A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
Client Support Specialist at Vandis Client Support Specialist at Vandis in Glen Oaks, New York Posted in 2 days ago.
Type:
full-time
Job Description:
Start your career with a company that's been a trusted leader in IT solutions for decades. Vandis is seeking motivated individuals who learn quickly, think critically, and can balance big?picture awareness with attention to detail. You're proactive, driven, and looking to grow within an organization that values initiative and professional development. The Client Support Specialist (CSS) is an entry?level role designed to give you a strong foundation in our business. You'll gain hands?on experience supporting our clients, account managers, and partners while learning how our operations function end?to?end. The CSS plays a key role in ensuring smooth pre?sales and post?sales processes. You'll work closely with internal and external stakeholders to manage customer information, track opportunities, and support the overall success of each account. Your work helps account managers maintain and grow their business while ensuring clients receive timely, accurate renewals support. Responsibilities Track and manage opportunities from initial creation through procurement in a timely and organized manner Build and maintain professional relationships with clients, manufacturers, and distributors Develop an understanding of the sales cycle, quoting process, pricing strategy, and renewals business Collaborate with internal departments to support account and client needs Use HubSpot CRM to input data, track opportunities, and generate reports Coordinate internal and external meetings to advance opportunities Submit and monitor deal registrations Partner with internal and external teams to build, price, and deliver accurate quotes Communicate relevant product updates, partnership changes, and promotions to internal teams and clients Candidate Qualifications Up to 2 years of experience in a similar role Bachelor's degree in Business Administration or a related field Strong attention to detail and organizational skills Effective communication skills with the ability to build professional relationships across teams and with clients Experience with pricing, quoting, or customer service a plus Proficiency in HubSpot, Microsoft 365, and Point A quarterly bonus is available-hard work and strong performance are recognized and rewarded.
