Client Experience Specialist
New
J
JobgetherSaaS
Based in the United StatesFull-TimeMiddle
Salary60,000 - 70,000 USD per year
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Job Details
- Experience
- 2–4 years
- Required Skills
- Account ManagementCRM
Requirements
- Bachelor’s degree or an equivalent combination of education and professional experience.
- 2–4 years of experience in account management, client success, sales operations, or a comparable client-facing position.
- Experience working with CRM platforms.
- Experience with AI productivity tools such as ChatGPT, Claude, or Copilot.
- Strong organizational, time-management, and problem-solving abilities.
- Excellent written and verbal communication skills.
- Ability to collaborate effectively across functions and work independently in a remote environment.
- Proficiency with standard business and productivity software.
- Willingness to travel up to approximately 15% as required.
Responsibilities
- Support the renewal lifecycle by monitoring contract expiration dates, preparing renewal documentation, identifying at-risk accounts, and highlighting potential growth opportunities.
- Assist with CRM migration activities, including data cleanup, record migration, quality assurance testing, and maintaining accurate client and pipeline information.
- Use AI and productivity tools to prepare renewal summaries, contract recaps, follow-up communications, meeting summaries, and routine client responses.
- Provide day-to-day client support by responding to routine inquiries, resolving issues, and routing complex requests.
- Prepare client-facing materials such as renewal proposals, account summaries, and meeting agendas.
- Identify opportunities to improve workflows through automation and AI-enabled processes.
- Collaborate with Account Management and internal teams to ensure timely resolution of client needs.
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