Skills Assessment Library

Implementation Specialists handle the configuration and onboarding of new customers. They are one of the first people the customer interacts with after they have agreed to purchase a product or service and therefore are crucial to the customer-business relationship. Implementation Consultants ensure the customer is set-up with the knowledge and tools to succeed and do so by providing a roadmap of the implementation process, meeting agreed timelines, communicating frequently and clearly, as well as handling the technical configuration.

• Project Management
• Organization
• Adaptability

Support Team Leads are in charge of supervising a customer support team. They are responsible for motivating and leading the team, they assist with customer support to resolve complaints, answer questions, and work to improve team performance and drive efficiency and organisational goals. This assessment contains 9 questions that test the candidate’s ability to utilise organisational skills and encourage their team to adopt these skills, communicate effectively and efficiently with their team members, and display leadership qualities to motivate their team.

• Communication
• Leadership
• Organization

A CX Agent, or customer experience specialist, are responsible for keeping track of multiple stages of the customer journey, interacting with customers across differing channels/platforms, and coordinating with internal stakeholders to ensure a smooth customer experience. They listen to and take on customer feedback, liaise with clients (via email and phone) collect data around processes, and liaise internally to continually work on and improve company processes. This assessment contains 9 questions that test the candidate’s organization skills, ability to actively listen to client needs and feedback, and their attention to detail.

• Attention To Detail
• Organization
• Active Listening

Implementation Consultants handle the configuration and onboarding of new customers. They are one of the first people the customer interacts with after they have agreed to purchase a product or service and therefore are crucial to the customer-business relationship. Implementation Consultants ensure the customer is set-up with the knowledge and tools to succeed and do so by providing a roadmap of the implementation process, meeting agreed timelines, communicating frequently and clearly, as well as handling the technical configuration.

• Project Management
• Organization
• Influence

Relationship Managers are responsible for maintaining connections with clients and partners. While managing existing relationships to ensure products and services continue to meet expectations, Relationship Managers will also seek opportunities to further drive sales within their account portfolio. They must be highly skilled within communication management and demonstrate ability to work cross-functionally with other departments in the business to improve organisational procedures and customer satisfaction. This assessment contains 9 questions that test the candidate’s ability to manage relationships in an organised way and adapt to maintain successful outcomes.

• Communication
• Organization
• Adaptability

A Customer Support Manager drives exceptional service for customers, supporting them across all queries, technical incidents or other issues that arise. They may be in charge of leading and developing a team of customer support agents to also provide assistance, resolution and drive outcome-orientated results for customers, promoting customer satisfaction with every interaction. Customer Support is a vital part of the customer relationship building process and Managers need to have strong communication skills, be resolution oriented and people focused.

• Communication
• Leadership
• Organization

Customer Success Managers are responsible for maintaining and growing ongoing relationships with customers. The CSM’s goals are to become a trusted advisor and to drive product adoption and growth through educating the customer on the value of the product and services available to them. The Customer Success Manager does this by sharing product knowledge, best practices, training material, and relevant industry use cases. They also analyse data available to provide insights, lead strategic conversations, and present to customer stakeholders and leadership.

• Leadership
• Organization
• Interpersonal Skills