Customer Support

• Act as a problem-solver: understand customer needs, troubleshoot issues, and follow up to ensure resolution.
• Guide and train customers on the Practice Better platform so they can confidently use its features.
• Build deep product knowledge and share it with customers in clear, practical ways.
• Contribute to support resources like help articles and guides.
• Collect customer feedback, identify trends, and share insights with the development team.
• Log requests and keep teams updated on customer needs.
• Meet personal and team goals such as CSAT and response times while keeping customer satisfaction a top priority.
• Shape how the team serves customers and help build new processes with autonomy and ownership.
• Report to Customer Support Manager.

Customer Support Specialist

Bilingual Customer Service Representative, Wealth Advisor Services

Bilingual Customer Service Representative

Business Support Specialist

Vice President, Customer Experience

Bilingual Client Support Specialist – EN/FR