Client Success Representative

Broadridge

. Act as the primary point of contact for assigned clients and resolve inquiries and concerns by phone, email, and video calls .

Posted 10/7/2026full-timeRemote • United StatesJuniorMid-Level💰 $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client onboarding and relationship management, ensuring high customer satisfaction and retention through effective communication and training. Proficient in utilizing software solutions and tools to enhance client engagement and drive product value.

Highest-signal resume keywords

Client Onboarding ManagementCustomer Service ExperienceExceptional Communication SkillsSalesforce FamiliarityChurn Reduction Strategies

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer ServiceClient Engagement MetricsProduct KnowledgeTraining DevelopmentMulti-tasking

Soft Skills

Attention to DetailAdaptabilityRelationship BuildingTeam CollaborationProblem Solving

Tools & Technologies

SalesforceMicrosoft SuiteOutlookJIRAConfluenceChurnZero

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

SaaS EnvironmentCustomer RetentionClient SuccessCustomer FeedbackProduct Improvement

About the role

Key responsibilities & impact

Act as the primary point of contact for assigned clients and resolve inquiries and concerns by phone, email, and video calls
Manage new-client onboarding from start to finish and provide additional training as needed
Collaborate with the Client Success team to reduce company churn
Identify opportunities to demonstrate value, track client engagement metrics, and provide recommendations
Maintain high customer satisfaction through exceptional service and quality onboarding and training
Identify and implement strategies with customers to achieve goals and maximize product value
Gather and communicate customer feedback to internal teams to drive product improvement and customer satisfaction
Build and maintain strong client relationships
Develop expert knowledge of the platform and products
Deliver a superior client experience throughout onboarding
Achieve and exceed customer retention and upsell targets

Requirements

What you’ll need

Bachelor’s degree or equivalent experience preferred
Minimum of 2-3 years of Customer Service experience, in a SaaS environment preferred
Exceptional written and verbal communication skills
Excellent attention to detail and quality of work
Multi-tasking skills and ability to prioritize work and respond to clients within reasonable time frames
Ability to adapt, embrace ongoing change, and learn continuously
Ability to create positive and professional business relationships with clients
Ability to learn software solutions quickly
Ability to work cooperatively and effectively with team members, clients, and stakeholders
Preferred familiarity with Salesforce, Microsoft Suite, Outlook, JIRA, Confluence, and ChurnZero

Benefits

Comp & perks

Bonus eligible
Comprehensive benefit offerings
Paid sick leave for Colorado employees, where applicable
Other legally required benefits, as applicable