field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

city

state

Sr ServiceNow Analyst, Corporate Applications (ITS Analyst Sr) CalOptima Join Us - Where Your Talent Meets Opportunity. We're Better Together The Team You'll Join We are a mission driven community-based organization that serves member health with excellence and dignity, respecting the value and needs of each person. If you are ready to advance your career while making a difference, we encourage you to review and apply today and help us build healthier communities for all. More About the Opportunity We are hoping you will join us as a Sr ServiceNow Analyst, Corporate Applications (ITS Analyst Sr) and help shape the future of healthcare where you'll be an integral part of our IT - Infrastructure team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. You will facilitate the development, coordination and integration of program related activities through vendor-supported corporate applications. You will also define system scope, objectives and business requirements to meet user needs. Included with that, you will assist business customers in making informed decisions regarding the development, configuration and functionality of various applications and provide technical consulting to end users on projects. Also, you will provide coordination and services relevant to key functions of software supported by the Information Technology (IT) department, which supports a variety of end users and software, usually provided by a third-party vendor. Lastly, you will contribute to the support and maintenance of assigned applications and serve as a technical point-of-contact. Together, we are building a stronger, more equitable health system. Your Contributions To the Team: 
<ul>
<li>70% - Program Support
<ul>
<li>Participates in a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.</li>
<li>Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals/priorities for the department.</li>
<li>Develops and maintains workflows, business rules, user interface policies, client scripts and integrations.</li>
<li>Optimizes existing and develops new service catalog offerings and associated flows with a focus on continual improvement and automation.</li>
<li>Supports the design of custom catalog items; works with business partners and the Service Catalog manager and application owner for implementation.</li>
<li>Configure ServiceNow modules such as ITSM, ITOM, ITAM, SPM or others as required.</li>
<li>Maintains an ongoing knowledge of the ServiceNow product, version upgrades, enhancements, new features, etc. </li>
</ul>
</li>
<li>25% - Technical Support
<ul>
<li>Processes core system configuration as well as day-to-day user requests and incidents.</li>
<li>Creates technical design, ServiceNow code and architecture and works with key business units to build solutions and processes, supporting maintenance, continual service improvement and new capabilities on the ServiceNow platform.</li>
<li>Provides technical guidance on existing workflows for streamlining and improved efficiency.</li>
<li>Provides production support to resolve problems with production processing. </li>
</ul>
</li>
<li>5% - Other
<ul>
<li>Completes other projects and duties as assigned.</li>
</ul>
</li>
</ul>
 Do You Have What the Role Requires? 
<ul>
<li>Bachelor's degree in information services or related field PLUS 5 years of direct experience as a ServiceNow admin or application owner required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying. </li>
<li>5 years of IT technical application support experience required. </li>
<li>5 years of computer hardware and/or software troubleshooting techniques and system support required.</li>
</ul>
 You'll Stand Out More If You Possess the Following: 
<ul>
<li>ServiceNow Certified Implementation Specialist. </li>
<li>ServiceNow Certified Application Developer. </li>
<li>Information Technology Infrastructure Library certification. </li>
</ul>
 What the Regulatory Agencies Need You to Possess? 
<ul>
<li>N/A</li>
</ul>
 Your Knowledge &amp; Abilities to Bring to this Role: 
<ul>
<li>Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. </li>
<li>Work independently and exercise sound judgment.</li>
<li>Communicate clearly and concisely, both orally and in writing.</li>
<li>Work a flexible schedule; available to participate in evening and weekend events.</li>
<li>Organize, be analytical, problem-solve and possess project management skills.</li>
<li>Work in a fast-paced environment and in an efficient manner.</li>
<li>Manage multiple projects and identify opportunities for internal and external collaboration.</li>
<li>Motivate and lead multi-program teams and external committees/coalitions.</li>
<li>Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment.</li>
</ul>
 Your Physical Requirements (With or Without Accommodations): 
<ul>
<li>Ability to visually read information from computer screens, forms and other printed materials and information.</li>
<li>Ability to speak (enunciate) clearly in conversation and general communication.</li>
<li>Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.</li>
<li>Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.</li>
<li>Lifting and moving objects, patients and/or equipment 10 to 25 pounds</li>
</ul>
 Ways We Are Here For You 
<ul>
<li>You'll enjoy competitive compensation for this role.
<ul>
<li>Our current hiring range is: Pay Grade: 314 - $99,902 - $159,843 ($48.03 - $76.8476). 
<ul>
<li>The base pay offered will take into account internal equity and also may vary depending on the candidate's job-related knowledge, skills, and experience among other factors. </li>
</ul>
</li>
</ul>
</li>
<li>This position is approved for Full Telework (**If the position is Telework, it is eligible in California only**) </li>
<li>A <a href="https://apptrkr.com/get_redirect.php?id=6635684&amp;targetURL=https://www.caloptima.org/en/careers#benefits" target="_blank">comprehensive benefits package</a> </li>
<li>CalPERS pension program and additional retirement packages. </li>
<li>Additional benefits and perks including:
<ul>
<li>A generous PTO program</li>
<li>A quality work life balance</li>
<li>Various wellness programs</li>
<li>Tuition Reimbursement</li>
<li>Professional development opportunities</li>
<li>Career development opportunities</li>
<li>Flexible scheduling</li>
<li>And the satisfaction of knowing your work directly impacts and improves healthcare access for thousands of individuals and families.</li>
</ul>
</li>
</ul>
 Our Work Environment: If located at the 500, 505 Building or a remote work location: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed.</li>
<li>There are no harmful environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate.</li>
</ul>
 If located at PACE: 
<ul>
<li>Work is typically indoors in a clinical setting serving the frail and elderly.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 If located in the Community: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. </li>
<li>Employee will occasionally work outdoors in varied temperatures.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 Why Join Us? We believe that diverse perspectives drive innovation. Each employee brings a unique perspective to the overall team and we value everyone's input and we are committed to creating an inclusive environment where you and every team member can thrive while making a meaningful impacts on our community members. Our team reflects and represents the communities we serve, and we welcome candidates from all backgrounds who share our commitment to accessible, quality healthcare. What's Your Next Step? All Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. Do NOT miss out. If you want to join our team, the deadline for the first review of applications is October 22, 2025 at 9:00 PM (PST). We are encouraging you to apply early. If you apply after the first review date, your application is not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. Our Commitment to You Your application and resume will be reviewed by a dedicated recruiter to this position. If your experience matches what we need, we will reach out to you to discuss the next steps. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. If you make it through the steps above and are selected for this exciting role, you will be required to undergo a reference and a background check (to include a conviction record) and if applicable also pass a drug screening and/or a post-offer pre-employment medical examination (for specific positions) If you are an Internal CalOptima Health applicant, please apply through the internal portal on InfoNet. We will make sure to keep you updated through each step of the process on your candidate portal. Please make sure to watch for updates on your candidate portal and you emails which will be sent to the email address you listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation at (714) 246-8400 if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. To apply, please visit: <a href="https://apptrkr.com/6635684" target="_blank">https://jobs.caloptima.org/jobs/sr-servicenow-analyst-corporate-applications-its-analyst-sr-505-city-parkway-west-california-united-states</a> Copyright 2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-59ee343dbcbd4147a2fd5b16aef95707

Sr ServiceNow Analyst, Corporate Applications (ITS Analyst Sr)

Manage the relationships of our high-level donors andprospects as part of a major gifts program.
The largest guide dog school in North America, Guide Dogs forthe Blind, is looking for an experienced fundraiser to join us as aSenior Philanthropic Gifts Officer. Serving as astrong advocate of our mission, you will manage a portfolio ofhigh-level donors and prospects for our major gifts program. Donorsand prospects reside mainly in California, with clusters of donorsscattered throughout the U.S. and Canada. This positionwill be based at our San Rafael, CA campus, with possible hybridwork opportunities. Travel is up to 50%.&nbsp;
What You’ll Love
<ul>
<li>We are a nonprofit, tax-exempt organization supported entirelyby private donations, so your expertise will be valued andrecognized</li>
<li>You’ll enjoy being part of our enthusiastic team of Developmentexperts as you brainstorm and discover new ways to attractdonors</li>
<li>You’ll feel personal pride in supporting our mission that meansso much to so many</li>
<li>This role offers autonomy and room for your ideas, bolstered bythe support of experts and specialists</li>
<li>You can bring your dog to work!</li>
</ul>
What You’ll Do:
<ul>
<li>Develop and manage identification, cultivation, solicitation,and stewardship strategies for individual donors and prospects</li>
<li>Qualify major donor prospects and develop specific strategiesfor each donor and prospect</li>
<li>Leverage board and other volunteer relationships and programleaders to maximize development opportunities, including designingand executing high-level solicitations</li>
<li>Practice best-in-class stewardship of donors in portfolio toincrease gift size, secure multi-year gifts, and maximizeretention</li>
<li>Utilize and update the donor database by recording activities,contacts, and strategies on an ongoing basis</li>
<li>With the help of the special events manager, create and executeintimate cultivation or donor-hosted fundraising events whennecessary</li>
<li>Track and report on overall major giving activity and results;develop and utilize tracking model; provide monthly and quarterlyincome forecasting</li>
</ul>

What You’ll Need:
<ul>
<li>10+ years of experience soliciting and successfully obtainingmajor gifts in the five- to seven-figure range</li>
<li>Strong track or performance record of attaining challengingannual fundraising goals</li>
<li>Bachelor’s degree desired</li>
<li>Working knowledge of fundraising or philanthropy guidelines,structure, and theory as well as principles of gift planning</li>
<li>Demonstrated experience using effective communication andinterpersonal skills, patience, active listening, diplomacy, andtact to build strong and engaging relationships with donors,volunteers, and all levels of staff</li>
<li>Willing and able to undertake overnight travel anywhere inNorth America up to 50% of the time</li>
<li>Current driver’s license and insurability at normal riskrates</li>
<li>Proficient in MS Office; working knowledge of SalesForce highlydesirable</li>
<li>Ability to perform basic administrative support duties andability to work proactively and function independently</li>
<li>Knowledge of and experience with people with disabilities oranimal issues is a plus</li>
</ul>

Guide Dogs for the Blind
At Guide Dogs for the Blind (GDB), we believe that everyonedeserves to move through the world safely and confidently – to livethe life they want to live. As the largest guide dog school inNorth America, we have graduated more than 16,000 guide dog teamsfrom across the U.S. and Canada since our founding in 1942. GDB notonly improves mobility for our clients, we further inclusion. Joinour team of more than 300 employees and share your passion for ourmission.
Apply
<a href="https://app.jobvite.com/j?cj=o4hfufwO&amp;s=Chronicle_of_Philanthropy" target="_blank">https://app.jobvite.com/j?cj=o4hfufwO&amp;s=Chronicle_of_Philanthropy</a>
At Guide Dogs for the Blind, we respect, value, and appreciateall differences. We welcome all qualified candidates irrespectiveof your race, color, religion, sex, gender identity or expression,sexual orientation, national origin, marital status, genetics,disability, age, or veteran status. Individuals with disabilities,especially those who are blind or visually impaired, are encouragedto apply.&nbsp; If you have a disability and need assistance and/oraccommodation with applying for a job, please feel free to contactour Human Resources department.
Pay Range
$166,000-$184,000/year

Senior Philanthropic Gift Officer

<h3>Job Description</h3>
Job Description???? Join Our Mission-Driven Team as a Client Success Specialist ????Location: Remote or Onsite (Farmington Hills, MI or applicable remote locations) Employment Type: Full-Time Department: Client Services
???? About the Role
At GreenPath, we believe in empowering people to lead financially healthy lives. As a Client Success Specialist (CSS), you’ll be the heart of our mission—supporting clients enrolled in our Debt Management Program and helping them achieve their financial goals. If you're eager to grow your financial knowledge - like learning how to calculate percentages, understand credit reporting, and review real-life financial documents - this role is for you.You’ll thrive in a swift, multi-channel call center environment where empathy, innovation, and teamwork are key. If you’re passionate about delivering exceptional service and making a real difference, we want to hear from you!
???? Video - Meet The Hiring Team: Linda, Leslie, &amp; Tiffany
???? What You’ll Do
<ul>
<li>Provide top-tier support via phone, chat, and email to clients on our Debt Management Program.</li>
<li>Manage proposals, payments, deposits, and creditor communications.</li>
<li>Proactively review client accounts to identify and resolve issues.</li>
<li>Encourage and motivate clients throughout their financial journey.</li>
<li>Maintain accurate records and ensure compliance with state regulations.</li>
<li>Collaborate across departments to ensure a seamless client experience.</li>
</ul>
???? What You Bring
<ul>
<li>2–3 years of customer service experience (call center preferred).</li>
<li>Associate’s degree preferred; Bachelor’s degree may substitute for experience.</li>
<li>A strong sense of professionalism is essential when supporting clients through sensitive financial situations.</li>
<li>Strong communication skills—empathetic, professional, and clear.</li>
<li>Comfort with numbers and basic financial calculations, including reviewing credit card statements, due dates, and payment schedules.</li>
<li>Tech-savvy with experience in Windows-based systems and CRM tools.</li>
<li>Bilingual (English/Spanish) a plus!</li>
</ul>
???? Why GreenPath?
<ul>
<li>A mission-driven culture rooted in Integrity, Quality, and Teamwork.</li>
<li>Opportunities for growth and development.</li>
<li>A supportive, inclusive, and collaborative work environment.</li>
<li>Competitive compensation and benefits.</li>
</ul>
???? Additional Details
<ul>
<li>Monday - Friday work schedule</li>
<li>
We are hiring for both Central Standard Time (CST) and Eastern Standard Time (EST) schedules.
<ul>
<li>CST: Monday–Friday, 9:00 AM–6:00 PM, with one late shift per week from 10:00 AM–7:00 PM.</li>
<li>EST: Monday–Friday, 9:00 AM–6:00 PM, with one late shift per week from 11:00 AM–8:00 PM.</li>
</ul>
</li>
</ul>
<ul>
<li>Must be comfortable working in a structured, performance-driven environment.</li>
</ul>
???? Ready to Help People Thrive Financially?
Apply today and become part of a team that’s transforming lives—one client at a time.
 
GreenPath, Inc. reserves the right to change this description at any time. GreenPath, Inc. practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual's race, color, national origin, religion, age, gender, gender identity, protected disability, marital status, familial status, veteran status, height, weight or citizenship.
 We are hiring for both Central Standard Time (CST) and Eastern Standard Time (EST) schedules. CST: Monday–Friday, 9:00 AM–6:00 PM, with one late shift per week from 10:00 AM–7:00 PM. EST: Monday–Friday, 9:00 AM–6:00 PM, with one late shift per week from 11:00 AM–8:00 PM.

Client Success Specialist

<h3>Job Description</h3>
Job DescriptionSalary: $72,000 - $83,000 
Were looking for a tech-savvy, relationship-driven Client Success Specialist to join our team. This role is all about growing and deepening partnerships with our strategic clients. Youll be the primary point of contact, helping clients achieve their goals, identifying new opportunities, and showcasing the impact of our solutions. You are measured on expansion revenue of your client portfolio and responsible for customer churn.
 
Who You Are
<ul>
<li>Morally anchored</li>
<li>FIDO Figure It the DSQ Out a.k.a Creative, Resilient, Doggedness</li>
<li>Optimistic</li>
<li>Technologically inclined</li>
<li>Strategic</li>
<li>Confident communicator who can simplify complex data in a relatable way for clients.</li>
<li>Customer-focused mindset with the ability to manage multiple client priorities with accuracy, poise, and attention to detail.</li>
</ul>
What Youll Do
<ul>
<li>Build and nurture strong, long-lasting partnerships.</li>
<li>Help the customer grow, which will grow us.</li>
<li>Proactively showcase the customers success in achieving their goals</li>
</ul>
 
Why Join Us
Youll be the face of our company to our clients and directly driving revenue growth. If you love building relationships, uncovering new opportunities, and turning client wins into compelling success stories, this is your chance to make a measurable impact.
If youre driven, people-focused, and excited about growing your sales career, DSQ is where you can make an impact right away. We believe in promoting from within, so your next big move in sales is already on the horizon.
 
Company Overview
At DSQ Technology LLC, our vision is a world where business leaders can confidently make informed decisions using real time data. Right now, we want to help you make an informed decision about what it is like for you to work at DSQ.
We are a small and growing business, so your impact can be limitless. If you are tired of being just a number, come be heard and involved at DSQ.
Our team consists of problem solvers who bring solutions to better serve our clients in achieving their goals. We hire critical thinkers who look at challenges as opportunities and actively tackle obstacles.
DSQ offers three primary products, Pioneer, Hauler, and Discovery. Our mission is to make waste &amp; recycling easy to manage for managers and brokers. Our products unlock the data lost in invoices, contracts, sensors, and other data sources. This information is used to empower people and businesses to make ideal operational decisions in real time.
 
Benefits and Perks
Medical/Dental/Vision, Flexible Spending Accounts, Company Paid Life &amp; Disability Insurance, Voluntary Life Insurance, 401k with Company Match, Tuition Reimbursement, Maternity Leave, Paid Holidays, Vacation, Sick Leave, Voting Leave, Company-Sponsored Events, Company Paid Parking if located in Pittsburgh, PA

<h3>Job Description</h3>
Job DescriptionSalary: $15 + Commission 
We are seeking a motivated Sales Closer for our Wellness Services and Memberships. This is a base salary and commission-based position with the potential to earn significantly while enjoying a fun and dynamic work environment.
 Responsibilities
<ul>
<li>Call each client prior to their visit to review their wellness budget, get debrief of their needs, align solutions and prepare order sheets/notes for the Team (RNs)</li>
<li>Sell products and services to maximize revenue opportunities.</li>
<li>Transform prospective clients into brand loyalists by engaging with a broad range of potential customers.</li>
<li>Leverage top-notch training resources to master the art of selling and represent Tribes ethos effectively.</li>
<li>Operate with no cap on commission, providing limitless earning potential.</li>
<li>Utilize systems, including access to a CRM designed for phone sales, to ensure success in conversions</li>
</ul>
Requirements
<ul>
<li>Knowledge, background, or raw passion for health and wellness.</li>
<li>Experience in sales is an advantage, but a willingness to learn is essential.</li>
<li>Self-starter motivated by growth opportunities and the drive to excel in sales.</li>
<li>Excellent command of the English language, both verbal and written, with strong communication skills.</li>
<li>Willingness to do what it takes to make our goals</li>
<li>Ability to work 40 hours per week, including weekend events</li>
</ul>
Benefits
<ul>
<li>Gym membership at Gauntlet Gym with 2 weekly group workouts, ideally with the prime team</li>
<li>Membership sales Commission on the first months revenue</li>
<li>Access to a battle-tested tool kit for sales consultants, including a CRM built for phone sales.</li>
</ul>
Compensation
<ul>
<li>6 Paid vacation days (.5 Day accrued monthly)</li>
<li>Starting $15 hr (2 months, then eligible for $4 increase)</li>
<li>Monthly Commission 15% of NEW first month membership sales (Team sales goal for incentive eligibility: 20)</li>
</ul>

<h3>Job Description</h3>
Job DescriptionIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is where you need to be! ***Searching for someone that has experience gathering client reviews face-to-face, client testimonies, and going after referrals.*** The Client Success Specialist position fosters client and prospect relationships through the collection of testimonials, feedback, referrals and reviews! This person will drive engagement, receive quality leads, and qualify opportunities. This is achieved through different funnels of interaction while maintaining a sharp in-person and phone presence. They will also have excellent listening skills and the ability to build a rapport with our prospects and clients. ***If you have extensive experience in the Financial industry, retirement investment experience and looking for a unique role within this industry then this role might be the perfect match for you!*** Please join us today by applying! Offering all-in potential from $45,000 to $65,000 annually. We offer salary plus commissions plus bonuses.&nbsp;
Objectives and Responsibilities
<ul>
<li>Build relationships with prospects and clients</li>
<li>Perform quality control surveys</li>
<li>Collect client experience testimonials</li>
<li>Gather referral opportunities to expand our reach in the community</li>
<li>Coordinate and follow up on each client referral</li>
<li>Receive incoming client service calls in a friendly manner</li>
<li>Input and update notes into CRM and data trackers</li>
<li>Maintain professional communication with clients and staff</li>
<li>Assist with CRM updates of prospects information including entering notes, creating contacts, running reports, communicating via phone, text message, and email</li>
<li>Assisting in the preparation of the marketing events including contacting and prequalifying all potential clients and attending the events</li>
<li>Attend marketing/educational events</li>
<li>Pursue ongoing education to enhance industry relevant knowledge</li>
<li>Other duties as assigned, which may be subject to change based on the needs of the organization</li>
</ul>
Experience
<ul>
<li>1+ years of experience in a client facing role</li>
<li>Experience in a lead generation role (preferred)</li>
<li>Financial industry experience and knowledge (preferred)</li>
<li>Excellent interpersonal skills with the ability to establish rapport and trust with clients</li>
<li>Strong phone presence&nbsp;</li>
<li>Bilingual in English and Spanish with strong verbal and written communication skills in both languages</li>
<li>Must be a go-getter, team-player, and hungry for knowledge and growth!</li>
<li>Tech-savvy with the ability and willingness to learn new systems, softwares and processes</li>
</ul>
Benefits&nbsp;
<ul>
<li>Base salary plus uncapped commission structure</li>
<li>Performance bonuses and team incentives</li>
<li>Referral bonuses for business development</li>
<li>401(k) with company matching</li>
<li>Health insurance reimbursement program</li>
<li>20+ PTO days combined (PTO, sick, floating holidays, paid holidays and birthday PTO)</li>
<li>Sponsored industry training and conference attendance</li>
<li>Access to personal financial planning services</li>
<li>Bonus compensation for industry certifications and licenses</li>
<li>Ongoing education and skill development opportunities</li>
<li>Career advancement within a growing, established firm</li>
</ul>
 Ready to bring your financial expertise to a role where experience matters?
Join a team that values your professional background and offers the opportunity to make a meaningful impact on clients' financial futures while building your own career growth.
Apply today to learn more about this unique opportunity!
About Guerra Wealth Advisors
Guerra Wealth Advisors is a leading Retirement Planning Firm with over 30+ years of experience, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. Our vision is to become the most trusted and reputable firm in the country.
Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company’s goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.
Powered by JazzHR
eqJuxSBnX2

<h3>Job Description</h3>
Job Description
Job Summary/Objective &nbsp;
Client Success Specialist play a crucial role in the maintenance and enhancement of client relationships. They act as the primary point of contact for clients, addressing inquiries, providing product or service information, and resolving any emerging problems with accuracy and efficiency. Their role is multilayered, requiring a balance of communication skills, product knowledge, and problem-solving abilities to ensure clients receive outstanding service and support. They work with users over the phone, email or a chat system and will help them with issues.
As a Client Success Specialist you will perform document triage, scan and upload documents, perform data verification and data entry functions, run reports, mitigate issues, and frequently review business rules. Client Success Specialist will communicate directly with clients, primarily through email and phone, and work closely with our internal teams around the globe.&nbsp; We focus on collaboration, ability to adapt to client needs, listen and provide awesome support external and internal.
Key Responsibilities &nbsp;
<ul>
<li>
Adheres to clients’ Business Rules, SOPs and PMDA requirements for assigned tasks
</li>
<li>
Maintains working knowledge of products and/or services
</li>
<li>
Answers incoming customer telephone calls in a courteous and professional manner
</li>
<li>
Researches and resolves customer inquiries
</li>
<li>
Effectively communicates customer issues and concerns to all applicable internal staff members
</li>
<li>
Acting as the first point of contact for client inquiries, concerns, and requests, ensuring a prompt and reliable response
</li>
<li>
Building and nurturing strong relationships with clients to understand their needs and ensure their satisfaction
</li>
<li>
Resolving client issues and complaints with a solutions-oriented approach, aiming to maintain and improve client trust
</li>
<li>
Collaborating with cross-functional teams to address client needs and coordinate service delivery
</li>
<li>
Tracking and managing client accounts, keeping accurate records of client interactions, transactions, and feedback
</li>
<li>
Examine documents submitted by field representatives and HCPs; verify data; prepare for scanning and upload
</li>
<li>
Monitor and keep client’s inbox organized and tidy; respond to queries with appropriate client email address and email signature
</li>
<li>
Performing data entry functions that include but are not limited to hand entering or using an optical character recognition (OCR) program for business documents and forms requiring entry into the internal systems. They will be responsible for performing data entry, visual review of forms for errors and mitigation and maintaining accurate batch control records.
</li>
<li>
Ensure data entry accuracy of sample request forms, packing slips, follow-up letters and signature audits
</li>
<li>
Must maintain an acceptable keying speed and accuracy for data entry
</li>
<li>
Must be cross trained on all clients and be willing to perform back-up responsibilities
</li>
<li>
Must have the ability to toggle between applications simultaneously
</li>
<li>
Strong ability to multitask; manage multiple projects effectively, handle distractions well, adaptable to new responsibilities
</li>
<li>
Employs effective oral and written communication skills to ensure appropriate error mitigation communication
</li>
<li>
Utilizes organizational skills to prioritize deliverables to accomplish work in established timeframes.
</li>
<li>
Demonstrates strong teamwork skills to ensure that processes, procedures, and best practices are consistent with company culture
</li>
<li>
Proactively identifying innovative ways to accomplish tasks and driving toward process efficiencies.
</li>
<li>
Collaborate with Client Success Analyst
</li>
<li>
Communicate with Operations Manager to avoid workflow issues
</li>
<li>
Serve as the primary point of contact for patients navigating prescription fulfillment.
</li>
<li>
Track and follow up on pending prescriptions to reduce drop-off rates.
</li>
<li>
Maintain accurate records in CRM and patient management systems.
</li>
<li>
Identify and escalate barriers to conversion (e.g., prior authorizations, cost concerns).
</li>
<li>
Proactively reach out to patients with new prescriptions to initiate the conversion process.
</li>
<li>
Monitor conversion metrics and identify opportunities for improvement.
</li>
<li>
Support inbound inquiries related to prescription status and treatment onboarding.
</li>
</ul>
Qualifications /Skills
<ul>
<li>
High School diploma or equivalent is preferred.
</li>
<li>
Two to three years of clerical experience in a business environment.
</li>
<li>
Two to three years of customer-facing role experience, preferably handling customer service.
</li>
<li>
Pharmaceutical industry experience preferred.
</li>
<li>
Proficiency in using Microsoft Office, particularly Word, Excel and Outlook.
</li>
<li>
Experience with web-based applications.
</li>
<li>
Professional verbal and written communication skills including grammar, spelling, punctuation, etc.
</li>
<li>
Friendly and empathetic demeanor.
</li>
<li>
Strong interpersonal skills and professional presentation.
</li>
<li>
Strong organizational and prioritization skills.
</li>
<li>
Ability to adapt to changing situations.
</li>
<li>
Strong follow-through on projects and duties.
</li>
<li>
Aptitude to prioritize and plan work activities and use time efficiently.
</li>
<li>
Ability to deal with frequent change, delays or unexpected events and capability to adapt to changes in the work environment and manage competing demands.
</li>
<li>
Strong observation skills with the ability to pay close attention to details.
</li>
<li>
Reliable attendance and punctuality a must. &nbsp;
Salary Range: $35,000 – $45,000 annually, depending on experience and qualifications. Benefits Overview:
</li>
<li>Medical, dental, and vision insurance</li>
<li>401(k) retirement plan with employer match</li>
<li>Paid time off (vacation, sick leave, holidays)</li>
<li>Parental leave</li>
</ul>
Medvantx is an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related conditions), sexual orientation, gender identity, gender expression, age, veteran or disability status, or other protected characteristics.&nbsp;
Powered by JazzHR
HxVSRIezTZ

16,563 client-success-specialist Jobs