Manage day-to-day customer success operations: maintain CRM data, coordinate onboarding and renewals, generate reports, create documentation, prioritize tasks and escalations, support cross-functional teams, and identify process improvements to enhance customer experience.

Serve as primary contact for prospective and current clients, assess needs, guide onboarding, document interactions, escalate issues, coordinate with internal teams, and improve workflows while managing high-volume communications.

Serve as the first point of contact for prospective families: handle high-volume inbound/outbound calls, assess eligibility, qualify leads, schedule appointments for clinical teams, maintain records in HubSpot, meet sales KPIs, and ensure compliant, empathetic customer interactions while using Microsoft Office tools.