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About the Company
Dependency Legal Services (DLS) is a non-profit law firm committed to serving children and parents involved in child abuse and neglect cases. We provide legal advocacy for families across six California counties, representing clients in high-volume, fast-paced dependency proceedings. Attorneys in this role will work directly with clients, providing in-court representation and advocating at all stages of juvenile dependency cases.
About the Role
A mentor parent is a mother or father with previous lived experience in the child welfare system who has successfully reunified with their children and completed their legal case. This includes individuals who have successfully completed a voluntary family maintenance case. A mentor parent cannot have any open legal case, and the court cannot have jurisdiction over their family. If substance use disorder was an issue in their juvenile dependency case, the mentor parent must possess a personal commitment to a clean and sober lifestyle and understand recovery programming.
The mentor will serve the client as part of a team that includes the client's attorney and a social worker. The attorney will provide direction to the mentor. The mentor will meet with clients in the community and support them in both their criminal justice-related matters and child welfare matters. They will help the client navigate the court system by providing their own experiences as a parent in the system.
Responsibilities
- Assist clients in accessing services and identifying community supports with the goal of reducing further child welfare involvement.
- Visit clients in the field (e.g., drug treatment facilities, jails, etc.).
- Collaborate with the Dependency Legal Services Pre-Prevention team, local child welfare agency, and other preventative service programs, while also maintaining client confidentiality to best meet the client's needs.
- Coach clients on how to interface with service providers in the child welfare setting.
- Carefully track their time and report their time for grant eligibility purposes through our JCATS electronic file system.
- Meet regularly with the multi-disciplinary legal team for case consultations and program development.
Qualifications
- Lived experience in the child welfare system who successfully reunified with their child.
- Ability to multitask and be a productive team player.
- Ability to work compassionately and respectfully with clients in crisis.
Required Skills
- Bilingual skills, including fluency in Spanish, preferred.
- Experience of working with individuals from multi-ethnic communities.
- Knowledge of community resources in Sonoma County.
Preferred Skills
- None specified.
Pay range and compensation package
Salary is $50,000 annually for full-time position with an additional $1,000 per year for a bilingual Spanish-speaking mentor parent. Generous benefits available, including full medical, dental, and vision coverage for full-time employees.
Equal Opportunity Statement
Please send a cover letter and resume via email to John Passalacqua, Dependency Legal Services
Job Types: Full-time, Part-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Mileage reimbursement
- Paid time off
- Vision insurance
Work Location: In person
This is made possible by the generosity of Milton and Catherine Hershey, who established the school in 1909 and ensured it was fully endowed.
Thanks to their foresight and generosity, the school has over 12,000 graduates and continues to expand to serve more students.
MHS is hiring married couples to serve as Full-time Flex Houseparents.
In this unique and life-changing career, couples reside in on-campus student homes and provide care, guidance, supervision, and support for a group of approximately 8–13 students living in the home.
Flex Houseparents play a vital role in creating a structured, family-like environment that fosters students’ academic, emotional, and social development so they can reach their full potential.Responsibilities include:Providing daily supervision and mentorshipManaging household routines and student schedulesAdministering medications and ensuring student wellnessDriving students to activities, as well as planning and actively engaging in developmental and recreational activities with studentsLeading daily devotions and accompanying students to Sunday ChapelOverseeing budgeting and household reportingUpon hire, Flex Houseparents initially support various student homes and follow a working schedule of nine consecutive days on duty, followed by three days off.On weekdays, houseparents have unscheduled time while students are in school.
Flex Houseparents eventually transition into a Placed Houseparent role, where they live and work with the same group of students in their own student home.
Benefits include:Salary: $44,768.00 per person (approximately $168,000 total compensation per couple, including free housing, meals while on duty, utilities, and more)Comprehensive benefits: medical, dental, and vision insurance; health savings and flexible spending accounts; life insurance; disability options; retirement savingsRelocation assistance and paid training providedPaid time off provided at designated times throughout the yearQualifications: Qualifications include:Experience working or volunteering with youthThis is a two-person role for couples legally married for at least two yearsBoth spouses must be age 27 or olderNo more than three dependent children may reside in the student homeCommitment to a smoke-free and weapon-free campus; no alcohol permitted while on dutyPet limitations: only fish and one dog of approved breeds allowedValid U.S.
driver’s license and ability to become certified to drive student home vansComfort leading students in daily devotions and accompanying them to Judeo-Christian Sunday Chapel services (proselytizing prohibited)High school diploma or GED requiredAbility to lift to 50 lbs.Demonstrated integrity and professionalism; MHS staff serve as role models for studentsThis is a unique, challenging, and rewarding career and life choice that requires a high level of commitment to student success from both spouses.
For consideration, both spouses must complete individual employment applications.
To learn more and apply, visit/>
.
Located in Hershey, PA, Milton Hershey School (MHS) is a top-notch home and school where over 2,200 pre-K through 12th grade students from disadvantaged backgrounds are provided an extraordinary, cost-free, career-focused education. This is made possible by the generosity of Milton and Catherine Hershey, who established the school in 1909 and ensured it was fully endowed. Thanks to their foresight and generosity, the school has over 12,000 graduates and continues to expand to serve more students.
MHS is hiring married couples to serve as Full-time Flex Houseparents. In this unique and life-changing career, couples reside in on-campus student homes and provide care, guidance, supervision, and support for a group of approximately 813 students living in the home. Flex Houseparents play a vital role in creating a structured, family-like environment that fosters students academic, emotional, and social development so they can reach their full potential.
Responsibilities include:
Providing daily supervision and mentorship
Managing household routines and student schedules
Administering medications and ensuring student wellness
Driving students to activities, as well as planning and actively engaging in developmental and recreational activities with students
Leading daily devotions and accompanying students to Sunday Chapel
Overseeing budgeting and household reporting
Upon hire, Flex Houseparents initially support various student homes and follow a working schedule of nine consecutive days on duty, followed by three days off. On weekdays, houseparents have unscheduled time while students are in school. Flex Houseparents eventually transition into a Placed Houseparent role, where they live and work with the same group of students in their own student home.
Benefits include:
Salary: $44,768.00 per person (approximately $168,000 total compensation per couple, including free housing, meals while on duty, utilities, and more)
Comprehensive benefits: medical, dental, and vision insurance; health savings and flexible spending accounts; life insurance; disability options; retirement savings
Relocation assistance and paid training provided
~ Paid time off provided at designated times throughout the year
Qualifications:
Qualifications include:
Experience working or volunteering with youth
This is a two-person role for couples legally married for at least two years
Both spouses must be age 27 or older
No more than three dependent children may reside in the student home
Commitment to a smoke-free and weapon-free campus; no alcohol permitted while on duty
Pet limitations: only fish and one dog of approved breeds allowed
Valid U.S. drivers license and ability to become certified to drive student home vans
Comfort leading students in daily devotions and accompanying them to Judeo-Christian Sunday Chapel services (proselytizing prohibited)
High school diploma or GED required
Ability to lift to 50 lbs.
Demonstrated integrity and professionalism; MHS staff serve as role models for students
This is a unique, challenging, and rewarding career and life choice that requires a high level of commitment to student success from both spouses. For consideration, both spouses must complete individual employment applications. To learn more and apply, visit
.
Located in Hershey, PA, Milton Hershey School (MHS) is a top-notch home and school where over 2,200 pre-K through 12th grade students from disadvantaged backgrounds are provided an extraordinary, cost-free, career-focused education. This is made possible by the generosity of Milton and Catherine Hershey, who established the school in 1909 and ensured it was fully endowed. Thanks to their foresight and generosity, the school has over 12,000 graduates and continues to expand to serve more students.
MHS is hiring married couples to serve as Full-time Flex Houseparents. In this unique and life-changing career, couples reside in on-campus student homes and provide care, guidance, supervision, and support for a group of approximately 8–13 students living in the home. Flex Houseparents play a vital role in creating a structured, family-like environment that fosters students’ academic, emotional, and social development so they can reach their full potential.
Responsibilities include:
Providing daily supervision and mentorship
Managing household routines and student schedules
Administering medications and ensuring student wellness
Driving students to activities, as well as planning and actively engaging in developmental and recreational activities with students
Leading daily devotions and accompanying students to Sunday Chapel
Overseeing budgeting and household reporting
Upon hire, Flex Houseparents initially support various student homes and follow a working schedule of nine consecutive days on duty, followed by three days off. On weekdays, houseparents have unscheduled time while students are in school. Flex Houseparents eventually transition into a Placed Houseparent role, where they live and work with the same group of students in their own student home.
Benefits include:
Salary: $44,768.00 per person (approximately $168,000 total compensation per couple, including free housing, meals while on duty, utilities, and more)
Comprehensive benefits: medical, dental, and vision insurance; health savings and flexible spending accounts; life insurance; disability options; retirement savings
Relocation assistance and paid training provided
~ Paid time off provided at designated times throughout the year
Qualifications:
Qualifications include:
Experience working or volunteering with youth
This is a two-person role for couples legally married for at least two years
Both spouses must be age 27 or older
No more than three dependent children may reside in the student home
Commitment to a smoke-free and weapon-free campus; no alcohol permitted while on duty
Pet limitations: only fish and one dog of approved breeds allowed
Valid U.S. driver’s license and ability to become certified to drive student home vans
Comfort leading students in daily devotions and accompanying them to Judeo-Christian Sunday Chapel services (proselytizing prohibited)
High school diploma or GED required
Ability to lift to 50 lbs.
Demonstrated integrity and professionalism; MHS staff serve as role models for students
This is a unique, challenging, and rewarding career and life choice that requires a high level of commitment to student success from both spouses. For consideration, both spouses must complete individual employment applications. To learn more and apply, visit
.
Job Summary
As our Information Technology (IT) Specialist, you'll be part of the reliable team behind the scenes—ensuring computers, hardware, software, mobile devices, networks, servers, and more run at peak performance every single day. You'll set up workstations and software so new hires hit the ground running, keep login credentials secure and up-to-date in our databases, and deliver fast, friendly support that keeps our teams productive and smiling. Efficiency, diligence, and accuracy are your strengths, and our IT Team is all about being the dependable force that powers the entire company.
Key Responsibilities
- Coordinate trainings with the HR Team for new hires.
- Prepare for IT updates and trainings
- Work with IT Team to ensure everything is setup and ready for new hires
- Organize, manage, and update support tasks
- Ensure IT Department is efficient and responding to tasks quickly
- Manage asset tracking to ensure all devices are enrolled
- Organize, manage, and update login credentials, asset tracking, etc.
- Provide user support.
- Educate users on company software.
Role Requirements
- A genuinely pleasant, polite, and professional attitude
- Outstanding interpersonal skills and excellent written/oral communication
- Top-notch organizational abilities and laser-sharp attention to detail
- Proficiency with company software.
- Preferred: Bachelor’s degree or higher in a related field.
- Bonus: You thrive in solving a tricky issue and knowing your work keeps the whole company connected and moving forward.
Ready to be the calm in the tech storm? Join our IT Team and keep everything running seamlessly. You are the reliable backbone behind every login, laptop, and jobsite device —come make efficiency look effortless with us!
We are an Equal Employment Opportunity company (EEO).
Great River Connections Academy (GRCA) is a tuition-free public online eSchool serving students in grades K-12 throughout Ohio beginning in the 2018-19 school year. GRCA is authorized by the Ohio Council of Community Schools and governed by an independent Board of Directors. The school is operated through a contract with Connections Academy of Ohio, LLC, to provide its educational program and other services. Connections Academy, a division of Connections Education, is accredited by Cognia.
Working from our office in Ohio, the Administrative Assistant is responsible for daily administrative tasks of the school such as answering phones and email, maintaining student records, correspondence with families and other school districts, receiving visitors, assisting administrators and teachers, and other duties as assigned.
Responsibilities:
- Use the Connexus learning management system to file and maintain student records;
- Send outgoing Requests for Records to other schools for newly enrolled students, and respond to incoming Requests for Records from schools for withdrawing students.
- Use the Connexus learning management system to respond to various inquiries from parents, students and other school districts.
- Direct phone calls from parents and students to appropriate school personnel.
- Respond to other school districts questions ranging from transcript requests, to issues concerning enrollment and withdrawal verification.
- Answer phones and receive guests;
- Schedule meetings and appointments;
- Host administrative meetings;
- Assist Administration with a wide variety of daily responsibilities and special projects; and
- Perform Additional duties as assigned.
Requirements:
- Must have high school diploma
- 1-2 years of similar administrative experience preferred
- Proficiency with Microsoft Office tools and web-based applications
- Proficiency with Google Applications (Mail, Calendar, Drive, Hangouts, Documents, etc.)
- Basic accounting knowledge preferred
- Intermediate skill level in MS Excel
- Ability to multitask in a fast paced environment
- Good interpersonal skills and attention to detail
- Excellent communication skills, both oral and written
- Ability to maintain privacy and confidentiality (FERPA)
- Customer focused approach
- High degree of flexibility
- Demonstrated ability to work well in fast paced team environment
- Must pass FBI and BCII background checks per Ohio Law
- Must be proficient in Microsoft Office
- Please note 2-step authentication is required to set-up to login to all systems if given a job offer.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Ready to build a career with a company that's leading the foodservice industry? Join the US Foods Team!
**US FOODS DRIVERS EARN UP TO $130K IN THEIR FIRST YEAR!**
**$15,000 RETENTION BONUS FOR ELIGIBLE NEW HIRES! **
Schedule: Monday - Saturday, w/two days off (must work Saturdays)
Dispatch times are between 12:00 AM & 5:00 AM
Benefits Begin Day 1! Medical, dental, vision, 401K, life insurance, strong safety culture, and much more! Excellent local leadership.
US Foods is one of the largest food distributors with a culture and history of promoting from within, excellent training programs and a continuous improvement focus.
Main Ingredients of the Job
Safely drive trucks to customers and meet scheduled customer delivery times
Carefully unload products from the trailer with a two-wheeler, pallet jack, or by hand and place in designated customer storage areas
Verify accuracy of delivery with customers and obtain proper signatures
Handle collections and payments from customers when applicable
Professionally perform customer service responsibilities to enhance our client experience
Perform all pre-trip and post-trip equipment inspection
Physical Requirements
Ability to lift/carry/push/pull 20 to 80+ lbs. of product repetitively during each shift required
Comfortable driving and working in inclement weather conditions with frequent stops (10+ per shift) required
What You Bring to the Table
Register to the FMCSA Clearinghouse*
Must be at least 21 years of age
Must have valid CDL Class A issued by the state of legal residence with necessary endorsements and DOT qualifications
Minimum of six months commercial driving experience (any industry) OR three months commercial driving experience in the food and/or beverage delivery industry required
Ability to operate manual transmission preferred; may be required in specific locations
Must be able to read and communicate in the English language - able to hold a conversation, to understand highway traffic signs and signals, to respond to official inquiries, and to enter information on reports and records.
Why US Foods
US Foods® helps our customers Make It, with products and services that shape the communities where we live and work. Opportunities in our company abound for skilled, forward-thinking associates.
Great drivers are crucial to the US Foods® team and one of the important faces of our organization. On and off the road, our drivers strive for integrity and reliability, while building trusting relationships with customers.
At the foundation of those efforts are our cultural beliefs, the pillars that define our work ethic, collaborative spirit and service. Together we help our customers make it, but we also believe in helping our drivers make it!
At US Foods®, we are committed to Total Rewards that respect and reward our associates for their dedication and hard work.
*Registering to the FMCSA Clearinghouse is a requirement by the Department of Transportation. All Drivers are required to the Clearinghouse website and register to the new database. The Clearinghouse is a secure online database that provides real-time information about commercial driver’s license (CDL) and commercial learner’s permit (CLP) holders’ drug and alcohol program violations. If you have not registered to the FMCSA database, please note registration is required. Please visit and click GO to login. If you are able to log into login, but are having trouble with the Clearinghouse registration, see “Clearinghouse Help” field on the clearinghouse page.
Compensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law. The expected base rate for this role is between $34 and $39. This role will also receive overtime compensation and shift differential where applicable.
Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance. To review available benefits, please click here:
Ready to build a career with a company that’s leading the foodservice industry?
US Foods is one of the largest food distributors with a culture and history of promoting from within, excellent training programs and a continuous improvement focus.
We are looking for Class A Driverswho are flexible and and open to making multi-yard trips to get route started. These Drivers relish the chance to push their potential, grow and reap the rewards of joining the US FOODS® family. This would require commute/travel to various assigned yards located in Oregon to get the routes started. [commute/travel times may vary]
We help YOU make it! Compensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law.
The expected base rate for this role is between $30.31 and $33.68 per hour.
As applicable, this role will also receive: overtime compensation.
SCHEDULE : Early morning start times
Start times may vary based on route assignment
Start times range between 1am - 6am
Monday - Saturday availability
Average work week is 4 or 5 days
Route assignments are covering multiple yards located in Oregon
Routes may alternate on a weekly basis
Schedules may include weekends
EXCELLENT BENEFITS: Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance.
MILEAGE REIMBURSEMENT
HOTEL PAID PER ROUTE ASSIGNMENT NEEDS
MEAL ALLOWANCE / PER DIEM
Main Ingredients of the Job
As a US FOODS® Delivery Driver, you will be critical to the US FOODS® team and one of the important faces of our organization. As a Delivery Driver, you will have an impact on our customers by delivering our meats, produce, frozen goods, groceries, dry goods, equipment, and supplies to their drop-off sites. Your efforts are the foundation that defines US FOODS® success based on our pillars of cultural beliefs, work ethic, collaborative spirit, and service.
Deliver best-in-class Customer Service.
Deliver customers’ orders to meet scheduled delivery times and keep productivity.
Unload products with a hand truck and place items in the customer storage area.
Able to perform repeated, manual heavy lifting of items up to 80 pounds.
Make frequent stops during a work shift.
Deliver product in inclement weather conditions.
Verify delivery of items with customers.
Collect money (cash or checks) where needed.
US FOODS® has a lot to offer:
Local routes (some overnights required)
Work Schedule is starting in the early morning until finished.
US FOODS® is the company built on YOU Matter, where your hard work is rewarded.
We are committed to compensation, and benefits that respect, and reward our employees for their dedication and hard work.
Paid Training AND Paid Overtime
Service recognition and employee rewards
Excellent Leadership
What you bring to the table
Must be at least 21 years of age.
Must have valid CDL Class A issued by the state of legal residence with necessary endorsements and DOT qualifications.
High school diploma or general education degree (GED) preferred.
Valid U.S. driver’s license issued by the state of legal residence with proper endorsements if required
No more than two convictions in the past two-year period for traffic violations, no DUI convictions in the past three years, no driver’s license suspensions in the past three years.
Minimum of six months of commercial driving experience (any industry) OR three months of driving experience in the food and beverage delivery industry required.
Must be able to pass DOT physical.
Great delivery truck drivers are crucial to the US Foods® team and one of the important faces of our organization. Our truck drivers strive for integrity and reliability while building trusting relationships with customers. JOIN OUR TRANSPORTATION TEAM!
Please check out our job preview video: "A Day in the Life" Delivery Truck Driver *Registering to the FMCSA Clearinghouse is a requirement by the Department of Transportation. All Drivers are required to the Clearinghouse website and register to the new database. The Clearinghouse is a secure online database that provides real-time information about commercial driver’s license (CDL) and commercial learner’s permit (CLP) holders’ drug and alcohol program violations. If you have not registered to the FMCSA database, please note registration is required. Please visit and click GO to login. If you are able to log into login, but are having trouble with the Clearinghouse registration, see “Clearinghouse Help” field on the clearinghouse page.#LI-JU1
Benefits medical, dental, vision, 401K, life insurance, strong safety culture, and much more! Excellent local leadership.
US Foods is one of the largest food distributors with a culture and history of promoting from within, excellent training programs and a continuous improvement focus.
Main Ingredients of the Job
Safely drive trucks to customers and meet scheduled customer delivery times
Carefully unload products from the trailer with a two-wheeler, pallet jack, or by hand and place in designated customer storage areas
Verify accuracy of delivery with customers and obtain proper signatures
Handle collections and payments from customers when applicable
Professionally perform customer service responsibilities to enhance our client experience
Perform all pre-trip and post-trip equipment inspection
Physical Requirements
Ability to lift/carry/push/pull 20 to 80+ lbs. of product repetitively during each shift required
Comfortable driving and working in inclement weather conditions with frequent stops (10+ per shift) required
What You Bring to the Table
Register to the FMCSA Clearinghouse*
Must be at least 21 years of age
Must have valid CDL Class A issued by the state of legal residence with necessary endorsements and DOT qualifications
Minimum of six months commercial driving experience (any industry) OR three months commercial driving experience in the food and/or beverage delivery industry required
Ability to operate manual transmission preferred; may be required in specific locations
Must be able to read and communicate in the English language - able to hold a conversation, to understand highway traffic signs and signals, to respond to official inquiries, and to enter information on reports and records.
Why US Foods
US Foods® helps our customers Make It, with products and services that shape the communities where we live and work. Opportunities in our company abound for skilled, forward-thinking associates.
Great drivers are crucial to the US Foods® team and one of the important faces of our organization. On and off the road, our drivers strive for integrity and reliability, while building trusting relationships with customers.
At the foundation of those efforts are our cultural beliefs, the pillars that define our work ethic, collaborative spirit and service. Together we help our customers make it, but we also believe in helping our drivers make it!
At US Foods®, we are committed to Total Rewards that respect and reward our associates for their dedication and hard work.
*Registering to the FMCSA Clearinghouse is a requirement by the Department of Transportation. All Drivers are required to the Clearinghouse website and register to the new database. The Clearinghouse is a secure online database that provides real-time information about commercial driver’s license (CDL) and commercial learner’s permit (CLP) holders’ drug and alcohol program violations. If you have not registered to the FMCSA database, please note registration is required. Please visit and click GO to login. If you are able to log into login, but are having trouble with the Clearinghouse registration, see “Clearinghouse Help” field on the clearinghouse page.
Compensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law. The expected rate for this role is between $70,000 and $150,000 annually.
As applicable, this role will also receive overtime compensation, retention bonus, component pay based on cases, mileage, stops, etc.
Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, employee stock purchase plan, and life insurance
Job Description
Account Manager (SaaS) — You Probably Don't Want This Job
Company: Swivel Software
Let's be honest upfront — this role isn't for most people.
If you're looking for something easy, predictable, or low-effort... keep scrolling. This job will frustrate you, stretch you, and occasionally make you question your life choices (in a good way, eventually).
Still here? Alright, let's talk.
What You'd Be Getting Into
At Swivel CRM, our Account Managers don't just "manage accounts." That would be too simple.
You'll be:
* Dealing with demanding customers who actually expect results
* Juggling multiple clients, priorities, and last-minute curveballs
* Translating messy real-world problems into clean SaaS solutions
* Building relationships that actually matter (not just check-in calls)
* Pushing accounts to grow — even when it's uncomfortable
Some days will feel like a win. Others will feel like controlled chaos.
Why You Might Hate It
* There's nowhere to hide, your impact is visible
* You'll need to think, not just follow a script
* "That's not my job" doesn't really exist here
* Clients will rely on you (a lot)
* You'll be expected to care about outcomes
Why You Might Secretly Love It
* You'll actually make a difference for customers
* You'll learn SaaS, business strategy, and people skills fast
* You'll work with a team that doesn't tolerate mediocrity
* You won't be bored (ever)
* Wins feel earned and they're satisfying
What We're (Reluctantly) Looking For
* Experience in SaaS account management, customer success, or similar
* Strong communication skills (translation: you can explain complex stuff simply)
* Ability to stay calm when things get messy
* Curiosity, you ask "why?" more than "what?"
* Ownership mindset (you fix problems instead of pointing at them)
The Basics
* Competitive salary + performance incentives
* Benefits package (yes, the usual stuff)
* Remote/hybrid flexibility
* Growth opportunities — if you can handle them
Final Warning
If you want a job where you can coast, this isn't it.
If you want a job where you'll grow, be challenged, and occasionally surprise yourself...
...you still might not want it.
But if you do — we'd like to hear from you. Company Description
SWIVEL FACILITATES SUCCESS FOR FINANCIAL PROFESSIONALS BY WORKING THE WAY THEY DO SO THEY CAN WORK SMARTER, NOT HARDER.
What we do -
Swivel creates a great quality of life for financial professionals and their clients by personalizing the client experience at scale. As the world's most flexible financial services CRM, Swivel automates tasks and custom workflows so FMOs, IMOs, agents and advisors can work smarter, not harder. From insurance and annuities to medicare and wealth management, Swivel does it all. Now financial professionals can manage, track, nurture, and see all their clients' assets, policies, and statements in one place. Our concierge service sets up the system to personalize each step in the customer journey. Also, clients see all their balances with one login. With Swivel, account information is always accurate, aggregated and updated, making reviews and audits automatic.
Our origin story -
Adaptation As Inspiration
Growing up, Matt Walker, Swivel's co-founder and CEO, loved watching chameleons adapt to different environments. Chameleons are famous for changing their skin color from black, blue, brown, green, and light blue to orange, pink, red, turquoise, and yellow. Incredibly efficient creatures, they can see up to 32 feet in front of them, and their infamous tongues can go from 0 to 60+ miles per hour in just one-hundredth of a second to snag unsuspecting insects.
Matt wanted a system that worked the way he did - seamlessly across products and clients.
As an entrepreneurial financial professional, Matt leveraged the idea of adaptation to build a diversified business that brought different parts of the financial services industry under one roof. Having multiple revenue streams was good for business and good for clients who wanted to work with one partner to adapt their portfolios to changing circumstances. From selling insurance to providing wealth management services, Matt did it all. The challenge was financial CRMs didn't. They either focused on wealth management or insurance (not both), and general-purpose CRMs didn't work the way Matt did.
In addition to streamlining client communications, Matt wanted analytics and data to make better decisions, but he found it difficult to compile a complete picture without seeing all his clients' policies and account balances in one place. CRMs fell short, and Excel spreadsheets did too. Matt and his team had very inefficient processes because they were trying to adapt their workflows to fit preset software rules and workflows instead of the other way around. Matt wanted a system that worked the way he did - seamlessly across products and clients.
Looking into what it would take to create a flexible CRM system for multi-faceted financial firms, Matt quickly found that developing software isn't cheap. It would take millions of dollars to make a customizable financial services CRM. Realizing the average advisor can't afford to spend that kind of money creating software that works the way they want, Matt decided to build it for them (and himself).
Company Description
SWIVEL FACILITATES SUCCESS FOR FINANCIAL PROFESSIONALS BY WORKING THE WAY THEY DO SO THEY CAN WORK SMARTER, NOT HARDER.\r
\r
What we do - \r
Swivel creates a great quality of life for financial professionals and their clients by personalizing the client experience at scale. As the world's most flexible financial services CRM, Swivel automates tasks and custom workflows so FMOs, IMOs, agents and advisors can work smarter, not harder. From insurance and annuities to medicare and wealth management, Swivel does it all. Now financial professionals can manage, track, nurture, and see all their clients' assets, policies, and statements in one place. Our concierge service sets up the system to personalize each step in the customer journey. Also, clients see all their balances with one login. With Swivel, account information is always accurate, aggregated and updated, making reviews and audits automatic.\r
\r
Our origin story - \r
Adaptation As Inspiration\r
Growing up, Matt Walker, Swivel's co-founder and CEO, loved watching chameleons adapt to different environments. Chameleons are famous for changing their skin color from black, blue, brown, green, and light blue to orange, pink, red, turquoise, and yellow. Incredibly efficient creatures, they can see up to 32 feet in front of them, and their infamous tongues can go from 0 to 60+ miles per hour in just one-hundredth of a second to snag unsuspecting insects.\r
\r
Matt wanted a system that worked the way he did - seamlessly across products and clients.\r
As an entrepreneurial financial professional, Matt leveraged the idea of adaptation to build a diversified business that brought different parts of the financial services industry under one roof. Having multiple revenue streams was good for business and good for clients who wanted to work with one partner to adapt their portfolios to changing circumstances. From selling insurance to providing wealth management services, Matt did it all. The challenge was financial CRMs didn't. They either focused on wealth management or insurance (not both), and general-purpose CRMs didn't work the way Matt did.\r
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In addition to streamlining client communications, Matt wanted analytics and data to make better decisions, but he found it difficult to compile a complete picture without seeing all his clients' policies and account balances in one place. CRMs fell short, and Excel spreadsheets did too. Matt and his team had very inefficient processes because they were trying to adapt their workflows to fit preset software rules and workflows instead of the other way around. Matt wanted a system that worked the way he did - seamlessly across products and clients.\r
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Looking into what it would take to create a flexible CRM system for multi-faceted financial firms, Matt quickly found that developing software isn't cheap. It would take millions of dollars to make a customizable financial services CRM. Realizing the average advisor can't afford to spend that kind of money creating software that works the way they want, Matt decided to build it for them (and himself).
