Responsibilities- Provide in-the-moment support to Tier 1 agents and Customer Success Managers (CSM) in IES including QBO, Payments, Elite Payroll and QuickBooks Time, utilizing deep product expertise and knowledge of all necessary systems, tools and processes needed to fully resolve all customer issues, and handling customer escalations.
- Act as a team POC by directly supporting a team's M1 in getting the best out of the team. Provide leadership coverage during manager absences. Support customer escalations as needed. Assist agents as needed. Provide a positive role model for the team (e.g. remaining focused on our customers’ experience and displaying a sense of urgency, making good decisions, keeping productive, complying with our attendance policy, etc.).
- Capture, access, interrogate and analyze data by understanding our primary data sources, how to use them, and what the data means. Capture data if no formal source exists. Identify trends and opportunities for improvement. Use data to quantify and validate issues that may already be understood intuitively and make appropriate decisions. Communicate learnings to relevant teams quickly to drive improvement.
- Mentor, guide, coach and develop agents by identifying underperforming or struggling agents and providing tailored support to improve their performance and lift the team. Understand basic coaching methodologies (e.g. GROW/ASAP) and apply them to drive accountability and results. Boldly and compassionately provide feedback (using the SBI model) and coaching on behavioral issues. Provide insights to M1s as well as proposed solutions for improvement, and work cooperatively with M1s to create and implement effective improvement plans.
- Partner with other groups (Supportability, PTO, Compliance, Underwriting, L&D, etc.) to develop a deeper understanding of the role they play in improving Products, Processes and People (3P). Provide insights that expand other groups' understanding of systemic or emerging issues.
- Influence process improvement by respectfully challenging core processes with an eye to continual improvement. Gather data and feedback and engage the relevant process owners as needed to share the customer and agent perspective in support of improving experiences for all.
- Role model change leadership, providing direct support to frontline and project teams in support of improvements to systems, tools and processes, and helping the team navigate through changes. Create SOPs and define best practices. Act as super users when significant updates to systems and tools are released, and work directly with project teams to provide insights on performance and the agent perspective.
- Provide critical escalation support for OOP, BBB and Executive escalations. Work directly with sales, customers and other teams to fully resolve and document issues. Provide feedback on the experience and suggestions on how to improve moving forward.
AZ Remote: $29.50-$40.00/ hr
CA (Not Bay Area): $40.00-$54.00/hr
CO Remote: $29.50-$40.00/hr
NY Remote: $38.50-$52.00/hr
DC Remote: $29.50-$40.00/hr
MA Remote: $31.00-$42.00/hr
WA Remote: $31.00-$42.00/hr
This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at