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Client Diligence Specialist

Company: VirtualVocations
Location: Humble
Posted on: April 1, 2025

Job Description:

A company is looking for a Client Diligence Specialist to support customer success and documentation processes.
Key Responsibilities

Manage and maintain records of incoming client requests and responses
Collaborate with internal teams and coordinate with subject matter experts
Track metrics and report on compliance and policy adherence

Required Qualifications

Bachelor's degree in Business Administration, Marketing, Technology, or a related field
3-5 years of experience in a customer support role
Experience in establishing internal processes and managing SLAs and KPIs
Proficiency with office productivity software, such as Microsoft Office or Google Workspace
Preferred experience with Client Diligence activities and B2B SaaS industry

Keywords: VirtualVocations, Houston , Client Diligence Specialist, Other , Humble, Texas

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