Seasonal Client Success Rep – In-Office

PaulHood; Tulsa (OK); On-site; USD 25,000 - 28,000; Full time

Benefits offered by this job

Stock options

Seasonal position

In-office work

Job summary

PaulHood in Tulsa, OK is seeking a Seasonal Client Success Representative I to support in-office members. Start date December 8, 2026 to April 30, 2027. You will assist with onboarding, maintain member relationships, and ensure clients perceive value at every touchpoint.

Previous experience in customer service and comfort with CRM and Microsoft Office are ideal. You will be detail-oriented, proactive, and people-focused, thriving in a fast-paced team environment while upholding confidentiality

Qualifications

• Minimum one year of customer service or administrative support experience.
• Strong written and verbal communication.
• Ability to learn new software and operate CRM and ticketing tools.
• Detail-oriented with proactive problem-solving.

Responsibilities

• Respond to routine client inquiries and provide timely updates and support.
• Manage client requests, ticket queues, and explore complex issues as needed.
• Collect, review, and track client documentation to ensure completeness.
• Support client onboarding, portal access, and technology-related questions.
• Maintain accurate client records and update CRM systems.
• Monitor assigned client statuses and follow up on outstanding items.
• Coordinate meetings and process administrative requests.
• Support office operations, including mail, supplies, payroll, and check processing.
• Maintain front desk coverage, visitor tracking, and client survey administration.
• Prepare workspaces for new employees and support office preparedness activities.
• Contribute to process improvements that enhance client service and operational efficiency.

Skills

Customer service

Communication skills

Detail oriented

Team collaboration

Tech-savvy

Microsoft Office

Education

High school diploma or equivalent

Associates degree in business, communications or related field (preferred)

Tools

CRM systems

Ticketing systems

Job description

PaulHood in Tulsa, OK is seeking a Seasonal Client Success Representative I to support in-office members. Start date December 8, 2026 to April 30, 2027. You will assist with onboarding, maintain member relationships, and ensure clients perceive value at every touchpoint.

Previous experience in customer service and comfort with CRM and Microsoft Office are ideal. You will be detail-oriented, proactive, and people-focused, thriving in a fast-paced team environment while upholding confidentiality