Rachel Balentine
Client Relationship Specialist at JFS Wealth Advisors- Claim this Profile
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Bio
Experience
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JFS Wealth Advisors
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United States
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Financial Services
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1 - 100 Employee
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Client Relationship Specialist
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Sep 2021 - Present
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Noise Solutions Inc.
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United States
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Oil and Gas
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1 - 100 Employee
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Project Manager
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Sep 2020 - Sep 2021
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Project Coordinator
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Sep 2014 - Sep 2020
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Technical Sales
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Aug 2013 - Sep 2014
• To ensure Business Development Lead has provided a clear and detailed scope of work in order to accurately build quotes for the jobs requested.• Read and understand client RFQ’s, Noise Impact Assessments, and Technical Data pertaining to scope and determining whether any further information is required to accurately quote the job requested.• Build and issue RFQ (request for quote) to third party vendors, then evaluate responses for best value to client based on cost estimates/ timelines/ history for services and products.• Consult and be a part of client calls and inquiries, professionally and positively.• Perform preliminary design analysis to determine appropriateness of proposed solutions: - Equipment sizing based criteria such as air flow rates and engine exhaust flow rates. - Acoustic fit based on customer’s requirements and the noise suppression capabilities of proposed equipment. - Noise Solutions equipment fit with client’s equipment.• QC (quality check) detailed quotes to ensure the profitability of Noise Solutions and the client’s needs are discovered and met.• Be liaison between the Sales department, Design and Project Management to improve processes, kick offs and schedules of projects.• Ensure all Information is collected before project internal kick offs.• Upon receipt of PO. Build internal kickoff documents and communicate kick off meeting to the team Show less
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Marketing Assistant
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Sep 2010 - Apr 2012
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Intern/Data Entry Associate
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Jul 2008 - Sep 2010
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Education
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Penn State University
Bachelor of Science (BS), Marketing/Marketing Management, General