In-Office Client Success Specialist

Public Partnerships LLC; Latham (NY); On-site; USD 55,000 - 65,000; Full time

Job summary

Public Partnerships LLC is seeking an In Office Support Specialist based in Latham, NY. This role acts as the primary contact for clients, greeting consumers and assistants, resolving inquiries, and guiding them through processes with care and accuracy.

You will document interactions in the CRM, coordinate with operations and compliance, and escalate complex issues as needed to ensure timely, high-quality service within our satellite NYC-area offices.

Qualifications

• High school diploma or equivalent required.
• 3+ years in customer service or related field.
• 1+ year in data analytics.
• In-office Monday–Friday 8 AM–5 PM; reside in Latham, NY.

Responsibilities

• Greet Consumers, Personal Assistants, and clients to resolve issues and questions.
• Address and resolve client concerns with high satisfaction and follow-up.
• Assist clients with account management and service-related queries.
• Provide clear information on services, policies, procedures, eligibility, and budgets.
• Document interactions in CRM accurately for reporting.

Skills

Communication

Problem-Solving

Customer-Centric Attitude

Organizational Skills

Technical Skills

Attention to Detail

Team Player

Education

High school diploma or equivalent

Associate or bachelor's degree preferred

Tools

CRM software

Microsoft Office

Job description

Public Partnerships LLC is seeking an In Office Support Specialist based in Latham, NY. This role acts as the primary contact for clients, greeting consumers and assistants, resolving inquiries, and guiding them through processes with care and accuracy.

You will document interactions in the CRM, coordinate with operations and compliance, and escalate complex issues as needed to ensure timely, high-quality service within our satellite NYC-area offices.