What are the responsibilities and job description for the Customer service agent position at SOSA BPO?
Location: Onsite – Santa Ana, CA 92705
Schedule: Monday – Friday, 8:00 AM – 5:00 PM
Compensation: $20.00 per Hour
About Us
We are a premier professional services firm dedicated to providing strategic guidance and advocacy for our clients. Our mission is built on transparency, exceptional service, and unwavering support, ensuring a seamless and successful journey for every individual we represent through complex, long-term processes.
Position Overview
We are seeking a Client Account Relationship Manager to join our Santa Ana team.
Note: This is not a high-volume call center role.
This position focuses on high-touch account management and building enduring, trust-based relationships with clients throughout engagements that can span up to 24 months. The ideal candidate is a professional communicator who excels at organization and possesses a deep commitment to long-term client success.
Key Responsibilities
- Dedicated Advocacy: Serve as the primary point of contact for clients throughout the entire lifecycle of their account.
- Proactive Communication: Maintain consistent outreach via phone and email to provide status updates, answer inquiries, and offer ongoing support.
- Professional Correspondence: Draft clear, sophisticated professional emails and formal correspondence, ensuring all administrative documentation is accurately tracked.
- Account Documentation: Maintain meticulous records of all client interactions, milestones, and progress within our internal CRM systems.
- Relationship Retention: Foster long-term trust and rapport to ensure high levels of client satisfaction and retention over multi-year engagements.
- Collaborative Support: Identify potential roadblocks in a client's case and collaborate with internal teams to ensure a smooth resolution.
Qualifications
- Experience: Proven background in Account Management, Client Relations, or a specialized, high-level Customer Experience (CX) role.
- Communication: Exceptional verbal and written communication skills with a focus on professional etiquette.
- Technical Skills: Proficient in Microsoft Outlook and Word; experience with CRM platforms is a significant plus.
- Organization: Proven ability to manage a diverse portfolio of accounts while prioritizing tasks effectively.
- Longevity: Experience handling long-term client projects or engagements in a service or advisory capacity.
Salary : $20