Client Relationship Specialist Job Description Template
Our company is looking for a Client Relationship Specialist to join our team.
Responsibilities:
- Continued professional development through ongoing training and education;
- Provide additional service recommendations to existing accounts;
- Cross train to assist within all operational departments;
- Ability to work any shift within the 8:00 am – 6:30 pm business hours based on need;
- Track and disposition incoming calls and emails in Microsoft Dynamics 365 CRM system;
- Process Occupational Health service orders from client submitted profiles in a compliant manner that meet or exceeds departmental standards;
- Build and cultivate excellent client relationships;
- Other reasonably related business duties as assigned;
- Maintain an error rate of 3% or less.
Requirements:
- Enthusiastic;
- High school diploma required;
- Hardworking;
- Team player;
- Coachable/Teachable;
- Working knowledge of Microsoft Office and experience utilizing a Customer Relationship Management (CRM) system;
- Open-minded and eager to learn;
- Ability to understand the key aspects of selling on value as opposed to price;
- High School Diploma or GED Equivalent;
- Ability to prioritize tasks to complete assignments with minimal supervision and within established timeframes;
- Attention to detail and accuracy in work;
- Ability to enter data into a computer and work with various computer programs and navigation of multiple websites and databases;
- Minimum 1-2 years’ experience in customer service/call center and data entry;
- Ability to work with and maintain confidential information;
- Excellent verbal and written communication.