Client Success Representative (Remote)

Broadridge Financial Solutions; Northern (KY); Remote; USD 57,859,000 - 63,370,000; Full time

Job summary

Broadridge Financial Solutions is seeking a Client Success Representative to join our Onboarding Team remotely across multiple US home offices. You will manage onboarding, train clients, and ensure their satisfaction with our Platform.

The role emphasizes strong communication, attention to detail, and the ability to build lasting client relationships while driving retention and value. This is a full-time remote position with a focus on delivering exceptional client service.

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• Minimum of 2-3 years of Customer Service experience, in a SaaS environment preferred.
• Exceptional written and verbal communication skills.

Responsibilities

• Act as the primary point of contact for assigned clients and provide prompt and efficient resolution to their inquiries and concerns, by phone, email, and video calls.
• Manage the onboarding process for new clients from start to finish and provide additional training as needed.
• Work collaboratively with the Client Success team to keep the company churn rate down.
• Find opportunities to demonstrate value to our clients, identify key client engagement metrics and provide recommendations.
• Maintain a high customer satisfaction rating by providing exceptional service and delivering a quality onboarding and training experience.
• Collaborate with the customer to identify and implement strategies to achieve their goals and maximize the value they receive from our products.
• Continuously gather and communicate customer feedback to internal teams to drive product improvement and enhance customer satisfaction.
• Build and maintain strong relationships with clients to ensure their continued satisfaction.
• Establish yourself as an expert with a deep understanding of our platform and products.
• Deliver a superior client experience by providing a high level of customer service and maintaining quality throughout the onboarding process.
• Achieve and exceed assigned performance targets, including customer retention and upsell targets.

Skills

Customer service

SaaS knowledge

Communication

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Microsoft Office

Outlook

JIRA

Confluence

Churnzero

Job description

## Client Success Representative (Remote)Apply: Minnesota-Home Office: Missouri - Home Office: Wisconsin-Home Office: Iowa - Home Office: Mississippi - Home Office: Full time: Posted Yesterday: JR1086190At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.Broadridge is hiring! We are looking for an experienced and motivated Client Success Representative to join our Onboarding Team. The successful candidate will be responsible for building strong relationships with our clients and ensuring their satisfaction with our products and services. This role is responsible for ensuring a smooth and efficient onboarding process for new clients. This position is responsible for retaining their book of business and assisting our clients in reaching their desired outcomes with our Platform. Strong communication skills, attention to detail, time management and a desire to provide exceptional client service are required. **Responsibilities:** * Act as the primary point of contact for assigned clients and provide prompt and efficient resolution to their inquiries and concerns, by phone, email, and video calls.* Manage the onboarding process for new clients from start to finish and provide additional training as needed.* Work collaboratively with the Client Success team to keep the company churn rate down.* Find opportunities to demonstrate value to our clients, identify key client engagement metrics and provide recommendations.* Maintain a high customer satisfaction rating by providing exceptional service and delivering a quality onboarding and training experience.* Collaborate with the customer to identify and implement strategies to achieve their goals and maximize the value they receive from our products.* Continuously gather and communicate customer feedback to internal teams to drive product improvement and enhance customer satisfaction.* Build and maintain strong relationships with clients to ensure their continued satisfaction.* Establish yourself as an expert with a deep understanding of our platform and products.* Deliver a superior client experience by providing a high level of customer service and maintaining quality throughout the onboarding process.* Achieve and exceed assigned performance targets, including customer retention and upsell targets. **Qualifications** * Bachelor’s degree or equivalent experience preferred* Minimum of 2-3 years of Customer Service experience, in a SaSS environment preferred* Exceptional written and verbal communication skills* Excellent attention to detail and quality of work* Multi-tasking skills, ability to prioritize work and respond to clients within reasonable time frames* Able to adapt and embrace change on an ongoing basis, and always ready to learn* Create positive and professional business relationships with clients* Ability to learn software solutions quickly* Work cooperatively and effectively with fellow team members, clients, and other stakeholders **Preferred Qualifications** * Salesforce* Microsoft suite* Outlook* JIRA* Confluence* Churnzero Compensation Range: The salary range for this position is $21/hr Bonus Eligibility: Bonus Eligible Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings. All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. Apply by clicking the application link and submitting your information. The deadline to apply for this role is December 1, 2026