This job is closed
We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.
Client Service Administrator
Conservation Wealth Managment - Palm Beach Gardens, FL
posted about 2 months ago
About the position
The Client Service Administrator role is designed for a dedicated professional who will manage client relationships and provide exceptional customer service. This part-time position involves working closely with various departments to analyze market trends and customer feedback, facilitating project management initiatives that enhance client satisfaction. The ideal candidate will have experience in SaaS and financial services, with a strong background in account management.
Responsibilities
- Develop and maintain strong relationships with clients to ensure their needs are met and expectations exceeded.
- Utilize Salesforce for customer relationship management, tracking client interactions, and analyzing data to improve service delivery.
- Collaborate with sales teams to identify opportunities for upselling services and enhancing client engagement.
- Analyze market trends and customer feedback to inform product development and service improvements.
- Manage multiple projects simultaneously, ensuring timely delivery of services and adherence to client specifications.
- Provide training and support to clients on the use of our products and services, ensuring they derive maximum value from their investment.
- Address any client inquiries or issues promptly, maintaining a high level of professionalism at all times.
Requirements
- Proven experience in customer service or client relationship management, preferably within the SaaS or financial services sectors.
- Strong skills in project management with the ability to prioritize tasks effectively.
- Proficiency in Salesforce or similar CRM software is essential.
- Excellent communication skills, both verbal and written, with a focus on building rapport with clients.
- Ability to analyze data and market trends to inform decision-making processes.
- A proactive approach to problem-solving with strong attention to detail.
- Experience in sales or account management is a plus but not required.
Nice-to-haves
- Experience in sales or account management is a plus but not required.
Benefits
- Flexible schedule
- Paid time off
- Volunteer time off
- Bonus opportunities
- Performance bonus
