Client Account Specialist
2 weeks ago
The Client Account Specialist supports the company’s client activities by building and maintaining professional relationships with clients through regular contact and availability for problem-solving. The Client Support Specialist works to help organizations by delivering outstanding customer support and assisting in developing customer relationships.
The Client Account Specialist frequently serves as liaisons between the company and our customers, working with Client Account Managers to drive renewals, upsells, and by helping organizations meet KPI goals.
Essential Duties and Responsibilities:
Including, but not limited to the following:
Supporting Client Account Managers by interfacing with clients as needed.
Owning a few select clients, assisting them with utilizing the database and platform at a very high level.
Ability to work closely with select clients to continue their partnership and potentially upsell them additional solutions.
Creating and maintaining client job postings.
Assisting clients with running database searches.
Assisting clients with creating, sending email blasts, and analyzing email delivery reports.
Offering assistance with setting up and customization of our applicant tracking system.
Promote usage of different facets of our products to increase the return on investment to our clients and the likelihood of renewal.
Assisting clients with technical issues and working with Tech to resolve them.
Relaying product enhancement suggestions to Tech.
Assist clients with questions on invoices and provide more detail when necessary.
Documenting communication with clients in our CRM and collaborating with management to tackle existing and anticipated concerns.
Provide client training sessions when needed.
Collaborating with Tech, accounting, sales, and trainers on a regular basis.
Exhibit professional attitude toward clients while being patient, courteous, personable, and quick thinking.
Performs other duties as assigned.
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Lockbox Remittance Specialist
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Manager of Client Sourcing
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Marketing Specialist
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