We are actively looking to bring on the highest achieving team members to join our Sales team to help us transform one of the most important industries on the planet. The SR will utilize targeted questions to speak knowledgeably with our clients.
What is your role:
This is a very strategic position and a key role at Boldr. As the Team Captain, you execute 3 functions: people management, project management, and client management. This role will entail regular client communication as you will serve as a point of escalation for issues outside the authority of an advisor or analyst. If you have experience or is confident of your ability to deliver results within these 3 main avenues, this role if for you.
Why do we want you?
As the Operations Manager for Data Management, you are responsible for ensuring that the operations team is exceeding Boldr clients’ expectations.
Manage Team Leads and Team Captains within the Data Management team to ensure clients’ productivity, quality and client performance objectives are met and performed in an efficient manner.
Act as an overall support for the Senior Manager.
Overseeing the daily operational functions of Data Management processing teams and responsible for driving key metrics. Planning, directing, supervising, and evaluating the team’s workflow.
Provide daily goals and strategy to their team that will maximize long-term success.
Responsible for executing department goals and objectives.
Promote and maintain the Boldr culture within the organization.
Promote and foster a continuous improvement culture within the organization.
Build team morale to support advisor retention.
Develop and maintain an authentic relationship with all the Data Management client stakeholders and provide a seamless communications channel to each client.
Work to maintain an open dialogue with clients in both positive and negative situations.
Utilize project management skills (including resource management, relationship management, delegation) to ensure timely creation and delivery of services to our clients.
A Customer Advocate interacts with clients’ customers to provide them with information to address inquiries regarding products and services. In addition, you deal with and help resolve any customer complaints. Usually, Customer Support gather their information and interact with customers via email messages.