• Lead, coach, and develop a regional team of Client Support Supervisors and Team Leads to consistently deliver a premium, luxury-caliber service experience to internal and external clients • Build and maintain strong partnerships with showroom leadership and sales teams to support an exceptional client experience and seamless order management • Partner with the Director to develop, refine, and implement standardized operating procedures across the division • Oversee service execution for large-scale, high-profile, and special projects within the region, ensuring all service-level expectations and timelines are met • Communicate critical business, operational, and performance updates through regular team meetings and ongoing leadership engagement • Ensure timely completion of daily workflows, documentation, and service activities; proactively assess workloads and rebalance resources as needed • Collaborate closely with Service and Technical Support teams to manage support ticket volume and backlog, ensuring service-level agreements are consistently achieved • Design, deliver, and continuously improve onboarding and ongoing training programs to develop team capability and performance • Partner cross-functionally to identify process gaps, implement best practices, and drive operational efficiency and scalability • Manage and enforce the order-to-cash process, ensuring compliance with internal controls, audit requirements, and company policies • Coach and support Client Support Supervisors and teams in resolving client, showroom, and operational escalations effectively and professionally • Equip teams with the tools, resources, and guidance necessary to achieve quarterly shipping targets and performance goals • Serve as the final escalation point for unresolved or high-impact client, operational, or service issues within the region • Enforce consistent adherence to service standards, policies, procedures, and company values • Prepare and deliver weekly and monthly performance reporting, including service metrics, compliance measures, and operational insights • Lead or support additional strategic initiatives and projects as assigned

• Lead client training and support post onboarding for Treasury Management services, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox and Commercial Cards • Execute white-glove Treasury Management client service through phone and email case management, delivering timely, accurate, and high-touch support • Coordinate and support the delivery of Treasury Management products and services following implementation, ensuring completion within agreed upon time frames and in compliance with policies, procedures, and regulatory requirements • Review client documentation, due diligence materials, and service agreements for accuracy, completeness, and adherence to control standards • Obtain required internal approvals for Treasury Management services and access, as applicable • Anticipate client needs by proactively addressing questions and offering solutions to simplify and enhance the client experience • Assist with additional responsibilities as assigned, including contributing to the development and maintenance of reports, procedures, and process documentation

Role Description We're expanding our remote team and looking for motivated, people-focused individuals to join us as Client Engagement Travel Advisor. In this role, you'll work closely with clients to help bring their travel ideas to life guiding them through options, organizing key details, and ensuring everything runs smoothly from planning to confirmation. This opportunity is perfect for individuals who enjoy building connections, staying organized, and providing excellent service in a flexible, work-from-home environment. No prior travel experience is required; comprehensive training and ongoing support are provided. What You'll Do - Connect with clients to understand their travel goals, preferences, and timelines - Assist with creating and organizing customized travel plans - Research and compare options for accommodations, transportation, and activities - Share recommendations and helpful insights based on client needs and budgets - Communicate with clients through phone, email, and online platforms - Handle updates, changes, and follow-up requests efficiently - Maintain accurate records and track planning progress - Participate in onboarding and ongoing training sessions What You'll Enjoy - 100% remote work environment - Flexible scheduling options to fit your lifestyle - Step-by-step onboarding and continuous learning opportunities - Access to travel tools, systems, and supplier networks - Incentive programs and travel-related perks - Opportunities for growth within a supportive team Qualifications - Strong communication and relationship-building skills - Highly organized with attention to detail - Ability to manage multiple tasks independently - Comfortable using basic computer tools and online platforms - Reliable internet connection - Positive attitude and willingness to learn - Must be at least 18 years old - Must be authorized to work in the United States, United Kingdom, Mexico, Australia, Spain, or approved hiring regions

Role Description The Manager of Client Services is the contact for assigned LogixHealth clients after an implementation has been completed. The Manager will be responsible for ensuring client satisfaction within the healthcare revenue cycle process, serving as the client advocate within LogixHealth, and executing a highly effective and responsive issue resolution and communication process. - Manage book of hospital and physician clients, with varying service lines and individual client needs - Run regular and ad hoc meetings with clients - Create client deliverables, including ad hoc reports and other summarizations - Learn client preferences and proactively anticipate future needs - Monitor services provided for client, including daily performance and financials - Troubleshoot client issues using root cause analyses - Analyze data reports, dashboards, and other key metrics related to client - Collaborate with internal departments to ensure open communication and effective service delivery - Proactively anticipate upcoming concerns/events in a client’s lifecycle and work with assigned clients to prevent/mitigate potential issues - Develop and maintain an understanding of best practices to use in coaching our clients to success - Ensure compliance with all pertinent local, state, and federal laws and regulations relating to operations and employment Qualifications - Two years related experience in the healthcare industry in a client facing role required. - Revenue Cycle Management (RCM) experience - Must possess management-level skills related to problem solving, prioritization, and organization - Must possess data analysis skills, including financial trending, especially aggregate data interpretation - Ability to communicate effectively verbally and in writing with clients, management and employees, including physicians, medical directors, practice managers, and C-suite executives - Ability to effectively run meetings by confidently communicating information, listening and learning from client needs, creating agendas and post-meeting minutes - Ability to learn and communicate complex healthcare industry related topics for clients - Must possess high attention to detail to QA client deliverables, data, and communications Requirements - Hospital, CMS, and/or healthcare insurance knowledge is preferred Benefits - Comprehensive benefits package including health, dental and vision - 401(k) - PTO - Paid holidays - Life and disability insurance - On-site fitness center - Company-wide social events