Client Onboarding & Success Specialist

Hyfin; Olathe (KS); On-site; USD 42,000 - 58,000; Full time

Job summary

Hyfin is seeking a Client Services Representative to support onboarding and ongoing success of clients on our payment platform(s). You will learn the product offerings, document issues, and help train clients to use the software, collaborating with a fast-moving development and sales team to ensure robustness and client satisfaction.

We are looking for a self-motivated, energetic individual who excels at customer service and can manage multiple client accounts while contributing to business

Qualifications

• Excellent communication and interpersonal skills are essential.
• Ability to track and manage multiple client requests with attention to detail.
• Ability to prioritize tasks and triage client issues efficiently.
• Energetic, outgoing personality with a customer-first mindset.

Responsibilities

• Answer and respond to phone calls and emails
• Set up accounts for new users
• Respond in a timely manner to service issues and requests
• Diagnose and catalog issues that are reported and communicate expectations to client
• Train new clients on software
• Test new technology/ software updates
• Schedule time to assist in training or troubleshooting
• Ensure client satisfaction after training

Skills

Excellent communication

Customer-focused

Multitasking

Training

Job description

Hyfin is seeking a Client Services Representative to support onboarding and ongoing success of clients on our payment platform(s). You will learn the product offerings, document issues, and help train clients to use the software, collaborating with a fast-moving development and sales team to ensure robustness and client satisfaction.

We are looking for a self-motivated, energetic individual who excels at customer service and can manage multiple client accounts while contributing to business