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OneDigital

Client Services Specialist

OneDigital

Client Services Specialist providing customer support and account optimization for OneDigital clients. Managing inquiries, payroll data entry, and improving client service processes.

Posted 7/14/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service capabilities, with a focus on educating clients about payroll systems and effectively resolving inquiries. Possesses the ability to manage client relationships and improve processes for enhanced client satisfaction.

Highest-signal resume keywords
Customer Service SkillsSaaS ExperienceAttention to DetailTime Management SkillsInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Tools & Technologies
CRM System
Certifications & Qualifications
Associates DegreeBachelor’s Degree Preferred
Industry Keywords
Payroll SupportClient ManagementProcess ImprovementCross-Departmental InteractionClient Service

About the role

Key responsibilities & impact
  • Manage a client list or manage clients out of the service queue and provide exceptional customer service.
  • Research, troubleshoot and resolve client inquiries, as part of ongoing support for your client set.
  • Educate customers on how to use the system to process payroll.
  • Assist clients with payroll support and general inquiries.
  • Participate in the Client Service team meetings.
  • Take incoming customer phone calls from the support queue.
  • Accurately and completely document all customer interactions in our CRM system.
  • Facilitate cross-departmental interaction with other teams, to ensure open communications for the benefit of our clients’ success.
  • Continuously seek out process improvement opportunities and take ownership to implement positive change.
  • Assist in the Distribution function and other areas as needed.

Requirements

What you’ll need
  • Associates degree required
  • Bachelor’s degree preferred or equivalent experience
  • Strong interpersonal and customer service skills
  • Excellent time management skills
  • SaaS experience preferred
  • Ability to learn technology quickly through instruction and self-training
  • Attention to detail & results oriented

Benefits

Comp & perks
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Flexible work arrangements
  • Professional development opportunities