Client Solutions Specialist
4 days ago
Xello is looking for a Client Solutions Specialist
**_**:
**Who are you?**:
As part of Xello’s client solutions team, you will collaborate with your peers to bring the service standard to life. As a dedicated and true team player, you’ll share your knowledge and learn from your colleagues. You will build company-wide knowledge so you can find solutions, create moments of truth, and deliver value to our clients with each interaction.
Please note that the schedule for this role is Monday - Friday from 12pm - 8pm EST.
Sound exciting to you? Read on
What you’ll do
- Share insights, experiences, and lessons learned with your team
- Use creative solutions to gather information that helps identify, understand, troubleshoot, and resolve client issues
- Evaluate and prioritize client questions and inquiries
- Identify technical issues and collaborate with internal teams on a resolution
- Maintain a resolution time that meets or exceeds performance standards
- Become an expert in all products and features offered to our clients
- Accurately and thoroughly document all client interactions in the CRM
- Anticipate potential issues and product challenges that may arise
- Build sustainable, trustworthy relationships with clients through positive and personal interactions
- Proactively seek out ways to improve the customer experience
- Liaise between clients and internal staff to improve user experience
- Help clients become self-sufficient by walking them through solutions and guiding them to appropriate resources
- Maintain the highest levels of client satisfaction and act with a sense of urgency that meets our clients’ expectations
What we’re looking for
- Expertise in troubleshooting and creative problem solving
- Experience working in SaaS or education technology industry
- Strong organizational skills with the ability to multitask and prioritize
- Excellent time management skills
- A technical aptitude combined with amazing people skills
- University/College degree or equivalent
**We’re Xello - Join us**
We are Xello (CASCAID in the UK), formerly Career Cruising, the leading developer of future readiness programs in North America and the UK and soon the world Our mission is to help anyone, anywhere in the world to create a successful future through self-knowledge, exploration, and planning.
We believe that by bringing our best selves to our work and collaborating with one another, we can change the world. We are a very diverse group of individuals who work hard, laugh often and share in each other’s lives. We are an inclusive, equal opportunity employer.
Embracing agile practices, an innovative mindset, and keeping our users at the heart of what we do, are just a few of the keys to our success.
In addition to working with leading technologies, we are committed to continuous learning and growth through internal/external training and mentoring, which includes a PD budget for every employee.
For our Canadian based staff, we also offer:
- Flexible work arrangements including hybrid and remote
- 4 weeks of vacation
- Employer-paid health and dental benefits
- 4-month top-up for parental leave
- Group RRSP with 3% matching
For our US based staff, we also offer:
- Remote work environment
- 4 weeks of vacation
- 80% employer-paid health benefits
- 4-month top-up for parental leave
For our UK based staff, we also offer:
- flexible work arrangements that include work from home
- 28 days annual leave (inc. 3 days at Christmas) + bank holidays. With additional annual leave days added to reward long service
JTceyyX4hC
-
Client Solutions Process Specialist
3 weeks ago
Toronto, Canada Sun Life Financial Full timeA leading Canadian financial services firm is seeking a CSC Process Specialist to improve processes within the Client Solutions Centre. This hybrid role involves partnering with sales leaders, managing competing priorities, and acting as a Subject Matter Expert. The successful candidate will play a key role in launching new initiatives and training staff....
-
Client Solutions Process Specialist
3 weeks ago
Toronto, Canada Sun Life Financial Full timeA leading Canadian financial services firm is seeking a CSC Process Specialist to improve processes within the Client Solutions Centre. This hybrid role involves partnering with sales leaders, managing competing priorities, and acting as a Subject Matter Expert. The successful candidate will play a key role in launching new initiatives and training staff....
-
Client Solutions Process Specialist
3 weeks ago
Toronto, Canada Sun Life Financial Full timeA leading Canadian financial services firm is seeking a CSC Process Specialist to improve processes within the Client Solutions Centre. This hybrid role involves partnering with sales leaders, managing competing priorities, and acting as a Subject Matter Expert. The successful candidate will play a key role in launching new initiatives and training staff....
-
Client Solution Specialist
1 week ago
Toronto, Canada PNC Financial Services Group Full timeJob Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute...
-
Client Success Specialist
2 weeks ago
Toronto, Canada Metergy Solutions Full timeA leading utility solutions provider is seeking a Client Success Specialist in Toronto to strengthen client relationships. This role requires proactive support for B2B clients and entails responsibilities such as responding to inquiries, providing training, and collaborating with internal teams. The position offers competitive salary and comprehensive...
-
Client Success Specialist
2 hours ago
Toronto, Canada Metergy Solutions Full timeA leading utility solutions provider is seeking a Client Success Specialist in Toronto to strengthen client relationships. This role requires proactive support for B2B clients and entails responsibilities such as responding to inquiries, providing training, and collaborating with internal teams. The position offers competitive salary and comprehensive...
-
Client Success Specialist
2 weeks ago
Toronto, Canada Metergy Solutions Full timeAbout Metergy Solutions Inc. ("Metergy") Metergy has the energy, rapid growth and excitement of a startup, together with a rock-solid, recession-proof business that has a 45 year track record. We’re a technology company that drives huge carbon emission reductions. This is a once-in-a-career opportunity. As one of North America’s most experienced...
-
Client Success Specialist
2 hours ago
Toronto, Canada Metergy Solutions Full timeAbout Metergy Solutions Inc. ("Metergy") Metergy has the energy, rapid growth and excitement of a startup, together with a rock-solid, recession-proof business that has a 45 year track record. We’re a technology company that drives huge carbon emission reductions. This is a once-in-a-career opportunity. As one of North America’s most experienced...
-
Client Success Specialist
2 hours ago
Toronto, Canada Metergy Solutions Full timeAbout Metergy Solutions Inc. ("Metergy") Metergy has the energy, rapid growth and excitement of a startup, together with a rock-solid, recession-proof business that has a 45 year track record. We’re a technology company that drives huge carbon emission reductions. This is a once-in-a-career opportunity. As one of North America’s most experienced...
-
Accounts Receivable Solutions Specialist
2 hours ago
Toronto, Canada PureFacts Financial Solutions Full timePureFacts is a global leader in revenue management, client reporting, and data-driven solutions for the wealth and asset management industry. Our mission is to empower financial services firms with smarter technology that increases revenue, reduces risk, and improves client transparency.We’re a purpose-driven organization committed to making a...