We're hiring a Customer Service Management professional to oversee client interactions, ensure service standards are met, and support a smooth, high-quality experience from first contact through completion. This fully remote role is ideal for someone whos organized, people-focused, and confident managing multiple client needs while working independently. The individual will need to be able to work indepedently while having resources and tools and mentorship. What Youll Do: - Oversee and support client communications and service workflows - Ensure timely responses, follow-ups, and issue resolution - Coordinate details, schedules, and confirmations as needed - Maintain accurate records and service documentation - Provide professional, friendly leadership in client-facing situations What Were Looking For: - Strong communication, organization, and problem-solving skills - Customer service or client management experience (preferred, not required) - Ability to multitask and work independently in a remote setting - Reliable, detail-oriented, and tech-comfortable - Must be a citizen of the US, UK, Mexico, Australia, Spain and LATAM Why This Role Stands Out: - 100% remote flexibility - Training and ongoing support provided - Clear path for growth within a supportive team

We are seeking a Remote Customer Service Representative to support clients through a dedicated advisor-led service model. In this role, you will assist clients by providing guidance, coordinating schedules, and ensuring a smooth, organized experience from start to finish. You will collaborate closely with assigned advisors to manage client requests, answer questions, and provide timely updates on planning, scheduling, and confirmations. This fully remote position is ideal for someone who enjoys helping others, staying organized, and delivering consistent, high-quality customer service. What Youll Do: - Support customers through their assigned advisor - Respond to inquiries and provide accurate information - Assist with scheduling, confirmations, and follow-ups - Maintain clear communication and accurate client records What Were Looking For: - Strong communication and customer service skills - Attention to detail and comfort working remotely - Reliable, professional, and tech-comfortable Why This Role Stands Out: - Fully remote position - Training and ongoing support provided - Opportunity to grow within a supportive team

About Us We are an AI-native integrations company focused on connecting and automating the back-office technology stack for modern organizations. Our platform enables Finance, HR, and Operations teams to streamline processes, eliminate manual data handling, and ensure critical systems remain synchronized. We work extensively across ERP, HRIS, payroll, AP automation, T&E, and financial platforms, partnering with leading solutions such as NetSuite, Workday, Emburse, Sage Intacct, Microsoft Dynamics, Ceridian, Campfire, UKG, QuickBooks, and more. About the Role We are seeking an Integration Consultant to design, build, and deliver integrations that connect critical enterprise systems. This role blends systems architecture, data modeling, customer consulting, and hands-on technical execution. You will collaborate with Finance, HR, IT, and Operations teams to understand business workflows, translate requirements into integration architectures, and ensure reliable, scalable data flows across systems. This role is ideal for someone who enjoys working across APIs, enterprise platforms, and real-world business processes—bridging technical systems and operational needs. This is a customer-facing technical consulting role. You will lead discovery, validate business workflows, and guide customers through go-live. Key Responsibilities - Design and implement integrations across ERP, HRIS, payroll, expense, and financial platforms - Lead integration discovery sessions to understand business workflows and system requirements - Translate business requirements into integration architectures, data models, and system workflows - Configure authentication, mappings, transformations, schedules, and automation logic - Troubleshoot API, data, and system integration issues across production environments - Lead customer-facing discovery and integration design workshops with finance, HR, and IT teams - Partner with customers to validate integration behavior, data integrity, and business outcomes - Communicate integration design, risks, and progress to technical and non-technical stakeholders - Collaborate with Product and Engineering teams to improve platform capabilities and influence roadmap priorities - Develop integration best practices, reusable templates, and scalable delivery methodologies Qualifications Required - 3+ years experience in systems integration, technical consulting, implementation, solutions engineering, or related roles - Experience working with ERP, HRIS, finance, payroll, or enterprise SaaS platforms - Familiarity with APIs, data mapping, ETL pipelines, or system integrations - Strong understanding of business systems workflows (finance, accounting, HR, or operations) - Ability to communicate complex technical concepts to business stakeholders - Comfortable managing multiple integrations and customer projects in a fast-paced environment Preferred - Experience with platforms such as NetSuite, Workday, Sage Intacct, Microsoft Dynamics, Emburse/Concur, QuickBooks, or similar systems - Technical fluency with API documentation, JSON, XML, and data transformation concepts - Experience designing or debugging enterprise integrations - Background in SaaS, fintech, ERP consulting, RevOps, or systems engineering - Experience in startup or high-growth environments Why Join Us - Work on mission-critical integrations powering finance and operations teams - Influence the future of AI-driven integration delivery - Exposure to modern enterprise systems and real-world data architecture challenges - High ownership role with direct impact on customers and product direction - Remote-friendly, flexible work environment - Strong growth trajectory toward Integration Architect or Implementation Leadership roles

Description Come grow with us. Supportive Employee focused work environment with the eligibility to work remotely after on-site training and at least 6 months of consistent of consistent job performance, subject to company policy, business needs and ongoing performance standards! Join the Edfinancial Team — Where Purpose Meets Growth! Position: Customer Service Representative (On-Site – Knoxville, TN)Starting Pay: $18.00/hour + $4.93/hour fringe benefit That’s over $22/hour in total value, plus growth opportunities, training, and a supportive team environment! Learn More: Edfinancial Careers Discover our story, explore our company culture, and hear from real team members about why they love working at Edfinancial. What You’ll Do: As a Customer Service Representative, you’ll be the friendly, knowledgeable voice our customers depend on. You’ll: - Handle inbound and outbound calls with professionalism and empathy. - Provide accurate, clear information about our products and services. - Resolve questions and issues quickly while maintaining compliance with federal and company guidelines. - Use sound judgment and strong communication skills to support each customer interaction. - Collaborate with your team to create a positive, high-quality work environment. Why You’ll Love Working Here- At Edfinancial, we don’t just talk about culture — we live it.You’ll join a community that values: - Growth & Development: Paid training, certifications, and opportunities for advancement. - Balance & Support: Friendly teams, encouraging leaders, and flexibility to work from home after six months of strong performance. - Purpose: Every call you take helps our customers manage one of life’s biggest investments — their education. “The people here genuinely care — it feels like family.”— Edfinancial Team Member What We’re Looking For: - Strong communication and listening skills - A professional, positive attitude - Ability to stay organized and meet daily goals - Basic computer proficiency - Open availability during business hours Work Details- - On-Site Position: Knoxville, TN(Remote eligibility after 6 months of meeting performance metrics) - Hours of Operation : - Mon: 8 AM –11 PM EST - Tue–Fri: 8 AM – 8 PM EST - Sat: 10 AM – 2 PM EST - Schedules are assigned based on business needs; flexibility is key! - Overtime: Occasionally required during peak times Additional Responsibilities - Maintain confidentiality and data security at all times - Stay current with system updates, loan phases, and compliance standards - Complete annual training and certifications - Support other departments during peak seasons Ready to Start Your Journey? Be part of a team that values integrity, growth, and community.Apply today and start your next chapter with Edfinancial Services!