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Client Support Specialist
Onbe Conshohocken, PA
$52k-65k (estimate)
Full Time | IT Outsourcing & Consulting 2 Months Ago
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Onbe is Hiring a Client Support Specialist Near Conshohocken, PA

Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe!
Summary: The Client Support Specialist (CSS) collaborates with the Client Support Management team to ensure the success of our client programs! The Specialist role works closely with Client Support Managers to develop positive relationships with their clients and become product experts, trusted advisers, strategists, and problem solvers. In this highly collaborative role, the Specialist focuses on improving the overall health and satisfaction of our clients!
This role is a hybrid role that will work onsite 1-2 days per week at our Conshohocken, PA location. Occasional travel may be required as part of this position.
Responsibilities:
  • Fields troubleshooting emails and calls from the client and responds to issues and inquiries.
  • Ensures first-order health for new clients and/or programs.
  • Pulls key reports, metrics, and data and analyzes to promote program success.
  • Acts as a product expert and serves as an advocate for the client and Onbe.
  • Works with Client Support Managers to prepare for Business Reviews and client meetings.
  • Demonstrates client knowledge to advise quarterly client budgeting exercises and reviews numbers monthly for variances to actual analysis.
  • Collaborates on the integration of new programs for new and existing clients.
  • Works on internal development projects as assigned and proactively created from their own identified business needs.
Qualifications:
  • Bachelor's degree preferred.
  • 1-3 years of experience working in a client support and/or operations role with direct client interaction.
  • Proficiency with Microsoft Excel, Word, and PowerPoint.
  • Ability to travel for company and client-related meetings.
The base salary range for this position is between $49,860 to $73,500 with eligibility for an annual bonus. The actual base salary offered depends on a variety of factors, including but not limited to the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, business needs, and market demand. Our competitive benefits include medical, dental, vision, wellness, 401(k) matching, unlimited PTO, work from anywhere, generous parental leave, and more! Our job titles may span more than one career level. All candidates are encouraged to apply.
At Onbe, a diverse group of people, ideas, and perspectives are key to achieving phenomenal things. For over 25 years, our focus has remained on building a culture of openness and ingenuity, where employees come together to innovate and build disbursement solutions that make the lives of our clients and their consumers and workforces easier and better. Our definition of success includes celebrating differences and affirming belonging. To that end, we ask employees to come to Onbe as they are and contribute their diverse perspectives, identities, and experiences.
We believe that the recruiting phase is only the very beginning of diversity and inclusion. At Onbe, we’re constantly evolving the way we celebrate diversity every day and in everything we do. With several internal committees that are dedicated to mental and physical wellness, diversity, inclusion, and community outreach, we are committed to making a culture that is inclusive to all.
Onbe is proud to be an equal opportunity employer. We seek out ways to create a mindful workforce that embraces diversity and celebrates a culture of inclusion. We do not discriminate against employees or job applicants on the basis of race, color, ancestry, national origin, sex (including pregnancy), gender identity, sexual orientation, marital or family status, religion, age, disability, genetic information or military service. Our equal opportunity policy applies to all decisions of employment including hiring, placement, promotion or advancement, termination, layoff, recall, transfer, compensation, training and leaves of absence

Job Summary

JOB TYPE

Full Time

INDUSTRY

IT Outsourcing & Consulting

SALARY

$52k-65k (estimate)

POST DATE

03/16/2024

EXPIRATION DATE

07/07/2024

WEBSITE

onbe.com

HEADQUARTERS

Buffalo Grove, IL

SIZE

100 - 200

INDUSTRY

IT Outsourcing & Consulting

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

If you are interested in becoming a Client Support 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 Client Support Specialist for your reference.

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

Quotes from people on Client Support Specialist job description and responsibilities

Ensure positive client experience through high quality service and communication thereby attaining client retention.

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Handle client engagement document control and execute filing system policies.

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They are responsible for the overall results of the support team plus hiring, training, and retention of support employees.

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Support requests pertain to usage questions or clarification of documentation.

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Client Support Specialists are responsible for ensuring excellent client experiences and thus maximizing business.

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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 Client Support Specialist jobs

Client support specialists must be able to handle a variety of situations with professionalism and tact.

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Communicate clearly with customers.

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Positive feedback helps the client progress and move through negative self-talk, ambivalence, resistance and other hurdles.

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Aspiring candidates must provide excellent service and meet client needs while offering cost effective technological solutions to the organization.

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Dealing with customers and clients requires a lot of patience, kindness, and understanding.

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Step 3: View the best colleges and universities for Client Support Specialist.

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