Customer Success Specialist guiding new customers through onboarding and building relationships. Focused on client engagement and retention in the property industry.
About the role
- Zoho CRM Administrator overseeing CRM system operations at Golden Steps ABA. Supporting internal teams and optimizing configurations to enhance organizational efficiency.
Responsibilities
- Oversee the day-to-day operation, maintenance, and configuration of the Zoho CRM platform
- Ensure the accuracy, integrity, and security of customer data within the system
- Provide training and technical support to internal teams on Zoho CRM functionalities and updates
- Tailor the CRM system, create user-defined fields, forms, and templates to meet organizational needs
- Develop reports and dashboards to track key performance indicators and provide insights for business decisions
- Work with sales, marketing, and customer service departments to understand their needs and optimize the Zoho CRM for their use
- Set up and manage user roles and permissions to safeguard customer data
- Troubleshoot technical issues and develop solutions to improve system efficiency and user experience
Requirements
- 3+ years of healthcare operations (ABA experience preferred)
- Proficient with Zoho CRM (3+ years)
- Computer proficiency, including Microsoft Office Suite required
Benefits
- Enjoy competitive PTO
- Paid sick leave
- Health/dental/vision coverage
- 401K with match
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Customer Success Specialist in the real estate sector, providing onboarding and customer support. Focused on enhancing user experience and driving client retention.
Client Success Director managing strategic relationships for a property intelligence company. Driving client engagement and ensuring long - term retention with measurable outcomes.
SMB Customer Success Manager driving activation, retention, and growth across a portfolio at Sitemate in the tech industry with a focus on customer engagement.
Customer Success Manager for Sydney team driving customer activation and retention across built world industries, collaborating closely with Sales, Account Management, and Support teams.
Client Success Director managing strategic relationships with top real estate brokerage firms. Elevating client engagement and ensuring measurable value from data - enabled solutions in B2B environment.
Customer Success Manager guiding healthcare providers through onboarding and retaining relationships with Torch. Focused on delivering exceptional customer experience and understanding client needs.
Technical Success Manager responsible for troubleshooting and optimizing platform usage for APAC clients. Collaborating with internal teams and providing consultative guidance in a client - facing role.
Junior Customer Success Officer supporting self - employed users with tax inquiries and product improvements. Engaging in community support, strategy development, and user satisfaction initiatives.
Junior Customer Success Officer assisting self - employed individuals with tax questions and support via multiple communication channels. Collaborating with teams to enhance user experience in a startup environment.