Client Service Representative - Lead - Remote

Overview

The Client Service Representative - Lead will manage the CSR team, ensuring high standards in customer service and account setup processes while fostering relationships with clients.

In Short

• Manage the CSR team and account setup workflow.
• Analyze and resolve problems effectively.
• Provide leadership and training to team members.
• Collaborate with various teams to meet client needs.
• Field inquiries from clients regarding pricing and services.
• Review and approve membership applications.
• Maintain knowledge of industry trends.
• Directly manage team members and their performance.
• Utilize CRM systems for client interactions.
• Ensure outstanding customer service.

Requirements

• Strong interpersonal skills for client relationship building.
• Excellent organizational and time management skills.
• Ability to work under deadlines.
• Proficient in Microsoft Office and CRM systems.
• 1 - 3 years of management experience.
• BA/BS degree or equivalent preferred.
• 3 years of sales experience preferred.
• Strong written and verbal communication skills.
• Problem-solving abilities.
• Ability to prioritize tasks effectively.

Benefits

• Remote work flexibility.
• Health benefits starting on the first day.
• $100 monthly fitness allowance.
• Tuition reimbursement program.
• 401(k) plan with company match.
• Profit sharing contributions.
• PTO and additional paid days off.
• Wellness and birthday days off.