- Partner with the Director of Customer Success and Account Managers to assist in the setup, onboarding, and ongoing support of institutional and group accounts
- Set up and manage student purchase links for group programs
- Serve as the first point of contact for faculty, administrators, and students
- Work with internal cross-functional teams, including Engineering and Technology, to identify and resolve customer issues
- Deliver a smooth onboarding experience by guiding faculty and administrators
- Maintain accurate records in Salesforce and other internal systems
- Gather, organize, and share customer feedback with internal stakeholders
- Create and maintain support materials, including written guides, videos, and FAQs
- Provide monthly reporting on group link usage and protected group sales data
SalesforceCustomer serviceAccount Management+4 more