Customer Advocate
November 24
Description
• We need quality communicators who care about relationships to assist our already existing customers use our intuitive software marketing tools to help them succeed. This is NOT a sales role. • Hearsay Systems is the leading enterprise cloud company offering sophisticated client engagement products to companies within the financial services vertical. Our tools provide financial firms & advisors digital marketing tools with automated workflows and advanced AI that allow them to more easily develop and foster personalized relationships with their existing clients and prospects at scale. • Come join the team and help us modernize the advisor-client experience. We have built a Financial Advisor Outreach Team that is at the heart of driving the Advisor’s experience with our products. We truly enjoy helping make our customers successful and are looking for creative and resourceful people who share this goal. • About Hearsay Systems: Founded in 2009, Hearsay Systems is the global leader in digital client engagement for financial services, trusted by leading financial firms including BlackRock, Charles Schwab, and New York Life. Our platform empowers over 260,000 advisors and agents to compliantly scale personalized customer engagements across social media (Facebook, LinkedIn, X, Instagram), websites, text, and voice. • In August 2024, Yext (NYSE: YEXT) completed its acquisition of Hearsay Systems--combining its industry-leading digital presence management platform with Hearsay Systems’ compliant engagement solutions across social media, websites, text, and voice. Now, brands will be empowered to manage all digital channels and touchpoints throughout the customer journey—from one single platform. • With globally distributed teams in North America, Europe and Asia, we are a tight-knit, dedicated team that passionately believes in our products, people, and culture.
Requirements
• At least 1-2 years of relevant customer service/support experience • Excellent teammate with a positive attitude and a strong sense of self-direction • Proactive - are willing to pick up the phone and initiate conversations, ask questions and be an active listener • Unafraid to take action, even if it means you make mistakes periodically • Resourceful and creative • Clear communication • Strong handle of spoken and written English to communicate effectively and clearly • Persuasive - people trust you and are willing to act on your suggestions • A general interest in finance/personal investing (experience in financial services a plus) • Basic understanding of social media, texting and other channels of communication • Amenable to working between 9:00PM to 9:00AM Manila Time
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