Client Success Account Specialist

2 weeks ago


Kansas City, Missouri, United States Lineage Full time
Company Overview

Welcome to Lineage, where we are dedicated to making a positive difference in the lives of our employees, their families, and the communities we serve. Our team embodies values such as integrity, growth, a family-oriented culture, a commitment to excellence, and compassion. Our unwavering dedication to these core principles enables us to deliver exceptional customer experiences and achieve remarkable outcomes. If you are eager to realize your full potential and be part of a nurturing and innovative environment, Lineage is the ideal place for you.

Position Summary:

We are seeking a Client Success Account Specialist to enhance our operations. In this capacity, you will be tasked with delivering outstanding customer support and ensuring client satisfaction throughout the print and mail project lifecycle. Your responsibilities will encompass maintaining client records, overseeing inventory, collaborating with internal teams, and managing invoicing processes. If you possess a keen eye for detail, excellent communication abilities, and a genuine passion for customer service, we would love to hear from you.

Key Responsibilities:
  • Deliver proactive customer service and effective problem resolution for client inquiries
  • Manage client communications and relationships for ongoing and future projects
  • Assist with client requests and escalate issues as necessary
  • Update client information and maintain accurate records in company databases
  • Generate reports and identify opportunities for process enhancements
  • Oversee accounts, balances, and billing activities
  • Assist both internal and external customers with invoicing inquiries
  • Collaborate with various departments to ensure smooth order processing
  • Reconcile expenses and ensure precise invoicing
  • Uphold Lineage's core values in all job-related activities
Qualifications:
  • 1-2 years of experience in customer service is preferred
  • Experience in account or project management is advantageous
  • Familiarity with invoicing and postal/print processes is preferred
  • Proficient in Microsoft Office and data entry
  • Strong communication and problem-solving skills
  • High attention to detail and excellent organizational abilities
  • Ability to perform well under pressure and manage time efficiently
Benefits:

Lineage provides a comprehensive benefits package, which includes medical, dental, and vision insurance, 401k options, paid time off, holiday pay, and various voluntary insurance choices. We also have Caring Teams committed to supporting our employees' emotional, financial, and spiritual well-being. Become a part of Lineage and experience a workplace that values your growth and success.

Lineage is an equal opportunity employer committed to fostering diversity and inclusion in the workplace.



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