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Customer Success Associate at Orion Advisor Solutions - ApplyBlast

Customer Success Associate

Orion Advisor Solutions

5 months ago

3.7 on Glassdoor

Hybrid

Full Time

Junior

0 applicants

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About this role

A frontline Customer Success Associate provides immediate support across phone, chat, and case channels to resolve foundational client inquiries and guide users through core workflows. This role involves troubleshooting basic platform issues, maintaining accurate documentation in Salesforce, and ensuring timely resolution of Priority 1 cases for Orion products. Success requires strong communication skills, reliability, and steady progression of technical knowledge while adhering to service metrics like NPS and adherence rates.

Responsibilities

Serve as frontline point of contact for client inquiries across multiple channels
Troubleshoot entry-level workflows and platform navigation issues
Maintain accurate Salesforce documentation for assigned cases
Strive for first-contact resolution while minimizing unnecessary transfers
Adhere to service metrics including NPS, adherence, and quality standards