Helpdesk / CSR

Work Setup: Full RTO (5x a week onsite)

Work Location: Makati/Ortigas

Work Schedule: Dayshift

KEY TASKS AND INITIATIVES:

Client Outreach

• Call targeted corporate clients.
• Explain the CMS migration and highlight the importance of activating their CMS accounts and using the New BOB platform.

Activation Guidance

• Help clients locate the official Welcome Email containing: Organization ID, Login ID and Temporary password
• Guide them through the login process on the New BOB interface.

Client Engagement

• Invite clients to:

• Attend activation webinars

• Watch CMS tutorial videos on YouTube

Support Scope

• Activation Assistance: Help clients resolve common login issues such as: Incorrect credentials (e.g., invalid characters)
• Copy-paste errors (extra spaces, wrong characters)
• Use of incorrect CMS login link

Call Monitoring & Documentation

• Maintain accurate and complete call logs.

• Record key details including:

  • Client feedback
  • Activation status
  • Any issues encountered and actions taken
  • Ensure logs are updated promptly and consistently for monitoring and reporting purposes.

QUALIFICATIONS:

• Skilled in handling sensitive corporate clients with care and discretion
• Strong verbal communication and customer service skills
• Detail-oriented and organized in managing call logs and client records
• Experienced in guiding clients for basic troubleshooting
• Comfortable using online platforms for client engagement
• Reliable in following escalation protocols and internal procedures