Executive – Customer Success

• 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

Skills

• 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.