Success Agent Job Description
Success agent
provides thorough troubleshooting of complex client issues involving imports, exports, media tagging, the Krux platform, and data partners.
Success Agent Duties & Responsibilities
To write an effective success agent job description, begin by listing detailed duties, responsibilities and expectations. We have included success agent job description templates that you can modify and use.
Sample responsibilities for this position include:
Be passionate about content generation and customer engagement
Strategize and develop effective training modules, materials, and schedules including presentations, reference pieces, tests, and laboratory exercises while considering costs and budget work change environment
Deliver materials and training modules to CAMG agents in multiple forums including individual training, group instruction, lectures, demonstrations, and workshops
Conduct assessments before and after training to measure information retention, application and to uncover potential follow-up training needs
Strategize with subject matter experts to ensure that learning solutions are enabling end users to successfully understand new concepts, processes or product
Collaborate closely with the Quality Control team to create trainings focused on departments biggest needs for quality and throughput
Determine best practices for communicating new or changes to processes and products
Own content development for all CAMG positions including agents and leadership
Confer with management to determine training objectives
Review and analyze documents such as technical data, business requirement documents, operating procedures and procedure manuals, and determine and improve training needs
Success Agent Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Success Agent
List any licenses or certifications required by the position: DEV, PD1
Education for Success Agent
Typically a job would require a certain level of education.
Employers hiring for the success agent job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Computer Science, Technical, Computer, Business/Information Systems, Management, Computing, Engineering, Business, Graduate, Information Systems
Skills for Success Agent
Desired skills for success agent include:
Browser compatibility issues
XML
Preferably experience using server-to-server web services
Internet development technologies
WSDL interpretation
Consumption
Generation
Protocols and troubleshooting
SQL
Database tools
Desired experience for success agent includes:
Be leaders in the group, both on execution and in knowledge sharing - this might involve technically leading a scrum team
Respond to customer requests that have been directly raised by customers/partners or escalated from Tier 1 support analysts
Bachelor/Master Degree preferably in Computer Science
An entrepreneur
Current Master's or Undergraduate student graduating in Spring 2017 pursuing a degree in computer science or computer/business information systems
Receiving a Bachelor's degree in Spring 2017
Success Agent Examples
1
Success Agent Job Description
Job Description Example
Our growing company is hiring for a success agent. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for success agent
- Show impactful results from performing continuous assessment and improvements of the training program based on feedback analysis
- Conduct and participate in multiple training programs in person or virtually
- Develop trusted relationships with key clients, partners and colleagues
- Drive other projects as needed or as business needs change
- Monitor customer load tests and high-traffic events
- Produce performance reviews of customer solutions with actionable solutions
- Be fluent in English and Spanish, both verbal and written
- Understand banking industry, a plus
- Providing support to users of the Commerce Cloud platform
- Conduct needs analysis and strategize with subject matter experts to identify learning solutions, information retention, and to uncover potential follow-up training needs
Qualifications for success agent
- Language skills (Spanish, Portuguese, German or French) a plus
- Knowledgeable of HTML5 applications
- Flexible to work in weekday/weekend shift as well
- 1-3 years of experience in the training field or a related area
- Able to work in a fast paced, ever changing environment, such as a start-up or transitional operation
- Ability to respond quickly, yet purposely to urgent matters
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Success Agent Job Description
Job Description Example
Our innovative and growing company is hiring for a success agent. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for success agent
- Review and analyze training results, technical data, business requirement documents, operating procedures, and show impactful results from performing continuous assessment and improvements of the training program based on feedback analysis
- Ability to forge relationships virtually and successfully work with teammates located in other Headquarters
- Demonstrate and administer the ADDIE process of Adult Learning for new training initiatives
- Function as a senior level technical resource to troubleshoot and resolve high impact issues on the Retail.net application
- Be at the forefront of our support team serving as the primary contact for our customers
- Have a friendly, outgoing and empathetic demeanor towards our customers
- Provide customer support via digital and phone channels, assisting customers with accounts, general inquiries, technical issues, and complaints
- Partner in managing our social media channels
- Be the voice of our customers
- Improve customer's banking experience by ensuring prompt response and follow through on all issues through resolution
Qualifications for success agent
- Flexible to work in EMEA/APAC time as well
- Ability to learn and use web online learning tools to create and administer training
- Excellent verbal, written and presentation skills required with the proven ability to successfully deliver and communicate complex technical training in non-technical language
- Proven time management and organizational skills including strong ability to multitask
- Event Planning abilities
- Creativity and imagination to bring fresh ideas to the design of robust, engaging and effective training courses
3
Success Agent Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of success agent. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for success agent
- Facilitate cross-functional business process risk assessments, consistent with risk assessment framework established by Azlo Risk Management
- Assist leadership in developing operational controls to mitigate risk, as needed
- Occasionally perform risk monitoring activities and communicate findings and recommendations for corrective action to leadership
- Build trust with our customers by adhering to regulatory, risk management, and legal obligations that come with operating in the banking industry
- Think outside the box, composing thoughtful, personalized responses for a variety of customer requests
- Learning, understanding, and communicating in the approved Checkout 51 tone/voice in all external communications with members
- As a team, responding to Member emails/tickets in our customer support portal (Zendesk) within 48 hours
- Maintaining a daily average of 125 tickets
- Reviewing matches against Tag Group to control matching accuracy on a daily bases and reporting issues to the Processing Manager
- Reviewing flagged Mechanical Turk submissions for signs of fraud and reporting issues to the Processing Manager
Qualifications for success agent
- Ability to conduct and participate in multiple training programs in person or virtually
- Previous Sales, Call Center, solar or Construction experience is a plus
- Previous experience working remotely is a plus
- Must be willing to go through a moderate federal background investigation
- Must be a US Citizen without any dual-citizenship
- Hours will include overnight and weekend shifts
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Success Agent Job Description
Job Description Example
Our company is growing rapidly and is hiring for a success agent. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for success agent
- Review the oldest receipt and keep it within reasonable levels (<48 hours)
- Providing feedback and guidance to the Processing Team based on Member input and receipt review
- Reviewing feature functionality for quality assurance, accuracy, and completeness from time to time
- Providing additional data processing tasks as necessary
- You will generate, upgrade and manage the portfolio of our existing small business base through outbound calling (no cold calling involved)
- You must adapt to situations that require a strong sales aptitude, follow-up on leads, use effective selling systems and techniques to help probe, present and close sales with existing customers
- You will work with customers to address current needs and solve issues related to their existing lease agreements
- You will overcome plausible objections by positioning program benefits, features and the company’s value proposition
- Offer an inclusive environment that encourages diverse prospective and ideas
- Receive and manage Motto Client Success Team (Motto CST) Zendesk tickets from Brokers, Loan Originators, and other support staff
Qualifications for success agent
- Currently pursuing a Bachelor's degree and will graduate Spring/Summer 2017
- We're looking for an individual who is highly motivated and understands the need to assist customers with a heightened sense of urgency
- Bachelor's degree in Computer Science (or equivalent degree and experience)
- DEV 401 and/or 501 certifications
- Fluent in Spanish and English in written and verbal communication
- 2 - 4 years minimum supporting a digital media business
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Success Agent Job Description
Job Description Example
Our company is hiring for a success agent. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for success agent
- Deliver support through individual phone conversations, emails, and webinars
- Document customer interactions and issue resolution details for reporting purposes
- Maintain foundational understanding of the mortgage brokerage industry including the life cycle of a loan, transaction types, transaction parties, disclosures, typical marketing activities, and
- Collaborate with talented specialists and industry experts in your market to provide best-in-class agent support
- Prepare and process new agent transfer paperwork and new agent orientation materials, and create, manage and maintain agent files using Google Drive
- Receive, sort and distribute incoming mail and packages
- Assist with other related clerical duties such as photocopying, faxing, filing and collating
- Take and retrieve messages for the sales managers you directly support
- Coordinate the schedules of each of the sales managers you support and schedule relevant meetings and travel arrangements
- Provide assistance to internal team members as needed
Qualifications for success agent
- Provide prompt and complete resolution to technical challenges and business issues that have been escalated either from Tier 2 agents or internal Management team
- Bachelor degree in a technical field preferred, equivalent technical experience considered
- Familiarity with Ad Servers (DFP, OpenX, OAS), DSPs (DBM, MediaMath, Turn), SSPs (AdX, Pubmatic, Criteo) and Third Party Data Providers (Acxiom, AdAdvisor, DataLogix, Exelate, LiveRamp)
- 2-4 years experience minimum delivering or supporting a digital media business
- Fluent in Spanish in written and verbal communication
- BA/BS Degree in CS, Network Engineering