Remote Client Services Specialist - Care & Resolution

Sales Match

New York (NY)

Remote

USD 43,000 - 64,000

Full time

2 days ago
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Benefits offered by this job

Fully remote
Structured onboarding
Regular check-ins
Career development
Health coverage & 401(k)

Job summary

Sales Match is seeking a Client Services Specialist to join its fully remote team. This desk-based role in the United States (New York) focuses on customer care across calls, emails, and live chat, ensuring clear answers and timely follow-through.

The position requires a 40-hour week, with varying shifts, and work-from-home flexibility while maintaining strong client relationships. You will handle tickets through Talkdesk, Zoho CRM, Zendesk, and Intercom, provide product information, escalate

Qualifications

  • High school diploma or equivalent.
  • About 1–2 years of client services or customer support experience preferred, particularly handling questions and maintaining continuity across multiple contacts.
  • Familiarity with customer service systems, including CRM tools, support platforms, phone queues, and chat channels; willingness to learn the example systems named above.
  • Ability to interpret product and service information, distinguish routine questions from exceptions, and recognize when a request needs specialist attention.
  • Clear written communication and professional speaking skills, including explaining next steps, summarizing concerns, and adjusting explanations to the client's understanding.
  • Customer relationship development skills, with patience, sound judgment, and a practical approach to restoring confidence after service difficulties.
  • Ability to maintain accurate ticket notes, prioritize open requests, and use feedback to strengthen service consistency without sacrificing careful review.
  • A reliable computer, high-speed internet, and quiet private workspace; availability for the 40-hour weekly commitment and agreed working days and shift times.
  • Authorization to work in the United States.

Responsibilities

  • Review incoming service tickets, emails, and chat requests, identifying the client's question, previous contacts, urgency, and appropriate next step before responding.
  • Answer client calls through a contact-center phone system such as Talkdesk, clarify service needs, and explain available assistance without making unsupported commitments.
  • Check client contact information and relevant service history in a CRM such as Zoho CRM before discussing request details or updating an existing interaction.
  • Manage assigned requests through a support platform such as Zendesk, recording the question, checks completed, guidance provided, ownership, and next action.
  • Respond through a live chat such as Intercom, using clear explanations and confirming that the client understands the information and any next steps.
  • Consult approved product and service information to explain service features, routine procedures, and available support options consistently across communication channels.
  • Handle complaints calmly, acknowledge the client's concern, and apply approved solutions within the role's authority while maintaining respectful, professional communication.
  • Escalate unresolved questions, repeated service difficulties, or requests outside assigned authority to the customer service team lead or appropriate service specialist with complete context.
  • Follow up on open requests at agreed intervals, obtain updates from the support team, communicate progress, and confirm resolution before closing tickets.
  • Review work against customer service metrics covering accuracy, turnaround, complete notes, and follow-up; use feedback to improve complaint handling and service-level management.

Skills

Customer service
Communication
Problem solving
Time management
Teamwork

Education

High school diploma or equivalent

Tools

Talkdesk
Zoho CRM
Zendesk
Intercom

Job description

Sales Match is seeking a Client Services Specialist to join its fully remote team. This desk-based role in the United States (New York) focuses on customer care across calls, emails, and live chat, ensuring clear answers and timely follow-through.

The position requires a 40-hour week, with varying shifts, and work-from-home flexibility while maintaining strong client relationships. You will handle tickets through Talkdesk, Zoho CRM, Zendesk, and Intercom, provide product information, escalate

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