290 – Customer Service
Director of Business Development & National Accounts
Job Summary
The Customer Service Manager is responsible for the day-to-day leadership and performance of the Customer Service team. This position oversees a team responsible for supporting customers through phone calls, emails, and ticketing systems while ensuring timely, accurate, and professional resolution of customer needs.
Description
JOB DESCRIPTION
JOB TITLE: Customer Service Manager
DEPARTMENT: 290 – Customer Service
REPORTS TO: Director of Business Development & National Accounts
Job Summary
The Customer Service Manager is responsible for the day-to-day leadership and performance of the Customer Service team. This position oversees a team responsible for supporting customers through phone calls, emails, and ticketing systems while ensuring timely, accurate, and professional resolution of customer needs.
Leadership & People Management
- Lead, coach, and develop the Customer Service team to meet department and company goals.
- Set and communicate expectations regarding productivity, quality, customer service, professionalism, and accountability.
- Monitor employee performance and provide regular coaching, feedback, and guidance.
- Assist with employee training, onboarding, development, and performance management.
- Support scheduling, staffing, and daily workforce needs based on customer demand, volume, and business priorities.
- Foster a positive, collaborative, accountable, and customer-focused team environment.
- Serve as a resource for employees regarding customer service processes, procedures, and escalations.
Customer Service Operations & Workflow Management
- Oversee daily Customer Service workflows to ensure customer inquiries and requests are handled accurately and within established service expectations.
- Manage and prioritize incoming customer communications through phone, email, and ticketing systems, working closely with National Accounts as required by specific triggers.
- Monitor ticket queues and workloads to ensure timely responses and appropriate assignment of customer requests.
- Identify workflow issues, bottlenecks, and recurring customer concerns and implement solutions, escalating to the Director of Business Development & National Accounts where cross-departmental change is required.
- Ensure team members follow established processes, procedures, and service standards.
- Monitor and manage escalated customer issues, ensuring appropriate follow-up and resolution.
- Partner with Sales, Operations, IT/Product, Finance, and other departments to resolve customer issues and prevent recurring problems.
Customer Escalations - Concerns / Complaints
- Serve as an escalation point for complex, sensitive, or high-impact customer concerns, especially those identified as complaints.
- Respond to all customer escalations in a professional, timely, and solutions-oriented manner.
- Route customer complaints to the appropriate defined path within Quality and other departments as needed, maintaining complaint handling records, route causes, and resolution.
- Investigate all other customer concerns and coordinate with appropriate departments to determine root causes and resolution.
- Track recurring escalations and identify / implement opportunities for process or training improvements.
- Communicate significant customer issues and trends to the Director of Business Development & National Accounts.
Documentation, SOPs & Work Instructions
- Drive the development, maintenance, and implementation of Customer Service documentation.
- Create, update, and maintain Standard Operating Procedures (SOPs), Work Instructions (WIs), workflows, and other department documentation.
- Ensure processes are clearly documented and communicated to Customer Service employees.
- Identify gaps in documentation and recommend updates based on operational changes, customer feedback, and recurring issues.
- Assist with maintaining knowledge resources used by the Customer Service team.
- Support the implementation of new processes, procedures, and system changes.
Goals, KPIs & Performance Management
- Monitor daily, weekly, and monthly Customer Service goals and KPIs.
- Track metrics related to productivity, ticket volume, response times, resolution times, quality, customer satisfaction, and service levels.
- Review team performance and identify trends, risks, and opportunities for improvement.
- Provide performance updates and reporting to the Director of Business Development & National Accounts.
- Use data and reporting to make informed decisions regarding staffing, workflow, coaching, and process improvements.
- Hold employees accountable for meeting established performance expectations.
- Assist in establishing and communicating department goals and performance expectations.
Process Improvement & Systems
- Identify opportunities to improve Customer Service efficiency, quality, and scalability.
- Assist with implementing process improvements and workflow changes.
- Utilize CRM, ticketing, and workflow management systems to monitor performance and customer activity.
- Support the use of systems such as Atlassian JIRA and Confluence or comparable platforms.
- Partner with the Director of Business Development & National Accounts and cross-functional teams on system enhancements and process improvements.
- Identify opportunities for automation and improved workflow management.
Requirements
QUALIFICATIONS:
- Minimum of 4 years of proven experience in Customer Service, Customer Service Management, Customer Service Supervision, or a similar leadership role.
- Demonstrated experience leading, coaching, and developing Customer Service employees.
- Proven ability to manage team performance and achieve established goals and KPIs.
- Strong knowledge of customer service operations, including phone, email, ticketing systems, queue management, workflows, and escalation processes.
- Experience managing customer escalations and resolving complex customer concerns.
- Demonstrated ability to develop and maintain SOPs, Work Instructions, workflows, and other operational documentation.
- Strong analytical and problem-solving skills with the ability to use data to identify trends and improve performance.
- Strong written and verbal communication skills.
- Professional and composed when handling escalated or difficult customer situations.
- Strong organizational skills and attention to detail with the ability to manage multiple priorities.
- Proficiency in Microsoft 365, including Outlook, Teams, Word, Excel, and PowerPoint.
- Experience with JIRA, Confluence, CRM, ticketing, or comparable workflow management systems preferred.
- Ability to work collaboratively with Sales, Operations, IT/Product, Finance, and other departments.
- Ability to work effectively in a fast-paced environment with changing priorities.
- Strong judgment, accountability, and follow-through.
- Ability to maintain confidential information appropriately.
- Must be willing and able to work onsite at the Company's designated work location.
- Successful completion of a company-required job related, work-style assessment as part of the selection process.
- Bachelor's degree in Business, Communications, Management, or a related field preferred.
Physical Requirements
- Requires light physical activity performing non-strenuous daily activities of an administrative nature (i.e., sustained phone, headset, and keyboard use) as well as periods of prolonged sitting.
Relationships
- In performing the above responsibilities, the Customer Service Manager maintains the following relationships:
- The incumbent is accountable to the Director of Business Development & National Accounts, fulfilling the above responsibilities and others, which may be assigned.
- As a service organization with a commitment to quality, it is the responsibility of each employee to maintain accurate and professional demeanor with colleagues and customers.