Manager, Client Experience Technical

hace 1 mes

Mérida Yuc, México Boldr A tiempo completo

**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.
- We are a global team, united by our desire to connect diverse people with common values for bolder impact.
- We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

**LET’S START WITH OUR VALUES**:

- Meaningful connections start with AUTHENTICITY
- We do our best work by being CURIOUS
- We grow by remaining DYNAMIC

**WHAT IS YOUR ROLE**:
We’re looking for a self-starter, hard-working, and dedicated team member to jump in and be a key part of our Client Experience team.

In this role, you are responsible for maintaining and nurturing Boldr’s Client relationships as well as developing and empowering Boldr’s Team Captains to be successful in their role. You will act as a business owner taking full accountability for the success of your Client and teams, ensuring they are fully equipped to meet our commitments to our Clients and doing so with the highest level of quality.

You will help foster a healthy working environment for our team members by working with other functions and internal stakeholders (such as People Experience and Operations). You will represent Boldr to our Clients and act as our internal Client across various departments. You will need to be laser-focused on our operational performance and comfortable with the management of global teams on a daily basis. You will be responsible for day-to-day Client communication, performance reporting, training, and escalation management. Having an eye for details will be important as you’ll be maintaining all Client Success tools and procedures.

**WHAT WILL YOU DO**:
**Processes**
- Develop and maintain an authentic relationship with all the Client and internal stakeholders.
- Act as a strategic advisor to our Clients and internal stakeholders by managing key points of contact and updating key challenges and opportunities.
- Execute daily and weekly reviews of our operational performance with Client stakeholders and Boldr leadership.
- Ability to work seamlessly with different departments namely: Implementation, Client Solutions, Finance, IT, People Experience and Office Operations.
- Communicating and resolving basic to complex inquiries and concerns in an accurate, valid, complete, and timely manner.
- Create and manage Client contracts such as MSAs and SLAs.
- Manage a team of Team Captains and monitor compliance against SLAs and achievement of Client KPIs.
- Partner with Team Captains to ensure documentation is constantly updated and identification of process improvements are sourced with the TC and their team.
- Facilitate Client Business Reviews in partnership with your SBU Head and organize the Boldr team to create these reviews.
- Develop, maintain, and leverage relationships and networks within the Client organization to identify and develop business opportunities.
- Update Hubspot deal cards and ensure all necessary items are appropriately invoiced.
- Follow up with clients on invoicing, pricing discrepancies, and other billing-related issues.

**People Management**
- Plan and oversee hiring, onboarding, training, quality assurance, tool optimization, and team building.
- Supervise and develop Team Captains through guidance, observation, and performance management activities.
- As needed, joins the Team Captain on calls with the Client, team huddles or coaching sessions to stay up to date with all Client and team developments.- This also provides an opportunity to observe the Team Captain’s presentation, Client communication and coaching skills.
- Taking steps to ensure learning and growth through development plans and, when necessary, progressive counseling.
- Promote and foster a culture of continuous improvement by providing positive and constructive feedback to team members.
- Establish, promote, and maintain the Boldr culture within the organization.
- Understand employee career growth aspirations to enable matching Boldr’s needs with employee abilities.
- Act as the escalation point for the Team Captains.
- Responsible for upholding our organization’s values throughout the workplace.
- Monitor achievement of internal and external KPI’s and ensure Operational Excellence.
- Identify performance issues, conduct root cause analysis, and work with operations to improve performance on KPIs through motivating, guiding, and holding local operations managers accountable for following SLA.

**Tools, Administration, and Reporting**
- Familiarity with Google Suite of Services is a must for this role.- Gmail, GDrive, Sheets, Slides, and Docs are used heavily in Boldr
- Experience with Hubspot is a plus.
- Know how to use data to generate reports and assess the health and efficacy of a program, and how to take action to mitigate or improve.
- Maintain Clien

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