Job Description
We are looking for a Success Specialist to support provider onboarding, customer success, and operational activities. This hybrid role combines customer support, provider relations, light sales outreach, and administrative coordination to ensure providers have a smooth experience from registration through activation and ongoing engagement on the platform.
Key Responsibilities
- Contact new provider signups via phone, text, and email.
- Guide providers through onboarding, activation, and account setup.
- Follow up on incomplete registrations, missing documents, and pending requirements.
- Schedule onboarding calls and assist providers throughout the activation process.
- Handle inbound customer support inquiries via phone, email, and text.
- Coordinate communication between providers and homeowners and assist with issue resolution.
- Maintain accurate CRM records, activity notes, and pipeline updates. ...