Ensure all service level agreements (SLAs) are delivered according to specifications.
Escalate SLA cases to leadership team to avoid missed SLAs.
Generate weekly and quarterly status reports including KPI’s to review with your customers.
InCharge Energy is dedicated to providing comprehensive electric vehicle (EV) charging solutions. They foster a dynamic and inclusive work environment where employees are valued and supported.
Establish and maintain ongoing relationships with an assigned list of MCG customers.
Conduct regular business reviews and customer outreach in accordance with MCG/Customer Success/Account Management policy and process requirements.
Research and troubleshoot customer issues, which may involve discovery discussions as well as knowledge of MCG solutions/services, resources and processes to resolve the problem.
MCG leads the healthcare community to deliver patient-focused care. They have a mission-driven team and cultivate a work environment that nurtures personal and professional growth where you'll be able to fully realize your potential.
Manage a portfolio of small to mid-sized accounts to ensure successful adoption, engagement, and renewal.
Monitor customer health metrics to identify renewal risks early and take corrective action.
Identify and qualify potential expansion opportunities within assigned accounts.
Cordance accelerates the growth of vertically focused B2B SaaS companies through acquisition and long-term tactical and financial guidance. They are experienced operators and subject-matter experts with a passion for software and building businesses.
Answer calls from customers looking to schedule service jobs
Set up new customer accounts and locations
Assist with dispatching support, including coordinating jobs and supporting field teams during off-hours
Michael Bonsby HVAC, Plumbing & Electrical provides top tier service to the Maryland, Virginia and Washington D.C. communities. They have over 20 years of experience and treat their team members with the same level of dedication and care as their customers.
Serve as primary point of contact for servicing assigned accounts.
Provide exceptional account support to build and maintain a positive relationship.
Analyze existing accounts, qualify and validate customer-specific needs and develop solution criteria.
The American Heart Association's mission is to be a relentless force for a world of longer, healthier lives. Building on over 100 years of trusted leadership in cardiovascular and brain health, they drive breakthroughs and implement proven solutions in science, policy, and care.
Become a trusted advisor to customers and own the success of the partnership.
Help demonstrate the value for our customers and be their go-to contact.
Advocate and facilitate successful customer outcomes throughout the broader Asset Watch organization.
AssetWatch serves global manufacturers by powering manufacturing uptime through the delivery of an unparalleled condition monitoring experience. They are a devoted and capable team that includes world-renowned engineers and distinguished business leaders united by a common goal.
Manage inbound inquiries from small business customers via phone, email, and chat.
Interface with customers at all levels of management, providing guidance and troubleshooting.
Work through creative solutions to answer customer questions and resolve issues.
Justworks helps businesses get off the ground by enabling them to focus on running their business, solving HR issues with a data-driven approach. They foster a welcoming and casual environment with great benefits, wellness programs, company retreats, and a supportive, entrepreneurial culture.
Create a welcoming experience by authentically engaging every caller, every time.
Thoroughly and accurately answer questions about customers’ healthcare accounts.
Thoughtfully listen to callers’ needs and provide appropriate solutions.
Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. They research the most effective cost containment strategies and are driving down the cost of plans with innovative solutions.
Develop and nurture relationships with selected accounts.
Be a trusted advisor and expert in DemandFactor offerings.
Manage documentation and address options and integrations from proposal to delivery.
DemandFactor focuses on building strong customer relationships and ensuring clients have a great experience with successful campaigns. They foster growth through excellent campaign leads and great customer service.
Oversee client service and communication, ensuring excellence in every interaction.
Manage administrative processes for client insurance policies such as renewals and invoicing.
Work with underwriters to find creative solutions for customer needs and facilitate client claims processes.
Insurance Office of America (IOA) provides property and casualty, employee benefits, personal lines insurance, and risk management solutions, including insurtech innovation. The company, founded in 1988, has over 1,300 associates in over 60 offices in the U.S. and UK.
Research and contact customers on accounts receivable balances.
Provide timely and accurate responses to escalated billing issues.
Identify risky customers and provide problem resolution.
Enterprise Fleet Management is a full-service fleet management business for companies, government agencies, and organizations with medium-sized fleets. With over 50 fully staffed offices nationwide and a North American fleet of 765,000 vehicles, they are committed to the investment and development of their people.
Act as the first point of contact for company clients.
Resolve complaints and prevent additional issues by improving processes.
Build & maintain a good relationship with assigned carriers based on trust and respect.
Bobtail aims to increase happiness by eliminating inefficiencies in the supply chain, envisioning a supply chain without friction, fraud, waste, and abuse. They value teams, collaboration, communication, iteration, experimentation, and mental health, encouraging a proactive and solutions-oriented approach.
Interact with customers via phone, email, and in-person.
Assist customers with payments, renewals, cancellations, and other policy- related needs.
Resolve customer issues and complaints promptly.
UniFin Inc. is passionate about building innovative digital solutions. As a growing tech company, they value creativity, collaboration, and continuous learning.
Manage customer relationships from onboarding to renewal.
Collaborate with teams to drive customer satisfaction and growth.
Advocate for client needs and develop strategic initiatives.
Jobgether is a platform that connects job seekers with potential employers. They leverage AI to streamline the hiring process, ensuring fair and efficient candidate reviews for partner companies.
Prepare, submit, and track permits, maintaining an up-to-date permit log.
Maintain customer, job, and invoice records and keep data clean.
Build and send daily and weekly "numbers snapshot” with key metrics.
Offshore Launch is a staffing agency that helps small business owners scale their operations with top global remote talent. It is a people-centered agency that values growth and ongoing development.
Manage multiple incoming streams of support request coming in via software, phone, email, and internal requests
Coordinate with internal and external stakeholders as needed to address more challenging cases and ensure a long-term solution
Work internally across multiple departments to ensure and support the delivery of a world class customer experience to include sending customer feedback to our Product teams
AssetWatch serves global manufacturers by powering manufacturing uptime through the delivery of an unparalleled condition monitoring experience, with a passion to care about the assets our customers care for every day. They are a devoted and capable team that includes world-renowned engineers and distinguished business leaders united by a common goal – To build the future of predictive maintenance.
Act as the main point of contact with both the client and internal team members, and project manage and drive initiatives with both the client and the internal DA team to deliver what matters most to the client.
Disruptive Advertising is a performance marketing agency that drives real value for clients, prioritizing working with purpose-driven brands. They are a fast-growing team of professional digital marketers that has been in business since 2013 with offices in Pleasant Grove, Utah.
Ensure a smooth internal customer account transition from the Sales Rep (SR) and Customer Success Manager (CSM) while delivering on all commitments and timelines
Build strong, consultative, strategic relationships with customers that result in business growth
Foster a team atmosphere - support your teammates and share lessons learned
VERSANT is a leading force in news, sports and entertainment - home to iconic and trusted brands that inspire, inform, and delight audiences. With a strong foundation and a forward-looking vision, VERSANT empowers creativity, embraces change, and drives connection in an ever-evolving world.
Lead a team of Customer Success Managers to achieve targets for retention and engagement for home care agencies.
Build and maintain strong relationships with agency partners, serving as their main point of contact.
Analyze data and develop reports to track progress and identify areas for improvement.
A Place for Mom is the leading platform guiding families through every stage of the aging journey by simplifying the senior care search. With over 15,000 senior living communities and home care agencies, APFM has helped millions of families find care since 2000 and employees live the company values every day.