
Platform Client Support Specialist
3 days ago
Job Title: Customer Success Representative
Role: Full-time, 40 hours per week, Remote Work
Job Overview:
We are seeking an experienced and customer-focused professional to join our team in supporting the success of clients on our purchasing platform. The ideal candidate will have a keen eye for detail, excellent communication skills, and a strong drive to help clients achieve their goals.
Responsibilities:
- Proactively engage with clients across a diverse portfolio to ensure they are fully functional on our platform.
- Manage communications and account needs for lower-tier and less complex accounts, ensuring each client feels supported and fully operational on the platform.
- Support onboarding for new clients, including account setup, delivering introductory training, and addressing initial troubleshooting inquiries.
- Collaborate with Customer Success Managers (CSMs) to support day-to-day account activities such as user outreach, growing share of wallet, capturing client feedback for platform improvements, and addressing client needs.
- Monitor platform usage to identify any issues or improvement opportunities, working closely with CSMs to address these and promote client engagement.
- Assist in creating quarterly business review (QBR) presentations by developing decks highlighting client health/engagement scores, emerging trends, and the value clients gain from our platform.
- Serve as an initial point of contact for client inquiries, escalating complex issues to CSMs or other teams as necessary to ensure timely and effective resolution.
Requirements:
- Proven experience in customer support, account management, or a similar role.
- Strong organizational skills with a detail-oriented approach.
- Excellent communication and interpersonal skills, especially for remote interaction with diverse clients.
- Proficiency with CRM software and Google Workspace, and Microsoft Office.
- Familiarity with data analysis tools is a plus.
- Ability to work collaboratively in a remote, team-oriented environment across time zones.
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