Client Engagement Specialist

We are seeking a motivated Client Engagement Specialist to join our team. This role is ideal for someone who is passionate about building meaningful, long-term client relationships. You will play a key role in driving customer satisfaction and loyalty while supporting retention and upsell initiatives.

Client Engagement & Retention

• Lead and support customer training, implementation, and onboarding to ensure a smooth and successful launch.
• Build and maintain strong, long-lasting relationships with key clients by understanding their needs, providing personalized service, and consistently delivering value.
• Regularly collect and analyze client feedback to identify areas for improvement and collaborate with internal teams to enhance the customer experience.
• Identify opportunities to retain and grow the client base, including upselling and cross-selling products or services aligned with evolving client needs.
• Develop and execute client retention programs and initiatives to increase loyalty and reduce churn.
• Partner with the data team to analyze customer data and develop tailored risk profiles based on each client’s credit policy, usage trends, and portfolio performance.
• Support change management efforts by coordinating customer communications related to product updates, enhancements, and feature releases to drive clarity, adoption, and satisfaction.

• Strong interpersonal and communication skills with the ability to explain complex credit concepts in a client-friendly manner.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Creative problem solver with strong attention to detail.
• Ability to work both independently and collaboratively in a team environment.
• Excellent organizational and time-management skills.
• Solid understanding of credit analysis, underwriting processes, and risk management frameworks.

$80,000 - $100,000 per year