Technical Account Specialist (Client Onboarding & Support)

Posted 6 Days Ago
Be an Early Applicant
Philippines
Entry level
Financial Services
The Role
The Technical Account Specialist is responsible for client onboarding, providing CSV support, conducting data audits, and managing credit bureau credentialing. The role requires collaboration with property managers and a focus on ensuring client satisfaction through effective communication and support.
Summary Generated by Built In

The Technical Account Specialist plays a pivotal role in supporting our clients' success by providing comprehensive onboarding assistance, CSV support, and dashboard audits. This role requires close collaboration with property managers, regular meetings, and credit bureau credentialing to ensure smooth operations and customer satisfaction. Additionally, the Specialist will uphold responsibilities, contributing to a seamless client experience by aligning with the high standards and processes outlined.

Key Responsibilities:

  • Coordinate and oversee the client onboarding process, ensuring all necessary steps are completed efficiently and effectively in collaboration with partners. 
  • Provide CSV file support, including uploads, troubleshooting, and issue resolution.
  • Collaborate with property managers during meetings to address their specific needs and provide guidance on our services.
  • Conduct detailed audits of client dashboards to ensure data accuracy and resolve discrepancies.
  • Handle credit bureau credentialing, managing the process from initiation to completion.
  • Align with customer experience responsibilities as outlined, ensuring consistent support and communication with stakeholders.
  • Perform regular data cleanups to maintain system integrity and facilitate optimal client outcomes.
  • Act as a trusted advisor to clients, delivering top-tier support and maintaining long-term relationships.
  • Partner with team members to support revenue targets.

Qualifications:

  • Strong technical aptitude with experience in data management and troubleshooting.
  • Proven ability to handle onboarding processes and provide excellent client support.
  • Exceptional communication and interpersonal skills to engage with property managers and team members effectively.
  • High attention to detail, particularly with data audits and CSV file handling.
  • Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
  • Previous experience in a similar customer success or technical support role is preferred.
  • Proficiency in using CRM systems and other relevant software tools.
  • Ability to work night shift in PH

This position is integral to ensuring our clients have a seamless experience and achieve success with our solutions. If you are detail-oriented, technically proficient, and passionate about customer support, we invite you to apply.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. 

© Esusu Inc. All rights reserved, Esusu is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, gender identity, sexual orientation, age, disability, veteran status, or other applicable legally protected characteristics. We encourage people of different backgrounds, experiences, abilities, and perspectives to apply.

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The Company
HQ: New York, NY
149 Employees
On-site Workplace
Year Founded: 2016

What We Do

Esusu is the leading financial technology platform helping individuals save money and build credit. Founded in 2016, Esusu is at the forefront of paving a permanent bridge to financial access by providing financial solutions for low-to-middle income consumers. Esusu's groundbreaking rent reporting platform captures rental payment data and reports it to credit bureaus to boost credit scores. This allows tenants to build and establish their credit scores while helping property owners attract tenants, reduce turnover, and improve collections to increase their operating income. Esusu creates the community and systems needed to build credit and thrive. Learn more at www.esusurent.com and follow us on Instagram and Facebook @myesusu and on Twitter @getesusu.

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