Tax Senior Associate focusing on private clients and accounting standards at CBIZ, providing tax and advisory services. Collaborating with team members on multiple engagement assignments.
About the role
- Client Support Associate providing operational support for global clients at Veriforce, a leading supply chain risk management company. Collaborating across teams to ensure high-quality client experiences.
Responsibilities
- Develop a strong understanding of global client needs and demonstrate how Veriforce products and services support those requirements.
- Provide timely and effective client support using Salesforce (or other CRM platforms) and Veriforce proprietary systems.
- Serve as a reliable first point of contact for client inquiries, ensuring prompt and professional communication via email, phone, and virtual meetings.
- Maintain accurate and detailed documentation of all support interactions and activities.
- Proactively identify root causes of issues and collaborate with internal teams to drive resolution.
- Generate, format, and deliver basic client reports using the Veriforce platform and Excel.
- Partner closely with Global Account Managers, Inside Sales, Contractor Support Configuration, and Technical teams to ensure seamless client support.
- Assist with coordination and tracking of support-related escalations impacting global clients.
Requirements
- Previous experience in a customer support or client-facing role.
- Strong written and verbal communication skills.
- Ability to manage multiple tasks, prioritize effectively, and operate in a fast-paced environment.
- Basic understanding of reporting and data analysis.
- Strong problem-solving skills with a proactive, solutions-oriented mindset.
- Demonstrated commitment to delivering high-quality customer service and exceeding client expectations.
- Experience using Salesforce or other CRM platforms.
- Exposure to supporting enterprise or global clients.
- Experience working with SaaS platforms or compliance-based systems.
- Comfort working across different regions and time zones.
Benefits
- Work with a global team! We have colleagues and customers across North America and overseas.
- Veriforce is a great place to work! Our leaders and teams cite culture as one of the top reasons this is a great place to
- 100% paid employee medical and dental insurance
- Monthly contributions to Health Savings Accounts
- A 401(k) match that is immediately fully vested
- Outstanding time off benefits
- Paid time off for volunteer activities
- Remote work
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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