Job Description

Roles & Responsibilities:

  • Ensure high customer satisfaction by working with internal teams to provide seamless customer experience
  • Educate clients on best practices for their program and business needs, becoming a trusted advisor
  • Maintain a consistent level of technical readiness and industry expertise 
  • Understand and provide accurate information via phone and email about client portals, products, services, and account information
  • Conducts initial triaging and handles escalations of client concerns; manages the escalation through to completion
  • Identifies root causes of turnaround time concerns 
  • Reviews account setups and implement process improvements
  • Ensures accurate submission of implementation tasks
  • Train and onboard new client users as needed
  • Conveys compliance and technical solutions in a language that clients will understand
  • Provide updated pricing for new packages or a la cart...

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