Job Purpose:
As a Customer Success Administrator, you will work with the Customer Success team to facilitate and support their administrative tasks and processes. This is an internal role where you will create and submit internal documents for the Customer Success Managers and locate additional and background information on customers when requested. It requires, therefore, outstanding organizational and time management skills as well as fine attention to detail. Many tasks will be completed within Salesforce, so confidence and experience in this tool is preferred.
Responsibilities:
The essential functions include, but are not limited to the following:
Updating customer status:
Review customer account history and update accordingly so all systems have correct records
Submit termination processes and update the relevant systems when needed
Provide other departments with the most relevant and latest customer information upon request
Creating SOPs:
Where needed, you will create and document Standard Operating Procedures (SOPs)
to streamline the processes for the department
Coordination with internal departments:
Work with other departments to confirm customer status and provide customer history
Obtain relevant documents from other departments to complete the holistic customer view
Requirements:
Required Education and Experience:_
Education:
Bachelor’s degree-Field of Study: Business Administration, Hospitality or others.
Experience:
Proven experience in Customer Success or Operations within a global SaaS or enterprise software workplace
Proven ability to organize workload and complete tasks on or before deadlines
Experience with Salesforce is preferred
Skills:
Excellent organizational skills, solid attention to detail.
Excellent written and verbal communication skills.
Intuitive use of technology
Technical Knowledge:
Experience in Microsoft Suite (Outlook, Teams, Excel, Powerpoint) is preferred.
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