Customer Service Rep LI

Logic Path, 3325 Paddocks Pkwy, Suwanee, Georgia, United States of America

Client Services Account Representative

Logicpath is looking for an experienced customer‑facing professional to engage, retain and drive our clients’ understanding of Logicpath’s product offering, C3 Financial. The role supports sales, implementation, training and leadership, and will be measured on retention, expansion and customer happiness.

On a day‑to‑day basis you will manage complex customer needs via support tickets, lead proactive data reviews, use data analysis to drive business impact, and collaborate closely with Sales, Services, Customer Success and Partners. You will partner with sales to identify growth opportunities, help strategize and execute plans for additional spend, and work with support and product teams to capture and realize customer feedback in product development.

• College Degree (preferred)
• 3+ years of experience in a Client Services Role or professional Sales role
• 1+ years of experience using a CRM (Salesforce preferred)
• Previous experience in a SaaS/Technology company or fast‑growing start up preferred.
• Experience with web sharing tools (MS Teams and Zoom preferred)
• Must have Microsoft 365 experience (PPT, Word, Excel, etc.)

• Strong Relationship‑Building Skills – Expertise in cultivating relationships via phone and email, active listening.
• Client‑Facing Leadership – Ability to lead and consult effectively in client meetings via Zoom and MS Teams.
• Efficient Multitasker – Skilled at prioritizing and managing time to handle inbound tickets.
• Exceptional Communication & Presentation Skills – Clear communication and confident presentation.
• Empathetic Approach – Customer‑first mindset.
• Driving Measurable Business Growth – Experience with account expansion and new logo sales.
• Confident & Engaging Communicator – Effective communication with internal teams and external clients.
• Emotionally Intelligent & Detail‑Oriented – Emotional intelligence, attention to detail.
• Process‑Driven with a Growth Mindset – Follow established processes, suggest new practices.
• Adaptable & Agile – Comfortable shifting between tasks and teams.
• Self‑Motivated & Time‑Conscious – Independent, manages own schedule and meets deadlines.
• Proactive Problem‑Solver – Advocates for customers, digs deep to identify core needs.

• Setup calendar blocks & email folders and rules
• Setup Salesforce dashboards applicable to position
• Attend Logicpath’s New Hire Training, Unconscious Bias Training, Safety Training, Sexual Harassment Training
• Join the Product Bootcamp to learn software
• Begin 1:1s with manager, understand 30‑60‑90 day plan, shadow current team
• Set SMART goals and develop action plan
• Meet staff in Implementation, Sales, IT
• Shadow another account representative, document playbook with FAQs
• Listen, absorb, ask questions, understand

• Start working with customers and answering level 1 questions via phone/email
• Be a product expert, walk customers through C3 Financial platform
• Process tickets in a timely manner

• Run customer success plans to encourage adoption & process optimization
• Show quantifiable ROI to customers in success stories
  
  Deepen technical understanding of C3 Financial and educate customers and peers

• Set an example for new representatives; assist in training, onboarding, motivating new Logicpathers
• Be a proven self‑starter, rapidly master complex concepts
• Understand challenges of implementing new technology and manage change

Loomis is an Equal Opportunity Employer and Drug Free Workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status, or disability.

Logic Path, 3325 Paddocks Pkwy, Suwanee, Georgia, United States of America