• This is primarily a voice-based role, with additional responsibilities that include handling emails as needed • Deliver fast, accurate, and empathetic support to our workplace customers across voice and email, resolving shift, payment, and platform-related issues in real time • Navigate tools like Zendesk and the Clipboard Health portal to investigate cases, update form fields, log clear internal notes, and maintain accurate documentation • Apply sound judgment and critical thinking to troubleshoot issues, follow or adapt workflows, and escalate only when necessary • Develop deep expertise in our products and processes to identify recurring issues or process gaps, helping improve both customer experiences and internal operations. • Work cross-functionally with teams such as Billing, Account Management, and Worker Operations to gather the necessary information and ensure customer issues are resolved effectively • Uphold our values such as unreasonably fast, ownership, and uncomfortably high standards in every interaction

• This is primarily a voice-based role, with additional responsibilities that include handling emails as needed • Deliver fast, accurate, and empathetic support to our workplace customers across voice and email, resolving shift, payment, and platform-related issues in real time • Navigate tools like Zendesk and the Clipboard Health portal to investigate cases, update form fields, log clear internal notes, and maintain accurate documentation • Apply sound judgment and critical thinking to troubleshoot issues, follow or adapt workflows, and escalate only when necessary • Develop deep expertise in our products and processes to identify recurring issues or process gaps, helping improve both customer experiences and internal operations. • Work cross-functionally with teams such as Billing, Account Management, and Worker Operations to gather the necessary information and ensure customer issues are resolved effectively • Uphold our values such as unreasonably fast, ownership, and uncomfortably high standards in every interaction

• Deliver fast, accurate, and empathetic support to our workplace customers across voice and email, resolving shift, payment, and platform-related issues in real time • Navigate tools like Zendesk and the Clipboard Health portal to investigate cases, update form fields, log clear internal notes, and maintain accurate documentation • Apply sound judgment and critical thinking to troubleshoot issues, follow or adapt workflows, and escalate only when necessary • Develop deep expertise in our products and processes to identify recurring issues or process gaps, helping improve both customer experiences and internal operations. • Work cross-functionally with teams such as Billing, Account Management, and Worker Operations to gather the necessary information and ensure customer issues are resolved effectively. • Uphold our values such as unreasonably fast, ownership, and uncomfortably high standards in every interaction

• Manage the client support email/ticketing inbox, ensuring timely and accurate resolution of account maintenance and research requests while identifying trends to refine workflows and enhance service delivery • Proactively identify opportunities to improve processes, streamline workflows, and implement efficiencies that enhance both client experience and internal operations • Communicate client needs to appropriate departments and provide responses back to the clients promptly • Assist with distributing approved program-wide communications • Create and maintain department procedures and documentation, focusing on accuracy and usability • Manage and complete various account maintenance and research requests with a focus on reducing rework and improving turnaround times • Understand the complexity of our program, credit card processes and procedures and apply this knowledge to suggest enhancements that simplify client and internal workflows • Partner with the Client Relations Managers to support client requests and training, incorporating feedback into process and training improvements • Leverage internal resources to build and maintain a strong relationships with clients and colleagues • Support the onboarding process for new clients, contributing to streamlined implementation • Participate in the planning and execution of special projects, bringing forward ideas that enhance efficiency, automation, and overall program effectiveness