
Platform Operations Associate
1 day ago
We are seeking a seasoned customer-focused professional to support our team and enhance client experience on our platform.
- This role is ideal for someone with attention to detail, excellent communication skills, and a strong drive to help clients succeed.
Key Responsibilities:
- Proactively engage with diverse clients to ensure they are fully functional on our platform, gathering valuable insights for future updates.
- Independently manage communications and account needs for lower-tier accounts, ensuring each client feels supported and operational.
- Support new client onboarding, including setup, introductory training, and troubleshooting inquiries.
- Collaborate with CSMs to address day-to-day account activities, such as user outreach, growing share of wallet, capturing client feedback, and addressing client needs.
- Monitor platform usage, identifying issues or improvement opportunities, and working closely with CSMs to address these and promote client engagement.
- Assist in creating quarterly business review presentations by developing engaging reports, highlighting client health/engagement scores, emerging trends, and the value clients gain from our platform.
- Serve as an initial point of contact for client inquiries, escalating complex issues to CSMs or other teams as necessary.
- Identify potential sales leads through client interactions, supporting sales initiatives.
- Proven experience in customer support, account management, or similar roles.
- Strong organizational skills with attention to detail.
- Excellent communication and interpersonal skills for remote interaction with diverse clients.
- Proficiency with CRM software, Google Workspace, and Microsoft Office.
- Familiarity with data analysis tools is a plus.
- Ability to work collaboratively in a remote team-oriented environment across time zones.
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