Client Success Operations Specialist

Job Summary

Supporting the Client Success team, the full-time Client Success Operations Specialist will manage account initiatives, provide customer tracking and reporting, and collaborate with management to enhance engagement strategies, all in a fully remote environment.

Key responsibilities

• Provide information to the Client Success and Engagement team to execute engagement strategies with employer alliances
• Execute daily activities and offer insights on department workflow for effective Client Success operations management
• Maintain accurate documentation and reporting of all activities in the client relationship management system

Required qualifications

• Bachelor's degree in business, marketing, or a related field from an accredited institution and three years of customer service experience, including one year of administrative experience; or a High School Diploma with seven years of customer service experience, including one year of administrative experience
• Strong interpersonal skills for professional communication across various platforms
• Highly organized with demonstrated planning, reporting, and time management skills
• Knowledge of adult learning and development, industry trends, and post-secondary education is a plus
• Experience with Salesforce, Clearslide, MS Office, SharePoint, and Outlook