Client Support Specialist

Onbe; Conshohocken (Montgomery County); Hybrid; USD 56,250 - 68,250; Full time

Benefits offered by this job

Medical benefits

Dental coverage

Vision benefits

401(k) matching

Open paid time off

Generous parental leave

Job summary

Onbe is looking for a Client Support Specialist (CSS) to ensure the success of client programs by collaborating closely with the Client Support Management team. This position fosters positive relationships with clients, focusing on improving satisfaction and health.

The role is hybrid, requiring onsite work two days a week in cities like Chicago, Philadelphia, or Dallas. An annual salary between $56,250 and $68,250 is offered, along with competitive benefits including medical and 401(k) matching.

Qualifications

• 1-3 years of experience in a client support and/or operations role with direct client interaction.
• Proficiency with Microsoft Excel, Word, PowerPoint, JIRA, Asana, and Dynamics CRM is preferred.
• Ability to travel for company and client-related activities.

Responsibilities

• Fields troubleshooting emails and calls from clients.
• Ensures first-order health for new clients.
• Pulls key reports, metrics, and analyzes to promote programs.
• Acts as a product expert and client advocate.
• Works with Client Support Managers on Business Reviews.
• Advises on client budgeting and reviews variances.
• Collaborates on integration of new programs.
• Works on internal development projects.

Skills

Client support experience

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

JIRA

Asana

Dynamics CRM

Job description

Summary: The Client Support Specialist (CSS) collaborates with the Client Support Management team to ensure the success of our client programs. The Specialist works closely with Client Support Managers to develop positive relationships with clients, becoming product experts, trusted advisers, strategists, and problem solvers. In this highly collaborative role, the Specialist focuses on improving the overall health and satisfaction of our clients.

This role is hybrid and will work onsite 2 days per week at one of our locations: Chicago, Philadelphia, or Dallas metro areas. Occasional travel may be required as part of this role.

Responsibilities:

• Fields troubleshooting emails and calls from the client and responds to issues and
• Ensures first-order health for new clients and/or
• Pulls key reports, metrics, and data and analyzes to promote program
• Acts as a product expert and serves as an advocate for the client and
• Works with Client Support Managers to prepare for Business Reviews and client
• Demonstrates client knowledge to advise quarterly client budgeting exercises and reviews numbers monthly for variances to actual analysis.
• Collaborates on the integration of new programs for new and existing
• Works on internal development projects as assigned and proactively created from their own identified business needs.

Qualifications:

• 1-3 years of experience working in a client support and/or operations role with direct client
• Proficiency with Microsoft Excel, Word, PowerPoint, JIRA, Asana and Dynamics CRM preferred.
• Ability to travel for company and client-related

The base salary range for this position is budgeted for $56,250 to $68,250 with eligibility for an annual bonus and overtime. The actual base salary offered depends on a variety of factors, including but not limited to the qualifications of the individual applicant for the position, years of proven experience, specific and unique skills, level of education attained, certifications or other professional licenses held, business needs, and market demand. Our competitive benefits include medical, dental, vision, wellness, 401(k) matching, open paid time off, generous parental leave, and more.

Onbe is proud to be an equal opportunity employer. We seek out ways to create a mindful workforce that embraces diversity and celebrates a culture of inclusion. We do not discriminate against employees or job applicants on the basis of race, color, ancestry, national origin, sex (including pregnancy), gender identity, sexual orientation, marital or family status, religion, age, disability, genetic information or military service. Our equal opportunity policy applies to all decisions of employment including hiring, placement, promotion or advancement, termination, layoff, recall, transfer, compensation, training and leaves of absence.