Job Overview:
Specializing in automation and operational efficiency, we help businesses save time and reduce errors using Zapier and other no-code/low-code tools. We’re seeking a proactive and communicative Operations Assistant to support our team with client support, sales, and account management tasks.
Responsibilities:
- Provide live chat and phone support during US business hours.
- Manage and respond to emails in support inboxes efficiently.
- Serve as a liaison between clients and technical support teams, escalating complex issues as needed.
- Direct clients to the appropriate departments for timely and accurate assistance.
- Follow up with leads via email and phone.
- Respond to live chat inquiries from potential leads.
- Manage the CRM system, including triggering or stopping nurture campaigns.
- Assist with preparing and managing sales contracts.
- Keep the project management system up to date with tasks and project progress.
- Reengage with clients after project completion (typically two months) to maintain relationships.
- Request feedback and reviews using NPS surveys.
- Guide new clients through the onboarding process.
- Write and maintain Standard Operating Procedures (SOPs) for internal processes.
- Set up and schedule newsletters using content provided by the content team.
- Collaborate with the content team on blog posts, case studies, and promotional materials.
Requirements:
- Expertise in Zapier: Strong knowledge of Zapier and automation tools.
- Proactive and Self-Starter: Ability to take initiative and identify ways to contribute without constant direction.
- Strong Communication: Must keep the team updated regularly and ask questions when clarity is needed.
- Client-Facing Skills: Comfortable meeting with clients on Zoom and maintaining a professional presence.
- Attention to Detail: Strong organizational skills and ability to manage multiple tasks simultaneously.
- Tech-Savvy: Familiarity with CRM tools, project management software, and marketing platforms.
