Job Description

Overview of the RoleSupport Staff are a vital part of ensuring the membership process runs smoothly, technical support issues are tracked and resolved, and data is accurate across tools like CRM and Excel.They work remotely, and their job is a mix of verifying data, coordinating with vendors and members, and handling tickets and Excel-based mapping.Full Workflow Breakdown1. Membership Application ProcessTrigger:A store owner (member) submits a Membership Application Form online.Form Includes:Store Name and AddressEIN (Tax ID)Vendor Account Numbers (for vendors like Core-Mark, HT Hackney, etc.)Contact details and documentsSupport Staff Tasks:Verify Application DataCheck the address using Google Street View xe2x80x94 ensure accuracy.Confirm EIN format is valid (XX-).Check if vendor account numbers follow correct format for that vendor.Flag errors or missing information to the manager or member.After admin approval, the member becomes active.2. Member Support RequestsTrigger:An existing member contacts the support team (via call or form).Support Staff Tasks:Log the issue as a Support Ticket in Zoho CRM (if not already logged).Categorize it properly (e.g., Vendor Issue, CRM Login Help, etc.)If possible, resolve basic queries (e.g., password reset, access issues).Assign or escalate to relevant team/vendor if needed.3. Support Ticket Workflow (Main Responsibility)Trigger:A Support Ticket is created by the team or member.Support Staff Tasks:Within 48 hours, follow up:With the vendor ask for update or resolution.With the store owner/member confirm if issue still exists.Track status: Open xe2x86x92 In Progress xe2x86x92 Resolved xe2x86x92 Closed.Update ticket details with responses.Close the ticket once resolved.Reopen if member/vendor reports unresolved issue.Example: If Core-Mark didnt process an order check the ticket, follow up with Core-Mark rep, update the store, and close it once done.4. Vendor Account Linking and Excel ManagementTrigger:System updates, member changes, or onboarding require mapping of:Vendor Account Numbers to HRA Store IDsSupport Staff Tasks:Use Excel (sometimes large datasets) to:Match vendor account numbers with the right HRA number.Fix inconsistencies in account formats.Assist in importing this clean data into CRM or internal tools.Ideal for someone familiar with Excel filters, VLOOKUP, XLOOKUP, Power Query.5. Technical Support (Internal HRA Tools)Trigger:Staff or field team requests help with tools like:Zoho CRMMember PortalSharePoint / OneDrive AccessSupport Staff Tasks:Help the team troubleshoot simple access or functionality issues.Coordinate with IT/Dev support if needed.May also prepare basic how-to guides or screenshots for repeated queries.Key Tools Theyll Work WithZoho CRM to manage tickets and member data.Microsoft Excel for mapping and correcting large data sets.Google Maps/Street View for address verification.SharePoint / OneDrive / Outlook / Teams for file sharing and communication

EaseBiz Fintech Solutions