Cross-Functional Leadership and Execution to Fuel Growth
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. What began as strategic financial support has evolved into a complete suite of cross‑functional services.
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, helping you achieve meaningful results faster.
We don’t just advise. We help you move, build, and win.
Position 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
Ability to manage multiple priorities and deadlines
Occasional Travel
Flexible PTO
Medical, dental, and vision insurance with FSA options
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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. What began as strategic financial support has evolved into a complete suite of cross‑functional services.
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, helping you achieve meaningful results faster.
We don’t just advise. We help you move, build, and win.
Position 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
Ability to manage multiple priorities and deadlines
Occasional Travel
Flexible PTO
Medical, dental, and vision insurance with FSA options
#J-18808-Ljbffr