Frequency
Very Common.
Found in nearly every small business that offers recurring services, complex products, or high-touch client relationships. Especially vital in B2B services, SaaS, or high-ticket consumer businesses.
Industry Zones
Daily Plan
Onboard new customers and guide them through setup
Answer product or service-related questions
Monitor customer satisfaction and usage
Proactively check in with key accounts
Troubleshoot issues and coordinate with internal teams
Advocate for customer needs and feedback internally
Core Requirements
Clear, empathetic communication skills
Strong problem-solving and multitasking ability
Proficiency with CRM tools (e.g., HubSpot, Salesforce, Zendesk)
Familiar with CRMs (e.g., HubSpot, Salesforce)
Basic technical/product knowledge (varies by business)
Organized and detail-oriented
Customer-first mindset with a bias toward action
