Client Services Representative

Recruit WA

. Onboard new clients . Communicate expectations, processes, and procedures regarding products . Coordinate with clients and accounting to ensure seamless billing transactions . Act as the first point of contact for the

Posted 10/9/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client relations capabilities by effectively onboarding new clients, managing contracts, and ensuring customer satisfaction through proactive communication and support. Proficient in Salesforce and Excel, with a focus on maintaining organized records and producing reports.

Highest-signal resume keywords

Client Relations ManagementSalesforce ExperienceReport PreparationStrong Excel SkillsExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Report PreparationContract ManagementTroubleshootingPayment ProcessingData Management

Soft Skills

Time ManagementOrganizational SkillsEmpathyTeam CollaborationCustomer Service

Tools & Technologies

SalesforceMS Suite

Industry Keywords

Client OnboardingCustomer SatisfactionBilling TransactionsSales SupportClient Communication

About the role

Key responsibilities & impact

Onboard new clients
Communicate expectations, processes, and procedures regarding products
Coordinate with clients and accounting to ensure seamless billing transactions
Act as the first point of contact for the sales team and clients seeking product help
Provide troubleshooting and technical assistance to clients
Anticipate client needs, communicate next steps, and provide solutions
Ensure clients successfully engage with products and realize the full potential of their investment
Own the Client Relations Experience through proactive client touch points and handling concerns and inquiries
Liaise between the Sales team and clients, ensuring support on both sides
Maintain clients and collect, manage, and execute contracts for new and existing clients
Collect and process payments for new and existing contracts
Update day-to-day activity in Salesforce
Maintain, produce, and distribute internal reports as requested and scheduled
Maintain a positive, empathetic, and professional attitude toward customers
Respond promptly to customer inquiries
Acknowledge and resolve client complaints
Keep records of client interactions, transactions, comments, and complaints
Provide feedback on customer service process efficiency
Ensure customer satisfaction and provide professional customer support
Actively manage features and dependencies in and across products

Requirements

What you’ll need

Ability to prepare reports
Strong Excel skills
High School Diploma or general education degree, or four or more years related experience or training
Excellent verbal and written communication skills
Good time management and organizational skills
Ability to work in a team environment
Outstanding sales skills
Proficient in MS Suite
Experience using and managing Salesforce
Must live in California

Benefits

Comp & perks

Three Weeks Paid Time Off
Twelve Weeks of Guaranteed Paid Parental Leave
Insurance - Medical, Dental, Vision, etc.
401(k) Retirement Savings Plan
Wellness Initiatives/Employee Assistance Program
Rewards and Recognition
Career Development Opportunities
5% annual bonus