Description

Join the leader in providing smarter solutions for a safer world.

The property technology space is growing rapidly, and Kastle Systems is leading the way. Kastle Systems is the premier provider of property technology solutions, with a track record of introducing innovative technologies to serve over 460M square feet of real estate globally. Clients span the commercial and multifamily real estate, education, and construction industries and the customers they serve. This is a unique and exciting opportunity for an innovative leader to come in and have an immediate impact. 

At Kastle, the best Client Services Representative is genuinely excited to help customers. You will serve as a daily business contact for an assigned group of customers in a face paced environment, and will be responsible for responding to customer requests, trouble shooting, and resolving issues. You are patient, empathetic, and passionately communicative. You love to solve problems and can put yourself in our customers' shoes. The Client Services Representative is a mastermind of finding creative ways to deliver exceptional client experiences and to resolve complex client problems. This is a great opportunity to learn our business by being on the front lines supporting clients and customers, socializing the Kastle value proposition, and representing client needs and goals within the organization. 

In addition to a great work environment, we provide excellent benefits (Medical/Dental/Vision, 401K, Tuition/Training Assistance, BrightHorizons Lifestyle Assistance, Wellness Program, etc.). We are proud to be a Certified Great Place to Work with awards for being a Top Work Place with Top DE&I Practices!

Key Responsibilities 

• Onboarding Support: 30% 
  Assist with the configuration and setup of customer solutions (such as readers, cameras, monitoring systems, etc.) by following established procedures and checklists provided by senior staff. 
  Help ensure system details are accurate and ready for activation, escalating any discrepancies to the Customer Onboarding Manager. 
• Documentation: 30% 
  Maintain up-to-date and accurate records of customer interactions, onboarding progress, and issues in the CRM system. 
  Assist in drafting and updating customer workbooks and implementation documents as directed by senior team members. 
• Project Coordination: 20% 
  Attend meetings with internal departments (Project Management, Sales, Client Services) to support the onboarding process. 
  Track assigned tasks and deadlines and communicate status updates to the team. 
• Customer Communication: 10% 
  Respond to basic customer questions and provide guidance on initial setup steps, escalating more complex issues to senior staff. 
• Issue Escalation: 10% 

Involve the Onboarding Manager in any questions or potential issues during the onboarding process. 

Qualifications 

• 1 year of experience in customer service, administrative support, or a related field. 
• Strong organizational and time management skills. 
• Excellent written and verbal communication abilities. 
• Attention to detail, especially in documentation and data entry. 
• Willingness to learn CRM systems and new software tools. 
• Ability to work collaboratively with cross-functional teams. 
• Customer-focused mindset and eagerness to learn. 

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