Client Support Specialist at Togetherwork

FraternalFull-timeOmegaFiPosted 15 days ago

About the Role

<h3 data-start="191" data-end="228">Client Support Specialist</h3> Location: Columbus, GA (Hybrid) Compensation: Competitive base + benefits  We are looking for a Client Support Specialist to support the team by effectively and efficiently managing all customer communication related to accounts receivable, accounts payable, recruitment and membership management activities. This position is expected to take initiative in training and advising customer software users to enhance service, financial operations, and Greek organizational performance. Each Client Support Specialist collectively manages the company’s main customer service inbox and is responsible for the prioritization and completion of time sensitive tasks and reduction of response rate times for overall customer satisfaction.  What you'll do: Internal Communication  <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Initiate communication and follow up on customer tasks to the Accounting team relating to: Customer refunds, Member account adjustments , Customer financial products such as purchasing cards, swipe devices, or local check printers, New or closing customer accounts, Funds transfer requests or bank info updates , or Financial report updates/troubleshooting </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Communicate with the Customer Success team regarding any Greek customer accounts that need high priority attention. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">Document in detail, all correspondence relating to chapter management. </li> </ul> External Communication  <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Receive and manage customer communication on all inquiries related to: Customer merchandise ordered and sold on the customer billing platform, Collection fee changes/updates , New member management , Billing cycle setup/updates , Officer/user transition and access management </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Review chapter billing practices and chapter budgetary needs to make recommendations to enhance financial operations and to comply with FDCPA guidelines. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">Review and make recommendations about chapter roster updates including member status discrepancies and adding new members. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1">Proactively review assigned customers and make recommendations about how Billing and Collections, Payables and other OmegaFi products and services may be able to enhance those operations. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1">Proactively maintain a thorough knowledge of each assigned national organizations’ details and reporting requirements </li> </ul> Customer Service  <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Develop and maintain relationships with Chapter Administrators, which may include undergraduate leaders, chapter/financial advisors and international headquarter leadership </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Assist clients with questions, problem solving and system or reporting issues </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">Field incoming member, parent and administrator calls in accordance with OmegaFi's customer service philosophy </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1">Respond in a timely manner to all voicemails and client communications </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1">Cultivate, maintain and enhance the company's relationship with assigned clients </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1">Interpret and forward employee and client requests, concerns and ideas regarding system enhancements to the appropriate people internally to research and discuss </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="7" data-aria-level="1">Work flexible hours, including evenings and weekends. </li> </ul> Training  <ul> <li data-leveltext="" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Facilitate system training and implementation programs to undergraduate and alumni officers. </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Educate new officers about your supporting role in the partnership, explain your responsibilities, provide overview of the services their chapter utilizes, and other services available </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">Assist with sit-ins during new employee training </li> </ul> What you'll bring:  <ul> <li> <ul> <li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">High school diploma </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Customer service experience </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">Excellent organizational skills and the ability to multi-task </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1">Ability to analyze and interpret data </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1">Analytical and problem-solving skills </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1">A self-starter with the ability to work with people in a team capacity and independently </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="7" data-aria-level="1">A high degree of attention to detail </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="8" data-aria-level="1">Proficient with Windows, Microsoft Office and Adobe Acrobat applications </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="9" data-aria-level="1">Excellent written and oral communication skills </li> </ul> </li> </ul> <h3 data-start="122" data-end="139">Why This Role</h3>   <ul> <li data-start="175" data-end="278">   <ul> <li data-start="19" data-end="120"> Play a key role in supporting the financial health and operational success of Greek organizations </li> <li data-start="121" data-end="233"> Serve as a trusted resource and relationship partner to chapter leaders, advisors, and national headquarters </li> <li data-start="234" data-end="350"> Gain hands-on experience in accounts receivable, accounts payable, billing, collections, and financial reporting </li> <li data-start="351" data-end="460"> Take ownership of time-sensitive communication and drive measurable improvements in customer satisfaction </li> </ul> </li> </ul>   The Company offers a comprehensive employee benefits program, including: <ul> <li> <ul> <li>Medical, dental, and vision insurance options</li> <li>100% Employer paid short/long term disability</li> <li>100% employer-paid Basic Life and AD&D insurance</li> <li>401(k) retirement plan with a 100% company match up to 4%</li> <li>Flexible paid personal/vacation time built on mutual trust and accountability</li> <li>10 sick days annually</li> <li>10 company paid holidays</li> <li>12 weeks paid parental leave</li> </ul> </li> </ul>   Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws. <div id="description-e639ccbc-f5c8-4282-ae32-afd02f5315cc" class="Body-module__sectionContent_AaTJy" data-test-id="MyJobPosts-body-description"> <div class="ql-editor ql-snow ql-container ql-editor-display Body-module__rteText_2k5Bo"> Togetherwork provides integrated software and financial solutions to a wide range of communities and organizations including associations, camps, unions, fraternities & sororities, gyms, dance studios, religious congregations, pet services, and more. Our mission-critical tools help our customers manage and grow their communities, and enhance the depth and breadth of their member engagement. Our team is united in its desire to help our clients better serve and empower their communities. Interview Process & Expectations Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews. To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual’s judgment, problem-solving approach, and communication. Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including but not limited to OPT, STEM OPT, H-1B, or any other visa classification. </div> </div>  <div class="content-conclusion">CCPA Disclosure Notice: <a href="https://www.togetherwork.com/privacy-policy/">Click Here</a></div>

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About the Role

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