Client Support Specialist
About The Position
Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe! Summary: The Client Support Specialist (CSS) collaborates with the Client Support Management team to ensure the success of our client programs! The Specialist role works closely with Client Support Managers to develop positive relationships with their clients and become product experts, trusted advisers, strategists, and problem solvers. In this highly collaborative role, the Specialist focuses on improving the overall health and satisfaction of our clients! This role is hybrid that will work onsite 2 days per week at one of our locations: Chicago, Philadelphia or Dallas metro areas. Occasional travel may be required as part of this role.
Requirements
- Bachelor's degree
- 1-3 years of experience working in a client support and/or operations role with direct client
- Ability to travel for company and client-related
Nice To Haves
- Proficiency with Microsoft Excel, Word, PowerPoint, JIRA, Asana and Dynamics CRM preferred.
Responsibilities
- Fields troubleshooting emails and calls from the client and responds to issues and
- Ensures first-order health for new clients and/or
- Pulls key reports, metrics, and data and analyzes to promote program
- Acts as a product expert and serves as an advocate for the client and
- Works with Client Support Managers to prepare for Business Reviews and client
- Demonstrates client knowledge to advise quarterly client budgeting exercises and reviews numbers monthly for variances to actual analysis.
- Collaborates on the integration of new programs for new and existing
- Works on internal development projects as assigned and proactively created from their own identified business needs.
Benefits
- Our competitive benefits include medical, dental, vision, wellness, 401(k) matching, open paid time off, generous parental leave, and more!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
251-500 employees
