Client Success Specialist
About The Position
Are you looking to launch your career in a dynamic, fast-growing company? We’re searching for an energetic, detail-driven team player to join us in an entry-level Client Success / Customer Service position. If you’re proactive, organized, and thrive on helping others, you’ll fit right in. In this role, you’ll be the friendly voice connecting with key vendors to confirm important transaction information, keeping everything moving smoothly and efficiently. You’ll also get to assist as a problem-solver for stalled applicants, working to understand what is slowing them down, maintaining appropriate contact with them, and helping to guide them back into the sales pipeline. You’ll have the chance to collaborate directly with our senior leadership, including the Director of Accounting and the Vice President of Marketing, giving you unique insight and hands-on experience across departments. We’re looking for someone who enjoys engaging with people, learns quickly, manages tasks with precision, and keeps a positive attitude—even on busy days. If you want a role where your work truly matters and your growth is supported, we’d love to meet you.
Requirements
- Skilled in client and vendor-facing interactions, especially over the phone
- 1+ year(s) of experience in customer service or phone-based roles
- Exceptional customer service instincts and a track record of building strong relationships
- Upbeat, proactive attitude that makes conversation easy
- Able to communicate clearly and professionally with clients, vendors, and internal teams at all levels
- Strong written and verbal communication skills
- Meticulous attention to detail and accuracy
- Highly organized, results-driven, and comfortable managing multiple tasks
- Proficient with Microsoft Office, especially Outlook, Word, and Excel
- A collaborative team player
Nice To Haves
- Familiar with Salesforce.com (preferred, but not required)
Responsibilities
- Making sure our dealers and equipment vendors get paid on time — you’ll handle payment setups and confirmations.
- Help us serve new customers by reconnecting with leads and applicants who’ve gone quiet, teaming up with marketing to re-spark those conversations.
Benefits
- Medical, dental, and vision packages following 30 days of employment
- Paid Time Off (PTO) is available for use after 30 days of employment
- 401K plan options following 90 days of employment
- Casual dress code
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
