1. New Client Onboarding: Take the lead in guiding new clients through the onboarding process. Provide them with a warm welcome, explain our products/services, and assist them in understanding our platform and offerings.
2. Client Assistance: Be the first point of contact for clients, addressing their questions, concerns, and inquiries via phone calls and emails. Offer knowledgeable guidance to help them navigate our offerings effectively.
3. Problem Resolution: Work diligently to identify and troubleshoot client issues, striving for swift resolutions. Collaborate with internal teams to ensure that client concerns are addressed accurately and promptly.
4. Relationship Building: Develop and nurture strong, long-lasting relationships with clients. Understand their unique needs and preferences to tailor your interactions and provide personalized support.
5. Client Education: Offer insights and educational resources to help clients make informed decisions. Share information about updates, new features, and best practices to maximize their experience with our products/services.
6. Client Feedback: Act as a feedback conduit between clients and internal teams, conveying valuable insights to improve our offerings and services.
7. Record Keeping: Maintain accurate and up-to-date client records and interactions in our CRM system.
Requirements:
• Exceptional communication skills, both written and verbal.
• Strong interpersonal skills to build rapport and maintain positive relationships.
• Problem-solving ability and a proactive approach to addressing client concerns.
• Patience and empathy when dealing with client inquiries and issues.
• Organizational skills to manage multiple clients and tasks effectively.
• Proficiency in using office productivity software.
• Previous experience in a client-facing role or customer service is preferred.
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