Customer Support

Client Advocate

Looking to hire your next Client Advocate? Here’s a full job description template to use as a guide.

About Vintti

Vintti is a staffing agency that leverages the geographical advantage of Latin America to benefit US businesses. We connect companies with professionals who work in time zones closely aligned with or identical to US hours, ensuring seamless communication and collaboration. This synchronicity allows for real-time interaction, enhancing productivity and eliminating the delays often associated with offshore staffing.

Description

A Client Advocate is dedicated to representing and ensuring the well-being of clients, acting as a liaison between them and the organization. This role focuses on understanding and addressing client needs, concerns, and feedback to improve overall satisfaction and loyalty. They work to ensure that clients receive optimal service and support, strengthening client relationships and fostering trust. Through effective communication and problem-solving, a Client Advocate helps to navigate any challenges and advocates for the client's best interests within the company framework.

Requirements

- Bachelor's degree in Business, Communications, or related field
- Proven experience in customer service or client management roles
- Strong interpersonal and communication skills
- Ability to handle and resolve client issues effectively
- Proficiency with CRM software and other client management tools
- Excellent organizational and time management skills
- Ability to work independently and as part of a team
- Strong problem-solving and critical-thinking abilities
- High level of attention to detail
- Demonstrated ability to build and maintain client relationships
- Familiarity with product and service offerings in the relevant industry
- Strong listening skills to understand client needs and concerns
- Ability to multitask and manage multiple client accounts simultaneously
- Technical aptitude to assist with troubleshooting issues
- Ability to adapt to new systems and procedures quickly
- Proficient with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- High level of professionalism and customer-first attitude
- Experience in analyzing client feedback and implementing improvements
- Ability to handle confidential client information with discretion
- Availability to work flexible hours if needed

Responsabilities

- Understand and articulate client needs and expectations
- Respond to client inquiries and issues in a timely manner
- Mediate between clients and internal teams to resolve conflicts
- Deliver product, service, and policy information to clients
- Keep accurate and updated records in the CRM system
- Follow up with clients regularly to ensure satisfaction
- Foster client loyalty through strong relationship management
- Collaborate with sales and support teams on client issues
- Spot and suggest opportunities for additional client services or products
- Assist with new client onboarding processes
- Track client interactions and report findings to management
- Participate in ongoing training and team meetings
- Provide status updates to clients on their projects or cases
- Educate clients on new offerings
- Analyze client feedback for service improvements
- Tailor solutions to meet unique client needs
- Escalate complicated issues when necessary
- Help clients troubleshoot and resolve technical problems
- Prepare and send client-specific reports and documents
- Ensure all client interactions comply with company policies and regulations

Ideal Candidate

The ideal candidate for the Client Advocate role will possess a Bachelor's degree in Business, Communications, or a related field, coupled with proven experience in customer service or client management roles. They are characterized by their empathetic, client-focused mindset and exceptional communication skills, both written and verbal. Demonstrating strong problem-solving abilities, they remain calm under pressure and can effectively handle and resolve client issues. This candidate brings proficiency in CRM software and the Microsoft Office Suite, showcasing an ability to maintain accurate client records and manage multiple accounts simultaneously with high attention to detail. They are adept at analyzing client feedback to implement service improvements and are known for their organizational prowess, time management, and ability to work independently or in a team. Their high ethical standards, integrity, and consultative approach foster trust and loyalty among clients, while their technical aptitude enables them to troubleshoot issues efficiently. Adaptable and proactive, they have a resilient attitude, exceptional listening skills, and a positive demeanor, all contributing to a relentless focus on client satisfaction and retention. This team player is also a motivated self-starter, driven by a goal-oriented mindset that consistently prioritizes the client's needs and ensures compliance with company policies and regulations.

On a typical day, you will...

- Communicate with clients to understand their needs and concerns
- Address and resolve client issues promptly and efficiently
- Act as a liaison between clients and internal departments to ensure client satisfaction
- Provide information and support regarding products, services, and policies
- Maintain up-to-date client records and documentation in the CRM system
- Conduct regular follow-up calls and emails to check on client satisfaction and gather feedback
- Develop and maintain strong relationships with clients to foster loyalty and retention
- Collaborate with the sales and support teams to ensure client issues are addressed effectively
- Identify opportunities for clients to benefit from additional services or products
- Assist in onboarding new clients to ensure a smooth transition
- Track and report on client interactions and outcomes to management
- Participate in training sessions and team meetings to stay updated on products and services
- Provide clients with updates on their current projects or cases
- Educate clients on new features, products, or services that may benefit them
- Gather and analyze client feedback to improve service delivery
- Develop personalized solutions to meet specific client needs
- Escalate complex issues to the appropriate departments or senior staff when necessary
- Assist clients with troubleshooting and resolving technical issues
- Prepare and distribute client-specific reports and documentation
- Ensure compliance with all company policies and regulatory requirements in client interactions

What we are looking for

- Empathetic and client-focused mindset
- Exceptional communication skills, both written and verbal
- Strong problem-solving abilities
- Ability to remain calm under pressure
- Proven ability to build trusting relationships
- Detail-oriented and organized
- Proactive approach to identifying client needs
- Team player with collaborative spirit
- Adaptability to changing situations and demands
- Persistent and patient in addressing client concerns
- Highly reliable and responsible
- Consultative approach to client interactions
- Positive attitude and enthusiasm for client service
- Strong analytical skills
- Resilient and able to handle rejection or difficult clients
- High ethical standards and integrity
- Motivated self-starter
- Tech-savvy with ability to learn new systems quickly
- Strong listening skills
- Goal-oriented with a focus on client satisfaction and retention

What you can expect (benefits)

- Competitive salary range: [specific range]
- Comprehensive health, dental, and vision insurance
- Flexible work hours and remote work options
- Generous paid time off (PTO) and holiday schedule
- Retirement savings plan with company match
- Professional development and training opportunities
- Career advancement pathways
- Employee assistance program (EAP)
- Wellness programs and resources
- Company-sponsored events and team-building activities
- Tuition reimbursement program for further education
- Discounts on company products and services
- Performance-based bonuses and incentives
- Collaborative and supportive work environment
- Access to modern office facilities and technology
- Paid parental leave
- Commuter benefits and assistance
- Company-sponsored volunteering and community service opportunities
- Recognition and rewards program for outstanding performance

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