Client Success Specialist

📋 Description

• Manage high-volume customer and vendor lead quality disputes within the Refund Operations queue
• Identify recurring lead quality trends, product gaps, and process bottlenecks during daily ticket
• Maximize daily throughput and ticket response quality by effectively leveraging modern operational
• Partner with Account Management to understand vendor context and balance vendor satisfaction with
• Collaborate with Quality Assurance during refund reviews to ensure strict alignment with lead
• Work directly with Advisor and Advisor Manager teams to provide operational feedback, resolve

🎯 Requirements

• 2-4 years of experience in customer support, operations, or financial logistics, with hands-on
• Proficiency with ticketing platforms and CRM infrastructure (Freshdesk, Zendesk, Salesforce, Jira)
• Proven track record of high-accuracy data entry, zero-discrepancy verification, and detail-oriented
• Strong problem-solving skills to systematically troubleshoot case discrepancies and workflow issues
• Clear written and verbal communication skills to effectively collaborate with internal partners