Customer Advocate

We need quality communicators who care about relationships to assist our already existing customers use our intuitive software marketing tools to help them succeed. This is NOT a sales role.

Hearsay Systems is the leading enterprise cloud company offering sophisticated client engagement products to companies within the financial services vertical. Our tools provide financial firms & advisors digital marketing tools with automated workflows and advanced AI that allow them to more easily develop and foster personalized relationships with their existing clients and prospects at scale.

Come join the team and help us modernize the advisor-client experience. We have built a Financial Advisor Outreach Team that is at the heart of driving the Advisor’s experience with our products. We truly enjoy helping make our customers successful and are looking for creative and resourceful people who share this goal .

About Hearsay Systems

Founded in 2009, Hearsay Systems is the global leader in digital client engagement for financial services, trusted by leading financial firms including BlackRock, Charles Schwab, and New York Life. Our platform empowers over 260,000 advisors and agents to compliantly scale personalized customer engagements across social media (Facebook, LinkedIn, X, Instagram), websites, text, and voice.

In August 2024, Yext (NYSE: YEXT) completed its acquisition of Hearsay Systems--combining its industry-leading digital presence management platform with Hearsay Systems’ compliant engagement solutions across social media, websites, text, and voice. Now, brands will be empowered to manage all digital channels and touchpoints throughout the customer journey—from one single platform.

With globally distributed teams in North America, Europe and Asia, we are a tight-knit, dedicated team that passionately believes in our products, people, and culture.

About the role:

• Take a hands on approach to drive end user engagement of product features through education/training
• Manage your own set of contacts and be responsible for driving their product usage (from start to finish you own the relationship!)
• Collaborate with your team to share best practices on what’s working and not working
• Proactively identify solutions to questions you anticipate our customers having in each interaction
• Act as a liaison between our customers and Hearsay Systems engineers on specific product issues
• Become an expert on how our customers use our product and serve as an internal voice of the customer with engineers, product managers, marketers and we continue to build Hearsay's products
• You will coach the customers on the value of Hearsay products
• You will become an expert of Hearsay Systems, providing a best in class service experience for our customers

About You:

• At least 1-2 years of relevant customer service/support experience
• Excellent teammate with a positive attitude and a strong sense of self-direction
• Proactive - are willing to pick up the phone and initiate conversations, ask questions and be an active listener
• Unafraid to take action, even if it means you make mistakes periodically
• Resourceful and creative
• Clear communication
• Strong handle of spoken and written English to communicate effectively and clearly
• Persuasive - people trust you and are willing to act on your suggestions
• A general interest in finance/personal investing (experience in financial services a plus)
• Basic understanding of social media, texting and other channels of communication
• Amenable to working between 9:00PM to 9:00AM Manila Time

Our commitment to diversity and inclusion: Hearsay values and welcomes diversity in all forms. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We encourage all qualified individuals to apply. If you need assistance, or a reasonable accommodation during the application and interview process, please contact us at: [email protected].