Client Success Representative

Overview

The Client Success Representative is responsible for analyzing client questions and concerns, escalating problems to appropriate teams and providing solutions to the satisfaction of the client.

Responsibilities

• Oversee supply orders for existing clients and ensure timely shipment by coordinating with internal teams
• Proactively reach out to client if their orders cannot be fulfilled and provide alternative solutions
• Conduct internal research when issues arise and troubleshoot appropriately
• Aid Customer Service Team on communication and coordination of EMV chip conversions with exiting clients
• Complete monthly billing reports for accounting and bill clients upon completion of requested work
• Support live clients with artwork/graphics requests
• Submit artwork requests to Visa for approval
• Ensure the timely and accurate delivery of client communications; document activity in internal CRM
• Understand and manage client expectations and service needs by building and maintaining positive relationships (both internal and external)
• Oversee client facing special projects such as Visa/MC mandates

Requirements

• High school diploma or general education degree (GED) and minimum 1-3 years of experience in an administrative role in customer service, sales or sales support environment
• Financial service industry experience, preferred
• Strong analytical problem-solving skills, identifying and resolving unique problems
• Experience in delivering client-focused solutions based on client need
• Strong customer service, critical thinking and problem-solving skills
• Proficient in Microsoft Excel and Word; VBA/Macros
• Ability to troubleshoot issues and determine root cause
• Resourceful in establishing and nurturing key relationships both internally and externally
• Willingness to perform additional tasks which may be outside of the defined role to grow the business and ensure client satisfaction

Qualifications

• Elementary English proficiency communication skills necessary
• Applicants must be authorized to work for any employer in the U.S.
• We are unable to sponsor or take over sponsorship of an employment Visa at this time