Client Support Representative
Orion
Posted: 10/21/2026
Patient Services Representative – Radiology Support Services
Carle Health
Posted: 9/29/2026
Support & Solutions Representative
Kaplan Test Prep
Posted: 9/24/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client support capabilities through effective communication, problem-solving, and organizational skills while maintaining high standards of documentation and adherence to performance metrics. Proficient in navigating technology and providing training to clients, ensuring a seamless experience across various support channels.
Highest-signal resume keywords
Customer Service ExperienceSalesforce DocumentationProblem-Solving SkillsCommunication SkillsTechnology Support
About the role
Key responsibilities & impact- Serve as a frontline point of contact for client inquiries across phone, chat, and case channels
- Provide training, guidance, and best practices to help clients navigate workflows and platform topics
- Troubleshoot entry-level workflows, platform navigation issues, feature questions, and data-related inquiries
- Maintain schedule adherence and support queue coverage across required channels
- Own assigned Priority 1 (P1) and aged cases through completion
- Provide timely updates and accurate Salesforce documentation
- Strive for first-contact resolution while minimizing unnecessary transfers
- Maintain clean, complete case documentation meeting internal quality and audit standards
- Stay current on platform updates, release notes, required certifications, and internal learning content
- Identify opportunities to simplify client workflows or improve documentation and escalate through proper channels
- Collaborate with peers, Service Leads, Technical Leads, and Managers to support coordinated client outcomes
- Build foundational proficiency in Orion or Redtail while progressing through certifications and learning pathways
- Maintain performance across NPS, adherence, acceptance rate, quality, and documentation accuracy metrics
- Escalate suspected product issues after basic troubleshooting and documentation
- Identify client trends or documentation gaps to contribute to team improvement
- Deliver accurate, timely, and professional support across chat, phone, and case channels
Requirements
What you’ll need- Minimum of a high school diploma
- Bachelor’s degree preferred
- Less than one year of experience
- Prior customer service or technology support experience preferred
- Strong verbal and written communication skills in client interactions
- Ability to manage multiple tasks in a fast-paced environment with attention to detail
- Ability to navigate and explain technology
- Strong problem-solving, organizational, and time management skills
- Ability to own and manage relationships with stakeholders directly and work effectively with people at all levels in an organization
- Candidates should be located within a commutable distance to an office
- Three (3) or more days each week required on-site at one of the listed office locations
- Ability to maintain a professional presence in all interactions
- Required certifications and learning pathways must be completed as applicable
Benefits
Comp & perks- Health, dental, vision, and disability coverage on day one
- 401(k) plan with employer match
- Paid parental leave
- Pet benefits including pawternity leave and pet insurance
- Student loan repayment
- Competitive benefits package
- Hybrid work arrangement
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Case DocumentationWorkflow NavigationTroubleshootingPerformance MetricsClient Interaction
Soft Skills
Attention to DetailOrganizational SkillsTime ManagementRelationship ManagementProfessional Presence
Tools & Technologies
OrionRedtail
Certifications & Qualifications
Required CertificationsLearning Pathways
Industry Keywords
Client InquiriesFirst-Contact ResolutionQueue CoverageNPSAudit Standards