Client Success Associate
About The Position
PerkSpot is searching for a Client Success Associate to join our Client Success Operations team! At PerkSpot, our mission goes beyond discounts—it’s about empowering employees everywhere to make smarter spending decisions so they can do more of what they love. We believe every dollar saved can become a stepping stone to a brighter future, whether that’s a special family vacation, a first home, or simply extra peace of mind. As a Client Success Associate, you will manage inbound inquiries and resolve issues for our SMB and mid‑market clients. You’ll also conduct strategic outreach to high‑potential accounts to drive utilization and overall program engagement. This position is required to be in the office 3 days a week on Tuesday, Wednesday, and Thursday. Our office is located in the Merchandise Mart in downtown Chicago, IL.
Requirements
- 1-2 years of experience in a client service role
- Experience managing and addressing several open service inquiries at once
- Professional and empathetic but confident communication style
- Strong critical thinking and problem-solving skills
- Ability to collaborate effectively and work well within a team
Nice To Haves
- Knowledge in Salesforce, MS Excel, or any other tech software a plus
Responsibilities
- Manage and resolve client issues by responding to inbound emails and phone calls from our 850+ PerkSpot clients.
- Prioritize multiple incoming tickets based on urgency and business impact.
- Escalate complex client issues appropriately by providing an initial assessment and recommended approach.
- Report on key performance metrics, including First Response Time and Time to Resolution.
- Drive new user growth by coordinating program re-launches, promoting census file uploads, and ensuring client compliance.
- Conduct strategic outreach to high‑potential accounts to support engagement and growth opportunities.
- Develop processes and best practices to enhance operational efficiency.
- Manage incoming offer leads from clients seeking local partnerships.
Benefits
- Health Benefits: Comprehensive medical, dental, and vision insurance effective on your first day of employment!
- Paid Time Off: Our generous PTO policy allows employees to take 20 vacation days and 10 sick days per year. We also recognize 10 paid holidays per year!
- Leave Benefits: Fully-paid parental leave and 100% employer-funded short-term & long-term disability insurance!
- Financial Wellness: 401(k) with company match, company equity, and free financial consulting from Mariner Financial!
- Office Perks: On-site gym access, bring your pet to work, and company-sponsored annual summer outing!
- Everyday Savings: Access to our exclusive discounts on the PerkSpot platform!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
