Client Services Specialist
Company | Upstack |
---|---|
Location | Bedminster, NJ, USA |
Salary | $40000 – $50000 |
Type | Full-Time |
Degrees | |
Experience Level | Entry 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.