Customer Service Representative

Egreenservices; New York (NY); On-site; USD 102,000 - 146,000; Full time

Job summary

Investment Partners LLC in New York, NY is seeking a Customer Service Representative to own the customer journey from first touch through signed contract. The role, rooted in Intercom and CRM discipline, offers a pathway to mentorship and real benefits within a fast-paced, values-led environment.

You will create sales collateral, run demos to signature, manage post-sale handoffs, and craft outreach copy while leveraging analytics to optimize campaigns and close the gap between marketing promises

Qualifications

• Experience using Intercom to manage customer conversations and support.
• Ability to manage post-sale processes and handoffs to CRM.
• Solid understanding of sales and marketing best practices and metrics.

Responsibilities

• Create sales collateral, decks, and proposals that move prospects forward.
• Carry the demo from screen-share to signature in one sitting.
• Own the handoff doc that keeps CRM aligned and complete.
• Own the post-sale check-in that turns clients into references.
• Draft cool outreach copy that resonates with mid-level buyers.
• Analyze campaign metrics and optimize spend against revenue targets.
• Close gaps between marketing promises and sales delivery.
• Build landing pages to convert curiosity into demo bookings in NY.

Skills

Intercom proficiency

CRM expertise

SLA management

Sales/marketing knowledge

Team collaboration

New York familiarity

Tools

Intercom

CRM platform

Job description

A Customer Service Representative at Investment Partners LLC owns the conversation from first touch to signed contract, and Strategic Planning carries it the whole way. Sized right for 3 years of Intercom, this NY role pays $102,000 - $146,000 and opens a path you actually want to walk.

Key Responsibilities

• Create sales collateral, decks, and proposals that move prospects forward
• Carry the demo from screen-share to signature in one sitting
• Own the handoff doc that keeps nothing falling between Professionalism and CRM
• Own the post-sale check-in that turns clients into references
• Draft the cold-outreach copy that survives a mid-level buyer's inbox
• Analyze campaign metrics and optimize spend against revenue targets
• Close the gap between what marketing promises and sales delivers
• Build landing pages that turn New York curiosity into demo bookings

What You'll Bring

• The reflex to surface risk before it surfaces itself
• A team player who lifts up colleagues and shares credit
• Hands-on command of Intercom, with SLA Management as a close second
• Solid understanding of sales marketing best practices and industry standards
• A New York grounding, or the adaptability to plant roots quickly
• Comfort working in a fast-paced, values-led environment

Ask anyone in New York about Investment Partners LLC and you'll hear the same thing: an employee-centric crew that ships fast and sweats the Customer Success details. The pace is energetic but humane, and we treat protecting your time off as part of the work.

Our offer wraps $102,000 - $146,000 around mentorship, real benefits, and the kind of New York, NY flexibility most sales marketing roles only promise.

Nothing stale here: the Customer Service Representative slot was re-confirmed open earlier today.