Data Services Associate

Summary

Join Boldr, a global B-Corp, as a Data Services Associate! You will become a subject matter expert on client onboarding, reviewing user accounts for platform eligibility and ensuring a smooth onboarding process. You'll collaborate with internal teams, handle support tickets, and identify process improvements. This role requires a Bachelor's degree, 1+ years of relevant experience, and excellent communication skills. Preferred qualifications include CRM experience (Salesforce, Zendesk), proficiency with Notion and Slack, and strong problem-solving skills. Boldr offers various benefits, including private health insurance, paid time off, work-from-home options, training and development, and a mental health program.

Requirements

• Bachelor's / College Degree in any field you’re passionate about!
• At least 1+ years of full-time user onboarding, sales, operations, account management, customer success, or related experience
• Basic knowledge of cloud-based applications such as Google Drive, Google Sheets, Google Docs and MS Office applications
• Excellent written/verbal communication skills

Responsibilities

• Execute processes assigned by the client and/or management
• Ensure defined productivity targets are met
• Ensure defined quality targets are met
• Review and onboard submissions through from start to finish and appropriately document feedback and outreach
• Collaborate with internal teams to drive requirements to go live, strategy, and optimization of the onboarding process to ensure optimum host experience and a healthy marketplace
• Review and take action on accounts for potential violation of our Community Guidelines or Terms of Use
• Handle high volumes of host-facing support tickets and submissions while providing friendly and efficient service
• Identify process improvement opportunities as they arise
• Reports process deficiencies to ensure accurate execution of tasks
• Creating and finishing projects assigned by the client
• Manage updated sales records and opportunity status in salesforce

Preferred Qualifications

• Experience using CRM tool(s) like Salesforce + Zendesk
• Proficiency with Notion, and Slack
• Strong conflict resolution and problem-solving skills with the ability to work autonomously with multi-functional teams
• Strong written communication skills and knowledge to recall and coherently summarize complex issues and situations
• Motivation, drive, and a self-starting attitude
• Experience working with a fast-growing start-up
• Ability to understand customer needs and meet those needs with product knowledge
• Good time management with strong organizational skills

Benefits

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