The role involves answering customer live chats, evaluating issues, building relationships, and providing administrative support, all while maintaining a professional image.
Company Description
The “right fit” must be determined with care. Our extensive knowledge of the legal and regulatory environment assures our client’s plan design and operation will meet these requirements. We draw on this same knowledge base to provide our clients with ideas and strategies for maximizing plan contributions and asset accumulation.
Job DescriptionResponsibilities:
- Answers incoming customer live chats regarding website navigation issues, service questions, and general client concerns
- Evaluate customer interactions and elevate issues to Online Chat Manager when appropriate
- Crete relationships with new customers to better understand and achieve their needs
- Respond to the customer questions, inquiries, requests and problems accurately, concisely and appropriately
- Promotes interest in client products and services
- Consistently achieves established standards of the position
- Continually portray and project a positive and professional image.
- Provide administrative support to the customer service team
- May assist with overflow work and other duties as needed
- Promotes interest in client products and services
- Consistently achieves established standards of the position
- Continually portray and project a positive and professional image
- Provide administrative support to the customer service team
- May assist with overflow work and other duties as needed
- This position is also a remote position in which you will be working from home
Requirements:
- High school diploma or equivalent.
- Experience in customer service.
- Strong telephone etiquette.
- Familiarity with CRM tools.
- Excellent communication skills.
- Ability to manage multiple tasks at once.
- Ability to adapt to different personalities.
All your information will be kept confidential according to EEO guidelines.
Similar Jobs
Artificial Intelligence • Cybersecurity
Owns five revenue operations pillars: deal desk, software provisioning, analytics, time-critical HubSpot marketing support, and DealHub CPQ change management. Partners with Sales, Finance, Customer Success, Legal, and Marketing to improve quote-to-cash workflows, automate manual processes, strengthen reporting, document SOPs, and advise sales leadership. Provides cross-functional coverage across CRM, quoting, deal desk, and provisioning operations.
Top Skills:
Ai AutomationCpqCRMDealhubHubspotWorkatoZapier
Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
Leads strategic process-improvement initiatives across digital marketplace operations. Maps current and future-state processes, conducts data analysis, develops business cases, manages improvement roadmaps, and oversees cross-functional project delivery. Partners with finance, analytics, and business stakeholders to influence priorities, implement changes, measure outcomes, and improve adoption. Requires strong communication, process design, executive presentation, and change-management skills.
Top Skills:
AIGenesysLucidchartPower BISalesforceTableauVisio
Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
Administer and improve Workday and multi-platform HR security, including role-based access, security groups, access reviews, request approvals, audit support, governance documentation, and compliance controls. Evaluate elevated access requests, identify risks, resolve routine issues, coordinate remediation, and escalate complex decisions. Partner with HR, IT, Legal, and Compliance stakeholders to strengthen policies, processes, and least-privilege access across Workday, Peakon, UKG, Prism, and HR data platforms.
Top Skills:
Cei Hr OdsExcelMicrosoft FabricPeakonPower BIPrismSailpointServicenowSharepointTableauUkgWorkday
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
