• Apply consultative sales techniques to close and secure representation agreements. • Clearly explain services and representation options to qualified leads. • Convert inbound and outbound leads into retained clients. • Conduct follow-ups to increase conversion rates. • Maintain professionalism and empathy in high-volume interactions. • Evaluate eligibility based on established criteria. • Gather and document detailed client information accurately in the CRM. • Track performance metrics and meet established call and conversion goals. • Collaborate with the legal team to ensure smooth case handoff. • Manage approximately 200 calls per week, with a high percentage of outbound calls.

Role Description The Financial Specialist is responsible for supporting financial planning, analysis, and reporting activities across the organization. In a private equity–backed environment, this role plays a critical part in driving data-informed decision-making, enhancing financial performance, and supporting value creation initiatives. The ideal candidate will bring strong analytical rigor, business acumen, and the ability to operate in a fast-paced, results-oriented setting with high visibility to senior leadership and investors. What You'll Do - Support the monthly, quarterly, and annual financial planning processes, including budgeting and forecasting - Analyze financial performance, identify trends, and provide actionable recommendations to leadership - Prepare and deliver variance analysis against budget, forecast, and prior periods - Assist in building and maintaining financial models to support strategic initiatives and investment decisions - Partner with cross-functional teams to understand business drivers and improve financial outcomes - Support preparation of board materials and investor reporting packages - Deliver timely and accurate financial reporting and insights to support executive decision-making - Collaborate with department leaders to develop budgets and track performance against targets - Support cash flow forecasting and liquidity planning Qualifications - 2–5 years of experience in finance, investment banking, consulting, or a related field (PE-backed or high-growth environment preferred) - Strong financial modeling and analytical skills - Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA/CFA a plus) - Ability to thrive in a fast-paced, high-growth, and performance-driven environment - Strong interpersonal skills with the ability to influence and collaborate across teams - Experience with financial planning tools and ERP systems preferred What Success Looks Like In This Role - Strong analytical and financial modeling capabilities - High attention to detail with a commitment to accuracy - Ability to synthesize complex financial data into actionable insight - Strong communication and presentation skills - Advanced proficiency in Excel; experience with financial systems (NetSuite preferred)

Role Description Join our team and take your career to the next level with a flexible work-from-home schedule, comprehensive mentorship, and a supportive professional environment. This role is ideal for experienced, self-driven leaders who thrive in remote settings and are ready to guide a team of insurance professionals toward success. Qualifications - Self-driven with the ability to manage responsibilities independently. - Creative mindset, open to new methods and continuous improvement. - Technology proficient, capable of leveraging digital tools to enhance teamwork and productivity. Requirements - Work from anywhere and set a schedule that fits your lifestyle. - Focus on building relationships and closing deals; leads are provided at no cost. - Access guidance and training from day one to accelerate your growth. - Unlock opportunities for advancement and professional development. - Lead, motivate, and guide a team of insurance professionals to achieve success. - Expand your knowledge and skills while collaborating with a dedicated team. - Utilize advanced technology tools to enhance productivity and streamline processes. - Build and nurture strong relationships with clients and team members. - Implement sales strategies and initiatives to drive team and organizational success. - Take initiative and proactively manage tasks in a remote work environment. - Continuously adopt creative approaches to improve team effectiveness and results. Benefits - Remote Work Flexibility. - Exclusive High-Quality Leads. - Expert Mentorship. - Career Growth Potential.

Title: Sr CX Specialist Location: Santa Barbara, California Department: Client Services Job Description: AppFolio is more than a company. We’re a community of dreamers, big thinkers, problem solvers, active listeners, and multipliers. At every opportunity, we set the pace while delivering innovation built to carry real estate into the future. One in which every experience feels effortless, yet meaningful. Where customers are empowered to take on any opportunity. We show up as one team, connected by our values to be a force for good. Because together, we have the power to create extraordinary outcomes for our customers, our communities, and ourselves. The Sr. Customer Experience Specialist serves as the operational backbone of AppFolio’s "Effortless Help" strategy by owning the day-to-day administration, maintenance, and reliability of the Intercom platform and AI chatbot ecosystem. This role ensures 100% operational continuity and provides high-velocity internal support, enabling the team to scale strategic AI R&D. Your impact - AI Design & Development: Partner with the Sr. CX Specialist to build and iterate on agentic AI experiences, moving beyond simple chatbots to intelligent assistants that can reason through complex customer needs and perform tasks. - Conversational Flow Building: Design and configure sophisticated conversational paths using a mix of deterministic logic (Workflows) and generative AI to ensure a natural and effective customer journey. - System Reliability: Maintain system performance by proactively monitoring and resolving technical issues and integration failures across our integrated support stack. - AI Quality Assurance: Execute rigorous end-to-end testing of new AI bot paths and agentic "tools" before they go live, ensuring zero negative impact on the customer experience. - Operational Excellence: Manage internal intake queues for "how-to" questions and bug reports. - Documentation & Governance: Maintain a 100% up-to-date repository of SOPs and routing diagrams while managing user permissions and security audits. Qualifications - AI Literacy: A strong understanding of how AI systems and Large Language Models (LLMs) work, including the difference between deterministic workflows and agentic/generative experiences. - Logic & Automation: Proficiency in working within no-code logic builders (such as Intercom Series/Workflows) and an interest in learning how to configure AI "actions" and "tools." - Technical Problem-Solving: Ability to diagnose root causes within complex, integrated software stacks and troubleshoot AI "hallucinations" or routing errors. - Analytical Mindset: Comfortable reviewing conversation logs to identify where AI paths can be optimized for better resolution rates. - Technical Writing: Skilled at translating complex AI workflows into clear visual diagrams and written SOPs. - Agile Mindset: Ability to balance high-velocity "Run" tasks with high-impact "Build" projects in a fast-paced environment. Must have - Proven experience administering or building within Intercom or similar AI-driven customer service platforms. - Demonstrated experience working with AI systems (e.g., configuring GPT-based bots, prompt engineering, or managing AI knowledge bases). - A "builder" mentality, you aren't just looking to maintain a system; you want to improve how it thinks and interacts. - Exceptional follow-through, you see every bug or automation gap through to a closed-loop resolution. - A collaborative spirit and the ability to partner effectively with senior specialists to bring technical visions to life. Compensation & Benefits The compensation that we reasonably expect to pay for this role is: $77,600.00 - $97,000.00 [base pay]. The actual compensation for this role will be determined by a variety of factors, including but not limited to the candidate’s skills, education, experience, and internal equity. Please note that compensation is just one aspect of a comprehensive Total Rewards package. The compensation range listed here does not include additional benefits or any discretionary bonuses you may be eligible for based on your role and/or employment type. About AppFolio AppFolio is the technology leader powering the future of the real estate industry. Our innovative platform and trusted partnership enable our customers to connect communities, increase operational efficiency, and grow their business. Why AppFolio Grow | We enable a culture of high performance, where delivering results is recognized by opportunities for growth and compelling total rewards. Our challenging and meaningful work drive the growth of our business, and ourselves. Learn | We partner with you to realize your potential by investing in you from the start. We're cultivating a team of big thinkers through coaching and mentorship with our best-in-class leaders, and giving you the time and tools to develop your skills. Impact | We are creating a world where living in, investing in, managing, and supporting communities feels magical and effortless, freeing people to thrive. We do this by innovating with purpose while cultivating a culture of impact. We learn as much from each other as we do our customers and our communities. Connect | We excel at hybrid work by fostering an environment that feels flexible, personal and connected, no matter where we are. We create space to fuel innovation and collaboration, and we come together to celebrate, connect, and succeed.