Client services administrator work from home jobs - 639 jobs

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

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

Join one of the nation's leading and most impactful health care performance improvement companies. Over the years, Health Catalyst has achieved and documented clinical, operational, and financial improvements for many of the nation's leading healthcare organizations. We are also increasingly serving international markets. Our mission is to be the catalyst for massive, measurable, data-informed healthcare improvement through: Data: integrate data in a flexible, open & scalable platform to power healthcare's digital transformation Analytics: deliver analytic applications & services that generate insight on how to measurably improve Expertise: provide clinical, financial & operational experts who enable & accelerate improvement Engagement: attract, develop and retain world-class team members by being a best place to work Role: Client Advocate SpecialistProduct Team: CRStarLocation: US RemoteTravel: Provide first line of support for client questions and issues. Assist in issues pertaining to the use of the software. Engage with clients to better understand changing needs and priorities, in turn to help prioritize new features and services. Develop and maintain client relationships; proactively engage with clients in designated territory to understand their utilization, changing needs, broader circumstance around registry engagement with the cancer center administration with the goal of engaging with Registry Team leaders, Cancer Center leaders or Oncology Service Line leaders. Coordinate implementation efforts with new clients to include building the plan, training and set up Engage with regional state associations with the objective of establishing leadership credentials. Attend regional state and national conferences as needed. Maintain knowledge of state and national standards Assist and coordinate with the Manager of Education to provide ongoing education and training for existing clients. Assist the Director, Growth with new prospects in the designated region, which may include software demonstrations on line or on site Periodically, support continuing Product Management and enhancement efforts Periodically, support Software quality and testing efforts as needed. Become the Subject Matter Expert in one key area that will support the company's objectives. What you bring to this role: Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers Excellent computer proficiency (MS Office - Word, Excel and PowerPoint) Good presentation skills At least 3 years Cancer Registry experience, preferably with CRStar. Active Certified ODS-C, certification required Information Security and Compliance Responsibilities: Maintain compliance with training directives required by the organization pertaining to Information Security, Acceptable Use Policy and HIPAA Privacy and Security. Adhere to and comply with the organizations Acceptable Use Policy. Safeguard information system assets by identifying and reporting potential and actual security events to the organizations Security and Compliance Officers. The above statements describe the general nature and level of work being performed in this job function. They are not intended to be an exhaustive list of all duties, and indeed additional responsibilities may be assigned by Health Catalyst. Studies show that candidates from underrepresented groups are less likely to apply for roles if they don't have 100% of the qualifications shown in the job posting. While each of our roles have core requirements, please thoughtfully consider your skills and experience and decide if you are interested in the position. If you feel you may be a good fit for the role, even if you don't meet all of the qualifications, we hope you will apply. If you feel you are lacking the core requirements for this position, we encourage you to continue exploring our careers page for other roles for which you may be a better fit. At Health Catalyst, we appreciate the opportunity to benefit from the diverse backgrounds and experiences of others. Because of our deep commitment to respect every individual, Health Catalyst is an equal opportunity employer.

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

This is a full-time remote position for a Remote Client Booking Specialist. In this role, you will assist clients with planning and booking their trips, managing itineraries, and providing destination information and support. Daily responsibilities include responding to client inquiries, offering travel guidance, and resolving booking-related issues. Staying informed on travel trends and best practices is essential to delivering exceptional service. Key Responsibilities Consult with Clients: Understand client preferences, needs, and budgets to provide customized travel recommendations. Plan & Book Travel: Arrange flights, accommodations, transportation, excursions, and other travel services with accuracy and attention to detail. Provide Expert Recommendations: Stay current on travel trends and destinations to deliver knowledgeable guidance on packages, activities, and experiences. Customer Support: Deliver outstanding service before, during, and after trips, resolving questions or concerns promptly. Build Relationships: Foster long-term client connections through dependable support and exceptional follow-through. Stay Organized: Manage multiple bookings at once, ensuring all travel details and communications are accurately maintained in the CRM. Handle Changes & Cancellations: Coordinate itinerary updates, including rebookings, cancellations, and adjustments when needed. Qualifications Experience in customer service and handling client inquiries Strong travel planning and itinerary management skills Knowledge of destinations and travel trends Problem-solving ability for troubleshooting booking issues Excellent written and verbal communication Ability to work independently in a remote environment Familiarity with booking systems or travel software is a plus Preferred Skills Previous experience in customer support or client-facing roles Understanding of travel insurance and related services Knowledge of international travel requirements (visas, passports, vaccinations) Training and certification will be provided Why Join Us? Work from Anywhere: Fully remote role no commute required Flexible Schedule: Create a work routine that suits your lifestyle Supportive Team: Collaborate with a friendly and encouraging group Professional Development: Access training and growth opportunities How to Apply Submit your resume showcasing your travel background and/or customer service experience. We look forward to hearing how you can help our clients explore the world

About Virtualite Virtualite Business Process Outsourcing Services helps entrepreneurs and organizations streamline operations through virtual support and digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You'll work with leads and qualified prospect, finalize service selections, and transition new clients into active accounts. In This Role: • Engage qualified prospects and leads to finalize service decisions • Present Virtualite's solutions and close new client agreements • Guide new clients through the onboarding and activation process • Address objections and ensure a smooth handoff from sales to operations • Maintain accurate records of opportunities, conversions, and onboarding status in CRM tools • Collaborate closely with internal teams to support long-term client success We are looking for: • Experience in sales, onboarding, or client success roles is a plus but not required • Strong closing, communication, and follow-up skills • Ability to build confidence and trust with prospective clients • Organized, detail-oriented, and comfortable managing multiple client conversations • Self-motivated and effective in a remote work environment What we offer: • Competitive compensation with performance-based incentives • Benefits including medical, dental, vision, 401k, and paid time off • Fully remote, work-from-home flexibility • Supportive leadership and collaborative team culture • Ongoing training and development

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022! Job Description: This role offers an exciting opportunity to support a fast‑growing legal practice by serving as a key point of connection between potential clients and the firm's services. As an Intake Specialist with Job Duck, you will guide individuals through their first interactions, ensuring they feel supported, understood, and well‑informed throughout the process. Each day, you'll help nurture warm leads, collect critical case information, and maintain accurate documentation that strengthens the client onboarding pipeline. Success in this role comes from being proactive, attentive, and confident in engaging with people while remaining highly organized and reliable. Candidates who thrive in dynamic environments and enjoy helping others will excel in this position. • Salary Range: 1150 USD to 1220 USD Responsibilities include, but are not limited to: Support attorneys and team members by ensuring all intake information is complete and accurate Monitor incoming leads and act promptly to avoid missed opportunities Collect documents from clients and upload them into the CRM systems Collaborate with management and the front desk during onboarding and workflow transitions Help improve conversion rates by delivering highly attentive and personalized interactions Maintain professionalism and clarity when setting expectations with clients Nurture potential clients via phone and email communications Conduct outbound follow‑up calls to warm leads to encourage conversion and scheduling Perform accurate data entry and maintain organized digital files Meet one‑on‑one with clients to gather essential information Requirements: • Full‑time position supporting a bankruptcy law practice • Work hours: 8 to 5 EST • Software and tools used: • Next Chapter (CRM) • Clio Manage and Clio Grow • Whale for process training/documentation • Spanish is mandatory • High‑volume warm lead environment (60-90 leads monthly) with the goal of increasing conversions from the current 18 per month • Requires consistent communication on calls and email nurturing • Ideal start date: As soon as possible Work Shift: 8:00 AM - 5:00 PM [EST][EDT] (United States of America) Languages: English, Spanish Ready to dive in? Apply now and make sure to follow all the instructions! Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process. Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

Join our dynamic travel team! As a Client Experience Specialist, youll help travelers plan and enjoy seamless, stress-free trips while working from home with flexible hours. Responsibilities: Provide outstanding client support from inquiry to return. Communicate clearly and professionally via phone, chat, or email. Anticipate client needs and ensure smooth travel experiences. Gather feedback to improve service quality. Qualifications: Excellent communication and people skills. Detail-oriented and dependable with strong follow-up habits. Comfortable working independently in a remote environment. Passion for helping others and learning about travel. What We Offer: Work-from-home flexibility. Mentorship and ongoing training. Supportive, growth-minded team culture. Access to travel industry perks and education

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

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

The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways. Here is more of what you'll get to do: Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada. Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them. Plan, schedule and execute client performance discussions within established time frames. You'll thrive in this role if you have: The ideal candidate will have a bachelor's degree and/or equivalent client management experience. 2 - 5 years' equivalent experience. Fast learner who thrives on multi-tasking. Skilled at managing time/priorities based on company goals and objectives. Knowledge of SEO, social media, and website analytics. Must be a great communicator to contribute to and ensure high integrity and a high productivity culture. Experience with Salesforce.com or CRM software preferred. Technology/Automotive experience preferred. Call center success in a client-facing position is a plus. Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply! This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington. Who are we? LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture. In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design. LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training. LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.

at Net Driven Client Relationship Specialist The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways. Here is more of what you'll get to do: Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada. Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them. Plan, schedule and execute client performance discussions within established time frames. You'll thrive in this role if you have: The ideal candidate will have a bachelor's degree and/or equivalent client management experience. 2 - 5 years' equivalent experience. Fast learner who thrives on multi-tasking. Skilled at managing time/priorities based on company goals and objectives. Knowledge of SEO, social media, and website analytics. Must be a great communicator to contribute to and ensure high integrity and a high productivity culture. Experience with Salesforce.com or CRM software preferred. Technology/Automotive experience preferred. Call center success in a client-facing position is a plus. Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply! This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington. Who are we? LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture. In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design. LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training. LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.

Who We Are: K1X is the leading data distribution platform for alternative investments. Simply put, our mission is to digitize the K-1 ecosystem. Our AI-powered K-1 extraction technologies surpass all other competition, and we're the first to produce a digital K-1. Learn more at *********** Role Overview: The Client Enablement Specialist plays a vital role in driving adoption and ensuring our clients fully leverage K1X's tools and solutions. This role is focused on onboarding, training, and providing ongoing support to our clients, thereby ensuring that users confidently navigate and utilize our platform. As a key ambassador of K1X, you will proactively engage with clients, deliver tailored training sessions, and foster seamless communication between client teams and our internal departments. Responsibilities: Onboarding & Implementation Own end-to-end onboarding for assigned client accounts, using standardized implementation framework. Execute repeatable onboarding plans aligned to defined service tiers. Coordinate with internal technical teams to support system and user configuration and data integration. Ensure onboarding milestones, timelines and deliverables are met consistently across accounts. Training & Enablement Deliver standardized training sessions to functional user groups (preparers, reviewers, centralized teams) focused on core workflows & best practices. Facilitate group trainings, office hours, and working sessions designed for scale and repeatability. Adoption Acceleration Monitor usage and adoption metrics across assigned accounts to ensure clients reach early and ongoing value milestones. Proactively identify underutilization trends and execute adoption interventions. Support standardized workflow adoption across practice areas within scope. Partner with Account Managers to maintain alignment on client health and service expectations. Client Change Enablement Serve as the primary point of contact for enablement-related questions within the defined service scope. Guide clients through standardized workflow changes and reinforce best practices. Document common challenges, FAQs & repeatable solutions to continuously improve scaled enablement programming. Cross-Functional Collaboration Partner with Product Support to ensure smooth go-live transitions and efficient issue resolution. Provide structured feedback to Product and Enablement teams based on trends observed across the client base. Escalate complex transformation, customization, or executive-level needs to SVP of Client Enablement when required. Requirements 1-3 years of experience in tax, tax technology, client service, or enablement-focused roles within public accounting or in-house tax departments. Working knowledge of Schedule K-1 tax workflows Experience delivering onboarding, training, or client support in structured repeatable environment. Familiarity with tax software, tax automation tools or tax compliance platforms. Strong organizational and time-management skills with the ability to manage a high volume of accounts. Clear, confident communicator with the ability to simplify workflows and reinforce standard processes. Comfort working with adoption metrics, usage data, and client feedback to guide next steps. Experience using K1x's K1Aggregator product is a plus Experience using modern CRM tools to track onboarding milestones, monitor adoption activity, and maintain accurate client records. Benefits Unlimited Vacation Policy + Sick Time + Holidays Paid Parental Leave Fully Remote Opportunity Healthcare Benefits and 401K Growing Startup Culture

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Institutional Sales Executive (Remote). In this role, you will drive significant growth for our partner by acquiring high-quality leads from both high-net-worth individuals and institutional clients. Your ability to build relationships and ensure a seamless transition of leads to the Account Management team will be key in enhancing customer experience and expanding the client base. As part of a globally distributed team, you will work collaboratively to meet targets while embracing the freedom of a fully remote work environment.Accountabilities Identify and cultivate new business opportunities in Hong Kong and Singapore through networking and strategic outreach. Qualify leads for alignment with target client profiles. Introduce qualified leads to internal teams for a smooth onboarding process. Engage proactively with clients to understand their needs and provide product demonstrations. Launch strategies alongside the team to increase client acquisition. Stay informed about market conditions and provide regular performance reports. Represent the partner company at events and network to identify potential clients. Requirements Fluency in English; proficiency in Mandarin and/or Cantonese is a plus. Minimum of 5 years in customer-facing roles within financial services. Experience in private banking, wealth management, or investment banking. Demonstrated knowledge of cryptocurrency markets. History of successfully managing client relationships and originating leads. Ability to conduct meetings effectively, both in-person and online. Strong performance record related to achieving KPIs. Established professional network in the regional financial services sector. Benefits Work from anywhere with a flexible schedule. Great work-life balance with autonomy in your role. Opportunities for professional development and learning. Collaborate with a high-performance global team. Competitive compensation and benefits package. Contribute to a culture prioritizing ethical practices and consumer protection. Why Apply Through Jobgether? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.#LI-CL1

The Coding Client Success Specialist is responsible for serving as a trusted partner for clients by providing training and addressing issues related to medical coding. The scope of this job includes collaborating with clients and internal teams to optimize the coding experience, drive client satisfaction, and support business goals. We invite you to apply today and join us in shaping the future of healthcare! Key Responsibilities Act as the primary point of contact for medical coders, provide guidance on queries, and escalate to clients as necessary. Conduct coding reviews and provide recommendations for appropriate coding based on current guidelines. Provide written feedback related to coding compliance documentation and conduct other clinical record audits, as assigned. Work with internal teams to support quality plans and assist with providing the appropriate tools and resources to internal coding teams and global partners. Required qualifications GED or High School Diploma At least 2-4 years of relevant work experience Coding Certified Preferred qualifications Home Health Coding Certification (HCS-D) Job Expectations Willing to work additional or irregular hours as needed Must work in accordance with applicable security policies and procedures to safeguard company and client information Must be able to sit and view a computer screen for extended periods of time #LI-CS1 #LI-Remote WellSky is where independent thinking and collaboration come together to create an authentic culture. We thrive on innovation, inclusiveness, and cohesive perspectives. At WellSky you can make a difference. WellSky provides equal employment opportunities to all people without regard to race, color, national origin, ancestry, citizenship, age, religion, gender, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, physical or mental disability, protected medical condition, genetic information, military service, veteran status, or any other status or characteristic protected by law. WellSky is proud to be a drug-free workplace. Applicants for U.S.-based positions with WellSky must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Certain client-facing positions may be required to comply with applicable requirements, such as immunizations and occupational health mandates. Here are some of the exciting benefits full-time teammates are eligible to receive at WellSky: Excellent medical, dental, and vision benefits Mental health benefits through TelaDoc Prescription drug coverage Generous paid time off, plus 13 paid holidays Paid parental leave 100% vested 401(K) retirement plans Educational assistance up to $2500 per year

AnewHealth is one of the nation's leading pharmacy care management companies that specializes in caring for people with the most complex, chronic needs-wherever they call home. We enable better outcomes for patients and the healthcare organizations who support them. Established in 2023 through the combination of ExactCare and Tabula Rasa HealthCare, we provide a suite of solutions that includes comprehensive pharmacy services; full-service pharmacy benefit management; and specialized support services for Program of All-Inclusive Care for the Elderly. With over 1,400 team members, we care for more than 100,000 people across all 50 states. Job Details Under the supervision of the Manager of Client Relationship, the Client Relationship Specialist is responsible for acting as a first-line resource for external clients regarding Pharmastar's product lines, including (but not limited to) Medicare and Commercial prescription drug data, ensuring the necessary information is disseminated to the applicable resources within the organization. Candidate will demonstrate proficiency with resolutions of all common issues, questions and solutions. Responsibilities Serve as main contact for external clients requesting products (Medicare D and Commercial). Requests include but are not limited to: formulary compliance, plan set-up, provider management, member enrollment/eligibility changes, patient concerns, reporting (scheduled and ad hoc), audit support, and claims assistance. Perform client outreach and set up recurring calls. Serve as main contact for submission of internal workload requests to the Manager; Prepare, submit, and analyze PDE submissions to CMS; Research and suggest solutions for submission rejects; Assist in the reconciliation of PDE data; Summarize and report PDE progress; Support clients in all areas of Part D functions for compliance with regulatory requirements. Coordinate the submission of regulatory reporting to the appropriate management and governing agencies to ensure critical deadlines are met; Track all applicable regulatory updates and changes for incorporation into policies and procedures; Act as a first-line contact to external clients and assist in answering questions and/or triaging concerns to other associates. Build strong, trusting relationship with clients and its pharmacies. Present company product line services to clients as needed. Ensures that HIPAA guidelines are followed in every communication with clients. Stay current on plan and benefit structures, pharmacological updates, and Medicare Part D guidelines. Attend department and company meetings and educational programs upon request. Assist with answering Help Desk calls when needed. Perform administrative duties as required. Other projects as assigned. The above essential functions are representative of major duties of positions in this job classification. Specific duties and responsibilities may vary based upon departmental needs. Other duties may be assigned similar to the above consistent with knowledge, skills and abilities required for the job. Not all of the duties may be assigned to a position. Qualifications These represent the desired qualifications of the ideal candidate. They are not meant to limit consideration for candidates who do not meet all of the standards listed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Bachelor's degree preferred. Associate's degree or formal training beyond high school, required. Experience 3-4 years of customer service and industry experience. (Health plan or insurance experience, a plus. PBM experience preferred.) CPhT (Certified Pharmacy Technician) certification, a plus. Experience in a pharmacy support role, a plus. Current on plan and benefit structures and Medicare Part D guidelines. Skills & Abilities Demonstrated proficiency with resolution of all common issues, questions and solutions. Knowledge of pharmacology and pharmacological terms. Excellent communication skills and professionalism when working with clients. Ability to solve problems under pressure by making immediate decisions. Detail oriented and able to prioritize workload. Strong computer skills including using word processors, spreadsheets, and database software. Schedule This is a full-time position with an expectation to work an average of 40 hours per week, and an ability to be available outside of normal business hours to meet customer expectations on an ad-hoc basis. Physical Demands Communicates by way of the telephone, web (video conference), and email with clients; Operates a computer and other office productivity machinery, such as a calculator, copy machine, fax machine and office printer Remains stationary for extended periods of time Occasionally exerts up to 20 pounds of force to lift, carry, push, pull or move objects Visual acuity to perform activities such as identifying, inputting and analyzing data on a computer terminal and/or in hard copy Travel Travel may be required for special organization or department events, department team meetings, trade shows, conferences, and other client engagements. AnewHealth offers a comprehensive benefit package for full-time employees that includes medical/dental/vision, flexible spending, company-paid life insurance and short-term disability as well as voluntary benefits, 401(k), Paid Time Off and paid holidays. Medical, dental and vision coverage are effective 1st of the month following date of hire . AnewHealth provides equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, genetic information, or veteran status, or other legally protected classification in the state in which a person is seeking employment. Applicants are encouraged to confidentially self-identify when applying. Local applicants are encouraged to apply. We maintain a drug-free work environment. Applicants must be eligible to work in this country.

Client Experience Specialist (licensed) The Client Experience Specialist is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, solve problems and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. This position is 100% remote and will support various markets, primarily in Florida. The ideal candidate will be able to work in Eastern time. Responsibilities: * Perform non licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner. * Ensure your real estate license remains in good standing to perform authorized licensed tasks, including drafting contract addendums and amendments. * Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. * Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. * Serve as all deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. * Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts. * Regularly update and manage communication with all parties involved in the transaction. * Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. Experience: * Minimum of 2 years Real Estate/mortgage/title administration/transaction coordination experience required. * Active real estate license in good standing preferably in Florida. Competencies: To perform the job successfully, an individual should demonstrate the following competencies: * Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. * People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. * Technical- ability to learn and navigate multiple software systems with an elevated level of competency while demonstrating comfort with transaction management and financial tools. * Analytical Thinking & Transaction Accuracy - able to apply strong critical thinking and problem-solving skills to ensure precise management of financial details such as expenses, invoices, and commission calculations while analyzing data to identify discrepancies, resolve issues promptly, and maintain compliance and data integrity. * Process Management - able to effectively manage end-to-end workflows, prioritize tasks, and ensure timely completion of transaction processing. * Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things. * Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. * Quality Assurance -demonstrates accuracy and thoroughness and monitors their own work to ensure quality. * Adaptability- the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes or delays while remaining resilient. * Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information and support. Anywhere is proud to offer a comprehensive benefits package to our employees including: * Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D * 401(k) savings plan with company match * Paid Time Off to Include Holidays , Vacation Time, and Sick Time * Paid Family & Paternity Leave * Life Insurance * Business Travel Accident Insurance * All employees receive access to LinkedIn Learning * Tuition reimbursement for approved programs * Employee Referral Program * Adoption Assistance Program * Employee Assistance Program * Health and Wellness Program and Incentives * Employee Discounts * Employee Resource Groups

Were seeking a motivated Client Experience Specialist to support clients by providing personalized assistance, coordinating details, and delivering a smooth, professional experience from start to finish. This fully remote role is ideal for someone who enjoys helping people, staying organized, and working independently. What Youll Do: Communicate with clients to understand needs and preferences Provide guidance, updates, and timely follow-ups Coordinate details and ensure accuracy throughout the process Deliver friendly, reliable client support What Were Looking For: Strong communication and organization skills Customer service or client-facing experience (preferred, not required) Comfortable working remotely Detail-oriented, dependable, and tech-comfortable Citizen of the US, Mexico, Australia, and UK Why This Role Stands Out: 100% remote flexibility Training and ongoing support provided Opportunity for growth

About One Legal, an InfoTrack Company One Legal, a division of InfoTrack, is a one-stop online solution for legal professionals to file court documents in every California court, manage service of process nationwide, and more. A leader in innovative technology solutions for legal professionals for more than 30 years, One Legal continues to be among the most respected in the industry. As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, we'd love for you to join us. About the role As a Client Experience Specialist at One Legal, you will play a pivotal role in a dynamic and client-focused support team dedicated to educating, empowering, and advocating for our clients. Your primary responsibility will be to address and resolve client inquiries through clear, effective verbal and written communication, with a strong emphasis on active listening and understanding. You'll ensure efficient and effective resolutions that meet our clients' needs by leveraging all available resources. In this role, you will be recognized for your reliability and ability to maintain composure under pressure, consistently demonstrating empathy in client interactions. You are a quick learner with a talent for multitasking, open to coaching, and driven by curiosity. Your commitment to teamwork is evident as you continually seek ways to enhance your own performance, contribute to the team, and drive company success. This is a fully remote role, based in Pacific Time. The hours are M-F, 9:00am - 6:00pm PT. Responsibilities Client Experience: * Lead clients through the One Legal platform to complete tasks. * Maintain accurate client records in Salesforce. * Own your learning and communicate effectively with your manager. * Advocate for clients by reviewing materials and providing feedback to internal teams. * Solve problems efficiently, ensuring a high-quality client experience. * Represent the client's voice to influence product improvements. Driver of Results: * Seek solutions to enhance the employee experience and celebrate team successes. * Collaborate with your manager to meet corporate goals. * Understand and act on key KPIs to consistently deliver exceptional client service. * Continuously improve the client experience through proactive learning. Operational Excellence: * Embrace new technology to improve service and efficiency. * Address productivity issues with your team and suggest improvements. * Assist in onboarding new team members. * Focus on de-escalation to minimize client delays. * Follow all policies and guidelines. * Participate in discussions to ensure consistent practices and communication.