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Manager, Salesforce CRM (Operational Lead)
Apryse
Customer service specialist job in Charlotte, NC
The Role: Apryse is seeking a Manager of Salesforce CRM (Operational Lead) who brings strong, hands-on Salesforce expertise, can oversee day-to-day activity, and has the aptitude to grow into a broader leadership role. This role is ideal for a high-performing senior admin who enjoys solving problems, driving improvements, and supporting a cross-functional team - not someone who needs everything defined or mapped out for them.
You will be the player/coach of the Salesforce Admin function: Executing configuration work, supporting the business, guiding junior admins/contractors, and ensuring our core GTM systems run smoothly. You should thrive in ambiguity, collaborate well with others, and bring a proactive, positive attitude every day.
This is not a "big strategy" role - it's a day-to-day operational leadership role for someone who can think clearly, communicate well, and keep the engine running while also spotting opportunities to improve process, quality, and user experience.
Please note that candidates must be able to work Eastern Standard Time (EST) hours, as the position requires leadership and support across a global team.
Responsibilities:
Team & Workflow Leadership
Serve as the operational lead for the Salesforce Admin team (player/coach model).
Oversee workload management, ticket triage, prioritization, and day-to-day issue resolution.
Provide guidance, feedback, and support for junior admins and contractors.
Help build the team from the ground up - including processes, norms, and expectations.
Hands-On Salesforce Administration
Perform and oversee configuration across Sales Cloud, Service Cloud, and CPQ as needed.
Build and optimize: flows, fields, objects, validation rules, record types, permissions, and layouts.
Maintain org structure, documentation, data hygiene, and change management standards.
Conduct quality checks and ensure changes follow defined deployment processes.
Support Salesforce CPQ in a day-to-day operational capacity (pricing, product rules, approvals, troubleshooting).
Spot opportunities for cleaner configuration, process efficiency, and error reduction.
Collaborate with Sales Ops, Finance, and RevOps to resolve quoting issues quickly.
Systems Oversight & Improvement
Monitor system health, integrations (e.g., Boomi), and automation behavior daily.
Identify patterns, risks, and improvement opportunities across the CRM ecosystem.
Recommend tactical enhancements to reduce friction, improve usability, and increase data reliability.
Work through ambiguity and help shape clearer processes as the environment evolves.
Cross-Functional Collaboration
Partner closely with Sales, CS, Finance, Legal, Marketing Ops, and RevOps on requests and enhancements.
Translate business needs into clear tasks or configuration changes.
Communicate with calm, clarity, and confidence - even when navigating incomplete information.
Requirements:
8+ years of Salesforce admin experience
Solid understanding of CPQ, Sales Cloud, and a strong understanding of the GTM tech ecosystem
Experience guiding or mentoring admins/contractors
Strong communication skills across business and technical audiences
Experience with release management, sandboxes, and deployments
SaaS or high-growth company experience preferred
Hands-on builder who takes pride in accuracy and best practices
Salesforce Certifications: Admin, Advanced Admin, Platform...etc.
Benefits:
Competitive salary commensurate with experience and qualifications.
A comprehensive extended benefits package including health, dental and vision for you and your family, with company paid offerings.
401K savings program with company match.
Generous paid time off (PTO) is offered to support the ability to rest and recharge.
A great team environment and resources, supporting you to do the best work of your life and providing unlimited career growth potential.
Highly autonomous and entrepreneurial environment.
Annual recurring WFH allowance for you to purchase items you need for your home office.
Ongoing support for learning development so you can master your craft.
Work with the hardware you're most comfortable with (Windows or Mac).
Diverse and inclusive workplace where we all learn from each other.
Company Description
As the industry-leading provider of document software development (SDK) technology powering everything from traditional desktop software to innovative web and mobile applications, at Apryse we are committed to delivering cutting-edge technology solutions that empower our clients to achieve their goals. With a broad international portfolio of combined companies, products, and leading technologies, we are actively changing the way the world works with documents to make work better and life simpler.
Customers like IBM, Autodesk, DocuSign, Boeing, Microsoft (and many more!) come to us to realize their web and mobile strategies for document management, editing, and collaboration as the #1-ranked commercial document SDK of choice for companies worldwide. As a result, you can find our document technology in thousands of solutions, including those of household names, used by millions across virtually every industry. Our XODO app alone has 25M unique installs -- and counting -- and the highest ratings among PDF productivity apps on the largest online app marketplaces.
Ready to join our team?
If you are interested in helping Apryse deliver on its commitments and taking your career to the next level, we invite you to apply online now. Additionally, we view the above section as a guide, not a checklist. We welcome diverse and non-traditional backgrounds and encourage you to apply even if you do not have every requirement listed.
The compensation for this position is commensurate upon experience, with a range between $95,000.00-$128,000.00 USD in on target earnings.
We are committed to a work environment that is inclusive to all and free of discrimination. It is our policy to be an equal opportunity employer without regard to race, color, religion, sex, age, national origin, disability, sexual
$95k-128k yearly 8d ago
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Customer Service Assistant
Alphabe Insight Inc.
Customer service specialist job in Charlotte, NC
About Us At Harvest Evo, we are dedicated to delivering excellence through innovation, precision, and genuine partnership. Our mission is to empower businesses with solutions that promote growth, efficiency, and long-term success. As a company built on integrity and collaboration, we take pride in creating a professional environment where every team member is valued and inspired to thrive.
Job Description
We are seeking a CustomerService Assistant to join our dedicated team in Charlotte. This role focuses on supporting customers through clear communication, efficient problem-solving, and a commitment to outstanding service. The ideal candidate will demonstrate professionalism, adaptability, and a customer-oriented mindset.
Responsibilities
Respond to customer inquiries via phone, email, and internal systems with accuracy and courtesy.
Assist in processing orders, tracking shipments, and resolving service-related issues.
Maintain detailed and organized records of client interactions.
Collaborate with internal departments to ensure customer satisfaction and timely resolution of concerns.
Contribute to improving processes and overall service efficiency.
Qualifications
Qualifications
Excellent written and verbal communication skills.
Strong organizational and multitasking abilities.
Detail-oriented and reliable in maintaining confidentiality and accuracy.
Proficiency in basic computer and office software.
Positive attitude and a team-focused mindset.
Additional Information
Benefits
Competitive salary range of $46,000 - $50,000 per year.
Opportunities for professional growth and advancement.
Supportive and inclusive work environment.
Comprehensive training and development programs.
Full-time, on-site position with stable career potential.
$46k-50k yearly 8d ago
Client Specialist
Barry's 3.7
Customer service specialist job in Charlotte, NC
We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, citizenship or immigration status, or any other legally recognized protected basis under federal, state, or local law. Applicants with disabilities who need assistance with the application process may be entitled to a reasonable accommodation in accordance with applicable law. If you need assistance in completing this application or with the application process because of a disability, please contact the People and Culture Department (*****************).
Barry's is the Best Workout in the WorldTM. Founded in West Hollywood in 1998, it's the original strength and cardio interval fitness experience that provides an immersive, high-intensity, one-hour workout that's as effective as it is fun. Our fitness classes alternate between working out with weights and running on a treadmill. Each day focuses on a different muscle group in order to achieve real results and to prevent injuries. Our program is designed to tone muscle and maximize fat loss, while spiking the metabolism for up to 48 hours following the class.
Please be aware that smoking is prohibited in all indoor areas of Barry's studios and corporate offices.
About the Role
Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar.
What You'll Do
Front Desk Responsibilities:
* Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience
*
Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service
Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand
Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time
Assist clients, building individual connections, and providing direction with any questions or concerns
Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner
Deliver first class client experience at all times
Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed
Guide clients with regards to the latest studio promotions, membership discounts and/or special events
Maintain product knowledge for all studio retail operations
Participate in all relevant training and development programs and meetings as directed by Operations leaders
* Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements
Fuel Bar Responsibilities:
* Deliver quality protein smoothies and customerservice in the Fuel Bar
*
Handle pre-orders and orders on the spot, custom to each client's needs
Assist clients with questions and product selection
Complete client's orders in a timely manner utilizing a POS transaction
Maintain fuel bar department areas clean and sanitized
Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations
Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy
Prepare various fuel bar goods following company recipes
Facility Maintenance:
Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors
Support in cleaning and maintaining of locker rooms to brand standard as directed
Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas
Conduct small studio repairs when appropriate
Laundry services, including collecting, washing, and folding towels
Adhere to daily and weekly cleaning and maintenance checklists
CustomerService:
Ensure all existing and new clients are provided with the highest level of hospitality
Maintain client database and utilize information to increase client contact
Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools
Qualifications
Strong hospitality skills and alignment with Barry's Mission, Vision and Values.
Ability to work either a full-time or part-time schedule
Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs.
Friendly, outgoing personality and enjoy social interaction
Exhibits enthusiasm for the studio and for the job
Must be a patient, courteous listener, able to show empathy
Responding to clients request with a can-do attitude
Cooperative manner with a focus on team culture.
Ability to prioritize and work within a fast-paced environment
Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment
Have an eye for detail and care for the studio's appearance and cleanliness
Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness
Maintain a professional appearance and behavior
Demonstrate excellent communication skills
Candidates must be at least 18 years or older to apply
$40k-75k yearly est. 8d ago
Client Relationship Specialist
Brightway 4.4
Customer service specialist job in Charlotte, NC
About Brightway Established in 2008 Brightway has grown to become one of the largest privately owned propertycasualty insurance distribution companies in the US with more than 350 agencies in 38 states and more than 14 billion in annual premiums Brightway is a purpose and core value driven organization We provide a blueprint for a future proofed life Through our successful model agency owners focus on protecting their clients most important assets through consultation curated choice and confidence While Brightway focuses on our agency owners through back office marketing support and constant learning and development Additionally Brightway builds integrates and launches best in class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success Scope The Engagement Center ensures that Brightway clients receive exceptional service This position provides a broad range of insurance related customerservice and business development support by cultivating maintaining and enhancing an organizations relationships with its clients & Agency Owners This role contributes to Brightways retention and community building efforts with carriers ensuring seamless service delivery This individual will play a pivotal role in ensuring that clients feel valued and understood which is crucial to fostering long term loyalty and satisfaction Job Responsibilities Client Interaction & Support Manage inbound requests via phone email and other communication channels ensuring timely and effective resolutions Provide exceptional service by addressing inquiries processing requests and resolving concerns with professionalism and efficiency Documents interactions accurately in CRM and other systems Sales & Retention Proactively engage and maintain relationships with clients through outbound calls to offer additional products policy reviews and solutions tailored to their needs Implement upsell and cross sell opportunities to drive business growth while ensuring client satisfaction Drive policy renewals and retention efforts by educating clients on coverage options and benefits Process Improvement & Collaboration Leverage emerging technology to streamline workflows improve efficiency and enhance the client experience Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies Collaborate with internal teams and external agents to improve service quality and operational effectiveness Skills Licenses Certifications Must obtain a personal lines insurance license within 60 days of employment Strong customerservice mindset with a passion for delivering exceptional experiences Ability to learn and effectively use Brightway systems CRM tools and insurance platforms High level of accuracy attention to detail and ability to multitask in a fast paced environment Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers Analytical problem solving skills with the ability to assess customer needs and present logical solutions Demonstrated ability to work both independently and as part of a team contributing to shared goals Tech savvy with a willingness to adopt and leverage new tools and processes Education and Experience This position requires a bachelors degree and 2 4 years experience in a customerservice or sales environment Education or experience focused on insurance risk management or entrepreneurship is preferred but not required This position is onsite in Charlotte North Carolina Equal Employment Opportunity Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals We are an equal opportunity employer and do not discriminate based on race color national origin sex age disability religion sexual orientation gender identity or any other characteristic protected by applicable law We believe that a diverse workforce is essential to our success and fosters innovation creativity and collaboration We are dedicated to ensuring that our hiring promotion and training practices reflect this commitment We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve
$36k-58k yearly est. 8d ago
Customer Service Associate
American Signature, Inc. 4.5
Customer service specialist job in Charlotte, NC
At American Signature Inc., we believe everyone has the right to a well-furnished life. Every day, our customers embark upon their personal style journey-an adventure. To that purpose, we are committed to providing our customers with an easy and fun furniture shopping experience. The CustomerService Associate is critical in ensuring we meet that goal. This person serves customers by answering questions, forwarding messages, confirming orders, scheduling deliveries and keeping customers informed of their order status. The CustomerService Associate is responsible for executing all office operations.
Some of the functions the CustomerService Associate will perform:
Embodies our values: Adventure Guides, Serve Others and Own It
Assists in fostering an energetic and positive working environment
Frequently communicates with customers via phone
Partners with all team members to create an easy transaction and great in home delivery service
Develops strong relationships with customers who shop with us in-store and online
Listens to the customers' needs and presents possible options
Requirements
The Ideal Candidate will have, among other skills and abilities:
High school diploma or general education degree (GED); or equivalent combination of education and experience
Ability to read, write and comprehend simple instructions, short correspondence, and memos
Ability to effectively present information in one-on-one and small group situations to customers and team members
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Demonstrated ability to handle customer calls displaying good phone skills
Track record of serving others and putting team goals first
Owners mindset; takes ownership over everything within scope of responsibility
Embody an adventure guide; passion for the business, bringing curiosity and innovation to the job
Proactive approach; identifies and solves problems
Adaptability; flexible to shifting priorities and a changing environment
Desire to continuously improve
If you are selected for an interview, a formal job description is available. Your interviewer can answer any questions you may have about your role in our company.
$20k-26k yearly est. 8d ago
Customer Care Manager
Brightspeed
Customer service specialist job in Charlotte, NC
At Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwest and South. Backed by funds managed by Apollo Global Management, our vision is to accelerate the upgrade of copper to fiber optic technologies, bringing faster and more reliable internet service to many rural markets traditionally underserved by broadband providers, while delivering best-in-class customer experience.
Be a part of the team that will make this vision a reality...designing and building a world class fiber network and creating a customer experience second to none.
Check us out on the web!
Job Description
Brightspeed is looking for a driven, creative, experienced, and energetic leader to join our team and help support our life and safety customers.
Operating in a highly cross-functional environment, the Customer Care Manager is influential and has an ability to make an immediate, significant impact on the business. You will focus on supporting and large revenue customer accounts. You will be the primary point of contact for all the customer technical, operational, and escalated issues.
As a Customer Care Manager, your duties and responsibilities will include:
The Customer Care Manager is the single point of contact for strategic revenue customer accounts with complex product needs. In this position, you will proactively manage customers' service needs ensuring the highest level of satisfaction, exceeding deliverables and timelines within the Customer Journey.
Manage interactions from the order origination through revenue assurance
Promote revenue growth, retention, and overall client satisfaction
Provide support, coordination, and guidance on client and service delivery processes
Serve as the escalation point for customer inquiries and issues
Includes: order origination and validation, project management, service scheduling, technical customer account management, MACD handling, billing and revenue assurance
Communicates order status and governance via client facing communication
Meet learning, development and personal growth objectives to provide a superior customer experience
Deliver data and feedback to other internal organizations on chronic performance issues and recommendations
Provide Client Business Reviews on a recurring basis, no less than bi-annually
Support Service Assurance and Repair in Network Service Review (NSR) presentation to client
Initiate mitigation strategies to optimize customer solution delivery
Collaborate with Sales and Operations ecosystem to execute a connected Customer Journey (LBGUPS - Learn, Buy, Get, Use, Pay, Support)
Professional Success Competencies:
Communicating- Conveying information and ideas to others in a convincing and engaging manner through a variety of methods, both internal and external.
Problem Solving and Decision Making - Identifying issues, problems, and opportunities; obtains and compares information from various sources to draw conclusions, develops and evaluates alternatives and solutions, solves problems, & chooses a course of action.
Driving for Results - Setting ambitious standards of performance for self and the overall team; responsibility for work goals; initiates, focuses, and monitoring the efforts; proactively acting, and going beyond what is needed.
Client & Partner Relationships - Developing and sustaining relationships based on an understanding of client, partner and stakeholder needs and actions.
Qualifications
WHAT IT TAKES TO CATCH OUR EYE:
Bachelor's Degree and/or minimum of 10 years in the telecommunications industry
Must have customer facing experience in a similar role at a prior telecommunications company supporting large revenue Enterprise and Wholesale customer base
Executive level presence and able to communicate with client stakeholders
Extensive knowledge of TDM and IP based voice and data services
Must be able to work in a fast-paced environment, and work collaboratively with marketing, sales, and channel management colleagues to support revenue growth.
Must have strong personal leadership skills and is a professional, responsive, and a good team player
Ability to work under pressure to tight deadlines
Strong customer focus and excellent attention to detail
#LI-MH1
Additional Information
WHY JOIN US?
We aspire to contemporary ways of working.
Recognized as a Top Workplace by the Charlotte Observer, Brightspeed HQ is located on the 7th floor of the new Vantage South End - East Tower in Charlotte, NC. We prioritize hiring talent in the Charlotte area, whenever possible, to make it a truly vibrant destination for our hybrid workforce. At Brightspeed, we have roles that are designated as remote, hybrid, office or field-based, depending on the position, business needs and individual circumstances. We also invest in technology that enables our entire team to stay connected. Why? Because Brightspeed recognizes the value of finding the best talent for the job, wherever they may be.
We offer competitive compensation and comprehensive benefits.
Our benefits and paid time off programs reflect our underlying belief in promoting overall wellness through physical, emotional and financial health. Brightspeed offers a comprehensive benefit program, including competitive medical, dental, vision, and life insurance; an employee assistance program; a 401K plan with company match and a host of voluntary benefits.
Inclusion and belonging are at the center of our grounding belief in Being Real.
When we bring our authentic selves to work, everyone is better as a result. A diverse team helps us be fierce advocates for more accessible, inclusive and high-quality internet, because we believe doing so promotes equity in the communities we serve.
Brightspeed is an Equal Opportunity Employer that is committed to inclusion of all qualified individuals, including individuals with a disability/veterans. If you require reasonable accommodation to complete a job application or to otherwise participate in the hiring process, please contact taaccommodationrequests@brightspeed.com to initiate the accommodations process.
For all applicants, please take a moment to review our Privacy Notices:
Brightspeed's Privacy Notice for California Residents
Brightspeed's Privacy Notice
Videos To Watch
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$32k-50k yearly est. 4d ago
Customer Service Representative
LHH 4.3
Customer service specialist job in Charlotte, NC
LHH is seeking a contract position, with potential for permanent employment, to support day-to-day customer interactions and administrative support functions within a fast-paced environment. This role is ideal for candidates with strong communication skills who enjoy problem-solving and delivering a high level of service.
Key Responsibilities:
Respond to customer inquiries via phone, email, or internal systems
Provide order status updates, resolve issues, and escalate concerns as needed
Enter and maintain accurate customer and order information in internal systems
Coordinate with internal teams to ensure timely and accurate responses
Assist with general administrative and customer support tasks
Maintain professionalism and a customer-focused approach in all interactions
Qualifications:
Previous customerservice or call center experience preferred
Strong verbal and written communication skills
Ability to multitask and manage priorities in a fast-paced setting
Proficiency with Microsoft Office or similar systems preferred
Position Details:
Employment Type: Contract-to-Hire
Pay Rate: $18-$20 per hour, based on experience
Schedule: Full-time
$18-20 hourly 3d ago
Client Service Representative
Howden 4.0
Customer service specialist job in Charlotte, NC
Why Join Howden US?
At Howden, we're not just building a business- We're rewriting the rules of what a global insurance broker can be. And now, it's your turn to be part of something extraordinary. From three people and a dog to over 22,000 employees across 56 countries, we've grown into a $4bn revenue powerhouse with bold ambition: to become a $13bn business with 40,000 people by 2030.
We're launching our US retail platform with the same entrepreneurial spirit that's driven our success worldwide- and we're looking for trailblazers to help shape the future.
Why Howden?
You'll Own It
With 6,000 employee shareholders owning 34% of the company, our unique ownership model means you're not just joining a team-you're building a business you truly own.
You'll Be Empowered
We're a destination for talent where people are trusted to look after their clients and grow together. You'll have the freedom to lead, backed by global scale and local expertise.
You'll Be Part of Something Bigger
Our integrated platform spans broking, reinsurance, and MGA capabilities-giving you access to everything you need to deliver for clients and build something remarkable
We have always been employee-owned and driven by entrepreneurial spirit. Right from the beginning, we've focused on employing talented individuals and empowering them to make a real difference to the company, whilst building successful and fulfilling careers at the same time. Simply put, we hire talented specialists and give them what they need to make a difference for clients. Always have, always will.
What is the role?
The Client Service Representative plays a critical role in supporting the end-to-end client lifecycle-from onboarding through renewal and ongoing service. This role partners closely with Account Executives and Account Representatives to ensure timely, accurate, and compliant delivery of client documentation and service requests.
You will serve as the operational backbone of the client team, coordinating with carriers, accounting, and internal service teams to ensure seamless execution and an exceptional client experience. The Client Service Representative combines strong attention to detail with proactive communication and problem-solving skills to maintain client satisfaction and operational excellence.
What will you be doing?
Client Onboarding & Data Management
Collect and organize client data to support onboarding, renewals, and program changes.
Maintain accurate records in internal systems, ensuring data integrity and audit readiness.
Assist in setting up new client accounts, verifying information, and coordinating across teams for a smooth onboarding experience.
Placement & Renewal Support
Prepare renewal materials, marketing submissions, and side-by-side coverage comparisons to support placement activities.
Coordinate with clients and carriers to gather, validate, and reconcile exposure data and program details.
Track key renewal milestones and ensure timely completion of all deliverables.
Proposal & Binding
Develop draft client proposals, including financing options, coverage summaries, and supporting documentation.
Facilitate the binding process by coordinating with carriers and ensuring all program details are accurately captured in systems.
Verify accuracy of binders, endorsements, and policy confirmations before delivery to clients.
Billing & Accounting Coordination
Partner with accounting teams to manage invoices, allocations, and fee agreements.
Ensure compliance with internal controls and regulatory requirements, including surplus lines tax filings.
Investigate and resolve billing discrepancies promptly, maintaining clear communication with clients and internal stakeholders.
Policy Issuance & Documentation
Deliver policies, certificates of insurance (COIs), and Auto ID cards to clients accurately and on time.
Review endorsements, renewals, and policy documents for completeness and accuracy.
Maintain organized documentation in line with audit, compliance, and data standards.
Ongoing Client Service
Support mid-term adjustments and policy changes, ensuring timely confirmation and documentation to clients.
Conduct audit checks and assist with ad hoc client reporting or analysis as requested.
Respond promptly to client inquiries, providing clear, professional, and solution-oriented communication.
Key Skills & Competencies
Client Focus: Committed to delivering timely, accurate, and high-quality service.
Organizational Skills: Able to manage multiple deliverables and priorities with attention to detail.
Communication: Strong written and verbal communication for collaborating across clients, carriers, and internal teams.
Problem-Solving: Skilled at identifying issues and resolving them efficiently and diplomatically.
Technical Proficiency: Comfortable working in insurance management systems (Epic, AMS360, or similar) and Microsoft Office tools.
Team Collaboration: Works effectively as part of a client service team, demonstrating reliability and initiative.
Qualifications
Bachelor's degree in Business, Insurance, or a related field; or equivalent work experience.
2+ years of experience in insurance operations, client servicing, or administrative support preferred.
Familiarity with Certificates of Insurance, policy documentation, and billing procedures a plus.
Strong organizational and communication skills with a client-service orientation.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
Experience with insurance agency management systems (Epic, CSR24, AMS360, or similar) preferred.
What do we offer in return? A career that you define.
Our business succeeds by allowing our people to make a mark in the areas they care about most: personal development, volunteering, and fundraising for charity, or creating new insurance products that address society's greatest challenges. And we know that separate home and work lives don't really exist. If you're happy and healthy at home, you're more likely to be happy and fulfilled at work - and vice versa. That's why we do our best to support our people in every aspect of their lives.
Diversity and Inclusion At Howden we value diversity - there is no one Howden ‘personality type'. Instead, we're looking for individuals who share the same values as us:
Our successes have all come from someone brave enough to try something new
We support each other, in the small everyday moments and the bigger challenges
We are determined to make a positive difference, at work and beyond
We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect - regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status, or family circumstances.
Our sustainability promise
We're on a life-long journey to become an ever-more sustainable group. It's a commitment to taking care of our people and the world we live in, to doing good business, and to making a positive impact wherever we can. Our governance processes, company policies, and review systems are all geared towards our goal of making a positive impact in the world. You can read more about our sustainability work here.
$27k-47k yearly est. 1d ago
Customer Service Manager - State Farm Agent Team Member
Ashley King-State Farm Agent
Customer service specialist job in Fort Mill, SC
Benefits:
Bonus based on performance
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Requirements
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
People-oriented
Organizational skills
Self-motivated
Dedicated to customerservice
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to effectively relate to a customer
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
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.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
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.
Maintain a strong work ethic with a total commitment to success each and every day.
Position Overview
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of CustomerService Manager - 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.
As an agent team member, you will receive...
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my agency
$29k-53k yearly est. 8d ago
Nutrition Care Representative- Atrium Health Cabarrus- FT
Advocate Aurora Health 3.7
Customer service specialist job in Concord, NC
Department:
11903 Atrium Health Cabarrus - Food and Nutrition
Status:
Full time
Benefits Eligible:
Yes
Hours Per Week:
40
Schedule Details/Additional Information:
Varies
Pay Range
$18.85 - $28.30
Summary
Ensures patients are served appropriate meals in accordance with the physician diet order. May be assigned as a host or hostess to explain patient meal service to patients. Works in the dishroom performing duties in cleaning and ensuring sanitation and safety of the department.
Job Description
Essential Functions
* Transports and serves meals to patients on nursing units.
* Assembles patient trays in the kitchen according to the physician diet order and patient meal selections.
* Answers the telephone in the call center and enters the patient meal selections into the diet office software.
* Works in the dishroom washing pots and utilizing the dish machine to wash patient and cafeteria dishes.
* Delivers supplies to nursing units or other departments.
Physical Requirements
Must be able to lift a maximum of 35 pounds with frequent lifting and carrying up to 25 pounds. Pushing 350 pounds on carts up and down ramps. Repetitive motions such as turning, bending, lifting, pushing, pulling and twisting. Requires standing and walking for extensive periods of time.
Education, Experience and Certifications
High School Diploma or GED preferred. Must have basic math skills. Must be trainable on the diet office software and hospital information system. Must be able to use the printer, telephone, copier and calculator.
Our Commitment to You:
Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including:
Compensation
Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training
Premium pay such as shift, on call, and more based on a teammate's job
Incentive pay for select positions
Opportunity for annual increases based on performance
Benefits and more
Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program
About Advocate Health
Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation's largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.
$18.9-28.3 hourly 2d ago
Service Specialist
Bass Pro Shops 4.3
Customer service specialist job in Charlotte, NC
The ServiceSpecialist assists in all aspects of Service Department operations including unit inventory procedures, pre-delivery inspection (PDI) and delivery orientation. Position may also assist customers requiring service or warranty repairs for t Specialist, Service Manager, Operations, Retail, Delivery, Warranty, Management
$28k-33k yearly est. 8d ago
Customer Retention Specialist
CPI Security 4.7
Customer service specialist job in Charlotte, NC
CPI Security, a leader in the security and automation solutions industry, is looking for a Customer Retention Specialist to join our growing team at our headquarters in Charlotte, NC! We are more than “just a security company,” and we offer more than “just a job.” CPI's mission is to protect our customers while providing world-class service and peace of mind. That's not something you can bottle up and sell - it's a feeling and a comfort our customers are guaranteed by our Customer Retention Specialists.
What You'll Do:
Provide fantastic customerservice focused on dispute resolution and overcoming challenges
Build value in the CPI brand to drive long term relationships with customers as a leading competitor in Security and Home Automation industry.
Provide solutions-based approaches to retain customers who are considering service cancellation.
Champion the customer care process, which includes, troubleshooting technical issues, answer questions or concerns regarding systems or services.
Problem solve as you quickly identify the root cause of customer issues, pinpoint strategies to eliminate those issues, and work with customer to retain them.
Consistently improve retention rates and achieve retention goals.
Handle each call with empathy, compassion, and professionalism to ensure excellent customerservice.
What We're Looking For:
Upbeat personality and a fun, positive attitude
1-2 years previous customer retention experience
Strong customerservice and people skills
Ability to consistently meet and exceed performance targets
Coachability with a desire to grow professionally
Ability to work a flexible schedule, including weekends
Experience with CRM system such as SalesForce is a plus, but not required
Exceptional sales skills are a plus, particularly with strong upselling and closing abilities
What's In It For You:
$50,000 to $80,000 Annual Compensation
Base hourly rate with tiered commission structure, performance based, training and quarterly bonus
Higher shift pay for working nights and weekends
Great medical, dental, vision, 401(k) with company matching, short- & long-term disability and life insurance options. Company paid holidays, floating holiday, and PTO
Free monitored security system after 90 days.
Engaging and fun company culture that's made up of a diverse group of people
Talk about perks! An on-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness Director
$26k-31k yearly est. Auto-Apply 19d ago
Customer Segment Consultant
Bank of America 4.7
Customer service specialist job in Charlotte, NC
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This role is accountable for design, analysis, execution and/or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals for one of the Customer Segments (i.e. Retail, Preferred & Small Business). Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery to ensure the customer view is at the forefront of decisions in the achievement of goals. Accountable for initiative support, coordination, robust analysis and communications.
This role will reside within the Business Enablement and Intelligence team and will be responsible for supporting the Workplace Benefits data strategy to help drive revenue, optimize expenses, and deliver for our clients. The role will partner directly with stakeholders to develop business requirements, participate in user acceptance testing, and analyze data. Additionally, this individual will be asked to explore leveraging enterprise Business intelligence tools (e.g. MicroStrategy, Tableau, Alteryx etc.) to help deliver streamlined / automated reporting. The candidate will be required to work with peers across Workplace Benefits and across the company in other LOBs (e.g. Technology, CXO, Merrill, Consumer, etc.) to exert influence, integrate, and ultimately deliver mutually beneficial outcomes.
Responsibilities:
Liaison with technology and business partners to develop and design consumable reporting views
Partner with Workplace Benefits Sales, Product, Relationship Management and Participant Experience teams to define data and reporting priorities
Partner with Workplace Benefits Controls and LRC to proactively manage risk associated with access and use of Workplace Benefits data
Proactively identify new reporting tools to streamline processes and provide improved insight to business partners
Proactively develop and deepen trusted relationships with peers across Workplace Benefits and partner LOBs (e.g. Workplace Benefits Technology, Merrill, Private Bank, etc.)
Support the development of data requirements, analysis, and reporting for other ad hoc priorities
Requirements:
Minimum of 5 years of data analysis / data strategy
Demonstrated experience with reporting analytics platforms and tools
Desired:
Hadoop
Alteryx
Tableau
MicroStrategy
Agile
Project Management
Bachelor's Degree or equivalent work experience
Skills:
Attention to Detail
Collaboration
Verbal and Written Communications
Problem Solving
Business Analytics
Continuous Improvement
Critical Thinking
Excellent analytical and organizational skills, with reporting and / or data management experience strongly preferred.
Proficiency in data management - data quality, metadata management and governance
Data analysis experience with strong SQL writing skills
Ability to translate requirements from business leaders to operationalize reporting
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
For internal employees; participation in a work from home posture does not make you ineligible to post
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range$73,200.00 - $116,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$73.2k-116.9k yearly Auto-Apply 60d+ ago
Client Specialist (3rd Shift)
Anuvia Prevention & Recovery Center 3.8
Customer service specialist job in Charlotte, NC
Job Description
Now Hiring: Client Specialist (3rd Shift)
Supportive. Purpose-Driven. Recovery-Focused.
Status: FT | Hourly, Non-Exempt Reports To: Shift Supervisor
Schedule: 3rd shift 11pm-7:30am
About the Role
Anuvia is seeking compassionate and reliable Client Specialists to join our Clinical Inpatient team. This vital position supports individuals in our detox and residential programs-helping them navigate recovery with dignity, safety, and care. If you're ready to make a difference and grow within a structured career ladder, we want to hear from you.
What You'll Do
Welcome and orient new clients into the detox program, complete service plans, and intake documentation.
Maintain a therapeutic and secure environment by performing safety checks, room searches, and drug screenings.
Administer medications (if certified), support mental/physical health observations, and provide first aid/CPR if needed.
Facilitate daily therapeutic or educational activities and help transition clients to appropriate levels of care.
Collaborate with clinical staff to evaluate client needs and maintain accurate documentation in electronic health records.
Be an active participant in shift communication, incident reporting, and quality improvement processes.
Career Growth Opportunities
We offer a clear career ladder with built-in certification support and increased responsibility at each level:
Client Specialist I: Entry-level with certification required within 60 days
Client Specialist II: Certified and able to train others
Client Specialist III: Med Tech certification required within 90 days
Client Specialist IV: Enrolled in CADC registration program with supervision requirements
Client Specialist V: CADC-I certified
Already a Qualified Professional (QP)? You'll also support screenings, service plans, therapeutic interventions, and staff supervision.
What We're Looking For
Education: High School Diploma or GED required
Experience: 2 years in healthcare or substance use treatment preferred
Skills: Strong communication, problem-solving, time management, and adaptability
Certifications:
CADC preferred
Med Tech (within 90 days for CSIII)
CPR/First Aid (or willing to obtain)
Valid NC or SC Driver's License required
You'll Thrive If You Are:
Calm under pressure and able to handle crisis situations with professionalism
Passionate about helping others overcome barriers in their recovery
Committed to excellence, teamwork, and continuous learning
Comfortable working in a diverse, fast-paced residential treatment environment
Why Join Anuvia?
Purpose-driven work that truly makes a difference
Structured advancement with credentialing support
Supportive team culture in a respected treatment center
Opportunity to grow into a QP or Certified Counselor role
Competitive Benefits:
We offer a comprehensive benefits package, including:
-Immediate health benefits with no waiting period.
-Generous time off policies and company-provided disability insurance.
-Competitive salary with a 401(k)-plan featuring a 7% employer contribution after the first year.
-Access to continuous learning and development opportunities, plus a range of additional benefits and opportunities for career advancement.
$45k-74k yearly est. 29d ago
Client Onboarding Specialist Transfer Associate
JPMC
Customer service specialist job in Charlotte, NC
Own our Client's Onboarding experience end to end! Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around the world.
As a Client Onboarding Associate within the Commercial & Investment Bank, you will lead a project team that supplies support for the implementation of Treasury and Banking products and services. Partner with client and internal stake holders to help provide a best-in-class experience. In this role you are often the clients first true experience working with JP Morgan Chase.
Job Responsibilities
Own the product implementation and training experience for your assigned clients
Meet and connect with clients through WebEx, Zoom, and other collaboration technologies
Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
Manage client and partner expectations and understanding throughout the implementation process
Exhibit ownership of implementations experience and own client satisfaction results
Work with partners in Operations and Product Management to streamline processes
Identify instances of business risk and show ownership of issues when they arise
Scope client requests and translate business requirements into detailed technical specifications for treasury services
Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository
Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations
Required Qualifications, capabilities and skills
General knowledge of Treasury Products and Services
An appreciation for being a ‘keeper of our brand' with 3+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience
Prior project management experience
Experience in risk awareness and skills to develop and ensure quality program set ups
Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
Strategic thinking with the ability to manage conflict and adapt to change
Demonstrated team building skills and ability to work in a team environment
Ability to clearly communicate, partner and influence - leading others to a common goal
Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
Preferred qualifications, capabilities and skills
Bachelor of Science or Business Administration Degree
PMP or other Project management Certifications
Ability to provide quantifiable management reporting
Passion for learning new operating models, technologies, and industry trends
Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.
Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
Help the community through expansive volunteer opportunities
Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (10%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
$29k-52k yearly est. Auto-Apply 60d+ ago
Client Specialist SouthPark, NC
Knitwell Group
Customer service specialist job in Charlotte, NC
About us
Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life.
What We Offer:
Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next.
Incentive Opportunities
Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page.
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within.
Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more.
What we Value “WE CARE”:
We Win as a team and are dedicated to ensuring and applauding each other's success.
We Encourage creativity, innovation and smart risk-taking.
We are Committed to building relationships with our customers and associates by knowing, serving, and delighting them.
We Act with integrity, transparency, candor, and respect.
We Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture.
We Embrace community by bringing positive change to those we live and work in.
Who You Are:
Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers.
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment.
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store.
Possess excellent written and verbal communication skills and a high level of integrity.
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her.
Professional, assertive, and friendly with the ability to make decisions independently.
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems.
Have open availability of 20 - 29 hours per week
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays.
Comfortable climbing ladders, moving around regularly, and standing for extended periods of time.
Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs.
What You'll Do:
Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally.
Support all service enhancers to build strong relationships including active use of Concierge.
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc.
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business.
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation.
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust.
Actively participate in community/store activities and events that promote the Talbots Brand.
Professionally represent the brand image.
Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change.
Location:
Store 01307 Morrison NC-Charlotte, NC 28211Position Type:Regular/Part time
Equal Employment Opportunity
The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.
$29k-52k yearly est. Auto-Apply 6d ago
Client Performance Specialist - WSOC TV
Cox Media Group 4.7
Customer service specialist job in Charlotte, NC
The Client Performance Specialist focuses on campaign and performance management for our portfolio of digital advertising clients. The Client Performance Specialist works closely with our local market sales teams, specialist teams and our internal operations teams to understand how our advertising campaigns are performing holistically. In terms of campaign management, the individual in this role will be responsible for keeping an overarching view of our advertisers' media plans and goals and ensuring that our local stakeholders and clients are served with the best-in-class customer care. The individual must be able to collect, mine, and interpret campaign data, developing actionable insights in an executive level report that increases ROI for our advertisers.
This individual must maintain comprehensive knowledge of all aspects of digital products including product offerings, protocols, and KPI management. They must have a strategic mindset, being able to review campaigns' performance outcomes and make strategic decisions on what levers need to be pulled to optimize client campaigns. The individual must be a team player, with the ability to collaborate with internal and external stakeholders while analyzing performance and developing strategies. Clear and concise communications will be key for the individual to succeed.
Previous experience in digital campaign analytics and creating client-facing deliverables is critical. The Client Performance Specialist must have in-depth knowledge of digital analytic platforms, being confident in accessing and pulling data in systems such as Google Analytics, Google Ads, Facebook, and more. A basic knowledge of ad tags/trafficking and conversion management (Google Tag Manager) will only help this individual excel in the role. An analytically curious mind is key.
Essential Duties and Responsibilities
* Leverage comprehensive knowledge of all digital ad products and operation processes to effectively monitor and enhance campaigns to achieve advertiser goals and KPIs
* Maintain internal documentation to ensure that campaigns are managed properly, with account details recorded for media plans, optimizations, and other client details
* Offer a holistic campaign perspective, effectively communicating performance to our stakeholders in ongoing reporting recaps
* Follow SLAs determined for campaign launch, revisions, and deliverables working with internal and external stakeholders
* Provide facilitation for continuously improving the quality of service and campaign results for our local markets and clients
* Responsible for order entry, trafficking, monitoring, and reporting on digital owned & operated campaigns
* Quality assurance on work performed by our corporate team
* Leverage storytelling skills to build exceptional customer reports
Minimum Qualifications
* 2-4 years of experience working in a digital advertising operations role, working with sales and marketers
* 2-4 years of experience in campaign and performance management
* Knowledge of digital marketing including SEM, SEO, social, content marketing, programmatic, video, display advertising, and website development
* Knowledge of ad tagging and the CM Trafficking, Reporting, & Attribution platforms and ability to formulate appropriate recommendations to improve client ROI is a plus
* Analytical and possess the ability to evaluate data and interpret results for client-facing deliverables
* Knowledge of attribution and omni-channel efforts is essential, understanding how all marketing channels work together to drive results
* Excel skills needed for interpreting data for insights and superior PPT skills for visualizing the outcomes and opportunities
* Proven skills in digital campaign management including processing, trafficking, and monitoring performance against established expectations
* Excellent written and verbal communication skills are necessary for effectively managing performance
* Problem-solving skills is required, with the ability to proactively identify potential issues, troubleshoot and quickly resolve them
* Demonstrated customerservice skills with ability to build strong working relationships and consistently meet or exceed customer expectations
* Proven ability to manage multiple projects in a fast-paced environment with the ability to learn and apply new concepts and tools quickly
* Detailed knowledge of both internal and outsourced digital platforms, understanding how technology stacks come together to serve our campaigns
Preferred Qualifications
* BA/BS from a 4-year university or equivalent preferred
* Working knowledge in ad platforms and reporting in systems such as: Google Analytics, Google Ads, general Google Marketing Platforms, Facebook, CM360/DV360/SA360, etc. Google Analytics and Google Ads certifications are preferred
About Cox Media Group
CMG Media Corporation (d/b/a Cox Media Group) is an industry-leading media company with unparalleled brands, award-winning content, and exceptional team members. CMG provides valuable local and national journalism and entertainment content to the people and communities it serves. The company's businesses encompass 14 high-quality, market-leading television brands in 9 markets; 45 top-performing radio stations delivering multiple genres of content in 9 markets; and numerous streaming and digital platforms. CMG's TV portfolio includes multiple primary affiliates of ABC, CBS, FOX, NBC, Telemundo and MyNetworkTV, as well as several valuable news and independent stations. For more information about CMG, visit *********************
Req #: 2001 #LI-Onsite
CMG is a special place. Here, we rely on our winning mindset and deep expertise to find creative solutions, think differently, and work together to positively impact the people and communities we serve. It's where we connect and inspire diverse audiences every day and everywhere with our unmatched content, products, services and people.
At CMG, we take pride in our collaborative and open environment, where everyone feels valued, seen and heard. Our shared commitment to living our company's core Values - Teamwork, Diversity, Integrity, Quality and Fiscal Responsibility - propels us every day, in everything we do. We encourage you to explore #LifeAtCMG, where you can bring your best, authentic self to work, think boldly and make a difference.
If you are currently a CMG employee, please log into THRIVE to access our internal career center.
Nearest Major Market: Charlotte
Apply now
$48k-57k yearly est. 60d+ ago
Customer Service Assistant
Alphabe Insight Inc.
Customer service specialist job in Charlotte, NC
Signal Tru Brand is a forward-thinking experiential company dedicated to delivering standout events that capture attention and build meaningful connections. We bring ideas to life through seamless execution, exceptional service, and a commitment to elevating every client experience. Our team thrives on creativity, precision, and a shared passion for making every event unforgettable.
Job Description
We are looking for a motivated CustomerService Assistant to support daily client interactions, ensure smooth communication, and assist in providing outstanding service. This role plays a key part in maintaining our reputation and supporting the ongoing success of our brand by helping clients feel valued, informed, and well-assisted.
Responsibilities
Provide professional and timely assistance to customers via phone, email, and internal communication channels
Maintain accurate records of client interactions and follow-up activities
Support the customerservice team with administrative tasks and coordination
Assist in resolving customer inquiries with clarity, patience, and efficiency
Uphold brand standards in all communications
Collaborate with internal departments to ensure consistent and effective service delivery
Qualifications
Qualifications
Strong communication and interpersonal skills
Ability to stay organized, multitask, and prioritize effectively
Professional attitude with a customer-focused mindset
Problem-solving abilities and strong attention to detail
Ability to work independently and as part of a team
Basic proficiency with office and communication tools
Additional Information
Benefits
Competitive yearly salary: $46,000 - $50,000
Opportunities for professional development and long-term growth
Supportive and collaborative work environment
Skill-building opportunities through hands-on responsibilities
Full-time, stable position with a clear path for advancement
$46k-50k yearly 8d ago
B2B Customer Service Representative
LHH 4.3
Customer service specialist job in Matthews, NC
LHH is looking for a detail-oriented and proactive professional for a contract-to-hire B2B CustomerService Representative role in Matthews, NC! The ideal candidate will have a background in manufacturing environments and a strong understanding of global trade operations. This position is fully in office Monday - Friday.
Responsibilities
Serve as the primary point of contact for business clients, distributors, and internal teams regarding order status and logistics.
Accurately enter and validate customer purchase orders in the internal system.
Coordinate with production, sales, and logistics teams to ensure timely fulfillment and delivery.
Manage freight arrangements, including booking carriers, scheduling pickups, and tracking shipments.
Prepare and review shipping documentation such as commercial invoices, customs declarations, and regulatory paperwork.
Troubleshoot and resolve any issues related to shipments, documentation, or customer inquiries.
Maintain compliance with internal procedures, international trade regulations, and customer-specific requirements.
Provide regular updates to the sales team on order and delivery status.
Support general administrative tasks and contribute to continuous process improvements.
Qualifications
2+ years of business to business customerservice experience within a manufacturing or distribution setting.
Familiarity with import/export processes and documentation is preferred
Strong organizational skills and attention to detail.
Excellent communication skills, both written and verbal, with a professional demeanor.
Ability to collaborate across departments including engineering, finance, and production.
Experience with ERP or order management systems.
$29k-35k yearly est. 4d ago
Customer Retention Specialist
CPI Security 4.7
Customer service specialist job in Charlotte, NC
Job Description
CPI Security, a leader in the security and automation solutions industry, is looking for a Customer Retention Specialist to join our growing team at our headquarters in Charlotte, NC! We are more than "just a security company," and we offer more than "just a job." CPI's mission is to protect our customers while providing world-class service and peace of mind. That's not something you can bottle up and sell - it's a feeling and a comfort our customers are guaranteed by our Customer Retention Specialists.
What You'll Do:
Provide fantastic customerservice focused on dispute resolution and overcoming challenges
Build value in the CPI brand to drive long term relationships with customers as a leading competitor in Security and Home Automation industry.
Provide solutions-based approaches to retain customers who are considering service cancellation.
Champion the customer care process, which includes, troubleshooting technical issues, answer questions or concerns regarding systems or services.
Problem solve as you quickly identify the root cause of customer issues, pinpoint strategies to eliminate those issues, and work with customer to retain them.
Consistently improve retention rates and achieve retention goals.
Handle each call with empathy, compassion, and professionalism to ensure excellent customerservice.
What We're Looking For:
Upbeat personality and a fun, positive attitude
1-2 years previous customer retention experience
Strong customerservice and people skills
Ability to consistently meet and exceed performance targets
Coachability with a desire to grow professionally
Ability to work a flexible schedule, including weekends
Experience with CRM system such as SalesForce is a plus, but not required
Exceptional sales skills are a plus, particularly with strong upselling and closing abilities
What's In It For You:
$50,000 to $80,000 Annual Compensation
Base hourly rate with tiered commission structure, performance based, training and quarterly bonus
Higher shift pay for working nights and weekends
Great medical, dental, vision, 401(k) with company matching, short- & long-term disability and life insurance options. Company paid holidays, floating holiday, and PTO
Free monitored security system after 90 days.
Engaging and fun company culture that's made up of a diverse group of people
Talk about perks! An on-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness Director
How much does a customer service specialist earn in Huntersville, NC?
The average customer service specialist in Huntersville, NC earns between $24,000 and $40,000 annually. This compares to the national average customer service specialist range of $26,000 to $42,000.
Average customer service specialist salary in Huntersville, NC