Client Care Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Collect and update client, project, sales, and business information in CRM, resource management, and project management systems.

• Organize meetings, events, training sessions, and related coordination activities.

• Calculate and generate quotes for software subscriptions and maintenance renewals.

• Conduct follow-ups to ensure client satisfaction and assist with communication and next steps for new clients.

• Prepare and present quotes and proposals, completing all necessary documentation.

• Facilitate communication for software and data analytics projects.

• Provide assistance to team members with billing and collections.

• Support client care, software renewals, and the sales of additional services or products.

• Aid in project coordination and billing processes.

• Escalate issues to consultants as needed.

• Organize live online and in-person training events, managing client communication, scheduling, documentation, and post-event follow-up.

• Onboard and assist new team members with essential department information.

• Complete ad hoc projects assigned by the Client Care Manager.

• Carry out other assigned tasks.

⛳️ Requirements

• Over 2 years of relevant experience.

• Familiarity with CRM systems.

• Advanced skills in Microsoft Office Suite (Teams, Word, Excel, PowerPoint, Outlook, OneDrive, Planner).

• Strong interpersonal abilities to collaborate effectively and provide positive support to internal team members and clients.

• Capability to negotiate and finalize sales.

• Ability to work both independently and within a team effectively.

• Skill in producing documents with high attention to detail and accuracy.

• Talent for directing and positively motivating a team to accomplish tasks.

• Proficiency in prioritizing deliverables and meeting multiple deadlines.

• Exceptional service-oriented mindset.

• Minimum internet speed of 50–100 Mbps.

• A private, quiet workspace is essential.

• Power and internet backup is mandatory.

🏝️ Benefits

• Opportunity for remote work.

• Designated home office area that is private and quiet.

• Power and internet backup are required for uninterrupted business operations.