Client Experience Operations Specialist

Job Overview

• Were looking for sharp, tech-savvy Client Experience Operations Specialists to join our team.

• You'll work closely with our onshore team and implementation specialists to help clients on the Rise platform, primarily to validate configuration details, prepare reports, and assist with project tracking.

Role & responsibilities

• Review and validate client configurations to ensure they meet established standards and requirements.
• Assist with updating client records and system configurations based on provided data.
• Generate and maintain reports for internal and external stakeholders.
• Identify inconsistencies or errors in client data and work proactively to resolve them.
• Collaborate with internal teams to keep projects on track.

Preferred candidate profile

• This role is ideal for someone with 2-5 years of experience in a support, operations, or client services function who is highly organized, confident with data, and comfortable using modern software tools.
• Open for PCP training after onboarding.
• Proficiency in supporting software systems, including troubleshooting and configuration.
• Strong proficiency in Microsoft Excel including formulas, pivot tables, and data manipulation.
• Comfortable learning & using tools like Zoho, Zendesk, Asana, Trello, or similar platforms.
• Highly detail-oriented, organized, and able to prioritize tasks effectively.
• Effective time management skills, able to prioritize tasks and meet deadlines in a fast-paced environment.
• Excellent written and verbal communication skills in English.
• Ability to work independently and as part of a team, ensuring alignment with business goals.
• Previous experience in quality assurance or testing environments is a plus.
• Experience in training or supporting end users on software solutions is a plus.