client services specialist

Knowledge Services

<div>Overview:
<div><b>
Knowledge Services is seeking a Client Technologies Specialist for a contract through the end of June 2026 (potential for extension) with the State of Maine Judicial Branch in Augusta, ME.
</b></div><ul><li><b>Applicants will work 100% onsite in Augusta, ME</b></li><li><b>
Travel is required for this position. They will need to utilize their personal vehicle when traveling between court locations. Mileage will be reimbursed.</b></li><li><b>
Applicants must be current residents of Maine and local to the Augusta area</b></li></ul>
Responsibilities:
<div><b>
Client Technologies Specialist Summary:</b></div><ul><li>Provide comprehensive technical support for a statewide Court case management implementation.
</li><li>Using written training materials and court knowledge bank resources, the Technical Support Specialist will provide on-site support to clerks of court at multiple court locations, troubleshoot user difficulties, provide instruction, identify potential system functional limitations for the project management team, and analyze technical ability and training needs of users.
</li><li>The successful candidate will combine technical proficiency with keen interpersonal skills, demonstrating an ability to guide judicial staff through complex technological changes with patience, expertise, and professionalism.</li><li>Provide accurate and complete answers to general use and environment questions in a timely manner</li><li>Serve as the point of contact for technology support and services</li><li>Serve as the point of integration between the business functions of the department and the technology requirements of the department.</li><li>Provide desktop computer support</li><li>Ensure that all work is documented for future reference.</li><li>Follow quality standards.</li><li>Ensure effective and reliable backups are being performed.</li><li>Proactively address customer needs.</li><li>Communicate accurate and useful status updates.</li><li>Evaluate and/or recommend purchases of computers, network hardware, peripheral equipment, and</li></ul>
software<br>
<ul><li>Investigate user problems, identify their source, determine possible solutions, test and implement solutions</li><li>Ability to work in a team environment.</li><li>Strong communication skills; both written and spoken</li><li>Investigate user problems, identify their source, determine possible solutions, test and implement solutions</li></ul>
Qualifications:
<div><b>
Client Technologies Specialist Required Skills:</b></div><ul><li>Must be experienced with troubleshooting IT issues with end users</li><li>Must have excellent communication and customer support skills</li><li>Must be experienced with the Microsoft suite of products</li></ul><div></div><div><i><br>
We are an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, age, national origin or disability.</i></div><div></div><div><br>
INDIT</div><div>
ISDPD</div></div>

Client Technologies Specialist

Convera Holdings, LLC.

Overview <p>Customer Support Specialist, Service Delivery - Sydney</p><p>The Customer Support Specialist (full time) is responsible for evaluating and enhancing service delivery frameworks to ensure consistent, high-quality outcomes for key customers, with a focus on improving customer satisfaction and retention. This role involves analysing and optimising end-to-end Middle Office payment processes, monitoring performance against established KPIs and SLAs, and facilitating effective collaboration between Operations, Sales, Client Management, and external stakeholders.</p><p>The Customer Support Specialist takes ownership of operational deliverables, identifying opportunities for process improvement and implementing best practices to streamline workflows. Additionally, the role includes coaching and quality assurance oversight for team members managing customers, ensuring alignment with service standards and continuous improvement objectives. You will also be hands-on in providing amazing levels of customer service to Convera clients.</p> Responsibilities <ul><li>Conduct detailed analysis of current business workflows and operational procedures within the payments processing and client servicing environment.</li><li>Deliver friendly and professional service to customers through inbound, outbound and eService channels in high volume, fast-paced environment, utilizing phone and email.</li><li>Identify areas of inefficiency, bottlenecks, and risk exposure in operational systems, and recommend practical, data-driven improvements.</li><li>Collaborate with cross-functional teams-including back-office, sales, compliance, technology, and global offices-to develop and implement streamlined business processes.</li><li>Participate in projects aimed at process automation, operational digitization, and workflow optimization, working closely with technology and robotics teams.</li><li>Monitor key performance indicators (KPIs) related to service delivery, processing times; prepare reports and dashboards to communicate findings.</li><li>Document revised procedures and support change management efforts by delivering training and guidance to impacted teams.</li><li>Serve as a liaison between business units and technical teams to ensure that operational requirements are effectively translated into system specifications and improvements.</li><li>Analyse customer issue trends and escalation data to identify systemic challenges and develop preventive strategies that enhance service quality and client satisfaction.</li><li>Contribute to risk mitigation by identifying operational vulnerabilities and recommending controls or procedural adjustments to strengthen resilience.</li><li>This is a Hybrid role, based in Convera's Sydney office (1 Margaret Street, Sydney) with the ability to wfh 2 days per week.</li></ul> Qualifications & Experience <ul><li>Must have - paid experience within the Corporate Foreign exchange/B2B payments industry</li><li>Minimum 5 years' experience contributing to business process analysis, operational efficiency initiatives, or organisational improvement projects, ideally within financial services or payments environments.</li><li>Essential - you must have permanent ongoing working rights in Australia to be considered for this role. We are not able to support with a visa.</li><li>Bachelor's degree in Commerce, Business Administration, Finance, or a related field (preferred)</li><li>Strong analytical skills with the ability to interpret data and operational metrics.</li><li>Excellent stakeholder engagement, communication, and interpersonal skills.</li><li>Proficient in Microsoft Office Suite, especially Excel for data analysis and reporting.</li></ul> About Convera <p>Convera is a global leader in commercial payments that powers international business by moving money with ease. We provide tech-led payment solutions to help more than 26,000 customers globally grow with confidence, from small businesses to CFOs and treasurers. As experts in foreign exchange, risk and compliance, with an unrivaled regulatory footprint, Convera's financial network spans more than 140 currencies and 200 countries and territories.</p><p>Our teams care deeply about the value we deliver to our customers, which makes Convera a rewarding place to work. This is an exciting time for our organization as we expand our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.</p><p>As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.</p> Benefits <ul><li>Competitive salary(salary range $76,515 AUD - $153,800 AUD)</li><li>Great career growth and development opportunities in a global organization</li></ul>

Customer Support Specialist, Service Delivery Sydney

The Levey Law Group

<p></p><div><div><div>Join Our Family: Intake Specialist at The Levey Law Group</div>
</div><div><h3 class="jobSectionHeader"><b>About The Levey Law Group</b></h3>
<div><div>Family Law Firm
</div></div></div><div><h3 class="jobSectionHeader"><b>Description</b></h3>
<div><div><div>At The Levey Law Group, we are not just a team; we are a family. Specializing in family law within the vibrant community of Washington State, our firm is on an exciting growth trajectory. We pride ourselves on a culture that is deeply rooted in the development and support of our staff, fostering a corporate structure with the warmth of a family-style atmosphere. Here, every member brings their heart and love to work, creating an environment rich in respect and compassion. If you share our passion for making a difference in the lives of our clients, we invite you to apply for the position of Intake Specialist.</div><div></div><div><br>
Your Role in Our Family:</div><div>
As an Intake Specialist, you will play a crucial role in supporting our intake department as one of the &quot;faces&quot; of our firm. You will provide welcoming, empathetic, and professional service to our potential clients. Your role will help encourage positive client interaction and will set the tone for the clients' journey.</div><div></div><div><br>
Your Responsibilities Will Include:</div><ul><li>
Qualify potential clients per current criteria provided.</li><li>
Conduct thorough conflict checks.</li><li>
Input and sort client data into our CRM.</li><li>
Schedule appointments for attorneys.</li><li>
Provide firm information and send out client agreements to potential clients.</li><li>
Accept consultation and retainer payments.</li><li>
Perform timely follow ups with potential clients per guidelines.</li><li>
Follow protocol for communication of appointments between teams.</li></ul><div></div><div><br>
The ideal candidate will embody our core values and bring:</div><ul><li>
High school diploma or GED.</li><li>
Strong written and verbal communication skills.</li><li>
Excellent time management skills.</li><li>
Outgoing, positive personality with strong interpersonal and social abilities.</li><li>
A quiet environment to take phone calls.</li><li>
Excellent attention to detail and organizational skills.</li><li>
Strong analytical and problem-solving abilities.</li><li>
Ability to work independently and as part of a team.</li><li>
Effective communication skills, both written and verbal.</li><li>
High level of integrity and confidentiality.</li><li>
Strong communication and interpersonal skills.</li><li>
Ability to work independently and as part of a team.</li><li>
Familiarity with collaboration tools.</li><li>
Ability to prioritize and manage multiple tasks simultaneously.</li><li>
Demonstrated ability to work independently as well as part of a collaborative team.</li><li>
Extremely tech savvy with the ability to pivot in new directions as the firm grows.</li><li>
Commitment to continuous learning and professional development in the field.</li><li>
2+ year intake experience (preferred). However, we are less concerned with how many years of experience you have than we are with how many experiences you have gained and mastered during those years. Further, while skills and experience are required, appreciated, and valued, personality, character, intelligence, and integrity will be paramount considerations.</li><li>
Experience with Macs and CRM systems are preferred but not essential.</li></ul><div></div><div><br>
Benefits That Support You:</div><ul><li>
401(k) + Matching</li><li>
Health Insurance</li><li>
Life, Disability, and AD&amp;D Insurance</li><li>
Dental Insurance</li><li>
Vision Insurance</li><li>
Paid Vacation Leave</li><li>
Paid Sick Leave</li><li>
Paid Bereavement Leave</li><li>
Paid Birthdays</li><li>
Paid Holidays</li><li>
World-Class Training &amp; Development</li><li>
High Performance Coaching</li><li>
Opportunity to Bring Your Heart to Work</li><li>
Opportunity to Contribute to a New Business Model</li></ul><div></div><div><br>
Schedule Requirements:</div><ul><li>
Availability from 8 AM to 5 PM PST, Monday to Friday, is essential.</li><li>
The Levey Law Group has a firm childcare policy in place.</li></ul><div></div><div><br>
Work Location:</div><ul><li>
Remote</li></ul><div></div><div><br>
Become a part of something more than a law firm&mdash;become a part of a family that champions growth, unity, and the well-being of its members. Apply now to join The Levey Law Group as our Intake Specialist and contribute to a culture where everyone's contribution is cherished and celebrated.</div>
</div></div></div><div><h4 class="jobSectionHeader"><b>Salary</b></h4>
<p>$20 - $25 per hour</p></div></div>

Intake Specialist

Accenture

<p><b>Skill required:</b> Client Financial Management - Financial Planning and Analysis (FP&amp;A)<br>
<b>Designation:</b> Client Financial Mgmt Specialist<br>
<b>Qualifications:</b>Master of Business Administration
<br>
<b>Years of Experience:</b>7 to 11 years
<br>
<b>About Accenture</b><br>
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
<br>
<b>What would you do?</b> Client Financial Management (CFM) is responsible for delivering business advisory services to Accenture client teams throughout the lifecycle of a contract. As a Client Financial Management Specialist, you might spend your day: &bull; Providing strategic decision-making support, analysis, and advice to client engagement teams to maximize the profitability of engagements. &bull; Fostering a collaborative environment across commercial functions, account leadership, and finance organization to communicate the position of contract or account financials. &bull; Budgeting &amp; forecasting, providing advisory services to client and corporate leadership teams enabling them to meet the organization goals. &bull; Guiding and leading a small team of finance professionals&rsquo; from across the globe, reviewing deliverables. Qualification-CA, CMA, MBA FPAN, Description-Responsible for financial management - including budgeting &amp; forecasting, contract profit &amp; loss management and advisory services to client and corporate leadership teams &bull; Executing account financial processes with emphasis on quality and compliance. &bull; Co-ordinating with internal and external auditors. &bull; Ensuring all accounting meets the US-GAAP and Sarbanes-Oxley requirements in relation to Revenue and Cost accounting. &bull; Need to interpret the contractual documents with client to derive the right accounting method. Financial planning and analysis (FP&amp;A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major business decisions and future financial health. These processes include planning, budgeting, forecasting, scenario modeling, and performance reporting.<br>
<b>What are we looking for?</b> 1. Provide value-added financial management, analysis, and advice to client engagement teams to maximize the profitability of engagements. 2. Collaborate with client and engagement executives, client group finance leads (or equivalent), and other finance operations executives to communicate the position and status of contract or account financial position. 3. Complete standard MTD/QTD financial and operational activities and processes. 4. Fulfill invoicing and collections, consistent with contractual requirements. Perform Inventory and Receivables management, including monitoring of variances and follow-up on discrepancies. 5. Advise/assist on forecast management activities (input collection, processing and report creation). 6. Perform/assist with work plan reconciliation and reporting. 7. Track and report time-reporting hours, expenses, and variances as required, including compliance with account/engagement expense policy (if existent)Track and report third-party out-of-pocket expenses, client time and expenses against program budget, and any other expense charges to program budget tracking and reporting of third-party out-of-pocket expenses. Project based Accounting / Financial Planning &amp; Analysis (FP&amp;A) experience preferred. Good knowledge of U.S. GAAP and Sarbanes &ndash; Oxley. Experience performing budgeting and forecasting functions.
<br>
<b>Roles and Responsibilities:</b> &bull;In this role you are required to do analysis and solving of moderately complex problems &bull; May create new solutions, leveraging and, where needed, adapting existing methods and procedures &bull; The person would require understanding of the strategic direction set by senior management as it relates to team goals &bull; Primary upward interaction is with direct supervisor &bull; May interact with peers and/or management levels at a client and/or within Accenture &bull; Guidance would be provided when determining methods and procedures on new assignments &bull; Decisions made by you will often impact the team in which they reside &bull; Individual would manage small teams and/or work efforts (if in an individual contributor role) at a client or within Accenture &bull; Please note that this role may require you to work in rotational shifts</p>
<br>
Master of Business Administration

Client Financial Mgmt Specialist

<p><b>Skill required:</b> Client Financial Management - Financial Planning and Analysis (FP&amp;A)<br>
<b>Designation:</b> Client Financial Mgmt Specialist<br>
<b>Qualifications:</b>Master of Business Administration
<br>
<b>Years of Experience:</b>7 to 11 years
<br>
<b>About Accenture</b><br>
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
<br>
<b>What would you do?</b> Client Financial Management (CFM) is responsible for delivering business advisory services to Accenture client teams throughout the lifecycle of a contract. As a Client Financial Management Specialist, you might spend your day: &bull; Providing strategic decision-making support, analysis, and advice to client engagement teams to maximize the profitability of engagements. &bull; Fostering a collaborative environment across commercial functions, account leadership, and finance organization to communicate the position of contract or account financials. &bull; Budgeting &amp; forecasting, providing advisory services to client and corporate leadership teams enabling them to meet the organization goals. &bull; Guiding and leading a small team of finance professionals&rsquo; from across the globe, reviewing deliverables. Qualification-CA, CMA, MBA FPAN, Description-Responsible for financial management - including budgeting &amp; forecasting, contract profit &amp; loss management and advisory services to client and corporate leadership teams &bull; Executing account financial processes with emphasis on quality and compliance. &bull; Co-ordinating with internal and external auditors. &bull; Ensuring all accounting meets the US-GAAP and Sarbanes-Oxley requirements in relation to Revenue and Cost accounting. &bull; Need to interpret the contractual documents with client to derive the right accounting method. Financial planning and analysis (FP&amp;A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major business decisions and future financial health. These processes include planning, budgeting, forecasting, scenario modeling, and performance reporting.<br>
<b>What are we looking for?</b> 1. Provide value-added financial management, analysis, and advice to client engagement teams to maximize the profitability of engagements. 2. Collaborate with client and engagement executives, client group finance leads (or equivalent), and other finance operations executives to communicate the position and status of contract or account financial position. 3. Complete standard MTD/QTD financial and operational activities and processes. 4. Fulfill invoicing and collections, consistent with contractual requirements. Perform Inventory and Receivables management, including monitoring of variances and follow-up on discrepancies. 5. Advise/assist on forecast management activities (input collection, processing and report creation). 6. Perform/assist with work plan reconciliation and reporting. 7. Track and report time-reporting hours, expenses, and variances as required, including compliance with account/engagement expense policy (if existent)Track and report third-party out-of-pocket expenses, client time and expenses against program budget, and any other expense charges to program budget tracking and reporting of third-party out-of-pocket expenses. Project based Accounting / Financial Planning &amp; Analysis (FP&amp;A) experience preferred. Good knowledge of U.S. GAAP and Sarbanes &ndash; Oxley. Experience performing budgeting and forecasting functions
<br>
<b>Roles and Responsibilities:</b> &bull;In this role you are required to do analysis and solving of moderately complex problems &bull; May create new solutions, leveraging and, where needed, adapting existing methods and procedures &bull; The person would require understanding of the strategic direction set by senior management as it relates to team goals &bull; Primary upward interaction is with direct supervisor &bull; May interact with peers and/or management levels at a client and/or within Accenture &bull; Guidance would be provided when determining methods and procedures on new assignments &bull; Decisions made by you will often impact the team in which they reside &bull; Individual would manage small teams and/or work efforts (if in an individual contributor role) at a client or within Accenture &bull; Please note that this role may require you to work in rotational shifts</p>
<br>
Master of Business Administration

Patrick, Harper & Dixon LLP

<p><b>Overview</b>:</p><p>Patrick, Harper &amp; Dixon is seeking a Intake Specialist to work closely with the firm&rsquo;s attorneys and staff to ensure smooth daily office operations. This position supports attorneys and staff by organizing complex schedules for client consultation. The right candidate is interested in being an integral part of the PHD team, working part-time in the firm&rsquo;s downtown Hickory office, and handling a variety of responsibilities and competing priorities. The ideal candidate has impeccable attention to detail.</p><p>The role of the Intake Specialist is crucial for Patrick, Harper, &amp; Dixon to streamline our intake process and improve client experiences. Your role will support the firm&rsquo;s mission by enhancing client interaction efficiency and ensuring a seamless transition from initial contact to case handling.</p><p>Responsibilities can vary by day and may include:</p><p>- Field all calls pertaining to appointments for multiple departments&rsquo; matters</p><p>- Calendar Management &ndash; maintain and update complex calendars for multiple attorneys</p><p>- Gather all pertinent contact information, request a summary of the situation and the names of all parties involved, gather contact information for all parties involved</p><p>- Run a conflict of interest check based on the information provided</p><p>-Schedule the consultation based on attorney&rsquo;s availability</p><p>-Complete the set-up sheets for the client matters</p><p>-Utilize referral listing for any matters the Firm cannot assist with</p><p>-Conduct deed searches</p><p>-Submitting Employment Claim Information Form through Jotform.</p><p><b>Experience:</b></p><p>The successful candidate has:</p><p>-Impeccable attention to detail</p><p>- Proven experience in or a similar role<br/>- Strong organizational skills with the ability to prioritize tasks<br/>- Ability to learn new software and assist others in learning<br/>- Excellent communication skills for interacting with staff and clients<br/>- Discretion, good judgment, and professionalism</p><p>- Performs additional duties as needed to support overall [department/firm] operations and meet the goals of the firm.</p><p>This position offers the opportunity to work in a dynamic law firm environment where your skills will be valued and developed. If you are a proactive individual with a passion for organization and teamwork, we encourage you to apply for this rewarding role.</p><p>Job Type: Part-time</p><ul><li>Law Office: 1 year (Required) in similar role</li></ul><p>Ability to Commute:</p><ul><li>Hickory, NC 28601 (Required)</li></ul><p>Expected hours: 27.5 per week</p><p>Work Location: In person</p>

CloudRCM Solutions

<p>We are seeking a proactive and detail-oriented CRM Specialist to join our team. The ideal candidate will be responsible for building and maintaining strong relationships with clients in USA through effective communication, ensuring customer satisfaction, and resolving inquiries or issues promptly. A strong command of professional email communication, active listening, and problem-solving are essential for success in this role.</p><p><b>Key Responsibilities:</b></p><p>Serve as the primary point of contact for assigned clients, ensuring their needs and expectations are consistently met.</p><p>Draft clear, professional, and empathetic email communications to respond to client inquiries and issues.</p><p>Manage and monitor client correspondence through email, phone, and other communication channels.</p><p>Handle client concerns and complaints with a solutions-oriented approach and escalate complex issues when necessary.</p><p>Maintain up-to-date records of client interactions in the CRM system.</p><p>Collaborate with internal teams (Sales, Operations, Billing, etc.) to deliver seamless service to clients.</p><p>Provide timely updates and follow-ups to ensure client satisfaction.</p><p>Identify opportunities to improve client experience and support retention initiatives.</p><p>Assist in onboarding new clients and guiding them through initial processes.</p><p><b>Qualifications:</b></p><p>Proven experience in client services, customer support, or account management (1&ndash;3 years preferred).</p><p>Exceptional written and verbal communication skills, with a strong focus on email etiquette and tone.</p><p>Proficiency with CRM tools, email platforms, and productivity software (e.g., Outlook, Gmail, Microsoft Office, or Google Workspace).</p><p>Strong problem-solving abilities with a client-first mindset.</p><p>Detail-oriented and highly organized with the ability to manage multiple client accounts.</p><p>Ability to stay calm under pressure and handle sensitive situations with professionalism.</p><p>Bachelor&rsquo;s degree in Communications, Business, Marketing, or a related field is a plus.</p><p><b>Preferred Skills:</b></p><p>Experience working in healthcare/finance/technology industries.</p><p>Knowledge of basic customer success metrics and reporting.</p><p>Ability to work independently and in a team-oriented environment.</p><p>Job Type: Full-time</p><p>Work Location: In person</p><p>Expected Start Date: 15/12/2025</p>

CRM Specialist

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