California Client Services Representative jobs in United States
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Walker Advertising · 12 hours ago

California Client Services Representative

Walker Advertising has been providing trustworthy legal services since 1984, focusing on bridging the gap between law firms and underserved communities. The Client Services Representative will serve as the first point of contact for clients, responsible for onboarding, maintaining client relationships, and ensuring a high level of customer satisfaction.

ConsultingAdvertising
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Growth Opportunities

Responsibilities

New client onboarding. Communicate expectations, processes and procedures regarding products
Coordinate with client and accounting to ensure seamless billing transactions
Act as the first point of contact for sales team and clients seeking help with products
Provide troubleshooting and technical assistance to clients
Anticipate the client needs, communicate next steps as well as solutions
Key resource to ensure clients successfully engage with the products and realize the full potential of investment
Owning the Client Relations Experience by being proactive with the client touch points and handling any concerns and inquiries
Liaison between Sale team and clients. Ensuring support on both sides
Client maintenance, collect, manage and execute all contracts for new and existing clients
Collect and process payments for new and existing contracts
Update day to day activity in Salesforce
Maintain, produce and distribute internal reports as requested and scheduled
Maintaining a positive, empathetic and professional attitude toward customers always
Responding promptly to customer inquiries
Acknowledging and resolving client complaints
Keeping records of client interactions, transactions, comments and complaints
Providing feedback on the efficiency of the customer service process
Ensure customer satisfaction and provide professional customer support
Actively manage features and dependencies in and across products

Qualification

Sales skillsSalesforceExcelMS SuiteOrganizational skillsVerbal communicationWritten communicationTime managementTeamwork

Required

Ability to prepare reports
Strong Excel skills
High School Diploma or general education degree, or four or more years related experience or training
Excellent verbal and written communication skills
Good time management and organizational skills
Ability to work in a team environment
Outstanding sales skills
Proficient in MS Suite
Experience using and managing Salesforce
Must live in California

Benefits

Three Weeks Paid Time Off
Twelve Weeks of Guarantee Paid Parental Leave
Insurance - Medical, Dental, Vision, etc.
401(k) Retirement Savings Plan
Wellness Initiatives/Employee Assistance Program
Rewards and Recognition
Career Development Opportunities

Company

Walker Advertising

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A provider of legal marketing services

Funding

Current Stage
Growth Stage
Total Funding
unknown
2015-09-04Private Equity

Leadership Team

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Benjamin Henderson
CEO
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Dan Mintz
Chief Revenue Officer
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Company data provided by crunchbase