Client Services Specialist
Role details
Job location
Tech stack
Job description
- Serve as the primary point of contact for existing customers regarding contract renewals, account updates, and ongoing service needs
- Manage and process customer renewals accurately and on time, ensuring a seamless and positive customer experience
- Proactively reach out to customers ahead of renewal dates to confirm terms, address questions, and prevent lapses
- Update, maintain, and track customer records, renewal activities, and communications within Salesforce
- Respond to inbound customer inquiries via phone and email, resolving issues efficiently and professionally
- Collaborate with sales, account management, and billing teams to ensure accurate pricing, contracts, and documentation
- Identify opportunities to improve customer retention and flag upsell or cross-sell opportunities when appropriate
- Ensure compliance with company policies, pricing guidelines, and renewal procedures
- Meet or exceed individual and team performance metrics related to renewals, response times, and customer satisfaction
Requirements
- Previous customer service, account management, or renewals experience preferred
- Hands-on experience using Salesforce to manage customer data, activities, and workflows
- Strong communication skills with the ability to explain renewal terms clearly and confidently
- Detail-oriented with strong organizational and follow-up skills
- Ability to manage multiple renewals and customer requests simultaneously in a fast-paced environment
- Comfortable working cross-functionally with sales, billing, and internal support teams
- Proficient with Microsoft Office or Google Workspace
- High school diploma or equivalent required; associate's or bachelor's degree a plus
Benefits & conditions
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
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