Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motivated individuals to become successful booking agents. Our mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan theirs, our team members enjoy the freedom of being their own boss while earning income doing what they love.
Client Services Associate
Location
United States
Posted
99 days ago
Salary
0
No structured requirement data.
Job Description
Client Services Associate
Hellosunshinetravels
Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motivated individuals to become successful booking agents. Our mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan theirs, our team members enjoy the freedom of being their own boss while earning income doing what they love. We are currently expanding and seeking passionate people who are: ️ Self-motivated ️ Excited about travel ️ Ready to transform their vacations into a business opportunity At Hello Sunshine Travels, we believe travel should not only be an adventure it can also be a paycheck. Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling customer inquiries and providing exceptional customer support. Daily tasks will include responding to emails and phone calls, resolving client issues, assisting with travel bookings and reservations, and ensuring overall customer satisfaction. The associate will also work closely with the finance team to process payments, provide budgeting assistance, and manage invoices. Qualifications - Client Services and Customer Service skills - Customer Support and Communication skills - Basic knowledge of Finance and related processes - Proven ability to multitask and handle multiple client interactions simultaneously - Strong problem-solving skills and a detail-oriented mindset - Experience in the travel or hospitality industry is beneficial
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Borrower Account Services Representative II
Texas Guaranteed Student Loan CorpTrellis Company is a nonprofit 501(c)3 corporation focused on helping people leverage the power of post-secondary education and learning to improve their quality of life and the communities where they live. For more than 40 years Trellis has served as a student loan guarantor, helping to provide trusted guidance and services that help student borrowers successfully repay their federal loans. We have invested in improving student success programs through numerous grants to colleges, universities, and research groups. Today we have expanded our services beyond higher education to include working with employers and community organizations. This combination of stability and vision creates a unique intersection: a startup environment at a company that also has a stable foundation.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Assist borrowers by negotiating and monitoring repayment arrangements serving the best interest of the Department of Education while considering individual borrower circumstances. Providing a high level of customer assistance by supplying detailed information pertaining to repayment and the various available programs in accordance with company policies and procedures, Fair Debt Collection Practices Act (FDCPA) laws, state privacy laws, treasury laws, Fair Credit Reporting Act (FCRA), Gramm-Leach-Bliley Act (GLBA), Telephone Consumer Protection Act (TCPA), Federal Family Education Loan Program (FFELP) regulations, and any other related regulatory compliance requirements. Essential Duties and Responsibilities - Provides borrowers and authorized 3rd party representatives with detailed information about available repayment programs and forgiveness/discharge options. - Analyzes borrower eligibility for federal programs following internal and regulatory policies. - Counsels borrowers to determine the appropriate program based on account eligibility, borrower’s current financial situation, and their ability to repay. - Counsels borrowers regarding the importance of repayment and the consequences of non-payment. - Researches and responds to borrower and employer correspondence, via email, letters, and documentation. - Adheres to and maintains current knowledge and compliance with FDCPA, (both State and Federal), Privacy Act, FCRA, GLBA, TCPA, and Health Insurance Portability and Accountability Act (HIPAA), as well as policies and procedures prescribed by governing agencies such as the Federal Communications Commission (FCC), Federal Trade Commission (FTC), and Consumer Financial Protection Bureau (CFPB). - Monitors accounts to ensure repayment is initiated as agreed to by the borrower. - Ensures compliance with all Trellis policies and procedures, scripts, and quality guidelines. - Accurately enters all information into the account management system. - Performs skip trace activity to gain location information. - Prepares accounts for involuntary repayment, including Administrative Wage Garnishment, Federal Offset, and State Offsets as applicable. Includes direct communication with employers regarding existing garnishments. - Effectively analyzes and manages assigned borrower work lists. - Processes Consolidation Applications, Rehabilitation Agreements, Financial Disclosure Forms, and other requests. - Initiates administrative forms and other information necessary for the borrower to satisfy selected program requirements. - Actively protects and secures Nonpublic Personal Information (NPI), safeguard Personally Identifiable Information (PII), and Protected Health Information (PHI). - Ensures borrowers are treated with the utmost respect and be mindful of customer interactions and the impact on both the Company and borrower. - Assists other teams within Borrower Services with high priority and or unexpected high-volume tasks including but not limited to: - Processes refunds and miscellaneous transactions to comply with changes in borrower status, Federal Guidance and Trellis Procedures. - Processes incoming and outgoing correspondence. - Assists with transactional and demographic updates as required. - Participates in training and other learning opportunities to ensure compliance and expand knowledge of company, position, and process. Non-Essential Duties and Responsibilities - May assist Spanish speaking borrowers. - Assist with claims processing as needed. - Provide feedback to Management on a variety of work-related processes and procedures to improve or enhance a process and performance. - Assist with training support of new and transferred team members. - Actively support the team and team responsibilities. - All other duties and responsibilities as assigned. Knowledge, Skills, and Abilities - Strong communication, numerical, analytical, critical thinking, and decision-making skills. - Must be proficient in written and verbal communications. - Strong understanding and ability to interpret and apply changing voluntary and involuntary repayment options available to the borrower, including understanding workflow and requirements of each program to be able to ascertain the account status. - Demonstrated ability to utilize software, scripts, run queries, and tools appropriately. - Demonstrated ability to prioritize work assignments and maintain activities within prescribed performance standards. - Accurately handle multiple tasks and be detail oriented in a fast-paced working environment. - Capable of learning new skills and adapting to change, work under pressure and meet established deadlines. - Ability to work with and protect sensitive or confidential information and documentation. - Strong negotiation and/or collection skills. - Strong, current knowledge of federal and state laws and regulations. - Intermediate Microsoft Office product proficiency. Qualifications - Education Required: High school diploma or equivalent. - Education Preferred: Some college, up to or including an associate degree. - Experience: Two (2) years office experience in loan servicing, collections, customer service, customer contact center, financial services, or student loan environment. Benefits - Base Salary: $17.00 – $21.00 per hour (commensurate with experience). - Corporate Annual Incentive: This position is eligible for a corporate annual incentive, subject to the discretion and approval of the Board of Directors and not guaranteed. - Paid Holidays: 11 holidays + 1 floating holiday per year. - Comprehensive benefits package including health, dental, vision, and retirement plans. Physical and Mental Demands - Occasionally must move about inside the office. - Repetitive motion. Regularly operates a computer, phone, and general office equipment. - Regularly required to handle, feel, grasp objects, and reach across a work area. - Regularly communicates with other employees and on the phone, virtually, or in person with clients. Regularly converses with internal and external contacts. - Visual acuity. Regularly must have close visual acuity to view and enter information into computer and software systems, analyze data, develop presentations and reports, and other materials. - Mental focus. Requires worker to maintain focus and exchange detailed and accurate information through oral and written communication. Work Environment - Work may be conducted remotely or in an office with a surrounding small cubicle environment. - Office work environment is climate controlled with no substantial exposure to adverse environmental conditions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity or sexual orientation. We are also an equal opportunity employer of individuals with disabilities and protected veterans. We’re currently hiring for the following shifts: - Monday–Friday, 8:00 AM – 5:00 PM Central Time. - Monday–Thursday, 10:00 AM – 7:00 PM Central Time; Friday, 8:00 AM – 5:00 PM Central Time. - Note: Occasional Saturday shifts may be required based on business demand.
Job Description About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. *This position is location-flexible; the cities listed are primary target cities. Applicants from additional locations within the Pacific Time Zone will be considered. Job Summary The Sales Manager is a dynamic and pivotal role in driving the company’s growth and maintaining client satisfaction. This role demands a deep understanding of client needs and industry trends, coupled with the ability to develop and maintain robust client relationships. A Sales Manager at our firm is not just a salesperson but a trusted advisor who engages actively with advisors, nurtures long-term relationships, and drives business development. They are expected to be highly skilled in navigating complex situations, leveraging technology, and adapting their strategies to meet the ever-evolving demands of the market and our clients. Through effective communication, resilience, and resourcefulness, our Sales Managers ensure the successful sale of life, disability, annuity, long term care and employer market cases and maintain a healthy pipeline of business opportunities. This role requires a unique blend of strategic thinking, persuasive skills, and the ability to bounce back from setbacks, all while instilling trust and integrity in every interaction. Essential Functions - Increase revenue by developing new relationships for our Practice. - Leverages our leadership and marketing teams by way of integration for large transactions and key prospect development. - Learns organizational sales process by working closely with team members to establish an expertise in designing, underwriting, and distributing life, disability, Long-Term Care and Annuity products. - Maintains prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles. - Actively engages with advisors to understand their needs and provide tailored solutions. - Analyzes feedback to improve service and client satisfaction. Pipeline / Business Development - Generate a steady flow of quality cases into the presale pipeline. - Identify and pursue new business opportunities in target markets. - Actively manage and monitor the pipeline to ensure a smooth progression of cases from initial contact to closing. - Strive to meet targeted close rates, adjusting sales tactics and advisor engagement strategies as needed. - Prepare regular reports on sales activities, market trends, and business development efforts. - Maintain accurate and up-to-date records of client interactions and sales processes. Product Knowledge - Stay updated with the latest products, services, and industry trends. - Educate producers and clients on the benefits and features of the company's offerings. - Assist in the development of marketing materials and sales tools. Collaboration and Innovation: - Work closely with internal teams to ensure cohesive business strategies. - Encourage a culture of innovation by suggesting new ideas and improvements for products and processes. - Develop and implement strategies for market penetration and client acquisition. - Collaborate with leadership around marketing needs to create and execute effective outreach campaigns to existing and new producer prospects. - Monitor the implementation of new employer market cases with our implementation team, ensuring smooth onboarding. - Coordinate with the Case Management team to deliver services that meet or exceed client expectations. 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Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: - Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. - Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. - Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. - Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. - … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com. Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.
Senior Director of Professional Services
Pantheon Systems, IncPantheon WebOps Platform powers the open web, running more than 300,000 sites in the cloud for customers including Google, Princeton, Salesloft, and Doctors Without Borders. Every day, thousands of developers and marketers create, iterate, and scale WordPress and Drupal sites to reach billions of people globally. Pantheon’s multitenant, container-based platform enables organizations to manage all of their websites from a single dashboard. Organizations, including Clorox and the United Nations, drive results through accelerated development and real-time publishing using Pantheon’s collaborative workflows.
About Pantheon Pantheon WebOps Platform powers the open web, running more than 300,000 sites in the cloud for customers including Google, Princeton, Salesloft and Doctors Without Borders. Every day, thousands of developers and marketers create, iterate, and scale WordPress and Drupal sites to reach billions of people globally. Pantheon’s multitenant, container-based platform enables organizations to manage all of their websites from a single dashboard. Organizations including Clorox and the United Nations drive results through accelerated development and real-time publishing using Pantheon’s collaborative workflows. Role Overview The Senior Director of Professional Services leads the strategy, execution, and scaling of our customer implementation and services organization. This role owns delivery excellence, utilization and margin performance, customer outcomes, and tight alignment with Customer Success, Support, Product, and Sales. You will transform the services organization into a high performing, scalable engine that delivers predictable, profitable implementations while accelerating time-to-value, enabling long-term customer outcomes, and expansion through strategic,value-added services. This leader is both strategic and highly operational—comfortable redesigning organizations and processes while also rolling up their sleeves to fix execution gaps and drive measurable results. Key Responsibilities Services Strategy & Execution - Define and execute the Professional Services strategy aligned to company growth, customer segmentation, customer experience,product maturity and expansion opportunities - Own end-to-end implementation delivery, onboarding, and paid services offerings across the customer lifecycle – driving time-to- value and long-term customer outcomes - Establish scalable, repeatable delivery models (standard, accelerated, enterprise, solution partner-led, etc) aligned to customer segment and complexity - Drive predictable project timelines, quality, and customer satisfaction Financial & Operational Ownership - Own services P&L, including revenue forecasting, margins, utilization, and cost controls - Optimize capacity planning, utilization targets, and workforce models to support scale and predictability - Improve forecasting accuracy and delivery predictability through disciplines operating rhythms and data-driven decision making - Partner with Rev Ops and Finance on pricing, packaging, and margin optimization Team Leadership & Development - Build, lead, and scale a high-performing, globally-distributed team of services leaders, project managers, consultants, and implementation specialists - Set clear performance expectations, career paths, and development plans across regions and roles, fostering consistency and accountability - Drive accountability, operational rigor, and a strong customer-first culture across internal teams and partner ecosystems Cross-Functional Alignment - Partner closely with Customer Success to ensure seamless post-implementation handoffs, shared accountability for outcomes, and ongoing value realization - Collaborate with Sales and Solutions Engineering on scoping, SOWs, and pre-sales alignment to ensure delivery feasibility and customer expectations are set correctly - Work with Product to establish feedback loops from implementation challenges and customer needs to influence roadmap and product maturity - Align with Support to ensure smooth transitions, clear, ownership, and issue escalation paths Process, Tools & Scale - Design and implement scaleable, AI-enabled delivery processes, methodologies, and governance to improve predictability, speed, and quality - Own and evolve services tooling (PSA, project tracking, resource management, reporting) leveraging automation and AI to optimize planning, delivery, and utilization - Define, automate, and track KPIs such as time-to-value, on-time delivery, CSAT, utilization, and gross margin to enable proactive management and continuous improvement Qualifications & Experience - 10+ years of experience in Professional Services or Implementation within a SaaS, PaaS or technology environment - 5+ years in senior leadership roles managing managers and scaling services teams - Proven experience owning a services P&L with strong margin and utilization outcomes - Deep understanding of SaaS or PaaS delivery models, enterprise implementations, and customer onboarding - Track record of operational transformation and scaling services in a growing organization - Experience leveraging AI and automation to improve delivery efficiency, forecasting accuracy, utilization, and customer outcomes - Strong executive presence with the ability to influence cross-functional stakeholders - Experience with PSA and services operations tools (e.g., Rocketlane, NetSuite OpenAir, Salesforce, Jira, etc), including driving automation and insight through these systems Leadership Profile This role requires a leader who is: - Execution-oriented – drives results, not just strategy - Data-driven – uses metrics to identify issues and course-correct - Customer-obsessed – focused on time-to-value and outcomes - Change-capable – comfortable leading transformation and organizational maturity - Collaborative – builds strong partnerships across post-sales and sales teams - Systems-minded – leverages automation, AI, and scalable operating models to reduce manual effort and drive predictable outcomes Impact in Year 1 - Improved implementation predictability and reduced time-to-value through standardized, automated delivery processes - Clear services packaging, pricing, and delivery models in place, supported by scalable tooling and automation - Improved services margin and utilization driven by better forecasting, capacity planning, and automation-endable efficiency - Strong alignment with Customer Success, Sales and Product and Engineering enabled by shared data, tooling, and operating rhythms - A motivated, accountable, and scalable Professional Services team supported by clear processes, automation, and modern systems - Position Services as a value multiplier: help customers realize value quickly, ensure customers maximize ROI from Pantheon, deliver strategic guidance so that customers see Pantheon as more than a tool and understand the path to measurable business outcomes. What We Offer We have all the usual perks and benefits but what we can really offer you is a fantastic work environment powered by an amazing team. - Industry competitive compensation and equity plan - Flexible time off, sick days, and 13 paid holidays - Comprehensive medical insurance including Health, Dental and Vision - Paid parental leave (plus fertility, adoption and other family planning benefits) - In-office workspace (San Francisco) - Monthly allowance for wellness, reading and access to LinkedIn Learning for continued development - Events and activities both team-based and company wide that inspire, educate and cultivate The base salary range for this role is $144,000–$200,000 USD This position also offers a performance bonus dependent on company performance. Our salary ranges are determined by role, level, and location. Pantheon is an equal opportunity employer and we welcome applications from all backgrounds regardless of race, color, religion, sex, national origin, ancestry, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other classification protected by law. Pantheon complies with federal and local disability laws and makes reasonable accommodations for applicants and employees with disabilities. If you need a reasonable accommodation due to a disability for any part of the interview process, please contact talent@pantheon.io. Pursuant to local and federal regulations, Pantheon will consider qualified applicants with arrest and conviction records for employment. After an offer is made and accepted, E-verify will be utilized to establish your identity and employment eligibility as required by the U.S. Department of Homeland Security. To review the Employee and Applicant's Privacy Policy, click here. Visa Sponsorship is not available at this time.
Client Services Associate
HellosunshinetravelsHello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motivated individuals to become successful booking agents. Our mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan theirs, our team members enjoy the freedom of being their own boss while earning income doing what they love.
Client Services Associate (Travel Agent) Location: Remote | Work From Anywhere Type: Independent Contractor / Flexible Schedule Do you love to travel and help others create unforgettable experiences? ️ Were looking for motivated individuals to join our growing team as Remote Guest Services Representatives! As a Travel Agent, youll work remotely assisting clients with booking vacations, cruises, group trips, and more. Full training is provided no prior experience needed! Responsibilities - Provide excellent guest service while helping clients plan their travel - Research destinations, accommodations, and activities - Book travel arrangements (flights, hotels, cruises, tours, etc.) - Maintain client relationships and ensure seamless travel experiences - Stay informed on current travel trends, deals, and vendor promotions Qualifications - Passion for travel and helping others - Strong communication and customer service skills - Self-motivated, organized, and detail-oriented - Must be 18 years or older - Reliable internet connection Perks & Benefits - 100% remote work from anywhere - Flexible hours (full or part-time) - Access to exclusive travel discounts & perks - Comprehensive training and mentorship provided - Growth opportunities within the travel industry
