Demo

Client Engagement Specialist

Wise Pelican
Scottsdale, AZ Full Time
POSTED ON 3/6/2025
AVAILABLE BEFORE 6/5/2025

Job Title : Client Engagement Specialist (Onsite - Scottsdale, AZ)

Location : Scottsdale, Arizona

Employment Type : Full-Time

About Wise Pelican

Wise Pelican is an innovative leader in real estate marketing solutions, empowering real estate professionals and small business owners with cutting-edge tools and services. As a growing company with a global workforce, we foster a dynamic, inclusive work environment that promotes growth, innovation, and collaboration.

Position Overview

We are seeking a Client Engagement Specialist to join our team in Scottsdale, AZ. In this role, you will be a front-line support specialist, assisting customers via phone, email, and sometimes chat. Your primary responsibilities will include root-causing and resolving customer inquiries, troubleshooting issues, and ensuring a seamless customer experience. You will work closely with our sales and operations teams to support and guide new and existing customers.

Key Responsibilities

Customer Support :

  • Provide an excellent customer support experience for our customers when answering inbound support calls.
  • You will be responsible for root-causing and resolving inbound support inquiries from our main line and support email.
  • You may also assist with chat when needed to help maintain SLAs.

Customer Support & Issue Resolution

  • Provide exceptional customer support by responding to inbound calls, emails, and occasionally chat inquiries promptly and professionally.
  • Troubleshoot technical issues related to our platform and assist customers with navigating our services.
  • Escalate complex issues to the appropriate internal teams when necessary.
  • Escalate customer inquiries and resolutions to identify trends and areas for process improvement when needed.
  • Documentation & Reporting :

  • Maintain accurate records of customer interactions, troubleshooting steps, and resolutions in our CRM.
  • Required Qualifications

  • 2 years of customer support experience, customer success, or help desk role.
  • Strong verbal and written communication skills with a customer-first mindset.
  • Proven ability to problem-solve, troubleshoot issues, and provide clear instructions.
  • Ability to multitask and prioritize in a fast-paced environment.
  • Proficient in using CRM and support tools, with an ability to learn new tools and workflows quickly.
  • Ability to work in an ambiguous environment
  • Preferred Qualifications

  • Experience with HubSpot , Google Suite, Slack, and Aircall.
  • Strong Customer Support Background.
  • Marketing and / or real estate experience are a plus.
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