harriet

Assisted clients with login issues, account access and onboarding, ensuring a smooth user experience for over 50+ customers weekly. Guided clients through account navigation and provided real-time support across multiple communication channels. Coordinated with account managers to resolve customer concerns and maintain strong client relationships. Utilized CRM tools to manage clients’ profiles, update attendance logs and record purchase activity accurately. Provided clients with secure login credentials and account recovery assistance while maintaining data confidentiality. Recorded and monitored guidebook sales, payments and account activity using CRM systems and Excel sheets. Collaborated in team meetings to develop strategies for lead generation, customer retention and office management improvements. Contributed to upselling and cross selling initiatives, increasing client engagement and product uptake by promoting additional offers.