Client Advisor

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Dental Sleep Profits is a small company comprised of tight-knit teams where every individual plays a pivotal role. We pride ourselves in fostering a culture where creativity thrives, ideas are heard, and actions make a direct impact. In this environment, employees often wear multiple hats, allowing for a dynamic exchange of skills and ideas. This blend of closeness and versatility fosters a spirit of camaraderie and collective achievement, where each success is celebrated. DSP prides itself in creating and maintaining a company where each employee is valued, and a work/life balance is encouraged. Our company is growing over 30% per year and we need team members that are looking to grow with us!

Benefits:

• $500 monthly stipend for health insurance
• 80 hours PTO (sick leave included)
• 6 paid holiday days
• Optional work from home on Fridays
• Up to 10 hours of "flex time" per week

Job Overview:

As a Client Success Specialist, you will be the primary point of contact for our clients, ensuring their understanding and success with our products and services. You will build strong relationships with clients, understand their goals and challenges, and collaborate with internal teams to deliver solutions that meet their needs. Your focus will be on driving adoption, retention, and expansion within our client base.

Essential Functions & Duties:

• Serve as the main point of contact for assigned clients, building strong relationships and understanding their needs and objectives.
• Proactively engage with clients to ensure they are maximizing the value of our products/services and achieving their desired outcomes.
• Collaborate with internal teams to address client needs and resolve any issues or concerns in a timely manner.
• Develop and maintain a deep understanding of our products/services, industry trends, and client industries to provide valuable insights and recommendations.
• Conduct regular check-ins and reviews with clients to assess satisfaction levels, identify opportunities for improvement, and drive retention and expansion.
• Act as a client advocate within the company, representing their interests and providing feedback to inform product/service enhancements and improvements.
• Develop and deliver client training sessions and other educational resources to promote product/service adoption and proficiency.
• Track and analyze key metrics and KPIs related to client satisfaction, usage, and retention, providing regular reports and insights to internal stakeholders.
• Must have a personal Facebook account and Oregon Driver’s License
• Special projects and other duties as assigned

This job is for you if:

• You’re outgoing and enjoy speaking with and assisting others
• You’re a self-starter with a great attitude who enjoys solving problems and taking on challenges
• You take ownership of your role and demonstrate your value through dependability and work ethic
• You take a vested interest in your client's successes
• You’re willing to put in the time and effort it takes to develop yourself and grow in your role
• You can think on your feet, enjoy learning new things and researching using online tools
• You communicate clearly and listen carefully. You can explain just about anything to anyone, and you’re capable of successfully providing solutions through chat, email, video, and phone.
• You’re organized and capable of tracking multiple tasks simultaneously

Job Requirements:

• Minimum of two years experience in a customer relations role required.
• Experience with Microsoft Office Suite and Google Workspace required.
• Ability to think strategically about client success, identifying opportunities for growth and improvement.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
• Strong ability to organize and manage multiple daily needs of clients and effective at deploying strategies to ensure needs are met
• Ability to handle confidential information
• Excellent time management skills with the ability to prioritize tasks and meet deadlines.
• Experience in customer relationship management (CRM) tools, leveraging them to optimize client interactions and relationships preferred

The above statements are intended to describe the general nature and level of work being performed by employees assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of employees so classified.