Summary of this RoleClient Advocacy's mission is to deliver differentiated experiences that literally make our clients more successful in achieving their vision.
This is accomplished through collaboration, consulting and advocacy.
By demonstrating strong skills in empathy, negotiation, interpersonal communication and problem‐solving, we will maintain long‐term client relations while reducing attrition and increasing revenue.
The Client Advocate is cross‐trained and multi‐skilled with a deep understanding of the payment processing industry.ResponsibilitiesProactively reach out and retain at‐risk clients using various CRMs – Salesforce, Netsuite, etc., and internal tools and programs.Investigate client support history or conduct needs analysis based on client business needs.Report on client interactions to drive key learnings for management and the company.Maintain relationships with prior clients to help service their accounts when necessary.Address escalations that impac...