As a Client Success Specialist youll work directly with our customers to help them achieve
maximum value from our platform. This role involves a variety of activities that includes on-boarding,
implementation, training, accounting support, software QA/troubleshooting, project management and
more. You will also play a critical role working with our engineering team providing input and feedback
for continued product development, strategic planning, and decision making.
Respond to daily inquiries from clients using our platform.
Conduct live training sessions, and create self-help resources.
Help troubleshoot usability, reporting and reconciliation issues.
Manage support cases and engage in specialty client projects.
Offering guidance to integrate and adapt our solution to meet requirements.
Work with our engineering team to address issues and improve our platform.
Why Work Here?
Supportive and collaborative culture in a casual work environment.
100% paid medical with a fully funded (HSA) Health Savings Account +Dental.
401(K) with company 4% pretax match.
Paid vacation days plus sick & personal days.
Convenient access by train via Metro North.
Great office location in Historic South Norwalk
Compensation: $60-68k.
Exact compensation may vary based on several factors, including skills, experience, and education.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
Human Resources Request Form. The EEOC "Know Your Rights" Poster is available
here.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
https://insightglobal.com/workforce-privacy-policy/ .
Bachelors degree in business administration, accounting, or related field.
Understanding of basic accounting principles or any experience using accounting software.
Any prior experience in operations, customer service, project management is a plus.
Comfortable working with Excel to analyze and manipulate data.
Analytical thinking and problem-solving is your strength.
Exceptional written, verbal, and phone skills.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.