Role Description - Must exemplify TreviPay Mission and Values. - Must meet or exceed department metrics, program Service Level Agreements (SLAs) and department Service Level Standards (SLSs). - Skilled to de-escalate challenging customers, clients or merchants and provide exceptional customer support. Use sound judgement to route escalated requests and unresolved issues to the appropriate team members (e.g.: tier 2 or 3 or Leadership). - Serve as a primary contact to clients, merchants and customers providing timely, accurate and comprehensive responses and resolution to common questions and issues regarding supported programs, systems, processes, and procedures. - Provide feedback and assistance to collaborate with other team members or leadership to improve processes, procedures, new implementations and subsequent training and documentation. - Welcome change and adapt positively to internal and external changes as well as driving change as needed. - Dedicated to actively engage in building rapport with internal and external parties to provide an excellent customer experience resulting in increased program usage. - Illustrate initiative by proactively contacting customers and merchants to address issues (e.g.: rejections, disputes, authorizations, technical needs, potential account issues, etc.). - Complete assigned learning before the due date while actively participating in learning sessions. - Perform other duties as assigned by leadership. Qualifications - Meet the criteria as outlined above and/or have related customer support experience or the equivalent combination of education and experience. - Minimum two years of customer support experience with heavy inbound call volume. - Motivated and enthusiastic with a desire to be in Customer Success. - Organized and self-sufficient with moderate supervision needed and the ability to communicate summary of completed tasks to leaders. - Ability to skillfully manage challenging customer situations. - Coachable with ability to improve performance based on feedback. - Proficient with Outlook, Word, and Excel. - Ability to work in a team and independent environment. - Ability to consistently meet expectations in an ever-changing environment. - Professional written and verbal communication skills. Core Competencies - Demonstrate professionalism: Maintain accountability, promote respect, stay work-focused, be punctual, demonstrate positive attitude, minimize conflict, encourage others. - Active Listening - Helpful - Authentic - Highly Responsive - Change Agent - Positive Attitude - Confidence - Positive Body Language - Mindfulness - Resourceful - Embrace Empathy - Team Mindset - Flexible - Tone of Voice - Forward Thinking (Critical, Analytical, Creative) - Trustworthy Benefits - Work in a friendly and caring company where teamwork is key. - Work with skilled people that are invested in your success and growth. - Remote working is the new normal with flexible work options and paid holidays. - Competitive salary with a comprehensive benefits package starting day one. - Work in a fun environment that promotes creative thinking and a positive attitude. - Career development opportunities. - An open-door policy which means your voice will always be heard. - A robust Employee Referral program.

• Following and controlling the production processes of the orders given to the production partners (additive manufacturing, machining, sheet metal laser cutting and press brake bending, volume molding, etc.), • Ensuring project coordination by communicating with customers and production partners during the project, • Support of the manufacturing process: control of dates and dispatch, organization of delivery and quality control of the products, • Technical support to production partners, • Solving problems and special cases with customers and manufacturers that occur during order processing. • Undertaking the management of the relevant project between the production partner and the customer during the production period, • Following the logistics process of work packages from production partners, • Supervision of the processing of production orders, documentation in internal CRM and ERP systems, • Contacting the production partner for rework and/or remanufacturing for work packages with quality problems, • Working in coordination with quality, logistics and purchasing department,

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