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Client Success Specialist

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CUSG

51 - 200 employees

💸 Finance

📣 Marketing

☁️ SaaS

Finance • Marketing • SaaS

CUSG is a company focused on empowering businesses through innovative technology, marketing, and human resources solutions. They provide a range of services including web design and hosting, digital accessibility, financial calculators, managed IT, cybersecurity, marketing automation, and advertising services. Their solutions cater mainly to the credit union industry, offering tools for financial empowerment like rewards programs and savings initiatives. CUSG aims to help businesses grow by maintaining strong customer relationships and building brand ambassadors through tailored and impactful solutions.

📋 Description

• Provide answers and solutions to clients via phone, email, and chat • Document all client interactions in the Customer Service Management (CRM) • Research questions and solutions using various tools and collaborate with team members • Test potential application defects and document and communicate them to the product development team • Participate in application testing to ensure software updates and defect fixes are ready for release • Assist in creating product documentation, including articles, videos, and presentation or training tools • Develop understanding of customer service processes and operating procedures • Establish and maintain working relationships with MCUL and Affiliate personnel and management • Perform other duties as assigned

🎯 Requirements

• High school diploma or equivalent required • College training in business, human resources, IT, or a related field preferred • Minimum 2 years of customer service experience required • Financial services, credit union, and/or human resources experience preferred • PHR, SHRM-CP, or equivalent experience preferred • Excellent written and oral communication and customer service skills • Ability to work well in a team environment and independently • Strong problem-solving and task-management skills • Strong interpersonal skills • Position may require light travel as needed to support clients and/or attend company events

🏖️ Benefits

• Medical, dental, and vision insurance • Short- and long-term disability insurance • Life insurance • HSA and FSA options • Opt-out credit for waiving health insurance coverage • 401(k) plan with 5% company contribution • Vacation, volunteer time, parental leave, and holidays, including floating holidays • Discretionary year-end bonuses • Annual merit increases based on performance • Flexible remote and hybrid work options • Ongoing learning and development opportunities • Wellness programs • Pet insurance • Team member discounts • Opportunities to engage, connect, and make an impact

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