Harbor Compliance
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about 2 months ago
Position Overview:
The Team Lead oversees the Client Service Team, driving initiatives to enhance client experiences and achieve retention goals. Your leadership will foster a culture of proactive collaboration and knowledge-sharing, empowering the team to deliver exceptional value to our clients.
Key Responsibilities
- Mentor the Client Service team to deliver exceptional support across channels.
- Maintain a 90% gross retention rate for nonprofit accounts through proactive client engagement.
- Collaborate to achieve a 108% net retention rate, addressing client needs effectively.
- Develop onboarding plans and educational resources; implement satisfaction surveys.
- Maintain and improve client-facing processes and documentation.
- Partner with Learning & Communications to deliver effective training sessions.
- Ensure timely client responses, meeting established turnaround metrics.
- Develop accurate knowledge base content with internal stakeholders.
Qualifications
- 5+ years in customer service, with 1+ years in a leadership role.
- Proven ability to provide effective service in fast-paced environments.
- Strong multitasking, time management, and communication skills.
- Experience with knowledge base management and data analysis.
- High computer literacy, preferably with Zendesk experience.
Compensation
Competitive salary plus commission and generous benefits including paid time off, seven paid holidays, health plan including medical/dental/vision, life insurance, disability, and retirement plan matching. Employees enjoy a relaxed dress code, a pleasant work environment in our spacious headquarters, and an entrepreneurial atmosphere that isn’t hindered by corporate red tape.