Client Success Specialist

About DecisionLogic:

DecisionLogic is a leading FinTech company providing a suite of integrated financial asset verification and credit scoring solutions across major financing verticals. In the last thirteen years, our SaaS platform has served more than one million consumers and over two thousand clients around the world. We are currently expanding into a wide variety of new markets with an aggressive growth plan that includes exciting new product development and feature releases. We are proud to offer the opportunity to join a dynamic team with a company that is stable and growing.

Summary

The Client Success Specialist works to address client onboarding, training and service needs efficiently and professionally. This role works with internal sales, technical and data teams to provide solutions to client challenges while offering best in class client service. This position requires comprehensive knowledge of DecisionLogic products to successfully answer inquiries from clients and provide valuable solutions to fit their needs. They will have administrative and client service experience, possess top notch professional communication skills, be self-driven, organized and extremely detail oriented.

Essential Functions

Including but not limited to...

• Provide timely responses and comprehensive resolutions to all incoming client support needs via phone, chat and email
• Leverage internal team expertise and available resources to provide value driven solutions to client questions or challenges
• Responsible for company set up and profile maintenance including creating landing pages, site users, company preferences, profiles, and user credentials
• Conduct client trainings as needed i.e. portal use or implementation of best practices guide
• Support new client onboarding and conduct regular, proactive outreach to DL clients to help build relationships and promote usage growth
• Responsible for educating and updating clients on procedural, technological, compliance, and/or regulatory changes that may impact client workflow and service
• Report and track technical errors through resolution; communicate with client base accordingly
• Promptly escalate select issues across invoicing, usage growth or client strategy to the appropriate leadership team member
• Process compliance-related requests within 14 days to ensure request forms are completed with no errors or issues within the 30-day deadline
• Assist other departments with any administrative task as needed

Competencies

• Polished and professional communication skills
• Extremely organized and detail-oriented
• First-class phone skills
• Proficient in MS Office applications
• Executes work with a sense of urgency and ownership
• Ability to think strategically, prioritize and escalate when needed
• Proactive, resourceful, and a team player

Compensation:

Hourly rate of $24.03 and growth potential within the company.

Required Education and Experience:

• College degree preferred
• At least two (2) years in a customer service or client success role
• Experience in lending or banking a plus

Hours and Location

This is a full-time remote position. Business hours are Monday through Friday, 7:30 a.m. to 4:30 p.m. PST.

Travel

This position may require travel from time to time to our main office in San Diego or any other related meetings.

Benefits and Perks:

• Medical, dental, vision, and life insurance
• 401K benefits with employer match
• Paid vacation, paid holidays, and paid sick time
• Casual work environment
• Personal and professional development opportunities

Additional:

Qualified candidates must be legally authorized to work in the United States.

DecisionLogic does not anticipate providing sponsorship for employment visa status for this position.

Due to the confidential nature of the information processed by the company, we require extensive general and criminal background checks on all staff.

Please check out our web site at http://www.decisionlogic.com. DecisionLogic is an Equal Opportunity Employer