Services Consultant Job Description

What is a Services Consultant?

Services consultants have direct contact with a company’s leads, customers, or users to provide support and customer service. They have interactions throughout all phases of the customer lifecycle from initial lead through the post-sale period and beyond. They provide education and information about products and services, including supplemental warranties and service plans. They answer questions and can assist with coordinating resolutions for any issues or challenges the customer may be experiencing. In addition to driving sales revenue, the objectives of this ongoing outreach are building brand awareness, fostering positive customer engagement, and developing long-term customer relationships.

Services consultants typically have a high school diploma, and commonly have a background in sales, administrative support, or customer service. They must have strong customer relations skills. Sales experience is helpful.

Services Consultant Job Description Template

Job Overview

Responsibilities for Services Consultant

  • Provide support for resolution of complex service issues requiring sales involvement.
  • Serve as key contact for field staff in the assigned marketing divisions.
  • Handle escalation of service issues internally, using appropriate guidelines.
  • Assist with management and oversight of assigned clinical services to assure contract compliance.
  • Maintain knowledge and expertise in all products (benefits and general funding knowledge), programs, services and enrollment activity.
  • Gather user requirements, prepare detailed contract that outlines scope, and review with customer for design approval.
  • Maintain accurate and timely updates within the project tracking, time tracking and client billing system.
  • Provide time limited case management for members needing coordination of benefits and services.
  • Analyze and identify problems, research and collect data, prepare business proposals, manage projects and programs.
  • Proactively identify service issue trends and internal procedures that adversely affect customer satisfaction.
  • Participate in role-related work groups, special projects, and sharing of best practices.

Qualifications for Services Consultant

  • Associate's or Bachelor's Degree in business administration or computer science.
  • Comfortable working with complicated spreadsheets.
  • Negotiation and leadership strengths.
  • Consulting background is helpful.

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Employers: How to Write Great Job Descriptions

  • Be sure to mention requisite years of experience and educational requirements
  • Tell job seekers what's unique about your company and job
  • Ideal length is a few paragraphs or about 200 words
  • Make sure to use appropriate paragraph breaks and bullet points so it's easy on the eyes
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