Sales & Client Liaison

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.

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.

• 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)

• 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