About this role
Job Summary
We are seeking an energetic and detail-oriented Part-Time Morning Customer Service & Account Coordinator to join our dynamic team. This role offers an exciting opportunity to engage with clients, manage accounts, and support sales and marketing initiatives during morning hours. You will be the first point of contact for customers, ensuring their needs are met with professionalism and enthusiasm. Your proactive approach will help foster strong customer relationships, streamline account management processes, and contribute to the overall success of our organization.
Responsibilities
• Provide exceptional customer service by addressing inquiries, resolving issues, and offering product or service guidance in a timely manner
• Manage customer accounts using CRM (Customer Relationship Management) tools such as Salesforce to update information, track interactions, and ensure accuracy
• Support sales efforts by assisting with lead follow-up, appointment scheduling, and promoting relevant products or services
• Collaborate with marketing teams to execute campaigns, gather customer feedback, and identify opportunities for engagement
• Conduct analysis of customer data to identify trends, improve service delivery, and enhance account strategies
• Maintain organized records of customer interactions, transactions, and account details to ensure data integrity
• Communicate effectively with team members and clients via phone, email, and chat platforms to ensure seamless service delivery
Qualifications
• Proven experience in customer service or account management roles within SaaS (Software as a Service) or financial services industries is preferred
• Strong project management skills with the ability to prioritize tasks efficiently in a fast-paced environment
• Proficiency in CRM systems such as Salesforce and familiarity with SaaS platforms
• Excellent communication skills—both verbal and written—with a positive attitude
• Analytical skills to interpret customer data and generate insights for continuous improvement
• Knowledge of marketing principles and strategies to support outreach initiatives
• Ability to work independently during morning hours while maintaining high levels of motivation and professionalism
This part-time morning role is perfect for motivated individuals eager to make an impact through proactive customer engagement while developing valuable skills in account management, analysis, and sales support. Join us in delivering outstanding service that drives success!
Pay: $20.00-$21.00 per hour
Benefits:
• Casual dress
Work Location: In person