Job Summary
We are seeking a dynamic and proactive Client Service Associate to join our team and elevate the client experience. In this role, you will serve as a vital link between clients and our organization, ensuring their needs are met with enthusiasm and professionalism. Your energetic approach will help foster strong relationships, manage client accounts efficiently, and support our sales and marketing initiatives. If you thrive in a fast-paced environment, possess excellent communication skills, and are passionate about delivering exceptional customer service, this is the perfect opportunity to grow your career in a vibrant organization dedicated to innovation and client success.
Duties
- Act as the primary point of contact for clients, addressing inquiries promptly and professionally via phone, email, or in-person interactions
- Manage client accounts using Customer Relationship Management (CRM) tools such as Salesforce to ensure accurate data entry and follow-up
- Collaborate with sales teams to identify opportunities for account growth and support sales efforts through client outreach and engagement
- Assist in coordinating project management activities to ensure timely delivery of client solutions and services
- Support marketing initiatives by communicating product updates, promotions, and relevant information to clients
- Analyze client feedback and account data to identify trends, opportunities for improvement, and potential risks
- Maintain detailed records of client interactions, transactions, and service requests to ensure transparency and accountability
Experience
- Proven experience in customer service or account management within financial services or SaaS (Software as a Service) industries
- Familiarity with project management principles and tools to coordinate multiple client projects effectively
- Experience using Salesforce or similar CRM platforms for managing customer relationships
- Strong communication skills with the ability to explain complex concepts clearly and persuasively
- Demonstrated ability to analyze data for insights that enhance customer satisfaction and retention
- Knowledge of sales processes and techniques within a SaaS or financial services context is highly desirable
- Prior experience supporting marketing initiatives or conducting analysis to inform strategic decisions
#INDBOS
Pay: $65,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: Hybrid remote in Boston, MA 02111
