Customer Advocate

• Answer high‑volume inbound calls from prospective clients (typically 80–100 calls per day-average 5 minutes per call)
• Deliver excellent customer service and support to potential and current GreenPath clients
• Enter and update client data with accuracy and attention to detail
• Schedule appointments for prospective clients with Financial Counselors
• Triage incoming calls from existing clients and creditors, routing them appropriately
• Professionally intake and review client complaints
• Maintain strict confidentiality regarding client financial information
• Perform role duties primarily while seated and using standard office equipment (phone and computer)

Client Advocate

• Provide accurate and continual communications to internal and external customers on any aspect of order fulfillment
• Order and inventory management based on forecast and other modeling
• Manage on time and in full shipments
• Project management for our external customers (developing new business with existing customers)
• Achieve all goals associated with cash flow for GPI as associated for their account
• Goals include accounts receivables and working capital management
• Participate in Lean Sigma projects and deploy continuous improvement initiatives
• Develop strong relationships with internal and external customer contacts
• Liaison between GPI and our customer on all aspects of account management
• Follow all Plant rules, Processes, Hygiene, and Allergens procedures

Customer Advocate II

• Provide front-line support to clients via phone, email, and live chat, delivering timely and accurate guidance on ClearStar’s platforms including Aurora, ScreenMeNow, MIS Admin, and Gateway Tools.
• Troubleshoot client issues, analyze service configurations, and deliver clear, actionable solutions.
• Document all case activity from intake through resolution using Zendesk CRM with accuracy and consistency.
• Manage multiple active priorities and cases independently while maintaining quality and follow-through.
• Support client training needs through virtual demos and screen-sharing sessions via MS Teams.
• Explain technical concepts and platform functionality clearly and accessibly to clients with varying levels of technical fluency.
• Provide input on platform features, documentation, and support resources to improve the overall client experience.
• Collaborate with internal teams—including Technical Services, Records & Verification, Sales, Implementation, and Account Management—to resolve cases and ensure accurate client configurations.
• Assist with order management tasks and supplier configuration updates as needed.
• Participate in system testing and quality assurance activities for new features, platform updates, and configuration changes.
• Contribute to internal process improvements and knowledge base development.

Customer Advocate jobs in Tennessee

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Client Advocate

Customer Advocate II

Customer Success Advocate