Lead Customer Service, Seasonal
HrblockAbout the Role
The Seasonal Lead, Expert Help Chat is responsible for leading, developing, and supporting a team of Tier 1 and/or Tier 2 virtual tax agents to deliver high-quality client service during the tax season. This role drives operational performance through coaching, real-time support, and data-driven decision-making while ensuring alignment to organizational goals, service standards, and engagement initiatives.
Day to day, you’ll…
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- Lead and develop a team of seasonal Tier 1 and Tier 2 agents, including daily oversight, engagement, and accountability
- Provide coaching through 1:1s, real-time feedback, and team huddles to improve performance and drive results
- Monitor and manage performance metrics (AHT, Quality, SAT/CSAT, adherence) and implement targeted improvement plans
- Interview, hire, onboard, and train seasonal agents
- Oversee daily operations including attendance, scheduling, and queue support to ensure service levels are met
- Troubleshoot technical, process, and system-related issues impacting agents or workflow
- Provide escalation support and limited direct client chat support as needed
- Maintain documentation of coaching, performance trends, and operational insights to inform decision-making
Required Qualifications
- Prior experience in a client-facing or operations role
- Demonstrated ability to coach, support, or mentor others
- Strong communication and interpersonal skills
- Ability to work in a fast-paced, metrics-driven environment
Preferred Qualifications
- Prior experience in a client-facing or operations role
- Demonstrated ability to coach, support, or mentor others
- Strong communication and interpersonal skills
- Ability to work in a fast-paced, metrics-driven environment