Client Engagement Specialist

Job Summary

A company is looking for a Client Engagement Specialist who is motivated to learn and passionate about delivering outstanding results.

Key Responsibilities

• Execute customized success plans for client onboarding, offboarding, and issue resolution
• Act as a liaison between stakeholders to ensure timely and accurate task completion
• Lead and coordinate the client onboarding experience, including managing timelines and preparing materials

Required Qualifications

• Bachelor's degree preferred
• 3+ years of client-facing customer service experience or equivalent
• General knowledge of business systems, processes, and metrics
• Experience with Microsoft Office products and task management tools
• General knowledge of accounting and ClickUp experience preferred