Customer Service Associate Software upgrade Specialist

Job Description

Job Description

Customer Service Associate – Software upgrade Specialist 

Location: Bartlesville, OK

P ay Rate and Hours:

• Pay: $20.00/hr
• Hours: Monday-Friday, 8am-5pm 
• Length of Assignment: Project runs through February 2027, potential opportunity to transition to a long-term temp assignment.

Job Summary:
The Customer Service Associate - Software Upgrade Specialist is responsible for guiding customers through software upgrades and platform migrations via phone. This role involves assessing each customer's current software version, walking them step-by-step through necessary updates, and ultimately transitioning them to a new platform using a provided step-by-step guide. This position supports customers nationwide and requires strong attention to detail, patience, and the ability to follow through on multi-step processes with customers over the phone.

Job Duties:

• Conduct outbound/inbound calls with customer managers to assess current software versions in use
• Identify if customer is on the current software and walk them through each necessary updates to get them on the current software 
• Once the customer is on the current software version, guide them through migrating to the new platform using a reference guide
• Direct customers to locate specific data fields within their system and make required changes accurately
• Walk customers through enabling the new system and going live once all changes are complete
• Maintain accurate records of customer progress and completed upgrades
• Meet individual and team goals related to project deadlines and completion rates

Job Requirements:

• Self-starter who can work independently and stay on task without close supervision
• Ability to meet deadlines and maintain steady progress throughout the project
• Strong attention to detail and follow-through
• Ability to read, understand, and clearly communicate instructions from a written guide
• Comfortable walking non-technical customers through technical, step-by-step processes over the phone
• Strong verbal communication and customer service skills
• Basic computer/software navigation proficiency

Key Personnel Benefits:
While on Key Personnel's payroll, you can access Key's benefits package, including health, dental, vision, term life insurance, short-term disability, PTO, and more!

Key Personnel is an Equal Opportunity Employer.

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