• Be the voice of Nest for our partner practices. You'll respond to inbound requests via email, phone, and chat with empathy, urgency, and clarity; troubleshoot issues with billing, plan setup, client communications, and platform usage; and maintain accurate records in our support system. • Help build the resources that scale us. You'll create and update self-serve content — help center articles, training videos, and internal documentation — that makes our support smarter and faster over time. • Your observations from the front lines are valuable. You'll escalate bugs and pain points to Product and Hospital Success, identify recurring practice needs, and participate in cross-functional syncs to advocate for the customer.

• Build the infrastructure that scales. You'll design SOPs and workflows for support triage, escalation, and resolution; implement systems to track tickets, SLAs, and customer feedback; and own our knowledge base from the ground up — articles, videos, internal documentation. • Turn data into decisions. You'll create internal and partner-facing reports on ticket volume and trends, CSAT and response metrics, and product feedback themes — then surface those insights directly to Product, Hospital Success, and Leadership to drive continuous improvement. • You'll sit at the intersection of everything. Work closely with Hospital Success on onboarding and lifecycle support, partner with Product and Engineering on bugs and usability issues, and support Sales with customer readiness, renewals, and testimonials. • Build a team worth staying on. Manage and mentor Client Success Associates, set clear goals, run weekly syncs and 1:1s, and create a culture of empathy, ownership, and high performance. You raise the bar — and you make it feel good to be held to it.

Role Description Legacy Wealth Associates is an expanding financial services organization committed to helping families build stability and long-term security. We are hiring a Client Services Coordinator to manage and streamline the client journey—from the first interaction to ongoing account support. This position is ideal for someone proactive, highly organized, and attentive to detail, with the ability to anticipate needs before they arise. - Act as the main liaison for designated clients, ensuring clear and timely communication. - Oversee onboarding processes, account modifications, and service-related requests. - Keep client data up to date within internal CRM systems to support efficient teamwork. - Arrange meetings and assemble necessary documentation in advance. - Monitor action items, deadlines, and follow-ups to ensure all commitments are fulfilled. Qualifications - Background in client support, account coordination, or administrative operations (experience in financial services is advantageous). - Strong communication skills, both written and verbal. - Exceptional organizational and time-management abilities. - Ability to work autonomously in a remote setting. - Familiarity with office productivity tools and CRM platforms. Benefits - Remote role with flexible scheduling. - Competitive pay structure. - World-class training and ongoing development programs. - Access to corporate partnerships, discounts, and select travel incentives. Company Description

• Maintain regular communication with mid to large size clients to understand their needs, concerns, and feedback. Respond promptly to client inquiries and resolve issues in a timely manner. • Align existing client practices and procedures with validated HCM Cloud methods to solve client needs and challenges. • Troubleshoot issues. • Propose a best practice solution to resolve challenges. • Identify business requirements and map them to the Oracle Cloud functionality. • Identify functionality gaps and develop solutions to them, through process or design. • Configure the Oracle Cloud to meet client requirements and document application set-ups. • Analyze and resolve functionality issues as well as proactively identifying long-term solutions. • Lead and present to clients and internally • Advise clients on options, risks and any impacts on other processes and/or systems. • Manage scope and client expectations on individual assignments and in day-to-day activities. • Lead and support clients with the execution of test scripts. • Participate in internal forums for training, teamwork, issue resolution and innovative design. • Provide knowledge transfer to clients. • Create specification documents for technical object development. • Be leaders with a vision in the Oracle Cloud space with innovative solutions around the product. • Constant Implementation and testing of advanced enhancements as well as new functionality. • Manage and oversee client accounts, including contract renewals, upselling, and cross-selling products or services. • Develop account plans to maximize value for both the client and Argano. • Focuses on maintenance, reconfiguration, new functionality or modules. • Ensure high levels of client satisfaction by delivering exceptional client service and addressing any client issues or complaints. • Collaborate with clients to understand their business goals and objectives. Provide strategic insights and recommendations to help clients achieve their goals through the company's products or services. • Work closely with internal sales, marketing, Project managers, etc. to align client needs with Argano’s offerings. • Prepare and present regular reports to management and clients, outlining key performance metrics and the status of client accounts.