Role Description We are looking for a motivated, detail-oriented professional to join our remote team. This position supports clients through the planning and coordination process, working alongside established partners and suppliers to deliver exceptional service. This role is well suited for someone who enjoys working with people, stays organized, and thrives in a flexible remote environment. Responsibilities - Communicate with clients via phone, email, and virtual meetings - Support client requests through coordination and follow-up - Maintain accurate records and track client details consistently - Organize task details to support timelines and service accuracy - Collaborate with team members and partners as needed Qualifications - Must be 18 years of age or older - Strong communication and organizational skills - Self-motivated, dependable, and detail-oriented - Comfortable working independently in a remote setting - Previous customer service or administrative experience a plus - Must reside in the United States Benefits - Fully remote with flexible scheduling - Comprehensive training and ongoing support - Supportive team environment Company Description TravelingMedic is a growing remote services company dedicated to helping clients plan and book exceptional travel experiences. We are expanding our team and looking for motivated individuals to join us nationwide.

• Communicate with clients via phone, email, and virtual meetings • Support client requests through coordination and follow-up • Maintain accurate records and track client details consistently • Organize task details to support timelines and service accuracy • Collaborate with team members and partners as needed

• Provide empathetic, timely support across email, help center, video, and calls resolving issues with care and professionalism • Report bugs, and partner with Product and Engineering to drive resolutions, Troubleshoot issues • Share customer insights and recurring feedback with the team to continuously improve the user experience • Identify patterns in support requests and proactively suggest process or product improvements • Help with the onboarding experience for new users and advisor clients • Proactively check in with key accounts to understand how they're using the platform and where they may be stuck • Drive product adoption by educating users on features and workflows relevant to their specific use case • Gather and document customer feedback, use cases, and success stories to inform product direction • Manage subscriptions, upgrades, renewals, and account transfers in collaboration with Sales • Prepare and send invoices, follow up on payments, and handle contracts for enterprise accounts • Schedule and lead product demos and training sessions for clients

• You join the Pennylane Academy and receive ongoing training on the product and the team's operations. • You learn everything you need to know about our company, our vision, and our different departments. • You learn to identify stakeholders and to collaborate effectively within your team and with other departments. • You begin handling accounting-related requests: you receive inquiries, qualify them based on a solid understanding of accounting principles, and provide fast, impactful responses. • You gain autonomy and take full ownership of cases, ensuring proper follow-up of requests through to ticket resolution to guarantee user satisfaction. • You start managing increasingly complex client requests. • You contribute to creating and updating help materials available to clients to increase their autonomy. • You share your accounting knowledge and field experience with colleagues. • You represent the customer’s voice and usage, and provide constructive feedback to the product teams. • You become a product expert and improve your team’s efficiency by identifying areas for improvement. • You take ownership and lead projects that matter to you and help you grow.