Job description

Description The Customer Support Specialist plays a critical role in both client support and client education, ensuring customers not only resolve issues but also gain confidence and proficiency in using our software solutions. This position combines technical troubleshooting with structured training and instructional delivery to drive product adoption, client satisfaction, and long-term success. In addition to resolving client inquiries, this role is responsible for delivering clear, engaging, and effective training to end-users. The ideal candidate is equally comfortable troubleshooting software issues and leading live training sessions via phone or Microsoft Teams. The Customer Support Specialist will provide software support to clients in the use, functionality, and understanding of our products. You will ensure timely resolution of software issues while empowering clients through education, best practices, and practical application of system functionality. This role also supports proactive client engagement by reviewing system usage and identifying opportunities for optimization and expanded product adoption. The ideal candidate demonstrates comfort and fluency in leveraging AI-assisted tools to enhance efficiency, improve response quality, and streamline workflows. This role also requires forward-thinking awareness of how AI capabilities can be incorporated into the product to improve processes, increase automation, and elevate the overall user experience. The Customer Support Specialist is expected to contribute thoughtful insights and recommendations that support continuous product innovation and smarter client workflows. This role requires strong communication skills, analytical thinking, instructional ability, and a professional, client-focused approach. Responsibilities Client Support & Troubleshooting • Provide inbound phone, web, and email software support to resolve client inquiries and problems effectively and efficiently. • Analyze data reports, forms, and application functionality to troubleshoot and resolve basic to moderate software issues. • Utilize AI-powered support tools and internal knowledge systems to assist with issue resolution and improve response efficiency. • Apply critical thinking when leveraging AI-generated insights to ensure accuracy and alignment with company policies and client needs. • Identify opportunities to improve workflows and client support processes through effective use of automation and AI tools. • Recognize patterns in support trends and recommend AI-driven enhancements or workflow improvements that could proactively reduce recurring issues. • Communicate clearly and professionally with all parties involved to manage expectations and ensure positive client outcomes. • Use the company’s client management system to create, track, and document issue details and resolutions. • Assist in establishing issue priorities to ensure timely and effective responses. • Escalate client issues to development or technical teams when appropriate. • Perform Quality Assurance testing for software updates or AI-enabled features to ensure proper functionality. Client Training & Enablement • Deliver engaging, structured training sessions to client end-users via phone, Microsoft Teams, or other virtual platforms. • Translate technical concepts into clear, user-friendly instruction tailored to varying levels of technical proficiency. • Lead live demonstrations of software functionality, guiding users through real-world scenarios and best practices. • Assess client learning needs and adapt training approaches to support adult learners effectively. • Reinforce system adoption by helping clients understand not just “how” to use the software, but “why” processes and best practices matter. • Develop, enhance, and maintain training materials, documentation, job aids, and knowledge resources. • Support onboarding of new clients by facilitating product orientation and foundational training sessions. • Encourage client confidence, independence, and long-term product proficiency. • Conduct periodic audits of client portals and system configurations to evaluate usage patterns, feature adoption, data integrity, and workflow alignment. • Identify underutilized features, configuration gaps, or process inefficiencies and recommend practical solutions to optimize system performance. • Proactively suggest additional capabilities, tools, automation features, or AI-enabled functionality that align with client goals and encourage expanded, more strategic use of the product. • Provide clients with actionable recommendations that help them maximize the full value of the software and strengthen long-term engagement. Professional Growth & Collaboration • Continually expand knowledge of company products, including AI-enabled capabilities and automation tools. • Maintain awareness of emerging AI trends and thoughtfully recommend potential future AI enhancements that could streamline workflows, increase efficiency, and improve the overall user experience. • Collaborate cross-functionally to share client feedback and insights that inform product development, AI integration, and usability improvements. • Demonstrate professionalism, patience, and composure under pressure. • Maintain accurate and detailed documentation within incident tracking systems. • Adhere to company policies and standards. • Perform other duties as assigned. Qualifications • Bachelor’s degree in Education, Information Systems, Business, Communications, or related field preferred; equivalent experience considered. • Strong background in client training, instructional delivery, or education strongly preferred. • Experience leading live training sessions, workshops, or webinars preferred. • Previous experience in software support, help desk, or SaaS environment preferred. • Demonstrated ability to explain technical concepts in a clear, structured, and engaging manner. • Excellent presentation and facilitation skills in virtual environments (Microsoft Teams or similar platforms). • Strong interpersonal skills with the ability to build rapport and trust with clients. • Effective decision-making, analytical, and problem-solving skills in a technical environment. • Strong analytical ability to review system usage, identify optimization opportunities, and provide thoughtful recommendations. • Excellent written and verbal communication skills. • Strong organizational skills and attention to detail. • Comfortable working with software applications, automation tools, and AI-assisted technologies. • Ability to evaluate AI-generated information for accuracy and appropriateness. • Forward-thinking mindset with interest in leveraging AI to improve workflows and product efficiency. • Experience with Microsoft Office, including Teams. • Ability to work independently while collaborating effectively within a team environment. • Genuine desire to help clients succeed and grow in their use of technology.

Requirements

Must-haves

This role requires strong communication skills, analytical thinking, instructional ability, and a professional, client-focused approach.
Client Support & Troubleshooting
Provide inbound phone, web, and email software support to resolve client inquiries and problems effectively and efficiently.
Analyze data reports, forms, and application functionality to troubleshoot and resolve basic to moderate software issues.
Utilize AI-powered support tools and internal knowledge systems to assist with issue resolution and improve response efficiency.
Apply critical thinking when leveraging AI-generated insights to ensure accuracy and alignment with company policies and client needs.
Identify opportunities to improve workflows and client support processes through effective use of automation and AI tools.
Recognize patterns in support trends and recommend AI-driven enhancements or workflow improvements that could proactively reduce recurring issues.
Communicate clearly and professionally with all parties involved to manage expectations and ensure positive client outcomes.
Use the company’s client management system to create, track, and document issue details and resolutions.
Assist in establishing issue priorities to ensure timely and effective responses.
Escalate client issues to development or technical teams when appropriate.
Perform Quality Assurance testing for software updates or AI-enabled features to ensure proper functionality.
Client Training & Enablement
Deliver engaging, structured training sessions to client end-users via phone, Microsoft Teams, or other virtual platforms.
Translate technical concepts into clear, user-friendly instruction tailored to varying levels of technical proficiency.
Lead live demonstrations of software functionality, guiding users through real-world scenarios and best practices.
Assess client learning needs and adapt training approaches to support adult learners effectively.
Reinforce system adoption by helping clients understand not just “how” to use the software, but “why” processes and best practices matter.
Develop, enhance, and maintain training materials, documentation, job aids, and knowledge resources.

Nice-to-haves

Bachelor’s degree in Education, Information Systems, Business, Communications, or related field preferred; equivalent experience considered.
Strong background in client training, instructional delivery, or education strongly preferred.
Experience leading live training sessions, workshops, or webinars preferred.
Previous experience in software support, help desk, or SaaS environment preferred.

Application prep

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Effort: medium