Customer Service Rep LI

Loomis US is a leader in cash management and armored transportation, seeking a Client Services Account Representative for their Logicpath division. This role involves engaging with customers to enhance their understanding of the C3 Financial product, managing customer needs, and collaborating with various internal teams to drive business impact.

Responsibilities:

• Engage, retain and drive our customers' understanding of Logicpath’s product offering, C3 Financial
• Managing complex and savvy customer needs via support tickets
• Leading proactive data reviews
• Using data analysis to drive business impact aligning closely with various departments internally and externally not limited to Sales, Services, Customer Success and Partners
• Partner with sales to identify customer growth opportunities based on demonstrated value
• Help strategize and execute plans to earn additional spend from the customer
• Work with support and product teams to ensure customer feedback is captured and realized in product development

Requirements:

• 3+ years of experience in a Client Services Role or professional Sales role
• 1+ years of experience using a CRM (Salesforce preferred)
• Must have Microsoft 365 experience (PPT, Word, Excel, etc.)
• Strong Relationship-Building Skills – Expertise in cultivating relationships through phone and email, with a focus on active listening and understanding customer needs
• Client-Facing Leadership – Ability to lead and consult effectively in client meetings and working sessions via Zoom and MS Teams
• Efficient Multitasker – Skilled at prioritizing, multitasking, and managing time to handle inbound customer tickets and requests seamlessly
• Exceptional Communication & Presentation Skills – Proven ability to communicate clearly and present with confidence, delving deep to uncover the customer's true objectives
• Empathetic Approach – A customer-first mindset is crucial for success as a Client Service Account Representative; putting others' needs at the center of every interaction
• Driving Measurable Business Growth – Experience with account expansion and/or new logo sales
• Confident & Engaging Communicator – Able to engage and communicate effectively with both internal teams and external clients
• Emotionally Intelligent & Detail-Oriented – Demonstrates emotional intelligence, with a keen attention to detail and awareness of customer emotions
• Process-Driven with a Growth Mindset – Follows established processes while suggesting and documenting new practices in a playbook to enhance team efficiency
• Adaptable & Agile – Comfortable shifting between tasks and teams; flexibility is key in this fast-paced role
• Self-Motivated & Time-Conscious – Highly independent, with the ability to manage your own schedule and meet deadlines effectively
• Proactive Problem-Solver – A customer advocate who goes beyond reactive responses, digging deep to identify and address the customer's core needs
• College Degree (preferred)
• Previous experience in a SaaS/Technology company or fast growing start up preferred
• Experience with web sharing tools (MS Teams and Zoom preferred)