Client Support Spec
About The Position
Analyze, prepare, and update data in Deluxe’s legacy systems, based on data provided by the client or customers, to be input into new systems (billing, legacy, NEK, CDB). Navigates several database systems to implement data changes. Works closely with internal and external customers and provides a positive, efficient, and effective experience. Relationship management: establish a positive relationship with internal/external customers. Addresses and resolves complex issues. Acts as an SME for recommending and guiding customer’s course of action. Through verbal and written communication, it summarizes and communicates the project process and progress. Data and process integrity: fields data requests, provide documentation for completed processes/tasks, analyzes client specifications, and request for the best course of action and oversees and ensures proper implementation of updates. Assists Financial institutions with systems and data changes resulting in service choice fees.
Requirements
- HS/GED and customer service or client-facing experience.
- Systems knowledge: legacy, billing, NEK, CBD.
- Data entry experience.
- Experience with a CRM.
- Must be 18 years of age or older.
Nice To Haves
- Experience at Deluxe in production.
- Experience with computers and database structures.
- Experience with SalesForce.
- Excellent written and verbal communication skills.
Responsibilities
- Analyze, prepare, and update data in Deluxe’s legacy systems.
- Input data into new systems (billing, legacy, NEK, CDB).
- Navigate several database systems to implement data changes.
- Work closely with internal and external customers to provide a positive, efficient, and effective experience.
- Establish positive relationships with internal/external customers.
- Address and resolve complex issues.
- Act as an SME for recommending and guiding customer’s course of action.
- Summarize and communicate project process and progress through verbal and written communication.
- Field data requests.
- Provide documentation for completed processes/tasks.
- Analyze client specifications and request for the best course of action.
- Oversee and ensure proper implementation of updates.
- Assist Financial institutions with systems and data changes resulting in service choice fees.
Benefits
- Healthcare (Medical, Dental, Vision)
- Paid Time Off
- Volunteer Time Off
- Holidays
- Employer-Matched Retirement Plan
- Employee Stock Purchase Plan
- Short-Term and Long-Term Disability
- Infertility Treatment, Adoption and Surrogacy Assistance
- Tuition Reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
