True North Align

• Manage client information and interactions within our CRM for optimal organization and service • Conduct ongoing follow-ups with existing clients to ensure satisfaction and retention • Maintain consistent communication using digital tools • Develop and implement online marketing strategies to enhance brand presence • Drive lead generation to expand client base • Participate in professional development and mindset training • Communicate professionally with prospective clients to build strong relationships • Attend virtual team leadership sessions • Set and manage self-directed goals in alignment with our mission