Boldr

• Perform assessment of customer interactions (phone, email, chat). • Complete regular audits of team members against Boldr’s expectations, through documentation and data reporting. • Track, document, escalate, or resolve QA issues to meet internal and external expectations. • Identify opportunities and provide recommendations for continuous improvement initiatives by providing feedback to the development of the team based on their assessments. • Check compliance of each team member to processes established by the client and capture errors, le.including language such as grammar lapses, wordy phrases, spelling errors, data inaccuracy, etc. • Review data output against guidelines provided by the client and provide weekly summaries of the outcomes to the SBU leadership. • Maintain focus on data integrity and producing work of the highest quality. • Provide timely reports and data and trends analysis. • Assess the current QA framework and provide recommendations to ensure the QA process and results are realistic and correlate with other metrics like CSAT. • Build and create reporting outlines, QA Scorecard, QA Audit Forms, QA process guides, and templates. • Carry out the implementation or adoption of QA tools (e.g., SolidRoad, ScoreBuddy), ensuring proper setup and documentation. • Conduct program education classes as directed by Management. • Participate in calibration sessions to ensure that all teams are aligned with the set QA guidelines. • Join client-facing meetings when required to speak to QA standards and best practices.

Role Description As a Quality Assurance Specialist, you will be supporting various strategic business unit (SBU) teams and leadership to assess and ensure quality of work and client compliance are achieved. You will work to understand client expectations and complete daily audits of team members' work in reflection. Providing detailed documentation, reporting analytics, coaching feedback and best practices will ensure quality excellence we can be proud of! What Will You Do - Perform assessment of customer interactions (phone, email, chat). - Complete regular audits of team members against Boldr’s expectations, through documentation and data reporting. - Track, document, escalate, or resolve QA issues to meet internal and external expectations. - Identify opportunities and provide recommendations for continuous improvement initiatives by providing feedback to the development of the team based on their assessments. - Check compliance of each team member to processes established by the client and capture errors, including language such as grammar lapses, wordy phrases, spelling errors, data inaccuracy, etc. - Review data output against guidelines provided by the client and provide weekly summaries of the outcomes to the SBU leadership. - Maintain focus on data integrity and producing work of the highest quality. - Provide timely reports and data and trends analysis. - Assess the current QA framework and provide recommendations to ensure the QA process and results are realistic and correlate with other metrics like CSAT. - Build and create reporting outlines, QA Scorecard, QA Audit Forms, QA process guides, and templates. - Carry out the implementation or adoption of QA tools (e.g., SolidRoad, ScoreBuddy), ensuring proper setup and documentation. - Conduct program education classes as directed by Management. - Participate in calibration sessions to ensure that all teams are aligned with the set QA guidelines. - Join client-facing meetings when required to speak to QA standards and best practices. Qualifications - 3+ years of work experience as a QA. - Computer and technical skills; proficiency in Google Suite and other tools such as CRMs (i.e. Zendesk, Gorgias, Salesforce, etc.). - Proven ability to work in a fast-paced team setting. - Experience working in a high-volume support desk environment. - Attention to detail and a dedication to accuracy. - Ability to communicate escalations and technical concerns to Management. - 40-60 Words per minute typing speed. - Excellent reading comprehension, verbal, and written communication skills. - Aptitude to quickly learn and navigate new technology, systems, and applications. - Ability to accept feedback gracefully and with an open mind. - Ability to confidently relay feedback, guidance, and opportunities through coaching methods. - Excellent English language skills (written and verbal) and can speak to clients/stakeholders confidently. - Knowledgeable in doing Root Cause Analysis. - Intermediate knowledge of cloud-based applications (Google Drive, Google Sheets, Google Docs) and/or MS Office applications.

• Become an expert in all of the company’s products. • Respond to user support cases in a high volume environment. • Clearly and empathetically communicate with a wide range of user personas. • Prioritize critically and comfortably adapt to an ever-evolving product landscape. • Partner with engineers, teammates, and other internal stakeholders to diagnose and resolve user issues, both individually and at scale. • Provide suggestions for improving user satisfaction through support processes as well as to increase efficiency and drive down contact rates. • Provide technical support to customers via phone, email, and chat in accordance with agreed SLAs. • Diagnose, address, and resolve technical issues efficiently and accurately. • Escalate complex issues to higher-level support following established processes. • Perform investigation and problem tracking to ensure that issues are properly prioritized, documented, tracked, and resolved. • Participate in training sessions to enhance technical skills and product knowledge. • Share relevant customer insights and feedback with cross-functional teams to support continuous service improvement. • Maintain productivity, quality, and customer satisfaction metrics.

Role Description As a Senior Technical Support Advocate, you will become an expert in all of the company’s products and provide hands-on technical troubleshooting, feature explanation, and best practice guidance in a fast-paced, high-volume environment. - Work closely with teammates, engineers, and other internal stakeholders to ensure accurate diagnosis and timely resolution of user issues. - Maintain professionalism, composure, and a strong focus on customer satisfaction. Qualifications - 2+ years of experience with high volume product support, preferably in a second tier or escalated support team. - Demonstrated ability to thrive in fast-paced, reactive situations. - Strong user empathy and understanding of the lifecycle of a support case. - Crisp but kind written communication skills and deep attention to detail. - Experience supporting SaaS products. - General knowledge of how web-based and mobile applications work. - Proficiency in CRM software and customer service platforms. - Strong knowledge of cloud-based applications (Google Drive, Google Sheets, Google Docs) and MS Office applications. - Ability to quickly learn and navigate new technology, systems, and applications. - Experience contributing to the foundations of a support team and sharing process improvement ideas. Requirements - Become an expert in all of the company’s products. - Respond to user support cases in a high volume environment. - Clearly and empathetically communicate with a wide range of user personas. - Prioritize critically and comfortably adapt to an ever-evolving product landscape. - Partner with engineers, teammates, and other internal stakeholders to diagnose and resolve user issues, both individually and at scale. - Provide suggestions for improving user satisfaction through support processes as well as to increase efficiency and drive down contact rates. - Provide technical support to customers via phone, email, and chat in accordance with agreed SLAs. - Diagnose, address, and resolve technical issues efficiently and accurately. - Escalate complex issues to higher-level support following established processes. - Perform investigation and problem tracking to ensure that issues are properly prioritized, documented, tracked, and resolved. - Participate in training sessions to enhance technical skills and product knowledge. - Share relevant customer insights and feedback with cross-functional teams to support continuous service improvement. - Maintain productivity, quality, and customer satisfaction metrics. Benefits - Salary range: CAD 3,358.33 - 4,200.00

Role Description We’re looking for a self-starter, hard-working, and dedicated team member to jump in and be a key part of our Client Experience team. In this role, you are responsible for maintaining and nurturing Boldr’s Client relationships as well as developing and empowering Boldr’s Team Captains to be successful in their role. You will act as a business owner taking full accountability for the success of your Client and teams, ensuring they are fully equipped to meet our commitments to our Clients and doing so with the highest level of quality. You will help foster a healthy working environment for our team members by working with other functions and internal stakeholders (such as People Experience and Operations). You will represent Boldr to our Clients and act as our internal Client across various departments. You will need to be laser-focused on our operational performance and comfortable with the management of global teams on a daily basis. You will be responsible for: - Day-to-day Client communication - Performance reporting - Training - Escalation management Having an eye for details will be important as you’ll be maintaining all Client Success tools and procedures. Qualifications - Bachelor's/College Degree of any related field you’re passionate about! - 2+ years in a Client facing role. - 2+ years knowledge of BPO, Staffing, Tech, or other Business Service Industries. - 2+ years of people management experience. Requirements - Curious and authentic, just like us! #beboldr - An analytical and critical thinker, with an eye for even the most minute of details. - Passionate about client satisfaction. - Manipulate Excel or Google Sheets, and Google Slides to be helpful with the reporting work you’ll be responsible for. - Focus on listening and understanding what other people are saying, ask questions as appropriate, and not interrupt at inappropriate times. - Maintain an open dialogue with the organization's external and internal Client partners in both positive and negative situations. - Read, research, and draft letters, emails, and documents. - Identify complex problems and review related information to develop and evaluate options and implement solutions. - Speaking in a public setting and delivering presentations to individuals and groups. - Cope effectively with losses or rejections by moving on to other challenges and learning from past experiences. Benefits - Salary Range: CAD 6880.00- 8600.00

• Overseeing bookkeeping and accounting work associated with the company books. • Performing general bookkeeping duties, such as updating posts in the accounting software. • Reconciling accounts regularly. • Recording all cash receipts. • Distributing customer invoices to ensure that receivables are collected and payables are paid promptly. • Functioning as part of the company’s finance team. • Maintaining an organized and streamlined accounting system. • Providing additional support to management during audits or other busy times. • Ensuring effective and efficient support to operations by facilitating queries in our help desk system • Arranging payments to vendors and employees • Preparing, maintaining, and organizing check and petty cash vouchers • Sending proof of payment to vendors • Interacting with vendors to resolve outstanding issues • Recording and tracking payments in databases and accounting software • Performing account reconciliations in a timely and accurate manner • Reconciling A/P to the G/L • Performing weekly and monthly accounts payable report • Maintaining bookkeeping databases and spreadsheets, updating information as needed • Analyzing financial data and ensuring compliance • Continuous evaluation of current policies and recommendations for process improvements • Providing support for internal and external audits • Investigating and resolving any irregularities or inquiries • Assisting in general financial management and analysis • Filing and payment of monthly tax returns • Auditing of liquidation reports from various parties • Organizing and safekeeping all financial documents • Executing a variety of financial procedures, including month-end and year-end closings (Annualization), cash flow reports, monthly financial and management reports, tax returns, general ledger entries, petty cash handling, bank reconciliations • Performing other clerical and administrative duties as required.

Role Description As an Accounting Associate, your responsibilities and duties include overseeing bookkeeping and accounting work associated with the company books. You will perform general bookkeeping duties, such as: - Updating posts in the accounting software - Reconciling accounts regularly - Recording all cash receipts - Distributing customer invoices to ensure that receivables are collected and payables are paid promptly You will function as part of the company’s finance team. Your main priority is to maintain an organized and streamlined accounting system. You are also expected to provide additional support to management during audits or other busy times. Qualifications - Curious and authentic - An analytical and critical thinker, with an eye for even the most minute of details - Passionate about client satisfaction - Proactive and self-motivated - Strongly interested in learning new ideas, processes, and unique requirements - Amenable to work at night (Preferably 9 pm to 6 am) - Able to handle and prioritize multiple tasks and meet deadlines - Highly self-motivated - Able to maintain confidentiality and exercise extreme discretion - Honest and trustworthy - Able to adapt to change and learn quickly Requirements - At a minimum, an associate's degree in Accounting or a related field - Open for fresh graduates - Good interpersonal and communication skills as well as the ability to maintain professionalism under pressure - Proficiency in Excel - Strong attention to detail with a dedication to accuracy - Knowledge of GAAP and basic accounting principles - Good project management and organizational skills - Intermediate to advanced computer skills and proficiency with financial management software such as Xero or Quickbooks Company Description Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. We are a global team, united by our desire to connect diverse people with common values for boldr impact. - Employ just over a thousand team members across five countries - Aim to employ over 5,000 people by 2027, if not sooner

• Understand the products inside and out and articulate our value proposition clearly. • Conduct system demos to potential clients. • Own inbound customer conversations from initial inquiry through conversion, delivering fast, thoughtful, and high-quality responses via chat, email, SMS, and phone • Proactively follow up with leads using structured, multi-touch outreach to re-engage prospects and reduce drop-off • Identify and prioritize high-intent opportunities to focus effort where it drives the most conversion impact • Understand the product offering deeply and clearly articulate value propositions to prospective customers • Conduct guided conversations and product walkthroughs where applicable to support decision-making • Continuously surface insights from customer interactions, including common objections, friction points, and gaps in the experience • Support continuous improvement of messaging, scripts, and conversion workflows by sharing what is and isn’t working • Maintain accurate tracking of customer interactions using CRM and communication tools

Role Description As a Senior Customer Sales Advocate, you'll embody the determined spirit that characterizes our team. With unwavering confidence, you will proactively engage with prospective customers and guide them through their decision-making journey, working towards converting interest into confirmed customers. Your ability to communicate value clearly and handle multiple conversations with precision will directly contribute to conversion success. This role blends elements of sales, customer experience, and operational execution. You will manage inbound conversations, follow up with prospects in a structured way, and help ensure a smooth and responsive experience throughout the acquisition journey. Qualifications - Curious and authentic, just like us! #beboldr - An analytical and critical thinker, with an eye for even the most minute of details - Passionate about client satisfaction Requirements - 1–3 years of experience in a customer-facing role such as sales, support, customer success, or operations - Strong written and verbal communication skills with the ability to clearly and persuasively communicate value - Comfort managing multiple conversations in a fast-paced, high-volume environment - Proactive follow-up habits with strong ownership and accountability - Ability to identify and prioritize high-intent opportunities - Familiarity with CRM or customer communication tools (e.g., Intercom or similar platforms) - Strong organizational skills and attention to detail - Ability to learn quickly and adapt in a structured but evolving environment Benefits - This role operates on a shift schedule covering a 7am–10pm ET operating window, Monday through Friday. - Flexibility may be required to support volume surges, PTO coverage, or business needs.

A LITTLE BIT ABOUT Boldr - Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. - We are a global team, united by our desire to connect diverse people with common values for boldr impact.  - We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner. LET’S START WITH OUR VALUES - Meaningful connections start with AUTHENTICITY - We do our best work by being CURIOUS - We grow by remaining DYNAMIC - Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE  - At the heart of great partnerships, we’ll always find EMPATHY WHAT IS YOUR ROLE  As a Data and Support Specialist, you will play a critical role in managing, analyzing, and ensuring the quality of client-facing data deliverables. You will be responsible for collecting, cleaning, transforming, and integrating data from multiple sources while maintaining data pipelines and workflows. You will also conduct data quality assurance, error analysis, and reporting to provide clients with accurate and meaningful insights. This role is ideal for someone who is highly detail-oriented, organized, and passionate about solving problems with data while balancing operational execution and client support. WHY WE WANT YOU  We are currently looking for impact-driven individuals who are passionate in helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic. WHAT WILL YOU DO Data Management - Collect, organize, and maintain data from various sources. - Ensure data accuracy and integrity by conducting regular data audits and validation. - Develop and implement data management policies and procedures. Data Integration - Integrate data from multiple sources and ensure seamless data flow between systems. - Develop and maintain data pipelines and workflows. - Ensure integration projects are completed on time and accurately. Data Analysis - Analyze complex data sets to identify trends, patterns, and insights. - Create reports and visualizations to communicate findings to stakeholders. Data Quality - Implement data quality measures and ensure adherence to data standards. - Identify and resolve data discrepancies and inconsistencies.