Client Success & Onboarding Specialist

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

Job summary

HYFIN is seeking an on-site Client Services Representative to onboard new clients onto our payment platform and drive client success. You will learn product offerings, assist with configuration, and document and resolve issues to ensure a positive customer experience.

You will collaborate with development and sales teams to ensure product robustness and customer satisfaction, handling inquiries, setup, and training for multiple clients in a fast-growth environment.

Qualifications

• Must be customer-focused with an entrepreneurial mindset.
• Ability to manage multiple client accounts and prioritize requests.
• Excellent written and verbal communication; high energy.

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

Customer service

Communication

Multitasking

Prioritization

Energetic personality

Job description

HYFIN is seeking an on-site Client Services Representative to onboard new clients onto our payment platform and drive client success. You will learn product offerings, assist with configuration, and document and resolve issues to ensure a positive customer experience.

You will collaborate with development and sales teams to ensure product robustness and customer satisfaction, handling inquiries, setup, and training for multiple clients in a fast-growth environment.