Job Type Full-timeDescriptionJob Summary: The Client Success Specialist acts as the first point of contact for general client inquiries. This position answers basic questions regarding the notice & mechanic's lien process and addresses initial client concerns, escalating larger issues to the appropriate contact.Essential Responsibilities:
- Triage client concerns and escalate matters regarding lien rights, statutes, and service questions to appropriate contact.
- Engage with clients via email, phone, and live chat
- Manage Notice/Lien group service tickets
- Review client inquiries and provide recommendations for next actions
- Coordinate and communicate interdepartmentally to enhance the client experience
- Act as a point of contact for the Sales team for all client-related questions
- Other duties as assigned
RequirementsCompetencies
- Communicate and collaborate effectively with colleagues
- Exceptional customer service skills
- Analytical problem-solving skills
- Detail-oriented
- Ability to multi-task & prioritize in a fast-paced environment
- Strong verbal and written communication skills
- Self-starter
Education, experience, certifications
- Associate's degree; Bachelor's degree highly preferred
- 2 years customer service experience in a finance or legal setting or any combination of equivalent education and professional experience
Physical and mental demands
- Ability to communicate effectively in person, via phone and email
- Manual dexterity
- Near visual acuity
- Prolonged sitting while viewing a computer monitor
- Frequent typing and use of keyboard/mouse