[Hiring] Client Experience Specialist @Intertek

Role Description

The Client Experience Specialist is responsible for supporting the Account Management team as it scales, across renewals support, CRM migration work, and day-to-day client communication. This position blends human and AI-assisted approaches to help drive renewals, plays a key role in Wisetail's ongoing CRM migration, and serves as a responsive point of contact for routine client needs. This is a hands-on generalist position suited to someone early in an account management or client success career who wants broad exposure and a direct hand in shaping how the team operates and scales. This position may travel up to 15% of the time.

• Manage contract renewals by tracking upcoming expiration dates, preparing renewal documentation, and identifying at-risk accounts and growth opportunities for the Account Management team.
• Support CRM migration efforts through data cleanup, record migration, QA testing, and maintaining accurate client and pipeline data throughout the transition.
• Leverage AI tools to draft renewal summaries, contract recaps, follow-up communications, and routine client responses, ensuring all content is reviewed and personalized before delivery.
• Provide day-to-day client support by resolving inquiries directly when possible, routing issues to appropriate internal teams, and assisting with support queue management.
• Prepare client-facing materials, including renewal proposals, account summaries, check-in agendas, and other account management documentation.
• Use AI and productivity tools to summarize meetings, client calls, and internal updates while identifying opportunities to improve processes through automation and AI-driven efficiencies.
• Contribute to client retention, renewal, and satisfaction goals through proactive support, attention to detail, continuous learning, and execution of other assigned responsibilities.

Qualifications

• Bachelor’s degree (or equivalent combination of education and experience) with 2 to 4 years of experience in account management, client success, sales operations, or a similar client-facing role, preferably within a SaaS or technology environment.
• Experience using CRM platforms and AI productivity tools (e.g., ChatGPT, Claude, Copilot) to support communication, organization, and workflow efficiency, with a willingness to continue developing these skills.
• Strong organizational, time management, and problem-solving abilities, with the capacity to manage multiple priorities, adapt to changing deadlines, and work independently in a fast-paced remote environment.
• Excellent customer service, communication, and technical skills; ability to travel up to 15% as needed; and authorization to legally work in the United States for this remote position.

Requirements

• Background in SaaS or technology-driven environments.
• Exposure to CRM migration projects or data cleanup work.
• Hands-on experience using AI tools to support client communication, data organization, or content drafting in a professional setting.
• Ability to work cross-functionally with a variety of teams.

Benefits

• Base wage or salary range for this position is $60,000 - $70,000.
• Medical, dental, vision, life, and disability insurance.
• 401(k) with company match.
• Generous vacation/sick time (PTO).
• Tuition reimbursement.
• And more.