Job Overview:
We’re looking for a service-driven and solutions-oriented Customer Service & Client Success Associate to help our clients. This role is about more than answering phones—you’ll be a key player in providing marketing support, generating new opportunities, and helping clients get the most out of our products and services.
You’ll use tools like Salesforce CRM a to track, analyze, and manage client relationships, while collaborating across departments to ensure a seamless experience from order to delivery. Candidates with a background or interest in real estate, printing, or marketing will thrive in this fast-paced, hands-on environment.
We offer competitive benefits including Medical, FSA, Dental, Vision, and 401(k).
Key Responsibilities:
- Provide outstanding service via phone, email, and chat—responding promptly and professionally to client inquiries
- Proactively manage assigned client orders follow up queue to ensure we get the orders out in a timely manner
- Guide clients through product options, marketing campaign tools, and printing services
- Use Salesforce to log interactions, manage customer records, and track leads
- Identify client needs and recommend solutions to support their marketing goals
- Partner with teams across Marketing, Production, and Sales to drive the best possible outcomes for our clients.
- Resolve issues with urgency and a problem-solving mindset, ensuring every client feels valued
Qualifications:
- 2+ years in a customer service or client success role, preferably in a call center or B2B environment
- Familiarity with Salesforce CRM, Excel, and digital tools
- Strong knowledge or interest in real estate, marketing, or printing industry preferred
- Exceptional communication skills with an upbeat and professional attitude
- Strong ability to multitask, prioritize, and stay organized in a fast-paced setting
- Proven track record of meeting or exceeding performance goals
- Team-oriented with a passion for helping others succeed
Special Demands:
- Ability to lift materials, work occasionally in warehouse conditions with production/design teams
- May include prolonged standing and light travel (up to 25%)