Role overview
Support customer accounts by coordinating with internal service teams, answering questions, and helping customers use software products effectively. The role combines day-to-day service workflows with account health analysis, careful documentation, and guidance for less experienced analysts.
Responsibilities
- Serve as an operational contact for customer accounts and coordinate requests with service delivery teams.
- Review account health, usage, and operational dashboards, then share insights that can improve the customer experience.
- Respond to customer questions by phone and email, troubleshoot issues, and explain useful processes or practices.
- Complete daily workflows to quality and performance standards, record interactions accurately, and resolve or escape recurring issues.
- Maintain team reference materials and coach newer analysts on customer communication and engagement.
Requirements
- High school diploma or equivalent, with 1–2 years of experience.
- Technical understanding of software products and working knowledge of Excel, Word, and PowerPoint.
- Strong customer service, written and verbal communication, and attention to detail.
- Ability to follow documented procedures, handle sensitive information with integrity, and meet quality and productivity measures.
- Able to prioritize multiple tasks, adapt to changing processes, and support junior analysts.
- Experience in a collaborative team environment; CRM experience is preferred.
Benefits and work setup
- Remote position with a Monday–Friday schedule aligned to 8 a.m.–5 p.m. Eastern Time; travel may reach 15% annually.
- Listed hourly pay range: $21.63–$26.92. Benefits include health, vision, and dental coverage, life and accident insurance, 401(k) matching, paid time off, and education reimbursement.