Client Success Specialist – Onboarding & Growth

Broadridge; Little Rock (AR); Remote; USD 24,000 - 34,000; Full time

Benefits offered by this job

Bonus Eligible

Job summary

Broadridge is seeking an experienced Client Success Representative to join our Onboarding Team. You will act as the primary contact for clients, manage onboarding from start to finish, and work with the Client Success team to minimize churn and maximize value from our Platform.

You will build strong client relationships, deliver training, and ensure satisfaction by providing proactive support and strategic recommendations, while meeting performance 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.

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

Communication

Attention to detail

Multitasking

Learning mindset

Relationship building

Software learning

Team collaboration

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Microsoft Office

Outlook

JIRA

Confluence

Churnzero

Job description

Broadridge is seeking an experienced Client Success Representative to join our Onboarding Team. You will act as the primary contact for clients, manage onboarding from start to finish, and work with the Client Success team to minimize churn and maximize value from our Platform.

You will build strong client relationships, deliver training, and ensure satisfaction by providing proactive support and strategic recommendations, while meeting performance targets.