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<h3>Job Description</h3>
Job Description
Eagle Auto Relocation is a auto transport brokerage responsible for arranging the transport of thousands of vehicles to brand new car dealerships all over the country each year.
We are currently looking for a highly motivated, organized, self sufficient individual to oversee everyday client operations.
Responsibilities Include: Providing accurate freight quotes to clients, handling client issues, managing load boards, updating CRM, managing deals, sending professional emails, speaking clear and professional, and most importantly have a positive attitude. We are a conservative, Christian based organization focused on doing the right thing for our employees and clients. Pay scale: $500 a week (+) guaranteed commision. (average: $1,200 to $2,000+ a week)
This is a IN office position with office hours from 9am to 6pm pm, 4 days a week, off on Wednesdays. Desired applicants should live in the greater Orlando, FL area. No work from home or out of state applications please. Ideal applicants should have some sort of background in finance, high end sales, accounting and/or be really good with running numbers.
Job Duties:
<ul>
<li>Answer incoming customer inquiries</li>
<li>Calculate distance x cost to provide a accurate freight quote</li>
<li>Record customer information within our customer service database</li>
<li>Engage with clients in a friendly and professional manner while actively listening to their concerns</li>
<li>Offer support and solutions to customers in accordance with the company's customer service policies</li>
</ul>
Company DescriptionWe are conservative Christian based organization focused on doing the right thing for our clients and employees. 
<h3>Company Description</h3>
We are conservative Christian based organization focused on doing the right thing for our clients and employees.

Client Manager

<h3>Job Description</h3>
Job Description
Who We Are
 
At Bruton Chisnell Advisors (BCA), our Purpose is to empower our clients and team to live more confidently. As an independent registered advisory firm, we serve both individual and business clients, providing services ranging from financial and retirement planning, investment management, retirement and 401(k) plan management, and strategic business consulting.BCA is a leader in the financial service industry and consistently ranks as an “elite” retirement plan advisor and within the top quartile of firms based on assets under management.
 
Leading with our Core Values, we are a strong partner with our clients and provide an exceptional yet approachable experience. We work closely with our clients to meet them where they are, understand their unique needs, and partner with them to chart a course to achieve their goals and live more confidently. Through our holistic planning approach, we strive to be a thought-partner on the team, collaborating with business partners, attorneys and accountants to achieve the best outcomes for our clients.
 
With 50+ years in the industry, we continue to expand our footprint with offices in Downingtown, PA and Barberton, OH.Our goal is to continue to enhance our team environment where we work together to build long-lasting mutual success. We take our core values seriously and utilize them to make every decision - both with our team and with our clients. BCA is looking for growth-minded individuals who are excited to learn and work in a client service-first organization where they can make a big impact.
 
 
Summary
As a Client Service Associate at Bruton Chisnell Advisors (BCA) in the Pennsylvania office, you will play a crucial role in client relations by ensuring the smooth operation of the office. Serving as the first level of client service, you will be responsible for perpetuating our Purpose and Core Values in each interaction with clients, the internal team, and partners.
 
Your responsibilities will include coordinating and preparing for client meetings, and prepare and execute client paperwork. You will take help support the office experience to create a positive interaction for every visitor. Your role will be vital in creating a positive client and team experience and supporting the overall efficiency of our office and team members.
 
 
Responsibilities
<ul>
<li>Client Experience &amp; Service Support</li>
<li>Client Meeting Preparation: Proactively review upcoming meetings to identify the need for materials. Print agendas, binders and other meeting materials for client meetings as needed in partnership with client service managers and relationship managers. Prepare presentations and reports.</li>
<li>Back Office / Paperwork Management: Draft paperwork, collect signatures from appropriate signers, either by hand signature or DocuSign. Ensure all client documentation complies with firm policies and regulatory requirements. Manage paperwork process from submission to completion.</li>
<li>CRM: Partner with client service team to add new clients to CRM with accurate details. Update client information regularly to ensure accurate client data. Support effective workflows and automations. Ad hoc projects related to data integrity and reporting.</li>
<li>Client File Management: Scan &amp; save client paperwork, meeting notes, estate plans, and other documents as needed. Download and share statements, tax forms, etc. from Fidelity, Schwab and other Recordkeepers / Custodians as needed. Organize and maintain files in an efficient way for easy access.</li>
<li>Process Documentation: Partnering with various BCA team members, identify processes that need documented, help document existing processes, and identify opportunities for continual improvement.</li>
<li>Client Success: Provide a high level of customer service by responding to inquiries promptly. Completing follow-ups as requested by Advisors and/or Client Service team.</li>
</ul>
 
 
Experience
<ul>
<li>3+ years of financial services experience, required.</li>
<li>Fidelity and/or Schwab experience, a plus.</li>
<li>Ability to maintain highly confidential information.</li>
<li>Proven experience in client services with a service first mindset creating a white glove client experience for every person.</li>
<li>Positive, can-do attitude. Ability to take on new projects with limited direction.</li>
<li>Highly organized with the ability to manage multiple priorities at once.</li>
<li>Strong technical aptitude; highly comfortable using Microsoft Suite (including Excel).</li>
<li>CRM and DocuSign experience, preferred.</li>
<li>Strong desire to learn and grow within the financial planning industry.</li>
</ul>

Client Service Manager

<h3>Job Description</h3>
Job Description
Client Manager
Do you enjoy building solid customer relationships resulting in growth?
Do you enjoy collaborating cross-functionally to deliver on common goals?
About the Role
As a Telephonic Client Manager you will manage, protect, and grow revenue through the sale of LexisNexis products, services, and content. You will initiate contact with and sell to both prospects and existing customers. You will be responsible for assessing their needs and creating a pipeline of new business opportunities and retention.
Responsibilities
*Initiating and answering inbound and outbound sales contact directly with prospective/existing customers
*Achieving and exceeding where possible your monthly sales and KPI target
*Accepting orders, closing sales, and maintaining customer records on CRM
* Recording sales prospecting activity in computer-based tracking systems
* Working with moderately complex territory assigned accounts, products, services, sales or account management processes
* Contacting clients with moderate authority and opportunity to set and negotiate service terms
* Continuing to build knowledge of business and the market or account needs
Requirements
* Be able to adapt information and style to the audience
* Be able to develop competence by performing structured work assignments
* Have general understanding of sales methodology and a proven track record in achieving sales quotas
* Have a Bachelor’s or equivalent experience
* Be able to apply broad knowledge of products and solutions.
* Display excellent experience in telesales and selling subscription product
Work in a way that works for you&nbsp;
We promote a healthy work/life balance across the organization, with various flexible and remote working options available to employees&nbsp;
Working with Us&nbsp;
LexisNexis Legal &amp; Professional is proud to be an equal-opportunity employer. We are committed to equal opportunity employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. Together, we are building a diverse and inclusive workplace.&nbsp;
Working for you&nbsp;
We believe in a healthy work/life balance. We know that your well-being and happiness are key to a long and successful career. These are some of the benefits we are delighted to offer: &nbsp; &nbsp; - Comprehensive, multi-carrier health plan benefits &nbsp; - Disability insurance &nbsp; - Dependent care and commuter spending accounts &nbsp; - Life and accident insurance &nbsp; - Retirement benefits (salary investment plan/employer stock purchase plan) &nbsp; - Modern family benefits, including adoption and surrogacy&nbsp;
About our Team&nbsp;
LexisNexis is a data and analytics company with 10,500 colleagues serving customers in more than 150 countries. We’re one of the largest information and analytics companies on the planet. We design solutions that help our customers increase productivity, improve decision-making and outcomes, and be more successful.&nbsp;
Company DescriptionLexisNexis Legal &amp; Professional (<a href="http://www.lexisnexis.com" target="_blank">www.lexisnexis.com</a>) is a leading global provider of content and technology solutions that enable professionals in legal, corporate, tax, government, academic and non-profit organizations to make informed decisions and achieve better business outcomes. As a digital pioneer, the company was the first to bring legal and business information online with its LexisNexis services. Today, LexisNexis Legal &amp; Professional harnesses leading-edge technology and world-class content, to help professionals work in faster, easier and more effective ways. Through close collaboration with its customers, the company ensures organizations can leverage its solutions to reduce risk, improve productivity, increase profitability and grow their business. 
<h3>Company Description</h3>
LexisNexis Legal &amp; Professional (<a href="http://www.lexisnexis.com" target="_blank">www.lexisnexis.com</a>) is a leading global provider of content and technology solutions that enable professionals in legal, corporate, tax, government, academic and non-profit organizations to make informed decisions and achieve better business outcomes. As a digital pioneer, the company was the first to bring legal and business information online with its LexisNexis services. Today, LexisNexis Legal &amp; Professional harnesses leading-edge technology and world-class content, to help professionals work in faster, easier and more effective ways. Through close collaboration with its customers, the company ensures organizations can leverage its solutions to reduce risk, improve productivity, increase profitability and grow their business.

Client Retention Manager

<h3>Job Description</h3>
Job Description
About Radix
Radix is a fast-growing SaaS company serving the multifamily industry with actionable data and insights. Our values-Curiosity, Resilience, Impact, Courage, and Responsibility-are at the heart of how we operate and grow. At Radix, building products isn't just about adding features-it's about delivering transformative insights that empower the multifamily industry. Our Client Success Manager role is crucial to ensuring our clients' long-term success and realizing the full value of their Radix investment.
Your Impact
As a Client Success Manager, you will be directly responsible for shaping the success of enterprise clients by leveraging strategic insight, resilience, and curiosity to drive continuous value. Your work will involve fostering trust-based relationships, anticipating client needs, and delivering actionable recommendations that impact their business outcomes. You will utilize strong leadership, courage, and a deep sense of responsibility to own and drive client success plans and collaborate cross-functionally to ensure seamless delivery of Radix's value proposition.
Key Outcomes
<ul>
<li>Foster Strong Relationships: Build long-lasting partnerships with enterprise clients, becoming a trusted advisor who can drive significant, positive business outcomes.</li>
</ul>
<ul>
<li>Strategic Impact: Take the lead in understanding clients' goals and translating them into actionable, strategic plans that leverage Radix's products and services for measurable impact.</li>
</ul>
<ul>
<li>Data-Driven Growth: Use your analytical mindset to dig deep into client data and market trends, uncovering growth opportunities and ensuring clients realize full value from our solutions.</li>
</ul>
<ul>
<li>Collaborative Leadership: Collaborate cross-functionally to ensure all client needs are met seamlessly and that the Radix value proposition is consistently delivered.</li>
</ul>
Key Responsibilities
<ul>
<li>Build and maintain strong relationships with assigned clients, acting as a strategic consultant and trusted advisor on all aspects of their business</li>
<li>Conduct regular meetings with clients to understand their business needs and goals, and provide guidance and recommendations on how Radix products and services can help them achieve those goals</li>
<li>Analyze client data and market trends to identify opportunities for growth and improvement and develop strategic plans to capitalize on those opportunities</li>
<li>Collaborate with cross-functional teams, including Sales, Product, Implementation, and Support, to ensure a seamless client experience and delivery of value-added services</li>
<li>Provide regular reporting and analysis to internal stakeholders on client performance, satisfaction, and engagement</li>
<li>Stay up to date on industry trends and best practices, and share knowledge and insights with clients and internal stakeholders</li>
</ul>
What You Bring
Experience
<ul>
<li>3+ years in client success, account management, or consulting roles, preferably in a SaaS or technology environment</li>
<li>Experience within the Multifamily Industry is a plus.</li>
</ul>
Skills
<ul>
<li>A proven ability to drive impactful business outcomes through the strategic alignment of people, processes, and technology.</li>
<li>Strong ability to connect industry context to creative, pragmatic solutions that deliver tangible results.</li>
<li>Self-driven with a keen ability to navigate challenges independently and with resilience. You know when to seek guidance and when to take calculated risks.</li>
<li>Desire to thrive in a fast-paced, ever-evolving environment where you're empowered to make decisions and drive change with courage and accountability.</li>
</ul>
Personal Attributes
<ul>
<li>Curiosity: An inquisitive mindset that drives exploration and innovation.</li>
<li>Resilience: The ability to navigate uncertainty and lead teams through challenges.</li>
<li>Impact-Focused: A results-driven approach that prioritizes outcomes over outputs.</li>
<li>Courage: Willingness to take bold risks and challenge conventional thinking.</li>
<li>Responsibility: A leader who takes full ownership of product success and team performance.</li>
</ul>
Join us at Radix, where your curiosity, courage, and impact drive real, tangible change in an industry that's waiting for innovation.
 Job Posted by ApplicantPro

Client Success Manager

<h3>Job Description</h3>
Job Description
FusionTek is a Managed Service Provider with offices in Kirkland, WA, Federal Way, WA, Washington, DC, and Tampa, FL. We are a close-knit team dedicated to IT infrastructure management for small to mid-sized businesses since 2007.
We are currently experiencing substantial growth and are looking for exceptional candidates who resonate with our four core values:
<ul>
<li>Teamwork: We are dedicated to achieving common goals collaboratively.</li>
<li>Growth Mindset: We emphasize continuous improvement for our coworkers, clients, and the organization.</li>
<li>Integrity: We conduct our business with transparency and always prioritize our clients.</li>
<li>Ownership: We ensure follow-through on our commitments and take responsibility for our outcomes.</li>
</ul>
We are seeking a passionate Client Relationship Manager to join our vibrant team. In this role, you will oversee the overall client experience for the accounts assigned to you. You will be responsible for understanding, managing, and monitoring all technical configurations within the client's organization. Furthermore, you will act as the client advocate, possessing critical insights about our customers' employees, processes, and technologies. You will also serve as the main escalation point for service delivery and client communication concerns. As a CRM, you will collaborate with sales and leadership teams to strategize for growth and explore avenues for expanding FusionTek's business across your accounts. Your contributions will significantly impact FusionTek, our CRM team, and our client relationships.
This position is primarily remote, with occasional travel required for key client meetings and events. Candidates should maintain a distraction-free workspace and have reliable high-speed internet access. This opportunity is limited to candidates located in the greater Seattle area. 
Key Responsibilities:
<ul>
<li>Foster a strong client relationship, aiming to turn every client into an advocate of FusionTek and its offerings.</li>
<li>Strengthen customer loyalty by encouraging the renewal of all services.</li>
<li>Drive growth within customer accounts by promoting service expansion.</li>
<li>Ensure comprehensive documentation and configurations to prevent recurring issues.</li>
<li>Mitigate risks associated with monthly recurring revenue from at-risk clients.</li>
</ul>
Expected Outcomes:
<ul>
<li>Achieve a 95% year-over-year retention rate for Monthly Recurring Revenue (MRR).</li>
<li>Ensure team members complete at least 95% of the designated monthly sales activities.</li>
<li>Secure a minimum of 50% of clients agreeing to act as references.</li>
<li>Maintain a revenue churn rate of less than 10% of MRR.</li>
<li>Ensure all devices and users are logged against the appropriate service entitlements.</li>
<li>Align management and reporting with EOS procedures for enhanced team coherence.</li>
<li>Support other FusionTek teams in their interactions with the customer base.</li>
</ul>
Typical Weekly Tasks:
<ul>
<li>Participate in the weekly L10 Meeting.</li>
<li>Assess the status of any clients that may be considered at-risk.</li>
<li>Review case trends and work with the team to identify and address problems.</li>
<li>Update account details and documentation regularly.</li>
<li>Monitor ongoing projects and coordinate updates with Project Managers as needed.</li>
<li>Conduct necessary onsite or virtual client visits for relationship building.</li>
<li>Identify areas requiring resolution for assigned clients.</li>
<li>Share client feedback and discussions with internal teams to improve service delivery.</li>
</ul>
Requirements
Education 
<ul>
<li>Bachelor’s degree (B.A.) from four-year College, or University, and/or training or equivalent combination or education and 5+ years’ experience in the financial services vertical.</li>
</ul>
Computer skills
<ul>
<li>Power point, Excel</li>
</ul>
 Technical skills
<ul>
<li>Microsoft Office Suite</li>
<li>Working knowledge of cloud technologies, specifically Microsoft Azure</li>
<li>Working knowledge of network infrastructure</li>
<li>Working knowledge of server technology</li>
<li>Technical knowledge, both of current technology and emerging trends</li>
</ul>
Experience
<ul>
<li>Prior experience working at a Managed Service Provider/ Managed Security Service Provider</li>
<li>Engaging at all levels within an organization right to C level</li>
</ul>
Benefits
At FusionTek, we truly believe that our people are our most valuable asset, which is why we’re excited to provide:
<ul>
<ul>
<li>Salary range - 85k - 100k/year</li>
<li>Competitive pay with quarterly bonus eligibility</li>
<li>Coverage for 90% of your medical, dental, and vision insurance expenses.</li>
<li>401(k) plan with 4% company matching and immediate vesting</li>
<li>Eight paid holidays and 18 days of PTO in year one</li>
<li>Educational reimbursement for certification tests and company supplied training resources</li>
<li>Fun team events</li>
</ul>
</ul>

Client Relationship Manager - Seattle

<h3>Job Description</h3>
Job Description
Client Relations Manager – Front Desk + Patient Growth Location: Cincinnati, OH (8271 Cornell Road, Suite 730, Cincinnati, OH 45249) Job Type: Full-Time, On-Site Pay: $55,000 – $67,000 per year Schedule: Monday–Friday (standard business hours; occasional evening/weekend events — 1 small event per month and 1 larger event per quarter) Benefits: Full and comprehensive benefits package Start Time Frame: Clinic Opens&nbsp;11/3/2025 and this role may join prior to clinic opening Be Part of a Leading Women’s Wellness &amp; Hormone Health Clinic Ageless Women’s Health is the sister company of Ageless Men’s Health, one of the nation’s leading providers of Testosterone Replacement Therapy (TRT). We bring the same proven care model to women, with a focus on Hormone Replacement Therapy (HRT) and modern wellness solutions that support women through every stage of life. Rather than a traditional primary care clinic, we focus on helping women feel their best through hormone replacement therapy, IV nutrient therapy, vitamin injections (like B12 + immunity boosters), and essential services such as birth control management, pap smears, and routine wellness screenings. We’re redefining proactive, personalized care — and we’re looking for someone who wants to grow with us. We’re hiring a Client Relations Manager for our brand new&nbsp;Cincinnati, OH&nbsp;location and looking for an energetic, patient-focused professional who thrives at the front desk and is passionate about both service and wellness.&nbsp; What You’ll Do: As the first point of contact in the clinic, you’ll be responsible for: Front Desk &amp; Patient Coordination
<ul>
<li>Greet and check in patients by name with warmth and professionalism</li>
<li>Manage appointment scheduling, check-out, and payment collection</li>
<li>Assist with insurance verification and documentation</li>
<li>Follow up on unpaid balances and billing questions</li>
</ul>
Client Relationship &amp; Retention
<ul>
<li>Build strong relationships with patients to support return visits</li>
<li>Conduct follow-ups to keep patients engaged in their wellness plans</li>
<li>Maintain a high level of customer service and care</li>
</ul>
Sales &amp; Community Outreach
<ul>
<li>Respond to new patient leads from phone, web forms, and email</li>
<li>Schedule consultations and convert leads into appointments</li>
<li>Recommend additional services that align with patient goals, such as HRT, IV therapy, or vitamin boosters</li>
<li>Attend local events (e.g., women’s wellness expos, boutique gyms, networking events) to promote clinic services and drive new patient interest</li>
</ul>
What We’re Looking For: Must-Have Skills
<ul>
<li>Excellent communication and people skills</li>
<li>Experience in customer service, sales, or front-desk coordination</li>
<li>Strong organization and attention to detail</li>
<li>Comfortable discussing payments and insurance with professionalism</li>
</ul>
Bonus if You Have
<ul>
<li>Experience in a wellness, med spa, or healthcare clinic</li>
<li>Community outreach or event experience</li>
<li>A personal interest in women’s health, wellness, or hormone therapy</li>
</ul>
 Why You’ll Love Working Here:
<ul>
<li>Pay: $55,000–$67,000 per year</li>
<li>Full-time, Monday–Friday schedule (standard business hours; occasional evening/weekend events — 1 small event per month and 1 larger event per quarter)</li>
<li>Full benefits package: Medical, dental, and vision insurance</li>
<li>Free select clinic services</li>
<li>Paid time off + holidays</li>
<li>Be part of a mission-driven, fast-growing wellness company</li>
<li>Work in a positive, supportive, and energetic environment</li>
</ul>
 Help Women Feel Their Best — Inside and Out If you love connecting with people, have a passion for wellness, and want to be part of a company that’s transforming women’s health, apply now to join Ageless Women’s Health — where hormone balance, wellness support, and patient connection come together to create real change. You can learn more about us by visiting our website Ageless Women’s Health here. You can also learn more about our larger sister company, Ageless Men’s Health here.
 #INDCRM Keywords:&nbsp;Client Relations Manager, Front Desk Coordinator, Patient Care Coordinator, Medical Receptionist, Clinic Manager, Wellness Consultant, Sales Coordinator, Patient Experience Specialist, Medical Office Assistant, Hormone Replacement Therapy (HRT), Women’s Health Clinic, Wellness Center, IV Therapy, Vitamin Injections, Medical Weight Loss, Health and Wellness Sales, Customer Service, Patient Retention, Clinic Operations, Hormone Therapy for Women, Preventive Health, Concierge Medicine, Functional Medicine, Med Spa, Aesthetic Clinic, Healthcare Administration, Patient Services, Client Engagement, Community Outreach, Event Marketing, Healthcare Front Desk, Wellness Sales, Medical Assistant (non-clinical), Healthcare Customer Service.
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AWH Client Relations Manager

<h3>Job Description</h3>
Job Description
A Day in the Life of a Client Relationship Manager
As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a seamless client onboarding process, organize data for marketing plans, support sales reporting, and handle various administrative duties that contribute to our overall success. Your laser focus on customer satisfaction guides your interactions with clients, ensuring they have an exceptional experience from the start. You actively participate in supporting our sales team and sales strategy, contributing your expertise and support to drive our success.
Your strong collaboration skills come into play as you partner with our National and Regional Sales team members, creating a cohesive sales environment. You partner with the sales team and Sales Operations Specialists to ensure that our Salesforce CRM is updated and current. Client portals are in good hands with you as you manage them with ease. Your keen eye for detail extends to proposals, the RFP process, and marketing efforts as you work with the Marketing and RFP teams to ensure compliance with branding guidelines in all presentations, collateral, and events. You are a valuable asset, supporting the sales team and ensuring a smooth flow of information.
Responsibilities: 
<ul>
<li>Deliver exceptional customer experience with a strong client focus</li>
<li>Support and collaborate with the sales team, including National and Regional members</li>
<li>Participate in client meetings and assist with proposals and RFPs</li>
<li>Ensure Salesforce (CRM) data is accurate and up to date</li>
<li>Partner with Marketing to maintain brand consistency in presentations and materials</li>
<li>Manage client portals and perform related administrative tasks (data entry, expense reports, event logistics)</li>
<li>Travel up to 10%, including overnight and extended disaster site assignments as needed</li>
</ul>
Experience &amp; Education:
<ul>
<li>Minimum of three years of experience in an administrative or sales support role</li>
<li>Proficient with various technologies such as the Microsoft Office suite and Salesforce</li>
<li>Restoration industry experience, preferred</li>
<li>Bachelor's degree, preferred</li>
</ul>
 
First Onsite provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
First Onsite (and its Companies) participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I-9 to confirm work authorization.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Third party resume submissions not accepted. Any resume submitted will be considered the property of THE COMPANY, and THE COMPANY will not be held liable to pay a placement fee.
 
Subject to Federal, State and Local laws, regulations and/or ordinances, applicant must be able to pass Background Check and Pre-employment Drug Screen.
 Job Posted by ApplicantPro

National Client Relationship Manager

<h3>Job Description</h3>
Job DescriptionAbout GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.&nbsp;GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. Summary:The Bilingual Client Support Manager works with installers on our platform to ensure we’re delivering the best customer experience possible. The CSM will leverage “Big Data“ to identify areas of improvement with their Installers and collectively work together on improving the customer experience. Additional duties such as Installer audits and pipeline management help to ensure customer expectations and GoodLeap standards are being met. We strive to be a reliable and trustworthy ally that always delivers for both our customers and installers. Focusing on improving the customer experience and being a dependable teammate helps us live out our mantra of “finance made friendly“.Essential Job Duties &amp; Responsibilities:
<ul>
<li>Provide our customers with world-class customer service in Spanish and English</li>
<li>Be a supportive and collaborative partner our installers can rely on</li>
<li>Strategically partner with installers on ways to improve the customer experience</li>
<li>Act as the primary point of contact for escalated client issues, ensuring timely resolutions</li>
<li>Help resolve any questions or concerns our existing customers may have</li>
<li>Communicating with installers regarding past, present and future projects</li>
<li>Effectively managing a pipeline of projects to completion</li>
<li>Document client interactions and resolutions in the CRM system to maintain accurate records and track trends</li>
<li>Conducting monthly partner due diligence checks</li>
<li>Ability to analyze data and spot trends</li>
<li>Conduct collaborative investigations into possible fraudulent or suspicious activities</li>
<li>Provide timely and effective support to clients via email, phone, and chat</li>
<li>Maintain a positive and professional attitude in all client and customer interactions, building and maintaining strong relationships</li>
</ul>
Required Skills, Knowledge &amp; Abilities:
<ul>
<li>Ability to multitask</li>
<li>Work independently and collaboratively</li>
<li>Effectively interact with high profile partners</li>
<li>Superior organizational skills</li>
<li>Exceptional verbal and written skills</li>
<li>Excellent problem-solving abilities</li>
<li>Ability to work well under pressure and manage multiple priorities effectively.</li>
<li>Flexibility to adapt to changing priorities and business needs.</li>
<li>Time management</li>
<li>Solar knowledge preferred</li>
<li>Bilingual in Spanish required</li>
</ul>
Compensation:&nbsp;$22.00/hr Additional Information Regarding Job Duties and Job Descriptions: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you!&nbsp; Apply today!
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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