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Client Success Specialist Disability Support
Job Description & How to Apply Below
Become the voice of clarity and support as a Client Success Specialist. In this role, help families navigate the Disability Tax Credit process through compassionate guidance.
As a Client Success Specialist, you will make the first connection with new clients.
Your role includes turning complex questions into simple steps and ensuring clients feel supported throughout their journey. Building lasting relationships is key, as you share in their successes and work closely with tax and medical teams to provide comprehensive care.
Key Responsibilities:
• Be the first contact for new clients to create a positive experience
• Simplify questions about the Disability Tax Credit process
• Build strong relationships with clients until their file is complete
• Celebrate client successes and good news updates
• Collaborate with tax and medical teams for comprehensive support
Requirements:
• Experience in customer service or client-focused roles
• Warm and confident phone demeanor with stressed clients
• Clear written English;
French skills are a bonus
• Comfortable using everyday software and communication tools
• Ability to protect personal and medical information
Help families find clarity in the Disability Tax Credit with your supportive and clear approach.
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