Customer Care Consultant

Reporting to: Team Lead

A SNAPSHOT OF YOUR ROLE

We’re an outsourcing provider with a difference—offering clients flexible engagement models backed by our solid suite of shared support services. As a Customer Care Consultant, your role is vital in keeping our customers happy and contributing to our organization’s growth and success.

Customer Care Consultants are the first point of contact to deal with existing or potential customers’ enquiries. The role is required to establish effective relationships with the customer by gaining trust and respect and in turn generating customer information in order to deliver a solution

You’re the genie that fulfils our clients and customer’s needs. You’ll represent the account and interact with clients, brokers, and other parties through emails and calls and ensure their services- are addressed in a timely and efficient manner. You use analysis, focus, and patience, coupled with product knowledge to effectively execute what is required. Your day could see you:

• Provide a first class customer service experience to our clients.

• Providing smart, effective and efficient service to customers.

• Act quickly and decisively in determining customer needs.

• Promote the campaign as a leading Energy provider by delivering quality customer service to new and existing Simply customers.

• Respond to enquiries about gas and electricity (depending on geographic location) and various client promotional offers.

• Identify sales opportunities, up selling and cross selling of products to new and existing customers.

• Address complaints or fault inquiries and transferring calls as required to appropriate personnel in order to achieve a positive customer outcome.

• Comply with all Quality requirements and scripting at all times.

• Ensure all privacy requirements are adhered to accurately enter all data including relevant and appropriate notations on customer files.

• Implement and observe all Acquire BPO conditions of employment and policy guidelines (with particular regard to personal conduct, presentation, behaviour).

• Commitment to maintain all company workplace health and safety procedures.

• Perform various duties and projects as allocated by the Team Leader or members of Management.

• Contribute to an effective monthly one-on-one progress review with the Team Leader.

• Respond to Performance Improvement Plan stipulations and any coaching requirements.

• Actively participate in team and department activities.

A BIT ABOUT YOU

• Excellent in customer service.

• Previous experience in a customer service environment is mandatory.

• Sales background, ideally in a Contact Centre environment.

• High level of literacy and numerical skills.

• Ability to effectively use computers and IT systems.

• Clear and Effective communication skills.

• Sales and Negotiation skills.

• Ability to work under pressure and maintain a positive attitude.

• Able to manage time effectively, works with a sense of urgency whilst maintaining attention to detail.

• Relates well to all kinds of people, able to build rapport and out people at ease.

• Results orientated with the ability to meet targets.

WHAT SUCCESS LOOKS LIKE

• High customer satisfaction.

• Exceeding/on target scorecard rating.

• Exceeds accuracy goal.

• Meeting settlement deadlines.

WHAT WE VALUE

We’re proud of our diverse global team, all working in a collaborative environment and happy to share these common values:

• Collaboration: Brilliant jerks can be brilliant elsewhere.
• Impact: Do, get it done, create impact.
• Passion: Be positive, bring passion and energy.
• Transparency: A transparent team can help each with other.

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

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!

• 5+ years' experience as project/program manager/Subject Matter Expert, delivering complex system-integrated business application projects. Ideal candidate will have deep knowledge and experience with project planning, execution, go-to-market activities, and managing cross-functional, global project teams.
• Motivated self-starter with the ability to work independently while coordinating activities with cross-divisional teams to achieve desired results, effectively prioritize and multi-task under tight deadlines.
• Ability to successfully engage in multiple initiatives and complex situations simultaneously
• Visa subject matter and/or payments expertise
• Strong organizational skills, as well as the ability to adapt quickly to changing priorities, assignments, and roles
• Excellent analytical, communication, written, presentation, interpersonal, and time management with the ability to interact professionally with a diverse groups of executives, managers, and subject matter experts
• Understanding of Genesys IWS, Chat, Telephony, IVR and associated routing, queue functionality and reporting
• Understanding and a willingness to learn Artificial Intelligence related to Bot and reporting functionality
• Experience with Knowledge Management systems and methodologies and KM governance

Team Summary

Client Services provides industry-leading operational support to Visa’s clients around the world. B2B Acceptance Resolution team is a global team dedicated to improving acceptance and tackling challenges in the B2B space worldwide. With our deep knowledge and expertise, we bring the voice of the customer into the design, development and successful deployment of Visa products and services. We are trusted partners to Visa’s clients, providing expertise to support and successfully grow their business.

What the Consultant, Technical Solutions - Acceptance does at Visa:

The Consultant, Technical Solutions - Acceptance position is an individual contributor role responsible for providing technical expertise, product consultation and problem resolution. This individual will primarily work with Visa Issuing Financial Institutions, technology partners, as well as internal product and IT operational teams. This is a customer facing role and this person will work as the functional / technical specialist to educate, inform, and solve complex problems for B2B payments.

This role includes managing the operational side of the client relationship and has a focus on working with partners in the payment ecosystem to further improve card acceptance across the market.

In this role, you are expected to

• Provide technical consultation and problem resolution to clients
• Identify and remove operational reasons for non-acceptance of card payments, partnering with both internal and external stakeholders to drive resolution
• Build and enhance positive working relationships with key clients and internal stakeholders
• Monitor and analyze key trends with live merchants and partners, escalating internally where appropriate
• Utilize CRM (Microsoft Dynamics) to respond to client inquiries, providing prompt response, status and keeping client updated throughout the incident
• As part of a global team, keep peers and relevant stakeholders informed and provide updates
• Manage all acceptance solution operational activities
• Act as liaison for the client by working with key internal teams including IT Operational teams, Product, Sales, and other business leaders
• Engage B2B Mobility Product organizations to regularly review and identify permanent solutions to frequently encountered operational issues
• Educate and train clients on best practices for all supported services
• Represent complex customer change requests, system, or operational requirements, negotiate and manage expectations internally and externally
• Proactively notify clients regarding any widespread or business critical problems with the application,
• Stay current with Commercial and Money Movement Solutions, releases and inform / educate clients as needed on latest enhancements
• Follow the Sun support, as appropriate

Why this is important to Visa

The Consultant, Technical Solutions - Acceptance is vital in helping Visa to deliver against the operational needs of a key market segment, allowing us to provide the right support and partnership that recognises client specific requirements. This role provides an excellent opportunity to grow Visa’s business by driving value to our clients through effective, customer centric support.

Projects you will be a part of

As part of the team, you will get opportunity to work on strategically important projects for clients and Visa

• Working with the in-country team to expand the business in the market
• Working with regional and global client services counterparts deliver a seamless client experience Understanding the new products and services requirements and coordinate internal resources to accomplish Visa and client objectives

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.

In this role you will work with cross-functional team members to help respond to Requests for Proposals (RFPs), and Requests for Information (RFIs) and manage the proposal development process to ensure on-time delivery of compelling, compliant, and well-written proposals.  This requires an in-depth understanding of the company's products and services and as such you will work closely with the product and sales teams.  You will be the company's product subject matter expert.

The position involves researching, writing, and producing a high volume of client-facing documentation on behalf of our company in support of an array of our products. This role will successfully communicate and collaborate with a variety of internal stakeholders including, Project Management, Sales, & Engineering leads and other subject matter experts, as needed - and thus, is a highly visible role. 

The Solutions Consultant should exhibit strong written and presentation skills, excellent attention to detail, and the ability to generate creative ideas while working both independently and collaboratively. The successful candidate is expected to be a self-starter, multitasker who works well under pressure, and follows through on tasks. We are looking for a strong team member who leads by example and keeps the team informed of changes.

Key Responsibilities

• Assist the sales team in qualifying opportunities, documenting the solution and delivering an outcome to customers.
• Facilitate on-site and remote product demonstrations and deliver proof of concepts.
• Prepare responses to RFIs and RFPs - own proposal kickoffs and debrief meetings, as well as prepare detailed proposal plans, schedules, outlines, and compliance matrices for all phases of proposal development.
• Work closely with Product, Operations, Compliance and other teams as needed to formulate responses aimed at winning new business and ensuring a consistent message is articulated throughout RFIs and RFPs.
• Assist in building relationships with partner organizations within the AP region.
• Solicit management reviews and approvals during proposal development
• Lead and/or support the development and submission of winning bid responses by working with internal experts as required
• Maintain, augment and improve library of reusable components, templates, and processes to reduce response time and improve quality on future bids
• Provide technical advice and support to customers on site as needed.
• Work with the product, support and sales teams to ensure customer satisfaction and retention.
• Own and manage end-to-end product launch with the clients
• Utilise solution selling tactics, ask strong discovery questions, uncover pains & problems from customers using a range of sales methodologies
• Work closely with Product managers and provide voice of the customers and continuously improve Zai’s product suite.
• Generate strong relationships through events outside of your core hours such as Expo’s, MeetUps, Industry Panels, Industry influencers and key lead channels

Key Stakeholders

• Finance
• Product
• Commercial Teams
• Customer Experience

Subject matter knowledge and experience

• Strong technical background/knowledge with a focus on API and integration/payment gateway technologies, able to build great relationships with highly technical customers
• Bachelor’s degree, or equivalent in relevant experience
• Extensive experience in payments, technology, SaaS and writing winning response documents
• Proven ability to work across organizations with effective communication, leadership, and project management skills
• Proven attention to detail
• Excellent writing, grammar, and spelling ability
• Excellent presentation and written/oral communication skills
• Ability to work in a deadline-conscious, results-driven environment
• Experience working independently within a fast-paced, high-growth & agile environment, self-driven and outcome oriented (Internet/Software companies)
• Excellent presentation, diplomacy & negotiation skills with outstanding verbal & written communications, developing proposals & decks for customer/prospects presentations
• Tech Stack: CRM (Salesforce, HubSpot) G-Suite, Slack, Atlassian Suite (Confluence & Jira)

Skills and Competencies

• Strategic thinking in order to take vision through to reality
• Negotiation and Conflict Management skills
• Team-building and Interpersonal skills
• Understanding of business acumen
• Excellent communication skills

This is an individual contributor role responsible for solving complex problems and taking a broad perspective to identify solutions for new and existing Visa digital initiatives. This role serves as a technical/functional consultant for Content Services and Implementations Support which requires strong communication, organizational, analytical and execution skills. This role works independently with guidance only in the most complex situations.

Responsibilities

• Lead and execute high quality implementation support to Visa clients and processors to ensure client expectations are exceeded.
• Provide project support for Content Services (email collaterals, image assets, etc.) and digital product implementations.
• Coordinate with internal partners to understand the requirements and manage project requests while meeting client expectations.
• Drive the project completion to success from requirements gathering, build, testing and deployment to Production.
• Manage routine and non-routine complex processing and change requests, as well as support client initiatives.
• Prepare and maintain project tracking, status reports and issues logs.
• Build and enhance positive working relationships with key Visa client institutions, processors, and internal stakeholders.
• Communicate complex, technical concepts in a focused and well-organized manner.
• Responsible for own workflow assignments and must be able to take the initiative to resolve problems and meet delivery commitments.
• Report client project accomplishments and deliverables to management regularly.
• Create and update internal support documents to assist internal and external partners.
• Proactively identify operational opportunities to increase service quality and efficiency.
• Establish great collaboration with business partners by being able to speak confidently and professionally.
• Assume appropriate decision-making authorities to ensure flawless execution of project objectives.

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.

Acceptance Solutions Service Enablement the team responsible for the end-to-end user journey and support servicing model for clients: Issuers, Acquirers, Processors, Technology Partners, and Merchant who accept and process digital and face to face digital transactions.  Acceptance Solutions is one pillar of the Value-Added Services global servicing and support team working with clients worldwide to develop and deliver the best servicing and support model for Visa.

The Service Enablement team is the liaison between Client Services and internal teams. This role is recognized as a thought leader and authority on client enablement functions and needs. This role prioritizes our customers and places them at the heart of our business operations, products, and enhancements. The goal is to offer positive experiences to our customers using common goals and data to drive improvements.

What You’ll Do, Day To Day.

• Hold teams accountable to improve the client experience through data driven projects that tie to OKRs and goals

• Maintenance and creation of all artifacts such as end to end journey maps

• Visio mapping to document regional and functional processes to highlight where we have differences and inefficiencies, and leverage as a tool to identify areas of opportunity. This will also serve as a resource to share with stakeholders

• Continuous improvement to existing services and processes

• Maintain a continuous path of global CS communication to provide timely feedback to Product 

• Identify/prioritize key product needs, dependencies with regions, define success measures and track status with internal teams

• Engage with Product to provide input to design, development, implementation, client engagement and support process with regional feedback and a client lens 

• Support Client Services as an escalation contact for improving the client experience

• Responsible for workflow assignments and maintain commitments toward taking initiative to resolve problems and meet deadlines

• Provide governance to meet target milestones

• Streamline internal processes to enhance effectiveness

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.

• Drive Lean Six Sigma Tools and Principles adoption
• Conduct Process Maturity Assessment and leverage analyzed output in transformation projects
• Support operations in data-driven decision making, Root Cause Analysis and strategic initiatives through analyzed data
• Facilitate value stream mapping activities and support the business in identifying wastes and creating a process transformation roadmap
• Conduct Process Assessment to identify process automation opportunities
• Applies comprehensive knowledge and a thorough understanding of Lean Six Sigma/Project Management/Process Improvement concepts, principles, and technical capabilities to perform varied tasks and projects
• May contribute to the development of policies and procedures
• Works on complex projects of large scope
• Design solutions (automation & process improvement) consistent with organization objectives in line with process, people, policy, and technology challenges
• Completes work independently receives general guidance on new projects
• Work reviewed for purpose of meeting objectives
• May act as a mentor to less experienced colleagues
• Facilitate Continuous Improvement specific workshop(s)/training(s)Design/Redesigns contents to ensure it matches the learner’s needs
• Manages and maintains all reports, files and documentation associated with training delivery
• Provides regular coaching, feedback, and mentoring opportunities to trainees
   

Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.

Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.

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• Provide dedicated implementation and configuration support to assigned Visa clients within a market and/or support to assigned countries/markets
• Manage multiple types of complex configuration requests in support of client and Visa initiatives. This involves the coordination and prioritization of resources from various teams, and new processes to be developed based on committed and tight deliverable dates

Client Engagement & Support

• Provide initial consultation and guidance on clients’ requests and needs
• Coordinate directly with clients to understand program set up requirements and manage steps required to support all new card program installations, processor conversions and updates to existing programs without customer impact
• Participates in on-call rotation for event management serving as escalation and resolution contact point for both internal and external clients
• Attends project kick off meetings with client and Visa project team
• Provide responsive, accurate, and timely communications to internal and external stakeholders

Systems Management

• Review, research, and analyse each client configuration request in detail to ensure completeness and accuracy
• Ensure execution of all deliverables including ownership of implementation requests
• Prepare accurate estimation and processing of billable tasks
• Provide problem resolution support for production and testing configuration changes
• Provide 24 x 7 support for escalated inquires related to client configuration changes
• Evaluate incidents and document/share lessons learned with teams

Team Support

• Act as lead for corporate and/or client initiatives – both internal and external – using best practices, lessons learned, and technical/analytical skills
• Assess operational opportunities to increase service quality or efficiency within department
• Proactively identify, recommend and execute on agreed opportunities for process improvement resulting in improved efficiency and effectiveness, and increased customer satisfaction
• Acts as a subject matter expertise (SME) within CCM and within company as it relates to client configuration set ups
• Ability to demonstrate subject matter expertise and knowledge specific to clients’ system and processing set up from a technical and/or operational perspective
• Act as on-call point of contact for activities that require CCM’s assistance outside of business hours. This may be in support of an external client or internal issue. For example, be available after business hours in the event a system or edit job fails and requires changes to avoid client impact on the committed date
• Facilitate and lead internal meetings, as applicable

General

• Build and enhance positive working relationships with Visa clients and internal stakeholders (i.e. Account Management, Project Management, & Testing)
• Prepare and lead training to internal and/or cross-functional teams and external clients, as applicable
• Responsible for the review and approval of other team members’ implementation work packets. These work packets represent the Visa system table changes involved within a client’s request and requires a review in multiple Visa applications. The Consultant provides the second review/approval for complex and large project initiatives (i.e. major client brand conversion)
• Negotiate amongst various Visa teams and coordinate resources to ensure delivery on commitments
• Facilitate any emergency requests and coordinate internal resources (i.e. real time changes with network operations)
• Develop and contribute to department processes and procedures

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.

Responsible for handling client travel service support and promoting and cross-selling various travel and tour packages.

• The ideal candidates are responsible for selling the company's products immigration/migration/ study visa services) by identifying potential clients, educating prospects on products through calls, and online presentations through webinars, and providing existing customers with exceptional support.

Job Description

• The ideal candidate will develop relationships with key accounts to maximize revenue and client retention. You act as a consultant by developing account strategies that provide the greatest opportunities to drive revenue.

Responsibilities

• Provide general sales support (needs analysis, data review, and product demonstrations)
• Serve as the customer advocate and liaison for product management and development
• Prepare periodic forecasts and progress updates toward sales goals
• Assess client's profile on what services they are best qualified to sign up
• Schedule meetings and presentations with prospected clients
• Communicate with clients through phone call, email or chat to offer or explain the services the company offers
• Build rapports with clients and manage negotiations
• Assist clients in securing personal documents needed
• Ensure to hit monthly sales target
• Build and promote strong and long-lasting professional relationship with the clients
• Perform other duties as assigned