Client Services Consultant

hace 1 semana

Tijuana, Baja California, México Zventus A tiempo completo

**About the Role**

We are seeking a highly skilled Client Services Consultant to join our team at Zventus. As a Client Services Consultant, you will be responsible for the execution of integration(s) and onboarding plans as they relate to new and existing customers.

**Key Responsibilities**

  • Manage project plan and onboarding process for new customer implementations as assigned
  • Coordinate and/or facilitate formal customer technical and onboarding calls
  • Implement project plan supplied by Sales Consulting and modify as needed during the implementation project
  • Create agenda, schedules, and lead client meetings
  • Main contact with the customer's project team throughout to answer questions, facilitate customer requests, and troubleshoot issues
  • Create and/or maintain client-level documentation (i.e. client account set up workbook, handoff documents)
  • Perform customer account setup and configuration
  • Perform testing of provider fees prior to the customer test phase
  • Coordinate integration testing with customer prior to production releases during onboarding phase (may require after-hours coordination)
  • Coordinates external UAT and customer sign off as needed during the onboarding phase or as needed for account updates or enhancements;
  • Create and perform user training via Webinar or conduct train-the-trainer meetings to advise, and educate customers' internal trainers on integration
  • Monitor master onboarding calendar to ensure customer target go-live dates are met;
  • Cross-department coordination
  • Works with the Data Management team to ensure customer account setup is complete and accurate as it relates to service provider onboarding
  • Work with the internal Integration Team to coordinate technical calls, and resolve issues to ensure project timelines are met
  • Responsible for ongoing support for customer account updates, and configuration requests;
  • Manages customer account and configuration changes as needed;
  • Researches client inquiries and ensures timely follow-up and resolution;
  • Responds promptly to all customer phone calls and electronic inquiries;
  • Manages and updates customer account workbook ongoing as updates and changes are made;
  • Acts as SME for Account Management questions on account set up, customer requested updates;
  • Works with the product team to provide customer details on product enhancements, as needed
  • Documents customer project milestones, issues, and interactions in our Customer Relations Management system
  • Champions continuous process improvement efforts, including problem identification, root cause analysis, action plan formation, "best practice" creation, detailed documentation, and process refinement and streamlining
  • Reviews customer information within our internal systems, verifying and updating records accordingly in the CRM system to ensure consistency and prepare for fulfillment
  • Updates JIRA with completed tasks as needed
  • Track and log work (hours) as needed for project billable work
  • Collects customer feedback to build and maintain effective onboarding and product support
  • Gather and document customer feedback and requests for new product features and participate in drafting product change requests as requested
  • Responsible for understanding and explaining existing and new product features to customers
  • Supplies feedback on customer experience to management, sales, product, and development teams
  • Assists in creating and maintaining internal documentation on SharePoint
  • Contributes to a team responsible for the shared responsibilities for the Client Experience, participating in regular meetings, and working concurrently on multiple issues and tasks
  • Works with the Account Management team to coordinate contact with customers to relay issue management and resolution to the client at each stage
  • Undertakes complex assignments where considerable judgment and initiative are required in resolving problems, making recommendations, and implementing those recommendations
  • Completes other duties as assigned

  • Client Services Consultant

    hace 1 día

    Tijuana, Baja California, México Zventus A tiempo completo

    About the Role:We are seeking a skilled Client Services Consultant to join our team at Zventus. This individual will be responsible for executing integration and onboarding plans for new and existing customers.The ideal candidate will have a strong understanding of the residential mortgage lending process and workflow, as well as experience with order...

  • Recruiting Consultant I

    hace 2 semanas

    Tijuana, Baja California, México Allstate Insurance Company A tiempo completo

    Job Title: Recruiting Consultant IAt Allstate Insurance Company, we're looking for a skilled Recruiting Consultant I to join our team. As a key member of our Talent Acquisition team, you'll play a critical role in sourcing, researching, marketing, recruiting, and screening candidates to meet business area hiring goals.Key Responsibilities:Assist in building...

  • Home Consultant

    hace 2 semanas

    Tijuana, Baja California, México Homelight A tiempo completo

    About UsAt HomeLight, we're revolutionizing the real estate industry by providing innovative solutions for homebuyers and sellers. Our mission is to make every real estate transaction simple, certain, and satisfying for all.Who We're Looking ForWe're seeking a highly motivated and customer-focused individual to join our team as a Home Consultant. As the...

  • Business Analyst Consultant I

    hace 2 semanas

    Tijuana, Baja California, México Allstate Insurance Company A tiempo completo

    Job Title: Business Analyst Consultant IJob Summary: We are seeking a highly skilled Business Analyst Consultant I to join our team. As a Business Analyst Consultant I, you will be responsible for analyzing requirements and requests of the business, operations, and other users of IT services.Key Responsibilities:Execute change control process to alter...

  • SAP Consultant Expert

    hace 2 semanas

    Tijuana, Baja California, México Gracemark A tiempo completo

    Job SummaryWe are seeking a highly experienced SAP consultant to join our team at Gracemark. The ideal candidate will have a strong background in SAP ME and MII, with a minimum of 4 years of consulting experience.Key ResponsibilitiesProvide expert-level consulting services to clients on SAP ME and MII implementationsDevelop and implement customized SAP...

  • Senior Software Consultant

    hace 1 día

    Tijuana, Baja California, México Allstate A tiempo completo

    We're looking for a skilled Senior Software Consultant to join our team at Allstate.This role involves implementing applications following 12-factor principles to build out the product and iterative enhancements. You will own the full stack of software products, developing and implementing frontends (web or mobile), and backend services.As a Senior Software...

  • Recruiting Consultant Specialist

    hace 2 días

    Tijuana, Baja California, México Allstate A tiempo completo

    At Allstate, we're committed to delivering innovative solutions that drive business growth and excellence. As a Recruiting Senior Consultant, you'll play a key role in developing and implementing strategic staffing plans that align with our company's goals and objectives.**Key Responsibilities:**Work closely with stakeholders to design and execute tailored...

  • Recruiting Senior Consultant

    hace 2 semanas

    Tijuana, Baja California, México Allstate Insurance Company A tiempo completo

    Job DescriptionThe Recruiting Senior Consultant I plays a pivotal role in managing mid-to-high level searches, serving as the primary point-of-contact for individual clients regarding talent acquisition. This role develops, directs, plans, and evaluates external and internal recruitment activities to satisfy the organization's talent requirements. Utilizing...

  • Financial Services Representative

    hace 7 días

    Tijuana, Baja California, México Citi A tiempo completo

    The Financial Services Representative is a key role within Citi's Consumer Sales Team, responsible for providing exceptional customer service and meeting sales targets for financial products and services.**Key Responsibilities:**• Establish and maintain high-value accounts by providing expert advice and promoting high-level portfolios and other financial...

  • Financial Services Representative

    hace 3 días

    Tijuana, Baja California, México LeadAdvisors A tiempo completo

    Key Responsibilities:Outbound Sales: Engage with potential clients to promote our loan products and services.Inbound Sales: Handle incoming calls from clients interested in our financial services.Client Engagement: Build relationships with clients, understand their financial needs, and provide suitable loan options.Data Verification: Confirm client details...

  • Ejecutivo de Ventas y Atención al Cliente

    hace 2 semanas

    Tijuana, Baja California, México Grupo G&M Consulting Services A tiempo completo

    **Grupo G&M Consulting Services busca un profesional para el puesto de Ejecutivo de Ventas y Atención al Cliente.****Requisitos:**• Ser mayor de 23 años y menor de 40 años.• Tener preparatoria concluida.• Tener experiencia mínima de 1 año en ventas y atención al cliente.**Ofrecemos:**• Sueldo semanal de $2,378 libres + comisiones aproximadas de...

  • Gerente de Ventas y Atención al Cliente

    hace 7 días

    Tijuana, Baja California, México Grupo G&M Consulting Services A tiempo completo

    **Grupo G&M Consulting Services busca un profesional con experiencia en ventas y atención al cliente para un puesto de gran responsabilidad.****Requisitos:**• Ser mayor de 23 años y menor de 40 años.• Tener preparatoria concluida.• Tener al menos 1 año de experiencia en ventas y atención al cliente.**Ofrecemos:**• Sueldo semanal de $2,378 libres...

  • Financial Services Representative

    hace 1 semana

    Tijuana, Baja California, México LeadAdvisors A tiempo completo

    We are seeking a highly motivated and customer-focused Financial Services Representative to promote and sell our loan products to potential clients. In this role, you will be responsible for engaging with customers to understand their financial needs, explaining loan options, and guiding them through the application process.Key Responsibilities:Outbound...

  • Field Technician

    hace 2 meses

    Tijuana, Baja California, México NTT DATA Services A tiempo completo

    About NTT DATA ServicesWe are a leading provider of IT and business services, delivering innovative solutions to clients across the globe. Our team is dedicated to helping clients transform their businesses through technology and consulting services.Job SummaryWe are seeking a skilled Field Technician to join our team in Mexico. As a Field Technician, you...

  • Financial Services Representative

    hace 2 semanas

    Tijuana, Baja California, México 09522 Citibanamex Afore, S.A de C.V., integrante del Grupo Financiero Citibanamex A tiempo completo

    The Retention Analyst 1 is an entry-level position responsible for meeting sales targets for financial products and services within their assigned district or location in coordination with the broader Consumer Sales team. The overall objective is to utilize basic product knowledge to build relationships with clients in order to recognize which financial...

  • Field Technician

    hace 1 mes

    Tijuana, Baja California, México NTT DATA Services A tiempo completo

    Job SummaryNTT DATA Services is seeking a skilled Field Tech Associate to join our team in Tijuana, Mexico. As a Field Tech Associate, you will be responsible for performing basic trouble-shooting, parts replacement, systems upgrades, deployment, and repair on desktops, notebooks, and printers.Key ResponsibilitiesPerform basic trouble-shooting and repair on...

  • Desktop Support Specialist

    hace 4 semanas

    Tijuana, Baja California, México NTT DATA Services A tiempo completo

    Desktop Support TechnicianJob Summary:NTT DATA Services is seeking a skilled Desktop Support Technician to join our team in Tijuana, Mexico. As a Desktop Support Technician, you will be responsible for providing technical support and assistance to our clients, ensuring the smooth operation of their desktop and notebook systems.Key Responsibilities:Perform...

  • Recruiting Consultant

    hace 2 semanas

    Tijuana, Baja California, México Allstate A tiempo completo

    Key ResponsibilitiesDevelop and implement client strategies aligned with business objectives and talent philosophies.Conduct market research to gather competitive industry information on salary, benefits, and employment practices.Provide expert staffing and recruitment advice, consultation, and education to determine position requirements and effective...

  • Desktop Support Specialist

    hace 2 semanas

    Tijuana, Baja California, México NTT DATA Services A tiempo completo

    Req ID: 294183NTT DATA Services is committed to attracting and retaining exceptional talent who share our passion for innovation and excellence. If you're a motivated individual looking to grow with a forward-thinking organization, we encourage you to apply.We're currently seeking a Desktop Support Technician - Field Tech to join our team in Tijuana, Baja...

  • Gerente de Inventario

    hace 2 semanas

    Tijuana, Baja California, México Kelly Services A tiempo completo

    Descripción del PuestoLa empresa Kelly Services busca a un profesional para ocupar el puesto de Encargado de Inventario en nuestra sucursal de Calle Cerro Colorado Niños Heroes, 22120.Responsabilidades:Organizar y manejar inventarios del cliente.Reabastecer en tiempo y forma los inventarios.Manejar PEPS.Control de material.Requisitos:Experiencia mínima 2...