Client Services Representative

What to expect when you join Sikich

Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through diverse perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth – for our clients, for ourselves and for our communities.

The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

Do you want to work with other skilled and agile practitioners who thrive on challenge and growth? We believe everyone has untapped potential. That’s why we lead with vision and act fast, pairing deep expertise with practical solutions. Our teams cut through complexity and deliver real impact. It's our hope that you find more than just a job. At Sikich, you'll find optimism, clear insights and genuine warmth, without egos.

Are you ready to grow with us?

Position summary

The Client Services Representative (CSR) on the Sales Operations & Support Team serves as a key liaison between clients and internal teams, providing front-line client support and operational sales assistance. This role is responsible for managing client inquiries, supporting quoting and order processing, maintaining CRM data integrity, and ensuring a seamless client experience across the sales lifecycle. The CSR partners closely with Sales, Finance, Operations, and Service Delivery to drive efficiency, accuracy, and client satisfaction. This role focuses on operational execution and client support and does not carry sales quota or revenue ownership.

What will you do in this role?

Client Support & Post-Sale Administration

• Serve as the point of contact for assigned clients, including those without a dedicated sales representative
• Coordinate support for a portfolio of clients by responding to inquiries, resolving issues, and supporting ongoing account needs
• Build and maintain positive client relationships through timely, professional, and client-focused communication to support satisfaction and retention
• Deliver license keys, product access details, and post-sale documentation to clients and internal stakeholders
• Support renewal preparation and coordination
• Assist with administrative components of upsell and expansion opportunities
• Document all client communications and internal updates within CRM or ticketing systems

Sales Support (Pre-Sale & Deal Execution)

• Monitor and manage incoming sales support requests
• Prepare and manage quotes, including pricing inputs and product availability validation
• Prepare and assemble client proposals by populating approved templates, incorporating pricing and scope details, ensuring accuracy, consistency, and completeness of all content
• Create, update, and manage opportunity records while maintaining data integrity across all CRM records, including accounts, contacts, opportunities, and revenue data
• Coordinate vendor/distributor pricing requests and follow-ups
• Route deals for internal approvals and track approval status
• Track deal progress, proactively identify delays, and facilitate timely execution of next steps
• Coordinate internal handoffs from sales to service/delivery teams to support a smooth transition into fulfillment
• Confirm all required deal details, documentation, and approvals are complete and aligned prior to order processing

Order Processing & Fulfillment

• Convert approved quotes into sales orders for processing
• Validate order accuracy, including SKUs, quantities, pricing, and terms prior to submission
• Track order and fulfillment status through completion, proactively communicate exceptions or delays, and ensure timely follow-up and resolution of any issues

Vendor & Program Coordination

• Submit key sales opportunities for vendor deal registration and track approval status
• Support the execution of partner funding and incentive programs (e.g. Microsoft CPOR, pre-sales funding claims), including data collection, submission, and status tracking
• Maintain accurate documentation related to vendor programs and transactions

Operational Support & Process Excellence

• Monitor shared queues and facilitate timely triage, assignment, and resolution of requests
• Maintain and update process documentation, templates, and standard operating procedures
• Maintain up-to-date knowledge of internal workflows, systems, and evolving industry standards and best practices
• Perform routine CRM data validation and cleanup to support pipeline visibility and reporting accuracy
• Identify and contribute to process improvement opportunities and workflow optimization 
• Support additional operational and administrative activities aligned to the sales and client support functions as needed

What do you need to succeed in this role?

• 2–4 years of experience in sales support, account coordination, or inside sales environments required; experience supporting a portfolio of client accounts is a plus
• Ability to respond to client inquiries or needs and coordinate or escalate opportunities as appropriate
• Experience working with CRM systems (e.g., Salesforce, Dynamics 365 Sales, or similar)
• Experience with ConnectWise or similar sales order processing systems
• Proficiency in Microsoft Office applications
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Ability to work and achieve established results with limited supervision
• Strong written and verbal communication skills
• Client-focused mindset with strong problem-solving abilities

In compliance with this state’s pay transparency laws, the midpoint of the pay range for this role is $30/hr. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location.

In addition, specific skills/experience required are as follows:

• Values driven – You embody and model absolute integrity and servant leadership and you have a bias for action and continuous innovation.
• Uncompromising problem solver – You see opportunities in every business challenge and can develop, articulate and implement solutions.
• Collaboration – You are a relationship builder across all levels of the organization and across all business units.
• Instills trust – You do what you say, without ego, and you follow through on commitments consistently and credibly.
• Impact & influence – You are relentlessly focused on making a difference and can gain support for ideas, proposals and solutions. You get others to act, with or without formal authority, to advance initiatives and objectives.

About Sikich

Sikich offers the public and private sectors a diverse platform of professional services across consulting, technology and compliance. Highly specialized and hands-on teams deliver integrated solutions rooted in deep industry experience. Our approach is strategically and thoughtfully designed to help our clients, teams and communities accelerate success. 

Sikich has approximately 2,000 team members and operates across North America, EMEA and APAC. 

Sikich Total Rewards

Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members’ health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.

Some examples of our many benefits:

• Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
• Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits. 
• Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.

We also offer:

• Flexible work arrangements
• Health, dental, vision, life, and accident/death/disability insurance options
• HSA employer contribution
• Nine (9) paid holidays annually.
• A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
• 401(k) with employer contributions
• CPA bonus with four (4) paid exam days & four (4) paid study days.
• Tuition reimbursement
• Generous employee referral bonus program
• Client referral bonus program
• Pet insurance
• FORCE – Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.

Want to learn more? Visit our Careers website or Glassdoor profile.

Sikich is an Equal Opportunity Employer M/F/D/V

Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC’s performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services.