Customer Service Representative
Investment Partners LLC
New York
Posted November 10, 2026
Description
<p>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.</p><br /><h3>Key Responsibilities</h3><br /><ul><br /><li>Create sales collateral, decks, and proposals that move prospects forward</li><br /><li>Carry the demo from screen-share to signature in one sitting</li><br /><li>Own the handoff doc that keeps nothing falling between Professionalism and CRM</li><br /><li>Own the post-sale check-in that turns clients into references</li><br /><li>Draft the cold-outreach copy that survives a mid-level buyer's inbox</li><br /><li>Analyze campaign metrics and optimize spend against revenue targets</li><br /><li>Close the gap between what marketing promises and sales delivers</li><br /><li>Build landing pages that turn New York curiosity into demo bookings</li><br /></ul><br /><h3>What You'll Bring</h3><br /><ul><br /><li>The reflex to surface risk before it surfaces itself</li><br /><li>A team player who lifts up colleagues and shares credit</li><br /><li>Hands-on command of Intercom, with SLA Management as a close second</li><br /><li>Solid understanding of sales marketing best practices and industry standards</li><br /><li>A New York grounding, or the adaptability to plant roots quickly</li><br /><li>Comfort working in a fast-paced, values-led environment</li><br /></ul><br /><p>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.</p><br /><p>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.</p><br /><p>Nothing stale here: the Customer Service Representative slot was re-confirmed open earlier today.</p><br />#J-18808-Ljbffr
Job Overview
Location
New York
Job Type
full time
Salary
$102,000 - $146,000
Date Posted
November 10, 2026