Seasonal Customer Success Admin

The Seasonal Customer Success Admin is responsible for supporting the Customer Success Team. The primary responsibility of the job is to support end-to-end the application process by preparing and sending enrollment applications to customers, conducting follow-up communication, and maintaining accurate CRM documentation. As needed, the role will also require support in our inbound and outbound phone queue where you will assist customers on the phone with scheduling appointments and updating their profile information in our CRM.

This role exists to provide efficient administrative and customer support.

Job Duties Write and send enrollment applications to customers

Complete enrollment application follow up calls on outstanding applications

Document all customer interactions and applications written in the CRM system.

Call customers to update their doctors and medications in CRMTake incoming calls from our phone queue and schedule appointments for customersMINIMUMEducation, Credentials, Licenses:

High School Diploma or GED Specialized Knowledge:

Proficient in MS Office (Word, Excel, PowerPoint, Outlook, Teams)
Kind and Length of

Experience:

6 months experience in an office support position