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MEP Coordinator
Holder Construction 4.7
Client coordinator job in Columbus, OH
Holder Construction, an Atlanta-based commercial construction company with operations throughout the United States, is seeking a highly motivated MEP Coordinator to join our Columbus, OH team. Primary Responsibilities
Controls/power monitoring coordination including RFIs, submittals, graphics, testing, and checkout.
CX lead, including CX schedule ownership, issue tracking and closure, CX checklist readiness reviews, and overall CX communication with client, engineer, and CX provider.
Responsible for the specific mechanical and electrical construction needs of Aviation facilities (e.g., Airports) and other related construction projects.
This position will supervise all Mechanical, Electrical, and Special Systems Trade contractors and vendors involved in the project.
Coordinate all Mechanical, Electrical, and Special Systems schedules, budgets, reports, and documentation from pre-construction through close-out.
Requirements For This Position Include
5+ years. commercial construction experience with large sophisticated mechanical and electrical systems.
Position requires extensive experience managing the construction of aviation projects and complex electrical and mechanical infrastructure projects.
Candidate must have experience in developing project scopes and schedules, coordinating change orders and RFIs, managing and tracking project budgets, and cost control.
Strong experience managing professional relationships with owner's representatives, architects, engineers, and clients while supervising trade partners and vendors is a priority.
$50k-64k yearly est. 14h ago
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Wealth Management Operations - Client Service Associate
Plante Moran 4.7
Client coordinator job in Columbus, OH
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.
Your role.
Your work will include, but not be limited to:
Portfolio Administration
Self-review of tasks performed, including client deliverables
Manage and prioritize tasks and workflows
Serve as a liaison between advisors and broader PMFA operations team
Field questions related to client data, reports or any items as a result of work
Research and resolve issues related to client information
Client Services Administration
Serve as a liaison between internal staff, custodian, and others as needed
Preparation of new account paperwork and account changes
Preparation of account transfer paperwork and verification of asset transfer eligibility
Ensure timely completion of account transfers and other paperwork processing
Frequent communication with custodians and internal staff
Monitor and follow up on alerts
Identify and communicate client service opportunities to internal professionals
Assist with money movement activities
General
Adhere to PMFA policies and procedures
Develop, document and/or maintain process policies and procedures for department
Frequent interaction with internal and external professionals and clients
Cross train and back up to other team members roles in operations
Assist in testing and roll out of system upgrades, system integration and new technology
Coordinate workload with other client service associates
Review agreements and be familiar with terms to ensure paperwork is in compliance
The qualifications.
High School diploma or GED equivalent is required
2+ years industry experience. Previous administrative or investment industry experience preferred.
Client service orientation combined with creative problem solving skills
Strong written and oral communication skills
Ability to work effectively as part of a team, yet function well with independent responsibilities; ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients
Ability to thrive in a challenging and fast paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.
Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review thposition description for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in CO, IL, OH, and MA is: $24.95 - $39.87
#LI-CB1
#LI-Hybrid
$36k-47k yearly est. 4d ago
QIDP/Service and Support Coordinator (Champaign County)
CRSI 3.7
Client coordinator job in Urbana, OH
Do you want to work with people that make work enjoyable? Do you want a rewarding career? If you are passionate about helping others reach their goals and live their best life, come work with us! CRSI is looking for a dynamic leader who will be responsible for programs and individual related activities.
This individual will provide supervision over direct care and/or other support staff in residential homes.
Not only do you get to work with teams across the organization and build long term lasting relationships, CRSI also offers:
Generous Paid Time Off (PTO)
Paid Holidays
Health, Dental and Vision Benefits
Employee Assistance Program
Retirement Plan
Life and AD&D Benefits
Short Term and Long-Term Disability Benefits
Tuition Reimbursement
Duties also include:
Maintaining continued awareness of new developments in programming, active treatment, and other related areas for persons with developmental disabilities.
Performing investigations, reports, and notifications and reviewing trends and patterns.
Participating in committees and Peer Review process.
Coordinating with nursing staff and medical personnel for health care needs for all individuals.
QUALIFICATIONS:
Must have a minimum of 1-5 years' experience and a Bachelor's Degree in Special Education, Social Work, Psychology, developmental disabilities, Nursing, or related Human services field.
Technology skills and computer literacy required.
Must have strong communication, writing, time management, and organizational skills.
Need to be proficient in Microsoft Office suite, particularly Word, Excel, and Outlook.
Must be self-motivated and have the ability to work with minimal supervision and be able to handle highly confidential information.
Must possess strong leadership abilities and a willingness to work effectively with other administrative staff, ancillary services personnel, and habilitation program staff.
Compensation details: 25.5-25.5
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$28k-34k yearly est. 1d ago
VDC/BIM Coordinator - Mechanical - REMOTE OPTION
Cybercoders 4.3
Remote client coordinator job
Mechanical VDC/BIM Coordinator - Remote Option We are seeking a skilled Mechanical VDC/BIM Coordinator to join our team remotely. The ideal candidate will be responsible for managing and coordinating the Virtual Design and Construction (VDC) processes, focusing on HVAC systems, and utilizing BIM methodologies to enhance project efficiency and effectiveness.
Key Responsibilities
Manage and coordinate BIM processes for HVAC and mechanical systems, ensuring accurate and efficient design and documentation.
Collaborate with project teams to gather requirements and integrate MEP systems into the overall project.
Conduct clash detection and resolution using Navisworks to prevent construction issues.
Assist in the development and maintenance of VDC workflows and standards.
Provide technical support and guidance to project teams regarding BIM software and methodologies.
Coordinate with project managers and stakeholders to align VDC strategies with project goals and timelines.
Qualifications
Proven experience in HVAC design and BIM coordination.
Proficiency in Revit and related BIM software.
Experience with Mechanical, Electrical, and Plumbing (MEP) systems is a plus.
Strong knowledge of VDC processes and construction methodologies.
Familiarity with project management principles and practices.
Experience in clash detection and resolution using Navisworks.
Knowledge of piping and plumbing systems is a plus.
Strong problem-solving skills and attention to detail.
Benefits
Remote option for qualified candidates with 10+ years of professional experience
Health/Vision/Dental Insurance
401K plan with company match
PTO/Sick Leave/Holidays
HSA/FSA/HRA Accounts
Wellness Programs
If you are an experienced BIM/VDC Technician or Coordinator with HVAC, piping and/or plumbing experience, please apply today or contact carson.kirk@cybercoders.com
Email Your Resume In Word To
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
josh.ortiz@cybercoders.com
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : CK13-1851226L485 -- in the email subject line for your application to be considered.***
Josh Ortiz - Recruiting Manager
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
This job was first posted by CyberCoders on 05/01/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
$46k-69k yearly est. 2d ago
Client Success Specialist
STAQ Pharma Inc. 3.7
Client coordinator 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. 20d ago
Phlebotomy Specialist-Client Office
Labcorp 4.5
Client coordinator job in Columbus, OH
At LabCorp we have a passion in helping people live happy and healthy lives. Every day we provide vital information that helps our clients and patients understand their health. If you are passionate about helping people and have a drive for service, then LabCorp could be a great next career step!
We are currently seeking a Phlebotomist to work in a client office. In this role you will provide exceptional customer service, perform skilled specimen collections and be the face of the company. In addition, you will be provided opportunities for continuous growth within the organization.
* QUARTERLY INCENTIVE BONUS PROGRAM
PST's may be eligible for participation in the PST Incentive Plan, which pays a quarterly bonus based on performance metrics.
Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN & Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. Employees who are regularly scheduled to work a 7 on/7 off schedule are eligible to receive all the foregoing benefits except PTO or FTO. For more detailed information, please click here.
All job offers will be based on a candidate's skills and prior relevant experience, applicable degrees/certifications, as well as internal equity and market data.
Work Schedule: (32 Hours Weekly)
Monday-Thursday 8:00am-5:00pm with 1- hour lunch break
The hours/location may change/vary based on business need and/or the request(s) of your supervisor or management.
Work Location: Columbus, GA
This position does not require you to be fully vaccinated against COVID-19.
Job Responsibilities:
* Perform blood collections by venipuncture and capillary techniques for all age groups.
* Collect specimens for drug screens, paternity tests, alcohol tests etc.
* Perform data entry of patient information in an accurate and timely manner.
* Process billing information and collect payments when required.
* Prepare all collected specimens for testing and analysis.
* Maintain patient and specimen information logs.
* Provide superior customer service to all patients.
* Administrative and clerical duties as necessary
* Assembling equipment such as: tourniquet, needles, disposable containers for needles, blood collection devices, gauze, cotton, and alcohol on work tray, according to requirements for specified tests or procedures,
* Performing other responsibilities as required, Work with and draw from a wide range patient cases in a confident manner,
* Maintaining safe, secure, and healthy work environment by following standards and procedures and complying with legal regulations,
* Verifying or recording identity of patient or donor and converses with patient or donor.
* Maintaining Refrigerator and Freezer temperatures.
* Maintain a safe, secure, and healthy work environment,
* Comply with legal Phlebotomy regulations, Handle urine analysis, blood testing, Perform a variety of routine blood drawing procedures.
* Travel to additional sites when needed.
Job Requirements:
* High school diploma or equivalent
* Phlebotomy certification or completed training program from an accredited agency or previous experience as a phlebotomist is required
* Proven track record in providing exceptional customer service
* Strong communication skills; both written and verbal
* Ability to work independently or in a team environment
* Comfortable working under minimal supervision
* Reliable transportation required
* Flexibility to work overtime as needed
* Able to pass a standardized color blindness test
If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, apply today!
Labcorp is proud to be an Equal Opportunity Employer:
Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law.
We encourage all to apply
If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site or contact us at Labcorp Accessibility. For more information about how we collect and store your personal data, please see our Privacy Statement.
$28k-41k yearly est. Auto-Apply 4d ago
Client Experience Specialist (100%Remote - Chicago Area Preferred)
Win Home Inspection 4.0
Remote client coordinator job
Job Description for Client Experience Specialist (100% Remote - Chicago Area Preferred):
👉 Do you thrive on creating positive experiences and solving problems for others?
We're hiring a Client Experience Coordinator to support our franchise owners by building strong relationships, coordinating with internal teams, and helping deliver solutions that make an impact.
About the Role
We're looking for a Client Experience Specialist who enjoys variety, thrives in a collaborative environment, and takes pride in helping others succeed 🌟. In this role, you'll build trusted relationships with our franchise owners while also working closely with colleagues across marketing, training, and operations.
Some days you'll be connecting with franchise owners, understanding their needs, and coordinating support. Other days you'll be reviewing a marketing initiative for relevance, helping organize a training session, or assisting with an operational rollout. You'll never be expected to know it all, you'll always have expert teammates to lean on, but over time, you'll grow your expertise so you can guide franchisees directly with confidence.
This role is ideal for someone with excellent people skills, strong organizational instincts, and the ability to juggle multiple priorities while keeping a positive, solutions-oriented mindset.
What You'll Do:
Serve as a trusted point of contact for franchise owners, building strong relationships
Champion and coordinate requests with internal marketing, training, and operations teams
Provide responsive, empathetic support and follow-through on client needs
Contribute to projects such as training programs, marketing reviews, and process improvements
Deepen your knowledge of our systems and processes to provide more direct guidance over time
What We're Looking For:
Friendly and empathetic with strong people and communication skills
Natural leader with a drive to grow professionally and personally
Quick learner, organized, and persistent in getting things done
3+ years of Experience collaborating with cross-functional teams (marketing, training, or operations)
Why WIN
100% remote role (Chicago-area candidates preferred)
Collaborative, inclusive culture built on respect and growth
Health, dental, vision insurance + PTO + 401(k) match
Career development and advancement opportunities
A team that values working hard, having fun, and celebrating success together
$61k-109k yearly est. Auto-Apply 60d+ ago
Client Enablement Specialist
Sirona Medical 4.0
Remote client coordinator 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 9d ago
Client Experience Specialist - Eastern time US Based Remote
Anywhere Real Estate
Remote client coordinator 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. 23d ago
Client Advocate Specialist
Health Catalyst 4.7
Remote client coordinator 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 Inc. 3.9
Remote client coordinator 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 39d ago
V104- Legal Intake and client Specialist
Flywheel Software 4.3
Remote client coordinator job
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 3d ago
Client Experience Specialist - Eastern time US Based Remote
Anywhere, Inc. 3.7
Remote client coordinator 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
$30k-41k yearly est. Auto-Apply 24d ago
WFH - Sales & Client Onboarding Specialist
Virtualite Business Process Outsourcing Services
Remote client coordinator 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 26d ago
Client Relationship Specialist
Net Driven 3.5
Remote client coordinator 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 coordinator 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
Client Experience Specialist (Licensed)- Pacific time US Based Remote
Anywhere Real State Inc.
Remote client coordinator job
Client Experience Specialist (licensed) The Client Experience Specialist is a service minded professional who manages all non-licensed and limited 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, solve problems 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, primarily in Oregon. The ideal candidate will be able to work in Pacific time.
Responsibilities:
* Perform non licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner.
* Ensure your real estate license remains in good standing to perform authorized licensed tasks, including drafting contract addendums and amendments.
* Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems.
* Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties.
* Serve as all deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close.
* Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts.
* 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 administration/transaction coordination experience required.
* Active real estate license in good standing preferably in OR.
Competencies:
To perform the job successfully, 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 while demonstrating comfort with transaction management and financial tools.
* Analytical Thinking & Transaction Accuracy - able to apply strong critical thinking and problem-solving skills to ensure precise management of financial details such as expenses, invoices, and commission calculations while analyzing data to identify discrepancies, resolve issues promptly, and maintain compliance and data integrity.
* Process Management - able to effectively manage end-to-end workflows, prioritize tasks, and ensure timely completion of transaction processing.
* 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 -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 or delays while remaining resilient.
* Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information 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
$32k-52k yearly est. Auto-Apply 12d ago
Client Experience Specialist - Eastern time US Based Remote
Anywhere Integrated Services
Remote client coordinator 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
$32k-52k yearly est. Auto-Apply 24d ago
Client Experience Specialist
Infotrack Us
Remote client coordinator job
About One Legal, an InfoTrack Company
One Legal, a division of InfoTrack, is a one-stop online solution for legal professionals to file court documents in every California court, manage service of process nationwide, and more. A leader in innovative technology solutions for legal professionals for more than 30 years, One Legal continues to be among the most respected in the industry.
As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, we'd love for you to join us.
About the role
As a Client Experience Specialist at One Legal, you will play a pivotal role in a dynamic and client-focused support team dedicated to educating, empowering, and advocating for our clients. Your primary responsibility will be to address and resolve client inquiries through clear, effective verbal and written communication, with a strong emphasis on active listening and understanding. You'll ensure efficient and effective resolutions that meet our clients' needs by leveraging all available resources.
In this role, you will be recognized for your reliability and ability to maintain composure under pressure, consistently demonstrating empathy in client interactions. You are a quick learner with a talent for multitasking, open to coaching, and driven by curiosity. Your commitment to teamwork is evident as you continually seek ways to enhance your own performance, contribute to the team, and drive company success.
This is a fully remote role, based in Pacific Time. The hours are M-F, 9:00am - 6:00pm PT.
Responsibilities
Client Experience:
Lead clients through the One Legal platform to complete tasks.
Maintain accurate client records in Salesforce.
Own your learning and communicate effectively with your manager.
Advocate for clients by reviewing materials and providing feedback to internal teams.
Solve problems efficiently, ensuring a high-quality client experience.
Represent the client's voice to influence product improvements.
Driver of Results:
Seek solutions to enhance the employee experience and celebrate team successes.
Collaborate with your manager to meet corporate goals.
Understand and act on key KPIs to consistently deliver exceptional client service.
Continuously improve the client experience through proactive learning.
Operational Excellence:
Embrace new technology to improve service and efficiency.
Address productivity issues with your team and suggest improvements.
Assist in onboarding new team members.
Focus on de-escalation to minimize client delays.
Follow all policies and guidelines.
Participate in discussions to ensure consistent practices and communication.
Requirements
2+ years in Customer Support, with a preference for Call Center experience.
2+ years working with CRM systems; Salesforce experience preferred.
Experience in SaaS, especially in legal services, is a plus.
Skilled in optimizing telephonic support systems; DialPad experience preferred.
1+ years in legal/litigation support preferred.
High school diploma required; advanced studies or equivalent work experience valued.
Compensation
The anticipated starting base pay range for this role is listed below. Base salary is not the only component of our competitive total rewards package - you may also be eligible for bonus, commissions and other benefits as described below. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications.
$19.25 - $22.12 per hour
Benefits
What Sets InfoTrack apart
At InfoTrack, we're committed to a workplace where everyone feels comfortable doing their best work and having fun! We also believe in a work/life balance that fulfills you while you're here and supports you when you're not. We built our benefits package to prove that we're committed to you having everything you need.
Our benefits guide, located here, illustrates what we offer full-time employees and a sneak preview is below
401(k) Match
Medical, Dental, & Vision Insurance
Employer-funded Short/Long-Term Disability, Life, and Accidental Death & Dismemberment (AD&D) Insurance
20 Days of Paid Time Off (PTO)
11 Paid Holidays
“Be Me Time” off for mental health, re-charging, volunteering
Matching Gift Program
Our Commitment
We believe that the key to our success is you. Your unique background, life experience, knowledge, self-expression, and talent make you uniquely you. Who you are, what you have experienced, and how you think inspires us to be innovative and bold.
InfoTrack is an equal opportunity employer. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. We welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, ancestry, sex, gender identity and expression, national origin, citizenship, marital status, age, languages spoken, veteran status, color, religion, disability, sexual orientation, and beliefs.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
$19.3-22.1 hourly Auto-Apply 60d+ ago
Client Experience Specialist
One Legal LLC 4.3
Remote client coordinator job
About One Legal, an InfoTrack Company One Legal, a division of InfoTrack, is a one-stop online solution for legal professionals to file court documents in every California court, manage service of process nationwide, and more. A leader in innovative technology solutions for legal professionals for more than 30 years, One Legal continues to be among the most respected in the industry.
As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, we'd love for you to join us.
About the role
As a Client Experience Specialist at One Legal, you will play a pivotal role in a dynamic and client-focused support team dedicated to educating, empowering, and advocating for our clients. Your primary responsibility will be to address and resolve client inquiries through clear, effective verbal and written communication, with a strong emphasis on active listening and understanding. You'll ensure efficient and effective resolutions that meet our clients' needs by leveraging all available resources.
In this role, you will be recognized for your reliability and ability to maintain composure under pressure, consistently demonstrating empathy in client interactions. You are a quick learner with a talent for multitasking, open to coaching, and driven by curiosity. Your commitment to teamwork is evident as you continually seek ways to enhance your own performance, contribute to the team, and drive company success.
This is a fully remote role, based in Pacific Time. The hours are M-F, 9:00am - 6:00pm PT.
Responsibilities
Client Experience:
* Lead clients through the One Legal platform to complete tasks.
* Maintain accurate client records in Salesforce.
* Own your learning and communicate effectively with your manager.
* Advocate for clients by reviewing materials and providing feedback to internal teams.
* Solve problems efficiently, ensuring a high-quality client experience.
* Represent the client's voice to influence product improvements.
Driver of Results:
* Seek solutions to enhance the employee experience and celebrate team successes.
* Collaborate with your manager to meet corporate goals.
* Understand and act on key KPIs to consistently deliver exceptional client service.
* Continuously improve the client experience through proactive learning.
Operational Excellence:
* Embrace new technology to improve service and efficiency.
* Address productivity issues with your team and suggest improvements.
* Assist in onboarding new team members.
* Focus on de-escalation to minimize client delays.
* Follow all policies and guidelines.
* Participate in discussions to ensure consistent practices and communication.