Customer Agent jobs at Clearcover - 302 jobs

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 2d ago

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Sales and Customer Service Agent
Rent Sons Dba Surv 3.0
Newport, RI jobs
About Surv At Surv, we unite local communities by providing jobs that act as a pivotal point for young adults to springboard into a full and meaningful life. Our team is committed to delivering affordable, high-quality odd-job services for both neighbors and businesses, fostering a culture of servitude and connection within our communities.About the Role At Surv, our customers are more than just clients-they are our neighbors and an essential part of the communities we serve. As a Neighbor Success Associate (NSA), you will play a crucial role in shaping their experiences before and after a job is completed. Your role will involve engaging with both repeat and new customers, ensuring they feel valued and integrated into our service ecosystem. This is not a traditional sales position; rather, it's an opportunity to invite members of our community to rediscover the power of service while introducing new customers to the full range of our offerings.Responsibilities As Surv continues to grow, adaptability is key. The NSA role will evolve with the needs of the company, and responsibilities may shift accordingly. Primary functions include: Achieve Sales KPIs: Consistently meet or exceed key performance indicators (KPIs) related to the total value and number of confirmed bookings. Speed is essential to our customers, so we prioritize creating the most expedited booking process possible. Proactively Follow Up with Potential Customers: Conduct routine follow-ups with interested customers to nurture relationships and confirm bookings. Handle Incoming Calls Efficiently: Answer every phone call promptly and professionally, ensuring all customer inquiries are addressed without missed opportunities. Collaborate with the Operations Team: Work closely with Surv operations and internal teams to gather necessary information and provide comprehensive answers to customer concerns. Maintain a Strong Sales Pipeline: Keep detailed records of customer interactions, follow-ups, and potential opportunities to ensure a steady flow of bookings. Overcome Customer Objections: Identify customer concerns and objections, addressing them with effective solutions to move them toward a booking decision. Stay Knowledgeable on Services and Pricing: Continuously develop expertise on the company's offerings to confidently communicate value propositions and recommend the best solutions for customers. Drive Customer Satisfaction: Ensure a positive customer experience by delivering excellent communication, addressing customer needs, and building strong relationships to encourage repeat business and referrals. Adapt to Changing Sales Strategies: Stay agile and open to refining sales techniques based on performance insights, customer feedback, and company initiatives. Contribute to Team Success: Participate in team discussions, share best practices, and support colleagues to enhance overall sales performance. What We Are Looking For Comfortable spending the majority of the workday on the phone, including handling challenging customer conversations. A strong willingness to learn, grow, and continuously improve. Passion for problem-solving and an ability to think critically to find effective solutions. Requirements Excellent interpersonal and communication skills to work collaboratively within a team environment. Adaptability and flexibility to thrive in a fast-paced, evolving company. Minimum typing speed of 50 WPM. Must be willing to undergo a background check and be legally authorized to work in the U.S. Must have a smartphone and a laptop to perform job responsibilities effectively. What Training Will Look Like The paid training typically takes two weeks to complete, but we consider the initial 90-day period essential for full proficiency. There's a lot of exciting and valuable information to learn, and you'll receive support every step of the way-even if you've never worked for a home services business before. Week 1-2 Phase 1: Understanding the Business from the Ground Up You'll gain an in-depth understanding of Surv from a service-level perspective. We'll introduce you to the types of jobs we perform and demonstrate how they are executed. Since you'll be collaborating with Neighbors on various projects, it's important to have foundational knowledge of how they are completed. Phase 2: Learning Our Service Offerings and Policies You'll familiarize yourself with our service products, pricing model, and business policies to ensure you can confidently communicate and guide customers through their options. Phase 3: Training on Business Software We'll provide hands-on training with the software tools we use to operate efficiently, giving you the skills needed to navigate our platforms. Phase 4: Practical Software Application You'll begin applying what you've learned by using the software in real scenarios, with our team guiding you through the process. Week 3 Phase 5: Monitored Application You'll start handling tasks independently while we remain on standby to assist and answer any questions as they arise. Week 4 Training Complete By the fourth week, you'll be working more independently with weekly reviews to ensure continued growth and success. You will find that you receive a lot of support from other members of the team. Offer Details Location: Hybrid (In-office some days) First 30 Days: Required to work in-office daily After 30 Days: Eligible for one work-from-home day per week, based on performance review After 90 Days: Eligible for two work-from-home days per week, based on performance review Hourly Compensation: $15-$20 per hour, based on experience Commission Bonus Structure: Eligible for commission-based bonuses after 60 days and upon performance review Employment Type: Part-Time or Full-Time available based on need
$15-20 hourly Auto-Apply 60d+ ago
Senior Customer Success Consultant
People.Ai 4.2
Remote
People.ai is the leader in guiding enterprise sales teams on the proven path to pipeline and revenue generation. The People.ai enterprise revenue intelligence platform ensures organizations speed up complex sales cycles by engaging the right people in the right accounts. Through our patented AI technology, People.ai enables sales teams to clearly see whom to engage with in each of their accounts and exactly what to do to deliver the highest yielding deals. Enterprises such as Cisco, Verizon, Okta, and Zoom know that people buy from people, that's why people buy from People.ai. At People.ai, we believe that people enrich the world around them in countless ways. We believe that the more time they spend applying their creativity, resourcefulness, and critical thinking to activities that matter most in their professional life, the more effective a professional they become. We're developing a deep understanding of the professional world, mapping people, companies, and the information that flows between them through natural language processing and machine learning. Our team is a diverse, outspoken group of creatives and critical thinkers, hyper-focused on driving enterprise growth. We embrace different. We applaud non-traditional career paths. We're inspired by people who have made processes their own. We're looking for a Sr. Consultant - Customer Success who ensures the successful activation, implementation, and early adoption of People.ai solutions, driving tangible business outcomes for customers. As a technical advisor, this role partners with Sales, Customer Success, and Product teams to deliver seamless project implementations that empower customers to unlock value quickly and position them for long-term success. If you are a dynamic team player, a creative thinker who has fun tackling complex problems at scale, a strong relationship builder who thrives in a fast-paced environment, and are looking for a career-defining new challenge, we would love to hear from you!Responsibilities: Define the initial customer experience post-sales and partner with sales and CSMs to drive the strategy & execution of launching People.ai at new customer accounts Lead discovery processes to understand customer needs and align project configurations accordingly. Deliver targeted training and enablement programs to sales and marketing executives and managers to minimize ramp time and accelerate initial onboarding. Develop & maintain relationships with key customer champions and executive (VP to C Level) stakeholders across Sales, Marketing, Operations, and Customer Success teams Serve as a trusted advisor to the customer and internal GTM teams by translating complex operations and AI technology topics into digestible, business language. Build strong relationships with Engineering, Product, Sales, Marketing, and Customer Success teams to facilitate cross-functional execution on all customer commitments. Build customer advocates and partner with marketing to obtain customer references, testimonials, and case studies Identify and influence expansion opportunities by integrating insights into the future of the customer journey. Partner with product and engineering teams to prioritize customer requirements, drive improvements to maintain a competitive edge and contribute to the product roadmap Always represent the People.ai brand and help grow the team and hire great talent Requirements: 3+ years of relevant work experience Experience working in a SaaS software company is preferred Experience in Sales or Revenue Operations (Field Ops) managing processes such as forecasting, QBRs, territory design etc. is preferred Basic proficiency with Salesforce and other SaaS CRM, Martech platforms is preferred Experience delivering consultative engagements at a consultancy is a plus Comfortable working in high-velocity environments and dealing with ambiguity Ability to manage horizontally and vertically across internal and customer organizations Ability to build and cultivate relationships across business and technical stakeholders Experience navigating vast organizations across multiple stakeholders cross-functionally Headquartered in San Francisco, CA, People.ai is backed by Y Combinator and Silicon Valley's top investors, including ICONIQ Capital, Andreessen Horowitz, Lightspeed Venture Partners, Akkadian Ventures, and Mubadala Capital. People.ai is listed in the top 20 percent of Inc 5000 companies, is a regular leader in our key categories on G2, and is on the Forbes list of America's Best Startup Employers. For more information, please visit ************** -- Regular employees may be eligible for commissions or bonus programs (target included in OTE), equity, and benefits. The range is subject to change. People.ai takes into wide range of factors when determining an individual's pay. These factors can include, skill set, training and experience, licensure and certifications, and location and metropolitan area.
$68k-107k yearly est. Auto-Apply 14d ago
Customer Support Agent
Parentsquare 3.9
Remote
Who We're Looking for A ParentSquare Customer Support Agent will have customer service and empathy in their DNA. You're someone who is able to solve tickets quickly and efficiently without ever sacrificing the customer experience and will work on behalf of our customers with a passion for helping and going the extra mile. From parents to district and school administrators and teachers, you're available for support via email, chat and phone. You're our first line of communication for our customers and know our product inside and out to provide the best answers and solutions for our customers; should a problem require escalation, you'll act as the intermediary during the escalation process to make sure no detail is missed. You know how important your assistance is to our success and our ability to continue to grow and strive to help our Customer Support team to continually improve. This role will include: Answering incoming emails, live chats and phone calls Resolves product or service problems by clarifying the customer's needs, determining the cause of the problem, selecting and explaining the best solution to solve the problem, expediting correction or adjustment, and following up to ensure resolution Taking detailed notes of the contact in our ticketing system Resolving support issues quickly and efficiently Escalating tickets to the next tier support when unable to resolve Maintain updated knowledge of all company products and services in order to provide adequate education to customers Collect and record customer feedback and information, and share with appropriate departments and team members Improving help articles Developing support materials Product testing Contributes to team effort by accomplishing related results as needed. Attend all required customer service-related meetings Above all, providing the service the friendly and personalized service of which ParentSquare prides itself Our ideal candidate will have the following: Previous EDtech experience, SIS or experience with technical integrations (SFTP, API, etc) Prior experience in customer support or customer success and ticketing systems (Zendesk a strong plus) Bring a proactive, self-motivated and positive attitude to work everyday Multitask with excellent attention to detail and communication skills Quick learner, tech savvy, and a desire to learn in a dynamic startup environment Be able to work a flexible schedule, including early mornings or evenings and weekends The perks of working for us are great! You'll get your foot in the door as our company continues to grow. We're big believers in work-life balance and provide: Employer-paid health insurance (including dependent coverage) An employer-matched 401K retirement savings program from day 1 Paid Parental Leave Stock options Health + wellness reimbursements PTO that increases each year 15 paid holidays, including your birthday! As a fully remote team, we'll make sure you have all the tools and equipment you need to make your home office a place where you can thrive. We're an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. The salary range for this role will be $25-$28/hour, DOE.
$25-28 hourly 5d ago
Customer Success Executive
Luma Therapeutics 3.6
Remote
WE'RE LUMA HEALTH. Needing healthcare can be hard - getting care shouldn't be. We built Luma Health because we are all patients. We believe it should be easy to see and connect with our doctor. To get the care we need, when we need it. So, we've created solutions to fix this problem. Our technology makes messaging easier, scheduling appointments more efficient, and it modernizes care delivery from beginning to end. Customer Success Executive What YOU will do at Luma Health We are looking for a highly driven and empathetic Customer Success Executive to serve as a trusted advisor to our strategic customer base, comprising large health & hospital systems and Academic Medical Centers across the country. As a Customer Success Executive (CSE), you will play a key role in ensuring our customers derive maximum value from our products and services. You will manage a portfolio of strategic healthcare clients, responsible for building strong relationships at all levels within the customer's organization, and acting as a trusted advisor. You will be responsible for driving customer adoption, usage, satisfaction, retention, and growth, while leveraging deep industry and product knowledge to support our clients' long-term success. Key Responsibilities: Customer Relationship Management: Develop and nurture relationships with key stakeholders at healthcare organizations, including executive teams, clinical leaders, and operational managers. Serve as the primary point of contact for high-value clients, ensuring their needs are met and addressing concerns in a timely, professional manner. Onboarding & Adoption: Lead the team through the onboarding of new customers, working closely with internal teams to ensure seamless implementation and integration of our solutions into customer workflows. Drive product adoption and usage, working with clients to optimize their use of the platform and ensuring they achieve their desired outcomes. Strategic Planning & Account Growth: Work closely with clients to understand their business goals, challenges, and strategic priorities, tailoring solutions to meet their needs. Identify opportunities for upselling and cross-selling, positioning new products and features that align with customer objectives. Customer Success Strategy: Develop and implement customer success plans that align with customer goals and KPIs, ensuring measurable outcomes. Monitor customer health metrics (e.g., engagement, retention, satisfaction) and proactively address issues that may lead to churn or dissatisfaction. Conduct regular business reviews with customers to track progress, showcase value, and identify areas for improvement. Data-Driven Insights: Analyze customer data and feedback to derive actionable insights that help improve product offerings and customer success processes. Use data to drive customer outcomes, presenting reports and updates to both clients and internal stakeholders. Advocacy & Thought Leadership: Serve as an advocate for the customer within the company, ensuring their needs and feedback are communicated to relevant teams, such as Product and Engineering. Stay informed on industry trends, regulations, and technology developments in healthcare, positioning yourself as a trusted advisor to clients. Collaboration & Cross-Functional Support: Work closely with internal teams, including Sales, Product, and Support, to ensure customer needs are met and issues are resolved promptly. Provide training and education to both customers and internal stakeholders on the best practices for using our products and services. Who You Are 5+ years of relevant work experience in customer success or account management. SaaS experience preferred Excellent project management skills and ability to collaborate across multiple internal and external stakeholders Have exceptional written and verbal communication skills You have proven success in building trust and driving results for a broad range of stakeholders: senior executives, IT, and day-to-day users of the software Ability to quickly identify underlying drivers of problems, quickly develop hypotheses, and execute on a path to solve Proven record of unblocking relationships, turning detractors into advocates, and driving issues to resolution with great client satisfaction Tech-savvy and possess strong analytical skills: i.e., can analyze source material and verify accuracy and completeness of details Growth company DNA -- ability to thrive in a dynamic, fast-paced startup environment Proven Success in growing annual account spend over time. Nice to have: Healthcare, EMR, EHR Consulting, or Product Management experience Process building experience Upsell experience We Take Care of You! Competitive Health Benefits: Luma Health covers 99% of the employee and 85% of the dependent premium costs. Work Life Balance Flexible Time Off Wellness Programs Discounted Perks 401(k) and Company Equity Don't meet every single requirement? At Luma Health we are dedicated to building an inclusive workplace so if you're excited about this role but your past experience doesn't align with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Luma Health is proud to be an Equal Employment Opportunity and Affirmative Action employer. We believe in order to thrive, businesses need a diverse team and leadership. We welcome every race, religion, color, national origin, sex, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, or other applicable legally protected characteristics. Everyone is welcome here. Come join us if you want to make a difference in health care. Pay Transparency Notice: Depending on your work location and experience, the target annual salary for this position can range as detailed below. Full time offers from Luma also include incentive plan + stock options + benefits (including medical, dental, and vision.) Base Pay Range: $100,000-$125,000 USD Please note that you will never be asked to submit payment or share financial information to participate in our interview process. All emails from Luma Health will come from "@lumahealth.io" email addresses. Any emails from other email addresses are scams. If you suspect that you've been contacted by a scammer, we recommend you cease all communication with the scammer and contact the FBI Internet Crime Complaint Center. If you'd like to verify the legitimacy of an email you've received from Luma Health recruiting, forward it to *********************.
$33k-60k yearly est. Auto-Apply 16d ago
Customer Experience Representative
Swyfft 4.2
Morristown, NJ jobs
At Swyfft, we're reshaping the way home insurance and commercial package products are priced and bound. We've created an insurance experience that's smart, instant, and designed to deliver unparalleled customer service. Our focus on lightning-fast quotes and seamless claims servicing is powered by cutting-edge technology and an Agent and Customer-centric approach that sets us apart in the industry. Joining Swyfft means becoming part of a dynamic team of forward-thinkers who thrive on moving fast and delivering exceptional products. We pride ourselves on fostering an environment where creativity and positive energy thrive. As we continue to grow and expand, we're on the lookout for experienced professionals like you to join us in transforming the insurance landscape. If you're passionate about leveraging technology to provide the best customer service experience and are ready to be a part of our journey, we welcome you to explore opportunities at Swyfft! About the Position: Our Customer Experience Team is the best of the best when it comes to assisting our agents and policyholders with questions and inquiries about their policies. As a Customer Experience Representative, you will be instrumental in providing support that connects Swyfft with its policyholders and agents. This is a customer-facing position that requires exceptional phone, chat, and email communication skills. We are looking for friendly, collaborative, customer focused team members who genuinely enjoy helping customers and resolving their problems. Successful candidates will have the ability to multitask and thrive in a fast-paced, fun, team orientated environment. If you are tech savvy and possess great verbal and written communication skills this could be the perfect opportunity for you! *This position is a 100% remote U.S. based opportunity that can be based in one of the following states only: AL, AZ, FL, GA, KY, LA, MA, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. Some travel for day-to-day work, team meetings, and training will be required. Key Responsibilities: (What you'll be asked to do) Support our world-class customer experience team by fielding questions from agents and policyholders regarding policy and underwriting questions via phone, email, and chat. Utilize our Zendesk ticketing system to accurately find, examine, and troubleshoot inquiries from customers and agents. Processing endorsements and cancelations for our agents and policyholders. Other miscellaneous projects and administrative duties as needed. The Successful Candidate: (what we're looking for) Provide a great customer experience to our customers and agents in a fast-paced, high-call volume atmosphere. You're a self-starter who recognizes and upholds company values and culture, while always striving to perform at your best. You have a keen sense of knowing when to escalate certain questions and situations to the appropriate internal team members. You're motivated, show initiative, and understand what it means to get the job done! You have excellent organizational skills, attention to detail, and strong ability to multitask. You work well with others in a fast-paced, collaborative environment. Familiarity or previous experience working in a homeowner policy focused environment is a plus. Some Requirements: 3+ years of experience in the insurance, customer service industry, or related field. Bi-Lingual (English/Spanish) is a plus. Education: High School Diploma or its equivalent (GED) is required. Computer Skills: Must be proficient with MS Office and other internal insurance related programs, systems or applications. (Outlook, Word and Excel). Ability to communicate effectively using programs such as Slack & MS Teams. You are comfortable sharing screens and video chatting. Previous experience using Zendesk is a plus, but not required. Other: Reliable high-speed internet connectivity required. Designated quiet work from home space. The typical base pay range for this role across the U.S. is: $45,000-$50,000 per year + benefits. There is a different range applicable to specific work locations. This salary range is a good-faith estimate of what Swyfft may pay for this position at the time of posting. Actual compensation may vary based on skills, qualifications, and experience. The range reflects annual compensation (as applicable) and does not include bonuses or other incentives that the company may choose to pay at its sole discretion. In addition to base compensation Swyfft offers a comprehensive benefit package. We Have a Great Benefits Package! Medical, Dental, and Vision Short- and Long-Term Disability (Company Paid) Voluntary Long-Term Disability Employee Life & AD&D (Company Paid) Voluntary Employee, Spouse, and Child Life & AD&D Healthcare, Dependent Care and Transit FSA, and Healthcare Savings Account (HSA) 401K with a generous matching contribution and no vesting schedule 20 days of PTO annually (prorated based on hire date) Company Paid Holidays and 2 “Choose Your Own Holidays” It is the policy of Swyfft to provide equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, ethnic origin, gender, gender identity, age, marital status, veteran status, sexual orientation, disability, or any other basis prohibited by applicable federal, state, or local law. EOE/AA/M/D/V/F. If you require accommodations during the application or interview, please contact Kristine Kustra at ******************* or Nicholas Balten at **********************, and we will make every effort to accommodate your needs. Please Note: Swyfft Holdings, LLC is not accepting 3rd party agency resumes for this position, please do not forward resumes to our careers email address or Swyfft Holdings, LLC employees. Swyfft Holdings, LLC will not be responsible for any fees related to unsolicited resumes.
$45k-50k yearly 2d ago
Customer Experience Representative
Solace 4.1
Remote
Solace is a healthcare advocacy marketplace that connects patients and families to experts who help them understand and take charge of their personal health About the Role As a Customer Experience Representative for Solace, you will be supporting our patients and advocates via phone, email, and chat. Through feedback and action, you'll also be supporting our team in getting people the help they need on their healthcare journey. In this role, you will work with our clients and advocates, supporting them in numerous ways. From appointment confirmations to in-depth troubleshooting, to coming up with creative solutions that resolve any issues that our clients and advocates encounter. You will also work with our new clients to support them during their first experiences with us, while sharing and tracking feedback so that we can make Solace a world-class experience for all of our users. About Solace Healthcare in the U.S. is fundamentally broken. The system is so complex that 88% of U.S. adults do not have the health literacy necessary to navigate it without help. Solace cuts through the red tape of healthcare by pairing patients with expert advocates and giving them the tools to make better decisions-and get better outcomes. We're a Series B startup, founded in 2022 and backed by Inspired Capital, Craft Ventures, Torch Capital, Menlo Ventures, and Signalfire. Our fully remote U.S. team is lean, mission-driven, and growing quickly. Solace isn't a place to coast. We're here to redefine healthcare-and that demands urgency, precision, and heart. If you're looking to stretch yourself, sharpen your edge, and do the best work of your life alongside a team that cares deeply, you're in the right place. We're intense, and we like it that way. Read more in our Wall Street Journal funding announcement here . What You'll Do Learn the Solace systems, tools, and technology, our foundation for being able to offer a great support experience Use the resources we supply to provide world-class CS to our clients and advocates Help us to gather and track feedback in order to work toward the constant improvement of our customer's experience and our platform Build strong relationships with our clients and advocates, helping them feel heard and understood Take action based on the feedback you receive by reporting issues and sharing detailed notes Resolve clients and advocate inquiries to their complete satisfaction via phone, email, and chat What You Bring to the Table Empathy is your superpower, and you're confident working through the toughest of conversations, whether by phone, email, or chat You're detail-oriented and understand that sometimes the smallest details make the biggest difference You know your way around a computer and are a quick learner who works well in (sometimes) hectic circumstances, thriving while learning new tasks You are a natural troubleshooter. You know what questions to ask to get to the root of any issue, and have enough tech experience to walk someone through basic issues with their browser or phone You are a creative problem solver and won't hesitate to lean on your team for help when necessary, but will execute confidently when called upon You are more than comfortable giving and receiving feedback You thrive on ensuring great outcomes for every person you interact with You enjoy and embrace interacting with people from all walks of life in order to ensure they're getting the health care they deserve You're comfortable forming quick bonds during your contact with our clients, and thrive under the pressure of resolving complex issues, even when those clients are upset You're flexible and willing to jump in and assist with anything when called upon If you see something that's not quite right or that is causing friction, you are not shy about reporting the trouble and help suggest a solution You're a team player with a “get it done” mentality, ready to contribute meaningfully to your team's success Compensation Hourly compensation for the role $21/hr - $26/hr Applicants must be based in the United States. Up for the Challenge? We look forward to meeting you. Fraudulent Recruitment Advisory: Solace Health will NEVER request bank details or offer employment without an interview. All legitimate communications come from official solace.health emails only or ashbyhq.com. Report suspicious activity to recruiting@solace.health or advocate@solace.health.
$21-26 hourly Auto-Apply 22d ago
Customer Service Agent - Rocky Mount
Revenue 4.1
Rocky Mount, NC jobs
Agency Dept of Revenue Division Job Classification Title Administrative Specialist I (S) Number Grade NC08 About Us The North Carolina Department of Revenue is committed to excellence in tax administration, ensuring secure and efficient collection of revenue to fund vital public services. We are an employer of choice offering excellent benefits, competitive pay, professional development, and career advancement. Our dedicated team provides accurate information, achieves high compliance, and delivers innovative services with integrity and fairness. DOR is an equal opportunity employer hiring qualified candidates regardless of race, color, gender, national origin, religion, age, disability, or political affiliation. Description of Work Come work for NCDOR! We will teach you all about taxes so you can serve the taxpayers of North Carolina! If you are looking to start a career in government, balance your professional and personal life, or simply to serve North Carolina taxpayers, a career with the NCDOR may be the right fit for you! NCDOR is committed to recruiting top-talent employees and developing career paths that will allow you to build long-term, rewarding and satisfying careers. Salary: We are currently hiring Customer Service Agents with a $39,000 salary in our Rocky Mount Customer Service Center. Bilingual Agents who utilize their Spanish skills are compensated at a salary of $40,950. Agents meeting all training progression requirements are eligible for a 5% salary increase and option for full time remote work. The Work: This position assists taxpayers by providing excellent service while educating and enforcing compliance with the Revenue Laws of North Carolina. Responsibilities of these positions include, but are not limited to: • Consistently answer incoming calls via a high-volume telephone system • Answer questions from taxpayers and representatives regarding refunds, payment plans, notices received, account balances, tax laws, and policy and procedures • Complete our premier program to understand and communicate personal and sales and use tax laws After successfully completing training, you will possess the knowledge, skills, and abilities necessary for career advancement within the agency and have the option to work from home. Knowledge Skills and Abilities/Management Preferences Good communicator (both written and verbal) with the ability to express oneself clearly and concisely Experience with the use of a computer and proficiency in word processing Demonstrated experience maintaining courteous and professional behavior while dealing with controversial matters and irate customers Effective July 1, 2025, candidates now meet the minimum qualifications of a position if they have the minimum education and experience listed from the class specification. The knowledge, skills, and abilities listed in the vacancy announcement should be used as management preferences and be used to screen for the most qualified pool of applicants. COMPENSATION & BENEFITS: The state of North Carolina offers excellent comprehensive benefits. Employees can participate in health insurance options, standard and supplemental retirement plans, and the NCFlex program (numerous high-quality, low-cost benefits on a pre-tax basis). Some highlights include: · The best funded pension plan/retirement system in the nation according to Moody's Investor's Service · Twelve paid holidays per year · Fourteen vacation days per year which increase as length of service increases and accumulates year-to-year · Twelve sick days/year which are cumulative indefinitely · Paid Parental Leave · Personal Observance Leave and Community Service Leave · Longevity pays lump sum payout yearly based on length of service · 401K, 457, and 403(b) plans · Eligibility for the Public Service Loan Forgiveness Program The North Carolina Department of Revenue is committed to excellence in tax administration, ensuring secure and efficient collection of revenue to fund vital public services. We are an employer of choice offering excellent benefits, competitive pay, professional development, and career advancement. Our dedicated team provides accurate information, achieves high compliance, and delivers innovative services with integrity and fairness. DOR is an equal opportunity employer hiring qualified candidates regardless of race, color, gender, national origin, religion, age, disability, or political affiliation. This position is subject to federal and state criminal background checks that may include fingerprinting and verification of tax compliance. "Tax compliance" is defined as having filed and paid all North Carolina State taxes owed each year leading up to the current calendar year or currently in a non-delinquent payment status with the State of North Carolina on taxes that are currently owed to the state. To be considered within the most qualified pool of applicants and receive credit for your work history and credentials, you must document all related education and experience on the State of North Carolina application in the appropriate sections of the application form. Any information omitted from the application cannot be considered for qualifying credit. Applicants eligible for veteran's preference should attach a copy of form DD-214. If you have general questions about the application process, you may contact Human Resources at ************ or ************************ . Individuals with disabilities requiring disability-related accommodations in the interview process, please call the agency ADA Administrator at ************. Minimum Education and Experience Some state job postings say you can qualify by an “equivalent combination of education and experience.” If that language appears below, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both. See the Education and Experience Equivalency Guide for details. High school diploma or General Educational Development (GED) diploma and two years of related administrative experience; or equivalent combination of education and experience. EEO Statement The State of North Carolina is an Equal Employment Opportunity Employer and dedicated to providing employees with a work environment free from all forms of unlawful employment discrimination, harassment, or retaliation. The state provides reasonable accommodation to employees and applicants with disabilities; known limitations related to pregnancy, childbirth, or related medical conditions; and for religious beliefs, observances, and practices. Recruiter: Donna Howe Recruiter Email:
$39k-41k yearly Auto-Apply 14d ago
Remote Customer Service Agent
Remote Career 4.1
Los Angeles, CA jobs
Travel Agents are responsible for creating and booking travel itineraries for clients. The most successful Travel Agents are able to use networking and marketing to establish connections with their clients. Some general responsibilities could include: We are looking for true Entrepreneurs! Roles & Responsibilities Research, Create, and Execute exceptional itineraries for clients Review individuals needs and wants for travel, to ensure you can cater a trip specially designed to meet their needs Complete ongoing training to earn and maintain certification to book travel Attend ongoing webinars with vendors and suppliers, to become specialized with specific destinations Review budgets, and plan trips according to clients budget constraints Create promotional materials to utilize Monitor restrictions on travel that come and go Book travel needs (airline, car rental, hotel accommodations, cruise, ticket/event sales, etc) Effectively communicate with clients pre/post travel Handle issues that may arise during the bookings and/or travel for clients Network with tour operators regarding packages that you can possibly offer to clients Part Time or Full time Requirements Must be at least 18years of age, and be authorized to work within the US. Must be able to effectively communicate with clients (strong sales background a plus) Must have a smartphone with internet access, laptop recommend but not required Personal travel experience is a huge plus, however not required Previous experience in customer service or hospitality also a plus, but not required Benefits Flexible Schedule Travel Perks Licensed & Bonded Personal Website E&O Insurance with Fraud Protection Daily Training Available Travel Agent Certification
$31k-39k yearly est. 60d+ 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. 23d 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 13d ago
Remote Customer Service Agent
Remote Career 4.1
Boca Raton, FL jobs
Travel Agents are responsible for creating and booking travel itineraries for clients. The most successful Travel Agents are able to use networking and marketing to establish connections with their clients. Some general responsibilities could include: We are looking for true Entrepreneurs! Roles & Responsibilities Research, Create, and Execute exceptional itineraries for clients Review individuals needs and wants for travel, to ensure you can cater a trip specially designed to meet their needs Complete ongoing training to earn and maintain certification to book travel Attend ongoing webinars with vendors and suppliers, to become specialized with specific destinations Review budgets, and plan trips according to clients budget constraints Create promotional materials to utilize Monitor restrictions on travel that come and go Book travel needs (airline, car rental, hotel accommodations, cruise, ticket/event sales, etc…) Effectively communicate with clients pre/post travel Handle issues that may arise during the bookings and/or travel for clients Network with tour operators regarding packages that you can possibly offer to clients Part Time or Full time Requirements Must be at least 18years of age, and be authorized to work within the US. Must be able to effectively communicate with clients (strong sales background a plus) Must have a smartphone with internet access, laptop recommend but not required Personal travel experience is a huge plus, however not required Previous experience in customer service or hospitality also a plus, but not required Benefits Flexible Schedule Travel Perks Licensed & Bonded Personal Website E&O Insurance with Fraud Protection Daily Training Available Travel Agent Certification
$21k-28k yearly est. 60d+ ago
Customer Care Specialist, Commercial Insurance- 100% Remote
My Coi LLC 3.8
Indianapolis, IN jobs
my COI is growing. Join the Movement. #my COIvibe Customer Care Specialist U.S. Remote Company Description: my COI (********************** is an early industry-leader in the insurance technology space providing an innovative SaaS solution for tracking, processing, and managing certificates of insurance. Our Purpose - Erase the Worry through The Work We Do - Eliminating the disruptive impact of an insurance claim. A fully remote company, headquartered in Indianapolis, my COI's proven track record of national growth and success has impacted hundreds of customers who use our products and services ranging from Fortune 100, Higher Education, Construction, Logistics, Healthcare, Property Management, down to some of our local favorite sports teams. my COI offers an easy-to-use, cloud-based solution to protect organizations and ensure end-to-end compliance. It's smart technology that has our industry expertise built right in-designed to provide a single place to view COI's, compliance, and risk reporting, for vendors, suppliers, tenants, subcontractors, franchisees, and carriers. my COI's channel partners, a great leadership team that is energetic, innovative, and goal-oriented; along with living our core values: Unite, Reach, Own It, Choose Positive, Innovate and Be Trusted, drives our continued growth and success. We work hard to maintain an open, supportive culture that promotes the pursuit of excellence. As a member of our team, you'll enjoy a competitive compensation package, great work-life balance, and an innovative, supportive culture. We know that my COI's success derives from great teamwork and each individual's exceptional results. Join us on our mission to disrupt, innovate, and lead the industry! Position Summary: The Insurance Customer Care Specialist is responsible for providing best in class support to our commercial customers. You are the front-line resource for our customers and will support them with system access questions, information verification, tracking, end user system support and escalations. A passion for building sustainable customer relationships, resolving customer issues quickly and accurately, while incorporating our Core Values, will be the cornerstones to your success and development. This is a wonderful role for individuals who love building relationships, helping people, and working together with a great team! Commercial insurance service experience is required. What Makes this a Great Opportunity: Represent a leading SaaS company with the most innovative technology in the industry and a 98% customer retention rate! Professional growth & learning opportunities due to exceptional continued business growth and a culture that strongly supports your own personal growth. Work for a 2023 Indy Star Top Workplaces winner and 2022 TechPoint #MiraAwards Exceptional Employer Award winner. Great work-life balance, amazing company culture and comprehensive benefits (including 401k w/match, Pet Insurance & Paternity Coverage). Essential Responsibilities: Build sustainable relationships of trust through open and interactive communication with teammates and customers Provide appropriate solutions and alternatives within a timely manner; follow up to ensure resolution Upload Certificates of Insurance (COI's) into our software program Solve and respond to support emails Maintain inbound and outbound phone calls Ensure accurate tracking of communications Aid in the teaching and training of our customers and users to ensure proper software utilization and satisfaction Meet personal and team goals for productivity and customer satisfaction Required Knowledge & Skills: Commercial insurance industry experience required, personal, health and life insurance will not be applicable Experience working with Certificate's of Insurance on an entry level Experience working remotely 1+ years in a customer support role Proficient use of Microsoft Word and Excel Experience meeting daily set goals and metrics Passion for customer service and serving others Excellent verbal and written communication skills Ability to multi-task, prioritize, and manage time effectively Demonstrated problem resolution skills and ability to make quick decisions Team-oriented, enjoys working together to provide solutions and best in class service Travel Responsibilities: None Education Requirements: Bachelor's Degree preferred but not required Compensation: Competitive compensation package Location: 100% Remote We are only able to consider U.S. based candidates at this time. Benefits: Medical 401k w/match Health Savings Account/HSA Dental Vision Short Term Disability Insurance Paternity and Maternity leave for expecting parents. Pet Insurance (includes pet food, prescriptions, etc.) Life Insurance Paid Time Off (Holidays, Vacation, Flex Time, Community Volunteer Time) *****Must be located within the United States to be considered for the role. ***** my COI is an equal opportunity employer and does not unlawfully discriminate against any applicant or candidate on the basis of race, color, religion, sex, national origin, age, disability, sexual orientation, or any other class protected by federal or state law. All your information will be kept confidential according to EEO guidelines. Certificates of Insurance - Software as a Service - Compliance - Insurtech Certificate Review - Insurance Review - Compliance Review - Policy Review - Endorsement - Insurance Tracking - Commercial Insurance - Customer Care - Insurance - Client Success - Training - Technology
$28k-33k yearly est. Auto-Apply 14d 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 11d 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 2d 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 7d ago
V104 - Intake and Client Experience 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 opportunity to join Job Duck as an experienced Intake Specialist supporting a fast‑paced family law practice. The position is ideal for someone who excels in guiding prospective clients through a thoughtful intake experience while maintaining strong attention to detail and professionalism. You will interact with leads, qualify potential clients, schedule consultations, and ensure each person receives a respectful and organized experience from first contact onward. The role also expands into administrative and project‑based work, making it a great opportunity for someone who enjoys broad responsibilities and structured oversight. Candidates who thrive in communication‑heavy environments, adapt quickly, and take ownership of their work will feel right at home. • Salary Range: 1,150 USD to 1,220 USD Responsibilities include, but are not limited to: • Maintain consistent communication with the attorney and team • Communicate with leads through phone, email, and messaging platforms . High call volume • Assist with administrative work assigned by leadership • Contribute to project‑based tasks as needed • Support marketing efforts by scheduling appointments • Support posting and applying payments in Clio • Maintain lead records in Lawmatics • Schedule consultations and follow up promptly • Qualify incoming leads and determine case viability • Handle the complete intake process for prospective clients • Ensure all client and lead information is accurately documented Requirements: • Prior experience in legal intake required (family law preferred) • Must have strong English fluency• Must be comfortable with structured oversight and performance evaluations • Client service orientation • Ability to multitask in fast‑paced environments • Strong organizational and prioritization abilities • Detail‑oriented work habits • Tech‑savvy with comfort learning new systems • Proactive approach to problem‑solving • Ability to work independently with accountability • Strong time‑management abilities • Empathy and professionalism when speaking with potential clients Work Shift: 8:30 AM - 5:30 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 2d ago
Client Success Specialist - Business Listings Team
Reputation 4.3
Scottsdale, AZ jobs
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
Customer Support Agent (LATAM, EST)
POWR 4.1
Remote
POWR is a leading website plugin platform used by hundreds of thousands of businesses worldwide. Our apps provide merchants with customizable, easy to use solutions to help them grow their businesses online through our various apps. Support at POWR is not just about answering tickets. We focus on solving real problems, helping users succeed, and actively contributing to retention, reviews, and revenue growth. Role Overview We are looking for a result driven Customer Support Agent based in LATAM to support our growing user base. This role plays a key part in handling email and messaging zendesk tickets, reducing response times, and supporting our revenue and retention goals. You will work closely with senior agents and help ensure users receive fast, accurate, and empathetic support. This position reports directly to the Customer Support Manager. This is a fully remote position. We are looking for a candidate in LATAM supporting Eastern/European time zones. Key Responsibilities Provide exceptional assistance to the incoming email and messaging tickets in Zendesk according to our SLAs and KPIs Troubleshoot technical and product-related issues across multiple platforms, including Wix and Shopify Follow internal playbooks, macros, and workflows to resolve issues efficiently Escalate complex cases with clear context and proper investigation Proactively follow up on open high-priority tickets to reduce user waiting time Maintain a high standard of communication and investigation quality End interactions when appropriate with a review request, upsell, or cross-sell, aligned with user needs Requirements Must-Have Based in LATAM and able to work 9am - 5pm EST Fluent written and spoken English 3+ year experience in SaaS customer support Hands-on experience supporting Wix and/or Shopify merchants is strongly preferred Strong problem-solving, communication and analytical skills Ability to investigate and explain technical concepts in simple, user-friendly language You have a strong work ethic and understand the bigger picture in every decision and support interaction. Nice to have: Experience with Live chat or Messaging support, preferably in Zendesk Basic understanding of HTML, CSS, or website plugins Experience contributing to sales, upsell, or retention efforts What Success Looks Like Consistently meeting response time and quality KPIs Helping reduce ticket backlog and wait times Clear, friendly, and helpful communication with users Positive CSAT and contribution to team revenue and review goals Strong collaboration with the Support team and alignment with POWR culture Compensation & Benefits $900 USD fixed per month + Performance based bonus Fully remote position Stable working hours aligned with EST 25 days of paid vacation per year Opportunity to grow within a performance-driven Support team
$900 monthly Auto-Apply 8d ago
Customer Service Representative
Matic 3.9
Columbus, OH jobs
The Importance of this Role We're looking for a Customer Service Representative to be the voice of Matic! Your job is to keep our customers happy by providing top-notch service. You will work directly with customers over the phone to answer questions, resolve concerns, and ensure they stay with Matic for the long haul. Responsibilities: Frontline Support: Provide expert service and guidance to our customers primarily over the phone, as well as email and text. Retention: Identify customers at risk of cancellation and use problem-solving skills to retain their business Value Articulation: Clearly articulate the Matic value proposition to reinforce why the customer chose us. Upselling: Offer other insurance products (bundling) to our customers where applicable to increase their coverage and value. Goal Achievement: Achieve team goals for productivity, quality, client satisfaction) and policy retention. Our Expectations of an Inbound CSR: Save Attempt EVERY TIME: We require a save attempt to be made on every cancellation request. One Call Resolution: Do everything you can to solve the issue before ending the call. Customer Holds: Inform customers they are being placed on hold. Check in every minute at a minimum to update. We Champion Our Customers: Every call and every interaction. Be proactive and if something is not right, own it. Professionalism: Be calm, professional, and empathetic. Represent the company as you would want your company represented. Good, Better, Best: Don't settle. Look for ways to improve daily. Requirements: 1+ year of Customer Service experience (phone-based). Effective verbal communication skills with a talent for de-escalation and empathy. Tenacity and persuasiveness-you must be comfortable attempting to "save" a customer who wants to cancel. Ability to multitask: listening and responding to the customer while using a computer to research and enter information. Passion that can convey the value of our Matic message clearly. What We Offer We offer a competitive base hourly rate of $19.23 to $20.19 You have an ownership stake - all Maticians receive Matic stock options. Unlimited Paid Time Off. Company covered Health, Dental & Vision insurance for each Matician ($0 out of your paycheck for benefits), plus HSA with employer contribution. 401(k) Retirement Plan. Continuing education, licensing and professional development paid for by Matic. Career advancement - we have a culture that focuses on internal promotion and career growth. A TRUE team culture - One team, one dream is our company motto and while we are working hard to simplify the world of insurance, we never forget to play hard as well - we pride ourselves on frequent team events like happy hours, game nights, volleyball/kickball teams, etc! Modern office environment (that's CDC compliant!) - we have a trendy HQ in the heart of German Village in downtown Columbus with awesome amenities including ping pong tables, coffee/espresso bar, flavored water bar (sparkling or still, your choice!). About Matic Matic is a startup with ample opportunities for growth. Since 2014, Matic has changed the landscape of the insurtech industry by integrating insurance within the home and auto ownership experience. Today, Matic's digital insurance marketplace has over 50 A-rated home and auto carriers, as well as distribution partners in industries ranging from mortgage origination and servicing to banking, auto financing, and much more. We hire rock stars who are passionate about owning their work and are obsessed with finding a better way. Working at Matic means working collaboratively towards one common goal; we are one team with one dream. We have a fast-paced culture that is driven by quality, transparency, and of course fun. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future. This position does not offer sponsorship.
$19.2-20.2 hourly Auto-Apply 17d ago