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Customer Service Representative

Banyan Technology
Cleveland, OH Full Time
POSTED ON 2/18/2025
AVAILABLE BEFORE 3/19/2025

We are seeking a Client Solutions Representative to join our growing Team!


This is a key role in helping to ensure client success. Our CSR Team is responsible for many client facing activities and some key aspects are (just to name a few) - completing the Customer Support configuration tasks within the company, setting up and training new customers/carriers on our product and their workflow, continually monitoring customers’ accounts, and testing the SaaS applications.


Banyan offers opportunities for growth within the company and options to move forward and continue to grow your skills!


DUTIES & RESPONSIBILITIES

• Serve as the first point of contact for customers and carriers via emails and telephone

• Create, support, and maintain account web-based products and services

• Basic troubleshooting and testing our system, including new features for website releases

• Create internal and external system guides if needed (client specific)

• Daily tasks such as training clients, timekeeping and problem resolution

• Complete assigned tasks and projects that are assigned by supervisors

• Make notes of errors on systems or needs of customers and communicate them with IT department/Banyan staff

• Contribute and collaborate ideas from yourself and customers regarding the client experiences and feature updates

• Normal office responsibilities such as documentation, preparing spreadsheets, answering phones, utilizing JIRA help desk and greeting clients

• Participate in assigned client projects

• Various projects as needed


CORE SKILLS & REQUIREMENTS

• Logistics knowledge a bonus

• Associates Degree or Relevant Experience

• 2-3 years of relevant customer support experience

• Position requires excellent attention to detail and excellent communications skills both verbal and written

• Strong PC skills including Excel, Word and Outlook

• Accuracy, attention to detail with strong documentation skills

• Must be well organized with strong analytical skills

• Ability to use discretion, exercise good judgment and resourcefulness and maintain strict confidentiality

• Willing and able to put in extra hours as necessary


Job Type: Full-time


Experience:

• Customer Service: 2 years (Required)

• Office or call center preferred


Onboarding time:

• 3-4 Months (Training on system and Processes) Benefits offered:

• Paid time off & holiday time

• Health insurance

• Dental insurance

• Healthcare spending or reimbursement accounts such as HSAs or FSAs

• Retirement benefits or accounts

  • • Workplace perks such as food/coffee and flexible work schedules, and prioritize work

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Job openings at Banyan Technology

Banyan Technology
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