SaaS Customer Onboarding & Support Specialist

Directors Investment Group; Abilene (TX); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Employer-paid health coverage

401(k) matching

Life insurance

On-site clinic

24-hour fitness center

Free fresh fruit and beverages

Corporate university

Book studies

Personal growth opportunities

Job summary

Directors Investment Group (DIG) in Abilene, TX is seeking a self-motivated Customer Service (Operations Support) Specialist to configure the Passare online platform and provide skip-level customer support. This full-time role collaborates with sales and support teams to achieve customer satisfaction and fast-paced growth.

Responsibilities include phone/email support, platform configuration, data loading and tagging, and webinar training with customers, leveraging the company’s knowledge base

Qualifications

• High school diploma or equivalent.
• Preferred 2 years experience in customer support or operations.

Responsibilities

• Provide phone and email customer support.
• Answer troubleshooting calls, build platform knowledge and provide technical assistance.
• Create and manage configurations of the Passare SaaS system for customers.
• Load and validate customer system data.
• Create from customer documents online versions with data tagging.
• Training responsibilities include scheduling and setting up webinars with customers.
• Utilize Knowledge Base to ensure processes are completed accurately.

Skills

Excellent communication

Data entry

Multi-tasking

Attention to detail

Time management

Organizational skills

Gather accurate information

Problem solving

Web/database tools

Education

High school diploma or equivalent

Tools

Passare SaaS

CRM tools

Job description

Directors Investment Group (DIG) in Abilene, TX is seeking a self-motivated Customer Service (Operations Support) Specialist to configure the Passare online platform and provide skip-level customer support. This full-time role collaborates with sales and support teams to achieve customer satisfaction and fast-paced growth.

Responsibilities include phone/email support, platform configuration, data loading and tagging, and webinar training with customers, leveraging the company’s knowledge base