Provide exceptional customer service to clients via phone, email, and online communication
Assist clients with vacation planning, including destination selection, accommodations, activities, and transportation
Prepare and present travel quotes and options based on client preferences
Destination Knot is a professional travel planning company specializing in personalized vacations, cruises, resorts, and group travel experiences. They pride themselves on delivering exceptional service and creating unforgettable trips for clients worldwide.
Provide client support throughout the vacation planning process
Assist with researching destinations, accommodations, and activity options
Collect and organize required trip details and preferences
We support vacation planning activities and assist clients with organizing their travel details. We are a supportive environment to grow our skills in client services and travel coordination.
Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
Advocate for clients, building strong working relationships with cross-functional teams to ensure client success
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.
The Associate Customer Success Manager builds strong relationships with customers and delivers solutions in a one-to-many model. They identify customer needs and coordinate internally to ensure timely solutions are delivered. In this role, you will assist new OSV customers through the readiness process for Workday services.
OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services.
Handle client onboarding and manage follow-ups for document collection. Answer tax-related questions with mid-level expertise. Manage inbound calls, redirect inquiries, and schedule meetings using Go High Level.
The company specializes in tax preparation, client onboarding, and financial services.