Administrative Support Associate

About This Role

The Administrative Support Associate will provide critical administrative, technical, and operational support to the Risk Success Team, ensuring efficient operations and outstanding service delivery to partners. This role involves prioritizing tasks, tracking progress, and ensuring timely completion of client-related activities.

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, emails, 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, ensuring prompt flagging and addressing.
• Pull and categorize work order reports from ZOHO CRM for each Success Manager into actionable categories like Retention, Upsell, Growth Opportunities, Pending Termination, and Delayed Enablement.

Requirements

• Strong organizational skills to manage multiple tasks efficiently.
• Exceptional written and verbal communication skills.
• Proven ability to monitor and complete tasks independently and on time (Self-Discipline).
• Superior organizational skills to prioritize and execute tasks effectively (Time Management).
• Currently authorized to work in the United States on a full-time basis.
• Residency in one of the eligible states: AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KS, LA, MD, MA, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY.

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