Peak Support
Exceptional customer service and business process outsourcing for high-growth companies
Seasonal Team Leader – Customer Service Representative
Customer SupportCustomer SupportFull TimeRemoteTeam 1,001-5,000Since 2015H1B No SponsorCompany SiteLinkedIn
Location
United States
Posted
18 days ago
Salary
Not specified
English
Job Description
• Provide leadership and guidance to direct reports to ensure consistent administration of company policies and standards; define and implement any corrective actions needed to meet operational performance.
• Conduct regular one-on-ones with direct reports to review individual performance, the performance of their team, and offer ongoing developmental coaching.
• Responsible for selecting, training, developing, and managing performance of direct reports and their associates; including planning and assigning work for staff in accordance with the organization’s policies.
• Act as the main point of contact to all team members asking specific information on products, services, policies, quality, etc., and explain not only how things are done, but why.
• Communicate any challenges and updates to the Client Success Manager.
• Provide insights on how the team works, analyze the data, identify opportunities and come up with action plans to improve.
• Track, manage and review reports to understand the performance of all team members (Attendance, Client KPIs, and any internal Metrics).
• Comfortably talk about the numbers during business reviews with the clients or with the Peak Support Leaders.
• Send end of day/end of week reports.
• Monitor team attendance on a daily basis.
• Analyze and maintain all Client Service Level Agreements; implement improvement plans as needed.
• Create and maximize relationships with client partners.
• Create a positive work environment through member engagement; resolve member relation issues in a professional and timely manner.
• Participate in cross-functional meetings to review information received from operational support functions - Training, Quality, Analytics, IT, and partner to define action plans that will resolve issues and drive continuous improvement.
• Implement best practices and overdeliver for clients, drive consistent performance, evaluate staffing needs, and adjust meet changing requirements.
• Update the leadership team on any issues/updates about the accounts.
• Ad hoc tasks as required.
Job Requirements
- Have prior tax experience—ideally having worked at a tax firm or possessing a strong understanding of federal and state tax regulations.
- Are comfortable working with Personally Identifiable Information (PII) and Tax Return Information (TRI), maintaining the highest standards of confidentiality.
- Possess strong emotional intelligence, including the ability to self-regulate, demonstrate empathy, and be self-aware in customer interactions.
- Are fast learners with the ability to quickly grasp different processes, products, and services.
- Are resourceful and capable of thinking outside the box to find solutions.
- Demonstrate a strong work ethic and operate with integrity.
- Possess above-average oral and written communication skills.
- Thrive as independent workers with minimal supervision and can make or recommend sound decisions in challenging situations.
- Have excellent interpersonal skills and can collaborate effectively with team members and clients.
- Are skilled in coaching and can effectively communicate with team members about strengths and areas for improvement.
- Exhibit strong analytical and problem-solving abilities.
- Are detail-oriented and committed to accuracy.
- Are open to shifting schedules, flexible with work hours, and willing to work on holidays as needed.
- Align with the company's core values.
- Can positively communicate process changes with team members.
- Are proficient in multitasking and can handle multiple responsibilities efficiently.
- Have advanced knowledge of Excel and Google Sheets.
- Can create detailed and insightful reports for analysis and decision-making.
- Are proactive in identifying and addressing issues before they escalate.
Benefits
- Work from Home
- Positive, encouraging, and performance-driven culture
- Opportunities for growth
- Professional development
- Understanding of federal and state tax regulations
Related Guides
Related Categories
Related Job Pages
More Customer Support Jobs
Customer Support18 days ago
Full TimeRemoteTeam 201-500Since 2013
Customer Service Representative providing technical support for Tactacam products
Alaska + 4 moreAll locations: Alaska, Connecticut, New Mexico, Massachusetts, South Dakota
$18 / hour
Customer Support18 days ago
Full TimeRemoteTeam 10,001+Since 1862
Customer Service Representative providing support for UBS clients
Customer Support18 days ago
Full TimeRemoteTeam 51-200Since 2021
Head of Customer Experience at Aios Medical ensuring exceptional customer service.
Customer Support18 days ago
Full TimeRemoteTeam 11-50Since 2023
Customer Experience Lead managing user experience and support systems at Outlive