Client Experience Technical Manager

Summary

Join Boldr, a global B-Corp, as a Client Experience Team member! You'll nurture client relationships, empower Team Captains, and act as a business owner, ensuring client success and high-quality service. Responsibilities include daily client communication, performance reporting, training, and escalation management. You will also manage a team of Team Captains, overseeing hiring, onboarding, and development. Success requires strong client relationship skills, people management experience, and proficiency in various tools. This role offers opportunities for professional growth and development within a dynamic global team.

Requirements

• Bachelor's/College Degree of any related field you’re passionate about!
• 2+ years in a Client facing role
• 2+ years knowledge of BPO, Staffing, Tech, or other Business Service Industries
• 2+ years people management experience
• Manipulate Excel or Google Sheets, and Google Slides to be helpful with the reporting work you’ll be responsible for
• Familiarity with Google Suite of Services is a must for this role

Responsibilities

• Develop and maintain an authentic relationship with all the Client and internal stakeholders
• Act as a strategic advisor to our Clients and internal stakeholders by managing key points of contact and updating key challenges and opportunities
• Execute daily and weekly reviews of our operational performance with Client stakeholders and Boldr leadership
• Ability to work seamlessly with different departments namely: Implementation, Client Solutions, Finance, IT, People Experience and Office Operations
• Communicating and resolving basic to complex inquiries and concerns in an accurate, valid, complete, and timely manner
• Create and manage Client contracts such as MSAs and SLAs
• Manage a team of Team Captains and monitor compliance against SLAs and achievement of Client KPIs
• Partner with Team Captains to ensure documentation is constantly updated and identification of process improvements are sourced with the TC and their team
• Facilitate Client Business Reviews in partnership with your SBU Head and organize the Boldr team to create these reviews
• Develop, maintain, and leverage relationships and networks within the Client organization to identify and develop business opportunities
• Update Hubspot deal cards and ensure all necessary items are appropriately invoiced
• Follow up with clients on invoicing, pricing discrepancies, and other billing-related issues
• Plan and oversee hiring, onboarding, training, quality assurance, tool optimization, and team building
• Supervise and develop Team Captains through guidance, observation, and performance management activities
• As needed, joins the Team Captain on calls with the Client, team huddles or coaching sessions to stay up to date with all Client and team developments
• This also provides an opportunity to observe the Team Captain’s presentation, Client communication and coaching skills
• Taking steps to ensure learning and growth through development plans and, when necessary, progressive counseling
• Promote and foster a culture of continuous improvement by providing positive and constructive feedback to team members
• Establish, promote, and maintain the Boldr culture within the organization
• Understand employee career growth aspirations to enable matching Boldr’s needs with employee abilities
• Act as the escalation point for the Team Captains
• Responsible for upholding our organization’s values throughout the workplace
• Monitor achievement of internal and external KPI’s and ensure Operational Excellence
• Identify performance issues, conduct root cause analysis, and work with operations to improve performance on KPIs through motivating, guiding, and holding local operations managers accountable for following SLA
• Maintain Client schedule (Weekly Updates, Monthly Business Reviews &, Quarterly Business. Reviews, Implementations) and collect feedback and drive necessary actions to completion
• Coordinate necessary training and best practices related to Tools and Processes
• Onboard new hires to ensure they are fully ready to succeed in their role
• Ongoing support and knowledge sharing
• Obtain feedback from Clients and team members on processes and tools to ensure continuous improvement
• Provides input and communication to drive Client Success improvement, for all Clients, enterprise-wide

Preferred Qualifications

• Experience with Hubspot is a plus
• Experience optimizing platforms such as ZenDesk, TalkDesk, Shopify applications is also a plus
• Know how to use data to generate reports and assess the health and efficacy of a program, and how to take action to mitigate or improve
• Focus on listening and understanding what other people are saying, ask questions as appropriate, and not interrupt at inappropriate times
• Maintain an open dialogue with the organization's external and internal Client partners in both positive and negative situations
• Read, research, and draft letters, emails, and documents
• Identify complex problems and review related information to develop and evaluate options and implement solutions
• Speaking in a public setting and delivering presentations to individuals and groups
• Cope effectively with losses or rejections by moving on to other challenges and learning from past experiences

Benefits

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