Client Services Specialist

Role Overview

• Manage a client list or manage clients out of the service queue and provide exceptional customer service.
• Research, troubleshoot and resolve client inquiries, as part of ongoing support for your client set.
• Educate customers on how to use the system to process payroll.
• Assist clients with payroll support and general inquiries.
• Participate in the Client Service team meetings.
• Take incoming customer phone calls from the support queue.
• Accurately and completely document all customer interactions in our CRM system.
• Facilitate cross-departmental interaction with other teams, to ensure open communications for the benefit of our clients’ success.
• Continuously seek out process improvement opportunities and take ownership to implement positive change.
• Assist in the Distribution function and other areas as needed.

Requirements

• Associates degree required
• Bachelor’s degree preferred or equivalent experience
• Strong interpersonal and customer service skills
• Excellent time management skills
• SaaS experience preferred
• Ability to learn technology quickly through instruction and self-training
• Attention to detail & results oriented

Benefits

• Health insurance
• 401(k) matching
• Paid time off
• Flexible work arrangements
• Professional development opportunities