Equus Workforce Solutions
Education
CustomerServiceLead
Neural analysis suggests this role is
optimal for entry candidates.
“Customer Service Lead at Equus Workforce Solutions. Skills: Customer service, Client follow-up, Database management. Respond to business phones. Direct callers to staff”
What You'll Achieve.
Manage client information with 95% accuracy; Route and close out cases within 24 hours; Respond to voicemails within 24 hours
Industry & Context.
Good standing driver's license
What They're Looking For.
Must Have
High School diploma or GED, 1-2 years clerical experience, 1-2 years customer service experience, Proficient in Microsoft Windows, Proficient in Microsoft Office, Excellent grammar skills, Excellent spelling skills, Excellent typing skills, Ability to maintain confidentiality, Valid Driver's License, Proof of current automobile insurance
Nice to Have
Additional education preferred
What You'll Do.
Respond to business phones
Direct callers to staff
Respond to voicemail messages
Schedule client appointments
Reach out to no-show clients
Respond to virtual chat
Direct chat participants to resources
Follow up with clients via phone
Follow up with clients via text
Follow up with clients via email
Engage with referral database
Create referrals for partners
Manage client information in database
Maintain database with 95% accuracy
Route cases in database
Close out cases in database
Perform client outreach duties
Track customer engagement activities
Report on customer engagement activities
Assist with copying projects
Assist with scanning projects
Assemble informational materials
Assemble informational packets
Assist with general reports
Gather data via computer system
Gather data via printed reports
Assist in scheduling activities
Conduct customer outreach for engagement
Support management with scheduling
Manage unit calendars
How You'll Work.
Team & Collaboration
Fast-paced team environment; Performance driven environment
Communication Scope
Communicate professionally
Full Job Description
We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained workforce professionals deliver comprehensive workforce solutions at integrated career centers, sector-focused centers and community, and partner sites. • Responds to business phones including directing callers to appropriate staff, responding to voicemail messages left after hours within 24 hours of receipt, scheduling client appointments and reaching out clients who fail to report for appointments. • Respond to virtual chat directing chat participants to appropriate resources via referral or direct engagement • Client follow up via phone, text, email, etc. 72 hours following initial contact. • Engage with system-wide referral database, creating referrals for a diversity of internal and external partners. • Manage client information in a specialized database that includes follow-up appointment with 95% accuracy rate and route and close out cases in database within 24 hours. • May perform client outreach duties • Tracks and reports on customer engagement activities • Assist with copying, scanning projects as needed, sort and distribute materials as needed • Assemble informational materials or packets as requested • Assist with general reports, including data gathering via the computer system, printed reports or other available information • Duties may vary depending on programmatic areas of assignment • Assists in scheduling activities • Conducts additional customer outreach to ensure engagement throughout the service participation processes • Supports management with scheduling appointments and managing unit calendars • Other duties as assigned ## Qualifications • High School diploma or General Education Diploma and one to two years clerical and/or customer service experience in an office setting • Additional education preferred but not required • Proficient in Microsoft Windows and Office (Word,
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