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Client Services Specialist

Client Services Specialist

CompanyUpstack
LocationBedminster, NJ, USA
Salary$40000 – $50000
TypeFull-Time
Degrees
Experience LevelEntry Level/New Grad, Junior

Requirements

  • Basic understanding of customer service principles and practices, with a focus on delivering high-quality customer experiences.
  • Familiarity with CRM systems, particularly Salesforce, for data entry, tracking customer interactions, and updating service records.
  • General knowledge of telecommunications or technology-related industries is a plus but not required.
  • Awareness of standard business communication and etiquette for managing customer expectations professionally.
  • Understanding of internal processes for ticket resolution and service management.
  • Effective verbal and written communication skills, with the ability to convey information clearly and professionally.
  • High attention to detail and accuracy in data entry, documentation, and record-keeping.
  • Strong organizational skills, with the ability to manage time effectively and prioritize tasks based on urgency and customer needs.
  • Problem-solving skills to recognize when to escalate an issue and identify appropriate next steps.
  • Proficiency in using Microsoft Office Suite (Word, Excel, Outlook, Teams) for reporting and communication.

Responsibilities

  • Serve as the initial point of contact for basic customer inquiries and route requests to the appropriate team members.
  • Document customer interactions, service updates, and communication records in Salesforce to ensure data accuracy.
  • Support Client Services Managers by gathering information, preparing reports, and managing routine communication.
  • Maintain up-to-date service records in Salesforce, including minor updates such as billing address changes and carrier contact details.
  • Take ownership of assigned tasks and tickets through resolution, ensuring adherence to service-level agreements (SLAs).
  • Engage ISPs, vendors, and appropriate service providers to troubleshoot problem issues as needed.
  • Define action items by using customer input, internal inventory records, and internal processes and systems.
  • Execute defined action items to resolve trouble matters and escalate urgent issues according to company guidelines.
  • Demonstrate strong customer service skills and maintain proactive communication with concerned client teams throughout the resolution process.
  • Prioritize active items by analyzing user requirements, service type, and internal guidelines.
  • Participate in growing the organizational knowledge base by contributing to documentation and team-wide notices.

Preferred Qualifications

  • General knowledge of telecommunications or technology-related industries is a plus but not required.