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CommunityCare

Customer Service - Customer Service Representative 105-1065

Req ID: 75159 Location: Tulsa -TUL Areas of Interest: Business Development; Commercial Banking Pay Transparency Salary Range: Not Available Application Deadline: 01/31/2025 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> If you're ready to grow your career in Commercial Banking, you've come to the right place. As a leading provider of sophisticated financial solutions, we are committed to providing exceptional customer experience in a positive work environment, and passionate about serving our communities. Delivering tailored solutions for middle-market privately owned businesses is at the heart of our organization, and as a Relationship Manager, what you do matters. <h2>Job Description</h2> The Relationship Manager IV – Commercial Banking is primarily responsible for the sales of various financial products and the servicing of commercial loans to middle-market privately owned businesses. This position requires strong knowledge of the commercial underwriting approval processes. Advanced knowledge of Wealth Management products, Treasury Services, deposit offerings and the other bank services. Responsible for managing portfolios, which include the largest, most profitable customer relationships. Provides more junior officers with functional guidance. <h2>Team Culture</h2> Meaningful impact comes from working together. Our team is a small and cohesive unit; even our executives pitch in to help with clients. Our camaraderie, shared decision-making, mutual respect for others, and desire to win are what make us successful. Managers at all levels practice an open-door policy to encourage candid communication, feedback, and discussion. Ideas on how to impact the bottom line are listened to, encouraged, and respected. As a team, we are deeply connected with our communities, committed to social outreach, and volunteer and participate in worthy causes. We are proud of the company’s contributions to the organizations we serve and the great opportunity we have to give back. <h2>How You'll Spend Your Time</h2> <ul> <li>You’ll prospect, network, develop new business, and cross-sell our services.</li> <li>You’ll participate in community and professional activities to enhance our image and expand your network of business contacts to develop new business.</li> <li> You’ll partner with credit on the approval, documentation, and booking processes. Analyzing and evaluating credit requests, writing loan commitments, and recommending appropriate risk rating and issue declinations. </li> <li>You’ll monitor and manage existing credit relationships, including credit renewal, review detailed analysis of current financial statements and collateral valuations, cash flow analysis, managing delinquencies, and document exceptions.</li> <li>You’ll compile reporting to monitor asset, credit quality, and compliance with policy/regulation and determine appropriate action for wire transfers.</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 - Occasional Travel 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

Relationship Manager II - Commercial

Customer Service - Customer Service Representative (Part Time) 105-1070

A New Leaf

1:1 Direct Support Professional

Customer Service - Customer Service Team Lead 105-1027

Customer Service - Customer Service Representative 105-1020

<h1>Support Account Manager</h1> <a href="https://careers-americas.icims.com/jobs/16985/support-account-manager/job?mode=apply" target="_blank">Apply for this job</a> As a Support Account Manager (SAM), you'll work with a skilled team to serve high-profile customers. Your focus is delivering exceptional service, and addressing customer issues promptly. You're the main contact for technical matters, so deep product knowledge is essential. Building strong relationships and providing proactive guidance are crucial in preventing technical issues. Collaborating with other teams like Support, Engineering, and Product Management to help resolve problems efficiently. Your action plans align with customers' business goals to maximize their investment in Atlassian products while achieving their objectives. You coordinate support, provide updates and details to customers, and collaborate across teams for issue resolution. As the Support Account Manager (SAM), you will… <ul> <li>Be the primary Atlassian point of contact for all customer technical needs.</li> <li>Build a direct relationship with the customer's senior technical leadership and develop an in-depth knowledge of the customer's environment.</li> <li>Drive customer's open support cases and escalations to fast resolution, partnering with cross-functional resources within Atlassian (Support, Escalations, Engineering, Product).</li> <li>Provide high-touch support during incidents and security events, ensuring constant communication, and delivery of root cause analysis and action items.</li> <li>Be the voice of the customer inside Atlassian to prioritize the resolution of product bugs, enhancement requests, and action items.</li> <li>Coordinate the execution of customers' planned events such as system health checks, upgrades, and migrations.</li> <li>Prevent issues before they arise with proactive planning and regularly scheduled technical reviews for trending analysis.</li> <li>Create account plans to improve the customer's experience with Atlassian Support and Services efficiency.</li> <li>Stay current and advise the customer on any new product versions, upgrades, etc., on the roadmap that may benefit their environment.</li> <li>Produce support communications for customers on recent security alerts, product releases, and new product information.</li> <li>Present main insights, action items, and strategies to customers and Atlassian senior leadership periodically.</li> <li>Conduct customer deep dives on technical areas of interest.</li> <li>Regular working hours are Monday - Friday based on the customer’s regional hours.</li> <li>Weekend/Holiday coverage may be required for customer events, HOTs, and escalations</li> </ul> Required skills + experience we look for are… <ul> <li>Bachelor's degree preferred (not required)</li> <li>10+ years of experience in an Enterprise customer-facing role interacting with senior-level customer contacts, preferably in a customer support organization in enterprise software</li> <li>Advanced level of troubleshooting skills across technologies, including REST API, Browser Devtools, SQL and Splunk queries, SSL/TLS, SSO/SAML, Java Logs, Networking and Cloud environments</li> <li>Demonstrated experience and success managing critical customer situations in enterprise IT infrastructure technologies and Cloud environments</li> <li>Sense of urgency and willingness to do what it takes in a high-growth environment by being highly action-oriented.</li> <li>Proficient in developing well-organized plans at various levels of detail and complexity (such as devising strategies to address escalations, planning for system upgrades, determining training methodologies, etc.) and adept at tracking tasks.</li> <li>Excellent customer communications skills and ability to convey technical concepts and details in a way that is easily consumed by all levels of customer contacts, from system administrators to C-level.</li> <li>Proven customer management skills. Ability to handle critical/urgent/high-pressure situations calmly and professionally</li> </ul> Compensation At Atlassian, we strive to design equitable, explainable, and competitive compensation programs. To support this goal, the baseline of our range is higher than that of the typical market range, but in turn we expect to hire most candidates near this baseline. Base pay within the range is ultimately determined by a candidate's skills, expertise, or experience. In the United States, we have three geographic pay zones. For this role, our current base pay ranges for new hires in each zone are: Zone A: $149,300 - $186,600 Zone B: $134,400 - $168,000 Zone C: $123,900 - $154,900 This role may also be eligible for benefits, bonuses, commissions, and equity. Please visit <a href="http://go.atlassian.com/payzones" target="_blank">go.atlassian.com/payzones</a> for more information on which locations are included in each of our geographic pay zones. However, please confirm the zone for your specific location with your recruiter. Our perks &amp; benefits Atlassian offers a variety of perks and benefits to support you, your family and to help you engage with your local community. Our offerings include health coverage, paid volunteer days, wellness resources, and so much more. Visit <a href="http://go.atlassian.com/perksandbenefits" target="_blank">go.atlassian.com/perksandbenefits</a>to learn more. About Atlassian At Atlassian, we're motivated by a common goal: to unleash the potential of every team. Our software products help teams all over the planet and our solutions are designed for all types of work. Team collaboration through our tools makes what may be impossible alone, possible together. We believe that the unique contributions of all Atlassians create our success. To ensure that our products and culture continue to incorporate everyone's perspectives and experience, we never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. All your information will be kept confidential according to EEO guidelines. To provide you the best experience, we can support with accommodations or adjustments at any stage of the recruitment process. Simply inform our Recruitment team during your conversation with them. To learn more about our culture and hiring process, visit <a href="http://go.atlassian.com/crh" target="_blank">go.atlassian.com/crh</a>. <a href="https://careers-americas.icims.com/jobs/16985/support-account-manager/job?mode=apply" target="_blank">Apply for this job</a>

Atlassian

Support Account Manager

<h1>Senior Customer Success Manager</h1> <a href="https://globalcareers-atlassian.icims.com/jobs/17241/senior-customer-success-manager/job?mode=apply" target="_blank">Apply for this job</a> Working at Atlassian Atlassians can choose where they work – whether in an office, from home, or a combination of the two. That way, Atlassians have more control over supporting their family, personal goals, and other priorities. We can hire people in any country where we have a legal entity. Interviews and onboarding are conducted virtually, a part of being a distributed-first company. In this role, you will work closely with the Team Manager on customer and team initiatives, help drive change management , support team escalations, the mentoring and development of CSMs, and <ul> <li>As a Senior Enterprise Customer Success Manager, you will develop a trusted advisor relationship with customers (C-suite) helping them succeed with our platform and ensuring they receive maximum value from our solution throughout their lifecycle</li> <li>You’ll work closely with the entire account team to develop a joint success plan with your customers to ensure goals are aligned from a business strategy perspective and success metrics are identified</li> <li>You’ll manage post-sales activity for your customers through strong relationship-building, product knowledge, planning, and execution</li> <li>Maintain a deep understanding of our product and speak with customers about relevant features/functionality for their specific requirements</li> <li>Proactively engage with your customers to unlock early and sustained product adoption and success with Atlassian Solutions</li> <li>Mitigate churn through early risk identification, intervention, escalation, and mitigation</li> <li>Function as the voice of the customer to provide internal feedback on how Atlassian can better serve our enterprise customers</li> <li>Act as a change agent to support CS leadership by championing new initiatives, driving positive messaging, and sharing upward feedback to leadership on team sentiment</li> <li>Act as an SME in at least one product/market solution</li> </ul> <ul> <li>6+ years in Customer Success or account management supporting Enterprise customers with a complex SaaS product portfolio</li> <li>Experience in consultative, strategic customer engagement for top tier customers</li> <li>Consistently demonstrates strong executive presence and maintains composure in challenging situations</li> <li>Proven ability to establish yourself as a trusted advisor with customer stakeholders to drive business outcomes</li> <li>Experience leveraging success plans to ensure goals are aligned from a business strategy perspective and success metrics are identified</li> <li>Understanding of common Jira and Confluence end-user use cases and ways of working, with the ability to demonstrate those use cases and understanding of configuration trade-offs</li> <li>Experience with one of the following: agile ways of working, project management, DevOps and automation, or IT service management</li> <li>Ability to build collaborative relationships internally across product, sales, support, and marketing to facilitate a seamless customer experience</li> <li>Rock-solid work and time management in a customer-facing environment</li> <li>Familiarity with Gainsight (or similar), Salesforce, and BI tools such as Tableau</li> </ul> Compensation At Atlassian, we strive to design equitable, explainable, and competitive compensation programs. To support this goal, the baseline of our range is higher than that of the typical market range, but in turn we expect to hire most candidates near this baseline. Base pay within the range is ultimately determined by a candidate's skills, expertise, or experience. In the United States, we have three geographic pay zones. For this role, our current base pay ranges for new hires in each zone are: Zone A: $145,600 - $194,100 Zone B: $131,000 - $174,700 Zone C: $120,800 - $161,100 This role may also be eligible for benefits, bonuses, commissions, and equity. Please visit <a href="http://go.atlassian.com/payzones" target="_blank">go.atlassian.com/payzones</a> for more information on which locations are included in each of our geographic pay zones. However, please confirm the zone for your specific location with your recruiter. Our perks &amp; benefits Atlassian offers a variety of perks and benefits to support you, your family and to help you engage with your local community. Our offerings include health coverage, paid volunteer days, wellness resources, and so much more. Visit <a href="http://go.atlassian.com/perksandbenefits" target="_blank">go.atlassian.com/perksandbenefits</a>to learn more. About Atlassian At Atlassian, we're motivated by a common goal: to unleash the potential of every team. Our software products help teams all over the planet and our solutions are designed for all types of work. Team collaboration through our tools makes what may be impossible alone, possible together. We believe that the unique contributions of all Atlassians create our success. To ensure that our products and culture continue to incorporate everyone's perspectives and experience, we never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. All your information will be kept confidential according to EEO guidelines. To provide you the best experience, we can support with accommodations or adjustments at any stage of the recruitment process. Simply inform our Recruitment team during your conversation with them. To learn more about our culture and hiring process, visit <a href="http://go.atlassian.com/crh" target="_blank">go.atlassian.com/crh</a>. <a href="https://globalcareers-atlassian.icims.com/jobs/17241/senior-customer-success-manager/job?mode=apply" target="_blank">Apply for this job</a>

Senior Customer Success Manager

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

SmartAsset

Client Experience Specialist

84 Customer Service Jobs in United States