Customer Happiness Representative

Job is in person, not hybrid or remote.

Job Overview
We are seeking a dedicated and detail-oriented Customer Care Specialist to join our team. In this role, you will be the first point of contact for our clients, providing exceptional customer service and support. You will help manage customer accounts, analyze their needs, and ensure a seamless experience with our financial services. The ideal candidate will possess strong communication skills and have experience in customer relationship management.

Responsibilities

• Provide outstanding customer service by addressing inquiries and resolving issues promptly.
• Manage customer accounts effectively, ensuring all information is accurate and up-to-date.
• Analyze customer needs and recommend appropriate solutions or services.
• Utilize Salesforce to track interactions and maintain detailed records of customer communications.
• Collaborate with sales and project management teams to ensure customer satisfaction throughout the lifecycle of their engagement.
• Develop strong relationships with clients to enhance account management and retention.
• Assist in the onboarding process for new customers, ensuring a smooth transition to our services.
• Oversee Service Department, manage schedule, communicate with customers and finalize job folders.
• Organize and maintain Job Folders.
• Follow workflow by following policies and procedures; meet weekly with Office Manager to discuss effectiveness and reporting needed changes.
• Stay informed about industry trends and product offerings to provide knowledgeable support.

Requirements

• Proven experience in customer service or account management, preferably within a similar industry.
• Familiarity with CRM tools is highly desirable.
• Strong analytical skills to assess customer needs and provide effective solutions.
• Excellent communication skills, both verbal and written, with the ability to convey information clearly.
• Ability to work collaboratively within a team environment while managing individual responsibilities.
• Project management experience is a plus, demonstrating the ability to handle multiple tasks efficiently.
• A proactive approach to problem-solving and a commitment to delivering exceptional service.

Join us as we strive to enhance our customers' experiences through dedicated support and innovative solutions!

Job Type: Full-time

Pay: $18.00 - $25.00 per hour

Expected hours: 40.0 per week

Benefits:

• Health insurance
• Paid time off
• Paid training
• Parental leave

Ability to Commute:

• Santa Fe, NM 87508 (Required)

Ability to Relocate:

• Santa Fe, NM 87508: Relocate before starting work (Preferred)

Work Location: Hybrid remote in Santa Fe, NM 87508

Salary : $18 - $25