Client Services Representative (On-site in Olathe, KS)

HYFIN; Olathe (KS); On-site; USD 38,000 - 58,000; Full time

Job summary

HYFIN is seeking a Client Services Representative to onboard new clients to our payment platform(s) and ensure their success with the product. You will learn and document product offerings, configurations, and common solutions to keep the client experience positive.

You will train new clients, help diagnose issues, and respond to requests, tracking progress and outcomes. You will collaborate closely with a fast-moving development and sales team to ensure product robustness and client

Qualifications

• Desire to help clients.
• Ability to track and manage incoming requests.
• Ability to prioritize and triage client issues.
• Excellent communication skills.
• High energy and outgoing personality.

Responsibilities

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

Skills

Client service mindset

Prioritization

Excellent communication

High energy personality

Job description

Hyfin is looking to add a Client Services Representative as we are experiencing high growth. Candidates must have an entrepreneurial mind-set, enjoy helping clients, know how to build lasting relationships, and be able to handle multiple client accounts while continuing to grow the business.

As a Client Services Representative, you will help the team onboard new clients on to our payment platform(s) and ensure their success with the product. You will learn and become familiar with the product offerings and configurations. As new clients are onboarded on our platform(s), you will assist in training and help document and solve issues that could occur to ensure a positive experience for each customer. You will collaborate closely with a quickly adapting development and sales team to ensure the product’s robustness and client satisfaction.

What you will be doing:

• 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

What you will bring:

• A desire to help clients
• An ability to keep track of incoming requests
• An ability to prioritize and delegate/triaged client issues
• Excellent communication skills
• High energy and outgoing personality

This is an on-site, full-time salaried position located in our Olathe, KS office.
We believe that in the right environment and with the right team, we cultivate a workplace people enjoy coming to work in every day.