Client Success Specialist (iSolved)

About the job

JOB SUMMARY

The Client Success Specialist is responsible for delivering exceptional service and support to clients by ensuring their ongoing satisfaction and success with our services. This entry-level role serves as a key point of contact for client inquiries, support needs, and general service questions.

JOB DUTIES

• Serve as the first point of contact for assigned clients, responding promptly to questions via phone, zoom, or support ticket system.
• Help clients navigate and utilize the iSolved platform effectively within the Payroll and TLM modules.
• Track and manage open support tickets and ensure timely resolution by collaborating with internal teams or escalating issues when necessary.
• Educate clients on best practices, tools, and resources available to help them succeed.
• Maintain accurate records of client interactions, requests, and solutions using internal CRM or support systems.
• Monitor client satisfaction and proactively address any concerns or service gaps.
• Participate in training sessions to build expertise in the iSolved platform and implementation methodology

REQUIRED EXPERIENCE / QUALIFICATIONS

• 1+ year of experience in a client service, customer support, or administrative role.
• Strong communication and interpersonal skills, with a customer-first mindset.
• Ability to manage multiple tasks with attention to detail and follow-through.
• Problem-solving attitude with a willingness to learn and grow within the role.
• Team-oriented with a proactive and positive attitude.
• Comfortable working independently and collaborating cross-functionally.
• Ability to manage multiple priorities with attention to detail and urgency.
• Hands-on experience using the iSolved platform

PREFERRED EXPERIENCE / QUALIFICATIONS

• High school diploma or equivalent required; associate or bachelor’s degree in business, communications, or a related field preferred.

TECHNICAL SKILLS

• MS Office/Windows
• iSolved experience
• Zoom Phones and Meetings