Client Support Specialist
Remote
Full Time
Mid Level
*THIS IS A 100% REMOTE OPENING*
**To be considered for this position, please send a brief introduction video of no more than two minutes explaining why you are a good fit for the role to [email protected] **
What We Do
At C.A. Fortune, we aspire to maintain our position as the nation’s leading consumer
brands agency. We realize how fortunate we are (pun intended) to offer comprehensive
solutions to our clients. From sales management to marketing, all the way down to
insights and e-commerce, our boutique service model offers a breadth of services to our
clients.
Who We Are
People. Passion. Purpose. Our people are the core of our business. Our unique
boutique service model allows our people to follow their passions with a purpose, all
while delivering excellent services to our clients. We are committed to living out our
values. We are fearless and curious innovators who lead with solutions, empower
others, and do the right thing, always. We are a family-first organization and recognize
the importance of a healthy and flexible work-life balance, a positive support system,
and the power of diversity and inclusion.
Overview of the Role
This role is designed to support our Sales Enablement Managers by owning
workflow, execution, and operational coordination across client workstreams.
You will play a critical role in ensuring that work moves efficiently, deadlines are met,
and nothing falls through the cracks. This position provides exposure across multiple
areas of the business while building strong operational and coordination skills within
a fast-paced environment.
This is not a passive support role. Success in this position requires ownership,
follow-through, and the ability to proactively keep work moving.
What You’ll Do at C.A. Fortune
- Workflow & Execution Support
- Own day-to-day execution of tasks across assigned SEM team(s)
- Track progress across multiple workstreams and ensure deadlines are met
- Proactively follow up on outstanding items and keeps work moving forward
- Identify delays, gaps, or risks and escalate when needed
- Presentation & Marketing Materials
- Prepare and update sell sheets to support client initiatives
- Assist with presentation updates for business reviews and internal meetings
- Ensure all materials are accurate, complete, and ready for use
- Client Data Management & Reporting
- Maintain and update trackers, including promo planning and category review tracking
- Support Salesforce updates and ensure data accuracy
- Pull and organize recurring reports and ensure information is current and actionable
- Communication Support
- Prepare client-facing emails and follow-ups for SEM review and send
- Ensure communication is complete, organized, and ready to go
- Support follow-up preparation for ongoing client initiatives such as promo planning
- Client & Internal Coordination
- Gather and organize client information, contacts, and documentation
- Maintain internal systems and ensure visibility across workflows
- Support internal teams with coordination and execution needs
- Shared Workflow Support
- Manage shared inbox workflows and task intake
- Log activity and maintain accurate tracking within Salesforce
- Ensure tasks are documented, visible, and transitioned appropriately across teams
What You Should Bring to the Table
- Strong organizational and time management skills
- Ability to manage multiple tasks and deadlines simultaneously
- High attention to detail
- Strong written communication skills
- Proactive mindset with the ability to anticipate needs
- Ability to take ownership of work and follow through independently
Candidate Will Stand Out If You Have
- Experience supporting sales, account management, or operations teams
- Familiarity with Salesforce or CRM systems
- Experience managing workflows, trackers, or project coordination
- Interest in the CPG industry and client operations
**To be considered for this position, please send a brief introduction video of no more than two minutes explaining why you are a good fit for the role to [email protected] **
Apply for this position
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