Job Description
1. Support sales and services operations by completing assigned tasks and cases in Salesforce queues, processing Compass/LR forms, and recording account-related activities in internal systems.
2. Manage daily account and customer maintenance, including Tier 3 customer email responses, faculty reach outs (planned/requested), and miscellaneous requests.
3. Ensure data integrity and quality across reporting systems to provide accurate and consistent information for key metrics tracking.
4. Support and implement team initiatives such as customer journey enhancements, account maintenance, and product usage monitoring.
5. Coordinate and schedule meetings for Customer Success Managers (CSMs) and provide back-office support to the sales team as needed.
6. Collaborate with sales, service, and enabling functions (onshore/offshore stakeholders, IT, HR, Finance, etc.) to improve processes, procedures, and overall efficiency.
7. Document and mai...
2. Manage daily account and customer maintenance, including Tier 3 customer email responses, faculty reach outs (planned/requested), and miscellaneous requests.
3. Ensure data integrity and quality across reporting systems to provide accurate and consistent information for key metrics tracking.
4. Support and implement team initiatives such as customer journey enhancements, account maintenance, and product usage monitoring.
5. Coordinate and schedule meetings for Customer Success Managers (CSMs) and provide back-office support to the sales team as needed.
6. Collaborate with sales, service, and enabling functions (onshore/offshore stakeholders, IT, HR, Finance, etc.) to improve processes, procedures, and overall efficiency.
7. Document and mai...