Serve as the main point of contact for clients via email, phone, and chat, providing timely, accurate, and empathetic responses.
Accurately log, update, and maintain client records, interactions, and support history within our CRM system to ensure data integrity.
Compile, analyze, and generate regular reports on customer support KPIs (such as response times, resolution rates, and client satisfaction scores) to identify trends and areas for improvement.
Assist clients with financial or numerical inquiries, including billing discrepancies, account balances, and basic usage metrics calculations.
Troubleshoot, diagnose, and resolve client inquiries or technical issues efficiently.
Escalate complex technical or data discrepancies to the operations or product teams and follow up to ensure a swift resolution.

1–3 years of experience in client support, customer success, or data-driven customer service roles.
Strong analytical skills and a high level of comfort working with numbers, statistics, and basic financial data.
Proficiency in data management within CRM tools (e.g., Salesforce, HubSpot, Zoho) and advanced skills in spreadsheet software (Excel or Google Sheets) for creating reports, formulas, and data analysis.
Native or professional proficiency in English (both written and spoken) with excellent communication and active listening skills.
Strong critical thinking skills with the ability to identify client pain points and provide data-backed, actionable solutions.
High attention to detail and excellent time-management skills to balance client interaction with administrative and data reporting tasks.

Client Support Specialist

Key skills