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Customer Support Specialist
Russell Tobin 4.1
Client care specialist job in Columbus, OH
/Details:
Are you ready to join a Fortune 500 global financial services firm where accuracy, clientcare, and operational excellence drive everything we do? Do you excel under pressure, communicate with clarity, and thrive when details matter? If so, you'll be a perfect fit for an open contract position we are hiring for!
Join a premier global financial institution renowned for its unwavering commitment to integrity, client-centric solutions, and operational excellence. With a legacy spanning decades, this firm is actively hiring a Customer Support Specialist to join its team in Columbus, Ohio.
Important Details:
6-month contract (Temp to Perm Goal)
Columbus, Ohio (on-site)
$19.17/Hour Pay
PTO, 401K retirement savings, healthcare coverage, supplemental coverage
Responsibilities Include:
Responding to client inquiries via phone with professionalism and accuracy, assisting with a wide range of brokerage-related questions, including account details, transactions, and general financial services, while ensuring all responses align with internal quality and compliance standards.
Supporting clients with digital platforms, providing guidance and troubleshooting for the brokerage's online portal and mobile app-resolving login issues, navigating features, and ensuring a smooth digital experience.
Assisting with Brokerage Cash Management services, including debit cards, check-writing, and funds transfers-ensuring clients understand and can effectively use the full suite of cash management tools available to them.
Consistently meeting performance goals such as call quality, response time, and customer satisfaction, while escalating complex issues when necessary and maintaining a strong commitment to delivering a world-class client experience.
Qualifications:
Degree in Finance, Accounting, Business, or related field
Ability to thrive in a fast-paced, team-oriented environment
Strong multitasking skills and adaptability in a dynamic financial service center
Pride Global and its affiliates, including Russell Tobin, Pride Health, Pride Now, and Pride One, offer eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.
Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.
$19.2 hourly 5d ago
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Customer Experience Advocate
Cymbiotika
Remote client care specialist job
At Cymbiotika, we believe that wellness starts with trust. That's why we're committed to creating supplements that are not only effective but also transparent. From the moment you pick up one of our products, you'll know exactly what's inside-no hidden ingredients, no confusing labels. We take pride in using only the highest-quality ingredients, carefully sourced and backed by science, to ensure you're getting the best of nature and innovation in every supplement.
We understand that health is personal, which is why our supplements are designed to work with your body, not against it. By focusing on bioavailability and using advanced liposomal delivery systems, we ensure that your body can absorb and use the nutrients to their fullest potential. Our goal is simple: to help you feel your best, with products you can trust, made with ingredients you feel good about.
With Cymbiotika, you're not just taking a supplement-you're joining a community of people who value wellness, science, and the power of transparency. We're here to empower you on your journey to better health, every step of the way.
We are looking for a motivated and experienced Customer Experience Advocate to join our Cymbiotika team! As a Customer Experience Advocate, you will be tracking all points of customer engagement, addressing customer queries, and identifying ways to improve our customer services.
Role Overview
As a Customer Experience Advocate, you are the voice of the company, specializing in extensive product knowledge, record keeping, and problem solving. Working alongside multiple departments, you will answer customer questions and concerns with confidence and a positive attitude.
Responsibilities:
Provide customers with order verification, updates regarding shipment, product availability and pricing.
Work closely with cross-functional departments to enhance customer services and brand awareness.
Provide analytical and specialized administrative support with general instructions.
Inform customers about new products and usage.
Analyze customer feedback on new and existing products, as well as preparing reports.
Respond to customer queries in a timely and effective manner, via phone, email, or social media.
Participate in weekly meetings that are structured to aid in the enhancement of professional development.
Maintain accurate records and document all customer service activities and discussions.
Requirements:
At least 1 year of relevant experience
Exceptional communication, collaboration, and problem-solving skills.
Exceptional interpersonal skills and a client-centered approach.
Great organizational and time management abilities.
Proficiency in Google and customer service softwares
What We Offer:
Welcome Package: Receive a curated selection of Cymbiotika products to kickstart your wellness journey with us at your 45th day.
Exclusive Employee Discounts: Enjoy 70% off all products for yourself and 50% off for friends and family.
Flexible Fridays: Work from home Fridays to ease into your weekend with balance and flexibility.
Catered Team Lunches: Connect with your colleagues over delicious catered lunches every Wednesday.
Beverage Perks: Cold brew, coffee, and fridge full of drinks.
Snacks: Variety of snacks to keep you fueled.
Wellness Facilities: Unwind in our on-site meditation room or recharge with red-light therapy.
VIP Access: Enjoy exclusive suite access at Petco Park for San Diego Padres home games.
Fitness Perks: Complimentary ClassPass membership for access to fitness classes and wellness activities.
Paid Time Off: Enjoy 13 paid company holidays, a generous PTO policy that grows with your tenure, and dedicated sick time to support your health and work-life balance.
Comprehensive Health Benefits: Dental, vision, and health insurance plans with 100% employer-paid coverage options.
Exclusive Lifestyle Discounts: Special offers through partners like Farmers Insurance, hotels, movie theaters, theme parks, and more.
Team-Building Activities: Join regular team outings and events that foster collaboration, creativity, and fun.
Retirement Plan: 401(k) plan with matching contributions to help secure your financial future.
Community Engagement: Participate in company-sponsored volunteer events and give back to causes that matter.
$40k-55k yearly est. 4d ago
Remote Customer Support Specialist
Talentoma
Remote client care specialist job
Remote Customer Support Specialist (Work From Home) | $3,300-$3,900/month
We're hiring Remote Customer Support Specialists to join our growing team. This is a fully remote / work-from-home customer service role focused on handling inbound calls and helping customers with general questions, updates, or basic support needs.
You'll be the first point of contact for customers-so clear communication, patience, and a calm, professional tone matter. If you enjoy talking to people, following simple processes, and solving straightforward issues while working independently, you'll feel right at home here.
What You'll Do (Key Responsibilities)
Answer inbound customer support calls and provide accurate, helpful responses
Make occasional outbound calls (appointment reminders, follow-ups, or status updates)
Maintain a friendly, patient, and professional tone on every interaction
Document call notes and key details accurately using our digital tools and systems
Follow step-by-step call handling procedures to keep conversations efficient and consistent
Stay connected with your remote team through chats, updates, and scheduled check-ins
What We're Looking For (Qualifications)
Strong speaking skills, active listening, and clear communication
Comfortable using a computer and switching between basic tools (calls, notes, systems)
Reliable internet connection and a quiet, distraction-free home workspace
Team-minded attitude-willing to ask questions and support others
No experience required - paid training is provided
Customer service experience (call center, retail, hospitality) is a plus, not required
Pay & Benefits
Monthly pay: $3,300-$3,900 (based on experience)
100% remote - work from the comfort of home
Paid training starting day one
Flexible scheduling options (including weekends based on availability)
Supportive team culture with approachable managers
Growth and advancement opportunities within the company
If you're ready to start a remote customer support role with training, flexibility, and a supportive team, apply today. 📞💻
$3.3k-3.9k monthly 2d ago
Customer Service Specialist
Net2Source (N2S
Remote client care specialist job
Title: Customer Service
Duration: 6+ months (Extension)
Shift: 8am - 5pm
Qualifications:
A combination of formal education such as bachelor's degree, associate's degree with certifications and/or at least 2-4 years of progressive customer service experience
Excellent communication skills
Excels at interpersonal and relationship management skills
Prior experience with the ability to successfully resolve conflict
Strong ability to multi-task
Some exposure to building products and/or retail industry preferred
Developed systems aptitude and Microsoft Office skills
SAP experience required
Order Management
Accept, enter, schedule and maintain orders within SAP
Sales Force
Order Entry Document Manager (OEDM)
Understands and executes all types of order processing (EDI/Business Connections)
Verify pricing
Respond to inquiries, e.g. inventory availability, production schedule, technical questions, products and policies
Ability to build efficient truckloads and schedules in coordination with the traffic department
Verify accurate information on ship schedule/OEDM
Is a high performer in the CAS Learning Path - achieving agreed upon metrics and demonstrating critical behaviours
Can function across all regions and in multiple business groups
Understands and correctly provides direction of the Service Advantage for our customer and Sales Team.
Communicates, when necessary, with internal departments regarding Credit and Pricing
Expedites hot or special orders as agreed upon with sales and supervisor
Conflict Management
Properly communicates, manages and resolves customer and sales issues in a professional and empathetic manner
Address and correct customer service issues, forward issues to appropriate department, continued follow-up through resolution to ensure overall customer satisfaction
Collaborate with cross-functional teams to expedite orders
Perform backorder coordination/shipping
Maintain customer records within all software databases
Communicate any schedule delays in customer orders in a timely manner
Manage the Return Material Authorization (RMA) process within agreed upon policy, ensuring customer satisfaction, while ensuring guidelines and goals are achieved.
Order Management & Customer Service Supply Chain Support
Cross train to gain understanding of the functions within Supply Chain to effectively support the overall Siding Products Group.
Provide coverage for time off, peak periods and perform at the Learning Path proficient level and as a high performer in all aspects of customer service and related cross trained function(s).
Maintain customer records within all software databases
Manage the Return Material Authorization (RMA) process within agreed upon policy, ensuring customer satisfaction, while ensuring guidelines and goals are achieved.
Is proficient in Salesforce or equivalent computer related skillset
Maintain customer records within all software databases
Responsibilities:
Under the supervision of the Service Center Supervisor located in Malvern, PA (this is not a remote position) or Manager the Customer Service Temp is accountable for establishing a strong customer relationship based on trust and responsiveness to deliver World Class Service to the incumbents' customer base.
The CST will accurately process customer orders in an efficient manner to ensure we exceed our customers' expectations.
Additionally, the CST will manage multi-part customer complaints/concerns and be empowered to resolve issues in a timely and professional manner.
The CST is fully proficient in all aspects of the Learning Path and is knowledgeable across all lines of business and regions.
The CST will adhere to policies and procedures currently in place and maintain the required level of service to our customers.
The CST works within the parameters as defined by customer service standards and the Service Advantage guidelines.
The incumbent must analyse and respond to fluctuating situations and conditions in such a manner that not only meets/exceeds the expectations of our customer but considers the overall impact to the business.
Proactively resolves customer problems/issues, exhibiting ownership for our customers.
Demonstrates relentless customer service
Flexibility in working hours 7:30am - 6pm with some overtime
Willingness and ability to work from home during inclement weather or emergency situations - requires home phone line & internet
$27k-36k yearly est. 4d ago
Client Success Specialist
STAQ Pharma Inc. 3.7
Client care specialist job in Columbus, OH
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. 14d ago
Client Enablement Specialist
Sirona Medical 4.0
Remote client care specialist job
At Sirona Medical, we're building software that enables physicians to work as fast as they can think.
Each year in the U.S., billions of patient images are captured-and nearly all of them are reviewed and diagnosed by radiologists. These specialists are the central hub of diagnostic medicine: over 80% of all healthcare data flows through radiology IT systems. Yet despite their pivotal role, radiologists are overburdened by outdated, fragmented software which limits their efficiency and ultimately the quality and efficiency of care that health systems can provide patients. That's where Sirona comes in.
We're a San Francisco-based, cloud-native software company with employees around the world. Our deep understanding of both the practice and business of radiology has allowed us to build RadOS-a unified, AI-powered operating system powering the entire radiology workflows.
How Sirona Solves the Problem
Sirona is uniquely positioned to transform the way radiology is practiced. We're delivering the organizational shift that both individual radiologists and entire practices urgently need:
A unified, intuitive, and platform-agnostic solution
A streamlined workspace that makes every part of the radiologist's workflow faster and easier
The freedom to read from anywhere, for anyone
By cutting clicks, optimizing diagnostic time, and unlocking efficiencies that extend far beyond the reading room into all care settings, Sirona empowers radiologists-and in doing so, we help the entire healthcare system move faster, smarter, and with greater impact on patient outcomes. For more information, please visit ********************************
Sirona Medical is seeking a Client Enablement Specialist - Radiology to deliver hands-on training and workflow education to our customers and internal teams. This role is focused on live training delivery, clinical workflow enablement, and product adoption for radiology professionals.
This individual contributor role is designed for someone with direct experience in radiology workflows who enjoys teaching, facilitating live sessions, and working closely with customers in real-world clinical environments while anticipating the needs of organizations in their workflow and system use.
You will work directly with radiologists, PACS administrators, and imaging teams to ensure they can confidently and effectively use Sirona's platform as part of their daily practice.
Key Responsibilities:
Client Training and Education
Deliver live, instructor-led virtual and on-site training during onboarding, implementation, and go-live
Facilitate role-based sessions for radiologists, administrators, and support staff
Adapt training delivery to different learning styles and clinical settings
Radiology Workflow Enablement
Teach end-to-end radiology workflows within Sirona's platform
Translate complex product functionality into clear, clinically relevant instruction
Support customers through workflow changes and adoption of new features
Feature and Adoption Enablement
Partner with Product and Customer Success to understand new functionality
Lead client-facing sessions introducing enhancements and best practices
Reinforce adoption through follow-up training and workflow optimization sessions
Internal Enablement
Deliver internal training to ensure Sirona teams understand radiology workflows and product usage
Act as a subject-matter expert for radiology-focused training questions
Continuous Improvement
Collect learner feedback and identify gaps in understanding
Contribute to improving training materials, curricula, and delivery methods
Key Requirements:
5+ years of experience delivering live training or enablement for SaaS, clinical, or healthcare software
Proven ability to train radiologists and other clinical imaging professionals
Direct experience working with radiology workflows, including PACS, RIS, reporting, or imaging operations
Strong facilitation and presentation skills in live training environments
Comfort learning and teaching complex healthcare software to clinical and non-clinical audiences
Preferred
Background in healthcare IT, imaging informatics, or radiology operations
Familiarity with adult learning principles and instructional best practices
Benefits:
Stock Options
Medical, dental, vision insurance
Life insurance
Maternity and Paternity Leave
Flexible time off
401K matching
MacBook Pro
Sponsorship for conferences, continuing education, etc.
The annual US base salary range for this full-time position is $80,000 - $100,000 + equity + benefits. Pay scale is flexible depending on experience. Within the range, individual pay is determined by work location and additional factors, including job-related skills, competencies, experience, relevant education and training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
$80k-100k yearly Auto-Apply 4d ago
Client Experience Specialist - Eastern time US Based Remote
Anywhere Real Estate
Remote client care specialist job
The **Client Experience Specialist** is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process.
The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands.
**This position is 100% remote and will support various markets.**
**Responsibilities:**
+ Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner.
+ Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems.
+ Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties.
+ Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close.
+ Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties.
+ Regularly update and manage communication with all parties involved in the transaction.
+ Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.
**Experience**
+ Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume
An individual should demonstrate the following competencies:
+ Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment.
+ People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process.
+ Technical- ability to learn and navigate multiple software systems with an elevated level of competency.
+ Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality.
+ Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things.
+ Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues.
+ Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality.
+ Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient.
+ Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support.
**Anywhere is proud to offer a comprehensive benefits package to our employees including:**
+ Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
+ 401(k) savings plan with company match
+ Paid Time Off to Include Holidays, Vacation Time, and Sick Time
+ Paid Family & Paternity Leave
+ Life Insurance
+ Business Travel Accident Insurance
+ All employees receive access to LinkedIn Learning
+ Tuition reimbursement for approved programs
+ Employee Referral Program
+ Adoption Assistance Program
+ Employee Assistance Program
+ Health and Wellness Program and Incentives
+ Employee Discounts
+ Employee Resource Groups
Coldwell Banker (******************************** is one of the world's leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc.
Anywhere Real Estate Inc. (************************ **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate (*********************** , Century 21 (*************************** , Coldwell Banker (******************************** , Coldwell Banker Commercial (****************************** , Corcoran (************************** , ERA (********************* , and Sotheby's International Realty (*********************************** , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.
**At Anywhere, we are empowering everyone's next move - your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (********************************************************************** .
We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including:
+ Great Place to Work
+ Forbes World's Best Employers
+ Newsweek World's Most Trustworthy Companies
+ Ethisphere World's Most Ethical Companies
EEO Statement: EOE including disability/veteran
$51k-90k yearly est. 17d ago
Client Success Specialist
Cohere Health
Remote client care specialist job
We are seeking a Client Success Specialist to join our Client Management Team. In this role, you will support the client's success by being a key liaison between Customer Success and other internal teams.
You will support the Client Success Manager through process development, improvements, reviewing data and organizational support. You will partner closely with the Client Success Manager and cross functional stakeholders to help ensure alignment and drive success. This is an opportunity to cultivate relationships across the client organization to develop insights, shaping how they perceive the value we deliver, and ensuring that they are receiving the best support possible.
What you'll do:
Assist the Client Success Manager with day-to-day activities including email correspondence, follow-ups, ticket tracking, meeting notes, and general administrative support.
Manage the client-facing inbox: triage incoming emails, respond to inquiries, escalate issues when necessary, and ensure timely resolution of all client needs.
Monitor and manage client-submitted support tickets through to resolution, coordinating with relevant internal teams as needed.
Analyze client data and key metrics to generate insights that support both internal decision-making and client-facing initiatives.
Lead and support Client Success Managers on cross-functional projects, including external communication strategy, implementation support, training material development, and acting as a liaison with internal teams
Proactively identify opportunities to improve the client experience by gathering feedback, monitoring trends, and recommending enhancements to processes or services.
What you'll need:
Bachelors degree in related field
1-3 years in a role supporting account management, client success, or a similar role.
Proven expertise in administrative support, cross-functional collaboration, and project management support.
Strong skills in communication, troubleshooting, organization, and the ability to adapt and remain flexible in a fast-paced environment.
Must be passionate about contributing to a culture that values consistent delivery of a proactive, supportive, and partner-oriented experience
Familiarity with Salesforce, Confluence, JIRA and Google Suite a plus
Demonstrated success in expanding skill sets through hands-on experience in unfamiliar areas, showing adaptability and initiative
Project management skills, including planning, execution, and cross-functional coordination
Healthcare domain experience is strongly preferred. Direct experience working with health plans is preferred
Pay & Perks:
💻 Fully remote opportunity with about 10% travel
🩺 Medical, dental, vision, life, disability insurance, and Employee Assistance Program
📈 401K retirement plan with company match; flexible spending and health savings account
🏝️ Up to 184 hours (23 days) of PTO per year + company holidays
👶 Up to 14 weeks of paid parental leave
🐶 Pet insurance
The salary range for this position is $68,000 to $78,000 annually; as part of a total benefits package which includes health insurance, 401k and bonus. In accordance with state applicable laws, Cohere is required to provide a reasonable estimate of the compensation range for this role. Individual pay decisions are ultimately based on a number of factors, including but not limited to qualifications for the role, experience level, skillset, and internal alignment.
Interview Process*:
Connect with Talent Acquisition for a Preliminary Phone Screening
Meet your Hiring Manager!
Behavioral Interview(s)
*Subject to change
About Cohere Health:
Cohere Health's clinical intelligence platform delivers AI-powered solutions that streamline access to quality care by improving payer-provider collaboration, cost containment, and healthcare economics. Cohere Health works with over 660,000 providers and handles over 12 million prior authorization requests annually. Its responsible AI auto-approves up to 90% of requests for millions of health plan members.
With the acquisition of ZignaAI, we've further enhanced our platform by launching our Payment Integrity Suite, anchored by Cohere Validate™, an AI-driven clinical and coding validation solution that operates in near real-time. By unifying pre-service authorization data with post-service claims validation, we're creating a transparent healthcare ecosystem that reduces waste, improves payer-provider collaboration and patient outcomes, and ensures providers are paid promptly and accurately.
Cohere Health's innovations continue to receive industry wide recognition. We've been named to the 2025 Inc. 5000 list and in the Gartner Hype Cycle™ for U.S. Healthcare Payers (2022-2025), and ranked as a Top 5 LinkedIn™ Startup for 2023 & 2024. Backed by leading investors such as Deerfield Management, Define Ventures, Flare Capital Partners, Longitude Capital, and Polaris Partners, Cohere Health drives more transparent, streamlined healthcare processes, helping patients receive faster, more appropriate care and higher-quality outcomes.
The Coherenauts, as we call ourselves, who succeed here are empathetic teammates who are candid, kind, caring, and embody our core values and principles. We believe that diverse, inclusive teams make the most impactful work. Cohere is deeply invested in ensuring that we have a supportive, growth-oriented environment that works for everyone.
We can't wait to learn more about you and meet you at Cohere Health!
Equal Opportunity Statement:
Cohere Health is an Equal Opportunity Employer. We are committed to fostering an environment of mutual respect where equal employment opportunities are available to all. To us, it's personal.
#LI-Remote
#BI-Remote
$68k-78k yearly Auto-Apply 4d ago
Client Advocate Specialist
Health Catalyst 4.7
Remote client care specialist job
Join one of the nation's leading and most impactful health care performance improvement companies. Over the years, Health Catalyst has achieved and documented clinical, operational, and financial improvements for many of the nation's leading healthcare organizations. We are also increasingly serving international markets. Our mission is to be the catalyst for massive, measurable, data-informed healthcare improvement through:
Data: integrate data in a flexible, open & scalable platform to power healthcare's digital transformation
Analytics: deliver analytic applications & services that generate insight on how to measurably improve
Expertise: provide clinical, financial & operational experts who enable & accelerate improvement
Engagement: attract, develop and retain world-class team members by being a best place to work
Role: Client Advocate SpecialistProduct Team: CRStarLocation: US RemoteTravel:
Provide first line of support for client questions and issues. Assist in issues pertaining to the use of the software.
Engage with clients to better understand changing needs and priorities, in turn to help prioritize new features and services.
Develop and maintain client relationships; proactively engage with clients in designated territory to understand their utilization, changing needs, broader circumstance around registry engagement with the cancer center administration with the goal of engaging with Registry Team leaders, Cancer Center leaders or Oncology Service Line leaders.
Coordinate implementation efforts with new clients to include building the plan, training and set up
Engage with regional state associations with the objective of establishing leadership credentials. Attend regional state and national conferences as needed.
Maintain knowledge of state and national standards
Assist and coordinate with the Manager of Education to provide ongoing education and training for existing clients.
Assist the Director, Growth with new prospects in the designated region, which may include software demonstrations on line or on site
Periodically, support continuing Product Management and enhancement efforts
Periodically, support Software quality and testing efforts as needed.
Become the Subject Matter Expert in one key area that will support the company's objectives.
What you bring to this role:
Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
Excellent computer proficiency (MS Office - Word, Excel and PowerPoint)
Good presentation skills
At least 3 years Cancer Registry experience, preferably with CRStar.
Active Certified ODS-C, certification required
Information Security and Compliance Responsibilities:
Maintain compliance with training directives required by the organization pertaining to Information Security, Acceptable Use Policy and HIPAA Privacy and Security.
Adhere to and comply with the organizations Acceptable Use Policy.
Safeguard information system assets by identifying and reporting potential and actual security events to the organizations Security and Compliance Officers.
The above statements describe the general nature and level of work being performed in this job function. They are not intended to be an exhaustive list of all duties, and indeed additional responsibilities may be assigned by Health Catalyst.
Studies show that candidates from underrepresented groups are less likely to apply for roles if they don't have 100% of the qualifications shown in the job posting. While each of our roles have core requirements, please thoughtfully consider your skills and experience and decide if you are interested in the position. If you feel you may be a good fit for the role, even if you don't meet all of the qualifications, we hope you will apply. If you feel you are lacking the core requirements for this position, we encourage you to continue exploring our careers page for other roles for which you may be a better fit.
At Health Catalyst, we appreciate the opportunity to benefit from the diverse backgrounds and experiences of others. Because of our deep commitment to respect every individual, Health Catalyst is an equal opportunity employer.
$42k-70k yearly est. Auto-Apply 60d+ ago
Client Access Specialist
Neighborhood Service Organization 3.9
Remote client care specialist job
Job Title: Client Access Specialist
Department: Centralized Patient Access
Reports To: Client Access Manager
FLSA Status: non-Exempt
Client Access Specialists will provide exceptional customer service and knowledge of NSO's programs, services, and policies to assist callers with inquiries, requests, appointments, complaints, verifications, and problems. They must meet or exceed key performance metrics while handling a high volume of inbound calls in a fast-paced environment. Successful candidates must possess strong communication skills, time management, and organizational skills.
This position promotes the mission, vision, values and strategic plan of Neighborhood Service Organization and helps to achieve the strategic goals and objectives of the unit in an administrative capacity for specified NSO clinics.
Requirements and Duties
Answer high volume of phone calls, route, and respond appropriately
Schedule appointments for consumers
Confirm upcoming appointment times and reschedule if necessary
Monitor clinician calendars and schedule appointments
Perform insurance verification and confirm consumer demographic and contact information
Register new consumers in the electronic medical records system
Monitor for referrals and conduct follow up activities
Perform other clerical duties such as filing, photocopying, transcribing and faxing
Manage patient demographic and personal information.
Issue medical files to persons and agencies compliant to all NSO policies, state and federal laws, including HIPAA regulations.
Compile, verify, type, file medical records, correspondence, and reports
Update records upon receipt of new information
Assist with departmental / unit audits and investigations.
Distribute medical charts to the appropriate departments / units within NSO.
Maintain quality and accurate records by following NSO procedures.
Ensure consumer charts, paperwork and reports are completed in an accurate and timely manner.
Ensure all medical records are protected and kept confidential
Other duties as assigned.
Work Environment
Works in an office environment and uses a computer, telephone and other office equipment as needed, to perform duties.
The noise level in the work environment is typical of that of an office with occasional contact with consumers/patients.
Bends, stoops and reaches in order to file, search for and retrieve records and documents. Manual dexterity and regular fine-finger and hand/wrist motions are required for operating a keyboard, writing and filing.
Must be able to lift up to 15lbs on occasion
Seeing/vision, talking/speaking and listening/hearing are continuously required.
Frequently required to sit & stand during working hours Frequently required to sit, walk or drive.
Occasionally required to travel between work locations.
Requirements
Qualifications:
Education : High School Diploma or equivalent
Minimum Required Experience 1-year minimum experience in a call center, administrative assistant, receptionist or related role
Additional Requirements
Proficiency in MS Office (Word, Excel, PowerPoint & Outlook)
Proficiency in electronic medical records systems
Ability to learn additional software
Proficiency in general office equipment (PC, printer/fax/copier, telephony system)
Proficiency in data entry, filing
Valid Michigan Driver's license/access to private transportation.
Required Skills/Abilities:
Excellent verbal and written communication skills.
Proficient in Microsoft Office Suite or related software.
Experience working remotely and proficient with software/tools related to remote work.
Experience working with data in all forms including electronic formats and databases.
Ability to interact with staff, students, parents, and visitors at school while remaining professional, polite, and courteous.
E.E.O.C. Statement
The above elements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities and duties of personnel so classified, or a contractual commitment, and NSO retains the right to amend or revise this job description at any time.
NSO is an Equal Opportunity Employer and is committed to excellence through diversity and considers candidates without regard to sex (including pregnancy related conditions) genetic information, race, color, weight, height, religion, nation ,origin, citizenship, age, disability, martial or veteran status, misdemeanor arrest record, sexual orientation, transgender status or gender identity or any other legally protected status
$30k-36k yearly est. Auto-Apply 33d ago
Remote Client Booking Specialist
Scenic Voyages
Remote client care specialist job
This is a full-time remote position for a Remote Client Booking Specialist. In this role, you will assist clients with planning and booking their trips, managing itineraries, and providing destination information and support. Daily responsibilities include responding to client inquiries, offering travel guidance, and resolving booking-related issues. Staying informed on travel trends and best practices is essential to delivering exceptional service.
Key Responsibilities
Consult with Clients: Understand client preferences, needs, and budgets to provide customized travel recommendations.
Plan & Book Travel: Arrange flights, accommodations, transportation, excursions, and other travel services with accuracy and attention to detail.
Provide Expert Recommendations: Stay current on travel trends and destinations to deliver knowledgeable guidance on packages, activities, and experiences.
Customer Support: Deliver outstanding service before, during, and after trips, resolving questions or concerns promptly.
Build Relationships: Foster long-term client connections through dependable support and exceptional follow-through.
Stay Organized: Manage multiple bookings at once, ensuring all travel details and communications are accurately maintained in the CRM.
Handle Changes & Cancellations: Coordinate itinerary updates, including rebookings, cancellations, and adjustments when needed.
Qualifications
Experience in customer service and handling client inquiries
Strong travel planning and itinerary management skills
Knowledge of destinations and travel trends
Problem-solving ability for troubleshooting booking issues
Excellent written and verbal communication
Ability to work independently in a remote environment
Familiarity with booking systems or travel software is a plus
Preferred Skills
Previous experience in customer support or client-facing roles
Understanding of travel insurance and related services
Knowledge of international travel requirements (visas, passports, vaccinations)
Training and certification will be provided
Why Join Us?
Work from Anywhere: Fully remote role no commute required
Flexible Schedule: Create a work routine that suits your lifestyle
Supportive Team: Collaborate with a friendly and encouraging group
Professional Development: Access training and growth opportunities
How to Apply
Submit your resume showcasing your travel background and/or customer service experience. We look forward to hearing how you can help our clients explore the world
$42k-71k yearly est. 60d+ ago
WFH - Sales & Client Onboarding Specialist
Virtualite Business Process Outsourcing Services
Remote client care specialist job
About Virtualite Virtualite Business Process Outsourcing Services helps entrepreneurs and organizations streamline operations through virtual support and digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You'll work with leads and qualified prospect, finalize service selections, and transition new clients into active accounts.
In This Role:
• Engage qualified prospects and leads to finalize service decisions
• Present Virtualite's solutions and close new client agreements
• Guide new clients through the onboarding and activation process
• Address objections and ensure a smooth handoff from sales to operations
• Maintain accurate records of opportunities, conversions, and onboarding status in CRM tools
• Collaborate closely with internal teams to support long-term client success
We are looking for:
• Experience in sales, onboarding, or client success roles is a plus but not required
• Strong closing, communication, and follow-up skills
• Ability to build confidence and trust with prospective clients
• Organized, detail-oriented, and comfortable managing multiple client conversations
• Self-motivated and effective in a remote work environment
What we offer:
• Competitive compensation with performance-based incentives
• Benefits including medical, dental, vision, 401k, and paid time off
• Fully remote, work-from-home flexibility
• Supportive leadership and collaborative team culture
• Ongoing training and development
$42k-71k yearly est. Auto-Apply 21d ago
Client Experience Specialist (remote)
AWTB
Remote client care specialist job
Join our dynamic travel team! As a Client Experience Specialist, youll help travelers plan and enjoy seamless, stress-free trips while working from home with flexible hours.
Responsibilities:
Provide outstanding client support from inquiry to return.
Communicate clearly and professionally via phone, chat, or email.
Anticipate client needs and ensure smooth travel experiences.
Gather feedback to improve service quality.
Qualifications:
Excellent communication and people skills.
Detail-oriented and dependable with strong follow-up habits.
Comfortable working independently in a remote environment.
Passion for helping others and learning about travel.
What We Offer:
Work-from-home flexibility.
Mentorship and ongoing training.
Supportive, growth-minded team culture.
Access to travel industry perks and education
$26k-45k yearly est. 60d+ ago
Client Relationship Specialist
Net Driven 3.5
Remote client care specialist job
The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways.
Here is more of what you'll get to do:
Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada.
Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them.
Plan, schedule and execute client performance discussions within established time frames.
You'll thrive in this role if you have:
The ideal candidate will have a bachelor's degree and/or equivalent client management experience.
2 - 5 years' equivalent experience.
Fast learner who thrives on multi-tasking.
Skilled at managing time/priorities based on company goals and objectives.
Knowledge of SEO, social media, and website analytics.
Must be a great communicator to contribute to and ensure high integrity and a high productivity culture.
Experience with Salesforce.com or CRM software preferred.
Technology/Automotive experience preferred.
Call center success in a client-facing position is a plus.
Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply!
This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington.
Who are we?
LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture.
In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design.
LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.
LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.
$35k-62k yearly est. Auto-Apply 60d+ ago
Client Relationship Specialist
Leadventure
Remote client care specialist job
at Net Driven
Client Relationship Specialist
The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways.
Here is more of what you'll get to do:
Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada.
Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them.
Plan, schedule and execute client performance discussions within established time frames.
You'll thrive in this role if you have:
The ideal candidate will have a bachelor's degree and/or equivalent client management experience.
2 - 5 years' equivalent experience.
Fast learner who thrives on multi-tasking.
Skilled at managing time/priorities based on company goals and objectives.
Knowledge of SEO, social media, and website analytics.
Must be a great communicator to contribute to and ensure high integrity and a high productivity culture.
Experience with Salesforce.com or CRM software preferred.
Technology/Automotive experience preferred.
Call center success in a client-facing position is a plus.
Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply!
This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington.
Who are we?
LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture.
In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design.
LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.
LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.
$32k-52k yearly est. Auto-Apply 60d+ ago
Coding Client Success Specialist
Wellsky
Remote client care specialist job
The Coding Client Success Specialist is responsible for serving as a trusted partner for clients by providing training and addressing issues related to medical coding. The scope of this job includes collaborating with clients and internal teams to optimize the coding experience, drive client satisfaction, and support business goals.
We invite you to apply today and join us in shaping the future of healthcare!
Key Responsibilities
Act as the primary point of contact for medical coders, provide guidance on queries, and escalate to clients as necessary.
Conduct coding reviews and provide recommendations for appropriate coding based on current guidelines.
Provide written feedback related to coding compliance documentation and conduct other clinical record audits, as assigned.
Work with internal teams to support quality plans and assist with providing the appropriate tools and resources to internal coding teams and global partners.
Required qualifications
GED or High School Diploma
At least 2-4 years of relevant work experience
Coding Certified
Preferred qualifications
Home Health Coding Certification (HCS-D)
Job Expectations
Willing to work additional or irregular hours as needed
Must work in accordance with applicable security policies and procedures to safeguard company and client information
Must be able to sit and view a computer screen for extended periods of time
#LI-CS1
#LI-Remote
WellSky is where independent thinking and collaboration come together to create an authentic culture. We thrive on innovation, inclusiveness, and cohesive perspectives. At WellSky you can make a difference.
WellSky provides equal employment opportunities to all people without regard to race, color, national origin, ancestry, citizenship, age, religion, gender, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, physical or mental disability, protected medical condition, genetic information, military service, veteran status, or any other status or characteristic protected by law. WellSky is proud to be a drug-free workplace.
Applicants for U.S.-based positions with WellSky must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Certain client-facing positions may be required to comply with applicable requirements, such as immunizations and occupational health mandates.
Here are some of the exciting benefits full-time teammates are eligible to receive at WellSky:
Excellent medical, dental, and vision benefits
Mental health benefits through TelaDoc
Prescription drug coverage
Generous paid time off, plus 13 paid holidays
Paid parental leave
100% vested 401(K) retirement plans
Educational assistance up to $2500 per year
$32k-52k yearly est. Auto-Apply 60d+ ago
Client Enablement Specialist
K1X
Remote client care specialist job
Who We Are:
K1X is the leading data distribution platform for alternative investments. Simply put, our mission is to digitize the K-1 ecosystem. Our AI-powered K-1 extraction technologies surpass all other competition, and we're the first to produce a digital K-1. Learn more at ***********
Role Overview:
The Client Enablement Specialist plays a vital role in driving adoption and ensuring our clients fully leverage K1X's tools and solutions. This role is focused on onboarding, training, and providing ongoing support to our clients, thereby ensuring that users confidently navigate and utilize our platform. As a key ambassador of K1X, you will proactively engage with clients, deliver tailored training sessions, and foster seamless communication between client teams and our internal departments.
Responsibilities:
Onboarding & Implementation
Own end-to-end onboarding for assigned client accounts, using standardized implementation framework.
Execute repeatable onboarding plans aligned to defined service tiers.
Coordinate with internal technical teams to support system and user configuration and data integration.
Ensure onboarding milestones, timelines and deliverables are met consistently across accounts.
Training & Enablement
Deliver standardized training sessions to functional user groups (preparers, reviewers, centralized teams) focused on core workflows & best practices.
Facilitate group trainings, office hours, and working sessions designed for scale and repeatability.
Adoption Acceleration
Monitor usage and adoption metrics across assigned accounts to ensure clients reach early and ongoing value milestones.
Proactively identify underutilization trends and execute adoption interventions.
Support standardized workflow adoption across practice areas within scope.
Partner with Account Managers to maintain alignment on client health and service expectations.
Client Change Enablement
Serve as the primary point of contact for enablement-related questions within the defined service scope.
Guide clients through standardized workflow changes and reinforce best practices.
Document common challenges, FAQs & repeatable solutions to continuously improve scaled enablement programming.
Cross-Functional Collaboration
Partner with Product Support to ensure smooth go-live transitions and efficient issue resolution.
Provide structured feedback to Product and Enablement teams based on trends observed across the client base.
Escalate complex transformation, customization, or executive-level needs to SVP of Client Enablement when required.
Requirements
1-3 years of experience in tax, tax technology, client service, or enablement-focused roles within public accounting or in-house tax departments.
Working knowledge of Schedule K-1 tax workflows
Experience delivering onboarding, training, or client support in structured repeatable environment.
Familiarity with tax software, tax automation tools or tax compliance platforms.
Strong organizational and time-management skills with the ability to manage a high volume of accounts.
Clear, confident communicator with the ability to simplify workflows and reinforce standard processes.
Comfort working with adoption metrics, usage data, and client feedback to guide next steps.
Experience using K1x's K1Aggregator product is a plus
Experience using modern CRM tools to track onboarding milestones, monitor adoption activity, and maintain accurate client records.
Benefits
Unlimited Vacation Policy + Sick Time + Holidays
Paid Parental Leave
Fully Remote Opportunity
Healthcare Benefits and 401K
Growing Startup Culture
$32k-52k yearly est. Auto-Apply 6d ago
Client Relationship Specialist
Anewhealth
Remote client care specialist job
AnewHealth is one of the nation's leading pharmacy care management companies that specializes in caring for people with the most complex, chronic needs-wherever they call home. We enable better outcomes for patients and the healthcare organizations who support them. Established in 2023 through the combination of ExactCare and Tabula Rasa HealthCare, we provide a suite of solutions that includes comprehensive pharmacy services; full-service pharmacy benefit management; and specialized support services for Program of All-Inclusive Care for the Elderly. With over 1,400 team members, we care for more than 100,000 people across all 50 states.
Job Details
Under the supervision of the Manager of Client Relationship, the Client Relationship Specialist is responsible for acting as a first-line resource for external clients regarding Pharmastar's product lines, including (but not limited to) Medicare and Commercial prescription drug data, ensuring the necessary information is disseminated to the applicable resources within the organization. Candidate will demonstrate proficiency with resolutions of all common issues, questions and solutions.
Responsibilities
Serve as main contact for external clients requesting products (Medicare D and Commercial).
Requests include but are not limited to: formulary compliance, plan set-up, provider management, member enrollment/eligibility changes, patient concerns, reporting (scheduled and ad hoc), audit support, and claims assistance.
Perform client outreach and set up recurring calls.
Serve as main contact for submission of internal workload requests to the Manager;
Prepare, submit, and analyze PDE submissions to CMS;
Research and suggest solutions for submission rejects;
Assist in the reconciliation of PDE data;
Summarize and report PDE progress;
Support clients in all areas of Part D functions for compliance with regulatory requirements.
Coordinate the submission of regulatory reporting to the appropriate management and governing agencies to ensure critical deadlines are met;
Track all applicable regulatory updates and changes for incorporation into policies and procedures;
Act as a first-line contact to external clients and assist in answering questions and/or triaging concerns to other associates.
Build strong, trusting relationship with clients and its pharmacies.
Present company product line services to clients as needed.
Ensures that HIPAA guidelines are followed in every communication with clients.
Stay current on plan and benefit structures, pharmacological updates, and Medicare Part D guidelines.
Attend department and company meetings and educational programs upon request.
Assist with answering Help Desk calls when needed.
Perform administrative duties as required.
Other projects as assigned.
The above essential functions are representative of major duties of positions in this job classification. Specific duties and responsibilities may vary based upon departmental needs. Other duties may be assigned similar to the above consistent with knowledge, skills and abilities required for the job. Not all of the duties may be assigned to a position.
Qualifications
These represent the desired qualifications of the ideal candidate. They are not meant to limit consideration for candidates who do not meet all of the standards listed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's degree preferred. Associate's degree or formal training beyond high school, required.
Experience
3-4 years of customer service and industry experience. (Health plan or insurance experience, a plus. PBM experience preferred.)
CPhT (Certified Pharmacy Technician) certification, a plus.
Experience in a pharmacy support role, a plus.
Current on plan and benefit structures and Medicare Part D guidelines.
Skills & Abilities
Demonstrated proficiency with resolution of all common issues, questions and solutions.
Knowledge of pharmacology and pharmacological terms.
Excellent communication skills and professionalism when working with clients.
Ability to solve problems under pressure by making immediate decisions.
Detail oriented and able to prioritize workload.
Strong computer skills including using word processors, spreadsheets, and database software.
Schedule
This is a full-time position with an expectation to work an average of 40 hours per week, and an ability to be available outside of normal business hours to meet customer expectations on an ad-hoc basis.
Physical Demands
Communicates by way of the telephone, web (video conference), and email with clients;
Operates a computer and other office productivity machinery, such as a calculator, copy machine, fax machine and office printer
Remains stationary for extended periods of time
Occasionally exerts up to 20 pounds of force to lift, carry, push, pull or move objects
Visual acuity to perform activities such as identifying, inputting and analyzing data on a computer terminal and/or in hard copy
Travel
Travel may be required for special organization or department events, department team meetings, trade shows, conferences, and other client engagements.
AnewHealth offers a comprehensive benefit package for full-time employees that includes medical/dental/vision, flexible spending, company-paid life insurance and short-term disability as well as voluntary benefits, 401(k), Paid Time Off and paid holidays. Medical, dental and vision coverage are effective 1st of the month following date of hire
.
AnewHealth provides equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, genetic information, or veteran status, or other legally protected classification in the state in which a person is seeking employment. Applicants are encouraged to confidentially self-identify when applying. Local applicants are encouraged to apply. We maintain a drug-free work environment. Applicants must be eligible to work in this country.
$32k-52k yearly est. Auto-Apply 13d ago
Remote Client Qualification Specialist
Scale Sales Teams
Remote client care specialist job
Company: Scale Sales Team Work Arrangement: Remote Department: Client Intake & Qualification
Scale Sales Team is hiring a Remote Client Qualification Specialist to support the early stages of our client engagement process. This role focuses on hosting scheduled conversations, understanding prospective client needs, and determining appropriate next steps within a structured workflow.
This position supports downstream sales functions but does not involve outbound prospecting, cold outreach, or deal closing responsibilities.
Primary Responsibilities
Conduct scheduled introductory calls with prospective clients
Ask guided questions to assess goals, challenges, and readiness
Provide high-level explanations of available service pathways
Determine qualification status and route opportunities accordingly
Record accurate call notes and outcomes in internal systems
Follow established communication and documentation standards
Qualifications
Experience in appointment-based sales, client intake, or consulting roles
Strong listening skills and ability to follow structured processes
Comfortable facilitating professional conversations in a remote setting
Organized, dependable, and able to manage call schedules independently
International candidates welcome based on availability and compliance
Compensation & Training
Monthly compensation approximately $3,000, with performance-based incentives
Paid onboarding and process training provided
Ongoing team support and clear performance expectations
Why Join Scale Sales Team
Fully remote work environment
Pre-scheduled conversations (no cold outreach required)
Defined workflows and operational clarity
Collaborative, process-driven team culture
Application
Candidates interested in a structured remote role focused on client qualification and intake are encouraged to apply for review.
$3k monthly 10d ago
Client Experience Specialist (Remote)
Traveling With McHaila
Remote client care specialist job
Were seeking a motivated Client Experience Specialist to support clients by providing personalized assistance, coordinating details, and delivering a smooth, professional experience from start to finish. This fully remote role is ideal for someone who enjoys helping people, staying organized, and working independently.
What Youll Do:
Communicate with clients to understand needs and preferences
Provide guidance, updates, and timely follow-ups
Coordinate details and ensure accuracy throughout the process
Deliver friendly, reliable client support
What Were Looking For:
Strong communication and organization skills
Customer service or client-facing experience (preferred, not required)
Comfortable working remotely
Detail-oriented, dependable, and tech-comfortable
Citizen of the US, Mexico, Australia, and UK
Why This Role Stands Out:
100% remote flexibility
Training and ongoing support provided
Opportunity for growth