Client Operations Support Specialist

Posted 4 Days Ago
Be an Early Applicant
Arlington, TX
Entry level
Information Technology • Legal Tech • Professional Services • Business Intelligence
The Role
The Client Operations Support Specialist is responsible for providing exceptional customer service by answering inquiries from customers and sales representatives, assisting with subscription modifications, and documenting interactions in Salesforce. Key duties include onboarding customers, maintaining accounts, qualifying leads, and supporting sales teams while managing multiple projects with attention to detail.
Summary Generated by Built In

You are responsible for answering incoming questions and calls from our customers and sales representatives. You will play an essential part in providing world-class customer service for the organization by efficiently field requests directly from customers and Sales & Service colleagues. You will respond to a range of inquiries regarding such topics and processes as answering pricing questions, assisting with subscription modifications, updating account information, distributing leads, and providing and completing forms and paperwork required by customers.

What you will do:

  • Answer incoming customer phone calls or emails and take appropriate actions for each query.
  • Deliver onboarding sessions for new and existing customers.
  • Serve as a liaison between customers, sales, and our operational departments addressing customer requests.
  • Perform account maintenance and action subscription modifications upon request.
  • Document customer interactions and actions taken into Salesforce to ensure each case record is fully updated.
  • Qualify and distribute leads to Sales.
  • Participate with Sales in conference calls as needed.
  • Help support Sales by directing/educating representatives on using internal systems, processes, and policies to action their business objectives correctly.
  • Support the handling of multiple projects simultaneously while maintaining sharp attention to detail in the day-to-day role.
  • Attend training to stay updated on subscription, account, sales process/policy changes

You need to have:

  • 1 year of demonstrated client-facing experience.
  • Superior interpersonal and communication skills as well as solid writing skills.
  • Ability to meet deadlines, work independently, take the initiative, and follow through with requests.
  • Demonstrated experience in problem-solving.
  • Demonstrated client-First mindset.
  • Demonstrated experience in handling customer objections.
  • Ability to work a flexible schedule within Bloomberg Industry Group hours of operations. 
  • College degree preferred with coursework in business, marketing, sales, or related field.

Equal Opportunity

Bloomberg Industry Group maintains a continuing policy of non-discrimination in employment. It is Bloomberg Industry Group’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (“Protected Characteristic”). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics (“Discrimination”).

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The Company
HQ: Arlington, VA
1,392 Employees
On-site Workplace

What We Do

Bloomberg Industry Group empowers professionals in government, law, tax, and accounting with the news, data, and analysis they need to take decisive action and make the most of every opportunity. Bloomberg Industry Group is an affiliate of Bloomberg L.P.

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