Source Job

$41,600–$41,600/yr
US 4w PTO

  • Build relationships and educate customers on retirement plans through inbound calls.
  • Deliver an outstanding experience through financial advice and mentorship.
  • Assist customers with plan design inquiries, balance transfers, and account information.

Customer Service Financial Services

20 jobs similar to Customer Service Representative

Jobs ranked by similarity.

  • Perform audits to assess the quality of documentation, accuracy of charge code assignment and review financial billing statements.
  • Answer any physician and/or clinic questions and concerns regarding current ICD-10 and CPT guidelines.
  • Provide coding training and updates for coding staff, physicians and clinics as assigned.

Shirley Ryan AbilityLab is the global leader in physical medicine and rehabilitation for adults and children with the most severe, complex conditions. They have an innovative, multifaceted culture that embraces collaboration, excellence, discovery, and compassion.

$60,000–$70,000/yr
US

  • Identifies, researches, and secures grant funding from private foundations, corporations, and other philanthropic sources.
  • Supports major donor cultivation by researching high-net-worth individuals, family foundations, and prospects.
  • Drafts customized major gift proposals, letters of inquiry, and stewardship reports.

Alpha USA equips and serves the Church in its mission to help people discover and develop a relationship with Jesus. Every staff member at Alpha plays a critical role in advancing this mission, contributing to a culture of prayer, hospitality, evangelism, and innovation.

$150,000–$170,000/yr
US

  • Lead and develop managers and individual contributors across Customer Success, Support, and Onboarding.
  • Own the end to end customer journey from onboarding through renewal and expansion, ensuring a seamless and high quality experience.
  • Drive renewal and expansion strategy to maximize net revenue retention and minimize churn.

EasyLlama transforms the HR compliance industry with engaging training solutions for the mobile-first generation, helping employees build safer workplaces. With over 5,000 clients, including brands like Shake Shack and WeightWatchers, they have a culture of collaboration and innovation.

$119,670–$145,743/yr
US Unlimited PTO

  • Collaborate with senior leaders on business problems, shaping the team's strategic direction.
  • Elevate customer personas and segmentation for personalized marketing, deepening the understanding of target audiences.
  • Develop insights through analysis, models, and reports, uncovering new marketing growth opportunities.

EzCater is the leading food for work technology company in the US, connecting anyone who needs food for their workplace to over 100,000 restaurants nationwide. They are backed by top investors including Insight, Iconiq, Lightspeed, GIC, SoftBank, and Quadrille and value work/life harmony.

Global 5w PTO

  • Own a portfolio of ~150 partners and their revenue output.
  • Recruit and onboard 15-30 new partners per quarter.
  • Turn activation into a repeatable motion.

Close is a CRM company that helps teams sell more and faster by focusing on communication-first sales software. They are a bootstrapped and profitable company with a 100% remote team of approximately 100 people, dedicated to ensuring small, scaling businesses succeed in sales.

North America

  • Deliver outstanding support to open-source users and enterprise customers.
  • Develop deep technical expertise in GitOps, Argo, and Akuity’s offerings.
  • Troubleshoot, diagnose, and resolve customer issues promptly and accurately.

Akuity was founded by the co-creators of Argo to help organizations reliably deploy Argo at scale through enterprise support and enhanced capabilities. Backed by $25 million in funding, they are experiencing rapid growth while staying true to their open-source roots, and their culture is grounded in humility, authenticity, and diversity.

UX Designer

SAS
US

  • Design detailed mockups and prototypes to communicate software designs and user interactions.
  • Work in global, cross functional teams to translate requirements into formal UX designs.
  • Partner with developers, designers, and product managers to influence requirements and validate implementations.

SAS is a leader in data and AI, offering software and services to transform data into intelligence. They are recognized globally for their inclusive culture and innovative technologies, with a world-class employee experience, and they value diversity.

$250,000–$300,000/yr
US

  • Own and exceed federal sales revenue targets.
  • Develop and execute a comprehensive federal go-to-market strategy.
  • Build, lead, and mentor a team of federal sales professionals.

Halcyon is the industry’s first dedicated, adaptive security platform that combines multiple proprietary advanced prevention engines along with AI models focused specifically on stopping ransomware. They were formed in 2021 by a team of cyber industry veterans and is focused on building products and solutions for mid-market and enterprise customers.

US Unlimited PTO

  • Develop and own executive-level relationships at target accounts.
  • Develop a pipeline of sales opportunities across IonQ’s full stack.
  • Own all phases of the sales lifecycle—from relationship development to deal closure.

IonQ is developing the world's most powerful full-stack quantum computer based on trapped-ion technology. They are pushing past the limits of classical physics and current supercomputing technology to unlock a new era of computing.

$151,500–$200,500/yr
US Unlimited PTO

  • Support Associate General Counsel in managing commercial and employment litigation.
  • Actively monitor, research, and track employment and related law changes.
  • Provide counsel on the full range of employment issues, including hiring, and terminations.

HealthEquity's mission is to save and improve lives by empowering healthcare consumers. They value their employees and have a vision to make HSAs as widespread and popular as retirement accounts.

$100,000–$140,000/yr
US

  • Architect and scale our AWS infrastructure.
  • Build our observability and alerting platform from the ground up.
  • Lead infrastructure builds for compliance (SOC 2, HIPAA).

Truv is transforming the financial data industry with a secure and real-time API platform for payroll account access. Backed by $30M from top investors, they're disrupting a $2B legacy market with cutting-edge innovation and a customer-first approach.

$124,500–$183,000/yr
US Unlimited PTO

  • Support ongoing management of US cash operations.
  • Aid in strategic projects related to credit card processor optimization, account structure, and cash operations.
  • Partner closely with cross-functional teams across Finance, Tax, Legal, and Engineering to build scalable and efficient banking infrastructure.

DoorDash's mission is to empower local economies by enabling door-to-door delivery. They are a technology and logistics company looking for team members to help them expand from food delivery to all goods, they are growing rapidly and value diverse perspectives.

Global

  • Build and iterate on Weaviate Cloud products and PLG levers.
  • Identify and resolve friction in the Weaviate Cloud user journey.
  • Partner cross-functionally with Product, Design, Growth, Web, and Documentation teams.

Weaviate is an AI startup focused on enabling machine learning to create meaningful insights from unstructured data through our AI-native vector database. We are named one of Forbes’ Top 50 AI startups and are experiencing rapid growth and popularity.

$84,470–$101,364/yr
US

  • Administer and process bi-weekly payroll for roughly 325 employees.
  • Lead the annual benefits package review, providing strategic recommendations to leadership.
  • Maintain accurate records and reports of all payroll and benefits transactions.

Life Link III is a nationally recognized air medical transport company known for clinical excellence. They are committed to providing the highest level of care to patients while onboard safe aircraft and living out their core values. They have about 325 employees and foster a culture of innovation, collaboration, and professional growth.

Unlimited PTO

  • Create stellar interactions with customers by responding to tickets, chats, and phone calls.
  • Delight customers by proactively managing returns, exchanges, and order fulfillment.
  • Share customer feedback with teams to continuously improve workwear systems.

TRUEWERK believes craftsmanship is a mindset that should be applied to every endeavor. We value precision, discipline, and a commitment to excellence. Backed by a team of about 50 employees and a strong growth trajectory, they’re building a company – and a culture – grounded in performance, integrity, and continuous improvement.

  • Act as the single point of contact for client sites, managing remote service requests.
  • Coordinate vendors and subcontractors to ensure timely and quality service delivery.
  • Maintain accurate site records and a working knowledge of site operational requirements.

Cushman & Wakefield is a global leader in real estate services, delivering innovative solutions to owners and occupiers. With 52,000 employees in nearly 400 offices across 60 countries, they are one of the largest firms in the industry.

US

  • Provide development support and strategic planning for power projects.
  • Lead project economic and cost analysis and risk assessments.
  • Prepare project implementation strategies and plans.

Sargent & Lundy provides comprehensive technical, financial, and strategic advisory services for energy sector clients. They have received awards for their compensation and benefits, reflecting their commitment to employee well-being and a positive work environment.

Consultant

DMA
US

  • Contribute as a team member on client-facing tax related projects
  • Consult with clients to understand their business requirements and map them to tax solutions
  • Perform Tax engine and ERP configuration to reflect client requirements

DMA is an employee-owned company that has been solving corporate tax challenges for over 50 years, with tax professionals spanning the globe serving some of the world’s largest companies. They foster a "people first" mentality, encouraging teamwork and communication while recognizing exceptional performance.

Europe 5w PTO

  • Work with other Engineering teams to design sustainable infrastructure and microservice solutions.
  • Automate tools and infrastructure to reduce manual work.
  • Monitor applications and participate in an on-call rotation as required.

Bloomreach is building the world’s premier agentic platform for personalization, revolutionizing how businesses connect with their customers by building and deploying AI agents to personalize the entire customer journey. They power personalization for more than 1,400 global brands.