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Account Manager - Swivel CRM
✦ New
Salary not disclosed
Job Description
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
\r
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
\r
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).
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
\r
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
\r
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).
Not Specified
R
FedEx BC Manager - Package Delivery Operations
Salary not disclosed
Job Description
Job Description
FedEx BC Manager - Package Delivery Operati ons
We are a locally operated service provider contracted with FedEx Ground. Our team delivers and picks up packages safely, efficiently, and with pride. We are looking for a hands-on BC Manager who can lead daily operations, support drivers, and keep routes running smoothly.
This is a leadership role for someone who thrives in a fast-moving environment, enjoys problem solving, and is committed to safety and teamwork.
What You'll Do
Daily Operations & Dispatch
* Dispatch and oversee 8-15 delivery routes each day
* Complete route optimization ahead of service to ensure efficiency and compliance in DRO
* Assist with morning meetings, loadout, and route readiness
* Coordinate vehicles and support pre-trip inspections and logins
Driver Support & Leadership
* Train drivers on safety procedures, software, and company standards
* Provide coaching, counseling, and documentation for safety or policy violations
* Assist with ride-alongs, audits, and performance improvement
Safety & Compliance
* Monitor safety events, DOT compliance, and follow-up requirements
* Assist with live vehicle audits and post-trip inspections
* Drive safely in all weather conditions, including wet, snowy, or icy roads
Administrative & Team Support
* Assist with scheduling, payroll prep, timesheets, and time-off approvals
* Maintain accurate documentation and compliance records
* Step in to assist with routes or field support when needed
* Communicate professionally with drivers, team leadership, and terminal staff
Requirements
* At least 1 year of FedEx BC experience
* Valid driver's license & clean motor vehicle record
* 21 years of age or older
* Ability to pass drug screening, background check, and DOT physical
* Ability to lift up to 70 lbs and move up to 150 lbs with equipment
* Comfortable working outdoors in varying weather conditions
Preferred Qualifications
* DOT Trainer Certification
* Experience with GroundCloud, DRO, and Netchex systems
* 2+ years leadership or management experience
* Strong organization and attention to detail
* Ability to multitask and problem solve in real time
* Comfortable learning and using technology platforms
Work Environment
This is an in-person, fast-paced operations role. Start times are early, and end times vary depending on daily volume and operational needs. Teamwork and flexibility are essential.
Why Join Our Team
* Supportive, team-first work environment
* Leadership role with real impact on daily success
* Opportunity to grow with a stable and expanding operation
Job Description
FedEx BC Manager - Package Delivery Operati ons
We are a locally operated service provider contracted with FedEx Ground. Our team delivers and picks up packages safely, efficiently, and with pride. We are looking for a hands-on BC Manager who can lead daily operations, support drivers, and keep routes running smoothly.
This is a leadership role for someone who thrives in a fast-moving environment, enjoys problem solving, and is committed to safety and teamwork.
What You'll Do
Daily Operations & Dispatch
* Dispatch and oversee 8-15 delivery routes each day
* Complete route optimization ahead of service to ensure efficiency and compliance in DRO
* Assist with morning meetings, loadout, and route readiness
* Coordinate vehicles and support pre-trip inspections and logins
Driver Support & Leadership
* Train drivers on safety procedures, software, and company standards
* Provide coaching, counseling, and documentation for safety or policy violations
* Assist with ride-alongs, audits, and performance improvement
Safety & Compliance
* Monitor safety events, DOT compliance, and follow-up requirements
* Assist with live vehicle audits and post-trip inspections
* Drive safely in all weather conditions, including wet, snowy, or icy roads
Administrative & Team Support
* Assist with scheduling, payroll prep, timesheets, and time-off approvals
* Maintain accurate documentation and compliance records
* Step in to assist with routes or field support when needed
* Communicate professionally with drivers, team leadership, and terminal staff
Requirements
* At least 1 year of FedEx BC experience
* Valid driver's license & clean motor vehicle record
* 21 years of age or older
* Ability to pass drug screening, background check, and DOT physical
* Ability to lift up to 70 lbs and move up to 150 lbs with equipment
* Comfortable working outdoors in varying weather conditions
Preferred Qualifications
* DOT Trainer Certification
* Experience with GroundCloud, DRO, and Netchex systems
* 2+ years leadership or management experience
* Strong organization and attention to detail
* Ability to multitask and problem solve in real time
* Comfortable learning and using technology platforms
Work Environment
This is an in-person, fast-paced operations role. Start times are early, and end times vary depending on daily volume and operational needs. Teamwork and flexibility are essential.
Why Join Our Team
* Supportive, team-first work environment
* Leadership role with real impact on daily success
* Opportunity to grow with a stable and expanding operation
Not Specified
O
Outside Sales Representative
Salary not disclosed
Job ID: 520695
Exempt
Oldcastle Infrastructure™, a CRH company, is the leading provider of utility infrastructure solutions for the water, energy, and communications markets throughout North America. We’re more than just a manufacturer of precast concrete, polymer concrete, or plastic products. We’re a trusted and strategic partner to engineers, contractors, distributors, specifiers, and more. With our network of more than 80 manufacturing facilities and more than 4,000 employees, we’re leading the industry with innovation and a safety-first mindset.
Job Summary
Oldcastle Infrastructure is looking for an Outside Sales Representative (O.S.R) that will develop and maintain positive and productive relationships with current and potential customers, while meeting or exceeding sales targets. The O.S.R. will spend their time working with contractors to develop relationships and deliver quality proposals to close business while supporting Oldcastle Infrastructure. The O.S.R. will develop both short and long-term sales strategies while executing sales plans to increase the region’s volume and profit margins with target customers.
Job Location
- This is a hybrid position that will be located at our Nampa location.
Job Responsibilities
- Become the Subject Matter Expert on all Oldcastle Infrastructure precast concrete products, including utility vaults, concrete pipe, culverts, manholes, catch basins and other drainage products.
- Delivery top level service and communication internally and externally.
- Prospect opportunities and companies and market products within core markets.
- Identify and bid all appropriate projects within assigned marketing area. Participate in the development of bid strategy for each job.
- Utilize various software tools(Salesforce, Office Suite, SharePoint) to manage prospects, issue quotes and communicate with a broader team.
- Will be responsible for meeting specific sales volumes and profit margin goals.
- Partner with other departments (Estimating, Project Leads, Operations, Transportation, and Accounting) to ensure every account receives the highest level of customer service.
- Communicate with the broader Oldcastle Commercial team to manage and coordinate sales to customers, as well as to leverage the Oldcastle product portfolio across company boundaries.
- Actively participate in industry-related associations as required in order to develop and maintain key networking and business relationships.
Job Requirements
- Bachelor’s degree or equivalent combination of education and experience.
- Must have ability to travel (Approx. 50% +) throughout the sales region.
- Proficient in basic Microsoft Office software (Word, Excel, Outlook and Power Point.)
- Have a Valid Driver’s License and acceptable driving record; monthly auto reimbursement for mileage is provided
- Demonstrate strong business acumen in regard to sales and marketing and/or the civil infrastructure construction market; be knowledgeable in regards to current and possible future industry trends.
- Ability to read and interpret civil design drawings, and engineering production drawings-a plus.
- Must have ability to travel (approx. 50% +) throughout the sales region.
- Demonstrate the ability to establish and maintain effective relationships with customers – both internal and external.
- Be a pro-active, self-motivated, self-starter who is action oriented and drives for results.
- Be experienced with technical sales to engineers and specifying agencies (Not necessity but a plus).
- Be proficient in basic Microsoft Office software (Word, Excel, Outlook and PowerPoint) and knowledge of Salesforce is a plus.
- Have a Valid Driver’s License and acceptable driving record; monthly auto reimbursement for mileage is provided.
- Have ability to work with a diverse group of people both within the company and in a sales capacity.
What CRH Offers You
- Highly competitive base pay
- Comprehensive medical, dental and disability benefits programs
- Group retirement savings program
- Health and wellness programs
- An inclusive culture that values opportunity for growth, development, and internal promotion
About CRH
CRH has a long and proud heritage. We are a collection of hundreds of family businesses, regional companies and large enterprises that together form the CRH family. CRH operates in a decentralized, diversified structure that allows you to work in a small company environment while having the career opportunities of a large international organization.
If you’re up for a rewarding challenge, we invite you to take the first step and apply today! Once you click apply now, you will be brought to our official employment application. Please complete your online profile and it will be sent to the hiring manager. Our system allows you to view and track your status 24 hours a day. Thank you for your interest!
Oldcastle Infrastructure, a CRH Company, is an Affirmative Action and Equal Opportunity Employer.
EOE/Vet/Disability
CRH is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
Not Specified
D
Salesforce Solution Architect (Remote)
✦ New
Salary not disclosed
DivIHN (pronounced “divine”) is a CMMI ML3-certified Technology and Talent solutions firm.
Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations.
Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent.
Visit us at to learn more and view our open positions.
Please apply or call one of us to learn more For further inquiries regarding the following opportunity, please contact our Talent Specialist, Lavanya at (224) 369-0873 Title: Salesforce Solution Architect (Remote) Duration: 6 Months Location: Remote Only W2 candidates are eligible for this position.
Third-party or C2C candidates will not be considered.
Job Description: We are looking for a Salesforce Architect with strong and deep experience in the Salesforce platform.
The ideal candidate should have hands-on expertise in designing and implementing Salesforce solutions and a strong technical background.
Key Requirements: Strong experience in Salesforce with deep platform knowledge.
Experience working with Sales Cloud, Service Cloud, B2B Commerce, and Experience Cloud.
A technical background is preferred (for example, someone who started as a Salesforce Developer and moved into an Architect role).
Exposure to AI capabilities within Salesforce is a plus, as the organization is currently in the early stages of AI adoption.
Salesforce certifications are helpful and considered an advantage.
Additional Information: This individual will work with three other solution architects and report to their Application Development Director About us: DivIHN, the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond.
The strategic characteristics of the organization are Standardization, Specialization, and Collaboration.
DivIHN is an equal opportunity employer.
DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.
Service Cloud, Sales Cloud, salesforce developer
Remote working/work at home options are available for this role.
Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations.
Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent.
Visit us at to learn more and view our open positions.
Please apply or call one of us to learn more For further inquiries regarding the following opportunity, please contact our Talent Specialist, Lavanya at (224) 369-0873 Title: Salesforce Solution Architect (Remote) Duration: 6 Months Location: Remote Only W2 candidates are eligible for this position.
Third-party or C2C candidates will not be considered.
Job Description: We are looking for a Salesforce Architect with strong and deep experience in the Salesforce platform.
The ideal candidate should have hands-on expertise in designing and implementing Salesforce solutions and a strong technical background.
Key Requirements: Strong experience in Salesforce with deep platform knowledge.
Experience working with Sales Cloud, Service Cloud, B2B Commerce, and Experience Cloud.
A technical background is preferred (for example, someone who started as a Salesforce Developer and moved into an Architect role).
Exposure to AI capabilities within Salesforce is a plus, as the organization is currently in the early stages of AI adoption.
Salesforce certifications are helpful and considered an advantage.
Additional Information: This individual will work with three other solution architects and report to their Application Development Director About us: DivIHN, the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond.
The strategic characteristics of the organization are Standardization, Specialization, and Collaboration.
DivIHN is an equal opportunity employer.
DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.
Service Cloud, Sales Cloud, salesforce developer
Remote working/work at home options are available for this role.
Not Specified
P
Data Analyst-Hybrid position in Los Angeles, California
Salary not disclosed
Qualifications: Minimum of 10 years of experience required with data and metrics analysis.
Minimum of five years experience working in analytics with hospitals and health plans.
Advanced proficiency required with VBA, SQL, Salesforce, Excel and Access.
High-level skills using web applications and all browsers; ability to teach others how to use web-based database functions.
Demonstrated experience using Microsoft Office computer applications, including Word, Access, Outlook and SharePoint.
Advanced knowledge of Excel required.
Detail-oriented with strong follow-through and ability to work independently given standard guidelines and checklists.
Good writing and communication skills.
Able to draft grammatically correct and professional email messages.
Demonstrated experience in working successfully with minimal supervision.
Must have knowledge of medical and health care terminology.
Ability to complete HIPAA training and implement high-level protections on patient information and confidentiality.
Must work effectively independently and in a team setting.
Ability to relate well with internal and external customers.
Quality/Metrics: Gather and perform analysis on data from Salesforce, Loopback, Excel, and other databases as required.
Perform data cleaning as needed to ensure data are consistent and analyzable.
Create data reports, charts, graphs and tables for regular reporting to program leads and external partners.
Export data from software systems and program tracking logs for agency reporting.
Assemble reports, papers and presentation materials as directed.
Collect data through phone and in-person interviews.
Record or transcribe data in accordance with project and funding source guidelines.
Perform literature reviews (locating, listing &/or abstracting articles).
Enter literature references into shared database (such as EndNote) Responsibilities: Data cleaning, formatting, and maintenance as needed.
Data visualization and analysis of program metrics.
Data Entry for the program(s) assigned.
Program reporting/billing/invoicing support.
Administrative duties as needed (Mailing and other assigned work) Establish and maintain systems for program accountability – reports track performance.
Attend and ensure follow up after all meetings and presentations – minutes, reports, action plans, assignments, and etc.
Monitors performance, responsibilities of field staff with respect to database management, metrics, and documents.
Reports all errors in systems, workflows, and both internal and external individuals.
Completes reporting (both internal and contractual requirements) with thorough knowledge and understanding of what is being reported.
Develops and maintains a current understanding of the Department’s Contractual Agreements.
Must have professional verbal and written skills, computer/software skills.
Assists with both internal and external customer service calls, emails, and requests.
Other Miscellaneous tasks assigned, as needed.
SQL Server database design, implementation, troubleshooting Develop, optimize, and maintain complex T-SQL queries, stored procedures, indexes, constraints; resolve performance issues, deadlocks, and contentions using traces, execution plans, and profiling.
Design, develop, test, and implement ETL/ELT processes using Talend for data extraction, transformation, and loading from diverse sources, including Salesforce CRM data.
Administer and optimize Talend environment, including job scheduling, dependencies, monitoring, automation, patches, upgrades, and performance tuning.
Integrate Salesforce data (e.g., via APIs, connectors) into SQL Server databases and data warehouses, ensuring data quality, synchronization, and real-time/ batch processing.
Collaborate face-to-face/with business stakeholders to analyze requirements, gather specifications, evaluate data sources/targets, and design solutions that improve business performance.
Lead ETL development activities, ensure code quality, provide feedback on performance.
Support enterprise data warehouse, data marts, and business intelligence initiatives; perform source data analysis and dimensional modeling.
Develop and automate processes using scripting.
Provide tier 2/3 support, evaluate production issues, recommend improvements, and participate in project planning following Agile methodologies.
Perform proactive performance optimization, and data synchronization across environments Mentor staff, recommend process enhancements, and contribute specialized knowledge across IT and business operations.
Document data integration processes, workflows, ETL designs, data mappings, technical specifications, and system configurations Manage version control, deployments Collaborate on testing (unit, integration, UAT Translated business requirements into actionable data specifications, documentation, and code solutions using Salesforce Object Manager and official documentation Reviewed Salesforce release notes, verified production deployments, and conducted feature testing across sandbox and production environments with detailed feedback submission Developed and maintained complex SOQL queries to support data team operations, reporting, and analytics needs Designed and built custom Salesforce reports to support data operations and Enhanced Care Management (ECM) programs Developed and deployed end-to-end solutions for processing health plan MIF data, enabling efficient insert, update, and reporting workflows for Lead and Case objects Performed large-scale data inserts, updates, and migrations using Salesforce Data Loader in both sandbox and production environments Extracted, analyzed, and transformed backend Salesforce data using Talend and SQL to produce accurate reports for compliance, billing, and operational needs Identified and resolved reporting discrepancies and data quality issues through root-cause analysis and targeted corrections Cleaned, standardized, and transformed referral data for mass uploads into Salesforce while enforcing validation rules and workflow requirements Created Salesforce-based error reports that enabled program teams to quickly identify and correct data entry issues Conducted data gap analyses against vendor reporting requirements and designed field transformations and new data structures to meet compliance and reporting standards Integrated offshore datasets with Salesforce records to address missing or incomplete data, improving accuracy for reporting and billing Reduced manual data entry and correction efforts by automating large-scale updates, inserts, and fixes via Salesforce Data Loader Maintained vendor zip code records in Salesforce to ensure accurate service area tracking, correct billing rates, and reliable historical reference Partners in Care Foundation is an equal opportunity employer.
We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.
It is our intent to maintain a work environment which is free of harassment, discrimination, or retaliation because of age, race (including hair texture and protective hairstyles, such as braids, locks, and twists), color, national origin, ancestry, religion, sex, sexual orientation, pregnancy (including childbirth, lactation/breastfeeding, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics, as well as those of family members), veteran status, uniformed service member status, gender, gender identity, gender expression, transgender status, arrest or conviction record, domestic violence victim status, credit history, unemployment status, caregiver status, sexual and reproductive health decisions, salary history or any other status protected by federal, state, or local laws.
All qualified applicants will receive consideration for employment and reasonable accommodations may be made to enable qualified individuals to perform the essential functions of the position.
Remote working/work at home options are available for this role.
Minimum of five years experience working in analytics with hospitals and health plans.
Advanced proficiency required with VBA, SQL, Salesforce, Excel and Access.
High-level skills using web applications and all browsers; ability to teach others how to use web-based database functions.
Demonstrated experience using Microsoft Office computer applications, including Word, Access, Outlook and SharePoint.
Advanced knowledge of Excel required.
Detail-oriented with strong follow-through and ability to work independently given standard guidelines and checklists.
Good writing and communication skills.
Able to draft grammatically correct and professional email messages.
Demonstrated experience in working successfully with minimal supervision.
Must have knowledge of medical and health care terminology.
Ability to complete HIPAA training and implement high-level protections on patient information and confidentiality.
Must work effectively independently and in a team setting.
Ability to relate well with internal and external customers.
Quality/Metrics: Gather and perform analysis on data from Salesforce, Loopback, Excel, and other databases as required.
Perform data cleaning as needed to ensure data are consistent and analyzable.
Create data reports, charts, graphs and tables for regular reporting to program leads and external partners.
Export data from software systems and program tracking logs for agency reporting.
Assemble reports, papers and presentation materials as directed.
Collect data through phone and in-person interviews.
Record or transcribe data in accordance with project and funding source guidelines.
Perform literature reviews (locating, listing &/or abstracting articles).
Enter literature references into shared database (such as EndNote) Responsibilities: Data cleaning, formatting, and maintenance as needed.
Data visualization and analysis of program metrics.
Data Entry for the program(s) assigned.
Program reporting/billing/invoicing support.
Administrative duties as needed (Mailing and other assigned work) Establish and maintain systems for program accountability – reports track performance.
Attend and ensure follow up after all meetings and presentations – minutes, reports, action plans, assignments, and etc.
Monitors performance, responsibilities of field staff with respect to database management, metrics, and documents.
Reports all errors in systems, workflows, and both internal and external individuals.
Completes reporting (both internal and contractual requirements) with thorough knowledge and understanding of what is being reported.
Develops and maintains a current understanding of the Department’s Contractual Agreements.
Must have professional verbal and written skills, computer/software skills.
Assists with both internal and external customer service calls, emails, and requests.
Other Miscellaneous tasks assigned, as needed.
SQL Server database design, implementation, troubleshooting Develop, optimize, and maintain complex T-SQL queries, stored procedures, indexes, constraints; resolve performance issues, deadlocks, and contentions using traces, execution plans, and profiling.
Design, develop, test, and implement ETL/ELT processes using Talend for data extraction, transformation, and loading from diverse sources, including Salesforce CRM data.
Administer and optimize Talend environment, including job scheduling, dependencies, monitoring, automation, patches, upgrades, and performance tuning.
Integrate Salesforce data (e.g., via APIs, connectors) into SQL Server databases and data warehouses, ensuring data quality, synchronization, and real-time/ batch processing.
Collaborate face-to-face/with business stakeholders to analyze requirements, gather specifications, evaluate data sources/targets, and design solutions that improve business performance.
Lead ETL development activities, ensure code quality, provide feedback on performance.
Support enterprise data warehouse, data marts, and business intelligence initiatives; perform source data analysis and dimensional modeling.
Develop and automate processes using scripting.
Provide tier 2/3 support, evaluate production issues, recommend improvements, and participate in project planning following Agile methodologies.
Perform proactive performance optimization, and data synchronization across environments Mentor staff, recommend process enhancements, and contribute specialized knowledge across IT and business operations.
Document data integration processes, workflows, ETL designs, data mappings, technical specifications, and system configurations Manage version control, deployments Collaborate on testing (unit, integration, UAT Translated business requirements into actionable data specifications, documentation, and code solutions using Salesforce Object Manager and official documentation Reviewed Salesforce release notes, verified production deployments, and conducted feature testing across sandbox and production environments with detailed feedback submission Developed and maintained complex SOQL queries to support data team operations, reporting, and analytics needs Designed and built custom Salesforce reports to support data operations and Enhanced Care Management (ECM) programs Developed and deployed end-to-end solutions for processing health plan MIF data, enabling efficient insert, update, and reporting workflows for Lead and Case objects Performed large-scale data inserts, updates, and migrations using Salesforce Data Loader in both sandbox and production environments Extracted, analyzed, and transformed backend Salesforce data using Talend and SQL to produce accurate reports for compliance, billing, and operational needs Identified and resolved reporting discrepancies and data quality issues through root-cause analysis and targeted corrections Cleaned, standardized, and transformed referral data for mass uploads into Salesforce while enforcing validation rules and workflow requirements Created Salesforce-based error reports that enabled program teams to quickly identify and correct data entry issues Conducted data gap analyses against vendor reporting requirements and designed field transformations and new data structures to meet compliance and reporting standards Integrated offshore datasets with Salesforce records to address missing or incomplete data, improving accuracy for reporting and billing Reduced manual data entry and correction efforts by automating large-scale updates, inserts, and fixes via Salesforce Data Loader Maintained vendor zip code records in Salesforce to ensure accurate service area tracking, correct billing rates, and reliable historical reference Partners in Care Foundation is an equal opportunity employer.
We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.
It is our intent to maintain a work environment which is free of harassment, discrimination, or retaliation because of age, race (including hair texture and protective hairstyles, such as braids, locks, and twists), color, national origin, ancestry, religion, sex, sexual orientation, pregnancy (including childbirth, lactation/breastfeeding, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics, as well as those of family members), veteran status, uniformed service member status, gender, gender identity, gender expression, transgender status, arrest or conviction record, domestic violence victim status, credit history, unemployment status, caregiver status, sexual and reproductive health decisions, salary history or any other status protected by federal, state, or local laws.
All qualified applicants will receive consideration for employment and reasonable accommodations may be made to enable qualified individuals to perform the essential functions of the position.
Remote working/work at home options are available for this role.
Not Specified
A
Sr Manager Customer Success (Hybrid)
✦ New
Salary not disclosed
Sr. Manager Customer Success
Remote working/work at home options are available for this role.
Chicago, IL (Hybrid)
The American Medical Association (AMA) is the nation's largest professional Association of physicians and a non-profit organization. We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.
At AMA, our mission to improve the health of the nation
starts with our people. We foster an inclusive, people-first culture where
every employee is empowered to perform at their best. Together, we advance
meaningful change in health care and the communities we serve.
We encourage and support professional development for our employees, and we are dedicated to social responsibility. We invite you to learn more about us and we look forward to getting to know you.
We have an opportunity at our corporate offices in Chicago for a Sr. Manager Customer Success on our Marketing and Membership Experience team. This is a hybrid position reporting into our Chicago, IL office, requiring 2 days a week in the office.
This role manages the post-sale customer experience for group
membership institutions using MMX educational product. Responsible for
maximizing enablement, retention and ROI, while positioning Customer Success as
a differentiating attribute of AMA's educational products and brand. This role
oversees a team of Customer Success Managers, builds scalable systems to drive
engagement and institutional growth, and partners across internal teams to
deliver best-in-class customer experiences.
RESPONSIBILITIES:
Customer Success Framework and Operations
- Develop and continuously refine the Customer Success Playbook, including onboarding arc, product user training materials, communication templates, and outcome-aligned product guidance.
- Align service models to account segments and growth opportunities to optimize customer engagement.
- Assign accounts to Customer Success Managers based on account segment, product scope, and resource capacity.
- Identify and implement opportunities to streamline, digitize, and automate customer engagement with MMX education products to create efficiencies and evolve customer interactions within the learning environment.
- Develop business cases to integrate or invest in technologies that support customer scale.
- Coordinate cross-functional collaboration to enhance the post-sale customer journey.
- Identify and monitor key ROI metrics internally and on behalf of subscribers.
Customer Engagement Oversight
- Establish and operationalize a system for gathering and applying customer feedback across the engagement lifecycle.
- Determine frequency, audience, distribution channel and approach for applying results and sharing findings with relevant stakeholders.
- Partner with the Content and Communication team to cultivate customer advocates and produce targeted engagement materials.
- Collaborate with Product Ops team to address usability issues, including login friction and system administration challenges.
- Facilitate advisory groups with key customers and stakeholders to inform product evolution and deepen engagement.
- Coach Customer Success Managers to proactively manage retention, analyze account risk, and execute data-driven retention plans.
Staff Development & Management
- Provide ongoing leadership, training and development, ongoing feedback, support and counsel. Develop individual performance goals and accountabilities.
- Analyze capacity and align resources to support team and individual goals.
- Recruit and train staff, developing strong expertise in product attributes, customer insights, and communication. Ensure team mastery of all core MMX education products.
May include other responsibilities as assigned
REQUIREMENTS:
- Analytical, goal-oriented, and creative with excellent communication skills (written and verbal) and ability to excel in a matrixed environment.
- Bachelor's degree in business, communications, healthcare administration or related field required, Master's degree preferred.
- 7+ years of account management and customer relationship experience with segmented customers across multiple products required.
- 3+ years of people management experience required.
- Previous experience managing customers in a healthcare-related context preferred.
- Proven critical thinking skills with ability to identify and address root causes of recurring issues. Success in facilitating strong customer relationships and resolving issues to retain customers and increase loyalty.
- Proven ability to organize and prioritize while managing multiple projects/programs simultaneously in fast paced environment.
- Strong external presence to communicate with customers and stakeholders.
- Familiarity with learning management systems, online education programs, and accreditation standards strongly preferred, particularly in a medical setting.
- Some travel is required.
This role is an exempt position, and the salary range for this position is $102,816- $136,017. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee's pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association's benefits offerings, please click here.
The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.
We are an equal opportunity employer, committed to diversity in our workforce. All qualified applicants will receive consideration for employment. As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant's race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.
THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION
Apply NowShare Save JobRemote working/work at home options are available for this role.
Not Specified
A
Digital Marketing Manager (Hybrid)
🏢 American Medical Association
Salary not disclosed
Digital Marketing Manager (Hybrid)
Chicago, IL (Hybrid)
The American Medical Association (AMA) is the nation's largest professional Association of physicians and a non-profit organization. We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.
At AMA, our mission to improve the health of the nation starts with our people. We foster an inclusive, people-first culture where every employee is empowered to perform at their best. Together, we advance meaningful change in health care and the communities we serve.
We encourage and support professional development for our employees, and we are dedicated to social responsibility. We invite you to learn more about us and we look forward to getting to know you.
We have an opportunity at our corporate offices in Chicago for a Digital Marketing Manager on our Education Center team. This is a hybrid position reporting into our Chicago, IL office, requiring 2 days a week in the office.
This position will develop, design, implement and optimize AMA Ed
Hub marketing plans and tactics to help achieve mission and business growth and
engagement objectives for AMA Ed Hub. Leverage analytics-driven insights to advance
plans in alignment with established business priorities and objectives. Increase
AMA Ed Hub personalization through segmentation, adherence to digital best
practices and utilization and optimization of email and platform automation. Collaborate
with cross-functional teams, including content, product, analytics and other
internal stakeholders, to develop personalized campaigns while enhancing campaign
performance, learners' engagement and audience growth.
RESPONSIBILITIES:
Manage and Implement Personalization Plans
- Develop and execute acquisition and retention marketing plans for AMA Ed Hub users, leveraging personalization as a key driver of increase audience relevance, conversion and retention.
- Develop data-driven audience segments to deliver personalized messaging across channels while building and maintaining automated nurture and retention flows to drive audience engagement.
- Work closely with analysts, editors, web developers, and others to ensure the accurate branding, editorial accuracy and technical integrity of all content in marketing efforts.
- Plan and manage the execution of personalized user journeys across website and email marketing channels through our Customer Data Platform and Customer Communications Management platform to achieve retention and engagement goals.
- Work with email team to plan and execute segmented email campaigns, drip and triggered ones, email testing plan to optimize results.
- Drive satisfaction and loyalty programs that turn one-time users into long-term advocates.
Design and Implement Digital Marketing Campaigns
- Build audience segments for targeted, personalized email campaigns and automated customer journeys.
- Integrate personalization tools and APIs (e.g., CDPs, CRM systems, or marketing automation platforms to deliver real-time experiences.
- Work with platform team to create scalable solutions to support the automation of personalization of user journeys across marketing channels
- Design and implement visually appealing, responsive, and user-friendly website interfaces using HTML, CSS, and JavaScript frameworks.
- Act as marketing liaison with selected internal and external education providers to ensure promotion of educational content to appropriate channels.
- Work with collaborators, vendors and subject matter experts to create high quality and impactful marketing assets to deploy across channels, including but not limited to online banner ads, ad hoc email, newsletters etc.
Analysis and Optimization
- Monitor and analyze performance using tools such as Google Analytics (GA), Google DataStudio, Tableau, identifying trends and actionable insights to improve campaign effectiveness.
- Use behavioral data, preferences, and triggers to create and optimize tailored customer experiences.
- Pull and synthesize data from multiple sources (including marketing automation platforms) to create comprehensive campaign performance reports for several stakeholders.
- Develop data-driven recommendations to optimize marketing channels (email, site, etc.) based on KPIs such as user engagement, conversions, CTR, and ROI.
- Conduct A/B testing and multivariate testing to identify and implement the most effective campaign components (e.g., messaging, creative, calls-to-action), and document results to inform future strategies.
Staff Management
- Lead, mentor, and provide management oversight for staff.
- Responsible for setting objectives, evaluating employee performance, and fostering a collaborative team environment.
- Responsible for developing staff knowledge and skills to support career development.
May include other responsibilities as assigned
REQUIREMENTS:
- Bachelor's Degree required; concentration in Marketing, Data Analysis, or other analytical related field preferred.
- 5+ years of experience with marketing automation platforms such as Marketo, Salesforce Marketing Cloud as well as ESP platforms, CMS and CRM systems are required.
- Demonstrated experience with HTML, CSS, and JavaScript required.
- Experience in people management preferred.
- Strong analytical skills and proficiency in analytics tools (e.g., Google Analytics, Adobe Analytics, Google Tag Manager, Tableau, Power BI).
- Strong technical and creative skills, especially with written communication.
- Exceptional attention to detail and possess the ability to manage multiple initiatives simultaneously to enable effective internal and external relationships.
- Ability to develop specific goals and plans to prioritize, organize, and accomplish work.
- Strong organizational and time management skills.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams.
The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.
This role is an exempt position, and the salary range for this position is $85,680-$113,526. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee's pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association's benefits offerings, please click here.
We are an equal opportunity employer, committed to diversity in our workforce. All qualified applicants will receive consideration for employment. As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant's race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.
THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION
Apply NowShare Save JobRemote working/work at home options are available for this role.
Not Specified
A
Customer Success Manager (Hybrid)
✦ New 🏢 American Medical Association
Salary not disclosed
Customer Success Manager
Chicago, IL (Hybrid)
The American Medical Association (AMA) is the nation's largest professional Association of physicians and a non-profit organization. We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.
At AMA, our mission to improve the health of the nation starts with our people. We foster an inclusive, people-first culture where every employee is empowered to perform at their best. Together, we advance meaningful change in health care and the communities we serve.
We encourage and support professional development for our employees, and we are dedicated to social responsibility. We invite you to learn more about us and we look forward to getting to know you.
We have an opportunity at our corporate offices in Chicago for a Customer Success Manager on our Marketing & Member Experience team. This is a hybrid position reporting into our Chicago, IL office, requiring 3 days a week in the office.
As a Customer Success Manager, you will be responsible for ensuring best-in-class customer experience and product usage for all group membership institutions. This role will be a point of customer contact and work closely with day-to-day program administrators to understand their needs, tailor solutions, execute product onboarding/training, and implement outreach programs to increase engagement KPIs. The AMA Customer Success Team represents AMA externally, creates and maintains a robust case study and testimonials library, and provides recommendations for optimizing products to drive group membership growth and increase customer/member engagement.
RESPONSIBILITIES:
Customer Onboarding- Maintain a comprehensive understanding of target audience needs, issues, and relationships to enhance
- existing programs.
- Work with sales and product team to guide customers through the onboarding process, ensuring they understand the product/service and its features and have clearly defined KPIs.
- Provide robust training and onboarding experience that leads to learner activation and engagement.
- Identify opportunities for upselling/cross-selling group membership curriculum, content, and membership benefits.
- Maintain a deep understanding of the company's products/services and stay updated on new features and enhancements.
- Continuously work to improve customer experience, build trust, transparency, and safeguard/increase customer retention.
- Establish and maintain customer relationships and provide high-level technical and product support. Address customer concerns, inquiries, and issues promptly and effectively.
- Collaborate with internal teams (e.g., support, sales, product) to ensure outreach programs and communication tactics are optimized and drive KPIs.
- Identify satisfied customers and secure/curate testimonials and/or case studies.
- Assist with recognition program to reward/amplify top customers/institutions.
- Research, monitor, report, and recognize customer performance.
- Ensure accurate and comprehensive data reporting through CX digital monitoring tools and product analytics.
- Produce regular reports on customer success metrics and key performance indicators.
- Utilize Salesforce to document customer interactions and maintain accurate customer data.
May include other responsibilities as assigned
REQUIREMENTS:
- Bachelor's degree in healthcare administration, business, communications, or related field required.
- Minimum of 5+ years account management and customer relationship management experience required.
- Previous experience in graduate medical education administration or related healthcare account/relationship management roles, preferred.
- Proven ability to organize and prioritize while managing multiple projects/programs simultaneously in fast paced environment.
- Analytical, goal-oriented, and creative individual with excellent communication skills (written and verbal) able to excel in a matrixed environment and strong client management skills.
- Experience developing and maintaining customer relationships as well as driving programs/products forward to successful completion and growth.
- Strong external presence to communicate with external stakeholders and customers.
- Familiarity with accreditation standards, particularly ACGME regulations and LCME standards, is a plus.
- Familiarity with learning management systems/online education programs
- Some travel required.
The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.
This role is an exempt position, and the salary range for this position is $87,394-$115,797. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee's pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association's benefits offerings, please click here.
We are an equal opportunity employer, committed to diversity in our workforce. All qualified applicants will receive consideration for employment. As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant's race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.
THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION
Apply NowShare Save JobRemote working/work at home options are available for this role.
Not Specified
D
Training Coordinator - Hybrid
🏢 DivIHN Integration Inc
Salary not disclosed
DivIHN (pronounced “divine”) is a CMMI ML3-certified Technology and Talent solutions firm.
Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations.
Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent.
Visit us at to learn more and view our open positions.
Please apply or call one of us to learn more For further inquiries regarding the following opportunity, please contact our Talent Specialist, Abdul at (224) 507-1295 Title: Training Coordinator
- Hybrid Duration: 12 Months Location: Charlotte, NC, Schedule: 3 days in office, 2 days remote Only W2 candidates are eligible for this position.
Third-party or C2C candidates will not be considered.
Description: Reports to: Manager, Customer Education Purpose of Position: The Global Marketing Customer Education and Programs Team is responsible for delivering best in class, industry-leading Marketing Programs and Customer Education.
These programs and trainings deliver product awareness, solutions, and services through both hands-on and virtual educational offerings extending Client's Customers and Program Members product preference and brand loyalty.
The Training Coordinator, Customer Education will be responsible for supporting Customer Education initiatives such as supporting program members, training/alliance partners, and other applicable customers in the In-Building, Data Center, and Carrier Markets.
This person will take direction from the Manager, Customer Education to develop the annual education plan for USCAN.
They will project lead the development of class content, marketing materials, and class scheduling to ensure that the education plan is aligned with business strategy and is successfully executed.
The Customer Education team has a global footprint, and this role will be expected to have a cross-regional approach to ensure trainings and content within is supported uniformly within each region.
We support each other collectively to assist in team development, cross training and execution of events is vital! Additionally, is the expectation for cross-functional team support for paid classes, hands-on seminars, and field-level events.
Experience in marketing, customer service, and event management is recommended.
Fiber optic knowledge and training experience is helpful.
Major Roles and Responsibilities Growth and maintenance for customer training program that promotes and supports global marketing initiatives across markets and solutions.
Collaborate with Channel Marketing, Regional Marketing, Sales Engineers, Product Line Managers, and Engineering Services to identify Customer Education needs and future opportunities with a specific market audience.
With the direction and strategy from the Manager, Customer Education, develop and project manage Training Events both live and virtual to support the overall In-Building Network (IBN), Data Center and Carrier (CN) Sales strategy.
Collaborate with subject matter expects in Systems Engineering, Field Engineering, Application Engineers, and Regional/Applications Marketing regarding content and instructional design and develop or source training content and curriculum.
Work with Engineering Services and Field Engineering to build and maintain product samples and equipment to support class curriculum.
Collaborate with Distribution Branch Managers and Sales Engineers nationwide to coordinate logistics for live education classes.
Build promotional campaigns through marketing tools such as social media, marketing automation software and traditional inbound and outbound campaigns to support promotion of customer education events.
Maintain certifications and customer/program education records and report on results from Customer Education program.
Work with event planning software (Cvent) to set up accurate event registration/promotion, registration and after event reporting.
Establish and build relationships with external suppliers as needed.
Operate within a specified customer education budget.
Be available to provide basic customer support for program members.
Help maintain and develop program databases and processes to continually improve the training program.
As a representative of Client Optical Communications, ensure that you convey the highest level of integrity in behavior and appearance and help to fulfill all customer expectations as a premier supplier.
Skill and Knowledge Requirements: Education Requirement: BS/BA Marketing, Communications, or equivalent degree Required Experience: 2 years in marketing, communications, event planning or related experience Experience with instruction or training coordination and/or delivery preferred Desire to work with and learn software and cloud applications Required Skills: Planning and organizing Strong interpersonal skills Data gathering and analysis Problem analysis and problem solving Attention to detail Resourcefulness Basic knowledge and understanding of fiber optic networks What type of software will be used? Presentation Software (PowerPoint/Presenter) Microsoft Office SharePoint Marketing Automation Software (Marketo) Webinar Delivery Systems (AdobeConnect and WebEx Event Center) Social Media Platforms (LinkedIn) Event Planning Software (Cvent) This position does not support immigration sponsorship.
About us: DivIHN, the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond.
The strategic characteristics of the organization are Standardization, Specialization, and Collaboration.
DivIHN is an equal opportunity employer.
DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.
Planning and Organizing, Problem Analysis and Problem Solving, Data Gathering and Analysis
Remote working/work at home options are available for this role.
Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations.
Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent.
Visit us at to learn more and view our open positions.
Please apply or call one of us to learn more For further inquiries regarding the following opportunity, please contact our Talent Specialist, Abdul at (224) 507-1295 Title: Training Coordinator
- Hybrid Duration: 12 Months Location: Charlotte, NC, Schedule: 3 days in office, 2 days remote Only W2 candidates are eligible for this position.
Third-party or C2C candidates will not be considered.
Description: Reports to: Manager, Customer Education Purpose of Position: The Global Marketing Customer Education and Programs Team is responsible for delivering best in class, industry-leading Marketing Programs and Customer Education.
These programs and trainings deliver product awareness, solutions, and services through both hands-on and virtual educational offerings extending Client's Customers and Program Members product preference and brand loyalty.
The Training Coordinator, Customer Education will be responsible for supporting Customer Education initiatives such as supporting program members, training/alliance partners, and other applicable customers in the In-Building, Data Center, and Carrier Markets.
This person will take direction from the Manager, Customer Education to develop the annual education plan for USCAN.
They will project lead the development of class content, marketing materials, and class scheduling to ensure that the education plan is aligned with business strategy and is successfully executed.
The Customer Education team has a global footprint, and this role will be expected to have a cross-regional approach to ensure trainings and content within is supported uniformly within each region.
We support each other collectively to assist in team development, cross training and execution of events is vital! Additionally, is the expectation for cross-functional team support for paid classes, hands-on seminars, and field-level events.
Experience in marketing, customer service, and event management is recommended.
Fiber optic knowledge and training experience is helpful.
Major Roles and Responsibilities Growth and maintenance for customer training program that promotes and supports global marketing initiatives across markets and solutions.
Collaborate with Channel Marketing, Regional Marketing, Sales Engineers, Product Line Managers, and Engineering Services to identify Customer Education needs and future opportunities with a specific market audience.
With the direction and strategy from the Manager, Customer Education, develop and project manage Training Events both live and virtual to support the overall In-Building Network (IBN), Data Center and Carrier (CN) Sales strategy.
Collaborate with subject matter expects in Systems Engineering, Field Engineering, Application Engineers, and Regional/Applications Marketing regarding content and instructional design and develop or source training content and curriculum.
Work with Engineering Services and Field Engineering to build and maintain product samples and equipment to support class curriculum.
Collaborate with Distribution Branch Managers and Sales Engineers nationwide to coordinate logistics for live education classes.
Build promotional campaigns through marketing tools such as social media, marketing automation software and traditional inbound and outbound campaigns to support promotion of customer education events.
Maintain certifications and customer/program education records and report on results from Customer Education program.
Work with event planning software (Cvent) to set up accurate event registration/promotion, registration and after event reporting.
Establish and build relationships with external suppliers as needed.
Operate within a specified customer education budget.
Be available to provide basic customer support for program members.
Help maintain and develop program databases and processes to continually improve the training program.
As a representative of Client Optical Communications, ensure that you convey the highest level of integrity in behavior and appearance and help to fulfill all customer expectations as a premier supplier.
Skill and Knowledge Requirements: Education Requirement: BS/BA Marketing, Communications, or equivalent degree Required Experience: 2 years in marketing, communications, event planning or related experience Experience with instruction or training coordination and/or delivery preferred Desire to work with and learn software and cloud applications Required Skills: Planning and organizing Strong interpersonal skills Data gathering and analysis Problem analysis and problem solving Attention to detail Resourcefulness Basic knowledge and understanding of fiber optic networks What type of software will be used? Presentation Software (PowerPoint/Presenter) Microsoft Office SharePoint Marketing Automation Software (Marketo) Webinar Delivery Systems (AdobeConnect and WebEx Event Center) Social Media Platforms (LinkedIn) Event Planning Software (Cvent) This position does not support immigration sponsorship.
About us: DivIHN, the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond.
The strategic characteristics of the organization are Standardization, Specialization, and Collaboration.
DivIHN is an equal opportunity employer.
DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.
Planning and Organizing, Problem Analysis and Problem Solving, Data Gathering and Analysis
Remote working/work at home options are available for this role.
internship
P
Registered Nurse Clinical Review-Hybrid-Los Angeles, California
🏢 Partners in Care Foundation In
Salary not disclosed
The Clinical Consultant – RN provides clinical leadership, consultation, and oversight across care management programs.
This role supports interdisciplinary care teams serving individuals with complex medical, behavioral health, and social needs, including people experiencing homelessness, serious mental illness, substance use disorders, chronic disease, and socioeconomic instability.
The Clinical Consultant – RN partners with Care Managers, Behavioral Health clinicians, Primary Care Providers, hospitals, Managed Care Plans, and community-based organizations to ensure high-quality, whole-person, and evidence-based care.
This position plays a critical role in care planning, clinical decision-making, transitions of care, medication management, quality improvement, and staff development while addressing social determinants of health and system barriers to care.
Essential Duties and Responsibilities Clinical Oversight & Consultation Provide clinical support and consultation to Care Managers, and interdisciplinary care teams across care management programs.
Serve as a clinical resource for chronic disease management, medication monitoring, and complex case review.
Guide staff in ensuring member safety and provide immediate consultation and escalation support for high-risk clinical situations.
Ensure clinical services align with evidence-based practices, regulatory standards, and program contracts, including requirements with Managed Care Plans (MCPs).
Care Planning & Coordination Provide clinical oversight and tracking of comprehensive intake assessments.
Participate in the development, review, and approval of patient-centered care plans, including initial plans and required updates.
Monitor progress toward care plan goals and recommend adjustments based on clinical findings and data.
Collaborate with Primary Care Providers, Behavioral Health clinicians, specialists, ACOs, MCOs, hospitals, and community partners to ensure services outlined in care plans are delivered.
Coordinate hospital admissions, discharges, and transitions of care to promote continuity, safety, and prevent avoidable readmissions.
Perform timely medication reconciliation following transitions of care and support medication adherence.
Data, Quality Improvement & Compliance Use data to evaluate outcomes of targeted interventions and assist in modifying care plans and care strategies accordingly.
Participate in quality improvement initiatives, audits, peer reviews, and program evaluations conducted by internal leadership, health plans, or external administrators.
Monitor continuous quality improvement measures through documentation review, clinical consultation, and chart audits.
Oversee charting and documentation standards to ensure compliance with contracts, program requirements, and organizational policies.
Documentation & Systems Complete and review care plans, assessments, and case notes using required systems (e.g., Salesforce, EHRs, or health plan platforms).
Maintain accurate, timely, and compliant documentation using SMART format where applicable.
Ensure confidentiality and compliance with HIPAA and all applicable federal and state regulations.
Staff Development & Team Collaboration Provide staff development training, coaching, and clinical guidance for care management staff.
Participate in weekly, bi-weekly, and monthly interdisciplinary care team meetings to review client progress, evaluate program effectiveness, and develop strategies to enhance care delivery.
Present cases and clinical insights during scheduled case conferences.
Attend required trainings, webinars, meetings, and conferences to maintain clinical excellence and program knowledge.
Support and expand programming that addresses social determinants of health and strengthens connections to community-based organizations.
Promote monthly health promotion topics and materials aligned with program priorities.
Expectations & Professional Standards Prioritize client health, safety, dignity, and self-determination.
Communicate with professionalism, tact, and cultural humility.
Demonstrate the ability to work under pressure and manage multiple complex priorities.
Maintain strict confidentiality and ethical standards.
Adapt effectively to change and support continuous improvement.
Model openness, honesty, accountability, and teamwork.
Demonstrate sensitivity to cultural, linguistic, and socioeconomic diversity.
Adhere to organizational safety policies, compliance standards, and guiding principles.
Required Qualifications Active and unrestricted Registered Nurse (RN) license in the State of California, in good standing.
Experience working with vulnerable populations, including individuals with histories of trauma, homelessness, substance use disorders, serious mental illness, or socioeconomic stress.
Strong clinical assessment, critical thinking, and problem-solving skills.
Comfort working autonomously in community-based and outreach settings.
Experience using data to track outcomes and measure performance.
Basic computer proficiency, including email, spreadsheets, and electronic documentation.
Valid California Driver’s License and proof of auto liability insurance meeting state of California minimum requirements.
Knowledge and applied practice of HIPAA compliance and healthcare regulations.
Preferred Qualifications Bilingual in English and Spanish.
Partners in Care Foundation is an equal opportunity employer.
We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.
It is our intent to maintain a work environment which is free of harassment, discrimination, or retaliation because of age, race (including hair texture and protective hairstyles, such as braids, locks, and twists), color, national origin, ancestry, religion, sex, sexual orientation, pregnancy (including childbirth, lactation/breastfeeding, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics, as well as those of family members), veteran status, uniformed service member status, gender, gender identity, gender expression, transgender status, arrest or conviction record, domestic violence victim status, credit history, unemployment status, caregiver status, sexual and reproductive health decisions, salary history or any other status protected by federal, state, or local laws.
All qualified applicants will receive consideration for employment and reasonable accommodations may be made to enable qualified individuals to perform the essential functions of the position.
Remote working/work at home options are available for this role.
This role supports interdisciplinary care teams serving individuals with complex medical, behavioral health, and social needs, including people experiencing homelessness, serious mental illness, substance use disorders, chronic disease, and socioeconomic instability.
The Clinical Consultant – RN partners with Care Managers, Behavioral Health clinicians, Primary Care Providers, hospitals, Managed Care Plans, and community-based organizations to ensure high-quality, whole-person, and evidence-based care.
This position plays a critical role in care planning, clinical decision-making, transitions of care, medication management, quality improvement, and staff development while addressing social determinants of health and system barriers to care.
Essential Duties and Responsibilities Clinical Oversight & Consultation Provide clinical support and consultation to Care Managers, and interdisciplinary care teams across care management programs.
Serve as a clinical resource for chronic disease management, medication monitoring, and complex case review.
Guide staff in ensuring member safety and provide immediate consultation and escalation support for high-risk clinical situations.
Ensure clinical services align with evidence-based practices, regulatory standards, and program contracts, including requirements with Managed Care Plans (MCPs).
Care Planning & Coordination Provide clinical oversight and tracking of comprehensive intake assessments.
Participate in the development, review, and approval of patient-centered care plans, including initial plans and required updates.
Monitor progress toward care plan goals and recommend adjustments based on clinical findings and data.
Collaborate with Primary Care Providers, Behavioral Health clinicians, specialists, ACOs, MCOs, hospitals, and community partners to ensure services outlined in care plans are delivered.
Coordinate hospital admissions, discharges, and transitions of care to promote continuity, safety, and prevent avoidable readmissions.
Perform timely medication reconciliation following transitions of care and support medication adherence.
Data, Quality Improvement & Compliance Use data to evaluate outcomes of targeted interventions and assist in modifying care plans and care strategies accordingly.
Participate in quality improvement initiatives, audits, peer reviews, and program evaluations conducted by internal leadership, health plans, or external administrators.
Monitor continuous quality improvement measures through documentation review, clinical consultation, and chart audits.
Oversee charting and documentation standards to ensure compliance with contracts, program requirements, and organizational policies.
Documentation & Systems Complete and review care plans, assessments, and case notes using required systems (e.g., Salesforce, EHRs, or health plan platforms).
Maintain accurate, timely, and compliant documentation using SMART format where applicable.
Ensure confidentiality and compliance with HIPAA and all applicable federal and state regulations.
Staff Development & Team Collaboration Provide staff development training, coaching, and clinical guidance for care management staff.
Participate in weekly, bi-weekly, and monthly interdisciplinary care team meetings to review client progress, evaluate program effectiveness, and develop strategies to enhance care delivery.
Present cases and clinical insights during scheduled case conferences.
Attend required trainings, webinars, meetings, and conferences to maintain clinical excellence and program knowledge.
Support and expand programming that addresses social determinants of health and strengthens connections to community-based organizations.
Promote monthly health promotion topics and materials aligned with program priorities.
Expectations & Professional Standards Prioritize client health, safety, dignity, and self-determination.
Communicate with professionalism, tact, and cultural humility.
Demonstrate the ability to work under pressure and manage multiple complex priorities.
Maintain strict confidentiality and ethical standards.
Adapt effectively to change and support continuous improvement.
Model openness, honesty, accountability, and teamwork.
Demonstrate sensitivity to cultural, linguistic, and socioeconomic diversity.
Adhere to organizational safety policies, compliance standards, and guiding principles.
Required Qualifications Active and unrestricted Registered Nurse (RN) license in the State of California, in good standing.
Experience working with vulnerable populations, including individuals with histories of trauma, homelessness, substance use disorders, serious mental illness, or socioeconomic stress.
Strong clinical assessment, critical thinking, and problem-solving skills.
Comfort working autonomously in community-based and outreach settings.
Experience using data to track outcomes and measure performance.
Basic computer proficiency, including email, spreadsheets, and electronic documentation.
Valid California Driver’s License and proof of auto liability insurance meeting state of California minimum requirements.
Knowledge and applied practice of HIPAA compliance and healthcare regulations.
Preferred Qualifications Bilingual in English and Spanish.
Partners in Care Foundation is an equal opportunity employer.
We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.
It is our intent to maintain a work environment which is free of harassment, discrimination, or retaliation because of age, race (including hair texture and protective hairstyles, such as braids, locks, and twists), color, national origin, ancestry, religion, sex, sexual orientation, pregnancy (including childbirth, lactation/breastfeeding, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics, as well as those of family members), veteran status, uniformed service member status, gender, gender identity, gender expression, transgender status, arrest or conviction record, domestic violence victim status, credit history, unemployment status, caregiver status, sexual and reproductive health decisions, salary history or any other status protected by federal, state, or local laws.
All qualified applicants will receive consideration for employment and reasonable accommodations may be made to enable qualified individuals to perform the essential functions of the position.
Remote working/work at home options are available for this role.
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