WHAT IS YOUR ROLE

We’re looking for a self-starter, hard-working, and dedicated team member to jump in and be a key part of our Client Experience team.

In this role, you are responsible for maintaining and nurturing Boldr’s Client relationships as well as developing and empowering Boldr’s Team Captains to be successful in their role. You will act as a business owner taking full accountability for the success of your Client and teams, ensuring they are fully equipped to meet our commitments to our Clients and doing so with the highest level of quality.

You will help foster a healthy working environment for our team members. You will represent Boldr to our Clients and act as our internal Client across various departments. You will need to be laser-focused on our operational performance and comfortable with the management of global teams on a daily basis.

You will be responsible for day-to-day Client communication, performance reporting, training, and escalation management. Having an eye for details will be important as you’ll be maintaining all Client Success tools and procedures.

WHAT WILL YOU DO

Processes

• Develop and maintain an authentic relationship with all the Client and internal stakeholders.
• Execute daily and weekly reviews of our operational performance with Client stakeholders and Boldr leadership.
• Ability to work seamlessly with different departments namely: Implementation, Client Solutions, Finance, IT, People Experience and Office Operations.
• Communicating and resolving basic to complex inquiries and concerns in an accurate, valid, complete, and timely manner.
• Create and manage Client contracts such as MSAs and SLAs.
• Manage a team of Team Captains and monitor compliance against SLAs and achievement of Client KPIs.
• Root cause analysis, planning and execution to ensure KPIs are met
• Partner with Team Captains to ensure documentation is constantly updated and identification of process improvements are sourced with the TC and their team.
• Facilitate Client Business Reviews in partnership with your SBU Head and organize the Boldr team to create these reviews.
• Develop, maintain, and leverage relationships and networks within the Client organization to identify and develop business growth opportunities
• Update Hubspot deal cards and ensure all necessary items are appropriately invoiced.
• Follow up with clients on invoicing, pricing discrepancies, and other billing-related issues.

People Management

• Supervise and develop Team Captains through guidance, observation, and performance management activities.
• As needed, joins the Team Captain on calls with the Client, team huddles or coaching sessions to stay up to date with all Client and team developments.
  • This also provides an opportunity to observe the Team Captain’s presentation, Client communication and coaching skills.
• Taking steps to ensure learning and growth through development plans and, when necessary, progressive counseling.
• Promote and foster a culture of continuous improvement by providing positive and constructive feedback to team members.
• Establish, promote, and maintain the Boldr culture within the organization.
• Understand employee career growth aspirations to enable matching Boldr’s needs with employee abilities.
• Act as the escalation point for the Team Captains and Senior Team Captains.
• Responsible for upholding our organization’s values throughout the workplace
• Monitor achievement of internal and external KPI’s and ensure Operational Excellence
• Identify performance issues, conduct root cause analysis, and work with operations to improve performance on KPIs through motivating, guiding, and holding local operations managers accountable for following SLA.

Tools, Administration, and Reporting

• Familiarity with Google Suite of Services is a must for this role
  • Gmail, Drive, Sheets, Slides, and Docs are used heavily in Boldr
• Experience with Hubspot is a plus.
• Maintain Client schedule (Weekly Updates, MBRs, QBRs, Implementations) and collect feedback and drive necessary actions to completion

Training

• Coordinate necessary training and best practices related to Tools and Processes
• Onboard new hires to ensure they are fully ready to succeed in their role.
• Lean six sigma knowledge and/or certification is a plus

Ongoing support and knowledge sharing

• Obtain feedback from Clients and team members on processes and tools to ensure continuous improvement
• Provides input and communication to drive Client Success improvement, for all Clients, enterprise-wide.

YOU HAVE…

• 2+ years in a Client facing role (Ops manager)
• 2+ years knowledge of BPO, Staffing, Tech, or other Business Service Industries .
• 2+ years people management experience.
• Manipulate Excel or Google Sheets and will be helpful with the reporting work you’ll be responsible for.
• Create dashboard and provide visibility to stakeholders
• Identify root causes, design and execute action plans
• Focus on listening and understanding what other people are saying, ask questions as appropriate, and not interrupt at inappropriate times.
• Maintain an open dialogue with the organization's external and internal Client partners in both positive and negative situations.
• Read, research, and draft letters, emails, and documents.
• Identify complex problems and review related information to develop and evaluate options and implement solutions.
• Speaking in a public setting and delivering presentations to individuals and groups.
• Cope effectively with losses or rejections by moving on to other challenges and learning from past experiences.

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

WHAT YOU’LL LIKE ABOUT US

● Great company culture! Our diverse backgrounds, commitment, and passion are the things that make us great.

● We geek out on new ideas, proposals, and anything that will positively impact our clients, and of course, you!

● We’ve got training sessions in-store to help you level up your skill set.

● With you on Boldr’s side, we’ll tackle social responsibility initiatives together.

● We have rest and relaxation benefits.

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

We’re currently looking for a high caliber professional to join our team as Vice President Business Planning & Analysis (BP&A) and Projects Manager - Hybrid based in Manila , Phililppines. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

· Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

· We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.

· We empower our employees to manage their financial well-being and help them plan for the future.

· Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

· We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

· We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.

The Senior Project Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise. Involved in short-term planning resource planning. Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations and may include budget approval.

In this role, you are expected to:

• Continuously help evolve the organization and the individual teams to remain effective and compliant while reducing scale. Design and implement strategies and processes that generate improvement, drive efficiency through digitization and improving control risk. Create durability that is consistent with the length of residual obligations and activities.

• Drive administrative, operational, reporting and quality improvements through partnership with internal teams.
• Prepare project plans and identify all tasks and dependencies into a logical implementation task plan by which to manage and monitor day-to-day work and progress.
• Contribute for successful delivery of key changes as per Book of Work. Lead extraction and analysis of material & data volumes to identify trends, anomalies, and areas for improvement, and can present such analysis in a clear and concise manner – whether in Excel or ppt to guide decisions required from stakeholders.
• Prepare project plans and identify all tasks and dependencies into a logical implementation task plan by which to manage and monitor day-to-day work and progress.
• Lead UAT testing prior to any new implementation and gather feedback post release to design additional improvements for future production.
• Provide subject matter expertise for internal queries relating to appropriate projects.
• Provide leadership for change management including work efforts, projects, and programs for recently completed divestitures. Provide oversight of the Business-Critical Milestone reporting process and other PTS reporting processes to ensure quality, efficiency, and accuracy
• Work with Technology leadership to support the business strategy. Create inventory of process simplification opportunities using digital tools. Reducing manual touchpoints in the process would be most critical deliverable.
• Perform end to end resource management processes including maintaining robust role level staffing plans by working closely with senior Finance managers and Planning Unit coordinators to ensure the teams remain within budget.
• Manage department’s financial planning activities (Forecast, Outlook, and Plan) for FTE expense to ensure the team remains within budget guidelines while also maximizing budget available to ensure adequate resourcing coverage across the teams. Prepare materials to articulate current and forecast views on activities relating to FTE and Non-Compensation expense, Maintain and centrally coordinate the department’s expense and headcount management processes.
• Support resolution of issues by offering solutions to resolve complex problems, and by interpreting and advising on policies, guidelines, or processes. Provide management with regular updates on status and issues requiring escalation.
• Conduct analysis and executes tasks that contribute to work streams focusing on broad range of initiatives independently.
• Manage relationships with key stakeholders across the organization, including the day-to-day execution activities and meetings.
• Work with Senior Management, Recruiting, Finance and Vendor Management to understand and track headcount, identify trends, and resolve issues as they emerge.
• Support integration of new teams as divestitures are completed in additional countries with a focus on resource planning, project management and PTS, and process optimization.
• Ensure internal service providers have appropriate tracking and reporting to meet internal or external requirements.
• May present information and results to Holdings management as well as various governance forums.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
• Involved in short- and medium-term planning for broad issues affecting operations.
• Applies broad and comprehensive understanding in multiple functional areas as well as underlying business values. Provides evaluative judgment based on analysis of information in complicated, unique, and dynamic situations; draws on diverse range of internal and external sources.
• Thorough knowledge of how own function integrates within the overall organization to contribute to achieving business goals; requires a good working knowledge of the industry.

As a successful candidate, you’d ideally have the following skills and exposure:

• 10+ years relevant experience
• Prior experience in BP&A and/or project management would be preferred
• Ability to successfully manage relationships across multiple functions and execute against collective goals.
• Self-starter who can work independently.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Manage occasionally complex and varied issues with significant cross- departmental impact.
• Proficient in the use of basic Microsoft applications (Word, Excel, PowerPoint).  High proficiency in Excel
• Demonstrated understanding and experience with PTS (Project Tracking System), including set up and execution.
• Bachelor’s/University degree or equivalent experience.

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com/dei

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