Customer Service Support

RESPONSIBILITY:

Focus on converting targeted migrated clients into active users by assisting them in activating their New BOB account and encouraging usage of the New BOB platform.

KEY TASKS AND INITIATIVES:

Client Outreach

Call targeted corporate clients.

Explain the CMS migration and highlight the importance of activating their CMS accounts and using the New BOB platform.

Activation Guidance

Help clients locate the official Welcome Email containing: Organization ID, Login ID and Temporary password

Guide them through the login process on the New BOB interface.

Client Engagement

Invite clients to:

o Attend activation webinars

o Watch tutorial videos on YouTube

Support Scope

Activation Assistance: Help clients resolve common login issues such as: Incorrect credentials (e.g., invalid characters)

Copy-paste errors (extra spaces, wrong characters)

Use of incorrect CMS login li...