- Monitor calls of agents to identify behaviors, coaching and learning needs on soft skills pertinent to call handling and customer experience.
- Conduct one-on-one coaching with agents to develop or enhance ideal customer experience behaviors.
- Conduct learning sessions on customer experience for both agents and support (Ex. AMs).
- Develop materials and conduct Foundation Skills Training (FST) when needed.
- May help the CE AM and/or CE LAM prepare for and/or conduct learning and development sessions for support.
- Help the CE AM and/or CE LAM gather, measure and analyze data to gauge the effectiveness of the CE projects program and its parts/projects on a regular basis.
- Conduct agent interviews to gauge customer service orientation and communication skills trainability.
- Protects the confidentiality of client and adheres to company policies regarding confidentiality.
- Create a positive work environment by acknowledging agent and team contributions, soliciting input, and offering personal assistance, when needed.
- Ensure compliance with internal policies and procedures, external regulations and information security standards.
- Conduct special induction with new hires to make them aware of the company culture and the work they need to do
The primary role of the job is to advocate world-class customer experience to front-liners and support members of the account. The job focuses on coaching and training customer experience soft skills essential in enabling our front-liners connect better with customers and demonstrate overall excellent call handling. The job also focuses on aligning and coordinating with support members and leadership, and on assisting the CE AM in training our support members to champion customer experience to everyone in the account through monitoring and coaching, as well as active participation in CE projects.
Skills Required
- Monitor agent calls to identify coaching and learning needs
- Conduct one-on-one coaching to develop customer experience behaviors
- Deliver learning sessions and Foundation Skills Training for agents and support staff
- Develop training materials and assist CE AM/LAM with L&D sessions
- Gather, measure, and analyze data to evaluate CE projects and program effectiveness
- Conduct agent interviews to assess customer service orientation and trainability
- Ensure compliance with internal policies, external regulations, and information security standards
- Protect client confidentiality and adhere to company confidentiality policies
- Facilitate new-hire induction to communicate company culture and job expectations
- Create a positive work environment and collaborate with leadership and support teams
What We Do
Choosing a digital partner is about more than capabilities — it’s about collaboration and character. Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments. At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations. Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale. Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact. We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition. At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward. For more information, visit www.exlservice.com.
