CRM

CRM is responsible for new client as well as existing client management and relationships. The CRM ensures efficient and effective delivery of optimal service to an assigned client base. The CRM must be proficient in accessing and entering information in online, interactive client management portal and customer web site. Monitor processing with system alerts, notifications from processing, and system reports to troubleshoot issues on a per client basis; Drive client satisfaction and increase revenue through missing information report, priority reports (when applicable) and Lost Revenue Report on a set schedule to increase overall compliance on a per client basis; Effectively communicate with clients on a daily basis with overall general knowledge when questions arise on processing, invoicing, tax documents, etc.; Interact with Payroll Specialist as part of the escalation process of problematic payroll files/issues with clients; Work pro-actively with Strategic Partners, Sales Reps and Agents to help build/retain revenue with clients by using reports on a set schedule; Execute procedures for properly ‘closing’ a client who wishes to exit the program.

  • 3 + years customer service experience
  • Excellent communication and follow through
  • Strong Organizational Skills
  • Excellent computer skills and proficient in Microsoft Office Suite
  • Ability to work in a high energy environment
  • Strong work ethic
  • A desire to work in a team based environment and contribute as a team player across departments
  • Ability to take ownership of assigned tasks
  • Ability to handle multiple priorities, be a self-starter with strong problem solving abilities

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