Client Experience Operations Specialist
8 hours ago
Rise to the challenge
Rise is Canada's complete people management solution that gives employers everything they need to build loyal and productive teams all in one place. We collaborate and co-create to build solutions that completely change how companies of all shapes and sizes manage their payroll, scheduling, time tracking, group benefits, recruitment, onboarding, and more.
At Rise, were changing how work happens and how people work. We'd love for you to join us and experience the most positive, challenging, and transformative part of your career.
Role & responsibilities
Were looking for a sharp, tech-savvy Client Experience Operations Specialist to join our Client Support & Onboarding team. You'll work closely with support agents and implementation specialists to help set up new clients on the Rise platform, validate configuration details, prepare reports, and assist with project tracking.
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.
The Day-to-Day ;
- 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
- A university or college degree in any discipline.
- 2 to 5 years of experience in a support, client operations role. Preferably in Insurance sector
- 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
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