Role Purpose
The purpose of the role is to provide effective technical supportto the process and actively resolve client issues directly or throughtimely escalation to meet process SLAs.
Do
- Support process by managing transactions as per requiredquality standards
- Fielding all incoming help requests from clients via telephoneand/or emails in a courteous manner
- Document all pertinent end user identification information,including name, department, contact information and nature of problem orissue
- Update own availability in the RAVE system to ensureproductivity of the process
- Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions
- Follow standard processes and procedures to resolve all clientqueries
- Resolve client queries as per the SLA’s defined in thecontract
- Access and maintain internal knowledge bases, resources andfrequently asked questions to aid in and provide effective problemresolution to clients
- Identify and learn appropriate product details to facilitatebetter client interaction and troubleshooting
- Document and analyze call logs to spot most occurring trends toprevent future problems
- Maintain and update self-help documents for customers to speedup resolution time
- Identify red flags and escalate serious client issues to Teamleader in cases of untimely resolution
- Ensure all product information and disclosures are given toclients before and after the call/email requests
- Avoids legal challenges by complying with service agreements
- Deliver excellent customer service through effectivediagnosis and troubleshooting of client queries
- Provide product support and resolution to clients by performinga question diagnosis while guiding users through step-by-step solutions
- Assist clients with navigating around product menus andfacilitate better understanding of product features
- Troubleshoot all client queries in a user-friendly, courteousand professional manner
- Maintain logs and records of all customer queries as per thestandard procedures and guidelines
- Accurately process and record all incoming call and email usingthe designated tracking software
- Offer alternative solutions to clients (where appropriate) withthe objective of retaining customers’ and clients’ business
- Organize ideas and effectively communicate oral messagesappropriate to listeners and situations
- Follow up and make scheduled call backs to customers to recordfeedback and ensure compliance to contract /SLAs
- Build capability to ensure operational excellence andmaintain superior customer service levels of the existing account/client
- Undertake product trainings to stay current with productfeatures, changes and updates
- Enroll in product specific and any other trainings per clientrequirements/recommendations
- Partner with team leaders to brainstorm and identify trainingthemes and learning issues to better serve the client
- Update job knowledge by participating in self learningopportunities and maintaining personal networks
Stakeholder Interaction
Stakeholder Type | Stakeholder Identification | Purpose of Interaction |
Internal | Team Leaders | Performance review |
HR | Hiring and employee engagement and retention |
Training Team | Capability development |
Technical Lead | Training, issue escalation/ resolution |
External | Client | Query Resolution |
Display
Lists the competencies required to perform this role effectively:
- Functional Competencies/ Skill
- Process Knowledge – Knowledge of assigned process, tools andsystems – Foundation to Competent
Competency Levels |
Foundation | Knowledgeable about the competency requirements. Demonstrates (inparts) frequently with minimal support and guidance. |
Competent | Consistently demonstrates the full range of the competency withoutguidance. Extends the competency to difficult and unknown situations aswell. |
Expert | Applies the competency in all situations and is serves as a guide toothers as well. |
Master | Coaches others and builds organizational capability in the competencyarea. Serves as a key resource for that competency and is recognizedwithin the entire organization. |
- Behavioral Competencies
- Collaborative working
- Problem solving and decision making
- Attention to Detail
- Execution Excellence
- Client (Internal) Centricity
- Effective Communication
Deliver
No. | Performance Parameter | Measure |
1. | Process | No. of cases resolved per day, compliance to process and qualitystandards, meeting process level SLAs, Pulse score, Customer feedback |
2. | Self- Management | Productivity, efficiency, absenteeism, Training Hours, No oftechnical training completed |