The Client Services Application Specialist is responsible for the provision of high-quality client support and service. Responding to and resolving inquiries, educating and training clients on products and services, analyzing and reporting on client information and identifying opportunities for service enhancement.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Train and educate dealers on the utilization of software programs and full website functionalities
- Assist users in the understanding of reports and data
- Troubleshoot and resolve any identified client errors or bugs
- Log and track application issues and gather all required information
- Load OEM files into the application
- Escalate bugs or issues to internal groups, including development teams, account configuration teams and product teams
- Conduct year over year financial statement enhancements, platform changes and updates
- Troubleshoot financial statement submission issues
- Perform regular quality assurance activities
- Translate report and FS labels
- Implement new dealerships and OEMs based on provided information
- Create projections for new fiscal or calendar years
- Create client mock-ups and associated reports
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QUALIFICATIONS, SKILLS, and COMPETENCIES The following education, experience, competencies and behavioral skills are needed to perform this job successfully: Education, Experience and Requirements: - Previous experience in a client or customer service role, preferably in the automotive industry
- Education or certifications in accounting, software or finance an asset
- Knowledge of basic accounting principles
- Basic competency in Microsoft Office, including Excel
- Written and spoken competency in French an asset
Key Skills and Accountabilities: - Strong communication skills, both written and verbal
- Ability to work independently while following established procedures and policies
- Proactively anticipate, troubleshoot and resolve errors and issues
- Deepen and strengthen client relationships and establish trust
- Identify activities, processes and opportunities to improve the client experience
- Ability to adjust priorities and handle time wisely in a fast-paced environment
- Diffuse and manage situations and discussions
- Provide detailed and accurate information to clients, colleagues and leaders
- Work collaboratively with diverse teams
- Think creatively and resourcefully across interactions with various groups
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