Complex Peer Liaison

58 minutes ago
Full-time
Junior
Customer and Technical Support
Dane Street

Dane Street

Dane Street provides independent medical examination and peer review services tailored for the insurance industry, focusing on areas such as workers' compensation, disability, and auto liability, while emphasizing quality, compliance, and timely delive...

Insurance
251-1K
Founded 2008

Description

  • Coordinate communication and expectation alignment between Sales, Operations, and clients during referral handoffs.
  • Resolve conflicts between client commitments and operational capabilities while protecting service quality and workflow efficiency.
  • Represent client needs in internal discussions and ensure services align with client goals.
  • Provide clients with updates on referral milestones, timeline changes, and delivery status.
  • Collect client feedback and share insights with Sales and Operations for renewals, upsell opportunities, and process improvements.
  • Maintain accurate client notes, communication logs, and status updates in referral records, client profiles, and Salesforce.
  • Monitor handoff and delivery processes to identify recurring communication gaps and recommend improvements.
  • Own day-to-day client status inquiries and proactively resolve minor miscommunications before they affect clients.
  • Conduct initial check-ins with first-time requestors to assess their experience and identify process gaps.

Requirements

  • 2–4+ years of experience in account management, customer success, sales operations, or client-facing project management.
  • Exceptional verbal and written communication skills across relationship management and operational coordination.
  • Strong empathy, active listening, and client advocacy skills.
  • Negotiation, conflict-resolution, and de-escalation skills, including identifying root causes and developing practical solutions.
  • Proficiency with CRM systems, Mac, and Google Suite.
  • Associate’s or bachelor’s degree preferred.
  • Ability to work independently in a remote environment with an uninterrupted internet connection supplied and supported by the employee.
  • Comfort with extended periods of sitting and computer work.

Benefits

  • Collaborative remote work culture.
  • Medical, dental, and vision coverage for employees and families.
  • Paid time off and a 401(k) plan with company match.
  • Company-paid basic life, short-term disability, and long-term disability insurance.
  • Voluntary life, hospital indemnity, critical illness, accident, and pet insurance options.
  • Apple equipment and a media stipend for remote workspaces.
  • Professional growth and employee development opportunities.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Customer Success Manager

Lively, 51-250 Banks

Lively is seeking a tech-forward Customer Success Manager, preferably in the Central Time Zone, to manage employer benefit accounts remotely and improve customer value through onboarding, ongoing support, and consultative service.

JIRA Salesforce
43 minutes ago

Remote Client Success Specialist

Join Global Elite Empire Consultants as a remote client services representative, conducting virtual consultations and helping clients identify suitable solutions while building lasting relationships.

58 minutes ago

Senior Customer Success Manager

ClickTime 11-50 Diversified Financial Services

ClickTime is seeking a Senior Customer Success Manager to manage strategic B2B SaaS accounts remotely across the United States, driving customer value, retention, and expansion through executive relationships and account strategy.

58 minutes ago

Customer Success Manager

FMX 51-250 Internet Software & Services

FMX is hiring a Customer Success Manager to guide customers through onboarding of its cloud-based facility maintenance software, serving as the primary implementation contact and driving successful adoption.

CRM
58 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers