
Member Engagement Specialist
1 semana atrás
We are seeking a highly skilled Customer Success Professional to support our clients.
Job SummaryThe ideal candidate will play a key role in managing customer interactions, ensuring data accuracy, and maintaining high service standards. Responsibilities include proactive outreach, resolving member inquiries, and encouraging platform engagement.
Key Responsibilities- Understand unique member investment goals and strategies to ensure they are effectively set up to achieve success on the platform.
- Drive key performance indicators around member engagement with the product, through phone and email interaction.
- Deliver on a range of customer success responsibilities, including:
- Help requests via phone and email
- 20+ connected calls a week; promptly responding to member inbound requests via email; closing out cases in Salesforce; launching targeted email campaigns to improve Member's usage of the company's platform
- Reporting common product and service feedback to internal teams
- Salesforce administration processing, including contract verification and management
- Proactive member outreach to drive improved platform adoption
- Attending and participating in regular internal meetings and contributing to internal projects and initiatives as needed
- 2-6 years of professional experience
- 2+ years of credible and demonstrated experience in a quota carrying role within B2B sales
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