Prospect into U.S. federal agencies to identify compliance and records management needs.
Generate Discovery Meetings and Sales Accepted Opportunities for Federal Account Executives.
Execute multi-channel outreach across phone, email, and professional social platforms.
Smarsh empowers customers to manage risk and unleash intelligence in their digital communications. The company serves over 6500 organizations in regulated industries and has been recognized as a fastest-growing American company since 2008.
Develop industry and location-based accounts and set quality appointments for Account Executives.
Manage account lists, strategize outreach via emails, calls, and social prospecting, and maintain a sales pipeline.
Collaborate with marketing and sales leadership, maintaining in-depth product knowledge and a learning mindset.
Experian is a global data and technology company, powering opportunities for people and businesses worldwide. With 25,200 employees across 32 countries, we invest in advanced technologies and have a people-first, inclusive culture.
Respond to investment executive and client needs, concerns, and questions.
Assist in account opening process and maintain electronic client files.
Provide highest level of service and ensure accuracy in transactions.
Osaic is a financial services firm that supports over 11,000 Financial Professionals across the country. The company offers a collaborative and entrepreneurial culture focused on providing best-in-class service to clients.
Act as a primary point of contact for client inquiries via email and phone, handling professional correspondence with speed and clarity.
Manage daily account intake processes, including data validation and strict accuracy checks to ensure compliance.
Support front-line collections by handling settlement offers, account instructions, and maintaining data integrity across systems.
Sentry Credit, a wholly owned subsidiary of TrueAccord, combines machine learning with a human-based approach to transform debt resolution and financial health. With over 30 years of legacy and a world-class team, they serve millions of consumers annually.
Respond promptly to internal and external customer inquiries.
Serve as lead contact for accounts and Sales and document all interactions, communications, actions taken, and follow ups.
Communicate delays and cancellations to customers and help facilitate redraw of samples as needed.
Natera is a global leader in cell-free DNA (cfDNA) testing, dedicated to oncology, women's health, and organ health. The team consists of highly dedicated professionals from world-class institutions who care deeply for their work and each other.
Close the deal by influencing prospects through the loan application and closing sales within 1–2 calls.
Own your pipeline by managing up to 20 active transactions at various stages.
Crush metrics by consistently exceeding daily and weekly targets to maximize commission.
Achieve is a leading digital personal finance company that provides innovative, personalized financial solutions to help everyday people move from struggling to thriving. With over 2,500 employees across the United States, we foster a culture of empathy, diversity, and inclusion, offering hybrid and remote work opportunities.
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.
Support the Business Development team by managing Salesforce data, analyzing sales trends, and coordinating client events.
Extract and analyze data from CRM systems to identify opportunities and drive revenue growth.
Develop targeted outreach campaigns to key client segments including M&A attorneys and investors.
SRS Acquiom provides a platform and services for managing complex M&A and loan agency transactions. Since 2007, the company has supported over 11,500 deals and employs teams across the US, London, and Amsterdam, fostering an entrepreneurial and growth-oriented culture.
Manage day-to-day client relationships, support issue resolution, and deliver product enhancements.
Lead Client Business Reviews with Sales, highlight ROI, and outline future strategies.
Support contract renewals, identify cross-sell and upsell opportunities, and monitor product usage.
Experian is a global data and technology company that powers opportunities for people and businesses worldwide by using data, analytics, and software to redefine lending, prevent fraud, simplify healthcare, and create digital marketing solutions. A FTSE 100 company with 23,300 employees across 32 countries, Experian fosters a people-first culture focused on inclusion, authenticity, and work/life balance.
Partner with CSM/CSS to deliver best-in-class service, provide product walk-throughs, and assist with training sessions.
Document client interactions accurately, identify blockers, and escalate promptly to senior team members.
Maintain a learning plan to expand knowledge of CDK products and dealership workflows.
CDK Global is a leading provider of cloud-based software to dealerships and OEMs across the automotive industry, enabling end-to-end business operations. The company has a large workforce and promotes an inclusive culture with values like 'Stay Curious, Own It, Be Open, and Create Possibilities.'
Handle inbound and outbound calls in a call center environment, providing excellent customer service.
Assist with account access issues, password resets, and ID reactivation for clients and inspectors.
Escalate complex issues to higher-level support and identify trends to improve service delivery.
Kreative Technologies provides call center support to clients and government personnel, handling inbound and outbound calls with professionalism. The company is an equal opportunity employer committed to a diverse and inclusive workplace, though its size is not specified.
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.
Provide excellent customer service via phone, chat, and email to maintain high customer satisfaction.
Set up and confirm distribution orders, vet content, and counsel clients on additional products.
Educate clients on PR Newswire products, services, and procedures.
Cision is a global leader in consumer and media intelligence, engagement, and communication solutions, providing PR and marketing professionals with tools to excel. With over 75,000 clients including 84% of the Fortune 500, Cision has offices in over 20 countries and fosters an inclusive environment with diversity and equity initiatives.
Handle inbound and outbound calls, texts, and emails to resolve customer inquiries.
Document all interactions accurately and manage cases within company systems.
Escalate complex issues and collaborate with teams to ensure timely resolution.
Five Star Solutions provides customer service and support solutions. The company values diversity and is committed to a professional, diverse workforce, hiring the best available people.
Provides support to customers by answering calls, resolving issues, and documenting interactions according to department standards.
Manages follow-up contacts and evaluates concerns to determine reasonable resolutions using department guidelines.
Refers unresolved grievances to Verizon Wireless and assists team members with shadowing and questions.
Cellular Sales provides customer support and sales services for Verizon Wireless. The company is a large organization with a focus on culture and employee assistance programs.
Drive growth by acquiring new customers through strategic, consultative selling in the Financial Services vertical.
Manage the full sales cycle, from prospecting and demos to negotiations and closures, using MEDDPICC methodologies.
Collaborate cross-functionally with SDR, Marketing, and Customer Success to optimize pipeline and ensure long-term satisfaction.
RecordPoint provides data and information lifecycle management SaaS for highly-regulated organizations. With over 130 professionals, they foster a supportive, collaborative, and transparent culture driven by innovation.
Develops and maintains strong sales relationships with key decision makers in multi-family housing customers.
Drives profitable sales growth by prospecting new accounts and expanding opportunities with existing customers.
Collaborates with leadership to analyze market trends and provides input for effective sales strategies.
HD Supply is one of the largest industrial distributors in North America, providing MRO supplies and products to customers. With 44 distribution centers across 25 states and two Canadian provinces, they offer approximately 200,000 SKUs and serve over 300,000 customers, emphasizing diversity, equity, and inclusion.
Identify and resolve customer inquiries with active listening and critical thinking for first call resolution.
Answer inbound phone calls accurately and professionally, providing tier one digital banking and debit card support.
Meet quality and productivity goals while ensuring customer information security and minimizing bank loss.
SouthState Bank is a trusted financial partner building personal relationships with forward-thinking solutions. With roots since the 1930s, we foster a culture of integrity, trust, and growth where individual contributions are recognized and potential is cultivated.
Provide first-class accounting software support via phone and email, troubleshooting issues and guiding end-users.
Manage inbound calls and tickets, maintaining records and ensuring timely resolution of customer issues.
Perform minor software testing, provide feedback, and leverage AI tools to improve processes.
Caseware is a Canadian fintech company that has led the global audit and accounting software industry for over 30 years, serving over 500,000 users across 130 countries. The company has a collaborative culture, values innovation, and emphasizes work-life balance with a diverse, global team.