Client Services Associate

Paydex Technologies; Bridgeport (CT); Remote; USD 40,000 - 65,000; Part time

Benefits offered by this job

Competitive salary

Flexible schedule

Remote work from anywhere in US

Professional development

Job summary

Paydex Technologies is seeking a Client Services Associate to serve as the primary contact for our clients, delivering proactive support and guidance to maximize the value of our payment solutions. This 100% remote role offers flexible full-time or part-time schedules across the United States.

You will build strong relationships, onboard clients, coordinate with product and support teams, and maintain accurate CRM records while staying current on product knowledge and industry trends.

Qualifications

• Customer service experience in tech or payments is preferred.
• Proficient in CRM software and MS Office.
• Strong verbal and written communication.
• Ability to manage multiple tasks independently.

Responsibilities

• Serve as main client contact and resolve inquiries.
• Build relationships through regular communication.
• Assist with onboarding and training.
• Collaborate with internal teams to address client concerns.
• Monitor accounts and identify upsell opportunities.
• Record interactions in the CRM.
• Conduct regular check-ins to assess satisfaction.
• Stay updated on product knowledge and industry trends.
• Participate in team meetings and process improvements.

Skills

Customer service experience

CRM software

Microsoft Office Suite

Excellent communication

Education

Bachelor’s degree in Business, Communications, or related field

Tools

CRM software

Microsoft Office Suite

Job description

Job Title: Client Services Associate

Company: Paydex Technologies

Location: 100% Remote, US

Contract Details: Full-time, Part-time

About Paydex Technologies:

At Paydex Technologies, we are committed to revolutionizing the payment processing industry through innovative technology solutions and exceptional client service. Our team is dedicated to providing seamless payment experiences for businesses of all sizes. We are looking for a motivated and detail-oriented Client Services Associate to join our remote team and help us deliver outstanding service to our clients.

Job Overview:

As a Client Services Associate, you will be the primary point of contact for our clients, providing support and guidance to ensure their satisfaction with our products and services. You will play a vital role in building strong relationships with clients, understanding their needs, and helping them maximize the value of our solutions. This position offers flexibility with both full-time and part-time options.

Key Responsibilities:

• Serve as the main contact for clients, addressing inquiries and providing timely resolutions to issues.
• Build and maintain strong relationships with clients through regular communication and follow-ups.
• Assist clients with onboarding and training on Paydex Technologies' products and services.
• Collaborate with internal teams to elevate and resolve client concerns effectively.
• Monitor client accounts and usage to identify opportunities for additional support or product enhancements.
• Maintain accurate records of client interactions and feedback in our CRM system.
• Conduct regular check-ins with clients to assess satisfaction and gather feedback for continuous improvement.
• Stay updated on product knowledge and industry trends to provide informed support.
• Participate in team meetings and contribute to process improvements to enhance client experience.

Qualifications:

• Bachelor’s degree in Business, Communications, or a related field preferred, but not required.
• Proven experience in customer service or client support roles, preferably in the technology or payment processing industry.
• Strong communication skills, both verbal and written, with the ability to convey complex information clearly.
• Excellent problem-solving skills and a proactive approach to client needs.
• Ability to work independently and manage multiple tasks in a fast-paced environment.
• Proficiency in CRM software and Microsoft Office Suite.
• A positive attitude and a passion for helping clients succeed.

What We Offer:

• Competitive salary and benefits package.
• Flexible work schedule with full-time and part-time options.
• Opportunity to work remotely from anywhere in the US.
• A collaborative and inclusive company culture that values innovation and growth.
• Ongoing training and professional development opportunities.

Paydex Technologies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.