Manage the end-to-end onboarding of new 401(k) plans, from contract through go-live, using Salesforce and internal tools.
Draft plan documents, coordinate payroll integrations, and ensure compliance with ERISA, IRS, and DOL requirements.
Serve as the primary contact for plan sponsors, advisors, and TPAs, providing proactive updates and platform education.
Ubiquity Retirement and Savings provides retirement plan recordkeeping and 401(k) solutions for businesses. They are a fully remote, technology-driven company focused on client success and employee well-being.
Own the post-sale relationship for Rafio, from developing client agreements through onboarding to confident, independent daily use.
Scope, build, and troubleshoot integrations connecting Rafio to customers' existing systems and data, driving adoption and expansion.
Serve as the liaison between clients and the platform team, triaging requests, building scalable systems, and eventually leading the customer success team.
Raftelis is a management consulting firm helping local governments and utilities thrive through finance, assessment, communications, technology, executive recruitment, and strategic planning. The company has served more than 700 organizations in the past year, has a dozen-plus offices across the US, and is certified as a Great Place to Work with a culture focused on work-life balance and genuine care.
Handle after-hours client communications, monitor phone and text lines, and coordinate urgent care cancellations or labor alerts.
Manage sales pipeline, maintain lead records, set up new clients, and support hiring administration with CRM and AI tools.
Work independently during U.S. off-hours to complete recurring operational tasks and improve workflows using established systems.
20four7VA provides remote administrative and support services to clients worldwide, focusing on developed markets like the US, UK, Canada, and Australia. It fosters a supportive community offering training, guidance, and constant support for its contractors.
Answer incoming customer calls promptly and professionally to assist with appliance repair service requests.
Manage and update customer information and service requests in CRM systems.
Complete daily administrative tasks and ensure excellent customer service.
My Hero VA is a virtual assistant and customer service staffing company that connects U.S. businesses with remote support staff. They focus on reliability and professionalism, hiring remote workers to handle customer service for their clients.
Act as the face of Vida, owning end-to-end client relationships and ensuring client satisfaction.
Perform data analysis, present strategic recommendations, and identify up-sell opportunities.
Collaborate with internal teams across product, design, engineering, sales, and marketing to develop solutions.
Vida is a virtual, personalized obesity care provider that uses evidence-based treatment to help patients manage obesity and related conditions. It is a fast-paced startup trusted by Fortune 100 companies, with a culture that values diversity and inclusion.
Lead plan design discussions with new clients to guide them through retirement plan provisions. - Manage multiple onboarding cases while ensuring accuracy and meeting SLAs. - Partner with internal teams to translate client decisions into accurate plan documentation.
Ubiquity Retirement and Savings provides retirement plan solutions for businesses. The company fosters a fully remote, flexible work culture with a focus on client service.
Develop and maintain strong client relationships as a trusted advisor, understanding needs and identifying upselling and cross-selling opportunities.
Implement strategies for consistent customer satisfaction and retention, managing contract renewals and RFPs.
Conduct regular business reviews, provide tailored solutions, and advocate for customer needs across internal teams.
EverDriven partners with school districts to provide safe, reliable transportation for students, including those experiencing homelessness, living with disabilities, or outside traditional bus routes. The company operates with a tech-powered, human-led model and a culture rooted in integrity, collaboration, and continuous improvement.
Deliver excellent customer service to panelists participating in market research surveys.
Ensure timely resolution or escalation of requests and communicate progress promptly.
Achieve or exceed required team KPI goals and coordinate escalations as needed.
Dynata is the global leader in online data collection for the market research industry. We have a collaborative, inclusive culture with a focus on excellence and have been recognized with the 2026 ATD BEST Award for talent development.
Interview patients and representatives to gather complete demographic and financial information for account resolution.
Analyze financial data to determine appropriate payor sources and assist with applications to agencies like DHHS and SSA.
Communicate estimated financial responsibility and request payment, ensuring all possible payor sources are exhausted before hospital sponsorship.
Prisma Health is the largest not-for-profit health organization in South Carolina, serving more than 1.2 million patients annually. The company has 32,000 team members dedicated to supporting health and well-being.
Schedule and coordinate diagnostic imaging services across multiple modalities for patients in a remote contact center environment.
Manage high-volume inbound and outbound interactions with empathy, accuracy, and strict HIPAA compliance.
Navigate multiple systems simultaneously while maintaining productivity and quality standards.
Carenet Health is a healthcare services company that provides patient engagement and clinical support solutions. We foster collaboration, creativity, and innovation, and are committed to empowering growth through trust, opportunity, and accountability.