Customer Success Specialist

1 month ago


London, Canada Orca Intelligence Full time

▪ 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

**Required Skills**:
▪ Effective client management and customer relationship skills

▪ Ability to work independently and with mínimal supervision

▪ Knowledgeable in project management methods

▪ Adept facilitation/presentation skills

▪ Strong reporting, documenting and analytical skills

**Job Types**: Full-time, Permanent

Schedule:

- Monday to Friday

**Experience**:

- customer success: 5 years (required)

**Language**:

- English (required)

Work Location: In person

Expected start date: 2023-09-01



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