Client Support Specialist

EBI Consulting

About the Role

EBI Consulting is seeking a full-time Client Support Specialist to support their Sales team. This role involves administrative duties for the launch of EBI’s environmental and engineering services and offers an opportunity to develop customer service and project management skills in a fast-paced, team-oriented environment. The position reports directly to the Manager of Client Support and is an in-office role at EBI's Burlington, MA corporate headquarters. Candidates should be established in the Burlington area and comfortable working in an office environment.

Key Responsibilities

• Log and track new sales opportunities for assigned Account Executive(s).
• Update and maintain accurate records within EBI’s Customer Relationship Management (CRM) tool/database.
• Ensure client satisfaction through accurate project bookings.
• Liaise between clients and EBI staff to track receipt of necessary files.
• Ensure client questions are answered.
• Promptly address issues impacting project delivery timelines.
• Assist clients with missing information or documents (e.g., links to reports, invoices, project data, contract documents).
• Conduct initial subject property research using online tools and resources.
• Order and track project support files through designated vendor relationships.
• Provide administrative support to the Portfolio Manager.

Requirements & Tech Stack

• Experience with Microsoft Word, Excel, Outlook, and Databases is required.
• NetSuite experience is a plus.

Qualifications

• Bachelor’s Degree from an accredited college or university.
• 0-2+ years of administrative/office experience.