Associate Client Advocate

Aptean; Alpharetta (GA); On-site; USD 42,000 - 54,000; Full time

Job summary

Aptean is seeking an Associate Client Advocate in Alpharetta, GA. This full-time, on-site role involves proactive customer outreach and managing AI-powered tools to support collections and renewals.

Day-to-day duties include 40-50 outbound calls, overseeing AI agents, and guiding conversations on balances and renewal options. Strong communication, general business acumen, and CRM familiarity are essential for success at Aptean.

Qualifications

• Experience in customer service, sales, collections, or renewals.
• Experience working with AI tools, digital assistants, or automation platforms.
• Familiarity with CRM systems.
• Track record of outreach or engagement targets.

Responsibilities

• Make proactive outbound calls to customers, 40-50+ per day.
• Oversee and manage AI agents and the workflows behind them.
• Discuss outstanding balances and payment options with customers.
• Support renewal discussions and identify opportunities for the team.
• Collaborate with the Team Manager on escalations and process improvements.

Skills

Outbound calling

CRM usage

AI tools familiarity

Customer service

Renewals/collections

Tools

Salesforce

Excel

Word processing

Job description

Overview

About the job

We're looking for an Associate Client Advocate for our office in Alpharetta, GA. The position is full-time and on-site. You'll be a key member of our Customer Advocacy team, engaging customers directly and helping manage the AI-powered tools that support our collections and renewals efforts.

About the role

You'llspend your day on the phone, proactively reaching out to customers to build relationships and carry productive conversations.You'llmanage AI agents and related workflows that support customer outreach, andyou'llapply strong business judgment to support collections and renewal activities, regardless of whetheryou'veworked in collections before.

Key Responsibilities

You'llmake proactive outbound calls to customers, targeting 40-50+ calls per day, confidentlyinitiatingconversationsand building rapport.You'lloversee and manage AI agents and the workflows behind them, making sure automated customer touchpoints run smoothly andescalatingwhere a human conversation is needed.

You'llsupportcollectionsconversations, discussing outstanding balances and payment options with customers in a clear, professional way.You'llalso support renewal discussions, helping customers see the valueinstaying with Aptean and flagging opportunities for your team.

You'll use general business acumen to prioritize your outreach and understand the bigger picture behind each account. You'll partner closely wit h your Team Manager on escalations, complex accounts, and process improvements.

About you

You'rea confident, natural communicator whoisn'tafraid to pick up the phone.You'recomfortable making 40-50+ outbound calls daily and thrive on carrying a conversation, building trust quickly, and keeping customers engaged. You bring strong general business acumen and good judgment about when to push and when to listen.

You'recomfortable working alongside AItools, andgenuinely interested in learning how to manage and get the most out of AI agents as part of your daily workflow.You'recustomer-focused, adaptable, and energized by a fast-paced environment.

Prior experience in collections is notrequired. What matters most is your ability to get on the phone, holda great conversation, and represent Aptean well. You communicate clearly in English and are comfortable in Excel and word processing software.

To be ahead of the pack, you might have:

• Experience in customer service, sales, collections, or renewals
• Experience working with AI tools, digital assistants, or automation platforms
• Familiarity with CRM systems
• A track recordof hitting outreach or engagement targets

Preferred Skills

• Salesforce or similar CRM platforms
• Excel and word processing software
• Comfort learning and working with AI-powered tools

What'sin it for you?

Aptean offers competitive pay and robust benefit plans along with the opportunity to grow your career in a fast-paced,flexibleand casual environment, an outstanding opportunity for career development and growth.

About Aptean

At Aptean, our mission is to solve tomorrow's unique challenges today with unrivaled, purpose-built software and superior customer experiences from people who care. Aptean is a global provider of mission-critical, industry-specific software solutions.Aptean'spurpose-built ERP and supply chain management solutions help address the unique challenges facing process and discrete manufacturers,distributorsand other focused organizations.Aptean'scompliance solutions are built for companies serving specific markets such as finance, healthcare,biotechand pharmaceuticals. Over 10,000 highly specialized organizations in more than 20 industries and 80 countries rely on Aptean to streamline their everyday operations.

"At Aptean, our global and diverse employeebaseis our greatest asset. It is through embracing and understanding our differences that we are able to harness our individual power to maximize the success of our customers, ouremployeesand our company." - TVN Reddy

Aptean pledges to promote a company culture where diversity,equityand inclusion are central. We are committed to applying this principle as we interact with our customers, build our teams, cultivate our leaders and shape a company in which any employee can succeed, regardless of race, color, sex, national origin, sexuality and gender identity, religion, disability or age. Celebrating our diverse experiences,opinionsand beliefs allows us to embrace what makes us unique and to use this as an asset in bringing innovative solutions to our customer base.