Source Job

• Serve as primary point of contact for managed services clients, driving adoption and retention.
• Manage onboarding, escalation, proactive relationship management, and expansion opportunities.
• Maintain customer records, analyze health and revenue trends, and translate feedback into improvements.

ePlus provides technology solutions and managed services, believing technology is a people business. The team is collaborative, innovative, and committed to diversity, inclusion, and work-life balance.

• Provide high-touch operational support and specialized coordination across customer workflows.
• Manage complaint and escalations investigations and resolution end to end.
• Collaborate cross functionally with internal teams to resolve issues and advocate for clients.

Lyra Health provides evidence-based mental health care, serving over 20 million people globally. The company has published more than 35 peer-reviewed studies and delivered unmatched outcomes.

• Build relationships with key Sales and Marketing stakeholders to understand priorities and develop gifting strategies that drive client goals.
• Consistently meet or exceed quarterly spending and usage targets across a portfolio of new clients.
• Learn the Reachdesk platform, support onboarding, and quickly progress into a Client Success Manager role based on performance.

Reachdesk is a global SaaS gifting and swag platform that helps B2B companies build meaningful connections with prospects, customers, and employees while driving measurable ROI. They are a growing, world-class team with offices in New York, London, and Lisbon, trusted by many leading technology and SaaS brands.

• Act as primary support point of contact for assigned accounts, managing end-to-end case resolution.
• Proactively monitor case health, track aging issues, and drive accountability across teams.
• Coordinate with Support, Engineering, and Account Management to ensure timely updates and customer confidence.

Motive builds technology using AI and computer vision to improve safety and efficiency for businesses with vehicles. It serves nearly 100,000 customers across industries like transportation and logistics, construction, and energy, and is a Forbes Cloud 100 company.

• Support Account Managers and customers with order-related queries, including cable orders and shipment issues.
• Handle RMA requests and coordinate with cross-functional teams to ensure seamless quote-to-cash processes.
• Maintain accurate customer data in CRM systems, assisting with quoting and sales support.

Motive empowers physical operations with tools to make work safer and more productive. Serving nearly 100,000 customers across industries, the company values diversity and inclusion, fostering a culture of innovation.

• Provide administrative and client support for assigned accounts and client service teams.
• Communicate with clients via email, video, and phone to address inquiries and coordinate projects.
• Maintain accurate account records, prepare materials, and track follow-up items to ensure timely completion.

Disruptive Advertising helps businesses improve marketing performance through data-driven digital advertising and strategy. The team values collaboration, accountability, continuous improvement, and thoughtful communication.

• Support customer requests by phone, chat, and email as a backup when queues are full.
• Review accounts for fraud, chargebacks, and FCRA violations, serving as first level escalation.
• Prepare reporting, approve refunds, and handle competing priorities to meet business needs.

PeopleFinders.com is an online service for locating, contacting, and verifying people and businesses, owning a vast network of public records data. The company has become one of the largest owners of public records data in the country over the past few decades.

• Answer incoming calls and coordinate support tickets to ensure client satisfaction.
• Triage tickets accurately and adhere to Standard Operating Procedures.
• Audit and close completed tickets while performing follow-ups on client requests.

Intelligent Technical Solutions (ITS) provides managed IT services to clients, handling technical support and service coordination. They emphasize a strong cultural fit and core values, with a team oriented around customer service and operational efficiency.

• Resolve Provider and Consumer inquiries with one-touch resolution across phone, chat, email, and SMS.
• Manage high-volume inbound and outbound interactions while maintaining quality and efficiency.
• Investigate account activity, de-escalate complex situations, and document interactions accurately.

Cherry is a fintech company offering the simplest, fastest, and most inclusive BNPL solution for medical practices. Founded in 2019, it is a fast-growing startup led by Stanford entrepreneurs with a previous successful exit and backed by top investors including Kleiner Perkins and DCM.

• Act as a trusted advisor and primary contact for assigned client relationships, driving adoption and value realization.
• Own the client lifecycle from onboarding to renewal, collaborating cross-functionally to ensure satisfaction and growth.
• Monitor client health, identify risks, and coordinate resources to mitigate issues and foster long-term success.

Origami Risk delivers single-platform SaaS solutions that help organizations navigate risk, insurance, compliance, and safety management. Founded by industry veterans, the company is an equal opportunity employer focused on client success and inclusivity.

• Serve as the trusted advisor and liaison between clients and internal teams to manage requests and resolve issues.
• Provide timely, results-based customer service through phone and Zendesk ticketing, triaging and escalating as needed.
• Track key performance indicators like satisfaction, retention, and revenue growth to drive client success.

Enumerate is a software company that provides community association management solutions. They cultivate a collaborative, client-focused culture dedicated to delivering exceptional service.

• Provide concierge-level technical and client support across Mercer Advisors' technology ecosystem.
• Manage support requests through ticketing systems, configure user access, and resolve system issues.
• Collaborate with product, engineering, and operations teams to enhance systems and document processes.

Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance services. They serve over 42,800 families across the U.S., with a culture that values flexibility, diversity, and exceptional talent.

• Provide timely, professional assistance to clients and maintain accurate records of interactions.
• Coordinate follow-up activities and resolve service requests efficiently across internal teams.
• Manage multiple priorities in a remote environment while ensuring a positive customer experience.

Envisio is a strategy and performance management software company that helps public sector organizations turn strategic plans into measurable results. They support a distributed team with remote work opportunities across Canada and foster a collaborative and supportive work environment.

• Support sales and marketing by requesting quotes, generating customer quotes, and managing Salesforce.com opportunities.
• Maintain and grow regional business by liaising with customers, vendors, and internal teams, and analyze pipeline for accurate forecasting.
• Assist the Marketing team with planning and coordinating regional events, including vendor sponsorship and venue arrangement.

GuidePoint Security provides trusted cybersecurity expertise, solutions and services that help organizations make better decisions and minimize risk. The company has grown to over 1,300 employees and serves as a trusted advisor to more than 6,200 customers, with a culture that values collaboration and mentorship.

• Serve as primary point of contact for new clients, providing a welcoming onboarding experience.
• Respond to client questions via email, phone, and text with empathy and professionalism.
• Support retention initiatives and identify opportunities for continued engagement.

This role is listed on behalf of a partner company that manages a fitness and wellness platform. The environment is high-energy and fully remote, with a focus on client success.

• Manage customer onboarding and support to ensure success with our software.
• Respond to support tickets, resolve ambiguities, and deliver optimal solutions.
• Identify opportunities for additional modules and inform customers of new features.

EHS Insight provides environmental, health, and safety software used in over 120 countries. We are a fast-growing, engineering-led company with a remote-first culture, trusted by hundreds of thousands of employees.

• Act as senior technical escalation resource for high-value SaaS customers, managing critical incidents and complex workflows with speed and precision.
• Collaborate with Engineering, DevOps, and Product teams to prioritize bugs, coordinate incident responses, and drive timely resolutions for enterprise clients.
• Help build and refine operational playbooks, workflows, and standard operating procedures for the business-critical support organization.

Our partner is a SaaS technology company that delivers critical support services to high-value enterprise customers. They are building a new premium support function and value a collaborative, high-performance culture with a focus on integrity and accountability.

• Serve as a strong advocate for customers and end users, representing their needs within the organization.
• Build trusted day-to-day relationships with customer stakeholders and ensure they fully leverage Lightning Bolt Scheduling.
• Lead process improvement and optimization initiatives that drive measurable value for customers.

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company has 400+ employees, 30,000+ customers, and $100M+ in annual revenue, fostering a collaborative culture focused on innovation.

• Provide first-level support to health insurance agents and clients via phone, email, and chat.
• Efficiently categorize and prioritize incoming requests to ensure timely resolution or escalation.
• Accurately document interactions and gather feedback to improve processes and service delivery.

Spark Advisors builds healthcare tech for a system that desperately needs it, helping independent Medicare advisors guide seniors through complex coverage decisions. We are the fastest-growing Medicare platform in the country, backed by top investors and recognized as one of Inc. Magazine's Best Workplaces of 2025.

• Serve as primary point of contact for domestic customers via phone, email, web forms, and chat.
• Process orders and provide distribution support, including permits, shipping, tracking, and account inquiries.
• Maintain professionalism and empathy, escalating complex issues to higher-level specialists as needed.

ATCC is a global nonprofit that provides trusted biological materials for science and health. It is a mission-focused organization supporting critical life science research, with a culture centered on improving and saving lives.