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  • Customer Success Specialist
    by Upbound on January 24, 2025 at 4:50 pm

    Upbound is the company behind Crossplane, the open source project which started the control plane revolution in the cloud native community. Upbound helps companies rise above the clouds with our Crossplane powered Universal Cloud Platform. With Upbound you get universal real-time visibility into all of your infrastructure environments, the same API centric approach Kubernetes pioneered for managing infrastructure and policies, and self service infrastructure capabilities.As a Customer Success Specialist at Upbound, you will be the first point of contact for customers using our universal cloud platform. You'll play a crucial role in ensuring customer satisfaction by providing timely and effective support for technical issues, questions, and service requests. In this role, you will: Serve as the first line of support for Upbound platform users, handle initial customer inquiries through various channels (email, chat, ticket system) Triage and categorize incoming support tickets according to priority and complexity Troubleshoot and resolve basic to moderate technical issues related to the Upbound platform Escalate complex technical issues to Engineering and Solutions support teams with proper documentation and context Maintain accurate records of all customer interactions and support tickets Create and update knowledge base articles based on common customer inquiries Monitor system status and alert relevant teams of any potential issues Assist customers with account management, access issues, and basic configuration questions Participate on an on call rotation You’re a good fit if you have: 1-3 years of customer success or technical support experience in a SaaS or cloud platform environment Understanding of cloud computing and infrastructure management concepts Provided technical support in and around cloud platforms and IaC products and tools Experience with GitHub Issues Experience with ticket management systems and support tools Strong written and verbal communication skills in English Ability to explain technical concepts to users of varying technical backgrounds Deeply curious and analytical with strong troubleshooting and problem-solving skills Customer-service oriented mindset with strong interpersonal skills It’s a plus if you have: Previous experience with Upbound and/or Crossplane Container orchestration or specifically Kubernetes experience Familiarity with unix-like shells and command-line interfaces Basic scripting skills (Python, Bash, or similar) Startup experience Speak fluent German #LI-REMOTEWhile building amazing technology is important, Upbound has an intense commitment to building a great culture. With company values like Be Accountable, Demonstrate Craftsmanship, Champion the Customer, Collaborate Decisively, Care For Our Communities, Act as an Owner and Engage Vulnerability; you'll find yourself in a place where learning, growth, impact, and fun finally intersect. Similar to the open source community we serve, we look to each other to constantly iterate and improve on what we're building and you will be a key contributor in this effort. We encourage people of all backgrounds, gender identities, ethnicities, ages, or any other descriptors that make you uniquely you, to apply with enthusiasm and confidence.  Upbound is a place where you can be 100% comfortable being you.

  • Customer Experience Associate
    by wisetack on January 24, 2025 at 12:50 pm

    Since 2018, Wisetack has been building transparent and intuitive consumer lending products that help service-based businesses thrive (think HVAC companies, veterinarians, or auto repair shops).  Our leadership team comes from top fintech companies such as Lending Club, Affirm, and Varo Money. And we’re backed by leading VCs, including Insight Partners, Greylock, and Bain Capital Ventures (investors in Airbnb, LinkedIn, Instagram, Dropbox, and more). Having raised $84M, we’re a well-funded startup and have invested in people and technology while growing our partnerships — responsibly.  We’re also proud to have received recognition from the fintech world. Awards we’ve won include:  2023 Best Consumer Lending Program by Tearsheet 2023 Best Point of Sale Product by Fintech Breakthrough 2022 Best Consumer Lending Solution by Finovate 2022 Best Emerging Lending Platform by Lendit (now Fintech Nexus) But what you’ll find us gleaming about the most is the recognition from our own customers, particularly our sky-high NPS rating of 79. (For reference, the average score is 44 for financial services and 36 for SaaS companies.) As a result of our efforts in building this healthy company culture, we’ve been nominated to several Great Places to Work lists, such as Best Small Workplaces, Best Workplaces in the Bay Area, and Best Workplaces in Financial Services & Insurance. Like any startup, we’re in it for the long haul, and we’re looking for people willing to join our journey of building something special together.  This process starts with our company values, which guide us in everything we do — and have played a critical role in our success. We valiantly abide by them, and would expect you to do the same: Put customers first (that’s our M.O.) Act fast (leverage our startup environment). Lead the way (show and tell). Take ownership (everyone is hands-on here). Be a good human (no egos, build financial products that do right by people). Learn more about our values here.  The Role At Wisetack, we’re committed to providing our customers with a high-quality customer experience. Our NPS scores often cite our Customer Experience Team as one of the reasons they rate us so highly. Our customers are service-based businesses who rely on our point-of-sale financing product to help their businesses grow.  As a Customer Experience Associate, your mission is clear: make our customers successful!  You’ll be the friendly voice on the other end of the line, helping businesses navigate and get the most out of our platform. Whether it’s answering questions, troubleshooting issues, or just providing an ear when they need it most, you’ll be a key player in keeping our customers happy and helping them grow. Responsibilities Be the Go-To Expert: You’ll be the friendly voice that our merchants and borrowers call when they need help, guiding them through troubleshooting and tech support with ease. No two calls are the same – you’ll keep things exciting and solve complex issues with confidence. Written Support: Our customers love talking to us, but sometimes they like to send us a message instead. You’ll make sure customers feel heard and cared for even through written messages. No emoji overload here – just clear, concise, and caring communication that makes customers feel like they’re getting VIP treatment every time. Stay Ahead of the Game: Own your cases and stay on top of ongoing issues to ensure customers get the best solutions, fast. Teamwork Makes the Dream Work: You’ll team up with teams like Product, Growth, and Engineering to solve problems, share customer feedback, and drive improvements that help us build an even better product. Drive Improvement: Work on fun projects and initiatives within CX to make both the customer and agent experience even better – because we believe in making things awesome for everyone involved. Requirements Bachelor's degree preferred  2+ years of experience working in a customer facing role  Excellent verbal and written communication skills Must be willing to work weekends  Willing to manage up to 90% of your time on customer calls  Proficient in Salesforce  Proficient in Zendesk or another customer services software platform Aptitude for learning new products, processes, and systems Bonus points Fintech experience  Conclusion The hourly rate for the position is $25.00, plus equity, and benefits.  Spend a little time on our About Us page and check out our Press page and our blog for more. If you think this might be a fit, we’d love to hear from you!

  • Customer Success Manager
    by Verity on January 24, 2025 at 6:50 am

    Key Duties:Build and maintain strong relationships with our investment management clients by maintaining a deep understanding of their workflow and acting as a consulting partner. Work closely with and support our Senior Customer Success Managers on marquee clients.Assist and lead client implementations and onboarding, working with our Solutions Engineering team to achieve mutually beneficial outcomes. Serve as the internal Voice of the Customer, addressing feedback and requests post-implementation to ensure a positive user experience for our clients. Collaborate with additional internal teams, including Sales, Product Development, and Marketing, to provide a fantastic client experience and go-to-market strategy. Provide clients with expertise and best practices to optimize their use of our software. Handle renewal negotiations to help us achieve and exceed customer retention and growth targets. Monitor customer activity trends to identify churn risk and work proactively to eliminate that risk, while simultaneously identifying and closing upsell and cross-sell opportunities. About You:Proven experience as a Customer Success Manager, or similar role, in the financial services industry, preferably working with investment management clients. Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships – including with client stakeholders.  Results-oriented with a demonstrated ability to meet or exceed targets. Ability to work independently and collaboratively in a fast-paced environment. Proficiency in CRM software and Microsoft Office Suite. Bachelor’s degree or relevant work experience. What We Offer:Competitive compensationMedical, dental, and vision coverage plan options (with core plan premiums covered at 100% for you and 90% families!)Remote-first working environmentFlexible and generous time off policy to balance your work and lifePaid parental leave policies for every type of parent to ensure bonding time with your new addition 401 (k) retirement plan options to help you invest in your futureCompany paid life insurance and long-term disability coverageVerityGives charitable donation matching program to support the causes important to our employees

  • Director, Client Success
    by UnboundEd on January 24, 2025 at 6:50 am

    ABOUT UNBOUNDEDUnboundEd empowers educators to eliminate the predictability of student outcomes by race, language, and socioeconomic status through evidence-informed, engaging, affirming, and meaningful grade-level instruction—so all students succeed academically. As the nation’s largest equity-focused professional learning organization, we provide professional learning products and services to hundreds of thousands of educators nationwide. UnboundEd is a passionate team of former teachers, district and school leaders, curriculum writers, and education experts united by the desire to see every student thrive. We walk alongside educators on their professional learning journey, helping them cultivate the mindsets, knowledge, and skills to deliver equitable, effective instruction. In 2023, UnboundEd joined forces with Pivot Learning and CORE Learning to expand our offerings and drive long-needed changes in instruction, especially in the highest-need schools.ROLE SUMMARYReporting to the Vice President of Strategic Partnerships, the Director, Client Success will be a trusted advisor and dedicated coach to assigned accounts, collaborating closely with school and district leaders to support their implementation and operationalization of the mindsets, skillsets, and toolsets gained during training with UnboundEd. By leveraging exceptional customer focus, deep program knowledge, exceptional facilitation, and implementation experience, you will seek to understand their unique needs and challenges, develop tailored tools and strategies to help them overcome those challenges, and drive student success to maximize the training impact and value; and ultimately support sales team revenue.UnboundEd is a virtual organization, and this employee can work from anywhere in the United States. UnboundEd has core business hours when we expect all staff to be available from 9 a.m. to 5 p.m. local time and 30% travel is required.ESSENTIAL RESPONSIBILITIESEssential responsibilities for this position include, but are not limited to:Team Leadership: Build and lead a team to support partnership goals Lead a team of managers and specialists to create and execute implementation plans and experiences Maintain implementation records to track each assigned customer's progress, promote successes, and identify opportunities for improvement Lead the creation of new training courses, tools, and materials to support customers with high-quality action planning, implementation planning, and ongoing support Customer Onboarding: Own the post-sale onboarding process for new customers Provide additional training, guidance, and support as needed Collect, analyze, and review participant data post-training; review results with customers and identify opportunities for ongoing engagement.  Connect customers with additional expertise (e.g., from the partnership or program team members)  Form new partnerships to extend, expand, or deepen the customer's ongoing satisfaction and success. Resolve any issues or concerns quickly, courteously, and professionally Implementation & Planning Support: Lead and manage the creation of training, tools, and materials  Facilitate ongoing action planning and implementation support. Collaborate closely with the partnership directors to identify key customer assignments, meet each customer's needs and goals, and continually monitor their ongoing satisfaction and success   Other related duties and projects as assigned RequirementsMINIMUM QUALIFICATIONS Bachelor’s degree from an accredited college or university; Master’s degree or above preferred Five (5) years of experience in K-12 school or district leadership, designing and developing professional learning solutions; implementing school improvement or action plans with experience working with top-level administrators in person and virtual settings. THE STRONGEST CANDIDATES WILL HAVE/BE: Commitment to UnboundEd’s organizational values Learning orientation and commitment toward diversity, equity, and inclusion Knowledge of urban school environments Humility and empathy for the equity issues clients face daily Deep knowledge of urban school environments, state receivership issues, and proven transformation processes to effectively turn around schools Ability to work independently and effectively in a virtual, remote environment and build strong relationships with colleagues and partners across geographies and time zones Willingness to work alongside a dynamic, highly collaborative, and vision-driven team Entrepreneurial spirit and ability to thrive in a fast-paced and changing environment Proficient use of Microsoft Office, Google-based applications, and online collaboration tools such as Slack BenefitsBENEFITS AND COMPENSATIONUnboundEd offers competitive salaries commensurate with experience and education and a generous benefits package that includes take-as-you-need vacation time, group medical, dental, and vision plans, disability and life insurance plans, and an employer-sponsored 401K retirement plan with a 5% employer contribution and no vesting period. This exempt position has an annual compensation range of $105,900-$164,100.  UnboundEd bases compensation offers on relevant years of experience in relation to the position. Because of our strong commitment to equity and growth, UnboundEd does not negotiate compensation offers.About the companyUnboundEd is dedicated to ensuring that education systems disrupt systemic racism by providing students of color meaningful, engaging and affirming grade-level instruction. We are a team of former classroom teachers, curriculum writers, and school and program leaders dedicated to empowering educators to meet the challenges set by higher standards, unfinished instruction, and institutional racism. We provide immersive instructional equity professional development, free high-quality standards-aligned resources for the classroom, and other professional learning opportunities for teachers, coaches, and leaders. We thrive in working collaboratively and work to dismantle white supremist structures within our own organization and within the education system.

  • Customer Service Representative
    by Group O on January 24, 2025 at 4:50 am

    Group O is seeking a Call Center Customer Service Representative responsible for efficient and courteous responses to customer questions and concerns. As a Call Center Customer Service Representative, you will play a vital role in delivering exceptional customer service experiences to individuals who contact our organization on behalf of our clients for assistance. Acting as the first point of contact, you will manage a variety of inquiries, provide information, resolve issues, and ensure customer satisfaction through effective communication and critical thinking skills. The ideal candidate for this role will possess effective communication skills, problem-solving abilities, and a customer-focused mindset. Key Responsibilities Receive incoming calls from customers seeking assistance with inquiries, orders, product information, billing questions, account maintenance, or technical support. Provide prompt, courteous, and accurate responses to meet their needs. Listen actively to customer concerns, identify the root cause of their issues, and work diligently to resolve problems to the customer's satisfaction. Utilize available resources, tools, and knowledge bases to troubleshoot and address inquiries effectively. Build rapport and establish positive relationships with customers by demonstrating empathy, patience, and professionalism in all interactions. Tailor responses to meet the unique needs and preferences of each customer. Maintain a thorough understanding of the company's products, services, features, pricing, and promotions. Continuously update knowledge through training sessions, documentation review, and communication with internal teams. Assist customers with placing orders, processing returns or exchanges, tracking shipments, and managing account information. Follow established procedures for order entry, verification, and fulfillment to ensure accuracy and efficiency. Accurately record all customer interactions, inquiries, and resolutions in the appropriate systems or databases. Generate reports or summaries as required to track performance metrics, trends, and customer feedback. Collaborate with other departments, such as sales, marketing, and technical support, to address customer inquiries that require specialized expertise or escalation. Communicate effectively with team members to coordinate efforts and provide seamless support to customers. Proactively identify opportunities to enhance processes, procedures, and service delivery methods to improve the overall customer experience. Provide feedback and suggestions for optimizing workflows, tools, or training programs. Job Qualifications Remote location requires a minimum of 100-megabyte internet speed. High School Diploma Basic customer service and phone handling experience. Strong verbal communication skills, with the ability to convey information clearly, concisely, and professionally. Active listening skills and the ability to empathize with customers while remaining calm and composed under pressure. Excellent problem-solving abilities and a willingness to take ownership of customer issues until a resolution is achieved. Familiarity with basic computer applications and proficiency in typing and data entry. Adaptability to work in a demanding environment with shifting priorities and a diverse customer base. Commitment to maintaining confidentiality, integrity, and professionalism in handling customer interactions and sensitive information. Ability to work a set schedule with the flexibility to work extra hours or a modified work schedule to meet business needs. Benefits Medical, Dental, Vision, and Life Insurance Flexible Spending Accounts (Medical and Dependent Care) 401(k) Plan with Company Match Generous Paid Time Off 10.5 Paid Holidays Career Development Opportunities

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