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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 DescriptionA Quick Story…
A daughter living in California calls our office. Her dad—an 82-year-old retired engineer—is being discharged home tomorrow. She’s overwhelmed, emotional, and unsure what to do next.
On the other end of the phone, you pick up.
Your calm voice steadies her. Your confidence reassures her. Your scheduling skill puts an Intake nurse, preceptor and caregiver in place within hours.
And when she sighs with relief and says, “Thank you. I can breathe now,” —you feel the impact of your work.
That’s what we mean by Client Success Specialist.
At IHCI, you don’t just create schedules. You create peace of mind.
Do you thrive in a fast-paced environment where people depend on you to keep things running smoothly? Do you value compassion, professionalism, and serving families with excellence?
At In-Home Caregivers of Illinois, we help seniors age safely at home with nurse-practitioner-led support. We’re growing—and we’re hiring a Client Success Specialist who will be the steady, organized, compassionate “heartbeat” of our office.
What You’ll Do
This role is perfect for someone who loves coordinating, communicating, and helping families feel supported.
Your responsibilities will include:
<ul>
<li>
Managing caregiver schedules with accuracy and urgency
</li>
<li>
Filling open shifts and responding to same-day changes
</li>
<li>
Communicating clearly with caregivers and client families
</li>
<li>
Providing a warm, professional customer experience
</li>
<li>
Supporting long-distance family caregivers with updates
</li>
<li>
Collaborating with our nursing team for safe care delivery
</li>
<li>
Maintaining notes, schedules, and documentation in our system
</li>
</ul>
You are the connector—the person who ensures clients never feel forgotten, and caregivers always know where they need to be.
What We’re Looking For
You’re a great fit if you are:
<ul>
<li>
Strong in communication (warm + professional)
</li>
<li>
Organized and able to multitask
</li>
<li>
Emotionally steady under pressure
</li>
<li>
Detail-oriented and reliable
</li>
<li>
Compassionate with a heart for seniors
</li>
<li>
Skilled at coordinating people and schedules
</li>
</ul>
 Experience in home care, healthcare, staffing, or customer service is a plus.
Why Work With Us
<ul>
<li>
Purpose-driven, nurse-led organization
</li>
<li>
Supportive environment that honors your growth
</li>
<li>
Stable work with meaningful impact
</li>
<li>
Leadership that values integrity, compassion, and excellence
</li>
<li>
You directly influence how families experience safety and peace
</li>
<li>
PTO, life insurance, retirement accounts and more...
</li>
</ul>
 
Apply Today
If you’re ready to bring your gifts, your professionalism, and your heart for serving families, we’d love to meet you.

Client Success Specialist

<h3>Job Description</h3>
Job DescriptionMeet Guerra Wealth Advisors
At Guerra Wealth Advisors, we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world-class financial expertise with a deeply personal touch.
We don’t just advise — we educate, empower, and guide families toward financial confidence. Every conversation, every meeting, and every event reflects our core values of trust, integrity, and impact.
If you’re seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is where you need to be.
 Role:
The Client Success Specialist at Guerra Wealth Advisors plays a vital role in strengthening relationships with our clients and prospects. This isn’t a call center role — it’s a relationship-driven position focused on building trust, gathering meaningful feedback, and generating referrals that help more families secure their financial future.
You’ll serve as a friendly, professional connection point between our clients and our advisory team — collecting testimonials, reviews, and referrals while ensuring each client interaction reflects the Guerra standard of excellence. Through in-person meetings, phone conversations, and event engagement, you’ll help our firm continue to grow through the power of authentic relationships.
If you have experience in the financial industry, particularly in retirement planning or investments, and you’re looking for a unique opportunity to combine your client service skills with meaningful impact, this may be the perfect fit for you.
 Responsibilities:
<ul>
<li>
Build relationships with prospects and clients through professional, genuine communication.
</li>
<li>
Conduct client experience surveys and quality assurance follow-ups.
</li>
<li>
Collect testimonials, feedback, and reviews that showcase the Guerra client experience.
</li>
<li>
Handle incoming client service calls with warmth, empathy, and efficiency.
</li>
<li>
Proactively identify and pursue referral opportunities from satisfied clients.
</li>
<li>
Coordinate and follow up on each referral to ensure timely outreach and engagement.
</li>
<li>
Support marketing and educational events through pre-qualification calls and attendance.
</li>
<li>
Represent Guerra Wealth Advisors at client events with professionalism and enthusiasm.
</li>
<li>
Maintain accurate and detailed notes in the CRM system.
</li>
<li>
Update client and prospect records, run reports, and support data tracking initiatives.
</li>
<li>
Assist with marketing event preparation and prospect communication via phone, text, and email.
</li>
<li>
Participate in ongoing education and industry training to enhance your knowledge and contribution.
</li>
<li>
Perform other duties as needed to support the firm’s client engagement strategy.
</li>
</ul>
 Requirements:
<ul>
<li>
1+ years of experience in a client-facing role.
</li>
<li>
Experience in lead generation or referral-based roles (preferred).
</li>
<li>
Financial industry or retirement investment experience (preferred).
</li>
<li>
Excellent interpersonal skills with a natural ability to establish rapport and trust.
</li>
<li>
Strong phone presence and confident communication style.
</li>
<li>
Bilingual in English and Spanish (verbal and written) strongly preferred.
</li>
<li>
Tech-savvy with the ability to quickly learn new systems and software.
</li>
<li>
Positive attitude, team-player mindset, and a passion for personal growth.
</li>
<li>
Self-motivated, organized, and driven to exceed expectations.
</li>
</ul>
 What We Are Expecting:
<ul>
<li>
Authentic, lasting relationships that strengthen client trust and satisfaction.
</li>
<li>
A consistent flow of client testimonials, reviews, and referrals.
</li>
<li>
Organized CRM documentation and data accuracy.
</li>
<li>
Visible contribution to firm growth through enhanced client engagement and referral activity.
</li>
<li>
Strong collaboration with advisory, marketing, and leadership teams.
</li>
</ul>
 Schedule:
<ul>
<li>
Full-time, Hybrid role based in Miami, FL (combination of remote and in-office work).
</li>
<li>
Standard weekday schedule, with occasional evening events as assigned.
</li>
</ul>
 Compensation:
$45,000–$65,000 Annually (Base Salary + Commissions + Performance Bonuses) Includes uncapped commission and incentive opportunities based on engagement and referral success.
 Benefits:
<ul>
<li>
Base salary plus uncapped commission and performance bonuses
</li>
<li>
Referral and business development bonuses
</li>
<li>
401(k) with company match
</li>
<li>
Health/Dental/Vision&nbsp;Plans offered
</li>
<li>
20+ combined PTO days (vacation, sick, floating holidays, birthday PTO)
</li>
<li>
Sponsored industry training and conference attendance
</li>
<li>
Access to personal financial planning services
</li>
<li>
Bonus compensation for certifications and licenses (Guerra Growth Lab)
</li>
<li>
Career advancement within a growing, established firm
</li>
<li>
Culture of continuous learning and professional growth
</li>
</ul>
 Guerra Core Values
These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values — they’ll live them daily.
<ul>
<li>
Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft.
</li>
<li>
Your Words Matter: Speak with clarity and intent. Every word builds trust — or breaks it.
</li>
<li>
All for One, One for All: We win together. No egos, no silos — just teamwork and shared accountability.
</li>
<li>
Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done.
</li>
<li>
Do the Right Thing: Integrity first, always. Choose what’s right over what’s easy — even when no one’s watching.
</li>
</ul>
If you’re ready to bring your financial expertise and relationship skills to a firm where experience truly matters, this is your opportunity to make a meaningful impact — for your clients, your career, and your future.
Apply today and help us continue redefining client success at Guerra Wealth Advisors.
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<h3>Job Description</h3>
Job Description
Job Description
Position Summary The Client Success Specialist serves as the primary point of contact for property owners and stakeholders who rely on our ISP, VoIP, CCTV, and Access Control services. This role ensures high-quality customer experience by providing responsive support, clear communication, and efficient issue resolution. The ideal candidate is technically inclined, detail-oriented, and passionate about delivering exceptional service.
Key Responsibilities:
Customer Support &amp; Communication
<ul>
<li>Collaborate directly with assigned client teams and third-party technology vendors to:
<ul>
<li>Gather detailed integration requirements and document specifications.</li>
<li>Understand client systems, workflows, and operational environments related to integrations.</li>
<li>Translate client business needs into clear and actionable technical requirements for internal teams.</li>
</ul>
</li>
<li>Facilitate communication between clients, vendors, and internal stakeholders to:
<ul>
<li>Provide status updates, manage expectations, and escalate issues as necessary.</li>
<li>Assist clients in navigating integration onboarding and issue resolution processes.</li>
</ul>
</li>
<li>Maintain and enhance existing integrations, ensuring continued performance and alignment with client needs.</li>
<li>Contribute to process improvements related to integration lifecycle management.</li>
<li>Respond to service inquiries from owners via phone, email, and ticketing systems with professionalism and urgency.</li>
<li>Manage inbound and outbound communications to ensure clients are updated throughout the service process.</li>
<li>Maintain a customer-first mindset, ensuring all interactions are handled with empathy and ownership.</li>
</ul>
Technical Assistance &amp; Issue Resolution
<ul>
<li>Troubleshoot basic issues related to ISP connectivity, VoIP services, CCTV systems, and Access Control devices.</li>
<li>Gather detailed information to escalate technical issues to the appropriate internal teams when needed.</li>
<li>Coordinate service appointments, technician dispatches, and follow-ups until resolution.</li>
<li>Document all reported issues, resolutions, and customer notes with accuracy and clarity.</li>
</ul>
Service Coordination
<ul>
<li>Assist in onboarding new owners to our services, including explaining features, setup requirements, and expectations.</li>
<li>Work cross-functionally with technical teams, field technicians, and management to ensure timely service delivery.</li>
<li>Monitor service queues and ensure service-level agreements (SLAs) are met.</li>
</ul>
Customer Experience &amp; Quality Assurance
<ul>
<li>Identify patterns in customer concerns and communicate opportunities for improvements to management.</li>
<li>Contribute to process enhancements that improve service efficiency and client satisfaction.</li>
<li>Maintain up-to-date knowledge of all company services, equipment, and system updates.</li>
</ul>
Qualifications:
Required
<ul>
<li>Experience in previous sales support role.</li>
<li>Project management support role experience.</li>
<li>Resilient and proactive communication and coordination with our clients.</li>
<li>Clear and precise interpersonal skills, including the ability to build positive relationships, collaborate effectively with diverse teams, and communicate clearly with stakeholders.”</li>
<li>Strong customer service skills with the ability to communicate clearly and professionally.</li>
<li>Basic technical understanding of Internet services, VoIP systems, CCTV camera setups, or access control equipment (training provided).</li>
<li>Ability to multitask, prioritize, and remain calm in fast-paced environments.</li>
<li>High attention to detail and strong problem-solving skills.</li>
</ul>
Preferred
<ul>
<li>Previous experience in telecom, IT, property technology, or security systems. (training provided)</li>
<li>Familiarity with general 3rd party software and the ability to learn it quickly.</li>
</ul>
Job Type: Full-time, On-site, No hybrid or remote available.
Pay: $75,000 to $85,000 annually DOE.
Expected hours: 40 to 45 hours per week.
Benefits:
<ul>
<li>Dental insurance</li>
<li>Health insurance</li>
<li>Vision insurance</li>
</ul>
Experience level:
<ul>
<li>2+ years</li>
</ul>
Ability to commute/relocate:
<ul>
<li>Lutz, FL 33548: Reliably commute or planning to relocate before starting work (Required)</li>
</ul>

<h3>Job Description</h3>
Job DescriptionAbout Reunion Marketing
Reunion Marketing is a dynamic and forward-thinking agency specializing in digital marketing for the Home Services industry. We drive success through data-driven strategies and innovative campaign management. 
Are you energized by fast-paced work, passionate about digital growth, and thrive when influencing outcomes? At Reunion Marketing, we're looking for a results-driven, persuasive strategist and communicator to lead the charge on client ad performance through dynamic paid search and social strategies. Why You'll Love Working Here • Learn and Grow: Get hands-on experience across SEO, Google Ads, and local marketing tools with coaching and professional development. • Own Your Work: Manage your own client portfolio with guidance from experienced digital strategists. • Team Collaboration: Partner closely with SEO, Paid Ads, and Web teams that genuinely enjoy solving problems together. • Flexibility: Work remotely from anywhere in the U.S. with a team that values balance and trust. • Performance Recognition: Your results are noticed and rewarded through clear goals and supportive leadership. What You'll Do As a Client Success Specialist you'll be the main point of contact for clients—helping them understand campaign results, coordinating projects, and making sure their digital marketing delivers measurable results. Key Responsibilities • Welcome and onboard new clients, setting expectations and project timelines. • Build and maintain strong client relationships through regular calls and updates. • Translate performance data into simple, actionable insights. • Collaborate with SEO, Paid Ads, and Web teams to implement marketing strategies. • Help manage Google Business Profile and Local Services Ads accounts. • Support website updates and approvals for client campaigns. • Participate in team discussions to improve client experience and internal processes. You'll Succeed Here If You… • Enjoy connecting with people and helping them understand complex ideas. • Take initiative and can organize your work independently. • Thrive in a flexible, fast-paced, and collaborative environment. • Are curious about digital marketing and eager to learn more each day. • Appreciate a team culture that's kind, accountable, and open to ideas. What You Bring • 1–3 years of experience in client service, account management, or digital marketing. • Basic knowledge of SEO, Google Ads, or websites (we'll teach you the rest). • Excellent written and verbal communication skills. • Strong time-management and follow-up skills. • Bonus: Experience working with home services or small business clients. Compensation &amp; Benefits • Base Salary: $65,000–$85,000 (depending on experience) • Quarterly Bonuses: Based on client satisfaction and retention • Remote Work: Flexible schedule and location • Career Growth: Defined Career Growth Path • Benefits: Health insurance, paid time off, and development resources

<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;
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<h3>Job Description</h3>
Job DescriptionMeet Guerra Wealth Advisors
At Guerra Wealth Advisors, we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world-class financial expertise with a deeply personal touch.
We don’t just advise — we educate, empower, and guide families toward financial confidence. Every conversation, every meeting, and every event reflects our core values of trust, integrity, and impact.
If you’re seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is where you need to be.
 Role:
The Client Success Specialist at Guerra Wealth Advisors plays a vital role in strengthening relationships with our clients and prospects. This isn’t a call center role — it’s a relationship-driven position focused on building trust, gathering meaningful feedback, and generating referrals that help more families secure their financial future.
You’ll serve as a friendly, professional connection point between our clients and our advisory team — collecting testimonials, reviews, and referrals while ensuring each client interaction reflects the Guerra standard of excellence. Through in-person meetings, phone conversations, and event engagement, you’ll help our firm continue to grow through the power of authentic relationships.
If you have experience in the financial industry, particularly in retirement planning or investments, and you’re looking for a unique opportunity to combine your client service skills with meaningful impact, this may be the perfect fit for you.
 Responsibilities:
<ul>
<li>
Build relationships with prospects and clients through professional, genuine communication.
</li>
<li>
Conduct client experience surveys and quality assurance follow-ups.
</li>
<li>
Collect testimonials, feedback, and reviews that showcase the Guerra client experience.
</li>
<li>
Handle incoming client service calls with warmth, empathy, and efficiency.
</li>
<li>
Proactively identify and pursue referral opportunities from satisfied clients.
</li>
<li>
Coordinate and follow up on each referral to ensure timely outreach and engagement.
</li>
<li>
Support marketing and educational events through pre-qualification calls and attendance.
</li>
<li>
Represent Guerra Wealth Advisors at client events with professionalism and enthusiasm.
</li>
<li>
Maintain accurate and detailed notes in the CRM system.
</li>
<li>
Update client and prospect records, run reports, and support data tracking initiatives.
</li>
<li>
Assist with marketing event preparation and prospect communication via phone, text, and email.
</li>
<li>
Participate in ongoing education and industry training to enhance your knowledge and contribution.
</li>
<li>
Perform other duties as needed to support the firm’s client engagement strategy.
</li>
</ul>
 Requirements:
<ul>
<li>
1+ years of experience in a client-facing role.
</li>
<li>
Experience in lead generation or referral-based roles (preferred).
</li>
<li>
Financial industry or retirement investment experience (preferred).
</li>
<li>
Excellent interpersonal skills with a natural ability to establish rapport and trust.
</li>
<li>
Strong phone presence and confident communication style.
</li>
<li>
Bilingual in English and Spanish (verbal and written) strongly preferred.
</li>
<li>
Tech-savvy with the ability to quickly learn new systems and software.
</li>
<li>
Positive attitude, team-player mindset, and a passion for personal growth.
</li>
<li>
Self-motivated, organized, and driven to exceed expectations.
</li>
</ul>
 What We Are Expecting:
<ul>
<li>
Authentic, lasting relationships that strengthen client trust and satisfaction.
</li>
<li>
A consistent flow of client testimonials, reviews, and referrals.
</li>
<li>
Organized CRM documentation and data accuracy.
</li>
<li>
Visible contribution to firm growth through enhanced client engagement and referral activity.
</li>
<li>
Strong collaboration with advisory, marketing, and leadership teams.
</li>
</ul>
 Schedule:
<ul>
<li>
Full-time, Hybrid role based in Miami, FL (combination of remote and in-office work).
</li>
<li>
Standard weekday schedule, with occasional evening events as assigned.
</li>
</ul>
 Compensation:
$45,000–$65,000 Annually (Base Salary + Commissions + Performance Bonuses) Includes uncapped commission and incentive opportunities based on engagement and referral success.
 Benefits:
<ul>
<li>
Base salary plus uncapped commission and performance bonuses
</li>
<li>
Referral and business development bonuses
</li>
<li>
401(k) with company match
</li>
<li>
Health insurance reimbursement program
</li>
<li>
20+ combined PTO days (vacation, sick, floating holidays, birthday PTO)
</li>
<li>
Sponsored industry training and conference attendance
</li>
<li>
Access to personal financial planning services
</li>
<li>
Bonus compensation for certifications and licenses (Guerra Growth Lab)
</li>
<li>
Career advancement within a growing, established firm
</li>
<li>
Culture of continuous learning and professional growth
</li>
</ul>
 Guerra Core Values
These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values — they’ll live them daily.
<ul>
<li>
Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft.
</li>
<li>
Your Words Matter: Speak with clarity and intent. Every word builds trust — or breaks it.
</li>
<li>
All for One, One for All: We win together. No egos, no silos — just teamwork and shared accountability.
</li>
<li>
Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done.
</li>
<li>
Do the Right Thing: Integrity first, always. Choose what’s right over what’s easy — even when no one’s watching.
</li>
</ul>
If you’re ready to bring your financial expertise and relationship skills to a firm where experience truly matters, this is your opportunity to make a meaningful impact — for your clients, your career, and your future.
Apply today and help us continue redefining client success at Guerra Wealth Advisors.
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<h3>Job Description</h3>
Job Description
POSITION OVERVIEW
Leading EDJE is seeking a tech-savvy, relationship-driven Client Success Specialist to partner directly with our Chief Strategy Officer (CSO). This is not your typical administrative role — it's a front-row seat to strategic growth. You'll serve as the CSO's right hand, keeping operations running smoothly, engaging with clients, and collaborating with teams across the company.
We're looking for someone who thrives in a fast-paced, high-energy, team-first culture, has a strong grasp of technology and B2B sales, and can seamlessly blend organization with action. If you enjoy being client-facing, adding value in meetings, and ensuring execution with precision and follow-through, this could be the perfect career move for you.
This full-time, salaried position offers flexibility in work location with a preference for candidates local to the Greater Columbus area. The role will be available to start in February 2026.
CONSULTING ENVIRONMENT 
As part of Leading EDJE, you'll have the opportunity to work closely with executive leadership and cross-functional teams to deliver impactful results for clients and internal stakeholders. You'll help drive sales strategy, support client engagements, and act as a bridge between the CSO, marketing, delivery, and other internal teams. The ideal candidate is detail-oriented, highly organized, and capable of managing multiple priorities while ensuring follow-through and completion on action items.
RESPONSIBILITIES
Keep Things Moving
<ul>
<li>
Manage the CSO's calendar, meetings, and travel efficiently.
</li>
<li>
Organize and maintain client-facing materials, SOWs, sales presentations, and reports.
</li>
<li>
Stay on top of key deliverables, deadlines, and CRM updates (Salesforce or HubSpot).
</li>
<li>
Run reports, track extensions, and maintain data hygiene in CRM systems.
</li>
</ul>
Client Engagement &amp; Support
<ul>
<li>
Attend client meetings to capture notes, action items, and follow-ups.
</li>
<li>
Support client onboarding, engagement, and experience initiatives.
</li>
<li>
Serve as a trusted point of contact between clients, marketing, and delivery teams.
</li>
<li>
Farm accounts, track interactions, and help advance B2B sales opportunities.
</li>
</ul>
Drive Sales &amp; Operational Excellence
<ul>
<li>
Collaborate with Sales, Marketing, and Delivery to support strategic initiatives.
</li>
<li>
Ensure the sales pipeline is accurate and actionable through CRM management and reporting.
</li>
<li>
Assist in planning and executing quarterly business reviews, revenue meetings, and team sessions.
</li>
<li>
Contribute to high-completion, high-impact follow-through across all projects and engagements.
</li>
</ul>
QUALIFICATIONS
<ul>
<li>
3+ years of experience in sales support, executive assistance, or related roles — ideally in a B2B tech or consulting environment.
</li>
<li>
Solid understanding of technology and sales cycles; able to grasp technical concepts quickly.
</li>
<li>
Exceptional organization skills, detail-oriented, and able to prioritize in a fast-paced environment.
</li>
<li>
Experience with Microsoft Office, Google Workspace, and CRM platforms (Salesforce, HubSpot).
</li>
<li>
Strong communication skills, polished and personable, with the ability to add value in client-facing situations.
</li>
<li>
Self-starter with a high “say-do” ratio; thrives on executing and following through.
</li>
</ul>
ADDITIONAL QUALIFICATIONS
<ul>
<li>
Experience supporting C-level executives in high-growth, fast-paced teams.
</li>
<li>
Familiarity with proposals, RFPs, and sales enablement tools.
</li>
<li>
Previous exposure to B2B sales strategy or client relationship management.
</li>
<li>
Experience in a consulting environment with tech-focused solutions.
</li>
</ul>
COMPENSATION
<ul>
<li>
Base: $85,000–$105,000/year
</li>
<li>
Bonus-eligible
</li>
</ul>

<h3>Job Description</h3>
Job Description
The Client Success Specialist is responsible for supporting the Client Success team activities, specifically generating ideas for revenue growth, creating presentations, sourcing and merchandising products.&nbsp; Ideally, the CSS helps the Client Success team grow their business and provide a top-notch client experience.&nbsp;&nbsp;
 
PRIMARY RESPONSIBILITIES
<ul>
<li>Collaborate with the Client Success Executive and/or Client Success Director on ways to increase revenue.</li>
<li>Create solutions based on client needs, to include researching product and service information from suppliers, including costs, availability, and delivery schedule for designated accounts.</li>
<li>Follow trends in the marketplace to best develop creative merchandise solutions.</li>
<li>Manage projects within the Client Success team, coordinating multiple stakeholder groups to develop and execute deliverables.</li>
<li>Participate in sales/supplier/client meetings to increase product and solutions knowledge.</li>
<li>Create and design artwork for client orders and develop client proposals and presentations on an as needed basis in Adobe Illustrator and PowerPoint.</li>
<li>Be people-oriented, client-focused, and assertive in developing client and supplier relationships.</li>
</ul>
 
Qualifications
 
SKILLS AND EXPERIENCE
<ul>
<li>2-3 years of B2B sales, inside sales or sales support experience.</li>
<li>Experience in promotional products, PR, marketing services a plus.</li>
<li>Familiarity with CRM systems such as NetSuite, Salesforce, Zoho etc.</li>
<li>Microsoft Office proficiency required.</li>
<li>Bachelor’s degree preferred but applicable experience will be considered.</li>
</ul>
Summit Competencies:
<ul>
<li>Communication&nbsp;­–listening to others and communicating in an effective manner, organizing and delivering information appropriately.&nbsp;</li>
<li>Creativity&nbsp;– developing fresh ideas that provide solutions to all types of business challenges.</li>
<li>Client-focused&nbsp;– building and maintaining excellent service to internal and external clients, always keeping the customer experience in mind.</li>
<li>Initiative&nbsp;– identifying solutions without being prompted to do so, taking initiative, and moving forward without hesitation.</li>
<li>Results-driven&nbsp;– focusing on results and desired outcomes and how best to achieve them, maintaining a personal sense of ownership and accountability.</li>
<li>Teamwork&nbsp;– promoting cooperation and commitment within a team, to achieve common goals.</li>
</ul>
 
Role Competencies:
<ul>
<li>Problem-solving&nbsp;– applying critical thought and insight to make sense of the issue and recommend a solution that shows excellent analytical and problem-solving skills.</li>
<li>Relationship-building&nbsp;–building constructive working relationships (internal and external) by fostering a high level of acceptance, cooperation, and mutual respect.</li>
<li>Independent Action&nbsp;–taking strong initiative, exercised with an ability to use responsible decision-making and work collaboratively across all functional areas of Summit.</li>
<li>Calm under Pressure&nbsp;– Remaining calm in stressful situations and handling confrontational situations with diplomacy, sound judgement, and professionalism.</li>
<li>Attention to Detail&nbsp;– Managing multiple projects simultaneously, while maintaining superior attention to detail.</li>
</ul>

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