Source Job

US

  • Manage a specific group of FOLIO customers, acting as primary support and relationship manager while ensuring SLA compliance.
  • Collaborate with internal teams to communicate customer needs, prioritize issues, and advocate for solutions.
  • Refine service delivery models and develop internal training to maintain up-to-date documentation and support.

Customer Support Problem Solving

20 jobs similar to Customer Account Specialist, FOLIO

Jobs ranked by similarity.

$0–$70,000/yr
US Unlimited PTO 18w maternity 12w paternity

  • Manage a portfolio of customer support cases at various stages of the relocation or replacement journey.
  • Provide timely, friendly, and high-quality support to customers via email or phone.
  • Lead and track complex product and cross-team initiatives, keeping stakeholders informed.

Flock Safety builds technology to reduce crime and protect privacy by partnering with cities, businesses, schools, and neighborhoods. With over $1B in funding and an $8.3B valuation, they are a high-performance team united by urgency, ownership, and meaningful impact.

US

  • Ensure timely, efficient peer review of all submissions and resolve escalated queries from vendors and colleagues.
  • Troubleshoot persistent manuscript or system issues, providing expertise and recommending workflow improvements.
  • Contribute to operations projects and serve as daily liaison with vendor representatives, monitoring performance against KPIs.

PLOS is a catalyst in open science, publishing research to enable learning and reuse of scientific knowledge. The company is supported by a highly skilled global in-house team and values diversity and inclusion.

Costa Rica 2w PTO 20w maternity 12w paternity

  • Troubleshoot and resolve customer issues using documentation, tools, and escalation resources to deliver great experiences.
  • Become Smartsheet Product Certified and support customers via email, phone, and chat while meeting performance goals.
  • Contribute to team projects, give feedback, and manage other responsibilities as assigned.

Smartsheet empowers teams to manage work seamlessly and scale solutions smarter, uniting human teams with AI agents to automate tasks and uncover insights. With over 20 years in business, Smartsheet fosters an inclusive environment where ideas are heard and contributions have real impact.

US Unlimited PTO 24w maternity 24w paternity

  • Troubleshoot customer issues using documentation, tools, and escalation resources to deliver excellent experiences.
  • Become Smartsheet Product Certified and support customers via email, phone, and chat.
  • Partner with leaders to exceed performance goals in satisfaction, quality, attendance, and productivity.

Smartsheet empowers teams to manage work seamlessly and scale solutions smarter, now uniting human teams with AI agents. With over 20 years of experience, the company fosters a culture where ideas are heard, potential is supported, and diverse perspectives are welcomed.

Philippines Unlimited PTO

  • Act as a technical liaison between Tier 1 support, development, and product teams to escalate and resolve complex issues.
  • Provide world-class technical support via phone, email, and chat to customers experiencing escalated technical problems.
  • Identify and report bugs, maintain ticket quality, and become a subject matter expert on all Turnitin assessment products.

Turnitin is a recognized innovator in global education, partnering with educators and institutions to develop learning integrity solutions for over 25 years. With over 16,000 academic institutions, publishers, and corporations using its services in more than 185 countries, Turnitin fosters a remote-first culture and a diverse community of colleagues unified by a shared desire to make a difference in education.

Global

  • Engage with workplace customers over voice and email to resolve shift, payment, and platform-related issues.
  • Navigate tools like Zendesk and the Clipboard portal to investigate cases and maintain accurate documentation.
  • Work cross-functionally with teams such as Billing and Account Management to ensure effective issue resolution.

Clipboard operates an app-based marketplace connecting healthcare professionals with workplaces, aiming to uplift communities. Founded in 2016, they are a remote-first team of over 1,000 people, a top Y-Combinator company, profitable since 2022, and rapidly expanding in healthcare staffing.

US Unlimited PTO

  • 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.

$38,100–$45,720/yr
Europe

  • Triage and resolve customer requests via Zendesk and internal tools.
  • Investigate time-sensitive issues using data to confirm root cause before escalating.
  • Build deep working knowledge of Focal's systems to diagnose issues independently.

Focal Systems is a pioneering Silicon Valley startup that develops retail AI solutions using deep learning computer vision. The company is a tight-knit, rapidly expanding team of hard-working professionals from top universities and tech companies.

US

  • Provide exceptional customer service via phone and email to school book fair coordinators
  • Facilitate book orders and coordinate with team members to ensure schools are supported
  • Distribute resources and assist with book fair planning and operations

Literati is a modern children's book company that uses expert curation and data science to help kids discover books they love through school book fairs and book clubs. They are a mission-driven company with a supportive and inclusive culture, focused on empowering employees.

$19–$19/hr
US

  • Assist 1099 service partners with onboarding, account management, scheduling, and payment questions.
  • Monitor service dashboards and proactively reach out for real-time support via phone, email, and text.
  • Troubleshoot technical problems, cross-reference internal data, and escalate operational issues to warehouse teams.

Fetch is a venture-backed company redefining multifamily living through package delivery, valet trash, Fetch Market, and storage solutions. Operating nationwide with rapid growth ahead, the company combines logistics, technology, and hospitality to shape the future of multifamily living.

APAC

  • 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.

  • Answer inbound calls and emails with a professional attitude, adapting communication style to each customer's situation.
  • Resolve billing questions, payments, and account maintenance as the single point of contact for problem-solving.
  • Troubleshoot and guide customers through WEX online platforms and mobile applications while multitasking multiple systems.

WEX is a global commerce platform that helps businesses solve operational complexities like employee benefits, managing fleets, and streamlining payments. With over 6,500 employees, we work with large and small companies in more than 200 countries and territories, tailoring services to meet unique business needs.

US

  • Lead, coach, and support a team of five Customer Service/Support Representatives, ensuring timely and accurate service.
  • Serve as the primary escalation point for complex customer issues, including product shortages, shipping delays, and inventory discrepancies.
  • Oversee customer service KPIs and implement process improvements to enhance order accuracy and delivery speed.

Paige Datacom, a GCG company, powers, connects, and automates our world with top brands and extensive value-added services. They are a global leader with a responsive startup DNA, committed to meeting customer needs while focusing on environmental and community responsibility.

$75,000–$105,000/yr
US Unlimited PTO

  • Serve as primary clinician support contact for Ambience's AI documentation tools, resolving technical issues via Intercom and email with empathy.
  • Diagnose and fix complex platform, EHR integration, and user configuration issues, escalating as needed to Engineering and Product teams.
  • Build and maintain support resources, respond to on-call alerts, and contribute to reporting on CSAT, FCR, and handling times.

Ambience Healthcare builds an AI intelligence platform that restores humanity to healthcare by removing administrative burdens for providers. It is a fast-growing startup backed by top venture firms, ranked #1 in KLAS Research, and recognized by Fast Company and LinkedIn as a top startup in 2024 and 2025, with a high-ownership culture.

Global

  • Manage high-volume inbound and outbound calls professionally, scheduling appointments and assisting patients.
  • Verify patient information, document interactions, and escalate complex issues while following HIPAA regulations.
  • Collaborate with clinical and administrative teams to ensure seamless patient experience and meet performance goals.

C2Q Health Solutions offers management services tailored to healthcare providers, drawing on leadership experience in administrative solutions for managed long-term care, home care, and community health plans. The company supports organizational growth with a range of functions, operating as a remote team.

Bulgaria 4w PTO

  • Assist customers with inquiries related to audiobooks, music, and digital content.
  • Provide friendly, accurate, and professional support while resolving issues efficiently.
  • Represent the client's brand with excellence to ensure a positive customer experience.

Sutherland is a global leader in customer experience and business transformation. We are a large company with a supportive international work environment and offer career growth opportunities.

Global

  • Handle user inquiries across multiple channels including email and future online chats.
  • Investigate incidents thoroughly to identify root causes and provide accurate solutions.
  • Escalate critical problems and bug reports to cross-functional teams, managing product returns and feedback.

Flipper is the creator of Flipper Zero, a portable multi-tool device for tech enthusiasts and engineers, and is building new products like Flipper One and BUSY. The team has built a global community of millions and is focused on innovative hardware and software solutions.

$90,000–$105,000/yr
US Unlimited PTO

  • Investigate, diagnose, and resolve intricate technical issues related to API integrations, databases, servers, and network technologies.
  • Serve as the primary technical point of contact for customer inquiries, providing clear communication via email and support portal.
  • Create and maintain comprehensive documentation, FAQs, and knowledge base articles to empower both customers and internal teams.

Cresta unlocks the true potential of the customer experience, turning every conversation into a competitive advantage. Born from Stanford AI Lab, the company has raised over $270 million from leading investors and is led by AI experts from Google.

Europe

  • Acknowledge and triage support tickets within SLA timelines
  • Reproduce reported bugs, document findings, and escalate when appropriate
  • Act as the communication bridge between customers and engineering teams with clarity and empathy

Lago is an open-source billing platform that helps tech companies build flexible pricing models and scale with confidence. Backed by over $22 million in funding from investors including Y Combinator, the company has around 10K GitHub stars and a lean, high-impact team that values reliability and proactivity.

US

  • Provide support to partners with high attention to detail, researching and analyzing issues.
  • Interact with partners via email, phone, chat, and remote sessions to resolve product issues.
  • Maintain a knowledge base and contribute to articles, ensuring high-quality support.

ConnectWise is a global leading software company with over 3,000 colleagues in North America, EMEA and APAC. The company fosters an inclusive, positive culture where every colleague is valued for their unique contributions.