• Serve as the subject matter expert for CX operational workflows, tools, and standards. • Provide hands-on guidance to Implementation teams, ensuring operational standards are correctly interpreted and applied. • Engage with frontline teams and CX leadership to identify improvement opportunities based on qualitative insights and operational data. • Advise on best practices for time tracking, project administration, resource management, and operational compliance. • Own and maintain the CX Operations training curriculum for Implementation teams. • Design and deliver training modules covering operational processes, tools, and compliance expectations. • Update training materials as workflows, systems, and governance evolve. • Identify workflow bottlenecks, inconsistencies, and adoption gaps across Implementation processes. • Analyze insights with CX leadership to determine improvement opportunities. • Develop, document, and implement SOPs that improve consistency, efficiency, and operational effectiveness. • Conduct periodic audits to confirm adoption and refine processes as needed. • Serve as the primary Wrike System Administrator and account owner responsible for platform governance, configuration, and long-term scalability. • Partner with system owners for Salesforce, Confluence, and other platforms to address enhancements, issues, and change readiness.

• Driving Satisfaction: Connect with members, answer all questions and ensure they leave all interactions satisfied with the quality of support and confident in the One Imaging process. • Solving Problems: Use available resources, notes, and critical thinking to accurately and politely solve the member problems, aiming for on-call resolution whenever possible. • Overcoming Objections: Use proven techniques to address concerns, clarify next steps, and ensure members move forward confidently. • Delivering Outstanding Experiences: Engage members with empathy, professionalism, and clarity to build trust and reduce friction. • Multi-Channel Communication: Use phone, SMS, email, and chat to manage members requests and needs quickly, and follow up to confirm resolution. • Collaborating Cross-Functionally: Partner with internal teams to ensure information is accurate and members experience seamless handoffs. • Meeting Goals: Consistently hit weekly and monthly targets for Member Support team – call volume, time to answer, average handle time, member satisfaction, and retrieval completions.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Sales Customer Representative, you'll be the crucial link guiding clients to smart financial solutions. You'll engage with individuals and families, providing personalized strategies for Life Insurance, Indexed Universal Life (IUL), and Annuities. - Client Engagement: Nurture connections with pre-qualified clients virtually. - Needs Assessment: Understand clients' situations and aspirations. - Solution Presentation: Clearly present tailored financial strategies via Zoom/phone. - Seamless Journey: Guide clients from inquiry to plan implementation. - Efficient Workflow: Utilize CRM for managing interactions. Qualifications - Exceptional Virtual Communicators: Build rapport and convey complex info remotely. - Proactive Problem-Solvers: Results-driven and committed to client solutions. - Client Advocates: Passionate about positive financial impact. Requirements - Important Note: This is an independent contractor (1099) position. Compensation is solely commission-based. Benefits - Uncapped Earning Potential: Your hard work directly shapes your income with uncapped commissions. - Full-time opportunity offering consistent hours, stable income potential, and long-term career growth within a supportive remote environment. - Pre-Qualified Leads: Focus on building rapport; no cold calling! - Robust Growth & Support: Access training, tools, and mentorship. - Collaborative Community: Join a supportive network of peers. - Wellness Support: Opportunities for life insurance and healthcare benefits (Exchange option).

• Work in collaboration with Sales, Product, Engineering, Deployment, and CMSO Support teams throughout the customer engagement. • Accountable and responsible for the execution of service agreements, deployment of field resources, reduction in time to resolution, and escalation management. • Exercise judgment in selection methods and techniques for obtaining solutions. • Ensures best practices are being adhered to within the customer's environment. • Delivers consistent service levels by exceeding customer expectations and managing customer escalations. • Facilitates life-cycle management of upgrades, technical service bulletins and system changes. • Maintains awareness of all complex service matters including technical solutions implementations and activities. • Reporting on technical performance, and providing reviews of relevant service requests open within a customer's environment. • Ability to explain technical problems and solutions to internal stakeholders and customers. • Ensures effective coordination and support between account teams and supporting technical resources. • Builds value-added relationships within the domain of the account to become the trusted technical advisor to the customer. • Manage escalated situations through leadership and customer relationship knowledge and by assisting the technical teams in critical situations.