Client Services Analyst

Role Overview

• Independently manage client relationships to ensure our service levels exceed the clients’ expectations
• Prepare for and facilitate client performance updates and presentations, in appropriate format
• Maintain client data integrity within the LoanTracker operating system by pulling and uploading data files from U.S. Department of Education systems
• Monitor client portfolio performance by analyzing dashboard reporting and conducting further research when appropriate
• Prepare and present student-facing webinars upon client request
• Monitor, and occasionally implement, various campaigns/products/services
• Conduct system training with new and current clients
• Perform other duties and responsibilities as assigned

Requirements

• High school diploma or GED
• 4+ years of project coordination, B2B relationship management or related experience
• Advanced MS Office and Adobe skills
• Extreme attention to detail
• Demonstrated ability to work independently and in virtual team environments
• Strong commitment to a growth mindset to drive career development
• Bachelor’s degree in related field or comparable work experience (preferred)
• Prior experience in Financial Aid or other higher education environments (preferred)
• Prior business-to-business service experience (preferred)
• Prior experience describing system functionality, enhancements, or bugs (preferred)
• Demonstrated ability to prepare and present complex ideas (preferred)
• Prior experience developing innovative business solutions (preferred)
• Fluent in Spanish (preferred)

Benefits

• Medical, dental, and vision insurance plan options, with a generous employer subsidy.
• Company paid life & disability insurance, pre-tax flexible spending accounts and robust wellness programs.
• Generous 401(k) plan with a company match up to 6% and additional discretionary contribution potential.
• Holiday time off, paid time off accrual starting at 20 days/year and commuter subsidy.
• Tuition reimbursement up to $10,500/year for approved programs and student loan payment reimbursement up to $4,800/year.
• Up to $5,250 of qualifying education benefits can be reimbursed pre-tax.