• Engage with clients by responding promptly to their questions and requests • Create and manage a portfolio of audit projects • Provide audit support for clients related to scoping, pricing, and scheduling audits • Oversee auditor workflow by assisting in process development, sending and streamlining audit status updates, and facilitating communications • Ensure consistent flow of audit projects portfolio to contribute to financial goals and meet required certification timelines • Coordinate with managers, technical team members, and account management team members to deliver solutions that meet client and program needs • Acquire expert knowledge of each certification program's requirements and objectives • Support the maintenance and implementation of program quality system by maintaining documents, records, and progress tracking to maintain compliance with SCS quality management systems and/or the rules of the relevant certification scheme

• Proactively generate and follow up on leads to drive new business. • Meet and exceed sales targets by closing policies across multiple lines of insurance. • Identify customer needs and present tailored insurance solutions. • Conduct policy reviews and recommend coverage adjustments. • Assist with renewals, cross-selling, and upselling to maximize retention. • Maintain accurate records of sales activities and customer interactions.

• Establish customer relationships and follow up with customers, as needed. • Use your knowledge of State Farm insurance products to recommend, explain and sell policies to both cold and warm leads. • Use a customer-focused, needs-based review process to educate customers about insurance options. • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

• Identify upsell opportunities for additional software and services by staying in routine contact with the customer base via phone, online meeting, and email. • Build a relationship with the customer base to ensure satisfaction throughout the customer's tenure and prevent churn. • Develop a strong understanding of the ECI MES (Manufacturing Execution System) called Amper. • Conduct outbound calls, emails, and virtual meetings to engage with customers, understand their business needs, and present upsell options effectively. • Collaborate closely with the sales team to identify opportunities, qualify leads, and drive the sales process from initial contact to closure. • Manage the sales cycle, including pipeline management, negotiation, and contract closure, while consistently meeting or exceeding sales targets. • Provide exceptional customer service and serve as the primary point of contact for customer inquiries, ensuring prompt resolution of issues and inquiries. • Log and record each outreach made, in Salesforce, producing regular activity reports. • Meet daily, weekly, and monthly quality communication goals in accordance with the strategic plan.