Client Success Pro - Onboarding & Retention

Cloudstaff; Bogotá ciudad; Híbrido; COP 22.320.000 - 39.060.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance (EPS)

Pension Coverage

Family Compensation Fund (CCF)

Occupational Risk Insurance (ARL)

Premium Health Insurance

Life Insurance

Flexible Work Setup - Hybrid/On-site/(

Dream Points Program

Growth Opportunities

Descripción de la vacante

Cloudstaff is seeking a Client Success Representative to join our team in a hybrid morning-shift role. You will help onboard clients, educate them on our products, and build strong relationships to promote retention and loyalty.

Ideal candidates have 3-5 years in customer service or client success, with excellent communication and problem-solving skills. Collaboration with Sales, Retention, and Compliance is essential.

Formación

• 3-5 years of experience in customer service, sales, client success, or similar roles.
• Strong problem-solving and conflict-resolution skills.
• Excellent communication and interpersonal skills.
• Ability to analyze data and use insights to make informed decisions.
• Experience with CRM tools (e.g., Forth).
• Empathy and a client-focused mindset.
• Strong organizational skills with the ability to multitask in a fast-paced environment.
• Experience in debt settlement, financial services, or similar industries, highly preferred.

Responsabilidades

• Proactively schedule client onboarding calls by confirming availability, coordinating within the scheduling software.
• Guide new clients through the onboarding process, educating on value and benefits of the company’s products or services.
• Foster strong client relationships to promote retention and satisfaction while prioritizing client needs.
• Execute personalized strategies with clients considering leaving the company to address concerns.
• Respond promptly to client inquiries, resolve problems, and coordinate with internal teams for swift resolution.
• Maintain detailed records of client interactions in the CRM per company standards.
• Monitor client activity, payments and feedback to identify at-risk accounts.
• Conduct proactive outreach to at-risk clients and accept hot transfer calls from sales.

Conocimientos

Customer service

Problem solving

Communication

Data analysis

CRM proficiency

Multi-tasking

Collaboration

Debt settlement knowledge

Educación

Experience: 3-5 years in customer service or related roles

Herramientas

Forth

Descripción del empleo

Cloudstaff is seeking a Client Success Representative to join our team in a hybrid morning-shift role. You will help onboard clients, educate them on our products, and build strong relationships to promote retention and loyalty.

Ideal candidates have 3-5 years in customer service or client success, with excellent communication and problem-solving skills. Collaboration with Sales, Retention, and Compliance is essential.