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$55,000–$65,000/yr
US

  • Build and maintain strong relationships with clients by understanding their needs.
  • Act as the main point of contact for client inquiries, concerns, and escalations.
  • Facilitate the onboarding process for new clients, ensuring a smooth transition.

CRM Microsoft Office Suite Communication Interpersonal Problem-solving

20 jobs similar to Client Services Specialist

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  • Build and maintain strong, long-lasting client relationships
  • Ensure the timely and successful delivery of solutions
  • Assist with challenging client requests or issue escalations

Infuse has built a reputation as a beloved employer by prioritizing employee satisfaction and creating a workplace where everyone feels valued and connected. Joining their team means becoming part of a supportive community that celebrates every success and encourages continuous improvement.

US

  • Develop and nurture relationships with selected accounts.
  • Be a trusted advisor and expert in DemandFactor offerings.
  • Manage documentation and address options and integrations from proposal to delivery.

DemandFactor focuses on building strong customer relationships and ensuring clients have a great experience with successful campaigns. They foster growth through excellent campaign leads and great customer service.

Global

  • Perform general administrative tasks such as managing calendars and scheduling appointments.
  • Act as a liaison between clients and internal teams, handling email correspondence, and ensuring timely and accurate communication.
  • Build and maintain positive relationships with clients, understanding their needs and ensuring a high level of client satisfaction.

Savvital provides diversified services to small and medium-sized businesses in the international market to enable them to build their future while benefiting from our customized solutions. Their team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday.

Global

  • Manage the onboarding process for new clients, setting expectations and tracking progress.
  • Support client education by integrating learning opportunities.
  • Monitor client health during onboarding, identifying and addressing potential challenges.

INNERGY is transforming the woodworking industry with purpose-built, cloud-based ERP software designed exclusively for custom manufacturers. They are a globally distributed team of 200 plus professionals united by deep software expertise and a shared passion for solving meaningful, real-world problems.

Global

  • Serve as the primary point of contact for assigned client accounts.
  • Develop a deep understanding of each client's business, needs, and goals.
  • Monitor client usage, engagement, and satisfaction using internal tools and KPIs.

Savvital empowers small and medium-sized businesses in the international market by providing customized solutions. Their team is composed of highly educated and motivated experts and they value the uniqueness and experience each individual brings to the organization.

Europe

  • Own the day-to-day success of assigned clients, focusing on adoption, account health, and retention at scale.
  • Serve as a trusted partner by sharing relevant best practices and resources to customers.
  • Develop and maintain a detailed understanding of client use cases and document findings to support continuity and scale.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

South Africa

  • Serve as the primary point of contact for a high volume of small client accounts, managing day-to-day requests and inquiries.
  • Coordinate with internal teams (Service Desk, Engineering, Finance, Billing, etc.) to resolve client issues through to completion.
  • Support client retention by ensuring a responsive, reliable, and positive day-to-day client experience.

Jobgether is a company using an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against a role's core requirements. Their system identifies top-fitting candidates, and this shortlist is then shared directly with the hiring company.

  • Identify new business opportunities through various channels to achieve sales targets and business growth.
  • Build and maintain strong relationships with clients by understanding their needs and addressing their concerns promptly.
  • Work closely with internal teams to ensure smooth service delivery and high client satisfaction.

SGS is the world’s leading testing, inspection and certification company. They operate a network of over 2,500 laboratories and business facilities across 115 countries, supported by a team of 99,500 dedicated professionals.

Global Unlimited PTO

  • Guide new clients through onboarding, ensuring system confidence.
  • Monitor client projects to meet enrollment targets, addressing roadblocks.
  • Build strong relationships for repeat business and enthusiastic referrals.

Trialfacts is an entrepreneurial company advancing health research. They foster a remote and fast-paced environment.

$66,000–$75,000/yr
US Unlimited PTO

  • Provision and configure new advisor accounts and teams in internal systems.
  • Manage advisor transitions, including moves between account managers or teams.
  • Execute user migrations and update internal systems to reflect accurate billing, contracts, and account information.

Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace.

US

  • Responsible for the retention and development of ongoing relationships between Coface and its key clients.
  • Serves as a product reference and a problem solver for Coface’s prospects/client.
  • Handle client negotiations and come up with strategies to manage interactions with clients/prospect in a positive and professional manner.

Coface helps companies navigate uncertainty by empowering them to make the right decisions and trade smarter in a complex world. With nearly 80 years of global experience, they offer a full range of solutions driven by unique data, technology, innovation and a deep understanding of the global economy.

North America 4w PTO

  • Deliver impeccable and proactive service, anticipating client needs before they arise.
  • Explain complex concepts simply, like transaction unwinding or specific promotions.
  • Take ownership of client issues, coordinating efforts across departments to ensure resolution.

Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. As the largest fintech company in Canada, 3+ million users trust them with more than $100 billion in assets.

US Unlimited PTO

  • Own day-to-day client relationships, serving as the primary point of contact.
  • Provide strategic guidance by translating client business goals into integrated marketing roadmaps.
  • Drive flawless execution by managing scopes, timelines, budgets, and dependencies across workstreams.

Unlock Health is a full-service marketing communication agency, grounded in technology, built for healthcare and integrated with a managed care consultancy with deep revenue strategy expertise. They brought together leading healthcare firms to solve a core challenge: aligning brand, marketing, technology, and revenue strategy.

$110,000–$130,000/yr
US

  • Manage, retain and expand relationships with assigned clients.
  • Deliver business results to drive high client retention and expansion.
  • Act as the voice of the client, advocating for their requests and feedback.

Force Therapeutics is reshaping the future of remote therapeutic care. Their intelligent, evidence-driven platform empowers clinicians to extend their reach and engage patients at every pivotal moment of their care journey. As they enter their next phase of innovation and expansion, they’re looking for mission-driven team members who are energized by solving meaningful challenges in healthcare.

US

  • Partner with Sales, KYC Operations, Legal and Client Experience teams to ensure a seamless client onboarding process.
  • Ensure integrity of the sales pipeline, timely completion of client-specific contracts, and attentive client care.
  • Become familiar with new account opening requirements, verifying information, and coordinating necessary approvals.

Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto, offering custody, staking, and trading services. They are a diverse team of more than 600 members with offices in multiple locations and are funded by leading institutions.

$60,000–$70,000/yr
US 12w maternity 12w paternity

  • Address client inquiries and proactively follow up with unresponsive clients.
  • Oversee client form intake, log data in Salesforce, and track client readiness.
  • Coordinate with accounting to validate Stripe payment setups, ensuring correct billing configurations before client activation.

Xplor provides cloud-based technology solutions for small and medium-sized businesses, enabling them to manage operations and growth. They aim to help business owners focus on their passion by providing tools like Xplor Pay for secure and fast payments. Their team is unified by a purpose of helping people succeed.

$70,000–$85,000/yr
US

  • Be the project manager for program launch tasks and manage multifaceted programs with device partners, clients and internal teams.
  • Prepare recurring client reports, analyze and present key results, facilitate meetings, and deliver nuanced technical and data driven messages to clients.
  • Foster a deep understanding of the product, service offerings and functionality to effectively communicate capabilities to clients and contribute to shaping program design.

EnergyHub empowers utilities and their customers to create a clean, distributed energy future. They have a casual environment, the flexibility to set your own schedule, and offer opportunity for growth and development within the role.

$56,100–$95,500/yr
US

  • Conduct kickoff calls and orientation to the onboarding program.
  • Create and execute a customized onboarding plan for customers.
  • Set expectations for turnaround times and maintain a project plan for each customer

RealPage provides software and data analytics to the real estate industry. They are committed to creating an inclusive environment for all employees.

US

  • Manage client and broker/consultant relationships throughout the client lifecycle.
  • Communicate clearly and concisely in both verbal and written formats.
  • Collaborate cross-functionally within a team environment, ensuring seamless coordination and alignment across departments.

Lantern is a specialty care platform connecting people with the best care when they need it most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country.

$70,000–$80,000/yr
US Unlimited PTO

  • Drive the full onboarding lifecycle from kickoff to go-live, manage timelines and risks.
  • Independently implement standard Salesforce and Mogli configurations, translate technical knowledge for precise client configurations.
  • Promote client success by implementing a dynamic onboarding program and training curriculum.

Mogli Technologies delivers a native Salesforce application for SMS and WhatsApp communications to global education organizations and nonprofits, along with extreme growth of clients in commercial verticals. They are a small, high-trust team focused on accelerating their clients' success globally.