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As a Customer Support Principal, you'll be a strategic resource who is responsible for facilitating workflow between Customer Support and other departments, ie. PTG, to prioritize issues and enforce operational level agreements. You’ll be the highest level of subject matter expertise not only on the product, but also on Support processes and customers, allowing you to effectively represent Support as needed with other departments. You’ll navigate highly escalated or complex issues and proactively surface trends to leadership. As an expert you will regularly provide coaching and guidance to tenured resources and proactively consider continuous improvement initiatives. You will regularly coordinate with various resources across Support and other areas of the business on projects, product enhancements, challenges, and goals. What you'll do: <ul> <li>Represent Support as the liaison with PTG, ensuring effective filing and prioritization of defects as well as enforcing OLAs.</li> <li>Assume ownership to oversee Yodlee cases, defects, and meetings.</li> <li>Respond to complex tickets, assisting the team or taking ownership of advanced cases. </li> <li>Provide subject matter expertise for EAPs, preparing Customer Support for new functionality and identifying risks. </li> <li>Author and edit Knowledgebase content using KCS methodologies. </li> <li>Capture case trend data to assist in creating NFRs or business cases to reduce costs. </li> <li>Report service incidents or requests to internal groups, acting as a customer-facing liaison. </li> <li>Stay updated on product changes and rapidly learn new product functionalities. </li> <li>Be responsible for customer issues, collaborating across teams to ensure flawless service integration. </li> </ul>What you'll bring: <ul> <li>4-6 years of experience using, supporting, or consulting on Blackbaud Financial Edge software.</li> <li>Have an accounting background or experience, such as an Accounting degree, experience as accountant or bookkeeper, experience with accounting concepts, or experience with accounting softwares such as Quickbooks, Financial Edge, etc. </li> <li>Are skilled in diplomacy and tact when dealing with diverse individuals. </li> <li>Rapidly learn new concepts and ideas. </li> <li>Ask critical, insightful questions to facilitate problem-solving. </li> <li>Act as a calming influence in tense situations, providing direction and guidance. </li> <li>Integrate unrelated information to develop creative, strategic approaches. </li> <li>Accurately predict behaviors using keen insight into others. </li> <li>Work effectively in continually changing environments. </li> <li>Quickly identify key issues for important decisions. </li> <li>Anticipate obstacles and take timely steps to minimize impact. </li> <li>Create long-term strategies that anticipate customer needs. </li> <li>Have familiarity using or supporting Yodlee or other third-party financial aggregators used for bank feeds and credit card feeds preferred.</li> <li>Understand or have familiarity with APIs (Application Programming Interface) preferred.</li> </ul> #LI-REMOTE Stay up to date on everything Blackbaud, follow us on <a href="http://bit.ly/FollowUsLI" target="_blank">Linkedin</a>, <a href="http://bit.ly/2xn65ez" target="_blank">Twitter</a>, <a href="https://www.instagram.com/blackbaud/" target="_blank">Instagram</a>, <a href="http://bit.ly/2yNWNJH" target="_blank">Facebook</a> and <a href="https://bit.ly/BLKBYouTube" target="_blank">YouTube ​</a>Blackbaud is a remote-first company which embraces a flexible remote work culture. Blackbaud supports hiring and career development for all roles from the location you are in today!Blackbaud is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, or veteran status or any other basis protected by federal, state, or local law.To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.A notice to candidates: Recruitment Fraudulent Alert: Your personal information and online safety as a candidate mean a lot to us! At Blackbaud and our portfolio of companies, recruiters only direct candidates to apply through our official careers page at <a href="https://careers.blackbaud.com/us/en" target="_blank">https://careers.blackbaud.com/us/en</a> or our official LinkedIn page. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers, or conduct interviews via Skype. Anyone suggesting otherwise is not a representative of Blackbaud. If you are unsure if a message is from Blackbaud, please email <a href="#">blackbaudrecruiting@blackbaud.com</a>. The starting base pay is $77,700.00 to $104,500.00. Blackbaud may pay more or less based on employee qualifications, market value, Company finances, and other operational considerations.Benefits Include:<ul> <li>Medical, dental, and vision insurance</li> <li>Remote-first workforce</li> <li>401(k) program with employer match</li> <li>Flexible paid time off</li> <li>Generous Parental Leave</li> <li>Volunteer for vacation</li> <li>Opportunities to connect to build community and belonging</li> <li>Pet insurance, legal and identity protection</li> <li>Tuition reimbursement program</li> </ul>

Blackbaud

Financial Edge NXT Customer Support Principal

Job Description: Job Description The APAC Corporate Treasury Trade Support associate will be the front to back contact as it relates to trade structure and process flow within the APAC region. The candidate will be responsible for researching and aligning the various activities performed in the region. Alignment and implementation of activities will be driven by the Treasury Trade Control Single Process Inventory (SPI) and regional regulations and guidelines. The candidate will create and implement an action plan for activities needing migration and will perform such activities thereafter. Such activities in scope for alignment, but not limited to, are metric reporting, trade validation, reconciliations, reporting, end of day controls, trade amendments and new product reviews/approvals. The front to back understanding of the APAC support structure will be required in order for the candidate to sustain the level of customer service required by the APAC Front Office as well as to provide the OpEx/Change team with the needed capabilities required in the region. This role requires the candidate to be flexible in the work performed as the role is comprised of analysis of the activities needed but also performance of such activities once initial review and implementation occur. The candidate must be a self-starter and have the ability to work closely with Front Office, Back Office and other stakeholders to investigate and resolve the needs of the APAC region. The candidate will need to have a high sense of urgency and ability to multi-task and communicate effectively. Responsibilities: •Research and implement activities performed within the APAC process within Treasury Trade Control • Understand Front-to-back APAC support needs and communicate to the OPEX/Change regarding the needed capabilities •Timely and accurate management of trade validation and substantiation • Perform reconciliations and event monitoring for in scope trades. • Perform trade maintenance as required (e.g. lifecycle events, amendments) and ensuring trades feed to downstream systems as expected • Dealing with trade queries – work closely with Front Office, Back Office and other stakeholders to investigate and resolve trade booking issues, breaks and/or failed trades • Perform basic trade analytics to resolve trade queries • Production of daily reports – distribute daily reports to the Trading desk, Business Partners and Senior Management (requiring a high level of attention to detail) • Resolve queries – Investigate any issues raised to the team, liaising with Front Office, Back Office, Finance and/or the client as necessary. • Build and maintain relationships across senior business leads and support partners • Involvement in a broad range of initiatives across multiple platforms driven by both the Business and Trade Control and work to ensure they are effectively implemented and delivered as per the requirements • Metrics management and reporting to supervision/FO Requirements: • Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner • Excellent communications skills and ability to present to an audience • Ability to multi-task and manage time wisely • High Attention to Detail • Ability to work under pressure in a team environment • Ability to liaise with all levels of the firm and people with different experiences and backgrounds • Sense of urgency and understanding of break escalation • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate Other qualifications: ∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions ∙ Excels in working among diverse viewpoints to determine the best path forward ∙ Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner ∙ Commitment to challenging the status quo and promoting positive change. ∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base ∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Bank of America

Vice President, Global Corporate Treasury Trade Support, Global Markets Operations

<h2>Job Details</h2> Job Location AAON Tulsa - Tulsa, OK Position Type Full Time Travel Percentage Up to 25% Job Shift Day Job Category Sales <h2>Description</h2> Job Summary: Responsible for leading AAON’s customer service, warranty, and order-entry teams, ensuring exceptional support experience for our independent sales representatives and their customers. Also responsible for developing customer service procedures, implementing customer satisfaction strategies, and evolving AAON’s warranty program with a strategic focus on cost control and risk mitigation. Essential Job Duties and Responsibilities: <ul> <li>Leads and manages the daily operations of the customer service, warranty, and order entry-teams.</li> <li>Develops and implements customer service policies, procedures, and standards to ensure a consistently high-quality customer experience.</li> <li>Oversees all aspects of the warranty claims process, ensuring timely and accurate resolution while minimizing financial exposure and identifying opportunities for product and process improvements.</li> <li>Monitors customer service and warranty metrics (e.g., response time, resolution rate, satisfaction scores) and identifies opportunities for improvement.</li> <li>Interacts directly with customers and reps to resolve escalated customer concerns or complex issues to ensure prompt and effective resolution.</li> <li>Collaborates with internal teams (e.g., Sales, Operations, Engineering, Quality, Technical Support) to resolve customer issues, improve cross-functional workflows, and translate warranty data into actionable insights that enhance profitability and drive long-term performance improvements.</li> <li>Coaches and develops team members, providing ongoing development opportunities to enhance team capabilities while driving continuous improvement across all functions.</li> <li>Analyzes customer feedback and data to identify trends, root causes, and improvement opportunities, and proposes plans to address issues.</li> <li>Prepares and presents regular reports on customer service performance and warranty metrics to senior leadership.</li> </ul> <h2>Qualifications</h2> Education and Experience Requirements: Bachelor’s degree in Business Administration, Communications, or related field (or equivalent experience), and 10+ years’ experience in customer service and/or warranty, including at least 3 years in a leadership role. Knowledge, Skills, and Abilities: <ul> <li>Passion for customer service and commitment to delivering outstanding service and building long-term customer relationships.</li> <li>Working knowledge of warranty programs and practices.</li> <li>Demonstrated leadership and problem-solving skills.</li> <li>Proven track record of improving customer satisfaction and operational efficiency.</li> <li>Excellent communication, interpersonal, and conflict-resolution skills.</li> <li>Strong organizational skills and attention to detail.</li> <li>Experience with customer service software and CRM platforms.</li> <li>Ability to multitask, prioritize, and adapt in a dynamic environment.</li> </ul> Work Environment: <ul> <li>Primarily works in an office environment.</li> <li>Periodic visits to the manufacturing facility with seasonal hot and cold temperatures, dust, and some chemical fume exposure.</li> <li>Travels occasionally as needed.</li> </ul> Disclaimer: Please note 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 a time with or without notice. This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. The company reserves the right to revise this job description at any time. The employee must be able to perform the essential functions of the position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.

Aaon

Manager, Customer Service and Warranty

About 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 $30 billion in financing for sustainable solutions since 2018. 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. Position Summary The Application Support Operations Analyst is responsible for ensuring the business operates efficiently and effectively in meeting our internal customers’ needs through data gathering, reporting, and quantitative and qualitative research, providing insights that advise strategy and decisions for Application Support and other teams. Application Support Operations Analyst is responsible for ensuring the resolution of application and system issues for internal and external users of our proprietary software platform. This role has a customer-first mentality and strives to ensure their team provides the best service in the fastest and most efficient manner. The successful Analyst will use data to optimize internal processes, improve team workflows and drive efficiency. <h3>Essential Job Duties and Responsibilities </h3> <ul> <li>Identify, analyze, and interpret patterns and trends in complex datasets to pinpoint operational issues and improvement opportunities. Translate business questions into analytical and technical methodologies, working with large datasets to derive actionable insight. Distill those insights into compelling data-driven narratives to inform decisions and drive results, utilizing a solid understanding of GoodLeap products and systems.</li> <li>Develop and implement data collection methods, analytics, and other strategies to optimize statistical efficiency and quality. Establish measurement methods of process effectiveness and efficiency. Ensure cleanliness of data by reviewing regular reports and performance indicators to locate and correct errors or enhancement opportunities.</li> <li>Work on projects and tasks as assigned by your manager, regularly providing updates to senior leaders, stakeholders, partners, etc. Effectively tailor communications to the appropriate audience to ensure broad awareness and understanding.</li> <li>Work to understand customer pain points and monitor trends and patterns. Advocate better customer experience and support processes serving Application Support team members, internal customers, and external user.</li> </ul><h3>Required Skills, Knowledge and Abilities </h3> <ul> <li>Proven prior working experience as an Operations Analyst or Business Data Analyst</li> <li>Hands on experience using and interfacing with API’s</li> <li>Hands on proven experience, leveraging SQL, Excel, Tableau and CRM systems, such as Salesforce. </li> <li>Technical background with a keen understanding of broader business needs and strategy</li> <li>Demonstrated understanding and advocacy for knowledge centered support</li> <li>Proven ability to collaborate across all departments, leveraging your technical writing and strong presentation skills </li> <li>Proven ability to deliver projects on-time by leveraging your experience in development processes, work estimation, and optimal resource allocation</li> <li>Ability to juggle multiple projects and prioritize work accordingly </li> <li>Technology exposure to AWS Services like CloudWatch, DynamoDB, Elastic search, Cognito, S3, IAM etc.</li> <li>Critical thinking skills</li> <li>Keen interest in learning proprietary software </li> <li>Bachelor’s Degree or equivalent experience</li> <li>Experience with Loans or FinTech (preferred)</li> </ul>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! Apply today!

GoodLeap LLC

Application Support Operations Analyst

U.S. Department of Veteran Affairs

RN-Caregiver Support Program Clinical Assessor

J.P. Morgan

Relationship Banker - Oklahoma North Market - Tulsa, OK

TJ MaxxAt TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer. Job Description:Opportunity: Grow Your CareerResponsible for promoting an excellent customer experience. Oversees a team of Associates at front of store ensuring prompt, courteous customer service and promotion of loyalty programs. Leads by example by engaging and interacting with all customers, and maintaining a clean and organized store. Role models outstanding customer service.<ul> <li>Creates a positive internal and external customer experience</li> <li>Promotes a culture of honesty and integrity; maintains confidentiality</li> <li>Takes an active role in training and mentoring Associates on front end principles</li> <li>Trains and coaches Associates on personalizing the customer experience while promoting loyalty programs</li> <li>Assigns registers, supports and responds to POS coverage needs, and coordinates breaks for all Associates</li> <li>Addresses customer concerns and issues promptly, ensuring a positive customer experience</li> <li>Ensures Associates execute tasks and activities according to store plan; prioritizes as needed</li> <li>Communicates accurately and effectively with management and Associates when setting and addressing priorities; provides progress updates</li> <li>Provides and accepts recognition and constructive feedback</li> <li>Partners with Management on Associate training needs to increase effectiveness</li> <li>Ensures adherence to all labor laws, policies, and procedures</li> <li>Promotes credit and loyalty programs</li> <li>Supports and participates in store shrink reduction goals and programs</li> <li>Promotes safety awareness and maintains a safe environment</li> <li>Other duties as assigned</li> </ul>Who We’re Looking For: You.<ul> <li>Available to work flexible schedule, including nights and weekends</li> <li>Strong understanding of merchandising techniques</li> <li>Capable of multi-tasking</li> <li>Strong communication and organizational skills with attention to detail</li> <li>Able to respond appropriately to changes in direction or unexpected situations</li> <li>Team player, working effectively with peers and supervisors</li> <li>Able to train others</li> <li>1 year retail and 6 months of leadership experience</li> </ul>Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care &amp; cell phone discounts; pet &amp; legal insurance; credit union; referral bonuses. Those who meet service or hours requirements are also eligible for: 401(k) match; medical/dental/vision; HSA; health care FSA; life insurance; short/long term disability; paid parental leave; paid holidays/vacation/sick; auto/home insurance discounts; scholarship program; adoption assistance. All benefits are provided in accordance with and subject to the terms of the applicable plan or program and may change from time to time. Contact your TJX representative for more information.In addition to our open door policy and supportive work environment, we also strive to provide a competitive salary and benefits package. TJX considers all applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status, or based on any individual's status in any group or class protected by applicable federal, state, or local law. TJX also provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law.Address:8228 East 61st StreetLocation:USA TJ Maxx Store 0336 Tulsa OKThis position has a starting pay range of $13.00 to $13.50 per hour. Actual starting pay is determined by a number of factors, including relevant skills, qualifications, and experience.

Full Time Customer Experience Coordinator

<h1>We're building a new healthcare clearinghouse</h1>In the healthcare sector, the Health Insurance Portability and Accountability Act of 1996 (HIPAA) requires that all insurance payers exchange transactions such as claims, eligibility checks, prior authorizations, and remittances using a standardized EDI format called X12 HIPAA. A small group of legacy clearinghouses process the majority of these transactions, offering consolidated connectivity to carriers and providers.Stedi is building the world’s only API-first clearinghouse. By offering modern API interfaces alongside traditional real-time and batch EDI processes, we enable both healthcare technology businesses and established players to exchange mission-critical transactions.Stedi has lightning in a bottle: engineers and designers shipping products week in and week out; a lean business team supporting the company’s infrastructure; passion for automation and eliminating toil; $92 million in funding from top investors like Stripe, Addition, USV, Bloomberg Beta, First Round Capital, and more.<h2>What we are looking for</h2>Stedi is an API-first healthcare clearinghouse. By offering a modern API interface for running eligibility checks, processing claims, and ingesting ERAs, healthcare technology businesses are able to exchange transactions with payers without dealing with the EDI protocol or carrier-specific connectivity.We are looking for a Customer Success Engineer to join our growing team. You will work in a fast-paced environment and will be critical to helping our customers realize the full value of our product while representing the voice of the customer internally as we iterate and expand our feature functionality.<h2>Who you are</h2><ul> <li>You have subject matter expertise in revenue cycle management: You understand the full cycle of how healthcare technology companies run eligibility checks, submit claims, and process claim statuses and ERAs. You have several years working at an RCM company or managing the RCM inside of a healthcare organization.</li> <li>You are exceptional at staying on top of many open threads simultaneously. You are hyper-responsive, organized, and thorough. You almost never drop balls.</li> <li>You have deep customer empathy. You can quickly understand a customer’s needs while also having the ability to get into the weeds on technical areas of a product to ensure they’re getting the most value. You keep customers at the center of your work and always prioritize customer relationships.</li> <li>You have a product mindset. You go beyond helping customers with the task at hand. You are able to intuitively understand product gaps and are able to articulate those to the engineering team, and ensure those requirements satisfy the customer's needs.</li> <li>You do what it takes to get the job done. You are resourceful, self-motivating, self-disciplined, and don’t wait to be told what to do. You put in the hours.</li> <li>You have experience in customer facing roles: You have experience in customer facing roles; ideally within customer success, technical support, or adjacent roles.</li> <li>You move fast. We move fast as an organization. Our median response time to customers during business hours is 3.4 minutes. This requires an ability to match our pace and not get lost by responding with urgency (both externally to customers and internally to stakeholders), communicating what you are working on, and proactively asking for help or feedback when you need it.</li> </ul><h2>What you'll do</h2><ul> <li>Support new customers from proof-of-concept through production to ensure they have everything they need to process production claims and eligibility checks as quickly as possible.</li> <li>Collaborate with customers via dedicated Slack channels.</li> <li>Triage requests from customers who need help utilizing our products or understanding payer responses to claims, remittances, and eligibility checks.</li> <li>Identify product gaps and relay those as well-documented issues to our product and engineering teams for review and implementation.</li> <li>Contribute to external documentation and internal runbooks to ensure we are building up a knowledge base of frequently asked questions with the goal of enabling self-service customer adoption.</li> <li>Utilize data to improve our ability to proactively anticipate customer needs, track overall customer health, and improve retention.</li> <li>Capitalize on your RCM expertise to uplevel your peers across sales, solutions engineering, and customer success.</li> </ul>At Stedi, we're looking for people who are deeply curious and aligned to our ways of working. You're encouraged to apply even if your experience doesn't perfectly match the job description.

Stedi

Customer Success Engineer

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. <h4>The Role</h4> The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Manager, cross-functional R&amp;D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $110,000 - $171,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Have a deep understanding of Addepar's Key &amp; Strategic Client segment including industry challenges, and goals, coupled with a strong understanding of how they are using Addepar to increase client adoption, growth, and ensure account retention</li> <li>Provide strategic oversight during the entire client journey, including implementation, optimization, growth, renewal so your team can deliver a seamless handover of knowledge and responsibilities where appropriate</li> <li>Partner with your Account Manager to deliver quarterly business reviews to align on business priorities, optimization opportunities, Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights.</li> <li>Be the voice of the client to Product Management, Product Marketing, Support, Renewals, Services, Finance, etc. building strong working relationship with each to ensure client success and consistency of contact</li> <li>Build and maintain a high level of client happiness and reference-ability by successfully diagnosing business operations of clients and prescribing appropriate solutions and Services.</li> <li>Key to the position is strong leadership capabilities which include building, cultivating and supporting a high-performance team, supporting team objectives and driving client success. This person must have a successful track record of: collaborating with multiple cross-functional team members, including sales, marketing, R&amp;D, Finance and Legal; interacting regularly with senior level leaders and C-level management to ensure GTM objectives are met. They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community.</li> </ul> <h4>Who You Are </h4> <ul> <li>10+ years of experience or (5 years + MBA) in working in a client facing role with proven track record an in-depth knowledge of our strategic client segment</li> <li>Strong work ethic, upbeat, proactive, standout colleague</li> <li>Excellent problem solving, communication, organization, and time leadership skills</li> <li>Data and metric driven</li> <li>Flexibility and ability to adapt to new demands; strong sense of urgency</li> <li>Assertiveness, candor, and a “company first” mentality</li> <li>Minimum of Bachelor’s Degree or equivalent experience</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Addepar

Sr. Client Success Manager - Strategic

<a href="#">Return to Job Search</a> <h2>Customer Service Representative</h2> Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company’s exceptional service and ensuring that customers get all the help they need on their journeys by inspecting and maintaining equipment. As well as assisting customers, using up-to-date technology to dispatch and return equipment. This position offers on-the-job education. Our motto is 'Hire Fast, Pay Fast.' You can start today and get paid today! Schedule two hands-on working interviews and get paid for each. We also offer a $100 hiring bonus! In addition, we offer a $300 cash bonus, paid upon completion of U-Haul Equipment Inspection and Verification through our 1-2-3 Punch Certification Program at retail stores. U-Haul Offers: <ul> <li>Career stability</li> <li>Opportunities for advancement</li> <li>Mindset App Reimbursement</li> <li>Gym Reimbursement Program</li> <li>Health insurance &amp; Prescription plans, if eligible</li> <li>Paid holidays, vacation, and sick days, if eligible</li> <li>Life insurance</li> <li>MetLaw Legal program</li> <li>MetLife auto and home insurance</li> <li>Discounts on Apple products, Dell computers, cell phone plans, hotels, and more</li> <li>401(k) Savings Plan</li> <li>Employee Stock Ownership Plan (ESOP)</li> <li>24-hour physician available for kids</li> <li>Dental &amp; Vision Plans</li> <li>Business travel insurance</li> <li>You Matter EAP</li> <li>LifeLock Identity Theft Protection</li> <li>Critical Illness/Group Accident Insurance</li> <li>Dave Ramsey’s SmartDollar Program</li> </ul> Customer Service Representative Responsibilities: <ul> <li>Assist customers inside and outside a U-Haul center with U-Haul products and services.</li> <li>Use smartphone-based U-Scan technology to manage rentals and inventory.</li> <li>Move and hook up U-Haul trucks and trailers.</li> <li>Clean and inspect equipment on the lot including checking fluid levels.</li> <li>Answer questions and educate customers regarding products and services.</li> <li>Prepare rental invoices and accept equipment returned from rental.</li> <li>Install hitches and trailer wiring.</li> <li>Fill propane (certification offered through U-Haul upon employment)</li> <li>Drive a forklift (certification offered through U-Haul upon employment)</li> <li>Other duties as assigned</li> <li>Participate in ongoing continuous U-Haul education through U-Haul University.</li> </ul> Customer Service Representative Minimum Qualifications: <ul> <li>Valid driver’s license and ability to maintain a good driving record</li> <li>High school diploma or equivalent</li> </ul> Work Environment: The work involves moderate risks or discomforts which require special safety precautions, e.g., working around moving parts or machines, fumes or irritant chemicals. May be required to use protective clothing or gear such as masks, goggles, gloves or shields. Physical Demands: The work requires some physical exertion such as long periods of remaining stationary, moving around indoors and outdoors, positioning oneself to reach objects at varying heights and moving equipment weighing a minimum of 50 lbs. assisted or unassisted. U-Haul is an equal opportunity employer. All applications for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state, or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.

138 Customer Service Jobs in Jenks, OK, USA