Customer Support (Level 1)

Customer Support (Level 1)

Summary

Customer Support (CS) is the initial point of contact to receive and resolve existing customer “rainy-day” issue reports (concerning unexpected problems impacting use of the company’s offerings).  

Areas of Responsibility

  • Support (direct, indirect including partners, integrators, end users) 
  • Deployment and Training 

Specific Duties:

Support:  

  • Serve as the initial point of contact for customers, end-users, and partners seeking technical troubleshooting and remediation assistance (via phone, email, chat, web meeting, or other channels of communication). 
  • Diagnose inbound issues in a professional and timely manner, being mindful of any account-specific SLAs, e.g.:  
    • Determine what the issue is by walking the user through the problem-solving process. 
    • Inform assigned client success staff for each account and consult with them as needed to gather any helpful background information about the account/user(s). 
    • Determine whether a solution has already been identified in the company’s knowledge base. 
    • Determine whether the issue can otherwise be replicated in-house. 
    • Take personal responsibility for resolving the issue to the user’s success and satisfaction upon first contact whenever possible. 
  • Remediation actions include but may not be limited to: 
    • Assisting users with account login and permission issues. 
    • Assisting users with installing updated hardware, drivers, and/or applications. 
    • Assisting integrators with base-level access control issues and testing. 
    • Otherwise educating the user if the issue is a lack of understanding. 
    • Assisting vendors with preliminary testing of hardware failures. 
    • Otherwise establishing an interim solution whenever possible to minimize service impact. 
    • When an issue cannot be resolved at Level 1, escalation to Level 2 for further investigation and next steps, being certain to provide complete information. 
    • Partner with cross-functional team members to translate and/or escalate the issue if it relates to unfulfilled business/product needs for the customer. 
  • Open a case for each issue report in the company’s CRM software, ensuring a closed-loop process for receipt, resolution, and reporting of each issue. 
  • Document all inbound/outbound communications related to each case in the company’s CRM software.  
  • Manage all cases timely, including courtesy tracking and assistance for escalated cases.  
  • Help keep the company’s knowledge base of solutions current and complete.  
  • In support of in-house testing/issue reproduction, assist with inventory tracking and place supply requests for systems, technical peripherals, and related materials.
  •  

Deployment and Training: 

  • As needed, supplement the implementation team with account-specific custom workflows/onboarding during implementation and deployment. 
  • As needed, supplement the implementation team by providing project QA and assisting with project UAT documentation for specific deployments. 
  • Conduct training on company offerings for customers, partners, and end users. 

Key Qualifications:

  • Bachelor’s degree. 
  • Highly accurate, with good attention to details. 
  • A sense of urgency about customer support. 
  • Capacity to thrive in a fast-paced environment and adapt to new ideas while delivering high-quality work. 
  • Highly motivated self-starter who can work well in a team setting or independently handling multiple tasks simultaneously.  
  • The ability to work under pressure when necessary, and the willingness to go beyond what is expected to achieve the best results. 
  • Expertise in the company’s offerings. 
  • Complete understanding of COE (Common Office Environment) tools; examples include Microsoft Office, salesforce.com, and web browsers. 
  • Strong verbal and written interpersonal communications skills. 

Metrics:

  • Successful and timely resolution of support cases. 
  • Favorable recognition by customers. 
  • Favorable recognition by colleagues. 
  • Quality, currency, and completeness of work product. 

 

Details