Epic Hospital Billing | HB Consultant
Remote job
What you will find ...
100% REMOTE (12+ months)
PTO days + 401K (3% auto contribution)
top ranked hospital in the U.S.
What you will do ...
Epic Hospital Billing | HB build
Epic Hospital Billing | HB charging
Epic Hospital Billing | HB testing
understand cost centers assignment
Wish list ...
5+ years of Epic Hospital Billing | HB build
REQUIRED: Epic Hospital Billing | HB certification
REQUIRED: align with core PST hours
Epic Hospital Billing | HB Charging & Testing
cost centers assignment
Finance/Accounting - Billing Specialist
Remote job
Billing Specialist - Patient Financial Services (Remote)
📍
Rady Children's Hospital - San Diego (Remote Opportunity)
🕑
Day Shift | 5x8 | 8-Week Contract with Possible Extension
💼
Non-Clinical - Finance/Accounting
Position Overview
Rady Children's Hospital is seeking experienced Homecare Billing Specialists to support a temporary backlog project within the Patient Financial Services department. This fully remote role requires strong expertise in billing, collections, reimbursement review, and payor follow-up across commercial, government, and managed care accounts.
You will collaborate with leadership to ensure accurate billing, timely resolution of outstanding balances, and compliance with payor contract requirements. Professional written and verbal communication skills are essential.
Key Responsibilities
✅ Manage billing and collection activities for assigned accounts
✅ Review, interpret, and apply complex payor contract language
✅ Pursue accurate reimbursement and ensure payments due are collected
✅ Monitor and escalate payor issues to leadership as needed
✅ Conduct diligent follow-up using professional phone and written communications
✅ Utilize web resources and the Brightree system for account research
✅ Maintain accuracy and documentation standards in all workflows
Schedule & Work Environment
100% Remote (candidates may reside outside California)
Must be available to work an 8-hour shift between 6:00 AM - 4:30 PM PST
Start Date: November 10, 2025
8-week assignment with potential extension
Required Experience
✔ Minimum 3+ years Homecare Billing
✔ Experience with Brightree (required)
✔ 5+ years billing experience preferred
Compensation
💲 Competitive bill rates through MSP
🕘 All orientation hours billable
Compliance / Additional Details
Flu vaccine required (no exemptions)
Must meet onboarding deadlines (SSN, DOB verification, etc.)
Can only apply to one Rady unit at a time
Local candidates within 50 miles not accepted
Submission Questions
Applicants must confirm the following when applying:
1️⃣ Ability to work an 8-hour shift between 6:00 AM-4:30 PM PST
2️⃣ Total years of Homecare Billing experience
3️⃣ Years of Brightree system experience
Revenue Specialist - 243559
Remote job
🚨 We're Hiring! 🚨
💻 Remote Revenue Specialists I - With Monthly (1 day a month) Team Bonding Days Onsite! 🎉
📍
Federal Way, WA
| 💲
$20.67/hr
| ⏰
Schedule: 7:00am-3:30pm (First onsite day: 8:00-8:30am start)
Are you ready to join a mission-driven healthcare team that
puts people first
and
makes work FUN
?
🌟 We're looking for detail-oriented, compassionate professionals to become part of our Regional Revenue Team. This is a remote-first opportunity with one onsite day per month to bond with your awesome teammates, enjoy catered food, and relax in our vibrant workspace - complete with a gym, café, and basketball court! 🏀☕🧘 ♀️
🔍 What You'll Be Doing:
Verifying insurance coverage for patients with chronic conditions 🏥
Resolving payer issues and ensuring the correct order of insurance billing 🧾
Working in a fast-paced live work queue ⏱️
Making outbound calls and navigating insurance portals with confidence 📞💻
🧠 What You Bring:
✅ Basic healthcare insurance knowledge (billing, collections, or verifications)
✅ Strong computer skills (Excel, Outlook, Word)
✅ Excellent communication, attention to detail, and a can-do attitude
✅ Curiosity, adaptability, and a love for teamwork 🤝
🌈 Why You'll Love It Here:
💡
Work from home with all equipment provided
(dual monitors, headset, laptop)
🎁
Earn squirrel hours
- get rewarded with paid free time for strong performance 🐿️
💬
Monthly in-office Wednesdays
for team bonding, snacks, games, and more!
🏋️ ♀️
Modern office perks
- gym, café (30% off!), lounge areas, and no mask required onsite
📚 Award-winning training and tons of room to grow your career
🤝 A company culture centered around
community, integrity, and fun
🗓️ Schedule Info:
🕖 Regular Shift: 7:00am - 3:30pm, Monday-Friday
📍 First Onsite Day: Start between 8:00-8:30am for orientation & team welcome
🎉 One Wednesday a Month Onsite: Come in, connect, and celebrate with your team!
🎯 Let's Get Started:
Background check & drug screen (hair/oral swab - includes marijuana)
Bring your diploma or proof of education + previous employment docs
Quick video intro (just 2 questions!)
Commitment to interview within 24-48 hours
📅 Start Date: Early August - don't miss your spot!
🌎 Remote Excpet For Forst Day and 1 Day a Month For Fun Team Activities (highly encouraged!
💲 $20.67/hour + career growth + team perks
Ready to join a purpose-driven team that works hard and plays hard? 🎉 Apply now and let's make a difference together - one patient at a time. 💙
📅 You can also book time with me directly by clicking this link! snshqsc.co/L7FYn4
Client Access Specialist
Remote job
Job Title: Client Access Specialist
Department: Centralized Patient Access
Reports To: Client Access Manager
FLSA Status: non-Exempt
Client Access Specialists will provide exceptional customer service and knowledge of NSO's programs, services, and policies to assist callers with inquiries, requests, appointments, complaints, verifications, and problems. They must meet or exceed key performance metrics while handling a high volume of inbound calls in a fast-paced environment. Successful candidates must possess strong communication skills, time management, and organizational skills.
This position promotes the mission, vision, values and strategic plan of Neighborhood Service Organization and helps to achieve the strategic goals and objectives of the unit in an administrative capacity for specified NSO clinics.
Requirements and Duties
Answer high volume of phone calls, route, and respond appropriately
Schedule appointments for consumers
Confirm upcoming appointment times and reschedule if necessary
Monitor clinician calendars and schedule appointments
Perform insurance verification and confirm consumer demographic and contact information
Register new consumers in the electronic medical records system
Monitor for referrals and conduct follow up activities
Perform other clerical duties such as filing, photocopying, transcribing and faxing
Manage patient demographic and personal information.
Issue medical files to persons and agencies compliant to all NSO policies, state and federal laws, including HIPAA regulations.
Compile, verify, type, file medical records, correspondence, and reports
Update records upon receipt of new information
Assist with departmental / unit audits and investigations.
Distribute medical charts to the appropriate departments / units within NSO.
Maintain quality and accurate records by following NSO procedures.
Ensure consumer charts, paperwork and reports are completed in an accurate and timely manner.
Ensure all medical records are protected and kept confidential
Other duties as assigned.
Work Environment
Works in an office environment and uses a computer, telephone and other office equipment as needed, to perform duties.
The noise level in the work environment is typical of that of an office with occasional contact with consumers/patients.
Bends, stoops and reaches in order to file, search for and retrieve records and documents. Manual dexterity and regular fine-finger and hand/wrist motions are required for operating a keyboard, writing and filing.
Must be able to lift up to 15lbs on occasion
Seeing/vision, talking/speaking and listening/hearing are continuously required.
Frequently required to sit & stand during working hours Frequently required to sit, walk or drive.
Requirements
Qualifications:
Education : High School Diploma or equivalent
Minimum Required Experience 1-year minimum experience in a call center, administrative assistant, receptionist or related role
Additional Requirements
Proficiency in MS Office (Word, Excel, PowerPoint & Outlook)
Proficiency in electronic medical records systems
Ability to learn additional software
Proficiency in general office equipment (PC, printer/fax/copier, telephony system)
Proficiency in data entry, filing
Valid Michigan Driver's license/access to private transportation.
Required Skills/Abilities:
Excellent verbal and written communication skills.
Proficient in Microsoft Office Suite or related software.
Experience working remotely and proficient with software/tools related to remote work.
Experience working with data in all forms including electronic formats and databases.
Ability to interact with staff, students, parents, and visitors at school while remaining professional, polite, and courteous.
E.E.O.C. Statement
The above elements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities and duties of personnel so classified, or a contractual commitment, and NSO retains the right to amend or revise this job description at any time.
NSO is an Equal Opportunity Employer and is committed to excellence through diversity and considers candidates without regard to sex (including pregnancy related conditions) genetic information, race, color, weight, height, religion, nation ,origin, citizenship, age, disability, martial or veteran status, misdemeanor arrest record, sexual orientation, transgender status or gender identity or any other legally protected status
Auto-ApplyClient Experience Specialist (100%Remote - Chicago Area Preferred)
Remote job
Job Description for Client Experience Specialist (100% Remote - Chicago Area Preferred):
👉 Do you thrive on creating positive experiences and solving problems for others?
We're hiring a Client Experience Coordinator to support our franchise owners by building strong relationships, coordinating with internal teams, and helping deliver solutions that make an impact.
About the Role
We're looking for a Client Experience Specialist who enjoys variety, thrives in a collaborative environment, and takes pride in helping others succeed 🌟. In this role, you'll build trusted relationships with our franchise owners while also working closely with colleagues across marketing, training, and operations.
Some days you'll be connecting with franchise owners, understanding their needs, and coordinating support. Other days you'll be reviewing a marketing initiative for relevance, helping organize a training session, or assisting with an operational rollout. You'll never be expected to know it all, you'll always have expert teammates to lean on, but over time, you'll grow your expertise so you can guide franchisees directly with confidence.
This role is ideal for someone with excellent people skills, strong organizational instincts, and the ability to juggle multiple priorities while keeping a positive, solutions-oriented mindset.
What You'll Do:
Serve as a trusted point of contact for franchise owners, building strong relationships
Champion and coordinate requests with internal marketing, training, and operations teams
Provide responsive, empathetic support and follow-through on client needs
Contribute to projects such as training programs, marketing reviews, and process improvements
Deepen your knowledge of our systems and processes to provide more direct guidance over time
What We're Looking For:
Friendly and empathetic with strong people and communication skills
Natural leader with a drive to grow professionally and personally
Quick learner, organized, and persistent in getting things done
3+ years of Experience collaborating with cross-functional teams (marketing, training, or operations)
Why WIN
100% remote role (Chicago-area candidates preferred)
Collaborative, inclusive culture built on respect and growth
Health, dental, vision insurance + PTO + 401(k) match
Career development and advancement opportunities
A team that values working hard, having fun, and celebrating success together
Auto-ApplyV104 - Intake Specialist | Retainer & Client Engagement Specialist
Remote job
Job Duck is hiring a virtual
V104 - Intake Specialist | Retainer & Client Engagement Specialist
Job Duck is a virtual staffing company that matches candidates to work from home for a single U.S.-based business, in most cases a law firm.
Job Description:
Summary
We are seeking an Intake Specialist to support a Family Law firm by managing warm leads and converting them into retained clients or paid consultations. The ideal candidate is persuasive, emotionally intelligent, and skilled at building trust through clear, empathetic communication. This role is perfect for someone with strong sales acumen and experience working with CRM systems like HubSpot.
Monthly Compensation: 1,150 to 1,220 USD
Responsibilities include, but are not limited to
• Handle warm leads and convert them into retainers or paid consultations.
• Qualify and nurture leads through consistent follow-up.
• Explain the firm's services and guide potential clients through the intake process.
• Send and manage retainer agreements.
• Advise hesitant leads to book a paid consultation when appropriate.
• Maintain accurate records and updates within the CRM (HubSpot).
• Ensure a professional, empathetic, and supportive experience for every potential client.
Key Skills
• Excellent spoken and written English.
• Familiarity with CRM platforms such as HubSpot, Pipedrive, or Salesforce.
• Persuasive and confident communication style with strong closing skills.
• Empathetic, patient, and emotionally intelligent when dealing with sensitive family law clients.
• Highly organized, proactive, and attentive to detail.
• Coachable, eager to learn, and comfortable handling client calls via Zoom.
• Strong listening and conversational skills to build trust and understanding.
Requirements
• 1 - 2 years of experience in sales, customer service, or client intake roles, preferably in a legal or professional services environment.
•Strong proficiency in CRM systems, specifically HubSpot, with familiarity in similar platforms.
•Excellent English communication skills.
•Comfortable conducting client calls via Zoom or similar video conferencing tools.
•Ability to handle sensitive client situations with empathy and professionalism.
•Highly organized, detail-oriented, and able to manage multiple leads simultaneously.
•Persuasive and confident with demonstrated closing skills.
•Eager to learn, coachable, and adaptable to process improvements.
Softwares
•HubSpot
Schedule
Monday to Friday
Work Shift:
8:00 AM - 5:00 PM [CST][CDT] (United States of America)
Languages:
English
We believe that Every Great Person Deserves a Great Job. This position is home-based, allowing you to work from the comfort of your own home. So, take the first step and apply now!
Our application process involves multiple stages, and submitting your application is just the beginning. Every candidate needs to successfully pass each stage to become part of our team.
Please keep an eye on your email and WhatsApp for the next steps, as we'll assign someone to guide you through the application process. Be sure to check your spam folder as well.
Auto-ApplyVIRTUAL CLIENT SPECIALIST
Remote job
Job DescriptionDescription:
Davinci Virtual is the leading global provider of business addresses, live answering services, and meeting spaces. Our innovative, fulfillment-driven approach delivers exceptional service and cutting edge solutions.
Do you want to be a part of an amazing team? The Virtual Client Specialist is a crucial role at Davinci. They are the live answering service of our business! The Virtual Client Specialist takes inbound calls for Davinci's clients while delivering top-notch customer service. After completing in-person training in our Midvale office, you will work entirely from the comfort of your own home! (Must have reliable internet speeds and a workspace in your home free of noise and distractions). Starting pay is $15-16/hr with lots of opportunities for growth and a new hire signing bonus!
Duties and Responsibilities:
Processes all inbound calls accurately and efficiently, always following instructions listed in clients' account in the software programs we use
Maintains the highest level of customer service by using a pleasant, energetic and friendly demeanor on every call
Knows how to read and navigate through client call flows easily in our systems, including websites, scheduling/calendar, products, reports and/or any additional information client requests
Sends messages out using proper format, grammar, punctuation, spelling and professional vocabulary
Three calls will be monitored and graded bi-weekly making sure employee meets minimum department guidelines regarding call quality, accuracy and answer time
Uses proper response method when receiving any messages from co-workers, other departments, managers, etc., with a request or update
Follows instructions given by team leaders and Supervisor & Manager
Willingly contributes to team and communicates well with co-workers, supervisors/managers and clients
Reviews daily team performance statistics sent out by team leader and strives to meet set goals
Knows policies, practices, and procedures necessary to fulfill all job requirements
Professional Development:
Contributes to and values the achievement of Davinci performance goals
Continues to learn and improve skills
Ability to be outspoken about ways to improve the team, department, and company
Actively participates in leadership and personal development training programs offered by Davinci
Requirements:
Job Requirements:
Requires a High School diploma
Proficient skills in Microsoft Office Suite, Email, Internet, Microsoft Windows, and
Microsoft Outlook
Ability to type at least 40 words per minute
Fluent with the English language and exceptional written and verbal skills
Must have experience in customer service environment
Work from home environment with reliable internet (must meet our minimum speed requirements)
Willing to find a backup work location in case of outage or work from our office whenever needed
Qualifications:
Team player
Problem solving and conflict resolution skills
Flexibility, creativity, and initiative
Willingness to continually learn and improve skills
Technically savvy
Self-starter, quick learner, highly motivated
Professional appearance and presentation required
Focused, organized and flexible
Consistent, predictable & timely attendance
Exceptional communication skills
Working Conditions:
While working from home, employee must be free of distractions and outside noise
While doing this job, employee is regularly required to talk, hear and see at close and midrange distance
Employee will need to be able to view and read on a computer screen for the majority of their work
Must be able to interact with phone systems and all applicable software that position requires
None or very limited physical effort required
None or very limited exposure to physical risk
Job requires employee to be sitting at a desk at least 95% of the shift
All offers of employment are contingent upon the successful completion of a background check. This may include, but is not limited to, verification of employment history, education, criminal records, and other relevant information, as permitted by law.
Client Experience Specialist - Arizona Time US Based Remote
Remote job
The **Client Experience Specialist** is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process.
The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands.
**This position is 100% remote and will support various markets. The preferred candidate will have Arizona transaction experience.**
**Responsibilities:**
+ Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner.
+ Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems.
+ Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties.
+ Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close.
+ Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties.
+ Regularly update and manage communication with all parties involved in the transaction.
+ Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.
**Experience**
+ Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume
An individual should demonstrate the following competencies:
+ Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment.
+ People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process.
+ Technical- ability to learn and navigate multiple software systems with an elevated level of competency.
+ Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality.
+ Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things.
+ Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues.
+ Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality.
+ Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient.
+ Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support.
**Anywhere is proud to offer a comprehensive benefits package to our employees including:**
+ Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
+ 401(k) savings plan with company match
+ Paid Time Off to Include Holidays, Vacation Time, and Sick Time
+ Paid Family & Paternity Leave
+ Life Insurance
+ Business Travel Accident Insurance
+ All employees receive access to LinkedIn Learning
+ Tuition reimbursement for approved programs
+ Employee Referral Program
+ Adoption Assistance Program
+ Employee Assistance Program
+ Health and Wellness Program and Incentives
+ Employee Discounts
+ Employee Resource Groups
Coldwell Banker (******************************** is one of the world's leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc.
Anywhere Real Estate Inc. (************************ **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate (*********************** , Century 21 (*************************** , Coldwell Banker (******************************** , Coldwell Banker Commercial (****************************** , Corcoran (************************** , ERA (********************* , and Sotheby's International Realty (*********************************** , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.
**At Anywhere, we are empowering everyone's next move - your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (********************************************************************** .
We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including:
+ Great Place to Work
+ Forbes World's Best Employers
+ Newsweek World's Most Trustworthy Companies
+ Ethisphere World's Most Ethical Companies
EEO Statement: EOE including disability/veteran
Client Relationship Specialist
Remote job
The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways.
Here is more of what you'll get to do:
Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada.
Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them.
Plan, schedule and execute client performance discussions within established time frames.
You'll thrive in this role if you have:
The ideal candidate will have a bachelor's degree and/or equivalent client management experience.
2 - 5 years' equivalent experience.
Fast learner who thrives on multi-tasking.
Skilled at managing time/priorities based on company goals and objectives.
Knowledge of SEO, social media, and website analytics.
Must be a great communicator to contribute to and ensure high integrity and a high productivity culture.
Experience with Salesforce.com or CRM software preferred.
Technology/Automotive experience preferred.
Call center success in a client-facing position is a plus.
Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply!
This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington.
Who are we?
LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture.
In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design.
LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.
LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.
Auto-ApplyClient Success Specialist
Remote job
About Us: At EIDLexit, we are dedicated to assisting small businesses with dissolving their companies and resolving defaulted Economic Injury Disaster Loans (EIDLs) and SBA 7a loans. As a rapidly scaling company, we take pride in our innovative solutions and exceptional client support. Join our team and be part of a mission that is truly making an impact while building your career in a high-growth environment!
Role Overview:
We are seeking a detail-oriented and proactive professional to join our Client Success Team as a Client Success Specialist. Working collaboratively alongside our Client Success Lead, you will play a crucial role in advancing client projects through either business closure processes or EIDL package compilation. This position offers the perfect balance of independent responsibility and team support, allowing you to develop specialized expertise while contributing to our clients' successful outcomes.
The ideal candidate thrives in managing multiple concurrent projects, demonstrates strong organizational skills, and takes ownership of their project segments while maintaining seamless collaboration with the broader team.
Key Responsibilities:
Project Advancement: Take ownership of specific project components (business closure or EIDL package compilation) and drive them toward successful completion within our target timeline
Client Communication: Maintain professional communication with clients primarily via email, with occasional phone or virtual meetings as needed to gather information and provide updates on project progress
Document and Information Management: Efficiently collect, organize, and process client documentation and information required for your assigned project components
Team Collaboration: Work closely with the Client Success Lead to ensure seamless project handoffs and maintain consistency in client experience
Quality Assurance: Ensure accuracy and completeness of all work products while maintaining attention to detail in high-volume environments
Process Optimization: Contribute insights and suggestions for improving workflows and efficiency within your area of specialization
Skills and Qualifications:
Education: High school diploma or equivalent; an associate or bachelor's degree preferred
Experience: Previous experience in project coordination, document management, or client support roles. Familiarity with business documents, financial statements, or government filing processes a plus
Organizational Excellence: Proven ability to manage multiple projects simultaneously while maintaining quality and meeting deadlines
Communication Skills: Strong written communication abilities with professional email etiquette and clear, concise messaging
Technical Proficiency: Comfortable with Microsoft Office Suite, database management, and learning new software platforms. Experience with HubSpot and AI tools desired
Emotional Intelligence: Exceptional emotional intelligence and empathy with the ability to remain calm and solution-focused while managing sensitive financial situations with business owners experiencing hardship
Independence and Collaboration: Self-motivated with strong initiative while also being an effective team player who communicates well with colleagues
Attention to Detail: Meticulous accuracy when handling sensitive financial and legal documents
Success Metrics:
Success in this role is measured by contribution to client satisfaction scores (NPS/CSAT), timely progression of assigned project components, and maintaining quality standards that support our project completion goals.
Benefits:
Competitive salary with growth potential as we scale
Exceptional opportunities for professional development and career advancement in a rapidly growing company
Supportive, collaborative remote work environment
Flexible working hours
Work-from-home setup with provided technology
Opportunity to specialize and become an expert in business closure or SBA loan resolution processes
Work Hours:
This is a fully remote position. Standard working hours are 8 am - 5 pm CST US, Monday through Friday, with flexibility as needed.
We look forward to welcoming you to our team!
Auto-ApplyClient Relationship Specialist
Remote job
at Net Driven
Client Relationship Specialist
The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways.
Here is more of what you'll get to do:
Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada.
Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them.
Plan, schedule and execute client performance discussions within established time frames.
You'll thrive in this role if you have:
The ideal candidate will have a bachelor's degree and/or equivalent client management experience.
2 - 5 years' equivalent experience.
Fast learner who thrives on multi-tasking.
Skilled at managing time/priorities based on company goals and objectives.
Knowledge of SEO, social media, and website analytics.
Must be a great communicator to contribute to and ensure high integrity and a high productivity culture.
Experience with Salesforce.com or CRM software preferred.
Technology/Automotive experience preferred.
Call center success in a client-facing position is a plus.
Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply!
This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington.
Who are we?
LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture.
In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design.
LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.
LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.
Auto-ApplyClient Experience Specialist - Eastern time US Based Remote
Remote job
The Client Experience Specialist is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process.
The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands.
This position is 100% remote and will support various markets. The ideal candidate will have NY transaction experience.
Responsibilities:
Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner.
Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems.
Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties.
Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close.
Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties.
Regularly update and manage communication with all parties involved in the transaction.
Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.
Experience
Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume
An individual should demonstrate the following competencies:
Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment.
People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process.
Technical- ability to learn and navigate multiple software systems with an elevated level of competency.
Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality.
Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things.
Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues.
Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality.
Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient.
Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support.
Anywhere is proud to offer a comprehensive benefits package to our employees including:
Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
401(k) savings plan with company match
Paid Time Off to Include Holidays, Vacation Time, and Sick Time
Paid Family & Paternity Leave
Life Insurance
Business Travel Accident Insurance
All employees receive access to LinkedIn Learning
Tuition reimbursement for approved programs
Employee Referral Program
Adoption Assistance Program
Employee Assistance Program
Health and Wellness Program and Incentives
Employee Discounts
Employee Resource Groups
Auto-ApplyClient Experience Specialist - Arizona Time US Based Remote
Remote job
The Client Experience Specialist is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process.
The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands.
This position is 100% remote and will support various markets. The preferred candidate will have Arizona transaction experience.
Responsibilities:
* Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner.
* Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems.
* Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties.
* Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close.
* Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties.
* Regularly update and manage communication with all parties involved in the transaction.
* Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.
Experience
* Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume
An individual should demonstrate the following competencies:
* Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment.
* People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process.
* Technical- ability to learn and navigate multiple software systems with an elevated level of competency.
* Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality.
* Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things.
* Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues.
* Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality.
* Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient.
* Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support.
Anywhere is proud to offer a comprehensive benefits package to our employees including:
* Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
* 401(k) savings plan with company match
* Paid Time Off to Include Holidays, Vacation Time, and Sick Time
* Paid Family & Paternity Leave
* Life Insurance
* Business Travel Accident Insurance
* All employees receive access to LinkedIn Learning
* Tuition reimbursement for approved programs
* Employee Referral Program
* Adoption Assistance Program
* Employee Assistance Program
* Health and Wellness Program and Incentives
* Employee Discounts
* Employee Resource Groups
Auto-ApplyClient Experience Specialist
Remote job
About Us: Carefeed is your all-day, everyday advantage in senior living and long-term care. Our platform helps communities replace paperwork, spreadsheets, and multiple point solutions with one easy-to-use platform, so every role has the information and resources they need, every day.
Built for senior care, Carefeed works seamlessly with EHRs and HRIS platforms to reduce manual work, improve communication, and give staff more time for residents. From admissions to daily care, we connect teams, families, and residents through role-specific tools that make work easier and care more personal.
Trusted by thousands of communities, Carefeed delivers measurable time savings, easy onboarding, and a platform that grows with your needs. We help senior care teams stay organized, lighten workloads, and focus on what matters most, caring for residents and supporting families.
About the Opportunity: The Client Experience Specialist (CES) plays a key role in onboarding and ensuring the long-term success of Carefeed's solutions for clients. As clients transition from onboarding to active users, the CES is responsible for maintaining their satisfaction, fostering client retention, and driving continued product adoption. This role is vital to delivering exceptional client experiences and helping clients realize the full value of Carefeed's platform.
Key Responsibilities:
Onboard and Train New Clients: Guide new clients through the implementation and setup of Carefeed's solutions, ensuring a smooth transition and effective use of the platform.
Provide Ongoing Client Support: Serve as the primary point of contact for assigned client communities, offering high-level assistance and resolving issues as they arise.
Create and Customize Client Communications: Assist in developing communication templates, questionnaires, and calendars tailored to client needs.
Digitize and Manage Client Documentation: Use Adobe and DocuSign to digitize admission agreements and consents, facilitating e-signature workflows within the Carefeed platform.
Monitor Client Experience and Retention: Track client engagement through monthly usage reports, conduct regular “Carefeed Check-ins” via email or phone, and perform success reviews to assess activity and satisfaction.
Contribute to Client Experience Best Practices: Collaborate with the Client Experience team to share insights, refine processes, and establish best practices for client onboarding, training, and ongoing support.
Required Skills:
Customer-Centric and Self-Motivated: A proactive, solution-oriented individual with strong interpersonal skills, including patience, empathy, and creativity in addressing client needs.
Tech-Savvy and Detail-Oriented: Comfortable with technical software and capable of understanding and explaining Carefeed's current solutions and future platform enhancements.
Strong Facilitator and Communicator: Able to lead training sessions and client-facing interactions effectively, particularly through virtual platforms like Zoom.
Proficient in Key Tools: Skilled in Microsoft Word, Excel, Google Docs, and Adobe. Experience with DocuSign and Canva is a plus.
Adaptable and Collaborative: Thrives in a fast-paced, start-up environment and works well within a team to foster growth and change.
Healthcare and SaaS Experience: Familiarity with the healthcare industry and experience working with SaaS solutions, CRM systems, and client onboarding/training are highly desirable.
Qualifications:
Bachelor's Degree in a relevant field
3+ years of experience in a similar client success, customer service, or technical support role
What You'll Love:
Be part of a high-growth start-up that's making a difference in the lives of senior care providers and their communities
Comprehensive medical, dental, and vision plans
Company-paid holidays and a 401k plan
Opportunities to grow your career as the company scales
Work Location: U.S. Remote
Carefeed provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Auto-ApplyCoding Client Success Specialist
Remote job
The Coding Client Success Specialist is responsible for serving as a trusted partner for clients by providing training and addressing issues related to medical coding. The scope of this job includes collaborating with clients and internal teams to optimize the coding experience, drive client satisfaction, and support business goals.
We invite you to apply today and join us in shaping the future of healthcare!
Key Responsibilities
Act as the primary point of contact for medical coders, provide guidance on queries, and escalate to clients as necessary.
Conduct coding reviews and provide recommendations for appropriate coding based on current guidelines.
Provide written feedback related to coding compliance documentation and conduct other clinical record audits, as assigned.
Work with internal teams to support quality plans and assist with providing the appropriate tools and resources to internal coding teams and global partners.
Required qualifications
GED or High School Diploma
At least 2-4 years of relevant work experience
Coding Certified
Preferred qualifications
Home Health Coding Certification (HCS-D)
Job Expectations
Willing to work additional or irregular hours as needed
Must work in accordance with applicable security policies and procedures to safeguard company and client information
Must be able to sit and view a computer screen for extended periods of time
#LI-CS1
#LI-Remote
WellSky is where independent thinking and collaboration come together to create an authentic culture. We thrive on innovation, inclusiveness, and cohesive perspectives. At WellSky you can make a difference.
WellSky provides equal employment opportunities to all people without regard to race, color, national origin, ancestry, citizenship, age, religion, gender, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, physical or mental disability, protected medical condition, genetic information, military service, veteran status, or any other status or characteristic protected by law. WellSky is proud to be a drug-free workplace.
Applicants for U.S.-based positions with WellSky must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Certain client-facing positions may be required to comply with applicable requirements, such as immunizations and occupational health mandates.
Here are some of the exciting benefits full-time teammates are eligible to receive at WellSky:
Excellent medical, dental, and vision benefits
Mental health benefits through TelaDoc
Prescription drug coverage
Generous paid time off, plus 13 paid holidays
Paid parental leave
100% vested 401(K) retirement plans
Educational assistance up to $2500 per year
Auto-ApplyClient Experience Specialist - Arizona Time US Based Remote
Remote job
The Client Experience Specialist is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process.
The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands.
This position is 100% remote and will support various markets. The preferred candidate will have Arizona transaction experience.
Responsibilities:
Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner.
Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems.
Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties.
Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close.
Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties.
Regularly update and manage communication with all parties involved in the transaction.
Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.
Experience
Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume
An individual should demonstrate the following competencies:
Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment.
People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process.
Technical- ability to learn and navigate multiple software systems with an elevated level of competency.
Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality.
Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things.
Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues.
Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality.
Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient.
Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support.
Anywhere is proud to offer a comprehensive benefits package to our employees including:
Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
401(k) savings plan with company match
Paid Time Off to Include Holidays, Vacation Time, and Sick Time
Paid Family & Paternity Leave
Life Insurance
Business Travel Accident Insurance
All employees receive access to LinkedIn Learning
Tuition reimbursement for approved programs
Employee Referral Program
Adoption Assistance Program
Employee Assistance Program
Health and Wellness Program and Incentives
Employee Discounts
Employee Resource Groups
Auto-ApplyRemote Travel & Client Experience Specialist
Remote job
Do you love helping people plan meaningful experiences and making the details come together seamlessly? We're looking for motivated, customer-focused individuals to join our team as Remote Travel & Client Experience Specialists. This role is perfect for someone who enjoys organization, problem-solving, and creating unforgettable moments for clients.
Responsibilities
Assist clients with booking accommodations, packages, and unique experiences
Provide personalized recommendations tailored to client preferences
Stay updated on promotions, discounts, and special offers
Use professional booking tools and systems to secure travel arrangements
Deliver excellent customer service while building strong, long-term client relationships
Work independently while managing multiple client needs
Qualifications
Strong communication and interpersonal skills
Highly organized, detail-oriented, and self-motivated
Comfortable using digital tools (training provided)
Passion for helping others and creating memorable experiences
Desire for professional growth in a supportive team environment
What We Offer
100% remote work with flexible scheduling
Training and ongoing professional development
Supportive team culture that values collaboration and celebrates success
Opportunity to build a rewarding career in travel and client services
If you[re ready to start a flexible, growth-oriented career where your work directly helps others create memories, we'd love to hear from you!
Part Time Client Satisfaction Specialist
Remote job
Part-time Description
Mickey Keenan, P.A. is boutique personal injury law firm fighting for people injured in automobile accidents. We are seeking to hire a PART TIME Client Satisfaction Specialist. This position can be a remote work from home job and requires approximately 30 hours a week.
The Client Satisfaction Specialist's primary role is to build and maintain relationships with current and past clients.
The Client Satisfaction Specialist will follow up on client treatment status during various phases of their case and maintain networking relationships with referral partners. They will also maintain a relationship with our prior clients. They must uphold company culture at all times while making clients feel welcomed and valued. This person will also hold duties as an assistant to the office, handling administrative duties and tasks as needed for staff.
Job duties include the following, but are not limited to:
Call current and prior clients to check in
Send birthday and thank you cards
Follow up on Google review requests
The most successful Satisfaction Specialists possess exceptional customer service and people skills. They are detail-oriented individuals who listen well and are able to anticipate someone's needs in order to provide a wonderful customer experience. Self-motivation and reliability is a must.
Requirements Requirements
High School Diploma required
Working knowledge of Microsoft Office products (Outlook, Teams, Excel)
Critical thinking, professionalism
Ability to multi-task, prioritize and work efficiently
Excellent Communication skills
Attention to detail and tenacity to follow up on tasks are necessary
Salary Description $17-$20/ per hour
Client Experience Specialist
Remote job
SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.
*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.
About the Job:
We are seeking energetic sales professionals who are passionate about developing relationships and creating positive user experiences. As a Client Experience Specialist, you will join the fastest growing part of our business, helping thousands of Americans find and speak with financial advisors throughout the country.
Client Experience Specialists are the frontline voice for the company and play an integral part of our success as we facilitate communication and schedule meetings between investors and financial advisors. You will play a substantial role in driving that success.
This is a remote position with a fixed schedule of Monday through Friday from 9am to 6pm EDT.
Responsibilities:
Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected).
Consistently meet or exceed individual and team performance metrics, including both qualitative and quantitative goals.
Serve as a trusted guide for users navigating the process of connecting with vetted financial advisors.
Proactively contact users who have expressed interest and schedule advisor consultations, ensuring a seamless experience.
Utilize a combination of customer service best practices and scripted messaging to deliver a tailored, high-quality experience.
Accurately log all user interactions, challenges, and outcomes in our internal CRM system.
Identify and escalate recurring user pain points to improve the overall experience.
Contribute to ongoing improvements by sharing insights and suggestions with team leads and cross-functional partners.
Support additional projects or initiatives as needed in a fast-paced, collaborative environment.
Skills/Experience you have:
1+ years of high-volume call center experience required
Comfortable in an environment where quota attainment and conversion metrics are heavily emphasized
Ability to learn and quickly adapt based on user and business needs
Organized, detail-oriented, and excellent time-management skills
Must be available to work some holidays or weekends during peak seasons
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer
Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles)
Available Benefits and Perks:
All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US.
Medical, Dental, Vision - multiple packages available based on your individualized needs
Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
Supplemental Short-term and Long-term Disability
FSA: Medical and Dependent Care
401K
Equity packages for each role
Time Off: Vacation, Sick and Parental Leave
EAP (Employee Assistance Program)
Financial Literacy Mentoring Program
Pet Insurance
Home Office Stipend
SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at *************************.
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Salary: $45k + $15k Variable Commission + equity + benefits.
Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States
Auto-ApplySpecial Ops Client Specialist
Remote job
Collect information and medical documentation to setup new customers of 180 Medical. To provide service support, through inbound and outbound calls, for the Account Management teams for new and existing customers of 180 Medical receiving specialized supplies. Coordinate with manufacturer(s) service information to provide select items as requested by facility and/or customer.
Key Responsibilities:
Contact customers to set up medical supply orders and follow-up as necessary to maintain seamless service of supplies and world-class service
Perform follow up phone calls to customers after an initial shipment is delivered
Handle inbound and outbound phone calls from customers regarding orders & service issues
Make appropriately detailed notations in Medtrack2, a proprietary database system, as well as provide necessary communication to Teams and Sales regarding customer account status
Place orders, make changes or adjustments to upcoming orders in Medtrack2 as needed to support customer supply needs
Request and follow-up on necessary documentation from Teams or Facilities as required by a customer's insurance through scanning, faxing or utilization of other electronic communication methods
Verify customer accounts are complete and all necessary documentation is in place to ensure a 180 Medical adheres to all compliance guidelines
Monitor and respond promptly to email communication with customers, sales reps, and others within the company
Support Team Supervisor on special projects
All other duties as assigned
Qualifications/Education:
Must have a high school diploma; college degree preferred, not required.
Six months to one-year related customer service experience and/or training; or equivalent combination of education and experience.
Typing: 35-40 wpm with 40 (adjusted) highly recommended
Effective written and verbal communication skills with attention to detail
Ability to reason, problem solve and think outside the box
Clear reasoning on prioritizing multiple tasks and satisfactory organizational skills
Flexible and adaptable to change in environment and industry
Work with integrity, upholding organizational values and Code of Ethics
Meet productivity standards and complete work in a timely manner
Sales experience preferred
Proficient in Microsoft Office programs
Collaborate well with others while being relied upon to work independently with applicable direction
Physical Demands
Regularly required to sit, stand, walk, and occasionally bend and move about the facility when in-office.
Infrequent light physical effort required.
Occasional lifting up to 10 lbs.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
Working Conditions
Work performed in an office environment,
Special Factors
This role can be performed remotely.
Beware of scams online or from individuals claiming to represent Convatec
A formal recruitment process is required for all our opportunities prior to any offer of employment. This will include an interview confirmed by an official Convatec email address.
If you receive a suspicious approach over social media, text message, email or phone call about recruitment at Convatec, do not disclose any personal information or pay any fees whatsoever. If you're unsure, please contact us at ********************.
Equal opportunities
Convatec provides equal employment opportunities for all current employees and applicants for employment. This policy means that no one will be discriminated against because of race, religion, creed, color, national origin, nationality, citizenship, ancestry, sex, age, marital status, physical or mental disability, affectional or sexual orientation, gender identity, military or veteran status, genetic predisposing characteristics or any other basis prohibited by law.
Notice to Agency and Search Firm Representatives
Convatec is not accepting unsolicited resumes from agencies and/or search firms for this job posting. Resumes submitted to any Convatec employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Convatec. No fee will be paid if a candidate is hired for this position as a result of an unsolicited agency or search firm referral. Thank you.
Already a Convatec employee?
If you are an active employee at Convatec, please do not apply here. Go to the Career Worklet on your Workday home page and View "Convatec Internal Career Site - Find Jobs". Thank you!
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