What are the responsibilities and job description for the Client Support Specialist position at UBI?
The Client Support Specialist is responsible for managing client expectations through the post-implementation process by tracking all stages of the implementation. Communicates and follows up with clients with regards to any implementation problems or client concerns and works with internal team to resolve issues. After implementation, continues to work with the operations & project manager and clients to provide client service and support.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Oversees and tracks all stages of client implementation for our post-conversion incubation clients
- Ensures implementation deadlines are met
- Conducts client training related to features and operation of products
- May prepare client training agendas
- Under direction of the Operations Manager, reviews client setup mapping documents and data files for compliance with standards
- Under direction of the Operations Manager, resolve implementation problems or client concerns, ensuring a timely and successful implementation
- May write, design, edit and maintain documents and training materials for assigned product.
- With guidance, perform general data testing and troubleshooting for dashboard and report data
- Coordinate with appropriate internal personnel of project progress and identifies and minimizes potential risks
- Inform appropriate internal personnel of any problems or concerns expressed by clients during or after implementation
- Under the direction of the Operations Manager provide client account representation as the implementation progresses and throughout the ongoing client experience
- Review report requests from clients and provides information to the account manager for spec clarification and submitting to developers for time requirement
- Operates under minimal supervision with wide latitude for independent action
- Perform other duties as assigned
MINIMUM QUALIFICATIONS (EDUCATION, EXPERIENCE, SKILLS AND ABILITIES)
- Bachelor's degree in business or equivalent work experience as project manager in software or technical product services
- Prior client service experience required
- Possess analytical skills and is able to resolve general technical problems and business problems
- Excellent writing, editing, communication and interpersonal skills required
- Solid PC skills
- Able to effectively speak and present to small and midsize audiences
- Possess excellent organizational and time management skills
- Able to handle multiple projects simultaneously
- Able to give and follow complex directions
- Possess strong interpersonal skills
- Able to work independently with minimal supervision
- Able to work effectively with co-workers, subordinates and supervisors and clients
Work Remotely
- No
Job Type: Full-time
Pay: $16.47 - $21.96 per hour
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Education:
- Bachelor's (Preferred)
Experience:
- Microsoft Office: 3 years (Preferred)
- Customer Service: 5 years (Preferred)
Work Location: In person
Salary : $16 - $22