Retirement Specialist remote jobs - 357 jobs

The **Client Experience Specialist** is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. **This position is 100% remote and will support various markets.** **Responsibilities:** + Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner. + Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems. + Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties. + Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. + Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties. + Regularly update and manage communication with all parties involved in the transaction. + Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. **Experience** + Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume An individual should demonstrate the following competencies: + Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. + People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. + Technical- ability to learn and navigate multiple software systems with an elevated level of competency. + Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality. + Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things. + Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues. + Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality. + Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient. + Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support. **Anywhere is proud to offer a comprehensive benefits package to our employees including:** + Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D + 401(k) savings plan with company match + Paid Time Off to Include Holidays, Vacation Time, and Sick Time + Paid Family & Paternity Leave + Life Insurance + Business Travel Accident Insurance + All employees receive access to LinkedIn Learning + Tuition reimbursement for approved programs + Employee Referral Program + Adoption Assistance Program + Employee Assistance Program + Health and Wellness Program and Incentives + Employee Discounts + Employee Resource Groups Coldwell Banker (******************************** is one of the world's leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc. Anywhere Real Estate Inc. (************************ **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate (*********************** , Century 21 (*************************** , Coldwell Banker (******************************** , Coldwell Banker Commercial (****************************** , Corcoran (************************** , ERA (********************* , and Sotheby's International Realty (*********************************** , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. **At Anywhere, we are empowering everyone's next move - your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (********************************************************************** . We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: + Great Place to Work + Forbes World's Best Employers + Newsweek World's Most Trustworthy Companies + Ethisphere World's Most Ethical Companies EEO Statement: EOE including disability/veteran

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

Remote | Flexible Schedule Were seeking a Remote Client Experience Specialist to support clients through trip planning and coordination in a fully remote environment. This role is ideal for professionals with strong communication skills who enjoy client support, organization, and working independently. Key Responsibilities: Client communication and support Coordinating travel details and logistics Managing requests using digital tools Maintaining a positive client experience Qualifications: Strong customer service and communication skills Detail-oriented and organized Comfortable working remotely and independently Experience in client support, hospitality, or administrative roles is a plus What We Offer: Fully remote role Flexible scheduling Structured training and ongoing support

Job Title: Client Access Specialist Department: Centralized Patient Access Reports To: Client Access Manager FLSA Status: non-Exempt Client Access Specialists will provide exceptional customer service and knowledge of NSO's programs, services, and policies to assist callers with inquiries, requests, appointments, complaints, verifications, and problems. They must meet or exceed key performance metrics while handling a high volume of inbound calls in a fast-paced environment. Successful candidates must possess strong communication skills, time management, and organizational skills. This position promotes the mission, vision, values and strategic plan of Neighborhood Service Organization and helps to achieve the strategic goals and objectives of the unit in an administrative capacity for specified NSO clinics. Requirements and Duties Answer high volume of phone calls, route, and respond appropriately Schedule appointments for consumers Confirm upcoming appointment times and reschedule if necessary Monitor clinician calendars and schedule appointments Perform insurance verification and confirm consumer demographic and contact information Register new consumers in the electronic medical records system Monitor for referrals and conduct follow up activities Perform other clerical duties such as filing, photocopying, transcribing and faxing Manage patient demographic and personal information. Issue medical files to persons and agencies compliant to all NSO policies, state and federal laws, including HIPAA regulations. Compile, verify, type, file medical records, correspondence, and reports Update records upon receipt of new information Assist with departmental / unit audits and investigations. Distribute medical charts to the appropriate departments / units within NSO. Maintain quality and accurate records by following NSO procedures. Ensure consumer charts, paperwork and reports are completed in an accurate and timely manner. Ensure all medical records are protected and kept confidential Other duties as assigned. Work Environment Works in an office environment and uses a computer, telephone and other office equipment as needed, to perform duties. The noise level in the work environment is typical of that of an office with occasional contact with consumers/patients. Bends, stoops and reaches in order to file, search for and retrieve records and documents. Manual dexterity and regular fine-finger and hand/wrist motions are required for operating a keyboard, writing and filing. Must be able to lift up to 15lbs on occasion Seeing/vision, talking/speaking and listening/hearing are continuously required. Frequently required to sit & stand during working hours Frequently required to sit, walk or drive. Occasionally required to travel between work locations. Requirements Qualifications: Education : High School Diploma or equivalent Minimum Required Experience 1-year minimum experience in a call center, administrative assistant, receptionist or related role Additional Requirements Proficiency in MS Office (Word, Excel, PowerPoint & Outlook) Proficiency in electronic medical records systems Ability to learn additional software Proficiency in general office equipment (PC, printer/fax/copier, telephony system) Proficiency in data entry, filing Valid Michigan Driver's license/access to private transportation. Required Skills/Abilities: Excellent verbal and written communication skills. Proficient in Microsoft Office Suite or related software. Experience working remotely and proficient with software/tools related to remote work. Experience working with data in all forms including electronic formats and databases. Ability to interact with staff, students, parents, and visitors at school while remaining professional, polite, and courteous. E.E.O.C. Statement The above elements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities and duties of personnel so classified, or a contractual commitment, and NSO retains the right to amend or revise this job description at any time. NSO is an Equal Opportunity Employer and is committed to excellence through diversity and considers candidates without regard to sex (including pregnancy related conditions) genetic information, race, color, weight, height, religion, nation ,origin, citizenship, age, disability, martial or veteran status, misdemeanor arrest record, sexual orientation, transgender status or gender identity or any other legally protected status

Job Description Are you a relationship-builder at heart with a background in sales? Do you love guiding people toward solutions that change their lives for the better? Are you ready to apply those skills in a mission-driven, professional setting? We're a fast-growing law firm looking for a Client Engagement Specialist to join our team. You'll be the first point of contact for referral partners and families navigating estate planning, probate, or asset protection. Your role? To build trust, understand their goals, and guide them to the right solutions - with empathy, integrity, and professionalism. No cold calls. No sleazy tactics. Just meaningful conversations, expert training, and huge opportunities for growth and impact. Our compensation model is designed to reward you for making a meaningful difference, not just showing up. The more families you guide into taking action, the more you earn, all while supported by a trusted legal team. We offer a stable base, generous commissions, and the chance to earn bonuses with the right drive - no legal background is required (we provide all training), just need hustle, and coachability. Compensation: $50,000 - $95,000 yearly Responsibilities: Identify opportunities for cross-referrals and support ongoing relationships with referral partners Conduct initial consultations with potential clients - helping them feel informed, heard, and supported Follow up with inbound and outbound leads via phone, text, email, and Zoom Clearly explain our services and processes (with full training provided) Work closely with attorneys and legal team to ensure smooth onboarding for new clients Hit performance goals tied to revenue, client satisfaction, and referrals Qualifications: You might have crushed it in real estate, solar, fitness, retail sales, or phones. You're personable, polished, and quick on your feet. Most importantly, you're serious about growth and excited to learn a new industry. 2+ years of sales, account management, or client-facing experience Excellent communication skills (phone, Zoom, in-person) Ability to hold space for people dealing with sensitive issues (like grief or family decisions) Emotionally intelligent, high integrity, and self-motivated Coachable and open to learning new skills, especially legal and ethical standards Tech-savvy (CRM or pipeline tools experience a plus) About Company Innovative & Flexible Culture. Enjoy a healthy work-life balance with standard hours 9 AM - 4:30 PM and remote flexibility (every other Friday work-from-home). Comprehensive benefits: 100% employer-paid medical, dental, vision, and life insurance, 100% 401(k) match up to 3% and unlimited PTO. Top-Rated Firm with a Mission Join a team that's recognized by clients for providing thorough, practical, and truly effective estate planning. We believe in long-term client relationships, not one-and-done transactions. Purpose & Autonomy. We are architects of generational prosperity, helping entrepreneurial families leave a meaningful legacy. You'll have the freedom to innovate and lead, backed by a team that values your contribution and professional development.

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

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

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

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

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

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

(This role is for candidates based in Central or Eastern Timezones, please only apply if you reside in one of these time zones). The Customer Experience Specialist role at Machinio plays a key part in the growth of our fastest-growing product, Machinio System-an all-in-one software solution that powers websites and CRMs for dealers in the machinery, marine, and service industries. If you are highly detail-oriented, organized, enjoy solving problems, excel at building and maintaining relationships, can quickly learn new systems and functionalities, thrive under deadlines, are passionate about process and continuous improvement, and are committed to delivering an exceptional customer experience, this role is an excellent fit. It also offers long-term growth within a foundational, early-stage team! Our Company Machinio operates Machinio.com and Machinio System, and this role will work with the latter. We're a fast-moving, former startup transforming a traditional $400 billion industry through technology, with teams across North America, Europe, and Asia. Our SaaS product, Machinio System, is experiencing rapid growth, and we're looking for a proactive, organized, and analytical thinker to join our team and help deliver an outstanding experience to our existing clients. You either have the skills below or are willing to learn them: Strong at building relationships and maintaining excellent customer interactions. Comfortable leading meetings with existing clients and conducting training sessions in person or virtually. Extremely patient, able to explain functions clearly, and present effective solutions. Highly detail-oriented and proactive in managing the work assigned to you. Impeccable attention to grammar and visual presentation. Quick to learn new systems and functionalities. Able to meet deadlines, manage tasks, and deliverables consistently. Passionate about processes, methods, and continuous improvement. A kind, genuine, and collaborative team player who thrives in group settings and enjoys contributing to a productive, goal-oriented team. This is not a cushy role-you must be online, available, and actively working during scheduled hours to support clients and the team. Responsibilities: Be the primary point of contact for the Machinio System Existing Client Support initiative for dedicated accounts. Manage the support inbox and phone line for dedicated accounts, ensuring timely and professional responses. Handle technical inquiries, troubleshoot, and escalate complex issues when necessary. Conduct periodic check-ins to assess client satisfaction, encourage product usage, and address concerns proactively. Deliver phone and video explanations, lead occasional training sessions, and create learning materials to support clients. Follow up on late payments, while learning and applying effective client retention strategies. Assist clients with updates, issues, and questions related to their Machinio System-powered website designs. Gather client feedback and testimonials to support marketing and product improvement efforts. Participate in weekly collaboration sessions with the Team Lead to brainstorm solutions. Work Life: Flexibility to work remote with a very engaged, cross-functional team, preferably from EST or CST time zones. Remote setup provided for all team members, along with modern work equipment. Casual, collaborative, fast-paced work environment and a fun team (we're cool). In-person team events and really fun in-person holiday parties! Compensation: Starting base compensation at 55,000/year, commensurate/to be discussed with experience. Opportunity to earn commissions on upsells, feature-based. Robust benefits package (PTO, medical insurance, dental insurance, vision insurance, flexible spending account, health savings account, life & disability Insurance, retirement benefits/401(k) and voluntary benefits). Our Interview Process: Step 1 - Phone Interview with the Senior Director of Operations, one of Machinio's execs, to get to know you! Step 2 - Google Meets video interview with the Team Lead to go into detail about the role and participate in an evaluation. Step 3 - Final interview. We are efficient decision-makers. Our interview process has a 2-week timeline and we do not waste time. We are not recruiters, we are real employees, with long tenures and institutional knowledge, and we work with and manage the job/team you are interviewing for. We take time to interview and build teams because our people are our most important resource.

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

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

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

About One Legal, an InfoTrack Company One Legal, a division of InfoTrack, is a one-stop online solution for legal professionals to file court documents in every California court, manage service of process nationwide, and more. A leader in innovative technology solutions for legal professionals for more than 30 years, One Legal continues to be among the most respected in the industry. As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, we'd love for you to join us. About the role As a Client Experience Specialist at One Legal, you will play a pivotal role in a dynamic and client-focused support team dedicated to educating, empowering, and advocating for our clients. Your primary responsibility will be to address and resolve client inquiries through clear, effective verbal and written communication, with a strong emphasis on active listening and understanding. You'll ensure efficient and effective resolutions that meet our clients' needs by leveraging all available resources. In this role, you will be recognized for your reliability and ability to maintain composure under pressure, consistently demonstrating empathy in client interactions. You are a quick learner with a talent for multitasking, open to coaching, and driven by curiosity. Your commitment to teamwork is evident as you continually seek ways to enhance your own performance, contribute to the team, and drive company success. This is a fully remote role, based in Pacific Time. The hours are M-F, 9:00am - 6:00pm PT. Responsibilities Client Experience: Lead clients through the One Legal platform to complete tasks. Maintain accurate client records in Salesforce. Own your learning and communicate effectively with your manager. Advocate for clients by reviewing materials and providing feedback to internal teams. Solve problems efficiently, ensuring a high-quality client experience. Represent the client's voice to influence product improvements. Driver of Results: Seek solutions to enhance the employee experience and celebrate team successes. Collaborate with your manager to meet corporate goals. Understand and act on key KPIs to consistently deliver exceptional client service. Continuously improve the client experience through proactive learning. Operational Excellence: Embrace new technology to improve service and efficiency. Address productivity issues with your team and suggest improvements. Assist in onboarding new team members. Focus on de-escalation to minimize client delays. Follow all policies and guidelines. Participate in discussions to ensure consistent practices and communication. Requirements 2+ years in Customer Support, with a preference for Call Center experience. 2+ years working with CRM systems; Salesforce experience preferred. Experience in SaaS, especially in legal services, is a plus. Skilled in optimizing telephonic support systems; DialPad experience preferred. 1+ years in legal/litigation support preferred. High school diploma required; advanced studies or equivalent work experience valued. Compensation The anticipated starting base pay range for this role is listed below. Base salary is not the only component of our competitive total rewards package - you may also be eligible for bonus, commissions and other benefits as described below. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications. $19.25 - $22.12 per hour Benefits What Sets InfoTrack apart At InfoTrack, we're committed to a workplace where everyone feels comfortable doing their best work and having fun! We also believe in a work/life balance that fulfills you while you're here and supports you when you're not. We built our benefits package to prove that we're committed to you having everything you need. Our benefits guide, located here, illustrates what we offer full-time employees and a sneak preview is below 401(k) Match Medical, Dental, & Vision Insurance Employer-funded Short/Long-Term Disability, Life, and Accidental Death & Dismemberment (AD&D) Insurance 20 Days of Paid Time Off (PTO) 11 Paid Holidays “Be Me Time” off for mental health, re-charging, volunteering Matching Gift Program Our Commitment We believe that the key to our success is you. Your unique background, life experience, knowledge, self-expression, and talent make you uniquely you. Who you are, what you have experienced, and how you think inspires us to be innovative and bold. InfoTrack is an equal opportunity employer. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. We welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, ancestry, sex, gender identity and expression, national origin, citizenship, marital status, age, languages spoken, veteran status, color, religion, disability, sexual orientation, and beliefs. Qualified applicants 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.

We're growing and looking to add a few reliable, people-focused professionals to our remote conversation team. In this role, you'll be connecting with individuals and business owners who have already shown interest in what we offer. These are pre-scheduled conversations - no cold outreach, no list scraping, no chasing. You'll be supported with clear processes, coaching, and a collaborative team environment designed to help you improve and succeed over time. What You'll Be Doing • Join scheduled video or phone conversations with inbound contacts • Ask smart, intentional questions to understand goals, needs, and alignment • Clearly explain what we do and help people evaluate next steps • Document conversations and follow-ups inside our tracking system • Collaborate with team leaders to refine approach and performance • Support overall team growth through consistent communication What We're Looking For • Background in remote client-facing roles, consulting, or guided conversations • Strong verbal and written communication skills • Comfortable working independently with structure • Detail-oriented and dependable • Able to follow a system while still sounding like a real human • Interested in long-term growth and skill development • English fluency required (international applicants welcome) What You'll Receive • Pre-booked conversations - no prospecting • Ongoing coaching and guidance • A supportive, improvement-focused culture • Clear opportunities to take on more responsibility • Earnings vary based on performance and experience (details shared during interviews) How to Apply If you enjoy meaningful conversations, helping people gain clarity, and working in a remote team environment - we'd love to connect. Submit your application to start the interview process.

Full-time Description Join an Amazing Team at Davinci Virtual! Davinci Virtual is the leading global provider of business addresses, live answering services, and meeting spaces. We're a fast-growing, fulfillment-driven company known for our innovative solutions and exceptional service-and we're looking for friendly, energetic people to join our team! As a Virtual Client Specialist, you are the voice of our company. You'll handle inbound calls on behalf of Davinci's clients while providing warm, professional, top-notch customer support. After completing in-person training at our Midvale office, you'll work fully from home-no commute, no dress code, all comfort. (You'll just need reliable internet and a quiet workspace.) If you're enthusiastic, customer-focused, and excited about growing with an incredible team, this may be the perfect fit for you! What We Offer: Competitive Pay & Bonuses • $16/hr. to start • New-hire bonuses at 3 months and 9 months • Lots of opportunity for advancement Exceptional Benefits (Seriously Amazing!) • 100% employer-paid Medical, Dental, and Vision for employees • Affordable family plans • HSA, FSA, and Dependent Care FSA options • Employer-paid life insurance, short-term disability, and long-term disability Rewards & Recognition Program - Nectar Earn points from peers, leaders, and HR that you can redeem for: • Bonuses added to your paycheck • Extra paid time off • Amazon items or gift cards Work-From-Home Flexibility • After training, work fully remote • Supportive team and leadership • Opportunities for professional development and leadership training What You'll Do: • Answer inbound calls accurately, efficiently, and with a great attitude • Provide outstanding customer service on every call • Navigate client instructions, websites, schedules, and tools with confidence • Send professional, well-written emails as needed • Meet call quality, accuracy, and answer-time standards • Communicate effectively with coworkers, leaders, and clients • Review team stats daily and strive to meet goals • Follow department procedures, policies, and workflows • Contribute to team culture and be a positive, supportive teammate Grow With Us - Professional Development: • Participate in leadership and personal development programs • Bring forward ideas to improve processes and the customer experience • Commit to achieving team and company goals • Continuously learn new tools and skills Requirements What You Need: • High School diploma • 40+ WPM typing speed • Excellent written and verbal English skills • Customer service experience • Proficiency with Microsoft Office, Outlook, Internet, and Windows • Reliable high-speed internet for WFH • Backup location in case of outages (or ability to work occasionally from our office) Preferred Traits: • Team player with strong communication • Problem-solving and conflict-resolution skills • Motivated, tech-savvy, and eager to learn • Organized, focused, and adaptable • Consistent and dependable attendance • Professional presentation Working Conditions • Quiet, distraction-free home workspace • Frequent use of phone and computer systems • Must be able to sit at a desk for most of the shift • Minimal physical effort required All job offers are contingent upon passing a background check, including verification of past employment, education, and criminal records as permitted by law. Salary Description $16/hr

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