Client Support Specialist

Health & Wellness: Medical, dental, vision, HSA with company match, dependent care FSA, life & disability coverage, voluntary plans, legal/ID protection, pet insurance, EAP

Financial: 401(k) with company match, annual bonus based on company performance, referral bonuses, discounts, phone allowance; field roles: travel pay, per diem, company-paid lodging, and company vehicle (if applicable)

Time Off & Flexibility: Flexible PTO for salaried roles; starting at 15 days (PTO with 2 floating holidays) for hourly roles; paid holidays, floating holidays, parental leave, bereavement leave, and hybrid/remote options

Career Growth: Tuition reimbursement, annual professional development grants, online learning resources, leadership programs, and internal growth opportunities

Additional Benefits: Recognition programs, scholarships and educational stipends for children, company paid sabbaticals and company outings with access to local events.

Note: benefits eligibility may be based on employment status, tenure, location, or other factors

• Manage shared support inboxes and ensure customer, vendor, and internal communications are logged and tracked in CRM systems such as Salesforce, Cirrus, or Veridy.
• Respond to customer, vendor, and partner inquiries by phone and email in a timely and professional manner.
• Prepare and distribute customer quotes, vendor requests, and project-related documentation.
• Coordinate ITAD logistics, including scheduling asset pickups, tracking shipment or pickup status, and monitoring asset movement through project completion.
• Maintain accurate CRM data, client records, project details, and asset disposition information.
• Review manifests, vendor reports, and processor reports for accuracy.
• Reconcile discrepancies between expected and actual asset counts, services, charges, or reporting data.
• Generate Expected vs. Actual reports and other operational updates as needed.
• Support billing and administrative processes, including invoicing, payment tracking, vendor bill processing, reconciliations, and collections follow-up.
• Monitor dashboards, task queues, workflows, and follow-up items to ensure daily activities are completed on time.
• Assist internal teams with reporting, documentation, and general administrative support related to ITAD service delivery.

• Supports continuous improvement by following established processes, identifying inefficiencies or issues, and contributing to solutions that improve safety, quality, and productivity. Leverages available tools and technologies, including AI-enabled solutions, where appropriate to improve efficiency and streamline work.

Managerial Responsibility

• This position does not have direct reports.

Travel/Shift Requirements

• This position does not require travel.

Physical Demands

• The position requires frequent sitting and keyboarding.

• This position is expected to occasionally lift up to 10 pounds.

Skills and Abilities Required

• Strong written and verbal communication skills for interacting with clients, vendors, and internal stakeholders.
• Ability to manage multiple tasks, prioritize workload, and meet deadlines in a fast-paced environment.
• Attention to detail with a focus on data accuracy, auditing, and reconciliation.
• Proficiency in managing and navigating CRM systems (e.g., Salesforce) and shared inbox platforms.
• Organizational skills to track and manage multiple projects, manifests, and workflows simultaneously.
• Problem-solving skills to address discrepancies in reports, manifests, and client/vendor information.
• Ability to coordinate logistics and scheduling across multiple stakeholders.
• Competency in basic financial processes, including invoicing, reconciliation, and payment tracking.

• Ability to follow up consistently on outstanding tasks, leads, and communications.

Education and Experience Required

• High school diploma required.
• 0-2 years of relevant Client Support experience required

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