
11 - 50 employees
Financial institutions do many good deeds in their communities. But the software they use to manage their community involvement is outdated and inefficient.
🕒 January 11
Improve your chances of getting an interview by checking your resume score before you apply.

11 - 50 employees
Financial institutions do many good deeds in their communities. But the software they use to manage their community involvement is outdated and inefficient.
• Provide exceptional customer support and onboarding for financial professionals • Assist customers in using the software effectively • Review emails and respond to customer requests • Log customer interactions in Salesforce • Work collaboratively with team members and clients • Set and meet KPIs for customer satisfaction
• At least 1 year of experience working in the financial industry • Experience with community involvement, CRA, complaints, or marketing • Compassionate with a lot of empathy • Self-starter who doesn’t need every moment of the day planned • Desire to improve listening and teaching skills
• Competitive pay • 401(k) matching • Generous paid leave • Insurance (medical, dental, vision, life, short-term disability) • Flex spending account • Celebrations for birthdays and work anniversaries • Fun gifts for team members
Apply Now🕒 January 10
Merchant Success Manager engaging with merchants to drive adoption and success on Momnt's platform. Supporting a nationwide network of merchants primarily via account management.
🕒 January 10
Client Success Associate leading implementations and driving value for institutional investment clients. Building relationships and ensuring client satisfaction with DiligenceVault platform.
🕒 January 9
Client Success Associate for DiligenceVault assisting Midwest clients in digitizing due diligence processes. Leading implementations and ensuring measurable value from the platform.
🕒 January 6
1 - 10
Client Experience Specialist managing non-licensed real estate transactions remotely for Coldwell Banker. Ensuring accurate transaction processing and compliance while working with agents and clients.
🕒 December 29, 2025
Associate Billing Success Manager at Prompt providing training and support on healthcare billing software. Engaging with teams to improve billing processes and ensure customer satisfaction.