Customer Service Representative I

Meridian Group International
1dHybrid

About The Position

The CSR I is a foundational, administrative role focused on the clerical execution of customer needs. This role handles the "Business-as-Usual" (BAU) requests that keep the client-MSP relationship functioning. They are responsible for the high-volume, repeatable tasks—such as portal updates, shipping inquiries, and basic reporting—that do not require technical troubleshooting or strategic planning.

Requirements

  • 0–12 months in a clerical, administrative, or office coordinator role.
  • High attention to detail (data entry accuracy is paramount).
  • Strong written communication for professional email correspondence.

Nice To Haves

  • Familiarity with CRM or ERP systems (e.g., NetSuite, ConnectWise, Salesforce).

Responsibilities

  • Request Fulfillment (Non-Technical): Execute administrative service requests including password resets for non-technical portals, document retrieval (SOAs, invoices), and basic account updates.
  • Logistics Coordination: Provide status updates on hardware orders, tracking numbers, and shipping timelines.
  • Data Entry & Maintenance: Update client contact records, site addresses, and communication preferences in the CRM and ITSM tools.
  • Inbound Routing: Act as the "Traffic Controller" for inbound non-technical inquiries, ensuring they are documented and assigned to the correct internal department (Billing, Procurement, or Success).
  • Basic Reporting: Generate and send standardized, automated reports (e.g., monthly ticket volume or asset lists) upon client request.
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