Client Success Lead
EIDLexitDallas, TX, US5 days ago
Job type
- Full-time
- Quick Apply
Job descriptionWe are seeking a dynamic and highly organized professional to join our team as a Client Success Lead. This individual will excel in a fast-paced environment, demonstrating exceptional self-starting abilities and a go-getter attitude. The ideal candidate will efficiently manage a high volume of client files from onboarding to completion, adeptly juggling multiple projects, priorities, and clients. With minimal supervision, you will deliver results through proactive problem-solving, meticulous attention to detail, and a strong commitment to achieving goals. Client Communication : Serve as the primary point of contact for clients following sign-up, providing onboarding, timely updates, and addressing inquiries via email and phone. Problem-Solving : Address and resolve unique client needs and issues with professionalism, ensuring all client complaints are handled effectively. Information Management : Request, follow up on, and organize client information and documents. Process Improvement : Contribute to optimizing our processes to boost efficiency and service quality. Document Management : Supervise the creation of templated documents to ensure accuracy and timely delivery. Skills and Qualifications : Education : High school diploma or equivalent; an associate or bachelor’s degree is a plus. Experience : Proven experience in client case / file management or a similar role. Ability to multitask, prioritize, and manage a high volume of work efficiently and effectively. Customer Service : Exceptional skills in handling customer interactions with a friendly and professional approach. Technical Skills : Proficiency in Microsoft Office Suite and experience with database management software. Strong ability to handle data with accuracy and care. Communication : Excellent written and verbal communication skills. Adaptability : Willingness to adapt to evolving processes and work independently as well as part of a team. Benefits : Competitive salary Opportunities for professional growth and development Supportive, collaborative remote work environment Flexible working hours Work-from-home setup with provided technology Work Hours : This is a fully remote position. Ready to make an impact? Send your resume and a cover letter highlighting your qualifications to [email address] with the subject line "Client Success Lead Application - [Your Name]." Powered by JazzHR
About Us :
- At EIDLexit, we are dedicated to assisting small businesses with dissolving their companies and resolving defaulted Economic Injury Disaster Loans (EIDLs) and SBA 7a loans.
- As a rapidly scaling company, we take pride in our innovative solutions and exceptional client support.
Join our team and be part of a mission that is truly making an impact while building your career in a high-growth environment! Role Overview :
If you thrive in an organized, results-driven setting and possess a natural ability to balance competing demands, we invite you to bring your expertise to our team. Key Responsibilities :
Familiarity with business documents like tax returns and financial statements is a plus. Organizational Skills :
Familiarity with HubSpot and AI desired. Attention to Detail :
Standard working hours are 8 am – 5 pm CST US, Monday through Friday, with some flexibility. How to Apply :
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Client Lead • Dallas, TX, US
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