The Advisor Support Associate supports the delivery of services to CPL and AMP clients, focusing on operational tasks such as lead invalidation, credit management, client invoicing, and direct client support via email, ensuring client satisfaction and retention.
Whippy is seeking a Customer Support Specialist to provide world-class support and ensure customer success by mastering the Whippy platform. Responsibilities include addressing client issues via various channels, conducting data migrations, coordinating with communication platform providers, training users, and contributing to product enhancement through client interaction feedback and documentation.
As a Customer Success Manager, you will be responsible for ensuring our customers’ success with Veeva’s CDMS products and services. You will serve as the liaison between Veeva and key customer stakeholders, fostering collaboration, triaging escalations, and highlighting value through proactive engagement.
As the Manager of Customer Success, you’ll play a key role in leading the Customer Success team within VLogic to ensure client satisfaction and retention, drive product adoption, and contribute to revenue growth. You’ll be the expert in building strong relationships with clients and developing strategies to maximize value for our customers. You’ll work with the CSM team and cross-functionally to address client needs and feedback.
The Quality Assurance (QA) Analyst will develop, implement, and oversee a complete Quality Assurance program that safeguards the quality of our services. They will foster a culture in which all employees become actively engaged in delivering exceptional service to our clients, and participate in formulating organizational policies and operating procedures for Case Management teams.
You’ll be the face and voice of Deel for our clients, responsible for onboarding clients and setting them up for durable relationships with Deel to enable long-term success. You will serve as our client’s trusted advisor by providing strategic guidance during the onboarding phase on operational and product-related issues.
Deeply understand Canary’s products to effectively communicate their value to clients, lead onboarding, and drive customer value by understanding client goals. Build strong relationships with stakeholders, identify growth opportunities, and act as a trusted advisor. Own a book of business and proactively identify growth opportunities, partnering with Sales to expand it.
The Client Success Specialist plays a pivotal role in establishing and nurturing the client experience through direct client interactions, answering and routing client support questions via various channels. This role involves researching and solving complicated client requests, maintaining knowledge of 401(k) and retirement industry rules, and proactively communicating with clients to address their needs.
We are seeking an experienced Director of Customer Success to lead and scale our Customer Success function, focusing on enabling customers to achieve desired outcomes. The role involves building proactive success programs and driving retention and expansion across the customer lifecycle. The director will manage Customer Success Managers and collaborate with Sales, Product, and Support to improve the customer experience and reduce churn.
As a Specialty Vehicle Appraiser, you will be completing appraisals of damaged specialty vehicles to restore them to their pre-loss condition. You will complete moderate to higher complexity claims within assigned authority limits using vehicle-specific appraisal guidelines and references. Daily expectations include original appraisals, supplement management, total loss opinions, technical support for our inside partners and customer communication.