Review and verify signed SOWs and Change Orders for accuracy.
Create projects in Salesforce and coordinate with project management, resource planning, and sales teams.
Support contract management, timecard submission, and process improvements.
3Cloud is a cloud consulting firm specializing in Microsoft services. They foster a culture of experimentation, candid feedback, and accountability, with a diverse and inclusive team.
Support commercial real estate sales and business development through client outreach and relationship management.
Coordinate proposals, CRM tracking, and logistics for sales events and meetings.
Research prospective clients and manage pipeline data for reporting and forecasting.
The client is an employee-owned consulting firm specializing in environmental and building evaluation consulting, construction services, and site investigation. They value diversity, inclusion, and a collaborative work environment, with a focus on employee wellness, flexibility, and work-life balance.
Preparing, issuing, and managing customer quotations and purchase orders.
Monitoring outstanding quotations and following up with customers to ensure timely responses.
Maintaining accurate records of quotations, orders, and invoices while providing administrative support to the service team.
SWARCO is a global provider of innovative smart mobility solutions, making travel safer and more sustainable. EVOLT Charging Ltd, part of SWARCO UK & Ireland, is a leading provider of electric vehicle charging infrastructure with a commitment to reliable service and maintenance.
Coach and mentor Customer Success Managers to improve customer satisfaction, retention, and relationship management.
Conduct quality reviews on customer interactions and provide detailed feedback.
Develop and deliver coaching plans tailored to individual performance metrics and team goals.
Wing Assistant provides virtual assistant and customer success services to businesses. The company is a growing remote organization that values coaching, quality, and continuous improvement.
Drive growth by expanding participation in national implementations and identifying re-engagement opportunities with existing clients.
Coordinate between operating companies, national sales, and customer site managers to convert strategic opportunities into revenue.
Maintain CRM records, track implementation milestones, and monitor at-risk clients to prevent attrition.
Epika Fleet Services is a multi-brand, private equity-backed services organization overseeing approximately 10 independently operated companies in the medium to heavy-duty fleet and equipment maintenance industry. The company serves B2B clients including fleet operators and logistics firms, fostering a relationship-driven sales culture.
Manage client workflows and tasks in Dubsado CRM for bridal clients.
Handle email communication and customer service for brides throughout their journey.
Perform invoicing and bookings management using Asana and Slack.
Wing is a company on a mission to redefine the future of work, offering a one-stop shop for companies to build world-class teams and automate operations. It is a remote-first organization with a supportive culture and opportunities for growth.
Handle inbound customer contacts across calls, emails, and chats to resolve solar system, billing, and account issues with first-level troubleshooting.
Log and update all interactions in CRM, triage and escalate complex cases to Tier 2 teams following established SOPs.
Demonstrate empathy and professionalism to achieve first-contact resolution while educating customers on self-service resources.
Palmetto is a leading clean tech company accelerating the transition to a clean energy future through innovative technology platforms for homeowners and businesses. With a promote-from-within culture, we prioritize talent development, career growth, and purposeful work backed by a collaborative team environment.
Own a book of ~40-50 SMB accounts from kickoff through renewal, driving adoption and retention.
Lead customer onboarding end-to-end with a 30-day implementation timeline, configuring marketplace listings and integrations.
Serve as first responder for all inbound customer questions, triaging issues and facilitating renewals.
Suger helps revenue teams sell more effectively by simplifying workflows for buying and selling through cloud marketplaces. The company has ~300 customers, including enterprises like Snowflake and Workday, and a team of ~60 people with hubs in SF and Vancouver.
Coordinate work orders with vendors, onsite teams, and stakeholders to ensure timely delivery.
Track, document, and submit work orders for billing while monitoring performance against SLAs and KPIs.
Communicate status updates to stakeholders and ensure compliance with operational procedures and quality standards.
New Era Technology securely connects people, places, and information with end-to-end technology solutions at scale. With a global team of over 3,000 professionals, they foster a team-oriented culture that prioritizes personal and professional development and inclusion.
Support end-to-end implementations from kickoff to go-live by coordinating tasks, timelines, and stakeholders.
Configure Humanly's platform and support integration setup to match customer workflows.
Provide clear customer communication and partner with internal teams to keep projects moving forward.
Humanly builds AI-native hiring software that delivers pre-vetted candidates on demand for high-volume hiring. With a global team and a $25M Series B, they foster a culture of ownership, speed, and integrity.
Coordinate and adjust caregiver schedules throughout the day to ensure seamless service delivery.
Manage same-day schedule changes and care requests while responding to caregiver and client communications in real time.
Collaborate with the operations team to maintain accurate documentation and resolve urgent issues as they arise.
Tandem Care provides targeted care and on-demand services to clients in need of home care support. They foster a collaborative, fast-paced team environment where ownership and responsiveness are key to keeping operations running smoothly.
Collaborate with Nurse Coordinators to support patients and manage testing logistics.
Assess patient needs with a focus on customer support, problem solving, and relationship management.
Use business system tools like QlikView and Salesforce to influence ongoing testing and drive revenue.
Natera is a global leader in cell-free DNA testing, dedicated to oncology, women's health, and organ health. The team consists of highly dedicated professionals from world-class institutions, caring deeply for their work and each other.
Lead and mentor a team of 7-15 customer service agents through coaching, one-on-ones, and team huddles to enhance performance and service delivery.
Monitor real-time metrics, review interactions, and develop action plans to improve agent performance and customer satisfaction.
Collaborate with cross-functional teams to identify trends, optimize processes, and champion a proactive service model.
Palmetto is a leading clean tech company accelerating the transition to clean energy through innovative software, financial products, and services. They foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work.
Coordinate and schedule field service activities across assigned European markets.
Act as primary point of contact between field technicians, customers, and internal teams.
Track and report on service KPIs, SLAs, and field performance metrics.
Geotab is a global leader in IoT and connected transportation, providing web-based analytics to help customers manage their fleets. The company is a certified Great Place to Work with a diverse and talented team, and a fast-paced culture.
Call and check lead times for items directly with factories, ensuring accurate and timely information is relayed to the sales team and customers.
Obtain order updates and track shipments, providing valuable customers with timely and precise tracking information.
Assist in entering orders into the system, ensuring accuracy and efficiency in the order processing phase.
The company helps customers save time and money when purchasing commercial kitchen equipment and supplies by providing a customer-centric shopping experience and leveraging industry buying power. They have 1,200 new customers each week and are growing, with a team-oriented and friendly culture.
Serve as the primary post-implementation relationship owner for a portfolio of Microvellum and INNERGY Engineering customers.
Drive customer adoption through strategic business reviews, success planning, and proactive engagement.
Partner with Technical Support and Professional Services to coordinate issue resolution and advocate for customer needs.
INNERGY is transforming the woodworking industry with purpose-built, cloud-based ERP software designed exclusively for custom manufacturers. Founded in 2016, we are a globally distributed team of 200+ professionals united by deep software expertise and a shared passion for solving meaningful, real-world problems.
Respond promptly to customer inquiries via phone, email, and chat, ensuring positive experiences.
Resolve complaints by identifying root causes and offering appropriate solutions.
Document interactions in CRM and collaborate with internal teams to escalate issues.
The company provides customer service solutions and seeks a customer support representative to join their team. They are an equal opportunity employer committed to fostering an inclusive workplace where all individuals are valued and respected.
Assists the Solar Project Manager in overseeing project processes and ensuring timely, high-quality results.
Provides excellent customer service by validating expectations and handling inquiries.
Manages multiple projects, liaises between field technicians, management, and customers, and drives sales through effective execution.
Everlight Solar is a leader in solar energy in the Midwest, providing solar solutions. They are a rapidly growing company with a fast-paced, dynamic culture that values teamwork and innovation.
Deliver fast, accurate, and empathetic support across chat, voice, and email.
Resolve shift, payment, onboarding, and platform-related issues in real time.
Investigate cases using tools like Zendesk and Salesforce while maintaining clear documentation.
Clipboard runs an app-based marketplace connecting healthcare professionals with workplaces needing staff, enabling financial stability for workers and care for millions across the U.S. Founded in 2016, the company is a remote-first team of over 1,000 people, has been profitable since 2022, and is the leader in Long-Term Care staffing.
Serve as a key point of contact for customer inquiries, coordinating inbound communications and providing retail channel support.
Assist with digital job site review processes and execute Salesforce processes and procedures.
Develop technical knowledge and customer-facing expertise while supporting departmental and company objectives.
Stego is a company that provides building materials and solutions, fostering a collaborative and growth-minded culture. It employs a team that values employee well-being and development, offering a supportive environment.