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Customer Success Administrator (Remote)
KnowBe4
Clearwater, Florida, United States, FL
Microsoft OfficeExcelWordHigh School
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Remote positions open to the US only.
The Customer Success Administrator is responsible for assigning new customers to the appropriate CSMs. In addition, this position will handle several administrative tasks in Salesforce.com, including but not limited to converting leads, adjusting future opportunities, and transferring and assigning accounts, as well as addressing and/or routing incoming customer requests via phone.
Responsibilities:

Distribute new and renewal accounts, opportunities, and tasks to CSMs
Create and edit accounts and tasks
Monitor reporting as needed by CSM management and team
Shut down expired customer consoles
Assist CSMs with reopening a closed console for former customers
Assist with creating consoles for the MSP CSMl team
Handle customer requests for some free tools, including Email Exposure Checks
Assist with reports
Forward customer inquiries to the designated CSMs
Work with Sales Admin to confirm existing child customers
Upload webinar attendees and questions to spreadsheet
Complete requests to add or remove console admins
Create, convert, and merge leads and contacts
Answer and route phone calls from customers to CSMs
Participate in team meetings and discussions
Verify and assign Channel accounts as Protected
Participate in pilots to optimize and scale administrative actions within CSM

Minimum Qualifications:

High school diploma or GED required
Experience with Gmail and Google Docs
Experience with MS Office (Word and Excel)
Experience with web browsers (Chrome, Internet Explorer, etc.)
Salesforce experience preferred
Strong verbal and written communications
Excellent time management and organization skills
Strong collaborative and team work skills

The base pay for this position ranges from $35,000 - $37,000, which will vary depending on how well an applicant's skills and experience align with the job description listed above.
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