Boldr

Sales

• Understand the products inside and out and articulate our value proposition clearly.
• Conduct system demos to potential clients.
• Own inbound customer conversations from initial inquiry through conversion, delivering fast, thoughtful, and high-quality responses via chat, email, SMS, and phone
• Proactively follow up with leads using structured, multi-touch outreach to re-engage prospects and reduce drop-off
• Identify and prioritize high-intent opportunities to focus effort where it drives the most conversion impact
• Understand the product offering deeply and clearly articulate value propositions to prospective customers
• Conduct guided conversations and product walkthroughs where applicable to support decision-making
• Continuously surface insights from customer interactions, including common objections, friction points, and gaps in the experience
• Support continuous improvement of messaging, scripts, and conversion workflows by sharing what is and isn’t working
• Maintain accurate tracking of customer interactions using CRM and communication tools

Senior Customer Sales Advocate

Accounting Manager

• Assist with processing invoices monthly (inventory and non-inventory) with accuracy and timeliness
• Ensure proper coding, documentation, and approvals in line with company policies
• Perform 3-way match (PO, receipt, invoice) and resolve discrepancies
• Maintain compliance with internal controls and audit requirements
• Investigate and resolve invoice discrepancies and payment issues
• Partner with vendors and internal stakeholders to ensure smooth resolution
• Respond to vendor inquiries and maintain strong relationships
• Help ensure timely and accurate payments
• Assist with month-end close activities related to AP
• Support reconciliations and reporting as needed
• Identify opportunities to improve workflows, automation, and efficiency
• Participate in system and process enhancements
• Assist with ad-hoc projects when necessary
• Maintain accurate financial records and support bookkeeping activities as needed
• Provide support for internal and external audits
• Handle sensitive financial information in a confidential manner

Senior Accounting Associate

• Overseeing bookkeeping and accounting work associated with the company books.
• Performing general bookkeeping duties, such as updating posts in the accounting software.
• Reconciling accounts regularly.
• Recording all cash receipts and distributing customer invoices to ensure that receivables are collected and payables are paid promptly.
• Functioning as part of the company’s finance team.
• Maintaining an organized and streamlined accounting system.
• Providing additional support to management during audits or other busy times.

Accounting Associate

Data Analyst

• Managing master data, including creation, updates, and deletion.
• Managing users and user roles.
• Provide quality assurance of imported data, working with quality assurance analysts if necessary.
• Commissioning and decommissioning of data sets.
• Processing confidential data and information according to guidelines.
• Helping develop reports and analyses.
• Managing and designing the reporting environment, including data sources, security, and metadata.
• Supporting the data warehouse in identifying and revising reporting requirements.
• Supporting initiatives for data integrity and normalization.
• Assessing tests and implementing new or upgraded software and assisting with strategic decisions on new systems.
• Generating reports from single or multiple systems.
• Troubleshooting the reporting database environment and reports.
• Evaluating changes and updates to source production systems.
• Training end-users on new reports and dashboards.
• Providing technical expertise in data storage structures, data mining, and data cleansing.

QA Engineer

• Perform assessment of customer interactions (phone, email, chat).
• Complete regular audits of team members against Boldr’s expectations, through documentation and data reporting.
• Track, document, escalate, or resolve QA issues to meet internal and external expectations.
• Identify opportunities and provide recommendations for continuous improvement initiatives by providing feedback to the development of the team based on their assessments.
• Check compliance of each team member to processes established by the client and capture errors, le.including language such as grammar lapses, wordy phrases, spelling errors, data inaccuracy, etc.
• Review data output against guidelines provided by the client and provide weekly summaries of the outcomes to the SBU leadership.
• Maintain focus on data integrity and producing work of the highest quality.
• Provide timely reports and data and trends analysis.
• Assess the current QA framework and provide recommendations to ensure the QA process and results are realistic and correlate with other metrics like CSAT.
• Build and create reporting outlines, QA Scorecard, QA Audit Forms, QA process guides, and templates.
• Carry out the implementation or adoption of QA tools (e.g., SolidRoad, ScoreBuddy), ensuring proper setup and documentation.
• Conduct program education classes as directed by Management.
• Participate in calibration sessions to ensure that all teams are aligned with the set QA guidelines.
• Join client-facing meetings when required to speak to QA standards and best practices.

Quality Assurance Specialist

Customer Advocate

• As a Senior Customer Advocate, you will be the primary point of contact for customers, supporting general inquiries and ensuring a smooth and positive experience when interacting with the company’s products and services.
• Focus on understanding customer needs, providing clear and accurate guidance, and helping users navigate the platform at a functional level.
• Own customer communication end to end, ensuring timely follow ups and resolution of inquiries, while maintaining a high standard of empathy and professionalism.
• Share customer feedback and common themes with internal teams to help improve the overall customer experience.
• Handle customer consultation calls and general inquiries
• Escalate to the Technical Support team when technical troubleshooting is required
• Guide customers on how to navigate the platform, including where to find features and how to complete tasks
• Respond to “how do I use this” questions using help articles, internal resources, and predefined workflows
• Follow established processes and standard responses to ensure consistency and quality in support
• Contribute to support resources like help articles and guides
• Collect customer feedback, identify common trends, and share insights with internal teams
• Log requests and keep teams updated on customer needs
• Meet personal and team goals such as CSAT and response times while keeping customer satisfaction a top priority
• Own customer communication end to end, ensuring timely and consistent follow up
• Escalate platform or technical issues to the appropriate teams when needed, without performing technical diagnosis

Senior Customer Advocate

• Be the first point of call for all adventure queries on the phone, live chat, social media and email; enabling our customers to successfully book the hassle-free experiences we’re renowned for.
• Converting a high rate of enquiries into new bookings and answering pre-departure questions from our customers.
• Handle pre-booking and post-booking questions with empathy, accuracy, and professionalism.
• Working in conjunction with our local hosts around the world to manage existing bookings & ensure a consistently clear, friendly and positive booking experience is delivered at all times for our customers.
• Ensuring no customer waits more than 24 hours for a response from our team or our local hosts, and that all inquiries are handled within established SLAs.
• Problem solving customer barriers to booking and issues with the platform.
• Composing thoughtful and accurate replies to customer and host questions.
• Monitoring and controlling numerous tasks and issues simultaneously.
• Perform problem tracking, including documenting, prioritizing, and escalating issues as needed.
• Sharing your customer insights and experiences with the rest of the team to ensure we’re continuously improving our user experience.
• Maintain up-to-date product and service knowledge to support customer needs effectively.
• Deliver service excellence with each interaction, maximizing customer satisfaction and maintaining strong feedback scores.

Senior Customer Advocate – Sales Support

Project Manager

• Develop detailed project plans, timelines, and resource allocations for small to mid-scale projects.
• Coordinate and track project milestones, deliverables, and dependencies to ensure timely completion.
• Collaborate with senior project managers or clients to define project scope, objectives, and success criteria.
• Act as the main point of contact for internal and external stakeholders.
• Facilitate meetings, provide progress updates, and ensure clear, consistent communication across teams.
• Build strong relationships with stakeholders by setting expectations and managing feedback effectively.
• Identify potential risks or issues and develop proactive mitigation and contingency plans.
• Escalate critical challenges to leadership when necessary and contribute to root-cause analyses.
• Ensure deliverables meet agreed quality standards and project requirements.
• Support process improvement initiatives and promote the consistent application of project management best practices.
• Maintain up-to-date project documentation, including plans, meeting notes, and post-project reviews.
• Prepare regular project status reports outlining progress, blockers, and key metrics.
• Generate regular project status reports, highlighting progress, milestones, issues, and risks.
• Maintain accurate and up-to-date project documentation in a centralized repository.
• Work collaboratively with cross-functional teams to drive project success.
• Contribute to team learnings and the evolution of project delivery frameworks.
• Participate in training and development opportunities to enhance project management skills.
• Seek guidance from senior project managers and contribute to continuous improvement initiatives.

SEO Marketing

• Collaborate with project managers to create and maintain project schedules, task lists, and timelines.
• Assist in developing project plans, objectives, deliverables, and resource allocation.
• Assist implementation projects while partnering closely with our clients' technical sponsors on configuration and testing.
• Guide clients through the onboarding process, ensuring a clear understanding of system capabilities and functionalities.
• Complete technical setup of Blaze workflows including integrating their social media accounts, websites, and email providers with Blaze.
• Adhere to detailed project plan schedules and contribute to weekly status reports to ensure accountability for milestone dates and work quality.
• Maintain updated and accurate configuration workbook templates and documentation of configuration settings for customers.
• Proactively identify implementation risks and mitigate them effectively and efficiently
• Tailor and facilitate User Acceptance Testing (UAT) specific to customer configuration.
• Support the customer success plans, by assisting in product and phased rollouts, supporting value-driven conversations with the customer to increase adoption and introducing new product functionality that will deliver results.
• Create and maintain detailed documentation related to client configurations, customizations, and training materials.
• Quickly establish/nurture rapport and a positive relationship with customer stakeholders.
• Fostering strong relationships with Customer Success and cross-functional teams to holistically address customer issues and provide additional insights from a customer perspective.
• Reporting and tracking bugs and enhancement requests affecting users.
• Participate in training and development opportunities to enhance project management skills.
• Seek guidance from project managers and contribute to continuous improvement initiatives.

Senior Customer Sales Advocate

Senior Accounting Associate

Accounting Associate

Senior Accounting Associate

Data Analyst

Quality Assurance Specialist

Senior Customer Advocate

Senior Customer Advocate – Sales Support

Project Manager

Implementations Specialist – Marketing, SEO

Project Manager