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Customer Service Technology Lead

Posted 13 days agoViewed

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💎 Seniority level: Lead, 5 + years

📍 Location: Latam, Canada, Eastern hours

🔍 Industry: Telemedicine

🏢 Company: Outliant

⏳ Experience: 5 + years

🪄 Skills: Project ManagementSQLData AnalysisQACommunication SkillsCustomer serviceReportingTrainingData visualizationProcess improvementData analyticsCustomer supportCustomer Success

Requirements:
  • 5 + years in Customer Service Operations or Support/Experience Ops, with 2 + years administering Intercom (or Zendesk/Salesforce Service Cloud) in a regulated environment.
  • Proven track record of reducing handle time, improving CSAT/NPS, and scaling processes without sacrificing quality.
  • Data-literate: comfortable slicing CSVs or writing queries to validate hypotheses.
  • Skilled process documenter and trainer—you can translate clinical-pharmacy complexity into crisp, step-by-step instructions.
  • Familiar with HIPAA or other PHI/PII frameworks; SOC 2, GDPR, or PIPEDA knowledge is a plus.
  • Bias for action: you identify the 80/20 levers, ship minimum-lovable solutions, measure, and iterate.
Responsibilities:
  • Map and refine the entire support journey (billing, pharmacy coordination, clinical questions, shipping).
  • Build SOPs, routing rules, and SLAs that balance speed with regulatory compliance (HIPAA, PCI, PIPEDA).
  • Partner with Workforce Management to forecast volume and set staffing plans that hit response-time targets.
  • Own the Help Center and internal knowledge base: develop taxonomy, review cadence, and authoring standards.
  • Roll out macros, checklists, and playbooks that shrink time-to-resolution and rep ramp-up.
  • Run weekly coaching, QA calibrations, and “voice of customer” debriefs to keep quality and empathy high.
  • Define the CS metrics stack (CSAT, FRT, AHT, NPS, deflection) and build dashboards in Intercom, Looker, or similar.
  • Run data deep-dives, pinpoint bottlenecks, and champion cross-team projects that improve patient experience.
  • Present monthly Ops reviews to execs, highlighting wins, risks, and next-quarter priorities.
  • Implement targeted Intercom bots, triggers, and integrations that remove repetitive clicks for reps and customers alike.
  • Evaluate third-party apps (AI assist, QA, billing) and own vendor relationships and renewals.
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