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Job Summary: Provide a high level of service to client/advisor contacts; perform compliance testing; contribution calculations; Form 5500 reporting for higher education 403(b) plans. Responsibilities: Provide timely, superior customer services and issue resolution to clients and advisors Maintain client relationships with high client retention rate Interpret plan documents Extensive knowledge of ERISA, IRS & DOL […]

WHAT YOU WILL DO: The Marketing Programs Manager will play a key role in executing marketing campaigns to support North America’s selling efforts. Working closely with sales, marketing communications, and product marketing teams, the marketing programs manager will define, create, prepare, and execute campaigns to grow market awareness and generate leads for the North American […]

Overview: This dynamic customer-facing role is responsible for developing and maintaining deep customer relationships with our customers and ultimately retaining their business with symplr. This role will understand customers’ business objectives and ensure they receive the most from their investment. The Customer Relationship Executive will be customers’ primary point of contact, helping drive brand loyalty. […]

What is your impact? The Clinical Quality Improvement Specialist performs quality assessments for physicians, facility, and ancillary providers considering all available information internal and external to the organization. Collaborates with internal staff and network management to define potential quality improvement activities within the corporation, at the individual or group practitioner level; facility level or network […]

Clari’s Revenue Platform Clari’s Revenue platform gives forecasting accuracy and visibility from the sales rep to the board room on revenue performance – helping them spot revenue leak to answer if they will meet, beat, or miss their sales goals. With insights like this, no wonder leading companies worldwide, including Okta, Adobe, Workday, and Zoom […]