Client Services Associate

Job Description

REQUIREMENTS

• Proven experience in customer service or account management within a SaaS (Software as a Service) environment or financial services industry.
• Strong project management skills with the ability to prioritize tasks effectively while managing multiple client accounts simultaneously.
• Familiarity with Salesforce or similar CRM platforms for managing customer data and tracking interactions.
• Excellent communication skills—both verbal and written—with the ability to explain complex concepts clearly.
• Demonstrated sales aptitude with experience supporting sales pipelines or client onboarding processes.
• Analytical mindset with the ability to interpret data insights for strategic decision-making.
• Knowledge of marketing principles and customer relationship management best practices is a plus.

RESPONSIBILITIES

• Serve as the main liaison between clients and internal teams, providing timely and effective communication to address inquiries and resolve issues.
• Manage client accounts using CRM (Customer Relationship Management) tools such as Salesforce, ensuring data accuracy and up-to-date information.
• Support sales efforts by understanding client needs, presenting tailored solutions, and assisting with onboarding new clients.
• Coordinate project management activities related to client deliverables, timelines, and milestones to ensure smooth execution.
• Analyze client feedback and usage data to identify opportunities for upselling or process improvements that enhance customer satisfaction.
• Collaborate with marketing teams to develop strategies that strengthen client engagement and retention.
• Maintain comprehensive records of client interactions, transactions, and service requests for audit trails and reporting purposes.

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