Schedule: Monday - Friday, 8:00 AM - 5:00 PM PST (1-hour break, two 15-minute breaks)
Days Off: Saturday & Sunday

Responsibilities:

• Frontline to all clients
• Communicate with clients if there’s any escalations
• Reach out to failed payment/delinquent accounts
  • Via phone call at least twice a day
  • Text
  • Email
  • Keep track of the delinquent accounts
• Submit weekly report to our CEO (Weekly and monthly Business review)
  • Update the weekly review document
• Submit a weekly cancelation report to our CEO and Operations Manager
• Coordinate with the onboarding specialist during handover (start of 5th week)
• Create and update scripts for the clients (using RingCX)
• Join all onboarding sessions to ensure that we are accepting tasks that’s within our scope and addresses concerns immediately
• Set meetings with the client
• Send PandaDoc agreement during onboarding if the onboarding manager is not around