• Conduct full audits of the on-boarding process and related documents • Review plan documents, corporate documents, and call notes from initial setup • Verify plan status and perform completeness checks • Identify missing items and provide clear, actionable summaries for followup • Review system data to ensure accurate plan information • Review stock entries and confirm proper stock issuance • Organize client folders with all required plan and corporate records • Review retirement plan documents and coordinate corrections when needed • Serve as a proactive contact for new clients • Provide necessary documents to SBA lenders • Assist clients with retirement plan loans • Guide clients through the Year End Questionnaire and Census process • Explain complex plan rules in simple, client friendly terms • Build foundational knowledge of plan design, annual requirements, and compliance testing • Partner with internal teams to resolve on-boarding issues • Use internal tools, including Pension Pro, to manage tasks • Maintain tasks within required internal and external deadlines • Handle confidential plan information professionally and securely • Participate in special projects as needed • Take ownership of all tasks and deliverables for assigned clients • Thrive in a fast paced, deadline driven environment

• Run Zoom demos for new leads • Show how platform helps trades quote faster and win more jobs • Answer pre-sales questions • Qualify potential customers • Assist new users in setting up their platform account • Guide customers through building their first quote • Conduct onboarding sessions via Zoom • Help configure price books and templates • Follow up with trial users to ensure engagement • Explain quoting workflows and system functionality • Support users to quickly realise value from the platform • Respond to support queries via email and chat • Troubleshoot user issues and provide clear step-by-step guidance • Send demo follow-up emails • Update CRM pipeline and track opportunities • Assist with converting trial users to paid customers (feasible offshore with initial coaching and scripted guidance) • Collect and document customer feedback, common issues, and feature requests • Share insights with the internal team asynchronously via Slack or documentation

A doctor refers a family to Hera. They're cautiously optimistic but mostly overwhelmed - they've been bounced between systems, handed pamphlets, told to "call this number." They don't know what geriatric care management is. They definitely don't know it's covered by Medicare. They're one confusing phone call away from saying "never mind, we'll figure it out ourselves." You're the reason they don't. As an Onboarding Guide, you're the first voice a family hears from Hera. You help them understand how Hera competently cares for their parents, walk them through every step of getting started, and hand them off to their Hero feeling confident, heard, and ready. You're part closer, part concierge, part care coordinator. You just make the path so clear and the experience so easy that saying yes feels obvious. This role sits at the intersection of relationship-building and operations. You're selling, but what you're selling is something families genuinely need, and your job is to remove every obstacle between a referral and a first appointment. Missing paperwork, skeptical adult children, a patient who's never used a computer - you will get through whatever it takes so that the family can meet their Hero. Your mission as the Onboarding Guide - You're the reason families actually get help instead of falling through the cracks between referral and care - You aren’t just going through a motion. You're building trust with real families at a vulnerable moment - You own the full onboarding experience, no handing things off and hoping for the best - You leverage technology to make onboarding seamless, not a stack of faxes and voicemails - Elevate your ceiling. We're early stage and growing fast - Guides joining now are shaping how every future family experiences Hera The Role - 1099 flexibility, 30–40 hrs/week in business hours EST (you set your schedule) - $25-30/hour base + enrollment bonuses (top performers earn $40-50/hour) - Be the first point of contact after a doctor refers a family to Hera - guide them from "what is Hera?" to their first Hero appointment - Remote - must be located in the United States What you'll actually do - Convert referrals into active clients by helping families understand what Hera is and how we can be valuable in their care journey - Guide families through the onboarding process - paperwork, documentation, insurance verification, scheduling - so nothing stalls - Coordinate between families and Hera's care team to ensure a clean handoff to their matched Hero - Help families navigate technology: uploading documents, joining telehealth appointments, signing e-forms - Spot friction in the intake process and fix it - not just for one family, but for every family after them - Collaborate with our engineering team to streamline workflows and scale how many families we can onboard without sacrificing quality You'd be a great fit if you - Have a background in healthcare sales, care coordination, or customer success — especially with older adults or their families - Are warm on the phone and sharp on the follow-through. Families trust you quickly and nothing falls through the cracks - Think "how do I get this from 2 hours to 15 minutes" without cutting corners - Hold yourself to a high bar: done right, not just done - Are tech-savvy and energized by fast-moving environments where the playbook is still being written We're on a mission to change the way we care for our parents and redefine a universal human experience. Watch our launch video here.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Student Success Specialist position is a full-time and remote opportunity designed for individuals passionate about supporting student achievement, particularly in online learning environments. This role is integral to the student journey—from recruitment through degree completion. The specialist will support prospective and current students to guide them through academic requirements, create tailored degree plans, and discuss progress to ensure continued success. By using a variety of communication tools and technologies, the Student Success Specialist contributes directly to the goals of the assigned academic programs and the Division of Online and Strategic Learning. What you'll do and what you'll bring Position Function: - Contribute to the success of online and blended students by recruiting and advising for assigned online academic programs. - Guide prospective students through the inquiry and admissions process. - Provide support for students to interpret, understand and meet academic requirements and progress specific to their program of study. - Support and leverage student recruitment activities for the purpose of meeting the program and Division of Online and Strategic Learning goals. Job Duties: - Participate with individual, team, and small group projects and efforts that promote best practices in the areas of strategic learning and student success. - Serve as an academic advisor by providing information and encouragement for students to understand and meet specific degree requirements. - Review students’ prior coursework and current status to determine specific courses needed for degree completion and develop program specific degree plans. - Participate in student recruitment, advising, and other success strategies and programs. - Participate as directed with any recruitment travel to off-campus sites for promotional activities. - Utilize multi-modal tools, and emerging technologies and practices to innovate and discover successful practices. - Work closely with upper division and departmental advisors to ensure accuracy of information provided to students. - Remain current on university policies and procedures affecting student and program success. - Identify, develop, and promote strategies for student retention. - Support students in monitoring their academic progress. - Prepare and maintain electronic files; create and utilize report data to identify and address students at risk of not completing program of study. - Provide customer focused service in working with students, faculty, staff, administrators and stakeholders. - Utilize the CRM (Customer Relationship Management), Retention Solution, and Appointment Scheduling tools. - Oversee student employees (when assigned) by planning, assigning, and reviewing appropriate student responsibilities and workload. - Seek and perform other duties as assigned. Qualifications - Master's degree from an accredited institution by date of appointment. - One year of relevant experience (for example: teaching, counseling, advising, recruitment, admissions, online/distance program support/administration). - Excellent oral and written communication skills. - High degree of commitment to customer service. - Strong focus on detail and task completion. - Highly organized with good analytical skills. - Competency in the use of word processing, spreadsheets, database, email and internet applications. Preferred Qualifications - Direct experience assisting college-level students. - Additional years of related experience. - Project-based workgroup and/or management experience. - Proficient use of a CRM (Customer Relationship Management) or enterprise database, preferably a Student Information System. How to apply For inquiries about this opportunity, please contact Michelle Carr at michelle.carr@bsu.edu . The following documents are required in this application. Do not use the Autofill feature for resumes: - Cover letter - Resume Applications must be accepted by March 26, 2026, at 12:01 AM. Benefits - Paid 24 vacation days, 12 sick days, and 10 holidays a year. - Paid parental leave (6 weeks). - Affordable health and dental insurance. - Robust long-term disability and life insurance plans. - Range of retirement benefits. - 90 percent coverage of your child's (or children's) undergraduate college tuition at Ball State. - 100 percent coverage of your undergraduate degree tuition and 80 percent of your graduate tuition.