MySigrid

Customer Success Team Lead

MySigrid

full-time

Posted on:

Origin:  • 🇵🇭 Philippines

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Job Level

Senior

About the role

  • Build strong business relationships with their respective accounts by ensuring that client needs and expectations are consistently met and exceeded.
  • Manage client complaints and resolve issues effectively and in a timely manner, turning challenges into opportunities for long-term partnerships.
  • Manage client usage through proper planning and setting realistic expectations, including increasing usage of under-utilized accounts by working closely with the Executive Assistants.
  • Leverage sales experience to identify and capitalize on opportunities for growth within existing accounts.
  • Conduct sales calls to potential clients, presenting MySigrid’s offerings and converting leads into business opportunities.
  • Promote MySigrid’s values and help maintain a positive working environment for all staff.
  • Perform daily health checks on each account’s mailboxes to ensure smooth operations.
  • Provide immediate support to all staff relevant to his/her clients, including guidance on processes, SOPs, and daily operations.
  • Assist and monitor staff in day-to-day management of work focused on inbox clean-up, task scheduling, and time management.
  • Assist and monitor staff in cases of mistakes and learning opportunities, ensuring incidents are promptly reported and resolved.
  • Provide coaching and training to staff to promote continuous improvement and professional development.
  • Ensure the quality of work for all staff, including specialists, by performing weekly quality audits in compliance with SOPs.
  • Ensure that client preferences and information are captured and stored securely in line with SOPs and data protection policies.
  • Identify process and knowledge gaps and offer short-term and long-term solutions to address these gaps.
  • Conduct initial checks of requested leave dates, ensuring no resource shortages and forwarding them to the manager for final approval.
  • Assist management in the roll-out of new processes, policies, or projects as required.
  • Take on additional responsibilities assigned by the manager to promote growth and continuous improvement within the team.

Requirements

  • Highly organized
  • Strong drive to succeed
  • Excellent communication and interpersonal skills
  • Demonstrate leadership qualities
  • High computer literacy and ability to learn new software
  • Knowledge of customer success processes
  • Patient and an active listener
  • At least 1 year in the Customer Service/Success supervisory/team lead role