Supports Customer Success Managers with customer communications, onboarding, account updates, meetings, follow-ups, CRM maintenance, issue coordination, reporting, renewals, customer feedback, and retention initiatives. Serves as a customer contact, tracks engagement and deadlines, prepares customer-facing materials, escalates risks, and coordinates internal teams to fulfill customer commitments.

Handles inbound and outbound customer calls, provides information, resolves issues, processes requests, updates account records, documents interactions, and escalates complex concerns. Meets call volume, quality, response-time, and customer satisfaction targets while following scripts, privacy procedures, and company policies. Collaborates with internal departments, participates in training and quality assurance, and maintains professionalism in a high-volume call environment.

Enters, updates, verifies, and organizes company and customer information across databases, spreadsheets, and internal systems. Reviews source documents, corrects errors, processes invoices and forms, maintains electronic and physical records, and performs quality-control checks. The role also supports filing, reporting, document preparation, and discrepancy resolution while protecting confidential information and meeting accuracy, productivity, and turnaround-time expectations.