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Customer Service Specialist

Location: Guadalajara, Mexico

Type: Contractor/Full-time

The Role

As a Customer Service Specialist at our organization, you will be an integral part of the Scaled Customer Success team, primarily focusing on support tickets requiring account-related questions and in preparing documents for renewal proposals and quarterly business reviews for our customers. You will be responsible for addressing general inquiries, providing basic technical assistance, and ensuring customer satisfaction. This role involves collaboration with both the Support group and specialized teams.


What You'll Do

Member of Scaled Customer Success Team:

  • Provide prompt and courteous responses to general customer inquiries in alignment with our current customer service level agreements (SLAs).
  • Collaborate with team members within the Support or Customer Success groups to address customer inquiries and issues.
  •  Actively participate in team meetings and training sessions to stay informed about product updates and improvements.

    Specialized Tasks:

  • Our Scaled Customer Success program manages a high volume of accounts using a one-to-many approach. As a part of this team, you will assist the Scaled Customer Success Managers in preparing data and presentations related to annual renewal proposals as well as quarterly business reviews as well as responding to and resolving customer inquiries regarding their account with Ottimate.
  • Collaborate with experts in specific areas to address complex customer issues in a singular group.
  • Escalate issues to leadership as necessary to ensure a high level of customer satisfaction with our product and service levels

    Oversight and Assistance:
  • Seek oversight and assistance from managers when addressing challenging customer queries or technical issues.
  • Collaborate with higher-level team members to enhance skills and knowledge in the resolution of customer problems.
  • Previous experience in a customer-facing role is preferred.
  • Basic understanding of technical support concepts and troubleshooting techniques.
  • Strong communication skills with the ability to convey technical information in a clear and concise manner.
  • Collaborative mindset and willingness to seek assistance and guidance when needed.
  • Familiarity with Jira, Freshdesk, Salesforce, Maxio or similar systems is a plus.
  • Familiarity with Accounting terminology is a plus.
  • Familiarity with ERP Integrations is a plus.

Average salary estimate

$40000 / YEARLY (est.)
min
max
$30000K
$50000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Customer Service Specialist, Ottimate

As a Customer Service Specialist at our organization, you’ll be stepping into a vibrant role in our Scaled Customer Success team, dedicated to helping customers navigate their account-related queries. Your primary focus will be on handling support tickets and prepping essential documents for renewal proposals and quarterly business reviews. Imagine being the go-to person for addressing customer inquiries and providing basic technical support, all while keeping customer satisfaction at the forefront of your responsibilities. You'll collaborate with diverse teams, ensuring that you’re not just resolving inquiries but also participating in team meetings to stay updated on product enhancements. The environment is dynamic and engaging, perfect for someone passionate about customer service. If you enjoy working with a variety of accounts and thrive in a one-to-many approach, this is the role for you! You’ll assist our Scaled Customer Success Managers in crafting compelling presentations and data analyses for renewals while also addressing complex customer issues through teamwork. Support from team leaders will be at your fingertips whenever you need it! Preferred skills include prior experience in a customer-facing role, a basic understanding of technical support, and strong communication skills. Plus, familiarity with tools like Jira, Freshdesk, or Salesforce can give you a leg up. Join us in making a meaningful impact through exceptional customer service!

Frequently Asked Questions (FAQs) for Customer Service Specialist Role at Ottimate
What are the key responsibilities of a Customer Service Specialist at our organization?

The Customer Service Specialist at our organization is responsible for managing support tickets related to customer accounts, preparing renewal proposals, and conducting quarterly business reviews. This role also involves responding promptly to inquiries, collaborating with the Support team, and participating in meetings to stay updated on service improvements, all while ensuring high customer satisfaction.

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What qualifications are necessary for the Customer Service Specialist position at our company?

For the Customer Service Specialist role at our organization, previous experience in customer service is preferred. Candidates should possess strong communication skills, a basic understanding of technical support concepts, and a willingness to collaborate with team members. Familiarity with systems like Jira and Salesforce, as well as knowledge of accounting terminology, are advantageous.

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How does the Scaled Customer Success team function and what is its significance?

The Scaled Customer Success team plays a crucial role in managing a large volume of customer accounts using a one-to-many approach. This allows the Customer Service Specialist to effectively address customer inquiries, assist with account issues, and contribute to strategic proposals, thereby enhancing overall customer experience and satisfaction.

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What tools and systems should a Customer Service Specialist be familiar with?

A Customer Service Specialist at our organization should be familiar with tools like Jira, Freshdesk, and Salesforce, as these platforms facilitate tracking customer interactions and problem resolution. Additionally, having knowledge of ERP integrations and accounting terms can further enhance effectiveness in this role.

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What is expected of the Customer Service Specialist in terms of team collaboration and support?

The Customer Service Specialist is expected to actively collaborate with both the Support and Customer Success teams. This includes seeking assistance from managers for challenging inquiries and working with fellow team members to develop solutions. Engagement in training sessions is also crucial for continuous improvement.

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Common Interview Questions for Customer Service Specialist
What motivated you to apply for the Customer Service Specialist position?

When answering this question, highlight your passion for customer service, your desire to help people resolve issues, and your interest in the specific goals and values of the organization. Make a connection between your skills and how they align with the mission of the Customer Service Specialist role.

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How would you handle a difficult customer inquiry?

To effectively respond to this question, demonstrate your problem-solving skills and emotional intelligence. Share a specific example where you used active listening to understand the issue, remained calm, and communicated clearly, ultimately resolving the customer's concern successfully.

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Can you describe your experience with technical support?

Discuss any experience you have in technical roles, emphasizing your understanding of troubleshooting techniques. If you haven't had direct experience, focus on your eagerness to learn and adapt to technical challenges, mentioning any related coursework or certifications.

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What strategies would you use to ensure high customer satisfaction?

In your response, mention the importance of prompt and courteous responses, thorough problem resolution, and proactive communication. You might also highlight how collaboration with colleagues and continuous learning contribute to your ability to enhance customer satisfaction.

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How do you prioritize multiple customer inquiries effectively?

Explain your approach to triaging customer inquiries based on urgency and complexity. Mention the tools you use to keep track of requests and how you communicate timelines to customers, ensuring they remain informed during the resolution process.

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What role does teamwork play in a Customer Service Specialist's job?

Highlight the significance of collaboration in providing efficient customer support. Share examples that showcase how teamwork has helped you resolve complex issues or improve processes, demonstrating your commitment to being a team player.

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Can you give an example of how you dealt with a technical issue in your previous role?

Provide a specific instance where you successfully resolved a technical issue, detailing the steps you took and the outcome. Your answer should exhibit your problem-solving abilities, attention to detail, and resourcefulness in finding solutions.

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What do you think is the most important quality for a Customer Service Specialist?

When answering this, emphasize empathy and communication. Discuss how these qualities help in understanding customer needs and building lasting relationships, which leads to exceptional customer service and satisfaction.

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How do you keep yourself updated on product or service changes?

Convey your commitment to continuous learning by discussing how you stay informed through training sessions, team meetings, and company communications. Mention your proactive approach in seeking knowledge that enhances your capability as a Customer Service Specialist.

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What systems are you familiar with that are beneficial for a Customer Service Specialist?

List relevant systems you have experience with, such as Salesforce, Jira, or Freshdesk, and explain how these tools support efficient customer service processes. Even if your experience is limited, express your willingness to quickly learn and adapt to new systems.

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ottimate (formerly plate iq) is the leading ap automation ai. ottimate is ap automation ai that provides a smarter way for ap managers, approvers, controllers, and cfos to work through the entire invoice lifecycle. with mature deep learning capab...

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Full-time, remote
DATE POSTED
March 22, 2025

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