Hearsay Systems

👥 101-250💰 $ on 2020-07-29Digital MarketingSocial Media MarketingFinancial ServicesSaaSMarketingInsurTechFinTechSoftwareSocial Media
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Hearsay Systems is a leader in client engagement solutions for financial services, empowering over 200,000 advisors and agents to enhance and manage client relationships through its SaaS platform. Trusted by top financial firms like Allstate and Morgan Stanley, Hearsay's platform supports optimized sales engagements and exceptional client service while ensuring compliance. Founded in 2009 and headquartered in San Francisco, Hearsay operates with a globally distributed team and is backed by prominent investors.

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📍 Philippines

🔍 B2B, SaaS, FinTech

  • At least 3 years of relevant technical support experience within the B2B, SaaS, and/or FinTech industry assisting Enterprise customers of Fortune 1000 companies via phone.
  • Experience with APIs, Implementation Management and/or Project Management desired.
  • Successful record of going above and beyond your job description to better our relationships with customers and vendors.
  • Understand and use common social media and digital tools and demonstrate an ability to triage applications at an in-depth level.
  • Can easily navigate customers through a variety of complex and technical obstacles.
  • Excellent prioritization skills and an ability to make decisions quickly.
  • Real passion for customer service and a rare ability to understand enterprise customer needs.
  • Knowledge of Zendesk, JIRA, Looker, and Intercom a plus.
  • Stellar verbal and written communication in English.
  • Ability to think on one's feet and find creative solutions at an application and account level.
  • Excellent teammate with a positive attitude and a strong sense of self-direction and the ability to work across all internal teams and influence coworkers.

  • Understand and act as a first point of contact for Hearsay products and applications.
  • Own the customer experience by effectively prioritizing and addressing support-related questions via the phone and Zendesk ticketing solution.
  • Liaise with the Customer Success, Engineering, and Product teams to pass along customer feedback, account trends, and escalating and quickly resolving issues.
  • Comfortable with ambiguity and working alone on tough assignments.
  • Willingness to proactively act, without being asked to help.
  • Ability to maintain composure and customer focus while troubleshooting and solving technical issues.
  • Consistently attain Hearsay's target customer satisfaction score.
  • Maintain SLAs.
  • Maintain a thorough knowledge and understanding of the Hearsay platform across the organization and down to individual clients.
  • Execute our support strategy and build stellar relationships with our customers.
  • Demonstrate deep execution focus by achieving quarterly goals at the team level.
  • Focus on continuous team improvement by onboarding new team members and providing and receiving specific feedback.

Project ManagementJiraCommunication Skills

Posted 2024-09-21
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