Client Relations Specialist

2 weeks ago


Orlando, Florida, United States Vista Equity Partners Full time

About Us:
Vista Equity Partners is a leading investment firm focused on software, data, and technology-enabled businesses. We are committed to enhancing the employee benefits administration sector through innovative solutions and strategic investments.

Position Overview:
We are seeking a dedicated and detail-oriented Client Relations Specialist to join our Customer Success team. This role is essential in ensuring that our clients receive exceptional service and support throughout their journey with us.

Key Responsibilities:
- Collaborate with Account Managers to meet and exceed client expectations.
- Provide assistance during peak periods for system configuration and client onboarding.
- Support the implementation of groups on our platform.
- Participate in the renewal process for existing clients.
- Attend client meetings to address functionality concerns and contribute to rollout discussions.
- Conduct weekly and ad hoc client calls to report on issues and updates.
- Maintain comprehensive Standard Operating Procedures (SOPs) for all tasks performed.
- Offer technical support to clients, including troubleshooting complex setup issues and configuring the benefits administration system as required.
- Deliver tier 1 and tier 2 support for configuration and processing inquiries.
- Train new client administrators and broker partners on the benefits administration system.
- Collaborate with Account Managers on escalated issues.

Why Join Us:
- Enjoy a comprehensive benefits package, including health benefits, a robust 401(k) plan, unlimited paid time off, and paid parental leave.
- Work in an inclusive environment with opportunities to engage in Employee Resource Groups and community service initiatives.
- Be part of a fast-growing technology company while collaborating with a dynamic team of professionals.

Our Commitment:
At Vista Equity Partners, we value diversity and inclusion in our workforce. We believe that the unique perspectives and experiences of our employees contribute significantly to our success. We are dedicated to fostering a culture that celebrates and supports diversity in all its forms.

Qualifications:
- 1-2 years of technical experience in help desk support, software configuration, or related fields.
- Strong organizational and prioritization skills.
- Excellent written and verbal communication abilities.
- A customer-centric approach to service.
- Flexibility to work outside of standard hours as needed.
- Proficiency in Microsoft Windows Networking Systems.
- Advanced skills in Microsoft Excel.



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