• Engage with customers in a friendly and professional manner to address their questions and concerns. • Provide information about dental services, procedures, and any related inquiries. • Efficiently schedule and manage appointments for clients, coordinating with dental professionals and staff to ensure optimal scheduling. • Assist clients with insurance-related inquiries, verifying coverage, and providing necessary information to facilitate seamless payment processing. • Address and resolve customer issues promptly and effectively, ensuring a positive resolution and customer satisfaction. • Develop and maintain a comprehensive understanding of dental products, services, and procedures to better assist customers. • Maintain accurate and up-to-date customer records in the database. • Document customer interactions, issues, and resolutions for future reference and continuous improvement. • Work closely with dental professionals and administrative staff to ensure a coordinated and seamless customer service experience. • Actively participate in team meetings and training sessions as required to stay informed about updates and improvements in service protocols.

• Address customer inquiries across various communication channels. • Resolve issues promptly and collaborate with internal teams to enhance service delivery. • Handle desk tickets, live chat sessions, and email support. • Maintain comprehensive documentation in the CRM system. • Resolve help desk tickets efficiently and escalate higher-tier support tickets as needed. • Provide timely assistance via live chat and email support.

• Outreach: Initiate contact with clients to address various matters such as document submissions, invoice payments, and general inquiries. • Document Management: Request necessary documents from clients and ensure that they are completed accurately and in a timely manner. Guide clients through the signing process as needed. • Invoice Management: Notify clients of overdue invoices and provide assistance with payment processing if required. • Customer Support: Handle incoming calls from clients regarding queries related to document signing, invoice payments, and other business matters. Explain the company's business model and the rationale behind invoicing practices. • Training: Educate clients on the company's business model, services offered, and any relevant policies or procedures.

- Act as the primary point of contact for students, engaging with them during online workshops and live retreats/intensives. - Host weekly group calls and live sessions, providing support and guidance. - Respond to chats and engage with the community in our client’s Facebook Group. - Participate in Monday morning meetings and other scheduled sessions. - Handle various administrative tasks as needed, including managing CRM updates and communications. - Maintain a professional appearance for live calls and interactions. - Assist with client onboarding and ensure they have a positive experience with the program. - Be open to flexible scheduling, including evenings and weekends as required for events. - Support client success through excellent communication, multitasking, and time management.