Related skills
data analysis salesforce customer service onboarding microsoft excel📋 Description
- Manage onboarding of 15+ new clients monthly onto our platforms.
- Import, organize, and merge batches of client data.
- Be a point of contact for inquiries during onboarding.
- Troubleshoot and resolve issues via phone and email.
- Record all data in Salesforce and Rocketlane.
- Advise clients on how to get the most out of our products.
🎯 Requirements
- Expert in Microsoft Excel (advanced formulas, VLOOKUP, PowerQuery) required.
- 3 years of experience on an implementation team or CSM.
- Must have excellent customer service skills.
- Strong communication skills (written and verbal).
- Ability to problem solve, analyze situations, and provide solutions.
- Highly organized with strong attention to detail.
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