Client Services Representative I

DEPARTMENT: Client Services

REPORTS TO: Supervisor/Manager/Director


The Client Services Representative I (CSR1) is a primary internal sales interface for clients and is responsible to obtain the appropriate information to enable generation of proposals, contracts, and pricing documents. The CSR1 will prepare contracts and pricing documents under supervision, as well as maintain the client and company information in the Salesforce database. The CSR1 will ensure all required legal documents are properly retained; proposals/SOWs are technically accurate, priced correctly, and delivered in a timely manner. The CSR1 will coordinate communications with sales, project management, scientific staff, finance, and clients regarding Proposals/SOWs. The CSR1 will follow up with clients and the sales teams to ensure the lifecycle proposal requests are managed from beginning to end. In this role, the ideal candidate will have excellent customer service skills and be self-motivated to actively generate and follow up on assigned project leads.

  • Oversee the project proposal lifecycle, including responding to assigned pricing requests, developing scope of work documents, actively following up with clients on issued proposals and circulating finalized documents for signature.
  • Assist with developing project objectives, technical requirements and timelines in collaboration with the client and internal scientific and technical staff.
  • Develop, issue and follow up on contract revisions based on changes to original scope of work.
  • Ensure timely contract review and issuance of approved documents, and maintain contract status within company databases.
  • Serve as backup for Sales Team, as required.
  • Assist with updating, maintaining, and pulling reports from applicable databases.
  • Maintain contract opportunities database using Salesforce software
  • Maintain the project Accounts Payable database with invoicing/billing milestones for executed contracts.
  • Other duties as assigned
  • Education: Minimum Bachelor’s degree in science, business administration or marketing preferred.
  • Experience: Minimum one year of experience in client relations or contract administration, preferably in a nonclinical regulatory environment. Basic knowledge of the pharmaceutical or medical device development process is highly desirable. Experience with customer relationship management software (e.g., Salesforce) is a plus. A combination of professional experience or education in a related field may suffice.
  • Certification/Licensure: Driver’s license
  • Other: Proficiency with computers and standard application software (e.g., Microsoft Word, Excel).
  • Must be professional and have exceptional customer service skills when working with internal and external customers.
  • Must have exceptional oral and written communication skills.
  • Must be able to work effectively as part of a team.
  • Specific vision abilities required by this job include close vision, color vision, depth perception, and the ability to adjust focus.
  • Office working environment with quiet noise conditions.
  • This position may require occasional domestic travel or performing duties on weekends and/or holidays.

All employees are required to satisfactorily perform the essential duties and responsibilities of their position. • The essential duties and responsibilities listed above are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required. • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.

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