This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Service Delivery Manager for Evive is directly responsible for helping bswift deliver an exceptional client experience by supporting employers and their members on our personalized health engagement platform. This role combines client relationship management, technical platform configuration, data-driven insights, and cross-functional collaboration to ensure that each client’s Evive environment is optimized for engagement, accuracy, and performance. Evive is a post‑election, personalization-focused SaaS platform, and this role emphasizes understanding client benefit structures, demographic data, and health engagement strategies to deliver curated, member-level experiences. Key Responsibilities - Platform Implementation & Ongoing Delivery - Lead and guide clients through the implementation of new Evive solutions, including requirements discovery, data intake, and platform setup. - Configure Evive settings to reflect client-specific benefit programs, demographics, communication rules, eligibility data, and personalized journey triggers. - Maintain and update client configurations as plan designs, data inputs, eligibility rules, or engagement strategies evolve. - Ensure consistent delivery of Evive’s personalization features—journey pathways, nudges, recommendations, and communication outreach. - Client Support & Issue Resolution - Serve as the primary day-to-day contact for clients using the Evive platform, ensuring accurate and timely responses to questions and incidents. - Research and resolve client inquiries related to: - Eligibility data - Health journey outputs - Personalization logic or rules engines - Data file discrepancies - Own tickets or issues from intake through resolution, including coordination with product, engineering, or data teams as needed. - Testing & Quality Assurance - Test client-specific Evive configurations, including: - Data mapping and demographic ingestion - Benefit-based logic - Personalization rule triggers - Communication workflows - Validate new or updated functionality to ensure accuracy before client launch or new calendar cycle. - Cross-Functional Collaboration - Partner with product management, engineering, data operations, and call center teams to ensure: - Successful product deployments - Smooth onboarding - Accurate eligibility and event data processing - Resolution of escalated issues - Provide actionable client feedback to product teams to influence future enhancements. - Training & Client Enablement - Prepare and deliver product demonstrations, including platform walkthroughs, new feature training, and open enrollment updates. - Provide best practices for client administrators on using the Evive portal, dashboards, reporting, and member engagement tools. - Data & File Management - Manage workflows associated with carrier feeds, eligibility files, demographic updates, and other inbound data that drive personalized recommendations. - Work with integrated support teams on data validation and issue tracking. - Continuous Improvement - Identify opportunities to enhance service efficiency, reduce manual work, and improve the client and member experience. - Recommend process improvements based on recurring themes or observed platform behavior. - Maintain in-depth knowledge of Evive’s platform, rules engine, reporting capabilities, and engagement strategies. - Leadership & Team Contribution - Mentor junior team members or analysts supporting Evive client operations. - Lead or contribute to client meetings, status calls, and strategic planning discussions. - Support pre‑sales, solutioning conversations, or demos when needed. Qualifications - 5+ years of direct client-facing experience in benefits administration, digital health engagement, or HR technology. - 2+ years managing projects or implementations in a SaaS environment. - Strong technical aptitude with comfort navigating personalization engines, eligibility files, and data-driven systems. - Proficiency in Excel (VLOOKUP, PivotTables, data validation). - Excellent communication skills with the ability to articulate technical concepts to both technical and non-technical users. - Ability to work in a fast-paced, ambiguous environment and make timely decisions. - Strong analytical mindset and ability to leverage data for client strategies. - Detail‑oriented, organized, and reliable with strong follow-through. - Passion for teamwork, customer success, problem solving, and operational excellence. - Bachelor’s degree or equivalent professional experience. Benefits - Comprehensive Health Benefits: Health, dental, and vision plans to support your wellness. - Competitive Compensation: A package recognizing your skills and contributions, including performance-based incentives. - Flexible Work Environment: Remote-first, office-friendly options. - Retirement Savings Plans: Employer-sponsored programs for financial security. - Professional Development: Career growth opportunities through training and resources. - Supportive Culture: Collaboration, open communication, and creative problem-solving. - Employee Wellbeing Initiatives: Mental health, financial planning, and wellness resources.

Location: Remote (PacificTime Zone preferred) Scheduled Hours: 10:00am - 6:30pm At BRECOflex CO., L.L.C., we’re strengthening support for our growing West Coast customer base. We’re looking for a Bilingual Customer Account Coordinator who will thrive on building relationships, solving problems, and driving results. In this high-impact role, you’ll serve as a key partner to our Western territory sales team, ensuring customers receive fast, accurate, and solutions-focused support every step of the way. What You'll Do: - Manage customer inquiries via phone, email and chat inquiries. - Support outside sales teams with account management and Western territory coordination. - Process customer orders, ensuring accuracy and timely fulfillment. - Respond to customer needs, including technical product support, quotes, order updates, and complaint resolution. - Manage CRM records, issue RGA/RMAs, and handle returns precisely. - Collaborate with vendors, purchasing teams, and internal departments to meet customer requirements. - Ensure compliance with ISO 9001 standards in daily activities. What We’re Looking For: - Education: A high school diploma or GED is required. - Experience: - Minimum 3 years in a customer service or account support role. - Experience in manufacturing or industrial settings preferred. - Skilled in CRM tools, ERP systems (SAGE), and pricing programs. - Proven ability to support customers and sales teams effectively. - Experience with inventory and purchasing systems required. - Experience with communication customer product needs and application. - Pacific Time coverage for West Coast accounts. - Skills: - Fluent in Spanish and English (written and verbal).Required - Proficient in Microsoft Excel/Google Sheets. - Exceptional communication, organizational, and problem-solving skills. Work Environment: - Fully Remote work Scheduled hours Pacific Time (10:00 am - 6:30 pm). - Must maintain a professional, distraction-free home office environment. - Ability to sit and work at a computer for extended periods of time. - Must be comfortable handling a high volume of customer communication in a fast-paced environment. - Frequent use of phone, email, chat, video conferencing, and other digital communication platforms. Compensatiopn and Benefits: - Salary Range:$21/hr- $22hr based on experience - FREE Medical, Dental, Vision and Life Insurance - Employer Paid Life Insurance for Employees - Paid Time Off:Vacation, Personal, Sick Days - 401(k) with Company Match - Employee Assistance Program (EAP) Our Mission To deliver innovative, high quality solutions through trusted partnerships, empowered people and a culture of excellence that drives performance and value across every market we serve. Ready To Apply? Visit www.brecoflex.com to learn more about our company and explore current opportunities. We’d love for you to be part of our team! About BRECOflex BRECOflex CO., L.L.C. is a trusted manufacturer of high precision timing belts and drive components, serving diverse industries since 1989. As an ISO-certified company, we prioritize innovation, quality and continuous improvement in a collaborative, high-tech environment.

Location: Remote (PacificTime Zone preferred) Scheduled Hours: 10:00am - 6:30pm At BRECOflex CO., L.L.C., we’re strengthening support for our growing West Coast customer base. We’re looking for a Bilingual Customer Account Coordinator who will thrive on building relationships, solving problems, and driving results. In this high-impact role, you’ll serve as a key partner to our Western territory sales team, ensuring customers receive fast, accurate, and solutions-focused support every step of the way. What You'll Do: - Manage customer inquiries via phone, email and chat inquiries. - Support outside sales teams with account management and Western territory coordination. - Process customer orders, ensuring accuracy and timely fulfillment. - Respond to customer needs, including technical product support, quotes, order updates, and complaint resolution. - Manage CRM records, issue RGA/RMAs, and handle returns precisely. - Collaborate with vendors, purchasing teams, and internal departments to meet customer requirements. - Ensure compliance with ISO 9001 standards in daily activities. What We’re Looking For: - Education: A high school diploma or GED is required. - Experience: - Minimum 3 years in a customer service or account support role. - Experience in manufacturing or industrial settings preferred. - Skilled in CRM tools, ERP systems (SAGE), and pricing programs. - Proven ability to support customers and sales teams effectively. - Experience with inventory and purchasing systems required. - Experience with communication customer product needs and application. - Pacific Time coverage for West Coast accounts. - Skills: - Fluent in Spanish and English (written and verbal).Required - Proficient in Microsoft Excel/Google Sheets. - Exceptional communication, organizational, and problem-solving skills. Work Environment: - Fully Remote work Scheduled hours Pacific Time (10:00 am - 6:30 pm). - Must maintain a professional, distraction-free home office environment. - Ability to sit and work at a computer for extended periods of time. - Must be comfortable handling a high volume of customer communication in a fast-paced environment. - Frequent use of phone, email, chat, video conferencing, and other digital communication platforms. Compensatiopn and Benefits: - Salary Range:$21/hr- $22hr based on experience - FREE Medical, Dental, Vision and Life Insurance - Employer Paid Life Insurance for Employees - Paid Time Off:Vacation, Personal, Sick Days - 401(k) with Company Match - Employee Assistance Program (EAP) Our Mission To deliver innovative, high quality solutions through trusted partnerships, empowered people and a culture of excellence that drives performance and value across every market we serve. Ready To Apply? Visit www.brecoflex.com to learn more about our company and explore current opportunities. We’d love for you to be part of our team! About BRECOflex BRECOflex CO., L.L.C. is a trusted manufacturer of high precision timing belts and drive components, serving diverse industries since 1989. As an ISO-certified company, we prioritize innovation, quality and continuous improvement in a collaborative, high-tech environment.

• Serve as primary point of contact for assigned clients • Ensure all client meetings have documented notes, assigned action items, and clear deadlines entered into CRM within 24 hours • Coordinate with Investment Operations to initiate and track money movement, transfers, and account maintenance requests, confirming completion within expected timelines • Manage custodian communications and servicing requests, ensuring proactive follow-through and client updates • Oversee insurance case coordination, underwriting progress, and documentation tracking, ensuring no outstanding requirements exceed defined follow-up intervals • Maintain real-time visibility into the active workload of all Client Service Executives • Conduct weekly pipeline review meetings with the CSE team to review: - Open tasks - Aging items (7+ days outstanding) - Upcoming client meetings - Active onboarding workflows • Review CRM activity to confirm: - 95%+ of client meetings have documented notes and assigned action items within 24-48 hours - All tasks have a clearly defined owner and deadline • Monitor task aging and escalate items that exceed defined service-level standards. • Identify bottlenecks in onboarding, servicing, or documentation and take ownership for driving them to resolution, modeling and reinforcing an outcome-oriented culture where issues are carried through to completion • Serve as the operational checkpoint between: Client Service Executives, Private Wealth Planners, Advisors, Investment Operations • Conduct structured pre-meeting readiness reviews for Tier 1 & 2 meetings to confirm: - Planning materials are complete - Reports are accurate - Action items from prior meetings are resolved • Ensure hand-offs between departments are documented in CRM and assigned • Resolve breakdowns in communication within 48 hours of identification • Standardize meeting follow-up expectations across advisors to ensure consistency • Conduct monthly CRM audit reviews to measure: - Task integrity rate - Action item documentation rate - Task completion velocity • Track onboarding cycle time from signed agreement to funded account and recommended process improvements where delays exceed target benchmarks • Propose at least one process enhancement per quarter focused on reducing servicing friction or improving efficiency • Maintain documentation standards within CRM and Guru; ensure firm-wide adherence to documentation protocols • Conduct bi-weekly 1:1 check-ins with each CSE focused on: workflow organization and execution gaps • Provide feedback to Director of Operations & Compliance prior to performance reviews • Communicate with Director of Operations & Compliance directly when standards are not being met and set corrective expectations • Train new CSE and advisor hires on workflow discipline and execution standards • Hold advisors accountable to documented process when servicing standards are bypassed