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Collectiv is seeking a dynamic, results-driven Business Development Executive with a growth mindset and a hunter mentality to drive new business in a complex consulting environment. This role requires a proven track record in selling Microsoft Data & AI solutions, including Microsoft Fabric, Power BI, Azure, Databricks, Copilot, and AI-driven technologies.

Are you passionate about leveraging Data & AI to drive business transformation? At Collectiv, we empower organizations to unlock the full potential of Microsoft's Data & AI ecosystem. As part of our team, you'll build strong client relationships, drive strategic growth, and sell impactful solutions that shape the future of data-driven decision-making.

• Experience selling Microsoft Data & AI consulting services is required.
• Proven success in selling consulting engagements related to Microsoft Fabric, Power BI, Azure, Databricks, Copilot, and AI/ML solutions is required.
• Proven track record as a proactive business developer, excelling in identifying and closing net-new opportunities in a competitive market is required.
• Ability to act as a trusted advisor, addressing complex business challenges with data strategy, analytics, and AI-driven solutions.
• Experience selling at the C-suite level, driving strategic business transformation.
• Growth mindset, with a focus on overcoming obstacles, executing high impact initiatives, and delivering tangible business outcomes.

• You are a proactive dealmaker who excels at identifying and closing high-value opportunities in the Data & AI space.
• You are a self-motivated, strategic thinker who thrives in complex sales cycles and consultative engagements.
• You bring energy, collaboration, and perseverance, navigating challenges to drive successful outcomes.
• You have exceptional interpersonal skills, building trusted relationships with clients, partners, and internal teams.
• You anticipate challenges and address objections with a solutions-oriented, consultative approach.
• You are a persuasive communicator and influencer, effectively aligning technology solutions with business needs.

• Specialize in Microsoft Data & AI solutions, including Microsoft Fabric, Power BI, Azure, and AI-driven technologies.
• Identify, develop, and close high-impact data transformation opportunities, managing the entire sales lifecycle.
• Drive revenue growth by cultivating strong relationships with enterprise and mid-market clients.
• Partner closely with Microsoft teams and ecosystem collaborators, leveraging co-sell opportunities and joint go-to-market strategies.
• Build and maintain a strong sales pipeline, ensuring consistent and sustainable business expansion.
• Stay ahead of market trends, competitive landscapes, and emerging Microsoft Data & AI advancements to offer informed solutions.
• Work in collaboration with Collectiv's consulting and delivery teams, ensuring smooth transitions from sales to execution for client success.

Join Collectiv for a rewarding career in a fully remote work environment with quarterly in person team experiences and a competitive compensation. We provide a clear growth trajectory with professional development opportunities and a top-shelf benefits package. Enjoy unlimited time off and 100% covered health insurance, encompassing medical, dental, and vision plans for you and your family. Our comprehensive offerings, from a competitive 401(k) with a 4% match to educational assistance, tech stipend, and discounts on various goods and services, demonstrate our commitment to your well-being and success. At Collectiv, your career thrives with a perfect blend of remote flexibility, growth potential, and unparalleled benefits prioritizing your financial, physical, and emotional well-being.

Collectiv is the leading boutique consulting and strategy firm specializing in Analytics, Planning and AI with Power BI and the Microsoft Data Stack.

Our mission at Collectiv is simple: We help enterprises make better decisions.

Our Core Values:

Growth Mindset Bring solutions, not problems.

Excel with Humility Be humbly brilliant.

Communicate Actively and Empathically Listen, ask, understand, help.

Work Hard, Play Hard Results are proportional to effort.

Keep Calm and Carry On Stay cool, calm and Collectiv.

A Call Center Representative is responsible for managing customer interactions through phone and process requests. Key duties include answering inbound calls, making outbound calls, using customer relationship management (CRM) system to log interactions, de-escalating complaints, and maintaining professional communication to ensure customer satisfaction. 

Core Responsibilities:

• Customer Support:  Answering inquiries, troubleshooting problems, and providing information about products and services.
• Call Management:  Handling a high volume of inbound calls efficiently and professionally, as well as making outbound calls for follow-ups or sales.
• Problem Solving:  Identifying customer needs, de-escalating issues, and finding effective solutions to ensure satisfaction.
• Data Entry:  Accurately and efficiently documenting customer interactions in a multi-system platform.
• Processing Payments:  Taking orders, processing payments, and sometimes upselling products or services based on customer needs. 

Key Skills and Qualities:

• Communication: Strong active listening and clear verbal communication skills are essential for understanding and addressing customer needs effectively.
• Patience: The ability to remain calm and empathetic, especially when dealing with frustrated customers.
• Problem-Solving: A knack for analyzing issues and developing appropriate solutions.
• Technical Proficiency: Comfort using call center software, CRM systems, and other relevant tools.
• Professionalism: Maintaining a positive and professional attitude to represent the company well. 

Environment:

• Call center representatives work in a dedicated contact center environment and are often the first point of contact for customers.
• They must adhere to company policies, service level agreements, and performance metrics, such as call handling times and customer satisfaction scores. 

Required qualifications:

• Legally authorized to work in the United States
• 18 years or older
• Available to work: weekdays

Preferred qualifications:

• At least high school diploma or equivalent or higher
• Retail skills: customer service
• Retail skills: addressing customer complaints

• Customer Interactions:
  
  • Manage inquiries in areas such as Member Services, Medicare, and Billing , assisting Spanish- and English-speaking customers.
  • Represent our client professionally by addressing and documenting all incoming queries, including complex calls related to specialized product lines.

• Quality Service:
  
  • Uphold the organization's philosophy of extraordinary customer relations.
  • Proactively engage with Health Plan, medical group, and facility personnel to gather relevant information for resolving member inquiries.

• Problem Resolution:
  
  • Analyze and evaluate customer issues to initiate and coordinate service recovery measures.
  • Document all member interactions meticulously following established procedures.

• Healthcare Knowledge
  
  • Demonstrate familiarity with health insurance terminology (copays, deductibles, claims, authorizations, etc.).
  • Understand Medicare/Medicaid plans and regulations, and explain plan benefits, provider networks, and coverage policies.

• Operational Excellence
  
  • Leverage a thorough understanding of company policies and processes to meet customer needs effectively.
  • Contribute to departmental goals and objectives while maintaining proficiency through ongoing training and use of required tools.

• Performance Metrics:
  
  • Monitor and achieve Contact Center KPIs, including call handling, first call resolution, and member retention.

• Compliance and Ethics:
  
  • Consistently uphold company compliance standards and Code of Conduct, ensuring privacy and confidentiality of member information.
  • Adhere to HIPAA regulations to protect personal health information (PHI) and maintain data security.

• Tools and Systems:
  
  • Use multiple systems/screens while assisting callers effectively
  • Navigate CRM, EMR/EHR, and ticketing platforms effectively

• Experience:
  
  
  • Fluency in both Spanish and English (spoken and written) is required.
  • Minimum of two (2) years of customer service or healthcare member-interaction experience.
  • Previous call center experience and/or prior experience in the health insurance industry (preferred).

• Education:
  
  • High School Diploma or GED required.

• Skills:
  
  • Outstanding written and verbal communication skills.
  • Proven analytical and problem-solving abilities.
  • Ability to respond concisely and clearly to customer queries.
  • Strong critical thinking and problem-solving skills.
  • Typing speed of at least 35 WPM with a 5% or lower error rate.

• To thrive in this remote role, you'll need:

• Private Workspace: A dedicated, quiet workspace with a door that closes, free from ambient noise.

• Ergonomics: A comfortable desk and chair setup that allows for the proper installation of necessary equipment.

• Reliable Internet Connection: Stable, high-speed internet with a minimum bandwidth of 20 Mbps downstream and 20 Mbps upstream.

• Quiet, Distraction-Free Workspace: A dedicated, quiet area where you can focus on delivering excellent customer service without interruptions.

• Tech-Savvy: Comfort with technology and ability to learn new systems quickly.

• Self-motivation & Independence: Ability to stay productive and manage your time effectively in a remote environment.

• Communication Skills: Strong verbal and written communication skills, especially in a virtual setting.

• Adaptability: Ability to adapt to changing technologies and procedures while working remotely.

• Competitive Pay: Enjoy a competitive hourly rate with opportunities for performance-based increases.
• Comprehensive Benefits: Full health insurance coverage, including medical, dental, and vision plans.
• Work Environment: A supportive, engaging, and inclusive work environment with opportunities to grow and develop your skills.
• Career Growth: Abundant advancement opportunities within the organization.
• Inclusive Workplace: We are an Equal Opportunity Employer, welcoming individuals with disabilities and veterans.
• Unique Perks:
  
  • Cell Phone Benefits: $25/month per line for unlimited phone, text, and data (restrictions may apply).
  • Referral for Life Program™: Earn residual bonuses for referring employees who join the team and remain with the company.

• Customer Interactions:
  
  • Manage inquiries in areas such as Member Services, Medicare, and Billing , assisting Spanish- and English-speaking customers.
  • Represent our client professionally by addressing and documenting all incoming queries, including complex calls related to specialized product lines.

• Quality Service:
  
  • Uphold the organization's philosophy of extraordinary customer relations.
  • Proactively engage with Health Plan, medical group, and facility personnel to gather relevant information for resolving member inquiries.

• Problem Resolution:
  
  • Analyze and evaluate customer issues to initiate and coordinate service recovery measures.
  • Document all member interactions meticulously following established procedures.

• Healthcare Knowledge
  
  • Demonstrate familiarity with health insurance terminology (copays, deductibles, claims, authorizations, etc.).
  • Understand Medicare/Medicaid plans and regulations, and explain plan benefits, provider networks, and coverage policies.

• Operational Excellence
  
  • Leverage a thorough understanding of company policies and processes to meet customer needs effectively.
  • Contribute to departmental goals and objectives while maintaining proficiency through ongoing training and use of required tools.

• Performance Metrics:
  
  • Monitor and achieve Contact Center KPIs, including call handling, first call resolution, and member retention.

• Compliance and Ethics:
  
  • Consistently uphold company compliance standards and Code of Conduct, ensuring privacy and confidentiality of member information.
  • Adhere to HIPAA regulations to protect personal health information (PHI) and maintain data security.

• Tools and Systems:
  
  • Use multiple systems/screens while assisting callers effectively
  • Navigate CRM, EMR/EHR, and ticketing platforms effectively

• Experience:
  
  
  • Fluency in both Spanish and English (spoken and written) is required.
  • Minimum of two (2) years of customer service or healthcare member-interaction experience.
  • Previous call center experience and/or prior experience in the health insurance industry (preferred).

• Education:
  
  • High School Diploma or GED required.

• Skills:
  
  • Outstanding written and verbal communication skills.
  • Proven analytical and problem-solving abilities.
  • Ability to respond concisely and clearly to customer queries.
  • Strong critical thinking and problem-solving skills.
  • Typing speed of at least 35 WPM with a 5% or lower error rate.

• To thrive in this remote role, you'll need:

• Private Workspace: A dedicated, quiet workspace with a door that closes, free from ambient noise.

• Ergonomics: A comfortable desk and chair setup that allows for the proper installation of necessary equipment.

• Reliable Internet Connection: Stable, high-speed internet with a minimum bandwidth of 20 Mbps downstream and 20 Mbps upstream.

• Quiet, Distraction-Free Workspace: A dedicated, quiet area where you can focus on delivering excellent customer service without interruptions.

• Tech-Savvy: Comfort with technology and ability to learn new systems quickly.

• Self-motivation & Independence: Ability to stay productive and manage your time effectively in a remote environment.

• Communication Skills: Strong verbal and written communication skills, especially in a virtual setting.

• Adaptability: Ability to adapt to changing technologies and procedures while working remotely.

• Competitive Pay: Enjoy a competitive hourly rate with opportunities for performance-based increases.
• Comprehensive Benefits: Full health insurance coverage, including medical, dental, and vision plans.
• Work Environment: A supportive, engaging, and inclusive work environment with opportunities to grow and develop your skills.
• Career Growth: Abundant advancement opportunities within the organization.
• Inclusive Workplace: We are an Equal Opportunity Employer, welcoming individuals with disabilities and veterans.
• Unique Perks:
  
  • Cell Phone Benefits: $25/month per line for unlimited phone, text, and data (restrictions may apply).
  • Referral for Life Program™: Earn residual bonuses for referring employees who join the team and remain with the company.