Regularly consults with assigned clients to maintain a positive relationship.
Proactively uncovers ways to improve the daily operations of the plan.
Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. Their culture is collaborative and they value differences and colleagues who share a spirit of generosity.
Represent a diverse lineup of products and brands committed to customer service excellence.
Answer questions about orders and requests, account status, products, and services.
Take ownership of issues and follow through to solve problems while exercising sound judgment.
VIPdesk Connect is a certified B-Corp and Best Workplace winner committed to team member happiness. They partner with iconic brands to provide an elevated customer experience. The company fosters a supportive workplace where team members feel comfortable sharing ideas and working together.
Deliver structured customer training sessions using established materials.
Facilitate virtual training sessions and workshops.
Maintain accurate documentation of training sessions and customer interactions.
Keeper Security is a cybersecurity software company that protects organizations and people in over 150 countries. They are a pioneer of zero-knowledge and zero-trust security built for any IT environment and recognized in the Gartner Magic Quadrant for Privileged Access Management (PAM).
Manage the onboarding process for new clients by setting clear expectations and tracking progress.
Support client education by integrating learning opportunities into onboarding.
Monitor client health during onboarding, identifying and addressing potential challenges.
INNERGY transforms the woodworking industry with cloud-based ERP software designed exclusively for custom manufacturers. They are a globally distributed team of 200 plus professionals united by deep software expertise and a shared passion for solving meaningful, real-world problems .
Tackle customer questions head-on with curiosity and enthusiasm — whether it’s over phone, chat, or email.
Bring energy and empathy to every interaction, making customers feel heard, valued, and genuinely supported.
Serve as the customer’s voice internally by documenting bugs and collaborating with our development team.
Tekmetric is an all-in-one, cloud-based platform helping auto repair shops run smarter, grow faster, and serve customers better. They have grown from a single shop’s vision to the industry’s leading solution by staying true to their values.
Respond to client calls using CRM software, addressing concerns with empathy.
Resolve complex financial situations with subject matter knowledge, documenting discussions.
Present settlement proposals to clients and guide them toward their financial goals.
National Debt Relief, founded in 2009, aims to help consumers deal with overwhelming debt, establishing itself as a trusted debt relief provider. With a team-oriented environment, they focus on employee success and growth through mentorship and leadership programs.
Handle inbound and outbound contacts in a courteous, timely, and professional manner
Ensure first call resolution through problems solving and effective call handling
Accurately document and process customer claims in appropriate systems
MCI is a tech-enabled business services company in the USA, delivering Customer Experience (CX), Business Process Outsourcing (BPO), and Anything-as-a-Service (XaaS) cloud technology solutions across various industries. They employ 10,000+ individuals and have been recognized as one of the fastest-growing companies.
Collaborate with Customer Success Managers, Sales, and Renewals to increase market share within our existing account base.
Assist CSMs in preparing for strategic customer meetings through the creation of detailed reports and impactful presentations.
Coordinate internally to resolve complex customer questions, requests, and escalations across the APAC customer portfolio, reporting resolutions back to relevant CSMs.
Instructure creates intuitive products that simplify learning and personal development, facilitate meaningful relationships, and inspire people to go further in their education and careers. They give smart, creative, passionate people opportunities to create awesome, believing in the power of people to grow and succeed throughout their lives.
Provide phone, email, and text-based support to Roadie customers, partners, users, and other community members
Proactively monitor in-progress deliveries and take corrective action when necessary
Collaborate with team members from various Roadie departments to ensure seamless delivery experience
Roadie, a UPS company, is a leading logistics and delivery platform that helps businesses tackle the complexities of modern retail. With a network of more than 310,000 independent drivers nationwide, Roadie offers flexible delivery solutions that make complex logistics challenges easy.