Administrative Support Associate

About This Role

Provide critical administrative, technical, and operational support to the Risk Success Team, ensuring efficient operations and outstanding service delivery to partners. Work closely with the Success Specialist to prioritize tasks, track progress, and manage client-related activities for a property management software company.

Responsibilities

• Complete setup and facility forms, contacting operators as needed
• Set up terminations in the ZOHO Pending Termination Module
• Monitor and update "Pending Terminations" and ensure timely SM field updates in ZOHO
• Assist with the completion of work orders, including partner interactions via phone, email, and RightSignature documents
• Track enablement progress to prevent delays and ensure required ZOHO fields align with Success Manager wins
• Identify critical tasks such as expiring licenses, pending terminations, customer responses, and retention concerns to ensure prompt address
• Pull and categorize work order reports from ZOHO CRM for each Success Manager into actionable categories

Requirements

• 3+ years experience in customer service, administrative assistant, or similar role
• Strong organizational skills to manage multiple tasks efficiently
• Exceptional written and verbal communication skills
• Proven ability for self-discipline to complete tasks independently and on time
• Superior time management skills to prioritize and execute tasks effectively

Qualifications

• 3+ years experience in customer service, administrative assistant and/or a similar role

Nice to Have

• Familiarity with the self-storage industry or insurance products
• Experience with ZOHO CRM or similar systems

Skills

* Required skills

Benefits