Manage a portfolio of ~40 Enterprise customer accounts.
Cultivate senior-level relationships with the customer base.
Analyze user engagement data to provide actionable insights.
Jobgether is a platform that uses AI to match job applicants with potential employers. They appear to have a modern culture, utilizing AI, and value flexible time off and recognition.
Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless experience.
Act as a trusted day-to-day contact, helping clients navigate questions and get the most out of the product.
Use data and insights to spot trends, identify opportunities, and support account growth strategies.
Addition Wealth aims to redefine financial health by making personalized financial expertise accessible. They empower individuals with digital tools and access to financial professionals, backed by top fintech VCs and recognized globally.
Manage a portfolio of 30+ commercial and enterprise customer accounts, focusing on ensuring their success and satisfaction with our products/services.
Serve as the primary point of contact for customers, building strong, lasting relationships and understanding their needs and objectives.
Drive product adoption and ensure customers are leveraging our products effectively to achieve their goals.
Forma is a flexible benefits software company founded in 2017 that helps companies offer competitive benefits packages by giving employees more choice in how they spend their benefit allowances. They have helped hundreds of companies design flexible, inclusive benefits programs for nearly a million employees.
Serve as the point of contact for a portfolio of customers.
Build and maintain multi-threaded relationships with key language access stakeholders.
Proactively monitor customer health and utilization data.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Support onboarding and day-to-day success of a portfolio of customers by coordinating check-ins, answering platform questions, and assisting with campaign setup or troubleshooting.
Act as a liaison between customers and internal teams to ensure smooth execution of customer programs.
Manage a diverse book of business across industries, driving customer engagement and health.
Custom Ink is a team of creative individuals who empower their customers to create custom apparel through their website and stores. They are committed to community, empathy, diversity, and equity with 500+ team members across the world and offices in Fairfax, Virginia; Dallas, Texas; and Prague, Czech Republic.
Manage a caseload of in-progress applications through the underwriting process
Coordinate and follow up on medical exam bookings with vendors and clients
Handle inbound calls and respond to client emails
PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. They operate with a remote-first culture, attracting top talent from across Canada, with employees who are ambitious, yet humble.
Own and nurture relationships with assigned customers to ensure seamless onboarding, implementation, and ongoing support.
Act as the primary point of contact and advocate for customers, proactively addressing their needs and concerns.
Establish a trusted advisor relationship with customers to drive the adoption of Humata Health’s solutions.
Humata Health Inc. is dedicated to providing innovative solutions that improve healthcare efficiency and patient outcomes. They foster a diverse and inclusive workplace where employee ideas are valued and offer opportunities for professional growth in a fast-paced environment.
Ensure smooth customer onboarding and equip them with best practices.
Build trusted relationships with customers to drive adoption and renewals.
Serve as advisor, helping customers navigate security practices.
They are focused on preventing leaking credentials and building machine identity protection products. They are a fully remote, collaborative team contributing to advancements in cybersecurity and committed to open source.
Regularly consults with assigned clients to maintain a positive relationship.
Proactively uncovers ways to improve the daily operations of the plan.
Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. Their culture is collaborative and they value differences and colleagues who share a spirit of generosity.
Manage multiple incoming streams of support request.
Coordinate with stakeholders to address challenging cases.
Build strong, trusting relationships with customers.
AssetWatch powers manufacturing uptime through condition monitoring. They are a devoted team with world-renowned engineers and business leaders. They are building the future of predictive maintenance. As they enter the next phase of rapid growth, they are seeking people to help lead the journey.
Serve as a trusted guide for clients during onboarding, ensuring each group starts on time.
Answer questions and resolve issues across channels related to benefit administration and compliance.
Problem-solve with urgency when setup or configuration issues arise, ensuring programs start accurately.
Vitable is a health benefits platform that aims to make healthcare better for employers of everyday workers. They bring accessible, high-quality care to over 85 million uninsured and underinsured Americans and are growing rapidly, looking for eager team members who are hungry for change.
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.
Deliver exceptional service to customers ranging from small wealth advisory businesses to large financial services firms.
Identify, respond, and resolve issues and questions raised by Vanilla customers.
Provide hands-on support to clients to ensure their ongoing happiness.
Vanilla is an AI-powered estate advisory platform built by advisors, planners, and attorneys. They unify scenario modeling, client visualization, and document creation into one seamless, digital experience, and operate with a flexible, closely connected team.
Partner with clinical, commercial, and product teams to define project scopes and deliverable plans.
Lead comprehensive customer onboarding processes from planning to product adoption.
Manage multi-workstream projects with detailed project plans and risk assessments.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Serve as the primary point of contact, building strong, trusted relationships.
Lead onboarding efforts to ensure smooth implementation and early customer success.
Drive product adoption through proactive engagement tailored to customer goals.
Kodiak Solutions transforms the healthcare industry through technology-driven solutions, specializing in healthcare finance, unclaimed property, risk management, and revenue cycle management. They aim to simplify and optimize processes for healthcare providers to focus on patient care.
Be the face of Insider One to our clients and the bridge between their needs and our technology.
Help clients understand their needs and ensure they utilize our technology to its fullest.
Develop and maintain key account plans to boost the value we provide to our client's organization.
Insider One is a platform that delivers marketing and customer engagement solutions. They have 1,500+ team members across 30+ offices and are backed by investors like Sequoia Capital and trusted by 2000+ customers including Samsung and Nike.
Manage a portfolio to ensure satisfaction, retention, and partnership
Serve as the primary liaison for plan sponsors and internal teams
Develop and execute strategic service plans to align with client goals
Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. They are committed to partnership, thinking beyond typical solutions to do more for clients. Point C values, respects, and protects the uniqueness each of its employees brings.
Lead and expand strategic business relationships, driving retention, client satisfaction and growth activities within an assigned portfolio of Global Enterprise accounts.
Develop executive-level relationships with clients by researching and understanding complex business needs, responding to client requests, and serving as the primary liaison between the client and internal departments.
Create and maintain strategic account plans for top Global Enterprise clients.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.
Lead the full onboarding lifecycle for new Employee Benefits customers.
Guide customers through contract review, billing setup, and use of online service tools.
Research and resolve customer inquiries of varying complexity by partnering with internal teams.
The Standard is dedicated to helping its customers achieve financial well-being and peace of mind. They are a leading provider of group and individual disability insurance, group life, dental and vision insurance, voluntary benefits, absence management services, and retirement plans and annuities.