• Provide frontline Salesforce support to internal users by troubleshooting issues, answering process questions, and escalating complex cases when needed. • Perform routine data operations , including data imports, updates, deduplication, and data hygiene tasks to maintain accuracy and consistency across the org. • Assist with reports and dashboards , including creating and modifying basic reports, maintaining subscriptions, and supporting end-user reporting needs. • Monitor AI-driven sales tools and automations (email, chat, CRM prompts), reporting irregularities, performance issues, or opportunities for improvement.

• Support user and license administration, including creating and deactivating users, assigning permission sets, and assisting with access to integrated systems • Assist with security and compliance tasks, such as monitoring login history, updating permission sets, and validating field-level access • Monitor AI-driven sales tools and automations (email, chat, CRM prompts), reporting irregularities, performance issues, or opportunities for improvement • Maintain and update internal Salesforce training materials, ensuring documentation reflects current processes, features, and best practices • Maintain and update technical documentation, such as process guides, field definitions, and configuration notes • Assist with reports and dashboards, including creating and modifying basic reports, maintaining subscriptions, and supporting end-user reporting needs • Provide frontline Salesforce support to internal users by troubleshooting issues, answering process questions, and escalating complex cases when needed • Perform routine data operations, including data imports, updates, deduplication, and data hygiene tasks to maintain accuracy and consistency across the org

Role Description The Customer Experience Manager (CEM) is responsible for the successful delivery of Customer implementations and the ongoing management of Customer relationships throughout the customer lifecycle. This role serves as the primary point of accountability for project execution, customer communication, and long-term customer success. - Partners closely with internal teams—including Implementation, Product, Support, Engineering, and Sales. - Ensures projects are delivered on time, within scope, and aligned to customer goals. - Builds trusted relationships that drive adoption, satisfaction, and retention. - Blends project management rigor with relationship leadership. - Ensures customers experience a seamless, coordinated delivery from onboarding through implementation and continued support. - Engages in cross-functional activities that promote seamless coordination and successful delivery of outcomes. - Ensures that what is sold is successfully delivered and that Customers feel supported throughout the process. This is a remote position based in the United States. Ideal candidates will be located in the Mountain or Pacific time zones. The salary range for this role is $80,000 - $110,000 per year, DOE. Employment visa sponsorship is not available for this position. Qualifications - Bachelor’s degree from a four-year college or university; or two to four years related experience and/or training; or equivalent combination of education and experience. - Minimum of 5 years prior project management or customer service experience in a healthcare setting, preferably behavioral health. - Experience and understanding of healthcare, health IT, behavioral health, payments, or other regulated industries. - Experience with Microsoft Office 365 or similar software. - Knowledge of business and management principles involved in strategic planning, resource allocation, change management, and project oversight. - Proven ability to manage complex, multistakeholder projects. - Strong customer-facing communication and relationship-building skills, including executive level. - Results-driven, and able to prioritize multiple tasks in a dynamic, deadline-driven environment. - Comfortable managing ambiguity in regulated and/or enterprise environments. - Ability to work autonomously and have confidence in own decision making. - Ability to collaborate effectively with cross-functional teams. - Able to travel up to 50% of the time, with occasional weekend travel required. - Willingness to work alternate schedules, as required. Requirements - PBA and/or PMP certification. - Master's degree. Benefits - Competitive compensation and benefits packages. - Challenging, yet flexible work environment conducive to collaboration and productivity. - Opportunities for growth and continued learning. - Individual contribution is valued and recognized.

Role Description Wells Fargo is seeking a Customer Service Associate Manager as part of the Remote Client Associate Support Teams (RCAST) for Wells Fargo Advisors (WFA) in Wealth and Investment Management for the Wells Fargo Advisors Financial Network (FINET). In this role, you will: - Supervise Customer Service Representatives in internal and external customer inquiries, complaints, and disputes resolution tasks and processes to ensure timely completion, quality, and compliance in customer service. - Identify opportunities for customer service improvement, policy and procedure enhancement, and risk control development in customer service. - Make daily supervisory and tactical decisions and resolve issues related to customers and colleagues, as well as staffing requirements under direction of customer service management, leveraging interpretation of policies and procedures. - Collaborate and consult with internal partners, relationship managers, and colleagues to ensure customer satisfaction. - Interact directly with external customers. - Manage allocation of people and financial resources for customer service. - Mentor and guide talent development of direct reports and assist in hiring talent. Qualifications - 4+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. - 1+ years of leadership experience. - US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration. Requirements - Brokerage client support experience or financial services industry experience. - Successfully completed FINRA Series 9/10 (or FINRA recognized equivalents). - Demonstrated change management and conflict resolution skills. - Ability to assess issues, make quick decisions, implement solutions, and influence change. - Customer service focus with the ability to balance needs of clients, shareholders, and team members. - Expert brokerage operational knowledge. - Intermediate Microsoft Office skills. Job Expectations - Registration for FINRA Series 9/10 must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. - Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. - Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. - This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. - This position is not eligible for Visa sponsorship. Posting Location 1525 W WT Harris Blvd, Charlotte, North Carolina 28262-8522 Posting End Date 4 Jun 2026 We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.