Client Care Specialist

Overview

GR8 Global is a firm forged by an affinity of top 100 accounting firms in the United States with the objective of coming together and redefining the workplace while providing additional value to our partners. We believe that there is a huge pool of talent outside of the US. Our mission is to bring together the best talent and match them with excellent work opportunities based on their core competencies, skill sets, and overall experience and exposure in the different areas of audit, accounting, and similar financial-related areas. We prioritize creating a positive and inclusive workplace culture where all talents are valued and developed.

 

The Client Care Specialist performs duties at the professional level to ensure effective and efficient day-to-day operations and delivery of quality sales and services related to the Technology Solutions department and to other team members and service providers.

Responsibilities

• Assists with gathering and updating critical client, project, sales, and other business information in the firm's primary business systems (CRM, Resource Management, PM, etc)• Assists with scheduling meetings, events, training, and related coordination activities.• Assists with calculation and creation of quotes for software subscriptions and maintenance renewals.• Follow up regularly to ensure client satisfaction. Assist with new client communications, organization, and coordination of next steps.• Assists with preparation and delivery of quotes and proposals for engagements and completes necessary documentation timely, as directed by the Client Care Manager.• Provides coordination and communication to the team for various software and data analytic projects.• Assist team members in billing and collections.• Supports processes for client care, software renewals, and sales of additional services or products for Technology Solutions department, as directed by the Client Care Manager.• Responsible for assisting with project coordination and billing.• Forwards issues to consultants when needed. • Coordinate live online and in person training events including communication to the clients, staff, scheduling, organizing event data, gathering and updating documentation, and post event communication as needed.• Performs other duties as assigned.• Onboarding, coordinating, and assisting new team members with basic details of our department.• Work on ad hoc projects as assigned by the Client Care Manager.

Qualifications

• 2+ years of related experience• Familiarity with CRM systems

• Advanced proficiency in Microsoft Office Suite (Teams, Word, Excel, PowerPoint, Outlook, OneDrive, Planner).• Exhibits strong interpersonal skills in order to work collaboratively and provide positive support to internal team members and clients. • Ability to negotiate and close sales.• Ability to work successfully both independently and with a team.• Ability to produce documents with attention to detail and accuracy.• Ability to direct, positively motivate a team to achieve tasks. • Ability to prioritize deliverables in order to meet multiple deadlines.• Exceptional service mindset.

 

 

WFH TECHNICAL REQUIREMENTS:

• Minimum Internet Speed: 50-100 Mbps
• Dedicated Home Office Area: Private, quiet workspace
• Business Continuity Plan: Power and Internet Backup is a MUST