Customer Success Representative

Key Responsibilities:

• Communicate with customers via telephone and other electronic communication methods.
• Multi-task between phone volume, live chats, and email. Prioritizing communication to meet time service objectives.
• Respond to client/applicant inquiries and conduct investigations to resolve client concerns.
• Proactively place calls to clients to report status and/or gather necessary information to complete orders.
• Follow up on outstanding client exceptions and inquiries.
• Become a Subject Matter Expert (SME) on company product.
• Maintain a high standard of customer service and rapport with our clients.
• Work closely with other departments such as Operations, Implementations, Sales, and Account Management to help build and retain client partnerships.
• Perform other clerical, administrative or customer-oriented projects/tasks as assigned.

Education/Experience:

• Required: High School Diploma or equivalent
• Required: Minimum six (6) months of experience in a customer service role
• Preferred: One (1) year experience working in background industry