Client Care Specialist
概述 GR8全球是一家由美国100大会计公司组成的公司，其目标是团结起来并重新定义工作场所，同时为我们的合作伙伴提供额外价值。我们相信在美国以外还有大量人才。我们的使命是将最优秀的人才聚集在一起，以他们的核心能力，技能集和各种审计，会计和其他类似金融领域的总体经验和曝光为基础上为他们提供出色的工作机会。我们优先创建一个积极和包容性的工作场所文化，所有人才都受到重视和发展。客户服务专家在职业层面执行任务，以确保技术解决方案部门以及其他团队成员和服务提供者有效而高效的日常运营及质量销售和服务。责任 •协助公司的主要商业系统 （CRM,资源管理，PM 等）中收集和更新关键客户信息，项目，销售和其他商业信息•帮助安排会议，活动，培训和相关协调活动.•协助计算和创建软件订阅和续订报价.•定期关注维护以确保客户满意度。协助新客户沟通，组织和协调下一步.•根据客户服务经理的指导，协助准备并交付报价和建议，及时完成必要文件.•为团队提供各种软件和数据分析项目进行协调和通信.•帮助团队成员在账单和收藏中.•支持客户护理，软件更新以及技术解决方案部门额外服务或产品销售过程.•负责协调项目和账单.•需要的时候向顾问传递问题。• 协调在线和亲身培训活动，包括与客户沟通，员工安排，组织事件数据，收集和更新文档以及随需要进行后期交流.• 执行其他任务根据所分配的职责.• 招聘，协调和协助新团队成员提供我们部门的基本细节.• 在客户服务经理指定的临时项目上工作。资格：
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Overview
GR8 Global is a firm forged by an affinity of top 100 accounting firms in the United States with the objective of coming together and redefining the workplace while providing additional value to our partners. We believe that there is a huge pool of talent outside of the US. Our mission is to bring together the best talent and match them with excellent work opportunities based on their core competencies, skill sets, and overall experience and exposure in the different areas of audit, accounting, and similar financial-related areas. We prioritize creating a positive and inclusive workplace culture where all talents are valued and developed.
The Client Care Specialistperforms duties at the professional level to ensure effective and efficient day-to-day operations and delivery of quality sales and services related to the Technology Solutions department and to other team members and service providers.
Responsibilities
• Assists with gathering and updating critical client, project, sales, and other business information in the firm's primary business systems (CRM, Resource Management, PM, etc)• Assists with scheduling meetings, events, training, and related coordination activities.• Assists with calculation and creation of quotes for software subscriptions and maintenance renewals.• Follow up regularly to ensure client satisfaction. Assist with new client communications, organization, and coordination of next steps.• Assists with preparation and delivery of quotes and proposals for engagements and completes necessary documentation timely, as directed by the Client Care Manager.• Provides coordination and communication to the team for various software and data analytic projects.• Assist team members in billing and collections.• Supports processes for client care, software renewals, and sales of additional services or products for Technology Solutions department, as directed by the Client Care Manager.• Responsible for assisting with project coordination and billing.• Forwards issues to consultants when needed. • Coordinate live online and in person training events including communication to the clients, staff, scheduling, organizing event data, gathering and updating documentation, and post event communication as needed.• Performs other duties as assigned.• Onboarding, coordinating, and assisting new team members with basic details of our department.• Work on ad hoc projects as assigned by the Client Care Manager.
Qualifications
• 2+ years of related experience• Familiarity with CRM systems
• Advanced proficiency in Microsoft Office Suite (Teams, Word, Excel, PowerPoint, Outlook, OneDrive, Planner).• Exhibits strong interpersonal skills in order to work collaboratively and provide positive support to internal team members and clients. • Ability to negotiate and close sales.• Ability to work successfully both independently and with a team.• Ability to produce documents with attention to detail and accuracy.• Ability to direct, positively motivate a team to achieve tasks. • Ability to prioritize deliverables in order to meet multiple deadlines.• Exceptional service mindset.
WFH TECHNICAL REQUIREMENTS:
- Minimum Internet Speed: 50-100 Mbps
- Dedicated Home Office Area: Private, quiet workspace
- Business Continuity Plan: Power and Internet Backup is a MUST
Originally posted on Himalayas