Provide administrative support to the Client Success team under direct supervision of the SVP of Client Success
Confirm client’s data for input into our Intelligent Service Pricing system
Enter data in system to confirm accuracy and review completed data for accuracy and identify inconsistencies
Use the excel template to formulate reporting for coach once data is complete
Schedule meetings between client and coach, confirm meetings and reschedule if necessary
Update CRM with all necessary notes and changes
Address any administrative task assigned during the workday
Requirements
1-2 years office experience
Knowledge of Microsoft Office and G-Suite
Must be organized and able to multi-task
Navigate Google Calendar and scheduling
Ability to execute defined processes
Must be detail oriented, able to effectively manage time, manage multiple accounts and priorities, and the ability to work well in a remote or office environment
Must be comfortable interacting with clients and team members
Must demonstrate an energetic and motivating personality