
Client Advocate for Enhanced User Experience
3 days ago
About the Role
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- We are seeking a proactive and customer-focused professional to join our remote team in supporting Client Success Managers (CSMs) and enhancing the experience of our clients on our platform.">
Key Responsibilities
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- CUSTOMER OUTREACH:">
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- Conduct proactive outreach across a diverse client portfolio to ensure clients are fully functional on our platform.">
- Gather Voice of Customer insights for future product updates.">
- ACCOUNT MANAGEMENT & SUPPORT:">
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- Independently manage communications and account needs for lower-tier and less complex accounts, ensuring each client feels supported and fully operational on the platform.">
- ONBOARDING SUPPORT:">
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- Support onboarding for new clients, which includes account setup, delivering introductory training, and addressing initial troubleshooting inquiries.">
- Over time, handle end-user onboarding independently, allowing CSMs to focus on executive stakeholders.">
- AFFILIATE OUTREACH & SALES ASSISTANCE:">
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- Collaborate with 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 by directing them to the appropriate support channel.">
- Identify potential sales leads through client interactions, supporting sales initiatives by identifying affiliate outreach and other strategies.">
- CUSTOMER ENGAGEMENT TRACKING:">
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- Monitor platform usage to identify any issues or improvement opportunities, working closely with CSMs to address these and promote client engagement.">
- PRESENTATION PREPARATION:">
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- Assist in creating quarterly business review (QBR) presentations for CSMs by developing Google Slide/PowerPoint decks, highlighting client health/engagement scores, emerging trends, and the value clients gain from our platform.">
- CLIENT SUPPORT:">
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- 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.">
Qualifications:
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- 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 (e.g., Tableau) is a plus.">
- Ability to work collaboratively in a remote, team-oriented environment across time zones.">
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