• Serve as a day-to-day point of contact for assigned existing retail partners. • Conduct outbound and inbound phone outreach using approved scripts and messaging. • Maintain regular follow-ups to support partner engagement, retention, and satisfaction. • Reinforce training and product education to ensure consistent utilization. • Escalate partner concerns, risks, or growth opportunities to senior team members. • Track and complete activity-based goals (calls, follow-ups, engagement). • Identify upsell or expansion signals and route them to senior sales partners. • Maintain accurate CRM records (e.g., HubSpot), including call notes and account updates. • Monitor basic account-level performance metrics and flag trends or concerns. • Support the preparation of reports and summaries for internal stakeholders. • Coordinate with internal teams, including Sales, Marketing, Product, and Operations. • Adhere to internal compliance protocols and approved messaging guidelines.

Role Description AO Globe Life is hiring motivated professionals to join our mission-driven, fully remote team. Whether you’re a recent graduate in business, marketing, communications—or seeking a people-focused career with long-term growth potential—this opportunity provides the structure, mentorship, and flexibility to build a meaningful professional path. With paid training, structured development, and inbound client interest, you’ll be positioned for success from day one in a supportive, performance-driven environment. - Conduct virtual consultations with clients via Zoom - Guide individuals and families through personalized supplemental benefit options - Support clients throughout the enrollment process with clarity and professionalism - Maintain accurate and organized digital records - Deliver responsive follow-up and high-quality client service - Participate in weekly training and mentorship sessions - Build strong, long-term client relationships Qualifications - Strong communication and interpersonal skills - Organized, self-motivated, and comfortable working independently - Confident in virtual meetings and familiar with digital tools - Passion for service-driven work and helping others - Customer service or client-facing experience preferred, not required - Authorized to work in the United States - Reliable internet connection and Windows-based laptop or PC with webcam Benefits - Fully remote position available to U.S.-based candidates - Flexible scheduling - Inbound client interest — no cold outreach - Weekly pay via direct deposit - Renewal-based income growth opportunities - Paid training and full licensing support - Monthly and quarterly performance bonuses - 3% equity opportunity for qualifying team members - Clear advancement pathways into leadership roles - Collaborative, mission-focused team culture Company Description For more than 70 years, AO Globe Life has provided supplemental benefits to working-class families nationwide, serving union members, credit union members, and veterans. As a remote-first organization, we are committed to service, integrity, and empowering our team members to build meaningful, flexible careers.

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,