Client Success Specialist Job at Robert Half (Phoenix)

Client Success Specialist

A client-focused professional services firm in Carlsbad is seeking a proactive C...

Location

United States , Carlsbad

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree preferred
relevant experience considered
3+ years of experience in client success, account management, or customer relations
Strong communication and presentation skills
Ability to manage multiple accounts and priorities
Experience working with CRM systems
Client-first mindset with a consultative approach

Job Responsibility

Serve as the main point of contact for assigned client accounts
Build strong relationships through regular check-ins and proactive communication
Coordinate internally to ensure client needs are met efficiently
Track client engagement, satisfaction, and performance metrics
Resolve issues and escalate concerns as needed
Support onboarding and implementation processes
Prepare reports, summaries, and presentations for clients
Identify opportunities to expand services and improve retention

What we offer

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

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 a Customer Success Specialist to join a healthcare technology...

Location

United States , Phoenix

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in customer service, customer success, call center support, or a similar client-facing role
Ability to manage email correspondence and handle multiple browser-based applications efficiently
Familiarity with troubleshooting connectivity issues and resolving common software-related concerns
Working knowledge of basic medical terminology and healthcare office processes
Exposure to EMR or EHR platforms and an understanding of electronic medical record environments
Strong written and verbal communication skills with a focus on clarity, professionalism, and follow-through
Experience supporting SaaS products, healthcare technology solutions, or ticketing platforms such as Salesforce is preferred

Job Responsibility

Respond to client questions and support requests through a queue-based workflow, ensuring timely and thorough follow-up
Investigate and resolve basic application issues related to errors, setup concerns, and day-to-day system usage
Assist users with platform navigation, feature adoption, and general how-to guidance to improve confidence with the software
Support customers with questions tied to front-office processes, clinical workflows, and routine operational tasks within the system
Provide a high standard of service by communicating clearly, showing urgency, and keeping clients informed until issues are addressed
Route more advanced or specialized problems to higher-level technical teams when additional expertise is needed
Help create and update internal and client-facing knowledge articles, troubleshooting steps, and frequently asked questions
Partner with cross-functional teams to speed issue resolution and promote a consistent support experience

What we offer

Medical, vision, dental, and life and disability insurance
enrollment in company 401(k) plan

Fulltime

New

Workforce Success Specialist (Canada)

This position is responsible for the day-to-day operations and support of our cl...

Location

Canada

Salary:

55000.00 - 60000.00 USD / Year

People 2.0

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent combination of education and experience is preferred
Excellent communication skills, both verbal and written
Excellent listening skills
Effectively collaborate in a team environment, as well as work well independently
Expert customer service skills
Attention to detail in document reviews as well as system input
Good organization skills: able to manage multiple requests and stay organized
Strong critical thinking and problem-solving skills
Ability to set priorities and follow through on requests in a timely manner

Job Responsibility

Manage onboarding of new contractors by gathering and validating all relevant legal documentation and adhering to the client’s requirements
Verification of I-9 Form/E-Verify
Responding to communications
Issue resolution
Assisting with completing new hire paperwork
Initiating, monitoring, and adjudicating all background check reports
Managing contractor assignment details including time and expense entry in VMS systems
Capturing and effectively recording appropriate data in various systems in a timely manner throughout the process
Ensuring appropriate business teams are kept apprised of progress throughout process until onboarding is complete
Proactively collaborate with internal teams, such as, Client Services, Payroll, Implementation and Compliance

What we offer

Variable compensation plan based on performance and company goals
Paid vacation, sick days, and holidays
Medical, dental, and vision insurance
RRSP matching retirement plan
Many more ancillary benefits
Flexible Work Program (work from home and hybrid options)

Fulltime

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Client Success Specialist

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