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What does the client’s business do?
Our client's company is a platform designed to facilitate private capital transactions. It connects businesses seeking investment or strategic partnerships with a network of investors, including private equity firms, venture capitalists, and strategic buyers. Key services offered by our client's company include:
- Deal Sourcing: Helps companies find potential investors or buyers for capital raising or selling their business.
- Investor Networking: Provides a network where businesses can connect with investors who are actively seeking opportunities.
- Market Insights: Offers tools and analytics to help businesses and investors understand market trends and make informed decisions.
- Transaction Management: Assists in managing the transaction process from initial introduction through to closing.
Our client's company focuses on improving the efficiency and effectiveness of private capital transactions for middle-market companies.
What were the requirements?
Skills and Qualities required:
- Experience: 1-3 years in customer support, including direct interactions with customers via phone, email, and video conferencing (Zoom).
- Skills: Excellent written and verbal communication in English, strong interpersonal skills, and a professional attitude.
- Technical Proficiency: Tech-savvy, detail-oriented, and familiar with Salesforce (preferred but not required).
- Organization: Highly responsive, organized, and flexible.
- Availability: Must work East Coast hours (M-F, 8:30am - 5:30pm).
- Experience: 1-3 years in customer support, including direct interactions with customers via phone, email, and video conferencing (Zoom).
- Skills: Excellent written and verbal communication in English, strong interpersonal skills, and a professional attitude.
- Technical Proficiency: Tech-savvy, detail-oriented, and familiar with Salesforce (preferred but not required).
- Organization: Highly responsive, organized, and flexible.
- Availability: Must work East Coast hours (M-F, 8:30am - 5:30pm).
What were the responsibilities?
This role's tasks are related to customer support. Tabatha and Isabella started being responsible for:
Deliver on a number of customer support responsibilities, including but not limited to:
- Help requests via phone and email: 30+ connected calls a week; promptly responding to member inbound requests via email; closing out cases in Salesforce; launching email campaigns to improve our Member’s usage of the Axial platform
- Reporting common product and service complaints to the appropriate owners ○ Managing deal approvals and deal submissions
- Salesforce admin processing
- Proactive member outreach to drive improved platform usage
The bulk of your time will be spent interacting with members via phone and email as well as processing member requests in Salesforce, in the application, and via email.
The remainder of your time will be attending and participating in regular internal meetings and owning ad-hoc member support-related tasks as they arise.
What were the candidate’s background?
Tabatha, a young professional from Chile, and Isabella, from Buenos Aires, make a formidable team in customer service. With approximately 3 years of experience in Customer Success and Account Management, Tabatha's early start allowed her to acclimate to the daily tasks and onboard Isabella seamlessly. Isabella brings over 4 years of CRM and sales experience to the table. Both have previously worked remotely and in multilingual environments, ensuring their transition into the company was smooth and effective.
How did they find their last candidate?
The company used Jules! We help US businesses find, hire, and pay top Latin American talent. Schedule a call and save up to 75% per month hiring with us. If you’re looking for marketing specialists, sales talent, customer support, virtual assistants, operations, project managers, creatives, development, accounting, and more we are here to help!
