Job Summary

We are seeking an energetic and proactive consultant to drive exceptional client engagement and help foster long term partnerships. In this pivotal role, you will serve as the primary point of contact for clients, ensuring their needs are met with tailored solutions and outstanding service. Your expertise in project management, account management, and customer relationship strategies will empower you to deliver value that exceeds expectations.

Join us to help build solid client relationships, identify growth opportunities, and contribute to our company’s success in a dynamic, fast-paced environment.

Details including but not limited to

- Develop and nurture strong relationships with clients by understanding their unique business needs and objectives
- Manage client accounts proactively, ensuring satisfaction and retention through personalized service and strategic insights
- Coordinate cross-functional teams to deliver customized solutions aligned with client goals, leveraging project management skills
- Utilize analysis skills to assess client data, identify trends, and recommend actionable strategies for growth and improvement
- Maintain detailed records of client interactions, preferences, and feedback within Salesforce or other CRM platforms
- Collaborate with sales and marketing teams to identify new opportunities for account expansion and service enhancements




- Provide exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and maintaining open communication channel

Required education

High School Diploma/GED

Preferred education

Bachelor's Degree

Preferred Experience

- Proven experience in customer relationship management within the SaaS (Software as a Service) or financial services sectors
- Strong project management skills with a track record of coordinating multiple initiatives simultaneously
- Demonstrated ability to handle business client relationships
- Excellent communication skills, both verbal and written, with the ability to present complex information clearly and persuasively
- Experience in marketing strategies related to customer engagement and retention is a plus
- Knowledge of analysis techniques used to interpret client data and inform strategic decisions
- If you do not meet all the points above do not hesitate to still apply as we are looking for individuals that can show they are willing to learn

Join us as a Client Success Consultant to make a meaningful impact by cultivating lasting partnerships, driving client success, and supporting our mission to deliver innovative solutions that empower our clients’ growth. Pay: $22.60 per hour

Expected hours: 32.0 – 36.0 per week

Work Location: In person

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