Role: Customer Operations Coordinator
Level Summary:
- Experienced professional performing self-directed work.
- Demonstrates sound judgment when working independently, obtaining solutions, and taking action on improvements.
- Able to convey information with leadership in a professional manner.
Key Responsibilities:
- Regularly demonstrates the ability to share best practices to facilitate growth across the team.
- Demonstrates the ability to complete research and resolution across multiple departments, within team standards, with little management level escalations needed.
- Demonstrates extensive knowledge of business standards.
- Demonstrates communication knowledge and possesses appropriate soft skills for ongoing relationship management. Also, possesses the ability to deliver difficult messages and translate technical explanations into client facing messaging.
- Serves as an escalation point, both internally and externally. Can manage and drive issue resolution with little influence from leadership
Education, Experience & Certifications:
- B.S. or B.A. required.
- 2+ years experience in data analysis, account management, or technical customer support-related roles.
- Has a fundamental knowledge of configuration, payroll and edi. The associate can complete daily research and resolution in these areas independently.
- Industry knowledge and experience is a plus: Insurance, Benefits Administration, SaaS, and Healthcare.
- Proficient in Microsoft Excel, HTML, basic SQL, or report creation experience desired.
Key Differentiators:
- Can complete responsibilities with minimal oversight.
- Very comfortable completing basic tasks however may seek guidance on more difficult situations.
