Build and nurture strong, consultative relationships with employer clients to become a trusted partner.
Manage enrollment marketing and campaign planning, and prepare reporting for client meetings to ensure satisfaction.
Think strategically to troubleshoot client requests, oversee up-sell opportunities, and analyze program metrics to demonstrate value.
Columbia General works in healthcare, specifically mental health services. The company fosters a collaborative and supportive team environment, offering competitive compensation packages with stock options.
Resolve customer issues across chat, email, and phone while investigating bugs, surfacing product insights, and writing help center content.
Actively use and shape the AI-powered tech stack to automate and streamline support workflows, moving beyond existing tools to create new skills.
Serve as a go-to resource for product knowledge, contribute insights influencing product decisions, and assist in training newer team members.
Ambrook rebuilds financial infrastructure, providing modern tools for accounting, banking, and spending to help American family-run businesses become more profitable and resilient. It is a Series A startup backed by Thrive Capital, Dylan Field, and Homebrew, focused on the intersection of industry, climate, and the economy.
Triage incoming homeowner requests and translate them into clearly defined scopes of work.
Source and evaluate vendors, comparing estimates and negotiating for the best value before managing project execution and oversight.
Serve as the primary point of contact for homeowners, providing proactive updates and managing communication to ensure projects are completed fully and accurately.
Casa operates in the home services sector, coordinating projects and vendor management for homeowners to make home ownership feel special.
Serve as the voice of Wealthsimple, explaining complex investment, trading, and personal finance concepts to clients in an accessible way.
Strategically solve client problems by managing their entire journey, from complex institutional transfers to back-office operations.
Embrace a Creator-Owner mindset by collaborating across teams like Product and Operations to improve financial tools based on direct client feedback.
Wealthsimple is a fintech company that helps people achieve financial freedom by providing simple, transparent, and low-cost financial services. It is Canada's largest fintech with over 1,500 employees in North America, known for a fast-paced, collaborative, and deeply caring culture focused on building products people love.
Lead, develop, and scale a team of Technical Account Managers who serve as strategic advisors to customers.
Own team performance, talent development, and operational excellence to ensure measurable business outcomes.
Partner cross-functionally to align team delivery with company goals and manage account health, retention, and growth.
ClickUp builds a converged AI workspace that unifies tasks, docs, chat, calendar, and enterprise search to improve team productivity. The company fosters a bold, innovative culture focused on redefining the future of work.
Answer and book incoming calls promptly using established scripts to schedule appointments and collect customer information.
Overcome objections and resolve customer concerns empathetically while promoting memberships and add-on services.
Maintain performance KPIs, including booking rate and call volume, and conduct appointment confirmations and follow-ups.
Stephen K. Denny is a full-service HVAC contractor providing installation, service, and quality products for over 30 years in South Florida. As a growing company, it emphasizes treating its team with dedication and care, similar to its customer-first approach.
Connect with customers to provide an excellent service experience.
Record customer information and interact professionally while listening to concerns.
Offer support and solutions in line with company policies and guidelines.
CGS is a company that provides support solutions for customers. They emphasize employee growth and offer opportunities for career development within a supportive environment.
Masterfully route all incoming phone calls, answer simple inquiries, and ensure callers feel welcome with professional and efficient service.
Keep call times minimal and prevent backlogs by utilizing deep knowledge of the Bank's services and organizational structure to provide incredible customer support.
Embody a commitment to social and environmental justice, protect the organization by questioning suspicious activity, and stay informed on compliance and regulatory requirements.
Climate First Bank is a Florida-based Benefit Corporation and FDIC-insured commercial bank offering personal and business banking services focused on sustainability and ethical practices. The company is a growing team of mission-driven professionals operating in a fast-paced, results-oriented environment committed to social and environmental impact.
Act as a servant leader, working directly with stakeholders to ensure smooth processes for financial product transactions and support frontline sales partners.
Become an expert on the LightReach portal and financial products, establishing regular communication, providing coaching, and visiting key partners onsite to build strong relationships.
Drive continuous improvement by coordinating internally to resolve friction points, evaluating external resources, and consolidating feedback to enhance product quality and customer experience.
Palmetto is a leading clean tech company that develops and offers software, financial products, and services to drive the adoption of renewable energy and home electrification for homeowners and businesses. The company fosters a promote-from-within culture focused on talent development, career growth, and purpose-driven work, backed by a collaborative environment that prioritizes people, planet, and profit.
Provide frontline client support via Zendesk, responding to questions and improving knowledge base content.
Partner with Rev Ops to maintain and enhance automated client journey programs for self-service.
Monitor customer health metrics to identify risk and collaborate cross-functionally to drive product adoption.
Modern Health is a mental health benefits platform for employers, offering access to therapy, coaching, and digital resources. It is a fully remote, hyper-growth company with a high-empathy, high-accountability culture, backed by top investors and recognized for innovation.