Client Services Representative

Doxim is the customer communications and engagement technology leader serving financial and regulated industries. Our platform with its suite of integrated, SaaS software and document technology solutions helps clients digitize operations, improve efficiency, and modernize customer experience. With Doxim, clients can communicate reliably and effectively, improve cross-sell and upsell opportunities, and drive increased loyalty and wallet share through personalized omnichannel communications. Our Client Services Representative serves a vital role, directly supporting our company purpose to go beyond the ordinary in our pursuit of service excellence. You will help oversee every aspect of the client experience, from being a part of the initial project team responsible for setting up and implementing a new account, the day-to-day communication and interaction, critical to the monitoring and oversight of a client’s services, as well as the accurate and timely processing and oversight of their monthly invoices. You’ll manage relationships with both our clients as well as internal departments and will need to thrive in a fast-paced environment, requiring self-starting initiative, and a desire to remain client focused.

Manage assigned clients, build relationships, and provide professional communication.

Serving as the client’s advocate and champion, working cross-functionally with multiple internal departments to meet their business requirements and needs.

Monitor and coordinate the reporting process, tracking production statistics and service level agreements.

Prepare invoices, reports, and spreadsheets in support of client billing efforts.

Participate in various projects to assist throughout a customer’s life cycle and growth, as well as internal, and company special projects.

Must be able to set up customer information in Order Management Software

Must be able to manage commercial client base as well as government contracts (or clients with similar complexity)

Must fully understand digital print terminology and processes and be familiar with postal terminology and processes.

Must be able to coordinate projects for existing customers.

Demonstrate ability to effectively train and mentor an Account Manager I

Must exhibit critical thinking skills by being able to provide clear, rational analysis and in-depth information related to processing issues.

Position Requirements:

Associate degree or equivalent work experience.

Exceptional client service focus.

Demonstrated verbal and written communication skills.

Ability to manage multiple accounts and tight deadlines while remaining calm under pressure.

Proven ability to manage change, deal with multiple priorities, and handle confidential information.

Demonstrated organization, planning, and time management skills.

Proven attention to detail and accuracy.

Demonstrated teamwork, partnering, and influencing abilities.

Self-directed initiative with a thirst for knowledge and a desire to learn.

Strong problem-solving skills and creative thinking abilities.

Willingness to work over as/if needed.

Demonstrated computer proficiency and working knowledge of Word, Excel, PowerPoint, and Outlook.

Doxim company encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

EOE/M/F/Disabled/Vets

Doxim is an equal opportunity employer and makes employment decisions without regard to race, gender, disability or protected veterans’ status.

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