Current Jobs at CDL Human Resource

Job Overview:

• We are seeking a dynamic and results-driven Business Development Executive with 3+ years of experience to expand our client base and drive revenue growth. The ideal candidate will have a strong background in selling HR consulting services, building client relationships, and identifying new business opportunities.

Key Responsibilities:

• Identify and pursue new business opportunities in the HR consulting space.
• Build and maintain strong relationships with key decision-makers (CHROs, HR Directors, CEOs).
• Develop tailored proposals and presentations to showcase our HR solutions.
• Achieve and exceed sales targets through consultative selling and strategic outreach.
• Collaborate with internal teams to ensure seamless service delivery.
• Stay updated on industry trends and competitor offerings.
• Represent the company at networking events, conferences, and industry forums.

Qualifications & Skills:

• 3+ years of experience in business development, sales, or account management, preferably in HR consulting, staffing, or professional services.
• Proven track record of meeting/exceeding sales targets.
• Strong understanding of HR solutions (recruitment, training, compliance, outsourcing, etc.).
• Excellent communication, negotiation, and presentation skills.
• Self-motivated, proactive, and able to work independently.
• Bachelor’s degree in Business, HR, Marketing, or related field.

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The Customer Service Specialist will oversee all guest interactions for short term property units, ensuring an exceptional customer experience from booking to check-out. This role involves addressing inquiries, resolving issues, and maintaining positive guest relations to enhance our reputation and ensure repeat business.

Reporting Line:

• Reports to: Head of Operations Manager.
• Works closely with: Marketing, Housekeeping, and Maintenance teams

Key Responsibilities:

Guest Communication:

• Respond promptly to booking inquiries and reservation requests via phone, email, or booking platforms.
• Handle pre-arrival communications to confirm details and ensure a smooth check-in experience.
• Provide clear instructions for self-check-in procedures or coordinate meet-and-greets when necessary.

Guest Support During Stay:

• Address guest complaints or issues (e.g., maintenance, amenities) swiftly and professionally.
• Coordinate with housekeeping and maintenance teams to resolve issues.
• Offer personalized recommendations or support to enhance the guest experience.

Review and Feedback Management:

• Monitor and respond to guest reviews on booking platforms.
• Work closely with the reservation team to handle negative reviews by applying the established playbook processes (e.g., reporting issues, offering incentives).
• Collect and analyze guest feedback to suggest improvements to management.

Booking and Reservation Management:

• Update availability calendars and manage reservations to avoid double-bookings.
• Support the marketing team in optimizing unit listings and pricing strategies.

Operational Coordination:

• Liaise with housekeeping and operations teams to ensure units are prepared to the highest standards.
• Manage inventory inquiries and collaborate on stock-keeping, including toiletries and other amenities.

Problem-Solving and Crisis Management:

• Handle emergencies, including guest relocations (if necessary), in collaboration with the operations team.
• Assist in resolving any conflicts or disputes professionally and in accordance with company policies.

Requirements

Qualifications:

• Bachelor’s degree in Hospitality, Business, or a related field preferred.
• Previous experience in customer service, hospitality, or Airbnb/ Booking.com management.
• Excellent communication and interpersonal skills.
• Strong problem-solving abilities and the capacity to remain calm under pressure.
•  Proficiency in CRM software and booking platforms (e.g., Airbnb, Booking.com).
• Ability to multitask and prioritize in a fast-paced environment.

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• In this position, you will serve as a backup with the potential to expand your support to additional advisors. While this is a non-client-facing and non-licensed role, it is vital to backend operations including service execution, document handling, data accuracy, and CRM upkeep across multiple custodians and platforms.
• This role is ideal for someone who is tech-savvy, highly organized and comfortable navigating financial systems—even without a deep background in finance.

Key Responsibilities

• Client & Advisor Support
• Support new account applications (primarily with Schwab; expanding to up to 10 custodians)
• Manage and maintain client data across internal platforms
• Prepare and monitor compliance documents via DocuSign; ensure proper saving into ShareFile
• Maintain accurate client records (e.g., risk tolerance, objectives, balances)
• Pre-fill forms, update profiles, and record internal activity in a clerical capacity
• Provide backend processing support for the advisor’s administrative workflow
• Execute account-related tasks such as money movements at the advisor’s direction
• Perform data entry into Orion for financial reporting and account metrics
• Maintain CRM records using Redtail (note-taking, task tracking, workflow updates)
• Administrative Operations
• Manage calendars, schedule meetings, send Zoom invites, and maintain digital agendas
• Handle email correspondence regarding service requests and documentation
• Support document intake and organization using ShareFile
• Assist with general office and virtual administrative tasks as needed

Additional Responsibilities

• Answer general, non-investment related questions about client accounts (e.g., balances, funds due) as needed
• Remain up to date on firm policies, tools, and platform changes
• Participate in firm initiatives such as training, internal projects, and team-wide service goals
• Record and escalate client inquiries appropriately under the advisor’s direction
• Support business development activities through accurate service follow-ups and documentation

Preferred Skills & Technology Experience

• Must-Have Technical Proficiency
• ShareFile: Secure document storage and file management
• Outlook: Email and calendar coordination
• DocuSign: Electronic document processing
• Excel (Basic): Use of templates, basic sorting and filtering
• Preferred Tools
• Redtail CRM: Advisor-client relationship tracking