• Assisting with client inquiries and support • Coordinating schedules and reservations • Managing basic data entry and organization • Providing a smooth and positive customer experience • Communicating with clients via phone, text, or email

We are seeking a reliable and detail-oriented Remote Booking Specialist to support clients by coordinating reservations, organizing travel details, and ensuring all booking information is accurate and confirmed. This fully remote position is ideal for someone who enjoys working with people, managing details, and providing dependable support throughout the booking process. In this role, you will communicate with clients to gather necessary information, assist with coordinating reservations, and review booking details to ensure everything is accurate and properly documented. You will also provide timely updates, track any changes or requests, and maintain organized records using internal systems and online tools. Your ability to stay organized and attentive to detail will help ensure a smooth and positive experience for clients from start to finish. The ideal candidate is proactive, organized, and comfortable working independently while maintaining strong communication with clients and team members. Key Responsibilities - Assist with coordinating reservations and confirming booking details - Communicate with clients to gather information and provide updates - Review reservations for accuracy and completeness - Track changes and follow up on requests as needed - Maintain organized records within internal systems Qualifications - Strong communication and organizational skills - Detail-oriented with strong follow-through - Comfortable using digital tools and online systems - Ability to work independently in a remote environment - Customer service, administrative, or scheduling experience is helpful but not required Additional Details - 100% remote position - Training and ongoing support provided - Supportive team environment with opportunities to develop new skills Applicants must be citizens of the US, UK, Australia, Spain, Mexico, or LATAM regions.

• Own the CX strategy for individual investors and senior B2B clients alike. • Partner with our Support Manager in the Philippines to introduce AI-driven automation, optimise workflows, and shift the team toward high-value interactions. • Lay the foundations for a scalable B2B Customer Success capability, focusing on retention, engagement, and value realisation. • Design structured 7, 30, 60, and 90-day onboarding journeys that turn new sign-ups into power users. • Own the support experience across chat and email, driving metrics like CSAT and resolution speed. • Implement modern tech solutions, including AI-driven deflection and help centre optimisation, to reduce manual work. • Provide strategic direction to our offshore team, identifying coaching and quality improvement opportunities. • Develop frameworks and strategies for churn reduction, retention, and B2B revenue growth. • Build direct relationships with key B2B stakeholders to ensure they are realising maximum value from our platform. • Act as the "Voice of the Customer" internally, collaborating with Product, Engineering, and Marketing to remove friction points. • Use data and dashboards to track customer health and inform product development. • Work closely with Product and Marketing to ensure customers clearly understand and realise the value of the platform. • Own the customer tech stack and ensure tools are effectively utilised. • Identify opportunities to better leverage existing systems and introduce new technologies where needed. • Develop dashboards and reporting to track customer health, retention, and support performance. • Use data to inform decisions and continuously optimise the customer experience.

• Allocate the majority of your time to managing the Zendesk ticket queue. • Respond to customer and internal workforce team inquiries promptly and professionally. • Address a wide range of customer inquiries, from simple to complex, via email and chat. • Handle designated phone shifts to assist customers directly. • Provide expert-level assistance and resolve customer concerns with a focus on clear communication and product expertise. • Stay updated on product enhancements, new feature rollouts, and troubleshooting procedures to support customers effectively. • Promote effective communication practices within the team to ensure consistent and accurate customer interactions. • Contribute to a supportive team environment that prioritizes customer satisfaction.