Strata Explained Jobs in Usa

2,395 positions found — Page 10

Front Desk Associate
✦ New
Salary not disclosed
Worcester, MA 1 day ago
Part Time Front Desk Associate

Are you someone who loves connecting with people, thrives in a beautiful environment, and has a passion for aesthetics? We are looking for a part time front desk associate to join the team at Fechner Plastic Surgery in Worcester. Dr. Frank Fechner is a leading specialist in facial plastic surgery and has garnered a stellar reputation in his field.

Duties/Responsibilities:

We are looking for an experienced, high-energy, patient focused individual that provides a truly unique and exceptional patient experience. As the first person our patients interact with either on the phone or in person, your energy and presence will be warm and welcoming. This person must have experience in high-end customer/patient service, possess strong communication skills, thrive when handling multiple tasks, and be willing to learn. Our office operates in a service oriented atmosphere where the entire team is dedicated to working together in the common goal of patient satisfaction. To excel in this role you will be attentive, patient, have emotional intelligence, attention to detail, and look at every interaction with the team and patients as an opportunity to make someone's day a little bit better.

Responsibilities:

  • Receive incoming phone calls and triage calls to the appropriate team members.
  • Scheduling existing patient appointments.
  • Become an expert in our practice software for incoming communications and scheduling appointments.
  • Greet patients for their in-person appointments, check-in/check-out.
  • Complete super-bills for non-surgical services rendered, explain fees and take payments for service as well as assist in end-of-day payment reconciliations.
  • Schedule follow-up appointments and provide reminders through email, text, or call.
  • Ensure our waiting room is tidy, welcoming and comfortable for our patients.
  • Provide and explain any special instructions to patients upon leaving their appointments.
  • Assist in general office duties and other duties as required.
Qualifications

Required:

  • High school diploma or GED at minimum; college degree encouraged
  • Excellent communication skills
  • Exceptional customer service skills
  • Some office and/or retail experience

Preferred:

  • Clinical knowledge of aesthetic and/or medical terminology
  • Basic computer systems such as Microsoft and Google suites, as well as software programs for scheduling and organizing documents
Not Specified
Lead Tech / Crew Chief
✦ New
🏢 IICRC
Salary not disclosed
Valencia, CA 1 day ago
Disaster Restoration Supervisor

Monitors and inspects tasks for restoration jobs to ensure completion of drying, demolition and various restoration activities. Prepares and reviews documentation to include notes, photos and documents according to company policies and procedures. Explains processes used to complete active jobs and next steps to resolution in person to customers. Supervises technician(s) assigned to the job ensuring safety and operational standards are being followed and met during active jobs.

Job Responsibilities

  • Knowledge of disaster restoration industry
  • Retrieves work orders, ensures appropriate equipment and supplies are loaded on truck needed for job, arrives to work site
  • Completes assigned jobs according to company processes and carrier standards, maintains quality control, manages technician(s) assigned to job
  • Performs daily monitoring and required activities on all active jobs to residential and/or commercial customers with a sense of urgency
  • Explains processes used to complete active jobs and next steps to resolution in person to customers using printed materials as a guide
  • Interfaces with adjusters in person, over the phone, and virtually to resolve issues and answer questions about the loss
  • Completes sketch and scope sheet for estimate, complete drying records using mobile software
  • Inspects jobs after completion and obtains customer signatures for approval purposes, and requests payments when necessary
  • Resolves issues with customers communicates customer issues, daily job activities with key company staff
  • Prepares and or reviews documentation to include notes, photos and have documents signed by customer according to company policies using software to ensure reimbursement from insurance companies
  • May train new technicians or key operational team members
  • Ensure safety standards are being followed during all active jobs
  • Valid Drivers' License and satisfactory driving record
  • Strong verbal and written and communication skills
  • Strong problem solving and customer service skills
  • Must be able to prioritize activities and meet deadlines
  • Experience with entering data using a tablet or mobile phone
  • Report to work on time in a clean, complete uniform
  • Read and follow product label usage instructions

Job Requirements

  • High school graduate or equivalent
  • Valid driver's license and satisfactory driving record
  • Good verbal and written and communication skills
  • Role models customer service expectations with home owners, adjusters, vendors etc.
  • Knowledge of disaster restoration or construction industry
  • Proficient with using mobile software to enter data
  • Experience with using Xactimate is preferred but not required
  • Must be able to prioritize activities and meet deadlines
  • Experience in training and managing others
  • Strong problem-solving skills
  • Communicates customer issues, job activities with key company staff
  • Certifications are preferred, but not required:
    • ASD Applied Structural Drying Technician
    • FSRT Fire & Smoke Restoration Technician
    • OCT Odor Control Technician
    • WRT Water Damage Restoration Technician

Physical Demands and Working Conditions

  • Incumbent must be prepared to:
    • Move up to 70 pounds often, by lifting, carrying, pushing, pulling, or otherwise repositioning objects.
    • Stand and walk for extended periods of time. Lifting, squatting, crawling and crouching is required.
    • Express or exchange ideas with others and receive and act on detailed information given.
    • For safety reasons, respirators, which are used in certain situations, must be able to seal to your face.
    • Be exposed to various inside and outside working conditions: The change of environment such as with or without air conditioning and heating.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. The Company reserves the right to modify this description in the future, with or without notice to the employee. This Job Description does not create an employment contract, implied or otherwise, and employment with the Company remains at will. These responsibilities are subject to possible modification to reasonably accommodate individuals with disabilities.

Not Specified
KIDS SALES ASSOCIATE
✦ New
Salary not disclosed
Columbia, SC 1 day ago
Sales Associate For Kids Furniture Showroom

Anyone who has experience working directly with customers can be successful selling KIDS furniture at Rooms To Go, including servers, bartenders, retail salespeople, real estate professionals, flight attendants and anyone else in a service role.

We provide our associates with the tools they need to be successful, including the best advertising, financing, and delivery service in the industry.

We are actively recruiting for a Sales Associate for our KIDS furniture showroom.

This Role Offers:

  • Top tier paid training
  • Industry leading benefits package is available to you - including medical/dental/eye/401K employee discount and more
  • Uncapped monthly commissions/Unlimited earnings potential
  • Cutting edge sales tools, devices and software
  • The best advertising, financing, and delivery service in the industry

What We Are Looking For:

  • Team player, driven and motivated to succeed
  • Great listener with a positive attitude and an outgoing personality
  • 2+ years of retail sales experience preferred, but not required (will train the right candidate)
  • Strong verbal and written communication skills
  • Able to use current electronic devices, such as tablets and touch screens
  • Ability and willingness to work a flexible retail schedule is required, which includes days, evenings, weekends, and holidays

As a full time Retail Sales Associate, your primary responsibilities are:

  • Greet and engage customers
  • Uncover customer's home furnishing needs to help them make their design vision become a reality
  • Generate sales through a consultative approach
  • Build rapport with customers, through strong interpersonal skills and excellent listening skills. Earning their business through honest conversation filled with integrity
  • Encourage additional products to complete the room
  • Work as a team to achieve sales goals
  • Explain financing and protection plans
  • Demonstrate our product value and explain benefits that fulfill the customer's needs

Pay averages around $50,000 - $70,000 / year based on amount of commission earned through sales productivity.

Check out the opportunities at any of our 250 nationwide locations and make your next career move as a Retail Sales Associate with Americas largest furniture retailer!

Rooms To Go is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws.

Applicants must be authorized to work in the U.S.

Not Specified
Sales Professional
✦ New
🏢 Rooms To Go
Salary not disclosed
Charlotte, NC 1 day ago

Anyone who has experience working directly with customers can be successful selling furniture at Rooms To Go, including servers, bartenders, retail salespeople, real estate professionals, flight attendants and anyone else in a service role.

We provide our associates all the tools they need to be successful, including the best advertising, financing, and delivery service in the industry.

In 2020, average annual earnings for sales associates nationwide was over $70,000 with top performers exceeding $100,000! Our team members continue to experience high rewards for strong performance!

This Role Offers:

* Top tier paid training

* Industry leading Benefits package is available to you - including Medical/Dental/Eye/401K/employee discount and more

* Uncapped monthly commissions/Unlimited earnings potential

* Cutting edge sales tools, devices and software

* The best advertising, financing, and delivery service in the industry

What we are looking for:

* Team player, driven and motivated to succeed

* Great listener with a positive attitude and an outgoing personality

* 2+ years of retail or clearance sales experience preferred, but not required (will train the right candidate)

* Strong verbal and written communication skills

* Able to use current electronic devices, such as tablets and touch screens

* Ability and willingness to work a flexible retail schedule is required; which includes days, evenings, weekends, and holidays

As a full time Sales Associate, your primary responsibilities are:

* Greet and engage customers

* Uncover customer's home furnishing needs to help them make their design vision become a reality

* Generate sales through a consultative approach

* Build rapport with customers, thru strong interpersonal skills and excellent listening skills. Earning their business through honest conversation filled with integrity

* Encourage additional products to complete the room

* Work as a team to achieve sales goals

* Explain financing and protection plans

* Demonstrate our product value and explain benefits that fulfill the customer's needs

Check out the opportunities at any of our 200 nationwide locations and make your next career move as a Retail Sales Associate with Americas largest furniture retailer!

Rooms To Go is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws.

Applicants must be authorized to work in the U.S.

Pay averages around $7 / year based on amount of commission and position location.

Not Specified
Automotive Technician B
✦ New
Salary not disclosed
Montgomery, AL 1 day ago
Technician Position Summary

A Technician must professionally inspect, diagnose and repair tire and automotive services, while delivering an excellent customer experience. They must explain technical diagnoses and needed repairs to co-workers and customers. A Technician is expected to continuously learn new technical information and techniques in order to stay updated with rapidly changing automotive technology and perform work in accordance with specifications. A successful Technician will also train and mentor co-workers as well as maintain clean and safe work areas.

Duties & Responsibilities

Diagnose and repair to specifications -- brake and hydraulic, exhaust, basic electrical, cooling system, suspension and alignment, perform all maintenance services.

Perform job duties of all lower job descriptions (Mechanic and General Service Technician).

Adequately explain technical diagnoses and needed repairs to non-mechanical individuals which may include employees and customers on an as-required basis.

Continuously learn new technical information and techniques in formal training sessions in order to stay abreast with rapidly changing automotive technology.

Assist fellow technicians/mechanics in performing technical activities.

Keep store management aware of mechanical repair problems as they occur.

Maintain an organized and neat shop.

Adhere to all company policies, procedures, safety and environmental rules.

Knowledge, Skills, and Abilities

We expect you to help set the pace and tone while helping to develop the team around you. Collaboration and a team first mentality are a must if you are looking for success in this role. In addition, we require review the following to measure your fit for this role:

  • A High School Diploma or GED
  • At least 1 year of strong automotive mechanical diagnosis, problem-solving and repair experience.
  • 2 or more ASE certifications are PREFERRED for this position (A4 Steering and Suspension & A5 Brakes)
  • Section 609 certification PREFERRED
  • State Inspection license if applicable
  • High level of motivation, energy and a customer-focused attitude.
  • Must have a valid driver's license
  • Successful completion of pre-employment background check
  • Availability to work days, nights, holidays, and weekends as needed
Physical Demands/Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Physical Demands
  • Must be able to frequently lift, carry, and place merchandise and supplies up to 50 pounds without assistance.
  • Frequent standing and walking for long periods of time.
  • Frequent reaching overhead and below the knees, including squatting, bending, stooping, kneeling, twisting.
  • Communicate effectively in person, by telephone, or by using telecommunications equipment.
  • Enters and locates information on computer.
  • Presents information to small and large groups.
  • Visually verifies information, often in small print.
  • Safely operates a motor vehicle.
Benefits
  • Medical, dental, and vision benefits
  • Life insurance
  • Short Term Disability
  • Supplemental benefits
  • 401(k) with company match
  • PTO and holiday pay
  • On-demand pay partner (DailyPay)
  • Reduced benefits available for part-time team members
Pay Range
  • $21.00 to $35.00 flat rate based on experience
  • Up to 28 labor hours guaranteed per week
  • Company funded ASE certifications

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Not Specified
Engagement Lead
✦ New
Salary not disclosed
New york city, NY 1 day ago
We're looking for a strategic, client-focused Engagement Lead to drive adoption and usage of the Vise platform within our most important client relationships. This person will serve as the face of Vise for advisors, responsible for maximizing engagement post-sale, uncovering growth opportunities, and acting as the internal voice of the client. You'll sit at the intersection of sales, service, product, and enterprise success-owning the full lifecycle from onboarding through upsell.
This is a high-impact, high-visibility role suited for someone who thrives in fast-paced environments, brings a consultative mindset, and is eager to take ownership.
What you will own:
  • Upsell and Expand: Identify and act on opportunities to grow platform usage and adoption within each account (e.g., new advisor teams, new features, deeper integrations).
  • Drive Adoption: Lead advisor engagement post-sale by training teams, driving daily usage, and embedding Vise into the firm's operating rhythm. Success means AUM managed on Vise grows consistently.
  • Own Relationships: Be the primary point of contact for named enterprise accounts-building trust, anticipating needs, and making sure advisors and home office stakeholders are set up for long-term success.
  • Be the Client Voice: Capture advisor feedback and surface insights internally to influence product development, roadmap priorities, and client experience improvements.
  • Orchestrate Onboarding: Partner with implementation, product, and service teams to seamlessly onboard new firms and teams-ensuring a smooth transition and successful launch.
  • Collaborate Cross-Functionally: Liaise with sales, investments, product, and marketing to align efforts and execute on account growth strategies.
  • Support Strategic Projects: Join demos, prep executive updates, and help shape the enterprise success playbook as we scale.
What you bring on day one:
  • 3+ years of experience in account management, relationship management, or client success in a B2B SaaS, fintech, or wealth management environment
  • Experience working with or selling to financial advisors, broker-dealers, or enterprise RIAs
  • Knowledge of investment products and strategies commonly used by financial advisors
  • Proven track record of driving adoption, increasing product usage, and growing client relationships
  • A sales-forward, consultative mindset with the ability to identify upsell opportunities and close them in partnership with sales
  • Comfort managing enterprise clients with complex organizational structures and high expectations
  • Strong communication and relationship-building skills-both with advisors and internal stakeholders
  • Highly organized and proactive, with the ability to juggle multiple priorities and keep momentum across accounts
  • Strong understanding of investment platforms, TAMPs, custodians (e.g., Schwab, Fidelity, Pershing), and the advisor tech stack is a plus
  • Experience with Salesforce and comfort analyzing account data to inform strategy

Why join Vise:
  • Opportunity to make a significant impact at a hyper-growth fintech start-up
  • Competitive salary and equity
  • Unlimited PTO and great benefits, including $1 medical insurance
  • 401k plan with generous matching and self-directed brokerage account option
  • Access to investment management and free financial advice from one of our partner RIA firms
  • Paid lunches at our NYC office
  • Career growth and development opportunities

Through the internal and market data Vise has collected, we expect the salary range for this position to be $140,000 - $160,000 per year, plus commission and a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits.
About Vise
Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.
Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client's unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.
Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers' needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.
Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.
Not Specified
Team Member
✦ New
Salary not disclosed
Yucaipa, CA 8 hours ago
Team Member

Job Category: Operations

Part-Time

On-site

Location: Yucaipa, CA 92399, USA

Description

Essential Duties and Responsibilities:

  • Greets customers as they enter the location.
  • Maintains awareness of services provided by Quick Quack Car Wash.
  • Explains services provided by Quick Quack Car Wash to customers.
  • Assists customers with questions or price discrepancies.
  • Ensures accurate transactions by balancing cash register at the beginning and end of shift, and sales at the end of shift.
  • Assists customers in locating various products, resolving complaints, or providing information; directs customers to other departments as necessary.
  • Holds advertising signs and performs other marketing related functions.
  • Properly uses sales membership pitch when interacting with new customers.
  • Sells additional services and vending items by recognizing opportunities and benefits to the customer.
  • Accurately and efficiently completes sales transactions and maintains proper cash accountabilities at POS registers.
  • Stocks and maintains merchandise in vending cart.
  • Maintains housekeeping and maintenance responsibilities (driveways, restrooms, and car wash).
  • Explains car wash entry procedure to customers and follows exact car loading and \"prepping\" procedures, ensuring employee and/or customer safety is not jeopardized.
  • Performs other duties as assigned.

Qualifications and Requirements:

  • Excellent customer service skills.
  • Must be able to smile and maintain a clean appearance as per the dress and grooming standards.
  • Strong verbal communication skills.
  • Must be able to read, count, and write accurately.
  • Must be able to work various hours, weekends, and holidays.
  • Ability to perform repetitive movements over long periods of time.
  • High school diploma or equivalent preferred.
  • Prolonged periods standing and working on cash register or related equipment.
  • Must be able to lift up to 15 pounds at times.

Work Environment and Physical Demands: Person will work outside in a loud environment due to car wash equipment. The person will be in constant motion and will have physical activities, such as lifting (0-50 lbs.), bending, reaching and stooping

Eligibility for this role at Quick Quack Car Wash requires a clean driving record, meaning that you may not have any major moving violations or serious preventable accidents within the last 3-5 years. Must have a current Driver's License (not suspended or expired).

Quick Quack Car Wash is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Quick Quack Car Wash participates in E-Verify and will provide the federal government with your form I-9 information to confirm that you are authorized to work in the U.S.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.

Not Specified
Digital Ambassador
✦ New
Salary not disclosed
Smithfield, UT 8 hours ago
Digital Ambassador Position

This job posting is for a position in a restaurant owned and operated by an independent franchisee and not McDonald's USA. This franchisee owns a license to use McDonald's logos and food products, for example, when running the restaurant. However, this franchisee is a separate company and a separate employer from McDonald's USA. If you are hired for the job described in this posting, the franchisee will be your employer, not McDonald's USA. Only the franchisee is responsible for employment matters at the restaurant, including hiring, firing, discipline, supervision, staffing, and scheduling employees. McDonald's USA has no control over employment matters at the restaurant. McDonald's USA will not receive a copy of your employment application and it will have no involvement in any employment decisions, including whether you receive an interview for the job or whether you are hired.

We are looking for digital ambassadors to help grow the McDonald's digital business. Seeking friendly, energetic, and enthusiastic individuals who will be the subject matter expert for the McDonald's digital app for our customers and staff. Digital is not only the future but the now. Our customers have evolved and digital is one of our brands main focuses to be able to digitally build our business.

This person should understand the importance of our digital ambition and the significance and impact of growing our business. The digital ambassador should exemplify and bring excitement to the restaurant when it comes to digital efforts and promotions. They will assist customers with downloading and navigating our McDonald's app. They will ensure the crew are properly trained on all digital platforms, including My McDonald's Rewards and Mobile Order Ahead. Qualities should include dynamic and outgoing personality. Must have a positive attitude, put the guest first, be proficient with technology and willing to have an open availability.

Responsibilities include but are not limited to:

  • Interacting, connecting and educating our guests at McDonald's restaurants about the McDonalds's Mobile App.
  • Elevate the guest experience with linked payment and fast service
  • Promote the mobile app and support with downloads
  • Train internal customers on digital execution as well as table service
  • Ensure the lobby remains welcoming for our guests and assist at kiosk
  • Should be outgoing and persuasive, while demonstrating top-notch customer service, and hospitality
  • Have a thorough knowledge of how to navigate the app, be able to utilize all the functions and be able to explain the benefits
  • Demonstrate how to download the McDonald's mobile app and place a mobile order from start to finish and explain the My McDonald's Reward feature and linked payment.
  • The ambassadors should be natural and let their genuine personality shine
  • Be willing to work outside and wear all appropriate safety gear as we have outdoor events at restaurants and in the community

Required materials include:

  • Reflector Vest
  • Apron
  • Clean & presentable uniform
Not Specified
Solar Appointment Setter
✦ New
Salary not disclosed
Tavares, FL 8 hours ago
Solar Appointment Setter

KR SOLAR POWERED BY LOTUS is currently seeking a motivated and enthusiastic Solar Appointment Setter to join our team. As a Solar Appointment Setter, you will play a crucial role in generating leads and setting up appointments for our solar sales consultants. You will be responsible for making outbound calls to potential customers, explaining the benefits of solar energy, and scheduling appointments for our sales team.

At KR SOLAR, we are dedicated to providing environmentally friendly energy solutions and helping homeowners save money while reducing their carbon footprint. We value teamwork, innovation, and customer satisfaction. Join us to be part of a company that is making a positive impact on the environment and society.

Responsibilities
  • Meet with potential customers to generate interest in solar energy
  • Explain the benefits of solar energy and schedule appointments for our sales consultants
  • Maintain accurate and up-to-date records of customer interactions and appointments
  • Follow up with potential customers to ensure their needs are met and appointments are confirmed
  • Collaborate with the sales team to optimize lead generation strategies
  • Stay up-to-date with industry trends, competitor activities, and solar market developments
Not Specified
Legal Support Specialist
✦ New
Salary not disclosed
Elmwood Park, NJ 8 hours ago

Why This Role Matters

Estate planning is something many people delay because it feels complicated or intimidating. At Client, we are changing that by making the process simple and accessible.

As part of our Customer Support and Legal Support team, you will play an important role in helping customers understand the estate planning process and navigate our platform with confidence.

Many of our users rely on our support team to guide them through the process and ensure their estate planning documents are completed correctly.

You won’t just be answering questions — you’ll be helping families protect their future.

Position Overview

We are seeking a Customer Support Specialist with an interest or background in law to help customers navigate the client platform and assist with questions related to estate planning documents and the document creation process.

This role is ideal for paralegals, legal assistants, legal studies graduates, or candidates with customer support experience in legal services.

Estate planning experience is a plus but not required.

This position also offers significant growth potential, including opportunities to move into leadership or management roles as the company expands.

Key Responsibilities

• Respond to customer inquiries via phone, email, screensharing and live chat

• Assist users in navigating the client platform and completing estate planning documents

• Help explain estate planning concepts in a clear, non-legalistic way

• Support customers with document-related questions and platform guidance

• Assist with account issues such as login problems, document downloads, and payments

• Escalate complex legal or technical questions to the appropriate internal team

• Document customer interactions in our CRM system

• Help improve FAQs, knowledge base articles, and customer resources

• Provide feedback to product and operations teams based on customer interactions

Qualifications

Preferred but not required:

• Paralegal certification or paralegal experience

• Legal assistant or law firm experience

• Background in legal studies or pre-law programs

• Experience in estate planning, trusts, or probate law

• Customer support experience, especially in legal, fintech, or SaaS environments

Strong candidates will have:

• Excellent communication and interpersonal skills

• Strong attention to detail

• Ability to explain complex topics in simple language

• Strong problem-solving ability

• Organizational and multitasking skills

• Interest in estate planning, legal services, or legal technology

• A positive attitude and willingness to learn

Who Thrives at client

The people who succeed in this role tend to be:

• Naturally curious and eager to learn

• Comfortable taking initiative and solving problems independently

• Strong communicators who enjoy helping people

• Interested in growing with a company and taking on more responsibility over time

• Excited about working in a fast-growing legal technology startup

If you enjoy helping people, learning about estate planning, and growing your career alongside a company, you’ll likely thrive here.

Career Growth Opportunity

This position offers significant growth potential as client expands.

Team members who demonstrate strong performance and leadership ability may have opportunities to move into roles such as:

• Customer Support Team Lead

• Customer Experience Manager

• Legal Operations Manager

• Product Support Specialist

We are looking for individuals who want to grow with the company and help shape the future of our support and legal operations teams.

Not Specified
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