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As the face of PEXA to our customers (Lenders & Law Firms), you are cheerful, positive, proactive, flexible, take pride in managing all interactions and seeing queries through from start to finish, to delight and amaze our customer’s experience. You will carry out a diverse range of tasks, from setting up a new customer onto the PEXA Platform, to assisting with daily administration tasks or managing User access queries. Answering enquiries or issues within our SLAs is vital, these can come in via email, telephone or digital functions. You will develop exceptional customer relationships and demonstrate a PEXA Platform expertise they can trust. It is critical to get responses ‘right first time’ and to support this, you need to be a key contributor to the continuous improvement of our processes and creation and maintenance of training and knowledge material, ensuring we are a team who is ‘better together’ to achieve our objective of ‘first-class service’.
Job Responsibility:
Manage customer queries, issues and interactions through to resolution within SLAs
Act as PEXA’s ‘Level 1’ incident management function
Log all contacts in our Service Platform (Salesforce)
Escalate any enquiry that cannot be immediately resolved
Monitor all escalated enquiries to ensure they are answered within Service Level Agreements (SLAs)
Educate customers on using our digital ‘Self-Service’ support functionality
Analyse queries received to identify continuous improvement enhancements, ideas and volume metrics
Carry out processing and due diligence, adhering to the defined ‘Subscriber Onboarding’ process & procedures
Manage and maintain subscriber records, from amendments to confirming regulatory obligations
Obtain the required data to set the initial Users’ up on the platform –Adhere to the defined ‘User Onboarding’ process & procedure
Manage and educate on any ‘User’ enquiry
Deal with any feedback/issue/complaints with a resolution first approach, being empathetic and solution focused
Adhere to complaints/resolution handling policy, process and procedures
Complete and close the loop on cause and resolution to the customer
Carry out root cause analysis and ensure the rectification/changes are made to avoid repetition
Work with the relevant managers to assist in creating or continually improving our process and procedures, training material and knowledge content
Support creation and review of content and delivery to align with our PEXA Platform release deadlines
Actively engage in collaboration and innovation to embed the PEXA values and purpose into the team culture
Requirements:
Previous experience in a customer focused support environment of a tech product
Polite, cheerful and articulate telephone manner
Strong time management and organisational skills
Strong communication skills, written, verbal and visual
Ability to self-motivate and work autonomously in a fast-paced environment
Nice to have:
Experience of the mortgage process either with a Lender or Law Firm
Experience of using a service support system
What we offer:
Tailored personal and professional learning and development programs and tools
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