• Manage the customer software implementation process, including developing and managing the implementation schedule and establishing customer success measures. • Act as a liaison between the customer and our software product and development teams. • Coordinate projects with our Design Services and Component Review Services teams. • Provide ongoing post-implementation support and training of ICS software systems. • Collaborate with the sales team to perform client needs assessments, advising on technical capabilities of our software.

• Answer phone calls, respond to emails, and manage ticketing • Book appointments via CRM, dispatch technicians, and follow up with customers • Pull permits, manage business licenses, create estimates/quotes, prepare job orders, track inventory, and coordinate vendors • Follow communication procedures, guidelines, and policies • Take the extra mile to engage customers • Ad hoc tasks

• Handle client onboarding after sales close • Manage follow-ups and document collection • Answer tax-related questions (mid-level expertise needed) • Coordinate with sales and office teams • Manage inbound calls, redirect inquiries, and schedule meetings • Maintain communication threads in Go High Level • Support administrative projects and database updates • Take the extra mile to engage customers • Ad hoc tasks

• You will be the initial point of contact for inquiries from potential and existing members with regards to their health and other financial benefits. • Provide one-to-one inbound telephone contact with applicants, beneficiaries, and enrollers in a customer service role. You may periodically provide support through outbound calls as well. • Accurately document enrollment requests, status changes, complaints, and grievances. • Enter application and enrollment information into a web-based computer system for customers as needed. • Maintain technical and program policy proficiency within the client rules/guidelines and other related program policies. • Provide clear, complete, accurate, and objective information based on a full understanding of program requirements.