Client Success Manager (Client Advocate)

Teslar Software


Date: 2 weeks ago
City: Springdale, AR
Contract type: Full time
Teslar Software is an innovative financial technology company located in the heart of Northwest Arkansas. We assist community banks across the country become more efficient through smart workflows and superior technology. Teslar is committed to providing its teammates with an exciting, casual atmosphere where professional growth is encouraged, and upward mobility is supported. Our team is composed of a diverse group of financial and IT professionals, all of which work together to develop and provide best in class solutions to financial institutions across the country. As our team grows, we have made it a priority to instill our core values in everything we do. We talk about them often, hire and fire based on them, and they are nonnegotiable. Teslar Software is not currently sponsoring work visas at this time.

  • Trust above everything
  • I’ve got your back
  • Be resourceful, figure it out
  • Challenge the present to develop the future
  • A client’s success is our success
  • Celebrate the Victories

Job Description

The Client Advocate will be the primary contact for our customers and will be responsible for ensuring their needs are met in a timely fashion. This position will maintain regular communications with their portfolio of banks, as well as assist higher level teammates with basic support items.

Responsibilities

  • Serve as the primary point of contact for our clients to collect feedback that will help drive continuous improvement across all areas, including product.
  • Prepare and educate customers on new features and releases.
  • Facilitate recurring client meetings ensuring clear communication on commitments and timelines for an overall successful customer journey.
  • Coordinate internal resources - including Support, Modules, Implementation, and Engineering - to provide best in class service and a seamless customer experience.
  • Position may require some travel to ensure client satisfaction.

Qualifications

  • Ability to be a self-starter, including strong multi-tasking capabilities with a track record of managing multiple client accounts with shifting priorities and details in a fast-paced environment.
  • Passion for working with customers, proactive problem solving, and embodying a culture to exceed expectations.
  • Effectively communicate with clients about banking terms and Teslar Software functionality.
  • Exceptional customer service skills, with a proven track record.
  • Banking experience in Loan Operations, Commercial Lending, or related area.
  • Excellent verbal and written communication skills.
  • Basic level of software and technical comprehension.

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