Client management software jobs

Client Support & Benefits Representative

Symmetry Financial Group · Posted Jun 1, 2026

Open

Remote, United States
Remote
Full-time

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Client Support & Benefits Representative

Symmetry Financial Group · Posted Jun 1, 2026

Open

Remote, United States
Remote
Full-time

Apply with Referso

Family Advocate

YMCA of San Diego County · Posted Nov 9, 2026

Open

Chula Vista, California, United States +2 more
Hybrid
Full-time
$27–$31 per hour
1+ years

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Oversees certification process for families seeking subsidized childcare services, managing caseload, conducting interviews, ensuring compliance, and providing supportive resources.

Locations (3)

Chula Vista, California, United States
North Park, California, United States
Escondido, California, United States

Compensation

USD $27.00 - USD $31.24 /Hr.

Responsibilities

Monitor and maintain program resources essential for family enrollment in subsidized childcare
Provide direct assistance to program parents and providers, facilitating access to childcare subsidies
Maintain quality assurance of program files, ensuring compliance with Funding Terms and Conditions and Title 5 or county childcare guidelines

Payment Analyst

YMCA of San Diego County · Posted Nov 9, 2026

Open

Remote, United States
Remote
$26–$31 per hour
1+ years

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Responsible for managing childcare provider attendance records and payment processing within the YMCA Childcare Resource Service.

Compensation

Pay Range USD $26.04 - USD $31.24 /Hr.

Responsibilities

Conduct initial screenings and schedule certification interviews for new and returning participants
Interpret and communicate rules, regulations, and timelines of childcare programs to participants
Gather necessary documentation to determine eligibility and shared costs
Generate, maintain, and submit required reports to Community Support Services region, the YMCA, and community partners
Build trusting relationships and partner with participants to assess goals and needs for various resources

Requirements

Bachelor’s degree in child development, human services, or related field

Skills

Microsoft Office Word Microsoft Office Excel data entry client management software basic mathematical skills

Provider Compliance Specialist

YMCA of San Diego County · Posted Nov 9, 2026

Open

San Diego, California, United States +2 more
Hybrid
Full-time · Associate
$27–$31 per hour
1+ years

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Provider Compliance Specialist acts as liaison/advocate for childcare providers, managing caseloads, ensuring compliance with subsidy and regulatory requirements.

Locations (3)

San Diego, California, United States
Chula Vista, California, United States
North Park, California, United States

Compensation

Pay Range USD $27.00 - USD $31.24 /Hr.

Responsibilities

Provide direct services to childcare providers to fulfill funding terms and conditions
Conduct initial screening to determine eligibility of new and returning providers
Process documentation into shared database and schedule certification
Provide comprehensive training on subsidy program requirements and licensing
Manage provider caseload and track documentation deadlines

Remote Life and Health Insurance Agent

Symmetry Financial Group · Posted May 27, 2026

Open

Remote, United States
Remote

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Compensation

Compensation: 100% Uncapped Commission-Based

Responsibilities

Identify client needs and recommend tailored insurance solutions
Develop and maintain strong client relationships
Generate leads through networking, referrals, and company-provided resources
Educate clients on available policies and coverage options
Follow up with prospects to close sales and maintain customer satisfaction

Skills

communication interpersonal skills self-motivated results-driven mindset ability to work independently time management basic computer skills technical device proficiency CRM

Remote Life and Health Insurance Agent

Symmetry Financial Group · Posted May 29, 2026

Open

Remote
Remote

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Join our dynamic team as a Remote Life and Health Insurance Agent, building a flexible career with high earning potential and entrepreneurial freedom.

Compensation

Compensation: 100% Uncapped Commission-Based

Responsibilities

Identify client needs and recommend tailored insurance solutions
Develop and maintain strong client relationships
Generate leads through networking, referrals, and company-provided resources
Educate clients on available policies and coverage options
Follow up with prospects to close sales and maintain customer satisfaction

Skills

communication interpersonal skills self-motivated results-driven mindset ability to work independently time management basic computer skills technical device proficiency

Office Specialist I

State of Maine · Posted Nov 6, 2026

Open

Augusta, Maine, United States
On-site
Full-time · Entry
$20–$28 per hour

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Administrative support for Maine Bureau of Veterans’ Services, including interviews, scheduling, eligibility determinations, and office management.

Compensation

Salary: $19.60 - $28.25/Hour

Responsibilities

Conduct initial interviews to determine benefits sought by veterans and families
Schedule appointments for senior staff and veterans services officers
Make determinations on eligibility for state programs such as Honorable Service Veteran Recognition, Veterans State Park and Museum Pass, and Disabled Veterans Hunting and Fishing License program
Establish eligibility for Veterans Dependent Education Benefits program
Represent MBVS at outreach events

Skills

Office administration Client management software Data input and output quality control Research and analysis Inventory management Report writing Policy and procedure compliance

Public Relations & Communications Manager

Denver Metro Convention &#38 Visitors Bureau · Posted Nov 5, 2026

Open

Denver, Colorado, United States
5+ years

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Elevate Denver’s tourism brand through strategic public relations and communications initiatives.

Responsibilities

Support Visit Denver’s vision, mission, and values
Support DEI efforts
Manage vendor relationships and press release distribution
Develop and pitch stories to consumer and trade media
Write and distribute press releases

Requirements

Bachelor’s degree in Public Relations, Communications, Journalism, or a relevant field

Skills

public/media relations AP style writing editing organizational Microsoft Office Google Suite Client Management software

Benefits

Director of Annual Giving

Clarkson University · Posted Nov 3, 2026

Open

Potsdam, New York, United States
Manager
$80K–$87K per year
6–8 years

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Lead strategic leadership for all annual giving programs and staff, securing gifts from alumni, parents, and friends, and managing the Clarkson Fund strategy.

Compensation

USD $80,000.00 - USD $86,700.00 /Yr.

Responsibilities

Develop and implement short- and long-term annual giving strategies
Use data analysis and performance metrics to guide strategy
Manage a portfolio of top-tier Clarkson Fund prospects
Travel nationally to cultivate, engage, and solicit donors
Conduct virtual meetings for cultivation, solicitation and stewardship

Requirements

Bachelor's degree required
Master's Degree in Higher Education or related field preferred
Nice to have: Annual giving experience
Nice to have: Moves management
Nice to have: Donor life-cycle management

Skills

Independent thinking Decision making Problem solving Project management Strategic planning