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Administrative Support: Handle routine paperwork, data entry, and documentation maintenance, such as updating client profiles, knowledge bases, internal reports, and writing drafts of Statements of Work (SOWs) for review by Account Managers
Scheduling and Coordination: Schedule interviews for new resources, client meetings, or training sessions
coordinate cross-functional activities like resource allocation and collaborate with the Talent Acquisition team on sourcing, screening, and onboarding needs
Onboarding and Offboarding Resources: Manage the end-to-end process for onboarding new team members or consultants (e.g., setup in systems, training coordination, and Background Verification/BGV processes) and offboarding (e.g., access revocation, knowledge transfer) to ensure compliance and seamless transitions
Logistics Management: Coordinate shipments of equipment like laptops or other hardware for resources, tracking delivery and resolving any delays
Timesheet and Compliance Follow-Up: Monitor and follow up on timesheets for resources, ensuring accuracy, timely submission, and compliance with company policies or client contracts
assist with BGV follow-ups as needed
Issue Resolution for Resources: Address day-to-day issues faced by resources (e.g., technical glitches, access problems, or workflow bottlenecks) through ticket management, escalation to relevant teams, and quick fixes
Reporting and Metrics Tracking: Compile basic reports on resource utilization, account health, or operational metrics
assist in drafting Quarterly Business Review (QBR) reports with data aggregation, visualizations, and initial insights to support AM presentations
Process Optimization: Identify inefficiencies in CS operations, automate repetitive tasks (e.g., notifications or reports), and maintain internal systems like CRMs or customer success platforms
Cross-Functional Collaboration: Work with HR, IT, finance, Talent Acquisition, and other departments to streamline processes, such as billing inquiries, support tickets, or SOW finalizations
Requirements:
Administrative Support
Onboarding and Offboarding Resources
Cross-Functional Collaboration
Attention to detail
Ability to design process and implement them for Customer Success Operations
Should be independent, self-driven and self-motivated