Client Experience Specialist

Intertek•Bozeman, MT

1d•Remote

About The Position

Intertek, a leading provider of quality and safety solutions, is seeking a Client Experience Specialist for its People Assurance team. This remote role offers an opportunity to grow a career in SaaS, supporting frontline worker training solutions and communication programs. The Client Experience Specialist will support the Account Management team in scaling operations, focusing on renewals, CRM migration, and client communication. This position is ideal for someone early in their account management or client success career seeking broad exposure and a chance to influence team operations and scaling. The role requires a blend of human and AI-assisted approaches to drive renewals and serve as a responsive contact for routine client needs. This position may travel up to 15% of the time.

Requirements

Bachelor’s degree (or equivalent combination of education and experience)
2 to 4 years of experience in account management, client success, sales operations, or a similar client-facing role, preferably within a SaaS or technology environment.
Experience using CRM platforms and AI productivity tools (e.g., ChatGPT, Claude, Copilot) to support communication, organization, and workflow efficiency, with a willingness to continue developing these skills.
Strong organizational, time management, and problem-solving abilities, with the capacity to manage multiple priorities, adapt to changing deadlines, and work independently in a fast-paced remote environment.
Excellent customer service, communication, and technical skills.
Ability to travel up to 15% as needed.
Authorization to legally work in the United States for this remote position.

Nice To Haves

Background in SaaS or technology-driven environments.
Exposure to CRM migration projects or data cleanup work.
Hands-on experience using AI tools to support client communication, data organization, or content drafting in a professional setting.
Ability to work cross-functionally with a variety of teams.

Responsibilities

Manage contract renewals by tracking upcoming expiration dates, preparing renewal documentation, and identifying at-risk accounts and growth opportunities for the Account Management team.
Support CRM migration efforts through data cleanup, record migration, QA testing, and maintaining accurate client and pipeline data throughout the transition.
Leverage AI tools to draft renewal summaries, contract recaps, follow-up communications, and routine client responses, ensuring all content is reviewed and personalized before delivery.
Provide day-to-day client support by resolving inquiries directly when possible, routing issues to appropriate internal teams, and assisting with support queue management.
Prepare client-facing materials, including renewal proposals, account summaries, check-in agendas, and other account management documentation.
Use AI and productivity tools to summarize meetings, client calls, and internal updates while identifying opportunities to improve processes through automation and AI-driven efficiencies.
Contribute to client retention, renewal, and satisfaction goals through proactive support, attention to detail, continuous learning, and execution of other assigned responsibilities.