Client Relations Specialist

2 weeks ago


Provo, Utah, United States Caselle Full time

Caselle is on the lookout for a dedicated professional to enhance our Client Relations team. The successful candidate will engage with clients via various communication channels, delivering exceptional support and assistance. This role demands a strong commitment to customer satisfaction, reliability, and a robust work ethic.

  • Familiarity with financial software is advantageous.
  • Basic bookkeeping or accounting knowledge is preferred.
  • Experience in municipal or governmental environments is beneficial.
RESPONSIBILITIES:
  • Deliver exceptional support to Caselle clients.
  • Offer assistance through phone, online, and email platforms to address inquiries.
  • Collaborate closely with clients to understand their needs, resolve issues, and educate them on utilizing Caselle software effectively.
  • Accurately identify client requirements through proficient questioning and active listening to ensure timely and precise call resolutions.
REQUIREMENTS:
  • Outstanding verbal and written communication abilities.
  • Capability to swiftly learn and apply knowledge related to software applications.
  • Proactive and positive interaction with clients, fostering confidence and satisfaction in Caselle.
  • Exceptional multitasking skills while managing multiple client interactions, ensuring thorough follow-up.
  • Experience in bookkeeping or accounting is a plus.
  • We seek self-motivated individuals eager to learn and grow.


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