Role Description In this role, you'll connect with individuals who have already expressed an interest in creating positive change in their personal and professional lives. Through introductory phone or Zoom conversations, you'll guide them through a proven process, introduce educational programs and live events, and help them determine whether this path aligns with their personal and professional goals. You'll be supported by comprehensive training, proven systems, ongoing mentorship, and a collaborative community committed to leadership, growth, and continuous learning. Success in this role comes from building genuine relationships, communicating with integrity, and consistently following a structured system. What You'll Do - Connect with individuals who have expressed interest in creating positive change in their personal and professional lives - Conduct introductory phone and Zoom conversations - Introduce educational programs, online learning, and live events - Guide individuals through a structured process, helping them determine whether this path aligns with their personal and professional goals - Build authentic relationships through consistent communication and follow-up - Utilize digital tools and AI-supported technology to stay organized and efficient - Participate in weekly training, mentorship, and professional development - Manage your own schedule and activity within a flexible remote environment Qualifications - Experience in education, healthcare, administration, customer service, leadership, client support, banking, sales, project coordination, or other people-focused professions is highly valued. - Builds trust through authentic communication - Enjoys meaningful conversations - Takes initiative and follows through - Is comfortable working independently while following proven systems - Is open to ongoing personal and professional development - Wants greater flexibility while continuing to grow professionally - Is looking for a long-term performance-based career path What This Role Offers - A flexible remote structure designed around your lifestyle - A performance-based career path where results influence earning potential - Comprehensive onboarding, training, and ongoing mentorship - Continuous leadership and personal development - Education on digital tools and AI-supported technologies - A supportive, growth-focused community - The opportunity to strengthen communication, leadership, and relationship-building skills Compensation This is a performance-based contract opportunity. Compensation is based on individual results, consistency, effort, and level of engagement. The posted compensation range reflects what individuals actively engaged in this role may achieve over time.

Role Description The Director, Client Education & Training leads Finalsite’s Client Education and Training team, developing and delivering all modalities of training experiences offered by Finalsite. You’ll work cross-functionally with Development, Product Marketing, Sales, and Client Success to drive adoption of Finalsite products and services within our K-12 client base through exceptional curriculum and learning techniques. Additionally, you’ll oversee the training & onboarding team, which provides instructor led training on Finalsite products (Website, Communications, Enrollment, Payments, and Ask AI). Location - 100% Remote - Anywhere within the US Responsibilities - Curriculum Development - Develop and maintain the training content roadmap in alignment with software releases - Develop all on-demand and instructor led course materials - Manage Finalsite’s LMS and client’s overall training experience - Lead a team of instructional designers and content developers - Develop and maintain certification programs including exams on each Finalsite product - Training Delivery - Manage a schedule of virtual and onsite instructor led training engagements - Lead a team of client education specialists and manage staff utilization, training CSAT, client readiness, course completion rates, and other key metrics - Lead training events such as Finalsite University regional conferences - Product Expertise - Inspire your team to be product experts and subject matter experts with respect to Finalsite products and K-12 persona workflows and use cases - Ownership and Leadership Mindset - Understand the essential role of education and training in terms of being the tip of the spear on the client value journey, as well as the first impression that new clients have with Finalsite - Partner with CSM leaders to evaluate the effectiveness of training in terms of driving client adoption and value - Partner with Support leaders to ensure that Support is leveraging all training content and resources necessary to maximize the support experience Qualifications - 5+ years of experience leading education/training teams up to 12 team members - Proven experience in leading, developing and delivering client education teams and aligning team performance to overall business goals and metrics - Experience with websites built via Content Management Systems (“CMS”) like Wordpress, Squarespace, Wix, Weebly, Joomla, etc. - Experience with Learning Management Systems (“LMS”) like Thought Industries, SkillJar, Docebo, etc. - Experience with Pendo or equivalent product experience platforms to capture and analyze user interactions across Finalsite products - Bachelor’s degree preferred, or commensurate experience Residency Requirement - Finalsite offers 100% fully remote employment opportunities, however, these opportunities are limited to permanent residents of the United States. Current residency, as well as continued residency, within the United States is required to obtain (and retain) employment with Finalsite. Disclosures - Finalsite is proud to be an equal opportunity workplace and is an affirmative action employer. - We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. - We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. EEO is the Law. - If you have a disability or special need that requires accommodation, please contact Finalsite's People Operations Team. - Finalsite is committed to the full inclusion of all qualified individuals. - As part of this commitment, Finalsite will ensure that persons with disabilities or special needs are provided a reasonable accommodation. - Ensure your Finalsite job offer is legitimate and don't fall victim to fraud. Ask your recruiter for a phone call or other type of verbal communication and ensure all email correspondence is from a finalsite.com email address. - For added security, where possible, apply through our company website at finalsite.com/jobs.

• Act as the main liaison between families and the clinical team throughout the ABA therapy process • Manage client onboarding, including documentation and insurance authorization processes • Coordinate scheduling for clients and clinical staff using electronic systems • Track and manage all client-related documentation to ensure compliance and quality standards • Collaborate closely with BCBAs, RBTs, and administrative staff to facilitate seamless service delivery • Provide timely and professional updates to families, addressing questions and concerns with empathy • Identify opportunities to improve operational workflows and client experience • Support team performance by assisting with process improvements and communication best practices

Role Description The Client Service Associate acts as the primary point of contact for clients, ensuring an exceptional service experience through prompt and professional support. This role involves handling client inquiries, coordinating with internal teams, and maintaining strong client relationships to support business growth and retention. Reporting Line: Head of Client Services Location: Remote Responsibilities - Manage client inquiries via different channels: email, live chat, and phone calls within set SLAs and KPIs - Provide excellent customer support by identifying customers' needs and solving tasks with an individual approach - Liaise with internal teams to find solutions to more complex inquiries - Navigate inquiries to the relevant departments when necessary - Maintain a sound knowledge of our product and industry - Maintain a positive image of our company - Contribute towards various side projects and tasks such as FAQ upkeep and internal documentation - Regularly communicate feedback and suggestions with your line manager Qualifications - Financial markets and industry knowledge - Previous experience in a brokerage/investment company - Fluency in written and spoken English at a professional level - Strong client-focused service skills - Understanding of basic technical principles - Excellent communication skills, both written and verbal - Strong organizational skills and attention to detail - Comfortable working in a fast-paced environment - Ability to multitask effectively - Comfortable with working shifts - Previous experience with tools like Intercom, Atlassian Personality / Mindset - Integrity & loyalty - Team player with advanced communication and collaboration skills - A hands-on, can-do attitude - always looking for solutions and thinking out of the box - Overachiever mentality - Capability to work and succeed in the fast pace and ever-changing environment Benefits - Competitive salary - Corporate benefits (choose your preferred options) - Truly inspiring culture, pleasant and informal work environment - Ongoing education & training programs - Opportunity to network and connect at the Corporate Events - Global career opportunities