• Provide excellent customer service through communication with clients relative to offered trainings • Participate in course development activities for new courses as well as updates of existing courses • Collaborate with team in identifying solutions for complex courses or materials • Maintain communication with Vice President/GM and/or Sales Team

• Responsible for onboarding customer orders through scheduling, installation, and completion. • Responsible for both inbound and outbound consistent customer interactions using phone, SMS, and email related to scheduling installs. • Coordinates the creation of work schedules and maintains active work planning through use of company systems and related work tracking methods. • Navigate through multiple systems to track and monitor orders. • Interface with various levels of internal departments, Contractors and other functional groups to ensure orders flow appropriately. • Project coordination with different levels of management. • Regular, consistent, and punctual attendance. • Must be able to work variable schedule(s) and overtime as necessary.

• Provide ongoing account and product support for multiple charitable clients using the raisin® online fundraising system • Train clients on all aspects of the raisin® product (web-based and in-person) • Ensure that CRM tool is kept up to date with all account activities, opportunities and contact details • Ensure that support time is accurately tracked and billed • Support marketing initiatives (online and print) • Provide ongoing business development support as directed • Assist in identifying features for future product development as directed

• Respond to customer inquiries regarding billing, payments, and account status via email and live chat. • Assist clients with billing issues, including discrepancies, refunds, and charge disputes, ensuring timely resolution. • Process payments and update billing information accurately in our system. • Provide detailed explanations of charges, fees, and membership options to clients. • Monitor and follow up on outstanding payments and notify clients of any issues. • Maintain accurate records of all interactions and transactions for quality assurance. • Collaborate with the finance team to ensure accuracy and efficiency in billing processes. • Stay updated on company policies, billing software, and payment processing procedures.