Lead the full onboarding lifecycle for new Employee Benefits customers.
Guide customers through contract review, billing setup, and use of online service tools.
Research and resolve customer inquiries of varying complexity by partnering with internal teams.
The Standard is dedicated to helping its customers achieve financial well-being and peace of mind. They are a leading provider of group and individual disability insurance, group life, dental and vision insurance, voluntary benefits, absence management services, and retirement plans and annuities.
Collaborate in the development and execution of global account strategies.
Lead operational and account support activities, ensuring compliance with customer agreements.
Build and maintain strong relationships with key client contacts to drive customer loyalty.
Columbia General is focused on transformation and innovation. They foster a culture of belonging where every voice is encouraged. The company is an evolving organization, offering a hybrid work environment and opportunities for collaboration with a diverse team.
Serve as a key point of contact for patients regarding billing questions, payment plans, and account resolution
Respond to inbound calls and proactively reach out to patients to collect past-due balances and arrange payments
Review and explain Explanation of Benefits (EOBs) to patients in a clear and supportive manner.
IVX Health is a national provider of infusion and injection therapy for individuals managing chronic conditions. They are transforming the way care is delivered with a focus on patient comfort and convenience, empowering their team to thrive while living their core values.
Independently manage complex, high-value accounts and owning relationships.
Drive the complete post-sales lifecycle for accounts from kickoff through renewal and expansion.
Capture and synthesize customer insights to directly influence product development and company strategy.
MedScout empowers MedTech commercial teams with data, insights, and tools to deliver medical innovations to patients. They are creating a revenue acceleration platform that unites medical claims intelligence with an intuitive user experience for sales professionals.
Lead enterprise-wide adoption of the Credo AI Governance Platform.
Oversee all customer lifecycle activities.
Define and execute success plans aligned to customer goals.
Credo AI is a venture-backed company empowering organizations to responsibly build, adopt, procure, and use AI at scale. They have built a pioneering platform for context-driven AI governance, AI risk assessment and compliance. Founded in 2020.
Own onboarding processes, documentation quality, and success planning
Review calls and provide actionable feedback
Manage a small portfolio of high-impact customers
Our client is building the future of AI-powered business communication, helping companies replace manual workflows with intelligent AI agents across voice, chat, and messaging. They work closely with enterprise staffing and workforce organizations, embedding AI directly into ATS and CRM systems to drive real operational impact.
Develops trusted advisor relationships with key accounts and customer stakeholders.
Resolves, escalates, and manages the resolution of challenging client requests and/or complex account demands.
Assesses customer needs, identifies customer requirements, and develops cohesive plans that improve the customer’s adoption of the Fleetworthy program.
Fleetworthy offers a technology suite for fleet readiness, uniting safety and compliance, toll management, and weigh station bypass solutions. They are trusted by 75% of the top fleets in North America and are recognized across the industry for innovation and leadership.
Managing customer relationships as the point of contact for employer partners and users.
Leading the customer support function to gather valuable feedback from customers and end users.
Building operational tests and processes from the ground up, iterating on existing ones.
Addition Wealth aims to redefine financial health by making personalized financial expertise inclusive and accessible. They leverage technology to create impactful experiences and foster financial decision-making, and they've received recognition as a top fintech company and innovator.
Own complex complaint investigations end-to-end, including cases from regulators, bank partners, and executive escalations
Act as an SME and escalation point for junior specialists, providing guidance on nuanced cases and best practices
Identify opportunities to improve workflows, tools, and processes based on frontline insights
Chime is a financial technology company, not a bank, that aims to make banking services helpful, easy, and free. They empower members to take control of their finances through user-friendly tools. Chime has a deeply entrepreneurial culture, encouraging every team member to see themselves as stewards of its mission to help everyday Americans unlock their financial progress.
Own the quality, consistency, and effectiveness of the CareMessage experience across customers, partners, and grant-funded programs.
Ensure that customers and ecosystem partners are successfully onboarded, engaged, supported, and enabled to realize value from the platform.
Lead multiple customer-facing functions and programs, including Professional Services, Customer Success across segments, Workforce Enablement, Partner Success.
CareMessage is dedicated to advancing health equity. They focus on scaling its CX function non-linearly—growing our ability to serve more customers per team member through thoughtful use of digital engagement, AI-augmented workflows, and scalable enablement infrastructure.