Connectly

Customer Assist Consultant (AU Finance, WFH)

Philippines

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Customer ServiceIndustries

Requirements

Candidates should possess at least two years of experience in a similar role, along with experience in customer service, preferably within the financial services industry. Strong written and verbal communication skills, attention to detail, and problem-solving abilities are essential, alongside collaboration skills and the capacity to work effectively within a team environment.

Responsibilities

The Customer Assist Consultant will handle and respond to customer inquiries via email and phone across multiple company brands, build and maintain positive customer relationships, guide customers through account management processes, address queries and resolve issues related to account changes, contract terms, and claims processing, oversee the ‘in-life’ cycle of customer accounts, comply with company policies and procedures, maintain accurate records of customer interactions, work closely with internal teams to manage queries and ensure timely responses, escalate complex queries as needed, coordinate account setups and closures, provide feedback for team improvement, develop and maintain Knowledge Hub content, and participate in company events.

Skills

Written communication
Verbal communication
Attention to detail
Problem-solving
Collaboration
Teamwork

Connectly

AI-powered marketing automation for e-commerce

About Connectly

Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.

Key Metrics

San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Company Equity

Risks

Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.
Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.
Rapid AI advancements require Connectly to continuously innovate to stay competitive.

Differentiation

Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.
The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.
Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.

Upsides

Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.
The platform's AI-driven personalization boosts conversion rates and customer satisfaction.
Connectly.ai's multilingual support enhances global customer engagement and market reach.

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