Source Job

• Make at least 100 outbound, cold calls a day
• Deliver effective and enthusiastic communication to encourage members to utilize Transcarent's services
• Provide concierge level service and instill trust in our team

Transcarent is a health and care platform bringing medical, pharmacy, and point solutions together. They empower health consumers with more choice, access to higher-quality care, and lower costs for 21 million members across 1,700 employers and health plans.

• 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.

• Provide operational oversight of outsourced Customer Service operations.
• Oversee internal Customer Service operations.
• Manage all executive-level escalations across the Servicing organization.

GoodLeap is a technology company that delivers financing and software for sustainable solutions. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology. Thousands of professionals rely on GoodLeap’s AI-powered applications and developer tools to drive more transparent customer communication and streamlined payment and operations.

• Deliver fast, accurate, and empathetic support to healthcare professionals across chat, voice, and email.
• Navigate tools like Zendesk and Salesforce to investigate cases and maintain accurate documentation.
• Monitor trends and flag recurring issues or process gaps to improve worker experience and internal operations.

Clipboard Health helps professionals turn extra time into career growth and financial opportunity with an app-based marketplace. It is a fast-growing Series C marketplace with a global, remote team of 1,000+ people and has been profitable since 2022.

• Answer customer calls and reply to email inquiries in a fast-paced environment.
• Act as a point of escalation for complex customer and process issues.
• Assist customers with navigating the Nutrafol website.

Nutrafol is a company that creates clinically tested products for hair growth and provide support for people at every step of their hair journey. They embrace individuality and differences, leading by example, and empowering themselves and others with their passion for wellness and innovation.

• Oversee daily claim workflows ensuring accuracy, timeliness and adherence to compliance requirements within Required SLAs.
• Own team performance across CSAT, Quality, Productivity, Aging, and SLA, translating results into clear action plans.
• Coach and develop team members through 1:1s, performance management and targeted development plans.

Extend is revolutionizing the post-purchase experience for retailers and their customers by providing merchants with AI-driven solutions. Extend works with more than 1,000 leading merchant partners across industries and our headquarters is in downtown San Francisco.

• Be the first point of contact for customer questions through email, chat, and phone
• Become a product expert and function as a first-level problem solver
• Escalate issues to the appropriate team while maintaining communication with the affected user

Tremendous provides a platform to send bulk payouts to people in over 230 countries and regions. The company consists of 20,000+ companies and they aim to increase efficiency, flexibility, and fulfillment at work within a culture that embraces remote work, documentation, and fewer meetings.

• Interface with customers via email, phone, and video conferencing to resolve issues quickly, efficiently, and with a human touch
• Conduct consultative calls and write detailed explanations that help customers understand complex insurance, compliance, and platform topics independently
• Investigate and resolve technical problems by reviewing databases, analyzing system logs, and partnering with engineering—then translate findings into clear customer communications

Thatch is a fully distributed early-stage company using technology to change the way America does healthcare. We are described as a happy, friendly, high-velocity team.

• Lead and support a team of Member Engagement Representatives.
• Monitor realtime performance and provide coaching and feedback.
• Guide team members through escalations and ensure timely resolution.

Solera Health focuses on delivering high-quality member experiences. Their culture values growth, teamwork, and continuous improvement.

• Handle inbound calls and chat boxes from our members regarding Sidecar Health’s products and services.
• Provide excellent customer service in a timely and positive manner.
• Build rapport and maintain positive relationships with existing members to understand their needs and ensure a memorable member experience.

Sidecar Health is redefining health insurance with a mission to make excellent healthcare affordable and accessible. Their team comes from diverse backgrounds and shares a desire to fix a broken system, making healthcare personalized, affordable, and transparent.

• Serve as the primary point of contact for participants and site coordinators via phone, email, and support channels.
• Map and document our support processes end-to-end — own the workflows, find the gaps, fix them.
• Spot patterns in support issues and work cross-functionally to address root causes, not just symptoms.

Mural Health is a fast-growing clinical technology start-up that makes clinical trials easier for participants. Their mission is to eliminate any barriers participants or caregivers experience while being part of a clinical trial.

• Perform in-depth quality audits on customer support calls and email cases.
• Ensure accuracy of information and professionalism in customer interactions.
• Propose documentation updates to enhance the Customer Service Representative (CSR) experience.

Evry Health aims to bring humanity to health insurance with high-technology health plans that expand benefits, increase access and transparency, and feature a personalized, human approach. They are the major medical division of Globe Life (NYSE:GL), which has 16.8 million policies in force, more than 3,000 corporate employees and 15,000 agents.

• Manage all inbound phone, text, and email support to ensure clients feel supported.
• Build and maintain a QA function to review response quality and coach the team.
• Identify inefficiencies in workflows and tooling, and implement solutions.

Prosper Health aims to improve the lives of autistic and neurodivergent adults by delivering specialized, insurance-covered mental health services. They have thousands of active clients and 400+ clinicians, and their team is high-ownership and mission-driven.

• Provide phone, email, and text-based support to Roadie customers, partners, users, and other community members
• Proactively monitor in-progress deliveries and take corrective action when necessary
• Collaborate with team members from various Roadie departments to ensure seamless delivery experience

Roadie, a UPS company, is a leading logistics and delivery platform that helps businesses tackle the complexities of modern retail. With a network of more than 310,000 independent drivers nationwide, Roadie offers flexible delivery solutions that make complex logistics challenges easy.

• Provide support and solutions for at-risk customers with an overall goal of account retention
• Oversee customer escalations, collaborating with key stakeholders to ensure timely delivery of durable solutions to customer issues
• Proactively identify ways to enhance the customer experience and raise the bar on our high standards

TouchBistro is an all-in-one Point-of-Sale and restaurant management system that makes running a restaurant easier. They have powered more than 29,000 restaurants around the world and believes in fostering an inclusive workplace where all individuals have an opportunity to succeed.

• Serve as the primary point of contact for basic technical support and product-related inquiries.
• Provide exceptional customer service for tier 1 tickets via phone calls while maintaining a high level of professionalism and empathy.
• Continuously identify opportunities to improve the customer support process.

Fleetio is a modern software platform that helps thousands of organizations worldwide manage their fleet operations. They raised $450M in their Series D funding round in March of 2025 and are on an exciting trajectory as a company.

• Resolve Tier 2 escalations requiring structured troubleshooting, product configuration review, and data analysis—particularly those impacting scheduling logic, payments, and customer workflows.
• Investigate and validate customer financial data (e.g., deposits, refunds, structured payments) to ensure platform accuracy and proper resolution.
• Provide technical guidance within internal Slack channels, helping teammates interpret product behaviors and troubleshoot known issues.

Boulevard provides the first and only client experience platform for appointment-based, self-care businesses. They empower their customers to give their clients more of the magical moments that matter most. Their team values diversity and believes in equal opportunity for all.

• Develops an advanced understanding of all SmarterDx applications, partnering with cross-functional teams to resolve complex customer issues
• Acts as an escalation point of contact for complex Support issues that have been triaged by Support Analysts
• Proactively documents and trains the Customer Success team on new or updated processes

SmarterDx, a Smarter Technologies company, builds clinical AI that is transforming how hospitals translate care into payment. Founded by physicians in 2020, their platform connects clinical context with revenue intelligence, helping health systems recover millions in missed revenue, improve quality scores, and appeal every denial.

• Shape and enhance a global support structure for SMB clients and Member Apps.
• Optimize operations and unify processes to drive efficiency and service quality.
• Lead a team committed to creating exceptional customer journeys.

Jobgether is a platform that uses AI-powered matching to ensure applications are reviewed quickly and fairly. They identify top-fitting candidates and share the shortlist with hiring companies, with the final decision managed by the internal team.

• Troubleshoot and resolve issues Clients and Therapists raise via Phone and Live Chat.
• Assist and educate customers on the Grow Therapy platform, providing great customer service to our Clients and Therapists.
• Serve as the customer's go-to resource and passionate advocate, ensuring both Clients and Therapists feel heard and supported throughout their journey with Grow Therapy.

Grow Therapy's mission is to serve as the trusted partner for therapists growing their practice, and patients accessing high-quality care. They are a three-sided marketplace that empowers providers, augments insurance payors, and serves patients.