Ep. 38 How Relationship Building is Good for Employee Retention

Relationship Building Boosts Employee Retention

This week’s guest is Christian Smalls, iQor operations manager in Charleston, South Carolina. Christian oversees a team of about 100 full-time employees. Her management approach is driven by relationship building on all fronts. In this episode, we explore how she has learned the value of relationship-building throughout her career journey in the business process outsourcing (BPO) sector. We find out how she goes about building stronger employee relationships and we see the positive impacts that has on employee retention and client outcomes.

Paving the Way to Relationship Building

Today, Christian oversees a team of about 100 full-time employees across three lines of business in her role as operations manager in Charleston, South Carolina. Relationship building guides her approach to managing the agents, team leads, quality analysts, and supervisors on her team.

Christian joined iQor in 2003 as an agent and embraced all opportunities to learn the ins and outs of customer service. She took part in iQor’s mentoring program for new hires and by 2005 was promoted to supervisor supporting multiple lines of business. She took full advantage of mentoring, training, and other learning and development opportunities over the years, ultimately becoming operations manager in 2015.

In her current role, Christian’s daily responsibilities center on formulating strategies for managing performance and financials for three lines of business. She meets regularly with clients and conducts business reviews on top of managing her team’s performance. She also oversees P&L statements for her team.

The success of these day-to-day responsibilities comes from the strong foundation Christian has built for her leadership strategy. It all rests on relationship building. Her priority is building relationships with her peers, direct reports, leadership team, and clients—everything stems from her relationships.

The Impact of Relationship Building

It is critically important to Christian that she excels at relationship building in order to meet success in all other areas of her role. But, what does that look like with increasing numbers of employees working from home? How can she build relationships effectively when she can’t simply walk up to a colleague, say hello, and strike up a conversation?

Christian conducts daily morning cheQ-ins with her team leads before she and her team start their day. This is increasingly important in a work-at-home environment. Christian recognizes the importance of a healthy work-life balance and being mentally prepared each day. She and her team members use this opportunity to talk game plans, review the previous day’s performance metrics, or discuss anything else of importance in the moment.

An essential part of these conversations is Christian’s genuine concern for her team’s wellbeing—checking in on her team members, asking how they are feeling, and really listening and responding to their answers. By building meaningful connections with her team, Christian ensures her employees feel connected and supported. Building these strong relationships improves employee engagement, reduces employee turnover, and creates an environment in which employees are willing to go the extra mile.

These connections spur productivity and help everyone truly feel part of a collaborative team working towards the same end goal and enjoying the ride along the way. They make going to work a more enjoyable experience, help everyone grow and feel connected, and yield better results for the team and for clients.

In addition to the standing morning cheQ-ins, Christian also engages in a group chat with her team leads to stay connected as they support their lines of business throughout the day.

Christian strongly believes, as her experiences have proven, that people will work harder and stay longer if they feel connected and appreciated. No one wants to disappoint and everyone feels empowered and motivated to do their best when they feel valued and connected. Her commitment to building relationships produces greater job satisfaction, high employee morale, and an excellent employee experience overall.

Growing From Relationships

Relationship building and mentoring is part of iQor’s company culture. Throughout Christian’s years of experience at iQor she has grown with the support of many strong leaders. One mentor in particular stands out for recognizing the potential in Christian when she was a supervisor in ways she herself didn’t see.

Her mentor invested the time to cultivate Christian’s leadership potential, deepening her understanding of operations from the business perspective and helping her analyze different impacts on the business and financials. Her mentor guided her client relationships to help her see even more that she could do to elevate the employee and client experience. Moreover, Christian’s mentor prodded her to step outside her comfort zone, speak up, and work towards reaching the next level of leadership as she continued to learn and grow.

Christian embraced the opportunities her mentor presented her to try different strategies and learn new things. This mentoring and guidance opened doors for Christian, ultimately leading to where she is now in her own leadership journey. The confidence and trust Christian’s mentor placed in her empowered her to support iQor’s business in myriad ways and helped her realize how it really is possible to Be More With iQor.

Customers, Employees, Owners Initiative

iQor’s customers, employees, owners (CEO) initiative is one that Christian is proud to be a part of. From customers, to employees, to the “o” in owners that represents everyone at iQor having a stake in creating valuable employee experiences.

Christian’s role in this global initiative focuses on developing and retaining iQor employees. She works with global operations leaders to reduce attrition and develop strategies for retaining agents. Together they review processes and procedures and evaluate where improvements can be made, from initial contact and onboarding to nesting and production. They review data and reporting metrics to strategically reduce attrition and generate happy employees.

One way the group helps to develop and retain employees is by creating program targets. The targets (often guided by best practices) are created to enhance reporting and help identify trends and areas for improvement to boost employee retention. Better retention means higher levels of employee engagement with stronger and happier employees. This, in turn, yields deeper levels of customer service expertise and improves profit margins across the board.

The Benefits of Boosting Retention

A company culture that focuses on creating positive work environments not only benefits employees but also helps the organization and clients. Indeed, employee retention produces numerous benefits for businesses.

First, improving employee retention produces a stronger network of highly skilled workers while boosting profitability. The more we retain agents and staff, the more time we can invest in them rather than depending solely on new hires. We can vet and cultivate strong workers.

Second, retention advances client relationships and improves the ability to staff client programs. Programs with a strong tenured base of employees facilitate stronger relationships with clients with improved productivity. A lower turnover rate enables clients to know agents, not just frontline leaders, by name. This builds confidence throughout the program, from agent to management to client. These connections open the door to more business, increased growth, and stronger key performance indicators (KPIs). Employee retention deepens employee product knowledge on client programs and improves the quality of customer interactions. That, in turn, generates opportunities to hire more employees and offer career growth potential by promoting from within.

Third, employee retention improves employee morale and performance. CheQ-ins with employees build relationships that boost morale and increase retention, which ultimately creates positive professional experiences that connect back to the organization. If employees are happy they will work harder, perform better, and yield stronger results with a great attitude. Positivity spreads, whether in a work-at-home or work-in-office environment, and retention supports that.

Fourth, employee retention improves the ability to recruit skilled and loyal candidates. It boosts confidence and competition in the pursuit of excellence. High retention rates have generated a competitive staff while helping to attract more skilled candidates that are more likely to stay because it truly is a great place to work.

In sum, building strong relationships with employees and cultivating them on a daily basis has widespread benefits for everyone within the organization and the clients and customers it serves. Christian’s commitment to listening and building relationships demonstrates to her employees how much she values them and is testament to her value as a leader and mentor at iQor.

What Christian Does for Fun

Christian works hard and plays hard. For Christian, playing hard is enjoying family time. Christian loves her job and works hard during the week, committed to excellence. She also embraces her time with her family. She loves cooking and grilling using new recipes her daughters give her. She also enjoys watching a good movie and spending time doing anything with her family.

Learn more about iQor’s digital customer experience capabilities

Ep. 37 The Road to Project Manager in HR 

Mentoring and Hard Work Brings Career Growth for a Project Manager in HR

This week’s guest is Zion Joy Suvillaga, iQor project manager in human resources in Talisay City, Philippines. Since joining iQor without dedicated experience in human resources, Zion has grown her expertise and has been promoted several times. Today, her work as a project manager positively impacts more than 30,000 employees in the Philippines to foster meaningful employee connections. She was recently recognized with the iQor Hero Award for her work on compliance efforts with a government mandate that required great attention to detail. In this episode, we hear Zion’s inspirational story of how leadership development along her career path has led her to success and how her work output has generated wonderful accolades.

The HR Career Journey Begins

Zion (who goes by Z) joined iQor in October 2020 as a seasonal employee on a three-month contract. By January 2021, she was a full-time employee and was promoted twice within the year. She became part of the human resources analytics and audit readiness team in April 2021. The three-person data-driven team was tasked with creating process flows to guide iQor Philippines on how to best conduct human resources (HR) processes. Additionally, the team built the foundation for the human resource reporting structure.

After completing their mission to support HR processes, the team disbanded in December 2021 with each team member receiving an offer to move into a different full-time position at iQor. Z took on the role of HR project manager, handling HR processes for the entire Philippines.

With 16 contact center locations in the Philippines and nearly 32,000 employees, Z’s main responsibilities as an HR project manager include business process documentation and transformation. She covers this end-to-end process from the moment HR sources employees and continues through to the hiring process, onboarding, development, retention, and off-boarding when necessary. Z also manages all HR-driven initiatives that might impact the tools used by HR Philippines. It’s a lot of process work! Throughout it all, she works closely with recruiting, training, and operations to achieve their common goals.

What Z loves most about her current role as human resource project manager is that she’s able to impact the lives and the experiences of all iQor Philippines employees, regardless of level. Indeed, she embraces the opportunity to create positive change and improve the experiences of more than 30,000 employees while they are with iQor. She also enjoys being exposed to different departments and understanding how they come together to achieve common objectives.

Career Growth Stems From Mentoring and Hard Work

From her first days at iQor, Z has supported HR processes and analytics, ultimately becoming a project manager. But, without a background in HR, how did she do it?

She attributes her growth in skill levels to her on-the-job coaching and learning at iQor. When Z joined iQor, she was exposed to incredible and supportive leaders who focused on the individual potential of each employee. These leaders supported Z and others in a multitude of ways to develop their potential. In this, Z says, iQor lives up to its motto to Be More With iQor. She says the saying has great truth to it because leaders at iQor truly guide their employees to be more.

One of her favorite quotes is from Mark Twain whose words inspire Z to believe that truly great people and leaders are those who make you feel that you too can become great. Twain wrote, “Keep away from people who try to belittle your ambitions. Small people always do that, but the really great make you feel that you, too, can become great.”

Z says these are the types of leaders she’s encountered at iQor, whether her direct supervisor or leaders throughout other departments that she works closely with such as training, recruiting, and operations.

Z meets regularly with her supervisor, the senior director of HR for all of iQor Asia, in one-on-one sessions with clear goal-setting. The two analyze problems and develop the best solutions. Z enjoys putting her project management organizational skills to good use and being given the freedom to work at her own pace. She also appreciates the consistent and constructive feedback she receives on her work output. This honest and transparent feedback characterizes her interactions with leaders at all levels at iQor.

She says the incredible support all of these leaders have offered her is a testament to the iQorian values. She believes this support has been instrumental in her personal growth at iQor. Further, she’s grateful her growth opportunities extend beyond the mentoring she has received to include a project management course she will soon begin, enabling her to further hone her craft as a successful project manager.

Leadership believed in Z and empowered her with opportunities to learn, grow, and contribute in an area in which she excelled, despite not having prior experience in HR. Opportunities abound for her today and into the future.

An Inspiration to Others

Z recalls growing up in the Philippines in a fairly unknown town. When she moved to the big city, she didn’t know anyone and lacked connections, but through hard work, determination, and helpful guidance from iQor leaders, she grew. She attributes her success to the opportunities and experience iQor presented her along with the mentoring sessions with her manager. The guidance she received has helped Z develop her human resource project management skills.

She strongly believes that working hard, doing her best, accepting support, and maintaining integrity to always do the right thing makes it possible to achieve any dream.

An iQor Hero

Z was recently recognized with the iQor Hero Award for her instrumental work handling a special project focused on compliance efforts with a new Philippines government mandate. The project scope required extensive planning and great attention to detail. The HR analytics and audit readiness team was deployed to determine the impact of the mandate on iQor Philippines’ 30,000+ employees.

Z collaborated with project team members, IT, and other departments to determine how best to prepare and use data. She designed process flows and ensured they were audit-ready. This was essential given that the government does spot audits and unannounced visits, so being audit-ready provided confidence that they were in compliance and a spot audit would be handled successfully.

The award came as an utter surprise to Z, who felt like she won Miss Universe when she was acknowledged with the great honor. She held back tears of joy as she received the award in the presence of iQor executives among other mentors and leaders. She was so moved by the award and recognition of her hard work that once her camera was turned off in the virtual ceremony, she cried buckets of happiness. Her focus has always been on doing her best and striving to excel, no matter how small or large the task. The recognition she received for her project success truly meant a lot to Z.

Through mentoring, support, hard work, and dedication Z turned her short-term seasonal employment contract into a full-time project management position in which she is making transformational differences for HR and is being recognized for her tremendous efforts. She is a valued asset to the iQor team. Moreover, she’s an inspiration in accomplishing so much in a short amount of time in the BPO industry.

What Z Does for Fun

When not working, Z has always relished her time at home, long before the worldwide adoption of social distancing. Despite her outgoing nature and varied interactions with many people, she’s an introvert. She enjoys spending her free time at home with her cats to recharge her battery. She loves her cats! Z and her partner rescue cats from the streets to rehabilitate them and make sure they have a loving home that gives them the care they need. Z also enjoys reading books, listening to music, and watching Disney movies and musicals.

Learn more about iQor’s digital customer experience capabilities.

Ep. 36 Coaching and Analytics Propels Customer Service Team to Top Performer

Coaching and Analytics Improve the Customer Experience

This week’s guest is Adaeze Nwamah, iQor operations manager in Richardson, Texas. Her team of about 60 employees began a client program with a customer service focus. With the team’s tremendous success creating meaningful experiences throughout the customer journey, the parameters of the client program changed. Adaeze and her team embraced the opportunity to ramp up fast and achieved top-performing metrics in customer service and sales. In this episode, we learn Adaeze’s secret formula for utilizing coaching and analytics to attain top-performing status and high levels of customer satisfaction so rapidly.

A Leader’s Own Career Growth Guides Her Management Style

Adaeze began working at iQor five years ago as an agent. She has continually advanced her own career journey through hard work and performance excellence. She quickly progressed to senior agent and then became manager of social media monitoring, handling chat and web support for a client. Through her strong work experience and demonstrated accomplishments, she soon moved on to supervisor before landing her current role.

As operations manager in Richardson, Texas, Adaeze oversees a program for a client in the insurance industry and guides about 60 employees—agents, supervisors, quality analysts, a trainer, and a sales ambassador. She manages the day-to-day operations of the entire site, using tools, resources, and advanced analytics to meet or exceed the client’s key performance indicators (KPIs) throughout the customer journey.

Meeting Program Changes Through Strategic Employee Development

The initial scope of the program she oversees for the insurance industry client was to serve and solve through excellent customer service. Her team members focused on filing claims and building customer loyalty and relationships—it was a pure customer service model to ensure customer satisfaction throughout the claims process.

With her team providing such extraordinary customer service, the client decided to expand the program and the scope of the project changed as a result. It changed fast. Adaeze led her team to quickly pivot to the serve, solve, and sell model with high performance for customer service excellence.

In order to effectively introduce sales into their customer experience model, Adaeze’s team ramped up and embraced the opportunity to grow. With Adaeze’s enthusiasm and support for her team, everyone was excited about the new offerings. Her team participated in a three-week comprehensive training program to help agents better understand the new objectives for adding additional value to the customer through upselling and cross-selling an insurance product. The client was involved throughout the training process to ensure deep product knowledge and support the growth of sales leaders.

Further, the team also made sure the ongoing recruiting process was geared towards the new serve, solve, and sell focus, incorporating the new skill into talent acquisition efforts.

Through in-depth training with experienced agents and new recruits, the team learned 60 agent selling behaviors, from product knowledge to product positioning. They also deepened their sales knowledge to focus on the best lifestyle questions to ask along with other discovery techniques to better understand customer behavior and inform an effective sales approach through a connected digital customer experience.

Purposeful Analytics Inform Coaching and Development

At iQor, data analytics drives strategic customer initiatives. We take comprehensive measurements, interpret them in a disciplined and scientific way, and act on the results to drive excellence. Adaeze’s high-performing team was no different. They utilized iQor’s sQan data analytics program to enhance coaching and development. The program provides helpful insight by enabling supervisors to track coaching sessions to ensure their effectiveness and identify behaviors to reinforce or redirect.

sQan empowers supervisors with information to help guide agents towards the best behaviors to serve, solve, and sell effectively on customer calls. It also helps coaches employ strategies to help agents show empathy and engagement with the customer as part of a comprehensive approach to providing superior customer service. sQan is an essential component of ensuring agents receive the support they need to provide the best customer experience, especially when new program requirements, such as sales, are introduced.

Through another analytics reporting tool that tracks behaviors, sales numbers, customer service survey results, and quality results, coaches have easily accessible information in real-time to provide timely and specific coaching sessions differentiated to each agent’s needs. With access to helpful performance metrics, agents and coaches alike are excited to participate in the process and grow their customer experience capabilities from the training and coaching sessions.

Differentiated Coaching Meets Resounding Program Success

Through hard work, training, and development, Adaeze’s team has met incredible success. In 2021, they were recognized as the top-performing program nine out of 12 months when compared to six other internal contact center sites on the same program. For those months, Adaeze’s team was the number one program site for sales and customer service. The team’s determination and utilization of sQan has made for fantastic performance by all measures.

Adaeze is incredibly proud of her team and all the smiles they bring. She attributes their profound success to two things.

First, the effective utilization of resources. By using sQan alongside extensive learning and training opportunities, Adaeze’s team has embraced the resources available to them. They have incorporated them into their day-to-day experiences to ensure ongoing growth and development in order to create rewarding employee and customer experiences.

Second, divine discontent. Adaeze leads her team to see the positive in any situation. She views divine discontent as essential for growth. She says it’s being proud of oneself for where you are, while also perpetually seeking opportunities to grow and improve. It has worked for her team and has resulted in strong employee relationships. Every day, her team brings their work ethic and determination to do their best while striving to learn and grow more.

Adaeze’s leadership style creates smiles. She has led her team to Be More with iQor and to embrace new growth opportunities, achieving the recognition of number one site. Her commitment to training and ongoing self-improvement is inspiring. She makes it clear that if you work hard for it, anything is possible.

What Adaeze Does for Fun  

When not inspiring her team to be their best selves, Adaeze finds rewarding experiences through cooking and watching Disney movies. In fact, she probably loves Disney movies more than her kids do! Right now, her favorite is Encanto which has her singing those songs on repeat.

Learn more about iQor’s capabilities for amazing customer care.

Ep. 35 How Exceeding Client Expectations Creates Career Growth Opportunities 

Exceeding Client Expectations Can Fuel Career Growth

This week’s guest is Kevin Anthony Paredes, iQor director of operations for a telecommunications customer service account in Dasmarinas, Philippines. His time at iQor has been replete with admirable success for the client he supports as well as for his own career journey. Kevin started in the business process outsourcing (BPO) industry 12 years ago as an agent. Through hard work and dedication, he has advanced his career over the years, holding a variety of roles in different vertical industries such as financial and telecommunications. In this episode, Kevin shares his collaborative problem-solving strategies for identifying areas of improvement. These strategies have guided outstanding performance by leaders and agents, exceeded client expectations for customer service, and fueled growth on his career journey amid personal challenges.

Ramping Up for Success

Kevin joined iQor in 2018 as a senior manager for a new client program and has earned tremendous career progression since that time. The launch program he started with at iQor was an offshoot of an existing telecommunications account. The program handled overflow calls from another iQor site, focusing on customer service related to sales, billing, and technical issues. As part of a new team, Kevin was tasked with ensuring the program ramped up to hire a sufficient customer service agent headcount. He was also responsible for making sure leadership was fully trained to provide optimal customer experiences for the client.

Under Kevin’s management, the program enjoyed a strong start. The main KPIs measuring this success were Net Promoter Scores (NPS) and average handle times (AHT). NPS gauges customer satisfaction with the service provided and whether the customer would recommend the brand to family and friends. AHT measures the average length of time the customer is engaged on a call, with the goal that agents resolve customer inquiries and provide a rewarding customer experience in as little time as possible—key components for customer satisfaction and a company’s bottom line.

Kevin met great success in improving the NPS score. His program started with 200 full-time employees (FTE) at launch. At that time, most BPO vendors performed at about 50% NPS. Through a combination of strong leadership, training, and coaching, Kevin’s team rocked it out of the gate. They increased the NPS to 53% which strengthened client confidence in the team and prompted the client to double the FTE headcount by the end of the year.

After a fantastic performance launching the offshoot account for his first project at iQor, Kevin made a lateral move at the end of 2018 into the senior manager position for the main account. In his initial offshoot account, his team provided customer service to consumers from across the United States. With his new position on the main account, his team focused on specific states, providing personalized customer experiences only to U.S. customers on the West Coast. Kevin enjoyed a long tenure with the project which afforded him the opportunity to build strong working relationships with fellow leaders and experts.

Activating Professional Development for Client Support

Early on in his role with the main client account, Kevin recognized the team was facing challenges to meet key performance indicators (KPIs) for customer service. Their NPS scores were in the bottom half and AHT was also below threshold. Determined to turn things around, Kevin used data analytics to inform a plan to improve KPIs.

He seized the opportunity to leverage his training and certification in Lean Six Sigma and put his enhanced problem-solving skills to work. Instead of running the team through the entire Six Sigma process, Kevin simplified it by using a form known as “Plan, Do, Check, Act” to focus specifically on the areas of need instead of doing a 12-week deep dive into Six Sigma analysis and problem-solving. Through the simplified process, he worked with the team to identify the problem, define its root cause, create an action plan, and track the lead and lag measures to determine the effectiveness of the action plan implementation.

In this exercise, Kevin observed an opportunity to improve program outcomes by running a root cause analysis flow. This technique would empower leaders to better identify areas for growth within the program and related courses of action for outstanding customer service. Kevin helped other senior managers understand the root cause, set clear expectations, and create action plans accordingly.

After performing the initial analysis, Kevin and the team decided to focus on leadership development to ensure the program performed at the highest level to meet customer needs. They worked to implement the corresponding action plans and met extraordinary success. Indeed, the focus on transforming leadership skills had widespread positive ramifications for the entire program. Accordingly, their Net Promoter Score steadily climbed from 50% to 60% and then up to 70%.

By the time the team reached 70% NPS, they ended 2019 as the number one site out of all offshore sites among the client’s global BPO partners and they beat the metrics internally at iQor at nearly all of the client’s partner sites. The team exceeded internal KPIs and the client’s vice president visited the site three times to congratulate them, learn best practices, and revel in the performance improvements. Ultimately, the program expanded from 200 to 900 FTEs because of its success in providing meaningful customer experiences and outstanding client relationships.

Although the team was elated to be recognized as the number one site, they knew the pressure was on to maintain that ranking with all the friendly competition aimed at taking the lead. They remained focused on continuing to increase employee engagement and meet client needs to create amazing customer experiences.

In recognition of his leadership and the resulting success for his team and client, Kevin enjoyed continued career advancement and was promoted to operations director in March of 2021.

The iQor Community Rallies Together

Just a few months into his new role, Kevin contracted a severe case of COVID but rallied through it with overwhelming support from the community around him. He attributes his current health and wellbeing in part to the tremendous help iQor provided him throughout his illness.

Initially, Kevin experienced mild symptoms that soon developed into terrible ones. Bedridden and feeling extremely unwell, he received help from his colleagues. In the true iQor fashion of caring for employees, Kevin’s supervisor reached out to human resources which in turn contacted Kevin’s HMO to ensure he received the care he needed.

The HMO began calling and checking in on Kevin. At that point, his oxygen saturation had dropped, he couldn’t eat, and he slept 90% of the day. He needed hospital care, but many of the hospitals couldn’t admit new patients due to the high numbers of COVID cases in the Philippines. Recognizing the need for help, iQor intervened and found a hospital room for Kevin.

But how could he get there? With low oxygen levels, Kevin relied on a large oxygen tank to support his breathing. He couldn’t safely travel to the hospital with it. A doctor from the HMO called and immediately recognized the urgent need to get Kevin to the hospital. With Kevin sleeping, his wife spoke to the doctor and communicated how they didn’t have transportation to get to the hospital and there weren’t any ambulances available. The doctor stepped in and 10 minutes later an ambulance was on its way.

Once in the hospital’s care, it was clear his condition was serious. Kevin immediately underwent numerous tests, treatments, and a plasma therapy blood transfusion. Although determined to get better and maintain a positive attitude, it was hard.

iQor was determined to help Kevin triumph just as he had done for his project teams. Throughout Kevin’s two-week hospital stay, iQor’s HR and benefits team called Kevin’s wife every day to check on him and ensure the HMO provided the coverage he needed to get better. They also assisted with paperwork and accessing government benefits.

With HR and benefits covering that angle, Kevin’s supervisor took the lead in making sure Kevin’s family was taken care of. Knowing Kevin and his wife were in the hospital and his sister-in-law was taking care of their three children, Kevin’s supervisor arranged to send them food every day to make sure the children were fed and his sister-in-law wasn’t overwhelmed.

After Kevin returned home from the hospital, iQor made sure he didn’t return to work for another two weeks to support his wellness and ensure he made a full recovery. And recover he did!

iQor Qares for Employees

iQor’s help didn’t end there. Through the iQor Qares charitable giving program, Kevin received monetary support to help pay his hospital bills. iQor Qares enables employees as well as those outside of iQor to make financial donations at any time in any amount. One hundred percent of the funds raised go to iQorians in need—helping them with unplanned emergencies or other challenging life situations when they are facing financial hardship due to an event beyond their control.

Kevin has immense gratitude for being here today. He is grateful not only for the care he received from his family, friends, and healthcare providers but also for the generosity and daily support from iQor. The help and acts of kindness made a challenging situation more bearable. Through it all, he was happy to return to the company and get back to work.

Kevin never expected support like this from his employer. He views iQor as unique in its commitment to help its employees whenever and however it can, seeing employees as family, not numbers. He has never before experienced that much care from a company. He says this has contributed greatly towards his loyalty to iQor.

“Not only is iQor a business, it’s also a family,” Kevin says.

He has experienced first-hand how iQor truly makes employees feel valued, from recognizing his work and promoting him to caring for him when he was severely stricken by COVID-19. The kindness and support he received, even from iQorians he had no previous interactions with, was amazing to him.

Kevin’s career journey with iQor and all that he has contributed and accomplished, despite the challenges he’s faced, is an inspiration.

How to Donate to iQor Qares

iQor employees can easily set up a donation commitment. It’s simple and safe. If all employees donate just $1 a month, we’d raise $35,000 every month to help our colleagues in need.

iQor employees can donate at iQorQares.com.

Anyone outside of iQor is welcome to make a one-time donation (or as often as they want)!

Contributors outside of iQor can donate on this website

What Kevin Does for Fun 

Kevin and his wife have three very young children that keep things fun, exciting, and a little bit crazy! In his downtime, when the kiddos are occupied, Kevin loves playing video games. In this COVID world, he embraces it since he can’t go out anyway.

Learn more about iQor’s capabilities for amazing customer care.

Ep. 34 How a Customer Service Program Grew by a Factor of Ten

How Active Listening Led to 10x Growth for a Customer Service Program

This week’s guest is Cristy Gavino, iQor director of operations in SM City Clark, Philippines. With an extensive background in the business process outsourcing (BPO) industry, Cristy has inspired impressive growth for the customer service program she oversees while simultaneously producing amazing customer outcomes and meaningful employee experiences. Under her leadership and commitment to customer support, the program’s full-time agent headcount has grown by a factor of 10. In this episode, we hear her strategies for success at iQor as a leading BPO as well as tips for those aspiring to leadership roles in the customer service industry.

Planting the Seeds for Growth in a Customer Service Environment

Cristy joined iQor’s operations team as a senior manager in 2018 at the Santa Rosa, Laguna contact center in the Philippines before moving to the Clark, Pampanga location in 2019 to launch a new line of business. The new customer service program began with a 300-person headcount that consistently created extraordinary experiences for customers and employees alike. These meaningful experiences and strategic initiatives led to significant sales contributions while achieving all key performance indicators (KPIs) such as high performance, profit and loss goals, attendance, and low attrition.

With the customer service team exceeding expectations for sought-after customer experiences and high levels of customer satisfaction, the client expanded the program headcount to 3,000. In addition to increasing the number of full-time employees by a factor of 10, the client awarded iQor three additional lines of business for customer support.

Amid the growth of the customer service program she oversaw, Cristy was promoted to operations director in June 2021—overseeing, supporting, and managing more than 1,800 full-time employees. Her primary responsibility as director is to ensure that customer, employee, and client expectations (including KPIs) are met on a day-to-day basis. These assurances for meaningful customer experiences through excellent customer service result in improved customer loyalty, retention, and feedback.

The expectation for clear and open communication is essential, both with employees and with clients. Obtaining clear goals from the client while maintaining transparent communications with them helps ensure client expectations are met for an optimal customer experience.

The Secret to Successful Employee and Customer Engagement

So what is Cristy’s secret to her program’s growth and success in creating happy customer experiences? The power of listening. Plain and simple, listening to employees makes all the difference.

Cristy says this is what sets iQor apart. In her 15 years of experience in the BPO industry, iQor is the first company she encountered that took listening to the next level. She explains how many companies would listen and present solutions without thoughtful follow-through. In her experience, this often leads employees to lose their trust in leadership and the company overall, ultimately discouraging them from making recommendations the next time leadership seeks them out for feedback.

When an employee shares their feedback, it reflects genuine care about their site and their commitment to being a part of the solution. Placing a high value on each team member’s experience exemplifies a collaborative environment that focuses on employee engagement for continued growth and learning.

At iQor, Cristy enjoys the organizational culture of regularly seeking input, listening with an open mind, taking thoughtful actions, and communicating progress back to employees. One of the most significant industry-wide pain points is that agents do not feel supported. iQor changes that. Supporting agents play a significant role in making customer service sites and programs successful, elevating them from good to great levels of customer satisfaction.

Making Operational Changes From the Ground Up

Throughout all the listening and research, Cristy found that the majority of employees that leave their positions in the BPO industry do so because of interactions with either their supervisor or immediate manager. This is not unique to iQor. What is different, however, is that iQor in SM City Clark under Cristy’s leadership, took the feedback and created and implemented a three-step strategy to improve experiences for all—from agents, to supervisors, to customers, to clients.

A three-point strategy for success with a customer service program:

  1. Front-load operations leaders. All operations leaders complete onboarding certification training to ensure they can support high levels of customer service performance on their team. All leaders are product trained; they complete the same training modules as each customer service representative to cultivate a great customer experience. They also personally take calls, which enables them to understand the messaging and relate to their agents and customers to consistently provide excellent customer service, especially in situations when a call is escalated for additional support in the customer journey. These customer service trainings empower leaders with a clear understanding of the expectations for each line of business to guide agents and maintain a clear focus on customer needs that yields customer satisfaction and loyalty. Strong leadership support doesn’t end there. All leaders are enrolled in continuing education courses to help them evolve and learn new leadership strategies to guide even better customer service.
  2. Involve operations in the hiring process. All leaders at Cristy’s site in SM City Clark are involved in the hiring, training, and retention process. They work hand-in-hand with recruiting. They have a clear understanding of the client’s customer experience expectations from day one, enabling them to hire applicants who best fit the client’s skills requirements.
  3. Ensure operations leaders are present at agent trainings. Leaders are physically present at agent trainings, enabling them to get to know their agents and build solid, professional working relationships early on. Leaders guide, assist, and coach their agents in real time, setting the expectation for excellent customer service achieved through teamwork and support from the very beginning. The trainings simulate a production environment similar to what agents will experience on the contact center floor, making for a smoother transition from recruitment and training to customer-facing. With these partnerships, nine out of 10 agents successfully graduate the training program as they feel more supported, empowered, and prepared to create an amazing customer experience.

This three-point strategy is akin to a streamlined production system. When combined with open communication and active listening, it has produced an environment that fosters powerful customer service experiences with happy employees and satisfied customers. Contact center agents feel heard and valued as part of the customer experience team from the very beginning which creates a foundation for them to provide excellent customer service. This has resulted in low attrition and high attendance rates of 98%, even when the client needs overtime. Agents know leaders will take calls with them and support them in all areas at work, in both work-in-office and work-at-home environments. They feel well trained, well guided and well supported by coaches which make for better overall experiences for employees, customers, and clients. Indeed, employee dedication builds a strong customer service team that results in great customer service and strengthened customer loyalty.

Advice for Future Leaders

Cristy embodies iQorian values through her leadership, professionalism, and the importance she places on each member of her team. These values remain at the heart of everything she does. She gains inspiration from her favorite quote, which is from the Dalai Lama who said, “When you talk, you are only repeating what you already know. But if you listen, you may learn something new.”

This transformative approach to leadership development celebrates the importance of listening. Cristy encourages future leaders to share their passion for their job and express their suggestions for process improvements. It takes courage for agents to share their suggestions, feedback, and recommendations. And, most of the time they are right. Leaders can grow by listening with the intent to understand, resolve, and take appropriate actions to eliminate pain points. Agents’ jobs are challenging; valuing their input and winning their hearts can inspire them to excel in their job and develop leadership skills to support their growth into future leadership positions as well.

Cristy believes that a leader’s success is directly tied to their team. Recently honored with iQor’s Top Star Award for her accomplishments and contributions to customer service for the customer service client program she oversees, Cristy sees it as a recognition of her team’s hard work and successes. She takes great pride in how her group has worked together to improve employee, customer, and client experiences.

What Cristy Does for Fun

Cristy is a minimalist with a passion for simplicity. When not at work, she participates in a virtual movement that encourages people to live sustainably and eliminate unnecessary clutter from their lives.

Learn more about iQor digital customer experience capabilities.

Ep. 33 Crypto Exchange Looks to Differentiate With Client Service

Putting Client Service at the Center of a Unified Cryptocurrency Exchange

This week’s guest is George Kushner, founder and CEO of H2cryptO. With more than 28 years of experience in financial services and traditional finance, he is on a quest to use his expertise to expand access to cryptocurrency investing and trading. After extensive research, it became abundantly clear to him that tokenization is the future of investing, but a glaring gap in the market is hindering access to millions if not billions of people, namely client service.

Determined to fill this void in the market, George and his partners founded H2cryptO. This unified cryptocurrency exchange serves as a one-stop-shop for investing in and trading different cryptocurrencies. Through an accessible interface, it further sets itself apart by providing true 24/7 omnichannel support 365 days a year to ensure investors have access to the technical tools they need to learn and grow their investments.

The Path to Crypto

George’s career in the financial services sector began nearly 30 years ago on Wall Street in institutional fixed incomes and derivatives sales, working with some of the largest and most sophisticated investors in the world. George worked for more than 12 years with clients ranging from central banks and pension plans to hedge fund managers before pivoting his focus.

For the next decade, George dove into the world of alternate investments, focusing on capital raising for some of the world’s largest private equity, real estate and hedge fund managers. After years in alternate investments, George shifted to traditional finance and private banking. With nearly 30 years of growth in financial services and capital markets, George had a solid grasp on global econometrics and trading before embarking on an extensive knowledge quest to understand cryptocurrency from the ground up.

The Eureka Moment: Cryptocurrency Is the Future

George began his journey with cryptocurrency in 2015 when asked about Bitcoin while working for the investment management firm BlackRock in Manhattan. Bitcoin established the world’s first decentralized digital asset by using blockchain technology to create a decentralized digital asset managed across a network of computers instead of by a single entity.

Unlike traditional currencies, cryptocurrencies like Bitcoin don’t have a country’s government backing them as fiat currency does, a central bank, interest rates, or a history of exchange rates.

Despite his initial skepticism, George researched all there was to know about this newly emerging investment and trading superpower. Starting at the foundational level, George began by developing a deeper understanding of the technology behind cryptocurrencies, learning the ins and outs of blockchain and distributed ledger technologies. After hundreds and hundreds of hours of research on the power of the blockchain and decentralized finance, George discovered how cryptocurrency was on a path to change the world.

Studying the Fragmented Cryptocurrency Landscape

George describes today’s cryptocurrency landscape as a fragmented ecosystem for investing in and trading digital assets. Unlike traditional finance where firms can usually invest in various asset classes, cryptocurrency has a decentralized exchange environment. This means that investors typically need to access one exchange to buy and sell crypto, another to purchase non-fungible tokens (NFTs), and yet another for staking or borrowing and lending, for example.

There is a rapid escalation of hard assets being securitized, but it’s often a piecemeal do-it-yourself endeavor for crypto investors in this decentralized environment. Left to manage their own cryptocurrency investment strategies, jumping from one service to the next, crypto investors and traders can face challenges throughout this process frequently without true client support options.

The Problem With Doing It Yourself

We do it ourselves in so many elements of our lives, from fixing the car to tinkering with the plumbing. So, what’s the difference when it comes to investing in and trading cryptocurrencies? The painful difference is that we can’t simply pick up the phone and call in an expert to save the day if we make an error. One error in do-it-yourself cryptocurrency investing can cause an investor to lose that money forever. This can be especially risky for beginners in the cryptocurrency landscape.

George’s first-hand experience learning about cryptocurrency as a seasoned financial services professional provided him unique insights into the problems in need of solving. There was no one to turn to with technical questions, and this was not a one-off experience.

Shocked by these glaring issues when he first began trading cryptocurrencies and learning the problems other investors faced, a gap became clear: client service and support is virtually nonexistent in the current crypto exchange environment.

Solving the Cryptocurrency Investment Problem

The convoluted methods of investing and trading through various cryptocurrency exchanges combined with scarce technical client support have added to trepidations associated with cryptocurrency, contributing to a relatively low global adoption rate for this type of investment. Lack of understanding about cryptocurrency is a significant reason why the community of cryptocurrency investors is limited to about 220 million out of 8 billion people worldwide. Despite the years that have passed since cryptocurrency technology was invented in 2009, crypto is still in its infancy, comprising a small percentage of global equity.

George’s first-hand experiences, coupled with his deep financial knowledge, gave him the vision and practical know-how to make filling this gap a reality. With the need identified, George and his partners ventured to create a user-friendly exchange platform to address the cumbersome and fragmented trading environment investors often encounter with cryptocurrency.

At the heart of H2cryptO’s exchange is client service to facilitate better cryptocurrency trading and investing experiences. This sophisticated yet simplified interface makes investing and trading in cryptocurrency easy with options in English, Mandarin, and Spanish. The trading platform is accessible online and through a mobile app, both of which are designed with two-factor authentication (2FA) and multiple levels of security to ensure safe transactions.

H2cryptO is ideal for both beginners who want to make their first investments in cryptocurrency and experienced traders alike. Through an intuitive interface, investors can simply select from pre-determined denominations of currency or tokens by clicking on clear buy/sell buttons or they can customize their own token amount. The H2cryptO trading platform also offers traders more technical analyses of each crypto asset and trading volume through sophisticated modern charting capabilities.

The Power of Client Service

The need for support became abundantly clear to George. He was shocked by the widespread dearth of client support across cryptocurrency exchanges when he began crypto trading and investing. He heard horror stories from cryptocurrency investors and clients who were locked out of their accounts or couldn’t access their money or make certain selections and there was no one for them to turn to on the exchange they used.

To this end, H2cryptO was developed to provide a better way for investors from all walks of life to access the market. Its differentiated strategy through unification and client service is improving the future of cryptocurrency exchanges and how crypto is traded.

H2cryptO’s cryptocurrency exchange platform removes the fear of the unknown from trading and offers client support to its clients 24/7/365. Its service-centric approach offers a solution to investors reluctant to get involved with the goal of making H2cryptO the preferred exchange for cryptocurrency investors and traders.

Through seamless and easy omnichannel support, clients can choose the mode of communication that works best for them at any given time. Crypto investors can connect with H2cryptO on their own terms whenever, wherever. Whether it’s live chat, email, or voice, clients can receive answers to their questions in real-time.

By empowering clients to choose the mode of interaction they value most, H2cryptO can stay connected to its clients and provide the support they need. This support utilizes artificial intelligence (AI) technologies to streamline service across various channels of communication, combining human interactions with purposeful technology to create the most efficient and effective client experience possible.

Moreover, with data from omnichannel offerings all in one place, H2cryptO can better understand client behaviors and needs to make informed decisions on delivering the best investor experiences possible to optimize performance.

The Future of Cryptocurrency

Cyber trading of cryptocurrencies is still in its beginning phase and George believes we will likely see broad global adoption of trading in cryptocurrencies over the next five years as more cryptocurrency regulation takes shape. Indeed, George believes the digitization across assets is ultimately the future and everything will eventually be tokenized, from artwork to real estate.

Cryptocurrency offers people control over their financial well-being, regardless of how much they are able to invest. It has the potential to move beyond tech-savvy investors and act as the great equalizer to tackle the disadvantages felt by the unbanked and underbanked populations. This is significant considering globally 31 percent of adults are unbanked.

Crypto is available to all and is becoming increasingly accessible every day. By providing a streamlined interface and convenient client support, H2cryptO is helping to democratize the future of crypto investment.

George and his team identified a void in the market and have addressed it through an intuitive exchange that improves access to cryptocurrency investing and trading while providing comprehensive client service to increase confidence and boost outcomes. Through simple, equitable access and client service, H2cryptO’s innovations are designed to make it an exchange of choice for crypto investors and traders.

What George Does for Fun

When not working, George enjoys exercising and reading. He is a voracious reader of nonfiction, especially focused on financial services, cryptocurrency, blockchain, and the like.

Learn more at hello.h2crypto.io and sign up to receive information about this next-generation cryptocurrency exchange.

Learn more about iQor digital customer experience capabilities.

Ep. 32 How to Achieve High-Volume Talent Recruiting Success

Modern Recruitment Strategies Rely on Artificial Intelligence for High-Volume Talent Recruiting

This week’s guest is Max Armbruster. Max is an expert in talent acquisition in high volumes. He is the founder and CEO of Talkpush, a leading conversational CRM for recruitment that utilizes automation to help businesses focus on finding the right talent. When utilizing modern recruitment strategies for recruiting in high volumes, it’s best to treat candidates like consumers–monitoring their changes over time and adapting the recruiting process to their evolving behaviors. Max offers best practices for how to achieve high-volume talent recruiting success at scale.

Building Software to Support Talent Acquisition

When Max began his recruiting career he quickly identified the challenges recruiters faced and began developing ways to increase efficiencies and success rates throughout the hiring process. He first purchased human resources recruiting software 15 years ago, utilizing technology to assist in his recruiting strategy. Building on his experiences with that platform, three years later he began developing his own recruiting software for internal use. Eventually, after tweaking and improving the system, his entrepreneurial journey began when he started selling the recruitment program. He is committed to building software to help recruiters use intuitive tools to improve outcomes and expand their talent acquisition pool. This organic evolution from recruiter to talent management software developer is grounded in Max’s own experiences and knowledge enabling him to address the needs recruiters face in an ever-evolving hiring world.

 What is High-Volume Recruiting?

In years past, high-volume recruiting used to focus on hourly workers and temp workers–think food and beverage sector, transportation workers, and the like. In recent years, however, an under-looked part of the talent acquisition space has gained prominence through the use of high-volume recruiting technologies to address a variety of hiring situations. High-volume recruiting exists in many companies through graduate hiring, retail and hospitality, seasonal staffing, the BPO sector, and other service industries that manage high numbers of candidates. Companies that hire more than 1,000 people for the same job or job type on an annual basis experience this type of high-volume recruiting.

The Evolution of High-Volume Recruiting Over the Past Decade

High-volume recruiting has experienced significant growth over the past 10 years, especially from process and technology standpoints. With so many options in the marketplace, there are myriad opportunities for companies to evolve beyond Excel spreadsheets and a multitude of staffing providers to help fill their hiring funnel. Many companies have embraced their roles as digital marketers and own the digital recruiting journey from acquisition to onboarding. They employ digital tools to manage everything from the very first ad displayed on a job board or on social media to communicating with new employees throughout the onboarding process. Candidate behaviors are changing and digital tools help recruiters adapt with data-driven processes for assessing and improving hiring metrics. Efficient and strategic high-volume hiring processes can exponentially increase outcomes when screening and shortlisting candidates.

Modern Digital-Marketing Approach to High-Volume Recruiting

Recruiters looking to fill positions ideally want to follow the shortest path to a qualified candidate. To put it simply, recruiters look for candidates who have the right qualifications and are available now, so they can make an offer. Marketers, thinking in larger numbers, can have a funnel with a high ratio of 1,000 leads to 1, and the technologies in place offer methodologies that empower them to handle these large volumes in more efficient ways than if they were operating everything manually.

Looking at recruiting from a marketing standpoint can also mean talking to candidates who don’t know they’re candidates yet. They’re individuals who are browsing and considering options, looking to be inspired. Recruiters as marketers can embrace these opportunities and inspire potential job seekers to consider a career with their company. Digital marketing automation tools can help encourage candidates to consider careers and companies they may not otherwise have pursued.

Technology Platforms That Support Personalized High-Volume Hiring

There is a changing landscape of technology platforms to aide in digital marketing recruitment campaigns. Traditionally, job boards were a key component of reaching job seekers in high numbers. Twenty years ago, Monster dominated the field, 10 years ago it was Indeed. Now social media is the place to go to reach a large audience. The new technology integration platforms of today are dominated by Indeed, LinkedIn, Google Talent Cloud, Facebook, and the rising prominence of TikTok.

Indeed and LinkedIn offer large audiences, but Facebook, Instagram, and TikTok are particularly effective among the younger portion of the population with innovative offerings such as TikTok’s video resumes. Recruiters that activate these channels find a gold mine for talent

Utilizing Tools to Personalize the Message

One of the pillars of digital marketing today is a personalized approach to messaging. This approach extends to recruiting, enabling recruiters to create a personalized experience that connects potential candidates with businesses.

The platforms allow users to target the message to certain populations through demographic segmentation, location, and preferences. Through this type of persona marketing, recruiters can, for example, design an ad for mothers that focuses on the benefits for working mothers at their company. Or they can tailor their messaging to students or individuals in the middle of their career looking for a career change. The key is to assess the talent pool and identify a handful of personas that can be targeted at scale. Then build high-volume hiring campaigns around those personas, addressing them with personalized messages as if talking one-on-one with them but actually talking to thousands of people through Messenger, SMS, etc.

It’s essential to have appropriate technology and tools like an applicant tracking system in place so that after these conversations are started recruiters know the names of potential candidates and their other details within the context of what was discussed.

After utilizing persona marketing strategies, recruiters can segment their audiences into multiple personas to begin personalized conversations with potential candidates. Once those leads are generated and the conversations have begun, conversational AI (or chatbot) is beneficial for sending personalized messages and conversations that take on human personalities. Using conversational AI, recruiters can talk to candidates based on where they’re at in their job-seeking journey. Have they decided what they want? Have they completed a first interview? Are they at the onboarding stage? To use conversational AI with impact, it’s important to recognize the candidate’s status, read their intentions, and deliver the information they want through well-designed, simulated human conversations. There are also hybrid options in which candidates interact partly with a chatbot and partly with a human, converting to a phone conversation with a recruiter after the process is initiated through conversational AI.

Engaging candidates through modern digital marketing techniques can be playful and can communicate selling points along with screening questions. Chatbots that live on messaging platforms like Facebook Messenger, Instagram, and the likes deliver more than just text, supplementing words with gifs, images, and videos to enrich the experience. Conversational AI can create text and video at a speed beyond what a human is capable of, making for high-volume interactions.

For example, in the days leading up to a candidate’s first day on the job, conversational AI can provide them personalized messages about facilities, work life, and other insights into what life will be like when they begin working. This would be challenging for a recruiter to provide in high volumes without the use of digital solutions.

High Volume Recruitment in Action

iQor’s chatbot, named Qori, offers a great example of how to use conversational AI with a personality to engage in productive conversations with candidates. A number of individuals have shared their journeys through #iQorianStories on Facebook and other social media outlets. They discuss their experiences coming into the BPO sector from a variety of backgrounds. Some were motivated financially in an effort to help their families, some left industries with slowed growth.

Digital marketing and high-volume recruiting can inspire people through stories that prompt them to follow a page, listen to a voice and then remember those stories when they are deciding on their next career move. iQor’s #iQorianStories highlight individuals seeking quality employment in a professional services environment and how these opportunities helped transform their lives. This is a good example of using social media to generate a larger talent pool than you would have access to simply by posting a job announcement on a talent board.

What Max Does for Fun

Pandemic life has rooted Max in front of the webcam for hours on end. As soon as he switches off the camera, he likes to go out and exercise in the fresh air. He used to exercise two to three times a week. As COVID changed the nature of his work environment, he ramped up his exercise routine and now participates in sports every day. When he’s not swimming, he’s playing squash which better equips him for ongoing video calls. Squash is his favorite–providing an outlet for him to scream, hit balls, and let it all out!

Learn more about iQor’s digital customer experience capabilities.

Ep. 31 The Power of Coaching in Building Employee Loyalty

This week’s guest is Ingrid Ceballos. Ingrid has an impressive 16-year career journey at iQor, personifying employee loyalty and the coaching culture that makes iQor a leading employer in the BPO industry. She began her career with iQor as a call center agent and progressed through different roles as a direct benefit from the coaching she received and accepted throughout her tenure. Today she runs the iQor center in South Florida. Her scope of responsibility includes guiding more than 100 work-in-office and work-at-home employees’ performance and well-being as well as P&L responsibility for a client customer-care program. In this episode, we discuss the role that coaching has played in her career journey and the role coaching still plays for Ingrid as the Director of Operations at her site. 

Ingrid’s career at iQor began sixteen years ago as a call center agent. She enjoyed talking to customers from around the country and excelled at building customer loyalty by responding to their needs. Her talents were quickly recognized, and she was promoted to senior agent. In that role, she was responsible for supporting fellow employees with complex customer service situations, improving employee performance and loyalty. Her journey continued along a career path that led her to serve as a call center supervisor and as a member of the training and quality departments. Her well-rounded experience in all facets of managing the success of contact center agents and cultivating engaged employees led her to advance to her current position.

Director of Operations in South Florida

As Director of Operations in South Florida Ingrid has to understand the client’s products, how they message in the market, and what the customer expectations are as well as many other characteristics of the client’s go-to-market strategy. She runs the day-to-day operations of her center based on the iQorian values she embodies. She ensures that the client’s KPIs are met to achieve the client’s goals and objectives. She also places a high priority on supporting her fellow iQor employees, improving their engagement, loyalty, and performance. She refers to her team as her work family, a sentiment that carries over in all that she does for her employees.

Leadership Perspective

Ingrid’s leadership perspective is shaped by her tenure and education. Her strategies extend beyond managing results to include supporting the foundational elements that make success possible. She views herself as having three client categories: 1) the iQor client whose customer-care program she oversees, 2) iQor (her employer), and 3) her team of employees (agents, supervisors, trainers, etc.). She maintains this perspective in all her decision making.

Coaching has played a significant role in Ingrid’s career development and advancement. In fact, she attributes the coaching culture at iQor to being the most influential factor in employee loyalty as well as her own career advancement. She sees it as an essential component to growth in any career, from iQor to professional sports.

Ingrid expresses gratitude for all the team members that coached her during her formative years. She considers them a mix of helpers, mentors, and teachers. She vividly recalls how valuable coaching was during her time as a call center agent, guiding her on how to provide superior service on customer calls. She relied on the advice she received with an open mind and implemented it in her work. Not surprisingly, her leadership style exemplifies her mission to ensure that all agents have coaches available to them to provide balanced feedback. Indeed her track record shows that coaching supports employee development and sustains strong employee engagement, loyalty, and retention.

To this end, Ingrid’s commitment to continually strengthen her ability to best support her clients prompted her to complete external leadership development training and participate in iQor’s leadership development program to develop her coaching skills. She celebrates when employees on her team get promoted–a direct benefit of the coaching they received on their own journey. She acknowledges how coaching can help those around her in their own career advancement.

Digital Technology to Support the Power of Coaching

Ingrid revels in the role that coaching technology plays in performance management, providing real-time information and analytics to help supervisors coach employees on the frontlines of customer service for iQor’s client programs. iQor’s speech analytics technology – VALDI – enables supervisors to listen to agents’ calls and study the words that were used along with the tone of the conversation. VALDI provides insight to help coaches better understand how words are being used when resolving customer concerns. It empowers coaches with timely data to inform and guide their coaching conversations with their employees, playing into individual strengths and areas for improvement. These coaching tools and strategies directly benefit employee engagement and loyalty.

Coaching for Education and Growth

Committed to lifelong learning and growth, Ingrid has earned three college degrees during her 16-year career with iQor. The company culture and human resources initiatives at iQor provided a multitude of support to Ingrid over the eight years it took to complete her degrees. Her internal coaches guided her to find balance between school and work. Through this, she was able to adjust her schedule so she could continue working while taking classes in the mornings and evenings. Moreover, iQor’s tuition reimbursement program provided great assistance to Ingrid throughout her eight-year education journey.

Reflecting on her own growth and opportunities, Ingrid encourages iQorians to embrace and implement feedback in their own career journeys. She says that feedback is a well-intentioned gift that opens the door to opportunity. She recommends taking action on feedback that is received consistently, pointing out that if feedback is provided more than once on a particular topic, it probably has merit and should be acted upon. On the flip side, she also encourages leaders to mentor others to become a better version of themselves. Through teamwork the possibilities are endless.

What Ingrid Does for Fun

When Ingrid is not working, she enjoys the meditative nature of planting cacti and watching them grow. She considers herself a foodie and has embraced her inner-chef during pandemic times, experimenting with different recipes. She also enjoys playing with her four-year-old son.

Learn more about iQor digital customer experience capabilities.

Ep. 30 How iQor Launches a New Customer Program Implementation

Project Managers Are Focused on Our Customer’s Success  

This week’s guest is Maribel De Leon, Sr. Director Customer Integration Team. Maribel has an extensive background in the BPO industry, most notably in project management, which is the heartbeat of a BPO business. She has been a project manager (PM) and now as the Sr. Director of the Customer Integration Team, she leads the team of PMs. In this episode, we discuss what new customer implementations look like, the role of the PM, and most importantly how they ensure success for our clients. 

Maribel has nearly 20 years of experience in the BPO industry. She was a project manager for several years, where she honed her customer implementation skills. Her experience is very valuable and as such, she was very instrumental in building the new customer implementation process at iQor.  

The focus of each PM is to execute the client’s vision to ensure the client’s success. On each new client kick-off call, the PM asks the client to articulate what defines customer success in the customer experience program we’ll be managing. These conversations extend beyond what is written in the statement of work (SOW). These kickoff calls include all key stakeholders from the client and from iQor including representatives from workforce management, training, operations, IT, legal, and sales. This conversation allows the entire iQor team to gain a deep understanding of the client’s goals and the resources needed to achieve them. 

New Client Program Implementation 

When a PM is kicking off a client program, it could be a new customer care program for an existing client who is expanding their use of our outsourced customer experience services, or it could be for a new client just getting started with iQor. Maribel says the process does not change much in either case. When it is an existing client, the PM is the same individual to maintain continuity with relationships and familiarity with the client’s business. During the kickoff call, the scope of the program is discussed in detail. PMs regularly leverage their previous experience in disciplines such as HR, Operations, or IT to discuss solutions that may include tools and technologies such as a self-service IVR or some other form of intelligent automation. She cited an example of a client for whom we are building a custom CRM solution. PMs recognize when there is a need that can be addressed by a digital solution within our portfolio and raise a discussion about it.  

Whatever it Takes Collaboration Mindset 

Sometimes a client has unique circumstances that call for a unique collaboration between us. Maribel shared an example of a client who was transitioning to iQor from another BPO. The client asked iQor to project manage the transition. The iQor PM assumed dual responsibilities including managing the new client project as well as the transition of activities from the incumbent to iQor, which the client appreciated as above and beyond collaboration.  

Maribel shared another example of a client who launched a new healthcare offering that is in high demand which needed a lot of customer service out of the gate with the initial launch of their offering. Within 72 hours of the launch in the summer of 2021, the iQor customer implementation team launched with 75 customer care agents to handle the demand. Since the initial launch, their offering has been well received, creating more demand for customer support staff resulting in an expansion to more than 500 call center agents on the frontline responding to customer interactions. The success of this program is attributed to the collaboration between the PMs, the Ops team, and the client.  

Leading Project Managers 

Maribel’s extensive project management experience and deep knowledge of new customer implementation processes guide her to lead the PMs on her team with a consistent focus on helping the client achieve their goals. The client’s success is always the main focus of the PM beginning with the kickoff call. PMs collaborate with the operations team to deliver on the client’s KPIs drawing on their own background in HR, IT, etc., to meet the client’s expectations. Additionally, PMs are always advocating for the client to help meet their customer experience goals.  

What Maribel Does for Fun  

Maribel spends a lot of time with her two sons on the soccer field and basketball courts, which she enjoys greatly. She also has rekindled her love of knitting during the pandemic. She says it’s a terrific way to unwind.  

Learn more about iQor digital customer experience capabilities.

Ep. 29 Digital Transformation Starts with Customer Experience

Your Customer is on Their Own Digital Transformation Journey

This week’s guest is Howard Tiersky, Wall Street Journal best-selling author and founder and CEO of FROM, The Digital Transformation Agency. His latest book is Winning Digital Customers – The Antidote to Irrelevance.  IDG says that Howard is “One of The Top 10 Digital Transformation Influencers to Follow Today.” The Digitally Irresistible podcast is focused on the integration of digital technology and customer experience. Hence, this episode features Howard’s thought leadership on the premise that digital transformation starts with customer experience.

Howard began his career in theater and quickly got involved in the technology side of production. He became immersed in it and soon found himself consulting for businesses in the 1990s on digital strategies. Over the last twenty years, he has consulted with companies such as Airbus, GE, GM, Office Depot, NBC, JP Morgan Chase, Morgan Stanley, and others guiding them in their digital transformation strategy.

Howard says that today’s most successful companies are aligned with their customer’s digital transformation. He observes this across several industries in his client base with patterns common across large enterprises that are challenged in driving transformation.

A Proven Approach to Digital Transformation

Howard says his approach is not the only approach to successful digital transformation, but it is proven to work. It starts with a binary perspective of the challenge.  

The first layer starts with understanding that your customer is undergoing a digital transformation of their own. All consumers have an increasingly digital lifestyle. We shop, plan vacations, and connect with friends digitally.

The other layer is internal. Every business needs to know how to transform to stay relevant to the customer. About fifteen years ago, Sears was the number one retailer in the U.S., representing 1% of GDP. Today Sears has just a few hundred stores compared to more than 30,000 stores in the height of their glory. Sears didn’t adapt to the changing behavior of their customer fast enough. This layer is about understanding how to be more relevant to your customer. That’s why the subtitle of his book is The Antidote to Irrelevance.

What is Meant by The Customer Experience?

The customer experience is everything the customer experiences when they interact with your brand. It starts with your marketing. Customers see your ads, pass by your store, hear about you from a friend, read a review, and use your website or your mobile app. Everything a customer does in the context of your product or service gives them a reason to interact. The entire customer journey is often made up of many touchpoints, some of which you can control and some you cannot. Howard says that improving the customer experience is the single most important thing any business can do to impact success.

Omnichannel Customer Experience

We know the biggest trend in customer experience is the use of digital channels to interact with the brands they buy from, often referred to as the omnichannel customer experience. Howard’s book explains the “strategic customer experience model.”

The model enables executives to architect the customer experience in a manner that explains why it’s important to the business to get the funding needed to deliver ROI in CX. It explains how the customer experience delivers business results.

The model answers the question what difference does customer experience make to the business? Start by looking at your company’s revenue and profit goals. Then, examine what are the causes of the results? Consider how we can get customers to behave the way we want them to behave to create the results we seek.  

The Psychology of Customer Behavior

Customer behavior is driven by the same two things that drive human behavior: thoughts and feelings. We’re all consumers. We think we need a product to meet a need and we consider how it makes us feel when the need is met. The business strategy tied to this psychology is to determine what are the thoughts and feelings our customers have that influence their behavior with our business?

If you can create experiences that produce the thoughts and feelings which result in the behavior that results in the purchase outcome we seek, we stay relevant with the customer and enjoy success. For example, homeowners need insurance to protect against catastrophic events such as fire or inclement weather. A common feeling associated with a homeowner’s insurance policy is peace of mind.

It takes research to determine the thoughts and feelings of your customer. For example, if you’re a provider of homeowner’s insurance, research what thoughts people have about companies in this space. Research what emotions they feel when planning to purchase homeowner’s insurance. Once you have completed research, the creative process begins to produce ideas to influence those thoughts and feelings and test them to learn how they impact the customer’s behavior.

When the people who make these decisions determine which touchpoints influence the customer’s behavior this insight has the potential to drive the desired business results.

Maximizing the Opportunity

Your customer research should also help you understand where the customer experiences friction in their journey with your brand. It’s critical that stakeholders internalize the importance of customer experience to achieve the company’s goals. Embracing proven practices such as design thinking and agile dev-ops can enable companies to go from understanding customer behavior to creating the kind of experiences that customers desire. New ideas should be tested.

Howard points out that companies are made up of people and they need to have the right people on board through good hiring and training on practices such as services-based architecture, design thinking, and agile dev-ops.

Howard’s book: Winning Digital Customers – The Antidote to Irrelevance is available wherever you buy books. You can download a free chapter at his website: https://winningdigitalcustomers.com/

Howard’s Passion for Scuba Diving

What Howard does for fun is adventurous. He is an avid scuba diver. He has five kids, most of whom follow in his footsteps. His 19-year-old is certified and has traveled the world with him to explore deep waters. He describes scuba diving as “flying underwater.” That’s a transformative experience of its own.  

Learn more about iQor’s digital customer experience capabilities.