Customer Service & Client Success Associate

Corefact • San Leandro, CA

3d

About The Position

We’re looking for a service-driven and solutions-oriented Customer Service & Client Success Associate to help our clients. This role is about more than answering phones—you’ll be a key player in providing marketing support, generating new opportunities, and helping clients get the most out of our products and services. You’ll use tools like Salesforce CRM a to track, analyze, and manage client relationships, while collaborating across departments to ensure a seamless experience from order to delivery. Candidates with a background or interest in real estate, printing, or marketing will thrive in this fast-paced, hands-on environment. We offer competitive benefits including Medical, FSA, Dental, Vision, and 401(k).

Requirements

• 2+ years in a customer service or client success role, preferably in a call center or B2B environment
• Familiarity with Salesforce CRM, Excel, and digital tools
• Exceptional communication skills with an upbeat and professional attitude
• Strong ability to multitask, prioritize, and stay organized in a fast-paced setting
• Proven track record of meeting or exceeding performance goals
• Team-oriented with a passion for helping others succeed

Nice To Haves

• Strong knowledge or interest in real estate, marketing, or printing industry preferred

Responsibilities

• Provide outstanding service via phone, email, and chat—responding promptly and professionally to client inquiries
• Proactively manage assigned client orders follow up queue to ensure we get the orders out in a timely manner
• Guide clients through product options, marketing campaign tools, and printing services
• Use Salesforce to log interactions, manage customer records, and track leads
• Identify client needs and recommend solutions to support their marketing goals
• Partner with teams across Marketing, Production, and Sales to drive the best possible outcomes for our clients.
• Resolve issues with urgency and a problem-solving mindset, ensuring every client feels valued

Benefits

• Medical
• FSA
• Dental
• Vision
• 401(k)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees