Perseus Group, Constellation Software
Perseus Group, Constellation Software
„Perseus Group“, priklausanti „Constellation Software“, yra B2B SaaS organizacija, investuojanti į specializuotose, itin svarbiose rinkose veikiančias ilgalaikes programinės įrangos įmones ir jas plėtojanti. „Constellation Software“ grupei priklausanti organizacija veikia daugiau nei 100 vertikaliųjų rinkų, o jos portfelį sudaro daugiau nei 800 įmonių. Jos veiklos modelis apima nuolatinį kapitalą ir ilgalaikę veiklos paramą, o pasikartojančios pajamos gaunamos iš SaaS ir programinės įrangos priežiūros verslų. „Perseus Group“ pabrėžia įgalintą lyderystę, nuolatinį tobulėjimą, veiklos meistriškumą ir sąžiningumą, padėdama savo įmonėms augti ir ilgainiui išlikti tvarioms.

Remote Customer Service Specialist, Retirement Plan Software

Support CalcAir retirement-plan software users by resolving service issues, testing updates, and helping guide product enhancements. The role also contributes to regulatory updates and customer education.

Aprašymas

  • Assist customers by phone and email with software questions and issues
  • Log customer interactions in the ticketing system
  • Guide the development team on needed system changes and enhancements
  • Test fixes and new features before they are released
  • Prepare written resources and webinars about regulatory changes, product features, and customer concerns
  • Help update the software as laws and regulations change
  • Evaluate the software from the user’s perspective to confirm it meets customer needs
  • Recommend product improvements that strengthen the customer experience

Reikalavimai

  • At least three years of client services or software support experience in the pension industry
  • Strong knowledge of qualified retirement plans, including compliance testing, contributions, distributions, and document maintenance
  • Practical experience with retirement plan platforms such as CalcAir, DATAIR, Relius, ASC, FT Williams, or comparable software
  • Experience using ticketing systems and performance tracking tools
  • Willingness to explore automation that can improve the customer experience
  • Familiarity with ERISA and recent regulatory changes, including SECURE 2.0
  • ASPPA QKA or NIPA credentials, or active progress toward a credential, are helpful

Privalumai

  • Comprehensive total rewards package
  • Health and wellness benefits
  • Paid time off
  • Learning and development opportunities
  • Additional employee programs that support well-being and growth
  • Profit-sharing bonus plan
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Basic life insurance
  • Short-term disability insurance
  • Long-term disability insurance
  • 401(k) plan with company match
  • At least 10 vacation days for new employees
  • Sick time in accordance with state requirements
  • Eight company-paid holidays per year
  • Two personal holidays per year

Susiję darbai

Knights of Columbus

Customer Service Coordinator

Knights of Columbus
1 001 – 5 000 Darbuotojai
DraudimasKonsultavimasSveikatos priežiūra

Support Knights of Columbus members and agents with insurance, annuity, and fraternal inquiries. Manage high-volume calls and emails by researching questions, resolving issues, and escalating requests when needed.

Atidaryti
Jerry

Remote Customer Service Agent – Insurance

Jerry

Support Jerry.ai customers with car and home insurance by answering policyholder calls, handling service requests, and guiding them through products. Work remotely to resolve inquiries and share feedback that helps improve the customer experience.

Atidaryti
Carenet Health

Remote Healthcare Customer Service Representative - Carenet Health

Carenet Health

Support Carenet Health members remotely by answering healthcare questions and guiding them toward care assessments. The role also involves researching concerns, verifying service eligibility, and documenting detailed calls.

Atidaryti