258 Results for Customer Success Specialist Jobs

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Customer Success Specialist

Rayville, Louisiana
onsite
Temporary to Hire
17 - 20 USD / Hourly
We are looking for a detail-oriented Customer Success Specialist to support commercial lending operations in Rayville, Louisiana. This contract opportunity with permanent potential is ideal for someone who can manage documentation with precision, coordinate effectively across teams, and help ensure commercial loan files are complete, compliant, and ready for closing. The person in this role will contribute to accurate loan package preparation, documentation review, and due diligence activities tied to commercial and real estate lending. Responsibilities:• Prepare commercial loan and collateral documentation for a variety of lending transactions while maintaining alignment with bank standards and applicable legal requirements.• Review participation loan files for both purchased and sold transactions to confirm completeness, accuracy, and proper execution.• Examine existing loan and collateral records during renewals or new originations to identify and resolve documentation issues tied to previously pledged assets.• Coordinate with attorneys and other external partners when legal support is needed to move commercial loan closings forward.• Gather and evaluate pre-closing materials such as approval records, borrower organizational documents, lien search results, title work, insurance coverage, flood compliance items, environmental reports, and appraisal documentation.• Verify that borrower authority, collateral protection, lien position, and underwriting support meet internal policy expectations before closing.• Support secondary quality reviews of loan packages to reduce documentation errors and strengthen file accuracy prior to finalization.• Work closely with lending and documentation staff to assist with due diligence efforts and the preparation of complete commercial loan files.
2026-09-28T00:00:00Z

Customer Success Specialist

Wilmington, Delaware
onsite
Temporary to Hire
19 - 19 USD / Hourly
We are looking for a Customer Success Specialist/Claims Processor to support individuals with questions related to unclaimed property claims. This contract opportunity with permanent potential is ideal for someone who is comfortable managing a high volume of inbound calls, guiding customers through claim-related questions, and completing accurate follow-up work in a fast-paced environment. The person in this role will combine strong service skills with careful documentation and sound judgment to help ensure each claim is handled thoroughly and professionally. Responsibilities:• Respond to inbound customer inquiries regarding unclaimed property claims with professionalism, patience, and clarity.• Provide updates on claim progress and explain what records or supporting materials are needed to move a claim forward.• Guide customers through the claim submission process, including assistance with using the online portal and resolving basic navigation issues.• Locate existing records and set up new claims within the company database while maintaining complete and accurate information.• Enter, review, and validate claim data according to established procedures and quality expectations.• Examine submitted documentation to help determine ownership and identify the appropriate next steps for claim processing.• Record detailed summaries of customer interactions and claim activity so files remain current and well documented.• Recognize inconsistencies, recurring concerns, or unusual issues and elevate them to management or the appropriate team when necessary.• Support additional administrative assignments and special projects as business needs require.
2026-09-18T00:00:00Z

Customer Success Specialist

Metairie, Louisiana
onsite
Temporary to Hire
23 - 25 USD / Hourly
We are looking for a Customer Success Specialist to join our team in Metairie, Louisiana in a contract-to-permanent capacity. This opportunity is ideal for someone who excels at supporting clients, managing high-value banking transactions, and coordinating complex loan-related activities with accuracy and professionalism. The role combines customer service, documentation oversight, and cross-functional partnership to help ensure a smooth client experience while maintaining operational and regulatory standards. Responsibilities: • Guide customers and internal partners through complex loan closing activities, ensuring each transaction progresses accurately and on schedule. • Review credit documents, commitment terms, legal paperwork, and supporting records to confirm alignment with approved structures and required conditions. • Create and validate detailed loan documentation packages for multifaceted commercial transactions involving multiple entities, facilities, and collateral types. • Coordinate due diligence items such as insurance, title materials, entity documents, appraisals, public records, and other third-party requirements needed for closing. • Manage funding logistics, settlement details, disbursements, and post-closing follow-up to support complete and accurate transaction processing. • Act as a key resource for questions related to documentation, collateral perfection, compliance expectations, and exception resolution. • Conduct secondary quality checks on closing files prepared by team members and provide clear feedback to strengthen accuracy and consistency. • Track outstanding exceptions and collaborate with servicing, collateral, and production teams to resolve issues with urgency. • Support team effectiveness by sharing knowledge, assisting with training, and contributing to procedural updates, reference tools, and process improvements. • Participate in audits, testing, compliance activities, and operational enhancement efforts, including support for system-related updates when needed.
2026-09-28T00:00:00Z

Customer Success Specialist

Honolulu, Hawaii
onsite
Temporary to Hire
17.4135 - 20.163 USD / Hourly
We are looking for a customer-focused Customer Success Specialist to support order coordination and service operations for a long-term contract position. This role combines front-desk customer interaction with administrative follow-through, helping ensure orders are handled accurately and customers receive timely updates. The ideal candidate is organized, responsive, and comfortable working closely with internal teams to keep daily workflows moving smoothly. Due to the nature of the work and onsite requirements, preference will be given to Hawaii residents. Applicants should be able to reliably commute or reside within the region to meet business needs. All qualified applicants are encouraged to apply by calling us at 808-531-0800. Responsibilities:• Welcome customers during order pickup and provide courteous, attentive assistance throughout the interaction.• Enter, review, and update order information to help ensure complete and accurate processing from receipt through fulfillment.• Partner with warehouse and purchasing teams to confirm product availability, track progress, and coordinate expected completion timelines.• Keep customers informed by sharing order updates, delivery changes, and other relevant service information in a timely manner.• Handle administrative support tasks such as maintaining records, organizing documentation, and completing data entry with a high level of accuracy.• Respond to customer questions related to products, orders, and scheduling, and work to resolve concerns efficiently.• Work across departments to support smooth daily operations and promote a positive customer experience.• Assist with general office coordination to maintain an organized and effective work environment.
2026-09-30T00:00:00Z

Customer Success Manager

Hayward, California
onsite
Permanent / Full Time
80000 - 85000 USD / Yearly
We are looking for a Customer Success Manager to support a portfolio of government contracted accounts the East Bay, California. This role focuses on strengthening client relationships, guiding accounts through the full-service lifecycle, and partnering with internal teams to maintain a high standard of support. The ideal candidate brings a service-minded approach, strong communication skills, and the ability to turn client feedback into practical improvements. Responsibilities:• Manage a group of assigned school accounts and serve as the primary point of contact for day-to-day client needs.• Guide customers through each stage of the account relationship, from onboarding and ongoing support to issue resolution and retention efforts.• Hold recurring check-ins with clients to review service performance, address concerns, and identify opportunities to improve satisfaction.• Partner with operations and nutrition teams to investigate service challenges and coordinate timely, effective solutions.• Maintain organized account calendars, activity checklists, and client records to ensure follow-through on commitments and next steps.• Keep customer information, account updates, and service details current within internal tracking systems and CRM tools.• Monitor service trends, document recurring issues, and recommend process enhancements that improve the customer experience.• Provide responsive support for inbound client questions and escalate complex matters when needed to protect account health
2026-09-15T00:00:00Z

Customer Success Associate

Los Angeles, California
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Customer Success Associate Company OverviewA software company based in Los Angeles, California is building enterprise solutions that help organizations integrate AI-powered agents into everyday business workflows. The company develops technology that connects AI with existing business systems to automate work, surface insights, and improve operational efficiency. This is an opportunity to join an emerging technology organization and work closely with customers adopting next-generation AI capabilities. Role SummaryThe Customer Success Associate will help customers successfully onboard, adopt, and realize value from an enterprise AI platform. This role will serve as a primary day-to-day contact for a portfolio of customers while partnering closely with Product and Engineering teams to address technical questions, capture feedback, and improve the customer experience. The ideal candidate combines strong relationship management skills with technical curiosity and a practical understanding of how AI and automation can improve business workflows. Key Responsibilities<ul><li>Manage day-to-day relationships with a portfolio of customer accounts, providing responsive and consultative support.</li><li>Guide customers through onboarding, platform adoption, business system integrations, and identification of high-value AI workflows.</li><li>Help customers understand the capabilities and limitations of AI-powered workflows and establish realistic expectations for successful adoption.</li><li>Monitor customer health, usage, and engagement to proactively identify adoption risks, unresolved issues, and expansion opportunities.</li><li>Translate customer questions, product feedback, and technical issues into clear requirements for Product and Engineering teams.</li><li>Document and track customer requests, feature ideas, technical issues, and commitments using CRM and project management systems.</li><li>Analyze feedback related to AI-generated outputs and workflows to help technical teams identify opportunities for product improvement.</li><li>Prepare and deliver customer check-ins, status updates, and business reviews using account, product usage, and support data.</li><li>Leverage AI tools and automation to improve customer success processes while maintaining accountability for the accuracy and quality of customer-facing work.</li><li>Help develop scalable customer success playbooks, templates, processes, and automated workflows as the organization grows.</li></ul>Additional Details<ul><li>Fully onsite 5 days a week</li><li>Work closely with Customer Success, Product, and Engineering teams</li><li>High-growth environment requiring autonomy, adaptability, discretion, and strong ownership</li><li>Opportunity to work hands-on with AI-powered workflows and help shape how customers adopt emerging technology</li></ul>
2026-09-24T00:00:00Z

Customer Care Specialist

San Marcos, California
onsite
Temporary / Contract
26 - 28 USD / Hourly
A residential construction company is looking for a Customer Care Specialist to become the bridge between homeowners and the internal construction/service team. This role is more relationship-focused than a traditional customer service position and is ideal for someone who knows how to listen, organize, follow up, and actually get things resolved.You’ll work with homeowners after projects are completed, helping coordinate warranty requests, service appointments, repairs, and follow-up communication. Your Responsibilities:<ul><li>Serve as a primary contact for homeowners with service and warranty questions</li><li>Receive and document warranty and repair requests</li><li>Review requests and determine the appropriate next step</li><li>Coordinate inspections, repairs, and service appointments</li><li>Communicate with homeowners regarding schedules and expectations</li><li>Work closely with construction managers, vendors, subcontractors, and service technicians</li><li>Track open requests until completion</li><li>Follow up with internal teams when work remains outstanding</li><li>Maintain detailed records of customer interactions and completed work</li><li>Research previous work orders and project information</li><li>Assist with homeowner documentation and correspondence</li><li>Escalate complex or sensitive customer concerns</li><li>Identify recurring service issues and communicate trends to management</li><li>Provide a professional customer experience throughout the resolution process</li></ul>
2026-09-21T00:00:00Z

Customer Experience Specialist

St. Petersburg, Florida
onsite
Temporary to Hire
25 - 30 USD / Hourly
We are looking for a customer-focused detail-oriented individual to join a fully onsite team in Florida as a Customer Experience Specialist. This contract opportunity with potential for a permanent role is well suited for someone who can quickly build product knowledge, communicate with confidence, and take ownership of customer needs from initial contact through resolution. The role offers the chance to become a trusted contributor within a collaborative service environment while supporting both customers and internal business partners. Responsibilities: • Deliver responsive support to customers and internal stakeholders by handling inquiries with professionalism, accuracy, and care. • Manage incoming phone and email communications, clarify customer needs, and provide clear guidance on requests, orders, and service issues. • Process customer purchases, returns, and related documentation in accordance with company procedures and service expectations. • Prepare and complete return-related invoicing while ensuring records are accurate and up to date. • Serve as a support resource for the sales organization by assisting with customer follow-up and account coverage as needed. • Build a strong understanding of product offerings, current promotions, and common customer concerns to provide informed assistance. • Use approved response guidelines when addressing product questions and coordinate with technical support teams when more advanced troubleshooting is required. • Partner with colleagues to balance workloads, maintain service levels, and contribute to a culture of accountability and urgency.
2026-09-30T00:00:00Z

Customer Experience Specialist

Parsippany, New Jersey
remote
Temporary to Hire
25 - 49.5 USD / Hourly
We are looking for a Customer Experience Specialist who has extensive experience with HVAC to join a manufacturing organization in New Jersey in a contract-to-permanent capacity. This position focuses on strengthening customer support operations by turning technical knowledge into effective training, useful service resources, and consistent customer interactions. The person in this role will collaborate with service and call center leadership to improve response quality, support parts-related inquiries, and help deliver a reliable experience for customers and end users. Responsibilities:• Develop and maintain technical training content by gathering current product information and translating it into practical learning materials for internal teams and distribution partners.• Review recurring service concerns and call trends to create FAQ content and support tools that help improve resolution during the first customer interaction.• Oversee daily coordination of call center and parts support activities to promote timely service, accurate communication, and a strong customer experience.• Partner with leadership across customer support functions to enhance processes, raise service standards, and improve interactions involving technical support and parts inquiries.• Collect and organize feedback related to customer issues, product performance, and service challenges, then share insights with appropriate teams to support continuous improvement.• Create manuals, troubleshooting references, and instructional documentation that make technical topics easier for teams and partners to understand and apply.• Deliver training sessions for internal employees and external distributors to build product knowledge, service consistency, and confidence in issue resolution.• Support customers and teams with technical problem-solving related to product performance, connectivity concerns, and service-related questions.• Use email, browser-based tools, and customer service systems to document issues, communicate updates, and manage follow-up activities effectively.
2026-09-28T00:00:00Z

Customer Experience Specialist

Bradenton, Florida
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for a Customer Experience Specialist to support day-to-day order and customer account activities in Bradenton, Florida. This Long-term Contract position is ideal for someone who thrives in a busy, team-oriented setting and enjoys helping customers by providing timely, accurate information. In this role, you will partner with cross-functional teams to keep orders moving smoothly, address routine issues, and contribute to a positive overall customer experience. Responsibilities: • Manage customer orders from entry through completion, ensuring records remain accurate and up to date. • Examine incoming order details, identify routine issues, and take corrective action to prevent delays. • Respond to customer inquiries related to product details, pricing, stock levels, production timing, and shipping progress. • Create standard quotations and issue order confirmations to customers in a timely manner. • Handle adjustments to existing orders, including revisions, cancellations, returns, exchanges, and drop shipment requests. • Track open and backordered items, communicate expected shipment timelines, and share updates when delays occur. • Work closely with internal partners across sales, production, logistics, and accounting to align delivery needs and resolve order-related questions. • Provide shipment tracking support and assist with basic invoicing questions from customers. • Maintain organized customer and transaction data while escalating more complex service concerns when necessary.
2026-09-25T00:00:00Z

Customer Experience Specialist

Indianapolis, Indiana
onsite
Temporary / Contract
23.08 - 30.77 USD / Hourly
We are looking for a Customer Service Relations Specialist to support customer accounts from order intake through delivery while building strong, dependable client relationships. This Long-term Contract position is based in Indianapolis, Indiana, and is ideal for someone who can balance customer communication, order accuracy, and cross-functional coordination in a fast-paced manufacturing setting. The role works closely with sales, production, and shipping teams to help ensure customer needs are addressed promptly and deliveries stay on schedule. Responsibilities:• Manage a portfolio of customer accounts ranging from straightforward to highly complex, providing responsive day-to-day support.• Receive and enter customer orders from clients and account managers with a high level of accuracy and urgency.• Keep customers informed by addressing questions related to order progress, pricing requests, revisions, confirmations, and service concerns.• Process purchase orders, apply account adjustments or credits when needed, and maintain accurate customer records.• Partner with manufacturing and shipping teams to help meet delivery commitments and resolve order-related issues.• Use company systems and internal tools to track orders, update account information, and support operational workflows.• Investigate and respond to customer complaints or service challenges in a thorough and solution-focused manner.
2026-09-18T00:00:00Z

Customer Service Specialist

West Palm Beach, Florida
onsite
Permanent / Full Time
65000 - 85000 USD / Yearly
Robert Half Finance & Accounting is working with an industry leading manufacturing client with global operations seeking a Customer Service Specialist to add to their team. In this role, you will support order management and customer communications for a fast-paced distribution environment while working across various departments within the company. This role serves as a key point of contact for customers (both domestic & international), distributors, and internal teams by ensuring orders, product requests, and service issues are handled accurately and efficiently. The ideal candidate brings strong administrative and customer service experience, communicates clearly, and is comfortable coordinating with shipping and sales teams to deliver a high-quality customer experience. Responsibilities:• Manage incoming customer, distributor, and internet orders from receipt through completion while maintaining accuracy and timely follow-up.• Provide clear information to customers regarding product pricing, stock status, shipping timelines, and available discounts.• Handle requests for product literature, price books, instruction manuals, and related support materials.• Coordinate special parts orders and product sample requests for customers as well as the sales team.• Work closely with the shipping department to align order fulfillment, delivery details, and logistics needs.• Respond promptly to email inquiries from distributors and homeowners with accurate and attentive service.• Support the resolution of product returns, warranty matters, and shortage claims by gathering details and coordinating next steps.• Build and maintain positive customer relationships through responsive service and consistent communication.• Assist with additional administrative and service-related tasks as needed to support daily operations.
2026-09-22T00:00:00Z

Customer Service Specialist

Oakland, California
onsite
Temporary / Contract
26 - 29 USD / Hourly
Customer Service SpecialistBrief Job Description:The Customer Service Specialist provides support to customers by answering questions, resolving issues, processing requests, and delivering a positive service experience.Responsibilities:<ul><li>Respond to customer inquiries by phone, email, or chat</li><li>Resolve issues related to orders, billing, products, or services</li><li>Document customer interactions in CRM or ticketing systems</li><li>Escalate complex issues to appropriate departments</li><li>Process returns, refunds, or service requests as needed</li><li>Maintain service quality and meet response-time goals</li></ul>
2026-09-25T00:00:00Z

Customer Support Specialist

Shakopee, Minnesota
onsite
Temporary / Contract
19 - 21 USD / Hourly
Position OverviewWe are seeking a Customer Support Specialist to provide high-quality service and support to customers throughout their experience. This position serves as a key connection between customers and internal teams, ensuring requests are handled efficiently and professionally. The ideal candidate is personable, detail-oriented, and enjoys building positive relationships while delivering exceptional service. Responsibilities<ul><li>Serve as a primary point of contact for customer questions and service needs.</li><li>Build and maintain positive relationships through professional and friendly communication.</li><li>Coordinate customer requests and ensure timely follow-up on outstanding items.</li><li>Provide accurate information regarding products, services, policies, and procedures.</li><li>Assist with order entry, account updates, and customer record maintenance.</li><li>Monitor customer accounts and proactively address service-related concerns.</li><li>Partner with internal departments to ensure customer expectations are met.</li><li>Maintain detailed documentation of customer interactions and transactions.</li><li>Support customer satisfaction initiatives and contribute to a positive customer experience.</li><li>Assist with administrative projects and office support tasks as needed.</li></ul>
2026-09-25T00:00:00Z

Customer Support Specialist

Shakopee, Minnesota
onsite
Temporary / Contract
20 - 25 USD / Hourly
Position OverviewWe are seeking a professional and customer-focused Customer Service Representative to support daily customer interactions and provide exceptional service. The ideal candidate will possess strong communication skills, a positive attitude, and the ability to effectively manage inquiries while delivering a high-quality customer experience. Key Responsibilities<ul><li>Respond to customer inquiries via phone, email, and other communication channels</li><li>Provide accurate information regarding products, services, policies, and procedures</li><li>Resolve customer concerns in a professional and timely manner</li><li>Document customer interactions and maintain accurate records</li><li>Process orders, requests, and account updates as needed</li><li>Collaborate with internal departments to address customer needs and ensure timely follow-up</li><li>Monitor and manage multiple tasks while maintaining attention to detail</li><li>Maintain a high level of professionalism and customer satisfaction</li><li>Support additional administrative and customer service functions as assigned</li></ul>
2026-09-15T00:00:00Z

Customer Operations Specialist

Newton, Massachusetts
onsite
Permanent / Full Time
55000 - 65000 USD / Yearly
*CUSTOMER OPERATIONS - Our client is seeking a team-oriented individual to join their in-house customer service operations. The role includes responsibilities such as ensuring timely and cost-effective product delivery, managing shipping or delivery issues, and effective communication with impacted parties. Tasks will also include order processing, shipping logistics, customer support, inventory coordination, warehouse communication, data analysis, and cross-functional collaboration. The ideal candidate will be able to excel in a non-structured work environment-friendly approach. If this sounds like you, we should chat! - Bachelor's Degree in Business, Finance, or related discipline, required - Excellent written and verbal communication skills - Technical proficiency using Microsoft Office Suite
2026-09-02T00:00:00Z

Customer Account Specialist

Wallingford, Connecticut
onsite
Permanent / Full Time
58000 - 65000 USD / Yearly
Customer Account Specialist Are you detail-oriented, adaptable, and eager to contribute to a dynamic, global team? Join a leading global wholesaler of commodities in central CT with exciting growth opportunities in a Customer Account Specialist role. Position Overview:This role is pivotal to ensuring the accurate and timely fulfillment of customer orders by coordinating logistics, maintaining documentation, and nurturing strong customer relationships. You’ll collaborate with sales teams, logistics, and customers to deliver exceptional service and efficient order processing.Key Responsibilities:<ul><li>Coordinate with sales and product teams for order accuracy</li><li>Proactively communicate with salespeople and customers regarding order status and delivery concerns.</li><li>Partner with warehouses, carriers, and logistics teams to ensure on-time product delivery.</li><li>Maintain thorough electronic documentation for orders and shipments in ERP software</li><li>Build strong customer relationships</li></ul> Qualifications:<ul><li>Education/Experience: 2+ years of relevant experience.</li><li>Skills: Proficient with MS Suite; solution-driven mindset.</li><li>Personality Traits: Quick learner, adaptable, detail-oriented, organized, eager, and enthusiastic.</li></ul> Why Join Us?<ul><li>Work in a collaborative team environment with opportunities for growth.</li><li>Be a part of a global leader with an awesome culture and top notch benefits</li></ul> To be considered, Apply today or email your resume to Kelsey.Ryan@roberthalf(.com)
2026-09-02T00:00:00Z

Customer Account Specialist

Washougal, Washington
onsite
Temporary / Contract
30 - 32 USD / Hourly
We are looking for a customer-focused Customer Account Specialist to support order management and client communication for in the greater Vancouver area. In this role, you will serve as a key point of contact for customers while coordinating with cross-functional teams to keep orders moving efficiently from quote through delivery. The ideal candidate brings strong follow-through, clear communication, and the ability to manage changing priorities in a fast-paced service environment. Responsibilities:• Guide customer orders through the full fulfillment process, ensuring each stage is handled accurately and completed on schedule.• Prepare and update quotes, enter orders, maintain product setup details, and document customer interactions and status changes in company records.• Communicate proactively with assigned accounts to answer questions, resolve concerns, and provide meaningful updates on order progress.• Partner with teams across manufacturing, quality, purchasing, engineering, and finance to remove delays and support timely delivery commitments.• Build strong working knowledge of product lines and internal processes so you can provide customers with reliable information and recommendations.• Review order activity and demand patterns to help anticipate customer needs and support inventory, purchasing, or production planning.• Monitor open items, changing deadlines, and recovery dates while adjusting priorities to keep service levels high.• Identify recurring customer issues, market signals, and account trends, then share insights that may improve service quality or support business growth.• Contribute ideas and practical improvements that strengthen team efficiency, consistency, and overall customer experience.• Take on additional related tasks as needed to support account service and fulfillment operations.
2026-10-01T00:00:00Z

Customer Success Team Lead

New York, New York
onsite
Permanent / Full Time
66000 - 87000 USD / Yearly
We are looking for a Customer Success Team Lead to guide a frontline support team and help deliver an outstanding experience for customers in New York, New York. This position is suited for a hands-on leader who can coach team members, address complex service concerns, and keep daily operations running efficiently. The ideal candidate brings a strong customer focus, sound judgment, and the ability to foster a collaborative, high-accountability environment. Responsibilities:• Guide and support customer success representatives throughout daily operations, offering coaching that improves service quality and team performance.• Oversee incoming work queues and service activity to help the team meet response expectations and maintain consistent coverage.• Manage complex or escalated customer situations, working toward prompt and well-considered resolutions.• Evaluate customer interactions and written records to promote accuracy, compliance, and strong service standards.• Assist with training efforts for both new hires and current staff, reinforcing procedures and encouraging ongoing development.• Recognize recurring service challenges or workflow inefficiencies and share actionable observations with leadership.• Coordinate with internal partners to resolve issues, streamline support activities, and improve the customer experience.• Set a positive example through dependable leadership, professionalism, and a strong commitment to customer care. If this person is you, please apply today!
2026-09-29T00:00:00Z

Customer Satisfaction Representative

Gardena, California
onsite
Temporary to Hire
19 - 20 USD / Hourly
We are looking for a Customer Satisfaction Representative to join our industrial team in Gardena, California in a Contract to Permanent role. This position supports customers, manufacturer representatives, and dealer or distributor partners by delivering product guidance, service support, and responsive communication throughout the sales and order process. The ideal candidate is comfortable balancing inbound service needs with proactive outreach, while helping strengthen customer relationships and supporting sales growth. Responsibilities: • Provide product guidance and practical recommendations to customers and sales partners based on application needs and business objectives. • Communicate updates related to order timing, production status, shipping expectations, and service matters to ensure customers remain informed. • Monitor outstanding quotations and conduct follow-up outreach to help move opportunities toward confirmed purchase orders. • Assist with lead handling activities and contribute to prospecting efforts that support new customer development. • Make outbound calls to identify business opportunities, re-engage prospects, and expand revenue within assigned markets. • Coordinate return requests for the designated territory and help resolve related service concerns in a timely manner. • Address elevated service issues from representatives, customers, and internal team members, involving leadership when further support is needed. • Identify practical ideas that improve collaboration between the factory, representatives, and dealer or distributor network while helping reduce avoidable service-related costs. • Use standard business software and database tools to document activity, manage customer information, and support daily service operations.
2026-10-01T00:00:00Z

Customer Experience Representative

Long Beach, California
onsite
Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for a customer-focused, detail-oriented individual to join a manufacturing organization in Long Beach, California as a Customer Experience Representative. This contract-to-permanent opportunity is ideal for someone who thrives in a fast-paced service environment, enjoys resolving issues from start to finish, and can communicate clearly with customers, service technicians, and internal teams. The person in this role will support a high-volume contact center operation while helping deliver a consistent, solution-oriented customer experience. Responsibilities: • Handle a steady volume of inbound and outbound customer interactions, providing timely support and accurate information across phone and written channels. • Guide customers and internal partners through order, service, and product-related questions while working toward efficient and satisfactory resolutions. • Coordinate with in-home service technicians, retail personnel, and consumers to explain product concerns, troubleshooting steps, and repair-related guidance in a clear manner. • Process return-related requests, including Return Goods Authorization activities, with close attention to accuracy and policy compliance. • Document customer contacts, case updates, and follow-up actions thoroughly in Zendesk and other business systems. • Monitor open issues through completion, escalating complex situations when needed to maintain service quality and response standards. • Contribute to performance goals in a metrics-driven environment by balancing productivity, quality, and customer satisfaction outcomes. • Partner with team members and leadership to identify service trends, share feedback, and support continuous improvement within the customer experience function.
2026-09-30T00:00:00Z

Customer Experience Representative

Wyomissing, Pennsylvania
onsite
Temporary / Contract
21 - 22 USD / Hourly
We are looking for a Customer Experience Representative to support a busy service team in Wyomissing, PA. This Long-term Contract position is ideal for someone who enjoys helping customers, managing multiple priorities, and ensuring every interaction is handled with care. The person in this role will serve as a key point of contact for incoming inquiries while also providing administrative support and maintaining accurate records across internal systems. Responsibilities:• Respond to incoming customer calls and provide timely, solution-focused support for a wide range of questions and concerns.• Investigate service issues thoroughly and work with internal partners to determine appropriate next steps and resolutions.• Record call details, customer updates, and follow-up actions accurately within company databases and tracking tools.• Direct customers, vendors, and other incoming contacts to the correct teams to ensure efficient issue handling.• Support day-to-day administrative activities such as scanning files, uploading documents, and maintaining organized records.• Deliver a detail-oriented and positive experience across phone, email, and other communication channels.• Monitor repeated customer concerns and share patterns or service trends with leadership and team members.• Assist with inquiries related to customer accounts, billing matters, and general service requests as needed.
2026-09-30T00:00:00Z

Client Services Specialist

Reno, Nevada
onsite
Temporary to Hire
25 - 32 USD / Hourly
We are looking for a Client Services Specialist to join a financial services team in Reno, Nevada. This position blends client-facing administrative support with behind-the-scenes planning coordination, making it ideal for someone who is organized, thorough, and comfortable managing multiple priorities. The role will support advisors through account administration, meeting coordination, client communication, and financial planning preparation while helping deliver a strong client experience in a collaborative team setting. Responsibilities: • Coordinate client appointments, manage calendars, and prepare materials needed for advisor meetings. • Support the development of financial planning documents by organizing client information and assisting with retirement and planning projections. • Review and interpret client financial details to help advisors prepare informed planning recommendations. • Assist with account setup, maintenance activities, and onboarding tasks while ensuring required forms are completed accurately. • Process service requests such as asset transfers, distributions, and other account-related documentation in a timely manner. • Respond to client inquiries by phone and email, providing clear updates and addressing routine service needs. • Examine insurance, tax, and estate-related documents to help organize planning files for advisor review. • Conduct investment and portfolio-related research to support internal planning discussions and follow up on next steps after client meetings.
2026-09-24T00:00:00Z

Client Relationship Specialist

Chicago, Illinois
onsite
Permanent / Full Time
85000 - 90000 USD / Yearly
The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] You know what’s awesome? A high-paying job that respects your work-life balance. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. Job Description:We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities:<ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul>
2026-09-17T00:00:00Z

Customer Service Representative

Newport, Kentucky
onsite
Permanent / Full Time
55000 - 60000 USD / Yearly
We are looking for a Customer Service Representative to support a fast-paced manufacturing operation in Kentucky on a permanent hire. This permanent opening is a key point of contact for customers, helping ensure orders, delivery requests, and service needs are handled with accuracy and professionalism. The ideal candidate is organized, responsive, and comfortable coordinating with internal teams to deliver a positive customer experience while maintaining detailed records and performance data. Responsibilities:• Enter customer orders accurately and promptly while coordinating relevant details with internal teams and external contacts.• Serve as the primary contact for incoming calls and address customer questions, concerns, and service issues with professionalism and urgency.• Partner with the sales team to share account activity, buying trends, and other insights that support stronger customer relationships.• Review customer needs on an ongoing basis to confirm expectations, identify service opportunities, and improve overall satisfaction.• Compile recurring reports and performance data, including tracking information related to sales initiatives and customer activity.• Communicate regularly with management regarding account updates, service issues, and progress on key tasks.• Coordinate with scheduling, shipping, and other departments to support delivery timelines, order fulfillment, and customer requirements.• Maintain quote logs, sales records, and customer account documentation, making timely updates and corrections when needed.• Monitor open and delayed orders, follow up to resolve issues quickly, and help ensure customers receive accurate status updates.• Follow workplace safety guidelines consistently and contribute suggestions that support a safer work environment.
2026-09-25T00:00:00Z

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