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Client Engagement Support - Remote

Company: BRAYN Consulting LLC
Location: San Antonio
Posted on: January 16, 2022

Job Description:

About this JobBRAYN is looking for a new BRAYNiac! Interested in joining our dynamic team?
Firm OverviewBRAYN Consulting LLC is a consulting firm that supports CPA firms and their clients in taking full advantage of specialty tax credits and incentives. We are currently a small firm but growing at a fast pace and we need high quality talent. We serve primarily closely-held, mid-sized companies that allows our partners and staff to experience a penumbra of issues, challenges and opportunities than those afforded by Big-4 or Top 10 Accounting Firm.
Mission StatementBRAYN will be the preeminent specialty tax incentives firm by harnessing technology, emotional intelligence, and experience to optimize value for clients and BRAYNiacs alike.
Job Title: Client Engagement Support About this Job As Client Engagement Support you will assist engineers, partners and the Client Engagement Team with limited supervision in building and maintaining client relationships. You will support the team and our clients on a regular basis and be an essential component of our growing practice. This is a remote position. Key Responsibilities --- Maintain and update CPA referrals and relationships in CRM --- Schedule and prepare for conference calls with prospective clients--- Create RFI's, shared folders, Salesforce entries, Results Letters, Engagement Letters and sales proposals--- Handle administrative tasks from the partners on the leadership team--- Maintain constant contact with clients to strengthen relationship and obtain necessary information to keep projects moving forward--- Create, update and prepare presentations for webinars. Solicit organizations to secure future webinars--- Create and post content for marketing campaigns and social media engagement--- Coordinate both small and large company events--- Organize meetings and lunches to engage with both current and prospective clients--- Coordinate travel and scheduling needs for partners--- Some travel required (up to 10% of work time traveling) Skills & Qualifications --- Sales and executive administrative experience preferred --- Strong relationship building skills--- Strong phoning skills--- Previous experience with CRM such as Salesforce preferred --- Previous work experience in AEC industry a plus --- Highly Proficient in Microsoft Office (Outlook, Excel, PowerPoint, etc.) --- Time management and attention to detail --- Ability to prioritize and multi-task on a variety of tasks and projects --- Clear written and verbal communication skills, strong documentation skills --- Strong client interaction, sales and marketing skills --- Must have reliable transportation and secure work location --- Self-starter with a roll-up-your-sleeves attitude --- Strong sense of ownership and initiative--- Located in Dallas, TX or Denver, CO preferred Benefits Huge room for growth and advancement Work with an experienced, close-knit team that emphasizes work-life balance and personal growth and development Work from home, flexible schedule 401K, Medical, Dental, Vision and Life Insurance available Permissive bonuses Salary commensurate with experience Location: Virtual Position Send Resume to Jacqueline Valle: jvalle@brayn.com and put "CLIENT ENGAGEMENT" in the subject line
About BRAYN Consulting LLC.BRAYN Consulting, LLC is a niche consulting firm that guides businesses to greater value through tax credits and incentives. BRAYN Consulting LLC is not a CPA firm, finance, tax, law, or engineering firm, and nothing contained herein can be construed as legal, financial, accounting, tax, or engineering advice. IRS Circular 230 Disclosure - To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

Keywords: BRAYN Consulting LLC, San Antonio , Client Engagement Support - Remote, Other , San Antonio, Texas

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