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Join BoldAge PACE and Make a Difference! Why work with us? • A People First Environment: We make what is important to those we serve important to us., • Make an Impact: Enhance the quality of life for seniors., • Professional Growth: Access to training and career development. Competitive Compensation: • Medical/Dental, • Generous Paid Time Off, • 401K with Match*, • Life Insurance, • Tuition Reimbursement, • Flexible Spending Account, • Employee Assistance Program BE PART OF OUR MISSION! Are you passionate about helping older adults live meaningful, independent lives at home with grace and dignity? BoldAge PACE is an all-inclusive program of care, personalized to meet the individual health and well-being needs of our participants. Our approach is simple: We listen to our participants and their caregivers to truly understand their needs and desires. Clinical Documentation Improvement Manager JOB SUMMARY The Clinical Documentation Improvement Manager is a leadership role responsible for the design, implementation, oversight, and continuous improvement of a comprehensive clinical documentation integrity (CDI) and risk adjustment program within the PACE healthcare model. This role ensures that clinical documentation accurately, completely, and compliantly reflects participant acuity, chronic conditions, and clinical complexity to support CMS risk adjustment, quality outcomes, regulatory compliance, and person‑centered care planning. The CDI Manager serves as the primary clinical authority for HCCs, ICD‑10‑CM documentation requirements, and CMS risk adjustment methodology, while also building and leading a team that may include certified risk adjustment coders and CDI professionals. ESSESNTIAL DUTIES AND RESPONSIBILITIES: Clinical Documentation Integrity & Risk Adjustment Leadership • Leads the organization’s CDI and risk adjustment strategy for Medicare Advantage, Medicaid, and PACE full‑risk populations., • Serves as the clinical subject matter expert for Hierarchical Condition Categories (HCCs), MEAT/TREAT criteria, and CMS documentation standards., • Reviews clinical documentation across settings (center‑based, home, inpatient, post‑acute) to identify documentation gaps, risks, and opportunities., • Establishes standards and workflows for compliant documentation clarification and provider query processes., • Performs targeted and high‑risk chart reviews to validate diagnosis accuracy and chronic condition management., • Oversees the development and escalation of documentation queries in collaboration with coding staff., • Ensures documentation improvement efforts remain clinically, compliant, and audit‑defensible., • Develops and delivers structured education for MD/DOs, Nurse Practitioners, and Physician Assistants focused on documentation accuracy, specificity, and annual condition recapture., • Provides real‑time, retrospective, and trend‑based feedback to providers in a collaborative, non‑punitive manner., • Partners with Medical Directors and clinical leadership to reinforce accountability and documentation best practices., • Builds, mentors, and leads a CDI and risk adjustment team (4–6 staff), including certified coders and clinical documentation professionals., • Establishes role clarity, workflows, productivity expectations, and quality benchmarks for team members., • Provides clinical oversight and coaching to ensure alignment between documentation, coding, and risk adjustment goals., • Leads internal monitoring, auditing, and quality assurance activities related to documentation and risk adjustment., • Prepares for and supports external audits including CMS RADV, payer, and state reviews., • Identifies compliance risks, develops corrective action plans, and monitors resolution., • Collaborates with coding, quality, compliance, finance, and operational leaders to align documentation integrity with organizational performance goals., • Engages with the Interdisciplinary Team to ensure documentation reflects the full clinical and functional complexity of participants., • Develops and presents risk adjustment and documentation performance reports to leadership., • Designs scalable CDI and risk adjustment workflows to support organizational growth and maturity., • Evaluates EHR tools, templates, and reporting capabilities to improve efficiency and accuracy., • Maintains current knowledge of CMS guidance, ICD‑10‑CM updates, and evolving risk adjustment models., • Improvement in HCC capture and recapture rates, including chronic condition accuracy and annual recapture compliance., • Increased percentage of diagnoses meeting MEAT criteria., • Reduction in unsupported, vague, or non‑specific diagnoses., • Positive performance trends in internal and external audits., • Improved provider documentation accuracy following education interventions., • Active, unrestricted Registered Nurse (RN) license required., • Minimum of five (5) years of clinical nursing experience, with at least three (3) years in clinical documentation improvement, risk adjustment, or HCC‑focused roles., • Demonstrated expertise Medicare Advantage, Medicaid, and/or PACE full‑risk models., • Strong working knowledge of ICD‑10‑CM coding guidelines and CMS risk adjustment methodologies., • Experience educating and collaborating with provider‑level staff (MD/DO, NP, PA)., • Prior experience leading or mentoring CDI or coding teams strongly preferred., • Professional certifications preferred (e.g., CCDS, CRC, CPC, CCS)., • Must have reliable transportation, a valid driver's license, and the minimum state required liability auto insurance., • Be medically cleared for communicable diseases and have all immunizations up to date before engaging in direct participant contact., • Employment with BoldAge PACE is contingent upon successful completion of post-offer pre-employment screening and verification processes BoldAge PACE provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. • Match begins after one year of employment Full- time, Monday - Friday Full-time, Days

Our mission is to exceed our customers' expectations as their most reliable, innovative, and trusted lab resource. We achieve this by partnering with customers to solve their most pressing day-to-day challenges and always holding ourselves to a higher standard of product quality, exceptional service, and unmatched support. THIS POSITION WILL GO HYBRID (2 days at home/3 days in Pine Brook) AFTER 90 DAYS IN OFFICE FOR TRAINING The Associate Portfolio Marketing Manager is responsible for the performance of their assigned product portfolio. This role combines strategic and tactical responsibilities, ensuring products meet customer needs, comply with quality standards, and deliver profitable growth. Works closely with the Senior Portfolio Marketing Manager and cross-functional teams to align portfolio strategy with Avantik’s commercial objectives. Essential functions Product Lifecycle Management • Own the lifecycle for assigned products: onboarding, certification/validation, commercial readiness, growth/maintenance, and phase‑out (EOL)., • Maintain roadmaps and release calendars for assigned portfolio; align changes with marketing campaigns and sales priorities. Customer Insight & Voice of Customer (VoC) • Systematically gather user needs via field feedback, sales input, customer service data, technical service insights, and surveys for assigned products. Translate needs into requirements for vendors and into clear value propositions for customers., • Partner with Supply Chain, Quality and other cross functional departments to ensure customer feedback informs decisions and continuous improvement. Product Marketing & Go‑to‑Market • Define positioning, messaging, and competitive differentiation for assigned product lines., • Build and execute go‑to‑market plans for launches, updates, and promotions, ensuring plans are designed to drive revenue growth and portfolio adoption., • Create sales tools and support lead‑generation efforts. Pricing & Profitability • Conduct pricing research and benchmarking., • Prepare price-change recommendations for review by senior managers., • Track promo ROI, discounts, and pricing guardrails., • Participate in margin improvement analysis with Finance or Supply Chain., • Assist with packaging or bundling proposals. Revenue Accountability • Monitor revenue vs. forecast and report variances., • Participate in strategic planning for upsell/cross‑sell initiatives., • Work with Supply Chain on actions that support margin targets., • Coordinate with Commercial Team for forecasting, pipeline visibility, and sales feedback loops. Align with Supply Chain on forecast and inventory targets, substitutions, and EOL plans to minimize excess/obsolescence. Digital & eCommerce Readiness • Ensure accurate product content in the CMS/eShop (descriptions, images, specs, regulatory notes, cross‑sells, related accessories). Competencies Proficiency in Microsoft Office applications Commercial mindset: Understands pricing levers, margin, and promotional economics. Revenue ownership mindset: Demonstrates accountability for hitting portfolio revenue and profitability goals. Travel required Position requires approximately 15-20% annual travel to customer, vendor, manufacturer meetings, as needed. Regional, national tradeshows / events, etc. Other requirements 3-5 days per week in NJ office Other duties Assume special projects as assigned Maintain familiarity with market trends and product/category innovation Assist with set up and tear down of internal and external company events 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 any time with or without notice. Avantik is an integrated medical products and services company delivering superior quality instruments, reagents, consumables, and service to the anatomic pathology market consisting of hospital, reference, and physician office laboratories in the US. The company is headquartered in Montville Township, NJ. Avantik’s experienced team and consultative partner approach integrates consumables, service, equipment, and education so that labs focus on what matters most - having everything under control in their laboratory to deliver fast and accurate diagnoses. Avantik offers a full line of consumables and reagents for the histology lab sourced and private label Avantik branded and by distribution of other brands. Avantik has serviced all brands of OEM histology lab equipment for over 40 years and offers best-in-class responsiveness and an industry leading 97% first time fix-rate. Avantik offers a team orientated, customer service focused environment with competitive compensation, bonus programs, medical (company covers 80% of the cost), dental and vision insurance, 401K (with a match) and more. Learn more at ___ Avantik is an Equal Opportunity Employer.

Are you an experienced Audit Manager with a passion for the non-profit sector? If so, we have an exciting opportunity for you! Our organization is seeking a Audit Manager to join our Accounting + Finance team. Overseeing the planning, execution, and completion of financial statement audits for our n

As a Finance Manager, you'll be responsible for spear-heading the financial quarterly forecast, annual budgeting process, operating plan variance analysis and special projects. Manager or Director of Financial Planning and Analysis.

Underwriting Manager (MCA / Alternative Finance) Onsite Near Red Bank, NJ. Craft Recruiting has partnered with a fast-growing, reputable alternative financing company to hire an Underwriting Manager.

Tax Manager / $$$$ / Hybrid / Work Life Balance / Top 50 Firm! This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $85,000 - $120,000 per year A bit about us: We are a professional services firm that specializes in accounting, tax, and consulting services. They assist businesses and individuals in navigating complex financial landscapes by providing comprehensive auditing, accounting, and tax planning services. With a focus on personalized solutions, we aim to optimize financial performance and ensure compliance with applicable regulations. The firm also offers strategic consulting to help clients achieve their long-term financial goals and enhance overall business efficiency. Why join us? • Competitive Compensation, • Lucrative New Business & Employee Referral Bonuses, • Anniversary Bonus, • Open Paid-time-off policy for professional staff, • We provide a flexible work environment to offer work/life balance, • 401(k) plan with company match and profit sharing, • Medical, dental, and vision insurance, • Company Paid Life Insurance, • Affordable Short- & Long-Term Disability Insurance, • Affordable Accidental and Critical Illness Insurance, • 9 Paid holidays, • Tuition Reimbursement, • Annual Performance Reviews, • And Much More… Job Details Job Details: We are seeking a dynamic and experienced Permanent Tax Manager to join our vibrant finance team. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services. This role is integral to our business and will involve tax compliance, tax preparation, tax planning, tax advisory, tax returns, and tax research. The successful candidate will have the opportunity to work in a fast-paced and challenging environment, and will play a key role in shaping the tax strategy of our organization. Responsibilities: 1. Manage and oversee the tax planning, preparation, and filing processes for C-corps, S-corps, and high net worth individuals., 2. Ensure compliance with federal, state, and local tax laws and regulations., 3. Conduct detailed tax research to identify and mitigate tax risks, and to optimize tax strategies., 4. Provide tax advisory services to clients, and help them understand the tax implications of their business decisions., 5. Prepare accurate and timely tax returns, and assist clients with tax audits and disputes., 6. Develop and maintain strong relationships with clients, and provide them with exceptional customer service., 7. Stay abreast of changes in tax laws and regulations, and update clients and team members on any changes that may affect them., 8. Collaborate with other team members to achieve business goals, and contribute to the continuous improvement of our tax processes and procedures. Qualifications: 1. Bachelor's degree in Accounting, Finance, or a related field., 2. Certified Public Accountant (CPA) or Certified Tax Coach (CTC) designation is preferred., 3. Minimum of 3 years of experience in a tax manager role or a similar role in the finance industry., 4. In-depth knowledge of tax laws and regulations, and experience with tax planning, preparation, compliance, and research., 5. Experience with managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals., 6. Excellent analytical and problem-solving skills, with the ability to interpret complex financial data., 7. Strong communication and interpersonal skills, with the ability to build strong relationships with clients and team members., 8. Proficiency in tax software and Microsoft Office Suite., 9. Ability to work under pressure and meet tight deadlines, while maintaining a high level of accuracy and attention to detail., 10. Strong commitment to ethical standards and a high level of integrity. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Hybrid/Must Have Experience with an Entertainment Business Management CPA Firm/Fun Culture/Growth Opportunity! This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $115,000 - $140,000 per year A bit about us: Growing CPA firm that specializes in managing the accounting for top Entertainment clients across the U.S. is looking to add an experienced Business Account Manager to their firm. The Business Account Manager is an experienced Senior Accountant/Jr. Controller essentially for managing clients books for their tour. Will be responsible over a team of bookkeepers and will be preparing, reviewing reporting and preparing financial packages for clients Tour Managers. The ideal candidate has a robust accounting background, has a minimum of 2+ years of experience in a similar firm, managing high net worth entertainment clients books and is a CPA or CPA track. You'll be reporting directly to the partner for this role. Experience with the software Agilink a plus, but not required. This is a hybrid, 3 days/week in office position. We are open to a candidate looking to relocate to New Jersey. This would be a strong base salary plus a strong annual company bonus position! Why join us? • Medical, • Dental, • Vision, • 401k + match, • Bonuses, • Hybrid, • And more! Job Details Job Details: We are seeking an experienced Account Manager from another CPA firm specializing in clients in the Entertainment industry./The ideal candidate will have a background as a music business manager, working with high net worth clients, has a robust understanding of financial reporting, budgeting, and ability to service clients at a high caliber. This is a hybrid role that will require both in-person and remote work, offering a unique blend of flexibility and collaboration. You will be working with high net worth clients, thus a proven track record in managing such clients is essential. Proficiency in Agilink is highly desirable but not required. As a Business Account Manager, you will be responsible for: 1. Managing a portfolio of high net worth clients in the music industry, ensuring their financial needs are met and exceeded., 2. Preparing comprehensive financial reports and statements while adhering to the highest standards of accuracy and timeliness., 3. Developing and managing budgets, forecasting trends, and making informed recommendations to clients., 4. Providing exceptional customer service, resolving any issues promptly and maintaining strong client relationships., 5. Utilizing Agilink software for efficient and effective account management., 6. Collaborating with other team members to drive the firm's success and contribute to strategic planning., 7. Staying informed about the latest trends and developments in the music business management and finance industries., 8. Comfortable communicating with music managers, agents and attorney's., 9. Experience with touring musicians, including tour reconciliations, budget to actual, settlement reconciliations and merchandise, 10. Prepare meeting packages for clients, 11. Assist Associate Bookkeepers to meet goals Qualifications: To be successful in this role, you should have: 1. A minimum of 2 years of experience in account management within a music business management firm., 2. Bachelor's in Accounting or Finance. A CPA designation is a plus., 3. Extensive experience in financial reporting and budgeting., 4. Proven track record of managing high net worth clients and delivering exceptional customer service., 5. Proficiency in Agilink or similar financial management software., 6. Excellent communication and interpersonal skills., 7. Strong analytical and problem-solving abilities., 8. The ability to work effectively in a hybrid work environment, balancing remote and in-person responsibilities., 9. A passion for the music industry and a deep understanding of its unique financial challenges and opportunities. This is an exciting opportunity for a seasoned Account Manager to leverage their skills at a growing firm. If you are passionate about the music industry and have a knack for finance and account management, we would love to hear from you! Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Tax Principal / Hybrid / Business Development / Partner in 2-5 years!!!!! This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $140,000 - $210,000 per year A bit about us: We are a professional services firm that specializes in accounting, tax, and consulting services. They assist businesses and individuals in navigating complex financial landscapes by providing comprehensive auditing, accounting, and tax planning services. With a focus on personalized solutions, we aim to optimize financial performance and ensure compliance with applicable regulations. The firm also offers strategic consulting to help clients achieve their long-term financial goals and enhance overall business efficiency. Why join us? • Competitive compensation, • Professional development opportunities, • 401K and Health Insurances (medical dental vision etc.), • Work-life balance, • Opportunity for growth and partnership, • Collaborative work environment, • Mentorship programs, • Community involvement, • Employee recognition and rewards, • Employee assistance programs, • Retirement savings plans Job Details Job Title: Tax Senior Manager Location: Columbus, OH, and Woodbury, NY Job Description: We are seeking a dynamic and experienced Tax Senior Manager to join our team in Columbus, OH. This role offers a unique opportunity for an individual who is not only skilled in tax management but also passionate about business development. The successful candidate will have the potential to grow into a partner position within 2-5 years, depending on their performance and contribution to the firm's growth. This is 4 days onsite, 1 day from home in Woodbury. It is more 50/50 in Ohio. Key Responsibilities: Oversee and manage multiple tax engagements, ensuring compliance with federal, state, and local tax regulations. Provide expert tax planning, consulting, and compliance services to a diverse client base, acting as an industry generalist. Develop and implement innovative tax strategies to optimize clients' tax positions. Lead and mentor a team of tax professionals, fostering an environment of continuous learning and professional development. Drive business development efforts by identifying new opportunities, cultivating client relationships, and expanding the firm's client base. Collaborate with partners and other senior leaders to develop strategic plans for the tax department. Stay abreast of the latest tax laws and regulations, and ensure the team is informed and compliant with any changes. Prepare and review complex tax returns, reports, and other related documents. Qualifications: Bachelor’s degree in Accounting, Finance, or related field. CPA certification is required. Minimum of 7-10 years of experience in tax management within a public accounting firm or a similar environment. Proven track record in business development and client relationship management. Strong leadership and team management skills, with the ability to inspire and guide junior staff. Excellent analytical, organizational, and problem-solving abilities. Exceptional communication and interpersonal skills, with the ability to effectively interact with clients and team members. Detail-oriented with a high level of accuracy in work. Proficient in tax preparation software and Microsoft Office Suite. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

This role involves leading recruitment efforts in Accounting and Finance, managing relationships, and driving business development in the North East region.

Job Description Partner Development Manager (Vendor Alliances) SLED About the role Climb is expanding its SLED division, and we’re seeking a Partner Development Manager to guide vendor partners into the State, Local Government & Education market. This strategic role blends GTM planning, data-driven insights, and cross-functional leadership to help vendors enter, scale, and thrive in the public sector channel. Reporting to the VP of SLED/Education, you’ll manage strategic vendor relationships, build repeatable GTM motions, and deliver operational and analytical support to accelerate vendor penetration and revenue growth What You’ll Do • Lead GTM Strategy: Develop and execute SLED-focused go-to-market plans for assigned vendors, aligning with Climb’s public sector priorities., • Drive Market Expansion: Build bottom-up business plans using market and performance data to define opportunity size, penetration strategy, and revenue targets., • Enable Vendors: Advise on procurement nuances, reseller dynamics, and channel best practices while delivering actionable insights and competitive assessments., • Own Relationships: Serve as the primary SLED liaison for strategic vendor partners, representing SLED in executive meetings, QBRs, and planning sessions., • Collaborate Across Teams: Partner with sales, vendor management, marketing, operations, and finance to ensure seamless execution of GTM initiatives., • Activate the Channel: Coordinate reseller engagement activities, trainings, and promotional programs to drive adoption and growth., • Measure Success: Set goals, track KPIs, and report on GTM performance to inform strategic decisions. What We’re Looking For • 5+ years in alliance management, GTM planning, vendor management, or marketing leadership., • Deep understanding of public sector procurement and reseller/distribution channels., • Proven ability to turn data into actionable strategies and deliver executive-ready plans., • Strong communication and presentation skills with experience leading cross-functional initiatives., • Highly organized, adaptable, and proactive with a knack for building trust-based relationships., • Bachelor’s degree in Marketing, Business, or related field; comfortable with moderate travel (~20%). Why Climb? We invest in your growth through training, development, and advancement opportunities. This role is pivotal in shaping vendor success and driving strategic growth in the SLED market. If you’re strategic, data-driven, and passionate about enabling partners, this is your opportunity to make an impact. Climb Channel Solutions possess a 'make-it-happen' culture where hard work, creativity and success are visible throughout the company up to our CEO. We offer a competitive salary, benefits package and opportunities for continuous professional growth. Apply Now--We're looking forward to reading your resume! Climb Global Solutions, Inc., and Subsidiaries (the “Company”) is an information technology (“IT”) channel company providing both distribution and cloud technology solutions through its Climb Channel Solutions (“Climb”), Grey Matter and Climb Global Services operating segments. Climb is a specialty technology distributor focused on emerging data center and cloud-based products, delivering software and hardware to corporate resellers, value added resellers (VARs), consultants and systems integrators globally. Grey Matter US is a value-added reseller of software, hardware and services for U.S. and Canadian corporations, government organizations and academic institutions. Grey Matter is a UK-based software reseller and cloud service provider devoted to helping Developers, ISVs and tech-led companies succeed and focus on what they do best. Climb Global Services is a technical services team of cloud adoption and migration specialists, supporting all aspects of cloud adoption from migration to training and enablement services.

Job DescriptionLead. Build. Grow. Since 2016, Soni Resources Group has been one of the fastest-growing privately held staffing companies in the U.S.—and we’re just getting started. As we expand, we’re looking for a dynamic Recruiting Manager to tackle Accounting & Finance recruitment in the North East region. At Soni, our growth is guided by discipline, continuity, and our core values: a Commitment to Excellence, the courage to Think Big, and unwavering Integrity. These principles drive how we serve our clients, develop our teams, and achieve lasting success. This is more than a growth opportunity—it’s a chance to make your mark by building high-performing teams, scaling operations, and taking full ownership of the recruiting function for the division. If you’re motivated by excellence, inspired by big possibilities, and grounded in integrity, this role is tailor-made for you. Key Responsibilities: • Headhunting - Curate niche projects of talent to service multiple lines of business within a market., • Drive Revenue – Develop, manage, and maintain key relationships with target market through our proprietary candidate acquisition strategy., • Pipeline Generation - Develop, maintain, and explore business relationships with industry professionals., • Lead Generation - Collaborate with the sales team to uncover and drive new business opportunities., • Social Engagement – Explore alternative methods of developing brand equity within the human capital market., • Collaboration - Partner with the sales team to attend client meetings and influence the recruitment process.Qualifications:, • 5+ year of recruiting experience at a fast-paced staffing agency, • A proven track record of closing direct hire and/or contract placement deals, • A bachelor's degree, • Strong communication, relationship-building, and negotiation skills

Job Description MetTel is a global communications solutions provider with the most complete suite of fully managed services that focus on secure connectivity, and network and mobility services. We simplify communications and networking for business and government agencies. Our customers include many of the Fortune 500, and Gartner recognizes us as an industry leader. We have the broadest portfolio of technology and integrated partnerships, as well as our private network, which we use to create tailored solutions design, deployment, and ongoing management, driving cost savings, efficiency, innovation, and the ability to focus on core objectives. We believe that each team member is a key to the success and sustainability of the group. In order to achieve this, we offer an environment where all professionals can grow and develop their skills and competencies, collaborate with diverse professionals, share knowledge and enjoy a rewarding career. We are seeking an experienced Director, Workplace Benefits to lead the strategy, administration, and compliance of our employee benefits programs. This role is responsible for the design, implementation, administartion and oversight of comprehensive benefits offerings including health and welfare programs, retirement plans, and leave management programs. The Director will ensure all benefits programs remain competitive, compliant with federal and state regulations, and aligned with the company's overall talent and total rewards strategy. This position will also serve as the internal subject matter expert for benefits administration, regulatory compliance, and employee leave programs. ROLE AND RESPONSIBILITIES: Key Responsibilities Benefits Strategy & Program Management • Develop and execute the organization's workplace benefits strategy, ensuring programs are competitive, cost-effective, and aligned with company objectives., • Oversee the design, implementation, and administration of employee benefits including:, • Medical, dental, and vision, • Life and disability insurance, • Retirement programs (401k or equivalent), • Wellness and employee assistance programs, • Lead the administration and oversight of leave programs, including:, • Family and Medical Leave Act (FMLA), • State leave laws, • Short-term and long-term disability, • ADA accommodations related to medical leave, • Ensure compliance with all applicable federal, state, and local benefits regulations, including:, • HIPAA, • ERISA, • COBRA, • ACA, • FMLA and related leave regulations, • Maintain and oversee benefits-related documentation, policies, and procedures., • Manage relationships with benefits brokers, carriers, third-party administrators, and leave management vendors., • Lead annual benefits renewals, vendor evaluations, and contract negotiations., • Develop clear communication strategies to educate employees on available benefits programs., • Provide leadership support and guidance to HR and management regarding benefits and leave-related matters., • Partner cross-functionally with HR, Payroll, Finance, Legal, and leadership teams to ensure alignment across benefits and total rewards programs. Education • 10+ years of progressive experience in benefits administration, total rewards, or HR operations., • Extensive experience managing employee leave programs including FMLA, disability, and ADA accommodations., • Experience managing benefits vendors, brokers, and third-party administrators., • Demonstrated experience overseeing benefits programs for mid-size to large organizations., • Excellent analytical and problem-solving skills with strong attention to detail., • Strong leadership, communication, and stakeholder management capabilities. *The salary range reflected is a good faith estimate of base pay for the primary location of the position. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. market pay for this position is $135,000 - $200,000 annually. Pay varies by work location and may also depend on job -related knowledge, skills, experience and abilities of the successful candidate. Your recruiter can share more about the specific salary range for the job location during the hiring process. Keywords: Director Employee Benefits. Benefits Director, Benefits Manager, Director Workplace Benefits, Benefits Administration, #DirectorEmployeeBenefits. #BenefitsDirector, #BenefitsManager, #DirectorWorkplaceBenefits, #BenefitsAdministration, Jobs near me. #jobsnearme, Jobs at BellWorks, #jobsatbellworks, Indeed, LinkedIN, Google Jobs, #Indeed, #LinkedIn, #GoogleJobs, MetTel, #MetTel, Employee Benefits Administration, #EmployeeBenefitsAdministration, CEBS, #CEBS, SPHR, #SPHR, SHRM-SCP, #SHRM-SCP, HIPAA Certification, human resources MetTel is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. To learn more about our company visit us at

Job Description About the Role: The Revenue Capture Manager plays a critical role in optimizing the financial performance of healthcare organizations by ensuring accurate and timely capture of all billable services. This position is responsible for overseeing revenue cycle processes, identifying gaps in documentation and coding, and collaborating with clinical and administrative teams to maximize reimbursement. The manager will analyze revenue data to detect trends, implement corrective actions, and drive continuous improvement initiatives. They will also ensure compliance with healthcare regulations and payer requirements to minimize denials and audit risks. Ultimately, this role contributes to the organization's financial health by enhancing revenue integrity and supporting sustainable growth. Minimum Qualifications: • Bachelor’s degree in Health Administration, Business, Finance, or a related field., • Minimum of 5 years of experience in healthcare revenue cycle management or medical billing and coding., • Strong knowledge of medical coding systems such as ICD-10, CPT, and HCPCS., • Familiarity with healthcare regulations including HIPAA and payer-specific billing requirements., • Certified Professional Coder (CPC) or Certified Coding Specialist (CCS) credential., • Experience working in a hospital or large healthcare system environment., • Advanced skills in data analytics and reporting platforms such as SQL, Tableau, or Power BI., • Project management experience with a track record of leading process improvement initiatives., • Manage and oversee the revenue capture process, including documentation, coding, and billing accuracy., • Collaborate with clinical staff to ensure complete and compliant documentation of services rendered., • Analyze revenue cycle data to identify trends, discrepancies, and opportunities for improvement., • Develop and implement strategies to reduce claim denials and improve reimbursement rates., • Train and support staff on best practices related to revenue capture and compliance., • Coordinate with compliance and audit teams to ensure adherence to regulatory requirements., • Prepare regular reports on revenue capture performance and present findings to senior management. The Revenue Capture Manager utilizes strong analytical skills daily to interpret complex billing data and identify areas for revenue enhancement. Effective communication skills are essential for collaborating with clinical teams to ensure accurate documentation and for training staff on compliance and best practices. Proficiency with coding systems and revenue cycle software enables the manager to oversee accurate charge capture and billing processes. Leadership and project management skills are applied to drive initiatives that improve operational efficiency and reduce denials. Additionally, knowledge of healthcare regulations ensures that all revenue capture activities comply with legal and payer requirements, safeguarding the organization from financial risk.

Job Description Position Description: Client Service Manager About the Company Rockdale Financial Services Inc has a rich history in the financial industry rooted in New Jersey. The 2 principal advisors each have over 40 years in the financial services industry. Our firm works primarily with individuals and businesses owners. Our expertise is in asset and wealth management as well as coordination of tax management, risk management, debt management and estate planning. See our site at for more information. Position Overview/Summary The Client Service Manager delivers a wide range of critical client support to the advisor and principal teams and helps to provide the resources and guidance [firm’s] clients need to achieve their financial goals. Duties are varied and can include: supporting the preparation of financial plans and reviews; executing investment transactions; scheduling and organizing meetings; responding to client inquiries and maintaining and updating client files. Position Responsibilities Interact daily with clients, process client requests and answer basic client inquiries in a timely manner. Address inquiries to appropriate areas Proactively communicate with clients on a regular basis through a range of communications vehicles Coordinate the preparation of financial plans, annual or quarterly reviews and other ad-hoc client meetings materials Prepare balance sheets, investment allocation summaries, meeting agendas, charts, graphs and added services Schedule client and team meetings as required Discuss and organize follow-up steps with the advisors or firm principals after client meetings Prepare client engagement agreements and investment applications including new account applications, process transfers of client accounts, provide daily tracking of project status and keep client informed of the progress of their accounts Coordinate account transfers and obtains cost basis information for incoming assets Execute equity, fixed income, mutual fund and variable annuity transactions under the direction of the firm principal or advisors Review daily transaction reports to ensure accuracy of previous day activities Monitor client account activity including dollar cost averaging activity Verify cash balances for systematic withdrawal programs Generate and review monthly available cash report Maintain the client referral program by coordinating next steps and providing required advisor/principal support Manage all details of clients, prospects and vendors in CRM Populate and maintain accurate client data in client relationship management database, client fee billing and reporting systems Prepare fee invoices and monthly fee bill summary; coordinate compliance approval and payment for client accounts Ensure system backups are completed on routine basis Monitor continuing education requirements for advisors, principals and team members Order and maintain all supplies including forms, prospectuses and useful research information Coordinate mailings; process incoming mail Commit to continuous education and professional development to remain current in industry issues, CRM and financial planning software, including report and analysis preparation Foster an environment of open, honest and timely communications Ensure the mission statement, vision and core values of the firm are incorporated into the duties and responsibilities of the position Recruit, manage, train and motivate direct reporting staff/team according to company procedures, policy and employment law [if applicable] Maintain administration and relevant client service reporting and planning systems; manage relevant reporting of management and financial information for the client service department Required Skills and Experience Exceptional oral and written communication skills Excellent follow-up and follow-through capabilities Personable, approachable with a positive attitude Organized, meticulous, detail-oriented and able to multitask Able to interact well with sophisticated, high net worth clients and all employees Able to exercise good judgment by recognizing urgency and setting priorities Professional attitude, demeanor and appearance Able to work independently with good problem solving, mathematical and time management skills Comfortable with public speaking High degree of confidentiality and latitude Proficient with Windows based software, including MS Word, Excel, PowerPoint Knowledge of [CRM system], Morningstar and/or portfolio management software a plus 1+ years of experience in the financial services industry, preferably with an investment management or advisory firm Work experience that demonstrates interpersonal and teamwork skills Licenses Series 63 required/preferred Bachelor’s Degree [Finance or Accounting optional] from nationally-recognized institution GPA [3.XX] or higher preferred Firm Benefits [Heath Insurance; Retirement plan; life insurance; dental; vision] Company DescriptionWe are a registered investment advisory firm as well as a financial planning firm located in Monmouth County New Jersey.We are a registered investment advisory firm as well as a financial planning firm located in Monmouth County New Jersey.

Job Description Chief Revenue Officer (CRO) / General Manager Location: Oceanport, NJ Reports To: Owner Club Size: ~2,500 Active Members Status: Full-Time, Exempt About the Club The Fort Athletic Club is a premier private fitness and wellness club serving approximately 2,500 members through high-quality fitness facilities, personal training, group training, and specialized wellness offerings. We are committed to exceptional member experiences, strong culture, and sustainable growth. We are seeking a strategic, hands-on Chief Revenue Officer to lead all revenue functions and drive long-term profitability. Position Summary The Chief Revenue Officer (CRO) is responsible for all revenue-generating functions, including membership sales and retention, marketing, personal training, group training, wellness services, and corporate partnerships. This role combines executive-level strategy with operational leadership, ensuring that revenue initiatives are effectively executed at the club level. The CRO partners closely with Ownership and Operations to maximize growth, retention, and per-member revenue. Key Responsibilities Revenue Strategy & Leadership · Develop and execute a comprehensive revenue strategy for a 2,500-member premium fitness club, balancing acquisition, retention, pricing, and program innovation. · Lead, mentor, and hold accountable leaders across membership, sales, marketing, personal training, group fitness, and wellness. · Own revenue forecasting, pricing strategy, and annual planning to achieve growth and profitability targets. Membership Sales & Retention · Establish performance systems, KPIs, and accountability for membership sales and retention. · Improve lead generation, conversion rates, onboarding experience, and early-stage member engagement. · Drive retention through usage analytics, proactive outreach, loyalty initiatives, and service excellence. · Partner with operations to ensure premium service delivery that supports retention and lifetime value. Marketing & Communications · Lead data-driven marketing initiatives to increase brand visibility, lead volume, and program participation. · Oversee digital marketing, CRM campaigns, referrals, community partnerships, and member communications. · Ensure consistent brand messaging across all platforms and touchpoints. Personal Training, Group Training & Program Revenue · Drive growth in personal training, small group training, and specialty programs. · Design compensation and incentive structures aligned with revenue and retention goals. · Collaborate with fitness leadership to launch new programs and optimize schedules for utilization and profitability. Performance & Financial Management · Build and maintain dashboards tracking membership KPIs, revenue performance, retention, and department financials. · Partner with Finance to manage forecasting, budgeting, and variance analysis. · Identify underperforming areas and lead strategic adjustments. Partnerships & Community Engagement · Develop corporate wellness partnerships and local business relationships to generate new revenue streams. · Lead community engagement initiatives and events that strengthen brand presence and lead generation. Qualifications Required · 10 years managerial experience, plus 7+ years of leadership experience in revenue, sales, marketing, or commercial operations. · Experience managing multiple revenue streams in fitness, hospitality, recreation, or membership-based businesses. · Strong analytical and financial acumen, including forecasting, KPI analysis, and budget management. · Proven ability to lead cross-functional teams in a service-driven environment. Preferred · Experience in a 1,500–5,000 member fitness club or comparable health and wellness organization. · Familiarity with CRM and club management platforms (ABC Fitness, Jonas, Mindbody, etc.). · Background in premium, luxury, or boutique fitness environments. · Bachelor’s degree required; MBA or advanced degree a plus. Key Competencies · Revenue strategy and optimization · Executive leadership and people development · Member experience and retention strategy · Data-driven decision making · Financial planning and forecasting · Program innovation and growth Compensation & Benefits · Base Salary: $120,000/year · Performance-based incentives tied to membership growth, personal training revenue, and retention metrics · Total compensation potential: $150,000–$200,000/year · Health and dental benefits · Complimentary club membership

Job Description About the Role: The Warehouse Manager is responsible for leading the overall warehouse operation and ensuring that materials, inventory processes, and workflows support the needs of the business. This role sets strategy, oversees staffing and performance, manages inventory systems, and drives improvements that increase accuracy, efficiency, and cost effectiveness. The Warehouse Manager provides direction to Warehouse Supervisors and Leads and serves as the primary decision-maker for warehouse operations. Why You'll Want to Work Here: • Core values that we live every day – not just words on a page: We Win Together, Today Not Tomorrow, Performance Not Politics, • Performance pays directly tied to results – You deliver for us, we deliver for you, • Benefits you will use – Full medical, dental, and vision packages including fully employer paid options, • Secure your financial future – 401(k) with company match, • We invest in your future – ongoing training that directly results into bigger career opportunities combined with continuous education stipends, • Develop and implement warehouse strategies, SOPs, and operational standards to improve accuracy, efficiency, and productivity., • Forecast space, labor, and inventory needs based on seasonal demand, growth, and service requirements., • Design and optimize warehouse layouts, workflows, and material flow processes., • Evaluate operational risks and create plans to minimize disruption, delays, or safety concerns., • Oversee Warehouse Supervisors, Leads, and warehouse staff, ensuring clarity in roles, expectations, and performance., • Make hiring decisions, conduct performance reviews, and address performance issues, including corrective action when needed., • Determine staffing levels, schedules, and overtime needs based on operational requirements., • Build a culture of accountability, teamwork, and continuous improvement., • Own the accuracy of the warehouse inventory system, including cycle counts, annual physical counts, and reconciliation processes., • Analyze inventory trends and collaborate with procurement to set reorder points, manage stock levels, and prevent material shortages., • Investigate significant variances, recurring discrepancies, or supplier issues and implement long-term corrective actions., • Ensure proper handling, storage, and traceability of materials., • Evaluate current processes and implement improvements that reduce errors, streamline workflows, and increase throughput., • Lead adoption and optimization of warehouse management systems (WMS) and other technology solutions., • Track and report key warehouse metrics, including accuracy, productivity, fulfillment timelines, and inventory health., • Partner with leadership to develop improvement initiatives and long-term operational plans., • Partner with service, install, procurement, and finance teams to ensure the warehouse supports operational needs and customer commitments., • Communicate proactively about material availability, delays, or impacts to scheduling or job readiness., • Represent the warehouse in leadership meetings and contribute to company-wide planning and execution., • Ensure full compliance with safety standards, regulatory requirements, and company policies., • Review incident reports, lead safety audits, and implement long-term corrective actions., • Maintain certifications, equipment documentation, and vendor compliance requirements., • 5+ years of warehouse leadership experience with direct responsibility for supervising teams., • Strong understanding of warehouse operations, logistics, inventory systems, and workflow design., • Demonstrated ability to lead teams, manage performance, and make staffing decisions., • Proven track record of implementing process improvements and driving measurable results., • Proficiency with WMS platforms and inventory management tools., • Strong communication, problem-solving, and organizational skills., • Customer service focus and mindset, putting our employees and Partners first, with excellent ability to communicate and develop relationships., • Exceptional problem-solving and conflict resolution abilities to improve things both big and small., • Highly organized, ability to act quickly while still paying attention to detail. Now in its third generation of leadership, C&C continues to deliver exceptional service, quality workmanship, and a customer-first approach. Our commitment to excellence has earned us repeated recognition from industry leaders like Lennox, as well as long-standing partnerships with respected brands like Costco. At C&C, we treat every customer like family—and we bring that same energy to our team. If you’re looking to grow your career with a company built on tradition, innovation, and integrity, we’d love to meet you. C&C Air Conditioning, Heating, Plumbing & Electric is an equal opportunity employer. We consider all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law

Job DescriptionDescription: The Senior Account Manager (SAM) will be responsible for finding and opening new accounts (Hunting) in the assigned territory. The SAM needs to be able to position Aspire solutions with the decision makers at the accounts he or she uncovers, as well as any existing Aspire accounts that may be reassigned to the SAM. Positioning means that the SAM will need to be able to understand the Aspire Value proposition and how it may be relevant to a client or prospect. The SAM needs to be able to position the business outcomes that an Aspire solution will deliver to the client/prospect. The Senior Account Manager needs to be able to present and sell Aspire solutions to C-Level executives in the assigned territory or vertical. To be successful, you must have a working knowledge of Cisco technologies and the ecosystem that connects back to Cisco solutions. We expect you to quickly develop a deep understanding of the Aspire brand as well as a deep knowledge of Aspires services and the benefits of an Aspire solution. ESSENTIAL DUTIES AND RESPONSIBILITIES- MAY INCLUDE THE FOLLOWING: OTHER DUTIES MAY BE ASSIGNED. • Find new prospects who have a need for Aspire services, • Build a “trusted advisor” relationship with all your accounts, • Build, maintain and grow profitable long-term relationships with all clients, • Negotiate and close contracts to maximize Aspire’s long-term growth and profitability, • Once you’ve brought a new client to Aspire, you must be able to expand the relationship with profitable new opportunities., • Introduce and sell managed services and managed security into all your clients and prospects., • Build trust with all our core vendors and ecosystem partners, • Align your prospects and clients with the corresponding Cisco Account Manager (or other ecosystem partner), • Strategize with the Cisco AM (or other ecosystem partner) to earn deal registration, • Be the team lead and primary point of contact for any and all matters that impact your clients and prospects, • Ruthlessly pursue client satisfaction, • Work with Operations to build quotes and to verify the accuracy of quotes before they are presented to the client, • Work with distribution to find any OEM promotions that can improve the profitability of the sale, • Work with Aspire Solution Architects to develop solutions that address the clients required business outcomes, • Be able to negotiate the Statement of Business Outcomes with the client or prospect without the assistance of a Solutions Architect, • Understand and communicate internally with Aspire colleagues the client’s expectations regarding delivery of all pre-sales materials and deliverables, • Work with Aspire’s Professional Service team to verify the accuracy and business relevance of Statements or Work before they are presented to the client, • Understand and communicate internally with Aspire colleagues the client’s expectations regarding delivery of the project, including all milestones that may be client business impacting, • Communicate in Salesforce an accurate sales forecast to enable Professional Services and Finance to accurately plan their resource needs, • Embrace the Aspire culture by support your colleagues to help everyone excel, • Complete compliance training by due dates Requirements: Minimum Education and Experience: • Ten years or more track record of successful sales experience selling complex technical solutions to public sector or large enterprise accounts., • Bachelor’s degree or MBA preferred, • Experience in the partner community, • Cisco sales certification preferred. Other Skills and Abilities: • Must have a working knowledge of Cisco technologies and the ecosystem that connects back to Cisco solutions, • Ability to quickly develop a deep understanding of the Aspire brand as well as a deep knowledge of Aspires services and the benefits of an Aspire solution, • Ability to be a team player., • Must be a competitive, high achiever, who is persistent, overcoming obstacles, competition, or setbacks, • Highly motivated and able to work independently and deliver outstanding professional work, • Creative problem solver, • Excellent written and verbal communication skills with an emphasis on persuasion and presentation abilities, • Exemplify ownership and accountability in responsibilities The Senior Account Manager is also expected to attend meetings and events that take place outside of standard business hours. A typical week will have one or two dinner meetings or activities that take place in the evening. 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to stand; walk; and use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job involve normal vision. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet to moderate.

Job DescriptionDescription: Title: Enterprise Customer Success Specialist Report: VP of Customer Success Location: Remote Position Type: Full-Time Exempt Travel: Possible About Highway Highway is a fast-growing SaaS company operating in the mortgage lending space. The platform provides data and communication products, including market intelligence, software tools, calculators and a marketing suite to mortgage loan originators and real estate agents to facilitate higher conversion rates of conversations and prospects to actual loans. It is a proven solution to materially increase mortgage loan origination efficiency and effectiveness coupled with improving end-customer experience. Position Summary The Enterprise Customer Success Specialist is responsible for managing logistical support efforts in collaboration with the Enterprise Customer Success Management team. There are a range of key actions they will be asked to support, which include managing CSM email and Support ticket volume from enterprise clients and handling directly, triaging, or escalating. In addition, they will assist in the support and tracking of enterprise engagement campaigns through HubSpot. This role will be critical in allowing the Enterprise CSMs to focus on proactive activity without sacrificing responsiveness. The role of the Enterprise Customer Success Specialist will be a development opportunity for someone who would like to become a Customer Success Manager. Requirements: To perform in this position successfully, an individual must be able to perform each key responsibility satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties may be assigned to meet business needs. • Assist the Enterprise CSMs in preparing and organizing new enterprise onboarding programs., • Manage shared Enterprise CS email inbox as well as those of the individual CSMs to ensure all service requests and questions are responded to quickly and accurately., • Participate in Relationship Action Planning (RAP) and make necessary updates to HubSpot enterprise Playbooks., • Partner with Enterprise CSMs and other CS team members to develop communications and enterprise-specific campaigns to drive engagement and awareness., • Mmanage training & meeting calendars for Enterprise CSMs., • Assist Enterprise CSMs in preparing Quarterly Business Review presentations ? High school diploma or equivalent; some college education preferred. ? 2-4+ years of relevant experience required ? Knowledge of real estate and/or mortgage markets is ideal, but not required. Knowledge, Skills and Abilities • Excellent verbal and written communication skills· Strong customer service skills, • Highly organized and accountable, • Analytical and problem solving capability, • Ability to work independently with minimal supervision, • Comfortable with or able to learn HubSpot, Zendesk,Google Suite, Airtable and Sigma, among other software applications.

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