Client Services Specialist

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

📋 Description

• Oversee a designated client portfolio or manage clients from the service queue while delivering outstanding customer service.

• Investigate, troubleshoot, and resolve client inquiries as part of ongoing support for your client base.

• Provide guidance to customers on utilizing the system for payroll processing.

• Support clients with payroll questions and general inquiries.

• Engage in Client Service team meetings.

• Handle incoming customer calls from the support queue.

• Thoroughly and accurately record all customer interactions within our CRM system.

• Promote collaboration with other departments to ensure effective communication for the success of our clients.

• Proactively identify opportunities for process improvements and take initiative to implement beneficial changes.

• Assist with the Distribution function and other areas as necessary.

⛳️ Requirements

• Associate's degree required.

• Bachelor's degree preferred or equivalent work experience.

• Strong interpersonal and customer service abilities.

• Exceptional time management skills.

• Experience in SaaS preferred.

• Quick learner with technology through both formal instruction and self-directed training.

• Detail-oriented and focused on achieving results.

🏝️ Benefits

• Health insurance.

• 401(k) matching.

• Paid time off.

• Flexible work arrangements.

• Opportunities for professional development.