The Financial Statement Analyst is responsible for the timely updating of financial statements for US Companies reporting in XBRL. You will play a critical role in mapping financial statement line items from a company’s financial statements to a proprietary Chart of Account Codes. After mapping the company-specific Chart of Account codes, the financial data for each company is then automatically added to the client database for clients and customers.

WHAT WILL YOU DO

• Update the financial statements of 20-30 companies per day to the required standard in order to exceed KPI targets
• Evaluate financial reports, such as Balance Sheet, Income Statements, and Cash Flows filed in U.S. SEC. Analyze financial data to ensure that proper accounting procedures have been followed.
• Handle all exceptions, troubleshoot all reconciliation issues, and communicate exceptions and rare situations to Team Director
• Utilize client specific technologies to research, analyze, fix problems, and work collaboratively with peers to improve documentation and body of knowledge

As a Customer Advocate, you will be responsible for interacting with customers through Email, Chat, and Phone to address inquiries and resolve complaints regarding their Online Money Management Software/Application. Help customers in making better spending decisions with the clients’ platform. In this position, you will collaborate with the internal and external teams in handling the needs of the customer to provide excellent customer service in a timely and professional manner.

WHAT WILL YOU DO

• Interact with customers to provide and process accurate, valid, and complete information with the highest degree of 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

WHAT IS YOUR ROLE

The Data Associate is responsible for the timely updating of financial statements for US Companies reporting in XBRL. You play a critical role in mapping financial statement line items from a company’s financial statements to a proprietary Chart of Account Codes. By mapping company specific Chart of Account codes, the financial data for each company is then automatically added to the client database for clients and customers.

The Lead Generation Associate is responsible for prospecting, qualifying, and generating new business leads. Working directly for the Senior Manager, the successful Lead Generation Associate must use creative methods to gather prospects from multiple online sources.

• Learn and effectively position our unique value proposition in alignment to sales lead requirements
• Conduct searches and queries in order to research, qualify, and generate leads. You must be comfortable working with data.
• Handle all leads with the mindset that you are in part responsible for the client’s first impression of the company. As such, you should be able to respond in an enthusiastic, courteous, intelligent, and timely manner while validating the inquiry to maximize lead conversion.
• Prioritize deadlines in order to effectively meet weekly team goals.
• Perform quality checks for the client.

A Senior 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. At the same time, you provide support to customer advocates and associates on general account needs, queries. Usually, Customer Advocates gather their information and interact with customers via email/chat messages.

WHAT WILL YOU DO

• Answer client queries with enthusiasm, courtesy, and an open mind
• Provide excellent customer service in a timely manner
• Comfortably work with data
• Support associates with their general queries and needs

As a Customer Advocate, you will be responsible for interacting thru Email and Chat with the buyer and/or seller to address inquiries and resolve complaints on the clients’ E-commerce Platform. In this position, you will collaborate with the internal and external teams in handling the needs of the customer to provide excellent customer service in a timely and professional manner.

WHAT WILL YOU DO

• Interact with buyer and/or seller to provide and process accurate, valid, and complete information with the highest degree of 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

As a Client Success Coordinator, you will play an important role in supporting the Client Success organization in building client relationships and expanding our scope of services with existing clients. We expect a lot from you and hope to repay that through an exceptional career opportunity and all the learning that will come with building a high performing team.

In this role, you will be representing Boldr to our strategic clients while advocating for these clients within our operations. You will coordinate the necessary resources and stakeholders to develop and execute customized growth strategies for specific clients. You will coordinate the activities related to account management and business development by developing and owning the necessary tools and processes.

As Client Success Coordinator, you will also be expected to set the highest standards in how we support our clients, drive continuous improvement in how we execute and manage all client communication. Your role will evolve as you excel and as the company grows.

WHAT WILL YOU DO

Processes

• Maintain dashboards to visualize our Client operational performance
• Support Client Success Managers with the preparation of Client Business Reviews

Tools, Administration and Reporting

• Familiarity with Google Suite of Services is a must for this role
• Gmail, Drive, Sheets, Slides, and Docs are used heavily in Boldr
• Experience with Hubspot is a plus
• You’ll be the one taking notes and following up with team members for their action items so you’ll need to be comfortable with team coordination and communication
• Coordinate People Management Process
• Enable our team by providing updated templates (Boldr Overview, Engagement Proposals, Process Documents, Implementation Plans, Client Specific documents, etc.)
• Maintain Client schedule (Weekly Updates, MBRs, QBRs, Implementations) and collect feedback and drive necessary actions to completion

Training

• Coordinate necessary training and best practices related to Tools and Processes
• Ensure team participates in training related to global standard processes

Ongoing support and knowledge sharing

• Obtain feedback from Clients and team members on processes and tools to ensure continuous improvement
• Provides input and communication to drive Client Success improvement, for all clients, enterprise wide
  

As a Sr. Customer Advocate for Retention, you will be an ambassador of the client’s product and services by endorsing different services to customers and retaining their subscription. You will be interacting with them to address inquiries and resolve complaints. In this position, you will collaborate with internal and external teams in handling the needs of the customer to provide excellent customer service in a timely and professional manner.

WHAT YOU WILL DO

Customer Service

• Interact with customers to provide and process accurate, valid, and complete information with the highest degree of empathy, courtesy, and professionalism
• Perform problem tracking and ensure that issues are properly documented, prioritized, tracked, and resolved
• Deliver service excellence and maximize customer service and satisfaction

Customer Retention

• Recommend and sell a variety of services and products to customers
• Probe and discover the needs of the customer and recommend the appropriate service

Quality and Excellence Management

• Ensure proper and timely escalation of issues to meet internal and external expectations
• Identify opportunities and recommendations for continuous process improvement
• Work with the external team to stay updated on product and service knowledge

As an Executive Assistant, Your main responsibility is to provide high level administrative support by conducting research, preparing reports, handling information requests, performing clerical functions as requested. Your goal is to execute, deliver, and follow through on the Director of Operations’ own tasks.

WHAT WILL YOU DO

• Produce information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics.
• Follow and understand instructions with little or no follow up
• Conserve executive's time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications.
• Be the first line of communication between your boss and clients, other employees, and upper management
• Maintain executive's appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel.
• Represent the executive by attending meetings in the executive's absence; speaking for the executive.
• Welcome guests and customers by greeting them, in person or on the telephone; answering or directing inquiries.
• Maintain customer confidence and protects operations by keeping information confidential.
• Complete projects by assigning work to clerical staff; following up on results.
• Prepare reports by collecting and analyzing information, recording meeting discussions.

• Come up with creative and out of the box ideas and strategies on how to increase the volume of applicants and attract the right candidates.
• Source passive and active candidates thru the use of Job Portals and Facebook
• Ensures number of leads is properly distributed for each Talent Acquisition Specialist
• Ensures the Talent Acquisition team to meet their daily targets (Target invites and show ups).
• Assist and participate During Recruitment Events like Job fairs, Recruitment Caravans, and Open house
• Sends daily, weekly, and a monthly reports for consolidation
• maintains an active pool of applicants
• Promote and improve ERP and ARP

As a Data Services Associate, you are responsible for executing projects of varying nature -- from as simple as data entry and mining, to as complex as to lead generation, content moderation, and analytics and reporting.

The role will require keen attention to detail while maintaining quality and productivity at defined proficiency levels. You will be working with different tools and databases to gather, organize, and interpret data. This requires an aptitude to quickly learn new processes.

• Execute projects assigned by team lead while ensuring defined quality and productivity targets are met
• Identify opportunities to enhance new and/or existing processes as they arise
• Report deficiencies in processes or tools during project execution to ensure timely completion of projects

WHAT IS YOUR ROLE

• As a Customer Advocate, you will be responsible for interacting with customers to address tier 1 inquiries and resolve complaints regarding the clients’ products and services from November 28 to December 29. In this position, you will receive weekend trainings to enhance your skills because we’re all about growth in Boldr. You will also collaborate with internal and external teams in handling the needs of the customer to provide excellent customer service in a timely and professional manner.

WHY DO WE WANT YOU

• We are currently looking for impact-driven individuals who are passionate in helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic

WHAT WILL YOU DO

• Interact with customers to provide and process accurate, valid, and complete information on the account’s products and services, with the highest degree of 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 for 4 hours a day
• Work with the external team to stay updated on product and service knowledge