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Professional Services Agents
Talent Recruitment Assistant
Medium Complexity
Talent Recruitment Assistant
Medium ComplexityResponsibilities
- ● Screen resumes against job requirements
- ● Schedule candidate interviews with hiring managers
- ● Parsed Resumes to be present inside SF ideally as objects
- ● Job posting with Job description present
- ● Well known criterions for selection/rejection
Knowledge Management Bot
Low Complexity
Knowledge Management Bot
Low ComplexityResponsibilities
- ● Index and retrieve firm methodologies and best practices
- ● Answer questions about company policies and procedures
- ● Suggest relevant resources based on project needs
- ● Data Cloud License
- ● Best Practices, Policies, Procedure docs to be present already
- ● Top queries to improve the accuracy of retrieval
Professional Services SDR Agent
High Complexity
Professional Services SDR Agent
High ComplexityResponsibilities
- ● Qualify prospects based on email engagement, executed by the SDR Agent
- ● Schedule consultations between qualified prospects and Subject Matter Experts
- ● Auto-update prospect records in professional services CRM systems
- ● User preferences and criterions to be present in SF
- ● Criterion to qualify lead is pre-defined/known
- ● Knowledge base to answer basic user queries to qualify them
Client Support Coordinator
High Complexity
Client Support Coordinator
High ComplexityResponsibilities
- ● Verify client identity through secure authentication
- ● Provide project status updates and milestone tracking
- ● Schedule meetings with appropriate team members based on request type
- ● Process time and expense reporting queries and issues
- ● Project status & milestones information to be present in SF
- ● SF should be the source of truth for account information
- ● Pre-existing API/way to authenticate user (if apart from OTP) or availability of a third party system like OTP less for OTP gen and verification