Jobs · OTHR

Member Services Service Executive I

Velera · United States · 1 mo ago
RemoteRemoteOTHR$68k–$86k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate like EEO, legal, etc. Also remove navigation, cookie, etc. Must not include placeholder sections. We need to parse the posting. Key sections: - About the role: The Opportunity paragraph describing role responsibilities? Actually "The Opportunity" describes role. Could be "About the role". We'll put that. - Responsibilities: The "Day In The Life" bullet list (actually many sentences). Also earlier paragraphs about responsibilities. We'll combine. - Requirements: maybe the qualifications bullet list? Actually "Qualifications" section includes education and experience requirements. Also "Required in-depth knowledge..." etc. Might be part of responsibilities. But we need to separate. - Skills: maybe not explicitly listed; but we could infer from responsibilities: consultative approach, communication, etc. However we should not invent. If no explicit skills list, we should not create a Skills section. - Benefits: The "Great Work/Life Benefits!" list. - Pay: The "Pay Equity $67,700.00 - $86,300.00" line. - Schedule: maybe mention "Required to be available after hours, weekends and holidays". That's schedule info. Also maybe "Required to be available after hours, weekends and holidays". So we can include a Schedule section. We must not include placeholder like "commensurate with experience". Not present. We must not include duplicated lines. We must not include EEO etc. We must not include navigation. We must not include "Learn more about what it’s like to work at Velera." maybe part of About Velera but that's boilerplate? It's about culture; could be part of About the company but not required. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The "Learn more about what it’s like to work at Velera." is not EEO but maybe considered promotional; but it's not a section heading. It's just a sentence. Could keep as part of About Velera paragraph? However we have no section for About Velera; we have About the role. The "About Velera" paragraph is about company culture; could be considered part of About the role? Might be okay to keep as a paragraph under About the role? But it's not about the role; it's about company. The instruction: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can have About the role heading; we can include description of role and maybe also company culture? Might be okay. But we must not repeat job title. The posting title: "Member Services Service Executive I". Not to repeat. We need to preserve all substantive information. So we need to include details from the posting: responsibilities, qualifications, benefits, pay, schedule. Let's extract. From posting: **The Opportunity** paragraph: describes role responsibilities. Let's copy that text: "The Member Services Service Executive I is responsible for building and improving relationships with clients to ensure operational issues and questions are resolved in a timely manner. The Service Executive is responsible for managing and delivering timely responses and resolutions, which are essential to growing and enhancing relationships with our clients. The Service Executive is the point of contact for the Contact Center Services & Solutions product and LOB credit unions and clients, managing all programs and products specific to the contact center. The Service Executive must exceed all client expectations and must be intimate with respect to their unique set up, business goals, and strategy. The behavior and results of the Service Executive are vital. This includes leveraging a consultative approach to direct operational activities to ensure each client’s overall business objectives are achieved. This role requires expert knowledge, critical thinking and the ability to complete program analysis and successful implementations by collaborating with organizational support across Velera and external service partners. The Service Executive is an integral component of the sales cycle. As such, the Service Executive must collaborate with the Account Executive to ensure that contract renewals and upsell/cross-sell opportunities are optimally addressed. The Service Executive will achieve these goals by proactively recognizing client needs and concerns. The Service Executive is responsible for delivering exceptional service and cultivating relationships with key client personnel and executives. The Service Executive will achieve these goals by developing and executing service account plans, managing operational requests and projects to ensure timeliness, accuracy and quality. The Service Executive must help portray Velera as being easy to do business with as well as exceed their clients’ perception of VELERA value. The Service Executive must possess exceptional written and verbal customer contact skills and can manage a book of business comprised of diverse, sophisticated, complex clients. The Service Executive is responsible to make sound business decisions that may be outside of established parameters. The Service Executive must work under minimal supervision to drive an optimal client experience." That's a big block. Then "Day In The Life" list: many bullet-like sentences but not formatted as list. We'll convert to
  • . List items: - Responsible for supporting high-tier clients or other clients based on business need. - Proactively communicate the status and/or resolution to the client in written, verbal and/or visual form. - The Service Executive will be required to meet with clients at Velera campuses, client corporate offices and/or virtual meetings as necessary to build strong client relationships. - The Service Executive will be responsible for the unilateral creation of material necessary to support client meetings. - Complete process audits to identify and recommend improvement opportunities. - Maintain CRM records for all assigned clients to include meeting activity and relationship details. - Maintain extensive knowledge of operational applications and systems used by their assigned client. - Continued training on new products and services. - Required in-depth knowledge and the ability to be proactive, consultative and advocate on behalf of the client. - Identify strategic operational opportunities that ensure client business objectives are met and performance metrics of payment portfolios are maximized. - Establish, solidify and own strong operational account relationships that result in excellent client satisfaction scores as reflected in periodic surveys; act as primary consultant for client for operational initiatives and issue resolutions. - Develop and implement action plan for improvement until issues resolved. - Maintain a thorough understanding of complex regulations, and compliance requirements and how each relates to assigned client. Interpret policies and operational practices. - Maintain extensive understanding of contractual Service Level Agreements (SLA) requirements and Key Performance Indicators (KPI) for all clients. - Function as the client’s operational relationship consultant and act as their advocate, exercising discretion and independent judgment in resolving complex operational and product issues. - Make sound business decisions that may be outside of established parameters by demonstrating an appropriate sense of urgency by continually monitoring and communicating the status and/or resolution to the client in written, verbal and/or visual form. - Consult and advise with various partners, all Velera business units and the client by providing ongoing communication between all parties to ensure timely resolution of the client’s operational needs. - Independently evaluate courses of action through extensive research and analysis on complex high-monetary risk product/service requests ensuring client’s objectives are met, preventing potential financial liability and preserving positive client relationship. - Deliver consultative guidance and operational direction on all various initiatives such as solution campaigns, product migration projects, global card portfolio modifications and communications on new and existing products, services, mergers, and account compromise events. - Establish and manage client expectations with regard to complex system functionality on multiple platforms, compliance and timeframes as well as keeping client apprised of significant operational system modifications or issues. - Actively review client operational landscape and determine, develop, and implement new and creative approaches to drive strategic initiatives. - Identify sales opportunities and partner with the Client Growth Executive in the execution of new products and services. Assist in securing up-sale/cross-sell opportunities. - Function as client’s primary point of contact for issue escalation with Velera and with all vendor partners. - Partner with Client Growth Executive in cultivating and preserving a positive account relationship. - Interact positively and professionally in all interactions with Velera staff, clients, and business constituents. - Maintain current knowledge of payment industry trends and innovation, Velera products and solutions, of card services, digital support, payments, the VELERA contact center and the industry related to Visa, MasterCard, FDR, Velera, partners and competitors. - In conjunction with assigned Client Growth Executive, serve as liaison for product implementations, program start-ups, and other matters of significance as necessary; maintain a close working relationship with internal departments to ensure smooth and open communications. - Support and interact with client CEO and Operational contacts. - Required to be available after hours, weekends and holidays to support client needs. - Prepare and deliver consistent business review presentations and lead client account plan review meetings based on client segmentation requirements. - Perform other duties as assigned. Then "Qualifications" section: "Bachelor’s Degree in related field or combination of education and relevant experience required. Five (5) years in a client relationship experience within the financial service or contact center industry required. Two (2) years of experience within Client Service Delivery at Velera or similar role within the industry servicing accounts or clients is required." Also earlier there is "Required in-depth knowledge and the ability to be proactive, consultative and advocate on behalf of the client." but that's in responsibilities. Also "About Velera" paragraph: inclusion etc. Might be considered boilerplate? It's about culture, not EEO. Might be okay to keep as part of About the role? But we already have About the role heading; we could include that paragraph under About the role as additional context. However the instruction: "Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can have About the role heading and include description of role and maybe also company culture. But we must not repeat job title. It's fine. We also have "Pay Equity $67,700.00 - $86,300.00 Actual Pay will be adjusted based on experience and other job-related factors permitted by law." Benefits list: "Great Work/Life Benefits! Competitive wagesMedical with telemedicineDental and VisionBasic and Optional Life InsurancePaid Time Off (PTO)Maternity, Parental, Family CareCommunity Volunteer Time Off12 Paid HolidaysCompany Paid Disability Insurance401k (with employer match)Health Savings Accounts (HSA) with company provided contributionsFlexible Spending Accounts (FSA)Supplemental InsuranceMental Health and Well-being: Employee Assistance Program (EAP)Tuition ReimbursementWellness programBenefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions" We need to format as list. Schedule: "Required to be available after hours, weekends and holidays to support client needs." Also maybe "Required to be available after hours, weekends and holidays". That's schedule. We should not include any other boilerplate like EEO, E-Verify, etc. Now produce HTML. Structure:

    About the role

    ... (the Opportunity paragraph plus maybe About Velera paragraph? We'll include the Opportunity paragraph only; we could also include About Velera but that's not about role. Might be better to keep only Opportunity paragraph under About the role. The About Velera paragraph is about company culture; could be considered extra but not required. Might be safe to include as part of About the role? The instruction says "About the role" heading; we can put description of role. The About Velera paragraph is not about role but about company; could be omitted? It's substantive info about company; but not required. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we should preserve that paragraph too. Where to put? Could be its own section? Not in allowed headings list. Could we add a heading like "About Velera"? Not in list but maybe allowed? The list is examples; but they said "Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills,

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