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Customer Success Specialist
5 months ago
Assist with the onboarding of new clients
▪ Provide weekly status reports of client operations to the CSM
▪ Coordinate and take minutes of client-related projects, utilizing a project management tool to track the onboarding of carriers
▪ Build and maintain strong relationships with existing clients
▪ Serve as the key liaison between the client and Orca’s internal operations
▪ Attend/Facilitate client meetings as required or scheduled
▪ Deliver monthly reports to clients
▪ Provide system training to new clients
▪ Respond accurately & timely to client inquiries
▪ Report generation and formatting. A large part of this role will include generating and formatting reports in excel.
▪ Operating within Orca’s operational system to answer client inquiries.
▪ Assist other Orca team members with day-to-day operations as required
- Proven effective client management and customer relationship skills
- Ability to work independently and with mínimal supervision
- Knowledgeable in project management methods
- Strong reporting, documenting and analytical skills
- Adept facilitation/presentation skills
Valued traits
▪ Clear communicator
▪ Client centered
▪ Rapport builder
▪ Problem solver
▪ Proactive attitude
▪ Strategic thinker
▪ Honest & direct
▪ Results-oriented
▪ Team player
▪ Outstanding work ethic
▪ Self-starter
**Job Types**: Full-time, Permanent
Schedule:
- Monday to Friday
**Experience**:
- customer success: 2 years (required)
**Language**:
- English (required)
Work Location: One location
Expected start date: 2023-04-10
