Meeting assistance: Document key points, decisions, and action items during meetings. Ensure clear communication of these details to all relevant parties.
Agenda Preparation: Collaborate with account managers to prepare detailed agendas for client meetings, aligning with client goals and account strategies.
Change Management Initiatives: Organize and tee up for the SA/CSM
Gainsight Entry: Accurately input and manage client data within the Gainsight platform, tracking customer health and identifying opportunities for engagement.
Ticket Submissions: Efficiently process and submit tickets related to client requests or Initiatives, coordinating with internal teams to ensure timely resolution.
Requirements
Proven experience in administrative support or customer service roles.
Strong organizational skills with the ability to manage multiple tasks simultaneously.
Excellent communication skills, both written and verbal.
Proficiency in CRM software, preferably Gainsight, and other relevant tools.
Ability to work collaboratively with cross-functional teams to achieve customer success.