Client Success Administrator

Profile

The primary responsibility\u00A0of the\u00A0Client\u00A0Success Administrator\u00A0is to\u00A0provide administrative support\u00A0for\u00A0the\u00A0Client Success team.\u00A0Job ResponsibilitiesOutreach initiatives\u00A0to clients\u00A0in coaching statuses\u00A0who have not responded to welcomes and/or scheduled following appointments with their coach\u00A0and appointment remindersSchedule clients who have not responded to welcomes and or scheduled following appointments with their coachSupport\u00A0Client Success Coaching\u00A0surveys and metric reportingSupport\u00A0Client\u00A0Success Coaching\u00A0with ad hoc reporting needs, including SalesforceAdminister\u00A0Success Coaching\u00A0surveys\u00A0and collect data from QualtricsDocument all manual\u00A0success coaching\u00A0administrator\u00A0processes.\u00A0 Work with management to define methods to migrate manual processes to systematic processesAssist with LMS\u00A0maintenance, release courses as needed\u00A0and testing of\u00A0LMS\u00A0contentSupport teams with Outreach administration, such as adding a coach to the roster and ensuring the coach\u2019s name appears in SalesforceOutreach liaison when troubleshooting issues; remediate issues and provide updates to teamMaintain Onboarding email group and screen requests to create cases in\u00A0Onboarding\u00A0Queue when\u00A0coach\u00A0is neededSupport\u00A0Onboarding digital package\u00A0processFacilitate scheduling of internal training efforts\u00A0Requirements Associates Degree or equivalent experience 1-3 years of proven administrative experienceSkillsAbility to master software used by teams, such as Salesforce, eMoney Admin tool, OutreachExcellent written and verbal communication and interpersonal skillsExceptional time management and organizational skillsAbility to work independently and as part of a geographically dispersed teamMust be self-motivated and know when to escalate or seek guidanceFlexibility to take on new/different tasksAbility to manage multiple projects and tasks simultaneouslyDetail oriented and able to accomplish a wide variety of tasks in a fast-paced environmentWorking knowledge of MS Office suiteThe salary range for this position is $35,000 - $50,000; commensurate salary to be determined based on skills, professional background and expertise.\u00A0 This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off.\u00A0\u00A0

Company info

eMoney Advisor, LLC
Website : http://www.emoneyadvisor.com