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Client Specialist

hace 1 mes


Cuauhtémoc, México Thomson Reuters A tiempo completo

Are you passionate about the chance to bring your experience to a world-class company that is market-leading for both content and technology? If yes, we are looking for youJoin our team As a Client Specialist, you will be responsible for managing and supporting our Core Accounts within the Tax & Accounting sector.**About the Role**In this opportunity as a **Client Specialist,** you will:- Manage a large portfolio of Core Accounts, focusing on customer satisfaction and retention.- Respond promptly and effectively to customer inquiries and support requests.- Participate in and execute targeted campaign initiatives to engage with the Core Account base.- Identify and pursue opportunities for small upsells, such as user add-ons and ancillary products.- Monitor product usage and customer engagement levels within the assigned account base.- Collaborate with internal teams to resolve client issues and ensure smooth product implementation and support.- Maintain accurate and up-to-date records of client interactions and account status in the CRM system.- Contribute to the development and implementation of retention strategies for Core Accounts.- Stay informed about product updates and basic tax workflow processes to provide accurate information to clients.**About You**You’re a fit for the role if your background includes:- Bachelor’s degree in business, Communications, or related field (or equivalent experience).- 0-1 year of experience in customer service, account management, or related field.- Basic understanding of tax and accounting software solutions preferred.- Excellent communication skills, both written and verbal.- Strong customer service orientation with the ability to build positive relationships.- Proficiency in using CRM systems and Microsoft Office Suite.- Ability to manage multiple accounts and prioritize tasks effectively.- Basic problem-solving skills and attention to detail.- Self-motivated with the ability to work both independently and as part of a team.- Adaptability to learn new products and processes quickly.**To apply, please upload your updated resume in English.****Location: CDMX