Manage onboarding activities for new retirement plan clients, ensuring key milestones and deadlines are met.
Review and map prior plan documents to ensure plan provisions are accurately reflected in the new plan.
Explain plan provisions and requirements clearly to clients and partners, helping them understand available options and next steps.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. It is recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, with a coast-to-coast network of 19 firms.
Onboard new customers and work with sales to close pilots as a subject matter expert.
Develop and maintain a portfolio of customers through account management and quarterly calls.
Provide first-line support and product feedback to the product team from customer interactions.
SlideHub is a fast-growing SaaS scale-up founded in 2016 by a team of Danish professionals. It provides an AI-enabled Asset Management Platform that helps companies create compliant material faster, with a team of 45 people spanning over 10 nationalities.
Own your accounts: Serve as the named CS account owner for an assigned portfolio of clients, building trusted relationships and escalating proactively.
Manage case delivery: Own end-to-end project management for active cases, including kickoffs, timelines, deliverables, and client-facing status updates.
Advise attorneys on workflow: Translate platform capabilities into case strategy, answering what is possible for their cases.
Syllo is defining the Litigation AI category with a unified platform for end-to-end litigation management. Founded in 2019 by litigators and engineers, the company has doubled its team in six months and is backed by top-tier VCs, fostering a fast-paced, innovative culture.
Responsible for resolving client inquiries and concerns specific to the Billing process.
Monitor and respond to email and phone inquiries, ensuring timely and consistent communication.
Collaborate with billing team members to escalate issues and improve client experience.
The company provides billing and client care services, focusing on high-touch support and retention. Company size and culture are not specified in the posting.