99 Customer Success Manager jobs in New York
Customer Support Representative - Insurance Annuities
Posted 4 days ago
Job Viewed
Job Description
DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world's largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and customer experience. Learn more about how we deliver excellence for our customers and colleagues at DXC.com.
At DXC we use the power of technology to deliver mission critical IT Services that our customers need to modernize operations and drive innovation across their entire IT estate. We provide services across the Enterprise Technology Stack for business process outsourcing, insurance, analytics and engineering, applications, security, cloud, IT outsourcing, and modern workplace.
Our DXC Insurance Services help our customers optimize and transform operations, lower costs, increase agile new channels to growth. Our people, technology and best practices improve and automate highly complex business processes middle and back offices- while facilitating customer experience transformation.
We are actively hiring Sr. CSR II's for the Annuities team at DXC! As a Sr. CSR, you will handle customer service inquiries via the telephone and/or email and resolves problems. Use computerized systems for tracking, information gathering, and/or troubleshooting. Maintain quality service by following policies and procedures and reporting needed changes. And, contribute to team effort by accomplishing related results as needed. The successful candidate will leverage effective listening skills, an attention to detail, strong intellectual curiosity and an honest desire to make a difference to ensure each customer experience is exceptional. With an understanding of the customers' needs and wants, and a focus on delivering solutions that meet those needs, you will deliver a service experience that exceeds expectations and makes it easy for customers to do business with us.
Responsibilities
+ Respond to customers, agents and broker/dealer's requests via telephone or email, providing high quality service to BHF Annuity customers who have insurance or other financial service products or benefit plans.
+ Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays.
+ Educate Financial Service Representatives on market requirements, processes, contract provisions and annuity products.
+ Efficiently process transactions and track responses to ensure completion.
+ Enhance and strengthen the relationship between the customer and BHF using strong communication skills, keen listening skills and empathy.
+ Efficiently access and navigate multiple electronic systems to provide a complete and integrated response to the customer's inquiry.
+ Perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and high-quality service skills.
Required Qualifications
+ High School diploma
+ 1-2 years customer service experience
+ Must obtain FINRA (formerly NASD) Series 6 license within 90 days of hire
+ Outstanding customer service skills and dedication to providing exceptional customer care
+ Exceptional listening and analytical skills
+ Solid time management skills
+ Ability to multitask and successfully operate in a fast paced, team environment
+ Must adapt well to change and successfully set and adjust priorities as needed.
Preferred Qualifications
+ Some college experience or a trade or professional certification.
+ Insurance or Financial Services industry experience or Product specific experience.
+ Prior Call Center experience is highly preferred.
+ A demonstrated ability to quickly learn and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting and marketing functions.
+ A passion for serving customers and a personal commitment to following through in a dynamic, fast-paced environment.
+ Strong computer/keyboard skills as well as solid math, analytical and problem-solving skills.
Working environment:
+ Work a shift during the hours of operation of 7:30 AM to 5:30 PM Monday - Friday; must be flexible in regard to overtime & shift worked, which may change based on business needs.
At DXC Technology, we believe strong connections and community are key to our success. Our work model prioritizes in-person collaboration while offering flexibility to support wellbeing, productivity, individual work styles, and life circumstances. We're committed to fostering an inclusive environment where everyone can thrive.
**If you are an applicant from the United States, Guam, or Puerto Rico**
DXC Technology Company (DXC) is an Equal Opportunity employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. View postings below .
We participate in E-Verify. In addition to the posters already identified, DXC provides access to prospective employees for the **Federal Minimum Wage Poster, Federal Polygraph Protection Act Poster as well as any state or locality specific applicant posters** . To access the postings in the link below, select your state to view all applicable federal, state and locality postings. Postings are available in English, and in Spanish, where required. View postings below.
Postings Link ( Accommodations**
If you are an individual with a disability, a disabled veteran, or a wounded warrior and you are unable or limited in your ability to access or use this site as a result of your disability, you may request a reasonable accommodation by contacting us via email ( ) .
Please note: DXC will respond only to requests for accommodations due to a disability.
Recruitment fraud is a scheme in which fictitious job opportunities are offered to job seekers typically through online services, such as false websites, or through unsolicited emails claiming to be from the company. These emails may request recipients to provide personal information or to make payments as part of their illegitimate recruiting process. DXC does not make offers of employment via social media networks and DXC never asks for any money or payments from applicants at any point in the recruitment process, nor ask a job seeker to purchase IT or other equipment on our behalf. More information on employment scams is available here _._
Customer Service And Support
Posted 10 days ago
Job Viewed
Job Description
Job Title: Customer Service And Helpdesk Representative
Department: Customer Support / Helpdesk
Location: [Add Location]
Salary: [Range or Specific Amount]
Reports To: Customer Service Manager / Helpdesk Supervisor
Job Overview: Customer Service And Helpdesk Representatives are vital to the success of any service-oriented business.
They are responsible for addressing customer inquiries, resolving issues, and ensuring a high level of customer satisfaction. T
his role involves handling incoming calls and messages, providing information about products and services, troubleshooting problems, and maintaining a positive and professional demeanor at all times.
Key Responsibilities:- Respond to customer inquiries via phone, email, chat, or in person.
- Provide accurate information about products and services to customers.
- Resolve customer complaints and issues promptly and professionally.
- Log all customer interactions in the company’s CRM system.
- Follow up with customers to ensure resolution satisfaction.
- Collaborate with other departments to address customer needs.
- Provide feedback on the efficiency of the customer service process.
- Ensure compliance with company policies and procedures.
- High school diploma or equivalent; higher education or certifications in customer service are a plus.
- [Insert years] of experience in customer service or helpdesk roles.
- Strong communication skills, both verbal and written.
- Proficiency in CRM software and MS Office or similar applications.
- Excellent problem-solving and conflict-resolution skills.
- Ability to work in a fast-paced environment and handle multiple tasks.
- Empathetic and patient with a customer-focused attitude.
Work Environment: This role typically involves working in an office setting, though remote work options may be available. It requires sitting for extended periods and using a computer and phone system.
Physical Requirements: General office physical requirements, including the ability to operate computer and phone systems.
Company Details
Account Manager - Accelerated Sales Program
Posted 3 days ago
Job Viewed
Job Description
The White Cap family is committed to Building Trust on Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates are the driving force behind this commitment.
White Cap is hiring immediately for our **_Account Manager - Accelerated Sales Program_** !
Do you want to help build America's skyline and your own future? White Cap is North America's leading distributor for professional contractors. We supply everything contractors need to build our nation's remarkable construction projects, including stadiums, roads, bridges, highways, residential housing, and more. Our _Accelerated Sales Program_ is designed for sales professionals outside our industry to quickly accelerate their sales career. For an exciting opportunity to join our sales team, apply today!
_Why join the_ **_Accelerated Sales Program_** _at White Cap?_
The Accelerated Sales Program is a comprehensive, sales-specific training program designed to fast-track the growth and development of new Outside Sales Representatives/Account Managers. Participants will work closely with White Cap sales leaders in a 6-12 month program to develop the skills, customer and supplier relationships, and knowledge needed to be successful in outside sales.
_An_ **_Account Manager_** _-_ **_Accelerated Sales Program_** _._
+ Participates in classroom, independent study, and on-the-job training to learn the White Cap's business model, products, vendors, customer needs, jobsite environment, systems, competitors, pricing, sales approach, and selling skills.
+ Prepares and executes account plans.
+ Sells White Cap value proposition and products.
+ Learns about making effective jobsite or office sales calls by riding along with the District Sales Manager or experienced Account Managers.
+ Enters and processes customer orders.
+ Performs other duties as assigned.
+ This position requires operation of a company vehicle or a personal vehicle and such operation is done consistently more than 80% of the average work week. If selected for this position, the company will run a Motor Vehicle Record (MVR) report. A requirement of this position is an acceptable MVR report.
**Preferred Qualifications**
+ Bachelor's degree in business, marketing, or related field or one to two years of sales or related field experience
+ Strong communication skills and comfortable interacting with team members
+ Requires strong self-governance, a proactive approach, personal accountability, and independence.
+ Competitive nature with a drive to succeed
+ Goal-oriented with personal accountability to deliver on metrics
+ Open to feedback and willing to take action to improve performance
+ Demonstrated ability to plan and organize daily activities
+ Spanish language proficiency
+ This position's targeted compensation starts at approximately $125,000 per year. This role is eligible for variable compensation based on application commission plan. Compensation will be determined by education, knowledge, skills, and abilities of the candidate, in addition to internal equity and alignment with market data
If you're looking to play a role in building America, consider one of our open opportunities. We can't wait to meet you.
For New York job seekers:
**Pay Range**
$.00- 0.00 Annual
New York law requires the posting of the salary range for advertised jobs. This range is determined based on market data and internal pay practices to establish a minimum and maximum value for a job. Individual base pay is determined based on a variety of elements including experience, skills, internal equity and other factors. For additional details on benefits, please review the full job description on White Cap Jobs ( Area** Sales
**Work Type** Hybrid
**Recruiter** Mason, Zachary
**Req ID** WCJR-
White Cap is an Equal Opportunity Minority/Female/Individuals with Disabilities/Protected Veteran and Affirmative Action Employer. White Cap considers for employment and hires qualified candidates without regard to age, race, religion, color, sex, sexual orientation, gender, gender identity, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.
National Sales Account Manager - NYC (Five Boroughs)
Posted today
Job Viewed
Job Description
Job Description
Nations Roof is one of the largest commercial roofing contractors in the US. We were founded to give today’s businesses a clear choice for trustworthy cost-effective roofing solutions. At Nations Roof we embrace safety as an important part of a job well done. Nations Roof is an expert in every type of roofing, waterproofing, coating green and metal system application. Our emphasis is not just project based: we work to understand the budgets solutions and maintenance that fit best with all roofing assets. We can offer more than a job…. We offer a challenging career in a company that values our employees.
We are seeking a highly motivated professional National Account Managers to develop business with new clients in allocated territories. Qualified candidates will be able to demonstrate strategically delivered client-focused commercial roofing solutions based on customer needs.
** Remote position- must have current residency and established in NYC (Five Boroughs) area to service designated territory and clients. Commercial Roofing Knowledge is required**
Responsibilities:
- Responsible for the management of sales and developing customer share relationships with new and existing national customers.
- Establish new national client accounts in designated territory.
- Prepare and deliver sales proposals/presentations.
- Close new business deals by coordinating requirements; developing and negotiating contracts; integrating contract requirements with business operations.
- Working closely in collaboration with Management and Sales in multiple locations.
- Liaise between customers and cross-functional internal teams to ensure the timely and successful delivery of our solutions according to customer needs.
- Operate as a point of contact for your customers.
- Contributes to team effort and works as part of the team.
- Ensure the timely and successful delivery of our roofing solutions according to customer needs and objectives.
- Identify and grow opportunities in collaboration with teams to ensure growth attainment.
- Keep current in industry changes in products service and policy’s and help evaluate results and competitive developments.
Requirements:
- BA/BS degree or equivalent work experience
- Proven sales results
- Commercial Roofing Sales experience and knowledge of systems and products
- National Account Management experience is required
- Navigate software programs and accurately enter data in CRM
- Proficient in MS office XL typing and computer navigation skills
- Demonstrated ability to communicate effectively internally and externally at C-level
- Experience in delivering client-focused solutions to national customers
- Excellent listening and negotiation skills
- Superior verbal and written communications skills
- Maintain professional and technical knowledge
- Stable work history
Benefits Include:
- Premium Wages (based upon knowledge and experience) Base + Uncapped Commission
- Car Allowance, Phone and Computer
- Medical, Dental and Vision Benefits
- Accident and Disability Insurance
- Life Insurance
- Holiday and Vacation
- 401(K) with employer match
The preceding job description has been designed to indicate the general nature and level of work to be performed. It is not meant to be interpreted as a comprehensive inventory of all duties and responsibilities required of employees assigned to this job.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Nations Roof provides equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information, or any other protected characteristic. Our company is a Drug Free Workplace.
No Recruiters.
All candidates must be authorized to work in the U.S.
#IND123
National Sales Account Manager - NYC (Five Boroughs)
Posted today
Job Viewed
Job Description
Job Description
Nations Roof is one of the largest commercial roofing contractors in the US. We were founded to give today’s businesses a clear choice for trustworthy cost-effective roofing solutions. At Nations Roof we embrace safety as an important part of a job well done. Nations Roof is an expert in every type of roofing, waterproofing, coating green and metal system application. Our emphasis is not just project based: we work to understand the budgets solutions and maintenance that fit best with all roofing assets. We can offer more than a job…. We offer a challenging career in a company that values our employees.
We are seeking a highly motivated professional National Account Managers to develop business with new clients in allocated territories. Qualified candidates will be able to demonstrate strategically delivered client-focused commercial roofing solutions based on customer needs.
** Remote position- must have current residency and established in NYC (Five Boroughs) area to service designated territory and clients. Commercial Roofing Knowledge is required**
Responsibilities:
- Responsible for the management of sales and developing customer share relationships with new and existing national customers.
- Establish new national client accounts in designated territory.
- Prepare and deliver sales proposals/presentations.
- Close new business deals by coordinating requirements; developing and negotiating contracts; integrating contract requirements with business operations.
- Working closely in collaboration with Management and Sales in multiple locations.
- Liaise between customers and cross-functional internal teams to ensure the timely and successful delivery of our solutions according to customer needs.
- Operate as a point of contact for your customers.
- Contributes to team effort and works as part of the team.
- Ensure the timely and successful delivery of our roofing solutions according to customer needs and objectives.
- Identify and grow opportunities in collaboration with teams to ensure growth attainment.
- Keep current in industry changes in products service and policy’s and help evaluate results and competitive developments.
Requirements:
- BA/BS degree or equivalent work experience
- Proven sales results
- Commercial Roofing Sales experience and knowledge of systems and products
- National Account Management experience is required
- Navigate software programs and accurately enter data in CRM
- Proficient in MS office XL typing and computer navigation skills
- Demonstrated ability to communicate effectively internally and externally at C-level
- Experience in delivering client-focused solutions to national customers
- Excellent listening and negotiation skills
- Superior verbal and written communications skills
- Maintain professional and technical knowledge
- Stable work history
Benefits Include:
- Premium Wages (based upon knowledge and experience) Base + Uncapped Commission
- Car Allowance, Phone and Computer
- Medical, Dental and Vision Benefits
- Accident and Disability Insurance
- Life Insurance
- Holiday and Vacation
- 401(K) with employer match
The preceding job description has been designed to indicate the general nature and level of work to be performed. It is not meant to be interpreted as a comprehensive inventory of all duties and responsibilities required of employees assigned to this job.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Nations Roof provides equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information, or any other protected characteristic. Our company is a Drug Free Workplace.
No Recruiters.
All candidates must be authorized to work in the U.S.
#IND123
Essential Plan Account Manager - Rockland and Westchester county
Posted 11 days ago
Job Viewed
Job Description
Working under the direction of the Essential Plan (EP) Sales & Account management and collectively with the Business Development and Community Outreach team, the Sales Account Manager will interface with New York Health Plan to increase marketing synergy and drive overall membership growth. The EP Account Manager is a field-based role that establishes and cultivates strategic business relationships with key sales and market influencers, potential new customers, and related community institutions. The Essential Plan is for New Yorkers between the ages of 19-64. This position requires someone with tenacity to perform sales activities both indoors and outdoors. Function identified will be new Business to Business (B2B) opportunities for the purpose of prospecting and enrolling new Essential Plan eligible including vertical channels (dental, vision, fitness, colleges, trade schools, small businesses, as well as industry sectors identified by your manager) that support EP Growth strategy in key areas in New York. Training on all government programs will be conducted upon hire.
**Location:** Queens, Bronx, or Manhattan, NY
**Primary Responsibilities:**
+ Enroll eligible members in UHC Essential Plan
+ Build and foster relationships with key accounts (provider offices, CBOs, housings, etc.)
+ The EP Account Manager presents health plan information to providers, business advocacies, potential eligible and responsible for closing sales
+ Serve as point of contact for member to provide excellent service and enrollment experience
+ Lead pipeline management
+ Responsible for meeting or exceeding sales and enrollment expectations within assigned territory
+ Conduct product information presentations in multiple settings, including in-home consultations
+ Function independently and responsibly with minimal need for supervision
+ Track and measures various sales event effectiveness and activities, events, leads & lead progress, sales, appointments, contacts, and relationship progress daily through internal systems
+ Provide input, support and feedback on promotional opportunities, benefits, and other issues
+ Stay informed on UHC operations, provider network, premiums, member services, claims, explanation of benefits, processes and other services and issues to provide community partners, prospects, and members with accurate information, and provide feedback as appropriate
+ Ability to manage multiple priorities including visiting provider offices on a regular basis and following up on leads in a timely fashion
+ Ability to track a schedule to keep appointments on time and information pertaining to those appointments in timely manner
+ Input consumer demographics and interactions into company systems as appropriate
+ Performs other duties as required
**Demonstrated Skills:**
+ Execute excellent communication, interpersonal, time management and organizational skills
+ Excellent relationship building skills
+ Ability to be compassionate while selling
+ Function independently and responsibly with minimal need for supervision
+ Ability to manage multiple priorities as it relates to meeting enrollment goals
+ Ability to communicate complex healthcare information to potential clients
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
**Required Qualifications:**
+ High School Diploma/GED
+ 2+ years of business-to-business (B2B), Business to consumer (B2C) Direct marketing, outside sales or community outreach experience
+ Valid driver's license, good driving history, reliable transportation, and current automobile insurance
+ Proficient in MS Office (Outlook, Word, Excel, Power Point)
+ Ability to travel locally up to 100% of time within assigned sales territories in this NY market area
+ Insured, dependable vehicle with current driver's license
+ Ability to work core business hours, Monday - Friday 8am-5pm and nights and weekends, when required
+ Reside within/commutable distance of their target geography
+ Health & Accident Insurance license required. If you do not already have one, you must be willing to obtain a (company-sponsored) state health/life insurance license within 30 days of hire
**Preferred Qualifications:**
+ Experience working with communities of all different ethnicities, cultural backgrounds, diverse populations and/or underserved communities
+ Outside sales and territory management experience
+ Demonstrated knowledge of Essential Plan Market Place marketing rules and regulations preferred, training in all lines of businesses will be provided
+ Proven established professional relationships with non-profits, community sources CBO's, religious/faith-based organizations FBO's in designated sales territory
+ Bilingual (Russian, Spanish, English, Arabic, French, etc.)
+ Proven tp act as a team player - work collaboratively with others (both inside the sales unit as well as outside) to achieve goals, relate to others in an open and accepting manner, keep others up to date on information they need, contribute ideas and support decisions made by the team and the organization, treat people with dignity and respect
+ Valid driver's license, good driving history, reliable transportation, and current automobile insurance
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $19.23 to $38.46 per hour based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable.
_At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._
_UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._
_UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._
#UHCPJ
Customer Relations Lead
Posted today
Job Viewed
Job Description
Job Description
About AngelList:
We exist to accelerate innovation by increasing the number of successful startups in the world. We want to give more people the opportunity to participate in the venture economy by building the financial infrastructure that makes it possible for more people to invest in world changing startups, and build tools for startups that help them run their operations so they can focus on building.
AngelList is the nexus of venture capital and the startup community. We support over $171B+ assets on our platform, and we’ve driven capital to over 13,000 startups. 57% of top-tier U.S. VC deals involve investors on AngelList.
While our scale is large, our ambitions are even larger – we’re innovating on the financial infrastructure for venture investors and the startups they invest in. Come build with us.
About the Role:
AngelList is hiring a Customer Relations Team Lead to manage a team of Account Managers and Associates who support our core customers: venture fund managers (GPs). GPs rely on AngelList to run every operational aspect of their fund, from formation and fundraising to financial reporting and wind-down. This role is based in-office, in New York City.
You’ll be responsible for both people management and hands-on customer work. Your team owns a book of business and acts as the primary point of contact for hundreds of GPs across fund lifecycles. You’ll also personally manage our most complex and strategic fund relationships. This is a role that blends customer obsession with operational rigor: you'll coach teams, manage incidents, and create clarity out of ambiguity. Previous venture experience isn’t required, but you’ll need to ramp up quickly and develop strong fluency in GP needs.
You’ll collaborate with internal experts across product, fund administration, legal, and tax, but your north star is customer impact. The Customer Relations team exists to ensure GPs get full value from our software and services, and your work will define what excellence looks like at scale.
Note: This is not an investing role. You’ll support GPs operationally, not in diligence, deal sourcing, or portfolio analysis.
Responsibilities:- Lead, coach, and manage a team of Account Managers and Associates responsible for GP onboarding, enablement, and lifecycle management across fund types.
- Personally own key customer accounts, engaging with high-value GPs to deliver proactive, strategic support across fund lifecycles.
- Oversee operational execution, ensuring high task throughput, strong SLA adherence during peak seasons, and timely incident resolution.
- Drive GP retention and satisfaction by monitoring key health metrics (e.g., NPS, CSAT, churn) and intervening early to de-risk issues.
- Act as the Incident DRI (Directly Responsible Individual) for customer-impacting issues, coordinating internal teams and driving to resolution with clear external comms.
- Identify and help resolve systemic issues across product, tax, and ops workflows to improve the customer experience and contribute to revenue growth.
- Set the standard for what “great” looks like across every customer touchpoint.
- Co-create a scalable team with the head of function, removing operational obstacles and reducing redundant manual effort, with the goal of improving the ratio of reactive to proactive work.
- 5+ years of client-facing account management experience, including 2+ years managing a team. Proven ability to develop and nurture talent to retain team members and create clear development pathways.
- Operational fluency, ideally in fund administration, financial services, or a similarly complex domain. You understand how service delivery, metrics, and product systems intersect, and you can manage all three.
- Commercial acumen, with exposure to contracting nuances including repricing and renewal support.
- Proven ability to lead through ambiguity, prioritize ruthlessly, and take initiative to improve or build process.
- Experience managing incidents, communicating with stakeholders, and driving cross-functional alignment.
- Strong judgment and problem-solving skills; you see around corners and act proactively.
- High standards for execution and a bias for action; you don’t just see what’s broken, you take ownership and resolve it.
- Deep empathy for customers and a belief that support should be a strategic differentiator.
- A strategic business mindset to balance competing priorities and navigate the pace of a fast-moving startup.
- Highly Desired: familiarity with venture capital, fund operations, or LP/GP dynamics.
AngelList has offices in two hub cities: San Francisco and New York City that you can choose to work from. This role is based in our NYC office. We’re focused on hiring within these hubs and people hired from these hub offices are expected to come into the office twice per week (Tuesdays and choice between Wednesday or Thursday).
Compensation: The compensation for this role consists of a competitive base salary, benefits, and equity package. The base salary for this role is $170,000+ annually but actual will vary based on a number of factors including a candidate’s professional background, experience, and location. Additional details about our Total Rewards package will be provided during the recruitment process.
Benefits: We support our employees in their lives both inside and outside of work.
*See additional detail on our benefits here: -benefits
*Learn about our Funders & Founders Program here:
Working at AngelList: At AngelList, we are united in our purpose to accelerate innovation and build the future of private markets. Our beliefs and values shape how we work, collaborate, and create impact. If the below resonate, we’d love to have you with us.
*Beliefs:
*Values & Leadership Expectations:
AngelList is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Be The First To Know
About the latest Customer success manager Jobs in New York !
Client Success & Sales Operations Associate
Posted today
Job Viewed
Job Description
Job Description
Location: Manhattan, NY
Terms: Monday to Friday - Full time - In person
Salary: $70K to $80K
Job Overview:
The Client Success & Sales Operations Associate plays a dual-role at the intersection of client care and sales execution. This individual will support the onboarding and success of new and existing clients while also driving operational support for sales processes. This is a foundational position that will contribute directly to the launch of two strategic departments — Client Success and Sales — by January 2026.
The ideal candidate is highly organized, detail-oriented, experienced with CRM tools (especially Monday.com), and capable of executing client communications while supporting internal sales and operations initiatives.
Key responsibilities:
1. Client Engagement:
a. Design and implement an onboarding process for new clients, including
welcome communications, initial service coordination, and CRM tracking.
b. Create and maintain a client check-in system (surveys, calls, feedback loops) to
monitor satisfaction and anticipate client needs.
c. Maintain updated client records, documents, and status updates in the CRM.
d. Begin drafting SOPs and workflows for the Client Success department.
e. Develop and maintain strong relationships with key clients.
f. Act as the primary point of contact for clients, addressing their queries and
concerns promptly.
2. Sales Operations
a. Support Sales & Ops Consultant by coordinating and following up on inbound
leads.
b. Draft and send proposals and agreements; follow up to close deals.
c. Track key sales KPIs(meetings booked, conversion rate, deal size) within
Monday.com.
d. Maintain and organize the sales pipeline and ensure data integrity in CRM.
3. Cross-Functional Coordination
a. Communicate client and sales information to Accounting, Scheduling, Legal,
and Recruiting.
b. Contribute to ongoing automation of Miro and CRM boards for smoother
handoffs.
c. Collaborate closely with Sales & Ops Consultant to unify client experience and
sales efficiency.
4. Reporting & Process Building
a. Prepare basic reports from CRM on client retention, sales metrics, and
satisfaction.
b. Analyze CRM activity to identify upsell/cross-sell opportunities.
c. Assist in the development of scalable playbooks for client lifecycle
management.
d. Develop and implement strategies to enhance client retention and loyalty.
Qualifications & Skills:
● 2–4 years of experience in client services, sales operations, or account coordination.
● Proficiency in CRM platforms — experience with Monday.com is required.
● Strong organizational and multitasking ability.
● Detail-oriented with an interest in process-building and long-term growth.
● Comfortable working independently and collaboratively across departments.
● Self-starter with high reliability, discretion, and follow-through.
● Proactive and results-driven.
● Strong business acumen and understanding of client needs.
● Previously helped build processes (even if not as a “manager”)
If you possess the necessary qualifications and skills to excel in this role, we invite you to apply and contribute to our organization's success and growth. Please send your CV to
Customer Support Specialist
Posted 24 days ago
Job Viewed
Job Description
We are searching for a detail-oriented, organized, and compassionate Temporary Administrative Assistant to join our Consumer Advocacy team. The ideal candidate will play a crucial role in handling administrative tasks, delivering responsive customer support, and ensuring smooth daily operations to further our consumer rights advocacy efforts.
**Key Responsibilities:**
**Administrative Support:**
+ Assist with scheduling meetings, preparing agendas, and taking meeting notes.
+ Organize and maintain digital and physical files.
+ Prepare reports, presentations, and correspondence as required.
+ Track deadlines, submissions, and follow-ups related to consumer complaints and advocacy initiatives.
+ Support data entry and database management tasks.
**Customer Support:**
+ Respond to consumer inquiries via phone, email, or web portal in a timely and empathetic manner.
+ Log and track complaints, feedback, and cases in internal systems.
+ Provide accurate information about consumer rights, resources, and support procedures.
+ Escalate complex or urgent issues to appropriate team members or supervisors.
+ Maintain confidentiality and professionalism in handling sensitive consumer information.
**Team Collaboration:**
+ Coordinate with internal departments to streamline case resolution.
+ Contribute to the development of FAQs, process documentation, and user-friendly support materials.
+ Participate in training sessions and team meetings to stay informed about policy updates and advocacy efforts.
**Position Details:**
+ **Duration:** Approximately 3-6 months
+ **Hourly Rate:** $25/hr
+ **Schedule:** Monday to Friday, 8 AM - 5 PM
Join our team, where you'll support our customer experience center amidst increased administrative demands.
If you are interested in this opportunity and meet the qualifications, we encourage you to apply!
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here ( for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.
Trust the office staffing pioneer.
Finding the right job isn't always easy. Kelly ® Professional & Industrial takes the guesswork out of your job search by connecting you with great opportunities that work for you. That means your schedule, your interests, and your career plan. In fact, our company created the staffing industry with the goal of connecting people with great office jobs-so you could say we're pretty good at it!
About Kelly
Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly 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.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.
Customer Support Specialist - RL
Posted 17 days ago
Job Viewed
Job Description
Current Associates will need to apply through the internal career site. Please log into Workday and click on Menu or View All Apps, select the Jobs Hub app, then click the magnifying glass to Browse Jobs.
**Work Shift: Requires Saturday shift, and some Holidays**
**Work Type: On-Site. This is an On-Site role based out of our Location in Loveland, Colorado OR Fountain Valley, CA OR Lake Success, NY**
The Target Pay for this position is $21.00-$25.00 an hour. At Antech, pay decisions are determined using factors such as relevant job-related skills, experience, education, training and budget.
**Job Purpose/Overview**
The Customer Support Specialist delivers on the Antech Customer Service Vision of unwavering commitment to empathetic and caring veterinary diagnostic support. They are responsible for managing and servicing incoming customer calls with a customer-forward approach and a high level of empathy. This position requires a professional with strong relationship building and communication skills. The Customer Support Specialist accurately enters orders and is knowledgeable about Antech products and programs.
**Essential Duties and Responsibilities**
+ Provides superior customer service and remains solution driven with all customers and/or customer concerns.
+ Provide phone coverage within the queue
+ Handles customer issues, as needed, to ensure quality customer service.
+ Effectively uses multiple software systems to service accounts. This includesbut is not limited to Customer Relationship Management (CRM) Software, Enterprise Resource Planning (ERP) Software, and Microsoft Suite.
+ Demonstrates proficiency in all products and is seen as a knowledgeable resource in all product categories.
+ Investigates customer issues and finds appropriate solutions.
+ Takes incoming calls and places orders for supplies or consumables, or handles inquiries as requested.
+ Manages appropriate distributor relationships and other partnerships.
+ Updates data in Salesforce.com and sets up new accounts.
+ Communicates potential sales opportunities via leads to appropriate teams.
+ Other duties as assigned.
**Education** **and** **Experience**
+ High school diploma required.
+ Associates degree in business or veterinary related field, or equivalent related experience preferred.
+ Minimum of 2 years' experience in call center environment is preferred.
+ Working knowledge of veterinarian, medical information technology (IT) and/or clinical diagnostic environment preferred.
**Knowledge,** **Skills** **and Abilities**
+ Excellent customer service skills including patience, ability to listen and ability to provide a positive experience with all interactions.
+ Strong organizational skills and attention to detail.
+ Demonstrated ability to approach problems and find appropriate solutions.
+ Ability to work effectively in a team environment.
+ Ability to adapt and be flexible in a variety of situations.
+ Displays strong oral and written communication, especially over the telephone, with both internally and externally customers.
+ Accurate and efficient data entry skills.
+ Intermediate ability with Microsoft Office Suite, Internet Software and E-mail required.
+ Intermediate ability with Salesforce.com or similar CRM (Customer Relationship Management) preferred.
+ Ability to maintain quality assurance metrics for queueas determined by Customer Support Leadership and the Support Enablement Team.
**Working Conditions**
The associate is regularly required to apply manual dexterity, including hand/wrist flexibility, for computer keyboarding. The associate frequently is required to sit for extended periods of time, stand, walk, and reach with hands and arms. The associate is frequently required to hear and speak in order to use the telephone, make presentations and communicate with people in an office or virtual environment. The associate is occasionally required to sit and stoop, bend, kneel, or crouch. The associate must occasionally lift and/or move up to 15 pounds.
The associate will primarily work in a typical office environment or a remote home office. The noise level in the work environment is usually moderate. The associate will be required to use a computer, spreadsheets, data base management, email, video conferencing and the Internet. The associate is frequently required to use a calculator; fax, copy machine, and phone system. The associate must occasionally use media equipment such as an overhead projector, PowerPoint, and Microsoft Teams. Environment where pets are present
**About Antech**
Antech is a leader in veterinary diagnostics, driven by our passion for innovation that delivers better animal health outcomes. Our products and services span 90+ reference laboratories around the globe; in-house diagnostic laboratory instruments and consumables, including rapid assay diagnostic products and digital cytology services; local and cloud-based data services; practice information management software and related software and support; veterinary imaging and technology; veterinary professional education and training; and board-certified specialist support services.
_Antech offers an industry competitive benefits package and continues to invest in and evolve benefits programs that meet the health, wellness and financial needs of our associates._
+ All Full-time associates are eligible for the following benefits and more:
+ Paid Time Off & Holidays
+ Medical, Dental, Vision (Multiple Plans Available)
+ Basic Life (Company Paid) & Supplemental Life
+ Short and Long Term Disability (Company Paid)
+ Flexible Spending Accounts/Health Savings Accounts
+ Paid Parental Leave
+ 401(k) with company match
+ Tuition/Continuing Education Reimbursement
+ Life Assistance Program
+ Pet Care Discounts
We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement, please see our Career page at Antech Careers ( .
**Note to Search Firms/Agencies**
Antech Diagnostics, Inc. and its subsidiaries and affiliates (Antech) do not compensate search firms for unsolicited assistance unless they have a written search agreement with Antech and the requisition is position-specific. Any resumes, curriculum vitae, and other unsolicited assistance from search firms that do not have a written search agreement or position-specific requisition submitted to any Associate of Antech will be deemed the sole property of Antech and no fee will be paid in the event the candidate is hired by Antech.