Customer Service Trainer / Customer Service Lead / Customer Service Manager

Diverse Lynx is a company focused on enhancing customer service experiences, and they are seeking a Customer Service Manager to assist customers with their tax preparation needs. The role involves providing excellent customer service, gathering information, and ensuring a seamless transition for clients using Intuit services.

Responsibilities:

• Help TurboTax customers who want us to prepare their taxes
• Answering key questions
• Gathering key information and documents
• Creating key notes for a seamless transition to the filing agent
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your knowledge in the field of customer service
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals
• Participate in pilot testing, projects, and experience validations, as needed

Requirements:

• Must be from Finance or banking domain
• Must have customer service experience
• Minimum of a High School Diploma or GED
• 1+ years of Customer Service experience