Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4

Customer Experience Specialist

Redtail Technology > Careers > Customer Experience Specialist

Join one of the best Customer Support teams around!

We are a fast-growing company, due in part to our great reputation in customer service. We maintain three offices where we provide exceptional and friendly phone and email support to users of our online products for people in the financial advice industry.

Our management and teams work at developing and keeping a trained and relaxed staff, a great working environment and great benefits.. As part of a growing customer service team, you will be part of our growth curve, with possible opportunities for learning and advancement.

Who you are:

➔ 1+ years customer care support—experience supporting web-based applications preferred
➔ Working knowledge of MS Office—experience in help desk software ideal

Organized: You have strong attention to detail along with organizational, problem-solving, and analytical skills, and the ability to manage priorities and workflow.

Client-focused: You know what it means to see things from the client’s perspective. You keep the user in mind with everything that you do, using phone and email in a timely, courteous and professional manner.

Communicator: You have excellent customer service and inter-personal skills, can communicate with people at all levels and from various backgrounds.

Fast and flexible: You have the ability to manage tasks is a fast-paced, fun environment.

Technical and logical: You love to troubleshoot problems, establish facts, and draw valid conclusions.

Team player: You love working in a team and can’t imagine it any other way. You truly care about the success of your fellow team members. You love to learn and don’t mind taking a few minutes of your time to share what you know.

What you’ll do:

  • Respond to client needs through inbound and outbound technical support calls.
  • Follow up with clients to ensure any questions are resolved in a timely manner.
  • Respond to client needs through an extensive help desk ticketing system.
  • Document all records in relation to the client contacts.
  • Troubleshoot and provide problem resolution.