Client Service Associate remote jobs - 3,104 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

We're looking for candidates with great customer service skills to fill our Remote Customer Service role! This role is entirely remote and offers full-time/Part time hours with flexibility . We are ready to schedule interviews for this week. We're seeking someone who is great with people, building relationships, and putting customers first. Our ideal candidate is eager to grow, ready to learn, and loves a fast-paced atmosphere. Language Requirement: Proficient level English Preferred experience/skills: Previous experience in customer service or sales is a plus. Great communication skills Ability to listen to and understand customer needs. Good problem-solving skills Comfortable working remotely and independently Willingness to learn and develop new skills. Ability to adapt to change in a dynamic environment. If this sounds like you, we'd love to chat! What You Can Expect: Flexible schedule 100% Remote position (Work from home) Hands on training Life insurance Health insurance reimbursement Industry-leading resources and technology We hope to see your application soon!

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

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.

WHY TENANT At Tenant, Inc., we're modernizing the self-storage industry through intuitive technology and customer-first solutions. You'll work alongside thoughtful, driven teammates who value ownership, collaboration, and growth. This role offers hands-on exposure to customer success in a fast-growing SaaS environment and the opportunity to build a strong foundation for a long-term career in Customer Success. JOB SUMMARY The Customer Success Manager plays a key role in supporting customer adoption, satisfaction, and retention. This position partners closely with senior Customer Success, Sales, Product, and Support teams to ensure customers receive timely guidance, proactive support, and consistent value from the Tenant platform. This role is ideal for someone who is customer-centric, organized, eager to learn, and excited to grow within a SaaS customer success organization. You will support a mix of small to mid-market and select high-touch customers while developing the skills needed to manage more complex accounts over time. KEY RESPONSIBILITIES Customer Ownership & Retention Support Manage revenue retention, engagement plans and flag at-risk in assigned customer base. Support a portfolio of customers by serving as a day-to-day success contact. Monitor customer engagement, usage, and health indicators to identify potential risks or opportunities. Participate in customer check-ins, QBR preparation, and follow-ups under the guidance of senior team members. Support renewal and expansion efforts by reinforcing product value and customer outcomes. Customer Success Execution Assist with onboarding activities to help customers successfully launch and adopt the Tenant platform. Guide customers through product features, workflows, and best practices. Help maintain and update customer success playbooks, templates, and enablement materials. Develop deep familiarity with Tenant's products and act as a trusted product resource for customers. Cross-Functional Collaboration Partner with Sales, Support, Product, and Engineering teams to address customer needs and feedback. Escalate customer issues appropriately and help track resolutions. Assist with customer communications related to product updates or service notifications when needed. Maintain accurate customer records, tasks, and workflows in Monday.com and other tools. Operational Excellence & Learning Track customer health, adoption metrics, and engagement trends. Learn how to interpret customer data and translate insights into action. Support continuous improvement of Customer Success processes and documentation. Assist with support overflow or customer inquiries during peak periods. TEAM & CULTURE Build strong working relationships across a collaborative, mostly remote team. Demonstrate a customer-first mindset, accountability, and eagerness to learn. Participate in team meetings, training sessions, and professional development opportunities. Contribute positively to a culture of growth, feedback, and shared success. QUALIFICATIONS & EXPERIENCE 1-3 years of experience in a customer-facing role (Customer Success, Support, Account Management, Sales, or similar), preferably in a SaaS environment. Strong interest in Customer Success, customer experience, and technology. Excellent communication skills-written, verbal, and interpersonal. Highly organized with the ability to manage multiple tasks and priorities. Comfortable working with data and learning how to use metrics to guide decisions. Experience with tools like Zendesk, Monday.com, CRM systems, or similar platforms is a plus. Curious, proactive, and motivated to grow into a more senior Customer Success role over time. Tenant, Inc. is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic under applicable law. #CSMJobs, #StartupCareers, #Mondaydotcom, #Zendesk#NowHiring #CustomerSuccess #CustomerSuccessManager #SaaSJobs #CustomerExperience #CustomerRetention #TechCareers #B2BSoftware #PropTech #SelfStorage #GrowthCareer #EarlyCareerJobs #RemoteJobs #CustomerFirst

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

Service Scheduling Administrator (SSA) Part-Time | Fully Remote After Training Training Location: Charlotte North Ops Center 115 Rhyne Road, Charlotte, NC Training is conducted onsite, five days a week. Work Schedule & Mobility: Onsite for training; fully remote after training Part-time role (minimum 22 hours/week) Hours may increase to 36+ per week if the contingent worker is available Required availability: Weekends: 7:00 AM - 6:00 PM Holidays: 7:00 AM - 4:00 PM Position Purpose: The Service Scheduling Administrator (SSA) is responsible for assigning, routing, and adjusting workloads for field service personnel to support daily operations, customer service commitments, and emergency response. This role serves as a critical point of contact for technicians, first responders, and emergency customers, ensuring timely, accurate, and professional resolution of service needs. The SSA supports after-hours operations and contributes to maintaining 24/7/365 emergency coverage across the service area. Nature & Scope The SSA supports the Planning & Progression Department, a centrally-led and regionally-executed team responsible for receiving, routing, and assigning all service orders for the Natural Gas Business Unit. This role requires: Independent judgment and analytical skills to optimize workloads in a dynamic operational environment The ability to assess service calls and emergencies and apply appropriate human relations skills Coordination of service and emergency response across a three-state service area operating 24/7/365 Operational Impact: Supports approximately 350 Service Technicians Helps manage an average of 56,000 emergency calls annually Key Responsibilities: Assign, route, and adjust daily workloads for field service personnel Answer inbound calls from technicians, first responders, and emergency customers Handle complex calls requiring research, follow-up, and sound judgment Monitor service workflows and adjust schedules as operational conditions change Ensure timely, accurate resolution of customer inquiries and emergencies Support after-hours technician operations and emergency response coverage Required Skills & Qualifications: Strong analytical, problem-solving, and decision-making skills Ability to multitask and prioritize in a fast-paced, high-volume environment Excellent communication and customer service skills Ability to remain calm and professional during emergency situations Education Requirement: High School Diploma or GED required

OVERVIEW: Our client, a US Fortune 1,000 company and a major process services provider to Government Health and Human services agencies in the US, seeks an accomplished “Bilingual Customer Service Rep (Local-REMOTE)” Bilingual Customer Service Rep (Local-REMOTE) Location: Rancho Cordova, CA ( Full address : 3130 Kilgore Road, Rancho Cordova, CA 95670) Duration: 3-4 months+ Contract with high possibility of extension!!! Pay rate: $20.25/hr on W2 Note: Initial Training will be ONSITE, after training, the candidate is allowed to work remotely. Work from home will be allowed. Work schedule is 9-6pm PST. Bilingual fluency in English and one of these commonly spoken languages: Spanish, Japanese, Thai, Laotian, Mandarin, Cantonese, Cambodian, Korean, Russian, Vietnamese, Tagalog, and Armenian. Equipment will be provided by the client, however the candidate needs to have High speed wired internet connection to work REMOTELY. JOB DESCRIPTION: One year of experience in the field or related area. High School diploma, GED, or equivalent certification. Computer literacy with the ability to quickly learn new software programs. Demonstrated ability to follow procedures and meet quality and production standards set for the position or equivalent. excellent organizational, interpersonal, written, and verbal communication skills; ability to perform comfortably in a fast-paced, deadline-oriented work environment. Ability to successfully execute many complex tasks simultaneously. Ability to work as a team member, as well as independently; and computer literacy with the ability to quickly learn new software programs. Preferred qualifications include experience in a health or human services field dealing with the public in a call center environment. JOB RESPONSIBILITIES: Responds to inbound 800-line calls and completes outbound support calls, provides responses to questions, and in specific instances, refers callers to the appropriate supervisor, county or state agency representatives for service and/or when problems or concerns occur. Assists beneficiaries by completing enrollment transaction request transactions, as applicable. Maintains updated knowledge of the Client program, including its policies and procedures as referenced in the employee manual and other policies adopted by corporate, the project and/or client and as referenced in desk procedures for the position. Maintains knowledge of contract compliance provisions of the project and meets those provisions that are applicable to this job position. Follows policies and procedures applicable to the position. Recruiter Contact Info Gurjant Singh Phone: ************ Email: ********************************** ************************ I'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you. Company Overview: Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with a service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward. Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Applicants with criminal histories are considered in a manner that is consistent with local, state and federal laws.

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. 📞💻

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.

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.

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.

Omada Health is on a mission to inspire and enable people everywhere to live free of chronic disease. The Client Services team, within the Customer Experience Organization, collaborates closely with Customer Success Managers (CSMs), Sales, Marketing Operations, Client Analytics, and Engineering teams to deliver exceptional post-sales onboarding experience and proactive customer service for our B2B customers. Tasked with configuring and troubleshooting Omada systems, they coordinate with internal and external partners to provide prompt and accurate responses to client inquiries. The ideal candidate thrives as an individual contributor within a collaborative setting, excelling as a critical thinker who considers solutions rather than limitations, and embraces a proactive stance towards problem-solving. Responsibilities Configure Omada systems and proactively monitor internal readiness to ensure seamless support for customer onboarding and offboarding deadlines Manage the comprehensive life cycle of reporting requests, providing timely updates to Customer Success Managers (CSMs), customers, and relevant third-party vendors Utilize existing data to generate insightful reporting for CSMs and serve as the primary point of contact for additional reporting requests, facilitating collaboration with internal teams Oversee the creation and management of reporting portal access for customers, ensuring secure and user-friendly access to vital data Investigate, triage, and efficiently resolve cases from both external customers and internal stakeholders, serving as a key escalation point for all customer-related issues Resolve complex client problems or disputes in a professional manner, with a focus on customer satisfaction and retention Identify and resolve documentation and workflow gaps and inefficiencies across internal teams, fostering streamlined operations and enhanced productivity Develop and oversee the implementation of Client Services protocols to enhance service delivery and optimize the customer experience Maintain accurate records of customer interactions for training purposes, ensuring knowledge transfer and continuous improvement within the team Track operational metrics at both individual and team levels to assess KPI achievement and initiate corrective measures to enhance performance where needed Support in the preparation and delivery of Quarterly Team Updates for CX Leadership, providing insights into operational performance and key achievements Manage special projects to enhance Client Services protocols and elevating the overall customer experience Competencies Possess strong analytical thinking skills and the ability to make sound judgment calls Demonstrate proactive initiative and self-direction in navigating ambiguous or challenging scenarios, ensuring progress even in the face of uncertainty Communicate effectively by emphasizing the "why" behind decisions, fostering understanding and alignment across teams rather than simply providing "yes" or "no" responses Navigate existing processes adeptly while proactively identifying opportunities for process improvement or innovation to enhance efficiency and effectiveness Exhibit meticulous attention to detail and adaptability in fast-paced, dynamic environments, maintaining precision amidst evolving circumstances Embrace a balanced approach to work, seamlessly transitioning between individual tasks and collaborative endeavors to meet team objectives Possess exceptional communication skills with the ability to identify client needs, anticipating and addressing concerns to deliver outstanding service Exhibit strong problem-solving skills and a track record of making well-informed decisions, even in high-pressure situations Have superior organizational and time management skills, efficiently prioritizing tasks and deadlines to optimize productivity and deliver results Have knowledge of customer service programs and databases, or the ability to learn new software quickly Demonstrate innovative and creative thinking to continuously improve the client experience, ensuring the organization remains at the forefront of industry standards and practices Qualifications Bachelor's degree with 1+ year of equivalent practical experience in a support of operations-related role preferred 4+ years of demonstrated proficiency or equivalent practical experience in a support or operations-related role Proficient in Excel operations, encompassing data sorting, filtering, reformatting, and validation techniques, demonstrating a keen eye for detail and accuracy Familiarity with a diverse range of applications and tools, such as Zendesk (or similar CRM platforms), Salesforce, and Google Suite, showcasing adaptability and technological fluency Proven experience in customer implementation and/or project management within a B2B environment, highlighting the ability to drive successful outcomes and customer satisfaction Prior exposure to the demands of a rapidly evolving organization, adept at navigating the complexities and seizing opportunities for growth and innovation Background in healthcare industry operations, coupled with experience in safeguarding Protected Health Information (PHI), ensuring compliance and confidentiality in all interactions Benefits Competitive salary with generous annual cash bonus Remote first work from home culture Flexible Time Off to help you rest, recharge, and connect with loved ones Generous parental leave Health, dental, and vision insurance (and above market employer contributions) 401k retirement savings plan Lifestyle Spending Account (LSA) Mental Health Support Solutions ...and more! It takes a village to change health care. As we build together toward our mission, we strive to embody the following values in our day-to-day work. We hope these hold meaning for you as well as you consider Omada! Cultivate Trust. We listen closely and we operate with kindness. We provide respectful and candid feedback to each other. Seek Context. We ask to understand and we build connections. We do our research up front to move faster down the road. Act Boldly. We innovate daily to solve problems, improve processes, and find new opportunities for our members and customers. Deliver Results. We reward impact above output. We set a high bar, we're not afraid to fail, and we take pride in our work. Succeed Together. We prioritize Omada's progress above team or individual. We have fun as we get stuff done, and we celebrate together. Remember Why We're Here. We push through the challenges of changing health care because we know the destination is worth it. About Omada Health: Omada Health is a between-visit healthcare provider that addresses lifestyle and behavior change elements for individuals managing chronic conditions. Omada's multi-condition platform treats diabetes, hypertension, prediabetes, musculoskeletal, and GLP-1 management. With insights from connected devices and AI-supported tools, Omada care teams deliver care that is rooted in evidence and unique to every member, unlocking results at scale. With more than a decade of experience and data, and 29 peer-reviewed publications showcasing clinical and economic proof points, Omada's approach is designed to improve health outcomes and contain costs. Our customers include health plans, pharmacy benefit managers, health systems, and employers ranging from small businesses to Fortune 500s. At Omada, we aim to inspire and empower people to make lasting health changes on their own terms. For more information, visit: Omada is thrilled to share that we've been certified as a Great Place to Work! Please click here for more information. We carefully hire the best talent we can find, which means actively seeking diversity of beliefs, backgrounds, education, and ways of thinking. We strive to build an inclusive culture where differences are celebrated and leveraged to inform better design and business decisions. Omada is proud to be an equal opportunity workplace and affirmative action employer. We are committed to equal opportunity regardless of race, color, religion, sex, gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, military or veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by local, state, or federal laws. Below is a summary of salary ranges for this role in the following geographies: California, New York State and Washington State Base Compensation Ranges: $72,036 - $90,000*, Colorado Base Compensation Ranges: $68,904 - $86,100*. Other states may vary. This role is also eligible for participation in annual cash bonus and equity grants. *The actual offer, including the compensation package, is determined based on multiple factors, such as the candidate's skills and experience, and other business considerations. Pleaseclick here for more information on our Candidate Privacy Notice.

*Now Hiring: Remote Customer/Order Support Representatives!* *Western NY Candidates Only - Rochester, Buffalo, or Syracuse* *Are you detailoriented, customerfocused, and looking for a remote role with a supportive team? Join us as a Sales Support Representative* and help drive an exceptional customer experience through accurate billing, contract management, and proactive account support *What You'll Do* In this role, you'll be an essential part of our Account Management team-providing backend administrative support and ensuring our customers receive smooth, reliable service. Your daily responsibilities will include: * Processing maintenance agreement orders with speed and accuracy * Managing warranty registrations * Billing time & material service calls * Communicating with customers via email and outbound calls regarding lapsed contracts (no cold calling!) * Supporting customer retention and account management efforts * Providing quotes when needed (but not responsible for new sales) * Handling administrative tasks that keep our operations running smoothly This is a great fit for someone who loves a mix of *customer interaction and behindthe-scenes organization*. *What You Bring* * A degree is *preferred*, but not required * Comfort with Microsoft Office; Salesforce experience is a plus * Strong attention to detail and solid communication skills * A proactive mindset and willingness to learn *Why You'll Love Working Here* * 100% *remote* within Western NY * Supportive team environment * Opportunities to grow your skills in account management, billing, and customer success If you want a role where your work truly supports customer satisfaction and team success, we'd love to meet you! *Job Type & Location*This is a Contract position based out of Rochester, NY. *Pay and Benefits*The pay range for this position is $18.00 - $20.00/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 26, 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.

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.

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

The Ideal Candidate As a Bilingual Customer Service Representative, you will be responsible for answering inbound interactions from our Journeys customers related to placing, tracking, updating, and canceling orders. As well as providing website and product knowledge and information and assisting with requests related to customer store experiences. Position Benefits 40% off employee discount at all Genesco retail locations and online. Advancement opportunities within the first 6 months of employment. Weekly pay Dental, Life, Medical, and Vision coverage and insurance. 401K Contribution program. Journeys and Genesco Scholarship programs. Tuition and Student Loan Repayment assistance. Employee Assistance - Mental Health, Financial Planning, and Legal Advice. How You Will Make an Impact Handling incoming interactions from customers concerning orders, promptly providing complete and accurate information, and updating customer account details as necessary. Efficiently using various computer software and applications to accomplish tasks such as navigating customer accounts, writing case notes, assisting in the ordering process, and inputting payment information. Personalizing all interactions while acting as an ambassador of the Journeys brand to maintain customer loyalty and retention. Meeting and maintaining the standard of expectations with attendance and all Key Performance Indicators (KPIs). Ensuring and maintaining the safety, security, and privacy of all customer information. Completing additional tasks as required to support business needs. Experience and Skills You'll Need to Have High school diploma or GED. 1-2 years of customer service or retail experience preferred. Strong verbal, written, and interpersonal communication skills. Ability to thrive in a fast-paced, dynamic environment while meeting performance expectations. Proficiency in learning and using new software applications. Excellent problem-solving and conflict resolution skills. Strong attention to detail and ability to multitask effectively. Reliable attendance and willingness to work a flexible schedule, including performance-based schedule bidding. Fluent in English and Spanish with strong typing skills (must meet minimum words-per-minute requirement). Work From Home Requirements Workspace: A dedicated, secure, quiet, and distraction-free environment that supports productivity and confidentiality. Computer: A desktop or laptop with an SSD, Intel i5/i7 or AMD Ryzen 5/7 processor (4+ cores), and the latest operating system. Tablets, Chromebooks, and MacBook Airs are not permitted. RAM: Minimum of 16 GB. Monitors: Two functional monitors (e.g., a laptop with an external monitor or a dual-monitor desktop setup). Headset: USB or USB-C preferred; Bluetooth is acceptable if fully charged during working hours. Web Camera: Integrated or external webcam. Mouse: External mouse required. Cell Phone: Must have Wi-Fi capability and a charger. Internet: Wired Ethernet connection only. Public Wi-Fi is not allowed. Minimum speed: 50 Mbps download / 5 Mbps upload. Recommended speed: 100+ Mbps download / 10+ Mbps upload. Test your speed at ****************** You must pass the official system test at ************************** using Google Chrome. Power: Devices must remain charged at all times to avoid work disruptions. Verification: All equipment and internet access are your responsibility and will be verified during onboarding. Apply

We're looking for an Enterprise Solution Specialist, Project Execution to help expand our Enterprise customers' Procore platform to include our entire Project Execution Package and supporting products, and to ensure they drive the maximum value from them. In this role, you'll be the product champion for all of Procore's Project Execution products (Project Management, Quality & Safety, Bid Management, BIM, Prequalification, and Analytics) and serve as a subject matter expert. You will succeed in this role when the customer purchases and realizes business performance gains from their investment. You will literally be helping improve the lives of our construction customers by connecting them on a global platform. As a successful Solution Specialist, you'll help organizations understand best practices around Project Execution solutions and the many business benefits they can provide. You'll work in a highly collaborative, creative, and driven environment that values openness, optimism, and ownership. In this role, you'll leverage your consultative-mindset and knowledge of the construction industry and Procore's software platform to provide clients with important recommendations on how Preconstruction products will benefit their business performance. You'll partner closely cross-functionally with Sales, Customer Engineering, PS, Support, Product, and Marketing. Successful candidates are passionate about construction and technology. This position can be based at our headquarters in Carpinteria, CA, or Austin, TX office, but can also be remote. We're looking for candidates to join us immediately. What you'll do: Function as the Project Execution Subject Matter Expert for the account management teams you align with. Work with the Account team to identify PE cross-sell opportunities within our existing enterprise customer base. Partner with primary Account Manager and CSE on account strategy and product enablement to effectively position and sell our PE product suite, ultimately driving customer attaches to achieve product-specific ARR targets. Provide periodic updates to our customers on product capabilities, benefits/use cases, and how that translates into customer value. Master the product roadmap of our PE product suite and act as an expert in the evolving state of our platform Provide visibility into PE performance, forecasts, and attach rates to help sales leadership build a plan for their ARR targets. Pursue and increase knowledge of key competitors to ensure our value proposition is effectively communicated to customers. Act as an owner of your book of business, driving revenue growth and customer expansion What we're looking for: BA/BS or equivalent experience preferred 8+ years of demonstrated successful software sales, preferably B2B Background in the construction industry (can be through selling into it), and understanding of construction jobsite activities and process Experience using a consultative, solution-based sales methodology desired. Selling based on the outcomes of a platform is preferable to transactional based sales Proven record of success in an inside sales and or outside sales-based selling model and capacity to work in a fast-paced sales environment Proven ability to communicate effectively via telephone and email with customers and ability to develop trusted relationships Ability to work cross functionally and sell as a team Proficiency with Microsoft Office products and online collaboration tools, as well as Experience with CRM and opportunity management systems, preferably Salesforce.com Proven ability to develop and manage pipeline and forecasting Additional Information Base Pay Range: 131,040.00 - 180,180.00 USD Annual On Target Earning Range: 218,400.00 - 300,300.00 USD Annual This role may also eligible for Equity Compensation. Procore is committed to offering competitive, fair, and commensurate compensation, and has provided an estimated pay range for this role. Actual compensation will be based on a candidate's job-related skills, experience, education or training, and location. For Los Angeles County (unincorporated) Candidates: Procore will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act. A criminal history may have a direct, adverse, and negative relationship on the following job duties, potentially resulting in the withdrawal of the conditional offer of employment: 1. appropriately managing, accessing, and handling confidential information including proprietary and trade secret information, as well as accessing Procore's information technology systems and platforms; 2. interacting with and occasionally having unsupervised contact with internal/external customers, stakeholders, and/or colleagues; and 3. exercising sound judgment.

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