Position: Customer Solutions Consultant

Reporting to: Manager, Customer Solutions

Location: Ortigas Center, Pasig City (Onsite)

Working Hours: Shifting Schedule

Start Date: ASAP

About Aptean

Aptean is a global provider of mission-critical, industry-specific software solutions. At Aptean, our mission is to solve tomorrow’s unique challenges today with unrivaled, purpose-built software and superior customer experiences from people who care. Our industry-specific solutions, designed to maximize business value and process efficiency, are at the heart of our customers’ operations. Over 10,000 organizations in more than 20 industries across 80+ countries trust Aptean’s solutions at their core to assist with running their operations. To learn more about Aptean and the markets we serve, visit www.aptean.com.

General Job Summary

The Customer Solutions Consultant is expected to provide application consulting and customer support to Aptean customers. This individual will participate as a member of the Customer Support and Implementation Team to deploy new projects, and/or provide on-going support to their existing installation. He/She will consult with customers in the configuration and usage of application modules, research and resolves problems and issues. Overall, this individual is expected to manage customer expectations and foster positive business relationships with all customers.

Knowledge: A seasoned, experienced professional with a full understanding of area of specialization; resolves a wide range of issues in creative ways. This job is the fully qualified, career-oriented, journey-level position.

Complexity: Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Networks with senior internal and external personnel in own area of expertise.

Supervision: Normally receives little instruction on day-to-day work, general instructions on new assignments.

Role and Responsibilities

• Consulting Services
  • Provide consulting services to customers based on Aptean’s service delivery methodology and procedures; services engagements may include implementation consulting, upgrade consulting, training, testing, and/or process improvement consulting.
  • Effectively work on multiple projects simultaneously.
  • Work collaboratively with project manager and project team to deliver projects on time, on budget, on schedule.
  • Submit time and expenses punctually each week.
  • Maintain a professional appearance when onsite with customers.
• Incident Resolution
  • Provide expert solutions to complex customer problems in a timely manner by receiving, clarifying and investigating incidents.
  • Take ownership of and follow-through with all priority customer incidents.
  • Offer complete and timely explanations to customers throughout the incident resolution process and ensure that customers’ staff fully understand issue, its resolutions and means for prevention.
  • Clearly and concisely document all customer interaction and all steps taken to resolve incidents.
  • Observe trends and recommend improvements to product design, documentation or implementation and create necessary enhancement requests.
  • Work with R&D and product line team to expedite incident resolution and ensure seamless delivery of support service to customers.
  • Determine when issues need to be escalated.
  • Set severity levels with customers.
  • May be assigned escalated tickets.
• Knowledge Management
  • Expand expertise within the product.
  • Attend training sessions offered and use self-study tools; assist with peer training as needed.
  • Contribute to a customer focused environment that encourages information sharing, team-based resolution activity, cross training and an absolute focus on resolving customer incidents as quickly and effectively as possible.
  • Create KB articles and documents using the Knowledge Centered Support (KCS) methodology, to be published and shared both internally and with the customer base.
• Communication
  • Ensure that all internal and external customer interactions are handled professionally and with the highest level of service, follow-through and consistently keep commitments.
  • Ensure a professional communication manner when in-person or on the phone at all times.
• Additional Duties
  • Participates in system and release testing and QA as needed.
  • Recommend improvements in Customer Solutions policies and procedures.
  • Additional duties as assigned by management.

A Successful Candidate

• Proven track record in providing stellar customer service and technical support
• Outstanding communication skills in the English language – both verbal and written
• Experience working for an ERP company or exposure to using ERP solution is an advantage
• Understands the industry and business environment served by the application
• Basic understanding of relational database concepts and architecture
• Excellent time management and organizational skills
• Strong analytical problem solving and decision-making skills
• Ability to work efficiently and independently and do whatever it takes to get the job done
• Ability to handle difficult or sensitive situations with diplomacy and tact
• Previous working experience using CRM (Salesforce) and/or other ticketing solution

Join the A-Team and experience the A-Life!

This role is primarily responsible for providing administrative support and coordination to recruiting operations including onboarding and post-acceptance activities in compliance with the service level agreements, processes, policies, and procedures.

• Creates and distributes offer letters
• Collects onboarding documentation and processes
• Coordinates with relevant stakeholders on changes to offer of employment
• Acts as point of contact for all questions related to pre-employment activities from candidates, recruiting, hiring managers and HR 
• Ensures compliance with all state and corporate regulations and laws
• Ensures strict adherence with standard protocols for electronic personnel file management and document storage
• Orders background checks, tracks completion, and assists in review and analysis of results 
• Prepares and communicates candidate background check clearances
• Connects with relevant key stakeholders and support groups to assist with onboarding, account creation, set-up, and IT requisition 
• Ensures all regional onboarding notification systems and processes are followed and updated to ensure local stakeholders are continuously informed
• Performs and tracks onboarding data entry for large volume of hires  
• Ensures accuracy of all data processed and entered in HR systems
• Engages and builds relationships with hiring team (hiring managers and recruiters)
• Escalates and analyzes identified issues and concerns to the Team Lead for timely resolution
• Keeps oneself updated of current processes and incorporates documentation updates
• Supports selected simple process improvements to streamline processes  

The creation of Asset Owner Solutions stems from many years of servicing Multi-Asset, fund of fund clients. Clients have been requesting solutions that provide full transparency on their portfolios, including fundamentally Private Equity Funds and equities & Bonds. Investors need to know the finer details of their total portfolios. They require to “drill down” into their underlying assets and sub-portfolios.

Investor solutions, in addition to providing Investment Accounting services to the Private Markets Fund of Fund clients, is leveraging state-of-the-art technology (“Cosmos”) alongside the technical expertise in delivering dynamic and transparent reporting solutions to the community.

Responsibilities

• Monthly review and delivery of pre-agreed performance reporting for various clients’ portfolios
• Review of various analytics (Total returns, IRR, Investment multiples, DPI and Yield on Cost) before and after release to the client
• Provision of initial insights to clients
• Production of the CIO reporting based on pre-agreed formats
• Preparation and review of investment parameters reporting
• Data provision and review to third parties as per client requirements
• Provision of ad-hoc analysis of performance/quantitative reporting
• Resolution of performance-related queries and the main point of contact for clients from a performance analysis perspective
• Implementation of change requests, including project work in new client onboardings
• Design and review of dashboards to meet client requirements and new business objectives
• Participation in workshops and requirements gathering sessions with clients, documenting those relevant to performance reporting and taking action with the broader team on delivering these reports and dashboard visuals
• Continuous review of the processes and procedures and taking initiatives to improve the control environment of the reports delivered to the clients and identifying ways to improve the efficiency of the department
• Liaise daily with IS colleagues based in London & overseas, attending conference calls and advising on proposed performance analytics and any additional project work
• Playing an integral role in the development and implementation of new investor reporting solutions, including participation in the testing & design environments
• Documentation of project tasks and group work and assigning these to relevant parties with required supporting communications
• Proactive in documenting procedures and policies as part of new client take-on to enhance resilience

COMPANY DESCRIPTION

Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable and secure payments network, enabling individuals, businesses and economies to thrive.

When you join Visa, you join a culture of purpose and belonging – where your growth is priority, your identity is embraced, and the work you do matters. We believe that economies that include everyone everywhere, uplift everyone everywhere. Your work will have a direct impact on billions of people around the world – helping unlock financial access to enable the future of money movement.

Join Visa: A Network Working for Everyone.

We are the Employee Enablement Solutions Team (EES) in Corporate IT, where we champion the technology needs of our Visa staff. Our mission is to drive exceptional quality, effectiveness, and efficiency of services to our users and business functions. Our vision is to evolve faster than the challenges, fill gaps that are yet unknown, and not only see around walls but knock them down. We have an exciting new position for a Content Writer.

We are looking for a hardworking professional who will oversee intranet content, ensuring it equips employees with the information they need to adopt various tools and technologies to stay productive.  This role involves maintaining the content's quality, accuracy, and visual design consistency.

Essential Functions

• Write, edit, and publish engaging content related to employee tools and tech processes on the company's intranet.
• Collaborate with technical teams to understand and accurately represent technology tools and processes in the content.
• Assist in maintaining the accuracy, relevance, and timeliness of the intranet content.
• Collaborate with stakeholders to understand their content needs and deliver accordingly.
• Monitoring site analytics, user engagement and feedback to improve the content.
• Maintain sound information architecture (site navigation).
• Liaise with the site development team on special projects and technical issues.

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

This role will give you the opportunity to:

• Work in a key part in the insurance industry, Reinsurance. The domain knowledge you will gain is in high demand.
• Be a part of an International Team: Our team is spread across USA, Philippines, and India.  
• Work in Cloud: We are heavily invested in Cloud and only getting started.
• Automation: You’ll work on creating new processes and tools that will replace manual processes and add more value to business.

Our CI/CD Stack:
GitHub, GitHub actions, SonarQube, JFrog Xray, ArgoCD

Our QA Stack:
Selenium, Eclipse, Java.

Our Dev Stack:
.NET/SQL Server, Azure

• This role will give you the opportunity to:

  • Work in a key part in the insurance industry, Reinsurance. The domain knowledge you will gain is in high demand.
  • Be a part of an International Team: Our team is spread across USA, Philippines, and India. 

• Work in Cloud: We are heavily invested in SnowFlake Cloud and only getting started.
• Offers an opportunity to showcase Data Visualization strengths in SQL, Power BI and SSRS.
• Great opportunity to come in at the ground level and build out the BI team and structure within a large organization.

Our DB Stack:
.NET, Power BI, Cortex, SSRS, SQL Server, AKS, SnowFlake

The Actuarial Analyst provides Reserving and Pricing support as part of the UK General Insurance Actuarial team.  The candidate will process, validate and interpret data to statistically model and determine results for the business. The candidate will be required to develop, maintain and update reports and communicate results into the Senior members of the Actuarial team.

The Master Trainer/Mentor will contribute to the design and development of curriculum and training courses, and deliver O2 Training of Trainers programs, provide monitoring and coaching to O2 local partners’ trainers and facilitators, and support TESDA and DepEd ALS administrators. S/he will organize, lead, or co-facilitate meetings and workshops as needed. 

Essential Functions

The Master Trainer/Mentor’s specific responsibilities will include, but are not limited to:

Curriculum and Instructional Materials Development

• Participation in consultative meetings and needs analysis for curriculum and training program design and development.
• Review, enhancement, writing, and creation of curriculum, blended learning, and instructional materials related to O2, which includes, but is not limited to modules, interactive audio instructions, complementary materials, and contextualized materials, among others.
• Review, enhancement, and development of instructional materials used for training of trainers, which includes, but is not limited to facilitator’s guides, participant handbooks, training presentation decks, online worksheets, and training handouts.
• Development and implementation of process flow for the creation of curriculum and instructional materials that involves instructional design, materials development, review and vetting of materials, and layout and finalization of the materials.
• Analysis and evaluation of training results and contribution to the continuous improvement of training curriculum, design, and instructional and learning materials.
• Creation, maintenance, and updating of a database of curriculum and instructional and learning materials developed by the O2 Technical Team.

Training Design and Implementation

• Planning and implementation of activities to strengthen systems service delivery, such as training higher education or training institutions, ALS providers, TVIs and TTIs, and other partners on life skills, 21st century skills, workforce readiness training, youth entrepreneurship, and other topics related to the goals of O2.
• Planning and implementation of a face-to-face and blended professional development training programs for ALS implementers in close coordination with the IR 1 Team and DepEd
• Planning and implementation of activities to strengthen systems and service delivery in TESDA trainers’ professional development and continuing education in close coordination with the O2 Team.
• Development, planning, organization, and facilitation Training of Trainers workshops (TOT) and refresher training on, but not limited to O2 curricula, Positive Youth Development, and systems-strengthening topics, for representatives of DepEd ALS, TESDA, the private sector, the Youth Development Alliances (YDA), Department of Trade and Industry, Philippine Employment Service Office, People Management Association of the Philippines, higher education institutions, youth service providers and trainers, and other partners and champions.
• Creation and review of training designs, learning materials, and monitoring tools for O2 training activities based on feedback from training partners
• Leading the delivery (actual training implementation) of capacity-building programs for multipliers and service providers at the National, Regional, Provincial, or City/Municipality level.

Curriculum and Program Implementation Guidance and Coaching

• Provision of support and monitoring of training of trainers’ programs and multiplier training programs on O2 curricula conducted by DepEd ALS, TESDA, and local partners.
• Provision of support to the O2 technical teams for the provision of monitoring and mentoring to DepEd ALS, TESDA, and local partners on the implementation of O2 curricula.
• Provision of support to local training providers to help integrate Work-Based Learning (WBL), entrepreneurship training and coaching, and technical training into their existing programs and services for DepEd ALS and TESDA youth.
• Provision of timely feedback, mentoring, and coaching to learning service providers to ensure high quality training activities at the field level.

Cross-Functional Alignment

• Provision of support and assistance to the O2 technical teams in co-developing and delivering trainings and support for implementing workshops, forums, and other learning events at the national and local level. 
• Provision of support in the dissemination of project-wide assessments results for good practices awareness.
• Provision of support to the O2 technical teams in effectively communicating the plans, outputs, and outcomes of training and delivery of O2 curriculum to DepEd ALS, TESDA, and local partners.
• Provision of support to the Grants Team and Youth Development Team Leaders to support and monitor the implementation of O2 curricula in their respective sites.
• Alignment with the Monitoring and Evaluation Team in ensuring quality of training and target goals are reached.
• Alignment with O2 staff in planning and delivering training sessions led by other teams, as needed, and provide technical inputs to team meetings and written materials for quarterly reports.

Organizational Relationships and Employment Status

• Directly reports to Manila-based Training Manager
• Based in Davao City, with availability to travel to all project sites
• Regular Full-time Employee

A LITTLE BIT ABOUT Boldr

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact. 
• We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

LET’S START WITH OUR VALUES

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE 
• At the heart of great partnerships, we’ll always find EMPATHY

WHAT IS YOUR ROLE 

As the Team Captain, you are responsible for the day-to-day functions of your team. You will assist in overseeing the company’s onboarding and host success policies, internal workflows, and priorities as well as be of service to your team members at any given time. You will be the main POC for any agent escalated issues related to onboarding and host success. You will be expected to devise solutions based on limited information to resolve issues and adapt existing processes. You will use evaluation, judgment, and interpretation to select the right course of action as needed and propose improvements. You will also work with the Service Delivery Manager and the People Team to identify growth and development opportunities for the team members.

WHY DO WE WANT YOU 

We are currently looking for impact-driven individuals who are passionate about helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic. 

WHAT WILL YOU DO 

Team Management 

• Ensure that the team meets the company’s onboarding and host success KPI targets 
• Manage operations and developments of the Boldr onboarding team including onboarding, training, and productivity tracking
• Collaborate with team to drive requirements to go live, strategy, and optimization of the onboarding process to ensure optimum host experience and a healthy marketplace
• Maintain daily, weekly, and monthly schedules to ensure that every day has coverage across the company different onboarding queues and projects
• Takes initiative in making necessary changes to schedule (sick days, PTO, switching shifts, holidays, etc.) and is assertive in jumping in to help when needed.
• Monitor attendance and people concerns of all team members, coordinating closely with the HR Team for disciplinary cases 
• Ensure team members are properly trained and working consistently to meet the company’s needs
• Lead team by example and maintain positive team morale by encouraging team members, giving shoutouts for quality performance and teamwork, and assisting in deciding who receives quarterly bonuses.

External Communications 

• Demonstrate mastery of the internal workflows and external user experience of the company’s onboarding and host success. Clearly communicate roadblocks and potential opportunities to cross functional teams.
• Provide frequent and important updates to the team about team productivity, efficiency, and performance as well as ideas for improved processes, workflows, etc. Examples can include: 
• Weekly updates on different queues, priority focus of the week, training reminders, etc.
• Video updates on time to first response, activation rate, team and individual metrics, etc.
• Understand, investigate, and solve any complex onboarding and host success issues including but not limited to requirements to go live, onboarding priorities, host communications, and host quality.
• Identify opportunities for continuous improvement and scaling growth, in coordination with the Service Delivery Manager 

Internal Coordination (Boldr Management)

• Work with the People Team to make recommendations for their team member’s career advancement based on their aspirations and learning needs 
• Relay consistent issues to the Service Delivery Manager in a timely and efficient manner

People Development 

• Identify growth and development opportunities for team members to enable career progression and self-development 
• Conduct and document impactful 1:1’s with team members to monitor and assess team members’ performance, and provide timely feedback through regular coaching through the Employee Discussion Log and Quarterly Performance Appraisals
• Helps in culture building particularly in embracing our Core Values and exemplifying what a Boldr leader should be.

Additional Day-to-day Responsibilities

• Review and take action on accounts for potential violation of our Community Guidelines or Terms of Use
• Handle a high volume of host-facing support tickets and submissions while providing friendly and efficient service 
• Ability to take initiative and maintain productivity independently with minimal supervision
• Implement policies related to the Client’s products.
• Contribute to the ongoing development of customer support and success processes.
• Demonstrate mastery of the company and Client’s offerings (i.e. its product and services).
• Understand, investigate, and solve any complex client requests or complaints; particularly when multiple departments or teams are involved.
• Identify opportunities for continuous improvement and additional client value, discussing directly with the Client Experience Manager.

WHAT WE’LL LIKE ABOUT YOU 

YOU ARE… 

• Curious and authentic, just like us! #beboldr 
• Passionate about learning and developing relationships with clients 
• Analytical and a problem solver 
• Strong English Communicator - both written and oral 
• Able to multitask and prioritize 
• Adaptable to change and attentive to detail 
• Able to work well in a team environment 
• Able to reduce frustration on heated topics by listening and being solutions-oriented 
• Fluent and articulate with strong writing and clear presentation abilities - persuasive but empathetic 
• Able to handle conflict and pressure, to set priorities and abide by them, and to consistently maintain a positive client service image under difficult conditions

YOU HAVE… 

• Bachelor's/College degree in a relevant discipline you’re passionate about
• Three years of supervisory experience in a related field 
• At least 1 year of BPO (Customer Service or Sales) experience 
• Intermediate knowledge of cloud-based applications (Google Drive, Google Sheets, Google Docs) and MS Office applications 
• Excellent verbal and written communication skills 
• An ability to understand and communicate complex ideas to clients 
• Aptitude to quickly learn and navigate new technology, systems, and applications 
• Ability to accept feedback gracefully and with an open mind 
• Customer orientation and ability to adapt/respond to customers with diverse backgrounds

• Law Benefits
• Private Health Insurance
• Paid Time Off
• Training
• Life insurance
• Mental Health Support
• Learning and Development Programs

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Hi! We’re Smartsourcing, looking for a Civil Site Engineer who can work with us full-time and on-site!

Earn up to 35K!

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