client engagement specialist

Cimple Tech PTY LTD

Cimple Tech is a fast-growing digital agency serving clients across the US and Australia. We help businesses solve real technology problems &mdash; from custom web and app development to digital marketing, AI automation, graphic design, and IT support. We don't just deliver services; we diagnose problems and provide the right solution for each client.We're looking for a confident, people-first Tech Sales &amp; Client Engagement Specialist to join our on-site team in Pakistan. Your job is simple: reach out to potential clients, understand their business challenges, and show them how Cimple Tech's services can solve them.You don't need to be a developer. You need to be a great communicator who can listen, connect the dots, and guide prospects toward a solution.What You'll Be Doing<ul><li>Proactively reaching out to prospects via phone, email, and social platforms</li><li>Engaging in consultative conversations to understand a client's pain points</li><li>Explaining how Cimple Tech's services (web/app development, AI automation, IT support, digital marketing, and more) solve specific business problems</li><li>Closing straightforward sales directly on the call &mdash; or booking a focused 15-minute discovery call with a senior closer for more complex cases</li><li>Following up consistently with warm leads and maintaining a clean pipeline</li><li>Meeting weekly outreach and booking targets</li></ul>What We're Looking For<ul><li>1&ndash;2 years of experience in sales, customer engagement, telemarketing, or a client-facing role</li><li>Comfortable making outbound calls and striking up conversations with new people</li><li>Strong spoken and written English (essential &mdash; our clients are based in the US and Australia)</li><li>Basic understanding of digital services or tech (you'll be trained on our offerings)</li><li>Goal-driven with a desire to earn through performance</li><li>Confident, persistent, and coachable</li></ul>What You'll Get<ul><li>Competitive base salary (discussed at interview)</li><li>Commission on every sale or qualified booking you generate</li><li>Full product and service training &mdash; no guesswork</li><li>A clear career path as the team grows</li><li>On-site team environment with direct mentorship</li></ul>How to ApplySend your CV and a brief voice note or paragraph introducing yourself in English to on Whatsapp [ +61 2 8359 3100]Applications without this will not be considered &mdash; we want to hear how you communicate, not just read your resume.Job Type: Full-timePay: Rs45,000.00 - Rs150,000.00 per monthWork Location: In person

Tech Sales & Client Engagement Specialist

Pragmatic

Job Overview:We are looking for a dynamic and results-driven Communications Specialist to join our team.No direct sales or deal closing on calls is required. This role focuses on appointment setting and client engagement.Key Responsibilities:<ul><li>Conduct outbound B2B calls to potential clients, introducing our products and services.</li><li>Schedule business meeting appointments for the sales team.</li><li>Understand client requirements and recommend suitable product solutions.</li><li>Provide excellent customer service and resolve inquiries professionally.</li><li>Stay updated on product knowledge and industry trends.</li></ul>Qualifications &amp; Skills:<ul><li>Proven experience in communications, appointment booking or a related role.</li><li>Strong communication and persuasive skills with a confident phone presence.</li></ul>Job Type:Full-time / Remote (Work from Home option available)Job Type: Full-timePay: Rs35,000.00 - Rs45,000.00 per monthWork Location: In person

Communication Specialist

Pocket RN

<div><h1 class="jobSectionHeader">Intake &amp; Engagement Specialist</h1><h3 class="jobSectionHeader">
PocketRN</h3><h1 class="jobSectionHeader"> 
About us</h1>
PocketRN is the first telehealth startup built specifically for nurse-led care, with a mission to close the gap between home and healthcare by enabling patients to meet virtually with specialized nurses. We have a phenomenal team (ex-Qualtrics, Stanford Healthcare, Intermountain, Team Select, etc.) and an exceptional investor group of healthcare-focused VCs and former and current CEOs of top public healthcare companies.<h2 class="jobSectionHeader">
About the Role:</h2>
The Intake &amp; Engagement Specialist plays a critical role in delivering a seamless onboarding experience for patients participating in the GUIDE program. This role owns the early-stage patient journey, ensuring patients and caregivers are successfully onboarded, informed, and prepared for clinical care.
This position combines patient engagement, intake coordination, and operational execution. The Intake &amp; Engagement Specialist conducts onboarding calls, collects and verifies patient information, coordinates next steps, and ensures all required documentation is complete for clinical readiness.
This role directly impacts patient experience, program engagement, and speed to care, requiring strong communication skills, attention to detail, and the ability to manage multiple workflows simultaneously.<h2 class="jobSectionHeader"> 
Key Responsibilities:</h2><h3 class="jobSectionHeader">
Patient Intake &amp; Engagement</h3><ul><li>
Conduct onboarding calls with GUIDE patients and/or their caregivers to introduce the program, answer questions, and guide them through the intake process.</li><li>
Build trust with patients and caregivers by providing clear, empathetic, and accurate communication.</li><li>
Collect, verify, and document essential patient information during intake interactions.</li><li>
Complete intake questionnaires and ensure all required onboarding steps are fulfilled.</li><li>
Coordinate scheduling of assessments and next steps with the clinical team.</li></ul><h3 class="jobSectionHeader">
Partner &amp; Team Collaboration</h3><ul><li>
Partner with the Partner Relationship Team to align on patient-specific and partner-specific needs.</li><li>
Share updates on intake progress, documentation gaps, and patient readiness.</li><li>
Collaborate with clinical teams to ensure a smooth transition from intake to care delivery.</li></ul><h3 class="jobSectionHeader">
Documentation &amp; Intake Coordination</h3><ul><li>
Ensure patient data, intake forms, and documentation are accurately recorded and updated in systems.</li><li>
Maintain up-to-date patient records that reflect intake progress and assessment readiness.</li><li>
Follow up with patients, caregivers, or partners on missing documentation or required information.</li><li>
Ensure all required documentation is complete prior to clinical handoff.</li></ul><h3 class="jobSectionHeader">
Operations &amp; Process Management</h3><ul><li>
Leverage internal tracking dashboards to manage patient intake progress and status.</li><li>
Ensure adherence to service level agreements (SLAs) for intake steps and flag delays proactively.</li><li>
Maintain real-time visibility into patient status, identifying and escalating delays when needed.</li></ul><h3 class="jobSectionHeader">
Additional Responsibilities</h3><ul><li>
Provide suggestions for process improvements and help maintain documentation related to intake workflows.</li></ul><h3 class="jobSectionHeader">
Success Metrics for the Role</h3>
Performance in this role may be evaluated based on:<ul><li>
Time from initial contact to completed onboarding</li><li>
Patient engagement and onboarding completion rates</li><li>
Documentation completion rate</li><li>
Accuracy of patient records and intake documentation</li><li>
Patient and caregiver experience during onboarding</li><li>
Reduction in delays caused by missing information</li></ul><h3 class="jobSectionHeader">
Key Qualifications:</h3><ul><li>
1&ndash;3 years of experience in healthcare, patient intake, care coordination, customer success, or similar roles.</li><li>
Associates degree and/or 5+ years experience</li><li>
Experience in patient-facing roles, such as intake coordination, care navigation, or customer/patient support.</li><li>
Experience supporting intake workflows, scheduling, referrals, or onboarding processes is highly valued.</li><li>
Strong communication and organizational skills, particularly in patient-facing scenarios.</li><li>
Ability to prioritize multiple tasks and manage a fast-paced workload.</li><li>
Comfortable using digital platforms for tracking, scheduling, and CRM tools (experience with HubSpot and/or Athena is beneficial but not required).</li><li>
A proactive, solution-oriented mindset and the ability to think critically when facing challenges.</li></ul><h3 class="jobSectionHeader">
Benefits</h3>
We feel it is essential to invest in benefits that enable our employees to live healthy and full lives, including:<ul><li>
Unmatched opportunity for professional development and career growth</li><li>
Ability to work from the comfort and convenience of your home. We are a fully remote company.</li><li>
Generous PTO and unstructured work hours.</li><li>
Highly competitive health, vision, and dental insurance coverage for a startup at our stage.</li><li>
Equity allocation.</li></ul></div>

Intake and Engagement Specialist

OneAmerica Financial Partners, Inc

<div>At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!

Job Summary

The Customer Engagement Specialist is responsible for interacting with a sense of urgency and empathy. Our Specialists are there when our customers need us most by delivering a level of customer service that exceeds their expectations. The Specialist will interact directly with our participants, beneficiaries and internal partners on behalf of OneAmerica Financial and its subsidiary companies on the telephone and through email.

The Specialist will provide a point of contact for the client, ensuring they are heard through active listening, an outside in perspective, and driving one-call resolutions. More specifically, the position adds value to the organization by directly supporting the needs and requests of our customers.

What You&rsquo;ll Do:
<ul>
<li>Utilize EWA (Empowerment with Accountability) to assist our participants, beneficiaries and support internal partners.</li>
<li>Manage inbound calls for inquiries involving web technical support, demographic changes and various inquiries in regards to retirement pension plans.</li>
<li>Identify client needs, clarify information, research every issue, and provide &ldquo;one-call&rdquo; resolution and/or alternative.</li>
<li>Collaborate with stakeholders to improve the customer&rsquo;s experience.</li>
<li>Managing incoming volumes to maintain both service and quality goals.</li>
<li>Submit transactional service requests and assist clients.</li>
<li>Coordinate with support functions to ensure client requests are handled timely.</li>
<li>Manage escalations and the associated communication required.</li>
<li>Based upon feedback provided, identify opportunities for improvement.</li>
</ul>
What You Will Need:
<ul>
<li>3-5 years work experience within customer service environment</li>
<li>Prefer 1+ yrs. insurance experience in operations, call center or financial services.</li>
<li>Effective written and verbal communication skills are required.</li>
<li>Proficiency with Microsoft Office and ability to navigate multiple systems is helpful.</li>
<li>Great active listening skills</li>
<li>Strong time management and organizational skills.</li>
<li>Adaptability and flexibility.</li>
<li>Comfortable working in fast-paced environments</li>
<li>Phone skills, including familiarity with complex or multi-line phone systems.</li>
<li>High school diploma or equivalent required</li>
<li>College degree or work experience in lieu preferred.</li>
</ul>
Salary Band: 02A

#LI-SC1

This selected candidate will be expected to work fully remote. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.

Consistent with applicable pay transparency laws, we disclose the compensation range for this position: $21.16 - $28.25 hourly. Actual compensation will be determined by factors such as education, experience, geographical location, and other job-related factors permitted by law. In addition to base pay, this role is eligible for an annual incentive program.

We offer a comprehensive total rewards package designed to support you both at work and at home. Full‑time and part‑time associates working 30 or more hours per week are generally eligible for benefits, including but not limited to:
<ul>
<li>Medical &amp; prescription, dental, vision insurance</li>
<li>Health Savings Account &amp; Flexible Spending Accounts</li>
<li>Paid Time Off</li>
<li>10 weeks 100% paid parental leave (after completing 12 months of employment)</li>
<li>401(k) Plan with company match</li>
<li>Pension Plan</li>
<li>Company paid life &amp; disability insurance</li>
<li>Wellness Program &amp; Company paid employee assistance program</li>
<li>Clinic access subject to location* (*Indianapolis, Charlotte, Cincinnati)</li></ul> 


If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.

Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

Disclaimer: American United Life Insurance Company (&ldquo;OneAmerica Financial&rdquo;) is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law.

For all positions:

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.</div>

Customer Engagement Specialist - Retirement Services

Focus Partners Wealth

<div>Position Summary

Focus Partners Wealth is seeking a Client Development Specialist to join our team! Step into a high-energy, collaborative sales environment where driven professionals are passionate about helping clients achieve stronger financial futures. You will engage with high-net-worth individuals who have already expressed interest in Focus Partners Wealth, using thoughtful conversations to understand their goals, introduce tailored solutions, and connect them with our wealth advisor team. In this role, you'll play a key part in client engagement and onboarding, partnering within the Client Development team to manage digitally sourced opportunities and deliver a seamless, high-quality experience at every stage of the prospect journey.

Primary Responsibilities
<ul>
<li>Engage high-net-worth investors and communicate Focus Partners' value to schedule meetings with advisory teams
</li><li>Manage inbound, marketing-generated pre-qualified leads with urgency and speed-to-engage</li>
<li>Own and enhance outreach strategies to improve conversion and client experience
</li><li>Lead the client onboarding process, coordinating data collection and cross-team workflows
</li><li>Track pipeline activity, onboarding progress, and communications using CRM and internal tools
</li><li>Partner with wealth advisors and client service teams to ensure smooth client transitions
</li><li>Identify and implement process improvements to increase efficiency and client satisfaction</li>
<li>Contribute to a collaborative, performance-driven team environment and support team development when needed</li>
</ul>
Qualifications
<ul>
<li>3+ years of professional experience, preferably in financial services or a client-facing role
</li><li>Bachelor's degree required
</li><li>Strong track record of achieving results and driving outcomes
</li><li>Excellent communication skills with the ability to engage and build trust across diverse audiences
</li><li>Persuasive and confident in influencing decisions
</li><li>Highly organized with the ability to manage multiple priorities and workflows
</li><li>Proactive, resilient, and committed to continuous learning and improvement</li>
<li>Strong proficiency with Salesforce (or similar platforms); experience configuring workflows is a bonus</li>
<li>Adaptable team player, comfortable in fast paced, evolving environments with a strategic mindset and commitment to excellence</li>
</ul>
The Client Development Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

#LI-KT1<div>
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For California Applicants: Information on your California privacy rights can be found here

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.</div></div>

Client Development Specialist

Boston Medical Center

<div><div><div><h3 class="jobSectionHeader">Engagement Specialist</h3>
 <div></div><div><div><ul><li>48238
</li> </ul></div><div></div><div><ul><li>1 Boston Medical Center Place, Boston, Massachusetts
</li> </ul></div><div></div><div><ul><li>Part time</li></ul></div></div><div></div><div><div> 
</div>
</div><div>POSITION SUMMARY :
The MVPP Engagement Specialist will play a crucial role in engaging identified multi-visit patients within BMC&rsquo;s Emergency Department. This role will bring skills in patient engagement to build positive relationships, identify goals, and execute plans with the MVPP patient population. The Engagement Specialist should have a passion for working with patients affected by chronic homelessness, substance use disorders, and severe and persistent mental illness. This role requires practicing non-judgmental patient centered care and cultural humility in order to engage an impacted patient population who is often marginalized within the healthcare system.
As part of the Population Health Department&rsquo;s Multi Visit Patient Program, this role will report to the Senior Manager of Behavioral Health, Population Health and work closely with the MVPP Clinical Manager. Work will be completed within the Emergency Department setting and require close collaboration with ED staff. This is a part time position with flexibility in days of the week worked depending on department schedule, which may include non-traditional hours (overnight/second shift).
Position: Multi Visit Patient Program (MVPP) Engagement Specialist
Department: Population Health
Schedule: Part Time (Evening)
ESSENTIAL RESPONSIBILITIES / DUTIES:<ul>
<li>
Engage MVPP patients being seen in the BMC ED utilizing tracking/reporting tools within EPIC as well as rounding in the ED and waiting room</li>
<li>
Build rapport, trust and positive relationships with MVPP patients through collaborative and patient-centered approaches</li>
<li>
Utilizing approaches such as motivational interviewing and coaching, engage patients in identifying unmet needs and care goals</li>
<li>
Execute care management goals identified by patient and MVPP team such as getting ROIs signed, shelter referrals, housing paperwork, that can be accomplished during overnight hours</li>
<li>
Complete timely and through documentation of all patient encounters using template notes within EPIC</li>
<li>
Write thorough &ldquo;end of shift reports&rdquo; about patient encounters for MVPP Clinical Manager and MVPP interns</li>
<li>
Coordinate with ED staff including providers, nurses, and social workers to support MVPP patients, advocating for unique needs of multi-visit patient population when indicated</li>
<li>
Escalate concerns regarding unmet patient population needs and ED workflows to MVPP Clinical Manager and Senior Manager of Behavioral Health, Population Health.</li>
<li>
Act as a representative for the Multi Visit Patient Program during shifts in the ED</li>
<li>
Comply with all data entry, data integrity, and data tracking requirements for BMC</li>
<li>
Must adhere to all of BMC&rsquo;s RESPECT behavioral standards.</li>
</ul>
(The above statements in this job description are intended to depict the general nature and level of work assigned to the employee(s) in this job. The above is not intended to represent an exhaustive list of accountable duties and responsibilities required)
JOB REQUIREMENTS
EDUCATION:<ul>
<li>
HS Diploma (or equivalent) required.
</li><li>Associate or bachelor&rsquo;s Degree in social work, psychology or related human services field is highly preferred.</li>
</ul>
CERTIFICATES, LICENSES, REGISTRATIONS REQUIRED:<ul><li>
License in relevant behavioral health discipline preferred but not required, such as CHW, CARC, LADC, etc.</li></ul>
EXPERIENCE:<ul>
<li>
At least two years of experience working in social services or healthcare setting preferred.</li>
<li>
Personal lived experience with addiction, mental illness, and/or homelessness is valued in this program, but not required.</li>
<li>
Prior experience working with individuals experiencing chronic homelessness preferred</li>
<li>
Prior experience working with individuals impacted by substance use disorders and/or severe and persistent mental illness preferred</li>
<li>
Prior experience working in emergency services setting preferred</li>
</ul>
KNOWLEDGE AND SKILLS:<ul>
<li>
Knowledge of community resources and healthcare systems commonly used by the patient population. Preference for individual with knowledge of Boston area resources specifically.</li>
<li>
Basic knowledge of common mental health diagnoses and skills/passion to engage individuals with untreated and/or symptomatic chronic mental illness</li>
<li>
Basic knowledge of substance use disorders and skills/passion to utilize a person centered and harm reduction focused approach</li>
<li>
Knowledge of homeless services and passion for serving individuals who are unhoused through a non-stigmatizing, patient-centered approach.</li>
<li>
Understanding of the social determinants of health impacting this patient population and importance in addressing them (housing, food insecurity, transportation, etc.).</li>
<li>
Ability to practice cultural humility and desire to work with diverse, multi-cultural and multi-lingual populations and colleagues</li>
<li>
Strong interpersonal skills and ability to communicate in a courteous, pleasant and professional manner with healthcare providers, patients and families, general public, staff members, external agencies, and other organizational leaders.</li>
<li>
Ability to work independently and to make decisions based on established policies and procedures.</li>
<li>
Proficient oral and written English communication skills.</li>
<li>
Bi-lingual and/or bi-cultural candidates preferred</li>
<li>
Intermediate Microsoft Office suite experience (i.e. MS Word, Excel, Access, Outlook)</li>
<li>
Experience using an electronic health record preferred</li>
</ul>
Compensation Range:
$0.00- $0.00
This range offers an estimate based on the minimum job qualifications. However, our approach to determining base pay is comprehensive, and a broad range of factors is considered when making an offer. This includes education, experience, skills, and certifications/licensures as they directly relate to position requirements; as well as business/organizational needs, internal equity, and market-competitiveness. In addition, BMCHS offers generous total compensation that includes, but is not limited to, benefits (medical, dental, vision, pharmacy), discretionary annual bonuses and merit increases, Flexible Spending Accounts, 403(b) savings matches, paid time off, career advancement opportunities, and resources to support employee and family well-being.
NOTE: This range is based on Boston-area data, and is subject to modification based on geographic location.
Equal Opportunity Employer/Disabled/Veterans
According to the FTC, there has been a rise in employment offer scams. Our current job openings are listed on our website and applications are received only through our website. We do not ask or require downloads of any applications, or &ldquo;apps&rdquo; job offers are not extended over text messages or social media platforms. We do not ask individuals to purchase equipment for or prior to employment.</div></div></div></div>

Engagement Specialist

Thrivent

<div>The Senior Engagement Leader, Virtual Advice (SEL) is an experienced professional who provides leadership, strategy development and execution of engagement offerings, relationship development, and support to Virtual Advice Advisors through coaching, training, and business development efforts. 
 
The SEL brings Thrivent&rsquo;s Community Impact programs and resources to life in growth hub markets and throughout the entire Virtual Advice channel. By working with Virtual Advice advisors, Virtual Advice leaders, COE partners, and TAG Engagement Teams, they bring Thrivent&rsquo;s financial clarity and generosity resources into action in local communities.
 
The SEL demonstrates proficiency at providing training, consultation, and resources to new, experienced, and transitioning (Path to Field) Virtual Advice advisors, resulting in deepening relationships with existing clients, increasing the utilization of membership benefits, and leveraging client experience offerings. They build engagement strategies both in partnership with local engagement teams and uniquely for the Virtual Advice channel. 
 
They build partnerships with community organizations, churches, and local non-profit and business networks to strengthen Christian communities and grow awareness and connection to Thrivent. They are proficient with the systems, processes, and playbooks for the execution of the Engagement Leader role, supporting a consistent and reliable advisor experience.
 
 
The SEL exhibits best practices in all areas of the Engagement Leader role so they can be a leader and role model, coaching others in the role. They are recognized as a strong leader and partner by their aligned sales channel colleagues, demonstrated through appropriate integration into the business functions of the market such as leadership meetings, market meetings and community partnerships. They demonstrate willingness to take on stretch assignments to contribute to the matrix work within Growth and Generosity, Distribution and other prioritized Enterprise initiatives or partners. 
<div><div>DUTIES &amp; RESPONSIBILITIES:</div></div><div>
This role entails strategic execution of three main areas:</div><div><div><ul><li>
Drive Impact</li></ul></div><div><ul><li>
Increase awareness of Membership programs with clients and communities. Partner with advisors to help them raise awareness of Thrivent with their clients and communities by leveraging Membership programs.</li><li>
Develop and activate strategic partnerships with organizations in the region(s), including churches, non-profits, and business networks to build opportunities for engagement.</li><li>
Align impact strategies with growth strategies of the field by partnering with field leaders to develop and deliver integrated strategic plans tailored to growth markets and individual practice growth priorities.</li><li>
Develop centers of influence relationships in communities to grow awareness of Thrivent and opportunities to join the movement.</li></ul></div><div><ul><li>
Deliver Value to Clients</li></ul></div><div><ul><li>
Build engagement plans which help Thrivent clients connect with the activities of the Thrivent Member Network</li><li>
Leverage Membership programs to build client engagement strategies to deepen client engagement and growth.</li><li>
Activate members to become advocates of Thrivent.</li></ul></div><div><ul><li>
Grow Sales</li></ul></div><div><ul><li>
Build engagement strategies in partnership with field leaders with input from Thrivent Member Network board to grow prospective members who are more aware of Thrivent and connect them to membership with Thrivent through the Thrivent Member Network and Membership programs.</li><li>
Invest Membership resources in ways that grow and engage Thrivent membership.</li><li>
Create and execute strategic plan for Thrivent Member Network resulting in growth of membership.</li><li>
Integrate Thrivent enterprise growth priorities into engagement strategies &ndash; for example, new program rollout, sharing career opportunities, promoting enterprise resources such as Thrivent Charitable, Money Canvas, Thrivent Bank, etc.</li></ul></div><div> 
 </div></div><div><div>This role may interact with:
</div><div><ul><li>Field Leaders</li><li>
Advisor Group Operations Leaders</li><li>
Experienced advisors</li><li>
Marketing leaders</li><li>
Membership leaders</li></ul></div></div><div><div> 
QUALIFICATIONS &amp; SKILLS:</div></div><div><div>
 Required:</div><div><ul><li>
Bachelor&rsquo;s degree or commensurate experience</li><li>
5-7 years in an engagement role or related experience</li><li>
Excellent communication skills</li><li>
Experience and comfort with presenting, and facilitating meetings</li><li>
Exceptional planning/organizing skills including proficiency with Microsoft Office tools and CRM tools (Salesforce)</li><li>
Ability to travel up to 50% and ability to flex- schedule to work evenings and weekends occasionally</li><li>
Remote, hybrid work with in-person meetings</li><li>
Must have proper home office environment to conduct remote work. This includes suitable high speed internet to conduct the business of the role.</li></ul></div></div><div><div>
Preferred:</div><div><ul><li>
Knowledge of the financial services industry</li><li>
Experience collaborating in a matrix organization</li><li>
Knowledge of small business strategy and marketing</li><li>
Enthusiasm for building relationships and networking</li></ul></div></div> 
Pay Transparency 

Thrivent&rsquo;s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $85,613.00 - $115,830.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. 

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. 

The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent&rsquo;s plans/policies are subject to change at any time at Thrivent&rsquo;s discretion. 
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
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Sr Engagement Leader

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