Client Support Specialist II

Summary

Join our team as a Client Support Specialist II and become a frontline hero in resolving customer issues. You will be responsible for addressing client inquiries, documenting interactions, and resolving issues using established methods. You will collaborate with internal departments, develop support strategies, and mentor colleagues. This role requires strong communication, problem-solving, and organizational skills. MeridianLink offers a supportive culture with opportunities for professional growth and a focus on work-life balance. Competitive salary and benefits are included.

Requirements

• Effectively resolve customer inquiries and issues in a professional and courteous manner
• Strong verbal and written communication skills to interact clearly and effectively with clients and internal teams
• Capability to analyze problems, identify root causes, and implement effective solutions
• Comfortable using relevant software and systems to handle client interactions and document case details accurately
• Ability to work collaboratively with internal departments to resolve client issues and achieve positive outcomes
• Strong organizational skills to manage multiple tasks efficiently and prioritize workload effectively

Responsibilities

• Collaborate effectively with internal departments to resolve issues and ensure client satisfaction
• Use sound judgment and decision-making authority to resolve customer inquiries and issues promptly
• Assist in developing support delivery strategies, escalation procedures, and training programs while mentoring Client Support Specialist I colleagues
• Provide comprehensive information about products and services, address client questions, and resolve issues to enhance customer experience
• Execute tasks supporting the implementation of procedures to streamline operations and improve service delivery
• Ensure inquiries are followed up promptly and resolved effectively to meet customer expectations
• Step in for supervisors during staff or customer meetings as needed to maintain continuity and leadership

Preferred Qualifications

Prior education or career experience preferably in SaaS, FinTech or Financial services

Benefits

• Insurance coverage (medical, dental, vision, life, and disability)
• Robust paid time off
• Paid holidays
• 401(k) plan with company match
• Remote work