Customer Service Representative/ Relationship Specialist jobs in United States
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Natsoft · 18 hours ago

Customer Service Representative/ Relationship Specialist

positionTampa, FL
timeContract
remoteOnsite
seniorityNew Grad, Entry Level

Natsoft is seeking a Relationship Specialist to manage high-touch client relationships. The role involves creating client conversation scripts, performing outreach and data entry, and providing post-conversion support while ensuring client satisfaction.

ConsultingEnterprise ApplicationsInformation Technology
Hiring Manager
Sachin G Nair
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Responsibilities

Play the role of a Relationship Specialist
High-touch relationship management
Create client conversation scripts, criteria and supplemental materials
Perform client outreach (calls, email, meetings), coordination, and associated reporting and tracking
Perform migration data entry for manual conversions including client entitlement set up and support
Interact with clients to facilitate collection of documentation
Provide Level 1 triage and help desk coordination and post conversion support
Track surge support weekly and forecast monthly to help you determine ongoing surge support needs
Provide information for client training team to create materials
Effectively utilize resources and make decisions based on sound business judgement

Qualification

BankingFinancial IndustryCommercial bankingDispute resolutionCritical thinkingNegotiation skillsProactive mindsetWhite Glove ServiceCommunication skillsAttention to detailCollaboration skills

Required

Play the role of a Relationship Specialist
High-touch relationship management
Create client conversation scripts, criteria and supplemental materials
Perform client outreach (calls, email, meetings), coordination, and associated reporting and tracking
Perform migration data entry for manual conversions including client entitlement set up and support
Interact with clients to facilitate collection of documentation
Provide Level 1 triage and help desk coordination and post conversion support
Track surge support weekly and forecast monthly to help determine ongoing surge support needs
Provide information for client training team to create materials
Effectively utilize resources and make decisions based on sound business judgement
Thorough knowledge and understanding of Banking and Financial Industry
Commercial banking
Exhibit critical thinking and a higher degree of negotiation and dispute resolution skills
Demonstrate ability to simplify and communicate complex technical procedures
Hands on approach mindset
Provide White Glove Service
Attention to detail and proactive
Effectively collaborates and communicates to ensure client satisfaction

Company

Natsoft

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Natsoft was established in the year 2004 with an intent to provide Software Development and System Integration Services.
dateFounded in 2004
location
Somerset, New Jersey, USA
people-size501-1000 employees
web-link
https://natsoft.us/

Funding

Current Stage
Late Stage

Leadership Team

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Timmy Cheedala
Founder & CEO
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Recent News

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Company data provided by crunchbase