Client Success Specialist

Job Summary

A company is looking for a Client Success Specialist, Spending Accounts.

Key Responsibilities

• Assist with data collection, platform setup, and configuration for new client implementations
• Handle routine client inquiries, resolve basic system issues, and ensure timely updates to client accounts
• Maintain accurate client records and support internal documentation efforts to streamline processes

Required Qualifications

• Experience in client service, account management, or benefits administration related to spending accounts
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
• Ability to manage multiple tasks with accuracy
• Bachelor's degree in Business, Communications, or a related field preferred
• Experience with CRM and project management tools preferred