Client Success Intern

Job Description

The primary focus of this role will be to support various aspects of the success team's daily operations, including inbox management, file organization, and data maintenance.

Job Responsibilities

• Inbox and Calendar Management
• Assist in organizing and managing the success team's email inbox
• Sort and prioritize emails to ensure efficient communication and timely responses
• Coordinate with different teams to schedule meetings and send calendar invites
• Collaborate with team members to resolve customer inquiries and escalate issues as needed
• Success Drive Management
• Support the organization of files and folders in the Success drive, ensuring all documents are correctly labeled and categorized
• Assist in maintaining the status of projects by moving folders to appropriate statuses such as Active, Paid, or Inactive
• Work closely with team members to ensure easy accessibility and navigation of files in the drive
• CRM Management and audit
• Aid in updating and aligning company profiles in CrewHub and HubSpot with accurate and consistent information
• Assist in verifying and updating company details to ensure data integrity and alignment with current company developments
• Contractor communication
• Keep Microsoft Teams groups updated and conduct an audit to ensure only active contractors are added to the correct groups
• Keep MS Teams groups active by sending and replying to messages every day
• Assist CSM in conducting check-in meetings with contractors
• Send monthly reports about the status of contractor meetings and specific escalations
• Contact Profile Management
• Assist in managing contact profiles in HubSpot by removing contractors from the contacts associated with companies
• Support the maintenance of an up-to-date database by verifying and updating contact information as necessary
  

Requirements

• Currently enrolled in or recent graduate of a relevant degree program (Business Administration, Marketing, Communications, etc.)
• Can Work 9:00 AM – 1 PM EST
• Can work in a fast-paced working environment
• Excellent verbal and written communication skills
• Strong admin, time-management, and organizational skills
• Basic knowledge of G Suite applications (Gmail, Google Drive, Google Docs, etc.)
• Ability to work independently and collaboratively in a team environment
• Eagerness to learn and contribute to the success of the team
• Can render a minimum of 400 hours

Minimum Technical and Work Environment Requirements:

• Internet Connection:
• Primary internet connection with a minimum speed of 15 Mbps.
• Backup internet connection with at least 10 Mbps.
• Backup connection must be capable of supporting work during a power outage.

• Primary Device:
• Desktop or laptop equipped with at least:
• Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.
• A minimum of 8 GB RAM.

• Backup Device:
• Must meet or exceed the performance of an Intel Core i3 processor.
• Must be functional during power interruptions.

• A functioning webcam.
• A noise-canceling USB headset.
• A quiet, dedicated home office space.
• Peripherals and Workspace: A smartphone for communication and verification purposes.

Benefits

Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.

Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.

Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.

Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.

Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.

Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.