
Client Experience Manager
6 days ago
Job Title: Client Success Specialist
Job Description:This role is dedicated to ensuring the successful delivery of ongoing revenue by providing timely service and resolution of client enquiries, maximizing transaction processing through the Payrix Portal.
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- Provide exceptional customer service throughout the client life cycle, including setup of The Portal access, fees, bank account information, and other settings.","
- Create DDRs and eDDRs as required.","
- Train clients on the use of The Portal/Xero as needed.","
- Identify upsell or cross-sell opportunities through customer interactions.","
- Respond to existing clients' change requests within The Portal.","
- Ensure all policies and process documents are updated and managed in line with changing business needs.","
- Maintain all Partner files.","
- Collaborate with the sales team to identify and grow opportunities.","
- Produce and analyze reports and data to assist with strategy planning and review.","
- Contribute to the development and execution of strategies to meet and exceed sales KPIs of self and the organization.
The ideal candidate will possess a proven track record of providing excellent customer service/support/sales/client-facing roles.
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- Demonstrated ability to establish and maintain long-lasting relationships with a portfolio of clients.","
- Experience successfully delivering client-focused solutions to meet customer needs.","
- Strong influencing, negotiating, and dispute resolution skills.","
- Ability to listen and understand a client's business, pain points, and tailor a solution to their individual needs.","
- Sound time management skills, including the ability to meet deadlines.","
- Excellent interpersonal skills.","
- Effective communicator both written and verbally, with the ability to vary communication style to suit the audience.","
- Intermediate skills with Excel, Word, Outlook, and PowerPoint.
The added bonus of formal qualifications in customer engagement or customer contact will be highly regarded.
","]","If you have any questions, please don't hesitate to reach out to us.
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