Client Services Coordinator

1+ years of experience in customer success, account management, or customer support, preferably in financial services or construction-related industries
Strong interpersonal and communication skills, with the ability to build relationships and effectively convey complex financial concepts to customers
Problem-solving mindset with the ability to resolve customer issues in a professional and timely manner
Ability to thrive in a fast-paced, team-oriented environment and manage multiple customer accounts simultaneously
Strong organizational skills and attention to detail
A proactive, customer-first attitude with a passion for providing outstanding service
Excellent written and oral communication

Serve as the primary point of contact for subcontractors enrolled in the GC partnership program, ensuring they have an excellent experience from onboarding to ongoing support
Provide proactive support to subcontractors, assisting with enrollment, payment inquiries, and troubleshooting any issues related to the program
Educate customers on the program’s benefits, requirements, and payment processes to maximize adoption and satisfaction
Manage ongoing communication with subcontractors, ensuring they have the necessary resources and support to utilize the program effectively
Collaborate with GC contacts to escalate and resolve customer issues in a timely manner
Maintain detailed and accurate customer records in CRM tools such as Salesforce
Identify opportunities to upsell or cross-sell additional Billd financial products based on subcontractor needs
Assist in refining and improving customer success processes to enhance overall efficiency and customer satisfaction
Deepen relationships with existing customers and manage accounts for long term customer success through a customer first approach

Preferred familiarity with technology tools such as Salesforce, Slack, Outreach
Experience in construction finance, payments, or subcontractor relationships is a plus