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<h2>Job Details</h2> Level Experienced Job Location Community Care College - Tulsa, OK Position Type Part Time Education Level High School Job Category Education <h2>Description</h2> The Customer Relations Specialist will be the first point of contact for the public, on the phone and in person, creating an environment of excellence in customer service. Answering a multi-line phone system, project management, becoming well-versed in admissions, and taking lead calls from prospective students. Will assist other departments daily with administrative and clerical duties. Primary Responsibilities: <ul> <li>Greet all visitors entering and exiting the building</li> <li>Answer multi-phone lines</li> <li>Transfer calls, retrieve and take messages</li> <li>Train with Admissions Department on lead calls</li> <li>Maintain communication with the maintenance and housekeeping departments</li> <li>Assist Admissions with bulk mail-outs as needed</li> <li>Print school catalogs and other school-related documents</li> <li>Accept and sign for deliveries</li> <li>Sort incoming and outgoing correspondence, distribute received faxes</li> <li>Maintain front desk supplies and place orders as needed</li> <li>Answer questions for prospective students (as much as possible) if Admissions is not available</li> <li>Assist new students on their first day</li> <li>Develop strategies and carry out routine office duties to achieve efficiency and effectiveness</li> <li>Develop and maintain efficient filing systems as needed</li> <li>Handle confidential materials relevant to company business</li> <li>Organize materials and data appropriately in both hard and electronic formats</li> <li>Executing special projects as assigned</li> <li>Produce high-quality communications, oral and written, on behalf of the College</li> <li>Prepare reports and other documents when necessary</li> <li>Manage projects that may include researching, typing, compiling data, and communicating with various individuals or departments to obtain appropriate information</li> <li>Interact daily with students (customers), management, vendors, and employees ensuring that high-quality standards and corporate values are portrayed on behalf of the College</li> <li>Report all complaints to the supervisor or general manager</li> <li>Complete incident/accident/compliant forms when needed for HR</li> <li>Resolve customer issues and requests in an efficient and quick manner</li> <li>Participate in a minimum of two professional developments per year.</li> </ul> Benefits: <ul> <li>Health Insurance</li> <li>Dental Insurance</li> <li>Vision Insurance</li> <li>Life insurance</li> <li>Generous PTO policy</li> <li>Personal days</li> <li>Paid holidays</li> <li>Birthday holiday</li> <li>Bereavement</li> <li>Volunteer Day</li> <li>Educational Assistance Program</li> <li>401k retirement plan</li> <li>401k match</li> <li>Discounted gym membership</li> <li>Free monthly services</li> <li>Community service benefit</li> </ul> <h2>Qualifications</h2> Skills &amp; Abilities: <ul> <li>Must have high regard for personal hygiene</li> <li>Professional appearance</li> <li>Welcoming, friendly, positive outgoing personality</li> <li>Must excel in customer service</li> <li>Clear, concise communications skills</li> <li>Excellent organizational skills</li> <li>Ability to maintain confidentiality is a must</li> <li>Computer literacy required, with advanced proficiency in using the internet, email, software/apps such as Google Workspace, Microsoft Office (MS Word, Excel, PowerPoint)</li> <li>Ability to quickly learn other basic campus management software</li> </ul> Education &amp; Experience: <ul> <li>High School Diploma or equivalent (required)</li> <li>Associate degree from an accredited institution (preferred)</li> <li>Minimum of two years of customer service experience (required)</li> <li>Two years of front desk/administrative experience (preferred)</li> </ul>

Oklahoma Technical College, Tulsa

Customer Relations Specialist

Req ID: 75982 Location: Tulsa -TUL Areas of Interest: Bank Operations Pay Transparency Salary Range: Not Available Application Deadline: 02/08/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> If you are interested in a career as a Client Solutions Professional, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. As an industry-leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small, when we work together to build relationships. <h2>Job Description</h2> Responsible for receiving, researching and responding to all legal orders for the BOKF, N.A. footprint including but not limited to Subpoenas, Summons, Garnishments, Levies and other legal requests/services. This position may at times be responsible for initiating collection activities on mid-stage to late delinquency accounts or those in escalated legal status. <h2>Team Culture</h2> We live the company values in everything we do and act with honor and transparency. Integrity sets the foundation for team members to build trust with one another and build relationships. We are a high spirited team that likes to have fun. Positive feedback from customers is recognized and rewarded frequently. The team has the autonomy to make calls and complete requests without micromanagement. You are responsible for your performance. Management shares performance and quality control feedback on a regular basis. <h2>How You'll Spend Your Time</h2> <ul> <li>Each day offers challenges as well as growth opportunities. You will continuously be learning. You will face unique challenges and problems with customers. By answering customer questions and providing education, you’ll get a broad view of banking. </li> <li>You will provide exceptional customer service at the forefront of your role as you support Consumer Banking, Private Wealth, Business Banking, Commercial Banking, Financial Crimes, Corporate Security, BOMC and Legal Processing.</li> <li>You will counsel delinquent customers and work to establish formal and informal repayment plans, settlements, and work out plans.</li> <li>Accuracy is crucial. Knowing your daily tasks and whom to ask for assistance are vital. Each Client Solutions Professional has set goals to achieve.</li> <li>Time Management is a critical for meeting deadlines and court ordered compliance dates and ensures the reputation of the bank. You will prioritize requests from various sources and platforms for financial relationship data, bank generated documents, calculate balances/financial data and escalate concerns to leadership.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of an Associate’s Degree and 1-2 years of collections, branch banking, or customer service experience or equivalent combination of education and experience. <h2>Working Conditions &amp; Physical Requirements</h2> Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

Client Solutions Professional I

Tulsa Zoo

Guest Services Ambassador

Req ID: 75975 Location: Tulsa -TUL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 02/07/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Formula Based <h2>Summary</h2> A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. <h2>Job Description</h2> The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and investment management. The CSA is responsible for developing relationships with clients and assisting clients with inquiries and problem resolution by performing research on various systems. The CSA is responsible for ensuring best in class client experience by supporting Wealth Advisors, Bankers, Trust Officers, and managers’ efficacy through various technical duties. <h2>Team Culture</h2> We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team-oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence. <h2>How You'll Spend Your Time</h2> <ul> <li>You will serve as the first point of contact for clients with high net worth portfolios</li> <li>You will directly communicate with the clients you support for any service needs on their portfolio </li> <li>You will develop relationships with your clients and bankers you support </li> <li>You will work directly with Bankers, Trust Officers, and Financial advisors and recommend potential needs that you uncover for your clients during service interactions </li> <li>You will perform research and communicate resolutions to your clients </li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor's degree with 3-4 years' experience; or 8-9 years equivalent work-related experience. <h2>Working Conditions &amp; Physical Requirements</h2> Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Client Service Associate

<h3>At TDW we put people first - that means working everyday to ensure the pipelines that run through our communities are operating safely and reliably. What sets us apart is our expertise, experience and commitment.</h3>Each day we dedicate ourselves to treating each other, our customers and our community with care and respect.OverviewPrimarily responsible for providing exceptional support and service to an assigned portfolio of key accounts, ensuring their satisfaction and loyalty. This role bridges the gap between sales and customer support, reduces churn, and keeps a “high-level view” of the support process.Collaborates closely with the outside sales team, commercial operations and manufacturing to provide quotes, orders, lead times and service capacity, product and services questions and application specific needs.Key ResponsibilitiesPrimary duties may include, but are not limited to:<ul> <li>Build product &amp;/or service-related quotes by interpreting customer specs and requirements.</li> <li>Lead the internal processes to ensure a quick resolution to issues with quotes, questions or issues.</li> <li>Will act as the point of contact to support customer requests or the outside salesperson.</li> <li>Troubleshoots to assist strategic customers in regard to quotes, lead times, product &amp;/or services questions and product &amp;/or services questions and applications.</li> <li>Meets regularly with assigned account teams and co leads with outside sales to review all open quotes/opportunities/orders/issues.</li> <li>Ad hoc reporting as requested. </li> </ul>Experience<ul> <li>Bachelor’s Degree Required, or any combination of education and experience, which would provide an equivalent background</li> <li>Significant technical sales experience with solution-oriented selling. 5-10 years</li> <li>Project Management Experience preferred.</li> </ul>Knowledge, Skills, and Abilities<ul><li>In depth knowledge of the Pipeline and/or Oil &amp; Gas industry</li></ul>

T.D. Williamson

Sales Support Specialist

Req ID: 75925 Location: Tulsa -TUL Areas of Interest: Commercial Banking Pay Transparency Salary Range: Not Available Application Deadline: 01/19/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Formula Based <h2>Summary</h2> Developing new business, cross-selling our services, and providing five-star client service will drive your success. You will develop in-depth knowledge of our products and services and analyze client and prospects’ needs to recommend appropriate products and services. Your knowledge of lending, credit underwriting and treasury will position you to advise our clients on solutions to protect and grow their business. You will assist more senior officers or department managers in handling complex loans and serve as a resource to less experienced loan officers in the areas of marketing, new business development, and loan analysis and servicing and offer functional guidance. You will participate in the underwriting and credit approval process, prepare credit presentations, and identify key risk factors. You’ll obtain credit approval, negotiate terms, and document credit actions and agreements, and facilitate the resolution of operational problems for customers. <h2>Job Description</h2> The Commercial Relationship Manager IV is primarily responsible for making and servicing business and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured, which are the most complex in nature. Handles the largest, most profitable customer relationships within the dept. Provides subordinate officers with functional guidance. <h2>Team Culture</h2> Our integrity, leadership, focus, and respect for one another are a winning combination. In collaboration with our partners across the enterprise, we provide the right foundation for closing business, creating long-term relationships with clients, and nurturing new ones. We are driven by the lifecycle of what we do. It’s a marathon, not a sprint where you can chart your course. Each market strives to operate in a way that provides the best outcomes. Our micro team concept allows us to support one another and take ownership. We praise one another for a job well done. We celebrate achievements. Your access to senior and executive leadership is something that sets our organization apart from others. We help clients achieve their goals, take care of them by growing our book of business, and have fun doing it. <h2>How You'll Spend Your Time</h2> <ul> <li>You will use your business savvy to identify new prospects and develop new business opportunities.</li> <li>You will use your knowledge of our products and services to make recommendations to our clients to help them enhance their business. </li> <li>You will use your financial acumen and analytical skills to understand data to make informed decisions.</li> <li>You will use your credit acumen to make recommendations for deal approval, structuring loans, mitigating and identifying risk, and complying with regulations.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s degree and 8-10 years experience in commercial lending or 14-16 years equivalent experience. <h2>Working Conditions &amp; Physical Requirements</h2> Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Relationship Manager IV - Corporate Banking

<a href="#">Apply</a> Job Type Full-time Description The philosophy of our organization is that all people have the right to live without fear, abuse, oppression, and violence. Our advocacy programs embrace the philosophy that people experiencing violence and/or abuse have the potential to control their lives and can be helped in doing so through support, information, and encouragement. We believe that our organization should model behavior that is nonviolent and uses power responsibly for personal and organizational action and growth. Position Summary The Bilingual Survivor Advocate &amp; Community Liaison serves as an advocate, case manager, and point of contact between OHS and DVIS in order to provide client services, education, and consultation to those working with and those impacted by domestic and/or sexual violence. This position supports survivors through crisis intervention and case management while fostering a positive shelter environment. They collaborate with internal teams, external agencies, and OHS to enhance service delivery and communication. This role involves representing DVIS in community outreach and educational efforts. They also ensure coordination between DVIS and OHS to meet client needs and maintain effective service plans. Essential Duties &amp; Responsibilities Priority 1: Equity and Inclusion <ul> <li>Reflect and understand how identities could give advantages in the workplace—even if they are not asked for or earned—while others might experience disadvantages. Reflect on how our position and power may shift depending on the environment, the people, or the institutions at play. Build the awareness and compassion that is needed and expected to create an equitable and inclusive workplace. </li> <li>Create an inclusive environment and behave in a way that ensures that clients and employees feel embraced, no matter what their cultural orientations are, respected and valued, engaged, and connected to the community, and safe from abuse and harassment.</li> </ul> Priority 2: Advocacy, Case Management, and Crisis Intervention <ul> <li>Perform entries, intakes, and needs assessments; create individualized service plans, and make referrals to community resources.</li> <li>Provide individual case management to address identified needs such as education assistance and housing. </li> <li>Document and maintain charts per DVIS guidelines and professional standards, and assist clients in obtaining needed services and completing necessary paperwork for safe housing.</li> <li>Offer supportive services, including safety planning, introducing DVIS services, and transporting clients to essential appointments to enhances safety and stability. </li> <li>Promote a positive, clean environment within the shelter for both residents and employees.</li> <li>Organize and conduct psychoeducational groups and supportive activities for safe housing clients and serve as an educator on relevant topics such as safety and life skills.</li> <li>Maintain a comprehensive directory of local services including housing, financial assistance, educational assistance, job training, job placement, childcare, and other community resources.</li> <li>Develop and present curriculum for client financial health/literacy workshops, resume development, interview skills, job placement, and other pertinent skills.</li> </ul> Priority 3: Collaboration and Liaison <ul> <li>Collaborate with other DVIS departments, federal, state, and local agencies to meet the needs of all DVIS clients. </li> <li>Act as a liaison between DVIS and OHS. Assist in improving services for clients and interagency communication. </li> <li>Attend Child Safety and other inter-disciplinary team meetings with OHS as scheduled. </li> <li>Train and educate OHS staff on domestic violence dynamics through formal training and informal attendance at family case conferences. </li> <li>Coordinate OHS-requested information/documentation and maintain open communication with OHS and court staff to advocate for the best interest of the family.</li> <li>Assist clients with transportation needs and coordinate care to ensure OHS and court-ordered plans are workable and goals are met.</li> </ul> Other Duties &amp; Responsibilities Other Duties/Responsibilities: Other assistance to support the overall goals of the department and organization. DVIS retains the right to add or change duties and/or responsibilities at any time. Supervisory Responsibilities: None Budgetary/Fiscal Responsibilities: None Responsibility for Confidentiality: The nature of this position requires safeguarding against the release of confidential and proprietary information of DVIS and its clients. Contact with Others: This position will interact with managers at all levels and staff members across the organization, in addition to members of external organizations and the public Requirements Education: Bachelor’s degree in a helping profession or in a related field preferred, or any equivalent combination of education and/or experience or lived experience. Experience: Experience working with a nonprofit and with clients are strongly preferred, or any equivalent combination of experience, lived experience, and/or special skills. Knowledge, Skills, and Abilities: Proven computer skills including Microsoft, Adobe, Canva, and an Electronic Health Record are necessary. Knowledge of or experience working with social justice issues, specifically intimate partner, and gender-based domestic and sexual violence, and racial, class, gender, sexual orientation issues, and intervention/prevention services strongly preferred. Requires dedication to diversity, equity and inclusion, excellent organizational skills, written and oral communication skills, attention to detail, and ability to prioritize work and tasks. Requires adaptability to produce and meet deadlines in a fast-paced, multi-task and changing environment, with frequent pressure related to meeting deadlines and scheduling requirements. Must be able to work independently and as part of a team. Must have the ability to handle sensitive information with diplomacy. Requires the ability to embrace, support, and integrate DVIS’s philosophies to promote and demonstrate DVIS’s commitment to diversity, inclusion, equity, and anti-racism. Experience applying an equitable analysis to all duties to achieve organizational goals and demonstrate DVIS’s commitment to diversity, inclusion, equity, and anti-racism preferred. Diplomacy at confronting personal, individual, and internal discrimination requiring sharing and discussing personal identities relative to the work environment strongly preferred. Requires sophisticated emotional intelligence and resiliency skills to lead and/or actively participate in advancing our work relative to racial, social, and economic justice. Schedule Availability: Monday through Friday, 8:30 am to 5:00 pm, some evenings may be required. Total of 40 hours per week. Licenses/Certifications: Valid driver’s license required; current CPR and First Aid certification preferred. Physical Requirements The physical demands described here are representative of those that must be met to successfully perform the essential functions of this position. Reasonable accommodations may be made when requested to enable individuals with disabilities to perform the essential functions. Ability to communicate and understand in English [and insert language] effectively, in person, and in writing. Ability to hear adequately in person and by phone, in personal and group settings, and function with periodic distractions such as people, telephone calls, and noise. Ability to work with, and process information from, a variety of individuals and media (e.g., computers, projected images, printed materials), and occasional sitting and/or standing for long periods of time. Mobility necessary to access various offices and a wide variety of settings. Mobility necessary to perform a variety of tasks that involve intermittent standing, walking/traversing, sitting, stooping, kneeling, bending, and twisting, occasionally climbing stairs or using an elevator, and possibly reaching chest high and overhead for materials. Ability to reach for, move and/or lift up to [#] pounds and the use of hands to finger, handle, or feel objects, tools, or controls, including frequent repetitive movement such as extended periods of keyboarding.

DVIS

Bilingual Survivor Advocate & Community Liaison

<a href="#">Apply</a> Description 1:1 Direct Support Professional Full-Time &amp; Part-Time, Hourly $12.00-14.00/hour Up to $800 referral bonus In-Home Support Direct Support Professional (DSP) opportunities available! Work one-on-one with clients in the comfort of their own homes, providing care and support tailored to their unique needs. We offer both full-time and part-time positions across multiple locations in the Tulsa area. ? Shifts: Varies Mondays-Sundays ? Schedules: Varies Mondays-Sundays ? Locations: Owasso, Tulsa, Broken Arrow, &amp; Claremore More about A New Leaf and this position: Since A New Leaf was founded in 1979, our mission has been to provide job training, life skills and residential services to elevate confident independence and self-sufficiency for people with intellectual and developmental disabilities and autism. This position is a companion to individuals with developmental disabilities and assists them in acquiring daily living skills. Providing daily support which includes but not limited to: personal care, daily meal preparation, medication administration, daily activities, transportation, and continued focus on implementation of individualized objectives. Benefits include: ? Paid time off ? Health, vision, dental, short- and long-term disability, and life insurance options ? Matching 403b ? Career advancement opportunities (we like to promote from within!) Requirements Qualifications: ? Must be at least 18 years of age ? Must be able to drive, have and maintain a valid Oklahoma driver’s license. ? Must always have and maintain car insurance coverage. ? American Sign Language - ASL - preferred ? Must be able to pass a state and federal background check. ? Must maintain eligibility to operate agency vehicles. ? Physical capacities must include bending, stooping, lifting at least 40 pounds, and the ability to lift, transfer, and position individuals served. ? Must be able to work with frequent interruptions, deal with diverse personalities during difficult/sometimes stressful situations and still complete job assignments. ? Must be able to communicate orally, both over the phone and face-to-face. ? Must be able to prepare and read written documentation as well as perform and understand basic mathematical functions. ? Must follow policy and procedures of A New Leaf, Inc. ? Ensures all individuals served are safe in their environment and program participation. ? Must fulfill all training and in-service requirements necessary to work with individuals served within the timeframe required by A New Leaf, Inc. and the State of Oklahoma.

A New Leaf

1:1 Direct Support Professional

Classification: Exempt Reports To: Client Services Manager Company Overview MyHealth Access Network is a 501(c)(3) non-profit statewide Health Information Exchange (HIE) that provides cutting-edge technology solutions to improve patient care by facilitating collaboration between providers. We coordinate care across various agencies, supporting not only physical health but also addressing social determinants of health. MyHealth also empowers community-wide initiatives aimed at improving health and empowers patients facing social difficulties through screening and referral to essential life services. Our commitment to the 5 rights of health information—right patient, right provider, right information, at the right time, in the right setting—ensures better patient outcomes while safeguarding individual privacy. Position Summary We are seeking a dedicated Account Relationship Manager (ARM) specializing in Medical Insurance Providers (Payers) and Accountable Care Organizations (ACOs). This role will be focused on understanding the unique needs of these clients, particularly around data quality, reporting, care management, quality measures, and value-based care initiatives. The ARM will be the key liaison ensuring that payers and ACOs leverage MyHealth’s services to improve their data-driven decision-making and care coordination. Key Responsibilities Include: 1. Relationship Building and Outreach Responsibilities: <ul> <li>Build and maintain long-term relationships with Payers and ACOs, ensuring that their data and reporting needs are met through our HIE services.</li> <li>Serve as a subject matter expert on data quality, healthcare analytics, and value-based care programs (e.g., Quality Measures, HEDIS, ACO reporting).</li> <li>Act as the liaison between Payer/ACO clients and internal teams to ensure the successful delivery of MyHealth products and services.</li> <li>Collaborate with cross-functional teams to ensure that data quality and reporting standards meet the requirements of Payers and ACOs.</li> <li>Track key performance metrics and client engagement, focusing on improving outcomes in care coordination, quality reporting, and population health.</li> <li>Regularly communicate updates, progress, and future initiatives to Payer and ACO leadership.</li> <li>Assist in resolving any data-related issues or escalations, working with internal teams to implement solutions.</li> </ul> Qualifications: <ul> <li>3+ years of experience working with or within Payers, ACOs, or healthcare organizations, particularly focused on data quality, reporting, and care management.</li> <li>Strong knowledge of healthcare data standards, including claims data, quality measures, and population health metrics.</li> <li>Familiarity with claims data and All Payer Claims Databases, and understanding how these can be utilized to drive product development and improve client engagement.</li> <li>Experience working with Healthcare Information Exchanges (HIEs) or similar healthcare data-sharing platforms.</li> <li>Excellent communication skills with the ability to engage senior leaders and C-suite executives within Payer organizations.</li> <li>Proficiency in Microsoft Office, especially Excel, PowerPoint, and CRM systems (preferably Salesforce).</li> </ul> Education/Experience: <ul> <li>Bachelor’s Degree in Healthcare Management, Business, or related field preferred.</li> <li>Experience with care management tools, healthcare analytics platforms, or HIE systems.</li> <li>Experience managing contracts with Payers, ACOs, and understanding population health initiatives and quality measure reporting.</li> </ul> Supervisory Responsibilities: None Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; stand; walk; use hands to finger, handle or feel; and reach with hands and arms. The employee is required to lift a maximum of 30 pounds. Position Type/Expected Hours of Work This is a remote position. The employee must have a private location from which to work, with Internet access and a personal smartphone with capability to be secured and have support for SMS, apps for multifactor authentication and remote hotspot (technology stipend provided to help offset costs). Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 8:30 a.m. to 5 p.m. CST. and must work 40 hours each week to maintain full-time status. Work Environment This job operates in a professional virtual office environment (Remote). This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, fax machines, paper binders and paper cutters. While performing the duties of this job, the employee is regularly required to read (see), talk and hear. The employee frequently is required to sit; stand; walk; use hands to finger, handle or feel; and reach with hands and arms. The employee is required to lift a maximum of 30 pounds. Travel Occasional travel may be required in support of on-site meetings, projects and customers, primarily local and statewide. AAP/EEO Statement MyHealth expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability or veteran status. Other Duties 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. The following are always expected: <ul> <li>Comply with employee handbook</li> <li>Be prompt and on time</li> <li>Communicate clearly</li> <li>Treat others with respect</li> <li>Maintain confidentiality where appropriate</li> <li>Be honest and open with questions, concerns and feedback for others</li> </ul>

MyHealth

Account Relationship Manager - Payers & ACOs

<h3>About SmartAsset:</h3> SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020. About You: We are seeking energetic sales professionals who are passionate about developing relationships and creating positive user experiences. As a Client Experience Specialist, you will join the fastest growing part of our business, helping thousands of Americans find and speak with financial advisors throughout the country. Client Experience Specialists are the frontline voice for the company and play an integral part of our success as we facilitate communication and schedule meetings between investors and financial advisors. You will play a substantial role in driving that success. This is a remote position with a fixed schedule of Monday through Friday from 9am to 6pm EST. Responsibilities: <ul> <li>Interact with consumers via phone (inbound and outbound), email, SMS text and live chat.</li> <li>Guide SmartAsset users through the process of matching and meeting with financial advisors</li> <li>Call users expressing interest in speaking with financial advisors to schedule calls with financial advisors</li> <li>Build valuable relationships with our financial advisor partners</li> <li>Leverage customer service skills and scripted talking points to deliver personalized service</li> <li>Document and communicate user challenges</li> <li>Document all customer interactions and outcomes in our internal CRM</li> <li>Meet personal/team qualitative and quantitative targets</li> <li>Drive innovation by providing thoughtful feedback</li> <li>Other projects and duties as assigned</li> </ul> Required Skills and Experience: <ul> <li>1+ years telephone sales or relevant call center experience </li> <li>Experience with multi-channel support (call, email, chat, SMS, social media) preferred</li> <li>Strong communication skills (Including Email) and a great phone presence</li> <li>Strong email writing skills with attention to detail</li> <li>Ability to learn and quickly adapt based on user and business needs</li> <li>Comfortable in a fast-paced, high growth environment</li> <li>Organized, detail-oriented, and excellent time-management skills</li> <li>Must be available to work some holidays or weekends during peak seasons</li> </ul> <h3>Available Benefits and Perks: </h3> <ul> <li>All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the US.</li> <li>Medical, Dental, Vision - multiple packages available based on your individualized needs</li> <li>Life/AD&amp;D Insurance - basic coverage at 100% company paid, additional supplemental available </li> <li>Short-term and Long-term Disability</li> <li>FSA: Medical and Dependant Care </li> <li>401K</li> <li>Equity packages for each role</li> <li>Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave</li> <li>EAP (Employee Assistance Program)</li> <li>Employee Resource Groups supporting our underrepresented communities</li> <li>Pet Insurance</li> <li>Home Office Stipend</li> </ul> SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at <a href="mailto:Recruiting@smartasset.com" target="_blank">Recruiting@smartasset.com</a>. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Minimum Salary of $45k + Commission + equity + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States

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