• Partner with Regional Sales Director, Territory Managers, and Sales Representatives to drive revenue growth and market share capture through strong coordination of sales and service efforts across the region. • Identify clinical opportunities through the use of analytics, time studies and/or field visits. • Address clinical opportunities through coaching or the development and execution of measurable initiatives. • Coordinate, develop, and implement strategies to increase service efficiency and optimize clinical headcount utilization. • Leverage best practices via network of Clinical Leaders and training. • Manage and coach clinical specialists through the utilization of field rides, individual and group meetings and company resources to ensure regional alignment of goals, development of talent and adoption of best practices. • Demonstrate effective change leadership to adapt to an evolving customer base, industry service expectations, and changes in team member skills and capabilities needed to win in the market. • Communicate and drive alignment within CRM at both the Area/Regional level on vision, goals and activities. • Adhere to, communicate, and reinforce policies, business conduct and quality standards. • Be critical part of a collaborative regional management team to locate, recruit and hire top clinical candidates for open positions. • Continually work to maintain a strong, diverse personnel "bench" of candidates for use in future hiring opportunities. • Oversee the training and development of the clinical team in implant, service delivery, competitive and product knowledge. • Ensure all direct reports have annual/quarterly objectives and implement a regular schedule of evaluating performance, providing feedback and coaching, and documenting performance needs and achievements; implement performance improvement plans, if needed. • Coach and advise the clinical team on teamwork, time and task management, and career development. • Perform administrative tasks related to management, expense, inventory and communication activities.

• Own the scaled success motion for OpenRouter’s startup and scaled customer portfolio. • Partner cross-functionally to iterate and refine the operating system for startup activation, retention, growth, and Enterprise conversion. • Create and refine the workflows, dashboards, alerts, and playbooks that help the team understand which startups need attention, why they need it, and what action should happen next. • Turn manual customer success and program operations work into repeatable systems. • Own the start-up inbox, day-to-day program communications, and portfolio health across the startup segment. • Build scaled intervention workflows for customers showing risk signals. • Create activation paths that help startups reach first value quickly and understand how to use OpenRouter effectively. • Partner with Sales to surface startups ready for Enterprise conversion, higher usage commitments, premium support, compliance, observability, throughput, or strategic partnership. • Work across GTM to expand distribution, improve onboarding and activation, and connect the startup program to broader growth initiatives. • Use AI-native tools and automation to reduce manual work across onboarding, follow-up, risk detection, expansion identification, reporting, and feedback capture. • Define what “healthy” looks like for startup customers. • Segment the portfolio into cohorts. • Create the operating cadence for reviewing startup portfolio health. • Help evolve OpenRouter’s startup program into a scalable growth engine. • Improve the application, approval, onboarding, activation, communication, and follow-up experience. • Build rubrics and workflows that identify high-potential AI-native startups and route them into the right journey. • Ensure approved startups get value quickly and have clear paths to scale. • Continuously improve how the program runs by streamlining processes and creating better experiences for founders, partners, and internal teams alike. • Turn startup customer, founder, and partner interactions into structured product signal. • Capture and synthesize feedback across onboarding friction, model availability, routing behavior, latency, reliability, pricing, documentation gaps, integration blockers, and developer experience. • Surface patterns to Product and Engineering based on frequency, customer severity, growth potential, and revenue impact.

Role Description Fairway is hiring a Customer & Partner Success Agent (Reverse Mortgage) who serves as the primary, remote point of contact connecting company-sourced consumers, referral partners, and our dedicated reverse mortgage team. In this role, you will drive inbound and outbound communication, follow up on high-quality leads, and schedule qualified appointments to ensure a seamless, positive experience during the initial stages of the reverse mortgage inquiry process. Operating in a fully remote capacity, you will collaborate closely with the AVP of Customer & Partner Success, licensed Loan Officers, and the National Reverse Team to maximize lead engagement, qualification, and successful transfers. What you will do: - Conduct targeted outbound calling campaigns to eligible consumers and referral partners generated through company marketing and approved data sources. - Promptly respond to inbound calls, emails, and web inquiries regarding reverse mortgage products and educational purposes. - Follow up with event registrants, marketing respondents, and prospective borrowers to evaluate interest and guide them through next steps. - Coordinate and schedule consultations between prospects and licensed Loan Officers using MS Bookings, Outlook, Zoom, and other scheduling tools. - Maintain meticulous lead notes, detailed communication histories, and follow-up tasks within Velocify and other internal CRM platforms. - Communicate effectively with assigned Loan Officers regarding borrower needs, updates, and scheduling activities. - Deliver a professional, educational, and consultative experience for every consumer while strictly adhering to company compliance and communication standards. - Leverage approved scripts, call guides, and outreach strategies to optimize borrower engagement and appointment conversion rates. - Assist with administrative tasks, customer support initiatives, and specialized marketing campaigns as directed by leadership. Qualifications - 1–3 years of experience in customer service, call centers, sales support, mortgage, or a related field preferred. - Proficiency with Microsoft Office products (Outlook, Word, Excel) and experience with CRM platforms (e.g., Velocify) is highly preferred. Company Description Fairway Home Mortgage, founded in 1996, is a nationwide leader in the mortgage industry. Customer service is at the heart of everything we do. We deliver personalized loan solutions with some of the fastest turn times in the industry. Our mission is to act as trusted advisors, guiding clients through every step of the mortgage process to exceed expectations and ensure satisfaction. Our culture promotes innovation, growth, and collaboration, offering exciting career paths and professional development. Whether you're starting out or advancing your career, Fairway is a place where your skills and ambitions can thrive.

Role Description Givebutter is hiring a Customer Education Specialist to own and evolve our live customer education strategy, including Office Hours and Bootcamp. Reporting to the Senior Customer Education Manager, this role collaborates cross-functionally with Marketing, Customer Success, Sales, and Product to design and deliver scalable, high-impact live learning experiences that drive activation, product adoption, and long-term customer success. - Build on and continue designing dynamic, engaging sessions aligned with Givebutter’s brand identity. - Analyze attendance and engagement trends. - Strengthen the systems that support our live education engine as we scale. - Serve as a visible and trusted face of customer education - facilitating sessions and representing Givebutter at speaking engagements as needed. - Success will be measured by improvements in activation and product adoption rates, reductions in time-to-first-value for new users, increases in feature usage following live sessions, and measurable engagement and satisfaction across programs. We want to hear from people who… - Light up in front of a (virtual or in-person) room and know how to make complex tools feel approachable and exciting. - Can design structured, on-brand programs that balance curriculum development, facilitation, and operational excellence. - Use data and feedback, internally and externally, to continuously improve learning experiences. - Can collaborate instinctively across teams to ensure education supports broader company goals. - Think in organized systems to design programs that can scale in reach and impact without sacrificing quality. Qualifications - 2-4+ years of experience in customer education, customer success, sales, enablement or related roles within SaaS. - Experience designing and facilitating live trainings for diverse audiences, preferred if audience included nonprofit leaders and executive stakeholders. - Strong understanding of adult learning principles and/or cohort-based learning models. - Experience with webinar platforms and CRM systems. - Ability to translate technical concepts and product updates into clear, compelling learning experiences. Responsibilities - Own and evolve Givebutter’s live education strategy, including designing, facilitating, and continuously improving Office Hours and Bootcamp. - Serve as a public-facing representative of Givebutter education through webinars, workshops, conferences, and speaking engagements as needed. - Create and maintain facilitator guides, demo environments, and supporting materials to ensure consistent, high-quality delivery. - Partner with Product to support major feature launches through timely, targeted education and surface customer friction to inform ongoing product improvements. - Leverage data insights, in partnership with Marketing, to better understand how customers discover and engage with education resources, and implement targeted solutions, such as email and in-app messaging. - Drive measurable impact on activation and product adoption rates through intentional education experiences that align with marketing campaigns, product releases, and other key moments in the customer journey. - Contribute to the ongoing evolution of Givebutter’s customer learning strategy and live training model with the clear goal of making Givebutter the default resource for nonprofit fundraising knowledge. Benefits - Remote Work: Work remotely from one of our 10 hubs (Austin, Denver, Indianapolis, Los Angeles, San Francisco, New York, Salt Lake City, Minneapolis, Seattle, and Nashville). - Health Insurance: We offer Medical, Dental, and Vision insurance covered 100% for employees as well as HSA and FSA accounts. - Dependent Care Coverage: We offer coverage for dependents, with 50% of Medical, Dental, and Vision premiums covered for all eligible dependents. - Mental Health: Givebutter health insurance plans come with access to a TalkSpace membership. - 401k: We offer a 3% 401k match for all eligible employee's. - Vacation and Holidays: Givebutter offers a Flexible PTO policy with uncapped vacation days and company-recognized holidays. - Wellness Week: Givebutter closes for one week each summer to prioritize rest and recharge for the entire team. - Parental Leave: We offer 12 weeks of paid leave for all parents and comprehensive leave planning management through Aidora. - Family Care Support: Access a company-paid UrbanSitter membership plus care credits to book trusted, background-checked caregivers for childcare, senior care, pet care, and household support when you need it most. - Home Office Stipend: Upgrade your home office with company-sponsored expenses, including high-quality laptops, monitors, and modern technology. - Coworking Stipend: Enjoy a monthly stipend that gives you the freedom to work from coworking spaces or cafés whenever you need connection, community, or a change of scenery. - Charitable Giving: Employees are encouraged to donate up to $50/month to any verified nonprofit they wish to support on Givebutter. - Professional Development: We offer learning and development reimbursement opportunities. - Love What You Do: We are a mission-driven company serving the charitable sector. Feel good about the work you're doing and the company you work for. Interview Process - Recruiter Screen: A 30-minute conversation to learn more about your background, walk through the role, and ensure mutual alignment on expectations, values, and logistics. - Hiring Manager Interview: A deeper dive into your relevant experience, skillset, and working style. This is your first opportunity to connect directly with the person who may be your future manager. - Assessment (technical or non-technical): This stage will vary based on the role. It could involve a live coding session, case study, or take-home project. Some roles may include two parts to this stage to evaluate both practical skills and problem-solving approaches. - Values Interview: A conversation with team members focused on how you align with our core values and leadership principles. - References: We connect with a few folks you’ve worked closely with to get a better picture of your working style and impact. - Offer: If all goes well, we’ll move to the offer stage! Please note, we will have an AI note-taking tool join most of our interviews. Hi potential new butterslice! A recent study from LinkedIn showed that most women apply to jobs only when they meet 100% of the requirements, whereas men will hit the apply button if they hit 60%. Givebutter is committed to building a diverse and inclusive team. So to the women and nonbinary folks out there feeling unsure if you're a perfect fit, we strongly encourage you to apply!