2-3 Years Experience in data entry, administrative support, call center operations, or a phone-based customer service role.
Excellent verbal communication and phone etiquette, with a clear, articulate, and empathetic communication style.
Exceptional attention to detail with a track record of maintaining high accuracy under tight timelines while juggling live call interactions.
Strong written and verbal communication skills, with the ability to provide clear, professional feedback to internal teammates and external customers.
Experience using spreadsheets, email, and other basic office software.
Preferred Qualifications
Bachelor’s degree or 3-5 years of demonstrated experience
Strong tech literacy, with prior experience using CRM systems (e.g., Salesforce, HubSpot, or industry-specific tools) and cloud telephony/call center software.Customer Account Representative Stretch Goals:
Proficiency Pillars (Metrics):
Maintains an account setup accuracy rate of 98.5% over a rolling 90-day period.
Consistently meets or exceeds daily queue/volume targets while maintaining optimal First Call Resolution (FCR) rates and low average call handle times (AHT).
Knowledge Milestones (Skills):
Mastery of all standard CRM billing, subscription, and account configurations.
Demonstrated ability to identify and correct basic data mismatches during live phone interactions without assistance.
Advanced call control and de-escalation skills when addressing account or billing disputes.
Trend Analysis & Process Improvement: Identify recurring upstream errors in CRM entries, document systemic bottlenecks, and formulate actionable feedback and process recommendations for Sales Team Leads and department leadership.
Systemic Workflow Navigation: Understand multi-layered CRM and telephony systems to effectively evaluate how individual account adjustments impact downstream reporting, billing cycles, and cross-functional teams.
Cohesion & Leadership (Silo-Busting):
Can professionally draft and deliver "error feedback logs" back to leadership when data entry rules or sales-to-service handoffs are missed.