Total 14 finance manager job vacancies in Customer Service category in pasig metro manila

The role: 

As we expand our organisation both across new products and services, as well as Geographies for employees and clients, we’re looking for a Support expert to focus on continuous improvement and team management.  

You’ll be responsible for managing a team of five (and growing), supporting hundreds of clients across three products (and growing) across two regions. You’ll work behind the scenes with both Onboarding and Customer Success to facilitate client queries and make sure they’re a success. 

The existing Support Manager has been with the company for over 5 years and has grown into a new role to help scale the business from a hybrid product/client/support perspective, creating the opportunity for a new team member to come in with a pure Support focus. At first you’ll work closely with this team member for handover, before taking the role on as your own. 

Key to your success will be developing a deep understanding of our products as well as the industry in which we operate in. This will empower you to direct the team on tasks and be autonomous when solving escalated client queries. You’ll be a fantastic manager, ensuring behaviour, product expertise and productivity are measured and improved on a continuous basis. 

Your key stakeholders will be our General Manager, Previous Support Manager, Onboarding Manager, Customer Success Manager and our clients. 

Your focus will be: 

• Team management and managing behaviours, support product and industry understanding and training, as well as and managing productivity 

• Analyse and report product malfunctions, raising defects and incidents 

• Support team with advanced queries, and support the team on the phone/tickets during busy periods, however focus should be on ensuring wider team delivery is at optimal levels 

• Ensure client requests are closed to a high standard of satisfaction 

• Collate and share trends and client feedback with product and engineering to ensure improvements are made 

• Provide consultation to customers regarding the most effective use of Transvirtual platform in conducting business 

• Keep confluence and other documentation up to date  

• Oversee monthly ticket calibration as part of continuous improvement 

Why you will love this role: 

• Become a support leader in a growing market: We have a growing list of customers in the ANZ and North American markets and looking to expand into more sizable Enterprise level deals in an industry that is growing and evolving rapidly 

• Join a dedicated and experienced team: you’ll work alongside a dedicated and experienced team who have carved out a solid reputation for operational experience 

• Drive your initiatives to success: a large part of this role will have you bringing your own ideas and experiences to challenge how we’ve always done things. As a business we thrive on everyone’s initiative to grow the business.  

• Friendly, with a global presence: we are a fun team, largely based in Australia, but also Philippines, India, USA, and Pakistan. You’ll get the chance to collaborate with multiple teams who are all inclusive and open. 

 
Essential Skills / qualifications: 

• 5 years or more working as a Support Manager in a SaaS or similar business 

• Excellent verbal and written communication skills 

• Proven capacity to develop unrivalled product knowledge in a new sector (or Logistics experience) 

• Experience managing a team, both in office and remote 

• Demonstrable experience working with teams to align on values and behaviours to make improvements  

Desired Skills: 

• Marketing university degree or equivalent  

• Understanding/experience of the logistics sector / SaaS businesses 

• Excellent communication and negotiation skills – find and close deals. 

• Ability to connect with a range of customers and find key buying habits of prospects. 

• Great team player who understands the importance of working together to meet a common goal. 

About TransVirtual: 

TransVirtual is a modern SaaS business, delivering industry-leading logistics solutions.  

Inspired by his family’s involvement in the transport industry, our founder set out to build a truly configurable Transport Management System (TMS) that could adapt to the diverse needs of this sector. We’ve built on our unique selling point of configurability by developing a deep network which allows transport businesses to process more data, more effectively, through extensive integrations.  

Today we have evolved our product set beyond TMS and offer a complete logistics solution, expanding beyond Australia into New Zealand, USA and Canada. 

Our culture is constantly evolving, and we ensure strategic alignment through clear goals set using OKRs. We thrive on positive, consistent, and collaborative communication, necessary for a remote first business. We support that through fortnightly all hands meetings and Quarterly Workshops including Retros. 

We’re always looking for outstanding candidates to join us as Technology, Logistics and Growth experts. So, if you’re excited by this opportunity, we’d love to hear from you! 

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 Student Re-engagement Manager, you will be responsible for identifying and reaching out to extended students who dropped from the program. Your primary objective will be to reengage these students and provide guidance to support their successful return to the extended course. You will act as an advocate for students, offering personalized assistance and support throughout the re-entry process.

WHY DO WE WANT YOU

We are currently looking for impact-driven individuals who are passionate in 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

• Identify and contact extended students who dropped out of the program to understand the reasons for their departure.
• Develop personalized re-engagement strategies for each student, addressing their specific concerns and needs.
• Act as the primary point of contact for dropped students, providing ongoing support and guidance during the re-entry process.
• Collaborate with the Student Success team to develop initiatives that improve student retention and reduce drop rates in the extended course.
• Maintain accurate records of re-engagement efforts and student interactions, ensuring timely follow-ups and documentation.
• Provide information about resources, academic support services, and financial aid options to facilitate the re-entry process.
• Assist students in completing necessary paperwork and enrollment procedures to re-enroll in the extended course.
• Collaborate with other departments, including Finance and Academic Advising, to ensure a smooth transition for re-entering students.
• Monitor students' progress upon re-entry, identifying potential challenges, and providing proactive support to enhance their success.
• Share insights and feedback with relevant teams to continuously improve the re-engagement process and overall student experience.

WHAT WE’LL LIKE ABOUT YOU

 YOU ARE…

• Curious and authentic, just like us! #beboldr 

• An analytical and critical thinker, with an eye for even the most minute of details
• Passionate about client satisfaction.
• Self-starter, motivated, and results-driven 
• Possesses an innate ability to connect with people and energizes them to push forward, even when encountering obstacles or pushback.
• Ability to function effectively in a fast-paced environment and quickly learn new skills to meet the organization’s needs
• Organized and detail-oriented. Always up-to-date in documentation and record creation

YOU HAVE…

• 1-2 years of customer service experience, sales, or any client/customer-facing position
• Bachelor's degree in a relevant field or equivalent work experience.
• Proven experience in academic advising, student success management, or a related field.
• Strong interpersonal skills and the ability to build rapport and trust with students from diverse backgrounds.
• Excellent communication skills, both written and verbal, to provide clear and empathetic support to students.
• Familiarity with higher education systems and procedures, including enrollment processes and academic policies.
• Ability to work independently and take initiative in re-engaging dropped students.
• Highly organized with strong time management skills to handle multiple re-engagement efforts simultaneously.
• Previous experience with re-engagement initiatives or retention programs is a plus.
• Passion for helping students succeed and dedication to providing outstanding support.
• Preferred behavioral elements: adaptability, resilience, resourcefulness, enthusiasm, and meticulousness.

• Private Health Insurance
• Paid Time Off
• Work From Home
• Training & Development
• Mental Health Program
• Philhealth Coverage

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 a Student Success Advisor, you are responsible for managing programs and cohorts at a university, providing support and servant leadership to our students. This job description highlights the key responsibilities and expectations of the role, showcasing the support and servant leadership exhibited by the current employee in this position.

WHY DO WE WANT YOU

We are currently looking for impact-driven individuals who are passionate in 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

• Program and Cohort Management:
• Manage programs and cohorts at a university, ensuring their needs are met and their goals for student success are achieved.
• Monitor and review feedback and key performance indicators (KPIs) for specific cohorts, identifying areas for improvement and implementing appropriate interventions.
• Conduct class observations to ensure quality instruction and provide valuable feedback to instructors.
• Student Outreach:
• Engage in proactive student outreach to establish connections and build rapport with students.
• Maintain regular contact with students, fostering first-mile connections through at least monthly calls or texts to cohorts.
• Provide ongoing support and guidance to students, addressing any questions, concerns, or challenges they may face.
• Support and Feedback:
• Serve as the primary point of contact for students, addressing their needs and providing timely and effective support.
• Actively listen to student feedback, acknowledging their concerns and providing appropriate resolutions.
• Collaborate with relevant departments to address feedback that requires attention and improvement.
• Connection with At-Risk Students:
• Monitor the progress of at-risk students and intervene as necessary to support their success.
• Regularly review progress reports and academic performance to identify students who may need additional assistance.
• Implement targeted interventions to ensure at-risk students receive the necessary support and resources.
• Attendance and Grade Tracking:
• Manage attendance tracking systems, ensuring accurate and up-to-date records are maintained.
• Monitor student grades and academic progress, identifying any patterns or issues that may require intervention.
• Collaborate with instructors and relevant stakeholders to address attendance or grading concerns.
• Student Escalations:
• Handle student escalations promptly and effectively, ensuring timely resolution and maintaining high levels of student satisfaction.
• Collaborate with internal teams to address escalated issues, advocating for students' needs and providing appropriate resolutions.

WHAT WE’LL LIKE ABOUT YOU

 YOU ARE…

• Curious and authentic, just like us! #beboldr 

• An analytical and critical thinker, with an eye for even the most minute of details
• Passionate about client satisfaction.

YOU HAVE…

• Strong interpersonal and communication skills, with the ability to build relationships and connect with students effectively.
• Ability to provide empathetic support and servant leadership to students.
• Proven ability to manage programs and cohorts, ensuring their success and satisfaction.
• Excellent organizational and problem-solving skills.
• Ability to handle student escalations with professionalism and a customer-centric approach.
• Experience with student outreach, intervention strategies, and academic support.
• Proficiency in using technology platforms for attendance tracking and student communication

• Private Health Insurance
• Paid Time Off
• Work From Home
• Training & Development
• Mental Health Program
• Philhealth Coverage

We are seeking an experienced and data-driven Support Manager to lead our team of support agents. The ideal candidate will have exceptional people management skills and the ability to analyse support data, identify key drivers, and formulate strategic plans to reduce support volumes.

This role is highly focused on analytics, with a requirement to report key metrics and insights to the business on a weekly basis. We're looking for someone with an analytical mind who uses data to optimise processes and is familiar with building continuous improvement processes.

The successful candidate must have a minimum of 7 years management experience in a SaaS environment, and must be proficient in using the Intercom chat platform.

Key Responsibilities:

• Data Analysis & Reporting: Regularly analyse support data to identify patterns, root causes, and key drivers of customer inquiries. Develop reports outlining key metrics, including ticket volumes, response times, customer satisfaction, and resolution rates.
• Strategic Planning: Formulate and implement strategies to reduce ticket volumes, improve resolution times, and increase customer satisfaction, leveraging data-driven insights.
• Performance Metrics: Report weekly to the business on key performance indicators (KPIs), highlighting trends, actionable insights, and proposed initiatives to enhance the customer support function.
• Process Improvement: Continuously identify opportunities to improve support processes, workflows, and tools, with a focus on optimising efficiency and customer outcomes.
• Team Leadership: Manage and mentor a team of support agents, ensuring high levels of performance, engagement, and professional development. You will also be heavily involved in the ongoing global recruitment of support agents.
• Intercom Management: Oversee the configuration, optimisation, and use of Intercom as the primary chat platform, ensuring the team is fully equipped to manage and resolve customer inquiries efficiently.
• Collaboration: Work closely with cross-functional teams, including product, engineering, and customer success, to ensure seamless communication, escalation management and issue resolution.

Qualifications and Experience:

• Minimum of 7 years of experience in customer service management, with at least 3 years in a leadership role in a Saas environment.
• Exceptional people management skills, with a focus on developing high-performing teams.
• Experience in reporting and presenting to senior leadership, including the ability to formulate and communicate strategic recommendations based on data.
• A results-oriented mindset with the ability to balance customer satisfaction with operational efficiency.
• Proven track record in data analysis, including the ability to interpret support ticketing data and provide actionable insights.
• Strong experience with Intercom (preferred) or similar chat support systems.
• Excellent written and verbal communication skills.

This role offers a unique opportunity to lead a dynamic support team and have a direct impact on customer satisfaction and operational efficiency. If you are an analytical, results-driven leader with a passion for people management, we’d love to hear from you!

You will be responsible for the development of the team and its members ensuring the consistent delivery of the highest quality service to a portfolio of clients and also for the provision of appropriate frameworks and controls to ensure adherence to all procedures and policies.

You will support the development of strategic relationships with clients, monitoring current service levels as well as supporting further business development opportunities with those clients.

Drawing on your existing experience in Corporate, Company or Fiscal law  you will create and maintain a positive and professional environment that motivates team members to learn and develop with regular, frequent and transparent communication.

You will lead and manage all recruitment, resourcing, training and development requirements of the team to meet client demands and career development of team members and also you will lead and manage continuous improvement objectives of the team and contribute to those objectives at a department level also.

You’ll be highly organized, pay close attention to detail and able to bridge the gap between Client Services and Technical/Compliance/Sales etc and know when and how to bring these Subject Matter Experts in as and when necessary.

You will build strong customer relationships with existing and new clients, banks and other external parties, gaining insight into their needs and delivering customer-centric solutions also ensuring we meet our legal and contractual requirements.

Client Services Manager may be required to cover for a Senior Accountant at any time,therefore needs to be competent and confident in all accounting roles and responsibilities as well.

You will lead board and shareholders meetings, reviewing related minutes, agreements and documentation.

We are never complacent and always encourage our people to look for ways to improve our business; here everyone’s opinion counts and we will value your contribution.

Your long-term career goals are important to us too. We want to make sure we’re providing the support and opportunities you need to achieve your dreams so we can build a successful future, together. 

The core of this role is to be the strong CPS expert for the Philippines market. Partnering with clients to deliver consumer panel analytics and service that will add value not only to the client business, but the NIQ organization.

Responsibilities

New client service leader: 

• Will be the main service person for newly won strategic client. Manage the day-to-day relationship with a specific portfolio of CPS clients and/or categories, in an analytics and insights capacity, ensuring client needs are met in a timely fashion and beyond expectation 
• To act as a CPS SME within the local market and join Sales to pitch new clients. You will be mostly responsible for showcasing the NIQ CPS capability in real business situations. 

CPS Thought leadership and analysis consultant: 

• Will be the key person to provide the thought leadership of PH part for those cross category and general understanding.  
• Will play the consultant/coach role for local CS team to turn to for doing CPS analysis.  
• Will work with local CS team to work out the “Best Practice “of analysis flow and become an active contributor in a regional community of CPS experts by sharing best practice 

Leader and escalation point for CPS product related questions: 

• Panel Enhancement: Lead the process of CPS panel enhancement as the central communication point between CS team and PL/Operation team. 
• Data challenge: Internally, lead communication with different functions to solve escalated CPS data challenges in reasonable cycle time. Externally, together with account AD/Consultant to explain the data challenge to clients. 

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

The IT HelpDesk Manager will spend approximately 20% of their time working on projects and 40% supporting SaaS applications and working on Service desk tickets. This position collaborates with all levels of management within various departments to understand the current state, identify business requirements, and recommend technologies. The IT HelpDesk Manager works in a fast-paced, dynamic environment and will be expected to prioritize and work on multiple projects and tasks simultaneously.

WHY DO WE WANT YOU

We are looking for impact-driven individuals 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

• This position will implement and manage technical and SaaS solutions ensuring security and quality standards are achieved. 
• Provide support and administration of Azure, Intune, Azure Active Directory, Google, computer hardware, and operating systems, and perform other job-related duties as required.
• Participate in project-related work to deliver improvements in these areas.
• Learn about and assist with the support of other applications and platforms, including solutions like Atlassian, AWS, GCP, and Git.

Team Management

• Monitor attendance and people concerns of all team members, coordinating closely with the HR Team for disciplinary cases

• Ensure that team members are properly trained and working consistently to meet client needs
• Ensure that the team meets company and client-specific KPI targets through product/service training

Internal Coordination

• Performing analyses on CIS efficiency and integration.
• Reporting to management on CIS development, implementation, and progress.
• Collaborating with development teams and departments, as well as incorporating user feedback.
• Ensuring CIS innovation and implementation.
• Overseeing CIS user testing and adjustments.
• Ensuring that products and services are delivered on time and within budget.
• Managing software and hardware installations and upgrades.
• Maintaining computer network infrastructure and ensuring network security.
• Hiring and training new Tech staff.

External Communications

• Be familiar with the client’s key contacts, unique requirements, and operating processes
• Demonstrate mastery of the company and client’s offerings (i.e. its products and services)
• Understand, investigate, and solve any complex client requests or complaints
• Identify opportunities for continuous improvement and scaling growth.
• Writing progress reports and delivering presentations to the relevant stakeholders.

WHAT WE’LL LIKE ABOUT YOU

 YOU ARE…

• Curious and authentic, just like us! #beboldr 

• An analytical and critical thinker, with an eye for even the most minute of details
• Passionate about client satisfaction.
• Excellent problem-solving and analytical skills 
• Ability to work independently, leveraging available tools and resources 
• Strong communication skills, both verbal and written
• Strong organizational skills with the ability to manage multiple priorities.
• Strong attention to detail to ensure the accuracy of all work 

YOU HAVE…

• 3-5 years experience leading onshore/offshore teams in a remote work environment
• 3-5 years experience with ITIL and managing Critical incidents
• 3-5 years of experience implementing, administering, and supporting Azure AD, IAM, Intune, and M365
• 3-5 years experience with Atlassian products: Confluence, Jira Service Management, etc
• 3-5 years experience with endpoint security products.
• 2+ years experience with developing KPIs / SLAs and using those metrics to drive continuous improvement in the HelpDesk.
• 2+ years of experience integrating systems with Azure and deploying SSO + MFA.
• Experience managing DNS, SPF, and DKIM.
• Experience troubleshooting in a multi-user high availability 24x7 environment.
• Experience in PC repair, troubleshooting, and deployment (Windows and MAC).
• 3+ years of experience developing and maintaining technical documentation in Confluence.
• Should have one or more of the following certifications: Azure, IAM, Intune, or other industry-relevant certifications related to Microsoft, Google, or AWS products.
• 2+ years experience working in an Agile environment, including project management of resources on the HelpDesk team.
• 2+ years of experience developing and driving process workflow improvement 
• 2+ years experience with Asset lifecycle management
• 2+ years experience in vendor management
• Experience administering Azure, AWS, Google, GCP.
• Experience with domain registrars - GoDaddy \ Route53 \ Wix.
• Experience one or more scripting languages, like PowerShell, Ansible, etc…
• Experience automating workflows.
• Experience with Modern Campus DestinyOne
• Experience with budgeting
• Experience de-escalating heated conversations
• Experience with SQL databases and queries

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

Salary: P35,000 to P38,000 (Monthly Package)

Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST)

What are we looking for?

Skills Required:

• Minimum 2 years of work experience in end-to-end processing and administration of loan with Australian Mortgage Broking.
• Experience in using MyCRM, Infinity, AFG Flex, Mercury Nexus, Podium, or other AU mortgage CRM.
• Experience in using Project Management Tools such as Monday.com, Asana, Notion, Trello etc).

Nice to Have:

• Experience in HubSpot
• Certificate IV Financing & Mortgage Brokering

What will you do?

• Handle, analyse and prepare client loan applications.
• Distribute documents such as 'Hello' Pack, Credit Guide, File Invite, and Online Fact Find.
• Review client documents and fact-find sessions and manage data entry and credit report requests.
• Initiate new loan applications after lead generation or Online Fact Find.
• Share the Game Plan with customers for review and e-signature.
• Upload supporting documents from the designated folder (Google Drive) and submit via Apply Online (NextGen).
• Facilitate application validation and final checks in Apply Online.

Join the awesome team and enjoy these benefits & perks:

• Hybrid (Initially Office Based Training and will transition to Home-based)
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

#ConnectOS #TeamConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

Position : Customer Strategy Manager

Salary Range : $1000-$1500

Website : http://recess.com.au

Working Hours : US Business Hours

Responsibilities:

• Conceptualize and create strategic presentations and proposals
• Develop budgets for use in proposals and packages
• Support all aspects of sales enablement email communications including but not limited to: copywriting, creation, deployment, communications calendar, and analysis
• Synthesize and analyze program recaps to build strong case studies used for reselling
• Collaborate cross-functionally with Sales and Account Management teams to develop compelling and results-driven sampling campaigns
• Assist with various projects that help with brand storytelling
• Communicate with all levels of management, on status of all projects, changes in strategy, standards, initiatives, priorities and resources if needed.
• Perform other related duties as assigned or as necessary. Remain flexible and adaptable in work schedules and work assignments as defined by departmental and organizational needs.

• At least 3-4 years of previous experience in a position in strategy or integrated marketing
• Knowledge of sampling, digital, shopper marketing, e-commerce and/or CPG a plus.
• Strong copywriting skills required
• Strong presentation skills, speaking ability and interpersonal skills.
• Understanding of core advertising and marketing functions.
• Ability to prioritize multiple demands simultaneously.
• Self-motivated; self-starter; meticulous attention to detail.
• Proficiency with computers including in-depth knowledge of Google Suite 
• Ability to communicate effectively in person, phone, and email
• Strong time management skills
• Comfort working in a fast-paced, hands-on, rapidly changing environment

Salary: P35,000 to P48,000 (Monthly Package)

Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST)

What are we looking for?

Skills Required:

• Minimum 2 years work experience in end to end processing and administration of loan with Australian Mortgage Broking.
• Experience in using MyCRM, Infinity, AFG Flex, Mercury Nexus, Podium, or other AU mortgage CRM.
• Experience in using Project Management Tools such as Monday.com, Asana, Notion, Trello etc).

Nice to Have:

• Experience in HubSpot
• Certificate IV Financing & Mortgage Brokering

What will you do?

• Handle, analyse and prepare client loan applications.
• Distribute documents such as 'Hello' Pack, Credit Guide, File Invite, and Online Fact Find.
• Review client documents and fact-find sessions and manage data entry and credit report requests.
• Initiate new loan applications after lead generation or Online Fact Find.
• Share the Game Plan with customers for review and e-signature.
• Upload supporting documents from the designated folder (Google Drive) and submit via Apply Online (NextGen).
• Facilitate application validation and final checks in Apply Online.

Join the awesome team and enjoy these benefits & perks:

• Hybrid (Initially Office Based Training and will transition to Work from Home)
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

To learn more about our awesome opportunities, visit connectos.co/careers

#ConnectOS #TeamConnectOS #ConnectOSCareers

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

• Monitor and optimize service delivery performance: Track key metrics, identify areas for improvement, and implement initiatives to drive service quality and efficiency.
• Own critical incidents: Take ownership of complex issues, coordinate resolution efforts, and ensure effective communication with stakeholders throughout the process.
• Develop deep understanding of service delivery: Analyze projects and processes to gain insights into scope, challenges, and potential optimization opportunities.
• Lead service improvement initiatives: Design and implement strategies to enhance service delivery, including automation, runbook creation, and L3 collaboration.
• Optimize the L2 support team: Implement a shared services model through cross-skilling and training, leading to cost savings and improved resource utilization.
• Foster continuous improvement: Analyze internal and external processes to identify and implement strategies for service delivery optimization.
• Drive accountability and ownership: Ensure the L2 support team meets service level agreements (SLAs) and customer expectations, proactively driving future demand.
• Collaborate with stakeholders: Maintain effective communication and collaboration with internal teams (L3 support, network, development) and external vendors.

Salary: P35,000 to P40,000 (Monthly Package)

Schedule: Monday – Friday (8:00 AM - 5:00 PM AEST)

What are we looking for?

Skills Required:

• A minimum of 2 years of experience in a customer-facing role, preferably in customer support, service, or help desk, and ideally within the financial industry.
• Prior experience in lending, particularly in a consumer-facing or phone-based capacity, with a preference for Australian mortgage lending.
• An exceptional communicator with outstanding customer service skills, strong interpersonal abilities, and excellent organizational skills. Proactive and solution-oriented mindset.

What will you do?

Inbound / Outbound Calls

• Ensures timely response to inbound calls.
• Efficiently resolves inquiries by addressing the root cause to meet customer needs.
• Initiates outbound calls as needed to address customer concerns.
• Adopts a "First Time Right" approach to resolve inquiries promptly whenever feasible.

Help Desk Ticket Management

• Supervise and oversee email and live chat communications.
• Handle a queue of support tickets with conflicting priorities.
• Investigate, address, or prioritize tickets using outbound calls, emails, or chats.
• Elevate tickets to the appropriate internal team or third-party partner with all relevant details when necessary.
• Keep customers informed about ongoing issues in a consistent and timely manner following SLAs.

Join the awesome team and enjoy these benefits & perks:

• Hybrid (1x day/ month, Office-based)
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

#ConnectOS #TeamConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

Passion.io’s goal is to make the world more confident and passionate. We do this by empowering Creators to launch highly impactful mobile apps for a fraction of the cost. We are an international remote team of 50 people, supporting 8,000+ Creators and 700k+ end-users from all over the world.

We have an exciting opportunity for a Customer Success Manager to join our team. If you are an experienced professional with 1 or more years experience interfacing directly with customers and able to use and apply playbooks and health scores to be successful in your current role - we would love to meet you!

What you'll bring to the team

• Technical role experience interfacing directly with customers is essential
• 1+ years’ experience in the role of CSM or similar (customer education, onboarding at SMB or Enterprise level)
• SaaS Direct experience 
• Experience implementing or streamlining processes around CSM support cycle
• User experience with CSM tools (ie. Salesforce, Hubspot, Intercom, Zendesk etc)
• Experience using playbooks and health scores 
• Tenacity and Grit to solve problems and improve quality of support to our key creators
• Customer obsessed mindset
• Upselling/closing skills
• Understanding key moments across the customer lifecycle that matter and how best to proactively engage
• Ability to customize/tailor support experience by segment / use case
• Technical ability *(from support side of product, API’s, Integrations, marketing, copy)
• Organization / planning skills
• Copywriting and Verbal Communication skills 
• Fluent in English

NOTE:  Willingness to work North American time zones is essential!!!!

What you'll be working on

• Managing a portfolio of our premium customers, across the entire lifecycle.
• Further test and improve playbooks, aligning to key moments that matter for time to value, feature adoption, expansion, and renewals.
• Really dig into data to pull actionable insights that help to guide and measure.
• Engage proactively with your clients, ensuring high engagement and activity rate from customers.
• Ensure your customers maintain high health scores, and proactively and creatively engage and solve for those who don’t.
• Collect and share insightful feedback from our customers back into other CS teams, marketing, and product.
• Work closely with other teams on cross-functional projects/OKRs aimed to improve retention.

What we offer you 

WHAT WILL YOU DO

People Management 

• Identify growth and development opportunities for Team Captains and team members
•  Monitor, improve, and maintain healthy operational efficiencies such as attendance, punctuality, and any  other people indicators.

Performance Quality Management 

• Monitor and assess Team Captains’ and team members’ performance, and provide timely feedback through regular coaching as well as through Weekly and Monthly performance reviews.
• Ensure that Team Captains and team members are properly trained and working consistently to meet client needs. 
• Ensure that the team captains meet company and client-specific KPI targets.
• Execute and follow standard operating processes.

Logistics 

• Ensure that team members and equipment needs are met to sustain service levels 
• Recommend/suggest relevant alternatives to the product or tool being used by the company and or client.

Internal Coordination 

• Work with the CXM to make recommendations for their Team Captains’ and team member's career path, and assist in making a comprehensive development plan for them. 
• Relay consistent challenges to CXM in a timely and efficient manner
•  Help in culture building particularly in embracing our Core Values and practicing the competencies of a Boldr leader.
• Provide guidance to advisors and analysts to foster growth and development, best practices, and optimal morale in the organization 
• Work directly with CXM to identify root causes and develop an action plan to meet KPI targets.

External Communications 

• Be familiar with the client’s key contacts, unique requirements, and operating processes.
• Demonstrate mastery of the company and Client’s offerings (i.e. its products 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.

YOU HAVE…

• Bachelor's/College Degree in any related field you’re passionate about! 
• At least 2 years of experience leading supervision/leadership roles
• At least 3 years of Client facing experience
• At least 3 years of experience providing coaching
• Basic knowledge of Root Cause Analysis
• Lean Six Sigma knowledge is a plus!
• Intermediate knowledge of cloud-based applications (Google Drive, Google Sheets, Google Docs, Google Slides) and MS Office applications 
• Excellent verbal and written communication skills.
• An ability to understand and communicate complex ideas to others, both verbally and in written form 
• Aptitude to quickly learn and navigate new technology, systems, and applications. 
•  Ability to accept feedback gracefully and with an open mind. 
•  Excellent interpersonal skills with the ability to easily relate to people in various levels of the organization.

• Private Health Insurance
• Paid Time Off
• Training & Development
• Performance Bonus