About Ampleo: We provide the expertise to accelerate your business at every stage and in every function. Since 1996, Amplēo has helped thousands of businesses grow through on-demand finance leadership, starting with fractional CFOs and outsourced controllers. Today, Amplēo delivers embedded expertise in finance, HR, marketing, turnaround and restructuring, sales tax, and business valuation. Our professionals integrate directly into your team to provide both strategic insight and hands‑on execution.
Position Sales & Client Liaison
We are seeking a Sales & Client Liaison to act as the primary point of contact for new valuation engagements. This role is ideal for a detail‑oriented, client‑focused professional who enjoys ownership, organization, and building trusted relationships in a deadline‑driven environment.
Key Responsibilities
Serve as the primary contact for new Business Valuation orders from lenders, ROBS providers, and business owners
Respond to inbound inquiries by providing fee quotes and turnaround timelines
Clearly explain valuation requirements, process, and next steps to clients
Collect, organize, and review required documentation for valuation engagements
Proactively follow up to resolve missing or incomplete information
Maintain accurate records in CRM and internal systems
Coordinate closely with valuation and appraisal teams to ensure smooth project handoffs
Represent the company at occasional industry trade shows (March–November)
Qualifications
Bachelor’s degree or equivalent business‑related experience
1–3 years of experience in client services, customer support, or sales support
Proficiency in Microsoft Word and Excel
Familiarity with Adobe applications
Experience using CRM systems
Strong organizational and time‑management skills
Excellent written and verbal communication
Ability to manage multiple priorities and deadlines
Occasional Travel
Benefits
Flexible PTO
Medical, dental, and vision insurance with FSA options
Company‑paid life insurance
Paid parental leave
401(k) with company match
Professional development opportunities12 paid holidays off
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Position Sales & Client Liaison
We are seeking a Sales & Client Liaison to act as the primary point of contact for new valuation engagements. This role is ideal for a detail‑oriented, client‑focused professional who enjoys ownership, organization, and building trusted relationships in a deadline‑driven environment.
Key Responsibilities
Serve as the primary contact for new Business Valuation orders from lenders, ROBS providers, and business owners
Respond to inbound inquiries by providing fee quotes and turnaround timelines
Clearly explain valuation requirements, process, and next steps to clients
Collect, organize, and review required documentation for valuation engagements
Proactively follow up to resolve missing or incomplete information
Maintain accurate records in CRM and internal systems
Coordinate closely with valuation and appraisal teams to ensure smooth project handoffs
Represent the company at occasional industry trade shows (March–November)
Qualifications
Bachelor’s degree or equivalent business‑related experience
1–3 years of experience in client services, customer support, or sales support
Proficiency in Microsoft Word and Excel
Familiarity with Adobe applications
Experience using CRM systems
Strong organizational and time‑management skills
Excellent written and verbal communication
Ability to manage multiple priorities and deadlines
Occasional Travel
Benefits
Flexible PTO
Medical, dental, and vision insurance with FSA options
Company‑paid life insurance
Paid parental leave
401(k) with company match
Professional development opportunities12 paid holidays off
#J-18808-Ljbffr