Customer Service Rep LI

Client Services Account Representative (Logicpath)

The Client Services Account Representative position is part of the Logicpath division. The role focuses on engaging, retaining, and driving clients’ understanding of Logicpath’s product offering, C3 Financial, while collaborating with sales, implementation, training, and leadership teams.

• Manage complex and savvy customer needs through support tickets.
• Lead proactive data reviews and use data analysis to drive business impact.
• Partner with sales to identify and pursue customer growth opportunities based on demonstrated value.
• Work with support and product teams to ensure customer feedback is captured and utilized in product development.
• Measure success through retention, expansion, and customer happiness index of a book of business.

• College degree (preferred).
• 3+ years of experience in a client services or professional sales role.
• 1+ year 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).
• Microsoft 365 proficiency (PPT, Word, Excel, etc.).

• Strong relationship‑building skills with a focus on active listening and understanding customer needs.
• Client‑facing leadership and the ability to consult effectively in client meetings and working sessions via Zoom and MS Teams.
• Efficient multitasking with the ability to prioritize, manage time, and handle inbound customer tickets and requests.
• Exceptional communication and presentation skills, communicating clearly and presenting with confidence.
• Empathetic customer‑first mindset, putting others’ needs at the center of every interaction.
• Experience with account expansion and new‑logo sales.
• Confident and engaging communicator with both internal teams and external clients.
• Emotionally intelligent, detail‑oriented, and aware of customer emotions.
• Process‑driven with a growth mindset, following established processes and documenting new practices.
• Adaptable and agile, comfortable shifting between tasks and teams.
• Self‑motivated and time‑conscious, managing your own schedule and meeting deadlines.
• Proactive problem‑solver, identifying and addressing core customer needs beyond reactive responses.

• Competitive Pay
• Industry‑Leading Benefits
• Work from Home Policy
• Quarterly Team Events
• Semi‑Annual Division Events
• Happy Hours
• Retirement Plans & 401(k)
• Employee Recognition & Awards
• Generous PTO

• Month 1
  • Tech & HR setup
  • Set up calendar blocks, email folders, and rules
  • Set up Salesforce dashboards applicable to the position
  • Attend Logicpath’s New Hire Training, learning our history and what makes the Logicpath team unique
  • Attend Unconscious Bias Training, Safety Training, and Sexual Harassment Training
  • Join Product Bootcamp to learn our software and acquire skills for success
  • Begin 1:1s with your manager, understand your 30‑60‑90 day plan, meet & shadow current team members, and review your book of business
  • Set SMART Goals with your manager and develop an action plan to achieve them
  • Meet staff members in Implementation, Sales, and IT (key relationships)
  • Shadow another account representative and document your own playbook (FAQ, How‑to, etc.)
  • Listen, absorb, document, ask questions, and understand
• Month 3
  • Start working with customers and answering level 1 questions via phone/email
  • Become C3 Financial demo certified
  • Be a product expert and walk customers through all aspects of the C3 Financial platform
  • Process tickets in a timely manner
• Month 6
  • Run customer success plans to encourage adoption & process optimization
  • Show quantifiable ROI to customers through success stories
  • Understand deep technical aspects of C3 Financial and educate customers and peers with simplified explanations
• Month 12
  • Set an example for new Client Service Account Representatives and assist in training, onboarding, and motivating new Logicpathers
  • Be a proven self‑starter, gaining speed on complex concepts with minimal assistance
  • Understand the challenges organizations face when implementing new technology and how to manage change

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