Source Job

• Serve as the primary relationship manager for a portfolio of servicing clients and strategic partners.
• Oversee servicing operations, transfer initiatives, and operational excellence across assigned portfolios.
• Monitor portfolio performance metrics and coordinate with internal teams to drive client experience.

Zippy is a fintech company that provides home loans and insurance exclusively for manufactured home buyers, offering a seamless digital experience. The remote-first team is spread across multiple states, backed by institutional investors, and committed to finance happiness through homeownership.

• Deliver customer service excellence by resolving collection issues, invoice discrepancies, and account adjustments.
• Proactively manage assigned accounts to reduce delinquency and ensure timely payments.
• Collaborate with operations and accounting teams to research and resolve unauthorized credits and payment discrepancies.

Envita Solutions is a total waste management partner transforming complex waste challenges into sustainable solutions. With over 300 employees and a network of over 3,000 supplier partners, the company fosters a culture of safety, integrity, and inclusion.

• Conduct client intake assessments to evaluate maintenance and operational needs.
• Develop and implement individualized case management plans with measurable benchmarks.
• Coordinate with internal teams and vendors to ensure timely resolution of service requests.

Citiside Properties is a property management company that manages properties for investors with portfolios of homes and/or multi-unit apartments. They value trust, transparency, and a go-getter attitude.

• 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.

• Review and analyze delinquent accounts to determine the best course of action for resolution.
• Contact clients via phone and email to discuss accounts and negotiate repayment plans.
• Document all interactions and agreements and ensure compliance with company policies.

Above Lending is a next-generation financial services company helping everyday Americans break the cycle of high-cost debt and move toward a stronger financial future. They are a rapidly growing company with a culture grounded in compliance and ethics.

• Support day-to-day operational and administrative activities for client-facing and internal processes.
• Manage CRM documentation, client communication, scheduling, and administrative workflows.
• Identify opportunities for process improvement and contribute to efficient client experiences.

Scale Army Careers is a staffing and recruitment firm that connects talented professionals with client companies. They focus on providing operational support roles and maintain a culture of efficiency and organization.

• Build and maintain strong client relationships, acting as the main point of contact for inquiries and escalations.
• Facilitate onboarding and offboarding processes for properties, ensuring smooth transitions and training sessions.
• Gather client feedback to identify improvements and generate reports on key performance indicators.

Asset Living is a third-party management firm that fosters thriving communities nationwide, managing multifamily, single-family, affordable housing, build-to-rent, active adult, and student housing properties. Founded in 1986, the company has decades of experience and is recognized as one of the nation's Best and Brightest Places to Work with a diverse team and a culture of winning.

• Own day-to-day client management for assigned accounts, serving as the primary point of contact for working teams and mid-level stakeholders.
• Translate channel strategies and media plans into clear action steps for internal teams, ensuring timelines, scopes, and commitments are met.
• Proactively identify delivery risks, escalate issues with proposed solutions, and mentor junior team members to improve workflows.

Goodway Group is an independent, remote-first media and marketing services firm with a 90+ year history, providing data-driven digital media and marketing solutions. Their diverse team of strategists, technologists, and data scientists has won numerous awards, and they pride themselves on being an inclusive, human-first workplace.

• Develop and nurture relationships with clients to ensure successful campaigns.
• Be a trusted advisor on our DemandFactor offerings.
• Collaborate with internal experts and sales to deliver excellent results.

We are a demand generation company that helps clients achieve successful campaigns through our DemandFactor offerings. Our team is collaborative and tech-savvy, focused on building strong customer relationships.

• Serve as the primary point of contact for a portfolio of customers, managing day-to-day operational needs and ensuring smooth program execution.
• Document and improve operational processes, create templates and playbooks, and support senior Account Managers with customer-facing materials.
• Perform data analysis to surface customer trends and program health metrics, partnering with cross-functional teams to resolve issues.

Marqeta is a leader in the fintech space, redefining financial services and embedded finance. The company is growing fast and values a collaborative, inclusive culture with a focus on innovation and customer success.

• Answers a high volume of service calls, chats, and emails regarding eMoney applications.
• Provides technical and planning product support to advisors and assists with financial planning scenarios.
• Escalates complex issues to tier two teams and maintains high call quality and professionalism.

eMoney Advisor provides a web-based wealth management system designed to help financial advisors serve their clients. The company serves over 109,000 financial professionals and supports 6 million end clients, with a culture that values diversity and inclusion.

• Oversee end-to-end client case management including tracking, prioritization, and documentation across multiple systems.
• Support year-end tax form processing by validating, formatting, QA'ing, and delivering files for various tax forms.
• Serve as primary client contact, leading status meetings and providing high-touch communication and client-facing summaries.

Experian is a global data and technology company operating across multiple markets including financial services, healthcare, automotive, agribusiness, and insurance. The company has a team of 25,200 people across 32 countries with a culture that invests in people and advanced technologies.

• Handle incoming and outgoing customer inquiries via phone, email, and chat, ensuring prompt and professional resolution.
• Manage collections and overdue payments, including negotiating payment plans and settlements.
• Serve as Escrow Representative, coordinating payments and transactions with partners and associates across your designated region.

OranjeBor Energie BV is a dynamic and innovative company specializing in the oil, energy, gas, and petrochemical sectors. Our team of highly skilled professionals is driven by a shared vision of delivering superior results while minimizing our ecological footprint.

• Serve as primary point of contact for a portfolio of customers, managing daily operational needs and ensuring programs run smoothly.
• Document and improve operational processes, creating templates and playbooks to support the Account Management team.
• Perform data analysis to surface customer trends and assist senior Account Managers with reporting and presentations.

Marqeta is a fintech leader redefining financial services through embedded finance. It is a fast-growing company with a flexible-first culture that supports remote work.

• Coordinate monthly client content priorities and organize input for the fulfillment team.
• Manage content approval workflows, follow up on revisions, and prevent production delays.
• Maintain client records, track deliverables, and assist with monthly reporting.

20four7VA connects offshore independent contractors with clients worldwide. They offer a supportive community, constant guidance, and free training.

• Support strategic efforts in managing key business accounts and day-to-day customer management processes.
• Coordinate collateral feedback and approval processes, ensuring customer-facing materials receive required sign-off.
• Create monthly customer-centric content and develop presentations in PowerPoint, Google Slides, and Excel.

TCWGlobal is a staffing agency that provides workforce solutions and places talent in contract roles across various industries. They partner with innovative companies like Marqeta to support their business needs.

• Handle incoming and outgoing customer inquiries via phone, email, and chat, ensuring prompt and professional resolution.
• Manage collections and overdue payments, including negotiating payment plans and settlements.
• Serve as Escrow Representative, coordinating all outgoing and incoming transactions to regional partners and associates.

OranjeBor Energie BV is a dynamic and innovative company specializing in the oil, energy, gas, and petrochemical sectors, with a strong focus on crude oil drilling, exploration, and renewable energy. They prioritize safety, environmental responsibility, and operational excellence, driven by a team of highly skilled professionals committed to delivering sustainable solutions.

• Manage day-to-day collections operations for firm partners, monitoring and encouraging cash receipts through direct contact and follow-up with partners and clients.
• Generate reports on accounts receivable, DSO, and bad debt reserves, and participate in meetings with firm management.
• Research and monitor unapplied payments, develop relationships with assigned partners for customer service, and identify process improvements.

Williams Lea by RRD is a global business support services company specializing in administrative support, document production, and marketing for legal, financial, and professional services firms. With over 200 years of experience and a global presence, the company employs thousands of people focused on efficient operations.

• Build strong customer relationships and conduct routine account performance reviews.
• Renew and expand customer contracts while meeting and exceeding quotas.
• Deliver training sessions and advise on best practices to ensure customer success.

Signal Vine is a higher education AI messaging platform that uses AI and workflow automation to personalize student engagement and improve enrollment and retention. Founded in 2013, the company has a rewarding culture that promotes teamwork, growth, and features a pet-friendly office.

• You will act as the voice of Wealthsimple, breaking down complex financial concepts for clients.
• You will own the client journey end-to-end, solving strategic problems.
• You will work with a maker-owner mindset, improving tools based on front-line insights.

Wealthsimple is Canada's leading financial innovator, offering a full suite of simple, sophisticated financial products across investing, trading, cryptocurrency, tax filing, spending, and saving. The company serves over 4 million Canadians, holds over $155 billion in assets, and employs over 1,500 people across North America with a hybrid team culture.