Client Success Associate Location: This is a fully remote position in the USA, with a preference for candidates located in Chicago or the San Francisco Bay Area. Job Description: At Carrum, we live and breathe the mission of transforming the healthcare system to create an unmatched experience for patients. If you are passionate about changing healthcare and want to finally get rid of surprise bills, poor quality, and high prices, while thriving in an entrepreneurial, cutting-edge environment, we would love to connect with you. In 2014 Carrum reinvented the Centers of Excellence (COE) category in digital health. Today, 90% of the US population lives within 50 miles of a Carrum COE and our providers rank in the top 10% nationally. Our team’s execution has been recognized by the venture community and we’ve raised more than $96M in aggregate from investors like OMERS, Tiger Global Management and Wildcat Ventures. Our impact has been externally proven in a 2021 RAND Corporation study and featured as a Harvard Business School (HBS) case study. As we continue to expand the team responsible for implementing and managing enterprise clients, we are looking for a Client Success Associate to help us execute operationally. The Client Success Associate will play a critical role in our ability to support and maintain our growing book of business. Reporting to the CS Operations Manager, you will own key operational activities and be crucial in helping to manage the client lifecycle for Carrum’s enterprise clients. This is a tremendous growth opportunity for someone looking to be challenged on a daily basis, learn from an experienced team, and build a career in Client Success. The salary range for this role is $50,000 - $65,000 depending on geography and level of experience, plus equity and an annual bonus. This is a fully remote position, with a preference for candidates located in Chicago or the San Francisco Bay Area. You’re excited about this opportunity because you will... - Be responsible for supporting Client Success Managers to deliver the highest level of service to our clients throughout the entire client lifecycle - Create reporting deliverables to help support and validate our client’s engagement results - Build annual business reviews for clients to summarize results and ROI - Configure and update client records in Carrum’s Patient Care App - Support the implementation process for new clients by creating and maintaining documentation deliverables - Update Client Success trackers, tools, and resources - Respond to and resolve operational requests from clients - Work closely with the Member Marketing team to QA monthly/quarterly campaigns and own events such as webinars or in-person benefit fairs - Collaborate cross-functionally with Carrum’s Sales, Patient Care, and Technology teams - Serve as a Carrum representative for various virtual events including webinars, summits, and informational sessions - Travel onsite to client locations to support Open Enrollment events (5% travel) We’re excited about you because you bring… - 1-2+ years of experience in Client Success/account management, consulting and/or professional services (healthcare industry experience highly desirable) - Highly detail-oriented, extremely organized and results-driven; exceptional at creating process and structure - Strong operational and reporting prowess - Excellent collaboration and time management skills - Effective communication skills: the ability to be direct, logical and succinct - Experience meeting deadlines, keeping many balls in the air and prioritizing work in a fast-paced, dynamic environment - Entrepreneurial spirit; ability to solve problems creatively and strategically - Experience working in fast-paced, dynamic, rapidly growing, early-stage environments - Have a laser client focus and a take pride in being accountable and proactive - Burning passion about Carrum Health’s mission to make healthcare more affordable and consumer-centric Why you’ll love working with us... - We’re a hard-working, humble, and compassionate group motivated to solve the hard problems in healthcare today. You’ll work with talented, experienced co-workers from companies like Booz & Company, Livongo, 98point6, Google, and Optum. We believe in using data to inform decisions, technology to make our jobs easier, and creative thinking to pave the future. - We are working with some of the most recognized and esteemed names in the country. Top hospitals like Johns Hopkins, Mayo Clinic, Stanford Health Care, Scripps Health, and Rush Health have joined our platform. Employers who use our benefit include US Foods, United Airlines, and large public sector organizations like the self-insured schools of California, and the State of Maine. - We empower team members to be autonomous and provide a collaborative environment where you get support and healthy feedback. You can bring your authentic self to work every day and are encouraged to help others do the same. - We carve out time to let go of work to celebrate our successes and have fun. We’re a remote-first company with employees all over the United States and two office locations in San Francisco and Chicago. We support our employees during the work day and beyond with flexible working hours, generous time off, paid parental leave, and opportunities to connect with coworkers both virtually and in-person. - We embrace our team’s diversity of thought, experience, and interests and know that doing so makes us stronger as a company. Carrum has an active employee-led Diversity, Equity, Inclusion, and Justice (DEIJ) committee and several employee resource groups (ERGs). Our ERGS help employees build stronger connections through social, educational, and community activities. - You’ll feel proud that the work you do each day directly impacts people’s lives in big and meaningful ways. Other benefits: - Stock option plan - Flexible schedules and remote work - Chicago and San Francisco offices available - Self-managed vacation days, within reason - Paid parental leave - Health, vision, and dental insurance - 401K retirement plan About Carrum We’re a health tech company that brings value-based care to the masses. We help employers deliver a memorable patient experience, immediately lower healthcare costs, and drive better outcomes and achieve this through the power of technology and human-centered design. Since launching in 2014, we’ve partnered with Fortune 500 employers and top hospitals across the nation. We’ve been recognized by Harvard Business School and featured in TechCrunch, The Los Angeles Times, Washington Post, and Modern Healthcare. We believe we’re only scratching the surface of our opportunity and we’re looking for incredible people like you to help us realize our full impact. Carrum Health is an equal opportunity employer and encourages all applicants from every background and life experience.

Title: Client Service Associate Location: Mt. Pleasant, SC Job Description: Reports to:SVP of Custodial Operations Status: Exempt Hybrid We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support. Duties: Core Operational Support - Provide back-office investment operations support to advisors and clients through Salesforce tasking and custodian execution, including: - New account openings - Money movement requests - Account transfers (ACATs and non-ACATs) - Address changes and account updates - Client distributions and RMDs - Contributions and deposits - General account service requests - Assist in the onboarding of accounts as part of advisor and client Transitions to ensure a smooth, accurate, and timely onboarding experience. - Document, track, and complete all assigned tasks with accuracy and attention to detail. - Ensure all activities adhere to regulatory and firm compliance standards. Custodian & Internal Coordination - Work closely with custodial partners such as Fidelity, Pershing, Schwab, and Raymond James. - Coordinate with internal teams to ensure timely and seamless processing across departments. - Research and resolve account-related issues by collaborating with custodians, carriers, and internal stakeolders. Brokerage & Direct-Held Support - Deliver comprehensive servicing for complex advisory and brokerage (commission-based) relationships. - Support the administration and ongoing maintenance of brokerage accounts, ensuring compliance with FINRA and custodian regulations. - Assist advisors with brokerage-specific forms, disclosures, and documentation, ensuring accuracy and timely submission. - Maintain strong knowledge of direct-held business, including carrier requirements, processes, and documentation. Complex Case Management & Escalations - Apply critical thinking and problem-solving skills to resolve complex client inquiries and service issues. - Manage client and custodian escalations, providing timely and satisfactory resolutions that enhance the client experience. - Oversee complex account openings, ensuring full compliance with regulatory requirements and firm policies. Process Improvement & Documentation - Help document, update, and maintain departmental processes and procedures. - Identify opportunities to improve efficiency and streamline workflows. - Demonstrate advanced proficiency in brokerage and investment operations to support ongoing refinement of best practices. Minimum Education: - College degree Skills and Experience: - 3+ years recent financial services industry experience required - Self-starter and motivated to learn - Familiar and competent in the Windows suite of programs, along with Adobe Acrobat - Embraces working on a team - Strong communication with clients both verbally and written - Familiarity with Salesforce preferred - Experience servicing and opening accounts on a custodial platform required - Industry licensing (not required) - Skilled in multi-tasking, follow-up, and managing priorities effectively - Strong analytical, problem solving, and organizational skills

Provide timely, accurate service to clients and advisors, manage multiple requests, and serve as the primary liaison for operational support, ensuring clear communication and precision in all transactions.

• Manage and grow a high-impact portfolio of Qventus’ most strategic, "high-stakes" national healthcare provider organizations. • Serve as a mentor to the CS team, fostering professional growth and establishing best-in-class standards for the CS organization. • Partner directly with the Product and Engineering leadership to help define the long-term roadmap, ensuring the future of Qventus AI solutions aligns with evolving enterprise-level client needs. • Fully own internal operating rhythms that enable high-performance of delivery team across client obligations. • Lead complex process redesigns and major clinical workflow overhauls that span multiple service lines and departments across a health system by obtaining stakeholder buy-in across operating levels. • Leverage deep functional periop expertise to create and sustain buy-in from core users, executives, and surgeons around workflows and tool adoption • Challenge the status quo at client sites and influence clients to adopt industry-best practices through strong partnership and communication skills. • Advocate internally for critical product improvements and collaborate with Product team to implement new solution functionality at live clients • Partner with the Marketing team to establish standard collateral for client training and engagement. • Manage cross-functional work to meet contractual commitments and maintain positive relationships for expansion or renewal. • Navigate difficult conversations with client executives using clearly presented business cases to effect system-wide change. • Lead complex engagements with matrixed teams (clinical, technical, and operational) on both the client side and within Qventus with minimal supervision.