What are the responsibilities and job description for the Client Advocate position at Teslar Software?
Teslar Software is an innovative financial technology (FinTech) company located in the heart of Northwest Arkansas. We assist financial institutions across the country become more efficient through smart workflows and superior technology. We are committed to providing teammates with a relaxed atmosphere where professional growth is encouraged, and upward mobility is supported. As our team grows, we have made it a priority to instill our core values in everything we do. We talk about them often, hire and fire based on them, and they are nonnegotiable.
- Trust Above Everything
- I’ve Got Your Back
- Be Resourceful (Figure it Out)
- Deliver the Unexpected
- Client Success
- Celebrate the Victories
Job Description:
The Client Advocate will be the primary contact for our customers and will be responsible for ensuring their needs are met in a timely fashion. This position will maintain regular communications with their portfolio of banks, as well as assist higher level teammates with basic support items.
Responsibilities:
- Serve as the primary point of contact for our clients to collect feedback that will help drive continuous improvement across all areas, including product.
- Prepare and educate customers on new features and releases.
- Facilitate recurring client meetings ensuring clear communication on commitments and timelines for an overall successful customer journey.
- Coordinate internal resources - including Support, Modules, Implementation, and Engineering - to provide best in class service and a seamless customer experience.
- Position may require some travel to ensure client satisfaction.
Qualifications:
- Ability to be a self-starter, including strong multi-tasking capabilities with a track record of managing multiple client accounts with shifting priorities and details in a fast-paced environment.
- Passion for working with customers, proactive problem solving, and embodying a culture to exceed expectations.
- Ability to effectively communicate with our clients and bridge the gap between banking terms and Teslar Software functionality.
- Proven track record of exceptional customer service skills.
- Banking experience in Loan Operations, Commercial Lending, or related area preferred
- Excellent verbal and written communication skills.
- Software and tech savvy.