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Client Advocate
Job Description
As a Client Advocate, you will serve as the main point of contact for clients, ensuring they receive top-quality service, support, and guidance throughout their journey with our company. You will work to build and maintain strong, positive relationships with clients by actively addressing their needs, advocating for their interests, and ensuring satisfaction with our products/services.
Benefits:
- Health insurance, dental, and vision coverage.
- Employer-paid short-term and long-term insurance, as well as life insurance.
- Paid time off, including 11 paid holidays and philanthropy time.
- Generous 401(k) contribution, profit sharing options.
Responsibilities
- Act as the primary point of contact for clients, addressing inquiries, concerns, and providing proactive support to address potential issues before they escalate.
- Develop and maintain strong relationships with clients, ensuring their needs and expectations are met and exceeded.
- Collaborate with internal teams to identify, track and communicate client issues and improve service delivery.
- Conduct regular check-ins with clients to gather feedback and ensure ongoing satisfaction.
- Identify opportunities for upselling or cross-selling additional products/services that may benefit the client.
- Maintain detailed records of client interactions, ensuring all information is up to date and accurate.
- Advocate on behalf of clients within the company to ensure their feedback and requirements are understood and implemented.
Prerequisites
- Bachelor’s degree in Business, Communications, or related field (or equivalent experience).
- Proven experience in customer service, client relations, or account management.
- Strong communication skills (both written and verbal) with the ability to effectively present information and interact with clients.
- Problem-solving skills with the ability to address complex client concerns in a professional and timely manner.
- Detail-oriented with excellent organizational and time management skills.
- Empathy and strong interpersonal skills.
Preferred Skills:
- Knowledge of Acumatica or other ERP systems of similar size and functionality.
- Ability to handle high-pressure situations and manage multiple priorities.
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Client Advocate
As a Client Advocate, you will serve as the main point of contact for clients, ensuring they receive top-quality service, support, and guidance throughout their journey with our company. You will work to build and maintain strong, positive relationships with clients by actively addressing their needs, advocating for their interests, and ensuring satisfaction with our products/services.