New Account Specialist

Ultimate Staffing Services; San Diego (CA); On-site; USD 24,000 - 35,000; Full time

Job summary

Ultimate Staffing Services is seeking a New Account Specialist to support new customers during onboarding, ensuring a smooth transition to our products and services. You will educate customers on features, build relationships, and help drive retention in the first 30 days of service.

The role emphasizes proactive communication, problem-solving, and strong CRM/data documentation to ensure a seamless customer experience.

Qualifications

• Experience in customer service, account management, retention, call center, or related roles preferred.
• Strong communication and interpersonal skills essential.
• Excellent problem-solving and conflict-resolution abilities.
• Ability to build rapport and establish trust with customers.
• Detail-oriented with strong organizational and time-management skills.
• Proficient with Microsoft Office and CRM systems.
• Able to work independently and in a team in a fast-paced environment.

Responsibilities

• Contact new customers within their first month to ensure a successful onboarding experience.
• Educate customers on product features and best practices to maximize utilization.
• Provide timely support to resolve onboarding questions and challenges.
• Engage with customers to reduce cancellations and improve retention during the initial period.
• Work with customers considering cancellation to identify solutions and retain business.
• Deliver exceptional customer service with effective communication and problem-solving.
• Maintain accurate customer records and document interactions in company systems.
• Collaborate with internal teams to ensure a seamless customer experience.

Skills

Customer service

Account management

Retention

Communication skills

Problem-solving

Interpersonal skills

Time-management

CRM proficiency

Tools

Microsoft Office

CRM systems

Job description

Salary: USD21.5 - USD21.5 per hour

New Account Specialist

Pay Rate: $21.50/hour

Schedule: Monday-Friday, 1st Shift

Position Overview

Ultimate Staffing Services is seeking a customer-focused and proactive New Account Specialist to join a growing organization. This role is responsible for supporting new customers during the initial onboarding process, ensuring a smooth transition to company products and services, and deliver an outstanding customer experience. The ideal candidate will build strong relationships with customers, provide product education, and help drive customer retention during the critical first 30 days of service.

Key Responsibilities

• Contact new customers within their first month of service to ensure a successful onboarding experience and reinforce the value of company products.
• Educate customers on product features, functionality, and best practices to maximize utilization and satisfaction.
• Provide timely support and guidance to resolve questions, concerns, and onboarding challenges.
• Proactively engage with customers to reduce cancellations and improve retention during the initial subscription period.
• Work with customers who are considering cancellation to identify solutions and retain their business whenever possible.
• Deliver exceptional customer service through effective communication, patience, problem-solving, and conflict resolution skills.
• Maintain accurate customer records and document interactions in company systems.
• Collaborate with internal departments to address customer needs and ensure a seamless customer experience.

Qualifications

• Previous experience in customer service, account management, retention, call center, or a related customer-facing role preferred.
• Strong communication and interpersonal skills.
• Excellent problem-solving and conflict-resolution abilities.
• Ability to build rapport and establish trust with customers.
• Detail-oriented with strong organizational and time-management skills.
• Proficient with Microsoft Office and CRM systems.
• Ability to work independently and as part of a team in a fast-paced environment.