• Develop and execute business development strategies aimed at acquiring new clients in the region • Serve as the primary point of contact for high-profile clients, providing tax planning, compliance, and consulting services tailored to the unique needs of our clients • Stay current on industry trends, tax laws, and regulations to ensure the firm offers cutting-edge tax solutions • Mentor and develop junior staff members, fostering a culture of learning, growth, and collaboration within the tax department

Role Description This is a Full-Time position. Monday through Friday, 8:30am to 5:30pm. Remote work available, but must reside in Arizona. Pay: up to $22.00 per hour Bilingual differential pay for those bilingual in Spanish!!! SAGE Counseling is actively recruiting for Full-Time Client Service Associates to provide support for admitting clients to SAGE by: - Appointment scheduling - Processing treatment referral - Data entry into the electronic health record - Maintaining client files - Completing outgoing calls for services The ideal candidate for this position is an organized, detail-oriented individual who is able to manage multiple projects at once in a fast-paced environment, with a strong work ethic and a background in office administration. Qualifications - Bilingual (Spanish/English) required. Differential pay offered! - Minimum High School Diploma or GED required. - Eligible to successfully complete background check to obtain a Fingerprint Clearance Card. - Prior experience with scheduling or working in a call center environment preferred. - Prior experience in behavioral health field strongly preferred. - Proficiency in navigating an Electronic Health Record, and Microsoft Office Suite products (Word, Excel, and Outlook). - Strong sense of discretion and professionalism. - Strong organizational and time management skills. Benefits - Top-level compensation packages – including company-paid medical insurance! - Bilingual pay differential. - Annual merit-based compensation increases. - Career advancement opportunities. - Remarkable health and disability benefits. - 401k company match. - Holiday, PTO, and employer-paid life insurance. Company Description SAGE is an Equal Employment Opportunity employer. We are committed to providing equal opportunity in all employment-related activities without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, veteran status, or any other characteristics protected under State or Federal Law.

Role Description We're looking for a talented Client Strategist to join our remote team and help drive success for our clients through impactful strategies, exceptional relationship management, and data-driven decision-making. The Client Strategist serves as the strategic advisor and primary point of contact for a dedicated portfolio of eyecare clients. This role is responsible for: - Building trusted client relationships - Developing long-term digital marketing strategies - Ensuring every campaign aligns with the client's business objectives Success in this role requires excellent communication skills, strong business acumen, analytical thinking, and the ability to build lasting client partnerships that drive retention and growth. Key Responsibilities - Client Relationship Management - Serve as the primary point of contact for an assigned portfolio of clients. - Build strong, trusted relationships through proactive communication and strategic consultation. - Lead recurring client meetings to review performance, discuss business goals, and recommend strategic initiatives. - Ensure clients understand the value and impact of their marketing investment. - Manage client expectations while maintaining a high standard of service. - Identify potential risks early and proactively resolve concerns to support long-term client satisfaction and retention. - Strategic Marketing Leadership - Develop and maintain comprehensive digital marketing strategies tailored to each client's goals. - Align marketing initiatives with business objectives, growth opportunities, and practice priorities. - Continuously review campaign performance and recommend adjustments based on data and industry trends. - Collaborate with internal specialists to ensure strategic execution across all marketing channels. - Identify opportunities to expand services that will benefit the client's business. - Performance Analysis & Reporting - Analyze marketing performance using tools such as Google Analytics 4 (GA4), Google Business Profile insights, SEO reporting, paid advertising metrics, call tracking, and other marketing platforms. - Translate complex marketing data into clear business insights and recommendations. - Prepare and present performance reports during client meetings. - Monitor campaign performance and recommend optimization opportunities based on measurable results. - Ensure marketing recommendations are backed by data and aligned with client objectives. - Cross-Functional Collaboration - Partner closely with Project Managers to ensure projects remain on schedule and clients receive timely updates. - Work alongside SEO, Paid Media, Content, Design, Development, and other internal teams to deliver high-quality marketing campaigns. - Clearly communicate client priorities and strategic direction to internal stakeholders. - Provide feedback that supports continuous improvement across service delivery. - Advocate for both the client and internal teams to achieve the best possible outcomes. - Client Growth & Retention - Build long-term partnerships focused on client success. - Identify opportunities for upselling and cross-selling additional services when they align with client goals. - Support contract renewals through consistent delivery of value. - Monitor client health and proactively address risks that may impact retention. - Encourage referrals by delivering exceptional client experiences. - Industry Expertise - Develop a strong understanding of the optometry and ophthalmology industries. - Stay informed on digital marketing best practices, emerging technologies, AI tools, and industry trends. - Understand client business models and recommend marketing initiatives that generate measurable practice growth. - Continuously improve marketing knowledge through ongoing learning and professional development. Qualifications - 3+ years of experience in Account Management, Client Success, Digital Marketing, Marketing Strategy, or a similar client-facing role. - Strong understanding of digital marketing, including SEO, PPC, websites, social media, email marketing, and local search. - Experience presenting marketing performance to clients. - Excellent verbal and written communication skills. - Strong analytical and problem-solving abilities. - Ability to manage multiple client accounts simultaneously. - Exceptional organizational and time management skills. - Experience working in a remote environment. - High attention to detail and strong follow-through. Specific Requirements - Standard working hours of 9:00 AM – 5:00 PM EST. - All work is remote. You can work from anywhere, but you'll need to provide: - Your own computer, monitors, and equipment. - A quiet, dedicated workspace. - Stable, high-speed internet. - Load-shedding backup equipment where applicable. Benefits - Competitive salary and paid time off. - Opportunities for professional growth and career development. - A supportive, collaborative, and dynamic team environment. - Flexible remote work arrangements. - Ongoing learning and development opportunities.

• Support client (niveau 1) • Prendre en charge les tickets entrants qualifiés et priorisés par des outils d’IA • Apporter des réponses claires, pertinentes et personnalisées aux utilisateurs • Appliquer les procédures, guidelines et scripts définis • Assurer un suivi rigoureux des demandes jusqu’à leur résolution complète • Gestion des escalades • Identifier les demandes hors périmètre niveau 1 • Escalader les tickets complexes avec un contexte clair et structuré • Remonter les problématiques récurrentes ou anomalies aux équipes internes • Respecter les délais de réponse et les SLA • Maintenir un haut niveau de satisfaction client (CSAT)