Employee Benefits Client Service Specialist (Temporary)
Alera Group 3.4
Client specialist job at Alera Group
Alera Group is looking for a Temp, Employee Benefits Client Service Specialist. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
RESPONSIBILITIES
* Assist Client Service Representatives and Account Managers with renewal, marketing, open enrollment, implementation, and ongoing administration of employee benefit plans, including audits and documentation review
* Manage client accounts within the minimum-threshold segment while supporting third-party processes, escalated eligibility transactions, and maintaining accurate departmental templates and records
* Collaborate with internal and external partners, follow established procedures and carrier guidelines, and complete assigned work in alignment with departmental goals and service standards
QUALIFICATIONS
* Bachelor's degree (or equivalent experience). Licensing is not required for the temporary assignment, but if hired permanently, the candidate must obtain a NYS Life, Accident & Health Broker's license within six months of employment.
* One year of related experience in benefits, insurance, or administrative support, with strong organizational skills and the ability to prioritize and meet performance goals
* Strong communication skills, attention to detail, and the ability to work cooperatively and positively with colleagues, clients, and external partners
ADDITIONAL INFORMATION
This role is currently a temporary, fully remote position. Please note that if the role were to convert to a permanent position in the future, it may require occasional in-office presence in the Upstate New York area. Candidates located within commuting distance of the office, or open to commuting if needed, are encouraged to apply.
Alera Group offers comprehensive benefits to our permanent colleagues, including medical, dental, life and disability insurance, 401k, and generous paid time off. Temporary colleagues are not eligible for benefits unless offered a permanent role.
Hourly range is $18 to $22 per year.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
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Location Type
In-Office
$45k-63k yearly est. 13d ago
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Associate Client Services Specialist
Omada Health 4.3
South San Francisco, CA jobs
Omada Health is on a mission to inspire and enable people everywhere to live free of chronic disease.
The Client Services team, within the Customer Experience Organization, collaborates closely with Customer Success Managers (CSMs), Sales, Marketing Operations, Client Analytics, and Engineering teams to deliver exceptional post-sales onboarding experience and proactive customer service for our B2B customers. Tasked with configuring and troubleshooting Omada systems, they coordinate with internal and external partners to provide prompt and accurate responses to client inquiries. The ideal candidate thrives as an individual contributor within a collaborative setting, excelling as a critical thinker who considers solutions rather than limitations, and embraces a proactive stance towards problem-solving.
Responsibilities
Configure Omada systems and proactively monitor internal readiness to ensure seamless support for customer onboarding and offboarding deadlines
Manage the comprehensive life cycle of reporting requests, providing timely updates to Customer Success Managers (CSMs), customers, and relevant third-party vendors
Utilize existing data to generate insightful reporting for CSMs and serve as the primary point of contact for additional reporting requests, facilitating collaboration with internal teams
Oversee the creation and management of reporting portal access for customers, ensuring secure and user-friendly access to vital data
Investigate, triage, and efficiently resolve cases from both external customers and internal stakeholders, serving as a key escalation point for all customer-related issues
Resolve complex client problems or disputes in a professional manner, with a focus on customer satisfaction and retention
Identify and resolve documentation and workflow gaps and inefficiencies across internal teams, fostering streamlined operations and enhanced productivity
Develop and oversee the implementation of Client Services protocols to enhance service delivery and optimize the customer experience
Maintain accurate records of customer interactions for training purposes, ensuring knowledge transfer and continuous improvement within the team
Track operational metrics at both individual and team levels to assess KPI achievement and initiate corrective measures to enhance performance where needed
Support in the preparation and delivery of Quarterly Team Updates for CX Leadership, providing insights into operational performance and key achievements
Manage special projects to enhance Client Services protocols and elevating the overall customer experience
Competencies
Possess strong analytical thinking skills and the ability to make sound judgment calls
Demonstrate proactive initiative and self-direction in navigating ambiguous or challenging scenarios, ensuring progress even in the face of uncertainty
Communicate effectively by emphasizing the "why" behind decisions, fostering understanding and alignment across teams rather than simply providing "yes" or "no" responses
Navigate existing processes adeptly while proactively identifying opportunities for process improvement or innovation to enhance efficiency and effectiveness
Exhibit meticulous attention to detail and adaptability in fast-paced, dynamic environments, maintaining precision amidst evolving circumstances
Embrace a balanced approach to work, seamlessly transitioning between individual tasks and collaborative endeavors to meet team objectives
Possess exceptional communication skills with the ability to identify client needs, anticipating and addressing concerns to deliver outstanding service
Exhibit strong problem-solving skills and a track record of making well-informed decisions, even in high-pressure situations
Have superior organizational and time management skills, efficiently prioritizing tasks and deadlines to optimize productivity and deliver results
Have knowledge of customer service programs and databases, or the ability to learn new software quickly
Demonstrate innovative and creative thinking to continuously improve the client experience, ensuring the organization remains at the forefront of industry standards and practices
Qualifications
Bachelor's degree with 1+ year of equivalent practical experience in a support of operations-related role preferred
4+ years of demonstrated proficiency or equivalent practical experience in a support or operations-related role
Proficient in Excel operations, encompassing data sorting, filtering, reformatting, and validation techniques, demonstrating a keen eye for detail and accuracy
Familiarity with a diverse range of applications and tools, such as Zendesk (or similar CRM platforms), Salesforce, and Google Suite, showcasing adaptability and technological fluency
Proven experience in customer implementation and/or project management within a B2B environment, highlighting the ability to drive successful outcomes and customer satisfaction
Prior exposure to the demands of a rapidly evolving organization, adept at navigating the complexities and seizing opportunities for growth and innovation
Background in healthcare industry operations, coupled with experience in safeguarding Protected Health Information (PHI), ensuring compliance and confidentiality in all interactions
Benefits
Competitive salary with generous annual cash bonus
Remote first work from home culture
Flexible Time Off to help you rest, recharge, and connect with loved ones
Generous parental leave
Health, dental, and vision insurance (and above market employer contributions)
401k retirement savings plan
Lifestyle Spending Account (LSA)
Mental Health Support Solutions
...and more!
It takes a village to change health care. As we build together toward our mission, we strive to embody the following values in our day-to-day work. We hope these hold meaning for you as well as you consider Omada!
Cultivate Trust. We listen closely and we operate with kindness. We provide respectful and candid feedback to each other.
Seek Context. We ask to understand and we build connections. We do our research up front to move faster down the road.
Act Boldly. We innovate daily to solve problems, improve processes, and find new opportunities for our members and customers.
Deliver Results. We reward impact above output. We set a high bar, we're not afraid to fail, and we take pride in our work.
Succeed Together. We prioritize Omada's progress above team or individual. We have fun as we get stuff done, and we celebrate together.
Remember Why We're Here. We push through the challenges of changing health care because we know the destination is worth it.
About Omada Health: Omada Health is a between-visit healthcare provider that addresses lifestyle and behavior change elements for individuals managing chronic conditions. Omada's multi-condition platform treats diabetes, hypertension, prediabetes, musculoskeletal, and GLP-1 management. With insights from connected devices and AI-supported tools, Omada care teams deliver care that is rooted in evidence and unique to every member, unlocking results at scale. With more than a decade of experience and data, and 29 peer-reviewed publications showcasing clinical and economic proof points, Omada's approach is designed to improve health outcomes and contain costs. Our customers include health plans, pharmacy benefit managers, health systems, and employers ranging from small businesses to Fortune 500s. At Omada, we aim to inspire and empower people to make lasting health changes on their own terms. For more information, visit:
Omada is thrilled to share that we've been certified as a Great Place to Work! Please click here for more information.
We carefully hire the best talent we can find, which means actively seeking diversity of beliefs, backgrounds, education, and ways of thinking. We strive to build an inclusive culture where differences are celebrated and leveraged to inform better design and business decisions. Omada is proud to be an equal opportunity workplace and affirmative action employer. We are committed to equal opportunity regardless of race, color, religion, sex, gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, military or veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by local, state, or federal laws.
Below is a summary of salary ranges for this role in the following geographies:
California, New York State and Washington State Base Compensation Ranges: $72,036 - $90,000*, Colorado Base Compensation Ranges: $68,904 - $86,100*. Other states may vary.
This role is also eligible for participation in annual cash bonus and equity grants.
*The actual offer, including the compensation package, is determined based on multiple factors, such as the candidate's skills and experience, and other business considerations.
Pleaseclick here for more information on our Candidate Privacy Notice.
$72k-90k yearly 1d ago
Associate, Client Research
Alphasense 4.0
Chicago, IL jobs
About the Team:
Clients rely on the Expert Call Services team to deliver fast, meaningful insights from industry-leading expert voices by researching, recruiting, and recommending profiles for one-on-one consultations. Through collaboration, creativity, and determination, every team member becomes an extension of the client's research team.
About the Role:
Our Analysts are the driving force behind the transcripts on our platform! We're redefining how investment research is done by fostering a high-performance culture. By connecting with industry experts, our Analysts help grow our content platform and disrupt the status quo in the investment research/expert network industry.
Who You Are:
Experience in sales, recruiting, account management, sourcing, or similar - gained through internships, extracurricular leadership, or up to 1-2 years of full-time experience.
Comfortable with strategic sourcing and cold outreach - experience preferred but not required.
Excellent verbal and written communication skills, with the confidence to engage C-level executives.
High energy, enthusiasm and a positive attitude - we have fun here, and want you to as well!
Persistence, drive, and a goal-oriented mindset, with the ability to own projects from start to finish.
Strong attention to detail and the ability to effectively prioritize in a fast-paced environment.
Coachable, with a strong willingness to learn, adapt and improve.
What You'll Do:
Source and prospect industry experts for our customers on critical, time-sensitive projects.
Creatively investigate, identify, and source industry information and experts using various tools.
Contact top decision-makers and C-level executives across industries via LinkedIn, email, and phone calls.
Connect investors with these decision-makers to help them make the best-informed decisions.
Take ownership of multiple projects simultaneously in a performance-driven environment.
Control your earnings potential by exceeding quotas and staying ahead of monthly metrics.
As you advance and master the role, you have the opportunity to move into customer-facing account management where you will interact daily with global institutional investors & hedge fund managers, leading project management and primary research efforts.
Total Compensation Range: $52,500-$71,500 (includes base + uncapped variable incentive)
For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.
Follow the link for more information on our Employee Benefits.
$52.5k-71.5k yearly 1d ago
Global Customer Enablement Leader
Medium 4.0
New York, NY jobs
Brooklyn, NY / Arlington, Virginia, United States / Mississauga, ON / New Delhi / Sacramento, CA / Paris / Oakland, CA / Lyon / London, UK / Lisbon, Portugal
Customer Success - Customer Enablement /
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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$98k-141k yearly est. 2d ago
Head of Customer Success and Support
Onramp Technology, Inc. 2.8
Boston, MA jobs
About OnRamp
OnRamp transforms B2B customer onboarding into a revenue driver. Our platform automates workflows, streamlines playbooks, and accelerates time-to-value, helping enterprises reduce onboarding time by up to 70%. Backed by leading investors and trusted by Fortune 15 companies, we're redefining how companies bring new customers online.
The Role
As Head of Customer Success and Support at OnRamp, you will own all post‑sales customer facing teams: Onboarding, Customer Success, Support, and Customer Education.
You will play a pivotal role in shaping our direction and delivering results that drive our company success as part of a growing team. You will collaborate closely across all company functions to ensure cross‑functional alignment with customer needs and business goals.
Responsibilities
Lead all aspects of our customer‑facing post sales strategy, operations, and process development
Own target attainment for NRR including both renewal and expansion quota.
Manage a growing team of CSMs and Support staff, providing coaching, mentoring, and development
Regularly engage and build executive level relationships with customers
Collaborate with leadership across the company as required to align operations with our strategic initiatives and business plan
Set quarterly CS team priorities by sequencing initiatives based on customer and revenue impact, and translate those priorities into scoped projects with clear owners, timelines, and success metrics
Collaborate with Product and Engineering on customer escalation and ticket resolution process
Collaborate with Product and Marketing on customer facing programs such as Beta Programs, Customer references and reviews, and Case‑Study development
Collaborate with Sales and Product Management to assess Enterprise prospect requirements and any service requirements resulting from those requirements
Communicate customer needs and issues, as well as internal initiatives to relevant internal and external stakeholders, fostering transparency, buy‑in and excitement
Drive internal usage of the OnRamp platform in our own onboarding and customer lifecycle management
Collaborate with Marketing to create and promote thought leadership content
Qualifications and Experience
Experience as a CSM in a B2B SaaS company
Experience building and leading a growing team
Experience with all post‑sales SaaS functions
Experience with SMB, Mid‑Market, and Enterprise customers
Strong analytical and problem‑solving skills, with the ability to assess risks and make data‑informed decisions.
Exemplary communication and collaboration skills, with the ability to influence stakeholders and drive consensus.
Proficiency with CRM (e.g., Salesforce, Hubspot) and popular productivity/workflow tools (e.g., JIRA) as well as familiarity and comfort supporting customer use of technical features such as integrations, webhooks, APIs, and similar technologies
Strong process design skills
Exceptional executive level customer facing communication, issue resolution, and expansion sales skills
High comfort level with ambiguity and working on a small team in a fast moving environment.
Why OnRamp
Work directly with enterprise and mid‑market clients, including Fortune 15 companies
Join a high‑growth SaaS company backed by top‑tier investors
Be part of a collaborative, ownership‑driven culture
Highly competitive cash compensation, equity, and benefits
Boston‑based, 5 days a week in‑office
OnRamp is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. OnRamp considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. OnRamp is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please don't hesitate to let us know.
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$41k-50k yearly est. 5d ago
15/hr Customer Experience Associate
Army and Air Force Exchange Service 4.0
Phoenix, AZ jobs
As a Customer Service expert, you are the face of what we stand for. You will help our customer feel the difference in their Exchange shopping experience by providing a frictionless experience while assisting customers with refund/exchanges, questions and complaints. You'll help customers feel welcomed and become a multitasking superstar - starting conversations, making connections, and efficiently serving each customer will be your expertise.
We offer flexible scheduling, comprehensive medical, dental, life and disability insurance, paid time off, shift differential/holiday pay, and a traditional pension and 401K plan to qualifying associates. You'll also have access to the base and its facilities, our Mass Transit program, and status as an employee of the DoD.
So, what can you expect as a Customer Experience Associate - Customer Service Expert at the Exchange?
Greet every customer with eye contact and smile in your authentic way
Acknowledge every waiting customer as soon as they arrive to your lane to let them know you'll be right with them
Complete transactions accurately and efficiently while engaging customers in appropriate conversation
Help customers by following the proper procedure for returning/exchanging merchandise with grace and ease, assuming best intentions and apologize for inconvenience
We know that you can work anywhere. However, working at the Exchange is the start of something great! While you make it easy for our customers, we focus on you and your development! Our people make us who we are. We want to see you grow, so we put growing together at the forefront of everything we do. It is our duty to provide you with the tools and resources that you need to succeed. Joining the Exchange means joining a team that is devoted to you!
Job Qualifications
Able to learn and adapt to current technology needs
Able to stay calm when customers are stressed or upset
Able to think quickly on the spot to answer customer questions
Additional Qualifications/Requirements:
Willing to cross-train and work in other areas of the store, as needed
Must possess a welcoming and helpful attitude toward customers and other team members
Cash handling experience preferred
Excellent communication skills
Basic computer skills
Retail experience preferred
$19k-31k yearly est. 1d ago
Mathematics Specialist (Masters/PhDs)
Labelbox 4.3
San Francisco, CA jobs
Mathematics Expert - $90/hr Remote - Alignerr About the job
At Alignerr, we partner with the world's leading AI research teams and labs to build and train cutting‑edge AI models.
Mathematics Expert (Masters/PhDs)
Type: Hourly Contract
Compensation: $75-$90 /hour
Location: Remote
Commitment: 10-40 hours/week
Role Responsibilities (Training support will be provided)
Develop, solve, and review advanced mathematical problems with real‑world relevance.
Apply expertise in algebra, calculus, statistics, discrete mathematics, or related areas to design complex problem statements.
Collaborate asynchronously with AI researchers and domain experts to enhance AI model reasoning.
Ensure mathematical rigor, clarity, and depth across all deliverables.
Requirements
Master's or PhD in Mathematics or a related field from a top U.S. university (or equivalent).
Experience coding in Python, MATLAB, or Mathematica for research or projects.
Strong expertise in algebra, calculus, statistics, or discrete mathematics.
Exceptional written and verbal communication skills with strong attention to detail.
Fluent in English and currently based in the U.S., Canada, New Zealand, U.K., or Australia.
Preferred
Prior experience with data annotation, data quality, or evaluation systems.
Application Process (Takes 15-20 min)
Submit your resume.
Complete a short screening.
Project matching and onboarding.
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
$75 - $90 an hour
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$43k-67k yearly est. 3d ago
MRO Specialist
Quest Global 4.4
Windsor Locks, CT jobs
Who We Are:
Quest Global delivers world-class end-to-end engineering solutions by leveraging our deep industry knowledge and digital expertise. By bringing together technologies and industries, alongside the contributions of diverse individuals and their areas of expertise, we are able to solve problems better, faster. This multi-dimensional approach enables us to solve the most critical and large-scale challenges across the aerospace & defense, automotive, energy, hi-tech, healthcare, medical devices, rail and semiconductor industries.
We are looking for humble geniuses, who believe that engineering has the potential to make the impossible possible; innovators, who are not only inspired by technology and innovation, but also perpetually driven to design, develop, and test as a trusted partner for Fortune 500 customers. As a team of remarkably diverse engineers, we recognize that what we are really engineering is a brighter future for us all. If you want to contribute to meaningful work and be part of an organization that truly believes when you win, we all win, and when you fail, we all learn, then we're eager to hear from you.
The achievers and courageous challenge-crushers we seek, have the following characteristics and skills:
What You Will Do:
Preparation and maintenance of program tracking metrics
Utilize SAP to run reports and analyze large volumes of data
Understand and appropriately allocate critical detail parts across repair facilities to facilitate on time delivery metrics and engine centers testing requirements
Prepare status reports as required, present weekly data packages and complete monthly MRO overdue reports
Lead status and operational meetings for internal and external stakeholders
What You Will Bring:
Bachelor's degree in engineering
10+ years of experience working within an MRO facility
Strong emphasis on data management, analysis, forecasting, and SAP knowledge.
Strong communication and presentation skills
Ability to work within both a shop floor and office environment
Ability to work independently
Pay Range: $70,000 to $80,000 per year
Compensation decisions are made based on factors including experience, skills, education, and other job-related factors, in accordance with our internal pay structure. We also offer a comprehensive benefits package, including health insurance, paid time off, and retirement plan.
Work Requirements:
This role is considered an on-site position located in Windsor Locks, CT
You must be able to commute to and from the location with your own transportation arrangements to meet the required working hours.
Shop floor environment, which may include but not limited to extensive walking, and ability to lift up to 40 lbs.
Travel requirements: Due to the nature of the work, no travel is required.
Citizenship requirement: Due to the nature of the work, U.S. citizenship is required.
Benefits:
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Employer paid Life Insurance, Short- & Long-Term Disability
$70k-80k yearly 3d ago
Client Enablement Specialist
Sirona Medical 4.0
Remote
At Sirona Medical, we're building software that enables physicians to work as fast as they can think.
Each year in the U.S., billions of patient images are captured-and nearly all of them are reviewed and diagnosed by radiologists. These specialists are the central hub of diagnostic medicine: over 80% of all healthcare data flows through radiology IT systems. Yet despite their pivotal role, radiologists are overburdened by outdated, fragmented software which limits their efficiency and ultimately the quality and efficiency of care that health systems can provide patients. That's where Sirona comes in.
We're a San Francisco-based, cloud-native software company with employees around the world. Our deep understanding of both the practice and business of radiology has allowed us to build RadOS-a unified, AI-powered operating system powering the entire radiology workflows.
How Sirona Solves the Problem
Sirona is uniquely positioned to transform the way radiology is practiced. We're delivering the organizational shift that both individual radiologists and entire practices urgently need:
A unified, intuitive, and platform-agnostic solution
A streamlined workspace that makes every part of the radiologist's workflow faster and easier
The freedom to read from anywhere, for anyone
By cutting clicks, optimizing diagnostic time, and unlocking efficiencies that extend far beyond the reading room into all care settings, Sirona empowers radiologists-and in doing so, we help the entire healthcare system move faster, smarter, and with greater impact on patient outcomes. For more information, please visit ********************************
Sirona Medical is seeking a Client Enablement Specialist - Radiology to deliver hands-on training and workflow education to our customers and internal teams. This role is focused on live training delivery, clinical workflow enablement, and product adoption for radiology professionals.
This individual contributor role is designed for someone with direct experience in radiology workflows who enjoys teaching, facilitating live sessions, and working closely with customers in real-world clinical environments while anticipating the needs of organizations in their workflow and system use.
You will work directly with radiologists, PACS administrators, and imaging teams to ensure they can confidently and effectively use Sirona's platform as part of their daily practice.
Key Responsibilities:
Client Training and Education
Deliver live, instructor-led virtual and on-site training during onboarding, implementation, and go-live
Facilitate role-based sessions for radiologists, administrators, and support staff
Adapt training delivery to different learning styles and clinical settings
Radiology Workflow Enablement
Teach end-to-end radiology workflows within Sirona's platform
Translate complex product functionality into clear, clinically relevant instruction
Support customers through workflow changes and adoption of new features
Feature and Adoption Enablement
Partner with Product and Customer Success to understand new functionality
Lead client-facing sessions introducing enhancements and best practices
Reinforce adoption through follow-up training and workflow optimization sessions
Internal Enablement
Deliver internal training to ensure Sirona teams understand radiology workflows and product usage
Act as a subject-matter expert for radiology-focused training questions
Continuous Improvement
Collect learner feedback and identify gaps in understanding
Contribute to improving training materials, curricula, and delivery methods
Key Requirements:
5+ years of experience delivering live training or enablement for SaaS, clinical, or healthcare software
Proven ability to train radiologists and other clinical imaging professionals
Direct experience working with radiology workflows, including PACS, RIS, reporting, or imaging operations
Strong facilitation and presentation skills in live training environments
Comfort learning and teaching complex healthcare software to clinical and non-clinical audiences
Preferred
Background in healthcare IT, imaging informatics, or radiology operations
Familiarity with adult learning principles and instructional best practices
Benefits:
Stock Options
Medical, dental, vision insurance
Life insurance
Maternity and Paternity Leave
Flexible time off
401K matching
MacBook Pro
Sponsorship for conferences, continuing education, etc.
The annual US base salary range for this full-time position is $80,000 - $100,000 + equity + benefits. Pay scale is flexible depending on experience. Within the range, individual pay is determined by work location and additional factors, including job-related skills, competencies, experience, relevant education and training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
$80k-100k yearly Auto-Apply 12d ago
Client Experience Specialist
Smartasset 3.9
New York, NY jobs
Job Description
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:
Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers-so you can choose what fits your needs.
Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
Time Off That Works: Generous vacation, sick, and parental leave policies-because balance matters.
Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)
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
$45k yearly 10d ago
Client Success Specialist
STAQ Pharma Inc. 3.7
Columbus, OH jobs
Job Description
This role is central to the full sales process, serving as the primary point of contact for the sales team and managing customer service needs to keep daily operations running smoothly. Success in this position requires strong organization, sharp attention to detail, excellent written communication, and solid IT capability. Experience in a pharmacy or cGMP facility is preferred.
The role also handles tradeshow and travel coordination, partners with the Accounting Department to ensure timely billing, generates reports, manages customer follow-up, and maintains the Salesforce CRM system. Daily customer outreach is expected to uphold high service standards. This position supports the field sales team and provides inside-sales support as needed.
Core Tasks
Set up new customer accounts and verify DEA and state licensure.
Onboard new customers and email login credentials
Follow up on customer questions and concerns, including product availability and shipping timelines.
Assist in packaging and shipping pharmaceutical products to clients.
Communicate directly with customers and maintain accurate, detailed notes in the CRM system.
Process and fulfill customer orders with accuracy and urgency.
Coordinate customer order shipments and deliver high-quality service throughout the process.
Maintain a clean, organized, and efficient work area.
Values
Demonstrates Innovation abilities by identifying and speaking up about possible improvements and identifying more efficient ways of doing things.
Operates with Integrity by maintaining high ethical standards, cares, shows trust and respect with all employees
Collaborates to create or participate effectively on diverse and high performing teams, Is open to new ideas and perspectives, communicates across shifts, and demonstrates a safe work environment
Demonstrates a passion to Perform by meeting personal and departmental goals, gains knowledge to display increasing independence, instills confidence in ability to perform required tasks, and progresses on qualifications within reasonable timelines
Demonstrates Courage by speaking up, accepts constructive feedback, and takes accountability for mistakes and make necessary corrections
Preferred Skills/Abilities:
Strong team-player mindset with the ability to collaborate across departments.
Exceptional attention to detail.
Experience in a highly regulated manufacturing environment or pharmacy preferred.
Willingness to take on tasks outside standard responsibilities to support company needs.
Background as a pharmacy technician or pharmacy buyer in a hospital setting is beneficial.
Experience in sales support, cGMP environments, pharmaceuticals, customer service, or 503B outsourcing is a plus.
MDS (Systems House) experience is a plus.
Proficiency in Microsoft Excel is required.
Education and Experience:
High School Diploma or GED Required
Certified Pharmacy Technician or College Degree, Preferred
Minimum of 2 years of continuous work experience in customer service, pharmacy, warehouse, or other fulfillment related experience
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Lift up to 40 pounds and occasionally push or pull pallets or product containers.
About STAQ Pharma
STAQ Pharma is a 503B outsourcing facility that produces sterile injectable medications for hospitals and health systems. The company operates under strict regulatory standards and maintains offices in Denver, Colorado, and Columbus, Ohio.
$45k-82k yearly est. 22d ago
Client Success Specialist - Business Listings Team
Reputation.com 4.3
Scottsdale, AZ jobs
About Reputation Reputation, founded in Silicon Valley in 2013, is the industry's sole platform that uses an AI-powered product stack to help companies measure, manage, and scale their real-time reputation performance everywhere, effectively functioning as a business's eyes and ears across all customer feedback channels to uncover predictive insights. This market leadership is reinforced by significant funding from top-tier firms like Bessemer Venture Partner, Kleiner Perkins, and Marlin Equity Partners, driving substantial annual recurring revenue from Global Fortune 1000 companies, major automotive OEMs, healthcare systems, and top property management firms, with trust from over 250 partners including Google and Meta. Recognized recently as America's Greatest Midsized Workplaces by Newsweek which rewards excellence and career development, and attracts player-coaches, team-oriented collaborators, and individuals who value perseverance and hustle.
Your Role at Reputation:
The Client Success Specialist (also knows as Business Listings Success Manager) executes managed business listings services for assigned accounts, ensuring accurate and consistent customer information across platforms to maximize visibility and engagement. This role follows established processes, applies defined solutions, and collaborates with customers and internal teams to maintain listing accuracy. The ideal candidate demonstrates strong attention to detail, customer service skills, and the ability to manage multiple tasks within a structured framework.
This is an early-career position and a great opportunity to get your foot in the door with Reputation!
How You'll Shape the Experience:
* Review data received from customer master spreadsheets for listings fulfillment relating to adding, changing, and deleting listings.
* Manage and optimize listings across Google Business Profiles, Apple Maps, Bing Places, Facebook, and other directories based on defined requirements.
* Support ongoing listings management including claiming, editing, and duplicate suppression, and more under established playbooks.
* Collaborate with customers to ensure listing information (name, address, phone, hours, etc.) is accurate, consistent, and up to date.
* Identify discrepancies and apply established solutions; escalate unresolved issues when needed.
* Monitor and report fulfillment progress, listing accuracy, and data completeness within assigned accounts.
* Maintain accurate documentation and update internal systems to reflect account progress.
* Develop and maintain Success Plans for each customer, reviewing progress and aligning with the customer throughout their lifecycle to ensure measurable outcomes and long-term success.
* Create and document Standard Operating Procedures (SOPs) for each customer account to capture client-specific requirements, ensure consistency in service delivery, and build team-wide awareness.
* Build rapport and trusted customer relationships and collaborate closely with internal delivery teams.
* Ensure customer satisfaction and account stability through delivery excellence.
* Stay current on industry trends and platform updates for Google Business Profiles, Apple Maps, Bing Places, Facebook, and emerging search engines or directories.
* Stay informed on updates to core platforms (Google Business Profiles, Apple Maps, Bing Places, Facebook) and apply changes as directed in customer delivery processes; participate in team knowledge-sharing.
* Manage assigned tasks under tight deadlines.
* Additional duties as assigned.
The Skills That Set You Apart:
* Bachelor's degree, in progress of completing a degree program, or equivalent experience.
* 1+ years of experience managing client accounts or delivering customer-facing services, preferably in a business listings or digital marketing context.
* Prior experience in a "white glove" customer service environment preferred.
* Familiarity with Google Business Profiles, Apple Maps, Bing Places, Facebook, or Yelp preferred.
* Strong communication skills (written and verbal).
* Strong attention to detail and organizational skills.
* Working knowledge of MS Office or Google Workspace.
* Salesforce experience is a plus.
* Ability to follow defined workflows, manage multiple priorities, and meet deadlines.
* Hybrid work schedule: 2 days in office on Tuesday and Wednesday (subject to change).
* Open to standard or non-standard shift schedules.
Where You'll Connect & Collaborate:
* Your main HQ is our Scottsdale, AZ office, but we know great work can happen anywhere. You'll have the flexibility of a hybrid schedule, joining us in person on Tuesdays and Wednesdays (subject to change) and working from home the rest of the week.
Our Benefits & Perks
We believe our people deserve to feel supported, valued, and rewarded both in and out of work. That's why we offer a generous and thoughtfully designed benefits package, including:
Paid Time Off:
* Flexible PTO for salary paid employees
* Hourly employees accrue PTO based on tenure & receive 5 sick days annually. Sick days are available day 1. PTO accrues on a per paycheck basis.
* 10 company paid holidays plus 4 "Extended Company Holidays," which are additional paid days off for the company.
Health and Welfare Benefits
* Multiple medical and dental plan options, plus 100% company paid vision coverage
* 401k available through Fidelity
* Paid Parental Leave for all eligible employees as of day 1 of employment
* Employer paid short and long term disability and life insurance
* Critical Illness, Accident & Hospital Indemnity insurance
* Employee Assistance Program (EAP)
* Access to a wide variety of perks and wellbeing apps:
* PerkSpot: Employee discount program
* Wellhub (Gym Pass): Access to virtual wellbeing apps, coaching, and gym memberships
* Carrot Fertility: Support for fertility, family planning, maternity, parenting, and hormonal health
* Omada: Virtual prevention and physical therapy program
* Ladder: Supplemental life insurance
* SoFi: Financial wellbeing platform with 1:1 advice
* Fetch: Pet insurance discount program
* Spring Health for Guardian: Virtual mental health support
* XP Health for Guardian: Virtual eyewear platform
* Rate.com: Mortgage services discount program
We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
To learn more about how we handle the personal data of applicants, visit our Candidate Privacy Notice.
Applicants only - No 3rd party agency candidates.
$33k-60k yearly est. Auto-Apply 60d+ ago
Client Experience Specialist (SaaS), North America
MacHinio 4.0
Remote
(This role is for candidates based in Central or Eastern Timezones, please only apply if you reside in one of these time zones).
The Customer Experience Specialist role at Machinio plays a key part in the growth of our fastest-growing product, Machinio System-an all-in-one software solution that powers websites and CRMs for dealers in the machinery, marine, and service industries. If you are highly detail-oriented, organized, enjoy solving problems, excel at building and maintaining relationships, can quickly learn new systems and functionalities, thrive under deadlines, are passionate about process and continuous improvement, and are committed to delivering an exceptional customer experience, this role is an excellent fit. It also offers long-term growth within a foundational, early-stage team!
Our Company
Machinio operates Machinio.com and Machinio System, and this role will work with the latter. We're a fast-moving, former startup transforming a traditional $400 billion industry through technology, with teams across North America, Europe, and Asia. Our SaaS product, Machinio System, is experiencing rapid growth, and we're looking for a proactive, organized, and analytical thinker to join our team and help deliver an outstanding experience to our existing clients.
You either have the skills below or are willing to learn them:
Strong at building relationships and maintaining excellent customer interactions.
Comfortable leading meetings with existing clients and conducting training sessions in person or virtually.
Extremely patient, able to explain functions clearly, and present effective solutions.
Highly detail-oriented and proactive in managing the work assigned to you.
Impeccable attention to grammar and visual presentation.
Quick to learn new systems and functionalities.
Able to meet deadlines, manage tasks, and deliverables consistently.
Passionate about processes, methods, and continuous improvement.
A kind, genuine, and collaborative team player who thrives in group settings and enjoys contributing to a productive, goal-oriented team.
This is not a cushy role-you must be online, available, and actively working during scheduled hours to support clients and the team.
Responsibilities:
Be the primary point of contact for the Machinio System Existing Client Support initiative for dedicated accounts.
Manage the support inbox and phone line for dedicated accounts, ensuring timely and professional responses.
Handle technical inquiries, troubleshoot, and escalate complex issues when necessary.
Conduct periodic check-ins to assess client satisfaction, encourage product usage, and address concerns proactively.
Deliver phone and video explanations, lead occasional training sessions, and create learning materials to support clients.
Follow up on late payments, while learning and applying effective client retention strategies.
Assist clients with updates, issues, and questions related to their Machinio System-powered website designs.
Gather client feedback and testimonials to support marketing and product improvement efforts.
Participate in weekly collaboration sessions with the Team Lead to brainstorm solutions.
Work Life:
Flexibility to work remote with a very engaged, cross-functional team, preferably from EST or CST time zones.
Remote setup provided for all team members, along with modern work equipment.
Casual, collaborative, fast-paced work environment and a fun team (we're cool).
In-person team events and really fun in-person holiday parties!
Compensation:
Starting base compensation at 55,000/year, commensurate/to be discussed with experience.
Opportunity to earn commissions on upsells, feature-based.
Robust benefits package (PTO, medical insurance, dental insurance, vision insurance, flexible spending account, health savings account, life & disability Insurance, retirement benefits/401(k) and voluntary benefits).
Our Interview Process:
Step 1 - Phone Interview with the Senior Director of Operations, one of Machinio's execs, to get to know you!
Step 2 - Google Meets video interview with the Team Lead to go into detail about the role and participate in an evaluation.
Step 3 - Final interview.
We are efficient decision-makers. Our interview process has a 2-week timeline and we do not waste time. We are not recruiters, we are real employees, with long tenures and institutional knowledge, and we work with and manage the job/team you are interviewing for. We take time to interview and build teams because our people are our most important resource.
$35k-62k yearly est. Auto-Apply 1d ago
V104- Legal Intake and client Specialist
Flywheel Software 4.3
Remote
For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.
As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022!
Job Description:
This role offers an exciting opportunity to support a fast‑growing legal practice by serving as a key point of connection between potential clients and the firm's services. As an Intake Specialist with Job Duck, you will guide individuals through their first interactions, ensuring they feel supported, understood, and well‑informed throughout the process. Each day, you'll help nurture warm leads, collect critical case information, and maintain accurate documentation that strengthens the client onboarding pipeline. Success in this role comes from being proactive, attentive, and confident in engaging with people while remaining highly organized and reliable. Candidates who thrive in dynamic environments and enjoy helping others will excel in this position.
• Salary Range: 1150 USD to 1220 USD
Responsibilities include, but are not limited to:
Support attorneys and team members by ensuring all intake information is complete and accurate
Monitor incoming leads and act promptly to avoid missed opportunities
Collect documents from clients and upload them into the CRM systems
Collaborate with management and the front desk during onboarding and workflow transitions
Help improve conversion rates by delivering highly attentive and personalized interactions
Maintain professionalism and clarity when setting expectations with clients
Nurture potential clients via phone and email communications
Conduct outbound follow‑up calls to warm leads to encourage conversion and scheduling
Perform accurate data entry and maintain organized digital files
Meet one‑on‑one with clients to gather essential information
Requirements:
• Full‑time position supporting a bankruptcy law practice
• Work hours: 8 to 5 EST
• Software and tools used:
• Next Chapter (CRM)
• Clio Manage and Clio Grow
• Whale for process training/documentation
• Spanish is mandatory
• High‑volume warm lead environment (60-90 leads monthly) with the goal of increasing conversions from the current 18 per month
• Requires consistent communication on calls and email nurturing
• Ideal start date: As soon as possible
Work Shift:
8:00 AM - 5:00 PM [EST][EDT] (United States of America)
Languages:
English, Spanish
Ready to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
$36k-63k yearly est. Auto-Apply 6d ago
Client Management Specialist
Orchestra 4.4
New York jobs
Orchestra is a strategic communications and marketing company built for today's complex and fragmented world. From decoding audiences to designing bold strategies, Orchestra integrates people, platforms, and stories that stick to help clients build lasting influence. The company offers programs that span from the highest level strategic business counsel through to tactical execution. Orchestra brings together 700+ people with experience across consumer and lifestyle, technology, nonprofit and philanthropy, real estate, sports, travel, hospitality, and more. Made up of leading firms BerlinRosen, Civitas Public Affairs Group, Derris, Glen Echo Group, Inkhouse, M18, Message Lab, Onward and Small Girls PR. Orchestra also launched Brightmode, a talent acquisition firm for communications professionals, and Versus Media Group, a strategy-first political media team. Learn more at ********************
People of all backgrounds and abilities are strongly encouraged to apply. Orchestra is committed to building and maintaining a diverse staff, and recognizes that its continued success depends on hiring and retaining high-quality creative professionals with a variety of backgrounds and experiences. Opportunities for advancement exist, and we are committed to helping all staff develop and grow.
ABOUT THE ROLE
Orchestra is seeking a Client Management Specialist to support the execution of the firm's core client management initiatives. This role is central to scaling Client Management at Orchestra and serves as a key execution partner to senior leadership. It ensures that the systems, trainings, and processes that support client retention and growth are executed consistently and effectively.
This is an ideal opportunity for a highly organized, proactive operator who thrives in fast-moving environments, is comfortable managing up, and enjoys working across multiple stakeholders with competing priorities.
Role location: This role is based in our New York, N.Y. or Washington, D.C. office on a hybrid basis. Orchestra staff are in the office 3 days per week.
ACCOUNTABILITIES AND QUALIFICATIONS
As a Specialist on the Client Management team, you will:
Partner closely with senior leaders to translate strategic priorities into actionable plans, timelines, and deliverables
Coordinate across Operations, Finance, and client-facing teams to support internal and cross-functional initiatives
Own and project manage key client management priorities including client leadership model adoption, internal trainings, and cross-sell and growth readiness efforts
Support efforts to retain, grow, and strengthen client partnerships across multiple teams
Manage and prioritize multiple workstreams, balancing urgent requests with longer-term projects
Support executive time management, scheduling, and prioritization as needed
Help drive change management initiatives by supporting adoption of new processes and ways of working
Identify opportunities to simplify workflows, improve clarity, and reduce rework
Own and manage specific processes, programs, or internal initiatives end-to-end
Help enforce core Client Management processes (inputs, timelines, ownership), escalating gaps as needed to ensure consistency and follow-through
Support intake, triage, and prioritization of Client Management requests to ensure focus on the highest-impact work
Prepare briefings, summaries, and materials for executive and cross-functional meetings to enable faster, more effective decision-making
Contribute to refining Client Management operating models based on what's working and what's not
Support planning and execution of high-visibility internal and external events (e.g., trainings, conferences), as needed
ESSENTIAL SKILLS
4-6 years of experience in operations, project management, agency, startup, campaign, or similarly fast-paced environments
Strong stakeholder management skills and comfort working with senior leaders
Excellent project management skills, with the ability to prioritize workstreams and track progress across multiple stakeholders
Proven ability to manage multiple projects simultaneously, work efficiently under pressure, and meet deadlines with high attention to detail
Ability to take initiative, manage up, maintain confidentiality, and exercise sound judgment
Strong judgment and comfort handling sensitive information
WORKING AT ORCHESTRA
Salary range (commensurate with experience and skills): $75,000-$90,000
#LI-KM1
#LI-Hybrid
Orchestra is the first communications company built for today's media landscape. Since 2022, it's acquired nine firms, including: BerlinRosen, Civitas Public Affairs Group, Derris, Glen Echo Group, Inkhouse, M18, Message Lab, Onward and Small Girls PR. It also launched Brightmode, a talent acquisition firm for your communication professionals. Learn more at: ********************
To ensure that applicants are matched with the job that best suits their qualifications and interests, information that you submit may be shared with our network agencies.
By providing your information, you are consenting to allow us and our subsidiaries to keep your information on file and to contact you regarding job opportunities, recruitment events and other related updates.
$75k-90k yearly Auto-Apply 27d ago
Client Experience Specialist
Thoughtful Automation 3.1
Austin, TX jobs
Opportunity: As a Client Experience Specialist at Smarter Technologies, you will support the deployment of AI-driven and human-in-the-loop (HITL) solutions that transform customer Revenue Cycle Management (RCM) operations. You will work closely with senior delivery leaders and cross-functional teams to ensure smaller customer accounts launch successfully, stabilize quickly, and begin realizing measurable operational and financial outcomes.
In this role, you help bring clarity to workflows, organize delivery activities, translate customer needs, and support issue resolution. You build customer confidence by ensuring they understand what is being deployed, how it works, and what outcomes to expect. This role is ideal for someone early in their delivery career who thrives in fast-paced environments and wants to grow into full implementation ownership.
Key Responsibilities:
Program Coordination and Delivery Support
* Coordinate day-to-day implementation activities for smaller customer accounts.
* Support delivery planning, milestone tracking, status reporting, and governance materials.
* Maintain structured, clear communication across internal teams and customer stakeholders.
* Document workflows, decisions, and updates needed for smooth execution.
Customer Alignment & Workflow Understanding
* Help customers understand AI/HITL workflows, handoffs, and operational impacts.
* Translate customer questions and workflow nuances into clear inputs for technical teams.
* Maintain alignment between customer SMEs and internal engineering, data, and operations teams.
Workflow Translation & Implementation Readiness
* Assist in mapping and validating customer workflows into AI/HITL processes.
* Support customer readiness, including data mapping, workflow walkthroughs, testing, and documentation.
* Ensure customer teams are prepared for go-live and early adoption.
Execution, Monitoring & Issue Tracking
* Track delivery progress, risks, and dependencies; surface issues early to delivery leads.
* Support issue triage, ensuring the right owners are engaged and resolutions are documented.
* Contribute to ensuring deployments stabilize and perform reliably.
Value Tracking and Continuous Improvement
* Monitor early performance signals such as throughput, exceptions, accuracy trends, and customer feedback.
* Identify improvement opportunities and collaborate with Delivery Executives or Customer Success.
* Capture lessons learned to enhance delivery playbooks, tools, and repeatable processes.
Minimum Qualifications:
* 2-4 years of experience in program coordination, implementation, consulting, or operations.
* Experience supporting technology deployments or workflow/process changes.
* Strong ability to document workflows, communicate clearly, and manage multiple tasks.
* Comfortable working with technical and non-technical teams.
* Organized, detail-oriented, proactive problem-solver.
* Interest in AI, automation, healthcare workflows, or RCM (expertise not required).
Preferred Qualifications:
* Exposure to healthcare RCM operations or healthcare technology.
* Experience with workflow documentation, requirements gathering, or product configuration.
* Familiarity with HITL systems, AI automation concepts, or process optimization.
* Experience coordinating cross-functional teams.
Thoughtful AI Benefits
* Market-leading base salary and bonus
* Medical, dental, and vision insurance for you and your dependents
* Flexible Time Off
$44k-85k yearly est. 14d ago
Client Experience Specialist
Thoughtful.Co 3.1
Austin, TX jobs
Opportunity:
As a Client Experience Specialist at Smarter Technologies, you will support the deployment of AI-driven and human-in-the-loop (HITL) solutions that transform customer Revenue Cycle Management (RCM) operations. You will work closely with senior delivery leaders and cross-functional teams to ensure smaller customer accounts launch successfully, stabilize quickly, and begin realizing measurable operational and financial outcomes.
In this role, you help bring clarity to workflows, organize delivery activities, translate customer needs, and support issue resolution. You build customer confidence by ensuring they understand what is being deployed, how it works, and what outcomes to expect. This role is ideal for someone early in their delivery career who thrives in fast-paced environments and wants to grow into full implementation ownership.
Key Responsibilities:
Program Coordination and Delivery Support
Coordinate day-to-day implementation activities for smaller customer accounts.
Support delivery planning, milestone tracking, status reporting, and governance materials.
Maintain structured, clear communication across internal teams and customer stakeholders.
Document workflows, decisions, and updates needed for smooth execution.
Customer Alignment & Workflow Understanding
Help customers understand AI/HITL workflows, handoffs, and operational impacts.
Translate customer questions and workflow nuances into clear inputs for technical teams.
Maintain alignment between customer SMEs and internal engineering, data, and operations teams.
Workflow Translation & Implementation Readiness
Assist in mapping and validating customer workflows into AI/HITL processes.
Support customer readiness, including data mapping, workflow walkthroughs, testing, and documentation.
Ensure customer teams are prepared for go-live and early adoption.
Execution, Monitoring & Issue Tracking
Track delivery progress, risks, and dependencies; surface issues early to delivery leads.
Support issue triage, ensuring the right owners are engaged and resolutions are documented.
Contribute to ensuring deployments stabilize and perform reliably.
Value Tracking and Continuous Improvement
Monitor early performance signals such as throughput, exceptions, accuracy trends, and customer feedback.
Identify improvement opportunities and collaborate with Delivery Executives or Customer Success.
Capture lessons learned to enhance delivery playbooks, tools, and repeatable processes.
Minimum Qualifications:
2-4 years of experience in program coordination, implementation, consulting, or operations.
Experience supporting technology deployments or workflow/process changes.
Strong ability to document workflows, communicate clearly, and manage multiple tasks.
Comfortable working with technical and non-technical teams.
Organized, detail-oriented, proactive problem-solver.
Interest in AI, automation, healthcare workflows, or RCM (expertise not required).
Preferred Qualifications:
Exposure to healthcare RCM operations or healthcare technology.
Experience with workflow documentation, requirements gathering, or product configuration.
Familiarity with HITL systems, AI automation concepts, or process optimization.
Experience coordinating cross-functional teams.
Thoughtful AI Benefits
Market-leading base salary and bonus
Medical, dental, and vision insurance for you and your dependents
Flexible Time Off
$44k-85k yearly est. Auto-Apply 14d ago
Client Experience Specialist- Marketing | Sage Home Loans
Red Ventures 4.4
Charlotte, NC jobs
This role requires a hybrid schedule and will be based in our South Charlotte, NC Headquarters (Tuesday through Thursday) and work fully remotely on Mondays and Fridays each week.
As a Client Experience Specialist, you'll be the trusted voice behind our brand-supporting clients directly, shaping how Sage shows up across public review platforms, and making sure every borrower feels heard from application to closing and beyond. This role blends mortgage expertise with thoughtful communication, reputation stewardship, and real-time problem solving. You'll partner closely with Sales, Operations, and Marketing to connect the dots between client feedback and meaningful action, helping us deliver a simple, human, and consistently excellent experience. At Sage, we put clients first, and you'll play a key part in ensuring our clients feel supported, respected, and genuinely cared for at every stage of their journey.
What You'll Do
Monitor and manage client reviews across platforms such as Google Business, Trustpilot, Zillow, BBB, and others, ensuring responses are timely, accurate, and aligned with Sage's brand voice.
Serve as a client-facing representative by making and receiving calls to address concerns, provide clarity, and reinforce a positive end-to-end mortgage experience.
Act as the primary point of contact for escalations, delivering empathetic, fast, and effective resolution while upholding compliance and client-first standards.
Identify patterns in client sentiment and feedback; track themes, analyze trends, and report insights to Marketing, Sales, and Operations to drive continuous improvement.
Partner cross-functionally to bridge communication between mortgage teams and brand/marketing efforts, ensuring consistency in messaging and service.
Proactively connect with clients post-closing to gather feedback, confirm satisfaction, and resolve lingering questions.
Document all client interactions, trends, and learnings in clear, actionable formats for internal partners.
Contribute to internal meetings by sharing reputation insights, emerging issues, and opportunities to elevate the client experience.
What We're Looking For
Experience in reputation management, brand communications, or public response drafting.
Solid understanding of the mortgage process and common client touchpoints, ideally with previous experience in lending, processing, or client-facing mortgage roles.
Strong verbal and written communication skills with the ability to deliver clear, empathetic, and brand-aligned messaging across phone and digital channels.
Proven collaboration skills and a team-first mindset; comfortable partnering across Marketing, Sales, Operations, and CX.
Ability to succeed independently in a fast-paced, remote or hybrid environment while maintaining accountability and responsiveness.
Strong organizational skills with the ability to manage multiple feedback channels, calls, and tasks simultaneously.
Analytical mindset with comfort identifying trends, root causes, and opportunities for improvement in client sentiment data.
Proficiency with reporting tools such as Excel or Google Sheets to track review volume, performance metrics, and sentiment trends.
Intellectual curiosity, proactive problem-solving, and a natural desire to understand client motivations and improve their experience.
Familiarity with public review platforms (Google Business, Trustpilot, Zillow, BBB), or willingness to learn, is preferred.
Compensation
Total Cash Compensation Range: $28 - $33 per hour
This range reflects total cash compensation, which may include base salary only or base salary plus target bonus, depending on the role. Where eligible, equity may also be offered separately and not included above. Actual compensation varies based on location, experience, and qualifications.
The following benefits are provided by Red Ventures, subject to eligibility requirements.
Health Insurance Coverage (medical, dental, and vision)
Life Insurance
Short and Long-Term Disability Insurance
Flexible Spending Accounts
Paid Time Off
Holiday Pay
401(k) with match
Employee Assistance Program
Paid Parental Bonding Benefit Program
Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential. That's why we offer a generous and flexible PTO policy. Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service.
Who We Are:
Sage Home Loans Corporation is a digital mortgage lender solution redefining the mortgage origination experience. By building new technology solutions we're creating simple and clean customer experiences to simplify the mortgage application process. Our team has developed a fully digital online application that enables the user to complete their application and start looking for the right mortgage that matches their needs 24/7. We then marry the digital journey with exceptional human interaction from our expert Loan Officers to create the best possible borrower experience.
Founded in 2000, Red Ventures (RV) is home to a diverse portfolio of industry-leading brands and businesses, strategic partnerships and proprietary technology, including Sage Home Loans, Bankrate, Lonely Planet, The Points Guy, BestColleges and more. Together, RV helps millions of people worldwide make life's most important decisions, accelerates digital adaptation, and innovates the online consumer experience by improving every step of the consumer journey from first discovery of information, throughout the decision-making process, to transactions. Headquartered south of Charlotte, NC, Red Ventures employs thousands of people across the US and Puerto Rico, with international offices in the UK and Brazil. For more information, visit *********************** and follow @RedVentures on social platforms.
At Red Ventures, we believe diverse, inclusive teams are better. To help you better understand our core values and beliefs, we encourage you to watch this brief YouTube video: Our Belief Statements. This will give you insight into the principles that guide our work and our commitment to fostering an inclusive environment.
We offer competitive salaries and a comprehensive benefits program for full-time employees, including medical, dental and vision coverage, paid time off, life insurance, disability coverage, employee assistance program, 401(k) plan and a paid parental leave program.
Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person's merit and qualifications.
We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact accommodation@redventures.com.
If you are based in California, we encourage you to read this important information for California residents linked here.
Click here for more details regarding the employee privacy policy: *******************************************************
Questions about this Privacy Notice can be directed to ******************************. Alternatively, you may raise any questions or concerns to your manager, HR Business Partner, or through the Privacy Team.
$28-33 hourly Auto-Apply 7d ago
Customer Retention Specialist
Kenect 3.8
Pleasant Grove, UT jobs
About us Kenect is on a mission to revolutionize customer communication and engagement for businesses across North America. Founded with a deep understanding of the challenges businesses face in connecting with their customers, Kenect helps companies streamline communication, enhance customer satisfaction, and drive growth through its innovative messaging and reputation platform. Trusted by thousands of businesses, our passionate team is committed to building technology that fosters closer connections and helps businesses thrive in a digital-first world.
About this role
We are seeking a highly motivated Customer Success Retention Specialist to join our team. This role is dedicated to reducing customer churn and preserving recurring revenue by actively engaging with customers at risk of cancellation. The ideal candidate is results-driven, thrives in high-volume customer interactions, and is passionate about problem-solving to deliver win-back and retention outcomes.
What you will be doing
Retention & Revenue Protection
Save $65,000 in ARR per month through proactive engagement and retention strategies.
Manage a pipeline of cancellation requests per month, working quickly to identify root causes and address customer concerns.
Make a minimum of 25 outbound dials per day to connect with customers considering cancellation.
Conduct empathetic, solution-oriented conversations to uncover business needs and propose tailored solutions.
Maintain professional, consultative, and persuasive communication across phone, email, and other channels.
Diagnose drivers of churn such as product gaps, pricing, or service dissatisfaction.
Collaborate with cross-functional teams (Product, Support, Sales, CS) to escalate feedback and deliver customer solutions.
Track and report on save rates, churn reasons, and revenue impact to leadership.
Maintain accurate records of customer interactions and outcomes in CRM systems.
Follow structured save-playbooks while contributing to process improvement and new retention tactics.
Skills & qualifications
2+ years in Customer Success, Retention, Account Management, or similar customer-facing role.
Proven track record of meeting or exceeding revenue retention or quota goals.
Strong phone presence with excellent negotiation, persuasion, and objection-handling skills.
Comfortable managing high-volume customer queues while delivering quality conversations.
Ability to analyze data and articulate actionable insights to improve customer outcomes.
Proficiency with CRM and customer success platforms (Salesforce)
Our company values we hope you showcase
See it, Solve it, Get it Done
Build, Adapt, Win
Unwavering Customer Obsession
What Kenect offers
Health, Dental, Vision, Life & Disability Insurance
Your birthday is a paid day off
Onsite gym
Breakroom full of snacks and drinks
Convenient location next to freeway entrance/exit
We believe in hiring self-motivated team members who can run alongside us without needing to be “managed” along the way. Yes, we have managers and 1:1s. Yes, we believe in giving open two-way feedback. We also believe in having team members who can run without the daily guidance that some companies prefer.
Kenect is an equal opportunity employer. We are an organization comprised of people of all kinds of backgrounds, and we believe this mix is precisely what makes us strong. All employment decisions at Kenect are based on business needs, job requirements, and individual qualifications without regard to race, color, religion or belief, family or parental status, or any other status protected under federal, state, or local law.
$34k-42k yearly est. Auto-Apply 41d ago
New Business Specialist, Arizona
Draftkings 4.0
Remote
At DraftKings, AI is becoming an integral part of both our present and future, powering how work gets done today, guiding smarter decisions, and sparking bold ideas. It's transforming how we enhance customer experiences, streamline operations, and unlock new possibilities. Our teams are energized by innovation and readily embrace emerging technology. We're not waiting for the future to arrive. We're shaping it, one bold step at a time. To those who see AI as a driver of progress, come build the future together.
The Crown Is Yours
As a VIP New Business Specialist, you'll streamline and enhance our onboarding and acquisition of our high-value players. You'll be a part of a team that prospects and sources to build relationships and continuously engage your customers. On this team, you'll optimize our VIP engagement strategy and understand the true needs of our players to foster long-term loyalty.
What you'll do as a VIP New Business Specialist
Actively prospect, attract, and develop new VIP players in your region.
Ideate, create, and execute regional DraftKings Player Acquisition events.
Implement a localized go-to-market strategy and develop VIP acquisition events, promotions, and offers.
Manage and monitor the implementation of the business plan to achieve planned revenue and profits.
Contribute to net revenue, process, and compliance initiatives while executing against all VIP policies and guidelines including responsible gaming policies.
Create a Player experience that will drive high levels of brand advocacy.
What you'll bring
Bachelor's degree in a related field and at least 3 years of Sales or Business Development experience with high-value accounts.
Experience managing a book of high-value accounts with preferred pre-existing customer relationships.
Comfort working in a fast-paced, highly collaborative, and entrepreneurial environment.
Willingness to travel and work nights and weekends.
Must be able to obtain and maintain required State Gaming Licenses.
This is a commission-based position. Total compensation details will be discussed during the interview process.
#LI-AS1
Join Our Team
We're a publicly traded (NASDAQ: DKNG) technology company headquartered in Boston. As a regulated gaming company, you may be required to obtain a gaming license issued by the appropriate state agency as a condition of employment. Don't worry, we'll guide you through the process if this is relevant to your role.
The US base salary range for this full-time position is 90,000.00 USD - 90,000.00 USD, plus bonus, equity, and benefits as applicable. Our ranges are determined by role, level, and location. The compensation information displayed on each job posting reflects the range for new hire pay rates for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific pay range and how that was determined during the hiring process. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.