Job Description:

The Client Success Specialist is responsible for maintaining and enhancing assigned client relationships by serving as the lead point of contact in all client matters, building and maintaining strong relationships by understanding client needs and meeting or exceeding expectations, managing the day-to-day responsibilities and effectively resolving client inquiries and issues. Prepares updates and assists the Client Success Manager with presentations and weekly meetings.

Essential Functions:

• Acts as primary day-to-day operations liaison between TaskEasy and client(s) assigned to ensure operational success and resolve issues

• Develops and fosters a relationship of trust and collaboration to facilitate the best understanding of client business objectives and needs

• Independently manages all client tasks, emails, phone calls and assignments in a timely, efficient and knowledgeable manner

• Researches and analyzes possible client issues or errors in a timely fashion with a solution based approach

• Acts as a principal advocate for client(s) and coordinates with client success manager in order to meet account servicing agreements and client expectations

• Proactively determines, clarifies, and validates client needs on an ongoing basis including end-to-end impacts to decisions/changes and thoughtful decision making to provide an exceptional servicing experience

• Reviews portfolio performance, gathers feedback and communicates learnings to client at all levels of leadership to drive improvement where needed

• Prepares and communicates status, reports, and updates to client success manager

• Facilitates a recurring call between TaskEasy and client points of contact in reviewing operational portfolio execution, discussing performance metrics, and ensuring alignment of the goals and needs to foster a successful partnership

Qualifications and Educational Requirements:

• A minimum of 2 years account management experience required with demonstrated ability to create, maintain, and enhance client relationships

• Adept at conflict resolution and issue handling resulting in positive outcomes for both clients and the company

• Ability to think strategically by anticipating challenges and planning for contingencies

• Professional and effective written and verbal communication skills

• Highly organized and detail oriented

• Thrives in a fast paced, deadline driven environment

• Intermediate experience with Excel, Word, Outlook and PowerPoint. Must understand complex formulas and pivot tables.

Preferred Educational Requirements:

• Bachelor’s Degree