Client Services Lead

4 weeks ago


Abbotsford, Canada Targeted Talent Full time
Job Summary:

The Client Services Lead will oversee and assist customer success employees in the performance of their job duties such as responding to customer inquiries and resolving issues or complaints.

Duties/Responsibilities:
  • Help build the infrastructure and standard operating procedures for the department
  • Help create company guidelines particularly related to quality of service
  • Manage the department and ensure the team complies with company guidelines particularly related to quality of service.
  • Prepare knowledge-based documents such as summaries and responses to frequently asked questions.
  • Hire entry-level customer success employees.
  • Train new employees in the company's customer service policies, procedures, and best practices.
  • Organize and oversee the schedules and work of the department.
  • Conduct performance evaluations that are timely and constructive.
  • Handle discipline and termination of employees as needed and in accordance with company policy.
  • Monitor or review calls or other correspondence between representatives and customers.
  • Ensure that representatives are informed about changes to company products and services.
  • Collect data and prepares reports on customer complaints and inquiries.
  • Prepare monthly reports summarizing the assigned customer success teams performance.
  • Assist with budget preparation for the Customer Success department.
  • Perform other related duties as assigned.
Required Skills/Abilities:
  • Bachelor's degree in business, technology or similar
  • At least five years of customer success experience required.
  • At least two years of experience in a supervisory role preferred.
  • At least two years of experience in customer service or customer success in the manufacturing industry
  • Excellent communication and presentation skills
  • Must be personable and enjoy working with people in an entirely customer-facing role
  • Knowledge of project management/delivery methods and tools
  • Organized, detail-oriented, and able to support many clients at once. Ability to deal with ambiguity and structure the unstructured
  • Demonstrated ability to work both collaboratively as part of a team and independently with minimal supervision
  • Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues
  • Work logically to diagnose and resolve basic to intermediate issues and recognize circumstances that require escalation
  • Comfortable using and learning software, including MS Office (Excel), multiple internet browsers, ticketing/tracking systems
  • Experience in the Food & Beverage or Consumer Packaged Goods domain preferred
  • Experience with Salesforce (or other CRM) desired
  • Ability to travel (job requires up to 30% travel)
  • Comfortable working as needed in a remote environment with video-conferencing tools
  • Excellent management and supervisory skills.
  • Excellent verbal and written communication skills.
  • Extensive knowledge of customer service procedures and principles.
  • Organized with attention to detail.
  • Ability to resolve customer complaints and issues while maintaining a professional and calm demeanour.
  • Ability to coach and mentor customer success representatives.


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