Source Job

$80,237–$139,077/yr
Global 3w PTO

  • Oversee end-to-end client case management including tracking, prioritization, and documentation across multiple systems.
  • Support year-end tax form processing by validating, formatting, QA'ing, and delivering files for various tax forms.
  • Serve as primary client contact, leading status meetings and providing high-touch communication and client-facing summaries.

Client Services Customer Success Excel Salesforce

20 jobs similar to Client Support Analyst

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$65,000–$85,000/yr
US

  • You will maintain and support client benefits websites, document processes, and provide advanced operational and technical support.
  • You will resolve client issues, triage tickets, and communicate proactively with clients.
  • You will mentor team members, drive process improvements, and support implementations.

bswift is a leading benefits administration company that simplifies the complex world of employee benefits. We serve thousands of companies and millions of people nationwide, offering a fun, flexible, and creative environment.

  • Work with client account teams to understand client projects and requirements.
  • Take the lead on special projects involving data interpretation and analysis.
  • Prepare, evaluate, and deliver results to clients via phone and email.

Experian is a global data and technology company that powers opportunities for people and businesses worldwide. With 25,200 employees across 32 countries, Experian has a people-first, inclusive, and purpose-driven culture that has earned multiple awards.

US 3w PTO

  • Manage an assigned portfolio of Fintech clients and build long-term strategic partnerships.
  • Actively hunt and prospect new-logo Fintech accounts to build a strong net-new pipeline.
  • Align Experian capabilities to client objectives, drive revenue growth, and deliver exceptional client experiences.

Experian is a global data and technology company that powers opportunities for people and businesses by redefining lending, preventing fraud, and creating marketing solutions. With 22,500 employees across 32 countries, we foster a people-first culture that values inclusion, development, and work-life balance.

$90,000–$150,000/yr
US 3w PTO

  • Drive revenue growth by managing client relationships and developing close alliances with senior client management.
  • Uncover new business opportunities by building relationships with new partners across the financial services industry.
  • Collaborate with cross-functional teams to balance priorities, handle issues, and identify opportunities for growth.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We have an amazing team of 25,200 people in 32 countries.

US

  • Deliver timely, responsive support for new and existing clients, ensuring a smooth transition from implementation through ongoing service.
  • Maintain accurate client benefit information across systems, providing reliable documentation for operational teams.
  • Collaborate effectively with Sales, Operations, Client Care, carriers, and vendors to resolve requests and support client needs.

Health Advocate is a leading provider of health advocacy, navigation, well-being, and integrated benefits programs, helping members navigate healthcare complexities. The company is part of Teleperformance in the US, employs a team of compassionate experts, and has been recognized as a top workplace by Fortune, with numerous customer service awards.

$100,000–$170,000/yr
US 3w PTO

  • Manage an assigned portfolio of Fintech clients and build long-term strategic partnerships.
  • Hunt and prospect new-logo Fintech accounts to build a strong net-new pipeline.
  • Drive revenue growth, strengthen client relationships, and create exceptional client experiences.

Experian is a global data and technology company that powers opportunities for people and businesses around the world. They have a team of 25,200 people in 32 countries and foster a people-first, inclusive, and purpose-driven culture.

$60,000–$75,000/yr
US 3w PTO

  • You will communicate with clients on the phone to understand their situation and advise them on next steps.
  • You’ll master complex topics and internal tools to help hundreds of people each week.
  • You’ll be measured by and compensated for the impact you have on clients.

Atticus is a platform that connects sick or injured Americans with government benefits and insurance compensation. The company has raised over $100 million from top VC firms, helped hundreds of thousands of people access over $10 billion in aid, and earned over 20,000 five-star reviews.

US

  • Help customers complete their taxes using Intuit TurboTax products.
  • Provide tax advice, full service return preparation, and tax calculations.
  • Utilize government websites and professional resources to deliver accurate answers.

Intuit is a financial software company known for products like TurboTax and QuickBooks. They are committed to building an inclusive and just employment ecosystem and prioritize candidates from diverse backgrounds.

$60,000–$75,000/yr
US

  • Support a defined group of clients by carrying out day-to-day responsibilities and coordinating with cross-functional teams.
  • Build and maintain positive client relationships that reflect Envoy’s commitment to service and provide timely, accurate responses.
  • Monitor personal and team inboxes, serve as the primary contact for assigned clients, and escalate issues as needed.

Envoy Global is a proven innovator in the global immigration space, combining an industry-leading tech platform with holistic service to streamline and expedite the immigration process. They are a company fostering a culture of service and collaboration, seeking to build strong client relationships.

US

  • Represent clients on the phone to prevent fraud using effective relationship building skills.
  • Analyze account processes and transactions to identify fraudulent activity and trends.
  • Navigate multiple systems while maintaining compliance and meeting productivity and quality standards.

Founded in 1933, CBE Companies specializes in debt recovery for the nation's largest private-sector and government contracts. They are an InHerSight Top 20 Business Service Employer and Training Magazine Top 100, committed to inclusion and equal opportunity.

Mexico

  • Monitor customer accounts and contact clients to collect outstanding payments, ensuring timely resolution of overdue invoices.
  • Investigate historical data and collaborate with billing teams to resolve billing and payment inquiries.
  • Maintain accurate records of account status, analyze aging reports, and report weekly on collection activity and accounts receivable.

Mitratech is a technology company that builds world-class products to simplify operations in Legal, Risk, Compliance, and HR functions. With over 35 years of experience, they serve 20,000+ clients globally, including 30% of the Fortune 500, and foster a diverse, inclusive culture centered on learning and fun.

Mexico

  • Process international customer orders and prepare export documentation using SAP and Salesforce.
  • Support customers with order status, shipment updates, and resolve routine discrepancies.
  • Coordinate with logistics, quality, and sales teams to ensure timely shipment execution.

Ingredion is a global plant-based ingredients solutions company that makes sweeteners, starches, and biomaterials used in everyday products. The company values diverse perspectives and fosters a collaborative culture of innovation, with a global team across more than 60 industries.

Philippines 2w PTO

  • Manage the full client journey from discovery to integration, acting as the main point of contact for all concerns.
  • Set success metrics, monitor performance, and lead regular check-ins to ensure progress and resolve issues.
  • Build strong client relationships and collaborate with internal teams to ensure smooth execution and communication.

MultiplyMii is a staffing company that connects Philippine talent with US-based clients in the Home Service Industry, also offering CFO and accounting services. The company emphasizes continuous training and professional development, fostering a collaborative and client-focused culture.

$20–$22/hr
US Unlimited PTO

  • Provide personalized operational and account support to executive clients, managing day-to-day requests and ensuring timely resolution.
  • Document all client interactions in Salesforce, troubleshoot issues, and collaborate with internal departments for seamless client experience.
  • Achieve and exceed company and department goals while maintaining professional competence and effective work relationships.

DentalXChange provides electronic dental claims and payment solutions. The company promotes a positive culture with friendly co-workers and values of actively caring, trying hard, being humble, and giving feedback as a gift.

  • Process payroll settlements in the client's Workday application.
  • Settle on-demand payments as requested.
  • Manage daily control reports and perform Treasury exceptions.

OneSource Virtual provides payroll, benefits, and finance solutions exclusively for Workday customers. With over 1,500 customers and 92% retention, they foster a values-based culture with opportunities for professional growth.

US 14w maternity 14w paternity

  • Supports the Operations Manager in driving key operational initiatives for RLS Legal Services, focusing on client transitions and case intake.
  • Manages the transition of Ryan clients to RLS Legal Services Agreements and supports the intake of legal cases into Lead Docket and Filevine.
  • Collaborates with tax consultants, attorneys, and the RLS India team to ensure accurate data management and seamless case processing.

Ryan is a dynamic, rapidly expanding tax services firm serving the world’s most respected Global 5000 companies. It offers an award-winning culture with a focus on employee growth, flexibility, and innovation.

$75,000–$100,000/yr
US

  • Manage transaction lifecycle from quote to cash for assigned accounts.
  • Develop and maintain client relationships to ensure satisfaction and profitability.
  • Coordinate with internal teams and vendors to resolve issues and optimize deals.

AHEAD builds platforms for digital business by integrating cloud, automation, analytics, and software delivery. They prioritize a culture of belonging and are an equal opportunity employer.

$68,000–$112,000/yr
US 3w PTO

  • Uncover new opportunities by cultivating relationships with partners across multiple mediums.
  • Consult with C-level decision makers to understand client needs and provide simple answers to complex problems.
  • Achieve monthly and annual sales targets while delivering world-class client satisfaction.

Experian is a global data and technology company powering opportunities for people and businesses around the world. We have an amazing team of 25,200 people in 32 countries, with a multi-award-winning inclusive culture.

US Unlimited PTO

  • Manage client verification efforts and maintain compliance with data requirements.
  • Serve as primary point of contact for enterprise life science clients and drive successful renewals.
  • Conduct data analysis using Tableau and Excel to deliver impactful presentations to clients.

RxVantage is a software platform that connects healthcare providers with life science experts to improve patient care. We are a small company with a big mission, powering over 1 million educational exchanges annually, and we have a proven product and a passionate team.

US Unlimited PTO

  • Owns the operational backbone of Client Success and Technical Account Management, ensuring platforms, reporting, and programs enable exceptional client experiences.
  • Leads Salesforce operations, CS platform administration, reporting, client journey orchestration, and satisfaction programs.
  • Drives AI innovation and cross-functional projects to improve client engagement and operational efficiency.

Origami Risk delivers single-platform SaaS solutions that help organizations navigate risk, insurance, compliance, and safety management. Founded by industry veterans, the company continues to innovate its product offerings and is committed to client success.