Remote Customer service Jobs · Excel

• Manage client and broker/consultant relationships throughout the client lifecycle.
• Communicate clearly and concisely in both verbal and written formats.
• Collaborate cross-functionally within a team environment, ensuring seamless coordination and alignment across departments.

Lantern is a specialty care platform connecting people with the best care when they need it most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country.

• Manage Senior VP calendar and daily priorities
• Own inbox management and executive correspondence
• Build Excel reports (VLOOKUP, Pivot Tables required)

Urrly uses AI to review every application against the same clear requirements for the role. They strive to create a more objective, consistent, and equal opportunity hiring process for all applicants.

• Serve as first-line support for dental practices via text, phone and email.
• Handle order inquiries, billing questions, and general account support.
• Troubleshoot basic software and connectivity issues; escalate complex technical problems.

Incisive is a fast-growing healthcare technology company transforming how dental practices adopt and scale digital restorative workflows. They are early, capital-efficient, and scaling quickly, aiming to build a durable, scalable B2B software platform that becomes the operating system for their ecosystem.

• Provide high quality support to clients, ensuring contractual obligations and maintaining customer satisfaction.
• Implement new customers, including analyzing setup needs, testing, and training.
• Troubleshoot software and implementation issues and providing guidance as needed, completing support cases for clients.

Medisolution, a wholly-owned subsidiary of N. Harris Computer Corporation, provides ERP software, solutions, and services to healthcare and service sector customers across North America. Almost 375 healthcare, public, and service sector organizations rely on them. They have a casual work environment, award winning culture and empower their employees to make a difference.

• Support Complex Large Accounts as a Secondary CM, partnering with Account Executives.
• Serve as the primary day-to-day contact for a portfolio of smaller large-group clients.
• Execute Core Benefits Analyst Responsibilities, handling the tactical and analytical foundation of client servicing.

Nava is on a mission to fix healthcare. They fuse deep benefits expertise with cutting-edge technology to deliver a modern, transparent, and affordable healthcare experience. Founded by seasoned entrepreneurs and backed by leading investors, Nava is one of the fastest-growing benefits brokerages in the country.

• Serve a selected group of customers as part of a cross-functional account team
• Guide the full-lifecycle customer journey with QAD solutions, from initial deal onward
• Build trusted advisor relationships with executive sponsors and key stakeholders

QAD is building a world-class SaaS company. They are looking for talented individuals who want to join them on their mission to help solve relevant real-world problems in manufacturing and the supply chain. We are a virtual first company and your primary work experience will be virtual / working from your home. 

• Manage Help Scout and Accounts Receivable processes from start to finish.
• Execute invoicing processes with extreme precision, maintaining a 97% or higher billing accuracy rate.
• Act as a diplomat for the brand, handling tense interpersonal situations with tact.

Prompt Therapy Solutions is revolutionizing healthcare by delivering highly automated and modern software to rehab therapy businesses, the teams within, and the patients they serve. As the fastest-growing company in the space and the new standard in healthcare technology, they strive to attract top talent who share their vision and values.

• Serve as first level system support for each assigned client
• Perform ongoing audits and file reviews, ensuring data and results accuracy
• Execute research and analysis to resolve participant cases

Bswift has been transforming benefits administration since 1996, making it simpler, smarter, and more human. 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.

• Facilitate client meetings to set expectations and communicate process requirements.
• Develop training modules to support training of youth development professionals and managers.
• Respond to product or service problems and build sustainable relationships of trust with clubs.

Boys & Girls Clubs of America is the nation's premier youth development organization, impacting nearly 4 million children and teens every year through programs, training, and services. They value diversity, embrace strong values, and offer great benefits to allow employees to maintain work/life balance.

• Provide email support for program applicants and participants.
• Manage a trouble ticket queue to track issues from report to resolution.
• Provide weekly and monthly reporting on program support activity.

EnergyHub empowers utilities and their customers to create a clean, distributed energy future. They help consumers turn their smart thermostats, EVs, batteries, and other products into virtual power plants. EnergyHub has a casual environment, the flexibility to set your own schedule.