Remote Disability Representative

Broadridge; Baton Rouge (LA); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Bonus Eligible

Job summary

Broadridge is seeking an experienced Client Success Representative to join the Onboarding Team. You will build strong client relationships, guide new customers through onboarding, and ensure satisfaction with our Platform.

Strong communication, attention to detail, time management and a customer-first mindset are essential. As primary contact for assigned clients, you will manage onboarding from start to finish, provide training, support retention and upsell goals, and relay customer feedback to

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• 2–3 years of Customer Service experience in a SaaS environment preferred.
• Excellent attention to detail and quality of work.
• Ability to learn software solutions quickly.
• Experience with Salesforce is desirable.
• Proficiency with Microsoft Office suite.
• Bonus eligibility as part of compensation.

Responsibilities

• Own onboarding for new clients from start to finish and provide training as needed.
• Serve as primary point of contact for assigned clients via phone, email, and video.
• Maintain high customer satisfaction and retention while driving value from the platform.
• Collaborate with clients to meet their goals and upsell opportunities.
• Gather and relay customer feedback to internal teams for product improvements.
• Develop expertise on our platform and products.
• Exceed performance targets for retention and upsell.

Skills

Customer Service

Attention to Detail

Time Management

Onboarding Experience

Learning Quickly

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Microsoft Suite

Job description

We are looking for an experienced and motivated Client Success Representative to join our Onboarding Team. The successful candidate will be responsible for building strong relationships with our clients and ensuring their satisfaction with our products and services. This position is responsible for retaining their book of business and assisting our clients in reaching their desired outcomes with our Platform. Strong communication skills, attention to detail, time management and a desire to provide exceptional client service are required.

• Act as the primary point of contact for assigned clients and provide prompt and efficient resolution to their inquiries and concerns, by phone, email, and video calls.
• Manage the onboarding process for new clients from start to finish and provide additional training as needed.
• Maintain a high customer satisfaction rating by providing exceptional service and delivering a quality onboarding and training experience.
• Collaborate with the customer to identify and implement strategies to achieve their goals and maximize the value they receive from our products.
• Continuously gather and communicate customer feedback to internal teams to drive product improvement and enhance customer satisfaction.
• Establish yourself as an expert with a deep understanding of our platform and products.
• Deliver a superior client experience by providing a high level of customer service and maintaining quality throughout the onboarding process.
• Achieve and exceed assigned performance targets, including customer retention and upsell targets.

• Bachelor’s degree or equivalent experience preferred
• Minimum of 2-3 years of Customer Service experience, in a SaSS environment preferred
• Excellent attention to detail and quality of work
• Ability to learn software solutions quickly
• Salesforce
• Microsoft suite
• Bonus Eligibility: Bonus Eligible

We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

Disability Assistance

Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at
or by sending an email to BRcareers@broadridge.