Customer Training & Office Operations Specialist

Customer Training & Office Operations Specialist

Location: Brooklyn, NY — In Office
Schedule: Slightly flexible hours
Compensation: Competitive salary based on experience

A growing insurance software and payments company is looking for a motivated, organized, and personable team member to join our Brooklyn office. This is a versatile role that combines customer training, sales follow-up, and general office support.

Responsibilities

Train new and existing customers on our software and online platform

Assist customers with questions and provide ongoing support

Follow up with leads and prospective customers

Help move sales opportunities forward and maintain follow-up

Communicate with customers by phone and email

Assist with onboarding new customers

Handle general administrative and office tasks

Work closely with our sales, support, and development teams

Help identify customer needs and communicate feedback to the team

Qualifications

Excellent communication and interpersonal skills

Comfortable speaking with customers by phone and in person

Organized, reliable, and able to follow up consistently

Comfortable learning and demonstrating software

Basic computer skills and familiarity with email and office applications

Sales or customer service experience is a plus

Insurance industry or software experience is a plus, but not required

We are looking for someone who is a self starter, enjoys working with people, and can take ownership of tasks from start to finish.

Compensation will be based on experience and qualifications.