OVERVIEW

We are seeking a dedicated and proactive Client Services Specialist to join our team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met and fostering strong relationships. The ideal candidate will possess a blend of project management, account management, and customer service skills, with a keen understanding of financial services and SaaS solutions. Your ability to communicate effectively and analyze client requirements will be essential in driving client satisfaction and retention.

QUALIFICATIONS

• Proven experience in project management or account management within a customer-focused environment.
• Familiarity with Salesforce or similar CRM tools is highly desirable.
• Experience in SaaS or financial services industries is a plus.
• Strong sales acumen with the ability to identify opportunities for growth within existing accounts.
• Excellent communication skills, both verbal and written, with the ability to convey complex information clearly.
• Strong analytical skills to assess client data and feedback effectively.
• A commitment to providing outstanding customer service while building lasting relationships.
• Ability to work collaboratively within a team environment while managing multiple priorities efficiently. If you are passionate about delivering exceptional client experiences and have the necessary skills to excel in this role, we encourage you to apply. Join us in making a positive impact on our clients’ success!
  Job Type: Full-time
  Pay: $18.94 - $20.42 per hour
  Expected hours: No less than 30 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Volunteer time off
• Work from home

Ability to Commute:

• Orlando, FL 32835 (Preferred)

Ability to Relocate:

• Orlando, FL 32835: Relocate before starting work (Preferred)

Work Location: In perso

• Serve as the main liaison between clients and internal teams, addressing inquiries and resolving issues promptly.
• Manage client accounts by overseeing project timelines, deliverables, and ensuring alignment with client expectations.
• Utilize Salesforce for tracking client interactions, managing accounts, and reporting on customer relationship metrics.
• Collaborate with sales and marketing teams to identify opportunities for upselling and cross-selling services.
• Conduct regular analysis of client feedback to improve service offerings and enhance customer experience.
• Provide exceptional customer service by understanding client needs and delivering tailored solutions.
• Assist in the onboarding process for new clients, ensuring a smooth transition to our services.
• Maintain accurate records of client communications and project progress.