Client Service Representative II

Job DetailsJob Description: Client Support Specialist     Making your next move count  At Openforce, you will find a career experience that will challenge you, satisfy you, and make you proud to work for this Software as a Service (SaaS) and services company. Teamwork and transparent communication are the hallmark of this company. The focus is on high- performance, high customer service and delivery standards. Openforce is a well-established company with an excellent reputation in our industry and with a ‘start-up’ feel. Openforce delivers the leading integrated cloud software suite for the independent contracting community, including recruiting, onboarding, settlement pay, compliance, insurance, and retention.    Position Summary  The Client Support Specialist is the driving force behind building and fostering client relationships. Client Support Specialists are the point of contact and responsible for supporting their assigned clients. Duties include client support on Independent Contractor (IC) enrollment questions, account maintenance requests and document approval. The Client Support Specialist works closely with clients to proactively identify their needs, assist them with account maintenance requests to include workflow reviews and provides guidance as well as light training on system functionality, supporting the overall goal of promoting client growth and increasing client satisfaction.      Responsibilities  Addresses client support requests as they pertain to their portal setup and IC enrollments while ensuring timely resolutions that are in line with Service Level Agreements (SLAs) and with attention to quality  Submit and monitor Technical Support tickets, ensuring clear communication, timely updates, and successful issue resolution for clients.  Assists clients with location updates to ensure proper workflow logic, maintains client users, support clients with enrollment invites and IC termination requests  Approves documents in compliance with client specification; denies and informs ICs on non-compliant documents.  Demonstrates a strong ability to communicate with clients, including strong executive presence, de-escalation, and relationship management  Primary point of contact on insurance opt-out requests received from clients  Collaborates with the Accounting Team as well as the Settlement Team to ensure overall satisfaction for our clients Proactively provide feedback to management regarding process improvements and knowledge base content gaps  Becomes a trusted advisor to clients. Provides guidance on current service as well as product offerings  Walks clients through troubleshooting and ensures clients maximize system functionality  Consults clients on their ICM portal as well as workflow setups. Partners with the Professional Services Group (PSG) as needed for workflow and client portal setup questions  Maintains client record data and ensures that the client profile is always current  Assists client in maintaining accurate list of active and inactive contractors  When needed reaches out to contractors to resolve an issue from being escalated  Contributes to organizational goals by meeting metrics  Maintains subcontractor records in the client portal and ensures proper association with the respective master contractors QualificationsSkills and Knowledge    Effective communication and interpersonal skills; capable of maintaining strong relationships  Strong organizational and multiple priorities balance skills  Excellent analytical and problem-solving abilities  Documentation management and ability to use project management tools  Attention to detail even under pressure  Time management skills with the ability to meet deadlines  Must have initiative    Experience and Education  High School Diploma and three years of experience in a related field or Associate’s degree in business or related field of study  Exceptional verbal, written, and presentation skills  Comfortable using collaboration and CRM tools such as Teams, Atlassian, Salesforce, Monday.com  Ability to work effectively both independently and as part of a team  Knowledge of file management, transcription, and other administrative procedures  The Perks  Continued training and career development  Virtual, work from home with occasional office visits  Full Benefits Package including medical, dental, vision and 401k  Vacation and Holiday Pay       Job Type:  Exempt, Full Time  Salary: Depending on Experience  Travel: As Needed    Passion, excellence, respect, accountability and having fun are just the beginning. Openforce believes that our culture is at the core part of what makes us successful.  We are looking for someone who understands good culture and will help shape it as it evolves.