Peak Support

Exceptional customer service and business process outsourcing for high-growth companies

Seasonal Team Leader – Customer Service Representative

Customer SupportCustomer SupportFull TimeRemoteTeam 1,001-5,000Since 2015H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

18 days ago

Salary

Not specified

English

Job Description

• Provide leadership and guidance to direct reports to ensure consistent administration of company policies and standards; define and implement any corrective actions needed to meet operational performance. • Conduct regular one-on-ones with direct reports to review individual performance, the performance of their team, and offer ongoing developmental coaching. • Responsible for selecting, training, developing, and managing performance of direct reports and their associates; including planning and assigning work for staff in accordance with the organization’s policies. • Act as the main point of contact to all team members asking specific information on products, services, policies, quality, etc., and explain not only how things are done, but why. • Communicate any challenges and updates to the Client Success Manager. • Provide insights on how the team works, analyze the data, identify opportunities and come up with action plans to improve. • Track, manage and review reports to understand the performance of all team members (Attendance, Client KPIs, and any internal Metrics). • Comfortably talk about the numbers during business reviews with the clients or with the Peak Support Leaders. • Send end of day/end of week reports. • Monitor team attendance on a daily basis. • Analyze and maintain all Client Service Level Agreements; implement improvement plans as needed. • Create and maximize relationships with client partners. • Create a positive work environment through member engagement; resolve member relation issues in a professional and timely manner. • Participate in cross-functional meetings to review information received from operational support functions - Training, Quality, Analytics, IT, and partner to define action plans that will resolve issues and drive continuous improvement. • Implement best practices and overdeliver for clients, drive consistent performance, evaluate staffing needs, and adjust meet changing requirements. • Update the leadership team on any issues/updates about the accounts. • Ad hoc tasks as required.

Job Requirements

  • Have prior tax experience—ideally having worked at a tax firm or possessing a strong understanding of federal and state tax regulations.
  • Are comfortable working with Personally Identifiable Information (PII) and Tax Return Information (TRI), maintaining the highest standards of confidentiality.
  • Possess strong emotional intelligence, including the ability to self-regulate, demonstrate empathy, and be self-aware in customer interactions.
  • Are fast learners with the ability to quickly grasp different processes, products, and services.
  • Are resourceful and capable of thinking outside the box to find solutions.
  • Demonstrate a strong work ethic and operate with integrity.
  • Possess above-average oral and written communication skills.
  • Thrive as independent workers with minimal supervision and can make or recommend sound decisions in challenging situations.
  • Have excellent interpersonal skills and can collaborate effectively with team members and clients.
  • Are skilled in coaching and can effectively communicate with team members about strengths and areas for improvement.
  • Exhibit strong analytical and problem-solving abilities.
  • Are detail-oriented and committed to accuracy.
  • Are open to shifting schedules, flexible with work hours, and willing to work on holidays as needed.
  • Align with the company's core values.
  • Can positively communicate process changes with team members.
  • Are proficient in multitasking and can handle multiple responsibilities efficiently.
  • Have advanced knowledge of Excel and Google Sheets.
  • Can create detailed and insightful reports for analysis and decision-making.
  • Are proactive in identifying and addressing issues before they escalate.

Benefits

  • Work from Home
  • Positive, encouraging, and performance-driven culture
  • Opportunities for growth
  • Professional development
  • Understanding of federal and state tax regulations

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