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TurboTax (WFH) Customer Service - Entry-Level
Turbotax
Remote client liaison job
Work from home with TurboTax Product Expert
Get paid $18.50 per hour¹
Get a $405 Certification bonus³
Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴
Earn an additional $5/hr from April 9-15 for all hours worked
Fast 24 hour Certification³
As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. Most of these questions concern Downloading, Logging In, Getting Started with Basic Navigation, Importing Documents, Printing and Filing and very basic Tax questions. We'll give you amazing continuous support for everything.
Get paid $18.50 per hour¹
Earn a $405 Bonus just for participating in getting certified as a TurboTax Product Expert³
$5.00 per hour Turbo Bonus Boost: Enjoy the bonus from April 9th through 15th with unlimited hours available, must work a minimum of 8 hours each day on April 13th, 14th, and 15th to qualify
Certification takes place over 3 days
Build your own schedule with flexible hours anytime between 8am EST and 12am midnight EST Monday to Sunday⁴
Minimum 25 hours per week required, want to work more? Go for it!¹
You'll be assigned an SME (Subject Matter Expert) who will support you during live calls. Plus Support an (MPS) Marketplace Performance Specialist as your advocate
Required Experience & Skills To be successful in this Gig as a Service Provider for TurboTax you will need to be proficient in the following:
This role doesn't require any specific accounting background. We're looking for enthusiastic individuals who are eager to learn and help TurboTax customers with their questions.
Strong communication is key in assisting customers with TurboTax products and tax return software. You'll need to articulate solutions clearly and empathetically.
The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service.
$28k-35k yearly est. 14h ago
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Customer Service Representative
Russell Tobin 4.1
Remote client liaison job
Job title: Customer Support/Account Rep
Duration: 6months
Pay rate: $18/hr - $19.17/hour
Remote to Start: Kick off your journey with us from home! All classes and training sessions will be held remotely for 4-5 weeks.
In-Office Experience: Once training is complete, your role will transition to 5 days per week in-office, fostering collaboration, hands-on experience, and strong team bonds.
Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in-office and remote work-3 days in-office and 2 days from home-for greater flexibility and convenience.
Preference Criteria:
We prefer candidates with either a College Degree or Previous Contact Center Experience.
Position Description: Join our Client as a Customer Support Representative where you'll handle incoming phone calls regarding various service inquiries. You'll respond with accuracy and efficiency, consistently meeting key department performance metrics. Functional support areas include cash management products, online services, and general account or financial-related inquiries. Successful applicants will be highly professional, career-driven, and committed to delivering world-class service.
Key Responsibilities:
Addressing incoming phone calls with a high degree of accuracy and efficiency.
Providing support on cash management products, online services, and general financial inquiries.
Contributing to a fast-paced, team-oriented environment.
Multi-tasking and adjusting quickly to changes in a busy financial service center.
Qualifications:
Preference for a College Degree or Previous Contact Center Experience.
Highly professional, career-driven, and committed to delivering world-class service.
Excellent communication skills and ability to work effectively in a team environment.
Strong aptitude for multitasking and adjusting to fast-paced environments.
Why Join Us:
Opportunity to work with a reputable financial institution.
Dynamic and collaborative work environment.
Competitive compensation package and opportunities for career advancement.
Be part of a team dedicated to delivering excellence in client service.
$18 hourly 4d ago
Specialist, Cisco Services and Renewals -REMOTE
Presidio Networked Solutions, LLC
Remote client liaison job
Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights.
The Role
As a Cisco Specialist, Services and Subscription Management, your primary role is to drive revenue growth in Cisco service contract renewals through retaining existing clients, upselling to strategic premium offerings, expanding within existing customer base, and assisting in uncovering white space opportunities. This role is responsible for supporting Presidio's federal customer base through the lifecycle of an agreement including creating renewal quotes/proposals, participating in driving Services EA opportunities and true forwards, managing the data throughout the term, and processing renewal orders. The Cisco Specialist works directly with Account Executives, clients, and Cisco, as well as cooperatively with internal cross functional teams to ensure success of the renewals practice.
Responsibilities include:
Proactively manage customer Cisco renewals and timeline for assigned account base
Review renewals for upsell opportunities, position new offers, create and present quotes/proposals
Participate in joint Presidio/OEM strategy meetings relating to renewal (multi-year, transition to Enterprise Agreements and additional strategic programs)
Participate in customer facing meetings to present offerings, address questions, and drive opportunities to closure
Assist in the Services EA sales cycle by helping identify qualified target customers, building standard renewal comparison quotes as needed, working in EAMP to scope the CX proposal install base
Work in tandem with EA Client Success Managers to prepare customers for Services EA True Forwards, validate inventory adds/removals, assist with budgetary estimates, and work with Cisco asset management teams as needed
Maintain and reconcile end-user's Cisco contract inventory and proactively manage this process quarterly, annually, etc.
Triage all Cisco services related questions and issues both internally and externally
Work with regional management, account executives and cross functional teams to promote and develop the Cisco service practice with the goal of increasing attach rate, renewal rate, and Services EA adoption.
Accurately forecast renewals pipeline in conjunction with Account Executives
Collaborate with manufacturer reps to secure pricing, ensure timely renewals and accurate forecasting
Periodically review contracts within account base for accuracy - maintaining clean, consolidated contracts and managing customer access
Prepare and process orders utilizing internal tools
Track orders to completion, escalate as required, and ensure accurate booking
Prepare and deliver Quarterly Business Reviews to clients as required
Required Skills and Professional Experience
Proficient in Microsoft Excel and MS applications
Strong written and verbal communication skills
Ability to work independently and in a cross functional team environment
Strong knowledge of Cisco services, contracts, and Enterprise Agreements
Familiarity with Cisco asset/contract management systems (e.g., CCWR, EAMP)
Knowledge of service lifecycle management and subscription models
Preferred Skills and Professional Experience
3+ years' experience in a support agreement renewal role
Experience with Cisco service contracts and CX EA's (renewals, subscriptions, Enterprise Agreements)
Experience supporting federal government programs, contracts, or stakeholders preferred
Direct customer-facing experience (presentations, QBRs, consultative selling)
Ability to provide revenue growth through renewals and upsells
Contract and order management experience (tracking, reconciliation, processing)
Your future at Presidio
JoiningPresidiomeans stepping into aculture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world.
Here,your impact is real.Whether you're harnessing the power of Generative AI, architecting resilientdigital ecosystems, or drivingdata-driven transformation, you'll be part of a team that is shaping the future.
Ready to innovate? Let's redefine what's next-together.
About Presidio
At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit *****************
*****
Applications will be accepted on a rolling basis.
Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, gender identification or any other characteristic protected by applicable federal, state, and local statutes, regulations, and ordinances.
To read more about discrimination protections under Federal Law, please visit:
If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to
for assistance.
Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to
.
Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Recruitment Agencies, Please Note:
Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs.
#LM
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$45k-86k yearly est. 6d ago
Customer Service Representative
Leeds Professional Resources 4.3
Remote client liaison job
We are hiring a customer service representative to manage customer queries and complaints. To do well in this role you need to be able to remain calm when customers are frustrated and have experience working with computers.
Pay $18/HR (Monday-Friday Day Shift)
Work Environment: In-office training for 10 weeks. After successful training this position will become work from home.
Additional Info:
Must have reliable transportation and home internet access
Must have Long Term Care, Medicare, or Medicaid experience for this role
Customer Service Representative Responsibilities:
Maintaining a positive, empathetic, and professional attitude toward customers at all times.
Responding promptly to customer inquiries.
Communicating with customers through various channels.
Acknowledging and resolving customer complaints.
Knowing our products inside and out so that you can answer questions.
Processing orders, forms, applications, and requests.
Keeping records of customer interactions, transactions, comments, and complaints.
Communicating and coordinating with colleagues as necessary.
Providing feedback on the efficiency of the customer service process.
Managing a team of junior customer service representatives.
Ensure customer satisfaction and provide professional customer support.
Customer Service Representative Requirements:
High school diploma, general education degree, or equivalent.
Ability to stay calm when customers are stressed or upset.
Comfortable using computers.
Excellent communication skills and Microsoft Office Suite
$18 hourly 3d ago
Wealth Management Operations - Client Service Associate
Plante Moran 4.7
Client liaison 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. 2d ago
Customer Experience Advocate
Cymbiotika
Remote client liaison job
At Cymbiotika, we believe that wellness starts with trust. That's why we're committed to creating supplements that are not only effective but also transparent. From the moment you pick up one of our products, you'll know exactly what's inside-no hidden ingredients, no confusing labels. We take pride in using only the highest-quality ingredients, carefully sourced and backed by science, to ensure you're getting the best of nature and innovation in every supplement.
We understand that health is personal, which is why our supplements are designed to work with your body, not against it. By focusing on bioavailability and using advanced liposomal delivery systems, we ensure that your body can absorb and use the nutrients to their fullest potential. Our goal is simple: to help you feel your best, with products you can trust, made with ingredients you feel good about.
With Cymbiotika, you're not just taking a supplement-you're joining a community of people who value wellness, science, and the power of transparency. We're here to empower you on your journey to better health, every step of the way.
We are looking for a motivated and experienced Customer Experience Advocate to join our Cymbiotika team! As a Customer Experience Advocate, you will be tracking all points of customer engagement, addressing customer queries, and identifying ways to improve our customer services.
Role Overview
As a Customer Experience Advocate, you are the voice of the company, specializing in extensive product knowledge, record keeping, and problem solving. Working alongside multiple departments, you will answer customer questions and concerns with confidence and a positive attitude.
Responsibilities:
Provide customers with order verification, updates regarding shipment, product availability and pricing.
Work closely with cross-functional departments to enhance customer services and brand awareness.
Provide analytical and specialized administrative support with general instructions.
Inform customers about new products and usage.
Analyze customer feedback on new and existing products, as well as preparing reports.
Respond to customer queries in a timely and effective manner, via phone, email, or social media.
Participate in weekly meetings that are structured to aid in the enhancement of professional development.
Maintain accurate records and document all customer service activities and discussions.
Requirements:
At least 1 year of relevant experience
Exceptional communication, collaboration, and problem-solving skills.
Exceptional interpersonal skills and a client-centered approach.
Great organizational and time management abilities.
Proficiency in Google and customer service softwares
What We Offer:
Welcome Package: Receive a curated selection of Cymbiotika products to kickstart your wellness journey with us at your 45th day.
Exclusive Employee Discounts: Enjoy 70% off all products for yourself and 50% off for friends and family.
Flexible Fridays: Work from home Fridays to ease into your weekend with balance and flexibility.
Catered Team Lunches: Connect with your colleagues over delicious catered lunches every Wednesday.
Beverage Perks: Cold brew, coffee, and fridge full of drinks.
Snacks: Variety of snacks to keep you fueled.
Wellness Facilities: Unwind in our on-site meditation room or recharge with red-light therapy.
VIP Access: Enjoy exclusive suite access at Petco Park for San Diego Padres home games.
Fitness Perks: Complimentary ClassPass membership for access to fitness classes and wellness activities.
Paid Time Off: Enjoy 13 paid company holidays, a generous PTO policy that grows with your tenure, and dedicated sick time to support your health and work-life balance.
Comprehensive Health Benefits: Dental, vision, and health insurance plans with 100% employer-paid coverage options.
Exclusive Lifestyle Discounts: Special offers through partners like Farmers Insurance, hotels, movie theaters, theme parks, and more.
Team-Building Activities: Join regular team outings and events that foster collaboration, creativity, and fun.
Retirement Plan: 401(k) plan with matching contributions to help secure your financial future.
Community Engagement: Participate in company-sponsored volunteer events and give back to causes that matter.
$40k-55k yearly est. 3d ago
Customer Service Representative (Regional Remote)
Diamond Credit Union 3.6
Remote client liaison job
Member Advocate - Member Experience Center-Call handles member requests and provides exceptional member service, using product knowledge to recognize cross sell opportunities and refer to appropriate credit union specialists.
Supervisory Responsibilities:
No direct reports.
Essential Functions:
Effectively handle incoming calls, making sure all calls are answered within 2 rings, while ensuring established average speed of answer performance and abandon rate standards are met.
Assist members with general inquiries, account management, routine account-related requests such as: account reconciliation, evaluation and explanation of products, service fee and overdraft charges, up to and including fee refunds, transfer of funds, stop payment requests, debit cards (i.e.: usage, limits and dispute processing), credit card and loan payment processing, account maintenance changes (i.e.: name/address, phone, etc.) check reorders and interaction with internal support departments and 3rd parties.
Requirements
Required Skills / Abilities:
Demonstrated dedication to positive, member-focused service.
Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
Good organizational skills and attention to detail.
Ability to work through member situations and provide effective and accurate resolutions.
Good technical skills and ability to work with multiple systems.
Ability to be available at 8:00am M-Sat.
Available to work until 5:00pm M-W, 7:00pm Th, 6:00pm Fri, and 1:00pm Sat on a rotational basis.
Education / Experience:
High school diploma or equivalent.
Two plus years of customer service experience, preferably within a financial institution.
Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
$24k-29k yearly est. 2d ago
Customer Service Representative (Remote)
Puffy
Remote client liaison job
Customer Support Associate
Compensation: Base Pay: $21.00 - $22.50 / hour
Total Compensation: Top performers exceed $31.50/hour + Uncapped bonuses
What this means: Uncapped earning potential with a proven 40%+ uplift for high performers.
Puffy is looking for an elite Customer Support Associate to join our fast-growing eCommerce/DTC brand. This role is for a strategic problem-solver who is skilled in empathetic communication and handling complex customer issues, ready to use AI as an unfair advantage to deliver legendary customer experiences.
Responsibilities:
Own the Customer Relationship: Respond to and own customer issues from first contact to final resolution, providing the foundation for Puffy's award-winning customer experience.
Become Our On-Site Brand Champion: Utilize autonomy and advanced tools to manage customer interactions, provide thoughtful solutions, and maintain Puffy's brand reputation.
Engineer a Seamless Customer Experience: Manage the flow of customer feedback, keeping meticulous records and providing key insights to the organization.
Utilize AI Co-pilot: Partner with our proprietary AI co-pilot to automate routine inquiries, allowing focus on strategic problem-solving and creating exceptional customer experiences.
Leverage Modern Support Stack: Architect a modern customer experience using tools like Zendesk, Gorgias, or Freshdesk across an e-commerce platform like Shopify.
Command High Volume Inquiries: Confidently manage a high volume of customer inquiries.
Ideal Profile:
1-2+ years of proven customer support expertise in fast-paced, high-stakes environments
Master of professional communication with ability to command high volume inquiries
Fast and accurate typist: 50+ WPM required
Proficient in modern support systems: Zendesk, Gorgias, or Freshdesk on Shopify
Excited by technology and sees AI as a partner that enhances skills
The Puffy DNA
We're restless, perpetually hungry, and fast-paced, driven by an unwavering belief that we can outperform any competitor - regardless of their size.
Be the Owner: We don't hire employees; we welcome owners. You're accountable for results, not activity.
Execute with Urgency: We thrive in high-stakes environments by making thoughtful decisions quickly and acting decisively.
Demand Excellence: We solve the hard problems that others can't, pushing the boundaries of our craft.
Go All-In: When the mission demands it, we rally as one team to cross the finish line.
✨ Your Total Compensation & Benefits
💰 Compensation:
Base: $21-$22.5/hour + unlimited and uncapped bonus earning potential
🏥 Health & Protection:
Comprehensive medical, dental, and vision insurance
🌴 Time Off:
Generous Paid Time Off (PTO) + US Public holidays
💼 Work Environment:
Access to AI-native tool stack
Learning & development opportunities
International team collaboration (14+ nationalities)
✅ Other Benefits:
401(k) with Company Match
Free Puffy mattress after 6 months
$1,000 Puffy/Halo Board store credit after 1 year
Ready to Shape Your Story?
Click "Apply" and take the first step.
$21-22.5 hourly 2d ago
Remote Customer Support Specialist
Talentoma
Remote client liaison job
Remote Customer Support Specialist (Work From Home) | $3,300-$3,900/month
We're hiring Remote Customer Support Specialists to join our growing team. This is a fully remote / work-from-home customer service role focused on handling inbound calls and helping customers with general questions, updates, or basic support needs.
You'll be the first point of contact for customers-so clear communication, patience, and a calm, professional tone matter. If you enjoy talking to people, following simple processes, and solving straightforward issues while working independently, you'll feel right at home here.
What You'll Do (Key Responsibilities)
Answer inbound customer support calls and provide accurate, helpful responses
Make occasional outbound calls (appointment reminders, follow-ups, or status updates)
Maintain a friendly, patient, and professional tone on every interaction
Document call notes and key details accurately using our digital tools and systems
Follow step-by-step call handling procedures to keep conversations efficient and consistent
Stay connected with your remote team through chats, updates, and scheduled check-ins
What We're Looking For (Qualifications)
Strong speaking skills, active listening, and clear communication
Comfortable using a computer and switching between basic tools (calls, notes, systems)
Reliable internet connection and a quiet, distraction-free home workspace
Team-minded attitude-willing to ask questions and support others
No experience required - paid training is provided
Customer service experience (call center, retail, hospitality) is a plus, not required
Pay & Benefits
Monthly pay: $3,300-$3,900 (based on experience)
100% remote - work from the comfort of home
Paid training starting day one
Flexible scheduling options (including weekends based on availability)
Supportive team culture with approachable managers
Growth and advancement opportunities within the company
If you're ready to start a remote customer support role with training, flexibility, and a supportive team, apply today. 📞💻
$3.3k-3.9k monthly 1d ago
Customer Service Specialist
Net2Source (N2S
Remote client liaison job
Title: Customer Service
Duration: 6+ months (Extension)
Shift: 8am - 5pm
Qualifications:
A combination of formal education such as bachelor's degree, associate's degree with certifications and/or at least 2-4 years of progressive customer service experience
Excellent communication skills
Excels at interpersonal and relationship management skills
Prior experience with the ability to successfully resolve conflict
Strong ability to multi-task
Some exposure to building products and/or retail industry preferred
Developed systems aptitude and Microsoft Office skills
SAP experience required
Order Management
Accept, enter, schedule and maintain orders within SAP
Sales Force
Order Entry Document Manager (OEDM)
Understands and executes all types of order processing (EDI/Business Connections)
Verify pricing
Respond to inquiries, e.g. inventory availability, production schedule, technical questions, products and policies
Ability to build efficient truckloads and schedules in coordination with the traffic department
Verify accurate information on ship schedule/OEDM
Is a high performer in the CAS Learning Path - achieving agreed upon metrics and demonstrating critical behaviours
Can function across all regions and in multiple business groups
Understands and correctly provides direction of the Service Advantage for our customer and Sales Team.
Communicates, when necessary, with internal departments regarding Credit and Pricing
Expedites hot or special orders as agreed upon with sales and supervisor
Conflict Management
Properly communicates, manages and resolves customer and sales issues in a professional and empathetic manner
Address and correct customer service issues, forward issues to appropriate department, continued follow-up through resolution to ensure overall customer satisfaction
Collaborate with cross-functional teams to expedite orders
Perform backorder coordination/shipping
Maintain customer records within all software databases
Communicate any schedule delays in customer orders in a timely manner
Manage the Return Material Authorization (RMA) process within agreed upon policy, ensuring customer satisfaction, while ensuring guidelines and goals are achieved.
Order Management & Customer Service Supply Chain Support
Cross train to gain understanding of the functions within Supply Chain to effectively support the overall Siding Products Group.
Provide coverage for time off, peak periods and perform at the Learning Path proficient level and as a high performer in all aspects of customer service and related cross trained function(s).
Maintain customer records within all software databases
Manage the Return Material Authorization (RMA) process within agreed upon policy, ensuring customer satisfaction, while ensuring guidelines and goals are achieved.
Is proficient in Salesforce or equivalent computer related skillset
Maintain customer records within all software databases
Responsibilities:
Under the supervision of the Service Center Supervisor located in Malvern, PA (this is not a remote position) or Manager the Customer Service Temp is accountable for establishing a strong customer relationship based on trust and responsiveness to deliver World Class Service to the incumbents' customer base.
The CST will accurately process customer orders in an efficient manner to ensure we exceed our customers' expectations.
Additionally, the CST will manage multi-part customer complaints/concerns and be empowered to resolve issues in a timely and professional manner.
The CST is fully proficient in all aspects of the Learning Path and is knowledgeable across all lines of business and regions.
The CST will adhere to policies and procedures currently in place and maintain the required level of service to our customers.
The CST works within the parameters as defined by customer service standards and the Service Advantage guidelines.
The incumbent must analyse and respond to fluctuating situations and conditions in such a manner that not only meets/exceeds the expectations of our customer but considers the overall impact to the business.
Proactively resolves customer problems/issues, exhibiting ownership for our customers.
Demonstrates relentless customer service
Flexibility in working hours 7:30am - 6pm with some overtime
Willingness and ability to work from home during inclement weather or emergency situations - requires home phone line & internet
$27k-36k yearly est. 3d ago
Customer Service Representative
Teksystems 4.4
Remote client liaison job
** This Customer Service Representative position is unique compared to traditional call center roles. It is highly relationshipdriven and does not rely on scripts. In this role, you will work closely with clients and may interact with the same partners multiple times per week. The ideal candidate delivers a premium, whiteglove service experience rooted in problem solving, ownership, and proactive communication.
Responsibilities
Customer Support & Relationship Management
Provide whiteglove customer service to Husqvarna dealers, distributors, national accounts, and internal partners.
Serve as a trusted point of contact for recurring dealer interactions, building strong ongoing relationships.
Respond to customer inquiries via phone, email, chat, and CRMgenerated cases.
Order & Product Support
Look up and research parts in the Husqvarna system to resolve customer questions.
Address pricing inquiries and provide accurate information to customers.
Respond to technical questions from internal and external stakeholders.
Case Management
Maintain active login status and process assigned cases across phone, chat, email, CRM, Web Warranty, and written correspondence within established departmental metrics.
Document case details, actions taken, and resolutions thoroughly in the CRM system.
Communicate escalations clearly and promptly to the Customer Care Leadership Team to ensure timely resolution.
Report discrepancies related to parts, pricing, Illustrated Parts Lists (IPLs), or manuals through established internal procedures.
*Job Type & Location*
This is a Contract position based out of Charlotte, NC.
*Pay and Benefits*The pay range for this position is $29.88 - $29.88/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 16, 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.
$29.9-29.9 hourly 6d ago
Customer Service Representative - Remote - 50k-60k/Year
Spade Recruiting USA
Remote client liaison job
We're looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day providing outstanding service and product knowledge.
Duties:
• Distributes all benefit enrollment materials and determines eligibility.
• Handle incoming customer service calls
• Dispatch incoming customer phone calls
• Accept customer calls and return customer
• Respond to client requests for coverages while representing their best interests.
• Create and explain individualized policies via our Needs Analysis system.
• Work and learn from management teams to stay up to date on new products, services, and policies.
Job Benefits:
• Full training provided
• 100% work from home.
• Competitive compensation.
• Paid weekly along with earned bonuses.
• Career advancement opportunities.
• Full benefits after 3 months.
• Values a healthy work-life balance
$32k-42k yearly est. 60d+ ago
Provider Relations Specialist
Innovative Systems Group 4.0
Remote client liaison job
Full onsite until trained (30-45 days minimum) with conversion to flex, 3 days onsite, 2 days remote after fully trained.
To work remote, candidates must have their own computer. Otherwise, will need to work fully onsite.
Verify accuracy of provider data information and submit request for updates. Review provider audit reports and perform remediation outreach. Requires frequent contact with our provider by phone and/or email. This is a full time position that requires employee to be in-office during training period (approx. 30-45 days). Once training is complete and proficiency is shown, manager has the discretion to convert position to a flex position which is a minimum 3 days in-office with up to 2 days work from home. Employee must have their own phone, computer equipment with high-speed internet. There are not provided by the company.
Job Requirements:
HS Diploma/GED
Verbal and written communication skills
Ability to quickly learn moderately complex computer systems that support the business area and processes
Comfortable making outbound calls and communications through email
Computer experience (1+ years)
Ability to use basic office equipment (including a copier, etc.), PC proficiency to include: Microsoft 365 Office Products (Excel, Word, Outlook)
Ability to accesses information from a computer and/or maintain a computer database
Detect and correct errors
Ability to follow detailed instructions
Professional demeanor, Confidentiality of information
Organizational skills
Preferred Job Requirements: Customer Service (2+years), Knowledge of health care policies, products and procedures, Knowledge of Salesforce System.
$45k-69k yearly est. 1d ago
Customer Service Enrollment Specialist - In Office
The Whittingham Agencies
Client liaison job in Dublin, OH
Crafting Brighter Futures for Businesses & Families across the US
At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client.
As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment.
Primary Responsibilities:
Engage with clients to understand their financial goals and concerns.
Present tailored solutions to safeguard their assets effectively.
Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
Foster relationships and ensure our clients always have someone they can turn to.
Why Work With Us?
Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible hours.
Unlimited Earning Potential: Your dedication determines your earnings*.
Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently!
Grow with Us: Dive into continuous learning and development opportunities.
Application Process:
Submit Your Application: No stringent qualifications needed. We believe in potential.
Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day.
Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions.
FAQs:
When will I hear back after applying? Typically, within 24 hours.
Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation.
What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization.
* This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance.
State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.
$65k yearly 10d ago
Customer Service Representative
Concero
Remote client liaison job
We are looking for a dedicated and empathetic Inbound/Outbound Call Center Representative to join our Patient Services team. In this role, you will be responsible for making inbound/outbound calls to an existing patient list to schedule doctor appointments. The ideal candidate will have excellent communication skills, a compassionate approach to patient interactions, and the ability to manage a high volume of calls efficiently.
Key Responsibilities:
Outbound Calling:
Make a minimum of 25 outbound calls per hour to existing patients to schedule doctor appointments.
Inbound:
Take high volume incoming calls from patients to assist in scheduling doctor appointments. Navigate through multiple applications to answer insurance and account questions.
Appointment Scheduling:
Accurately book and confirm appointments based on patient availability and doctor schedules with a goal of setting a minimum of 125 appointments per month.
Patient Interaction:
Engage with patients in a courteous and professional manner, addressing their questions or concerns and providing relevant information about their appointments.
Data Management:
Update patient information, appointment details, and call outcomes in the company's scheduling and CRM systems.
Documentation:
Maintain accurate records of patient interactions and appointment status, ensuring all information is entered correctly and promptly.
Compliance:
Adhere to privacy regulations and company policies regarding patient information and appointment scheduling.
Feedback and Improvement:
Report any issues or patient feedback to the Call Center Manager to help improve processes and patient satisfaction.
Performance:
Maintain and exceed company metrics for outbound and inbound calls and appointments set.
Qualifications:
Experience:
Previous experience in a call center or customer service role is preferred, particularly in a healthcare or insurance setting. Training will be provided.
Communication Skills:
Strong verbal communication skills with a focus on clear, compassionate, and effective patient interaction.
Organizational Skills:
Excellent organizational skills with the ability to manage multiple tasks and maintain a high level of productivity.
Technical Proficiency:
Familiarity with scheduling software and CRM systems is a plus; proficiency in data entry and technical aptitude use required.
Attention to Detail:
High attention to detail to ensure accuracy in scheduling and patient information.
Empathy:
Ability to approach each call with empathy and professionalism, particularly when dealing with sensitive patient information.
Working Conditions:
Schedule:
Full-time. Flexibility in scheduling may be required based on call volume and patient needs. Hours are Monday-Friday between the hours of 8:30-6:00. There are occasional Saturdays based on Company needs
Environment:
Remote work environment.
Noise Requirements:
Must be able to provide and maintain a quiet, distraction-free workspace with
zero background noise
to ensure clear, professional-quality inbound and outbound calls.
$26k-34k yearly est. 1d ago
Remote Customer Service Representative - Product Testing
Glocpa
Remote client liaison job
We're looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.
$28k-36k yearly est. 60d+ ago
Aging Services Specialist
Commonwealth of Pennsylvania 3.9
Remote client liaison job
Are you interested in a rewarding career opportunity where you will be an advocate for older Pennsylvanians? The Pennsylvania Department of Aging (PDA), Bureau of Protective Services is eager to welcome an Aging Services Specialist as a vital member to our dedicated staff of professionals. Your diligence in this role will ensure that quality protective services are consistently available to older adults across the commonwealth. Join us in our mission to promote independence, purpose, and well-being in the lives of older adults and apply today!
DESCRIPTION OF WORK
An Aging Services Specialist is a principal liaison between the Pennsylvania Department of Aging (PDA) and the Area Agencies on Aging (AAAs) regarding the administration and implementation of Pennsylvania's Older Adults Protective Services Act (OAPSA). This professional provides technical assistance and guidance to Area Agency on Aging (AAA) policies and procedures and resolves non-compliance issues identified during monitoring reviews. Collaboration with PDA's Bureau of Quality Assurance to deliver technical assistance and training ensures compliance and accurate data collection in PDA's protective services electronic database system.
Additional duties to include but not limited to:
Review and respond to protective services inquiries and complaints from a variety of sources
Develop, implement and review policy, procedure and/or regulations regarding protective services and/or guardianship program areas
Manage the training contract to ensure all deliverables are timely and effectively met
Search and apply for grants and other funding opportunities that involve protective services and associated grants and projects
Assist with grant and contract planning, oversight and management including preparing, submitting, managing deliverables to ensure all steps are completed timely and in accordance with budget and submission of required reports and deadlines
Interested in learning more? Additional details regarding this position can be found in the position description.
Work Schedule and Additional Information:
Full-time employment
Work hours are 8:00 AM to 4:30 PM, Monday - Friday, with 60-minute lunch.
Telework: You may have the opportunity to work from home (telework) part-time. You will be required to report to the headquarters office in Harrisburg when needed. In order to telework, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania. If you are unable to telework, you will have the option to report to the headquarters office in Harrisburg. The ability to telework is subject to change at any time. Additional details may be provided during the interview.
Salary: In some cases, the starting salary may be non-negotiable.
You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.
REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY
QUALIFICATIONS
Minimum Experience and Training Requirements:
Two years of professional experience in a human services program conducting human services related research or providing social services to clients, and a bachelor's degree; or
An equivalent combination of experience and training.
Other Requirements:
You must meet the PA residency requirement. For more information on ways to meet PA residency requirements, follow the link and click on Residency.
You must be able to perform essential job functions.
How to Apply:
Resumes, cover letters, and similar documents will not be reviewed, and the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education).
If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.
Your application must be submitted by the posting closing date
.
Late applications and other required materials will not be accepted.
Failure to comply with the above application requirements may eliminate you from consideration for this position.
Veterans:
Pennsylvania law (51 Pa. C.S. *7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to ************************************************ and click on Veterans.
Telecommunications Relay Service (TRS):
711 (hearing and speech disabilities or other individuals).
If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.
The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.
EXAMINATION INFORMATION
Completing the application, including all supplemental questions, serves as your exam for this position. No additional exam is required at a test center (also referred to as a written exam).
Your score is based on the detailed information you provide on your application and in response to the supplemental questions.
Your score is valid for this specific posting only.
You must provide complete and accurate information or:
your score may be lower than deserved.
you may be disqualified.
You may only apply/test once for this posting.
Your results will be provided via email.
$38k-46k yearly est. 2d ago
Licensed Customer Service Representative
Commonwealth Casualty Company
Remote client liaison job
The Customer Service Representative is responsible for delivering high-quality support to policyholders and prospective customers. This entry-level role ensures a positive customer experience by answering questions, resolving issues, processing policy updates, and providing accurate information in a timely and professional manner.
Duties and Responsibilities:
· Manage multiple tasks and priorities while efficiently navigating various systems to perform job functions.
· Demonstrate a strong understanding of company procedures, processes, tools, and systems.
· Take full ownership of customer accounts during the review and servicing process.
· Maintain accurate internal records by archiving all necessary documentation and evidence.
· Develop and maintain strong knowledge of company products, pricing, underwriting guidelines, and policy features.
· Receive, investigate, and respond to all customer inquiries, concerns, and complaints in a timely and professional manner.
· Request, track, and follow up on any missing or required information from customers.
· Provide accurate quotations, pricing details, and policy information to new and existing customers.
· Successfully complete the sales process in accordance with the company's regulatory requirements.
· Answer incoming calls promptly, professionally, and courteously while maintaining excellent customer service standards.
Job Requirements
· High school diploma or equivalent required.
· Active insurance license (Property & Casualty)
· Bilingual skills are a plus (Spanish/English preferred).
· Ability to learn and apply insurance guidelines, processes, and systems.
· Ability to thrive in a fast-paced, high-pressure environment while maintaining accuracy and professionalism.
· Proficient in Microsoft Office applications and comfortable handling phone communications with a professional disposition
· Time-management skills
· Customer-focused mindset with strong problem-solving skills
· Previous customer service experience preferred.
· Candidates are required to complete a basic computer proficiency and customer service skills test and achieve an acceptable passing score.
Work Environment & Schedule
· Standard schedule: Monday-Friday; Currently hiring for shifts between 5:00 AM and 6:00 PM MST and the schedule will vary depending on call center needs at the time of hiring.
· In-office position and require on-site attendance for all scheduled shifts for Arizona.
· Remote position available for out-of-state applicants only, and this position requires
the schedule to accommodate Arizona time.
$28k-37k yearly est. 2d ago
Member Enrollment Representative
Christian Healthcare Ministries 4.1
Client liaison job in Circleville, OH
At Christian Healthcare Ministries (CHM), we exist to glorify God, show Christian love, and serve members of the Body of Christ by sharing each other's medical bills.
The Member Enrollment Representative (MER) plays a vital role in this mission by increasing membership through various communication channels while delivering exceptional member experience. The MER is responsible for converting sales leads into new memberships, guiding prospective members through the enrollment process, and ensuring that every interaction reflects CHM's core values and commitment to service excellence.
WHAT WE OFFER
Compensation based on experience.
Faith and purpose-based career opportunity!
Fully paid health benefits
Retirement and Life Insurance
12 paid holidays PLUS birthday
Professional Development
Paid Training
ESSENTIAL JOB FUNCTIONS
Meet sales targets, goals, and performance expectations.
Engage in inbound and outbound phone sales (no cold calling) to assist and guide prospective members through the enrollment process.
Establish referrals, build relationships, and develop contacts with potential prospects.
Respond promptly and professionally to prospective member calls and inquiries.
Ensure delivery of high-quality, Christ-centered service.
Address member questions, concerns, and provide thoughtful recommendations.
Assist in retaining memberships when appropriate.
Respond to emails, calls, and voicemail promptly.
Clearly explain CHM guidelines, programs, and options to members.
Offer suggestions for improvement to the Member Enrollment Supervisor and Team Leader.
Maintain professionalism, empathy, and a positive attitude.
Demonstrate strong communication skills in both phone and written correspondence.
Uphold CHM's Core Values and Mission Statement in all interactions.
Collaborate with other departments, including Member Services, Marketing, and Communications, to ensure seamless member experience.
Gain a deep understanding of the Member Enrollment Team's structure and objectives.
Input, track, and manage prospects using HubSpot and internal CHM systems.
Develop ongoing relationships with prospects through consistent and intentional follow-up.
OTHER FUNCTIONS
Demonstrate Christian values and adhere to ethical and legal business practices.
Support CHM initiatives and departmental goals as assigned.
EDUCATION, EXPERIENCE & SKILLS REQUIRED
Prior experience in online or phone-based sales (preferred).
College education or equivalent work experience (preferred).
Strong verbal and written communication skills, including professional phone and email etiquette.
Proficiency in CHM guidelines, programs, and policies (training provided).
Competence with Microsoft Office Suite and CRM tools such as HubSpot.
Excellent organizational and time management skills with the ability to handle multiple priorities.
Self-motivated, collaborative, and committed to teamwork.
Strong problem-solving and conflict resolution skills.
Willingness to ask questions, seek guidance, and support team initiatives.
TRAINING & DEVELOPMENT
New representatives will complete a structured training program designed to build a strong understanding of CHM's membership process, communication tools, and ministry values. Ongoing professional development and mentorship opportunities are also provided.
WORKING CONDITIONS
Must adhere to organizational policies and procedures as outlined in the employee handbook.
Occasional travel may be required for ministry or business purposes.
Flexibility to work hours between 8:00 a.m. and 6:00 p.m., based on department needs.
Requires extended periods of sitting, working on a computer, and communicating by phone or email.
Strong reasoning and problem-solving abilities to overcome objections and assist prospective members effectively.
About Christian Healthcare Ministries
Founded in 1981, Christian Healthcare Ministries (CHM) is a health care sharing ministry for Christians. CHM is a nonprofit, voluntary cost-sharing ministry through which participating Christians meet each other's medical bills. The mission of CHM is to glorify God, show Christian love, and experience God's presence as Christians share each other's medical bills.
$27k-30k yearly est. 3d ago
Customer Service Representative
Thermoid
Client liaison job in Bellefontaine, OH
The Customer Service Representative supports Thermoid's customers by providing accurate product and service information, processing orders, resolving delivery and service issues, and coordinating closely with internal teams. This role requires strong verbal communication skills, confident phone interaction, and excellent time management to ensure daily tasks are completed accurately and on schedule. The ideal candidate is proactive, motivated, and eager to take on additional responsibilities to support team success.
Principal Duties and Responsibilities:
Customer Support & Order Processing
• Answer customer questions by phone and email, requiring clear, confident verbal communication and a professional demeanor.
• Process customer orders and respond promptly to sales and service inquiries.
• Provide accurate quotes and lead times for new and existing products.
• Maintain customer records with up-to-date account information.
• Assist in resolving customer credit issues and documentation needs.
Customer Outreach Responsibilities
• Conduct proactive outreach, with an emphasis on phone-based communication, to follow up on open orders, quotes, delivery timing, backorders, and general service needs. This outreach is essential to driving excellence in customer service, strengthening customer relationships, and ensuring customers receive clear, timely, and accurate communication throughout the order lifecycle.
• Document all outreach interactions accurately in D365 per established company standards.
• Support Thermoid's Customer Outreach Program by completing required weekly outreach activities.
Issue Identification & Resolution
• Clarify customer complaints or delivery issues, determine root cause, and recommend the best solution.
• Coordinate internally to expedite corrections, adjustments, or order updates, ensuring timely follow-up.
• Initiate paperwork including credits, complaints, RMAs, and internal requests on behalf of customers.
Administrative Responsibilities
• Perform clerical tasks such as filing, data entry, correspondence, and document preparation for the sales and service departments.
• Ensure accurate and consistent communication across Manufacturing Operations, Scheduling/Planning, Quality, Engineering, Finance, Sales, and Marketing.
Performance & Team Responsibilities
• Demonstrate strong time management and ensure daily tasks are completed consistently and accurately.
• Work with a high degree of motivation and ownership; proactively seek opportunities to take on additional responsibilities that support the team.
• Participate in improving workflow, customer experience, and cross-departmental communication as business needs evolve.
Experience and Education:
• Associate's Degree preferred; equivalent experience considered.
• Minimum of two years of customer service experience preferred, ideally in a manufacturing or industrial setting.
• Friendly, helpful, customer-focused approach with strong problem-solving skills.
• Proven attention to detail, accuracy, and consistency in following procedures.
• Strong time-management, task prioritization, and organizational abilities.
Technical Skills:
• Proficiency with Microsoft Office, especially Outlook and Excel.
• Strong verbal and written communication skills; high comfort level handling phone-based customer interaction.
• Ability to perform basic math and geometry calculations.
• Experience with ERP or order-entry systems; ability to learn new systems quickly (D365 preferred but not required).
• Solid administrative and documentation skills.
Organizational Relationships:
• Reports to: Customer Service Manager
• Internal communication with: Manufacturing Operations, Quality, Planning/Scheduling, Engineering, Finance, Sales, and Marketing.
• External communication with: Customers and distributors to maintain strong partnerships and support coordination.
HBD Industries is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
HBD NOTICE OF COLLECTION - CALIFORNIA - December 2022
Please click on this link to view the notice.