Client Success Associate
PerkSpot is a company dedicated to empowering employees to make smarter spending decisions. The Client Success Associate will manage inbound inquiries and resolve issues for SMB and mid-market clients while conducting outreach to drive engagement.
Responsibilities
- Manage and resolve client issues by responding to inbound emails and phone calls from our 850+ PerkSpot clients
- Prioritize multiple incoming tickets based on urgency and business impact
- Escalate complex client issues appropriately by providing an initial assessment and recommended approach
- Report on key performance metrics, including First Response Time and Time to Resolution
- Drive new user growth by coordinating program re-launches, promoting census file uploads, and ensuring client compliance
- Conduct strategic outreach to high‑potential accounts to support engagement and growth opportunities
- Develop processes and best practices to enhance operational efficiency
- Manage incoming offer leads from clients seeking local partnerships
Skills
- 1-2 years of experience in a client service role
- Experience managing and addressing several open service inquiries at once
- Knowledge in Salesforce, MS Excel, or any other tech software a plus
- Professional and empathetic but confident communication style
- Strong critical thinking and problem-solving skills
- Ability to collaborate effectively and work well within a team
Benefits
- Comprehensive medical, dental, and vision insurance effective on your first day of employment!
- Our generous PTO policy allows employees to take 20 vacation days and 10 sick days per year.
- We also recognize 10 paid holidays per year!
- Fully-paid parental leave and 100% employer-funded short-term & long-term disability insurance!
- 401(k) with company match, company equity, and free financial consulting from Mariner Financial!
- On-site gym access, bring your pet to work, and company-sponsored annual summer outing!
- Access to our exclusive discounts on the PerkSpot platform!
Company Overview