Client Services Associate in Chapel Hill, NC with Greene Resources

Date Posted: 9/9/2019

Job Snapshot

Job Description

Job Number: 33586

Client Services Associate

Job Description:

Our client, a company providing a premier benchmarking platform for higher education, is looking for a Client Services Associate to join their team. The Client Services Associate (CSA) provides direct client implementation support to the Client Services Manager (CSM) role. This is a full time, direct hire position based in Chapel Hill, NC.


  • Perform detailed analysis to determine member operational peers.

  • Prepare and update Member Fact Sheets.

  • Support the CSM in summarizing and analyzing university data for important insights to include in the final readout report.

  • Lead the effort on entering university characteristics and entered analysis factors for new universities.

  • Support the CSM in developing a methodology for determining and entering contracts, foundation, and system costs into the platform.

  • Prepare for division/department organization mapping (org mapping) by creating preliminary university organization map based on information on university websites.

  • Assist in Organizational Classification, Title Grouping, Sub-Grouping and complex mapping use cases as needed to ensure project implementation timelines are met.

  • Assist in the QA / QC process for other member universities to ensure cross consortium consistency.

  • Provide oversight and coaching to the RA team so that they efficiently and consistently map university data using company best practices.

  • Provide back-up to ensure overall client member implementation continuity with the expectation that the CSA can effectively keep the project moving if the CSM is out for an extended period.

  • Attend important client meetings and take detailed notes as needed for PipeDrive to ensure important qualitative aspects of the implementation are properly documented.

  • From time to time oversee assigned tasks related to a specific project or initiative. Projects might include research on competitive offerings, portfolio insights or analysis.

Education Requirements:

  • Bachelor's degree required

Desired Background/Skills:


    • Basic knowledge of university operational and finance related functions

    • Ability to interact with and effectively work with multiple CSMs

    • Energetic and able to work well in a fast-paced and changing environment

    • Effective verbal communications

    • Ability to use basic web research techniques

    • Able to prioritize multiple tasks without compromising quality

    • Able to work independently with minimal supervision

    • Flexible, accountable and a team player

    Other Information:

    • Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.