Solution Specialist jobs near me

Job Description A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents. Domestic and international estate, gift and income tax planning (including generation-skipping transfer tax planning, charitable planning and preparation of gift and estate tax returns). Excellent writing, researching, and analytical skills, along with a strong academic background and must be a member of the DC bar or eligible to waive-in.

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!

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25 / hr. and $45 / hr., depending on the In-Home Usage Test project. No experience required. There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque. We are a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access. It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed. Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market. Main Duties : Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.) Take care of the product being tested and use it responsibly Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.) Some In-Home Usage Tests projects may require participants to use MFour’s Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion® insights to gain unparalleled depth of responses) There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm Write reviews as requested in the In-Home Usage Test Daily Schedule for each project Requirements : Ability to follow specific instructions Excellent attention to detail and curious spirit Be able to work 15-25 hours per week and commit to a certain routine Have access to a computer and a reliable internet connection Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary. Benefits : Very competitive pay rate Weekly pay Work around your own schedule Learn about an exciting industry Telecommute (you can work from home, work or school) Most of the time you can keep the product you tested

100% Remote Contract for 3 months The Investment Services Specialist will process financial planning , new business and client data / information and determines if submission are in-good order or not-in-good order per requirements. This position is responsible for reconciling and communicating pending issues related to Financial Planning NIGOs (Not-in-good-order) while maintaining Service Level Agreement for all Financial Planning new business processing. The Investment Services Specialist works directly with Financial clients to receive credit card payment information for financial planning new business and process payment. The successful candidate in the role ensures client centric response times for Credit card payment system with 70% service level. The Investment Services Specialist is responsible for managing departmental email boxes. This position requires problem solving, reconciliation skills and the ability to process payments with a high level of accuracy. The Investment Services Specialist also: Oversees processing of all Financial Planning transactions such as check, credit card, brokerage and ACH. Processes financial planning field compensation for weekly payroll. Responsible for responding to inquiries about Financial Planning policies and procedures in a clear and timely manner. Ability to work in multiple systems and mainframes simultaneously. Performs other duties as required or assigned. Generates system related reports Provide ongoing service ( maintenance/updates to records as needed Uses sound business judgment to independently make decisions pertaining to enforcement of business and company policies as well as industry regulations in order to manage risk of the business. One plus years of Financial Services industry experience is required. Two plus years of Financial Services industry experience is preferred. Prior data entry/payment processing experience with high levels of accuracy Prior experience generating reports Excellent communication skills ( written and verbal) Proficiency in updating/creating files within various systems Use of Microsoft Office ( Word, Excel,) in business environment Ability to work in fast-paced, dynamic workplace Prior experience processing large volume of daily transactions Please only submit candidates with financial services/insurance background. Excellent written and oral communication skills Strong organizational, analytical, and data entry skills Strong systems aptitude, capable of learning new systems quickly Excellent Excel experience including Pivot Tables and Vlookup Function THIS POSITION WILL BE REQUIRED TO BE NRF'D Make sure candidate is aware of the **** using fingerprinting that is required for this role.

Digital Retention Specialist Office Attendance: Must report to the office at least 3 days a week but can work remotely otherwise. Language: Spanish speaker. Role Overview: The Digital Retention Specialist at SketchUp is responsible for ensuring high levels of customer retention and satisfaction. This role involves proactively engaging with customers to understand and address their needs, identifying blockers to renewal, and implementing strategies to improve customer loyalty. The ideal candidate will possess excellent communication skills, a customer-centric mindset, and the ability to analyze data to drive retention efforts. Key Responsibilities: Customer Engagement: Make outbound messages or calls to understand and address reasons for potential discontinuation of services. Issue Resolution: Take ownership of customer issues, ensuring minimal escalation and high satisfaction. Resolve customer needs independently and effectively. Customer Service Excellence: Communicate with customers, internal teams, and senior management to deliver exceptional service. Negotiation: Directly negotiate with customers to overcome adoption barriers and develop plans to resolve pain points. Documentation: Maintain detailed records of customer interactions and activities in Salesforce. Data Analysis: Analyze data to identify trends and opportunities for improving retention and reducing churn. Collaboration: Work closely with the Sales and Support Teams to handle escalations and enhance the customer experience. Content Development: Identify, create, and deliver content to support customer adoption and engagement needs. System Proficiency: Demonstrated ability to rapidly learn and efficiently navigate multiple business systems, ensuring seamless task completion and operational effectiveness. Skills and Qualifications: Customer Focus: Strong customer-centric and growth mindset. Retention Expertise: Experience in customer service and retention. Listening Skills: Excellent active listening and empathy to understand customer perspectives. Problem-solving: Strong analytical skills and a solution-oriented approach. Negotiation: Skilled in effective negotiation techniques, including identifying customer pain points, proposing solutions, and achieving favorable outcomes to build strong customer relationships. Time Management: Ability to prioritize tasks and manage time effectively in a fast-paced environment. Communication: Excellent writing and communication skills, with the ability to convey thoughts clearly and concisely. Interpersonal Skills: Strong ability to collaborate with stakeholders and customers at various skill levels. Trustworthiness and Professionalism: Demonstrated ability to handle sensitive information with integrity and maintain a professional demeanor. Additional Information: Educational Background: Associate's degree or equivalent. Professional Experience: 5 years of practical experience in customer service and retention. Salesforce: Proficiency in using Salesforce for documenting and managing customer interactions. Manager Information: Number of Positions: 4 Interview Process: 1st round with Manager 2nd round with members of the team Top Skills: Customer Relationship Management: Proficiency in managing relationships with clients to enhance customer satisfaction and loyalty. This includes understanding customer needs, addressing concerns effectively, and maintaining regular communication to foster a positive ongoing relationship. Analytical Skills: Ability to analyze customer data, usage patterns, and feedback to identify trends and insights that can inform retention strategies. This includes using data to predict customer behaviors and developing targeted interventions to improve retention rates. Problem-Solving Skills: Expertise in identifying and resolving issues that may lead to customer dissatisfaction. This includes troubleshooting technical problems related to the software, as well as resolving broader service or billing issues that might impact customer retention. Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

A top Fortune 50 financial institution in Pensacola, FL is currently seeking a Customer Support Specialist - IRA & Certificates to join its Back-Office Operations team in an onsite capacity. Responsibilities: Process IRA, Certificate, and POD account requests from members, branches, and the contact center Identify and escalate suspicious or fraudulent activity Place account holds and prepare documentation for compliance review Ensure accuracy and efficiency in a high-volume, fast-paced environment Perform other duties, as needed Qualifications: 1+ year of related work experience High School Diploma / GED Computer savvy Microsoft Office proficient Solid problem-solving and time management skills Great interpersonal skills Excellent communication skills (written and verbal) Highly organized Ability to thrive in a high-pressure, fast-paced setting Desired Skills: Associate's and/or Bachelor's Degree Knowledge of legal and regulatory requirements related to IRAs and certificates, including Internal Revenue Service (IRS) guidelines and National Credit Union Administration (NCUA) regulations Familiarity with financial software, databases,

About Us At Fisher Organization, the New England division of American Income Life, our mission is to protect the members of labor unions, credit unions, and various associations throughout the region. We're committed to safeguarding working families with supplemental insurance solutions, while fostering a company culture centered on personal growth and making a positive impact on our clients' lives. As a Top Place to Work in Boston, we are proud to lead the way in innovation, service, and client satisfaction. (#1 for 2024 Boston Globe Top Places to work) Location: Remote - Work from Anywhere! Home Office Location: Fisher Home Office, 222 Forbes Rd #101, Braintree, MA 02184 The Role We're seeking motivated individuals to lead, inspire, and collaborate with our remote team. This role focuses on delivering exceptional client service while providing opportunities to grow into a leadership position. If you're ready to lead from anywhere and elevate your career, this role is for you! Key Responsibilities Client Support: Respond to inbound and outbound client communications (phone, email, virtual platforms) with professionalism and care. Relationship Building: Foster long-term relationships by understanding client needs and delivering tailored solutions. Problem Solving: Handle client concerns proactively, ensuring quick and seamless resolutions. Process Improvements: Identify strategies to enhance client satisfaction and streamline operations. Collaboration: Partner with cross-functional teams to address client feedback and develop innovative solutions. Documentation: Keep detailed, accurate records of all interactions while maintaining compliance with organizational and industry standards. Qualifications 1+ years of experience in customer service, client relations, or a similar role preferred. Excellent verbal and written communication skills. Strong problem-solving and critical-thinking abilities. Self-motivated, disciplined, and capable of working independently in a remote environment. What We Offer Work Flexibility: Fully remote with the ability to set your own schedule in your preferred time zone. Professional Growth: Access to leadership training, mentorship programs, and opportunities to grow your career. Performance-Based Rewards: Competitive compensation with incentives tied to your success. Supportive Team Culture: Join a collaborative team that values innovation, teamwork, and mutual success. Location Eligibility This position is open to candidates in multiple locations except New York, Minnesota, and California. Industry: Insurance / Finance Apply Today! If you're ready to lead, grow, and make an impact from anywhere, we'd love to hear from you! Apply now to join a team redefining remote work and professional success.

Tracking Code U25-031 Job Level Entry Level Category Professional Services Type Full-Time/Regular The Client Specialist builds strong relationships with our mid-tier clients. You'll be their main contact, understand what they need, and help them get the most value from our services. You'll check in with clients regularly, spot chances to solve their problems, and find ways to grow these accounts. Your work will directly help us reach our growth goals. The Client Specialist is responsible for managing and growing relationships with existing clients. The Client Specialist will serve as the main point of contact for existing clients, ensuring excellent levels of client satisfaction and being the primary point of escalation to resolve client relationship matters. The Client Specialist will also be responsible for identifying opportunities to expand business with existing clients and renewals of existing contracts. The Client Specialist will be responsible for administration of the clients including financials, contract administration and operational success. Key Responsibilities: * Collaborating with Client Success Team to communicate when existing clients may require extra attention. * Build and maintain strong relationships with a portfolio of mid-tier clients, ensuring their needs are met and exceeded. * Proactively engage with clients to identify opportunities for growth and upselling, contributing to revenue targets. * Act as the primary point of contact for clients, addressing inquiries and resolving issues in a timely and professional manner. * Collaborate with internal teams to ensure seamless delivery of products and services to clients. * Analyze client data to identify trends, improve satisfaction, and build strategies for long-term retention. * Deliver regular meetings and updates to review performance through to clients, offering insights, reports and recommendations to maximize value. While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business. Required Skills * Excellent relationship and interpersonal skills are required * Able to work as an individual and within a team * Self sufficiency * Direct and honest, respectful of others * Excellent time management and dispute management skills * Positive attitude * Able to gather, analyze and document information such as customer feedback, superb at creating practical, commercially viable and effective solutions * Collaborative mindset * Customer focus * Flexible and Adaptable * Results Driven Required Experience * Qualified candidate should possess 5+ years of experience working with and/or managing B2B accounts * Previous experience in customer service, account management, or a client-facing role. * Strong communication and interpersonal skills, with the ability to build rapport and trust with clients * Goal-oriented mindset with a passion for delivering results and driving client satisfaction * Excellent organizational skills and the ability to manage multiple priorities effectively. * Proficiency in Microsoft Office Suite and familiarity with CRM systems (preferred but not essential). * A proactive attitude, with a willingness to learn and grow within the role. * Have the ability to maintain a high level of client service and responsiveness, with extreme attention to detail even when under pressure. * Experience in a SAAS, Tech, Telecoms or similar environment. International account experience would be a plus. Tungsten Automation Corporation, Inc. is an Equal Opportunity Employer M/F/Disability/Vets The base salary range for this role, across the US, is $57,908 - $79,107. Your actual base pay within this range will be determined by your work location as well as skills, qualifications, experience, and relevant education/training. The range provided reflects only the base salary for the role and does not include benefits. This position is located in Remote, United States. View the Google Map in full screen.

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you an individual with a passion for community and impact? Add your ambition to a goal-oriented career as a Client Specialist with the Schnabel District of Northwestern Mutual! Our team thrives on a shared commitment to growthboth personally and professionally. We believe that success comes not from chasing accolades, but from focusing on helping others through a consistent, values-based process. Awards follow when the mission is genuine. Our culture is built on the foundation of five core values: Continual Improvement. Commitment. Abundance. Kindness. Integrity. These principles shape how we show up every dayfor our clients and for each other. We maintain a close-knit, collaborative office environment where everyone is supported, encouraged, and valued like family. Were also proud to give back to the community we serve, supporting local organizations including the Lexington Humane Society, Hope Center, Operation Secret Santa, The Hearing & Speech Center, and Growing Together Preschool. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: **************************** Meet Some of Our Local Team: Christian Schnabel Managing Director How long with NM? 12 years Prior Experience? Came from Wealth Management and Banking, Consulting & Private Equity, and played college basketball. Passionate About? Family, travel, taking care of his 8 animals, golf, and hiking. Dedicated to his family and animals. Big sports fanloves all college sports. Randy Collins Wealth Management Advisor How long with NM? 43 years Prior Experience? Student at the University of Kentucky started at NM right out of college. Passionate About? Randys greatest passion has always been his family. Northwestern Mutual provided the flexibility and financial means to be fully present in his childrens lives. He also enjoys fishing, golf, and spending time outdoorshobbies made possible by the career freedom he earned through his work. Travis Powers Financial Advisor How long with NM? 2 years Prior Experience? Retired U.S. Marine Corps Lieutenant Colonel with 23 years of service as a helicopter pilot and senior leader. Also worked as a program manager supporting Navy and Marine Corps aviation through a government contractor. Passionate About? Travis values faith, family, and fitness. He and his wife have a blended family, a granddaughter, and two dogs. He enjoys the outdoors, hunting, hiking, and staying active. A former University of Kentucky football captain, he loves reconnecting with teammates. Key Responsibilities: As a Client Specialist, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Retail, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental, Nonprofit, Fitness and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. We offer a first year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the positions requirements. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Christian Schnabel is a District Agent of NM. Flexible work from home options available.

The Client Onboarding Specialist (COS) reports to the Client Onboarding Team Leader and is responsible for providing support and setting up our new customers for the most wonderful onboarding experience. As a successful Client Onboarding Specialist, you will educate new customers, help solve technical problems that may arise, and ensure a very smooth adoption of our products and services. Decisely prioritizes delivering an AMAZING customer experience and this is the first step in the process - why not you? The ideal candidate is high energy, a pleasant attitude and experienced with web-based technologies, passionate about helping customers, and excels communication via phone and email. You will need to have the ability to quickly learn new technologies and communicate those concepts to customers with varying degrees of technical expertise. A collaborative approach is key as this role is expected to contribute ideas and initiate tactical improvements to the overall onboarding process. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provide detailed account walkthroughs and assist new customers with implementation of benefits: Manage and monitor new customer installations/onboarding processes, trends and performance from point of sale to group plan establishment via Decisely tracking tools Communicate account setup requirements and expectations with customers a well as to key stakeholders Educate new customers on Decisely's toolkit, capabilities, and best practices to simplify adoption and align expectations Record customer implementation needs, requests, and questions in ticketing system and communicate such to key Decisely stakeholders Work with inter-departmental partner teams to create and implement targeted onboarding strategies and leverage feedback for continuous process improvement for onboarding new customers Intuitively develop a cohesive relationships and a deep understanding of our new customers' business and operational objectives and instinctively listen and confirm customer needs for tremendous outputs KEY COMPETENCIES: High school diploma is required but an Associate or bachelor's degree in Business, Marketing or related field is preferred Proficient in computer software systems including MS Office and MS Excel Working knowledge of customer relationship management software and data analysis Excellent motivational skills and works will with a team but also able to work alone Strong communication and interpersonal skills and dedication to customer satisfaction Excellent time management and organizational skills and the ability to multitask and prioritize tasks and competing deadlines Knowledge of onboarding practices and the most efficient customer service techniques Ability to interpret onboarding metrics and perform data entry Ability to pay strong attention to detail EDUCATION and/or EXPERIENCE: Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Must have high level of customer service (external customers and internal customer service) and interpersonal skills to handle sensitive and confidential situations Position continually requires teamwork, demonstrated poise, tact, and diplomacy. High school diploma or G.E.D. equivalent required Associates or College Degree and some related experience preferred Some knowledge of and/or experience in the insurance industry Life and Health License preferred PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.

Work From Anywhere | Weekly Pay + Performance Bonuses | Stable, Long-Term Career Are you looking for a rewarding, remote career where you can help people while enjoying job security, career growth, and competitive earnings? Do you want to avoid cold calling and work with pre-qualified clients in a supportive team environment? If so, AO Globe Life wants to hear from you! What Makes This Opportunity Different? ✅ No Cold Calling - Connect with warm, pre-qualified clients only! ✅ 100% Remote - Work from home with a flexible schedule. ✅ Weekly Pay + Bonuses - Get rewarded for your hard work. ✅ Growth on Your Terms - Promotions based on performance, not tenure. ✅ Union-Backed Stability - A secure, long-term career with benefits. ✅ Full Training & Support - No experience? No problem! We provide mentorship & resources to help you succeed. What You'll Do: 🔹 Assist Union Members - Help clients understand & manage their benefits. 🔹 Provide Personalized Service - Answer questions & guide clients through their options. 🔹 Use Cutting-Edge Technology - Work with digital tools & CRM systems for efficiency. 🔹 Represent a Respected Brand - Join a team that has been protecting families since 1951. Who's a Great Fit? ✔ Strong Communicator - Friendly, professional, and great at explaining information. ✔ Customer-Focused - Passionate about helping others & solving problems. ✔ Tech-Savvy & Adaptable - Comfortable using virtual platforms & CRM tools. ✔ Self-Motivated & Organized - Thrives in a remote, results-driven environment. ✔ Previous Customer Service Experience? Awesome! But not required-training is provided! Perks & Benefits You'll Love: Competitive Weekly Pay + Bonuses - Earn for your hard work & dedication. Career Growth Opportunities - Leadership development & fast-track promotions. Full Benefits Package - Includes health & life insurance. Union-Backed Stability - A career with security & long-term potential. Incentive Travel Perks - Earn paid trips to dream destinations! Take the Next Step - Apply Today! If you're looking for a high-growth, high-impact career where you can earn well, grow fast, and make a difference, we want to meet you! 📩 APPLY NOW and start your journey toward a rewarding remote career!

Who is Trace3? Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executives and their organizations to achieve competitive advantage through a process of Integrate, Automate, Innovate. Our culture at Trace3 embodies the spirit of a startup with the advantage of a scalable business. Employees can grow their career and have fun while doing it! Trace3 is headquartered in Irvine, California. We employ more than 1,200 people all over the United States. Our major field office locations include Denver, Indianapolis, Grand Rapids, Lexington, Los Angeles, Louisville, Texas, San Francisco. Ready to discover the possibilities that live in technology? Come Join Us! Street-Smart - Thriving in Dynamic Times We are flexible and resilient in a fast-changing environment. We continuously innovate and drive constructive change while keeping a focus on the “big picture.” We exercise sound business judgment in making high-quality decisions in a timely and cost-effective manner. We are highly creative and can dig deep within ourselves to find positive solutions to different problems. Juice - The “Stuff” it takes to be a Needle Mover We get things done and drive results. We lead without a title, empowering others through a can-do attitude. We look forward to the goal, mentally mapping out every checkpoint on the pathway to success, and visualizing what the final destination looks and feels like. Teamwork - Humble, Hungry and Smart We are humble individuals who understand how our job impacts the company's mission. We treat others with respect, admit mistakes, give credit where it's due and demonstrate transparency. We “bring the weather” by exhibiting positive leadership and solution-focused thinking. We hug people in their trials, struggles, and failures - not just their success. We appreciate the individuality of the people around us. About the Role: The Life Cycle Management (LCM) Client Success Specialist role is an experienced professional who will enable Trace3 to improve our customer satisfaction, grow our Life Cycle Client Success practice and increase our profitability with various partners, including but not limited to Cisco Systems, by leveraging partner programs to enhance Trace3's overall profitability. The LCM Senior Client Success Specialist will report to the LCM Client Success Manager. This role includes the development and execution of the Client Success business plan and customer software objectives, obtaining commitment from the functional leadership teams, such as sales, delivery, and support, and identifying additional resources to support Trace3 customers as needed. This role will also have accountability for overseeing overall operational readiness, leading operational improvements, and driving business development for new customer success offerings. What You'll Do: Customer & Relationship Management: Cultivate strong, positive relationships with key client stakeholders and account teams Act as the main point of contact for clients, understanding their needs and proactively addressing any concerns Lead the onboarding process for new clients, ensuring a smooth transition to Cisco software solutions Develop and execute comprehensive adoption strategies to maximize client utilization of software features and functionalities Monitor and analyze key performance indicators related to software adoption Drive conversations with customers to demonstrate alignment between customer objectives and technology solutions purchased Align with Trace3 customers to develop a clear understanding of each customer's strategies and goals Client Success Team Responsibilities: Research and stay up to date on strategic partner programs and initiatives Analyze data related to software usage and costs to identify potential cost-saving opportunities and optimize software licenses Stays current with industry and technical insights through consultation with the Customer Success community, peers, partners, and customer stakeholders Manage a repeatable and predictable process creating efficient and robust Customer Success plans for technology portfolios that drives business objective achievements Coach customer and account team to support customer adoption and active usage of products and services that are aligned to outcomes and objectives defined within agreed-upon customer success plans Facilitate additional resources as needed General Partner Management & Development: Understand key initiatives of strategic partners and work to execute on the activities on a timely basis Communicate goals and objectives to the sales, solution architects, and functional business units Assist and lead in partner activities by demonstrating expertise in various areas Plan and execute initiatives to reach the target objectives with our strategic partners Assist in creating and distributing company internal communications Assist in managing external design resources Provide reporting to the LCM Client Success Manager and Management Team Perform additional requests as needed in support of the LCM Team Qualifications & Interests: 5+ years minimum experience working directly with enterprise-level customers in the Cisco space Experience supporting and working within Cisco licensing models and Smart Accounts Cisco Customer Success Manager (DTCSM) required Excellent people leader and mentor, open to direction and collaborative work style and commitment to get the job done Experience in delivering client-focused solutions based on customer needs while cultivating an excellent customer experience Successful management of competing priorities and adapting to evolving circumstances in real-time Strong computer skills, including MS Office, and partner portals Exceptional communication and writing skills Personable team player Ability and experience adapting to new processes and procedures Bachelor's Degree preferred Actual salary will be based on a variety of factors, including location, experience, skill set, performance, licensure and certification, and business needs. The range for this position in other geographic locations may differ. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base salary.Estimated Pay Range$70,000—$90,000 USD The Perks Comprehensive medical, dental and vision plans for you and your dependents 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability Competitive Compensation Training and development programs Stocked kitchen with snacks and beverages Collaborative and cool culture Work-life balance and generous paid time off Our Commitment At the core of Trace3's DNA is our people. We are a diverse group of talented individuals who understand the importance of teamwork and demonstrating leadership, character, and passion in all that we do. We're committed to fostering an inclusive workplace where everyone feels respected, valued, and empowered to grow. We recognize that embracing diversity drives innovation, improves outcomes, fosters collaboration, boosts teammate satisfaction, and builds a more inclusive culture. As an equal opportunity employer, Trace3 bases all employment decisions based on individual qualifications, merit, and business requirements. We do not engage in discrimination on the basis of race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), national origin, age (40 or older), disability, genetic information, or any other characteristic protected by federal, state, or local law. Any demographic information provided is strictly voluntary, kept confidential in accordance with Equal Employment Opportunity (EEO) regulations, and will not be used in employment decisions, including hiring, promotions, or mentorship programs. We are committed to providing equal employment opportunities for all. If you require a reasonable accommodation to complete the application process or participate in an interview, please email *********************. ***To all recruitment agencies: Trace3 does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses, Trace3 employees or any other company location. Trace3 is not responsible for any fees related to unsolicited resumes/CVs.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realize their financial goals and help them save time and money. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments. We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com. Job Description As a Client Success Specialist, you'll guide new clients through the onboarding process for our unemployment management services-from initial setup to full implementation. We are looking for experience communicating the value of the product and its features to customers, attention to detail, and an enthusiastic approach to client relationships. You'll report directly to the Director of Provisioning. Key Responsibilities Lead the end-to-end onboarding process, including data collection, system setup, and client training. Coordinate with clients to confirm start dates, gather contacts, and ensure system configuration. Ensure accurate and up-to-date tax information throughout your client lifecycle. Train clients on the Hamlet platform prior to go-live. Be the primary contact for client inquiries and issue resolution. Present quarterly reports and collaborate with clients to improve response quality Qualifications Education: Bachelor's degree in Business Administration, Communications, Human Resources, or a related field or Equivalent years of work experience. Experience: Two (2) plus years of experience in client onboarding, customer success, account management, or a related client-facing role. Experience working with SaaS platforms or HR/payroll systems is a plus. Familiarity with unemployment claims processes or compliance standards is highly desirable. Qualifications: Proven experience in client onboarding, customer success, or account management. Strong presentation and communication skills. Proficiency in Microsoft Office Suite. Ability to manage multiple clients and deadlines simultaneously. Familiarity with unemployment claims processes and compliance standards is a plus. Additional Information Perks: Lucrative overachievement plan Experian Elite - Annual trip for Top Performers 15 days of vacation accrual annually, five sick days, two volunteer days Wellness plans, online discounts, employee discounts, pet insurance and more Employee stock purchase program and 401K matching and immediate vesting Fully remote role Experian is proud to be an Equal Opportunity and Affirmative Action employer. Innovation is a critical part of Experian's DNA and practices, and our diverse workforce drives our success. Everyone can succeed at Experian and bring their whole self to work, irrespective of their gender, ethnicity, religion, color, sexuality, physical ability or age. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity. #LI-Remote

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers, 2) led by advantaged underwriting in insurance, 3) to protect the whole home. As a leader in the home services software-as-a-service ("SaaS") space, we've built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies. In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED. Job Title: Client Relationship Specialist Location: Virgina Beach, VA Workplace Type: Onsite Job Summary The future is bright for the Porch Group, and we'd love you to be a part of it as our Client Relationship Specialist for Rynoh, A Porch Family Company. Rynoh, a Porch Group company is a patented, cloud-based SaaS financial management platform and fraud prevention system that has revolutionized escrow account management practices. Since it was introduced, RynohLive has identified and prevented escrow theft, wire and ACH fraud, stopped employee embezzlements, eliminated check fraud and disbursing errors, and have saved our clients millions of dollars. We are seeking a highly motivated and results-driven Client Relationship Specialist to join our team at Rynoh. As a Client Relationship Specialist, you will own and manage relationships with clients, facilitating seamless communication and collaboration with the clients. Your primary focus will be to ensure client satisfaction, identify new business opportunities, and collaborate with internal teams to deliver exceptional service. The ideal candidate will have a proven ability to build strong relationships, manage projects, and provide consultative insights to improve business processes. This role requires a thorough understanding of the Escrow and Financial services industry, particularly in the Title and Escrow space, and performance reporting software. This position offers a compelling opportunity for an individual with strong interpersonal skills and a passion for fostering long-lasting client relationships. What You Will Do as a Client Relationship Specialist * Cultivate and nurture strong client relationships, own and manage conversations with clients. * Understand the clients' unique needs and act as the primary point of contact, ensuring clear and effective communication. * Conduct regular check-ins and anticipate client requirements to ensure client satisfaction and loyalty. * Identify opportunities for mutual growth and enhanced service delivery through effective communication with a collaborative approach. • Answer phone calls, voice mails, and emails within expected service levels. • Analyze and resolve customer inquiries while providing positive customer experience through creative solutions. * Research and resolve bank account balance discrepancies, positive pay errors, overall bank account issues. * Work closely with internal teams, including sales, marketing, and product development, to ensure client needs are met. Manage and resolve any issues or challenges that arise during the day-to-day processes. * Evaluate and offer enhancements with existing processes to improve efficiency and effectiveness. * Investigate a range of issues and requests that require gathering information, setting expectations, and working with other support teams to fulfill the request while delivering expert customer service. * Effectively manage time and tasks in a remote work environment. * Collaborate with team members through virtual communication tools. * Other duties and responsibilities as assigned. What You Will Bring as a Client Relationship Specialist * High school diploma or GED. College degree preferred. * 3+ years of proven experience in a similar client-facing role. * 3+ years of experience in the Title and Escrow Insurance Industry. * Experience working with Microsoft Office. * Experience with Salesforce.com. * Strong sense of customer service and attention to detail. * Good organizational skills with proven flexibility to meet the ever-changing needs of a growing business. * Excellent verbal and written communication skills. * Strong problem-solving skills with the ability to think strategically and adapt to change. * Have an average understanding of computers and software with little to no hesitations on how to fix general computer problems. * Must be a driven self-starter with a positive mindset and have the proven ability to work with little to no supervision. * Ability to multi-task, navigate multiple systems at once, and simultaneously maintain a high level of accuracy and customer service. The application window for this position is anticipated to close in 2 weeks (10 business days) from 04/23/2025 Please know this may change based on business and interviewing needs. At this time, Porch Group does not consider applicants from the following states for remote positions: Alaska, Arkansas, Delaware, Hawaii, Iowa, Maine, Mississippi, Montana, New Hampshire, and West Virginia. What You Will Get as A Porch Group Team Member Pay Range* $20.19 - $26.92 Hourly Please know your actual pay at Porch will reflect a number of factors among which are your work experience and skillsets, job-related knowledge, alignment with market and our Porch employees, as well as your geographic location. Additionally, you will be eligible to receive long-term incentive awards, subject to program guidelines and approvals. Our benefits package will provide you with comprehensive coverage for your health, financial wellness and wellbeing. * Our health care benefits include medical, dental and vision programs with a healthcare savings account (HSA) and healthcare flexible spending account (FSA) options. * Our life and disability benefits include company-provided and voluntary life and AD&D insurance and short- and long-term disability insurance. * Our financial wellness programs include a 401(k)-retirement savings plan and dependent care flexible spending account (DC FSA) and transportation savings account options. preparation, and fitness and other discounts programs. * Our wellness programs include flexible paid vacation, company-paid holidays of typically nine per year, paid sick time, paid parental leave, an employee assistance program (EAP), identity theft program, travel assistance, will preparation, and fitness and other discounts programs. #LI-ED1 What's next? Submit your application and our Porch Group Talent Acquisition team will be reviewing your application shortly! If your resume gets us intrigued, we will look to connect with you for a chat to learn more about your background, and then possibly invite you to have virtual interviews. What's important to call out is that we want to make sure not only that you're the right person for us, but also that we're the right next step for you, so come prepared with all the questions you have! Porch is committed to building an inclusive culture of belonging that not only embraces the diversity of our people but also reflects the diversity of the communities in which we work and the customers we serve. We know that the happiest and highest performing teams include people with diverse perspectives that encourage new ways of solving problems, so we strive to attract and develop talent from all backgrounds and create workplaces where everyone feels seen, heard and empowered to bring their full, authentic selves to work. Porch is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. Porch Group is an E-Verify employer. E-Verify is a web-based system that allows an employer to determine an employee's eligibility to work in the US using information reported on an employee's Form I-9. The E-Verify system confirms eligibility with both the Social Security Administration (SSA) and Department of Homeland Security (DHS). For more information, please go to the USCIS E-Verify website.

Description What We're Looking For:Ready to explore the opportunity of Client Support/Success Specialist in Meltwater? We're searching for individuals like yourself to join our dynamic team and enhance our customer experience in the Premium Support portfolio. As a Client Support Specialist, you will closely collaborate with the Program Manager and Sales to ensure customer requirements are fulfilled. You will advocate for innovation and best practice adoption, and leverage technology to address challenges. Joining Meltwater means entering a space where you'll grow both personally and professionally. Our environment is all about helping you develop your talents, offering mentorship, and embracing inclusive leadership principles. You'll work alongside experienced colleagues and supportive leaders who are committed to guiding you. Be part of our lively community, where we celebrate your unique contributions and encourage you to reach your full potential. Let's team up and dive into the world of client support, making a real difference together. What You'll Do: Manage a portfolio of Enterprise Premium Support clients. Handle day-to-day reactive requests by delegating tasks to Managed Services, Product Support, or addressing them directly as needed. Responsible for overseeing the completion of the customer's scope of work. Create "blueprints" for Searches and Dashboards, leveraging resources to address complex and specific client requirements effectively. Monitors Enterprise support consumption within their portfolio and provides insights on key themes and challenges to the account Customer Success Manager (CSM) and/or Program Manager as needed. Work closely with the Program Manager to continually enhance our enterprise support offerings through collaborative efforts. Support Program Manager in completing operational tasks necessary for software and/or service deliveries. Identify workflow inefficiencies or out-of-scope requests, and support the Program Manager in alignment among all stakeholders regarding the scope of Enterprise support. What You'll Bring: Bachelor's degree or higher in any field, accompanied by a minimum of 2 years' experience in business-to-business client support, preferably within the SaaS industry. Proficiency in at least one major business domain area (e.g., Retail, Consumer Goods, Government, Communications, Media, Tech Health, Life Sciences, Financial, Agency). Strong analytical skills enabling effective problem-solving in business contexts. Demonstrated capability to communicate, present, and influence convincingly across all organizational levels, both internally and externally. Cross-functional collaboration skills, adept at leveraging resources to prioritize customer satisfaction with a client-centric mindset. Experience with large-scale enterprise implementations, understanding associated challenges and requirements. Proficient in Boolean logic and data structuring methodologies. Excellent written and verbal communication skills in Japanese and English. Highly desired: Korean language proficiency. Willingness to embrace the best of both worlds with our hybrid work schedule. This role requires you to be in the office 3 days a week. The ability to legally work in the country of hire is required for this position. What We Offer: Enjoy 20 days of annual paid time off plus an additional day off on your birthday! Monthly wellness allowance to support your commitment to a healthy lifestyle. Comprehensive health insurance tailored for you, complete with an annual health check. Employee assistance programs covering mental health, legal, financial, wellness, and behaviour areas to ensure your overall well-being. Complimentary CalmApp subscription for you and your loved ones, because mental wellness matters. Energetic work environment with a hybrid work style, providing the balance you need. Benefit from our family leave program, which grows with your tenure at Meltwater. Thrive within our inclusive community and seize ongoing professional development opportunities to elevate your career. Where You'll Work: Japan, Tokyo, Shibuya-ku, Ebisu 1-18-18, Tokyu Fudosan Ebisu Bldg. 5F Our Story At Meltwater, we believe that when you have the right people in the right environment, great things happen. Our best-in-class technology empowers our 27,000 customers around the world to make better business decisions through data. But we can't do that without our global team of developers, innovators, problem-solvers, and high-performers who embrace challenges and find new solutions for our customers. Our award-winning global culture drives everything we do and creates an environment where our employees can make an impact, learn every day, feel a sense of belonging, and celebrate each other's successes along the way. We are innovators at the core who see the potential in people, ideas and technologies. Together, we challenge ourselves to go big, be bold, and build best-in-class solutions for our customers. We're proud of our diverse team of 2,200+ employees in 50 locations across 25 countries around the world. No matter where you are, you'll work with people who care about your success and get the support you need to unlock new heights in your career. We are Meltwater. Inspired by innovation, powered by people. Equal Employment Opportunity Statement Meltwater is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: At Meltwater, we are dedicated to fostering an inclusive and diverse workplace where every employee feels valued, respected, and empowered. We are committed to the principle of equal employment opportunity and strive to provide a work environment that is free from discrimination and harassment. All employment decisions at Meltwater are made based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, marital status, veteran status, or any other status protected by the applicable laws and regulations. Meltwater does not tolerate discrimination or harassment of any kind, and we actively promote a culture of respect, fairness, and inclusivity. We encourage applicants of all backgrounds, experiences, and abilities to apply and join us in our mission to drive innovation and make a positive impact in the world.

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 multi task, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers a like, the confidence that their transaction is in reliable and skillful hands. This position is 100% remote and will support various markets. Primary Job Functions Responsibilities may include but not be limited to: * Perform non licensed administrative tasks for real estate agents. Identifying and managing the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner. * Collaborating closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. * Organizing all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. * Serve as all deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. * Coordinate or confirm scheduling of home inspections, appraisal and closing 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 Competencies To perform the job successfully, an individual should demonstrate the following competencies: * Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. * People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. * Technical- ability to learn and navigate multiple software systems with an elevated level of competency. * 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 change, 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

Prosper Health is on a mission to make life happier and healthier for autistic and neurodivergent adults. Autistic adults have been systematically overlooked by the healthcare system-despite autism diagnoses increasing more than 5x in the past 25 years. This has led to extremely poor outcomes: autistic adults are 11x more likely than the average person to experience suicidal ideation and face a life expectancy 30 years shorter than average. Prosper offers virtual mental health services-covered by insurance and built specifically for autistic adults. We help thousands of people get diagnosed for the first time in their lives, pair them with neurodivergent-affirming therapists, and foster belonging through community. In just 2 years, we have grown to double digit millions of run-rate revenue, thousands of active clients, and 200+ clinicians. We have a lean, ambitious team, and recently raised a Series A to help us transform mental health for autistic and neurodivergent adults. The Role As our Client Experience Specialist, you'll build and maintain exceptional relationships with our clients, collaborating cross-functionally to ensure our clients have the best possible experience. You'll be the primary point of contact for our client base, ensuring every interaction reflects our commitment to outstanding service. Core Responsibilities Manage all client communications across multiple channels (email, phone, text) with a focus on prompt, professional, and personalized responses Work closely with the executive team to develop and implement client experience strategies Create and document communication processes and best practices as we scale Identify trends in client feedback and propose solutions to enhance our service Coordinate with internal teams to resolve client queries and ensure smooth service delivery Take initiative in improving our client experience systems and processes What You Bring Our ideal candidate is someone who deeply cares about improving outcomes for autistic adults and sees beyond the day-to-day tasks. We're looking for someone who is excited about building supportive, affirming client experiences from the ground up. If you thrive in dynamic environments and are passionate about creating exceptional support systems for our autistic clients, we want to hear from you. Experience in communication-heavy roles, preferably in a fast-paced startup environment. Exceptional written and verbal communication skills Natural problem-solving ability and comfort with ambiguous situations Strong organizational skills and attention to detail Self-starter mentality with the ability to work independently Adaptability and eagerness to wear multiple hats as needs evolve We encourage you to apply even you don't have previous experience on a client success team or in healthcare! What We Offer Opportunity to shape a key role within a growing startup Competitive salary Health, dental, and vision benefits Flexible PTO policy Remote-first work environment More about Prosper Health Our team: We are a team of thoughtful, caring, action-oriented problem-solvers-paired with true experts in the field, including clinicians and autistic self-advocates. Our operations team is based in New York and spread across the U.S., with talent from Bain, McKinsey, BCG, FirstHand Health, SeatGeek, Benchling, and schools like Harvard, MIT, Yale, Penn, Northwestern, Dartmouth, Vanderbilt, and more. Our culture: Clients first - decisions start by asking what is best for our clients; we stay extremely close to our community and self-advocates so we know how to best support autistic adults Honesty and transparency - startups fail when they lose touch with reality. We speak the truth-to ourselves and each other-because the mission depends on it. Play to win - the problems we're solving are hard. We're here for the challenge-and we want teammates who are hungry to win. Growth mindset - we won't get everything right the first time. We learn fast, iterate, seek feedback, and keep getting better. Bias for action - velocity matters. We move quickly, make decisions, and focus on what drives impact. Enjoy the journey - we're building something meaningful, but we're here to enjoy ourselves while doing it. We laugh, support each other, and make the day-to-day fun.

About us: Grow Therapy is on a mission to serve as the trusted partner for therapists growing their practice, and patients accessing high-quality care. Powered by technology, we are a three-sided marketplace that empowers providers, augments insurance payors, and serves patients. Following the mass increase in depression and anxiety, the need for accessibility is more important than ever. To make our vision for mental healthcare a reality, we're building a team of entrepreneurs and mission-driven go-getters. Since launching in February 2021, we've empowered more than ten thousand therapists and hundreds of thousands of clients across the country and insurance landscape. We've raised more than $178mm of funding from Sequoia Capital, Transformation Capital, TCV, SignalFire, and others. As a Specialist I, Client Success you'll play a key role in helping people move from intention to action in their mental health journey. You'll connect with clients who've shown interest in therapy but haven't yet started, those who've missed or canceled appointments, and others who may be feeling uncertain about continuing care. Your job is to meet them where they are with empathy, clarity, and encouragement, and help them move forward. Whether that's navigating provider fit, rebooking appointments, or simply offering a listening ear, you'll make it easier for people to get the care they deserve, especially when the path feels uncertain. What You'll Be Doing: Re-engage prospective and early-stage clients through timely, high-empathy outreach via phone, SMS, and email. This includes those who submitted inquiries but haven't booked, canceled/no-showed their first session, or may be uncertain about their provider fit. Coach clients through key moments of decision-making, providing clarity on platform tools (e.g., messaging, rescheduling, rematching), addressing hesitation, and offering provider support options that meet their evolving needs. Document and track client interactions using tools like Intercom to maintain a clear record of communication, surface trends, and ensure timely follow-up throughout the client journey. Partner with internal teams including Clinical, Provider Operations, and Support to resolve issues quickly, share insights, and ensure a seamless handoff for escalated or complex cases. Champion continuous improvement by identifying recurring pain points or engagement barriers, advocating for client needs, and contributing to cross-functional efforts to enhance the overall care experience. The base compensation range for this position is $45,000 - $48,000 USD. This position will also include monthly variable commission ($1500 at performance goal). The base compensation for this role will vary depending on several factors, including relevant experience, qualifications, and the candidate's working location. You'll Be a Good Fit If: Thrive in people-facing roles and bring 1-3 years of experience in client success, care navigation, inside sales, or mental health services. Communicate with warmth, clarity, and confidence across phone, SMS, and email and can tailor your tone to meet clients where they are emotionally. Know how to guide someone through uncertainty, helping them navigate options, overcome friction, and feel empowered to take the next step. Balance structure with empathy, hitting outreach and productivity goals while ensuring every interaction feels human and personalized. Stay energized in fast-paced, mission-driven environments, where every conversation can have a real impact on someone's mental health journey. If you don't meet every single requirement, but are still interested in the job, please apply. Nobody checks every box, and Grow believes the perfect candidate is more than just a resume. Note: Please upload your resume in PDF format Benefits The chance to drive impact within the mental healthcare landscape from day one Comprehensive health insurance plans, including dental and vision Our dedication to mental health guides our culture. Wellness benefits include (but are not limited to): Flexible working hours Flexible Time Off Company-wide winter break Mental health mornings (2 hours each week) Wellness Stipend In-office meals and snacks Continuous learning opportunities Competitive salary The opportunity to help build a rapidly scaling start-up organization by taking strong ownership of your work, mentorship, and our unbounded leadership opportunities Grow Therapy is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. As part of our recruitment process, we use a third-party AI tool (Covey) to assist in the initial screening of resumes and applications. This tool analyzes candidates' qualifications based on the information provided in the application to identify potential matches. Certain features may qualify the tool as an AEDT (automated employment decision tool) under New York City Local Law, and may be considered an AI tool under other applicable state and city laws. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. Final hiring decisions are made by our human recruitment team, and no automated system makes the ultimate decision regarding hiring. We began using Covey Scout for Inbound on January 11, 2025. The independent bias audit report covering our use of Covey is here. By submitting your application, you acknowledge and consent to the use of automated tools in our recruitment process. You also understand that your application may be processed by AI systems as part of the screening and selection process. We are committed to ensuring transparency in our hiring practices. If you have any questions about how our AI tools work, or if you would like to request additional information, please contact **************************.If you require an accommodation due to a disability, or if you have concerns regarding the use of AI in our hiring process, please contact **************************. We will be happy to provide assistance or discuss alternative methods for participating in our recruitment process.

Are you a results-driven individual seeking a flexible, remote opportunity where your efforts directly impact your success and contribute to a growing organization? Join our established company, operating in over 100 countries, which offers online courses and live and virtual events for personal growth and empowerment, and create a fulfilling career by helping others reach their potential. As an Independent Contractor, you will enjoy the freedom to set your own hours, work from anywhere, and connect with individuals globally, all while making a positive difference. This performance-based opportunity is ideal for motivated individuals passionate about personal growth and contributing to a team. Do you thrive in an independent work environment and enjoy managing your own schedule and workload? We offer a supportive structure and the opportunity to develop your skills within a collaborative team. Qualifications/Experience: Driven by Results: 7+ years of demonstrable success in achieving goals in a professional setting Digital Marketing Savvy: Experience with social media platforms (Facebook, Instagram, LinkedIn) and video conferencing tools (Zoom) Strong Communicator: Excellent phone skills and comfortable in conducting professional consultations Our Shared Values: Purpose-Driven: A genuine desire to contribute to the growth and development of others Success-Oriented: A focus on continuous improvement and achieving meaningful results Lifelong Learners: A commitment to personal and professional development Responsibilities: Market & Connect: Implement effective marketing strategies to reach potential clients, generate and qualify leads, and conduct professional interviews (scripts and training provided) Mentor and Guide: Share your expertise and support clients on their personal and professional development journey Innovate and Grow: Identify opportunities to expand your reach and develop across diverse platforms Contribute and Impact: Become an active member of our community of like-minded individuals This is not a salaried position. Instead, it offers a performance-based earning model, suitable for independent professionals ready to take control of their time and outcomes. What Now: Apply today and begin shaping your future in the field of personal development! Let's have a 5-10 minute initial chat to see if it's a fit for you.