Customer Support Specialist jobs at Clearcover - 340 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
Looking for a job?
Let Zippia find it for you.
Technical Customer Support Specialist Tier II
Evercharge 4.4
Remote
Technical Customer Success Tier 2
Responsible for managing client relationships, improving technical product deficiencies and troubleshooting complex issues
Responsibilities:
Provide high-quality front-line support to customers via all communication methods (Calls, Email, Ticket view)
Promptly process incoming escalated inquiries within SLA and TAT standards in the ticket management queue (HappyFox)
Dive into Technical KPIs to review with management on a monthly basis
Customer-centered helping EverCharge increase customer loyalty and an overall outstanding experience.
Hands-on technical VPN, basis networking connectivity infrastructure troubleshooting
Reduce customer response time, escalations, and any churn, increasing overall customer satisfaction
Analyze and report product malfunctions, changes, bugs, and note root cause
Target to resolve incidents before TAT on all key issues (VIP properties and prioritized cases marked as critical)
Real-time diagnosing with customers and 3rd party electricians
Qualifications:
Ability to sustain a high level of productivity in a remote-based work environment.
Excellent communication skills, including active listening and verbal communication.
Service-oriented and able to effectively interact with customers in a manner that leads to customer satisfaction.
Proficient computer skills with the ability to learn new software
Ability to thrive in a fast-paced, evolving environment.
Technical knowledge of Linux command tools, Linux shell and python, Bash scripting, SQL
2-3 years of experience working in a help desk environment
Ability to work in the Pacific business hours (~10am-6pm PST)
Preferred Experience
Experience in small to mid-size companies (50-200 people).
Strong organizational and time management skills.
Clear communicator with sharp attention to detail.
Self-starter who thrives in fast-paced environments and can manage multiple priorities.
Job Title and Compensation:
The base salary range for this position is between $23.55 and $27.70 per hour based on full-time employment.
Actual salaries are based on several factors unique to each candidate, including but not limited to skill set, experience, certifications, and work location.
Our open positions are based on job competencies that are specific to each role. If you are offered a position, the job title may be different from what is advertised to align with the role's competencies and your specific background, experience, and interview results.
$23.6-27.7 hourly 40d ago
Customer Experience Specialist
Truewerk 3.6
Denver, CO jobs
TRUEWERK, based in Denver, Colorado, is reimagining life and work in the trades by engineering the world's most technically advanced, high-performance workwear. Today's trade professionals rely on apparel that keeps them safe, comfortable, and capable of performing at their best. By innovating technical fabrics that deliver unmatched performance in hot weather - or that layer together effectively in cold and inclement conditions - TRUEWERK proudly supports the men and women across the trades who are building tomorrow. TRUEWERK serves customers in the U.S. and Canada via TRUEWERK.com, Amazon, and through our wholesale, retail, and enterprise sales partners. With about 50 hardworking employees, TRUEWERK is on a strong growth trajectory and is passionate about developing its people and culture in support of its mission.
Job Description
We're looking for a passionate, product-oriented Customer Experience Specialist in the Denver, Colorado area with a strong respect for the skilled trades to be an advocate for our customers. With a focus on anticipating customer needs, you'll partner with internal and external teams to solve problems and deliver top-notch service at all customer touch points. This is an early- to mid-career position reporting to the Customer Experience Manager and working closely with the marketing, product, and enterprise teams to provide unparalleled customersupport.
Want to learn about our gear? Watch our Workwear as a System video. (*****************************
This is a full-time nonexempt (hourly) position requiring an in-office presence at our headquarters in Denver, Colorado at least one week per month, with the option to work remotely based on business needs.
ROLE & RESPONSIBILITIES
Make their day: Create stellar interactions with our customers by enthusiastically responding to tickets, chats, and phone calls and routing customer inquiries in FreshDesk to continue to deliver Truewerk's promise of industry-leading customer service.
Own it: Delight your customers by proactively managing returns, exchanges, and order fulfillment on the direct-to-consumer side of the business. Spread the love by diving into ways you can provide additional support to our enterprise and sales teams when needed.
Collaborate: Identify friction points in your day-to-day work and partner with coworkers, vendors, and business partners to streamline and improve the tools and processes that impact the customer journey.
Bring it home: Share customer feedback with our marketing, sales, product, and operations teams to help us continuously improve our technical workwear systems based on your first-hand insight into our customers' experiences.
Qualifications
Must Have
1 year experience in Customer Service or Customer Experience
Inbound phone call handing experience
Experience with customersupport platforms (e.g., Gorgias, Zendesk, Freshdesk).
Proficient with Mac OS and Google Workspace (Docs, Sheets, Drive)
Preferred
Experience in ecommerce or with a direct-to-consumer (DTC) brand
Call center experience with a focus on multichannel support (phone, sms, email, chat)
Familiarity with Shopify, NetSuite, Slack, Yotpo, and Loop (return software)
Experience working in a hybrid or remote work environment
Bonus
Experience with apparel, uniform, or outdoor products
Familiarity, exposure, interest, or personal experience with the skilled trades
Familiar with KPIs and metric-based customer service objectives
Work Location and Schedule
Candidates must be able to work in our Denver office a minimum of one week per month
Candidates must be able to work a 40-hour schedule that meets the needs of our customer and business. Our hours of operation are: Monday-Friday 7:00 AM - 6:00 PM & Weekends from 9:00 AM - 4:00 PM
Additional Information
TRUEWERK is committed to providing fair and competitive compensation through a combination of base salary and performance-based bonuses. Other benefits include but are not limited to:
Employer-paid medical coverage
Employer-paid dental coverage
Optional vision coverage
Employer-paid life and AD&D insurance
Employer-paid short-term & long-term disability coverage
Affordable coverage for dependents and domestic partners
Additional out-of-pocket insurance options
HSA account with employer contribution
401K with company match
Monthly hybrid-work stipend
Professional development reimbursement program
Annual performance bonus
Unlimited PTO policy
11 company holidays
Employee Assistance Program for mental health support
Free workwear for you and discounts for friends and family!
Salary Range: $22.00 - $24.00 per hour base pay + bonus
Applications for this role are expected to be accepted through January 23, 2026
TRUEWERK is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions at TRUEWERK are based on business needs, job requirements, and individual qualifications, without regard to race, color, age, religion, family or parental status, pregnancy, sex, gender identity, sexual orientation, national origin, disability, genetic information, or any other protected characteristic as outlined by federal, state, and local laws.
$22-24 hourly 3d ago
Customer Experience Specialist
Truewerk 3.6
Denver, CO jobs
TRUEWERK, based in Denver, Colorado, is reimagining life and work in the trades by engineering the world's most technically advanced, high-performance workwear. Today's trade professionals rely on apparel that keeps them safe, comfortable, and capable of performing at their best. By innovating technical fabrics that deliver unmatched performance in hot weather - or that layer together effectively in cold and inclement conditions - TRUEWERK proudly supports the men and women across the trades who are building tomorrow. TRUEWERK serves customers in the U.S. and Canada via TRUEWERK.com, Amazon, and through our wholesale, retail, and enterprise sales partners. With about 50 hardworking employees, TRUEWERK is on a strong growth trajectory and is passionate about developing its people and culture in support of its mission.
Job Description
We're looking for a passionate, product-oriented Customer Experience Specialist in the Denver, Colorado area with a strong respect for the skilled trades to be an advocate for our customers. With a focus on anticipating customer needs, you'll partner with internal and external teams to solve problems and deliver top-notch service at all customer touch points. This is an early- to mid-career position reporting to the Customer Experience Manager and working closely with the marketing, product, and enterprise teams to provide unparalleled customersupport.
Want to learn about our gear? Watch our Workwear as a System video. (*****************************
This is a full-time nonexempt (hourly) position requiring an in-office presence at our headquarters in Denver, Colorado at least one week per month, with the option to work remotely based on business needs.
ROLE & RESPONSIBILITIES
Make their day: Create stellar interactions with our customers by enthusiastically responding to tickets, chats, and phone calls and routing customer inquiries in FreshDesk to continue to deliver Truewerk's promise of industry-leading customer service.
Own it: Delight your customers by proactively managing returns, exchanges, and order fulfillment on the direct-to-consumer side of the business. Spread the love by diving into ways you can provide additional support to our enterprise and sales teams when needed.
Collaborate: Identify friction points in your day-to-day work and partner with coworkers, vendors, and business partners to streamline and improve the tools and processes that impact the customer journey.
Bring it home: Share customer feedback with our marketing, sales, product, and operations teams to help us continuously improve our technical workwear systems based on your first-hand insight into our customers' experiences.
Qualifications
Must Have
1 year experience in Customer Service or Customer Experience
Inbound phone call handing experience
Experience with customersupport platforms (e.g., Gorgias, Zendesk, Freshdesk).
Proficient with Mac OS and Google Workspace (Docs, Sheets, Drive)
Preferred
Experience in ecommerce or with a direct-to-consumer (DTC) brand
Call center experience with a focus on multichannel support (phone, sms, email, chat)
Familiarity with Shopify, NetSuite, Slack, Yotpo, and Loop (return software)
Experience working in a hybrid or remote work environment
Bonus
Experience with apparel, uniform, or outdoor products
Familiarity, exposure, interest, or personal experience with the skilled trades
Familiar with KPIs and metric-based customer service objectives
Work Location and Schedule
Candidates must be able to work in our Denver office a minimum of one week per month
Candidates must be able to work a 40-hour schedule that meets the needs of our customer and business. Our hours of operation are: Monday-Friday 7:00 AM - 6:00 PM & Weekends from 9:00 AM - 4:00 PM
Additional Information
TRUEWERK is committed to providing fair and competitive compensation through a combination of base salary and performance-based bonuses. Other benefits include but are not limited to:
Employer-paid medical coverage
Employer-paid dental coverage
Optional vision coverage
Employer-paid life and AD&D insurance
Employer-paid short-term & long-term disability coverage
Affordable coverage for dependents and domestic partners
Additional out-of-pocket insurance options
HSA account with employer contribution
401K with company match
Monthly hybrid-work stipend
Professional development reimbursement program
Annual performance bonus
Unlimited PTO policy
11 company holidays
Employee Assistance Program for mental health support
Free workwear for you and discounts for friends and family!
Salary Range: $22.00 - $24.00 per hour base pay + bonus
Applications for this role are expected to be accepted through January 23, 2026
TRUEWERK is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions at TRUEWERK are based on business needs, job requirements, and individual qualifications, without regard to race, color, age, religion, family or parental status, pregnancy, sex, gender identity, sexual orientation, national origin, disability, genetic information, or any other protected characteristic as outlined by federal, state, and local laws.
$22-24 hourly 5d ago
Payroll and Customer Support Representative
Worklio 4.1
San Ramon, CA jobs
Job Description
About Us
We are a U.S.-based company that partners with organizations relying on Worklio, a comprehensive platform for managing payroll, taxes, HR, and compliance. Our support team ensures a smooth experience for our partners by providing onboarding assistance, payroll processing guidance, tax support, and general platform expertise.
Role Overview
As a Payroll and CustomerSupport Representative, you will play a critical role in supporting our partners with platform-related inquiries, U.S. payroll issues, and complex support scenarios. You'll assist users, resolve tickets, and escalate technical concerns to our DevOps team when required. This role requires expertise in U.S. payroll operations and the ability to communicate effectively with our clients.
Key Responsibilities
Handle partner support requests related to: Payroll processing U.S. tax filings Onboarding and platform guidance Employee documents (W-2s, W-4s, I-9s) General Worklio platform use
Troubleshoot issues and escalate to DevOps when needed
Ensure compliance with U.S. payroll and employment regulations
Communicate issues, resolutions, and next steps clearly to partners
Assist with new partner onboarding and setup processes
Stay updated on U.S. tax laws, payroll regulations, and platform updates
Requirements
✅ CPP or SHRM certification (required)
✅ 5+ years of experience in U.S. payroll operations or support
✅ In-depth knowledge of U.S. payroll tax regulations (federal, state, local)
✅ Excellent English communication skills (written and verbal)
✅ Strong troubleshooting and documentation abilities
✅ Availability to work standard U.S. business hours, with some flexibility
Preferred Qualifications
Experience with Worklio or similar HRIS/payroll platforms (e.g., ADP, Gusto, Paychex)
Familiarity with support tools like Zendesk, Jira, Slack
Background supporting SaaS or PEO platforms
What We Offer
✔ Competitive salary
✔ Remote work flexibility
✔ Comprehensive training on our platform and processes
✔ Supportive global team environment
✔ Long-term career growth in payroll and HR technology
Apply Today - Join our mission to simplify payroll, tax, and compliance for organizations across the U.S.
$38k-49k yearly est. 9d 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 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 Support Agent
Parentsquare 3.9
Remote
Who We're Looking for
A ParentSquare CustomerSupport 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 CustomerSupport 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 customersupport 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 Support Representative (Hybrid)
Homebase 4.1
Houston, TX jobs
Hi, Future Homie!
At Homebase, you'll join a team that's bold, fast-moving, and obsessed with helping small businesses thrive. We build with empathy, act with urgency, and take big swings that drive real-world impact. Here, every Homie shows up to raise the bar, support one another, and celebrate wins as a team.
We're not just building an app-we're building unstoppable teams. So what do you say, are you in?
📍Your
Impact
Starts Here
As a CustomerSupport Representative, you'll serve as a frontline advocate for our customers-helping them get real value from Homebase and supporting their day-to-day needs. The work centers on delivering thoughtful customersupport, onboarding guidance, and consultative recommendations. This includes troubleshooting issues, developing a strong understanding of product features, and identifying plans or upgrades that best support each customer's business. The role works closely with teammates and enablement partners to ensure customers feel supported at every stage of their journey.
We're looking for customer-first, motivated professionals who enjoy helping people and solving problems in a fast-paced environment. Empathy, clear communication, and curiosity show up in every interaction-whether over chat, phone, or email. Comfort with modern tools, including AI-powered systems, helps the work move faster and smarter, alongside a strong sense of ownership and openness to feedback. This is a performance-driven environment where effort and results are recognized, and where ongoing training and continuous growth in product and customer expertise are part of how the work evolves.
These are the key ways you'll contribute and create impact in this role:
Supportcustomers via live chat, email, and phone, delivering a thoughtful, solution-oriented experience
Understand customer needs and guide them toward the right Homebase features or plans
Educate customers on product functionality and best practices to drive successful onboarding
Handle a high volume of daily interactions while meeting performance metrics (efficiency, CSAT, call time, sales outcomes)
Use AI-enabled tools to assist with issue resolution, documentation, and productivity
Accurately document customer interactions and outcomes in internal systems
Stay current on Homebase product updates and process changes
Participate in team meetings, training sessions, and knowledge sharing
Take ownership of your results, learning from feedback, and continuously improve
🚀 The Foundation for Success - These are the experiences and strengths that will set you up for success in this role:
1-3 years of customer service, support, sales, or call-center experience (SaaS experience is a plus, not required)
Payroll, time tracking, or financial software experience is a plus
Strong written and verbal communication skills
Comfort navigating web and mobile applications
Ability to manage time, stay organized, and adapt in a queue-based environment
Willingness to learn and use AI tools as part of daily workflows
A growth mindset, curiosity, and a strong sense of accountability
🤝 The Homie Way - These principles guide everything we do-from how we work and make decisions to how we show up for each other.
💡 Be Customer Obsessed - Solve problems with empathy and creativity.
⚡ Move Fast, Learn Fast - Experiment, take action, and grow every day.
🎯 Own Your Impact - Think big, focus on what matters, and make decisions you stand behind.
🏆 Master Your Craft - Excellence fuels impact-show up, step up, and make your mark.
🏅 Win Together - Put goals over roles, lead with trust, and connect to our mission and
What We Offer
💰 Ownership & Financial Security: Stock options + 401(k) with 4% match
🏥 Comprehensive Healthcare: Medical, dental, and vision coverage + FSA options
⏰ Flexible Time: 20 days PTO (hourly) + company holidays
👶 Family Support: Up to 12 weeks of paid parental leave (after 6 months of service)
🛡️ Protection Plans: Life insurance + short/long-term disability coverage
🌟 Work Your Way: Work From Anywhere Month + meeting-free weeks yearly
🍽️ Workspace Perks: Meals provided, commuter benefits, team offsites, and Customer Days
💼 Our Hybrid Rhythm: We believe collaboration drives impact. That's why Monday-Thursday are our required in-office days-a time to move faster as a team, build deeper connections, make better decisions, and build together.
What to Expect During the Interview Process
Complete a Take Home Assessment
Meet the Talent Acquisition team
Meet the Hiring Manager
Participate in a Talent Showcase
Background Check + Offer Stage
Welcome to the team, Homie 🎉
💜 Belonging at Homebase - We're committed to fostering a welcoming space where every Homie can be their full self. Experience comes in many forms-so if you're excited about this role, even if you don't meet 100% of the qualifications, we encourage you to apply!
Homebase will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.
👋 Hey, We're Homebase
Unstoppable teams start here.
Homebase is the everything app for hourly teams-built to simplify the day-to-day and superpower local businesses. With tools for scheduling, time clocks, payroll, communication, HR, and more, we help teams stay connected and in control. Today, over 100,000 small (but mighty) businesses rely on us to make work radically easier. Together, we've tracked over a billion hours for 2.5+ million workers-and we're just getting started.
At Homebase, we celebrate diversity and are proud to be an equal opportunity employer. We welcome all candidates and do not discriminate based on any legally protected status. If you need accommodations during the hiring process, please let us know-we're committed to ensuring fair and equitable access for all.
$31k-40k yearly est. Auto-Apply 1d 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
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
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
Supportcustomers 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
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
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
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 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 customersupport 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
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
:
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 customersupport 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 16d 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
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 CustomerSupport 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 CustomerSupport 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 customersupport
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