Client Success Specialist

PRIMARY FUNCTIONS

The Client Success Specialist is responsible for day-to-day client interactions and account management within the Client Success Department. This position prepares reports and presentations for internal and external recipients, providing an analysis of the data preparation. 

REPORTS TO

The Client Success Specialist reports to the Manager of Client Success and works collaboratively with other Emergicon personnel in all departments.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Promptly and effectively respond to client inquiries via email, phone and internal communication software.

• Ensure that timely and appropriate actions are taken to resolve client issues and concerns.

• Coordinate activities between departments on client’s behalf.

• Monitor monthly financial reports while managing error resolution options.

• Notify teams of client anniversaries and renewal dates monthly.

• Attend weekly internal meetings.

• Other job-related duties as assigned.

KNOWLEDGE AND EXPERIENCE REQUIRED

• HS/GED required, associate degree in business or related field preferred

• At least two (2) years of customer service experience

• Must be organized and detail oriented

• Ability to multitask and complete projects within assigned deadlines 

• Intermediate experience in Microsoft Excel, Power Point, and Word

• Professional email/phone skills with the ability to communicate clearly and professionally 

• Excellent grammar and punctuation skills

• Computer literacy

WORKING CONDITIONS

Work is performed on a computer and requires long periods of sitting/standing at workstation.