Customer service advisor jobs in San Rafael, CA - 1,774 jobs
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Head of Customer Success - Fintech Growth Leader
Method Financial
Customer service advisor job in San Francisco, CA
A leading fintech company is seeking a Head of Customer Success in Austin, TX. The role focuses on building customer relationships, shaping operational strategies, and managing team performance to drive company growth. Candidates should have over 10 years of experience in customer success and fintech partnerships, along with a data-driven mindset. This position offers an annual salary range of $200,000 to $250,000, aligning with a high-growth environment and the need for operational leadership.
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$200k-250k yearly 1d ago
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AI Customer Education & Community Lead
Slope 4.0
Customer service advisor job in San Francisco, CA
A dynamic AI startup is seeking a Customer Education & Community Lead to design educational programs and cultivate community engagement. This role involves creating content and facilitating customer success while partnering with various teams. The expected salary range is between $120,000 and $180,000, complemented by equity and comprehensive benefits. If you're passionate about enabling users to master innovative products and shaping marketing within the AI landscape, this is an excellent opportunity.
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$120k-180k yearly 2d ago
Senior Customer Success Lead - 0-to-1 Builder (Freight)
Fleetworks
Customer service advisor job in San Francisco, CA
A tech startup revolutionizing freight booking in San Francisco is seeking a Customer Success team member to manage critical relationships and define success processes. You will oversee the customer lifecycle from kickoff to implementation, program manage high-stakes pilots, and collaborate with engineering on integrations. Ideal candidates have B2B customer success experience and a builder mindset, eager to work hands-on with complex requirements. This role promises top-tier compensation and substantial growth potential.
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$122k-181k yearly est. 3d ago
Head of Customer Success - AI ROI Leader (NA)
Egain Corporation 4.3
Customer service advisor job in Sunnyvale, CA
A leading AI knowledge management firm is seeking a Head of Customer Success for North America. This role involves nurturing strategic partnerships with C-suite executives to enhance customer engagement and implement AI ROI strategies. The ideal candidate has over 10 years of experience in customer success, understands the complexities of regulated industries, and excels in communication and strategic thinking. The position is based in Sunnyvale, CA, requiring in-office presence and offers significant responsibility in driving client outcomes and satisfaction. This is a key role for shaping AI transformation in customer operations.
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$130k-171k yearly est. 2d ago
Head of Customer Experience & Growth
Kaizen Stackup
Customer service advisor job in San Francisco, CA
A rapidly growing technology company is seeking an experienced Head of Customer Experience to drive go-to-market strategies and enhance customer success. This leadership role demands a strategic thinker who will develop programs to drive product launch effectiveness and team performance. Ideal candidates will have a proven track record in customer success management and strong capabilities in sales enablement and product growth. You'll be integral in shaping the company's vision and achieving business goals through collaborative efforts across departments, fostering innovation and continuous improvement.
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$21k-35k yearly est. 1d ago
US Corporate Tax Leader | Team & Client Mentor
Escalon Services Inc. 4.1
Customer service advisor job in Palo Alto, CA
A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions.
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$80k-132k yearly est. 1d ago
Customer Service Representative
Accede Solutions Inc.
Customer service advisor job in Oakland, CA
CustomerService Specialist I Duration: 6 Months (Possible Extension) About the Role We are seeking a CustomerService Specialist I to join our Unified Contact Center team. This role is responsible for providing outstanding customerservice while handling inbound and outbound calls, including but not limited to authorizations, referrals, access to care, claims, eligibility, and benefits. The representative will serve as the first point of contact for patients, members, health plans, and providers, ensuring accurate information, timely resolution, and compassionate support.
You will focus on:
Handling Inquiries: Responding to customer inquiries and complaints via phone, email, or other communication channels.
Problem Resolution: Clarifying customer issues, determining the cause, selecting the best solutions, and following up to ensure resolution
Professionalism: Maintaining a high level of professionalism and establishing a positive rapport with customers
Updating Records: Updating member information in Epic during and after each interaction.
Healthcare Knowledge: Staying informed about IPA services, healthcare policies, and procedures.
Escalation: Identifying and escalating complex issues to supervisors or relevant Departments.
Training Participation: Participating in training sessions to improve knowledge of healthcare services and customerservice skills.
Member/Provider Engagement: Building sustainable relationships and trust with the callers through open and interactive communication.
Access to Care: Assisting with providing locations of services for members, such as ancillary providers, and providing information on healthcare plans.
Compliance: Ensuring compliance with healthcare regulations and IPA policies
The Skills, Experience & Education:
Knowledge of medical and health insurance terminology.
Knowledge of Medicare, Medicaid, and commercial insurance.
Ability to multitask in a fast-paced call center environment.
Strong customerservice skills with the ability to handle sensitive and complex inquiries.
Clear communication skills to explain insurance and medical processes in simple terms.
2 years of experience with medical billing and coding (CPT, ICD-10) and insurance processes.
2 years of prior experience in a medical call center or healthcare customerservice role highly desirable.
Technical Skills:
Proficiency with Epic electronic medical records system for patient data and scheduling.
Experience using RingCentral for call management, routing, and communication.
Strong technical proficiency with CRM systems, EMR platforms, and insurance portals.
Familiarity with Athenahealth (Athena) billing system for claims and billing functions.
Preferred Qualifications
Bilingual skills (Spanish/English or other languages) to better serve diverse patient populations.
Prior experience with medical billing, coding, claims processing, authorizations, eligibility, benefits, and referrals in a healthcare setting.
Understanding call center performance metrics (average handle time, first call resolution, call quality).
Education: High School Diploma or GED
$32k-42k yearly est. 2d ago
Vehicle Service Specialist
Henley Companies 4.0
Customer service advisor job in San Francisco, CA
Text henleyjobs to 23000 to start your application today!
Message and data rates may apply.
Are you looking to reach your full potential? Do you enjoy meeting new people and working in a team environment? Whether you are looking for a part‑time job with flexible hours, or a full‑time career with excellent advancement opportunities, Henley Companies, the largest franchisee of Valvoline Instant Oil Change, is proud to offer you the tools necessary to succeed.
We welcome all types of talent - no matter your background or experience. Wherever your confidence level is, we'll make sure you're trained in the services we offer including changing oil, check/filling vehicle fluids or inspecting/replacing lights and wipers. Our team of trainers are equipped to lead you through the path of self‑made success. That's why we do not require any experience in our service centers! It doesn't matter if you're a recent high‑school grad, a well‑seasoned professional looking for a change, a veteran transitioning back into civilian life or somewhere in the middle.
THE TOOLS WE'LL PROVIDE TO YOU
Paid on‑the‑job training
No late evenings - Most locations close by 7pm
Competitive pay set at $24.00 per hour
Now offering Earned Wage Access through DailyPay!
Promoting from within - 95% of upper‑level management started out in an entry‑level position
Safety Shoes, Uniforms & Personal Protective Equipment (PPE)
Tuition Reimbursement
Employee Discount - 50% off most services for up to 2 vehicles
Medical, Dental, Vision, and 401(k) Savings plan
Terms and conditions may apply and benefits may differ depending on location
Responsibilities
Provide exceptional customerservice and address any concerns or questions.
Perform oil changes, filter replacements, and lubrication services for vehicles.
Inspect vehicles for any potential issues or areas that require attention.
Conduct basic maintenance tasks such as tire rotations and fluid level checks.
Basic computer knowledge/aptitude
Keep track of inventory and ensure all supplies are readily available.
Maintain a clean and organized work environment.
Follow safety protocols and guidelines to ensure a safe working environment.
Requirements
Attention to detail and ability to follow instructions.
Excellent problem‑solving skills
Strong customerservice and communication skills
Ability to work in a fast‑paced environment and handle multiple tasks.
Able to learn and follow the VIOC SuperPro process for all services.
Must have reliable transportation.
Essential Functions
Inspecting and replacing car lights and wipers.
Check fluid levels and add fluids to vehicle when necessary.
Inspect/replace engine air filter and cabin air filter.
Add oil to engine in the proper amount based on specifications of vehicle make/model.
Able to remove/rotate/lift/reinstall tires for tire rotation service.
Lubricate necessary components of the chassis/driveline.
Perform additional services on cooling systems and transmissions.
Perform second checks by visually verifying and performing proper callouts to ensure all necessary services have been performed.
Able to move from bay to bay to perform services on multiple vehicles.
Frequently ascends/descends stairs/catwalks/stepstools to retrieve vehicle parts (filters, wipers, etc.) or perform services top side or underneath the vehicle (drain oil, replace filter, differential services, lubrication)
Able to work for extended periods of time with arms above your head when performing services underneath the vehicle on a catwalk.
Constantly positions self to perform required services under the hood, related to tires, or on catwalk working underneath the vehicle.
Able to move/transport items up to approximately 50 pounds.
Able to work with tools to perform duties in tight sometimes hard to reach areas.
Communicate verbally and receive verbal communication to ensure services are performed accurately, safely and in the proper order.
In this position you will be subject to environmental conditions. Activities occur inside and outside and in varying temperature conditions.
In this position you will be subject to noise. There is sufficient noise to cause the worker to shout in order to be heard above ambient noise level.
In this position you will be subject to hazards. Includes a variety of conditions including but not limited to proximity to moving mechanical parts, moving vehicles, electrical current, exposure to high heat, and exposure to chemicals.
In this position you will be subject to atmospheric conditions. One or more of the following conditions that may affect the respiratory system or skin: fumes, odors, dust, mists, gases, restricted ventilation.
In this position you will be required to function in narrow aisles or passageways such as catwalks.
The above description is not intended to be an “all‑inclusive” list of the duties and responsibilities of the job described, nor is it intended to be such a listing of the skills and abilities required to do the job. Rather, it is intended only to describe the general nature of the job.
Henley Companies and its affiliates are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, or any other characteristics protected by law.
We participate in the E‑Verify program.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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$24 hourly 4d ago
Customer Service Representative - State Farm Agent Team Member
Carlos Marron-State Farm Agent
Customer service advisor job in Redwood City, CA
Benefits:
401(k)
Opportunity for advancement
Paid time off
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of CustomerService Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
Provide prompt, accurate, and friendly customerservice. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
As an Agent Team Member, you will receive...
Hourly pay
Growth potential/Opportunity for advancement within my agency
Requirements
Dedicated to customerservice
Experience in a variety of computer applications, particularly Windows
Ability to multi-task
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
$32k-42k yearly est. 2d ago
Customer Service Representative
Appleone 4.3
Customer service advisor job in Fremont, CA
We are seeking a friendly, detail-oriented Bilingual CustomerService Representative (English/Spanish) to support members and providers with questions related to health and wellness benefit claims. This role serves as a key point of contact, ensuring accurate information, timely resolution, and a positive customer experience while upholding compliance and service standards.
Key Responsibilities
Respond to inbound phone calls, emails, and/or portal inquiries from members and providers in English and Spanish
Answer questions related to health and wellness benefit claims, eligibility, coverage, and plan provisions
Research and explain claim status, payments, denials, and required documentation
Accurately document all interactions in claims and customerservice systems
Coordinate with internal departments (claims processing, eligibility, billing) to resolve issues
Educate members on benefit usage and claims procedures in a clear, empathetic manner
Adhere to HIPAA, company policies, and service-level standards
Escalate complex or unresolved issues as appropriate
Required Qualifications
Fluent in English and Spanish (spoken and written)
High school diploma or equivalent (Associate's degree or higher preferred)
1+ year of customerservice experience (healthcare, insurance, or benefits experience a plus)
Strong verbal communication and active listening skills
Basic computer proficiency and ability to navigate multiple systems
Strong attention to detail and problem-solving skills
Ability to handle sensitive information with professionalism and confidentiality
Preferred Qualifications
Experience working with health insurance, TPA, or wellness benefit claims
Familiarity with medical terminology and explanation of benefits (EOBs)
Call center or member services experience
Skills & Competencies
Customer-focused mindset
Clear and professional communication
Time management and organization
Empathy and patience when handling member concerns
Ability to work independently and as part of a team
For immediate consideration apply today.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
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The pay transparency policy is available here:
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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
********************************************** Contents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
$31k-38k yearly est. 2d ago
Long Term Care Coordinator
San Francisco Health Plan
Customer service advisor job in San Francisco, CA
Reporting to Nurse Manager, Long-Term Care, the Long-Term Care (LTC) Coordinator provides administrative support. The Coordinator also provides coordination and operational support to the Long-Term Care and Post-Acute Care teams within Clinical Operations. In partnership with LTC Nurses and other clinical staff, the Coordinator manages data collection and entry, authorization and correspondence workflows, census tracking, and routine provider and member outreach. You will be a primary liaison to post-acute facilities, CBAS centers, clinics, hospitals, and community partners to support placement and transition activities for SFHP members.
We ask that you have customerservice orientation, attention to detail, and the ability to support multiple concurrent processes in a regulated managed-care environment. The LTC Coordinator contributes to the team's daily operations and assists with utilization management and transition-of-care activities based on departmental needs.
Please note that while SFHP supports a hybrid work environment, you are required to be onsite and in-office a minimum of 4 days per month. This is a hybrid position, based in our Downtown San Francisco office.
Salary: $26.44 - $35.05 per hour
WHAT YOU WILL DO:
Research and prepare information needed for utilization management (UM) review, including reviewing evidence of coverage, internal policies, and electronic resources, and compiles materials for LTC Nurses to support clinical decision-making.
Maintain accurate tracking, documentation, and follow-up for standard and urgent authorization requests to ensure determinations meet regulatory timelines.
Support transition-of-care activities for members requiring post-discharge follow-up, including gathering information and coordinating with post-acute providers via telephone and email.
Provide administrative and clerical support across UM and Post-Acute workflows, including cross-training to ensure continuity of operations.
Communicate with providers, office staff, and delegated groups to address questions, resolve issues, and obtain required information for authorization processing.
Respond to calls, emails, and other inquiries regarding UM requirements, request status, and related processes, and escalates clinical questions to LTC Nurses or other clinicians.
Maintain the privacy and security of PHI in compliance with HIPAA and SFHP policies.
Maintain an accurate census of SFHP members in post-acute and long-term care settings and updates internal systems.
Coordinate and support the preparation and distribution of Notice of Action (NOA) letters to providers and members, ensuring compliance with correspondence standards and regulatory requirements.
Enter data into multiple software applications and maintain designated databases to support reporting requirements.
Work with colleagues across Clinical Operations and other departments to support cross-functional workflows.
Conduct scripted provider and member outreach calls and identifies when calls require handoff to a clinician.
Attend required meetings, trainings, and department activities.
WHAT YOU WILL BRING:
One year of experience with state or federal insurance programs,.
Experience in customerservice, call center, community clinic, or post-acute care setting,.
Bachelor's degree in Health, Social or Life Sciences, Business, or related field, preferred; equivalent work experience accepted.
Current California Medical Assistant Certification, Pharmacy Technician Licsense, or equivalent health care experience with familiarity with medical terminology,.
Experience with Medi-Cal and/or DHCS regulations and standards,.
Experience in an HMO or managed-care environment, preferred.
WHAT WE OFFER:
Health Benefits
Medical: You'll have a choice of medical plans, including options from Kaiser and Blue Shield of California, heavily subsidized by SFHP.
Dental: You'll have a choice of a basic dental plan or an enhanced dental plan which includes orthodontic coverage.
Vision: Employee vision care coverage is available through Vision Service Plan (VSP).
Retirement - Employer-matched CalPERS Pension and 401(a) plans, 457 Plan.
Time off - 23 days of Paid Time Off (PTO) and 13 paid holidays.
Professional development: Opportunities for tuition reimbursement, professional license/membership.
ABOUT SFHP:
Established in 1997, San Francisco Health Plan (SFHP) is an award-winning, managed care health plan whose mission is to provide affordable health care coverage to the underserved low and moderate-income residents in San Francisco County. SFHP is chosen by eight out of every ten San Francisco Medi-Cal managed care enrollees and its 175,000+ members have access to a full spectrum of medical services including preventive care, specialty care, hospitalization, prescription drugs, and family planning services.
San Francisco Health Plan is proud to be an equal opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals and in which our people processes are applied without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
San Francisco Health Plan is an E-Verify participating employer.
Hiring priority will be given to candidates residing in the San Francisco Bay Area and California.
#LI-Hybrid
(Hybrid remote/in-office)
Please see job description
PI281167135
Job distributed by JobTarget.
$26.4-35.1 hourly 5d ago
Vehicle Service Specialist
Valvoline Instant Oil Change 4.2
Customer service advisor job in San Francisco, CA
Text henleyjobs to 23000 to start your application today!
Message and data rates may apply.
Are you looking to reach your full potential? Do you enjoy meeting new people and working in a team environment? Whether you are looking for a part-time job with flexible hours, or a full-time career with excellent advancement opportunities, Henley Companies, the largest franchisee of Valvoline Instant Oil Change, is proud to offer you the tools necessary to succeed.
We welcome all types of talent - no matter your background or experience. Wherever your confidence level is, we'll make sure you're trained in the services we offer including changing oil, check/filling vehicle fluids or inspecting/replacing lights and wipers. Our team of trainers are equipped to lead you through the path of self-made success. That's why we do not require any experience in our service centers! It doesn't matter if you're a recent high-school grad, a well-seasoned professional looking for a change, a veteran transitioning back into civilian life or somewhere in the middle.
THE TOOLS WE'LL PROVIDE TO YOU
Paid on-the-job training
No late evenings - Most locations close by 7pm
Competitive pay set at $24.00 per hour
Now offering Earned Wage Access through DailyPay!
Promoting from within - 95% of upper-level management started out in an entry-level position
Safety Shoes, Uniforms & Personal Protective Equipment (PPE)
Tuition Reimbursement
Employee Discount - 50% off most services for up to 2 vehicles
Medical, Dental, Vision, and 401(k) Savings plan
*Terms and conditions may apply and benefits may differ depending on location
Responsibilities
Provide exceptional customerservice and address any concerns or questions.
Perform oil changes, filter replacements, and lubrication services for vehicles.
Inspect vehicles for any potential issues or areas that require attention.
Conduct basic maintenance tasks such as tire rotations and fluid level checks.
Basic computer knowledge/aptitude
Keep track of inventory and ensure all supplies are readily available.
Maintain a clean and organized work environment.
Follow safety protocols and guidelines to ensure a safe working environment.
Requirements
Attention to detail and ability to follow instructions.
Excellent problem-solving skills
Strong customerservice and communication skills
Ability to work in a fast-paced environment and handle multiple tasks.
Able to learn and follow the VIOC SuperPro process for all services.
Achieve SuperPro certification.
Must have reliable transportation.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions of the job
Inspecting and replacing car lights and wipers.
Check fluid levels and add fluids to vehicle when necessary.
Inspect/replace engine air filter and cabin air filter.
Add oil to engine in the proper amount based on specifications of vehicle make/model.
Able to remove/rotate/lift/reinstall tires for tire rotation service.
Lubricate necessary components of the chassis/driveline.
Perform additional services on cooling systems and transmissions.
Perform second checks by visually verifying and performing proper callouts to ensure all necessary services have been performed correctly.
Able to move from bay to bay to perform services on multiple vehicles.
Frequently ascends/descends stairs/catwalks/stepstools to retrieve vehicle parts (filters, wipers, etc.) or perform services top side or underneath the vehicle (drain oil, replace filter, differential services, lubrication)
Able to work for extended periods of time with arms above your head when performing services underneath the vehicle on a catwalk.
Constantly positions self to perform required services under the hood, related to tires, or on catwalk working underneath the vehicle.
Able to move/transport items up to approximately 50 pounds.
Able to work with tools to perform duties in tight sometimes hard to reach areas.
Communicate verbally and receive verbal communication to ensure services are performed accurately, safely and in the proper order.
Environment
In this position you will be subject to environmental conditions. Activities occur inside and outside and in varying temperature conditions.
In this position you will be subject to noise. There is sufficient noise to cause the worker to shout in order to be heard above ambient noise level.
In this position you will be subject to hazards. Includes a variety of conditions including but not limited to proximity to moving mechanical parts, moving vehicles, electrical current, exposure to high heat, and exposure to chemicals.
In this position you will be subject to atmospheric conditions. One or more of the following conditions that may affect the respiratory system or skin: fumes, odors, dust, mists, gases, restricted ventilation.
In this position you will be required to function in narrow aisles or passageways such as catwalks.
The above description is not intended to be an "all-inclusive" list of the duties and responsibilities of the job described, nor is it intended to be such a listing of the skills and abilities required to do the job. Rather, it is intended only to describe the general nature of the job.
Henley Companies and its affiliates are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, or any other characteristics protected by law.
We participate in the E-Verify program.
#IH0004#
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$24 hourly 3d ago
Customer Service and Support Representative - II
Avidex Industries LLC 3.8
Customer service advisor job in Fremont, CA
The CustomerService and Support Representative - II is responsible for providing operational support for the Managed Services department and its customers. This role identifies, researches, and resolves technical problems for customers with accounts. You will be responding to email and phone support requests, as well as documenting, monitoring, and tracking service requests to ensure timely resolutions. This person has knowledge of managing services help desk procedures and best practices.
Skills & Core Strengths
Help Desk Support
Technical Customer Support
Service Ticketing Systems
CRM Systems
Managed Services
AV/IT Support
Hardware Troubleshooting
Microsoft Office
Phone and Email Support
Case Management
Vendor Coordination
RMA Processing
Service Documentation
CustomerService
Problem Solving
Time Management
Multitasking
Verbal and Written Communication
Attention to Detail
What You'll Do
Represent our company values while providing our customers with Help Desk support
Provide Help Desk support per department process workflow and management
Provide case management including opening, notating, tracking, updating, and reporting on service tickets and work orders
Assure parts and equipment repairs are processed accurately and in a timely manner
Coordinate with vendors for orders, repairs, RMAs, and return status
Facilitate subcontractor estimates, quotes, purchase order requests, and invoice processing
Review and submit sub-contractor invoices to management for approval
Process equipment returns and assist with advanced replacements
Escalate all unresolved repair problems to management
What We're Looking for
High School Diploma or GED
Associate degree is preferred
2+ years in a Help Desk support position or a similar job role
An AVIXA CTS certification is preferred
Good computer skills including proficiency using Microsoft Office and a PDF editor are required
Customer relationship management (CRM) and service ticketing software experience preferred
Must possess good customerservice, problem-solving, and time-management skills, and be able to prioritize and organize workloads for effective implementation
Must be able to work successfully in a fast-paced and multitasking environment
Must have good verbal, written, and listening communication skills
Must be able to effectively oversee stressful situations in a calm and professional manner
This position is designated as on-site. Reasonable accommodations will be provided as required by law.
Who we Are:
Avidex stands as a leading force in the audiovisual and IT integration industry, celebrated for delivering cutting-edge solutions to a diverse clientele. Our fundamental principles center on an unwavering commitment to excellence, profound technical expertise, and an entrepreneurial spirit that defines our unique identity.
In our continuous journey of expansion, we are actively seeking an exceptionally skilled CustomerService and Support Representative - II to play a pivotal role within our Service team. This critical position is perfect for individuals who are well-organized, personable, responsible, adept at multitasking, detail-oriented, clear communicators, and dedicated to providing excellent customer support. A robust background in electronics, computers, and audiovisual industry best practices is a prerequisite for success in this role.
What we Offer:
Competitive compensation plan
Full medical, dental and vision benefits
401(k) with employer match
120 hours of PTO (accrued)
10 paid holidays.
8 hours to volunteer on your favorite cause
Tuition reimbursement
Career and personal development opportunities
Avidex is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or status as a protected veteran. We are committed to providing a workplace that is free from discrimination, harassment, and where all employees are treated with respect and dignity. We believe that diverse perspectives enhance our organization and contribute to innovation, collaboration, and overall success.
$33k-42k yearly est. 2d ago
Client Service Representative III
United Business Bank 4.2
Customer service advisor job in Mountain View, CA
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customerservice. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Service Representative III (CSR III) is an onsite position and does not have remote opportunities.
The Client Service Representative III (CSR III) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. The CSR III is responsible for balancing each days transactions and verifying cash totals. They perform a broad variety of Consumer and Business New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems. The CSR III answers client questions regarding the Banks products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Banks products and services, and accepts/processes various applications for online banking systems. The CSR III performs specific assigned side-jobs including various clerical functions, and assists the Branch Manager and/or the Client Service Manager with other duties as assigned. The CSR III assists clients promptly, courteously, efficiently and professionally. The CSR III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: High school graduate or equivalent.
Required Knowledge: Knowledge of Teller, New Account and Operations procedures. Thorough understanding of banking products, services and operations.
Experience Required: Minimum of 3 years of Teller and new account experience in the financial services industry.
Skills/Abilities:
Good communication skills.
Professional appearance, dress and attitude.
Good math skills.
Ability to use Microsoft Office software package.
Location: Onsite, no remote
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
$33k-37k yearly est. 6d ago
Product Expert, Customer Support (San Francisco, CA)
Omni Analytics 4.5
Customer service advisor job in San Francisco, CA
About Omni
Omni is a business intelligence and embedded analytics platform that helps customers improve self-service, accelerate AI adoption, and build customer-facing data products. Whether users prefer AI, spreadsheets, SQL, or point-and-click, Omni makes it easy for anyone to explore and act on data - all from the same platform. At the core of Omni's platform is a built-in semantic layer that ensures consistency, trust, and AI readiness.
Headquartered in San Francisco, Omni has office hubs in Santa Cruz, Philadelphia, Dublin, and Sydney, with team members around the world. The company has raised $97M in funding from leading investors including ICONIQ Growth, Theory Ventures, First Round Capital, Redpoint Ventures, Google Ventures, Snowflake Ventures, and Databricks Ventures.
About the Role
We are looking for a Product Expert to provide exceptional technical support to our customers.
As a Product Expert at Omni, you will use your knowledge of SQL, data analytics, and the Omni product to help customers solve data problems, learn best practices, and navigate the platform. You will be both the face of Omni, and the voice of the customer internally. You will provide personal attention and advocate for customers' needs while serving as their first line of help.
We take pride in providing stellar, high-touch technical support throughout the customer lifecycle, and the Product Expert is the face and heart of the customer experience!
You will:
Become a deep expert in the Omni product & best practices
Assist Omni's customers, potential customers, and partners via Slack, acting as the frontline as users navigate the product
Provide proactive, positive, above-and-beyond technical support, digging deeper to find creative solutions that go beyond the surface of the questions being asked
Stay up to date on the latest product improvements & roadmap
Give voice to customer needs in internal discussions with Product and Engineering.
Partner with Solutions Engineering to identify trends and proactively recommend product and tooling solutions to improve customer experience
Share deep knowledge of actual usage cross-functionally to inform how we develop and market our product.
Surface feature requests and reproduce and report bugs reported by Omni users
Contribute to our community site, sharing design patterns, solutions, and troubleshooting guides to enable self-service.
Create delightful experiences for our customers. Build trust-filled advisory relationships, and find ways to make data teams more successful.
About you
Love learning and problem solving; enthusiastic about helping and teaching others
Strong communication skills, both written and oral
Desire to work directly with customers on a daily basis
Passionate about working with and talking about data
Strong SQL skills; knowledge of SQL for analytics
1+ years experience in data analytics and/or business intelligence preferred
Why Join Us
Passionate, close-knit team with extensive experience in the space, including founders from Looker and Stitch Data
Health, dental, and vision insurance
401(k) Plan
Unlimited PTO
* This role is based in our San Francisco office, and allows for a hybrid schedule with 3 days/week in office.
$63k-115k yearly est. Auto-Apply 1d ago
Customer Success Expert
Ra 3.1
Customer service advisor job in San Francisco, CA
Why us?
You will be part of a team that believes that believes in employees success! They are a dynamic, fast growing company with great opportunities and an employee focused company culture. Join this fantastic team today and make a difference in your life and the lives of those around you!
They are an equal opportunity employer and value diversity at our company.
Job Description
Your responsibilities:
Planning and scheduling client meetings
Taking care of any client requests in a timely manner
Participating in client calls and site visits
Maintaining notes from each client interaction
Generating reports and presentations
Qualifications
We'd love to hear from you, if:
You have 2 years of experience in a professional services environment
You have 1-2 year sales experience selling solutions or consultative sales and customerservice
Education Qualification: Bachelors Degree
Work Authorization: US Citizen / Green Card Holder
Additional Information
All your information will be kept confidential according to EEO guidelines.
$80k-156k yearly est. 60d+ ago
Senior Customer Journey Consultant
Nextdeavor
Customer service advisor job in San Francisco, CA
5+ Month W2 Contract San Fransisco, CA (hybrid)
Here's how you'll become a key player with this opportunity:
Adobe's Integrated Customer Experience (ICX) team unifies frontline Sales and Support, serving as the first point of contact for customers. As a Senior Customer Journey Consultant (contractor), you'll own workstreams within high-impact strategic initiatives that shape how customers experience Adobe across channels. You will lead journey mapping, problem structuring, root cause analysis, and data-driven recommendations, and you will drive alignment with senior stakeholders to translate insights into measurable business outcomes.
You'll collaborate with stakeholders across Sales & Support Delivery, Business Operations, Product Management, Customer Data Insights & Analytics, and FP&A to evaluate current state experiences and new concepts.
Here's how you'll make an impact on the team:
Frame and structure complex experience problems, develop hypotheses, and research plans to trace root causes.
Map and diagnose current customer journeys to uncover pain points and opportunity areas, leveraging both qualitative and quantitative research.
Facilitate mystery shopper exercises, conduct interviews and discovery sessions, and drive best-in-class customer insight practices.
Synthesize research into actionable business strategies and present recommendations to leadership and cross-functional teams.
Develop models or benchmarking comparisons to support business case development and strategic decision-making.
Ensure alignment and collaboration with analytics, design, and operational partners to drive implementation of recommended solutions.
Here's what you'll need to be successful in this role:
5-7 years in customer experience strategy, management consulting, or a highly analytical role, with a track record of driving cross-functional, customer-focused initiatives from insight to execution.
Demonstrated expertise in journey mapping, qualitative and quantitative analysis, and root cause identification across multi-channel, multi-touchpoint experiences.
Process design and optimization background (experience and/or education/training/certifications).
Multi-swim-lane systems, data, people, process flow documentation experience/expertise.
Excellent communication and visual storytelling skills, with the ability to persuade and influence across teams.
Exposure to UX/UI design, service design, or experience benchmarking is preferred.
Pay Range:
$70.00 - $76.64/hour
Benefits That Matter to You:
NextDeavor offers health, vision and dental benefits for contract employees
Paid sick leave eligibility is contingent on state of residence
Optional 401k Plan (excludes employer match)
Ready to take the next step? Apply today and be part of a team that transforms businesses and fuels growth!
Apply with Pioneers here !
$70-76.6 hourly 16d ago
Customer Risk Strategy
Column 4.5
Customer service advisor job in San Francisco, CA
For companies building financial technology and transforming the financial services space, the biggest bottleneck to their growth and innovation is often the underlying banks and infrastructure stack they rely on. We have spent our careers founding and scaling companies like Plaid, Square, Meta, Blend, and Affirm, and have seen this problem firsthand - builders and developers needing to partner with traditional banks, and creating API and abstraction layers over the patchwork that is the bank, its core, and many other vendors. All of this results in a complex (and often expensive) banking supply chain involving a user, fintech, BaaS middleware provider, bank, core and the Federal Reserve.
At Column, we set out to simplify and fix this. We are a bank and a software company built from the ground up, offering builders and developers technology-forward banking solutions that cut out the hundreds of vendors, middleware providers, and abstraction layers. This means a safer, more transparent, and less costly banking supply chain. Come build with us!
The opportunity
We're looking for an all-around business athlete to join our Customer Risk Strategy team! You don't need to be an expert in banking or risk on day one - we are seeking a candidate who is excited about disrupting financial services and willing to utilize their highly strategic, operational, and product-oriented mindset to help drive continuous improvements across our existing operations. Your work will help Column deepen its relationships with its fintech partners by effectively managing our forward-thinking, strategic, and highly efficient risk programs (a critical differentiator for Column!) to ensure we scale safely. This is a unique entry point into the world of risk at a high-growth fintech company, where you'll gain skills and experience that few others can offer.
This role is a great fit for someone excited to blend strategic problem-solving with hands-on execution. While part of your work will focus on crucial operational aspects of managing risk (oversight and monitoring of our fintech partners), every project you lead will directly influence our ability to grow Column's business relationships so they remain strong and resilient.
This role will report directly to our Head of Regulatory Affairs and will partner closely with leaders across engineering, business, legal, compliance, operations, and go-to-market teams. This role is based in-person at our Presidio office in San Francisco (3-4 days/week).
What you'll do
Manage oversight of Column's Fintech Partners: Ensure effective ongoing oversight processes by reviewing key program metrics to identify trends, outliers or key risk indicators that require further investigation.
Support evaluation of partnership expansions. As Column's relationships with its Fintech Partners grow and expand, you will be responsible for working with our business team to manage these expansions, working closely with internal SMEs to evaluate and document key risk and compliance considerations.
Design and implement new processes: Maintain a growth mindset by helping members of the Column's risk and compliance organization identify and develop potential process improvements as the our partnership activities continue to expand.
Drive development of key metrics and reporting: Work closely with the Column's senior leadership team on developing new metrics and providing periodic reporting on Column's partnership activities to executive management and the Board of Directors.
What you'll need to be successful
2-3 years of experience in high-growth environment, including management consulting, financial regulatory agency, financial services and/or fintech company
Ability to jump into new situations, with a willingness to learn quickly and help solve problems
Hyper-organized approach to project management, including coordinating efforts across multiple teams; comfort juggling multiple projects and priorities is critical
Scrappy, roll-up-your-sleeves attitude - we thrive because we work harder, are more creative, and have zero ego when it comes to getting our hands dirty to build a business
Attention to detail and a commitment to accuracy
Familiarity with the banking and fintech industries is preferred, but not required - an interest in becoming an expert in finance, risk, compliance, and technology, however, is a must
Excitement about working in a fast-paced, deeply cross-functional space
What you'll get from us:
🏥 Comprehensive health, dental, and vision plans, including options that are 100% covered by Column for you and 100% covered for your dependents!
🐣 Comprehensive family planning and fertility benefits via partnership with Carrot, including reimbursement of up to $20,000 in qualified expenses
🏡 Up to $2,000 (post-tax) monthly rent subsidy for employees living within 2 miles of Column's office
💳 FSA and HSA account options to enable use of pre-tax money for medical and dependent care expenses
📈 401k plan, including self-directed brokerage options
🌴 Flexible time-off policy - take the time off that you want and need to relax and recharge
👶 100% paid parental leave, including 16 weeks for birth mothers, 12 weeks for primary caregivers, and 8 weeks for secondary caregivers
😇 Up to $4,500 in annual reimbursements for backup childcare
🍽️ Catered lunches and dinners for SF employees
🚆 Commuter benefits, including paid transportation to-and-from the office
🎉 Regular team building events, including annual offsite
Pay transparency:
Compensation packages at Column include base salary, equity, and benefits. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.
The annual base salary range for this role is $115,000 - $130,000 + equity.
We look forward to hearing from you
Column is committed to working with the best and brightest people from the broadest talent pool possible. We value bringing together a team with different perspectives, educational backgrounds, and life experiences, and believe a diversity of ideas is what allows us to develop the best solutions. All qualified individuals are encouraged to apply.
If you need assistance or a reasonable accommodation during the application and recruiting process, please reach out to accommodations@column.com.
We participate in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program here.
$115k-130k yearly Auto-Apply 60d+ ago
Customer Service Reps / Associate / Specialist
Pharmacyclics, An Abbvie Company
Customer service advisor job in San Francisco, CA
Job Responsibilities
Are you dependable?
Are you looking for more?
If you answered yes then Pharmacyclics is looking for you!
We are an industry-leading and continuously growing company, and the right individual can grow with us! We're looking to add enthusiastic CustomerService Reps / Associate / Specialist for full-time and part-time positions immediately! We're seeking empathetic individuals who can support management and also interact with our vendors & customers while providing and maintaining quality, “best-in-class” customerservice.
We offer a competitive compensation and benefits package including health, dental, vision, life insurance, paid time off and 401k. When you join Pharmacyclics as a CustomerService Rep, you will have the opportunity to make a difference in the life of customers.
Essential Duties:
Process orders, forms, applications, and requests.
Keep records of customer interactions, transactions, comments and complaints.
Communicate with customers and vendors through various channels.
Respond promptly to customer inquiries and provide feedback on the efficiency of the customerservice process.
Acknowledge and resolve customer complaints.
Ensure customer satisfaction and provide exceptional customer support.
Salary: $18.50 to $22.00 /hour. Based on Performance and Experience.
Apply today for an opportunity to be a part of a great team with an innovative company!
***NB: Candidates applying should send a resume to our HR desk ***[email protected]*** and we will get back in touch ASAP!
Skills Required
Requirements:
High school diploma, general education degree or equivalent.
Ability to stay calm when customers are stressed or upset.
Ability to multi-task, prioritize, and manage time effectively.
Customer orientation and ability to adapt/respond to different types of characters.
Ability to meet required goals and quotas.
Positive and service-oriented attitude.
$18.5-22 hourly 60d+ ago
Customer Growth Intelligence Consultant
Backblaze 4.5
Customer service advisor job in San Mateo, CA
Backblaze is the object storage leader in the open cloud movement, fueling customer success with cloud storage built purposefully to unlock budgets, unburden administrators, and unleash innovators. Together with our partners, we're helping customers break free from the restrictive, overpriced legacy solutions that hold them back, and blaze forward with the full power of the open cloud in their hands.
Founded in 2007, we scaled the business with less than $3 million in outside funding until 2021, when we did a traditional IPO on the Nasdaq stock exchange. Today, Backblaze generates over $100m in revenue and is the leading specialized storage cloud - managing over three billion gigabytes of data storage for 500K+ customers in 175+ countries, including businesses, developers, IT professionals, and individuals.
But while there is a lot to celebrate in our past, there is almost as much opportunity ahead of us. We are seeking a Customer Growth Intelligence Consultant to join our growing team!
About The Role:
Backblaze is engaging a Customer Growth Intelligence Consultant for a focused, 10-12 week engagement to design and operationalize the data, signals, and programs needed to identify which customers are ready for expansion - and how to act on it at scale.
This is a build-and-enable role, not a steady-state operations position. You will work hands-on across data sources, systems, and workflows to create durable insights, automation, and reporting that powers post-sales growth across Customer Success, Support, Sales, and Marketing.
Success in this role means that by the end of the engagement; Backblaze has clear expansion signals, scalable digital motions, automated insights, and role-based routing that internal teams can own long-term.
What You'll Do:
Customer Signals & Expansion Intelligence
Design and launch a Weekly Customer Signal Digest combining:
Product usage trends
Intent data (e.g., G2, ZoomInfo)
Support signals (Zendesk)
Role-based recipient target alignment
Commercial activity (Salesforce, Gong)
Define clear “ready for expansion” indicators based on usage growth, intent strength, engagement patterns, and support signals.
Create tiered customer segmentation blending usage, intent, account profile, and lifecycle stage.
Data Integration & Analytics Foundation
Pull, normalize, and analyze data from:
Product usage systems
Salesforce (accounts, opportunities, renewals)
Zendesk (ticket volume, sentiment, severity)
Gong (commercial and relationship signals)
Tableau or BI tools
Build a usage forecasting model to project customer growth, consumption patterns, and expansion potential.
Ensure insights are explainable, scalable, and operationally useful.
Dashboards & Executive Visibility
Create or enhance dashboards that surface:
Expansion-ready accounts
Growth vs. risk signals
Usage acceleration or saturation trends
Segment-level opportunity insights
Design reporting for multiple audiences, including CS leadership, CSMs, growth roles, and executives.
Ensure outputs are actionable and usable for executive reporting, CSM prep, sales handoffs, and customer-facing discussions.
Digital & Scaled Growth Programs
Design and automate digital expansion programs, in partnership with Marketing and Customer Success, including:
Trigger-based outreach
Usage-driven campaigns
Intent-based plays
Build automated routing logic to direct expansion signals to the appropriate role, including:
High-touch CSMs
Pooled or digital CS roles
Technical or support-led motions
Customer Summaries & Enablement
Build automated, QBR-style customer summaries at scale that combine:
Usage insights
Support history
Relationship and engagement signals
Expansion indicators
Ensure summaries are easy to consume and reusable across internal and customer-facing workflows.
Deliver clear documentation and handoff materials to enable long-term ownership by internal teams.
The Right Fit:
6-10+ years in Customer Success Analytics, Revenue Analytics, or Growth Intelligence roles
Strong experience working across post-sales data (usage, support, intent, CRM)
Hands-on Salesforce experience, including workflows and routing logic
Experience building forecasting models and customer segmentation frameworks
Familiarity with tools such as Zendesk, Gong, ZoomInfo, G2, Tableau, or similar
Strong analytical skills with the ability to translate complex data into actionable insights
Comfortable operating independently in a fast-moving, ambiguous environment
Highly execution-oriented - you build, test, and ship
Systems thinker who connects data, signals, and actions
Pragmatic and outcome-focused
Strong cross-functional collaborator
Disciplined about documentation and clean handoffs
To provide greater transparency to candidates, we share base pay ranges for all US-based job postings regardless of state. We set standard base pay ranges for all roles based on function, level, and country location, benchmarked against similar-stage growth companies. Final offer amounts are determined by multiple factors, including candidate location, skills, depth of work experience, and relevant licenses/credentials, and may vary from the amounts listed below.
The pay range for this contractor position is $57 - $83 per hour.
At Backblaze, we value being fair and good to our customers, partners, and employees. That's why diversity, equity, and inclusion are at the core of our values. We are committed to fostering a workforce where all employees feel a sense of belonging regardless of race, ethnicity, nationality, gender, sexual orientation, age, religion, socio-economic status, ability, veteran status, and education. We believe that our dedication to cultivating a diverse workspace not only allows us to better serve our customers in over 175 countries, but further reinforces our commitment to doing the right thing. We are proud to be an Equal Opportunity Employer.
To understand more about the data we collect and process as part of your application, please view our Backblaze Employee Privacy Notice.
How much does a customer service advisor earn in San Rafael, CA?
The average customer service advisor in San Rafael, CA earns between $29,000 and $46,000 annually. This compares to the national average customer service advisor range of $26,000 to $39,000.
Average customer service advisor salary in San Rafael, CA