Client Product Specialist
Overview
Our client is seeking a Client Product Specialist to bridge the gap between client requirements and internal team execution. This role demands strong organizational skills, a deep understanding of financial products, and excellent communication abilities.
Challenges you would face
- Oversee and manage all client communications across various channels including calls, chats, and email
- Assist clients with basic technical issues, guiding them through solutions and leveraging an understanding of JavaScript and programming logic
- Maintain meticulous documentation and clear communication, creating well-defined tasks based on client requests and keeping internal and external trackers up-to-date
- Own and manage the implementation and updates of client-specific financial rules and calculations within the workflow builder
- Follow and help establish best practices for crisis management, ensuring prompt and effective resolution of client issues
- Work closely with the engineering team to prioritize client requests and follow up on pending tasks, ensuring all client needs are addressed promptly
The ideal candidate
- Proven client management experience with strong written and verbal communication skills
- Basic technical knowledge, comfortable discussing and troubleshooting software products
- Familiarity with JavaScript and basic programming concepts
- Ability to understand and implement complex financial logic
- Experience using low-code tools and working with financial institutions is highly preferred
Plus
- Highly organized with meticulous attention to detail
- Product-oriented mindset with a passion for solving client issues
- Ability to work independently as well as part of a team
- Proactive in learning new tools and technologies
