To be considered for this position, please call 866-921-4749 and follow the instructions outlined by our Managing Partner. You can also send us an email at careers@chaffinluhana.com for more information.

The Client Success Specialist is responsible for ensuring specific functions within the client success team are done timely. He/She will be assisting in a variety of roles and their efforts will impact the success of the overall client journey.

Responsibilities:

Marketing/Swag Kits

• Assemble, package and ship Client Kits, New Hire Kits, and B2B nurturing gifts.
• Assist with proposals for new swag items and continually research vendor options for competitor pricing.
• Maintain and update records in case management system.
• Assist with tracking budget on Swag

Client Experience:

• Assist with client reach out on feedback related to various efforts of the client journey (NPS/Kits/Reviews/Referrals)
• Assist Client Success Manager with Team morale gifts and recognition.
• Assist with monitoring, tracking and respond to Client Reviews
• Assist with expense allocations
• Assist with proposals for new swag items and continually research vendor options for competitor pricing.
• Maintain and update records in case management system.
• Assist with tracking budget on Swag

Requirements:

• High school diploma or equivalent
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills.
• Basic computer skills; moderate-advanced level Microsoft Suite
• Proficient in using computer systems for data entry, communication, and record-keeping.
• Detail-oriented with high levels of accuracy.
• A positive and customer-focused attitude, with a commitment to providing outstanding service
• Previous Customer Service-related roles involving direct contact with customers/clients.
• Comfortability with general technology (computers, scanners, printers, etc.)
• Have a fast-paced work ethic that empowers you to meet tight deadlines (24 hours deadline with a to-do list a mile long? No problem)
• Willingness to learn new things in an ever-changing environment

A few benefits you’re sure to enjoy:

• Salary based on prior experience and incentive bonus based on KPIs.
• Health and dental insurance—we cover most (if not all) of the premiums (for typical team member) and we kick in up to $750 in an HRA.
• Flexible Spending Account—transit and healthcare.
• Paid Time Off (PTO) for pure fun and recharging, 9 yearly holidays paid so you can enjoy your friends and family and separate sick/bereavement days for those unfortunate times you need it.
• We strive to close the entire firm between Christmas & New Year’s every year so the entire team can recharge their batteries with family and start the year fresh!
• Bonusly awards—peer-to-peer recognition app—think Facebook for the team with cool .gifs (and rewards funded by the firm)!
• Free annual dollars for continuing education and twice monthly Coaching Wednesdays with Senior Management!
• A strong company culture with cool rewards, annual firm retreat and a spectacular holiday dinner!
• Philanthropy— our motto is Doing Good by Doing Right in our practice and in our communities – you’ll be working for meaningful causes inside and outside of the firm!
• Team members nominate their own charities for the CL Foundation to support during the holidays—putting their own mark on our Doing Good by Doing Right motto!

Job Type: Full-time

Pay: $20.00 - $22.00 per hour

Expected hours: 40 – 45 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday
• Overtime

Work Location: In person