Customer Success Specialist

1 day ago


Peabody, United States Robert Half Full time
Job DescriptionJob DescriptionWe are in search of a Customer Success Specialist to join our team in Peabody, Massachusetts. In this role, you will be tasked with managing customer interactions, ensuring smooth operations of various software systems, and maintaining an efficient customer database. This position offers a long-term contract employment opportunity in the Financial Services industry.

Responsibilities:
• Ensure efficient and accurate processing of customer credit applications.
• Maintain and update customer credit records diligently.
• Handle and resolve customer inquiries in a timely and detail oriented manner.
• Monitor customer accounts actively and take necessary actions when needed.
• Utilize ADP - Financial Services, Avaya CMS, and Epic Software effectively to deliver high-quality services.
• Manage CRM and other Computer Programs to maintain efficient workflows.
• Respond to inbound calls promptly and assist customers with their concerns.
• Manage various aspects of customer accounts, including billing and benefit functions.
• Utilize the 'About Time' tool for efficient time management and task prioritization.• Proficiency in using ADP - Financial Services
• Experience with Avaya CMS
• Strong ability to use various computer programs
• Solid understanding and experience with CRM
• Familiarity with Epic Software
• Proficiency in using About Time
• Experience in answering inbound calls
• Demonstrable ability to assist customers
• Understanding of benefit functions
• Experience with billing functions

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