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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 DescriptionLooking for a career that’s all about YOU? At Northstar Global LLC, we believe in giving people the freedom to grow, learn, and create their own success. No micromanaging, just the chance to build the career you want with the people who support you along the way. Why You Should Join Us · We’re All About Growth – This isn’t just another job. We help you grow into a leader. Whether you want to move up in the company or start your own business, we’ve got you. · Training That Works for You – Got no experience? We’ve got you covered. Learn everything you need to succeed from the ground up. · Unlimited Earning Potential – You decide how much you earn. If you put in the work, you’ll see the results. · Team Vibes – We’ve got a fast-paced team of motivated people who want to see you win. We work hard but have fun along the way. What You’ll Be Doing · Helping clients with top-notch service and solutions · Representing brands with confidence in face-to-face interactions · Learning sales and communication skills that’ll set you up for life · Partnering with leadership to grow fast and get to the next level Who We’re Looking For · Motivated people who want to grow and win · Strong communicators who enjoy working with others · Quick learners who are always ready to take on new challenges · People who want to own their career and make it their own At Northstar Global LLC, growth is the goal. Ready to level up and take control of your career? Apply today and let’s make it happen.&nbsp;

Client Success Specialist

<h3>Job Description</h3>
Job DescriptionClient Success SpecialistFull-Time, In-Office, San Jose, CA
At Competitive Edge Physical Therapy, we know something most clinics forget—clinical outcomes aren't just created in the treatment room—they begin at the first interaction.
We're hiring a full-time, in-office Client Success Specialist who can transform the first impression into a lasting impact. This isn't just about answering phones and booking appointments—it's about building trust, keeping clients engaged, and making every person who walks through our doors feel like they belong.
About Us
Competitive Edge Physical Therapy in San Jose isn't your typical clinic—we're a high-performance team on a mission to revolutionize rehab through technological innovation, elite-level training, and a relentless commitment to client experience.
We combine cutting-edge technology with one-on-one care to deliver outcomes that genuinely change lives. Our culture is built on mentorship, growth, and pushing the boundaries of what physical therapy can be. We've proudly served the Bay Area for over 10 years, with two thriving locations and a vision to expand even further. About the Role
As the Client Success Specialist, you'll be the anchor of our front desk operations and a vital link in each client's care journey. You'll ensure that every visit feels personal, every concern is addressed, and every client stays on track to reach their goals. &nbsp;
What You'll Be Responsible For
<ul>
<li>Greeting clients and creating a warm, welcoming experience</li>
<li>Building relationships through hospitality and high-level service</li>
<li>Following up with clients to prevent cancellations and drop-offs</li>
<li>Proactively solving scheduling and service-related issues</li>
<li>Managing client check-ins, scheduling, and payment processing</li>
<li>Monitoring client satisfaction using Net Promoter Score (NPS)</li>
<li>Guiding clients through their full success journey—from evaluation to results</li>
</ul>
Why This Role Matters
Every client who completes their plan of care sees life-changing results—and you'll be the reason they stay committed. A single moment of real personalization can make all the difference in a world full of automation.
In this role, you'll have the freedom and support to "wow" clients, solve problems creatively, and elevate the way people experience physical therapy.
What You Bring
<ul>
<li>A passion for serving others and exceeding expectations</li>
<li>Strong communication, multitasking, and organizational skills</li>
<li>Prior experience in a front-desk, hospitality, or customer-facing role (healthcare experience a plus)</li>
<li>Full-time availability to work 100% in-office at our San Jose location</li>
<li>Creativity, empathy, and problem-solving instincts</li>
<li>A desire to grow with a mission-driven, expanding small business</li>
</ul>
What We Offer
<ul>
<li>$24–$27/hour depending on experience</li>
<li>Medical benefits with optional dental</li>
<li>401k with up to 4% company matching</li>
<li>PTO + paid holidays + sick time</li>
<li>Ongoing training and professional development with weekly 1:1 direct mentorship</li>
<li>A purpose-driven, energizing workplace that invests in your growth</li>
</ul>
Our Promise
When you help our clients stick to their recovery journey, you're changing lives. And we'll invest in yours—personally and professionally—every step of the way.
 &nbsp;
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<h3>Job Description</h3>
Job Description
Position: Client Success Specialist Build strong client relationships. Drive adoption. Deliver results.
At PaymentVision, a division of Autoscribe, we don’t just serve clients—we partner with them. As a Client Success Specialist, you’ll be the face of our brand, responsible for building long-term client relationships, driving adoption of our products and services, and ensuring client satisfaction and retention. You’ll work cross-functionally with teams across the organization—support, product, sales, and implementation—to deliver a seamless client experience.
This is an ideal role for someone who thrives in a collaborative environment, understands the importance of customer advocacy, and is excited to help clients succeed through strategic guidance and thoughtful engagement.
What You’ll Do:
<ul>
<li>
Own and manage a book of business, fostering trusted relationships with key client stakeholders.
</li>
<li>
Lead Quarterly Business Reviews (QBRs) to discuss trends, product updates, and opportunities.
</li>
<li>
Be the voice of the client—share feedback with internal teams and advocate for enhancements that align with client goals.
</li>
<li>
Drive product adoption and increase usage through proactive outreach and strategic planning.
</li>
<li>
Educate clients on new features and cross-sell additional PaymentVision solutions where beneficial.
</li>
<li>
Ensure smooth post-sale onboarding, implementation, and ongoing support in partnership with internal teams.
</li>
<li>
Understand each client’s business needs, identify potential challenges, and help prevent issues before they arise.
</li>
<li>
Serve as the go-to contact for invoicing questions and assist with account-level escalations.
</li>
</ul>
What You Bring:
<ul>
<li>
Associate’s degree in Business or a related field.
</li>
<li>
2+ years in a client support or customer success role—experience in fintech or financial services is a strong plus.
</li>
<li>
Strong communication and relationship-building skills with a client-first mindset.
</li>
<li>
Proficiency in Microsoft Office Suite.
</li>
<li>
Experience using Salesforce or similar CRM tools.
</li>
</ul>
Why Join Us?
PaymentVision is a trusted leader in payment processing, and we’re passionate about helping our clients grow. If you're looking for a role where you can truly make an impact, collaborate across teams, and help shape the client experience—we’d love to hear from you. Location: Highly desired hybrid out of Jacksonville FL, or Gaithersburg, MD. For the right candidate, this position is open to hiring remotely in the states of FL, MD, VA, GA, PA, TX, AZ, MI, VT Base Compensation Range for this Exempt position is $65,000-$75,000, commensurate with experience, education and skills.
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<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! 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.&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>Competitive salary</li>
<li>Uncapped commission structure</li>
<li>Team Bonuses, Referral Bonuses</li>
<li>Completion Bonuses for industry relevant licenses/certifications</li>
<li>Sponsored industry travel and in-person training</li>
<li>PTO: 20+ days</li>
<li>National Paid Holidays</li>
<li>Birthday PTO</li>
<li>401K or Roth matching plan</li>
<li>Health insurance reimbursement program</li>
<li>Access to personal financial planning</li>
<li>Growth and development!</li>
</ul>
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.
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<h3>Job Description</h3>
Job DescriptionDescription:
We are looking for a passionate and dedicated Customer Success Manager to join our home building company. The Customer Success Manager will be responsible for ensuring a positive customer experience throughout the home building journey. This role involves building strong relationships with our clients, managing communication, and resolving any issues that may arise.
Responsibilities
<ul>
<li>Serve as the primary point of contact for clients during the home building process.</li>
<li>Proactively communicate with clients, providing regular updates and addressing any concerns.</li>
<li>Build and maintain strong relationships with clients, ensuring a positive and seamless experience.</li>
<li>Conduct regular check-ins and meetings with clients to gather feedback and address questions.</li>
<li>Collaborate with internal teams, including construction, sales, and design, to ensure client satisfaction.</li>
<li>Manage and resolve customer issues and complaints in a timely and professional manner.</li>
<li>Provide clients with information on construction timelines, processes, and updates.</li>
<li>Maintain accurate records of client interactions and communications.</li>
<li>Conduct post-construction follow-ups to ensure client satisfaction and address any remaining issues.</li>
</ul>
 
Requirements:
Qualifications
<ul>
<li>Bachelor's degree in Business Administration, Communication, or a related field is a plus.</li>
<li>Proven experience in customer service or client relationship management, preferably in the home building or construction industry.</li>
<li>Excellent communication and interpersonal skills.</li>
<li>Strong problem-solving and conflict resolution abilities.</li>
<li>Ability to manage multiple tasks and prioritize effectively.</li>
<li>Detail-oriented and highly organized.</li>
<li>Proficiency in CRM software and other relevant tools.</li>
</ul>
Skills
<ul>
<li>Customer Relationship Management</li>
<li>Communication</li>
<li>Problem Solving</li>
<li>Time Management</li>
<li>Organization</li>
<li>Team Collaboration</li>
</ul>

<h3>Job Description</h3>
Job DescriptionClient Success SpecialistLocation: Nashville, TNRole Overview: JumpCrew is seeking a Client Success Specialist who will be responsible for managing and nurturing client relationships, ensuring high levels of customer satisfaction, and identifying opportunities for growth within existing accounts. This role serves as the primary point of contact for clients, proactively addressing their needs, providing solutions, and collaborating closely with internal teams to deliver exceptional service. The ideal candidate has strong communication skills, a customer-centric approach, and a proactive attitude.Key Responsibilities:
<ul>
<li>Develop and maintain strong client relationships to ensure satisfaction and retention.</li>
<li>Act as the main point of contact for clients, addressing their needs and resolving issues.</li>
<li>Collaborate with sales, marketing, and product teams to enhance the client experience.</li>
<li>Monitor and report on client satisfaction metrics and escalate concerns as needed.</li>
<li>Identify opportunities for account growth, cross-selling, and up-selling.</li>
<li>Prepare and present client performance reports and analysis.</li>
</ul>
Qualifications:
<ul>
<li>Bachelor’s degree in Business, Marketing, Communications, or a related field.</li>
<li>2+ years of experience in client success, account management, or a similar role.</li>
<li>Strong organizational and multitasking skills with a client-focused mindset.</li>
<li>Excellent communication and interpersonal skills.</li>
<li>Comfortable managing multiple priorities and clients in a fast-paced environment.</li>
<li>Proficiency with CRM software (Salesforce or similar) and basic data analysis tools.</li>
</ul>
Additional Information:
<ul>
<li>Competitive salary</li>
<li>Location: JumpCrew HQ - Nashville, TN</li>
<li>Flexible work environment</li>
<li>Unlimited PTO plan</li>
<li>9 company holidays</li>
<li>Medical, dental/vision benefits, 401k</li>
<li>Learning and career growth opportunities</li>
<li>Bring your (well-behaved) pet to the office</li>
</ul>
JumpCrew, headquartered in Nashville, TN, is a three-time winner of Nashville’s Best and Brightest Companies to Work For (2021, 2022, 2023). We've been recognized as the #1 Best Small Company to Work For in Nashville (2017), one of Nashville’s Best Places to Work (2018 &amp; 2019), and listed among Crunchbase’s 50 Hot Startups. For more information, visit JumpCrew.com.JumpCrew is an equal opportunity employer and values diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

<h3>Job Description</h3>
Job DescriptionCompany Description 
Ubiquity Retirement + Savings® has a simple mission: to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support.
For over 23 years, we have helped workers save more than $3 billion toward their retirement and opened 401(k) plans for 10,000+ small businesses—pioneering a transparent, flat-fee experience. Our tenured team are retirement experts and future-you champions.
Ubiquity is known for our unique and thriving company culture, our ongoing investment in our employees, and for providing a clear career path for your future. We average a 65 eNPS each quarter and our Glassdoor reviews reflect our focus on you. Do more here and make more of a difference to small businesses everywhere!
We value accountability, collaboration, and transparency. Proudly one of the Best Places to Work and Entrepreneur Magazine's Top 150 Company Cultures, we take what we do seriously and always strive to be happy at work. Our four company values and our motto “Freedom with Accountability” guide the way we work to support our mission.
Learn more about our values: <a href="https://www.myubiquity.com/about/&amp;nbsp" target="_blank">https://www.myubiquity.com/about/&amp;nbsp</a>; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;
See us in the news:&nbsp; <a href="https://www.linkedin.com/company/ubiquity-retirement-savings&amp;nbsp" target="_blank">https://www.linkedin.com/company/ubiquity-retirement-savings&amp;nbsp</a>; &nbsp; &nbsp; &nbsp; &nbsp;
Find out what our employees think: <a href="https://www.glassdoor.com/Reviews/Ubiquity-Retirement-Savings-Reviews-E101757.htm&amp;nbsp" target="_blank">https://www.glassdoor.com/Reviews/Ubiquity-Retirement-Savings-Reviews-E…</a>; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;
Watch the documentary we produced about the challenges Americans face in saving for their futures.&nbsp;Broken Eggs: The Looming Retirement Crisis in America: <a href="https://www.youtube.com/watch?v=kmtjJVC_niI" target="_blank">https://www.youtube.com/watch?v=kmtjJVC_niI</a>
We are a growing company that wants you to be a part of our success!
Job Description 
The Client Success Specialist is a pivotal role in establishing and nurturing the client experience through direct client interactions. This role will answer and route all client support questions via inbound email, phone, our CRM, SMS and chat feature. Clients may include plan sponsors, advisors, third party administrators and other interested parties.&nbsp;This role is a 100% remote position.&nbsp;&nbsp;
CORE RESPONSIBILITES
<ul>
<li>Monitors our support queue, classifies cases for the team based on the type of inquiry, and responds to cases to help our clients with their retirement plan questions&nbsp;</li>
<li>Researches and assists in solving complicated client requests by collaborating with different team members at Ubiquity&nbsp;</li>
<li>Reviews internal procedures regularly to maintain the latest information to provide to clients regarding their retirement plan administration&nbsp;</li>
<li>Actively maintain knowledge of 401(k) and retirement industry rules and regulations to be able to provide accurate guidance to Plan Sponsors and Trustees&nbsp;</li>
<li>Conduct inbound and proactive outbound communications with our clients to successfully address their needs in a timely manner&nbsp;</li>
<li>Use the CRM tool to research, respond to, and record support requests&nbsp;</li>
<li>Participate in company-wide objectives and meetings&nbsp;</li>
<li>Collaborates with their Client Success Team on ways to improve Ubiquity’s Client Satisfaction&nbsp;</li>
<li>Acts as liaison between plan sponsors and other internal Ubiquity groups, including Financial Operations, Accounting, and Compliance&nbsp;</li>
<li>Ensures SLAs are met for case response rates&nbsp;</li>
<li>Proactively reaches out to clients to assess needs and determine ways to add value&nbsp;&nbsp;</li>
<li>Maintain, follow, and enforce all Ubiquity security policies and procedures at all times. (Policies will be shared with all employees annually. Employees can request a copy of most recent policies from Ubiquity’s Security Officer at any time.)</li>
</ul>
Qualifications 
COMPETENCIES
Client Service&nbsp; Keeps internal and external clients in mind at all times. Proactively address client concerns and guide them through the support process for quick and effective issue resolutions
Analytical&nbsp; &nbsp; &nbsp; Ability to quickly diagnose problems and solve them with little to no supervision
Leadership&nbsp; &nbsp; Demonstrated success at proactively identifying ways to improve the client experience and executes effective plans to activate the ideas
Organized&nbsp; &nbsp; &nbsp; Thrives in a quick-deadline environment managing multiple clients, priorities, and requests at different levels of completion
Communication&nbsp; Clear, polished, and professional spoken and written communications skills. Has the ability to explain and break down complex ideas with easy-to-understand instructions
401k Knowledge&nbsp; Clear knowledge of administering all aspects of 401(k) plan, including but not limited to 5500s, compliance testing, safe harbor, census, and annual auditing for retirement plans&nbsp;
Positivity&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Has positive-minded demeanor that puts clients at ease, and enables rapid relationship building.&nbsp;&nbsp;
Accountability&nbsp; &nbsp;Takes personal responsibility for the quality, accuracy, and timeliness of work, and achieves results with little oversight. Stays focused on work and makes the best use of time and resources. Excellent&nbsp;follow through&nbsp;and communication of updates.
SKILLS + EXPERIENCE &nbsp;
<ul>
<li>3&nbsp;years&nbsp;experience in client service role&nbsp;</li>
<li>Ability to quickly diagnose problems and solve them&nbsp;</li>
<li>Excellent follow through and communication&nbsp;</li>
<li>1-2 years working with cloud-based CRM platform preferred&nbsp;</li>
<li>Proficient reading, writing, grammar and mathematical skills&nbsp;</li>
<li>Spanish fluency a plus</li>
</ul>
 Additional Information 
This is a salaried, full-time, remote position with a base salary range of&nbsp;$59-$69k annually plus variable compensation. Please follow application instructions carefully and&nbsp;note that a cover letter is required&nbsp;along with your resume. *Plus, find our three values on our website and list them in your cover letter.
We are focused on building a diverse and inclusive workforce. If you are excited about this role, but do not meet 100% of the qualifications listed above, we encourage you to apply.
We offer:
<ul>
<li>Competitive compensation package</li>
<li>Generous stipend toward premiums for medical, dental, and vision</li>
<li>Learning and development stipends</li>
<li>401(k) Matching</li>
<li>Monthly wellness subsidies</li>
<li>Equity incentives</li>
<li>Flexible PTO policy</li>
<li>Time off for volunteering</li>
<li>Emphasis on internal promotions</li>
<li>Regular performance reviews</li>
<li>Remote work culture</li>
</ul>
Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws.

<h3>Job Description</h3>
Job Description
How do I know if I should apply?
Searching for a career can be overwhelming. We’re here to help and be transparent. If the items below meet your needs and career aspirations, please move forward with the application. We look forward to meeting you! 
GreenPath Financial Wellness wholeheartedly believes a strong organization is based on the foundation of diverse groups of team members. We believe deeply in employees not only bringing their whole selves to work each day, but also feeling comfortable being their authentic self. We encourage people from all walks of life to apply for opportunities they are passionate about and meet the qualifications. We strongly encourage people of color, LGBTQIA+ people, adults of any age, veterans, people with varying abilities, and people of various socio-economic backgrounds to apply. We believe you will bring meaningful viewpoints to our team members and the people we help each day. 
If you have experience and / or interest in the following items, this role may be ideal for you:
<ul>
<li>Working remotely from home </li>
<li>Providing customer service via phone, chat, or email </li>
<li>Personal finance and helping people </li>
<li>Continuous learning and development </li>
<li>Attending scheduled shifts on a regular, and punctual basis </li>
</ul>
Position Requirements:
<ul>
<li>$17.50-18.50 / hour for most locations </li>
<li>$19.38 / hour for markets with higher-than-average costs of living such as Los Angeles, CA </li>
<li>Full Time; 40 Hours a week with 8 Hour shifts, and Benefits Eligible (Medical, Dental Vision, 10 Paid Holidays, PTO, and retirement options) </li>
<li>Work Schedule: Monday through Friday see work hours per time zone at the bottom of post. </li>
<li>Positions will begin training on July 21st. Initial training is 3 weeks. Training days are typically 10 AM – 7 PM Eastern Time or 11 AM – 8 PM Eastern Time. After the initial training, you will begin your work schedule. </li>
<li>Training is broken down into modules to be completed during your first year of employment. This approach allows you to become proficient in one area of the role, before learning a new area. </li>
<li>Ability to type 40 words per minute at 80% accuracy is required. </li>
<li>All interview efforts have been transitioned to a virtual environment (Phone Call, Video Interview) and do not require in person meetings for consideration. </li>
</ul>
Remote Work from Home Requirements:
<ul>
<li>
Internet 
<ul>
<li>
Hard-wired internet. This means you will need to use an ethernet cable to connect to a modem. 
</li>
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Internet speed requirement of 200 Mbps for single person residence, and 400 Mbps for residence with 2 or more people. 
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Caregiving 
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Remote Work From Home is not a replacement for caregiving, childcare, or elder care. You are unable to be a primary caregiver during working hours. 
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Security
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A room in your home with a closing door. 
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A security camera in addition to your computer set-up. 
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Who is GreenPath Financial Wellness?
As a trusted national nonprofit focused on financial wellness for everyone, people have turned to us for more than 60 years as their guide through financial crises: overwhelming debt, foreclosure, bankruptcy, or credit challenges. Over the last several years, we joined forces and affiliated with financial organizations making similar impacts in a variety of ways. GreenPath affiliates include Clarifi in Philadelphia, Rural Dynamics, Inc in Great Falls, and Consumer Credit Counseling Services in Puerto Rico. 
How will I make a positive impact in this position?
You will support clients’ financial wellness journey with and ensure they can be successful in achieving their goals. Clients connect with us in a variety of ways including chat, email, and phone. No matter the method of communication, you’ll provide empathetic, supportive guidance and recommendations to clients. Fostering a relationship of trust, collaboration, transparency, and accountability with clients strengthens their ability to meet and exceed their financial goals. 
You’ll be alongside clients during their programs with GreenPath from the time they enroll to the time they complete the program successfully. Through a robust training program, you will have the knowledge to support clients and answer a wide range of questions. You will communicate with creditors on a client’s behalf, review client accounts for accuracy and reconciliation, process client communications timely, have a strong understanding of compliance requirements, and more. Once their program is complete, clients will no longer have the burden of tremendous debt. You’ll have been someone who helped make that a reality. What an amazing feeling! 
What might I experience in this role each day? 
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Provide excellent customer service and support to GreenPath’s potential and current clients in accordance with GreenPath standards and expectations. As you can imagine, becoming debt-free can be overwhelming and confusing. Your welcoming communication and strong customer service approach will provide a positive experience for clients. 
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Answering incoming calls, chats, and emails to assist our clients with their debt management program. This includes managing proposals, payment disbursements, deposits, communication with creditors, answering their client questions and more 
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Proactively and holistically review client accounts for accuracy and resolve existing or potential problems. Fact finding and problem-solving skills are used to determine root causes of issues. You will also consider potential solutions, their impact, and take appropriate steps to solve. 
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Accurately maintained details and balances for each account 
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Document all activity and conversations with clients and their creditors accurately in their files 
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Understand and adhere to state regulations, guidelines, company policies, and compliance standards where applicable 
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Tools are available to assure excellent service to clients along with employee development opportunities. Tools include; LinkedIn Learning, Internal Training and Development, Quality Assurance, clear metrics and expectations. 
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Perform miscellaneous office duties such as copying, data entry, word processing, filing, and faxing. 
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Maintain a high level of discretion and confidentiality regarding client financial information. 
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This position requires the ability to sit for extended periods of time, and operate standard office equipment such as a phone and computer. 
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Benefits and Perks   
What will you get out of working at GreenPath? In addition to having the opportunity to help people from all over the country, we also have a competitive compensation and benefits package. Here are some of the additional perks our employees enjoy:   
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We all need some “me time” every once in a while. All full-time employees accrue PTO during their first year of employment, in addition to 10 company-paid holidays per year. Use it for a fabulous vacation, to play nurse (or patient) at home, or sit on your couch watching DIY marathons on HGTV all day. We don’t care – it’s your time. Enjoy. 
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Need some additional time to focus on preventative care?  GreenPath provides all employees with additional Preventative Care Time Off to encourage all employees to be proactive about their physical wellness.  
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Looking to catch up on Dental Cleanings and Annual Doctor Visits? Your health and wellness is a high priority. Medical, Dental, and Vision packages meeting a variety of needs are available to you. 
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Saving for Retirement?  GreenPath employees can start contributing to a 403b right away!  After one year of employment, we make a monthly contribution to the eligible employee’s Retirement Account equivalent to 5% of their gross compensation.  
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Need to reduce your student loan debt? GreenPath is a qualified employer under the federal Public Service Loan Forgiveness (PSLF) program, which means that you may be able to have a portion of your federal student loans forgiven after meeting certain eligibility requirements of the PSLF program. 
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Planning on growing your family?  GreenPath offers paid Parental Benefits; including Maternity and Paternity benefits. 
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Continuous learners can get their classroom fix in a couple of different ways. GP team members are eligible for up to $2,500 in tuition reimbursement per year. In addition, GP team members can attend courses through Invest in Yourself, an in-house educational program offering training classes on a variety of topics ranging from Cash Flow Planning to Microsoft Excel to Stress Management. 
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Want to take additional college courses?  We have an agreement with Cleary College where all GreenPath employees are eligible for a 50% discount on college tuition.  
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GreenPath Financial Wellness reserves the right to change this description at any time. GreenPath Financial Wellness 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, sexual orientation, protected disability, marital status, familial status, veteran status, height, weight or citizenship. 
 Work Schedule: The position is Monday through Friday with no weekend requirements. Four days each week will typically be scheduled from 8:00 AM to 5:00 PM or 9:00 AM to 6:00 PM, depending on business needs. One day each week will be an evening shift from 11:00 AM to 8:00 PM. Your preference will be considered when assigning your evening shift day. 40 hours

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