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Alliance Solutions Group · 22 hours ago

Client Services Administrator

United States

Full-time

Remote

New Grad, Entry Level

Alliance Solutions Group is a team of construction and real estate software experts offering top software solutions. They are seeking a Client Services Administrator to provide operational and administrative support for the Sage 100 Contractor and Sage 300 CRE practice, focusing on internal coordination and system maintenance to ensure smooth client services.

ConstructionReal EstateSoftware

Growth Opportunities

Responsibilities

Assign and coordinate tickets and projects to the appropriate consultants

Support client onboarding by managing setup steps, documentation, and internal handoffs

Schedule and coordinate project welcome calls to ensure a smooth transition to consulting teams

Assist with our payment portal setup and Customer Support Agreement configuration for ticketing purposes

Track ticket and project progress and follow up internally to ensure timely movement

Maintain accurate client account records, including:

Address updates

Contact updates (including large-scale or multi-contact projects)

Review accounts to ensure full and accurate setup within our payment portal and Customer Support Agreements

Perform ongoing maintenance and updates in ConnectWise and Salesforce

Ensure all communications and updates are properly documented within tickets and projects

Serve as an administrative go-to resource for consultants for status updates, coordination needs, and process questions

Communicate with consultants to gather updates and relay information as needed

Support the Director and CSR with administrative tasks, reporting, and special projects

Assist with client escalations by gathering supporting documentation and coordinating internally to resolve disputed invoices

Handle routine administrative client communications and follow-ups, maintaining high caliber written and verbal communication at all times. Responsibilities include documenting correspondence via email and conducting phone outreach, ensuring consistently professional and polished client interactions (non-sales, non-consultative)

Ensure consistency, accuracy, and completeness of all ticket and project notes

Maintain organized records to support transparency and accountability across teams

Assist with ad-hoc projects and operational initiatives as needed

Adapt quickly to shifting priorities and incoming requests throughout the day

Qualification

ConnectWiseSalesforceCRM systemsOrganizational skillsMulti-taskingWritten communicationVerbal communicationAttention to detail

Required

Strong administrative and organizational skills

High attention to detail with a focus on accuracy and documentation

Ability to manage multiple tasks simultaneously and switch priorities as needed

Clear and professional written and verbal communication skills

Comfortable working in a fast-paced, ticket-driven environment

Proficient with systems such as CRM and ticketing tools (ConnectWise, Salesforce experience a plus)

Company

Alliance Solutions Group

Alliance Solutions Group is an IT and software firm that specializes in software solutions for the construction and real estate industries. It is a sub-organization of Pine Services Group.

Founded in 2005