Provide exceptional customer service via email and phone, helping clients use products effectively.
Assist with client inquiries, fund transfers, and understanding investment risk and performance.
Act as the voice of the customer, highlighting improvements to enhance the client experience.
Wealthfront builds financial products that automate banking, investing, and planning to help clients grow their money. They serve over 1 million clients with $90 billion in assets and foster an inclusive, client-first culture.
Guide older adults and their caregivers through the intake process with warmth, clarity, and professionalism.
Blend patient support, care coordination, and emotional guidance to match patients with therapists.
Be the first voice patients or their families hear, turning moments of vulnerability into reassurance.
Sailor Health revolutionizes mental health care for older adults in America. As a small, agile remote-first team, we are mission-aligned and collaborative, focused on improving care for a rapidly growing senior population.
Review and process incoming claims and supporting documents.
Verify information for accuracy and completeness and update claim records.
Identify missing or inconsistent information and follow up on needed documentation.
Bilgewater Group is a company specializing in claims processing and related services. They are an equal opportunity employer with a focus on accuracy and efficiency.
Process 60-80 insurance authorizations daily from insurance portals for patient referrals.
Verify authorization status and complete request forms for various insurance carriers.
Collaborate with the insurance team to maintain data integrity and communicate authorization status.
Our client is a leading ophthalmology clinic based in Texas with 17 locations and over 50 doctors. They are committed to employee fulfillment and career growth, guided by core values of integrity, respect, empathy, accountability, compassion, and honesty.
Provide first-level support for POS hardware/software and PAR products.
Resolve operational and technical issues quickly and efficiently.
Log and manage incidents using service management tools.
PAR Technology Corporation is a leader in restaurant technology, providing software and hardware solutions for over 100,000 restaurants in more than 110 countries. With over four decades of experience, the company fosters a culture of innovation and development from within.
Guide clients through ICHRA/HRA onboarding and resolve issues via phone, email, text, and chat.
Problem-solve setup issues with urgency and document best practices for ICHRA operations.
Partner with Customer Success and Sales to ensure a seamless client experience from implementation to ongoing support.
Vitable is a health benefits platform designed for underinsured and uninsured workers, enabling employers to offer real, high-quality healthcare. It's a small, passionate team moving fast with a culture of collaboration, high standards, and a deep sense of urgency.
Oversee day-to-day live chat support operations, ensuring seamless customer experience and efficient team performance.
Manage workforce scheduling, real-time queue operations, quality assurance, coaching, reporting, and process improvement.
Lead and mentor a team of 10+ chat agents, fostering a collaborative and inclusive environment.
Brand Momentum is a nationally integrated leader in Sales, Marketing, and Retail, headquartered in Toronto. As a three-time winner of Canada's Top 100 Best Workplaces and one of Canada's fastest-growing companies, we foster a fun culture and are committed to 'Goodness,' integrity, respect, empowerment, and sustainability.
Manage and maintain CRM platforms like MLOFLO daily, including campaign health, contact records, and lead routing.
Create professional marketing content using Canva or Adobe Express, and maintain social media calendars.
Deliver weekly and monthly reports on campaign performance and referral tracking.
A growing mortgage lending operation based in Plano, Texas, seeking a Virtual Assistant to manage their marketing technology stack and CRM platforms. They are a high-producing business focused on systems and output, working with a small team of two people.
Serve as the first point of contact for customer inquiries across email and chat, delivering fast, friendly, and on-brand responses.
Resolve order issues including shipping delays, returns, exchanges, and product concerns with empathy and urgency.
Maintain deep product knowledge across the full Fair Harbor assortment to confidently answer sizing, fit, and material questions.
Fair Harbor is a Certified B Corp brand that repurposes recycled bottles into sustainable, year-round essentials inspired by coastal living. The company has repurposed over 37 million recycled bottles and fosters a laid-back, environmentally conscious culture.
Answer new support tickets across live chat and email while maintaining a fast First Response Time.
Troubleshoot and resolve customer issues, escalate cases requiring other teams, and follow up on pending conversations.
Keep tickets correctly tagged, assigned, and updated, following existing support processes and quality standards.
Social Discovery Group (SDG) is a group of social discovery companies that solves problems of loneliness, isolation, and disconnection by transforming virtual intimacy into the new normal. Our international team of digital nomads works remotely from all over the world, and we are a two-time "Great Place to Work" winner (USA & Japan, 2024–2025) and a Top-5 Company for Work-From-Anywhere Jobs (FlexJobs, 2025).