Position Summary The Customer Success Specialist is responsible for managing Kaleidoscope's day-to-day relationship with a portfolio of clients. Functions of this essential role include providing unparalleled service to existing clients which exceed their expectations, expanding product and feature add-ons, increasing client engagement and working with account managers to secure renewals and referrals.
Position Responsibilities - Conduct client training and onboarding
- Builds, maintains, and manages ongoing relationships with a segment of clients, while providing ongoing scholarship program service and support
- Actively leading conversations with clients regarding use cases and capabilities, documenting client activity, challenges, milestones, and successes
- Fielding a multitude of client support requests and questions
- Demonstrates a client-focused attitude and proactive engagement
- Provides client follow-up, communication, and issue management, ensuring contractual obligations are met while maintaining client satisfaction
- Meet or exceed key performance metrics
- Serves as a culture champion of Kaleidoscope Group PBC, and works in accordance with Company policies and values
- Maintains regular and reliable attendance
- Performs other duties as assigned
Required Qualifications - High school diploma and at least 2 years of customer support experience. Bachelor's degree preferred.
- Technical proficiency, including experience with Salesforce.com or similar CRM preferred, and Microsoft Office Suite - we use technology platforms all day long.
- Demonstrated ability to meet and achieve professional goals, and achieve timely follow through on commitments - we like self starters and those that can finish!
- Possesses a demonstrated growth mindset; approach challenges as opportunities to improve and grow both self and Company!
- Ability to communicate and collaborate effectively in written and verbal forms - you will be communicating all day, every day!
- Ability to work effectively in a fast-paced, high-growth work environment with rapidly shifting priorities - this is an entry level position, if you can thrive in this fast-paced setting, the sky is the limit!
- Strong analytical and independent problem-solving skills - we like thinkers!
- Ability to pass background study
- Authorized to work in the US for any employer
Kaleidoscope is a cloud-based awards management digital platform enabling organizations to fund, design, administer, and host branded scholarship and grant programs. The platform uses leading technologies to deliver an end-to-end solution for sponsors, organizations, and those they support. Kaleidoscope is building a future where financial aid and funding solutions are smart, cost-effective, and as unique as the applicants they serve. Learn more at www.mykaleidoscope.com.
Our mission is to eliminate financial barriers to an education by mobilizing private sector wealth and deploying funds to students in need. This mission is central to our work in diversity and inclusion. Diverse and inclusive teams have a positive impact on our products and services, and enable us to best serve our diverse customers, partners, team members, and scholars from every background. Varied perspectives help us generate the best ideas to solve the most difficult problems for those we serve. We're proud to be an equal opportunity employer and welcome our employee's differences, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Veteran status, or any other protected characteristic.
We offer a competitive pay and benefits package including an equity option grant for all employees, medical, dental, vision, short term disability, and basic term life insurance, 401(k) with company match, paid parental leave policy, flexible PTO program, and more!
