Client Setup and Support Coordinator – Temp

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Develop and sustain a positive client experience throughout the support ticket lifecycle by ensuring timely communication and proactive follow-up.

• Foster collaborative relationships with clients, manage their expectations, and ensure compliance with support-ticket Service Level Agreements.

• Accurately manage user setup and deactivation in Revolution CRM and Salesforce.

• Create, update, and maintain both contact records in Salesforce and user records in Revolution CRM.

• Enhance the company-wide knowledge base by producing cohesive and accessible documentation for clients and internal teams.

• Identify and report recurring issues, data inconsistencies, and process deficiencies for further action.

• Ensure smooth and timely transitions to internal teams involved in user setup processes.

• Collaborate with business teams and external partners to refine CRM processes and maintain security compliance.

• Promptly escalate potential issues and propose as well as implement process enhancements.

• Perform additional duties as assigned by the Manager and/or Director.

⛳️ Requirements

• Exceptional customer service and support abilities.

• Clear and professional communication skills with clients and internal partners, even under pressure or in rapidly changing circumstances.

• Flexibility and adaptability in response to shifting priorities and projects.

• Capability to address general issues independently and collaboratively, identify effective solutions, and provide feedback on business needs.

• Strong technical troubleshooting skills with the ability to explain and resolve client issues effectively.

• Well-developed interpersonal skills; a friendly, optimistic attitude and a professional demeanor.

• Excellent verbal and written communication skills to convey technical concepts to non-technical audiences.

• Proven track record of success in dynamic, fast-paced environments, managing multiple tasks, and collaborating with cross-functional teams.

• Associate's Degree or equivalent work experience is preferred.

• A commitment to inclusion, collaboration, process orientation, learning, and thriving in a fast-paced, evolving environment.

🏝️ Benefits

• Temporary role may transition into a permanent position based on business needs and individual performance.

• Support for professional development.

• Reasonable accommodations available for applicants with disabilities.

• Equal employment opportunity workplace.