Client Success & Onboarding Coordinator

Jobtailor

Islamabad

On-site

PKR 446,000 - 781,000

Full time

10 days ago
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Job summary

Jobtailor is seeking an experienced Customer Service Representative to be the frontline contact for clients in a fast-paced IT/SaaS environment. You will manage inquiries via phone, email, and tickets, maintain precise records, and support onboarding alongside cross-functional teams.

You will also assist with renewals, billing reconciliation, and documentation while striving to improve processes and client satisfaction.

Qualifications

  • Proven experience in a CSR/Client Support/Client Services role.
  • Excellent verbal and written communication skills.
  • Ability to communicate professionally with clients, vendors, and internal teams.
  • Highly organized with strong attention to detail and follow-through.
  • Ability to manage multiple priorities and meet deadlines.
  • Strong problem-solving and issue-resolution skills.
  • Experience maintaining accurate customer records in CRM systems.
  • Comfortable handling inquiries via phone, email, and ticketing systems.
  • Ability to work independently and take ownership of responsibilities.
  • Experience with administrative, operational, or account coordination tasks.

Responsibilities

  • Serve as a primary point of contact for clients and help ensure a positive client experience.
  • Respond to client inquiries and manage expectations through phone, email, and other communication channels.
  • Build and maintain strong client relationships.
  • Maintain accurate client files and documentation.
  • Support renewals and process sales orders.
  • Monitor and manage customer support emails and Freshservice tickets.
  • Document client communications, activities, and follow-ups.
  • Coordinate new client onboarding activities with customers and vendors.
  • Create and prepare sales and onboarding documentation.
  • Coordinate the transition from sales through onboarding.
  • Support client communications throughout the onboarding process.
  • Assist with event planning and management.
  • Identify opportunities to improve internal processes and operational efficiency.
  • Maintain accurate client databases, including recording account additions, changes, and removals.
  • Assist with monthly financial and billing records.
  • Reconcile billing information across Monday.com, vendor billing spreadsheets, and QuickBooks.
  • Maintain accurate records of account activity and ensure CRM information is up to date.
  • Support multiple team members with administrative and operational tasks.

Skills

Client relationship mgmt
Customer service
Communication
Organization
multitask
Problem solving
Attention to detail
Independent work

Tools

Freshservice
Monday.com
QuickBooks
Google Workspace

Job description

Jobtailor is seeking an experienced Customer Service Representative to be the frontline contact for clients in a fast-paced IT/SaaS environment. You will manage inquiries via phone, email, and tickets, maintain precise records, and support onboarding alongside cross-functional teams.

You will also assist with renewals, billing reconciliation, and documentation while striving to improve processes and client satisfaction.

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