Job details

Client Success Specialist - Collections - job 1 of 2

We are seeking a detail-oriented and highly organized Client Relations Specialist (CRS) to join our team. The CRS will be responsible for managing client accounts, extracting and analyzing data, and ensuring seamless communication between the organization and its clients. This role requires strong communication skills, proficiency in various software tools, and the ability to handle multiple tasks efficiently.

Key Responsibilities:

Communicate effectively with clients both verbally and in writing.
Utilize and work proficiently within various software programs, including Excel, Word, CUBS, Outlook, Smartcapture, and KUTools.
Extract and manipulate data using Excel and other tools as required.
Review debtor accounts and collaborate with clients to fulfill requests, such as providing documentation, reviewing disputes, and following up for responses.
Learn and navigate client portals efficiently.
Follow directions accurately and maintain attention to detail in all tasks.

Possible Tasks:

Capture and manually upload large quantities of documents into the system.
Notate the CUBS system and return accounts to the collection staff as directed by the support desk (SB).
Perform data entry for new cases as needed.
Access various client portals to retrieve necessary data and capture it in the CUBS system.
Produce and deliver reports in Excel for management and client review.

Proven Client Relations experience
Strong verbal and written communication skills.
Proficiency in Microsoft Excel, Word, and Outlook; experience with CUBS, Smartcapture, and KUTools is a plus.
Demonstrated ability to extract, analyze, and manipulate data effectively.
Strong attention to detail and ability to follow instructions.
Capable of learning new client portals and systems quickly.
Excellent organizational and time-management skills.

Preferred Skills:

Experience in data entry and managing large volumes of documentation.
Familiarity with collections or account management processes.

Salary: $1200 - $1300

Average salary estimate

$1250 / YEARLY (est.)

min

max

$1200K

$1300K

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What You Should Know About Client Success Specialist - Collections, Talent Cottage

Are you someone who thrives on building relationships and has a knack for data? Join us as a Client Success Specialist - Collections! At our company, we’re dedicated to providing exceptional service to our clients, and we need passionate individuals like you to help us make that happen. In this role, you'll manage client accounts while ensuring clear and effective communication, both verbally and in writing. Your day-to-day tasks will involve working with various software tools such as Excel and CUBS, where you'll extract and analyze data to fulfill client requests. Your attention to detail will be essential as you review debtor accounts and collaborate with clients to resolve disputes or provide required documentation. Don't worry if you’re not familiar with everything right away; we’ll help you learn and adapt to client portals in no time. As a Client Success Specialist, your organizational and time-management skills will shine as you juggle multiple tasks efficiently. If you’re excited about building relationships, understanding processes, and making a positive impact—this is the role for you! You’ll earn a competitive salary between $1200 and $1300, and you’ll be a vital piece of our dedicated team. So, if you're ready to step into a role that blends client interaction with data analysis, then let’s connect and discover how you can contribute to our mission of excellent client service.

Frequently Asked Questions (FAQs) for Client Success Specialist - Collections Role at Talent Cottage

What are the responsibilities of a Client Success Specialist - Collections?

As a Client Success Specialist - Collections, your key responsibilities will include managing client accounts, ensuring effective communication, extracting and analyzing data using software like Excel, and collaborating with clients to address their needs. You’ll also be tasked with following up on documentation requests and maintaining detailed records in systems like CUBS.