92,435 Jobs in Yorba Linda
Customer Service Helpdesk - Customer Success Manager
Posted 13 days ago
Job Viewed
Job Description
We are looking for a proactive and relationship-driven Customer Success Manager (CSM) to join our growing team. As a CSM, you will serve as the primary point of contact for a portfolio of clients, ensuring they receive exceptional support, value from our products/services, and a seamless experience throughout their journey.
Your mission is to drive customer satisfaction, retention, and growth by building trusted relationships, solving problems, and identifying opportunities for expansion.
Key Responsibilities:- Own and manage relationships with a portfolio of customers, serving as their strategic advisor
- Onboard new clients, ensuring smooth product adoption and implementation
- Drive customer engagement and product usage through training, support, and communication
- Monitor account health and proactively address issues before they escalate
- Collaborate with Sales, Product, and Support teams to deliver an exceptional customer experience
- Identify upsell, cross-sell, and renewal opportunities in collaboration with the Sales team
- Analyze customer data and feedback to recommend improvements to product and service delivery
- Conduct regular check-ins (QBRs, calls, reports) to review progress, ROI, and goals
- Maintain up-to-date records in CRM systems (e.g., Salesforce, HubSpot)
- 2+ years of experience in Customer Success, Account Management, or a related client-facing role
- Strong interpersonal and communication skills (written & verbal)
- Highly organized with a proven ability to manage multiple accounts and priorities
- Comfortable with CRM and CS platforms (e.g., Salesforce, Gainsight, Zendesk, Intercom)
- Problem-solving mindset with a passion for helping others succeed
- Ability to work independently and cross-functionally in a fast-paced environment
Company Details
Administrative - Sales Coordinator
Posted 13 days ago
Job Viewed
Job Description
We are looking for a detail-oriented and proactive Sales Coordinator to support our sales team by streamlining processes, managing client communications, and ensuring the smooth execution of sales activities. The ideal candidate is organized, tech-savvy, and able to manage multiple priorities in a fast-paced environment.
Key Responsibilities:- Support sales representatives with administrative and operational tasks
- Coordinate and schedule sales meetings, calls, and client follow-ups
- Prepare and maintain sales documents such as quotes, proposals, and contracts
- Manage and update CRM systems (e.g., Salesforce, HubSpot)
- Track sales metrics and generate reports for management
- Assist with lead management, qualifying prospects, and routing inquiries
- Communicate with clients regarding product details, delivery timelines, and service updates
- Collaborate with marketing, operations, and finance teams to support end-to-end sales processes
- Handle data entry and ensure accuracy in all client and opportunity records
- Help onboard new sales hires with tools, processes, and training support
- Proven experience in a sales support, coordinator, or administrative role
- Strong written and verbal communication skills
- Excellent organizational and time-management abilities
- Proficiency in CRM software (e.g., Salesforce, HubSpot) and tools like Excel, Google Workspace, or Microsoft 365
- Comfortable working independently and collaboratively
- Ability to multitask and meet deadlines under pressure
- High attention to detail and customer-service mindset
Company Details
Office Manager
Posted 13 days ago
Job Viewed
Job Description
We are seeking a highly organized and proactive Remote Office Manager to oversee administrative operations, coordinate virtual workflows, and support team productivity across departments. The ideal candidate will be self-motivated, tech-savvy, and experienced in managing business functions in a fully remote environment.
Key Responsibilities:- Manage and optimize daily remote office operations, tools, and workflows
- Oversee calendar scheduling, virtual meeting logistics, and team-wide communications
- Serve as the main point of contact for internal staff regarding office-related queries
- Assist with onboarding/offboarding processes and maintaining digital employee records
- Coordinate with IT, HR, and Finance departments to support organizational needs
- Track inventory of software licenses, equipment, and office budgets
- Organize virtual events, team-building activities, and internal communications
- Ensure compliance with remote work policies, procedures, and data security standards
- Monitor general email inboxes and route inquiries appropriately
- Assist executive leadership with administrative tasks and special projects
- Proven experience as an Office Manager, Administrative Manager, or similar role
- Excellent written and verbal communication skills
- Strong organizational, time management, and problem-solving abilities
- Proficient in tools like Google Workspace, Slack, Zoom, Asana, Notion, and Microsoft 365
- Ability to work independently and support a distributed team across time zones
- Familiarity with HR, IT, or basic accounting processes is a plus
- High level of discretion and professionalism
Company Details
Customer Service Agent ( Remote )
Posted 17 days ago
Job Viewed
Job Description
As a Customer Service Representative, you'll be the primary point of contact for our customers, providing exceptional support and resolving inquiries with a positive and helpful attitude. You'll be instrumental in ensuring customer satisfaction and building lasting relationships.
Benefits
Hourly Base Salary + Commission
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Mon-Fri Schedule
Career Growth Opportunities
Responsibilities
Respond to customer inquiries via phone, email, and chat in a timely and professional manner.
Provide accurate information about products/services, pricing, and policies.
Troubleshoot and resolve customer issues, complaints, and concerns efficiently and effectively.
Document all customer interactions accurately in our system.
Identify opportunities to upsell or cross-sell products/services when appropriate.
Collaborate with other departments to ensure a seamless customer experience.
Stay up-to-date on product knowledge and company procedures
Requirements
High school diploma or equivalent; some college preferred.
1+ years of experience in a customer service role
Excellent verbal and written communication skills.
Strong active listening skills
Problem-solving aptitude
Ability to multitask, prioritize, and manage time effectively
Patience, professionalism, and a positive attitude
Ability to work independently and as part of a team.
Company Details
Client Services Associate
Posted 23 days ago
Job Viewed
Job Description
Job Summary: We are seeking a dedicated Client Services Associate to support our financial consultants in providing excellent customer service to our clients. You will work closely with our staff, preparing documents before client meetings, organizing sales and presentation materials, compiling meeting notes, and setting up client access for new accounts. On a daily basis, you will also handle other administrative tasks, such as answering phone calls emails, sending deadline reminders to consultants, and updating our client database.
Duties and Responsibilities
- Compile and update necessary documents and contracts
- Prepare presentation materials
- Gather meeting notes and input them to client files
- Obtain and process all client information and transactions
- Create new accounts and maintain client portfolios
- Perform administrative and clerical duties as necessary
Requirements and Qualifications
- High school diploma or equivalent; associate or bachelor's degree in business, finance, or related field preferred
- Experience as a Client Services Associate or other administrative role in the financial industry a plus
- Proficient in Microsoft Office
- Strong communication and organizational skills
- Detail-oriented
- Comfortable working independently
- Exceptional customer service skills
Company Details
Customer Service Representative
Posted 29 days ago
Job Viewed
Job Description
Hitfigure is an online marketplace where franchised car dealers compete to buy used cars directly from consumers. We are hiring a customer service representative to manage customer queries and complaints. You will also be asked to process orders, modifications, and escalate complaints across a number of communication channels. To do well in this role you need to be able to remain calm when customers are frustrated and have experience working with computers.
Customer Service Representative Responsibilities:- Maintaining a positive, empathetic, and professional attitude toward customers at all times.
- Responding promptly to customer inquiries.
- Communicating with customers through various channels.
- Acknowledging and resolving customer complaints.
- Knowing our products inside and out so that you can answer questions.
- Processing orders, forms, applications, and requests.
- Keeping records of customer interactions, transactions, comments, and complaints.
- Communicating and coordinating with colleagues as necessary.
- Providing feedback on the efficiency of the customer service process.
- Managing a team of junior customer service representatives.
- Ensure customer satisfaction and provide professional customer support.
- High school diploma, general education degree, or equivalent.
- Ability to stay calm when customers are stressed or upset.
- Comfortable using computers.
- Experience working with customer support.
Company Details
LCSW (Virtual)
Posted today
Job Viewed
Job Description
"
Licensed Clinical Social Worker (LCSW)Wage: Between $86-$130 an hour
Licensed Clinical Social Worker — Are you ready to launch or expand your private practice? Headway is here to help you start accepting insurance with ease, increase your earnings with higher rates, and start taking covered clients sooner. It’s all on one free-to-use platform, no commitment required.
About you
● You’re a fully-licensed Clinical Social Worker at a Master’s level or above with LCSW, LICSW, or LCSCW licensure (accepted on a state by state basis), a valid NPI number, and malpractice insurance.
● You’re ready to launch a private practice, or grow your existing business by taking insurance.
About Headway
Your expertise changes lives. Taking insurance makes it accessible to those who need it most. Every mental health provider who goes in-network with Headway supports people who’d otherwise be forced to choose between paying out of pocket, or not getting care at all. We make that process seamless — empowering you to accept insurance with ease, so you can do what you do best. So far, we’ve helped over 50,000 providers grow their practices, reaching countless people in need.
How Headway supports providers
-Start taking insurance, stress-free: Get credentialed for free in multiple states in as little as 30 days and start seeing covered clients sooner.
-Built-in compliance : Stay compliant from day one with audit support and ongoing resources.
-Expansive coverage: Work with the plans that most clients use, including Medicare Advantage and Medicaid.
-Increase your earnings: Secure higher rates with top insurance plans through access to our nationwide insurance network.
-Dependable payments: Build stability in your practice with predictable bi-weekly payments you can count on.
-Built-in EHR features : Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end documentation templates, built-in assessments, and more.
-Free continuing education : Nurture your long-term professional goals and earn CEUs with complimentary courses on Headway Academy.
How Headway supports your clients
●Increased access: Headway makes it easier for your clients to get the care they need at a price they can afford through insurance.
●Instant verification: Clients can easily check their insurance status and get the care they need without disruption.
Please note: At this time, Headway can’t support mental health professionals that aren’t fully licensed. If your application was rejected for incomplete licensure, you’re welcome to reapply once you have a valid license.
About Headway
We make it easy for mental health providers to take insurance by credentialing you with the nation’s largest networks, handling billing and admin paperwork, and helping you earn more stable income with higher rates. With Headway, you can finally focus on what matters most: providing life-changing care. We’ll take care of the rest.
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Licensed Psychiatrist
Posted today
Job Viewed
Job Description
"
Licensed PsychiatristWage: Between $148-$232 an hour
Licensed psychiatrist - Are you ready to launch or expand your private practice? Headway is here to help you start accepting insurance with ease, increase your earnings with higher rates, and start taking covered clients sooner. It’s all on one free-to-use platform, no commitment required.
About the role
This position is for licensed psychiatrists looking to build or grow their private practice. Headway provides the tools, resources, and support to help you navigate insurance, streamline operations, and focus on delivering quality care - on your own terms.
About you
- You’re a fully licensed psychiatrist with your DEA or CDS number , ANCC board certification , a valid NPI number and malpractice insurance .
- You’re looking to start or expand your private practice while maintaining control over your schedule, client load, and work environment.
- We accept the following licenses on a state by state basis: MD / DO
Why partner with Headway?
As an independent provider with Headway, you’ll gain access to:
- Hassle-free insurance credentialing: Get credentialed for free in multiple states within as little as 30 days.
- Increased earnings: Secure competitive rates with top insurance plans through our nationwide network.
- Predictable bi-weekly payments: Receive reliable payouts directly from Headway.
- Built-in EHR tools: Access real-time scheduling, secure client messaging, documentation templates, assessments, and more.
- Compliance & audit support: Stay up-to-date with insurance requirements and industry regulations.
- Free continuing education: Earn CEUs and expand your expertise through Headway Academy.
How Headway supports your patients
- Increased access: Headway makes it easier for your clients to get the care they need at a price they can afford through insurance.
- Instant verification: Clients can easily check their insurance status and get the care they need without disruption.
Important Notes
- This is a 1099 independent contractor role. You’ll have full autonomy over your practice, including setting your hours and managing your caseload.
- At this time, Headway can’t support mental health professionals that aren’t fully licensed. If your application was rejected for incomplete licensure, you’re welcome to reapply once you have a valid license.
About Headway
We make it easy for mental health providers to take insurance by credentialing you with the nation’s largest networks, handling billing and admin paperwork, and helping you earn more stable income with higher rates. With Headway, you can finally focus on what matters most: providing life-changing care. We’ll take care of the rest.
LCP (Remote)
Posted today
Job Viewed
Job Description
"
Licensed Clinical PsychologistWage: Between $95-$180 an hour
Licensed Clinical Psychologists — Are you ready to launch or expand your private practice? Headway is here to help you start accepting insurance with ease, increase your earnings with higher rates, and start taking covered clients sooner. It’s all on one free-to-use platform, no commitment required.
About you
● You’re a fully-licensed Clinical Psychologist at a Master’s level or above with PSY, PSYP, or PsyD licensure (accepted on a state by state basis), a valid NPI number, and malpractice insurance.
● You’re ready to launch a private practice, or grow your existing business by taking insurance.
About Headway
Your expertise changes lives. Taking insurance makes it accessible to those who need it most. Every mental health provider who goes in-network with Headway supports people who’d otherwise be forced to choose between paying out of pocket, or not getting care at all. We make that process seamless — empowering you to accept insurance with ease, so you can do what you do best. So far, we’ve helped over 50,000 providers grow their practices, reaching countless people in need.
How Headway supports providers
-Start taking insurance, stress-free: Get credentialed for free in multiple states in as little as 30 days and start seeing covered clients sooner.
-Built-in compliance : Stay compliant from day one with audit support and ongoing resources.
-Expansive coverage: Work with the plans that most clients use, including Medicare Advantage and Medicaid.
-Increase your earnings: Secure higher rates with top insurance plans through access to our nationwide insurance network.
-Dependable payments: Build stability in your practice with predictable bi-weekly payments you can count on.
-Built-in EHR features : Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end documentation templates, built-in assessments, and more.
-Free continuing education : Nurture your long-term professional goals and earn CEUs with complimentary courses on Headway Academy.
How Headway supports your clients
●Increased access: Headway makes it easier for your clients to get the care they need at a price they can afford through insurance.
●Instant verification: Clients can easily check their insurance status and get the care they need without disruption.
Please note: At this time, Headway can’t support mental health professionals that aren’t fully licensed. If your application was rejected for incomplete licensure, you’re welcome to reapply once you have a valid license.
About Headway
We make it easy for mental health providers to take insurance by credentialing you with the nation’s largest networks, handling billing and admin paperwork, and helping you earn more stable income with higher rates. With Headway, you can finally focus on what matters most: providing life-changing care. We’ll take care of the rest.
"
Licensed Professional Counselor
Posted today
Job Viewed
Job Description
Wage: Between $86-$130 an hour
Licensed Professional Counselor — Are you ready to launch or expand your private practice? Headway is here to help you start accepting insurance with ease, increase your earnings with higher rates, and start taking covered clients sooner. It’s all on one free-to-use platform, no commitment required.
About you
● You’re a fully-licensed Professional Counselor at a Master’s level or above with LPC, LPCC, LCPC, LCPCS, LPCC-S licensure (accepted on a state by state basis), a valid NPI number, and malpractice insurance.
● You’re ready to launch a private practice, or grow your existing business by taking insurance.
About Headway
Your expertise changes lives. Taking insurance makes it accessible to those who need it most. Every mental health provider who goes in-network with Headway supports people who’d otherwise be forced to choose between paying out of pocket, or not getting care at all. We make that process seamless — empowering you to accept insurance with ease, so you can do what you do best. So far, we’ve helped over 50,000 providers grow their practices, reaching countless people in need.
How Headway supports providers
-Start taking insurance, stress-free: Get credentialed for free in multiple states in as little as 30 days and start seeing covered clients sooner.
-Built-in compliance : Stay compliant from day one with audit support and ongoing resources.
-Expansive coverage: Work with the plans that most clients use, including Medicare Advantage and Medicaid.
-Increase your earnings: Secure higher rates with top insurance plans through access to our nationwide insurance network.
-Dependable payments: Build stability in your practice with predictable bi-weekly payments you can count on.
-Built-in EHR features : Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end documentation templates, built-in assessments, and more.
-Free continuing education : Nurture your long-term professional goals and earn CEUs with complimentary courses on Headway Academy.
How Headway supports your clients
●Increased access: Headway makes it easier for your clients to get the care they need at a price they can afford through insurance.
●Instant verification: Clients can easily check their insurance status and get the care they need without disruption.
Please note: At this time, Headway can’t support mental health professionals that aren’t fully licensed. If your application was rejected for incomplete licensure, you’re welcome to reapply once you have a valid license.
About Headway
We make it easy for mental health providers to take insurance by credentialing you with the nation’s largest networks, handling billing and admin paperwork, and helping you earn more stable income with higher rates. With Headway, you can finally focus on what matters most: providing life-changing care. We’ll take care of the rest.