Customer Support Associate

Convera
Full_timeβ€’Santa Ana, United States

Based on the provided job listing, here's the enhanced job description following the specified format:

πŸ“ Job Overview

  • Job Title: Customer Care Specialist/Collections Agent
  • Company: Convera
  • Location: Costa Rica
  • Job Type: Hybrid (2 days in office)
  • Category: Customer Support & Success
  • Date Posted: 2025-06-18
  • Experience Level: Entry Level
  • Remote Status: On-site/Hybrid

πŸš€ Role Summary

  • Key Responsibilities:

    • Provide Best in Class Care to Convera customers from first contact through to resolution.
    • Drive a seamless customer experience that creates positive sentiment for Convera brand.
    • Develop in-depth knowledge of Convera's product offerings and provide informative support and tailored recommendations to customers.
    • Support the team and business goals by delivering Management Information, regulatory reporting, analytical reporting, and statistical summaries.
    • Participate in projects and assist with business improvements.
  • Key Qualifications:

    • A minimum of 1 year of related experience with a Bachelor’s degree or equivalent work experience (Finance, Banking, Accounting, etc.).
    • Strong communication skills, both written and oral, with the ability to clearly explain complex information to customers and internal stakeholders.
    • A passion for Best-in-Class Customer Care and a Customer Champion mindset.
    • Strong problem-solving and conflict resolution capabilities.
    • Ability to learn and adapt quickly to new technology and processes.
    • Excellent attention to detail and data analysis skills.
    • Proficiency in Microsoft applications (Outlook, Excel, Word, PowerPoint).

πŸ’» Primary Responsibilities

  • Customer Care and Support:

    • Handle inbound, outbound, and eService channels in a high-volume, fast-paced environment.
    • Quickly identify and solve problems of diverse scope on the spot and adapt existing approaches to resolve issues.
    • Evaluate processes, devise improvements, measure results, and iterate to drive continuous improvement and "Best in Class Customer Care."
  • Regulatory Compliance and Reporting:

    • Understand regulatory requirements and how Convera's policies and processes support customers and Convera's obligations.
    • Manage requests from external legal entities, global regulators, and global ADR bodies in connection with complaints.
    • Prepare and present Management Information, regulatory reporting, analytical reporting, and statistical summaries.
  • Project and Process Improvement:

    • Participate in projects and collaborate with business improvements.
    • Contribute to Convera's growth and success by driving first contact resolution and identifying barriers to excellent service.

πŸŽ“ Skills & Qualifications

Education: Bachelor's degree in Finance, Banking, Accounting, or a related field.

Experience: 1 year of related experience in customer-facing roles with direct responsibility for managing customers.

Required Skills:

  • Strong communication skills, both written and oral, with the ability to explain complex information to customers and internal stakeholders.
  • A passion for Best-in-Class Customer Care and a Customer Champion mindset.
  • Strong problem-solving and conflict resolution capabilities.
  • Ability to learn and adapt quickly to new technology and processes.
  • Excellent attention to detail and data analysis skills.
  • Proficiency in Microsoft applications (Outlook, Excel, Word, PowerPoint).

Preferred Skills:

  • Experience in data analysis tools.
  • Excellent attention to detail.
  • Experience with regulatory compliance and reporting.

πŸ“Š Web Portfolio & Project Requirements

  • Portfolio Essentials:

    • Specific customer care and support projects that demonstrate your ability to handle diverse customer inquiries and resolve complex issues.
    • Examples of process improvement initiatives and their impact on customer satisfaction and business outcomes.
  • Technical Documentation:

    • Documentation of technical processes, tools, and systems used in customer care and support, with a focus on regulatory compliance and data security.
    • Examples of data analysis and reporting, demonstrating your ability to interpret and present complex data insights.

πŸ’° Compensation & Benefits

  • Salary Range: Competitive salary based on experience and market standards for entry-level customer care and support roles in Costa Rica.

  • Benefits:

    • Market competitive salary.
    • Great career growth and development opportunities in a global organization.
    • A flexible approach to work with a hybrid schedule and 2 days in the office.
    • Generous insurance (health, disability, life).
    • Paid holidays, time-off, and leave policies for life events (maternity, paternity, adoption).
    • Paid volunteering opportunities (5 days per year).

🎯 Team & Company Context

  • Company Culture:

    • Industry: Financial Services
    • Company Size: Large (10,000+ employees)
    • Founded: 2019
    • Team Structure: Cross-functional collaboration between customer care, finance, and technology teams.
    • Development Methodology: Agile/Scrum methodologies and code review processes.
  • Company Website: Convera Website

πŸ“ˆ Career & Growth Analysis

  • Web Technology Career Level: Entry Level

  • Reporting Structure: Reports directly to the Customer Care Manager or Team Lead.

  • Technical Impact: Contributes to Convera's customer satisfaction and business growth through improved customer care processes and data-driven insights.

  • Growth Opportunities:

    • Short-term: Develop expertise in Convera's products, services, and regulatory requirements.
    • Long-term: Pursue leadership roles within the customer care team or explore opportunities in related fields such as compliance, data analysis, or project management.

🌐 Work Environment

  • Office Type: Hybrid (2 days in office)
  • Office Location(s): Costa Rica
  • Work Schedule: Monday to Friday, Morning shift - 9:00 a.m. to 6:00 p.m. or 8:00 a.m. to 5:00 p.m., depending on business needs.

πŸ“„ Application & Technical Interview Process

  • Interview Process:

    • Step 1: Technical preparation and coding/configuration assessment focusing on problem-solving, communication, and customer care skills.
    • Step 2: Customer care and support scenario-based interview, focusing on problem-solving, process improvement, and regulatory compliance.
    • Step 3: Final evaluation criteria and technical impact discussion.
  • Portfolio Review Tips:

    • Highlight specific customer care and support projects that demonstrate your ability to handle diverse customer inquiries and resolve complex issues.
    • Include examples of process improvement initiatives and their impact on customer satisfaction and business outcomes.
  • Technical Challenge Preparation:

    • Challenge 1: Typical customer care and support exercise focusing on problem-solving, communication, and process improvement.
    • Challenge 2: Data analysis and reporting exercise, focusing on interpreting and presenting complex data insights.
  • ATS Keywords: Customer Care, Collections, Communication Skills, Problem Solving, Conflict Resolution, Attention to Detail, Data Analysis, Microsoft Applications, Customer Experience, Process Improvement, Regulatory Compliance

πŸ“Œ Application Steps

To apply for this Customer Care Specialist/Collections Agent position:

  • Submit your application through the application link provided.
  • Prepare for the technical interview by reviewing the job description, practicing problem-solving scenarios, and brushing up on your data analysis skills.
  • Research Convera's products, services, and regulatory requirements to demonstrate your understanding of the role and company.
  • Prepare a portfolio showcasing your customer care and support projects, process improvement initiatives, and data analysis skills.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and Convera-specific context. All details should be verified directly with the hiring organization before making application decisions.

Application Requirements

A minimum of 1 year of related experience with a Bachelor's degree or equivalent work experience is required. Strong communication skills and a passion for customer care are essential.