Customer Operations – Technical Specialist job vacancy


Overview: Customer Operations – Technical Specialist job vacancy in Birmingham recruiting now

Ref: 45e364aa-6715-47ee-af0d-ef1fa16e7b64
Employer: Tate
Location: Birmingham, United Kingdom
Employment Type: Permanent

Job Details:

My client is a thriving financial technologies solutions company based in Wythall,Birmingham. They are in urgent need for a client centric and flexible Customer Operations – Technical Specialist to support their extremely busy Customer Operations team. This is a temporary opportunity, to start ASAP for 3 months initially with view for extension and perm prospects and will be paying up to £12 – £15 per hour plus holiday pay.

You will be taking an active role in delivering a first class, professional customer service as well as managing aspects of my client’s implementations; from identifying and documenting customer requirements to configuring and training the software to ensure customer satisfaction is achieved.

You will also interact with their clients on-site, on-line and over the phone so you must have excellent communication skills, as well as be positive and energetic.


  1. Build strong customer relationships, escalating complex queries and complaints
  2. Answer and log queries from customers efficiently and effectively – prioritising and progressing tickets within the relevant timescales
  3. Maintain accurate records of customer interactions and data on CRM system
  4. Maintain remote access information/ support documentation and customer records on CRM
  5. Contribute to the creation and maintenance of internal and external facing collateral
  6. Work with Sales to provide an efficient and customer-first approach to onboarding both new customers as well as existing customers who are upgrading or modifying their services
  7. Supporting pre-sales activity in account acquisition and account management where necessary
  8. Deliver the configuration and implementation of all software and services provided by the business
  9. Project manage customer onboarding and implementations
  10. Deliver high quality training to their Customers
  11. Ensure completed installations and configurations are fully documented and available to the business
  12. Where required, provide assistance and resource across the wider Operations function (comprising Customer Service, Customer Delivery and IT & Compliance)
  13. There may be a requirement to visit customer sites to resolve issues or perform installations, therefore a willingness and ability to travel as and when required is essential

Ideal candidate:

  1. Experience in an IT setting is essential, an understanding and interest in software, would be a distinct advantage (full product specific training will be given)
  2. Good Microsoft Office skills, particularly Excel, Word, Outlook and Power Point
  3. Previous experience of face-to-face or telephone-based customer service is desired
  4. Previous work experience coupled with an IT based degree and/or MCP qualification would be an advantage
  5. Experience and understanding of the UK payments industry is desirable

This role is open to someone who has excellent communications skills, is empathetic and solutions orientated, logical and analytical, resilient with good attention to detail and positive with the ability to take ownership.

In return our client will offer a forward thinking, established and fun workplace which is rewarding and mentally stimulating.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.



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