Broadridge
Broadridge
Broadridge वित्तीय सेवा उद्योग के लिए प्रौद्योगिकी और परिचालन समाधान विकसित करता है। इसका प्लेटफ़ॉर्म और सेवाएँ परिसंपत्ति प्रबंधकों, संस्थागत निवेशकों तथा अन्य वित्तीय संगठनों को पूँजी बाज़ार संचालन, निवेशक और ग्राहक संचार, डेटा प्रबंधन, विश्लेषण, पोर्टफ़ोलियो प्रशासन, नियामकीय प्रक्रियाओं और परिचालन जोखिम से जुड़े कार्यों में सहायता प्रदान करती हैं। कंपनी उपभोक्ता वित्त, बीमा और दूरसंचार जैसे संबद्ध क्षेत्रों को भी सेवाएँ देती है तथा संगठनों को जटिल सूचना प्रवाह का समन्वय करने, निगरानी बेहतर बनाने और आवश्यक व्यावसायिक प्रक्रियाओं को अधिक कुशलता से संचालित करने में मदद करती है।

Client Success Representative (Remote, United States)

Support Broadridge clients through onboarding, training, relationship management, and ongoing product adoption. This full-time remote role focuses on customer satisfaction, retention, and upsell performance.

विवरण

  • Serve as the primary contact for assigned clients, addressing questions and concerns through phone, email, and video.
  • Lead new-client onboarding from initiation through completion, providing further training when required.
  • Work with the Client Success team to help reduce customer churn.
  • Show clients how to realize product value, monitor engagement metrics, and recommend appropriate actions.
  • Promote customer satisfaction through responsive service and high-quality onboarding and training.
  • Partner with customers on strategies that support their goals and maximize product value.
  • Collect customer feedback and share it with internal teams to inform product improvements and satisfaction initiatives.
  • Establish and sustain strong relationships with clients.
  • Build advanced knowledge of the platform and its products.
  • Provide an excellent client experience throughout the onboarding process.
  • Meet or surpass customer retention and upsell goals.

आवश्यकताएँ

  • A bachelor’s degree or equivalent experience is preferred.
  • Two to three years of customer service experience is preferred, ideally in a SaaS environment.
  • Strong written and verbal communication skills.
  • High attention to detail and work quality.
  • Ability to manage multiple tasks, prioritize effectively, and respond to clients within reasonable time frames.
  • Willingness to adapt to change and continue learning.
  • Ability to build positive, professional business relationships with clients.
  • Ability to learn software solutions quickly.
  • Ability to collaborate effectively with team members, clients, and stakeholders.
  • Familiarity with Salesforce, Microsoft Suite, Outlook, JIRA, Confluence, and ChurnZero is preferred.

लाभ

  • Eligibility for a bonus.
  • Comprehensive benefits offerings.
  • Paid sick leave for Colorado employees, where applicable.
  • Other benefits required by law, where applicable.

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