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Client Success Representative

National Business Technologies
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Job Overview:

We are seeking a proactive, relationship-driven Client Services Representative to serve as a key point of contact for our customers. This role is highly interactive and field-based, requiring regular client visits, strong communication, and seamless coordination across internal teams to deliver timely solutions and an exceptional customer experience.

 

Key Responsibilities:

  • Build and maintain strong relationships through regular in-person client visits
  • Act as the primary liaison for customer service requests, ensuring all action items are tracked, managed, and resolved
  • Respond to client inquiries with urgency, professionalism, and a solutions-oriented mindset
  • Collaborate internally with Customer Service, Service, and Fulfillment teams to resolve issues efficiently
  • Partner with Contracts and Leasing teams when needed to support client agreements and documentation
  • Work closely with Sales Representatives to support applications, software products, and ongoing account needs
  • Follow up consistently to ensure client satisfaction and closure on all open items
  • Identify opportunities to improve processes, communication, and overall customer experience

 

Qualifications:

  • Strong interpersonal and communication skills
  • Ability to manage multiple priorities and follow through on details
  • Comfortable working cross-functionally with multiple departments
  • Problem-solving mindset with a focus on delivering results
  • Proficiency in CRM systems and Microsoft 365 (or similar tools)
  • Valid driver’s license and willingness to travel locally for client visits

 

What We’re Looking For:

  • Someone who takes ownership and follows through
  • A team player who collaborates well across departments
  • A strong communicator who can confidently represent the company in front of clients
  • A solutions-focused thinker who can navigate challenges and keep customers informed

 

Why Join Us:

  • Opportunity to build meaningful client relationships
  • Collaborative and supportive team environment
  • Hands-on role with visibility across multiple departments
  • GROWTH Opportunities and promotions from within

 

Benefits:

  • Health/Dental insurance
  • 401(k) match program
  • Competitive PTO plus yearly celebration days
  • Flexible schedule
  • Professional development assistance
  • Referral program

 

Willingness to travel:

  • 80% (Preferred)

 

Work Location: Hybrid - Albany, NY 12203

 

NATIONAL Business Technologies is an equal opportunity employer

 

Salary: $50,000 - $65,000 per year