Opens an external site
- Employment type
- Full-time
- Experience level
- Entry, Junior · 0+ years
- Minimum education
- Bachelor’s degree
- Posting language
- English
- Working hours
- 40 hours per week
- Office presence
- 4 days per week
Job summary
The Associate will serve as the primary point of contact for client inquiries via the helpdesk and assist with onboarding new clients and project implementation. They will also contribute to product documentation, testing, and the preparation of data for business reviews.
Job details
Position: Associate, Client Service Employment Type: Full Time Permanent Vacancy Status: Existing Vacancy Location: Richmond Hill, ON (Onsite) Octacom, a division of DCM, is an enterprise software and services company focused on document and data management solutions. Octacom specializes in document management and workflow automation software, as well as document imaging and data capture services. Octacom’s core solutions focus on large scale digitization and financial process automation, enabling large enterprise clients across a wide range of industries to streamline and optimize their Accounts Payable and Accounts Receivable processes. The Role As an Associate, Client Service, you’ll play a key part in ensuring our clients receive outstanding support and seamless service, from onboarding new clients to managing ongoing requests and changes. This is an onsite role working Monday to Friday in our Richmond Hill office. There will be an option to work remotely for 1 day per week after a successful probation period. Key Responsibilities * Serve as the primary point of contact for client inquiries via HubSpot-based helpdesk and resolve issues independently or by coordinating with internal teams as required * Assist with onboarding new clients, implementing new projects, and executing change requests with accuracy, while frequently monitoring internal processes for continuous improvement * Contribute to documentation, planning and testing for new product rollouts * Build a deep understanding of Octacom’s services to effectively provide informed responses, solutions, and support to clients * Participate in client meetings as needed and attend educational events to stay updated on industry best practices * Support Monthly and Quarterly Business Reviews by collecting and analyzing client data and preparing presentation materials Skills & Experiences * Bachelor’s degree in Business, IT, Communications or related field with 1-3 years of experience in client support or IT support * Experience in a B2B IT or document/data management environment is an asset * Excellent written and verbal communication skills, with high attention to detail and problem-solving skills * Able to work effectively independently and collaborate with cross-functional teams * Proactive and accountable with continuous improvement mindset, focusing on positive client experience * Proficient in Microsoft Office Suite What we offer * Comprehensive healthcare, dental, and vision coverage for you and family starting on first day of work * 3 weeks of vacation annually * Collaborative and supportive work environment where your ideas are valued and your impact is visible Compensation $45,000 – $50,000 CAD per year The compensation range listed reflects the expected compensation for the role. Actual compensation will be determined based on individual skills and experience. If you don’t meet every requirement listed above, we still encourage you to apply. We’re interested in the diverse experience, potential, and perspective you can bring to the team. Octacom, a division of DCM, is committed to equal employment opportunity, employs and does not discriminate against all qualified persons without regard to race, colour, religion, national origin, sex, age, disability, or any other classification protected by applicable federal and provincial laws. Should you require any accommodation throughout the recruitment and selection process, please get in touch with us through the form at the bottom of the page (https://www.datacm.com/about-us/lifedcm/ [https://www.datacm.com/about-us/lifedcm/]), so that we can ensure your equal participation.
What you’ll do
The Associate will serve as the primary point of contact for client inquiries via the helpdesk and assist with onboarding new clients and project implementation. They will also contribute to product documentation, testing, and the preparation of data for business reviews.
Requirements
Candidates must hold a bachelor's degree in Business, IT, or Communications with 1-3 years of experience in client or IT support. Proficiency in Microsoft Office and strong communication skills are required, with B2B experience considered an asset.
Benefits
- Healthcare coverage
- Dental coverage
- Vision coverage
- Vacation
Listed skills
- Problem solving · Preferred
- Collaboration · Preferred
- Attention to detail · Preferred
- Data analysis · Preferred
- Communication Skills · Preferred
- Microsoft Office Suite · Preferred
- data management · Preferred
- Workflow Automation · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Client support
- IT support
- HubSpot
- Helpdesk
- Document management
- Data management
- Workflow automation
- Communication skills
- Problem-solving
- Microsoft Office Suite
- Project implementation
- Data analysis
- B2B support
- Attention to detail
- Collaboration
- Document Management
- Finance Automation
- Client Support
- Workflow Automation
- Planning
- Accounts Payable
- Accounts Receivable
- Business To Business
- Management
- Change Requests
- Communication
- Continuous Improvement Process
- Data Management
- Digitization
- Document-Oriented Databases
- Document Imaging
- Help Desk Support
- Problem Solving
- Microsoft Office
- New Product Development
- Presentations
- Verbal Communication Skills
- HubSpot CRM
- Data Capture
- Coordinating
- Enterprise Application Software
- Detail Oriented
Job areas
- Customer Service & Support
- Software
- Technology
- Finance & Accounting
- Administrative
- Associate Client Service Manager
- Client Service Representative / Associate
- Inquiry Clerks
- Customer Service Representatives
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