Logo
Logo

Professional Services Agents

Talent Recruitment Assistant

Medium Complexity

Responsibilities

  • ● 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

Responsibilities

  • ● 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

Responsibilities

  • ● 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

Responsibilities

  • ● 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