Client Experience Representative jobs in United States
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Paybox Corp · 2 months ago

Client Experience Representative

Paybox Corp is seeking a dedicated Client Experience Representative who will be responsible for monitoring all aspects of assigned projects to exceed client expectations of quality and service. The role serves as a client’s primary point of contact for day-to-day activities and aims to improve the overall client experience.

Information Technology

Responsibilities

Demonstrate a strong knowledge of their shared model workflow
Receive client data instructions and project specifications, via email or phone, and convert them into job instructions for internal technical and operations teams
Proactively identify opportunities for process and profitability improvement within account base
Assist with pricing handoffs and implementation of new programs and ad hoc projects
Provide status to clients and report when there is potential risk or delays that are client impacting
Maintain a cadence of status calls with clients
Consistently monitor account health and engage the Client Success Manager where needed
Work collaboratively with internal teams on issue resolution and improving the overall client experience
Effectively use Salesforce and/ or facility platform for case management

Qualification

Client relationship managementSalesforceData analysisCommunication skillsDetail orientationPrintMail experienceCRM experienceSelf-motivated

Required

Bachelor's degree Business, Marketing, Communications preferred or related work experience
3+ years' experience as a client representative, client manager or similar role
Excellent written and verbal communication skills, regardless of format (i.e., phone, email, text, video conferencing, in-person)
Outstanding ability to build strong client relationships
Strong detail- orientation for Corrective Action Reports, Service Level Agreements and status reports, and other critical business correspondence
Ability to analyze client data and reports for patterns, anomalies and quality
Ability to meet deadlines while balancing multiple client deliverables
Self-motivated, always curious, and consistently eager to learn

Preferred

Previous print and mail experience
Salesforce, CRM experience

Benefits

Health Insurance (EPO & HRA options)
Dental Insurance
Vision Insurance
Short & Long Term Disability
Flexible Spending Accounts
Life Insurance
Accident & Critical Illness Insurance
Company 401(k) Matching Contribution
Paid Time Off (PTO)
Employee Assistance Program (EAP)

Company

Paybox Corp

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Paybox Corp an OSG Company is the leading provider of an innovative approach to automating enterprise-level solutions for accounts receivables and payables management.

Funding

Current Stage
Early Stage
Total Funding
unknown
2018-04-19Acquired
Company data provided by crunchbase