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Call Center Jobs Series

The Call Center Jobs tutorial series includes topics ranging from "What is a call center?" to "What questions will they ask me at the interview?" This series will help prospective employees understand the call center industry, know where to go to find a call center job and help them prepare for an  interview. Module 1 of the series covers the basics of a call center. Module 2 in the series will talk more about the types of jobs available in the call center industry, the roles and responsibilities and how to find these jobs. Module 3 will help you prepare for an interview.

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Module 2 - Types of jobs in a call center
 

This module presents the most common jobs in a call center including the roles and responsibilities for these jobs. Industry-specific jobs are not included in this tutorial (e.g. health claim specialist). The roles and skills listed in this tutorial are general in nature. Each call center will have additional specific requirements. The job titles included in this tutorial are:
  • customer service representative
  • supervisor or team leader
  • training manager
  • training delivery
  • workforce scheduler
  • quality monitoring or quality assurance team member
  • business analyst (reporting and financials)
  • process specialist
  • human resource (hiring and recruiting)
  • information technology
  • call center manager or director

Title: Customer service representative

Role: Direct interaction with customers both inbound and outbound via telephone, email, text chat, mail and fax; includes transaction processing using a computer.

Skills: Customer service, communications (voice quality, grammar, and articulation), listening, computer and keyboarding, writing, interpersonal (people skills), multi-tasking, conflict management and telephone etiquette; sales skills needed for some call centers.

Previous experience: may look for applicants with prior customer service or call center experience but is often an entry-level position.


Title: Supervisor

Role: Support customer service representative in groups ranging from 3 to 20 employees, help agents create professional development plans, communicate call center activities and plans to agents, participate in special projects, monitor calls and provide feedback or corrective action to agents, measure employee performance, support the interviewing process for new hires, assist with difficult contacts, manage attendance and schedules for employees and work with the leadership team on budget and strategy issues.

Skills: management and leadership, data analysis, communications, coaching, professional development, and listening.

Previous experience: call center and/or prior coaching experience


Title: Training manager

Role: manage the development and delivery of training for the call center including curriculum development, training development and training delivery; manage the training group including instructors; manage any outside contractor services for training; coordinate training facilities, develop long-term training strategy including ongoing needs assessment and feedback from quality monitoring processes; coach and develop the training group including developers and instructors.

Skills: training, curriculum development, management and leadership, data analysis, communications, coaching, professional development, and listening.

Previous experience: training or education background, call center experience and coaching experience


Title: Training delivery

Role: deliver training classes to customer service representatives, assess feedback, assist in curriculum development and support to training development team, provide logistical coordination for training classes

Skills: training delivery, communications and public speaking, interpersonal (people-skills) and facilitation; understands adult learning processes.

Previous experience: training or education background, call center  and teaching experience.


Title: Training development

Role: conduct training needs assessment, develop overall curriculum,  develop training classes and course materials, analyze  training effectiveness and implement corrective action to address performance gaps.

Skills: training development, communications, understanding of adult learning processes, knowledge of training delivery techniques and alternate training channels including web, video and computer-based training (CBT).

Previous experience: training or education background, call center  experience, prior work in training and curriculum development.


Title: Workforce scheduler

Role: Forecast contact volumes and staffing needs, schedule employees in the call center based on work load, staffing requirements for new hires, analysis of trend data, real time schedule adjustments; account for absent or sick employees and peaks in contact volume.

Skills: knowledge and application of workforce scheduling software and staffing models, data gathering and trend analysis including application of spreadsheet software like MS Excel, statistical analysis, graphing, data presentation, communications, team presentations and public-speaking skills.

Previous experience: often requires prior call center experience in workforce management


Title: Quality monitoring or quality assurance team

Role: monitor agent contacts to ensure quality customer service and compliance with call center procedures for call handling; provide call performance feedback and trend data to coaches and/or agents, the training group and the hiring manager.

Skills: listening, data analysis, objective scoring, communications, trend and pattern analysis and data presentations.

Previous experience: often requires prior call center experience as a customer service representative or supervisor.


Title: Business analyst

Role: conduct overall performance and financial analysis for all aspects of call center operations including data analysis, trend analysis, graphing, presentation development and delivery; assist with strategy development with the leadership team of the call center; help prioritize special improvement projects for call center operations.

Skills: data and trend analysis, presentation development including high-end database and spreadsheet applications, communications, public speaking, strategy development.

Previous experience: requires extensive call center work experience or consultative background.


Title: Process specialist

Role: Document, measure and improve business and contact handling processes in the call center; apply quality improvement techniques to create environment of continuous quality improvement; measure customer satisfaction, conduct root cause analysis for performance issues and implement solutions; initiate and manage strategic projects for the call center including work with groups outside the center.

Skills: Background in quality and process improvement, excellent communication skills, presentation preparation including use of spreadsheet and presentation software applications like MS Powerpoint, facilitation skills, conflict management, and interpersonal (people skills).

Previous experience: requires background in quality and process improvement (TQM, Six Sigma, BPR) and project management; call center work experience preferred.


Title: Hiring manager

Role: manage the hiring and retention process for the call center including advertising, recruiting, screening, interviewing, employee orientation, employee terminations, employee advancement and exit interviews.

Skills: excellent communication and people skills combined with knowledge of HR policies and procedures including legal issues surrounding employment law.

Previous experience: background or education in human resources and call center experience


Title: Information technology

Role: ranges from IT support to advanced customized software application development and system integration; network management and design; ongoing moves and adds, and system maintenance (desktop computers and telephones)

Skills:hardware and software application knowledge, programming skills, network design and network management knowledge, communication and interpersonal skills

Previous experience: requires education and training in desired IT field; call center knowledge or experience preferred.


Title: Call center manager or director

Role: manage the day-to-day operations for the call center including financial budgets, operations, communications, coaching and development of call center supervisors and managers, strategic planning for the call center; set operational goals and performance objectives, monitor and improve call center performance with other departments or divisions within the company; conduct interactions and regular communications outside of the call center; manage all call center support functions including training, QA, hiring, IT support and process improvement.

Skills: leadership and management, coaching and communication skills, facilitation and conflict resolution, strategic planning, financial analysis and budgets

Previous experience: extensive call center experience and coaching or management experience


Coming up next in the series - Finding a job in the call center industry

 

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