Insights & Planning Specialist

Human Interest

2d

About The Position

The Insights & Planning team is crucial to our success, serving as the engine that maximizes the efficiency and effectiveness of our customer-facing teams. Through the resolution of complex issues, we accelerate sales outcomes, making them more sustainable.
In this role, you will be key in unblocking issues and helping internal teams establish more effective processes.

Requirements

• Minimum 1+ years of experience working in a queue-based customer service environment.
• Experience with SFDC especially in case handling.
• Proactive and professional communication in all settings
• Ability to connect the dots between process and business impact
• Comfortable working with multiple stakeholders to resolve and issue
• Expertise with developing and maintaining complex processes.
• Passion for learning and growing analytical and process improvement skillset
• Flexibility in being able to quickly pivot between tasks when necessary

Responsibilities

• Be part of a dynamic and growing team that will help you level up your skills.
• Drive resolution of complex internal issues by expertly managing and resolving SFDC cases.
• Establish and maintain comprehensive documentation of all team processes to ensure rigorous standardization and consistency in handling.
• Work with business partners to identify key process issues, how to improve them, and establish perpetual tracking methods.

Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents
• Carrot: Fertility healthcare and family forming benefits
• Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees