Coordinate the provision of services with client stakeholders regarding relocation policies and benefits.
Act as a liaison between global operational teams, supply chain partners, and client contacts.
Drive customer satisfaction through proactive communication and timely resolution of issues.
CapRelo is a technology-driven company focused on delivering best in class relocation and assignment services on a global platform. We strive to attract the best and the brightest who will bring their unique abilities and help take our company to the next level.
Support the customer journey from application to funding, providing an overview of Knock's products and assisting through to closing.
Manage a pipeline of approximately 30 loan closings per month by gathering required documentation and ensuring compliant disclosures.
Deliver excellent customer service by being responsive to internal and external needs and working autonomously in a remote, tech-enabled environment.
Knock is redefining the home buying and selling experience with products like the Knock Bridge Loan, which helps homebuyers purchase a new home before selling their current one. Founded in 2015, it is a remote-first, people-first company honored multiple times as a Best Workplace, backed by top investors, and trusted by a network of over 60,000 loan officers and agents.
Prepare and file mortgage insurance claims, reconciling advances and validating supporting documents.
Maintain clear records and reports for management, assist with updating workstations, and track claim payments.
Conduct research, manage a task queue, and communicate effectively to work independently and meet deadlines.
LoanCare is a leading full-service mortgage loan subservicer for banks, credit unions, and other financial institutions, supporting over 1.8 million loans. Backed by Fortune 500 company Fidelity National Financial, it offers a culture built on integrity, innovation, and collaboration, providing resources for employee growth and flexibility.
Champion customer success by communicating the platform's value to help customers achieve measurable results and ROI.
Build long-term strategic partnerships as a trusted advisor, providing tailored workflows, best practices, and guidance to meet customer goals.
Drive customer retention, growth, and satisfaction by leading contract renewals, identifying upsell opportunities, and proactively monitoring engagement.
Total Expert is a customer engagement platform built for financial enterprises, unifying data, marketing, sales, and compliance to deliver personalized customer journeys. It is a growing SaaS company trusted by over 200 financial institutions, with a culture that values resilience, resourcefulness, and a fast-paced startup environment.
Generate revenue growth and manage your client relationships in a named account environment.
Act as a strategic partner and primary contact, helping clients utilize data, analytics, software, and technology solutions.
Uncover new opportunities by developing relationships with new partners across the financial services industry.
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, they have a team of 22,500 people across 32 countries and our corporate headquarters are in Dublin, Ireland. Experian's culture and people are important differentiators and we take our people agenda very seriously.
Conduct consultative conversations to understand client needs.
Simplify complex information into accessible guidance.
Jobgether is a company that connects job seekers with employers through an AI-powered matching process. They focus on fairness, objectivity, and speed in the hiring process.
Connect with potential clients and explain product suite.
Manage the sales process, make outbound calls, and respond to inquiries.
Maintain and update client records to ensure regulatory compliance.
This company helps connect families and build careers. They are hiring individuals who are passionate about making a difference while building a rewarding remote career.
Manage ongoing client relationships and ensure the delivery of value-added solutions.
Coordinate with various internal teams to enhance client experience and support.
Ensure service agreements are not only met but exceeded.
Jobgether is a company that uses an AI-powered matching process to ensure applications are 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.
Responsible for client satisfaction, maintaining client communication, and the overall management of client relationships.
Serves as the primary management contact and client liaison during delivery of solutions.
Identifies areas where continuous improvements can be applied.
Dark Matter Technologies delivers a range of solutions, and maintains contact with clients at an executive level. The company recognizes the importance of diversity and inclusion, and aims to create an inclusive work environment for all employees.
Manage a portfolio in accordance with investors’ changing goals and objectives.
Provide excellent customer service at all times to our investors.
Systematically assess, organize, schedule and execute tasks by leveraging proprietary technology.
Roofstock is the leading end-to-end investment platform for single-family rental homes (SFR). They merge their passion for helping investors build wealth through real estate with cutting edge technology. With a talented team of 750+ Roofsters, their collaborative, can-do culture is what fuels their growth.
Manage relationships for clients with varying levels of complexity and take ownership of resolving client issues.
Lead regular client meetings, maintain action logs, and manage project plans for moderate to complex projects.
Analyze client benefits strategy and suggest improvements, identifying opportunities for increased member participation.
HealthEquity's mission is to save and improve lives by empowering healthcare consumers. We are passionate about providing solutions that allow American families to connect health and wealth, and we value our employees.
Manage inbound client communications and ensure a consistent, high-quality customer experience.
Conduct consultative conversations to understand client needs, goals, and concerns.
Collaborate with internal teams to improve onboarding, retention, and overall customer success processes.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Build and expand client relationships to achieve customer success and satisfaction.
Develop and execute strategic account plans to achieve valuable outcomes.
Work cross functionally with internal teams to advocate for customers.
PointClickCare is a leading health tech company that helps providers deliver exceptional care. They empower their employees to push boundaries, innovate, and shape the future of healthcare, serving over 30,000 provider organizations.
Act as the primary point of contact for assigned customers, building strong relationships and serving as their voice internally to ensure they get lasting value from the platform.
Own customer health, renewal readiness, and expansion opportunities by using data and success plans to drive adoption, quantify ROI, and mitigate churn risk.
Partner cross-functionally with Implementation, Support, and Product teams to ensure smooth customer onboarding, post-launch optimization, and the development of marketing assets from success stories.
Zipline is a SaaS company that transforms how frontline teams work by connecting, aligning, and inspiring employees from headquarters to the front lines for leading brands in retail, healthcare, and logistics. It is a fully remote, rapidly growing, venture-backed company with a high-performing team across the globe that values a collaborative, inclusive, and impactful culture.
Lead Customer Success Managers and oversee a portfolio of partnerships and scaled segments.
Build a unified 'Account Health' framework for every customer.
Professionalize CS operations to drive global retention through repeatable, data-driven playbooks.
Steer offers a suite of software tools for today's automotive repair shop, combining software tools needed to run a profitable shop into one platform. The company prides itself on innovation and approximately employs between 51-200 employees.
Coordinates cross-functional client teams to achieve client plans, revenue retention, satisfaction and growth.
Serves as the primary client contact and trusted advisor for operational representatives, identifying needs.
Manages client initiatives and projects, monitors program performance, and provides root cause analysis and recommendations.
Cotiviti provides payment accuracy and analytics-driven solutions, helping clients discover value from their healthcare data. They are committed to diversity and inclusion, offering employees a wide range of personal and family needs.
Own the retention, renewal, and growth of an assigned portfolio of clients.
Build trusted advisor relationships with executive sponsors, decision-makers, and operational stakeholders.
Proactively identify and mitigate churn risk through strategic client engagement and remediation planning.
Softdocs is a leading remote enterprise Software as a Service (SaaS) company specializing in serving Higher Education and K12 institutions, as well as State and Local Government. With a remarkable 25-year history, Softdocs is committed to promoting educational and governmental equity by eliminating inefficiencies.
Own and optimize the end-to-end customer implementation and onboarding experience for home lending customers.
Manage integrations and strategic relationships with third-party mortgage technology platforms.
Partner directly with lenders and enterprise customers to gather business and technical requirements.
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 like Kleiner Perkins and NYCA, they’re disrupting a $2B legacy market with cutting-edge innovation and a customer-first approach.
Manage and grow relationships with a portfolio of customers, ensuring strong engagement, satisfaction, and long-term retention across the customer lifecycle.
Monitor customer health, proactively address risks, and resolve issues or escalations in collaboration with internal teams.
Lead onboarding, product demos, enablement sessions, and success planning to drive product adoption and value realization.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. The final decision and next steps (interviews, assessments) are managed by their internal team.