Client Solutions Specialist

SwiftX Inc.; Eastvale (CA); On-site; USD 25,000 - 26,000; Full time

Benefits offered by this job

Hourly salary 18–19

7 PTO days

5 Sick Days

6 Holidays

401K

Health benefits

STD/LTD

Job summary

SwiftX Inc. in California is seeking a Client Solutions Intern to help manage relationships with key clients, diagnose business challenges, and deliver data-driven solutions in a fast-paced environment.

You will collaborate with product, sales, and operations teams, perform data analysis, build weekly/monthly reviews, and present a capstone project on onboarding or retention improvements. This role offers hands-on experience in account management, mentorship, and cross-functional collaboration,

Qualifications

• Pursuing a Bachelor's or Master's in Business, Marketing, Economics, Data Analytics, or related field.
• Excellent written, verbal, and presentation skills; able to simplify complex ideas.
• Strong data skills; proficiency in Excel or Google Sheets and SQL preferred.
• Proactive, solution-minded with creativity.
• Familiar with CRM tools (Salesforce, HubSpot) and PM tools (Asana, Trello).

Responsibilities

• Support and manage daily client inquiries to boost satisfaction.
• Analyze account performance data and prepare weekly/monthly reviews.
• Collaborate with Product, Sales, and Operations to relay client feedback.
• Lead a capstone project to optimize onboarding or retention processes.
• Develop problem-solving approaches with senior Client Solutions Managers.

Skills

Communication

Analytical mindset

Problem solving

Data analysis

SQL

Excel/Sheets

CRM tools

Education

Bachelor's or Master's student in Business/Marketing/Data Analytics

Tools

Salesforce

HubSpot

Asana

Trello

Job description

Position Overview

We are seeking a driven, analytical, and customer-centric Client Solutions Intern to join our team. In this role, you won't just be watching from the sidelines—you will actively help manage relationships with our key clients, diagnose business challenges, and deliver impactful, data-driven solutions. This internship is designed to give you hands-on experience in account management, strategic problem-solving, and cross-functional collaboration in a fast-paced environment.

Key Responsibilities

As a Client Solutions Intern, your day-to-day tasks will include:

• Client Support & Retention: Assist the team in managing daily client inquiries, troubleshooting issues, and ensuring a high level of client satisfaction.
• Data Analysis & Reporting: Gather and analyze account performance metrics to help build comprehensive weekly/monthly business reviews for clients.
• Strategic Problem Solving: Partner with senior Client Solutions Managers to research client industries, identify growth opportunities, and pitch tailored solutions.
• Cross-Functional Collaboration: Work closely with Product, Sales, and Operations teams to ensure client feedback is effectively communicated and product delivery is seamless.
• Special Projects: Own and present a capstone project by the end of the internship focused on optimizing an internal client onboarding or retention process.

Requirements

We are looking for someone who is eager to learn and brings the following qualifications:

• Education: Currently pursuing a Bachelor’s or Master’s degree in Business, Marketing, Communications, Economics, Data Analytics, or a related field (Rising juniors or seniors preferred).
• Communication: Exceptional written, verbal, and presentation skills—you can simplify complex ideas for any audience.
• Analytical Mindset: Comfortable working with data; proficiency in Microsoft Excel (VLOOKUPs, Pivot Tables) or Google Sheets and SQL is highly preferred.
• Problem Solver: A proactive attitude with a knack for thinking on your feet and addressing roadblocks creatively.
• Tech Savvy: Familiarity with CRM tools (like Salesforce or HubSpot) and project management software (like Asana or Trello) is a strong plus.

What You Will Gain (Learning Objectives)

• Real-World Account Management: Direct exposure to client-facing dynamics and corporate relationship management strategy.
• Data Literacy: Hands-on experience translating raw performance metrics into actionable business stories.
• Mentorship: Regular 1-on-1 coaching sessions with seasoned Client Solutions professionals and leadership.
• Networking: Opportunities to connect with professionals across multiple departments within the company.

Benefits

• Salary:18-19/hr

• 7 PTO days
• 5 Paid Sick Leave Days
• 6 Paid Holidays
• 401K
• Medical insurance, Dental and Vision Insurance, STD/LTD