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Care Account Operations Advisor
Location
Massachusetts
Posted
22 hours ago
Salary
$70K - $80K / year
Seniority
Mid Level
Job Description
Care Account Operations Advisor
Toast
• Serve as a subject matter expert on all account operations processes • Handle complex customer inquiries and issues via phone, chat, and email with empathy and precision • Own a case queue end-to-end, driving timely and accurate resolution • Partner cross-functionally with Sales, Onboarding, Billing, Payments, and other teams to coordinate seamless support across the customer lifecycle • Maintain meticulous attention to detail when processing sensitive account information to prevent downstream errors • Proactively identify process gaps and contribute ideas that improve team efficiency and customer experience • Take on additional responsibilities as the team and business evolve
Job Requirements
- 2+ years of customer-facing experience, ideally in an escalations or account management environment
- Demonstrated ability to navigate complex, multi-step issues with accuracy and calm under pressure
- Exceptional written and verbal communication skills - you can explain complicated things clearly
- Relentlessly detail-oriented with strong organizational habits
- Comfortable partnering cross-functionally and advocating for the customer across teams
- Strong sense of urgency and ability to prioritize in a fast-paced environment
- Experience with Salesforce or another CRM is a plus
Benefits
- Competitive compensation and benefits programs
- Health insurance
- 401(k) matching
- Wellness programs
- Flexible working hours
- Professional development opportunities
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Inspira FinancialInspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners — helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
Join Us! Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey. Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes. Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com. We believe in finding the best talent! 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