Client Experience Specialist

Intertek•Bozeman, MT

1d•Remote

About The Position

Intertek is seeking a Client Experience Specialist to support the Account Management team within its People Assurance team. The role supports contract renewals, CRM migration work, and day-to-day client communication. It combines human and AI-assisted approaches to help drive renewals, contribute to Wisetail’s CRM migration, and serve as a responsive contact for routine client needs. This hands-on generalist position is suited to someone early in an account management or client success career who wants broad exposure and a role in shaping how the team operates and scales. The role is remote and may require travel up to 15% of the time. The stated schedule is 8:00 AM to 5:00 PM local time. The base salary range is $60,000–$70,000, with individual compensation based on factors such as skills, experience, and qualifications. Benefits include medical, dental, vision, life and disability coverage, a 401(k) with company match, vacation and sick time (PTO), tuition reimbursement, and more.

Requirements

Bachelor’s degree or an equivalent combination of education and experience.
Two to four years of experience in account management, client success, sales operations, or a similar client-facing role; preferably in a SaaS or technology environment.
Experience using CRM platforms and AI productivity tools such as ChatGPT, Claude, or Copilot to support communication, organization, and workflow efficiency, with willingness to continue developing these skills.
Strong organizational, time management, and problem-solving abilities.
Ability 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 professional experience using AI tools to support client communication, data organization, or content drafting.
Ability to work cross-functionally with a variety of teams.

Responsibilities

Manage contract renewals by tracking expiration dates, preparing renewal documentation, and identifying at-risk accounts and growth opportunities for the Account Management team.
Support CRM migration through data cleanup, record migration, QA testing, and maintaining accurate client and pipeline data.
Use AI tools to draft renewal summaries, contract recaps, follow-up communications, and routine client responses; review and personalize content before delivery.
Provide day-to-day client support, resolve inquiries when possible, route issues to appropriate internal teams, and assist 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, and identify 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 other assigned responsibilities.