Serve as the primary client contact via email, phone, and chat, providing timely and empathetic support.
Manage client data in CRM systems, track support KPIs, and generate reports to optimize operations.
Troubleshoot inquiries, handle billing questions, and collaborate cross-functionally to resolve issues.
Citiside Property Management handles off-site management for investors with portfolios of homes and multi-unit apartments. They emphasize core values of trust, being a go-getter, and transparency, and operate with a dedicated team.
Provide administrative and operational support to Lead and Associate Planners, including scheduling and client reminders.
Maintain and update the firm's CRM, complete workflows, audits, and manage the client service calendar.
Support billing operations and coordinate client engagement activities such as milestone cards and gift acknowledgements.
White Coat Planning provides comprehensive financial planning and investment management services for high-income professionals, guided by the principles of the White Coat Investor. The firm is a new, growing company focused on integrity and client care.
Professionally respond to inquiries via phone, email, and chat to maximize brand reputation.
Own complex inquiries and account-level issues requiring judgment and cross-functional coordination.
Serve as a go-to resource for procedural questions, mentor new hires, and contribute to process improvements.
Integrated Specialty Coverages is a technology and data-driven commercial MGA and insurance wholesaler. Backed by private equity firm Onex Partners, the company is a growth-stage Insurtech with a digitally focused team.
Set up and validate projects across multiple systems with accuracy and completeness.
Maintain project details, statuses, and billing oversight while managing stakeholder follow-ups.
Support communication via call queue and email, and assist with special ad hoc initiatives.
J.S. Held is a global consulting firm combining technical, scientific, financial, and strategic expertise to advise clients on value realization and risk mitigation. The firm provides comprehensive services to help clients navigate complex, contentious situations, and its team operates in a high-energy, collaborative environment.
Provide professional support for customer bookings, inquiries, and service requests.
Coordinate and track services from start to finish, maintaining accurate records.
Deliver excellent customer experiences and escalate complex issues as needed.
AmazingCo creates unique experiences like mystery picnics and weekend getaways, helping clients worldwide build lasting memories. The company values great service and teamwork, with a growing global staff dedicated to innovation and customer satisfaction.
Support day-to-day client relationships across commercial card and accounts payable clients.
Handle inbound client support phone lines, fielding questions and resolving card operations issues independently.
Escalate complex processor issues to the Customer Success Manager with full context and documentation.
We are a fintech startup building a payments stack for commercial card and accounts payable products. We are a small, growing team where you will do real work from day one and have a clear path to grow into a full Customer Success Manager role.
Play a key role in supporting a modern, technology-driven claims organization by handling administrative and operational processes.
Work closely with multi-line claims adjusters to support claim resolution through data entry, file setup, documentation management, and customer communication.
Contribute to continuous improvement efforts by helping refine workflows, streamline processes, and enhance the overall efficiency of the claims support function.
Our partner is building a modern, technology-driven claims organization that prioritizes efficiency and continuous improvement. This is a remote-first company with an innovation-focused culture and collaborative environment.
Provide top-notch customer service via phone, email, and chat to Lively account holders.
Solve complex tasks related to all Lively products with accuracy and empathy.
Generate bug reports and handle data reconciliation through Jira.
Lively offers modern HSA and benefit solutions using user-centric design and technology. It is a remote-first company headquartered in San Francisco with employees across the US.
Ensure timely and accurate entry and processing of all gift types into the donor database.
Serve as primary contact for donor inquiries via phone and email, providing accurate information.
Support fundraising events and campaigns with logistical coordination and data management.
The Trevor Project is the leading suicide prevention and crisis intervention organization for LGBTQ+ young people, offering 24/7 crisis services. With over 25 years of service, the organization operates research, advocacy, education, and peer support programs, staffed by a dedicated team committed to ending suicide among LGBTQ+ youth.
Handle inbound and outbound calls, texts, and emails to resolve customer inquiries.
Manage case work, document interactions, and ensure accurate data entry.
Collaborate with teams to escalate complex issues and maintain service quality.
Five Star Solutions provides customer support services for members and clients. They are committed to a diverse workforce and are an equal opportunity employer with a focus on professional service.
Manage order-to-cash activities and process customer orders with precision into the order management system.
Act as primary contact for customer inquiries, resolving issues and providing tailored solutions.
Train channel partners on business processes, validate order accuracy, and ensure compliance with policies.
Syngenta Seeds is a global leader in developing and producing high-quality seeds for farmers, improving crop yields and mitigating risks like disease and drought. Headquartered in the US, the company fosters a collaborative culture with professional development opportunities and work-life balance.
Help clients over the phone and email with login, navigation, and task execution.
Train clients on system features, searches, exports, and advanced tools.
Fulfill account management requests such as account creations and project access.
Consilio is the global leader in legal consulting and services within the eDiscovery industry. Their worldwide professionals bring expertise and a commitment to serve every engagement, partnering with clients to develop creative solutions.
Provide high-level customer service by responding to telephone or email inquiries and resolving problems including fraud support and internet operations.
Act as a liaison between customers and various departments to resolve complex issues while navigating multiple computer systems.
Obtain thorough knowledge of products, services, rates, terms, fees, and applicable regulations.
U.S. Bank helps customers and businesses make better financial decisions and enables communities to grow. It is a large financial institution offering a wide range of career opportunities and a collaborative culture.
Serve as the first point of contact via phone, chat, email, and web-based support portal to provide solutions.
Research, troubleshoot, and resolve support issues within response and resolution goals, identifying workarounds as needed.
Maintain detailed call and email records, prioritize issues based on SLAs, and meet customer satisfaction goals monthly.
Mitratech builds world-class products that simplify operations in Legal, Risk, Compliance, and HR functions. For over 35 years, they have served 20,000 global client companies, including 30% of the Fortune 500, and foster a diverse, inclusive culture with great people practices and learning opportunities.
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.
Responds to daily phone calls and emails from B2B clients within service level agreements.
Manages time-sensitive tasks, identifies cross-selling opportunities, and uses Salesforce for tracking.
Ensures compliance with procedures including CIP processing, marketing coordination, and regulatory adherence.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a hybrid, remote-office company with onsite locations in several US cities, and their team of problem solvers celebrates diversity through a HUMBLE*HUNGRY*SMART approach.
Provide outstanding customer service to families over the phone, educating them about evaluation, treatment, and insurance processes.
Accurately enter patient registration information and schedule appointments, identifying potential conflicts.
Coordinate information between referring physicians, insurance companies, and treatment clinics, handling 40-70 calls daily.
Cranial Technologies is the only company globally dedicated to researching and treating plagiocephaly (flat head syndrome) and providing non-invasive ear shape correction. With over 300,000 babies successfully treated, they are a leader in pediatric cranial shaping and foster a compassionate, family-oriented culture.
Handle inbound post-sales calls and chats, providing single-call resolution and managing escalations.
Maintain customer records in Salesforce.com and report inefficiencies via ServiceNow.
Collaborate with a team of 5-10 representatives to meet call quality, adherence, and performance metrics.
Ferguson is a leading distributor of quality supplies for infrastructure, plumbing, HVAC, and more, serving commercial and residential industries. With approximately 36,000 associates across 1,700 locations, the company fosters a culture of pride, growth, and meaningful work.
Manage hearing calendars, coordinate scheduling with clients and court reporters, and ensure accurate updates.
Serve as primary contact for client scheduling inquiries and communications via phone and email.
Maintain records in scheduling systems, monitor inboxes, and assist with administrative and special projects.
eScribers is the leader in court reporting and transcription services for courts and government agencies across the US, UK, and Ireland. The company is private equity backed, growing rapidly worldwide, with offices in Phoenix, Virginia, Maryland, London, Dublin, and Israel, and values professionalism, innovative thinking, and collaboration.
Provide world-class customer service to clients and resolve questions or concerns.
Strategically partner with installers to improve the customer experience and manage project pipelines.
Analyze data, spot trends, and conduct due diligence checks and fraud investigations.
GoodLeap is a technology company providing financing and software for sustainable home solutions like solar panels and energy-efficient HVAC. With over 1,000 employees and a platform facilitating $30 billion in financing since 2018, they emphasize a collaborative culture and support the nonprofit GivePower.