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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client accounts and administrative support within Salesforce and other CRM systems, ensuring accuracy and compliance in high-volume environments. Strong organizational skills and attention to detail are essential for maintaining client records and facilitating effective communication across teams.
Highest-signal resume keywords
Salesforce ExperienceClient Services ManagementBilling ProcessesOrganizational SkillsCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account AdministrationClient SupportData EntryBilling AdjustmentsService AmendmentsFinancial AdministrationCase ManagementRecord KeepingProblem InvestigationProcess Compliance
Soft Skills
Attention to DetailTime ManagementProactive MindsetClient-Centric ApproachCollaboration
Tools & Technologies
SalesforceMicrosoft ExcelMicrosoft OutlookMicrosoft TeamsCRM Systems
Industry Keywords
HealthcareEmployee BenefitsEAP ServicesGlobal OrganisationCustomer Success
About the role
Key responsibilities & impact- Manage and prioritise a high-volume case queue in Salesforce
- Ensure client requests are actioned accurately, efficiently and within expected timeframes
- Provide administrative and operational support to Customer Success Managers
- Respond to client enquiries and coordinate account-related activities
- Process client account updates, including service amendments, pricing adjustments, billing changes and account information updates
- Investigate billing discrepancies and collaborate with internal teams to support timely and accurate resolutions
- Maintain accurate client records across Salesforce and other internal platforms
- Build collaborative relationships across Customer Success, Billing, Finance and other business functions
- Maintain comprehensive case notes, documentation and records
- Ensure compliance with established processes and procedures
- Contribute to special projects, system enhancements and continuous improvement initiatives
Requirements
What you’ll need- A minimum of 2 years’ experience in client services, account administration, customer support or a similar operational role
- Experience using Salesforce or comparable CRM systems
- Confidence navigating multiple platforms and managing client information
- Exceptional attention to detail and commitment to maintaining accurate records and delivering high-quality work
- Strong organisational and time-management skills
- Ability to balance a high-volume workload and competing priorities
- Excellent written and verbal communication skills
- Professional, client-centric approach
- Proactive and solutions-focused mindset
- Ability to investigate issues, take ownership and follow through to resolution
- Confidence working independently and collaboratively within a fast-paced, remote-first environment
- Proficiency in Microsoft Office applications, including Excel, Outlook and Teams
- Experience with billing processes, financial administration or supporting Customer Success teams highly regarded
- Previous experience within healthcare, employee benefits, EAP services or a global organisation advantageous
Benefits
Comp & perks- Competitive salary package and annual performance bonus
- 2 dedicated Wellbeing Days annually
- Volunteer Days to give back through charitable partnerships
- Comprehensive insurance coverage including Total Disability and Death Cover
- Employee Assistance Program (EAP)
- Access to leading health & wellbeing platforms
- Flexible work arrangements – work remotely, in-office, or a blend that suits your lifestyle
- Award-winning Amazing People Performance Development program
- Career mobility across local and global locations and businesses
- LinkedIn Learning account with unlimited access to thousands of professional courses
- Six employee-led Diversity & Inclusiveness resource groups
- Values-driven, collaborative, and inclusive team culture