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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 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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Client Success Specialist

<h3>Job Description</h3>
Job DescriptionAre you looking to help companies “Live their Brand” through a multitude of solutions that include branded merchandise, reward &amp; recognition technology and programs, eCommerce platforms and creative communication campaigns—all designed to impact employees, channel partners and clients? At Summit, we pride ourselves in “Relentlessly Hunting for the Wow” for our teams and our clients. We believe that serving our clients starts internally with happy teams who feel appreciated and “Win as a Team”.
Summit Group is looking for a Client Success Specialist - a vital part of the Client Success Team. The Client Success Specialist (CSS) is responsible for supporting the Client Success Team sales activities, specifically generating ideas for revenue growth, creating client presentations, sourcing and merchandising products, and managing various projects. Ideally, the CSS helps the Client Success Team grow their business and provide a top-notch client experience. We are seeking candidates in the Carol Stream IL area. 
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 information from suppliers, including costs, availability, and delivery schedule.</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/presentations in Adobe Illustrator, PowerPoint and other programs.</li>
<li>Be people-oriented, client-focused, and assertive in developing client and supplier relationships.</li>
</ul>
What does it take to be a successful Client Success Specialist? 
<ul>
<li>Creativity</li>
<li>Initiative </li>
<li>Results-driven</li>
<li>Teamwork </li>
<li>Problem-solving </li>
<li>Relationship-building </li>
<li>Attention to Detail </li>
</ul>
 KNOWLEDGE &amp; EXPERIENCE PREFERRED: 
<ul>
<li>Experience preferred in: B2B sales, inside sales, sales support, public relations, branded merchandise or marketing services</li>
<li>Microsoft Office proficiency</li>
<li>Bachelor’s degree preferred but applicable experience will be considered</li>
</ul>
We believe in building Better Lives for our associates and offering excellent benefits and perks, to include:
<ul>
<li>Comprehensive benefits package</li>
<li>Flexible PTO Program (vacations are encouraged!)</li>
<li>401K retirement account to include an employer match</li>
<li>Wellness initiatives</li>
</ul>
Culture means everything to us. Working at Summit will give you the opportunity to be around the best team members who are serious about family, values, and success. Together, the Summit family works hard to make our vision come alive, constantly finding ways to Build Stronger Brands to Create Richer Lives and a Better World.
Consider being a part of this exciting journey and join our dynamic, growing team today!

<h3>Job Description</h3>
Job Description
Position Title: Client Success Specialist (CSS) 
 
This role is a office based position located in Shreveport, LA
 
Purpose/Job Function:
The CSS plays a critical role in ensuring clients receive excellent service by supporting operations and sales. This role will work with several internal teams and carriers, to provide valuable solutions and exceed client expectations. In addition, this role is responsible for upholding our core values: Ethics, Engagement and Excellence.
Essential Functions:
<ul>
<li>Exceed customer expectations daily by creatively solving problems, offering valuable insight, and proactively managing transportation needs </li>
<li>Develop relationships with clients that focus on customer service, execution, and value creation</li>
<li>Ensure client satisfaction through an understanding and application of AFS products and services </li>
<li>Engage with clients via phone and email to offer valuable industry updates and news </li>
<li>Support Sales by gathering data and supporting documentation to create business reviews and reports</li>
<li>Collaborate with internal teammates and carriers to efficiently solve problems and provide client solutions </li>
<li>Provide LTL support and resolve service issues as needed, many times reaching out to carriers directly</li>
<li>Work with FAP and carriers for client invoicing and payment resolution</li>
<li>Troubleshoot technical issues on behalf of clients and work with IT to provide resolution</li>
<li>Document client communication and interactions via Salesforce, acting as a single point of contact for phone calls, emails, chat and tickets from end users regarding IT issues and queries</li>
</ul>
 Qualifications and Requirements:
<ul>
<li>Strong communication skills, both verbally and written, with the ability to present information to a small group of business users and executives/decision-makers</li>
<li>Passion for customer service with a proven track record of building strong client relationships</li>
<li>Detail-oriented with the ability to gather, organize, and analyze data</li>
<li>Enthusiastic, confident, and results-oriented </li>
<li>Self-motivated yet able to work in a team environment</li>
<li>Empathetic, with the innate ability to listen and ask discovery questions before trying to solve a problem you may not fully grasp</li>
<li>Proficient computer skills including MS Outlook, Word, PowerPoint, and Excel</li>
</ul>
Education/Experience:
<ul>
<li>Minimum of two years of account management or customer service experience</li>
<li>Bachelor’s degree required or 2-3 years of relevant experience in lieu of degree</li>
<li>Preference given to those with experience or studies in transportation/logistics</li>
</ul>


Working Conditions: This position will sit in front of a computer for long hours at a time and may cause eye irritation or even muscle strain.
This position does not require any strenuous or physical activity.

Customary Work Hours: 8:00 A.M. to 5:00 P.M., Monday through Friday. 
AFS is an equal opportunity employer and prohibits discrimination and harassment of any kind: AFS is committed to the principle of equal employment opportunity for all teammates and to provide teammates with a work environment free of discrimination and harassment.

<h3>Job Description</h3>
Job Description
Whirks of Memphis, TN is looking to hire a full-time Client Success Specialist to join our growing team that specializes in cutting-edge SaaS-based Human Capital Management along with highly personalized support. Our clients utilize our powerful cloud-based HCM Platform to manage the entire employee lifecycle, including talent acquisition, onboarding, performance management, time, benefits, payroll, and labor analytics. The Client Success Specialist will oversee client accounts in a full lifecycle manner, input payroll data, cut payroll checks, generate payroll reports, and be the key point person for our clients' payroll, HR, benefits and software related questions. 
We need your help to service a rapidly growing number of clients! We are seeking an energetic professional who is a teacher at heart, enjoys developing long-lasting relationships with clients and thrives in a fast-paced payroll and workforce management environment. As a part of our team, your aptitude for figures, software resolution skills and problem-solving toolbox will help us deliver exceptional service to our small business clientele regarding their people complexities. This is an amazing opportunity to learn in a fast-paced environment where our team and our culture are our highest priority. This will be a great way to deepen your knowledge about human resources, payroll, payroll tax services, and insurance offerings. If you are a teacher at heart and find fulfillment helping small businesses grow, then we have a place for you, here, at Whirks! WHAT'S IN IT FOR YOU: You will receive an attractive hourly rate of $20.00-$25.00 plus potential quarterly bonuses. We offer generous PTO, holiday pay, quarterly volunteer pay, employer-paid health and dental insurance, vision insurance, monthly profit sharing, 401(k) contribution of 3%, and many other perks to all full-time employees. A fulfilling career and competitive income opportunities exist for someone who will grow with us!

<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 Description
Assure adoption of company software and solutions by supporting clients with training, troubleshooting and process adoption. Provide guidance and solutions for clients by understanding their unique needs during implementation and after launch. This role works under the guidance and in partnership with the Client Success Manager and collaborates across teams to coordinate activities and resources to ensure the clients’ success. Overall, the role requires flexibility, tenacity, excellent communication skills, and the ability to problem solve.

Duties and Responsibilities 
<ul>
<li>Ensures client success and satisfaction by engaging with the customer in value added support during and post implementation</li>
<li>May lead onsite implementation of software solutions</li>
<li>Collaborate with the Client Success Manager to provide product training for both hardware and software pre and post implementation as needed in assigned accounts</li>
<li>Conduct routine client visits to assigned accounts to assist with improving utilization of the PAR Excellence system</li>
<li>Provide remote and/or onsite consultative expertise to help resolve non-technical support issues</li>
<li>Review and provide feedback on training and technical materials developed by internal departments</li>
<li>Serve as a SME to internal stakeholders regarding product development and testing</li>
<li>Support all other activities, projects and tasks as deemed necessary by Senior Client Success Manager and V.P. of Client Operations</li>
</ul>
Required Knowledge, Skills, and Abilities 
<ul>
<li>Ability to work independently as well as in a team environment </li>
<li>Self-motivated, detail-oriented and organized </li>
<li>Proficient in Outlook, Excel, Visio and other Windows-based programs</li>
<li>Excellent oral and written communication </li>
<li>Outstanding Client service skills </li>
<li>Extensive travel required</li>
</ul>

Required Education, Credentials and Experience 
<ul>
<li>Four-year degree</li>
<li>Healthcare Supply Chain Knowledge and Experience</li>
<li>Previous client management experience a plus</li>
</ul>

<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.

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