Maintain and nurture Boldr’s Client relationships; act as a business owner taking full accountability for Client and team success.
Develop, empower, supervise, and manage Team Captains; oversee hiring, onboarding, training, quality assurance, tool optimization, and team building.
Manage day-to-day Client communication, performance reporting, training, and escalation management.
Monitor compliance against SLAs and achievement of Client KPIs; create and manage Client contracts such as MSAs and SLAs.
Execute daily and weekly reviews of operational performance with Client stakeholders and Boldr leadership.
Facilitate Client Business Reviews in partnership with SBU Head; organize Boldr team to create reviews.
Partner with internal departments (Implementation, Client Solutions, Finance, IT, People Experience, Office Operations) for operations and issue resolution.
Update Hubspot deal cards, ensure invoicing items are correct, and follow up with clients on invoicing and billing issues.
Maintain Client schedules (Weekly Updates, Monthly Business Reviews, Quarterly Reviews), documentation, and identify process improvements.
Coordinate training and onboarding for new hires and provide ongoing knowledge sharing and feedback collection.
Use Google Suite heavily for reporting and documentation; leverage data to generate reports and assess program health.
Identify performance issues, conduct root cause analysis, and drive actions to improve KPIs and operational excellence.
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.
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.
Familiarity with Google Suite of Services (Gmail, GDrive, Sheets, Slides, Docs) is a must.
Experience with Hubspot is a plus.
Experience optimizing platforms such as ZenDesk, TalkDesk, Shopify applications is a plus.
Know how to use data to generate reports and assess program health and take action to mitigate or improve.