- Manage and grow a portfolio of clients, focusing on retention, engagement, and lifetime value.
- Conduct regular check-ins and relationship management activities.
- Onboard, train, and provide ongoing support to agents on platform usage.
- Advise agents throughout their journey to ensure success and platform adoption.
- Resolve customer queries and provide basic technical and billing support.
- Develop and maintain processes, tutorials, and templates to improve customer experience.
- Collect customer feedback and share insights with Product and Marketing teams.
- Maintain accurate data in the CRM and manage administrative tasks and internal reporting.
Customer serviceCRMCustomer Success+3 more