Role Description You've built a career helping others. Perhaps now you're looking for an opportunity that also supports the life you want to create. Whether you've spent your career supporting clients, students, patients, customers, or teams, you know the value of building trust, communicating with integrity, and helping people move forward with confidence. This is a performance-based contract opportunity for professionals who want to work remotely within a structured and supportive environment while creating greater flexibility and long-term income potential. In this role, you'll connect with individuals who have expressed interest in personal and professional development opportunities. You'll guide them through a proven process, introduce educational programs and live events, and support them as they explore whether the opportunity aligns with their personal and professional goals. You'll be supported by comprehensive training, proven systems, ongoing mentorship, and a community committed to personal growth, leadership, and continuous learning. What You'll Do - Connect with individuals who have requested information about personal and professional development opportunities - Conduct introductory phone and Zoom conversations - Introduce educational programs, online learning, and live events - Guide individuals through a proven process - Build authentic and long-term relationships through ongoing communication - Maintain communication and follow-up activities using structured systems - Utilize digital tools and AI-supported technology to stay organized and efficient - Participate in weekly training, mentorship, and professional development sessions - Manage your schedule, activity, and results within a flexible remote environment Qualifications - Experience in education, teaching, healthcare, administration, customer service, client support, leadership, banking, or other people-focused professions is highly valued. Requirements - Builds trust through authentic communication - Enjoys guiding and supporting people through a structured process - Is comfortable working independently while following proven systems - Is ready for ongoing personal and professional development - Wants greater flexibility without sacrificing ambition - Is looking for a long-term opportunity where effort and results influence earning potential - Can commit consistent and focused time each week Benefits - A flexible remote structure designed around your lifestyle - A performance-based opportunity where your results influence your earning potential - Comprehensive onboarding, training, and ongoing mentorship - Continuous personal and professional development - Education on digital tools and AI-supported technologies - A supportive and growth-focused community - The opportunity to strengthen your communication, leadership, and relationship-building skills while making a meaningful impact Company Description We partner with a global personal growth and education organization that has been helping individuals expand their mindset, leadership, and professional opportunities through transformational online education and live events. - Growth-minded professionals who value flexibility, continuous learning, personal responsibility, and creating meaningful results while maintaining balance around the people and priorities that matter most. If you're looking for a professional opportunity that allows you to continue making a positive impact while creating greater freedom and flexibility in your own life, we'd love to connect.

• Lead, mentor and develop a team of client service associates, setting clear performance expectations and conducting regular reviews. • Manage team workload, coverage and cross-functional collaboration to ensure responsive, consistent service across all clients and time zones. • Foster a culture of accountability, continuous improvement and client-first thinking. • Define & refine service standards, processes, and playbooks, ensuring team adherence. • Oversee daily operations, ensuring cases are being correctly handled and SLAs are met.

• Act as the day-to-day liaison between the company and its clients • Handle information requests, issues, and other client-related tasks • Manage correspondence, requests for information and issues from clients in a timely, professional and thorough manner • Assist in preparing and conducting client meetings • Facilitate meeting process • Document and publish minutes from the meeting • Participate in regular internal meetings with manager, team, and staff from other departments • Produce and distribute reports on client and department activity • Proactively communicate with clients and internal team regarding issues with their business • Ensure company staff are informed on a proactive basis of client issues, concerns and changes • Aggressively seek out additional business opportunities with existing and prospective clients • Support the achievement of department goals and notify management and teammates when problems arise • Represent SCS with professional and ethical work standards

• Reporting to the Director of Client Engagement, the Senior Client Services and Onboarding Manager will own a diverse portfolio of active and onboarding client stations and will be responsible for ensuring the success of the direct marketing programs and campaigns which drive the fundraising efforts of each station. • Work closely with internal resources at CDP and external partners as necessary to ensure that the appropriate solutions are executed on behalf of the client stations. • Build strong relationship with all client contacts, acting as the primary liaison with both executive and frontline staff. • Own all special projects and customized client requests, working with internal CDP teams to scope and implement if applicable. • Participate in yearly budgeting development process and present completed budget (and subsequent reforecast if needed) to client in partnership with the CDP Finance team. • Collaborate with internal Business Intelligence and Analytics team relative to standardized and customized reports as well as automated process to ensure efficacy of data being reported. • Champion the year-end analysis activities, from preparation through client presentation.