Manage the end-to-end onboarding process for new credit card applications, ensuring a smooth and efficient experience.
Answer support calls and emails from clients, addressing their inquiries and concerns related to the onboarding process.
Continuously improve onboarding systems and processes, identifying areas for optimization and implementing solutions to enhance efficiency and customer satisfaction.
MS OfficeCommunicationCustomer ServiceProblem Solving
Support the development, organization, and improvement of digital apps, customer-facing technology, platforms and tools used across the business.
Assist in gathering requirements, defining project tasks, and maintaining project timelines under guidance from senior team members.
Drive the development and implementation of innovative digital solutions that enhance client engagements and optimize app solutions
WSH is the parent company for leading brands operating in the catering and hospitality sectors. They operate in diverse sectors, including public spaces, workspaces, and education, with a central support office providing various services to the group companies, each retaining its own personality across catering and hospitality markets.
Support system updates and data migration initiatives tied to Lillio’s Payments platform.
Work directly with customers to guide them through merchant applications and answer questions.
Supporting customers with troubleshooting technical support issues via chat, email and phone.
Lillio (formerly HiMama) is a mission-driven business focused on empowering early childhood educators through innovative tools. They are a Series B, private-equity backed company recognized as an industry leader in EdTech.
Deliver exceptional support that drives meaningful value for our dental practices
Provide support on questions related to billing and claims that are sent through Archy and its integration with dental clearinghouse
Conduct 1:1 training with practices and their staff that showcase Archy’s capabilities
Archy is a vertical SaaS solution that is revolutionizing the dental practice management space, giving dental providers cutting-edge software that allows them to do what they do best (be dentists!). They have a remote-friendly culture.
Helping customers go through our application flow when required.
They are reinventing consumer credit by using technology to easily tap into people’s assets. They are a well-capitalized team of technology and finance executives with top-tier investors, and their culture values depth and rigor of thought, minimalist design, and speed of execution.
Partner with Sales, KYC Operations, Legal and Client Experience teams to ensure a seamless client onboarding process.
Ensure integrity of the sales pipeline, timely completion of client-specific contracts, and attentive client care.
Become familiar with new account opening requirements, verifying information, and coordinating necessary approvals.
Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto, offering custody, staking, and trading services. They are a diverse team of more than 600 members with offices in multiple locations and are funded by leading institutions.
Work cross-functionally to ensure smooth partner onboarding.
Own client eligibility file setup, monitoring, and accuracy.
Document client business requirements and liaise with technical teams.
Foodsmart is a leading telenutrition and foodcare solution, supported by a network of Registered Dietitians. Their platform promotes healthier food choices and behavior change, serving 2.2 million members across various health plans and insurers, and values customer focus and teamwork.
Advocate for restaurant owners so that they maintain ownership of their mobile app or online presence
Coach and educate restaurant owners on the best practices for their online ordering setup, backed by statistics and rigorous SEO testing by our product team.
Work on projects and initiatives that improve our internal processes
Owner.com is the AI growth system for local restaurants. Our AI continuously improves SEO, marketing, and online ordering to grow first-party orders. The team is in the low hundreds and includes top talent from the most successful companies in SMB software, including: Shopify, HubSpot, DoorDash, ServiceTitan, Rappi, Faire and Stripe.
Deliver best-in-class service and support to merchants via email and phone, using Loop product expertise.
Troubleshoot and diagnose software issues with empathy, escalating unresolved issues with detailed documentation.
Gather merchant feedback to share with Product and Engineering teams, acting as the Voice of the Customer.
Loop provides a connected commerce operations suite to help merchants make smarter decisions by fixing returns and exchanges. They have over 5,000 brands trusting them to turn cost centers into growth engines, and they value empathy, high standards, and authenticity.
Perform virtual card reporting and basic transaction investigations to confirm successful processing.
Execute manual updates to account records (e.g., expiration date maintenance) on a recurring basis.
Process and track payment requests and operational tickets.
Blend is an AI services provider, committed to co-creating meaningful impact for its clients through the power of data science, AI, technology, and people. We believe that the power of people and AI can have a meaningful impact on your world, creating more fulfilling work and projects for our people and clients.
Provide exemplary support to merchant partners, including marketing best practices and accounting workflows.
Resolve technical integration issues related to partners’ ecommerce front-end platforms and back-end order management systems.
Identify and implement new operational processes to drive efficiency.
Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. They are a remote-first company, with the majority of their roles being remote and employees having the flexibility to work almost anywhere within the country of employment.
As the first point of contact, troubleshoot any aspect of payer's problems.
Guide customers through their payment process, liaising with all departments.
Solve complex payment problems and conduct daily follow-up with unresolved requests.
Flywire is a global payments enablement and software company that was founded to solve high-stakes, high-value payments in higher education. The company has over 1,200 global FlyMates, representing more than 40 nationalities, and in 12 offices world-wide.
Collaborate with international teams and provider acquisition to move providers efficiently.
Partner with the team to pilot performance improvement projects and other projects as directed.
Call, text and email with Providers to encourage their activation and growth.
BetterHelp's mission is to remove the traditional barriers to therapy and make mental health care more accessible. Founded in 2013, they are the world’s largest online therapy service, providing affordable and convenient therapy across the globe.
Deliver fast, accurate, and empathetic support to workplace customers across voice and email.
Troubleshoot issues, follow or adapt workflows, and escalate when necessary.
Develop expertise in products and processes to identify recurring issues and improve customer experiences.
Clipboard exists to help people move up the socioeconomic ladder by connecting professionals with workplaces for on-demand shifts. It is a fast-growing Series C marketplace with a global, remote team of 1,000+ people and has been profitable since 2022.
Responds to telephone inquiries promptly, professionally, and efficiently to provide resolution.
Analyzes provider questions to determine best use of resources to resolve the situation.
Empower AI provides federal agency leaders with tools to elevate their workforce's potential for transformation. They leverage three decades of experience solving complex challenges in Health, Defense, and Civilian missions and are headquartered in Reston, VA.
Handle inbound and outbound customer calls, secure messages, and/or emails in a fast-paced contact center environment.
Use effective communication and probing questions and critical thinking skills to identify customer needs and provide relevant solutions which may include offering banking products.
Advise and educate customers on available Forbright's digital tools and resources to improve the user experience.
Forbright is a full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory and a meaningful mission.
Handle admin requests in a meaningful, delightful, and timely manner.
Lead comprehensive onboarding workshops and provide hands-on training for HR and Payroll administrators on Alan's dashboard.
Collaborate with various teams such as Key Account Managers, Customer Success Managers, Ops, Sales, Care, Pre-Sales, and Engineering.
Alan is a vertically integrated health partner that unites insurance and smart healthcare delivery into one seamless system, aiming to make prevention the new norm of care. They partner with tens of thousands of companies across France, Spain, Belgium, and Canada, serving over a million members.
Handle customer requests and feedback via phone and email through Salesforce (including troubleshooting and real time assistance).
Be a highly organized go-getter and problem-solver who seeks to enhance our customer experience by delivering accurate, quick and professional assistance.
Answer incoming customer calls, tickets and chats regarding product problems, service questions and general client concerns
Keeper Security is transforming cybersecurity for people and organizations globally. They are trusted by millions of individuals and thousands of organizations, and is the leader for password, passkey and secrets management, privileged access, secure remote access and encrypted messaging.
Develop relationships with partner practices to drive retention and growth.
Leverage data and insights to optimize engagement and maximize outcomes.
Share best practices and enable practices to grow their business using payment plan technology.
Cherry is a fast-growing FinTech company that provides a Buy Now, Pay Later solution for medical practices making healthcare services more accessible. They are backed by investors such as Kleiner Perkins and DCM and they aim to reshape the way patients pay for care.
Set appointments with merchants to present Point of Sale with Shift4 merchant servicing products.
Prospect over the phone, face-to-face through networking, and building referral partnerships.
Build relationships with our merchants by listening to their needs/desires and resolving any outstanding needs.
Shift4 redefines commerce by simplifying complex payments ecosystems across the world. As a leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry.
Manage and maintain accurate provider credentialing files and profiles.
Support Clinical Operations including Provider communications.
Coordinate full-cycle credentialing, re-credentialing, and insurance contracting.
SimpliFed is focused on providing maternal health services. The company appears to be a startup with a focus on innovation and improving women’s health.