Client Outreach Specialist

Fintech • Tampa, FL

4d

About The Position

The Client Outreach Specialist combines client education, problem-solving, proactive relationship management, and technical assistance to support Fintech’s client-service philosophy. The specialist serves as a primary client contact, working with the Onboarding Manager during onboarding of new clients and when existing clients add products or services. The role helps clients understand and make full use of Fintech’s products and services while providing high-quality written and verbal support.

The specialist handles client inquiries and complex issues, documents and escalates requests as appropriate, and provides technical and product support for new products or initiatives. The role also gathers client feedback for internal stakeholders and recommends system enhancements and process improvements. Fintech describes itself as an integrated platform serving businesses in the retail, hospitality, and alcohol industries, centralizing invoice and payment, POS and delivery, product and cost compliance, price book management, and industry market data.

Requirements

• Positive interpersonal skills.
• Excellent verbal and written communication skills.
• People-oriented and client-focused.
• Problem analysis and problem-solving skills.
• Knowledge of solutions and products.
• Strategic thinking.
• Detail-oriented, with exceptional organizational skills and the ability to prioritize assignments.
• Ability to produce results quickly.
• Motivated and able to work independently, under pressure, and meet deadlines.
• Fluent Windows user with a basic understanding of database operation.
• Proficiency with several software applications, such as Word, Excel, PowerPoint, and Outlook.
• 1–3 years of client service experience.

Nice To Haves

• Experience with a helpdesk or ticketing system.

Responsibilities

• Maintain high-touch relationships with clients to ensure they understand and use new Fintech products or services.
• Partner with Product, Development, and Management stakeholders to share client feedback.
• Maintain knowledge of Fintech policies, products, services, and internal procedures.
• Educate clients about the Fintech website and processes.
• Recommend system enhancements and process improvements to improve efficiency in client-services departments and the client end-user experience.
• Keep management informed about critical client situations.
• Promote positive interactions with all Fintech business units.
• Provide a positive client experience through high-quality written and verbal service.
• Recognize, research, and resolve complex issues.
• Capture information on inbound requests and document and escalate client issues appropriately.
• Respond appropriately and promptly to client calls and email requests.
• Provide high-level technical and product support for new products or initiatives.
• Perform other tasks as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed