Client services advisor jobs near me - 681 jobs

Job Description This role is central to the full sales process, serving as the primary point of contact for the sales team and managing customer service needs to keep daily operations running smoothly. Success in this position requires strong organization, sharp attention to detail, excellent written communication, and solid IT capability. Experience in a pharmacy or cGMP facility is preferred. The role also handles tradeshow and travel coordination, partners with the Accounting Department to ensure timely billing, generates reports, manages customer follow-up, and maintains the Salesforce CRM system. Daily customer outreach is expected to uphold high service standards. This position supports the field sales team and provides inside-sales support as needed. Core Tasks Set up new customer accounts and verify DEA and state licensure. Onboard new customers and email login credentials Follow up on customer questions and concerns, including product availability and shipping timelines. Assist in packaging and shipping pharmaceutical products to clients. Communicate directly with customers and maintain accurate, detailed notes in the CRM system. Process and fulfill customer orders with accuracy and urgency. Coordinate customer order shipments and deliver high-quality service throughout the process. Maintain a clean, organized, and efficient work area. Values Demonstrates Innovation abilities by identifying and speaking up about possible improvements and identifying more efficient ways of doing things. Operates with Integrity by maintaining high ethical standards, cares, shows trust and respect with all employees Collaborates to create or participate effectively on diverse and high performing teams, Is open to new ideas and perspectives, communicates across shifts, and demonstrates a safe work environment Demonstrates a passion to Perform by meeting personal and departmental goals, gains knowledge to display increasing independence, instills confidence in ability to perform required tasks, and progresses on qualifications within reasonable timelines Demonstrates Courage by speaking up, accepts constructive feedback, and takes accountability for mistakes and make necessary corrections Preferred Skills/Abilities: Strong team-player mindset with the ability to collaborate across departments. Exceptional attention to detail. Experience in a highly regulated manufacturing environment or pharmacy preferred. Willingness to take on tasks outside standard responsibilities to support company needs. Background as a pharmacy technician or pharmacy buyer in a hospital setting is beneficial. Experience in sales support, cGMP environments, pharmaceuticals, customer service, or 503B outsourcing is a plus. MDS (Systems House) experience is a plus. Proficiency in Microsoft Excel is required. Education and Experience: High School Diploma or GED Required Certified Pharmacy Technician or College Degree, Preferred Minimum of 2 years of continuous work experience in customer service, pharmacy, warehouse, or other fulfillment related experience Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Lift up to 40 pounds and occasionally push or pull pallets or product containers. About STAQ Pharma STAQ Pharma is a 503B outsourcing facility that produces sterile injectable medications for hospitals and health systems. The company operates under strict regulatory standards and maintains offices in Denver, Colorado, and Columbus, Ohio.

Job Description for Client Experience Specialist (100% Remote - Chicago Area Preferred): 👉 Do you thrive on creating positive experiences and solving problems for others? We're hiring a Client Experience Coordinator to support our franchise owners by building strong relationships, coordinating with internal teams, and helping deliver solutions that make an impact. About the Role We're looking for a Client Experience Specialist who enjoys variety, thrives in a collaborative environment, and takes pride in helping others succeed 🌟. In this role, you'll build trusted relationships with our franchise owners while also working closely with colleagues across marketing, training, and operations. Some days you'll be connecting with franchise owners, understanding their needs, and coordinating support. Other days you'll be reviewing a marketing initiative for relevance, helping organize a training session, or assisting with an operational rollout. You'll never be expected to know it all, you'll always have expert teammates to lean on, but over time, you'll grow your expertise so you can guide franchisees directly with confidence. This role is ideal for someone with excellent people skills, strong organizational instincts, and the ability to juggle multiple priorities while keeping a positive, solutions-oriented mindset. What You'll Do: Serve as a trusted point of contact for franchise owners, building strong relationships Champion and coordinate requests with internal marketing, training, and operations teams Provide responsive, empathetic support and follow-through on client needs Contribute to projects such as training programs, marketing reviews, and process improvements Deepen your knowledge of our systems and processes to provide more direct guidance over time What We're Looking For: Friendly and empathetic with strong people and communication skills Natural leader with a drive to grow professionally and personally Quick learner, organized, and persistent in getting things done 3+ years of Experience collaborating with cross-functional teams (marketing, training, or operations) Why WIN 100% remote role (Chicago-area candidates preferred) Collaborative, inclusive culture built on respect and growth Health, dental, vision insurance + PTO + 401(k) match Career development and advancement opportunities A team that values working hard, having fun, and celebrating success together

At Sirona Medical, we're building software that enables physicians to work as fast as they can think. Each year in the U.S., billions of patient images are captured-and nearly all of them are reviewed and diagnosed by radiologists. These specialists are the central hub of diagnostic medicine: over 80% of all healthcare data flows through radiology IT systems. Yet despite their pivotal role, radiologists are overburdened by outdated, fragmented software which limits their efficiency and ultimately the quality and efficiency of care that health systems can provide patients. That's where Sirona comes in. We're a San Francisco-based, cloud-native software company with employees around the world. Our deep understanding of both the practice and business of radiology has allowed us to build RadOS-a unified, AI-powered operating system powering the entire radiology workflows. How Sirona Solves the Problem Sirona is uniquely positioned to transform the way radiology is practiced. We're delivering the organizational shift that both individual radiologists and entire practices urgently need: A unified, intuitive, and platform-agnostic solution A streamlined workspace that makes every part of the radiologist's workflow faster and easier The freedom to read from anywhere, for anyone By cutting clicks, optimizing diagnostic time, and unlocking efficiencies that extend far beyond the reading room into all care settings, Sirona empowers radiologists-and in doing so, we help the entire healthcare system move faster, smarter, and with greater impact on patient outcomes. For more information, please visit ******************************** Sirona Medical is seeking a Client Enablement Specialist - Radiology to deliver hands-on training and workflow education to our customers and internal teams. This role is focused on live training delivery, clinical workflow enablement, and product adoption for radiology professionals. This individual contributor role is designed for someone with direct experience in radiology workflows who enjoys teaching, facilitating live sessions, and working closely with customers in real-world clinical environments while anticipating the needs of organizations in their workflow and system use. You will work directly with radiologists, PACS administrators, and imaging teams to ensure they can confidently and effectively use Sirona's platform as part of their daily practice. Key Responsibilities: Client Training and Education Deliver live, instructor-led virtual and on-site training during onboarding, implementation, and go-live Facilitate role-based sessions for radiologists, administrators, and support staff Adapt training delivery to different learning styles and clinical settings Radiology Workflow Enablement Teach end-to-end radiology workflows within Sirona's platform Translate complex product functionality into clear, clinically relevant instruction Support customers through workflow changes and adoption of new features Feature and Adoption Enablement Partner with Product and Customer Success to understand new functionality Lead client-facing sessions introducing enhancements and best practices Reinforce adoption through follow-up training and workflow optimization sessions Internal Enablement Deliver internal training to ensure Sirona teams understand radiology workflows and product usage Act as a subject-matter expert for radiology-focused training questions Continuous Improvement Collect learner feedback and identify gaps in understanding Contribute to improving training materials, curricula, and delivery methods Key Requirements: 5+ years of experience delivering live training or enablement for SaaS, clinical, or healthcare software Proven ability to train radiologists and other clinical imaging professionals Direct experience working with radiology workflows, including PACS, RIS, reporting, or imaging operations Strong facilitation and presentation skills in live training environments Comfort learning and teaching complex healthcare software to clinical and non-clinical audiences Preferred Background in healthcare IT, imaging informatics, or radiology operations Familiarity with adult learning principles and instructional best practices Benefits: Stock Options Medical, dental, vision insurance Life insurance Maternity and Paternity Leave Flexible time off 401K matching MacBook Pro Sponsorship for conferences, continuing education, etc. The annual US base salary range for this full-time position is $80,000 - $100,000 + equity + benefits. Pay scale is flexible depending on experience. Within the range, individual pay is determined by work location and additional factors, including job-related skills, competencies, experience, relevant education and training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

The **Client Experience Specialist** is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. **This position is 100% remote and will support various markets. The preferred candidate will have NJ transaction experience.** **Responsibilities:** + Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner. + Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems. + Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties. + Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. + Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties. + Regularly update and manage communication with all parties involved in the transaction. + Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. **Experience** + Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume An individual should demonstrate the following competencies: + Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. + People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. + Technical- ability to learn and navigate multiple software systems with an elevated level of competency. + Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality. + Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things. + Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. + Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality. + Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient. + Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support. **Anywhere is proud to offer a comprehensive benefits package to our employees including:** + Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D + 401(k) savings plan with company match + Paid Time Off to Include Holidays, Vacation Time, and Sick Time + Paid Family & Paternity Leave + Life Insurance + Business Travel Accident Insurance + All employees receive access to LinkedIn Learning + Tuition reimbursement for approved programs + Employee Referral Program + Adoption Assistance Program + Employee Assistance Program + Health and Wellness Program and Incentives + Employee Discounts + Employee Resource Groups Anywhere Integrated Services is a driving force in the title and settlement services industry. Anywhere Integrated Services is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the District of Columbia, and provide closing services in all 50. Anywhere Integrated Services is a subsidiary of Anywhere Real Estate. Anywhere Real Estate is a publicly traded company and a global provider of real estate services. It franchises and owns several of the industry's leading real estate brands and brokerages. Anywhere Integrated Services' Family of Companies operate more than 40 distinct company and brand names throughout the United States such as Title One (ID), Sunbelt Title (FL), Equity Title (CA), Texas American Title Company (TX), Market Street Settlement Group (NH/ME), Mid-Atlantic Settlement (MD), Burnet Title (MN / IL / WI) and U.S. Title (MO). Anywhere Real Estate Inc. (************************ **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate (*********************** , Century 21 (*************************** , Coldwell Banker (******************************** , Coldwell Banker Commercial (****************************** , Corcoran (************************** , ERA (********************* , and Sotheby's International Realty (*********************************** , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. **At Anywhere, we are empowering everyone's next move - your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (********************************************************************** . We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: + Great Place to Work + Forbes World's Best Employers + Newsweek World's Most Trustworthy Companies + Ethisphere World's Most Ethical Companies EEO Statement: EOE including disability/veteran

We are seeking a Client Success Specialist to join our Client Management Team. In this role, you will support the client's success by being a key liaison between Customer Success and other internal teams. You will support the Client Success Manager through process development, improvements, reviewing data and organizational support. You will partner closely with the Client Success Manager and cross functional stakeholders to help ensure alignment and drive success. This is an opportunity to cultivate relationships across the client organization to develop insights, shaping how they perceive the value we deliver, and ensuring that they are receiving the best support possible. What you'll do: Assist the Client Success Manager with day-to-day activities including email correspondence, follow-ups, ticket tracking, meeting notes, and general administrative support. Manage the client-facing inbox: triage incoming emails, respond to inquiries, escalate issues when necessary, and ensure timely resolution of all client needs. Monitor and manage client-submitted support tickets through to resolution, coordinating with relevant internal teams as needed. Analyze client data and key metrics to generate insights that support both internal decision-making and client-facing initiatives. Lead and support Client Success Managers on cross-functional projects, including external communication strategy, implementation support, training material development, and acting as a liaison with internal teams Proactively identify opportunities to improve the client experience by gathering feedback, monitoring trends, and recommending enhancements to processes or services. What you'll need: Bachelors degree in related field 1-3 years in a role supporting account management, client success, or a similar role. Proven expertise in administrative support, cross-functional collaboration, and project management support. Strong skills in communication, troubleshooting, organization, and the ability to adapt and remain flexible in a fast-paced environment. Must be passionate about contributing to a culture that values consistent delivery of a proactive, supportive, and partner-oriented experience Familiarity with Salesforce, Confluence, JIRA and Google Suite a plus Demonstrated success in expanding skill sets through hands-on experience in unfamiliar areas, showing adaptability and initiative Project management skills, including planning, execution, and cross-functional coordination Healthcare domain experience is strongly preferred. Direct experience working with health plans is preferred Pay & Perks: 💻 Fully remote opportunity with about 10% travel 🩺 Medical, dental, vision, life, disability insurance, and Employee Assistance Program 📈 401K retirement plan with company match; flexible spending and health savings account 🏝️ Up to 184 hours (23 days) of PTO per year + company holidays 👶 Up to 14 weeks of paid parental leave 🐶 Pet insurance The salary range for this position is $68,000 to $78,000 annually; as part of a total benefits package which includes health insurance, 401k and bonus. In accordance with state applicable laws, Cohere is required to provide a reasonable estimate of the compensation range for this role. Individual pay decisions are ultimately based on a number of factors, including but not limited to qualifications for the role, experience level, skillset, and internal alignment. Interview Process*: Connect with Talent Acquisition for a Preliminary Phone Screening Meet your Hiring Manager! Behavioral Interview(s) *Subject to change About Cohere Health: Cohere Health's clinical intelligence platform delivers AI-powered solutions that streamline access to quality care by improving payer-provider collaboration, cost containment, and healthcare economics. Cohere Health works with over 660,000 providers and handles over 12 million prior authorization requests annually. Its responsible AI auto-approves up to 90% of requests for millions of health plan members. With the acquisition of ZignaAI, we've further enhanced our platform by launching our Payment Integrity Suite, anchored by Cohere Validate™, an AI-driven clinical and coding validation solution that operates in near real-time. By unifying pre-service authorization data with post-service claims validation, we're creating a transparent healthcare ecosystem that reduces waste, improves payer-provider collaboration and patient outcomes, and ensures providers are paid promptly and accurately. Cohere Health's innovations continue to receive industry wide recognition. We've been named to the 2025 Inc. 5000 list and in the Gartner Hype Cycle™ for U.S. Healthcare Payers (2022-2025), and ranked as a Top 5 LinkedIn™ Startup for 2023 & 2024. Backed by leading investors such as Deerfield Management, Define Ventures, Flare Capital Partners, Longitude Capital, and Polaris Partners, Cohere Health drives more transparent, streamlined healthcare processes, helping patients receive faster, more appropriate care and higher-quality outcomes. The Coherenauts, as we call ourselves, who succeed here are empathetic teammates who are candid, kind, caring, and embody our core values and principles. We believe that diverse, inclusive teams make the most impactful work. Cohere is deeply invested in ensuring that we have a supportive, growth-oriented environment that works for everyone. We can't wait to learn more about you and meet you at Cohere Health! Equal Opportunity Statement: Cohere Health is an Equal Opportunity Employer. We are committed to fostering an environment of mutual respect where equal employment opportunities are available to all. To us, it's personal. #LI-Remote #BI-Remote

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

The Client Experience Specialist is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. This position is 100% remote and will support various markets. The preferred candidate will have NJ transaction experience. Responsibilities: Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner. Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems. Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties. Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties. Regularly update and manage communication with all parties involved in the transaction. Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. Experience Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume An individual should demonstrate the following competencies: Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. Technical- ability to learn and navigate multiple software systems with an elevated level of competency. Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality. Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things. Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality. Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient. Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support. Anywhere is proud to offer a comprehensive benefits package to our employees including: Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D 401(k) savings plan with company match Paid Time Off to Include Holidays, Vacation Time, and Sick Time Paid Family & Paternity Leave Life Insurance Business Travel Accident Insurance All employees receive access to LinkedIn Learning Tuition reimbursement for approved programs Employee Referral Program Adoption Assistance Program Employee Assistance Program Health and Wellness Program and Incentives Employee Discounts Employee Resource Groups

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

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

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.

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.

We are in the business of home ownership and are looking for a Client Advocate Specialist who will find a career home with us. This non-exempt role is perfect for someone who enjoys customer service and working in a fast paced- environment as you will speak daily with our clients, borrowers and employees and must use strong interpersonal and communication skills to demonstrate success in this role. Your tone of voice speaks volumes to the audiences. What you will do Customer Service Ongoing customer contact and support to ensure complete customer satisfaction Answer the phone and direct calls to the appropriate department Complete all closing protection letters Conduct bankruptcy and patriot searches Assist Scheduling Team; scheduling closing appointments with Notaries and Attorneys Scanning/Shipping Coordinate customized mailings throughout transaction, i.e. Welcome notes, thank you letters. Assist scanning/shipping team, as needed Additional duties, as assigned What you will bring High-school diploma or equivalent Strong customer service focus Clear verbal and written communication skills Ability to work in fast-paced environment and meet deadlines Capability to work both independently and as part of a team Problem-solving mindset with ability to multitask Familiarity with computers, including online searching and typing If you have transferrable skills and feel like you would be a good fit, please don't hesitate to apply! What we offer Competitive payrates based on skills and experience Extensive benefits package: Medical, dental, vision, HSA, mental health programs, Employee Assistance Program, short term disability, voluntary insurance (LTD, auto, home, life, legal, pet, identify theft), employee discounts Rest and relaxation: Paid holidays and generous PTO based on tenure Community and Philanthropy: Paid volunteer time Paid Maternity and Parental Leave Contribute to your future: 401K plan and robust continuous learning opportunities Work Perks Program: Access to discounts that help save money in your daily life Is this the ideal location for you? Mortgage Connect is committed to offering a flexible work environment for this role. This is a remote role, meaning you have the flexibility to work from home. (Remote work is subject to Mortgage Connect's remote work policy and business needs.) Who we are Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Our entrepreneurial mindset allows us to differentiate ourselves in the market through continuous improvement and innovation, as well as our diversified suite of product offerings. Our people are driven and committed to our cultural values we call “ The 5C's” : Connect, Collaborate, Communicate, Care, and Celebrate. We take these seriously and coming on board with us means you agree to adopt these values in your everyday work life with us. All onboarding employees will be required to complete a pre-employment background check and drug screening. We are an Equal Opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state, or local laws. Mortgage Connect is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact ************************

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.

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

The 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

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 Pennsylvania. 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 PA. 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

The Client Experience Specialist is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. This position is 100% remote and will support various markets. Responsibilities: Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner. Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems. Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties. Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties. Regularly update and manage communication with all parties involved in the transaction. Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. Experience Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume An individual should demonstrate the following competencies: Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. Technical- ability to learn and navigate multiple software systems with an elevated level of competency. Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality. Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things. Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality. Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient. Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support. Anywhere is proud to offer a comprehensive benefits package to our employees including: Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D 401(k) savings plan with company match Paid Time Off to Include Holidays, Vacation Time, and Sick Time Paid Family & Paternity Leave Life Insurance Business Travel Accident Insurance All employees receive access to LinkedIn Learning Tuition reimbursement for approved programs Employee Referral Program Adoption Assistance Program Employee Assistance Program Health and Wellness Program and Incentives Employee Discounts Employee Resource Groups

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

Company: Scale Sales Team Work Arrangement: Remote Department: Client Intake & Qualification Scale Sales Team is hiring a Remote Client Qualification Specialist to support the early stages of our client engagement process. This role focuses on hosting scheduled conversations, understanding prospective client needs, and determining appropriate next steps within a structured workflow. This position supports downstream sales functions but does not involve outbound prospecting, cold outreach, or deal closing responsibilities. Primary Responsibilities Conduct scheduled introductory calls with prospective clients Ask guided questions to assess goals, challenges, and readiness Provide high-level explanations of available service pathways Determine qualification status and route opportunities accordingly Record accurate call notes and outcomes in internal systems Follow established communication and documentation standards Qualifications Experience in appointment-based sales, client intake, or consulting roles Strong listening skills and ability to follow structured processes Comfortable facilitating professional conversations in a remote setting Organized, dependable, and able to manage call schedules independently International candidates welcome based on availability and compliance Compensation & Training Monthly compensation approximately $3,000, with performance-based incentives Paid onboarding and process training provided Ongoing team support and clear performance expectations Why Join Scale Sales Team Fully remote work environment Pre-scheduled conversations (no cold outreach required) Defined workflows and operational clarity Collaborative, process-driven team culture Application Candidates interested in a structured remote role focused on client qualification and intake are encouraged to apply for review.