Client Success Specialist Job at Robert Half (Carlsbad)

Client Success Specialist

We are seeking a Client Success Specialist to support users of a healthcare soft...

Location

United States , Phoenix

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Client-facing role with direct impact on user experience
Mix of product support, troubleshooting, and relationship management
Opportunity to work with key clients and support meaningful healthcare workflows
Strong fit for someone who likes problem-solving, ownership, and fast-paced support work
Visible role that helps shape client satisfaction and long-term success
Exposure to healthcare software, healthcare IT, EMR, or EHR platforms
Familiarity with front office, scheduling, patient intake, clinical workflows, or practice operations
Experience using ServiceNow or a similar ticketing / case management system
Ability to troubleshoot issues tied to system behavior, configuration, workflows, or user setup
Ability to manage high-volume of support requests while maintaining strong follow-up and service quality

Job Responsibility

Serve as a first point of contact for clients needing support with the platform through inbound calls, email, and ticket-based case management
Help users resolve day-to-day product issues related to navigation, workflow, setup, and standard system functionality
Troubleshoot software issues by identifying root causes, asking the right questions, and recreating problems when needed
Support clients using front-office and clinical-related features, providing clear guidance and practical next steps
Manage a consistent flow of support requests while staying focused on responsiveness, backlog management, and timely follow-up
Document client issues, case activity, and troubleshooting details thoroughly in ServiceNow
Escalate more advanced issues, bugs, or unresolved concerns to the appropriate internal teams with complete context and clear documentation
Keep clients informed throughout the support process with professional communication, timely updates, and strong follow-through
Share recurring issues, client feedback, and support trends with internal partners to improve service and product performance
Contribute to internal resources and knowledge-sharing materials that help improve resolution speed and consistency across the team

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Client Success Specialist

Are you motivated to participate in a dynamic, multi-tasking environment? Do you...

Location

United States , Aliso Viejo; Carlsbad

Salary:

50551.00 - 87201.00 USD / Year

NeoGenomics Laboratories

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business Administration or related field is preferred but not required
2+ years’ experience in customer service/sales support
Excellent typing, data entry, and customer service skills
Proficient with MS Office programs and database management
Experience managing multiple projects
Strong organizational skills and attention to detail
Ability to adapt to changing procedures, policies, and work environment
Ability to communicate effectively, both written and oral
Ability to work in a cross-functional cross-country team environment
Ability to work independently and as a team player

Job Responsibility

Must demonstrate proficiency in all Core Responsibilities of a Client Services Advocate
Prioritizes tasks as necessary to maintain a streamlined workflow within their region to resolve issues in a timely and efficient manner
Stays up-to-date on new test offerings and changes of procedures
Monitors and maintains quality and productivity objectives along with other key indicators on a routine basis
Assesses and responds to situations where standard protocol has failed in resolving customer or sales issues and works to resolve issues with other departments
Able to assist clients with account set-up, LIS user access and user issues, online ordering assistance, and IT concerns
Responsible for coordinating sales support processes and implementations as well as providing administrative support to the sales team
Spearhead new client “Fresh Start” and at-risk client “Case Management Monitoring” programs within their regions
Participate in sales meetings (conference and live) to include assigned regional meetings, and disseminates pertinent information to regional teams
Training new and existing clients on Neo systems to reduce delays and outbound calls to clients

What we offer

Career coaches internally
Many training opportunities
Highly competitive benefits with a variety HMO and PPO options
Company 401k match
Employee Stock Purchase Program
Tuition reimbursement
Leadership development
Start employees off with 16 days of paid time off plus holidays
Wellness courses
Highly engaged employee resource groups

Fulltime

Client Success Specialist

This is position responsible for building and maintaining client relationships w...

Location

Salary:

Not provided

My Amazon Guy

Expiration Date

Until further notice

Requirements

You should be independent, comfortable with leadership, and know-how to build a process
Strong organizational skills: You should be comfortable problem solving, managing projects, time management, calendar management and detail oriented
Excellent interpersonal skills: You should be comfortable taking responsibility for client accounts, conducting client calls, and communicating with clients on a frequent basis to grow their sales on Amazon
A computer with dual monitor setup is required
Computer with at least 8GB of RAM
Must have at least 25 MBPS internet speed

Job Responsibility

Handles retention tickets
Manages retention contracts
Assist with pricing agreements and ensure the Client PM team archives clients properly
building and maintaining client relationships
establish relationships, keep clients happy and fix their problems
Be a customer advocate
joining calls with clients, retaining existing clients, determining burn rates and appropriate workloads, providing monthly reports on client performance, handling client escalations and complaints
sending client gifts

What we offer

Permanent work-from-home setup
Unlimited FREE access to MAG School courses and SOP Library
Opportunities for professional development and career advancement

Fulltime

Client Success Specialist - Cards

Sterling Williams are working alongside a great fintech firm based in the West E...

Location

United Kingdom , London

Salary:

45000.00 GBP / Year

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Proven experience delivering outstanding client or customer support in a fast-paced environment-paced environment
Experience and background in fintech, issuing, card processing, or payments operations
Understanding of the end-to-end-to card transaction lifecycle and operational workflows-end card transaction lifecycle and operational workflows
High attention to detail with strong problem-solving capabilities-solving capabilities
Excellent written and verbal communication skills

Job Responsibility

Act as the first and primary point of contact for all card-related client queries (issuance, usage, limits, declines, disputes, chargebacks, and card lifecycle events)
Provide clear, accurate guidance to clients on card functionality, controls, and usage
Manage day-to-day communications, providing clear updates, explanations, and guidance
Build strong, trusted relationships through consistent, high-quality-quality service.-to-day communications, providing clear updates, explanations, and guidance
Anticipate customer needs and proactively flag potential issues or service improvements
Ensure that all interactions reflect premium service standards
Ensure all client interactions and actions comply with internal policies, card scheme rules, and regulatory expectations
Troubleshoot and Investigate card issues using internal systems and third-party platforms
Triage and escalate complex or high-risk issues to the appropriate internal teams (Cards Operations, Compliance, Fraud, Product) in line with agreed escalation paths
Track incidents and client cases to resolution, ensuring SLAs are met

Fulltime

Client Success Technical Specialist

B2B SaaS Client Success Technical Manager role within Onebox (Fever Group). Resp...

Location

Mexico , Mexico City

Salary:

Not provided

Fever

Expiration Date

Until further notice

Requirements

Experience in customer support, ideally in a SaaS environment
Confident troubleshooting technical issues with a hands-on mindset
Fluent in English and Spanish (written and spoken)
Tech-savvy, detail-oriented, and focused on client experience
Comfortable working cross-functionally with internal teams
Valid driver's license for occasional on-site support

Job Responsibility

Be the go-to person for clients for technical support, platform usage, and troubleshooting
Manage daily client requests, from incident resolution to platform configuration and data exports
Provide onboarding, training, and ongoing support to help clients get the most out of Onebox
Collaborate closely with internal teams (Sales, Tech, Product, Design) to ensure a seamless client experience
Support on-site operations during live events when needed
Play a key role in driving customer satisfaction and identifying opportunities for improvement

What we offer

Have a real impact on the company's growth and evolution
Great work environment with a young, international team of talented people to work with
40% Discount on all events on Fever
Health and life insurance
20 days per year as holidays
Possibility of remote working from home

Fulltime

Client Success - Healthcare Corporate Specialist

Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneur...

Location

United States , New York

Salary:

75000.00 USD / Year

Modoras Accounting Syd

Expiration Date

Until further notice

Requirements

Bachelors or masters degree from an accredited University
2+ years of professional work experience, with a focus on B2B product sales
Understanding of the corporate org structure, the roles, responsibilities, and unmet needs of our corporate buyers, and ability to engage with senior business leaders with innovative content and ideas
Excellent communication skills, with the ability to distill complex issues into clear and concise messages
Intellectual curiosity, adaptability, and a team-first collaborative approach
Demonstrated ability to work both independently and as part of a team, with a commitment to delivering results
Excellent written and verbal communication skills
Strong focus on quality, attention to detail, and addressing client needs

Job Responsibility

Serve as an advocate for the Insights product with corporate healthcare clients and foster three-dimensional relationships with key stakeholders
Develop personalized engagement plans for each client depending on therapeutic areas of focus, ongoing clinical trials of interest, and competing companies to effectively market Insights content
Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings
Collaborate with sales team to ensure timely renewals and drive upsell opportunities
Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts

What we offer

15 PTO days, 10 legal holidays, and sick days
Comprehensive medical, dental, and vision plans
Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans
Commuter benefits and a corporate gym rate
Development opportunities through the LinkedIn Learning platform
Free snacks and beverages in the office
Friday happy hour and “Summer Fridays”
Year-round corporate athletic league
Casual work environment, team building, and other social events
Annual discretionary bonus based on performance

Fulltime

Customer Success Specialist

We are looking for Customer Success Specialist to join our team.

Location

Georgia

Salary:

Not provided

Itransition

Expiration Date

Until further notice

Requirements

Customer-focused, proactive, and able to work in a fast-paced environment
Strong English skills (Upper-Intermediate+)
Strong Excellent communication skills across calls, meetings, chat, and email
Ability to follow and explain technical processes
Experience with CRM and collaboration tools (e.g., Salesforce, Slack)
Basic understanding of technical platforms, integrations, and workflows
Experience working in customer success or similar client-facing roles is an advantage
Experience in mobile, gaming, SaaS, or ad-tech industries is an advantage
Working schedule: 5/2 from 09:00 till 18:00 CET

Job Responsibility

Serve as the main point of contact for clients and maintain clear, professional communication
Lead client onboarding and guide users through platform tools, dashboards, and campaign setup
Explain product functionality and recommend next steps
Monitor and follow up on technical issues
Coordinate with internal support and engineering teams to ensure timely issues resolution

What we offer

Projects for such clients as PayPal, Wargaming, Xerox, Philips, Adidas and Toyota
Competitive compensation that depends on your qualification and skills
Career development system with clear skill qualifications
Flexible working hours aligned to your schedule
Options to work remotely
Corporate medical insurance covering services of private and public medical centers
English courses online
Corporate parties and events for employees and their children
Internal conferences, workshops and meetups for learning and experience sharing
Gym membership compensation

Fulltime

Customer Success Specialist

We are looking for a Customer Success Specialist to join a wholesale distributio...

Location

United States , Rohnert Park

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in customer service, logistics support, administrative coordination, or a related role
Strong organizational skills with the ability to manage multiple tasks while maintaining accuracy
Clear and effective communication skills for handling phone calls, email correspondence, and internal coordination
Experience using Microsoft Office and navigating multiple browser-based systems efficiently
Ability to support customer success efforts with a responsive, problem-solving approach
Comfortable troubleshooting basic customer concerns, including connectivity-related issues when needed
Detail-oriented mindset with a dependable and service-focused work style

Job Responsibility

Assemble and prepare sample packages for client and prospect requests, making sure each shipment is complete, accurate, and professionally presented
Coordinate outgoing deliveries by arranging packaging, shipment processing, and tracking activities to support on-time distribution
Maintain detailed records of orders, shipment activity, and customer interactions so information remains current and easy to access
Monitor stock levels for sample kit components and request replenishment materials before supplies run low
Answer inbound customer calls and emails, resolve routine questions, and direct more complex matters to the appropriate team members
Work closely with internal partners to support smooth fulfillment of requests and a consistent customer experience
Review shipping and packaging details carefully to reduce errors and support quality service standards

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

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