• Oversees a portion of a client account or various client accounts. • Follows all functional policies, and ensures compliance to all standard operating procedures • Meets expectations, all work/tasks, and ensures that progress toward goals/objectives is made • Supports and executes the calendar of events from preseason preparations through postseason shutdown for landscape and snow • Manages customer issues as they arise during day-to-day operations • Support and balance vendor sourcing to unify and increase profitability • Works in various customer portals, 3rd party systems, and KBS proprietary technology • Helps identify procedural issues and trends and sharing examples of best practices with leadership • Able to carry out the essential functions of this job (with or without reasonable accommodation) without posing a specific, current risk of substantial harm to health and safety of self and others • Performs other related duties as required and assigned

Prepare and update renewal proposals, analyze client data to create effective risk management solutions, and assist in preparing presentation materials while mentoring other analysts and identifying opportunities for process improvement.

Role Description We're looking for a service-driven Remote Client Support Specialist to help deliver an exceptional client experience within a structured, advisor-led service model. This fully remote position is perfect for someone who enjoys helping others, staying organized, and ensuring every detail is handled with care. In this role, you'll partner closely with assigned advisors to support clients throughout their experience — answering questions, coordinating details, and keeping everything on track behind the scenes. If you're professional, dependable, and thrive in a process-driven environment, this opportunity offers flexibility and long-term growth potential. What You'll Do: - Provide responsive support to clients through their assigned advisor - Answer questions and deliver clear, accurate information - Assist with scheduling, confirmations, and follow-up communication - Maintain organized client records and documentation - Ensure timely updates and a seamless overall experience Qualifications - Strong written and verbal communication skills - Customer service or administrative experience preferred (not required) - Detail-oriented and comfortable managing multiple tasks - Self-motivated and able to work independently in a remote setting - Tech-comfortable and quick to learn new systems - Must be a citizen of the US, UK, LATAM, Spain, or Australia Benefits - 100% remote flexibility - Structured training and ongoing team support - Clear systems and processes provided - Opportunity for professional growth within a collaborative environment

Role Description Day to day, you’ll support our SMB customers through scalable channels while designing and refining automated and AI-assisted journeys that enable clients to self-serve, allowing them to obtain support and configure Modern Health without reliance on 1:1 support. As part of the SMB Client Management team, you’ll drive program adoption, retention, and growth by improving our pooled model infrastructure and collaborating with cross-functional partners to enhance self-serve experiences and bring customer insights back into the roadmap. Ideal candidates have prior experience in client management or operational roles, are comfortable working in tools like Zendesk, and enjoy using data and experimentation to improve automation and self-serve experiences. You are a proactive self-starter who can independently identify opportunities to reduce manual work, improve response quality and consistency, and scale our impact—while staying grounded in our mission to expand access to mental health care. This role reports into the Director of Client Management. This position is not eligible to be performed in Hawaii. What You’ll Do - Provide frontline client support via Zendesk: respond to client questions and requests, triage and escalate as needed, leverage and improve macros/knowledge base content, and surface patterns and insights to drive timely, accurate resolutions. - Partner closely with the Rev Ops Associate to maintain, monitor, and enhance automated client journey programs that enable clients to self-serve. - Monitor customer health using data-driven metrics to identify and escalate risk, and uncover opportunities within accounts. - Collaborate cross-functionally with Product, Operations, Sales, and Clinical Care to advocate for clients and drive successful adoption of Modern Health. - Manage escalations and complex client needs with patience, professionalism, and clear communication. - Organize and lead client product demos for members to drive understanding and engagement. - Support the SMB Client Manager by preparing data, insights, and materials for client conversations and strategic reviews. Who You Are - 2+ years in a support agent or similar client support role at a technology or healthcare company. - East Coast based (Eastern Time). - Experience working with cross-functional groups and senior stakeholders across Client Success, Sales, Operations, Finance, Tech, Marketing, etc. - Excitement for building processes around new challenges: you enjoy problem-solving, have a keen attention to detail, and are motivated to drive ongoing team improvement. - Demonstrated ability to operate autonomously in a fast-paced environment, taking initiative with a strong sense of urgency. - Strong interpersonal, relationship-building, and listening skills. Bonus Qualifications - Experience using help desk software and remote support tools. - Previous HR, benefits or healthcare experience. Benefits - Medical / Dental / Vision / Disability / Life Insurance. - High Deductible Health Plan with Health Savings Account (HSA) option. - Flexible Spending Account (FSA). - Access to coaches and therapists through Modern Health's platform. - Generous Time Off. - Company-wide Collective Pause Days. - Parental Leave Policy. - Family Forming Benefit through Carrot. - Family Assistance Benefit through UrbanSitter. - Professional Development Stipend. - 401k. - Financial Planning Benefit through Origin. - Annual Wellness Stipend to use on items that promote your overall well being. - New Hire Stipend to help cover work-from-home setup costs. - ModSquad Community: Virtual events like active ERGs, holiday themed activities, team-building events and more. - Monthly Cell Phone Reimbursement.