Client Relations Specialist I

Legitscript - Portland, OR

Full-time - Entry Level

Onsite - Portland, OR

Professional, Scientific, and Technical Services

About the position

The Client Relations Specialist I at LegitScript is a customer-focused role that serves as the first point of contact for certification applicants. This position is essential in guiding clients through the certification process, ensuring their needs are met with professionalism and efficiency. The specialist will provide technical support, manage client inquiries, and maintain high levels of client satisfaction while collaborating with internal teams to resolve issues and support the renewal processes.

Responsibilities

• Provide Tier 1 technical support for basic issues and requests.
• Serve as a key point of contact for the general public, current clients, and prospective customers.
• Provide detailed information on the certification process, including scope, application status, and cost of services.
• Deliver prompt and professional responses to inquiries via written correspondence or telephone.
• Help clients maximize their Certification benefits by providing support and troubleshooting as needed.
• Apply renewal workflows and processes to retain clients effectively, tracking and managing renewals through Salesforce.
• Accurately review and screen applications for completeness, scope, and pricing.
• Coordinate with the manager to escalate potential sales opportunities when necessary.
• Facilitate the onboarding process for prospective applicants.
• Collaborate with Client Relations teammates to create, update, and maintain Common Response documents and other standard operating procedures (SOPs).
• Perform administrative tasks and conduct research as requested to support the overall operations of the Client Relations team.
• Utilize internal systems and CRM tools to address client requests and account needs.
• Adhere to SOPs for account updates, ensuring accuracy and compliance.
• Proactively contact clients regarding upcoming renewals, guiding them through the information update process.
• Consult with internal subject matter experts for complex or irregular issues.
• Manage client issues and troubleshoot problems, escalating to technical support when necessary.
• Assist clients with billing inquiries or issues.

Requirements

• Experience using Salesforce and other cloud-based solutions.
• Excellent communication skills across all media (e.g., verbal, written).
• Proficiency at handling interactions with tact and diplomacy.
• Experience interacting with clients in a customer support role.
• Adept at basic internet research and data entry.
• Proven experience managing a high volume of time-sensitive client requests.
• Highly organized and efficient.
• Strong interpersonal and communication skills.
• Excellent time management and problem-solving skills.

Nice-to-haves

• Demonstrates an inspirational attitude that contributes to a positive team environment.
• Strong problem-solving abilities and resourcefulness.
• Ability to build and maintain effective working relationships with team members.

Benefits

• Paid holidays
• Health insurance
• Dental insurance
• Paid time off
• Vision insurance
• 401(k) matching