Client Engagement Specialist

FineTech Inc. is a leading business solutions company specializing in delivering innovative business services and support. We go beyond standard service delivery - providing constant communication, proactive guidance, and 23/7 availability to help our clients succeed in a fast-paced digital environment. Our team empowers businesses to save time, optimize workflows, and accelerate growth through a comprehensive suite of payment and operational solutions.

Position Overview

This hybrid position combines remote flexibility with in-office collaboration and client interaction. The Client Engagement Specialist is the primary point of contact for clients, responsible for guiding them through onboarding, service implementation, and ongoing support. The ideal candidate is highly organized, personable, and driven - with a strong background in sales or business development as a top priority.

We are looking for someone who thrives on building relationships and has a proven ability to close deals, support cross-sells, and handle inbound opportunities with a sales-minded approach.

Key Responsibilities

Conduct Product Demos – Lead engaging, personalized product demonstrations to illustrate value and functionality for prospective clients.

Manage Asana Projects & Pipeline – Use Asana to manage and track referrals, follow-ups, and deadlines to ensure internal alignment and client satisfaction.

Interact with existing client base

Discovery Calls – Conduct detailed needs assessments to understand client pain points and offer tailored solutions.

Create and Provide Quotes – Deliver accurate pricing aligned with client goals and budget.

Onboarding Support – Ensure a smooth onboarding process for new clients, with ongoing guidance and touchpoints.

Quarterly Check-in Calls – Maintain and grow relationships with clients through consistent check-ins and service evaluations. Offer upgrades to old terminals and technology when necessary.

Send Welcome Emails – Craft personalized emails to set expectations and offer initial resources.

Installation Coordination – Support the technical setup and assist clients during product or service installation.

Tier 1 Field Support – Troubleshoot basic issues and escalate to appropriate teams when needed.

Task & Follow-up Management – Keep Asana updated to ensure nothing falls through the cracks.

Sales Goals – Meet monthly expectations of 8–10 closed deals through cross-sell and upsell opportunities.

Reporting Structure

The Client Engagement Specialists will report directly to the Chief of Staff and will work closely with the finance team, sales agents, and external partners to ensure all financial processes are managed effectively and efficiently.

Required Skills and Qualifications

Proven sales experience is highly prioritized - candidates without a strong sales background will not be considered.

Outstanding communication and interpersonal skills.

Experience conducting professional product demos and discovery calls.

Experience in POS tech support a plus.

Ability to generate quotes and clearly present pricing.

Strong follow-through, task management, and client engagement skills.

Familiarity with SaaS platforms or technology products is preferred.

Proficient in managing projects in Asana or similar platforms.

Comfortable in a hybrid work environment.

Experience

2+ years in sales, client engagement, account management, or customer success.

Demonstrated ability to meet or exceed monthly sales targets.

Benefits

Competitive salary + performance-based incentives

Hybrid work schedule

Professional development and growth opportunities

Team-first, supportive culture

Pay: $25.41 - $30.61 per hour

Benefits:

Paid time off

Volunteer time off

Work from home

Work Location: Hybrid remote in Atlanta, GA 30318