Demo

Specialist Customer Care - Projects

Convera
Santa Ana, CA Other
POSTED ON 4/15/2026
AVAILABLE BEFORE 5/14/2026

The Specialist Customer Care - Projects is an experienced individual contributor who supports and delivers operational and cross-functional initiatives within Customer Care. This role applies strong functional knowledge, analytical capability, and structured execution skills to resolve defined problems, improve processes, and support change initiatives aligned to team and project objectives. Working with guidance from leadership and senior specialists, the role contributes to solution development, implementation, and adoption across customer support operations.

Key ResponsibilitiesFunctional Expertise & SME Support

Maintain solid functional knowledge of Customer Care processes through regular Business-as-Usual (BAU) participation. Execute core tasks proficiently and support knowledge sharing within the team. Assist Supervisors and Managers by providing input on process impacts, risks, and improvement opportunities. Represent the function in project discussions with an understanding of operational workflows and regional considerations.

Project Execution & Change Support

Support the planning and execution of projects and initiatives by completing assigned workstreams and deliverables. Contribute to problem analysis, impact assessments, and solution documentation using established methodologies. Participate in cross-functional meetings and workshops, escalating risks and issues as needed. Support change management activities by following defined plans and timelines.

Workforce Analytics & Reporting

Analyze workforce and operational metrics such as staffing versus demand, forecast accuracy, and performance trends. Prepare reports and dashboards to support team and project-level decisions. Identify data patterns and provide recommendations for incremental improvements under the guidance of senior team members.

Implementation, Training & Documentation

Support the rollout of new processes, tools, and initiatives within Customer Care teams. Partner with Training to help develop and update learning materials. Participate in User Acceptance Testing (UAT) activities, including test execution and feedback collection. Maintain and update SOPs and process documentation to reflect approved changes.

Collaboration & Communication

Collaborate effectively with peers, supervisors, and cross-functional partners. Communicate progress, findings, and issues clearly to project leads and stakeholders. Adapt communication style to support cooperation and shared understanding within defined project and team contexts.

Experience & Qualifications

Bachelor's degree with 2-4 years of relevant experience, or equivalent professional experience. Experience within Customer Support, Operations, or a contact center environment preferred. Strong analytical skills, including intermediate to advanced Excel capability, and experience working with reports or dashboards. Demonstrated ability to follow structured project plans, manage multiple tasks, and collaborate effectively in a team-based environment.

Core Competencies
  • Proficient functional and process knowledge
    Structured execution and task management
    Analytical thinking and reporting
    Change support and adaptability
    Clear team-level communication
    Continuous improvement mindset

About Convera

Convera is the largest non-bank B2B cross-border payments company in the world. Formerly Western Union Business Solutions, we leverage decades of industry expertise and technology-led payment solutions to deliver smarter money movements to our customers - helping them capture more value with every transaction. Convera serves more than 30,000 customers ranging from small business owners to enterprise treasurers, educational institutions, financial institutions, law firms, and NGOs.

Our teams care deeply about the value we bring to our customers, making Convera a rewarding workplace. This is an exciting time for our organization as we build our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.

As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.

We offer an abundance of competitive perks and benefits including:

  • Market competitive salary.
  • Great career growth and development opportunities in a global organization.
  • Hybrid schedule with 2 in the office per week.
  • Generous insurance (health, disability, life).
  • Paid holidays, time-off, and leave policies for life events (maternity, paternity, adoption).
  • Paid volunteering opportunities (5 days per year).
  • This position follows a shift window from 6:00am-6:00pm Monday to Friday.

Apply now if you're ready to unleash your potential.

 

 

El Especialista en Atencion al Cliente - Proyectos es un colaborador individual con experiencia que apoya y ejecuta iniciativas operativas y transversales dentro del area de Atencion al Cliente. Este rol aplica un solido conocimiento funcional, capacidad analitica y habilidades de ejecucion estructurada para resolver problemas definidos, mejorar procesos y apoyar iniciativas de cambio alineadas con los objetivos del equipo y de los proyectos. Trabajando con la guia del liderazgo y de especialistas senior, el rol contribuye al desarrollo de soluciones, su implementacion y adopcion en las operaciones de soporte al cliente.

Responsabilidades Clave

Experiencia Funcional y Soporte como SME (Experto en la Materia)

  • Mantener un solido conocimiento funcional de los procesos de Atencion al Cliente mediante la participacion regular en actividades de operacion diaria (Business-as-Usual - BAU).
  • Ejecutar tareas clave de manera competente y apoyar el intercambio de conocimientos dentro del equipo.
  • Asistir a Supervisores y Gerentes proporcionando aportes sobre impactos en procesos, riesgos y oportunidades de mejora.
  • Representar a la funcion en discusiones de proyectos con comprension de los flujos operativos y consideraciones regionales.

Ejecucion de Proyectos y Soporte al Cambio

  • Apoyar la planificacion y ejecucion de proyectos e iniciativas mediante la realizacion de los flujos de trabajo y entregables asignados.
  • Contribuir al analisis de problemas, evaluaciones de impacto y documentacion de soluciones utilizando metodologias establecidas.
  • Participar en reuniones y talleres interfuncionales, escalando riesgos y problemas segun sea necesario.
  • Apoyar las actividades de gestion del cambio siguiendo los planes y cronogramas definidos.

Analitica de Fuerza Laboral y Reportes

  • Analizar metricas de fuerza laboral y operativas, como dotacion versus demanda, precision de pronosticos y tendencias de desempeno.
  • Preparar reportes y tableros para respaldar la toma de decisiones a nivel de equipo y de proyecto.
  • Identificar patrones en los datos y proporcionar recomendaciones para mejoras incrementales bajo la guia de miembros senior del equipo.

Implementacion, Capacitacion y Documentacion

  • Apoyar el despliegue de nuevos procesos, herramientas e iniciativas dentro de los equipos de Atencion al Cliente.
  • Colaborar con el area de Capacitacion para ayudar en el desarrollo y actualizacion de materiales de aprendizaje.
  • Participar en actividades de Pruebas de Aceptacion de Usuario (UAT), incluyendo la ejecucion de pruebas y la recopilacion de retroalimentacion.
  • Mantener y actualizar los Procedimientos Operativos Estandar (SOPs) y la documentacion de procesos para reflejar los cambios aprobados.

Colaboracion y Comunicacion

  • Colaborar eficazmente con pares, supervisores y socios interfuncionales.
  • Comunicar claramente el progreso, hallazgos y problemas a los lideres de proyecto y stakeholders.
  • Adaptar el estilo de comunicacion para fomentar la cooperacion y el entendimiento compartido dentro de los contextos definidos de proyecto y equipo.
Experiencia y Calificaciones
  • Titulo universitario con 2-4 anos de experiencia relevante, o experiencia profesional equivalente.
  • Experiencia previa en Soporte al Cliente, Operaciones o entornos de centros de contacto (contact center) es preferida.
  • Solidas habilidades analiticas, incluyendo dominio intermedio a avanzado de Excel, y experiencia trabajando con reportes o tableros.
  • Capacidad demostrada para seguir planes de proyecto estructurados, gestionar multiples tareas y colaborar eficazmente en entornos de trabajo en equipo.

Competencias Clave

  • Conocimiento funcional y de procesos
  • Ejecucion estructurada y gestion de tareas
  • Pensamiento analitico y elaboracion de reportes
  • Soporte al cambio y adaptabilidad
  • Comunicacion clara a nivel de equipo
  • Mentalidad de mejora continua

Sobre Convera

Convera es la empresa B2B de pagos transfronterizos no bancaria mas grande del mundo. Anteriormente conocida como Western Union Business Solutions, aprovechamos decadas de experiencia en la industria y soluciones de pago impulsadas por tecnologia para ofrecer movimientos de dinero mas inteligentes a nuestros clientes, ayudandoles a capturar mayor valor en cada transaccion. Convera atiende a mas de 30.000 clientes, que van desde pequenos empresarios hasta tesoreros corporativos, instituciones educativas, instituciones financieras, firmas legales y ONG.

Nuestros equipos se preocupan profundamente por el valor que brindamos a nuestros clientes, lo que hace de Convera un lugar de trabajo gratificante. Este es un momento emocionante para nuestra organizacion, ya que estamos construyendo un equipo con mentalidad de crecimiento, orientacion a resultados y ganas de avanzar rapidamente en un entorno innovador.

Como empresa verdaderamente global, con empleados en mas de 20 paises, somos apasionados por la diversidad; buscamos y celebramos personas de distintos origenes, estilos de vida y puntos de vista unicos. Queremos trabajar con el mejor talento y asegurar que fomentamos una cultura de inclusion y pertenencia.

Beneficios

Ofrecemos una amplia gama de beneficios competitivos, que incluyen: Salario competitivo acorde al mercado.
Excelentes oportunidades de crecimiento y desarrollo profesional en una organizacion global.
Modalidad hibrida con 2 dias presenciales por semana.
Seguro generoso (salud, discapacidad, vida).
Feriados pagos, tiempo libre y politicas de licencia por eventos de vida (maternidad, paternidad, adopcion).
Oportunidades de voluntariado pagadas (5 dias por ano).
Este puesto opera bajo una franja horaria de 6:00 a. m. a 6:00 p. m., de lunes a viernes.

Aplica ahora si estas listo/a para liberar tu potencial.

 

Hourly Wage Estimation for Specialist Customer Care - Projects in Santa Ana, CA
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