Client Services Coordinator
6 months ago
**Who we are**:
For over 20 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations.
Though we offer competitive compensation and benefits and all the other perks one would expect from an established company, we are not your typical technology company. Global Relay is a career-building company. A place for big ideas. New challenges. Groundbreaking innovation. It's a place where you can genuinely make an impact - and be recognized for it.
**Your Role**:
The Data Services team provides audit, eDiscovery, and data migration support to our global customer base. The team is a specialized professional services department that delivers service and industry expertise on audit, legal eDiscovery, and data management related inquiries.
As the Data Services Client Coordinator, you will provide world class customer service in being the first point of contact for our clients in supporting their data management requests. You will be responsible for providing all relevant, pertinent and timely information to clients and be well versed in our business processes and operations of our fast-paced organization, to ensure accurate capture of information to accommodate the quick and accurate execution of requests by the Data Services Specialist and/or Data Services Systems Team. The Data Services Client Coordinator will be focused on the day-to-day management of all customer-facing requests for Data Services and will be the liaison for our clients with other Data Service's teams as well as other Global Relay departments. These request types include imports, exports, migrations, legal holds, retention terms configurations, deletions and terminations, and other ad hoc enquiries.
**Your Job**
- Perform Customer Relationship Management (CRM) data entry, reporting, records maintenance, and customer request tracking and processing
- Salesforce case management, contact detail updates, and data entry
- Create & update spreadsheets, documents, and templates
- Research and document related information on an ad hoc basis
- Organize, coordinate, analyze, and validate reports on an on-going basis
- Contribute to effective communication within the department and the organization
- Support training of new hires on the Data Services team
- Complete Data Services requests as outlined on the wiki
- Complete data investigation and project coordination in collaboration with the Client Services Coordinator as needed
- Review and verify logs for Data Services requests
**Technical**:
- Processing all customer data requests such as Data Exports, Data Import, and Data Migrations.
- Cataloguing, formatting, and encrypting hard drives as needed
- Encrypting and testing files as needed
- Inventory tracking (receipt, storage, destruction)
- Transferring and receiving files using FTP clients or Cerberus
**Management Support**:
- Provide the Data Services Team Leads with recommendations for policy and procedural changes
- Assist with cross-company issues and trouble-shooting
- Support Management with completion of ah-hoc tasks and projects
**Administrative**:
- Workstation management (software update reminders, licenses, etc.)
**Case Management**:
- Archive 9/Archive 10 Data Export requests
- Archive 9/Archive 10 Retention, Deletion, Customer Reporting and Legal Hold requests
- Archive 9/Archive 10 Data Import and Migration requests
- Customer Termination requests (Export and/or Deletion)
- Lead customer calls relating to all Data Services requests
**Project Management**:
- Liaise with internal teams and stakeholders on operational issues
- Provide basic Project Management in support of larger/more complex requests
**Leadership, Coaching & Mentoring**:
Train and mentor new hires; review new hire's customer communication drafts
**About You**:
- Post-secondary education; undergraduate degree preferred
- Minimum 1 year of experience in a dynamic office environment
- Previous customer service experience
- Ability to write and speak English fluently, with strong editing skills
- Previous legal, technical, and/or business communication required
- Experience in Microsoft Office, specifically Excel and Outlook
- Technical/desktop trouble-shooting skills and computer proficiency
- Previous administration experience with the ability to manage multiple projects simultaneously
**Working conditions**:
- Able and willing to work with challenging customers
- Prepared to work evening / weekend shifts on rotation as needed
- Prepared to work statutory holidays as needed
**What you can expect**:
At Global Relay, there's no ceiling to what you can achieve. It's the land of opportunity for the energetic, the intelligent, the driven. You'
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