Customer Service Representative

apartmentGlass Lewis Europe Limited placeLimerick scheduleFull-time calendar_month 

Company Overview

Glass Lewis is the world’s choice for governance solutions. We enable institutional investors and publicly-listed companies to make sustainable decisions based in research and data. We cover 30,000+ meetings each year, across approximately 100 global markets.

Our customers include the majority of the world’s largest pension plans, mutual funds, and asset managers, collectively managing over $40 trillion in assets. We have teams located across the United States, Europe, and Asia-Pacific giving us global reach with a local perspective on the important governance issues.

Founded in 2003, Glass Lewis is headquartered in San Francisco, California with additional offices in Kansas City, Missouri; London, U.K.; Paris, France; Limerick, Ireland; Karlsruhe, Germany; Sydney, Australia; and Tokyo, Japan.

Position:

We are looking for a highly motivated and customer-centric Customer Service Representative to join our team. This role is crucial in ensuring a seamless experience for our clients by managing on-boarding, providing ongoing support, and identifying opportunities for up-sells.

The ideal candidate will have a strong interest in finance and technology, excellent communication skills, and a proactive approach to client success.

Responsibilities:

  • Lead the on-boarding process for new clients, ensuring a smooth transition to the Engagement Management Platform.
  • Provide timely and effective customer support, addressing inquiries and troubleshooting issues.
  • Educate clients on best practices for using the platform and inform them about new features.
  • Monitor product adoption and user activity to enhance platform engagement.
  • Analyse client usage data to identify opportunities for up-selling and additional service offerings.
  • Collaborate with internal teams to relay client feedback and contribute to product improvements.
  • Maintain detailed records of customer interactions and issue resolutions.
  • Train existing Glass Lewis CS team on basic client inquiries related to the Engagement Management Platform
Requirements
  • Fluent in English, both written and spoken.
  • Strong interest in finance and technology.
  • Proficiency in Excel for data analysis and reporting.
  • Excellent communication and interpersonal skills.
  • Strong sense of ownership and accountability.
  • Problem-solving mindset with the ability to work independently and as part of a team.
  • Prior experience in customer support, client success, or account management within a SaaS company.
  • Knowledge of ESG and investment-related topics is a plus.

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