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Customer Support L2 Project
Invisible Technologies. Provide project requirements and guidelines to Customer Support Agents.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer support leadership, focusing on operational excellence and service quality while guiding teams in technical support and retirement plan offerings. Proficient in performance analysis and process improvement within a fast-paced environment.
Highest-signal resume keywords
Customer Support LeadershipTechnical Support ExperienceRetirement Plans KnowledgeZendesk ProficiencyProblem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer ServiceQuality AssurancePerformance AnalysisProcess ImprovementDocumentationEscalation ManagementSLA MonitoringTeam TrainingTechnical Case ManagementOperational Excellence
Soft Skills
LeadershipCommunicationInterpersonal SkillsOrganizational SkillsAttention to Detail
Tools & Technologies
ZendeskAircallCRM Systems
Industry Keywords
Contact CenterFinancial Services401kIRAProfit Sharing Plans
About the role
Key responsibilities & impact- Provide project requirements and guidelines to Customer Support Agents.
- Monitor daily operations for SLA adherence, quality standards, and productivity goals.
- Conduct quality reviews and feedback sessions.
- Review calls, emails, and chats for service quality and consistency.
- Identify process inefficiencies and advise stakeholders on improvements.
- Ensure accurate documentation and escalation of complex issues.
- Provide advanced-level support and handle agent escalations.
- Guide customers on retirement plan offerings, including 401k, IRA, and Profit Sharing Plans.
- Collaborate with client teams on high-priority or technical cases.
- Use Zendesk, Aircall, and internal CRM systems for case management and performance tracking.
- Generate and analyze team performance and customer satisfaction reports.
- Oversee Customer Support Agents and support operational excellence, service quality, and team training.
Requirements
What you’ll need- Proven experience in a lead role within a customer support or contact center environment.
- Strong background in customer service, ideally in technical support or financial services.
- Excellent leadership, communication, and interpersonal skills.
- Fluency in English with excellent verbal and written communication skills.
- Strong problem-solving and organizational skills in a fast-paced, remote environment.
- Familiarity with Zendesk, Aircall, or similar CRM/support platforms.
- High attention to detail and commitment to quality service delivery.
- Must pass a background check.
- Experience with retirement plans (401k, IRA, Profit Sharing Plans) preferred.
- Availability for 40–50 hours per week, 8am–8pm US-ET.