Client Coordinator remote jobs - 1,198 jobs

Private Client Associate Hybrid - Petaluma, CA The Private Client Associate is a member of Perigon's Client Service team. The Associate's role is to support Wealth Managers with day‑to‑day operations, administrative and client service tasks. Candidates will be interacting directly with Private Wealth Advisors, and as such, professional communication, attention to detail, and white‑glove client service skills are of the highest importance for this role. The Private Client Associate will be responsible for understanding the firm policies, as well as the operating procedures of our custodian partners (Schwab, Fidelity, Pershing, SEI). They will need to have a high level of technology acumen to navigate Perigon's internal and custodial processes. Position Title: Private Client Associate Department: Client Services Location: Hybrid - Petaluma, CA Employment Status: Full‑time FLSA Status: Exempt Effective Date: 2025 Company Overview Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. We manage approximately $8 billion in client assets as a fee‑only fiduciary. In addition to our headquarters in San Francisco, we have offices nationwide including Hawaii, New York, New Jersey, Connecticut, Massachusetts, Delaware, Michigan, Georgia and Florida with plans for significant near‑term growth and expansion into new markets. Essential Duties and Responsibilities The essential functions include, but are not limited to the following: Maintain client relationships Work within the firm's processes to ensure client needs are met Process client requests and inquiries with a high level of accuracy Ensure key client and account information is accurate and up to date Open new accounts, initiate account transfers & rollovers Onboard new clients and/or client accounts: collect client data, process account paperwork Process money movement requests Input data within Portfolio Management Software for client billing Maintain client data within CRM Prepare advisors and clients for quarterly & annual meetings Schedule and coordinate meetings with Financial Advisors and other firm personnel as needed Conduct limited research projects and project‑based requests by advisors and firm leadership Participate in local firm initiatives organized by local firm leadership Identify internal process improvements Minimum Qualifications (Knowledge, Skills, and Abilities) Strong client service background with significant work history within a wealth management, asset manager, insurance company, bank or related industry (RIA Experience Preferred) Excellent written and verbal communications skills Experience working with custodial platforms (Fidelity, TD Ameritrade, Schwab, Pershing, SEI) Working knowledge of Portfolio Management Software, CRM, DocuSign and Cloud Storage Recognizes and respects the importance and reasons for adhering to policies and procedures Operates with a clear understanding of when to act independently and when to escalate for others' involvement Takes ownership of initiatives and continues to move forward in the face of challenges Honors commitments, assumes responsibility and takes ownership Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job‑related instructions and to perform any other job‑related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship. The company is an equal opportunity employer and complies with ADA regulations as applicable. #J-18808-Ljbffr

MUST HAVE EXPERIENCE WITH OPERATIONS ON A UX/PRODUCT DESIGN TEAM The Design Program Coordinator (DPC) will play a key role in supporting design operations across multiple product areas. This role partners closely with Designer Program Managers and crossfunctional design teams to help deliver highquality products and user experiences. The ideal candidate is highly organized, detailoriented, processminded, and an excellent communicator who thrives in dynamic, fastpaced environments. Responsibilities * Track progress and status across various horizontal and vertical product initiatives, surfacing blockers, risks, and dependencies. * Partner with leadership to establish effective team communication practices, information flow, and collaboration models across functions. * Maintain onboarding documentation and ensure smooth distribution and orientation for new team members. * Facilitate team meetings, design reviews, and working sessions by managing agendas, capturing notes, and clearly communicating action items and followups. * Support the development and execution of processes and programs that improve design team efficiency and overall impact, such as quality assurance workflows or approval processes. * Contribute to special projects that strengthen team culture, clarify priorities, and support both inoffice and remote collaboration. * Manage schedules, calendar invites, meeting logistics, room bookings, and workshop planning for design activities. * Help coordinate designdriven initiatives such as offsites, onboarding programs, and community events, including planning, logistics, and asset preparation. Required Skills and Experience * 4-5+ years of project management or program coordination experience within a technology, product, or creative agency environment. * 2-3+ years of experience working directly with Product Design, UX, or Research teams in an enterprise technology setting. * Proven ability to create or refine processes that improve team efficiency and clarity. * Exceptionally organized, detailoriented, proactive, and resourceful. * Strong communication skills and the ability to build trust and relationships with peers and senior stakeholders. * Comfortable operating in fastmoving, often ambiguous environments. * Proficiency with Google Workspace, Excel, and common project management tools. *Job Type & Location*This is a Contract position based out of Menlo Park, CA. *Pay and Benefits*The pay range for this position is $50.00 - $60.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type*This is a fully remote position. *Application Deadline*This position is anticipated to close on Jan 19, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Mechanical VDC/BIM Coordinator - Remote Option Top ENR Mechanical contractor is looking for experienced HVAC and piping VDC Coordinators and technicians to join our growing team. The ideal candidate will play a crucial role in supporting the coordination and implementation of HVAC and piping systems, utilizing Revit and other BIM tools to ensure seamless integration and efficiency in our projects. This is an opportunity to work on world class technical projects and we have multiple roles open (on-site and remote options for qualified candidates)! Key Responsibilities Collaborate with project teams to develop and implement VDC strategies for mechanical systems. Utilize Revit to create, modify, and manage HVAC and piping models and ensure compliance with project specifications. Conduct clash detection using Navisworks and other tools to identify and resolve conflicts in the design phase. Assist in project management tasks, including scheduling and resource allocation, to ensure project milestones are met. Provide technical support and guidance to team members in the use of BIM software and tools. Prepare and review documentation related to mechanical systems, including specifications, drawings, and reports. Participate in coordination meetings with other disciplines, such as electrical and plumbing, to ensure integrated designs. Qualifications Bachelor's degree in Mechanical Engineering or related field. Proven experience with HVAC/piping design and implementation. Strong proficiency in Revit and familiarity with other BIM tools. Knowledge of MEP systems and construction processes is preferred. Familiarity with clash detection processes and tools like Navisworks. Excellent communication skills and ability to work effectively in a remote team environment. Benefits Remote option for qualified candidates with 10+ years of professional experience Relocation assistance is available to qualified candidates for on-site roles with 3+ 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 josh.ortiz@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 : JO4-1840775L686 -- 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 12/07/2022 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.

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

Job Description Are you a relationship-builder at heart with a background in sales? Do you love guiding people toward solutions that change their lives for the better? Are you ready to apply those skills in a mission-driven, professional setting? We're a fast-growing law firm looking for a Client Engagement Specialist to join our team. You'll be the first point of contact for referral partners and families navigating estate planning, probate, or asset protection. Your role? To build trust, understand their goals, and guide them to the right solutions - with empathy, integrity, and professionalism. No cold calls. No sleazy tactics. Just meaningful conversations, expert training, and huge opportunities for growth and impact. Our compensation model is designed to reward you for making a meaningful difference, not just showing up. The more families you guide into taking action, the more you earn, all while supported by a trusted legal team. We offer a stable base, generous commissions, and the chance to earn bonuses with the right drive - no legal background is required (we provide all training), just need hustle, and coachability. Compensation: $50,000 - $95,000 yearly Responsibilities: Identify opportunities for cross-referrals and support ongoing relationships with referral partners Conduct initial consultations with potential clients - helping them feel informed, heard, and supported Follow up with inbound and outbound leads via phone, text, email, and Zoom Clearly explain our services and processes (with full training provided) Work closely with attorneys and legal team to ensure smooth onboarding for new clients Hit performance goals tied to revenue, client satisfaction, and referrals Qualifications: You might have crushed it in real estate, solar, fitness, retail sales, or phones. You're personable, polished, and quick on your feet. Most importantly, you're serious about growth and excited to learn a new industry. 2+ years of sales, account management, or client-facing experience Excellent communication skills (phone, Zoom, in-person) Ability to hold space for people dealing with sensitive issues (like grief or family decisions) Emotionally intelligent, high integrity, and self-motivated Coachable and open to learning new skills, especially legal and ethical standards Tech-savvy (CRM or pipeline tools experience a plus) About Company Innovative & Flexible Culture. Enjoy a healthy work-life balance with standard hours 9 AM - 4:30 PM and remote flexibility (every other Friday work-from-home). Comprehensive benefits: 100% employer-paid medical, dental, vision, and life insurance, 100% 401(k) match up to 3% and unlimited PTO. Top-Rated Firm with a Mission Join a team that's recognized by clients for providing thorough, practical, and truly effective estate planning. We believe in long-term client relationships, not one-and-done transactions. Purpose & Autonomy. We are architects of generational prosperity, helping entrepreneurial families leave a meaningful legacy. You'll have the freedom to innovate and lead, backed by a team that values your contribution and professional development.

Bilingual Sales & Enrollment Client Specialist - Remote (Spanish) Thriveworks, clinician-founded and led, is a leading mental health provider of therapy and psychiatry. We offer in-person and online care, with 340+ offices and 2,200 clinicians across the US. In 2007, our Founder, AJ Centore, PhD, called 40 fellow clinicians and reached 40 voicemails - quickly learning that the counseling experience was subpar for both clients and clinicians. A year later, in 2008, he launched Thriveworks and set out to make therapy work better for everyone. Thriveworks offers mental health services to individuals of all ages, from adults to teens to children, helping them with their unique individual and relationship challenges. About the Job Our Center of Excellence is built on a culture of service excellence. Everyone can benefit from working with a skilled therapist, counselor, or life coach, and we strive to ensure that people all across the country have that very opportunity. The role of Enrollment Specialist at Thriveworks is a sales and full-time remote position, and is responsible for actively managing a pipeline of prospective clients seeking mental health services. The ideal candidate excels in a fast-paced, mission-driven environment, demonstrating exceptional communication, attention to detail, and adaptability. We have a lot of people reaching out for support, and it's our job to help them feel heard, explain what Thriveworks offers, and match them with the right service. You'll walk them through the scheduling process and make sure they feel comfortable, informed, and excited about getting started with their first appointment. Responsibilities Manage high-volume inbound and outbound client interactions using platforms such as Salesforce, NICE, and ThriveSupport. Prospecting new leads, handling inbound calls, and conducting outbound outreach to support referral programs and engage prospective clients. Handle 50+ calls daily while maintaining a high standard of organization and follow-through. Meet or exceed key performance indicators (KPIs), including client conversion rates, intake targets, quality assurance (QA) standards, and schedule adherence. Ensure clients are a strong fit for services by aligning their needs with appropriate offerings Address and escalate client concerns to other departments and leadership, and follow up as necessary to ensure satisfactory resolution. Work collaboratively in a fast-paced and ever-changing team environment. Additional duties requested by Supervisor/Manager. Compensation: The base salary starts at $43,118 ($20.73/Hr). In addition to the base salary, Enrollment Specialists have the opportunity to earn $0 - $30,000+ in commission annually, based on performance and achievement of goals. Requirements: Sales/Customer Service and Call Center experience is required, experience in the mental health field is preferred. Bachelor's degree or a minimum of 2 years of inside sales experience within a digital health or similar sales environment (handling both inbound and outbound leads). High proficiency in Google Suite (Docs, Sheets, Gmail, etc.) and CRM platforms, particularly Salesforce. Must be fluent in Spanish Must have a designated, quiet workspace to maintain client confidentiality and adhere to HIPAA compliance standards. Excellent verbal and written communication skills, with the ability to engage a diverse range of clientele professionally and empathetically. Work hours: Monday-Friday, 8:00 AM to 9:30 PM EST; Saturday & Sunday, 8:00 AM to 6:00 PM EST (subject to change). This is an FT position with benefits, ranging between 32 - 40 hours per week, depending on the business needs. Shift Bid opportunities are available (every 6 months) based on performance. Internal candidates must be currently in good standing in their current role. Benefits: Competitive compensation + commission opportunities 401(k) with employer match Medical, Dental, Vision, Life Insurance Paid time off and holidays Employee Assistance Program (EAP) Professional growth and advancement opportunities This is a remote, sedentary role that requires extended periods of sitting and working on a computer. Frequent typing and use of a standard keyboard and mouse are required. Thriveworks is an Equal Opportunity Employer. Our people are our most valuable assets. We embrace and encourage differences in age, color, disability, ethnicity, gender identity or expression, national origin, physical and mental ability, race, religion, sexual orientation, veteran status, and other characteristics that make our employees unique. We encourage and welcome diverse candidates to apply for any position you are qualified to bring your unique perspective to our team. Interested in joining Team Thriveworks? We're thrilled to meet you! With Job scams becoming more and more frequent, here's how to know you're speaking with a real member of our team: Our recruiters and other team members will only email you from ************************* or an @thriveworks.com email address. Our interviews will take place over Google Meet (not Microsoft Teams or Zoom) We will never ask you to purchase or send us equipment. If you see a scam related to Thriveworks, please report to ***********************. You can contact ************************** with any questions or concerns. Thriveworks is an Equal Opportunity Employer. Our people are our most valuable assets. We embrace and encourage differences in age, color, disability, ethnicity, gender identity or expression, national origin, physical and mental ability, race, religion, sexual orientation, veteran status, and other characteristics that make our employees unique. We encourage and welcome diverse candidates to apply for any position you are qualified for to bring your unique perspective to our team. By clicking Apply, you acknowledge that Thriveworks may contact you regarding your application.

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.

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.

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.

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

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.

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

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

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.

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

About Us Join our rapidly growing team and take control of your career! Set your own income goals, grow at your own pace, and thrive in a company culture that encourages you to compete against your personal best every day. We provide world-class support, mentorship, and limitless growth opportunities. Requirements / Responsibilities / Rewards Fully Remote Work: Flexibility to work from home. Weekly Pay + Bonuses: Rewarding dedication and performance. Union Contract & Representation: Security and support. Life Insurance & Medical Reimbursement: Protect yourself and your family. Leadership Training & Conferences: Develop skills and network with top leaders. Incentive Trips & Team Bonding: Enjoy unforgettable experiences while building relationships. How to Apply Submit your resume and compensation requirements for consideration. Interviews conducted via Zoom to ensure safety and convenience.

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

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.

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