Customer Support Agent (CSA) Roles & Responsibilities The CSA supports the Sales team by managing client onboarding, CRM operations, payment follow-ups, refunds, transfers, and operational tracking.
Lead Management: Create, update, assign, and track current, referral, and renewal leads while ensuring accurate allocation.
Client Onboarding & PDMR: Guide current clients through onboarding, follow up on PDMR completion, approve forms, and ensure assignment readiness.
CRM & IT Support: Raise and track system-related tickets, follow up on pending issues, and maintain issue documentation.
Refunds & Transfers: Coordinate approved refunds, collect required details, manage client transfers, and update CRM records.
Installments & Invoices: Send payment reminders, track outstanding installments, coordinate with Finance and Accounts, and manage invoice requests.
Employee Referrals: Track referral leads,



verify eligibility, prepare monthly payout reports, and coordinate with HR and Finance.
Daily Operational Support: Maintain trackers, respond to Sales requests, ensure data accuracy, escalate issues, provide backup support, and identify process improvements.

Role: Sales Support & Operations - Other, Industry Type: Fitness & Wellness, Department: Sales & Business Development, Employment Type: Full Time, Permanent Role Category: Sales Support & Operations Education UG: Any Graduate Key Skills Skills highlighted with ‘‘ are preferred keyskills Customer Support Communication SkillsCustomer ServiceSales ProcessSales AdministrationSales CoordinationCustomer QueriesPost Sales

📌 Customer Support Associate Mumbai
🏢 Luke Coutinho
📍 Mumbai