• Proactively engage with existing customers via phone, chat and email. • Build trusted relationships with your customer portfolio. • Understand each customer's business, goals and financial needs. • Help customers get the most value from Finom by introducing relevant features and products. • Recommend the most appropriate plans and services based on customer needs. • Identify opportunities to increase product adoption and customer engagement. • Proactively contact customers showing signs of churn and help retain them. • Re-engage dormant customers and encourage greater use of Finom. • Educate customers on new features, products and best practices. • Gather customer feedback and identify opportunities to improve the customer journey. • Work closely with Product, Marketing, Sales and Operations to improve the customer experience • Become an advocate for our customers, ensuring their voice is represented across the business.

Role Description We are seeking a motivated and customer-focused Remote Travel Client Success Specialist to support clients throughout every stage of their travel planning experience. This fully remote position is ideal for individuals who enjoy building relationships, providing outstanding customer service, and assisting clients in planning memorable vacations. As a Travel Client Success Specialist, you will: - Work directly with prospective and existing clients to understand their travel preferences. - Recommend vacation options, coordinate reservations, and provide ongoing support before, during, and after the booking process. - Deliver exceptional client experiences while maintaining accurate records. - Ensure every interaction reflects the high standards of Camirand Travels. This position requires strong communication skills, excellent organizational abilities, and a commitment to delivering personalized service. Comprehensive training and ongoing professional development are provided to support your success. Qualifications - Excellent written and verbal communication skills. - Strong organizational, multitasking, and time management abilities. - Ability to work independently in a remote environment. - Customer service, hospitality, travel, or sales experience is preferred but not required. - Comfortable learning new technology and web-based systems. - Strong problem-solving skills and attention to detail. - Professional attitude with a commitment to providing outstanding client service. Requirements - Build and maintain strong relationships with prospective and existing clients. - Consult with clients to understand their travel goals, preferences, and budget. - Research and recommend travel solutions including cruises, resorts, hotels, vacation packages, tours, and other travel experiences. - Coordinate reservations and assist clients throughout the planning and booking process. - Maintain accurate client records while ensuring confidentiality and attention to detail. - Respond to client inquiries promptly and professionally through phone, email, and virtual communication platforms. - Conduct follow-up communications to promote client satisfaction, repeat business, and referrals. - Support business growth through networking, relationship building, referrals, and social media engagement. - Stay informed on travel destinations, supplier promotions, industry updates, and travel trends. - Deliver exceptional customer service while maintaining professionalism, accuracy, and responsiveness. Benefits - Fully remote work environment. - Flexible scheduling. - Comprehensive onboarding and ongoing training. - Professional development opportunities. - Access to travel industry resources and preferred supplier partnerships. - Supportive team environment focused on collaboration and client success. - Opportunities for career growth within a growing travel company.

Role Description Are you passionate about travel, customer service, and helping others create unforgettable experiences? We are seeking motivated individuals to join our growing team as a Travel & Client Experience Specialist. This flexible remote opportunity is ideal for individuals who enjoy planning, learning about destinations, and providing exceptional client support. As part of our team, you will assist clients with vacation planning, travel research, reservations, and overall travel coordination while receiving training and ongoing support. - Consult with clients to understand their travel preferences and vacation goals - Research destinations, resorts, cruises, tours, and travel experiences - Assist clients with travel planning and booking arrangements - Provide outstanding customer service before, during, and after travel - Maintain accurate client records and booking information - Stay informed on travel industry trends, promotions, and supplier offerings - Participate in training sessions and professional development opportunities - Build and maintain strong client relationships - Utilize company-provided tools and resources to manage bookings and communications Qualifications - Strong communication and customer service skills - Detail-oriented with strong organizational abilities - Comfortable using computers, email, and online booking platforms - Ability to work independently in a remote environment - Positive attitude and willingness to learn - Passion for travel and helping others - Previous sales, hospitality, customer service, or travel experience is a plus but not required Requirements - Flexible schedule - Part-time or full-time opportunities available - Remote position Benefits - Flexible remote work environment - Comprehensive training and ongoing support - Access to industry-leading travel suppliers and booking platforms - Professional development opportunities - Travel industry education and certifications - Team collaboration and mentorship - Ability to build a rewarding career in the travel industry Preferred Skills - Customer service - Relationship building - Time management - Problem-solving - Sales and client engagement - Social media and marketing experience (preferred but not required)

Role Description Own and manage a portfolio of accounts across multiple customer segments, ensuring high levels of customer engagement and satisfaction. - Serve as the primary point of contact for clients, developing strong, long-term relationships and driving adoption of our products and services. - Utilize a mix of high-touch (strategic, complex accounts) and low-touch (scaled, digital-first engagement) approaches to maximize efficiency and customer impact. - Conduct regular business reviews with key accounts to assess financial performance and workflow efficiencies within urgent care centers. - Act as the voice of the customer, gathering insights and feedback to drive continuous improvements in our products, services, and processes. - Drive revenue retention by proactively identifying and mitigating churn risks while ensuring renewal success. - Collaborate with Sales, Product, and Marketing teams to align on expansion strategies and effectively communicate the value of additional offerings. - Support contract renewals, pricing discussions, and negotiations to ensure continued partnership. - Act as a customer advocate internally, partnering with Product, Support, and Marketing teams to influence roadmap decisions based on customer feedback. - Educate and empower customers by providing training, best practices, and thought leadership on industry trends. - Represent the company externally, reinforcing our brand, values, and mission through customer interactions, case studies, and speaking engagements. - Leverage data insights and analytics to monitor customer health, engagement levels, and adoption trends. - Utilize customer success playbooks to streamline engagement strategies for different account types. - Utilize CRM and Customer Success platforms to track interactions, automate processes, and measure success. - Other duties as assigned. Qualifications - Bachelor’s degree or equivalent combination of education and experience. - Three years of experience in Client Success, Account Management, or a related role, preferably in SaaS or health technology-driven industries. - Proven ability to manage both high-touch and low-touch customer relationships effectively. - Strong business acumen and ability to drive value realization and revenue growth. - Excellent communication, negotiation, and presentation skills with the ability to engage stakeholders at all levels. - Experience managing renewals, expansions, and churn mitigation within a portfolio. - Data-driven mindset with the ability to analyze customer behavior and drive insights. - Strong problem-solving skills and ability to thrive in a fast-paced, dynamic environment. - Familiarity with CRM tools (Salesforce, Gainsight, etc.) and Customer Success Platforms is a plus. Requirements - Ability to travel. Benefits - Comprehensive coverage starts first day of employment and includes Medical, Dental/Orthodontia, and Vision. - All Team Members are eligible for synthetic ownership in Experity upon one year of employment with real financial rewards when the company is successful! - This robust program includes counseling, legal resolution, financial education, pet adoption assistance, identity theft and fraud resolution, and so much more. - Experity is committed to helping team members face the demands of juggling work, family and life-related issues by offering flexible work scheduling to manage your work-life balance. - Experity offers a generous PTO plan and increases with milestones to ensure our Team Members have time to recharge, relax, and spend time with loved ones. - Experity maintains a learning program foundation for the company that allows Team Members to explore their potential and achieve their career goals. - We bring our Team Members together when we can to strengthen the team, build relationships, and have fun! We even have a family company picnic and a holiday party. - Competitive pay, quarterly bonuses and a 401(k) retirement plan with an employer match to help you save for your future and ensure that you can retire with financial security. Compensation Budgeted between $66,900 and $90,000 dependent upon applicable experience. Remote Experity offers Team Members the opportunity to work remotely or in an office. Company Description Experity is a mission-driven team transforming on-demand healthcare across the U.S., empowering urgent care clinics with industry-leading software that makes care faster, easier, and more patient-focused. Joining us means doing meaningful work that directly improves the healthcare experience for millions—from helping families access care quickly to ensuring clinics run smoothly behind the scenes. If you want to make a real impact alongside innovative, dedicated teammates while contributing to a trusted platform that’s becoming the operating system for on-demand care, Experity is the place to grow your career.