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Customer Experience Specialist (CXS)
$87k-115k (estimate)
Full Time 6 Months Ago
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Pacific Rim Capital, Inc. is Hiring a Customer Experience Specialist (CXS) Near Irvine, CA

Why PRC:

PRC is the largest independent lessor of Material Handling Equipment in North America. PRC has recently announced a partnership with Fuyo General Lease Co., LTD. With the partnership, we are poised to accelerate our market share, portfolio offering, and global expansion.

PRC’s expertise, innovative tools, data analytics, and technological services help our customers competitively finance their assets, along with optimizing their fleets. PRC manages a portfolio with over $1B in assets providing global coverage including U.S., Canada, Mexico, and Europe.

PRC functions as its own lease originator, servicer, and equity investor. PRC provides lease financing services for a spectrum of assets including Material Handling Equipment, IT Equipment, Production/Machinery, Renewable/Clean Energy Assets, Construction Equipment, Maintenance Equipment, Test/Measuring Assets, and others.

PRC is annually listed as one of Orange County, California’s fastest growing private companies by the Orange County Business Journal.

Job Summary: The Customer Experience Specialist (CXS) is the linchpin in the customer's leasing journey, seamlessly navigating from initiation to ongoing management. With a keen emphasis on customer experience, they deftly engage, educate, and guide clients through every phase of their lease. In synergy with Portfolio Specialists, CXSs ensure a holistic and unparalleled leasing experience for every client.

Key Responsibilities:

  • Client Engagement: Serve as the primary point of contact from the award phase through to lease commencement, ensuring a smooth and informed transition for clients.
  • Customer Experience Leadership: Champion an outstanding experience for lessees across the leasing lifecycle. This includes proactive education on the PRC process during onboarding and responsive assistance to emergent needs.
  • Documentation: Collect, verify, and maintain essential documents related to leases and affiliated transactions.
  • Lease Oversight: Administer all lease-related contractual and administrative obligations, guaranteeing precise and prompt lease setups.
  • Internal Collaboration: Act as a crucial bridge between internal teams and clients, ensuring seamless communication and alignment of all involved parties.
  • Request Coordination: Manage all incoming and outgoing client requests. This involves directing them to the appropriate departments and overseeing their timely resolution.
  • Conflict Management: Address and resolve any discrepancies between PRC requirements and lessee needs. Ensure issues are escalated when needed, with resolutions documented and enacted.
  • Tailored Customer Support: Cater to the distinct needs of each client, encompassing tasks like onboarding, offboarding, portal demonstrations, and meeting scheduling.

Skills Required:

Interpersonal

  • Customer Service Orientation: Promptly address and collaborate with PRC personnel to resolve issues, sensing and acting upon customer sentiment.
  • Communication Skills: Engage comfortably with clients via phone, email, and video, demonstrating superior written and oral communication capabilities.
  • Emotional Intelligence: Gauge and influence client sentiment positively throughout the leasing process, always staying attuned to signs of satisfaction or dissatisfaction.
  • Attention to Detail: Ensure accuracy and comprehensiveness when collecting and verifying essential documents, managing contractual obligations, and overseeing administrative tasks.
  • Problem-Spotting Skills: Aptitude to identify potential discrepancies or issues early on, even before they escalate, ensuring proactive management.
  • Adaptability: Ability to adjust to changing client needs or organizational processes, ensuring that the leasing experience remains consistent and high-quality.
  • Organizational Abilities: Display solid time management, email management, prioritization skills, and teamwork, particularly in supporting Account Executives. Aim for sustained, satisfying customer relationships.
  • Collaboration and Teamwork: Ability to work harmoniously with diverse internal teams, ensuring alignment in objectives and processes.
  • Extreme Ownership Approach: Embody a mindset of complete accountability, especially when navigating the multifaceted end-of-lease phase. Work persistently across departments to mitigate challenges and deliver optimal client outcomes.
  • Cross-Cultural Skills: Ability to effectively engage with clients from diverse cultural backgrounds, ensuring a universally high-quality customer experience.

Technical Proficiencies

  • Core Platforms: Mastery in our CRM (Creatio) for workflow management, customer portal for client interfacing, and PRC reporting for lease tracking. Ensure seamless navigation and optimal use of these platforms to enhance the leasing experience.
  • Supporting Tools: E-mail management systems, and virtual conferencing platforms. Understanding the integration points and the flow of data between these systems to maintain consistency in information.
  • Data Management: Ability to extract, interpret, and manage data from multiple sources. This includes proficiency in consolidating diverse data points and understanding the significance of each in the context of lease management.
  • Reporting Acumen: Ability to present findings in an easy-to-understand format. This ensures timely delivery of essential reports to stakeholders and aids in proactive decision-making.
  • Digital Adaptability: Proficient in adapting to and leveraging new digital tools and technologies that enhance customer engagement and streamline the leasing process. Embrace innovations that add value to the leasing lifecycle and the overall client experience.
  • Documentation Skills: While using the core platforms and tools, ensure that all relevant documentation is stored, organized, and easily retrievable. This not only aids in day-to-day operations but also ensures compliance and audit readiness.

Successful Core Competencies for a CXS:

  • Communicates Effectively
  • Action Orientation
  • Customer Focus
  • Drives Results
  • Tech Savvy
  • Nimble Learning
  • Resourcefulness

Compensation and Benefits:

  • Pay is competitive to the market
  • Medical, Dental, Vision, Life Insurance, Employee Assistance Program, and 401(k) with a match is provided to full-time employees
  • PTO is accrued at three weeks per year
  • There are 11.5 holidays observed and paid in the year
  • We offer a hybrid work once you are fully ramped up in your role
  • We have a volunteer-based culture committee you can join to help shape our culture
  • We have monthly company activities and quarterly team building activities
  • Our beautiful office is centrally located in Orange County, CA with a modern environment and sit stand desks
  • Snacks, Fancy coffee, and tea are provided daily

Job Summary

JOB TYPE

Full Time

SALARY

$87k-115k (estimate)

POST DATE

10/05/2023

EXPIRATION DATE

05/06/2024

WEBSITE

pacificrimcapital.com

HEADQUARTERS

Irvine, CA

SIZE

100 - 200

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The following is the career advancement route for Customer Experience Specialist (CXS) positions, which can be used as a reference in future career path planning. As a Customer Experience Specialist (CXS), it can be promoted into senior positions as a Customer Experience Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Experience Specialist (CXS). You can explore the career advancement for a Customer Experience Specialist (CXS) below and select your interested title to get hiring information.

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If you are interested in becoming a Customer Experience Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Experience Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Customer Experience Specialist job description and responsibilities

Provide an exceptional customer experience through all channels, providing a personalized experience whenever possible.

01/31/2022: Killeen, TX

Focus on activities that create lifetime customers – provide them a standout and consistent experience that keeps them coming back for more.

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Complete prioritisation of customer support requests, providing solutions through online and over the phone support.

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Helps drive a positive customer experience by building relationships, exhibiting empathy, and providing solutions to their needs.

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Attend to customer enquiries, requests, and complaints by proffering value-adding solutions ; Going the extra mile to provide suitable solutions.

01/27/2022: Parkersburg, WV

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Customer Experience Specialist jobs

Customer experience specialist job description get to make a difference every single time they go to work.

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Portland Customer Support agents are required to conduct themselves professionally and provide exceptional service while supporting all business decisions.

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Exercise good service and business judgment with end goal of customer satisfaction.

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Team oriented, ability to work with a diverse customer base, ability to negotiate and strong sales skills.

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Must possess excellent customer service attitude/skills.

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Step 3: View the best colleges and universities for Customer Experience Specialist.

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