About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. The Retirement Solution Specialist will provide dedicated concierge support to targeted RBG (Retirement Benefit Group) advisors and their clients. This role focuses on increasing in-force client contributions and re-engaging non-contributors to restart their contributions. The goal is to ensure participants are actively contributing to their retirement accounts, leading to a more secure retirement future. What You’ll Be Doing - Concierge Support: Offer personalized assistance to RBG advisors and their clients, addressing queries, providing insights, and offering options for retirement contributions and asset consolidation. - Client Engagement: Actively reach out to clients with inactive or paused contributions to understand their concerns and encourage them to resume contributions. - Contribution Enhancement: Develop and implement strategies to increase contributions from existing clients, including personalized communication and follow-up. - Advisor Collaboration: Work closely with RBG advisors to identify opportunities for improving client contribution rates and provide actionable recommendations. - Client Education: Educate clients on the benefits of regular contributions and the impact on their long-term retirement security. - Rollover Solutions: Identify clients at risk of moving their assets outside of Equitable and provide tailored rollover product solutions to retain their business in partnership with their Equitable Advisor(s) - Data Analysis: Analyze client data to identify trends, potential issues, and opportunities for increasing contributions. - Reporting: Track and report on key performance metrics related to client contributions and re-engagement efforts. This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs. The base salary for this position is $60,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program What You Will Bring - Bachelor’s degree in Finance, Business, or a related field. - Series 6, 63, life, health and variable required. - Minimum of 1-3 years of experience in a sales support or client-facing role within the financial services industry. - Proven experience in financial services, particularly in retirement planning or sales support. - Strong communication and interpersonal skills, with the ability to build relationships with clients and advisors. - Excellent problem-solving skills and a proactive approach to client engagement. - Ability to analyze data and develop strategic plans to increase client contributions. - Knowledge of retirement plans, contribution strategies, and financial products. - High level of professionalism and a client-focused mindset. - Flexible remote - Occasional travel may be required for client meetings or branch visits Preferred Qualifications - Relevant certifications (e.g., Series 7, Series 66) preferred but not required. Skills Communicating for Impact: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations. Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals. Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. #LI-Remote About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more. ********** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Renewal and Expansion Specialist (LATAM, Remote) About Whippy Whippy is a fast-growing AI communication platform helping some of the largest staffing and workforce companies in the United States replace manual workflows with intelligent AI agents across voice, SMS, chat, and automation. We are at $6M ARR, bootstrapped, and scaling fast. Read this before applying. This is NOT a billing admin role. It is NOT a renewals processing role. It is NOT a call center role. This is a commercial specialist seat that owns every dollars-and-contracts conversation across our existing customer base. You will be on live Zoom calls with customers discussing pricing, overages, upgrades, and contract terms daily. If you cannot do proration math live on a call while holding a conversation, this role is not for you. About This Role At Whippy, our Customer Success Managers are technical operators. They configure AI agents, build workflows, and drive adoption. They do not run commercial conversations. That is your job. You own the full commercial surface area on our existing customer base. Renewals, upgrades, downgrades, expansions, proration math, contract creation, Stripe billing issues, and MSA paperwork. You take the call when a CSM flags an account for a commercial conversation. You plant seeds for cross-sell during renewal calls and hand warm opportunities to the sales team. You are not hunting new logos and you are not processing paperwork after someone else closes. You are the person on the call, doing the math, proposing the structure, and getting it signed. This role requires commercial instinct, contract literacy, composure under pressure, and the ability to reason through numbers in real time. Candidates who panic when a customer is frustrated, who cannot do contract math live, or whose default is to escalate will not succeed here. What You Will Do - Run commercial calls with existing customers including renewals, upgrades, downgrades, expansions, and billing conversations - Do contract math live on customer calls including proration, package comparisons, overage analysis, and credit reconciliation - Draft and send contracts for existing customers including amendments, renewals, and supersession agreements with prorated credits - Own Stripe-related billing issues for existing accounts including invoice disputes, subscription changes, refunds, and payment method updates - Partner with CSMs on account health signals and take the call when they flag an account for a commercial conversation - Plant seeds for cross-sell and new products during renewal calls and hand qualified opportunities to the sales team - Maintain accurate records of contract terms, renewal dates, and commercial commitments across the customer base What We Are Looking For - Real direct customer-facing commercial experience, you have negotiated renewals, upgrades, or contract terms with customers personally, not just processed paperwork after someone else closed - Ability to do proration and package comparison math live on a call without freezing or going silent - Composure under pressure, customers on these calls are often frustrated and you must absorb that, stay calm, propose something fair, and close the conversation cleanly - Contract and billing fluency, you have drafted or amended real contracts and understand proration, credits, term resets, and supersession - Experience with Stripe or a similar billing platform - Strong written English, every commercial call ends in a follow-up email that summarizes terms and sends the contract - Ambition to grow into a broader commercial or revenue operations role over time Not a Fit If you have only worked in billing operations, accounts receivable, or scripted support without direct customer-facing commercial conversations, do not apply. If your most recent role was at a BPO or call center, do not apply. If you are a hunter looking to close new logos, this is not that role. Location Open to candidates anywhere in Latin America. Candidates based in Buenos Aires, Argentina are strongly preferred as we have a WeWork office in Vicente Lopez. EST hours required. Full English fluency required. Compensation Competitive compensation based on experience, including monthly performance bonuses tied to net revenue retention and expansion, WeWork membership, and more.

Title: Informatics Sr. Intake Specialist Location: - Charlottesville, Virginia (primary listed location) - Lake Forest, Illinois (office option mentioned in description) - Chicago, Illinois (Willis Tower) - Remote — United States Full-time Job Description: Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 115,000 colleagues serve people in more than 160 countries Job Title Informatics Sr. Intake Specialist Working at Abbott At Abbott, you can do work that matters, grow, and learn, care for yourself and your family, be your true self, and live a full life. You’ll also have access to: - Career development with an international company where you can grow the career you dream of. - Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. - An excellent retirement savings plan with a high employer contribution. - Tuition reimbursement, the Freedom 2 Save student debt program, and FreeU education benefit - an affordable and convenient path to getting a bachelor’s degree. - A company recognized as a great place to work in dozens of countries worldwide and named one of the most admired companies in the world by Fortune. - A company that is recognized as one of the best big companies to work for as well as the best place to work for diversity, working mothers, female executives, and scientists. What You’ll Work On This role, Sr. Intake Specialist, is within our Informatics business unit in Abbott Rapid Diagnostics. It will be based out of our, Charlottesville, VA, Lake Forest, or Willis Tower offices or remotely. This role will be pivotal in bridging the gap between Sales and Delivery by defining accurate project scopes, estimating effort and timelines, and ensuring technical alignment during the sales cycle. The ideal candidate will possess strong communication skills, technical acumen, and the ability to build trust with both internal and external stakeholders. This person will be performing many functions as a Sr. Level Business Analyst in addition to more responsibilities listed below. This role will also serve as a technical authority for complex or strategic opportunities, provide mentorship to peers involved in scoping or estimation, and ensure organizational consistency in estimation standards and methodology. This role influences solution strategy drives technical quality in early‑stage engagements and operates as a trusted advisor for high‑value customer initiatives including pre-implementation phases of the customer solution process design flow. Customer & Sales Partnership - Partner with Sales to gather detailed customer requirements and clarify technical needs. - Create and validate project scope for custom implementations, ensuring alignment with customer expectations and internal capabilities. - Estimate level of effort and timelines for proposed solutions, balancing accuracy with speed to support the sales cycle. - Serve as a technical point of contact during pre‑sales discussions, addressing customer questions and concerns. - Lead technical discovery for complex, multi‑solution, or high‑risk opportunities. - Review and approve scoping and estimation work completed by other team members. - Own the definition and governance of scoping standards, tools, templates, and estimation models used across multiple regions or teams. Cross-Functional Leadership & Influence - Build trust with technical stakeholders on the customer side through clear communication and credible expertise. - Collaborate with Sales counterparts to develop strategies for current and future customer engagements. - Mentor junior team members, Sales Associates, or Delivery staff on scoping methodology, solution fit, and best practices. - Act as the senior technical liaison for strategic accounts in early‑stage solutioning. - Represent the Scoping function in cross‑functional technical architecture reviews. Solution Strategy & Product Alignment - Influence solution strategy by partnering with Product Management on feasibility insights, competitive differentiators, and capability gaps observed during customer scoping. - Identify trends across regions and recommend enhancements to service offerings, packaged solutions, or reusable architectures. - Participate in marketing or product input sessions to help shape roadmap alignment with customer needs. Required Qualifications - Bachelor’s degree in computer science, Engineering, or related field (or equivalent experience). - 5+ years' experience in technical solutioning, delivery, or technical pre‑sales, preferably in a SaaS or enterprise software environment. - Proven experience in solution scoping, estimation, or technical pre‑sales within a software or technology environment. - Strong understanding of custom implementation processes and project lifecycle. - Excellent communication and interpersonal skills to engage with both technical and business stakeholders. - Ability to work collaboratively across teams and manage multiple priorities in a fast‑paced environment. - Demonstrated ability to build and maintain strong client relationships - Experience working on complex customer environments involving integrations, data workflows, or multi‑system dependencies. Preferred Qualifications - Familiarity with regional market trends and customer behavior. - At least 3 years of experience in a role working with Sales, Delivery Consultants, Production Owners, and other Technical Leadership. - Experience in account farming or business development. - Project Management knowledge. - At least one year of experience using Salesforce CRM or similar tool. - Knowledge of feedback loops for product improvement. - Strong understanding of enterprise architecture, integration approaches, and cloud‑based delivery models. - Leadership skills that support mentoring, training, and quality assurance oversight for scoping activities across the organization. Learn more about our health and wellness benefits, which provide the security to help you and your family live full lives: https://abbottbenefits.com/ Follow your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity. Connect with us at abbott.com, on LinkedIn at https://www.linkedin.com/company/abbott-/, and on Facebook at https://www.facebook.com/AbbottCareers The base pay for this position is $86,700.00 – $173,300.00 In specific locations, the pay range may vary from the range posted. JOB FAMILY: Support Services Division: Cardiometabolic & Informatics (CMI ARDx) Location: Charlottesville, Virginia, United States (915 E High Street) Additional Location: Remote — United States Work Shift: Standard Travel: 10% Medical Surveillance: No Work Activities: Sitting, keyboard use

Join us to support non-profit organizations by processing donation incoming phone calls and providing donors with quality customer service. This position offers the chance to support a wide range of non-profit and governmental organizations and allows you the flexibility to work from home. If you have excellent communication skills, are motivated, and are passionate about helping others, we want you on our team. We partner with independent contractors who are serious about remote work and capable of representing nonprofit organizations with professionalism and accountability. Types of Clients: Nonprofit/Charity TV and Radio stations Child welfare agencies Veteran support groups Spiritual and religious organizations Animal advocacy groups JOB DUTIES: Handling inbound donation-related calls Engaging donors professionally and respectfully Accurately entering pledge and donation information Following compliance and script guidelines Meeting attendance and performance benchmarks IMPORTANT DETAILS: This is an independent contractor opportunity, not an employee role. Certification and startup requirements apply. Contractors are responsible for managing their schedule and performance. ​​Visit www.kaizenadvance.com for more information. Requirements Minimum 6 months of remote call center experience or 1 year in-office call center experience Must be at least 18 years old Must be an US resident Must use a Windows 11 PC Quiet, professional background for calls Able to type at least 40 words per minute Intermediate computer skills Able to pass a background check Must be able to complete a voice assessment and a mock call Preferred Skills: Highly organized and self-motivated Excellent communication skills Intermediate PC proficiency Reliable and Dependable Able to provide excellent customer service Technology Requirements: Windows 11 ONLY – No Chromebooks or Apple (Macs) allowed 8 GB RAM PC (Minimum); 16 GB RAM PC (Preferred) Dual monitors Noise-canceling USB headset Hard-wired internet connection (Ethernet; No WiFi allowed) Benefits Inbound phone work: $0.20 - $0.32 per talk minute ($13 - $15/hr), depending on the project and performance Experienced agents can earn up to $0.35 per talk minute Advancement opportunities for email, ticket, and chat support available with varied pay rates are performance-based and earned through consistency Flexible hours with 24/7 available