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Customer Support Client Services Managers Jobs (NOW HIRING)

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Provide responsive customer support to corporate and small business clients * Maintain clear and ... Manage client accounts, ensuring accurate and up-to-date information * Perform data entry related ...

... leadership and support to a team of Client Services Managers (CSMs), serving as a primary ... Excellent customer service skills - internal and external colleagues and customers * Strong ...

Client Services Manager

Walnut Creek, CA · On-site

$110K - $125K/yr

Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and ...

... in customer support, client services, or a similar role within financial services, financial technology, or institutional investing. Experience working with hedge funds, asset managers, or ...

... oFacilitate customer resolution for escalated calls and engage the necessary technical support ... managed service providers or similar organization. oDemonstrated leadership abilities and ...

Customer Service Representative

$16.50 - $22.25/hr

Answer and manage incoming calls, emails, chats, and/or interactive voice response systems ... Previous experience in customer support, client services, sales, or a related field * Excellent at ...

Client Services Partner

Irving, TX · On-site

$51K - $87K/yr

Partner with Sales and Inside Sales to support client retention and growth opportunities while ... Maintain accurate client activity within CRM systems and contribute to the continued development of ...

Client Services Partner

Chicago, IL · On-site

$51K - $87K/yr

Partner with Sales and Inside Sales to support client retention and growth opportunities while ... Maintain accurate client activity within CRM systems and contribute to the continued development of ...

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Customer Support / Client Development Support Specialist

Middlebury, VT • On-site

eDOC Innovations , Inc.
Software Development • 1 - 10 employees

$17 - $22/hr

Full-time

Retirement

Re-posted 19 days ago


Job description

Join a Growing Technology Company
eDOC Innovations is seeking a motivated, technically minded Customer Support / Client Development Support Specialist to join our Client Development team.
In this role, you will serve as a primary point of contact for our credit union clients, helping them successfully use eDOC's document management and digital transaction solutions. You will troubleshoot technical issues, answer questions, conduct training, assist with installations and data conversions, and coordinate with other internal teams when additional expertise is needed.
This is an excellent opportunity for someone who enjoys solving problems, working with technology, and helping clients succeed.
What You'll Do
  • Respond to incoming client support requests by phone and email.
  • Document and track client requests through our CRM system.
  • Troubleshoot technical issues and provide timely, professional resolutions.
  • Escalate complex issues to the appropriate technical or development teams.
  • Become knowledgeable in eDOC's DocLogic suite of products.
  • Assist with software installations, data conversions, hardware, and device drivers.
  • Conduct individual and group training sessions for clients.
  • Help clients better understand and utilize eDOC solutions.
  • Perform quality assurance testing and assist with process improvements.
  • Complete professional services assignments and other projects as needed.

What We're Looking For
  • An associate degree in a business or technical field is preferred.
  • Experience with MySQL, SQL, or another relational database platform is highly desirable.
  • Familiarity with Microsoft Windows Server and Internet Information Services is a plus.
  • Strong verbal and written communication skills.
  • Confidence conducting client meetings and training sessions.
  • Ability to understand and explain technical concepts.
  • Strong organizational skills and the ability to manage multiple priorities.
  • A professional, client-focused approach when working with people at all organizational levels.
  • A willingness to learn new technologies and expand your technical knowledge.

Previous experience in customer service, technical support, help desk support, financial technology, or software support would be beneficial, but comprehensive training will be provided.
Why Join eDOC?
You will gain a competitive hourly compensation, generous benefits package, and a 401(k) plan with company matching., and so much more! You will receive comprehensive training and professional development, opportunities to expand your technical skills for career advancement, a supportive and collaborative team environment, and the stability of a successful and profitable company that has served the credit union industry for more than 30 years.
About eDOC Innovations
eDOC Innovations provides mobile-first digital transaction management and document solutions to credit unions throughout the United States. Our team works closely with clients and technology partners to deliver secure, reliable solutions that improve member service and operational efficiency.
Ready to Make an Impact?
If you enjoy technology, take pride in helping others, and are interested in building a career with a growing financial technology company, we would like to hear from you.
Please submit your resume and a brief cover letter explaining why you would be a strong addition to the eDOC team.