Dayton, Ohio 45322
C u s t o m e r S u c c e s s S p e c i a l i s t
Dedicated and passionate Customer Success Professional with 5+ years experience. With a passion for customer success, a collaborative mindset, and a results- oriented approach, Iam eager to contribute to the growth and satisfaction of a customers dynamic and customer centric organization as a Customer Success Specialist
Respond to incoming calls, emails, & other communication channels from small business owners seeking information and assistance. Provide accurate & timely responses, demonstrating empathy and professionalism while addressing their needs.
• Identify & assess customer issues, offering suitable solutions, & guiding small business owners through various processes, such as loan applications, grants,& other SBA programs. Utilize available resources & escalate complex issues when necessary. Providing efficient assistance to users, troubleshooting hardware and software issues, maintaining IT systems & ensuring a seamless technical experience for SBA staff/borrowers.
Record customer interactions, inquiries, and resolutions on the company's customer relationship management (CRM) system accurately & promptly. Generate reports, identify trends, and provide feedback to improve processes and customer experience.
• Providing information on credit card products, addressing concerns regarding billing, statements & account security. Assisting customers with credit card inquiries, transactions, & dispute resolutions. Additionally, monitoring fraud activities. Guide new clients through the implementation and onboarding process, ensuring a smooth transition to Snapsheet's solutions. Collaborate with cross-functional teams to gather requirements, configure the platform, and provide training & support to enable customers to utilize the system effectively.
Ensure the success and satisfaction of customers who utilize Snapsheet's digital claims management solutions. Educate customers on the features, functionalities, and benefits of Snapsheet's solutions. Conduct product demonstrations, & workshops to promote utilization of the platform. Contact Center Agent
Small Business Administration Remote
Team Lead, The SBA
Supervisor, The SBA
Trotwood Madison High School
Course Careers Student