Boldr

Customer Success Manager

• Coordinate account management and product development by developing and owning necessary tools and processes
• Represent Boldr to strategic Clients and advocate for Clients within operations
• Act as a trusted advisor recommending tailored solutions for complex client needs
• Streamline communications, document and follow up on key action items; ensure commitments are delivered
• Provide an excellent client experience with a positive attitude
• Monitor industry developments and apply best practices for improvement
• Learn and share new ideas, processes, and unique requirements internally
• Be highly responsive to client requests and prioritize competing priorities with limited supervision
• Execute account management functions for assigned Clients (covering ~1 to 5 team members)
• Serve as point of contact for client concerns and escalations; lead resolution by diagnosing root causes and coordinating cross-functional teams
• Support clients and team members from onboarding to steady state
• Conduct Business Reviews and ensure alignment on priorities; identify upsell and cross-sell opportunities
• Develop and maintain account plans to identify risks, opportunities, and expansion strategies
• Maintain client schedules, collect feedback, and drive actions to completion
• Manage CRM/HubSpot boards and pipelines for tracking, invoicing, and forecasting
• Support documentation of client expenses and related costs for proper billing
• Support broader GE Team in service of Tier 1 and 2 clients
• Manage client contracts (MSAs, SLAs) and monitor Boldr’s compliance with agreements
• Create and update process documentation for internal workflows; identify and implement process improvements
• Coordinate meetings with internal and external stakeholders and document meetings and agreements
• Contribute to frameworks and best practices adopted across the team; follow up on action items for assigned projects

Senior Client Success Specialist

Support Engineer

• Provide technical support to customers via phone, email and chat
• Respond to customer inquiries and alerts in a timely and professional manner according to SLAs
• Diagnose, address and resolve technical issues efficiently and accurately
• Escalate complex issues to higher-level support
• Keep up to date with changing technologies and adapt quickly to process changes
• Participate in training sessions to enhance technical skills and knowledge
• Conduct knowledge-sharing sessions and assist in training new team members
• Gain a deep understanding of the client’s products and services
• Respond promptly to customer service inquiries to ensure satisfaction
• Collaborate with and support team members when assistance is needed
• Take on additional tasks or responsibilities to meet team objectives

Senior Technical Support Advocate

Customer Advocate

• Interact with customers to provide and process accurate, valid, and complete information with empathy, courtesy, and professionalism
• Perform problem tracking and ensure that issues are properly documented, prioritized, tracked, and resolved
• Ensure proper and timely escalation of issues to meet internal and external expectations
• Identify opportunities and recommendations for continuous process improvement
• Deliver service excellence and maximize customer service and satisfaction
• Work with the external team to stay updated on product and service knowledge
• Collaborate with internal and external teams in handling customer needs to provide excellent customer service in a timely and professional manner

Customer Advocate, Seasonal

• You will interact with customers to provide and process accurate, valid, and complete information with the highest degree of empathy, courtesy, and professionalism.
• Efficiently handle incoming calls, emails, and other communication channels (including Slack).
• Record and maintain detailed client information; ensure excellent client relations and problem resolution.
• Schedule and coordinate visits with nurses, ensuring accurate and timely appointments.
• Update paperwork, maintain records, and perform data entry using tools like Google Sheets, Excel, and internal databases.
• Payment processing by collecting payments via platforms such as Stripe and ensuring accurate record-keeping.
• Assist with coordinating events and special initiatives as needed.
• Monitor and maintain supply inventory.
• Utilize multiple screens and perform tasks with high accuracy and efficiency.
• Perform problem tracking and ensure that issues are properly prioritized, documented, tracked, and resolved.
• Ensure proper and timely escalation of issues to meet internal and external expectations.
• Identify opportunities and recommendations for continuous process improvement.
• You are expected to deliver service excellence and maximize customer satisfaction.
• Work with the external team to stay updated on product and service knowledge.

Senior Customer Advocate, Dispatcher

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities worldwide.
• Global team of just over a thousand across five countries aiming to grow to over 5,000 employees by 2027.
• Values: Authenticity; Curiosity; Dynamic growth; Ambitious vision with operational excellence; Empathy.
• As a Senior Customer Advocate, responsible for interacting with customers to address inquiries and resolve complaints regarding clients’ products and services.
• Collaborate with internal and external teams to handle customer needs and provide timely, professional customer service.
• Interact with customers to provide and process accurate, valid, and complete information with empathy, courtesy, and professionalism.
• Conduct customer consultation calls, technical troubleshooting, escalations, and investigations.
• Perform problem tracking and ensure issues are properly prioritized, documented, tracked, and resolved.
• Ensure proper and timely escalation of issues to meet internal and external expectations.
• Identify opportunities and recommendations for continuous process improvement.
• Deliver service excellence and maximize customer satisfaction.
• Work with external teams to stay updated on product and service knowledge.

Senior Customer Advocate

• Boldr is the first global B-Corp dedicated to delivering world-class client experiences and creating dignified, meaningful work.
• Coordinate account management and product development for Employer of Record (EOR) clients; own tools and processes.
• Represent Boldr to strategic clients and advocate for client needs within operations.
• Set high standards for client support and drive continuous improvement in communications and delivery.
• Client Management: execute account management for assigned clients (1–5 team members), act as point of contact, lead escalations, conduct business reviews, develop account plans, collect feedback, and identify upsell/cross-sell opportunities.
• Administrative Support: manage CRM/HubSpot pipelines, support documentation of client expenses for billing, manage contracts (MSAs/SLAs), and support the GE team.
• Internal Project Management: drive cross-functional initiatives, create and update process documentation, identify and implement process improvements, coordinate meetings, and follow up on action items.
• Expected to mentor and support team members and evolve the role as the company grows.

Accounting Manager

• Oversee bookkeeping and accounting work associated with company books
• Perform general bookkeeping duties: update posts in accounting software, record cash receipts, distribute customer invoices
• Reconcile accounts regularly and perform bank reconciliations
• Ensure receivables are collected and payables are paid promptly
• Function as part of the company’s finance team and maintain an organized accounting system
• Provide support to management during audits or other busy times
• Facilitate help desk queries to support operations
• Arrange payments to vendors and employees and send proof of payment to vendors
• Prepare, maintain, and organize check and petty cash vouchers
• Interact with vendors to resolve outstanding issues
• Record and track payments in databases and accounting software
• Reconcile A/P to the G/L and perform weekly and monthly accounts payable reports
• Maintain bookkeeping databases and spreadsheets, updating information as needed
• Analyze financial data and ensure compliance
• Continuously evaluate policies and recommend process improvements
• Provide support for internal and external audits and investigate irregularities
• Assist in general financial management and analysis
• File and pay monthly tax returns and audit liquidation reports
• Organize and safekeep all financial documents
• Execute month-end and year-end closings, prepare cash flow reports and monthly financial and management reports
• Prepare general ledger entries and handle petty cash

Accounting Associate

People Operations

A LITTLE BIT ABOUT Boldr
Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
In our Global Employment model, Boldr manages the employee lifecycle from recruitment to onboarding to coordinating appraisals, while Clients act as the operating managers of Team Members.
Support the Senior Manager, GE Operations to ensure Team Members receive HR and payroll-related support and manage client-related communications.
Assist in monthly probation performance reviews and uploading documentation to BambooHR.
Provide administrative support for timekeeping, leaves, procurement, and internal approvals.
Coordinate with PX, IT, and Office Ops for onboarding logistics, access provisioning, and equipment allocation.
Act as initial point of contact for Team Members; handle questions, concerns, and escalations and direct to appropriate departments.
Support planning and execution of meetings, engagement activities, training, and recognition programs; track tenure milestones.
Collaborate to refine performance evaluation frameworks, identify process improvements, and automate HR-related processes.
Maintain PX documentation libraries and trackers and prepare core PX reports and updates.
Assist Clients with onboarding, liaise to understand HR needs, and support country-specific requirements (probation extensions, offboarding, holiday calendars, benefits updates).
Collaborate on salary appraisals, promotions, and disciplinary actions ensuring alignment with Boldr processes and local labor laws.

Senior People Operations Specialist

• Boldr is a global B-Corp delivering world-class client experiences while creating access to dignified, meaningful work
• Support the Senior Manager, GE Operations to ensure Team Members receive necessary HR and payroll-related support
• Assist in managing Client-related communications and collaborate with departments on HR matters
• Address Team Member concerns, escalations, and engagement
• Ensure monthly Probation Performance Reviews are conducted and documented and uploaded to BambooHR
• Provide administrative support for timekeeping requests, leaves, procurement, and manager approvals
• Coordinate with PX, IT, and Office Ops for onboarding logistics, access provisioning, and equipment allocation
• Maintain relationships with Team Members as initial point of contact and direct them to appropriate departments
• Support meetings with Team Members to gather feedback and assess satisfaction
• Assist in organizing engagement activities, training, and recognition programs
• Identify opportunities to streamline and automate HR processes and maintain central PX documentation libraries and trackers
• Liaise with Clients on onboarding, probation extensions, offboarding, holiday calendars, benefits, salary appraisals, promotions, and disciplinary actions