1. Registration of software, including accurate verification of client data through Sales-force CRM and supporting documents
2. Remote Installation of software using TeamViewer, standalone installations as well as networked offices
3. Troubleshoot client issues, including software, hardware, and network related inquiries
4. Use company online knowledge base to resolve client issues before escalating to management
5. Maintains Salesforce CRM database by entering notes in clients file on every call and proper use of cases
6. Maintains client confidence and protects operations by keeping information confidential.
7. Ability to work extended hours during tax season, December, January, February, and March along with reduced hours during offseason, June, July and August
8. Exhibits proficiency in English and ability to provide excellent customer to clients through phone, email and Live Chat.
9. Introducing our 3 software to Sigma’s new leads during offseason.
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