ClearOne Advantage

• Coordinate daily operational and administrative activities across multiple departments. • Maintain accurate digital records, databases, and company documentation. • Respond to customer and internal team inquiries via email, phone, and chat in a professional and timely manner. • Assist with scheduling meetings, managing calendars, and coordinating virtual appointments. • Process business documents, reports, and operational requests with accuracy. • Monitor workflows and identify opportunities to improve operational efficiency. • Prepare reports, spreadsheets, and presentations using Microsoft Office and Google Workspace. • Collaborate with cross-functional teams to ensure projects and operational tasks are completed on schedule. • Maintain confidentiality of customer, employee, and company information. • Perform additional administrative and operational duties as assigned.

• Manage calendars, schedules, and meeting coordination for leadership and operational teams. • Maintain accurate records, client documentation, and internal files. • Prepare, organize, and distribute reports, correspondence, and other business documents. • Coordinate with internal departments to ensure timely communication and workflow completion. • Assist with administrative projects, data entry, and tracking systems. • Identify opportunities to improve processes and help streamline day-to-day operations.

• Lead, coach, and develop a team of client specialists • Set clear expectations and drive accountability through observations and performance management • Build a culture of motivation, empowerment, and continuous improvement • Train agents and create development pathways that enable them to excel • Champion an excellent client experience across every team interaction • Take ownership of client issues and drive strategic, complete resolutions • Build client loyalty and retention throughout the program lifecycle • Develop and implement service procedures that improve the client experience and drive revenue • Deliver and exceed performance goals and key metrics • Analyze data and evaluate results to build action plans for improvement or sustained performance • Prepare and present biweekly team performance decks and participate in monthly and quarterly business reviews • Monitor schedules, resources, and operational priorities to maintain quality and efficiency • Drive change and adaptability within the team with clarity and enthusiasm • Implement strategic processes that improve service quality and support company priorities • Collaborate with internal and external stakeholders at the director level and above • Some travel may be required for in-person business meetings

• Review Financial statements and credit reports to determine eligibility of clients. • Receiving inbound calls and applications from potential clients through a variety of marketing resources • Assisting customers by gathering information on their financial situation and presenting possible solutions, including enrollment into our program • Provide customers with accurate information regarding their financial analysis. • Maintaining a consultative relationship with the customer throughout the process • You will gain expertise in alignment of clients’ needs with the benefits of our program and how we accelerate their path to financial independence. • Execute orders using the company's central database and computer system.

• Review Financial statements and credit reports to determine eligibility of clients • Receiving inbound calls and applications from potential clients through a variety of marketing resources • Assisting customers by gathering information on their financial situation and presenting possible solutions, including enrollment into our program • Provide customers with accurate information regarding their financial analysis • Maintaining a consultative relationship with the customer throughout the process • Execute orders using the company's central database and computer system

• Review Financial statements and credit reports to determine eligibility of clients. • Receiving inbound calls and applications from potential clients through a variety of marketing resources • Assisting customers by gathering information on their financial situation and presenting possible solutions, including enrollment into our program • Provide customers with accurate information regarding their financial analysis. • Maintaining a consultative relationship with the customer throughout the process • You will gain expertise in alignment of clients’ needs with the benefits of our program and how we accelerate their path to financial independence. • Execute orders using the company's central database and computer system.

• Review Financial statements and credit reports to determine eligibility of clients • Receiving inbound calls and applications from potential clients through a variety of marketing resources • Assisting customers by gathering information on their financial situation and presenting possible solutions, including enrollment into our program • Provide customers with accurate information regarding their financial analysis • Maintaining a consultative relationship with the customer throughout the process • You will gain expertise in alignment of clients’ needs with the benefits of our program and how we accelerate their path to financial independence • Execute orders using the company's central database and computer system.

• Review Financial statements and credit reports to determine eligibility of clients • Receiving inbound calls and applications from potential clients through a variety of marketing resources • Assisting customers by gathering information on their financial situation and presenting possible solutions, including enrollment into our program • Provide customers with accurate information regarding their financial analysis • Maintaining a consultative relationship with the customer throughout the process • You will gain expertise in alignment of clients’ needs with the benefits of our program and how we accelerate their path to financial independence • Execute orders using the company's central database and computer system