Client Success Officer must have excellent communication, social, administrative, record-keeping and computing skills to handle tasks efficiently. Responsible for knowing how various tools and systems works, training clients, checking that data/statistics are accurate. Must have good interpersonal skills to deal with customers and collaborate with other departments in the company, such as marketing, product, moderation, etc. They require excellent customer service skills to enable them to deal politely and effectively to give accurate instructions and/or in case customers’ inquiries or complaints arise.
- Onboard new clients to apps and tools included to the services availed
- Help process value added services for clients
- Review and verify statistics from apps and tools
- Observe product utilization and give intel of the clients behavior to sales managers
- May provide administrative assistance to leads and management team members as required
- Report unusual activity to supervisors
- Extract PIs and new onboarded clients
- Calling clients regarding their payment issues
- Create addendum if needed
- Help in calling lead gen and uploading listings of clients if necessary
