• Collaborating closely with the CX VP and managers to gain insights into our current business growth stage and departmental needs • Monitor and troubleshoot data issues across CX systems (Churnzero, Intercom, Salesforce, BigQuery) — coordinate root cause analysis, and ensure timely resolution to minimize downstream business impact • Partner with Finance and Revenue operations to monitor the entire customer lifecycle (contracting, onboarding, renewals, churn) to identify and address process or insights gaps in the customer journey • Detect early signals of at-risk renewals, design playbooks for CSMs to address them, and provide path to escalation • Analyze and improve our Customer Health Score. Leverage strategic score feedback to build on and improve relationship management processes • Build and maintain centralized dashboards for CX functions (Support, Customer Success, Account Management) • Collaborate closely between the Operations team and Product to align infrastructure and ensure CX reporting is accurate, consistent, and accessible • Establishing, maintaining, and enforcing SLAs across Revenue and CX teams

Role Description This role supports student enrollment, customer communication, scheduling coordination, and administrative operations across swim school locations. - Customer Service & Lead Management - Manage inbound and outbound calls, emails, and messages from families. - Provide clear information about swim programs, pricing, and schedules. - Convert inquiries into enrolled students. - Enrollment & Scheduling Coordination - Schedule swim lessons and coordinate class availability. - Manage bookings, cancellations, and reschedules. - Coordinate schedules between families and instructors. - Customer Communication & Retention - Follow up with leads and enrolled families. - Provide updates, reminders, and class information. - Ensure a positive customer experience throughout the enrollment process. - CRM & Administrative Support - Maintain accurate student records in the CRM. - Update enrollment status, notes, and customer interactions. - Assist with reporting, tracking, and internal documentation. - Operational & Marketing Support - Assist management with administrative workflows. - Support coordination tasks across swim school locations. - Assist with light social media or marketing coordination when required. Qualifications - Minimum 2 years of experience in customer service, client support, or virtual assistant roles. - At least 2 years of experience scheduling appointments, coordinating calendars, or managing service bookings. - Minimum 2 years of experience handling inbound inquiries and follow-ups via phone, email, or messaging platforms. - At least 2 years of experience using CRM systems or customer management tools such as HubSpot or similar platforms. - Minimum 2 years of experience managing multiple operational tasks simultaneously such as customer communication, scheduling, and administrative tracking. Requirements - Experience with CRM systems such as HubSpot or similar platforms. - Familiarity with Google Workspace, Zoom, RingCentral, Canva, or related tools. - Ability to learn new tools and workflows quickly. - Professional and quiet remote work setup (PC) with reliable high-speed internet. - Strong Zoom presence and polished communication skills. - Ability to balance client interactions with administrative responsibilities. - Submission of an introductory video is required as part of the hiring process. Benefits - Stable, full-time remote work paid in USD. - Opportunity to support a nationally recognized education brand. - Career growth within customer experience and operations roles. - Professional remote work culture and training support. - Long-term development opportunities with growing U.S. businesses.

Unlock your potential from anywhere. We're building a passionate team dedicated to client success and flexible remote work. We are seeking a results-oriented and customer-centric Sales Customer Representative to join our expanding work-from-home team. If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success. Your Day-to-Day as a Sales Customer Representative: You will be instrumental in guiding clients toward informed financial decisions. This includes: - Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families. - Personalized Needs Assessment: Gaining a deep understanding of clients' financial situations and aspirations. - Strategic Solution Presentation: Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms. - End-to-End Client Guidance: Ensuring a smooth and seamless experience from initial contact through plan implementation. - CRM Proficiency: Efficiently managing client interactions and data within our CRM system. Why Join Our Team? - Unlimited Earning Potential: Your effort directly impacts your income with an uncapped commission structure. - Flexible Remote Work: Design a schedule that truly supports your work-life balance from your home office. - No prior experience needed - we provide full training to set you up for success. - Enjoy a full-time role packed with opportunities to advance and grow your career. - Pre-Qualified Leads Provided: Dedicate your time to building relationships, not cold calling. - Comprehensive Support: Benefit from extensive training, cutting-edge tools, and invaluable mentorship. - Strong Community: Become part of a collaborative and supportive network of peers. - Benefits Access: Opportunities for life insurance and healthcare benefits to support your well-being. We're Looking For Individuals Who Are: - Exceptional Virtual Communicators: Capable of establishing rapport and clearly articulating complex information remotely. - Highly Self-Motivated & Disciplined: Thrive in an independent, home-based work environment. - Proactive Problem-Solvers: Results-driven and dedicated to finding the best solutions for clients. - Dedicated Client Advocates: Passionate about positively impacting clients' financial futures. Important Notice: This is an independent contractor (1099) role. All compensation is commission-based. Ready to shape your professional destiny in a dynamic remote sales landscape? Explore this exciting opportunity and apply now!

Jumpstart Your Career in Sales & Client Success! Entry-Level Client Success Associate - Remote (with occasional travel to White House, TN) About the Role: Looking to break into sales or client success but don't know where to start? This is a true entry-level opportunity designed to give you hands-on experience, real client exposure, and direct mentorship from senior leadership, without the pressure of a commission-only sales role. You'll learn how to build relationships, support clients, and grow business skills that can launch your long-term career. Location: Remote, with occasional in-person collaboration (3 - 5 times per year). Candidates must reside in the greater Nashville area or within a 4-hour drive of Nashville, TN. Why You'll Love This Role: - Hands-on experience in sales, account management, and client success - Learn the full client lifecycle and grow your professional skillset fast - Mentorship from senior leadership - Remote work with occasional trips to our HQ in White House, TN - Work with a company trusted by 1,000+ clients for over 25 years What You'll Be Doing: - Reach out to insurance carriers and industry partners via phone, email, and LinkedIn - Schedule appointments and support senior leadership - Assist account managers with client communications, onboarding, and follow-ups - Track client requests and help ensure our clients are happy - Learn how First Notice of Loss (FNOL) workflows and reporting impact real business outcomes Who You Are: - Bachelor's degree required (Business, Marketing, Communications, or related field preferred) - Comfortable speaking with professionals and making outbound calls - Organized, coachable, and ready to learn - Interested in insurance, claims, or client-facing roles Perks & Benefits: - $50,000 - $70,000 annually (final compensation based on education, experience, location, skills, and abilities) - Medical, dental, vision, life & AD&D, accident insurance, critical illness, FSA, telemedicine - 401(k) after 6 months & PTO after 90 days - Employee Assistance Program & flexible work setup Company Overview: First Call Claims Solutions (QRM) is a trusted call center with 25+ years of experience serving 1,000+ clients nationwide. We specialize in processing insurance claims-from the very first report of a loss (FNOL - First Notice of Loss) to any other incident that needs attention (FNOI - First Notice of Incident)-and provide 24/7 support, overflow handling, and dedicated CAT response teams.