Client Success & Support Specialist

Accuratebackground; United States; Remote; USD 25,000 - 36,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401k

Job summary

Accurate Background is seeking a Customer Service Representative to support clients and applicants across phone, email, and chat. You will investigate concerns, perform required system actions, document findings in Salesforce, and provide accurate, timely resolutions.

Collaborate with Supervisors and peers to maintain service quality, protect confidential information, and meet productivity and schedule targets.

Qualifications

• Strong customer service, investigation, and problem-solving skills.
• Clear and professional verbal and written communication across phone, email, and chat.
• Ability to navigate and update multiple systems, including Salesforce.
• Strong organizational, prioritization, time-management, and multitasking capabilities.

Responsibilities

• Support client and applicant contacts professionally through phone, email, and chat.
• Actively listen, review information, and ask questions to understand concerns.
• Investigate account, order, case, contact, and system information using approved resources.
• Complete required system processing and take ownership of concerns with timely resolution.
• Communicate clear resolutions, next steps, and timelines to clients or applicants.
• Document research, actions, outcomes, and follow-up in Salesforce.
• Escalate complex matters through the appropriate channel and coordinate with teams.
• Protect confidential information according to privacy, security, and policy requirements.
• Maintain knowledge of products, processes, and knowledge-base updates; apply coaching.
• Contribute to team goals for service quality, productivity, and customer experience.

Skills

Customer service

Investigation

Problem-solving

Active listening

Communication

Multitasking

Time management

Typing speed 45 wpm

Confidentiality

Tools

Salesforce

Case-management systems

Microsoft 365

Job description

Accurate Background is seeking a Customer Service Representative to support clients and applicants across phone, email, and chat. You will investigate concerns, perform required system actions, document findings in Salesforce, and provide accurate, timely resolutions.

Collaborate with Supervisors and peers to maintain service quality, protect confidential information, and meet productivity and schedule targets.