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Customer Support Agent

Job not on LinkedIn

🕒 September 2

đŸ‡ș🇾 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

đŸ‘» Ghost score 12%

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Logo of Luke Coutinho Holistic Healing Systems

Luke Coutinho Holistic Healing Systems

51 - 200 employees

Founded 2015

🧘 Wellness

đŸ„ Healthcare

📚 Education

Wellness ‱ Healthcare ‱ Education

Luke Coutinho Holistic Healing Systems is a consumer-focused wellness and lifestyle medicine organisation led by Luke Coutinho and Team Luke that delivers personalised, program-based foundational medicine support. They provide one-to-one consultations, coach-led and self-paced courses, masterclasses, corporate wellness talks, and specialised condition-specific programs (cancer support, gut care, hormonal care, pregnancy, children’s nutrition, GLP-1 lifestyle support, pre-wedding reset, etc. ). The approach emphasises 'Foundational Medicine'—strengthening lifestyle pillars (food, movement, sleep, emotional well-being, environment, breath) to support conventional medical care—and services are delivered digitally for clients in India and internationally. The organisation includes multidisciplinary practitioners (registered dietitians, doctors, counselors, fitness and yoga instructors) and offers paid signature programs, free resources, and community learning resources.

📋 Description

‱ Provide operational support to the Sales team ‱ Enter, verify, assign, and update leads in the CRM ‱ Identify and resolve duplicate, referral, and renewal leads ‱ Maintain referral information and lead allocation ‱ Monitor daily lead assignments and escalate discrepancies ‱ Contact newly enrolled clients and guide them through onboarding ‱ Share, track, review, and approve PDMRs ‱ Follow up on pending PDMRs and coordinate with Wellness Ambassadors ‱ Resolve PDMR issues with IT and coordinate PDMRs for consultations ‱ Raise and track CRM/system-related tickets with IT ‱ Maintain documentation of recurring issues and solutions ‱ Coordinate approved refunds and manage program transfers ‱ Monitor installment payments and follow up on overdue payments ‱ Coordinate invoice requests with Accounts and track completion ‱ Maintain the Employee Referral Tracker and verify referral eligibility ‱ Prepare monthly referral payout reports ‱ Maintain operational trackers and CRM data ‱ Respond to Sales team requests and provide backup support during leave or high workload ‱ Identify opportunities for process improvement and automation ‱ Handle additional responsibilities assigned by the Sales Manager

🎯 Requirements

‱ Experience requirements are not specified in the posting ‱ Ability to accurately manage CRM data, lead administration, client onboarding, PDMRs, payments, refunds, transfers, invoices, and operational trackers ‱ Ability to raise, track, and follow up on CRM/system-related IT tickets ‱ Ability to coordinate with Sales, Wellness Ambassadors, IT, Finance, Accounts, and HR ‱ Ability to prepare monthly employee referral payout reports ‱ Ability to identify process improvement and automation opportunities

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