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Client Success Representative

Client Success Representative

Location: Shelton, CT

This is a hybrid position primarily based in Shelton, CT. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires three days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working

We give you a world of potential

If you have a passion for delivering first-class service, and a desire to be part of a globally diverse organization, then you need look no further for your next opportunity!  

The Client Success Representative position is part of the Computershare Governance Services (CGS) business unit. We are the leading global supplier of web-based entity management, board portal, and subsidiary governance solutions. Clients use our software to assist them with administration, governance, and compliance. Leading companies from all market segments look to our team of governance specialists for proactive ways to stay compliant and minimize risk in an ever-increasing regulatory environment. 

A role you will love

The Client Success Representative oversees a book of accounts to expand and retain client profitability through increased client relationship.   In this position, you will be the primary contact for the client in their use of enterprise level software applications for the Corporate Governance and compliance industry. You will have the opportunity to work with specific clients on a regular basis to build a report and gain their trust. They will lean on your expertise and your research to ensure they understand how to use our platform.

This is an exciting position for a person that thrives in an environment that is ever changing and dynamic.

Some of your key responsibilities will include:

  • Establishing a positive relationship as a consultative professional
    • Acts as the “conductor” of services to oversees all major client activities and coordinate
    internal use of resources
    • Works to establish and sustain a strategic plan for managing the client’s use of
    the application 
    • Handles inbound queries through chat, email, and phone from then wider client base
    • Owning client cases from start to resolution
    • Ensure sensitive client issues are resolved effectively 
    • Conduct screenshares and walkthroughs with clients to ensure understanding of best practices and solutions
    • Works independently to problem solve and test possible solutions to client questions
    • Create and maintain all required case documentation on the salesforce CRM system. 
    • Participates in user acceptance testing
    • Travels to client meetings, workshops and industry conferences as needed

    • Attends applicable webinar, product training, and technical training as needed

What will you bring to the role?  

This position is well suited for an individual that likes to build relationships and assist others in understanding how to utilize a product. You are the type of person that likes the technical aspect of programs and software, but also enjoy the relational aspect of helping others. You must also have the ability to communicate professionally while remaining personable. 

Other key skills required for the role include:

  • Track record of acting as a client advocate
  • Innovative and creative thinker
  • Proactive, outgoing, and ambitious!
  • Strong ability in utilizing Microsoft Office
  • Proven track record of “problem-solving” skills
  • Excellent communication and interpersonal skills
  • Ability to work as part of a larger Project team
  • Ability to maintain client satisfaction and effectively manage client expectation
  • Bachelor's degree (B. A.) from four-year college or university; or at least 2 years related experience and/or training; or equivalent combination of education and experience.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. 

Rewards designed for you

Paid parental leave, flexible working and a caring and inclusive culture.

Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision.

Invest in your future with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.

Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.

And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our handbook will help you find out more about our rewards and life at Computershare, visit computershare.com/careers-handbook.