Role Description This role is remote and not required to be in the office, however this position is required that the candidate lives within 50 miles of the Phoenix business unit. The Account Success Representative is responsible for developing strong customer relationships that promote retention and loyalty, particularly at the start of the customer journey with WM. Additionally, this role will work closely with both our sales team and customers to ensure the customer is onboarded successfully. Essential Duties and Responsibilities - Conduct Sales Rep to OBC customer transition meeting to handle onboarding process - Review and verify all customer set up information is accurate - Contact customer prior to delivery to confirm delivery date - Verify in MAS container has been delivered and review routing to confirm service day - Contact customer to confirm receipt of container and review scheduled service day - Follow up with customer after first service to confirm was completed to their satisfaction - Contact customer to review invoice, ensure service levels are correct, review contamination charges etc. - Conduct OBC to account manager customer transition meeting to handle future needs and concerns Qualifications - Bachelor's Degree (accredited), or in lieu of degree - High School Diploma Or GED (accredited) - 4 years of relevant work experience - 2 years Experience in customer service (in addition to education requirement) Physical Requirements - Repetitive Motions - Eye/Hand/Foot Coordination - Sitting - Talking - Hearing - Office: This job primarily operates in a remote work environment and routinely requires the use of standard office equipment such as computers, phones, copy machines, etc. Benefits - Competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability - Stock Purchase Plan - Company match on 401K - Paid Vacation, Holidays, and Personal Days - Benefits may vary by site

Role Description The Customer Success Specialist is responsible for developing and maintaining customer relationships with our enterprise customers. You will be working closely with customers to promote retention and provide an overall positive experience. You will engage with existing customers to align business outcomes, creating clear success criteria and ensuring customer satisfaction. This role will work under the Professional Services department while building cross-functional relationships with the Sales team and IT/engineering production teams. - Own and deliver successful outcomes that align with the expectations defined and agreed upon in sales and project requirement documents. - Develop a governance model that ensures engagement with customers that provides transparency and alignment across all internal and external stakeholders (Production, IT, and Executive leadership). - Build a strong partnership with Symbeo sales team, and develop customer relationships to assist in managing pre-sales expectations, and customer escalations. - Be accountable for understanding, monitoring, reporting and cultivating customer satisfaction across your portfolio of Enterprise customers. - Understand the success profile of strategic and premium customers, nurture relationships and identify growth opportunities. - Provide effective tracking and communication to customers regarding Symbeo services, products, upgrades and changes. - Additional duties as assigned. Qualifications - Strong presenter who can enthusiastically lead a presentation that influences audiences and drives consensus across both external customer and internal Symbeo stakeholders. - A calm, professional leader who can handle high pressure and complicated customer expectations with shifting and evolving priorities. - Demonstrated ability to communicate clearly and effectively, possess interpersonal skills to foster positive relationships. - Excellent attention to detail and organizational skills. Requirements - High school diploma, Bachelor's degree preferred, and/or relevant work experience. Benefits - A comprehensive benefits package is available for full-time regular employees and includes: - Medical (HDHP) w/Pharmacy - Dental - Vision - Long Term Disability - Health Savings Account - Flexible Spending Account Options - Life Insurance - Accident Insurance - Critical Illness Insurance - Pre-paid Legal Insurance - Parking and Transit FSA accounts - 401K - ROTH 401K - Paid time off Company Description CorVel, a certified Great Place to Work® Company, is a national provider of industry-leading risk management solutions for the workers’ compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities. Over 4,000 people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!).

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The annual salary for this position is $60,000 Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Client Relations Specialist, you’ll be the primary point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting them throughout their journey. You’ll lead client meetings, coordinate workflows, and help clients understand both the technical setup and ongoing services we provide. This role blends customer experience, accounting knowledge, and operational coordination—requiring clear communication, attention to detail, and the ability to manage multiple clients at once. You’ll work cross-functionally with internal teams while ensuring clients feel supported, informed, and set up for success. What You'll Be Doing - Lead onboarding meetings and guide clients through their service setup and expectations - Educate clients on accounting best practices and software (e.g., QuickBooks Online) - Support technical setup including bank feeds, integrations, payroll imports, and account connections - Manage client communications, answering questions related to accounting, services, pricing, and processes - Help clients navigate product changes, including upgrades, downgrades, and billing adjustments - Proactively manage client workflows and timelines to ensure a smooth onboarding experience - Resolve client issues and prevent escalations through strong problem-solving and communication - Collaborate with internal teams to coordinate client needs and improve processes - Build a strong understanding of small business operations across various industries What Makes You Successful - You can simplify complex topics for clients - You stay organized and proactive in a fast-paced environment - You take ownership of client experience and outcomes - You’re comfortable working independently while collaborating with a team

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The annual salary for this position is $60,000 Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Client Relations Specialist, you’ll be the primary point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting them throughout their journey. You’ll lead client meetings, coordinate workflows, and help clients understand both the technical setup and ongoing services we provide. This role blends customer experience, accounting knowledge, and operational coordination—requiring clear communication, attention to detail, and the ability to manage multiple clients at once. You’ll work cross-functionally with internal teams while ensuring clients feel supported, informed, and set up for success. What You'll Be Doing - Lead onboarding meetings and guide clients through their service setup and expectations - Educate clients on accounting best practices and software (e.g., QuickBooks Online) - Support technical setup including bank feeds, integrations, payroll imports, and account connections - Manage client communications, answering questions related to accounting, services, pricing, and processes - Help clients navigate product changes, including upgrades, downgrades, and billing adjustments - Proactively manage client workflows and timelines to ensure a smooth onboarding experience - Resolve client issues and prevent escalations through strong problem-solving and communication - Collaborate with internal teams to coordinate client needs and improve processes - Build a strong understanding of small business operations across various industries What Makes You Successful - You can simplify complex topics for clients - You stay organized and proactive in a fast-paced environment - You take ownership of client experience and outcomes - You’re comfortable working independently while collaborating with a team