jobicy

Customer Specialist @ Boldr

MexicoRemoteFull-timePosted 82 days ago

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About this role

A LITTLE BIT ABOUT BoldrBoldr 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 boldr 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 VALUESMeaningful connections start with AUTHENTICITYWe do our best work by being CURIOUSWe grow by remaining DYNAMICOur success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE At the heart of great partnerships we’ll always find EMPATHY WHAT IS YOUR ROLEAs a Customer Specialist, you will own and manage complex post-purchase client interactions and coordination processes end-to-end. You will serve as a subject-matter expert within Customer Experience, ensuring high-quality resolutions, identifying process gaps, and driving improvements that enhance both customer satisfaction and operational efficiency.

You will operate with minimal supervision, exercise sound judgment in ambiguous situations, and collaborate cross-functionally to ensure seamless execution across scheduling, contracts, payments, and customer communications. Beyond execution, you will influence workflows, provide feedback to leadership, and contribute to continuous improvement initiatives that elevate service standards.

WHY DO WE WANT YOUWe 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 DOOwn complex client cases and manage post-purchase processes end-to-end, including scheduling, coordination, and issue resolution.Provide high-level, personalized support via email, chat, and phone while maintaining strong customer relationships.Guide customers in making decisions that benefit both them and the company, exercising sound judgment in non-routine situations.Act as a Subject-Matter Expert in Customer Experience processes, policies, and tools.Identify root causes of recurring issues and recommend process improvements.Collaborate cross-functionally with Finance, Operations, Contracts, and other teams to ensure timely and accurate execution.Ensure contracts, addendums, payments, and documentation are processed accurately and on time.Maintain CRM systems and internal databases with detailed, high-quality documentation.Proactively flag risks, gaps, and workflow inefficiencies to leadership and stakeholders.Support key business initiatives and contribute to service improvement strategies.Maintain strong productivity and customer satisfaction metrics while handling diverse and complex cases.WHAT WE’LL LIKE ABOUT YOUYOU ARE…

Curious and authentic, just like us! #beboldrAn analytical and critical thinker with strong judgmentHighly detail-oriented and organizedComfortable operating in a fast-paced, evolving environmentProactive, solution-driven, and accountablePassionate about client satisfaction and service excellenceYOU HAVE…

Bachelor’s degree in any field you’re passionate about3+ years of Customer Support or Client Experience experienceProven ability to handle complex or ambiguous customer cases independentlyStrong written and verbal communication skillsExperience working cross-functionally with multiple internal teamsProficiency in CRM platforms and cloud-based applicationsAdvanced organizational and prioritization skillsAbility to influence outcomes through collaboration and thoughtful communicationDemonstrated experience contributing to process improvements or workflow optimizationActive listening skills and ability to engage with customers, build rapport, and anticipate their needsAbility to work independentlyAbility to prioritize and complete simultaneous projects with minimal supervision

Skills

Customer Success

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