Ultimate Staffing ยท 1 week ago
Outbound Customer Service Representative
Ultimate Staffing is seeking an Outbound Customer Service Representative. The role involves conducting outreach to customers, tracking submissions, and maintaining data hygiene while ensuring compliance with established guidelines.
Responsibilities
Conduct outbound outreach (email and phone) to eligible participants to:
Remind them of upcoming and active survey deadlines
Encourage survey initiation and completion
Reinforce the value and benefits of participation
Use approved outreach scripts and templates to ensure consistent and professional communication
Personalize outreach based on customer type, survey stage, and prior interactions (where guidance is provided)
Perform systematic follow-ups with:
Customers who have not started their submission
Customers with partially completed or stalled submissions
Track outreach attempts, responses, and outcomes in the designated tracking tool or CRM
Escalate high-risk or high-value accounts (e.g., key specialties, large groups) per defined criteria
Answer basic, non-technical questions related to:
Survey timelines and deadlines
Submission process and next steps
Where to find help resources or documentation
Route technical, data, or product-related questions to the appropriate internal teams (Data Ops, Product, Support) using defined escalation paths
Coordinate closely with internal stakeholders to ensure timely resolution and follow-up with customers
Maintain accurate records of:
Outreach status
Customer responses
Submission progress indicators
Provide daily or weekly status summaries including:
Number of contacts made
Follow-ups completed
Conversions to started or completed submissions
Key blockers or recurring customer concerns
Follow established data privacy, compliance, and communication guidelines
Ensure customer interactions align with brand tone and customer-centric principles
Identify common friction points in outreach or submission and share feedback with the core team
Qualification
Required
Conduct outbound outreach (email and phone) to eligible participants to remind them of upcoming and active survey deadlines
Encourage survey initiation and completion
Reinforce the value and benefits of participation
Use approved outreach scripts and templates to ensure consistent and professional communication
Personalize outreach based on customer type, survey stage, and prior interactions (where guidance is provided)
Perform systematic follow-ups with customers who have not started their submission
Perform systematic follow-ups with customers with partially completed or stalled submissions
Track outreach attempts, responses, and outcomes in the designated tracking tool or CRM
Escalate high-risk or high-value accounts (e.g., key specialties, large groups) per defined criteria
Answer basic, non-technical questions related to survey timelines and deadlines
Answer basic, non-technical questions related to submission process and next steps
Answer basic, non-technical questions related to where to find help resources or documentation
Route technical, data, or product-related questions to the appropriate internal teams (Data Ops, Product, Support) using defined escalation paths
Coordinate closely with internal stakeholders to ensure timely resolution and follow-up with customers
Maintain accurate records of outreach status
Maintain accurate records of customer responses
Maintain accurate records of submission progress indicators
Provide daily or weekly status summaries including number of contacts made
Provide daily or weekly status summaries including follow-ups completed
Provide daily or weekly status summaries including conversions to started or completed submissions
Provide daily or weekly status summaries including key blockers or recurring customer concerns
Follow established data privacy, compliance, and communication guidelines
Ensure customer interactions align with brand tone and customer-centric principles
Identify common friction points in outreach or submission and share feedback with the core team