Customer Success Assistant
19 hours ago
Company Benefits:
- 100% Remote Work
- Attendance, Anniversary, and Referral Incentives
- Paid and US Holiday Time Off
- Health Insurance
- Yearly Performance Evaluation
- Monthly Salary: PHP50-55K
- 2+ years of experience with client success, implementations, or customer support.
- Strong written and verbal communication skills.
- Experience in the HR industry or adjacent space.
- Experience in a start-up or small org where there is a constant pursuit of improvement/enhancement/streamlining.
- CRM: Salesforce, Zendesk, and HubSpot
- Project Management Tools: Notion, etc.
- Typeform, Google Workspace
- Create and review customer reports every month
- Assist with any account needs (email deliverability for new accounts, organize documents, store health benefit resources in our coach library, etc.)
- Maintain/update accurate information on accounts in Salesforce and Notion (contract details, employee rosters, etc.)
- Maintain documentation for each customer in their customer portal
- Manage client and coach communication
- Match new clients to coaches
- Assist with coach onboarding and account setup
- Coach transitions and offboarding (assist with any necessary client transfers to new coaches, send clients a new coach when requested, etc.)
- Help manage coach support helpdesk tickets
- Run reports in Salesforce to assess coach performance (contact coaches to update data)
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