Job Description

Company is a leading provider of corporate services and entity management software solutions. With a strong commitment to innovation and client satisfaction, we help organizations streamline their corporate governance, compliance, and legal entity management processes. Our cutting-edge software empowers businesses to stay compliant, reduce risk, and drive operational efficiency.

Key Responsibilities

• Responsible for direct client contact from inception of the order or request through to completion of the project
• Oversee the processing of corporate services orders and following up on open items, including but not limited to:
  • Execution of orders for annual reports, formations, and registered agent services.
  • Create shared folders for corporate services document management.
  • Export full entity reports in excel as requested.
• Promptly communicate with the team informing them of client communication and orders
• Resolve client complaints and work with the team to troubleshoot and address issues quickly
• Lead the team to onboard new corporate services clients ensuring their expectations are met
• Keep the team informed of any issues, problems or requests for pricing or services
• Communicate with the team regarding competitive information, client changes and requests for new software products or corporate services
• Maintain accounts and communicate with them on new software products or corporate services
• Performs other related duties and special projects as assigned to support evolving business needs and strategic priorities

The Corporate Services Specialist will be provided with training on our systems, the technology offered to clients, a CRM solution, and any materials needed to be successful.

Requirements

• Bachelor’s degree in business or a related field preferred
• Minimum of 1-3 years of customer service in a business environment, preferably in the public records industry such as a title company, service company or as a paralegal/legal assistant in a law firm or corporate legal department
• Strong understanding of corporate governance, compliance, and entity management
• Experience in the following markets is preferable:
• Small to medium sized business environments
• Legal related software solutions, products, and services
• Law firm or corporate legal environment
• Detail oriented with a strong ability to multi-task
• Ability to work independently and as part of a team
• Proficiency in MS office suite – basic PowerPoint, Word, Outlook, and Excel