Customer Success and Administrative Assistant

Position Overview
We are seeking a detail-oriented, organized, and customer-focused individual to join our team as a Customer Success and Administrative Assistant. This dynamic role combines data management, administrative support, and client relationship management to ensure operational efficiency and client satisfaction. The ideal candidate will have strong organizational skills, a proactive mindset, and a passion for delivering exceptional service.

Key Responsibilities

Data Entry and Management
- Accurately input, update, and maintain data in spreadsheets, databases, or CRM systems.
- Verify the accuracy of information by cross-checking with source documents.
- Organize and manage digital files and records for easy access and retrieval.
- Generate reports and summaries from data as needed.

Administrative Support
- Answer and direct phone calls, email s, and other correspondence.
- Schedule and coordinate meetings, appointments, and events.

Customer Success and Client Engagement
- Proactively contact clients to ensure satisfaction with services, address concerns, and gather feedback for improvement.
- Maintain regular communication with clients to build strong relationships and promote retention.
- Work with internal teams to implement client feedback and improve service delivery.
- Track client interactions and outcomes using CRM systems or other tools.

Process Optimization
- Identify inefficiencies in administrative processes and suggest improvements.
- Assist in creating and maintaining standard operating procedures for data entry, administrative tasks, and client -success initiatives.

Collaboration
- Support other tea m me mbers by managing administrative tasks to facilitate smooth workflows.
- Collaborate with various departments to ensure data accuracy, operational efficiency, and seamless client experiences.