Executive Customer Success MIS

Data processing and upload
Manual working In Excel
Data reconciliation
Client interactions- written and verbal.
Manage the daily transition work for the clients assigned.
Will be the direct point of contact for the client.
Technical savvy and logical thinker. Should be accustomed to relevant software
tools used for onboarding.
Familiarity with Rocket lane preferred.
Strong communication skills
Resolution driven approach
Must have experience on client onboarding.

Excellent written and verbal communication
Computer skills and proficient in excel, word, and outlook.
Good team player & strong analytical skills.
Has to be a tech savvy, must have used systems