Total 13 recruitment manager job vacancies in Customer Service category in ortigas center 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!

NIQ Customer Service team is focusing on building positive customer experiences by offering outstanding customer-centric servicing and support to uncover insights on consumer buying behavior, in a timely and consistent manner. This role drives loyalty and empowerment to enhance our customers' use of our data and tools through specialty expertise, engagement, and solutioning.

• Support team in managing in-market complex customer queries, build apt hypothesis and bring prompt resolution with data support and effective communication.
• Work closely with in-market Consulting, Analytics & Insights team, Operations and Data Science, Global customer Service Centre to ensure all work is connected to client business issues and is delivered according to established timelines and in a way that contributes to driving client outcomes.
• Create an environment to encourage and drive solution mindset and to leverage best practices.
• Enhance servicing efficiencies through planning and execution of client engagement model to attain acceptable client (NPS) satisfaction scores.
• Measure emerging issues and quality trends, flag out areas of improvement on a regular basis, and share with respective teams for improvement.

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

This role will lead a small delivery team to ensure prompt delivery of service to the responsible clients and make sure the quality of the data insight that we deliver to clients, by proposing optimal analytical solutions with actionable business insight, based on a deep understanding of client needs and robust analytical expertise across various NielsenIQ solutions. 

Client Servicing 

• Maintain an accurate, complete, up-to-date and insightful client business profiles to be shared with client’s senior management  
• Ensure client service standards are implemented and enhanced as client expectations continue to evolve and change in the market. 
• Address client business needs, diagnosing business issues and agreeing solutions that fully supporting clients’ objectives in order to deliver high growth for  NielsenIQ business while meeting the company's quality standards. 
• Liaise with other client service associates from RMS, CPS and RV team as well as other internal stakeholders to ensure alignment on strategies and message for each client. 
• Ensure all client projects deliver high value to clients with a demonstrated return on investment. 
• Build and maintain ongoing relationships with the identified key persons within the client organization 
• Assist in ensuring adherence to the approved company policies on business conduct/ethics when servicing clients. 

People Management 

• Establish high standards of performance and hold associates firmly accountable for meeting with those standards. 
• Provide support, recognition and feedback to assist associates towards achieving the performance expectations and standards 
• Act as coach, guide and mentor to employees and prepare succession plan for the team  
• Ensure effective performance management system is implemented and aligned with regional directions in order to recognize desired performance for business advantage  
• Ensure that associates are aware of the nature of their specific roles in relationship to the local market, the sub-region and overall regional operation 
• Address professional development goals and needs of direct reports 
• Ensure proper dissemination of information and implementation of company rules and regulations as well as policies and procedures 
• Contribute to the development and implementation of training plans to ensure that associates are able to grow and demonstrate mastery of required competencies in their jobs and deliver desired performance levels 
• Establish a strong team environment focused on exceeding internal and external client requirements 
• Conduct consistent periodic coaching "work with-s" to observe team members with clients and provide feedback. 

Business Development 

• Support Sales Team to develop plans to grow our business in existing NielsenIQ clients including but not limited to RFP process, collaboration with internal stakeholders, and sales pitch. 
• Contribute to new business initiatives and participate in the development and deployment of the initiatives.  
• Provide continuous feedback on competitive activities within assigned clients. 

Organizational Management and Development 

• Ensure alignment of the delivery team that will enable the business unit to achieve the overall business objectives 
• Work across functional business units to support organizational initiatives and business needs 
• Promote inter-departmental and inter-divisional communications and teamwork 
• Recommend improvements in work processes within area of responsibility  
• Responsible for internal projects assigned by the company 

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

• 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.

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 

Our client consists of a team of qualified professionals with a proven track record of achieving results for their clients based in New Zealand. Their services are for families and corporations to help pay off clients’ mortgages faster, build wealth through smart investing, protect their wealth with estate planning, and have the life their clients and their loved ones deserve.

The company’s Financial Wellness programs are all about empowering individuals to take positive financial steps with confidence. They are proud to partner with organizations by supporting their teams through workshops, webinars, and one on one support.

This is a great chance to work for a company that helps clients live a better life and be confident in their finances.

Over-all Purpose and Responsibility:

This role consists of four main parts:

• General office support to the lending team
• Gathering data from clients required for lending applications (Thru calls)
• Update and maintain loan details in the company’s CRM system
• Refixing existing clients' lending

Duties & Responsibilities:

• Provide the Lending Operations Manager with lending administration support, including:

1. Collecting the essential data required for processing lending applications and establishing communication with financial institutions to obtain pertinent loan information.
2. Work with the Loans Officer to liaise with clients to confirm suitable loan structures and provide instructions to the banks.
3. Check lending documents for details and changes.
4. Handling the “fixed term expiry” process.
5. Update and maintain loan details in the company’s CRM system.

• Manage Asana Tasks:

1. Follow the processes provided and escalate all instances falling outside the allowed process steps.
2. Look for ways to increase efficiency and take ownership of various daily tasks.

• Maintain a high level of accuracy in data capture and use.
• Be proactive in protecting client data and maintaining confidentiality and privacy.
• Abide by the Code of Professional Conduct for Financial Advice Services.
• Abide by the Code of Conduct.
• Assist with projects as directed.

• 3+ years of administrative work experience.
• Strong attention to detail / highly organized.
• Strong Written and Oral English + interpersonal skills to communicate effectively.
• Computer/online savvy.
• Ability to use a variety of online applications including Zoom, Google Suite and Office 365 tools (including Outlook).
• Ability to problem solve + high ability to “Get Stuff Done”.
• Ability to follow process.
• Ability to stay up to date with mortgage/lending market and products.
• Ability to manage time efficiently.
• Ability to work in a goal-oriented environment and unsupervised.
• High skill level with Microsoft Word and Excel.
• Smart and Fast learner (i.e., quick “pick up”).
• Committed to growth and learning.

Highly Advantageous:

• Essential requirement: US accent
• Background in Accounting and/ or Financial Advisory / Wealth Management a plus.
• Experience with Asana (for task management) a plus.

This role is perfect for an experienced Customer Service Representative who desires to be part of a rapidly growing company that has a diverse team all around the world.


Company Profile:

Our client brings greater business efficiency and value to self-storage operators by automating the lien to auction process. Using an AI-enabled SaaS solution, they simplify the cumbersome task of managing delinquent tenant accounts from notification and advertisement through to auction.

Since launching in 2020, our client has emerged as a trusted partner in self-storage, bringing the benefits of automation to a rapidly growing commercial real estate sector.

Our client operates in the Self-Storage Real Estate prolific industry. The market counts more than 65,000 Locations across the US. They provide an automation solution that provides value to self-storage operators in several meaningful and proven ways. Automating the payment collections to avoid the lien process risks, maximize revenues, payments, reduction of bad debt and overall consistent tenant collection reminder experience. They currently automate the liens for clients located across all states. Their company is growing fast, is building up its talented leadership team to maximize quality growth and leadership in the marketplace.

Overall purpose and responsibilities of the role:
The Customer Service Representative will play a crucial role in ensuring the satisfaction and success of the customers, you will be main responsible in providing exceptional support, address inquiries and resolve issues using Zendesk to enhance the overall customer experience.

Duties & Responsibilities:


1. Customer Support: Respond to customer inquiries promptly and professionally via various channels, including email, chat, and phone, utilizing Zendesk as the primary support platform.Assist customers with product-related questions, technical issues, and general queries.Provide step-by-step guidance on software usage, features, and troubleshooting, leveraging Zendesk's features for efficient issue resolution.

2. Issue Resolution: Investigate and analyze customer issues to identify root causes and provide effective solutions, using Zendesk's ticketing system to manage and track customer cases.Collaborate with the technical support team to escalate and resolve complex technical problems, documenting the resolution process within Zendesk.

3. Product Knowledge: Maintain a deep understanding of our SaaS products and stay updated on new features and updates, updating Zendesk's knowledge base for customer self-service.Educate customers on the benefits and capabilities of our software, utilizing Zendesk for creating and sharing relevant documentation.

4. Customer Education: Conduct product demonstrations and training sessions for customers to enhance their understanding and utilization of our SaaS solutions, leveraging Zendesk for scheduling and tracking training sessions.Develop and update knowledge base articles and tutorials in Zendesk for self-service customer support.

5. Customer Feedback: Actively gather customer feedback and insights to share with the product development team for continuous improvement, using Zendesk surveys and feedback tools. Advocate for customer needs and preferences within the company to drive enhancements to our SaaS offerings, with Zendesk as a central platform for feedback aggregation.

6. Documentation: Maintain accurate and detailed records of customer interactions, issues, and resolutions in Zendesk, ensuring data integrity and accessibility for future reference.

7. Cross-functional Collaboration: Collaborate with sales, marketing, and product teams to ensure a cohesive customer experience throughout the customer lifecycle, utilizing Zendesk integrations to streamline communication and information sharing. Provide insights to the sales team based on customer interactions to support upselling and retention efforts, with Zendesk as a central repository for customer information.

Skills & Qualifications:

• High School diploma is required; bachelor’s degree is preferred.
• Minimum of 4 to 5 relevant experience in customer service, preferably in Saas or technology-related industry.
• Proven 3 years of experience using Zendesk.
• Familiarity with CRM software and support ticketing systems
• With technical aptitude and the ability to quickly learn and understand software applications.
• With customer-centric mindset with a passion for delivering exceptional service.
• Excellent analytical, organizational, and problem-solving skills.
• Strong communication skills, both written and verbal.
• Ability to work in a fast-paced and dynamic environment.

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