About this role
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 CRM
Take incoming calls from our phone queue and schedule appointments for customers
Qualifications
MINIMUM
Education, 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