Enterprise Meeting & Client Preparation:
- Build comprehensive pre-meeting briefing documents.
- Prepare agendas and capture detailed meeting notes.
- Maintain shared client project trackers.
Internal Coordination & Cross-Functional Follow-Up:
- Track status of Jira tickets and escalate stalled items.
- Triage client requests from Zendesk to internal teams.
- Chase outstanding internal deliverables proactively.
CRM & Data Hygiene:
- Maintain accurate records in Salesforce for enterprise accounts.
- Log client interactions and internal handoffs.
- Generate CS reports and dashboards.
Documentation & Process Development:
- Document coordination workflows and task patterns.
- Build an operational playbook for the CS team.
- Flag opportunities for process improvement and automation.
Wheel
Wheel is evolving the traditional care ecosystem by equipping innovative companies with a platform to deliver virtual care at scale. They offer strategies and technologies to foster engagement, build brand loyalty, and maximize return on investment.