Customer Onboarding & CRM Operations Associate

Luke Coutinho; United States; Remote; USD 42.000 - 54.000; Vollzeit

Zusammenfassung

Luke Coutinho is seeking a Customer Support Agent (CSA) to assist the Sales team by handling client onboarding, CRM operations, payment follow-ups, refunds, transfers, and operational tracking.

The role includes lead management, onboarding support, CRM/IT tasks, refund and transfer coordination, installments and invoicing, management of employee referrals, and daily operational support to ensure data accuracy and process improvements.

Aufgaben

• Lead management: Create, update, assign, and track new, referral, and renewal leads with accurate allocation.
• Client onboarding & PDMR: Guide new clients through onboarding, follow up on PDMR completion, approve forms, ensure assignment readiness.
• CRM & IT support: Raise and track system tickets, follow up on issues, maintain documentation.
• Refunds & Transfers: Coordinate approved refunds, collect details, manage client transfers, update CRM.
• Installments & Invoices: Send payment reminders, track outstanding installments, coordinate with Finance and Accounts.
• Employee Referrals: Track referral leads, verify eligibility, prepare monthly payout reports, coordinate with HR and Finance.
• Daily Operational Support: Maintain trackers, respond to Sales requests, ensure data accuracy, escalate issues, identify improvements.

Jobbeschreibung

Luke Coutinho is seeking a Customer Support Agent (CSA) to assist the Sales team by handling client onboarding, CRM operations, payment follow-ups, refunds, transfers, and operational tracking.

The role includes lead management, onboarding support, CRM/IT tasks, refund and transfer coordination, installments and invoicing, management of employee referrals, and daily operational support to ensure data accuracy and process improvements.