• Handle inbound and outbound customer calls in a professional and courteous manner • Identify customer needs and recommend appropriate products or services • Guide customers step-by-step through the process of signing up for products and services using the company website and portal • Provide basic troubleshooting assistance to customers experiencing issues during the sign-up or onboarding process • Meet or exceed sales, retention, and performance goals • Accurately document customer interactions in company systems • Resolve customer concerns with patience and a solution-oriented approach • Maintain a high level of product and system knowledge through ongoing training • Adherent to company policies, procedures, and ethical standards • Collaborate effectively with team members and support group decisions