Careers

Key Responsibilities

• Maintain updated knowledge of all company products and services in order to provide adequate education to customers
• Provide information and instructions about relevant products and services
• Make product and service suggestions to meet the customer’s specific needs
• Field and promptly respond to incoming email and live chat messages from customers
• Obtain necessary information from customers to adequately follow up
• Document important customer information including any issues and solutions for future reference
• Collect and record customer feedback and information, and share that with appropriate departments and team members
• Generate interest in new products or services and connect customers with salespeople when required
• Foster and maintain relationships with customers to improve our retention rate
• Attend all required customer service-related meetings

Qualifications

• Experience with cloud-based/SaaS solution offerings
• Excellent organization, project management, time management, and written and verbal communication skills
• Ability to quickly grasp and succinctly explain technological and business concepts
• Willingness to ‘roll up your sleeves’ and assist wherever needed
• Ability to work independently and to deliver on detail as well as strategy
• Bachelor’s degree or equivalent experience in computer science, business, or related field
• 2+ years of experience in a customer service-related role
• Ability to foster and maintain relationships
• Positive and service-oriented attitude
• Ability to thrive in a fast-paced and sometimes high-pressure environment
• Willingness to work independently or as part of a team

Client Operations Coordinators perform, organize, and streamline operational tasks to reduce the potential for errors. They identify inefficiencies in operations to ensure optimal performance by conducting research, investigate workflows, business procedures, and recommends changes. When necessary, new processes are created and then implemented as well. They monitor for problems, taking immediate action where possible and escalating when required. Internal teams such as the Sales, Success, Support and Accounting teams are the clients served by Client Operations Coordinators and they work to ensure that different areas of the business are in compliance with policies and procedures. To do so, internal audits are performed, reports prepared and presented as necessary. The Client Operations Coordinator must have the ability to identify structural, technical and procedural shortcomings and suggest and implement improvements. They are key members of data governance teams and support data management by reviewing client contracts and ensure its accuracy and client reporting.

Key Responsibilities:

• Prepare & Review Contracts
• Review & Process Credits & Adjustments
• Prepare & Review Amendments
• Process User Expansions & Contractions
• Build Sales Quotes & Opportunities
• Service Activations
• Internal Systems & Services Audits
• Account Reinstatements
• Workflow Creation/Improvement & Implementation
• Update Standard Operating Procedures
• Evaluate Data & Automate Reporting Structures
• Partner with Internal Teams to Provide Streamlined Back End Client Experience

Qualifications:

• Experience with cloud-based/SaaS solution offerings
• Excellent organization, project management, time management, and communication skills
• Ability to quickly grasp and succinctly explain technological and business concepts
• Willingness to ‘roll up your sleeves’ and assist wherever needed
• Ability to work independently and to deliver on detail as well as strategy
• Bachelor’s degree or equivalent experience in computer science, business, or related field