Customer Support Agent

Our client is a leading holistic wellness organization dedicated to transforming lives through evidence-based nutrition, lifestyle, and integrative health coaching. Key Responsibilities Manage and maintain lead data, allocation, referrals, and CRM updates. Coordinate client onboarding and PDMR completion for seamless program initiation. Handle CRM-related issues by coordinating with the IT team. Process refunds, program transfers, and ensure accurate backend documentation. Track installment pay…