Source Job

• Own and lead a strategic book of business.
• Develop and execute long-term growth strategies.
• Serve as a trusted advisor to clients.

Jobgether is a platform utilizing AI-powered matching to quickly, fairly, matching candidates to roles. They value inclusivity and growth-oriented workplace culture.

• Support day-to-day relationships with a defined set of client accounts, partnering with Account Management and other CE colleagues.
• Educate customers to ensure adoption and optimal usage of CE’s offerings.
• Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems.

Consumer Edge (CE) is a leading data and insights-as-a-service (IaaS) company specializing in the global consumer, B2B, and healthcare economies. They deliver real-time, transaction-based intelligence enriched by deep industry expertise, equipping corporate and investment leaders with tools for strategic decision-making.

Provides high quality administrative support to Financial Advisors. Services a high volume of daily interactions with clients. Processes client financial transactions and expenses.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services.

• Manage assigned customers and ensure timely product delivery.
• Collaborate with sales teams to drive customer satisfaction.
• Build and sustain strong relationships with customers.

Jobgether is a platform that uses AI to match candidates with jobs. They aim to provide a quick, objective, and fair application review process, connecting top candidates with hiring companies.

• Identify and engage potential banking clients, managing the end-to-end sales process
• Build and maintain strong, long-term relationships with enterprise executives, product teams, and technical stakeholders
• Act as a trusted advisor to key stakeholders, helping them achieve strategic goals

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• Provide customer service support and resolve issues.
• Compose correspondence between departments and stakeholders.
• Assist with onboarding, events, and administrative tasks.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• Lead, coach, and develop a team of Customer Success Managers.
• Drive a shift from reactive issue management to proactive engagement.
• Collaborate with various teams to deliver a unified customer experience.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• Work directly with clients to learn their goals and establish how bswift can meet them.
• Own a book of business of clients representing approximately $5,000,000 to $8,000,000+ in annualized recurring revenue (ARR).
• Lead a team of bswifters to support their clients' needs and create/keep raving fans of bswift!

Bswift has been transforming benefits administration since 1996, making it simpler, smarter, and more human. From downtown Chicago, and remotely across the country, they serve thousands of companies and millions of people nationwide, reducing administrative burdens and freeing HR teams to focus on creating thriving, people-first workplaces.

• Build and maintain trusted client relationships, acting as a primary point of contact.
• Onboard new customers, providing technical support, and resolving issues.
• Collaborate with Product and engineering teams to address product reliability.

Fuze Health puts patients first and addresses the most pressing needs in healthcare. They empower millions to digitally connect with care providers, essential health resources and needed treatments.

Handle client onboarding and manage follow-ups for document collection. Answer tax-related questions with mid-level expertise. Manage inbound calls, redirect inquiries, and schedule meetings using Go High Level.

The company specializes in tax preparation, client onboarding, and financial services.

• Prospect and discuss Merchant Service and Treasury Management products with small businesses.
• Work closely with branch managers and staff in assigned territories.
• Engage in video calls with internal partners and clients; Bilingual Spanish preferred.

PNC strives to make a meaningful impact for employees, customers, communities, and shareholders. They have an inclusive workplace allowing employees to be heard, valued, and developed to do their best work to make a lasting difference for everyone they serve.

Act as the primary point of contact for B2B clients, ensuring they achieve success and satisfaction with their platform experience. Manage the full customer lifecycle—from onboarding and activation to expansion and renewal. Collaborate with cross-functional teams to drive adoption, optimize processes, and align platform capabilities with client goals.

This position is posted by Jobgether on behalf of a partner company and uses an AI-powered matching process to ensure your application is reviewed quickly.

• Manage a caseload of in-progress applications through the underwriting process
• Coordinate and follow up on medical exam bookings with vendors and clients
• Handle inbound calls and respond to client emails

PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. They operate with a remote-first culture and have sold over $10 billion in insurance coverage since 2018.

• Manage a portfolio of existing customers on the SmarterDx platform.
• Develop deep relationships with customers, acting as their trusted advisor.
• Monitor client performance, report on financial impact, drive product expansion.

SmarterDx, a Smarter Technologies company, builds clinical AI that is transforming how hospitals translate care into payment. Founded by physicians in 2020, our platform connects clinical context with revenue intelligence, helping health systems recover millions in missed revenue, improve quality scores, and appeal every denial.

• Manage incoming customer calls, providing expert guidance through the loan application process.
• Proactively follow up with customers to encourage the completion of loan applications as necessary.
• Ensure high levels of customer satisfaction by clearly explaining the features and benefits of Enova's products and services.

Enova International is a leading financial technology company that provides online financial services through our AI and machine learning-powered Colossus™platform. Through our values and our commitment to making Enova an awesome place to work, we maintain an environment of inclusion and culture where our employees can thrive.

• Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
• Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.

• Meet with clients 1:1 to provide support, training, product knowledge, and account reviews.
• Manage retention efforts for clients who have placed cancellation or are showing indicators of being at-risk.
• Act as an advocate for the client's needs and speak confidently and professionally with clients.

Ylopo, LLC is a marketing and technology company providing internet marketing services and lead generation and engagement software to real estate agents. They offer personal development, mentorship, and recognition within a supportive and caring environment dedicated to continuous learning and growth.

• Communicate with our members via phone and email, exhibiting care in every interaction
• Listen to our members, providing empathy and solutions to their unique needs
• Accurately document Member interactions and activity

Achieve is a digital personal finance company helping people move from struggling to thriving by providing innovative, personalized financial solutions. They leverage data and analytics to tailor solutions for each step of their member's financial journey.

• Cultivate and nurture relationships with key clients, addressing inquiries and requests effectively.
• Develop a deep understanding of client industries to anticipate needs and provide proactive solutions.
• Identify opportunities for account expansion and revenue growth within existing client portfolios.

Jobgether is a company that uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates to share directly with the hiring company.

• Serving as the first point of contact for members and providers.
• Navigating multiple systems and balancing several interactions at once.
• Documenting thoroughly, taking ownership of issues, and following through until every customer feels heard and supported.

Guidehealth is a data-powered healthcare company dedicated to operational excellence. They aim to make healthcare affordable, improve patient health, and restore fulfillment for providers. Driven by empathy and powered by AI, Guidehealth leverages remotely-embedded Healthguides and a Managed Service Organization.