Senior Data Services Associate

Summary

Join Boldr, a global B-Corp, as a Data Services Associate and become a subject matter expert on onboarding policies and procedures. You will review user accounts for platform eligibility, collaborate with internal teams to optimize the onboarding process, and ensure a positive host experience. This role involves reviewing submissions, handling support tickets, managing sales records in Salesforce, and ensuring compliance with community guidelines. The ideal candidate possesses strong analytical and communication skills, along with experience in sales, operations, or customer success. Boldr offers a supportive work environment with benefits including private health insurance, paid time off, work-from-home flexibility, training and development, and a mental health program.

Requirements

• At least 1+ years of full-time sales, operations, account management, customer success, or related experience
• Experience executing workflows in a customer-facing role
• Experience using CRM tool(s) like Salesforce + Zendesk
• Excellent written/verbal communication skills; proficiency with Notion, Google Suite, 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
• Ability to understand customer needs and meet those needs with product knowledge
• Good time management with strong organizational skills

Responsibilities

• Review and onboard submissions from start to finish and appropriately document feedback and outreach
• Review onboarding escalations 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 a high volume of host-facing support tickets and submissions while providing friendly and efficient service
• Manage updated sales records and opportunity status in Salesforce

Preferred Qualifications

Experience working with a fast-growing start-up

Benefits

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