Client Services Specialist

Overview
We are seeking a highly motivated and detail-oriented Client Services Specialist to join our dynamic team. This role is essential in fostering strong client relationships, managing accounts, and ensuring exceptional customer service. The ideal candidate will have a background in project management, account management, and experience with SaaS platforms such as Salesforce. This position offers an excellent opportunity to develop your skills within a fast-paced environment focused on delivering tailored solutions to our clients in the financial services sector.

Duties

• Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly to ensure high levels of customer satisfaction
• Manage client accounts, including onboarding, renewals, and ongoing support to foster long-term relationships
• Utilize Salesforce and other CRM tools to track client interactions, sales pipelines, and service requests

· Collaborate with sales and marketing teams to identify opportunities for upselling or cross-selling SaaS solutions

· Manage and track customer orders using QuickBooks, including order entry, updates, invoicing support, and coordination with internal teams

• Conduct analysis of client data to identify trends, opportunities for improvement, and potential risks
• Assist in the development of client-specific strategies aligned with their business goals
• Provide feedback to internal teams regarding product enhancements based on client needs and industry trends
• Support project management initiatives related to client onboarding and service delivery

Skills

• Strong project management and organizational skills with the ability to handle multiple priorities effectively
• Proven experience in account management within SaaS or financial services industries
• Proficiency with Salesforce or similar CRM platforms for managing customer relationships and sales activities
• Excellent communication skills, both verbal and written, with the ability to convey complex information clearly
• Customer service orientation with a focus on building lasting client relationships
• Knowledge of marketing strategies and analysis skills to interpret data for strategic decision-making
• Ability to work collaboratively across teams including sales, marketing, and product development
• Familiarity with SaaS solutions, customer relationship management tools, and financial services industry standards

This role is ideal for candidates eager to grow their expertise in client relations while contributing directly to our company’s success. We value proactive professionals who are passionate about delivering outstanding service and innovative solutions.

About LyncVerse Technologies

LyncVerse Technologies is an Information Technology provider of hardware, software, and professional services focused on helping organizations solve business challenges through proven technology solutions. Our offerings include Networking and Data Center, Collaboration, Audio/Video Solutions, Workspace and Mobility, Security, Managed Print Services, Digital Signage, and Staff Augmentation Services.

Job Type: Full-time

Pay: $35,000.00 - $45,000.00 per year

Benefits:

• Paid time off

Work Location: In person