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What does the client’s business do?
Our client’s company is a platform designed to streamline private capital transactions. It connects businesses seeking investment or strategic partnerships with a network of investors, including private equity firms, venture capitalists, and strategic buyers. The key services offered by our client's company include:
- Deal Sourcing: Helping companies find potential investors or buyers for capital raising or selling their business.
- Investor Networking: Providing a platform where businesses can connect with investors actively seeking opportunities.
- Market Insights: Offering tools and analytics to help businesses and investors understand market trends and make informed decisions.
- Transaction Management: Assisting in managing the transaction process from initial introductions through to closing.
Our client's company focuses on improving the efficiency and effectiveness of private capital transactions for middle-market companies.
What were the requirements?
The ideal candidate for this role needed to possess the following skills and qualities:
- Experience: 1-3 years in customer support, including direct interactions with customers via phone, email, and video conferencing (Zoom).
- Communication Skills: Excellent written and verbal communication in English, strong interpersonal skills, and a professional attitude.
- Technical Proficiency: Tech-savvy, detail-oriented, and familiar with Salesforce (preferred but not required).
- Organization: Highly responsive, organized, and flexible.
- Availability: Must be able to work East Coast hours (M-F, 8:30 am - 5:30 pm).
What were the responsibilities?
Tabatha and Isabella were responsible for delivering a variety of customer support tasks. Their main duties included:
- Help Requests: Handling 30+ connected calls a week, promptly responding to member inbound requests via email, and closing out cases in Salesforce.
- Email Campaigns: Launching campaigns to enhance platform usage among members.
- Deal Approvals & Submissions: Managing deal approvals and submissions, along with Salesforce administrative tasks.
- Proactive Member Outreach: Reaching out to members proactively to drive improved platform usage.
- Internal Meetings & Ad-hoc Tasks: Participating in regular internal meetings and taking ownership of ad-hoc member support tasks as they arise.
The majority of their time was spent interacting with members via phone and email and processing member requests in Salesforce, as well as assisting with platform-related inquiries.
What were the candidate’s background?
Tabatha, a young professional from Chile, and Isabella, from Buenos Aires, formed a strong customer service team. With nearly 3 years of experience in Customer Success and Account Management, Tabatha's early career allowed her to quickly adapt to daily tasks and onboard Isabella seamlessly. Isabella brought over 4 years of CRM and sales experience to the table. Both candidates had prior experience working remotely and in multilingual environments, which ensured a smooth and effective transition into the company.
How did they find their last candidate?
The company used South! We help US businesses find, hire, and pay top Latin American talent. Schedule a call and save up to 75% per month hiring with us. If you’re looking for marketing specialists, sales talent, customer support, virtual assistants, operations, project managers, creatives, development, accounting, and more we are here to help!
