Role Description - Serve as one of the primary points of contact for assigned clients - Conduct regular client check-ins to gather feedback and assess engagement health - Monitor client satisfaction and identify areas for improvement proactively - Coordinate with recruitment, operations, and leadership teams regarding client concerns or staffing updates - Track employee performance feedback and escalate concerns when needed - Help ensure timely resolution of operational or service-related issues - Maintain client records, meeting notes, and engagement updates in internal trackers or CRM systems - Prepare simple reports on client feedback, retention risks, and engagement status - Support onboarding coordination for new clients and newly hired team members - Assist leadership in improving internal processes and customer experience initiatives - Follow up on pending action items and ensure commitments to clients are completed on time - Monitor overall engagement health including communication responsiveness, staffing stability, and client sentiment Qualifications - Experience in customer service, account management, operations, or client success - Strong communication and relationship-building skills - Organized and detail-oriented with good follow-through - Comfortable handling client-facing conversations professionally - Familiarity with Google Workspace, Microsoft Office, or CRM tools - Experience in outsourcing, staffing, or BPO environment is a plus Requirements - Experience handling US-based clients - Familiarity with project coordination or operations support - Ability to prepare simple reports and presentations - Experience gathering customer satisfaction feedback or conducting surveys

• Prioritize customer issues across our email channels. • Ramp up during an onboarding phase, and eventually provide hands-on support for Circle Plus communities. • Become an expert on the Circle product, along with our internal staff admin tool. • Advise creators on practical solutions as they launch and build their communities. • Troubleshoot a wide range of issues across desktop and mobile browsers, along with our desktop app, Android, iOS mobile apps, and our custom branded app. • Escalate feedback to inform and improve our product. • Collaborate with engineers and designers to troubleshoot complex technical issues across live stream, payments, notifications, events, member management, and more. • Identify trends from customer inquiries to suggest proactive solutions. • Collaborate with a global team through Notion, Slack, and Zendesk.

• Prioritize customer issues across our email channels. • Ramp up during an onboarding phase, and eventually provide hands-on support for Circle Plus communities. • Become an expert on the Circle product, along with our internal staff admin tool. • Advise creators on practical solutions as they launch and build their communities. • Troubleshoot a wide range of issues across desktop and mobile browsers, along with our desktop app, Android, iOS mobile apps, and our custom branded app. • Escalate feedback to inform and improve our product. • Collaborate with engineers and designers to troubleshoot complex technical issues across live stream, payments, notifications, events, member management, and more. • Identify trends from customer inquiries to suggest proactive solutions. • Collaborate with a global team through Notion, Slack, and Zendesk.

• Answer inbound calls & respond to patient enquiries in a timely and courteous manner. • Verify patient insurance information, personal information and co-payments. • Schedule/Reschedule appointments using the scheduling system. • Provide patients with information on services. • Input & update patient information in the scheduling system with precision and attention to detail. • Maintain accurate and up-to-date records of patient appointments, medical needs and preferences.