Customer Service Representative II

Job Summary

Supporting daily operations and client engagement, the full-time Customer Service Representative II will manage client inquiries, maintain accurate CRM records, and lead onboarding efforts while working remotely.

Key responsibilities:

• Proactively engage customers through outreach to understand their needs and share insights with internal stakeholders
• Respond to inquiries via phone, email, and chat, ensuring timely and accurate information delivery
• Educate customers on service usage and lead onboarding sessions and educational webinars

Required qualifications:

• High school diploma or GED with 2-3 years of customer service experience, preferably in healthcare or technology
• Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite
• Strong organizational skills and ability to multitask effectively in a fast-paced environment
• Demonstrated problem-solving skills with the ability to troubleshoot and escalate issues as needed
• Professionalism and a collaborative mindset with a commitment to continuous improvement