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Let’s do great things, together! About Moda Founded in Oregon in 1955, Moda is proud to be a company of real people committed to quality. Today, like then, we’re focused on building a better future for healthcare. That starts by offering outstanding coverage to our members, compassionate support to our community and comprehensive benefits to our employees. It keeps going by connecting with neighbors to create healthy spaces and places, together. Moda values diversity and inclusion in our workplace. We aim to demonstrate our commitment to diversity through all our business practices and invite applications from candidates that share our commitment to this diversity. Our diverse experiences and perspectives help us become a stronger organization. Let’s be better together. Job Summary Provides phone, email and chat-based customer service to members of certain Performance Guarantee (PG) and Moda 360 groups by analyzing caller’s needs and providing timely and accurate responses. Answers inquiries from policyholders, members, agents, providers, hospitals, pharmacists, dentists and others regarding a wide variety of issues and questions related to a member’s benefits and health program options. This position requires staff to be flexible with their work schedule to meet the client’s needs. This is FT WFH role. Pay Range $21.30 – $23.96 hourly. Actual pay is based on qualifications. Applicants who do not exceed the minimum qualifications will only be eligible for the low end of the pay range. Please fill out an application on our company page, linked below, to be considered for this position: https://j.brt.mv/jb.do?reqGK=27780727&refresh=true Benefits Medical, Dental, Vision, Pharmacy, Life, & Disability 401K- Matching FSA Employee Assistance Program PTO and Company Paid Holidays Requirements: High school diploma or equivalent. Ability to complete training as a Customer Service Representative with Moda Health. Claim processing experience, prior customer service experience or other related experience such as medical/dental office or pharmacy preferred. Practical knowledge of medical, dental and/or pharmacy terminology desired. Knowledge of diagnosis and procedure coding helpful. Excellent oral and written communication skills. Ability to interact professionally, patiently, and courteously with customers over the phone and in writing. Excellent analytical, problem solving and decision-making skills. 10-key proficiency of 105 kpm net on a computer numeric keypad. Type a minimum of 25 wpm net on computer keyboard. Ability to work well under pressure in a complex and rapidly changing environment. Ability to maintain excellent attendance and punctuality. Maintain confidentiality and project a professional business presence. Ability to work with multiple applications across multiple monitors at once and learn new applications as needed. Experience using Microsoft Office products including Outlook, OneNote and Teams. Experience with TriZetto Facets helpful. Ability to learn independently and take initiative to constantly improve skills. Though open to both internal and external candidates, internal candidates must be Fully Meeting performance expectations in their current position. Exceeding in Accuracy and Customer Service Skills is preferred. Complete Effortless Experience training and certification after hire. Primary Functions Applicants will handle either medical, dental or pharmacy inquiries or a combination of two of these, depending on existing skills and training. Opportunity for promotion to Health Navigator II upon learning all three lines of business. Answer medical, dental and/or pharmacy claim, authorization and benefit questions from customers on specific groups. Provide solutions to problems, confirm eligibility and explain benefits and plan coverage. Handle inquiries received via phone, email, voicemail and/or online chat. Respond to members via phone, online chat, SMS and email. Complete detailed research and follow-up as needed. May include use of multiple resources, contact with internal departments and multiple phone calls to providers, pharmacies and other carriers to resolve a situation completely. Work with internal departments via email, phone or meetings to resolve member issues and ensure clear communication of the member’s needs. Repeatedly analyze situations and communicate effectively in a fast-paced environment that includes working with frustrated or angry callers. Use the Moda 360 Navigator Console to review recommended health actions and programs, recommend programs based on personalized member data and assist members in understanding and setting up programs or completing recommended health actions. Use multiple resources simultaneously to research member issues. These could include Facets, Benefit Tracker, Content Manager, eviCore portal, Navitus, CoverMyMeds, Moda 360 Navigator Console and other internal and external websites depending on the line(s) of business. Provide complete and accurate information in a professional manner both verbally and in writing. Talk on the phone or respond via chat while simultaneously researching the caller’s questions and documenting the interaction. Apply mathematical skills to determine correct benefit and claim information and manually calculate and update dental incentive levels when needed. Exercise judgment, initiative, and discretion with confidential and sensitive subject matter. Provide thorough resolution when at all possible for members by using critical thinking skills, extending yourself and reducing effort on the part of the caller. This could include reaching out to internal and external sources (including service providers) to assist in resolving the issue for the member and making multiple follow-up calls to the member until the issue is resolved. Perform related duties: Review, update and become familiar with new and revised benefit information. Build and maintain proficiency in claim processing procedures to determine whether a claim was processed or adjusted correctly. Communicate reasoning to callers in language appropriate to the caller’s experience level. Request claim adjustments required due to processing or configuration errors or new information and determine which incorrect processing is the result of a configuration error versus a processing error. When a configuration error is encountered, communicate with leadership to have it corrected. Identify confusing or incomplete information in all internal and external resources, plan documents and member communications and make suggestions for improvements. Update and enter primary care physician selections based on plan benefits (medical only). Complete provider searches that may include calling several providers to locate providers who are in-network, available and meet the member’s care needs. Work with internal departments to help resolve member gaps in care when possible, including work with the Healthcare Services or Pharmacy teams on exceptions and authorizations for those trained in medical

INNERGY is transforming the woodworking industry with purpose built, cloud based ERP software designed exclusively for custom manufacturers. Our platform helps businesses operate smarter, faster, and more efficiently while seamlessly connecting design, production, and delivery for teams creating architectural millwork, cabinetry, and casework. What truly sets INNERGY apart is our people. Founded in 2016, we are a globally distributed team of 200 plus professionals united by deep software expertise and a shared passion for solving meaningful, real world problems. We value collaboration, creativity, and ownership, and we are intentional about building not only powerful products, but also a culture where people feel supported, heard, and inspired to do their best work. With strong momentum and the recent acquisition of Microvellum, a trusted leader in design to manufacturing solutions for the woodworking industry, INNERGY is entering an exciting new phase of growth. This combination expands our capabilities, deepens our industry impact, and accelerates our vision of delivering a truly connected, end to end platform for custom manufacturers. As we scale thoughtfully and bring together top talent and new perspectives, this is a unique opportunity to join a company where your work will have visible impact, your ideas will help shape decisions, and your contributions will play a meaningful role in defining the future of a fast evolving product, team, and industry. Job Description The Customer Success Manager (CSM) is responsible for helping Microvellum and INNERGY Engineering customers realize the full value of their investment. Acting as a trusted advisor, the CSM builds strong customer relationships, drives product adoption, supports long-term business outcomes, and works proactively to maximize customer retention and growth. This role partners closely with Professional Services, Technical Support, Sales, and Product to ensure customers have a seamless experience throughout their lifecycle. Success is measured by customer satisfaction, product adoption, renewals, expansion opportunities, and the ability to create raving fans. What You’ll Do Serve as the primary post-implementation relationship owner for a portfolio of Microvellum and INNERGY Engineering customers. Develop trusted advisor relationships with executive sponsors, administrators, engineers, and end users. Drive customer adoption through strategic business reviews, success planning, training recommendations, and proactive engagement. Monitor customer health, identify risks, and develop action plans to improve customer outcomes and retention. Partner with Technical Support and Professional Services to coordinate issue resolution and advocate for customer needs. Identify opportunities for additional training, consulting, products, and services that help customers maximize their investment. Collaborate with Sales on renewal and expansion opportunities while ensuring a seamless customer experience. Capture customer feedback and partner with Product to influence future enhancements. Maintain accurate customer health metrics, account plans, and activity within CRM. Champion the voice of the customer across the organization. What Success Looks Like High customer retention and renewal rates. Strong adoption of Microvellum and INNERGY Engineering solutions. Excellent customer satisfaction (CSAT) and relationship health. Accurate forecasting of customer risk and growth opportunities. Consistent executive engagement and strategic account planning. Customers who become advocates for Microvellum, INNERGY Engineering, and INNERGY. Qualifications 3+ years of Customer Success, Account Management, Professional Services, or related SaaS experience. Experience managing a portfolio of B2B customers. Strong consultative communication and relationship-building skills. Ability to manage multiple customer priorities in a fast-paced environment. Excellent problem-solving and project coordination abilities. Experience with CRM platforms such as HubSpot, Salesforce, or similar. Bachelor’s degree or equivalent experience preferred. Preferred Qualifications Experience in woodworking, millwork, cabinetry, manufacturing, CAD/CAM, ERP, engineering software, or construction technology. Knowledge of Microvellum, INNERGY Engineering, or similar manufacturing and engineering software solutions. Experience conducting executive business reviews and customer success planning. Background partnering with implementation or technical teams. Additional Information All your information will be kept confidential according to EEO guidelines. Accessibility & Work Environment INNERGY is committed to fostering an inclusive and accessible workplace. We support reasonable adjustments for individuals with disabilities in accordance with applicable laws. If you require any accommodations during the recruitment process or in your role, please let us know. This role is primarily computer-based and may involve extended periods of screen time and frequent communication through digital tools. Work may be performed remotely or in an office setting, depending on the role and location. We prioritize employee wellbeing, flexibility, and a safe, supportive work environment across all regions. Equal Opportunity Employer INNERGY is an Equal Opportunity Employer that values diversity at every level of the organization. We are committed to creating a workplace free from discrimination and harassment. All qualified applicants will be considered without regard to race, color, religion, sex, age, sexual orientation, pregnancy, gender identity or expression, national origin, disability, veteran status, or any other protected characteristic under applicable law. Location Eligibility Notice This is a U.S.-based remote role. Due to current regulatory requirements, we are only able to consider candidates residing in certain U.S. states. Eligible states include, but are not limited to: Texas, Florida, Missouri, Arizona, Indiana, North Carolina, and Wisconsin. At this time, candidates located in California, Colorado, New York, Illinois, Washington, or other states with active pay transparency requirements are not eligible for consideration.

About Lantern Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation’s top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members with a dedicated care team, including Care Advocates and nurses, for the entirety of their care journey, helping them get back to good health, back to their families and back to work. With convenient access to specialists nationwide, Lantern means quality care is within driving distance for most. Lantern is trusted by the nation’s largest employers to deliver care to more than 6 million members across the country. Learn more about us at lanterncare.com. About You: You use LOGIC in your decision making and understand that progress is critical to making change. You focus on the execution of your content while balancing a fast-paced environment and you take the time to celebrate both the small & big wins. INCLUSION is a core tenant of your personal beliefs. A diverse and inclusive environment is incredibly important to you. You understand and desire to be a part of a diverse team with different experiences and perspectives & you cherish the differences in each individual that you interact with. You have the GRIT, drive and ambition to tackle big problems. Big problems require big ideas and a team that supports new ideas. You care deeply for your customers are driven to keep HUMANITY in all decisions. Your customers aren’t just the individuals using your product. They are the driving factor in your motivation to make a change. Integrity guides you in life. Focusing on the TRUTH vs. giving people the answers they want to hear. You thrive in a Team Environment. Collaboration is key in innovation and creating change. These pillars of LIGHT are a reminder to our team that we are making a difference by providing guidance and support in navigating the often complex and confusing landscape of healthcare. We hope that through this LIGHT, individuals can find their way to the best care, resources, and support they need to get back to life. If this sounds like you, we would love to connect to speak further about career opportunities at Lantern. Please apply to our role & someone from our Talent Acquisition Team will reach out to help you navigate our interview process. Job Overview The Events Manager will own one of the highest-volume and most operationally complex programs in our events portfolio: a benefit fairs program of 200+ open enrollment events per year, delivered directly to our members. This role demands someone who leads with a customer service mindset- every detail, every touchpoint, and every stakeholder interaction reflects on the Lantern brand and our members’ experience. Beyond the OE program, this role supports internal events as well as our annual client conference. The right person thrives in structured complexity- they build systems, follow through on every detail, and collaborate naturally across teams with competing priorities. This role sits at the intersection of Client Success, Member Marketing, and Growth Marketing Events teams. If you’re someone who finds deep satisfaction in logistics done right, and understands that at this volume, the process IS the product then this is the role for you. Responsibilities: Own the end-to-end planning and execution of 200+ open enrollment benefit fairs annually, including logistics coordination, vendor management, staffing, and on-site support. Build, maintain, and continuously improve scalable systems for the OE benefit fairs program- from swag shipments and ensuring events are fully staffed to post-event reporting and learnings capture. Serve as the primary cross-functional partner across Client Success, Member Marketing, and Growth Marketing Events to ensure each benefit fair meets client expectations and delivers consistent, high-quality member experience. Manage internal corporate events handling venue sourcing, room assignments, logistics, budget tracking, run-of-show, and vendor coordination. Support execution of the annual client conference, contributing to logistics, attendee experience, and on-site coordination. Maintain rigorous pre-event documentation and lead post-event debriefs to capture learnings, flag recurring issues, and drive continuous process improvement. Track and manage event-level budget allocations across the OE program, flagging variances and ensuring spend stays on plan. Proactively manage event calendars, timelines, and internal project tracking in Monday.com, keeping all stakeholders aligned without requiring follow-up. Develop creative activation ideas for our highest-priority client benefit fairs. These will be experiential moments, branded touchpoints, and on-site concepts that help Lantern stand out and elevate the member experience at our VIP clients. Partner with design and marketing teams on event materials, signage, and member communications as needed. Requirements: 3+ years of experience managing high-volume or complex events programs, with demonstrated ability to run multiple event formats simultaneously without sacrificing quality. Proven experience planning and executing internal corporate events including venue sourcing, logistics, and on-site execution. Exceptional attention to detail and a process-first mindset; you think in checklists, timelines, and contingency plans. Strong cross-functional collaborator with the ability to manage competing stakeholder priorities across multiple internal teams. Comfortably analyzing event performance data and translating results into actionable improvements. Proficiency in project management tools, preferably Monday.com; familiarity with HubSpot and Salesforce is a plus. Ability to thrive in a fast-paced, high-volume environment with shifting priorities and tight deadlines. Willingness to travel and work flexible hours, especially during peak OE season. Bonus If You Have: Experience in employer healthcare, employee benefits, or HR tech Background building scalable multi-event programs from the ground up Experience working directly with client success or account management teams in a B2B environment Experience hiring 3rd party contracted staff to work events Strong Candidates Will: Bring ownership mentality to the OE benefits fair program, knowing the details cold, catching problems early, and closing loops without being asked. Navigate cross-functional complexity with ease, building trust with Client Success, Member Marketing, and Growth Marketing stakeholders who all have a stake in program outcomes. Build and refine systems that make 200+ events feel manageable- documentation, templates, ROI tracking,

**Written by Dorian Sabitov and Antonina Kharchenko Once authentication and connectivity are stable, the next class of issues in a QuickBooks sync with Salesforce typically centers around customer identity.  This is where many integrations start to cause visible, business-level breakage: duplicate customers, invoices that won’t sync, or transactions attached to the “wrong” account. Unlike auth issues, these problems are felt immediately by finance teams and tend to compound over time. What the Problem Looks Like in Practice The same symptoms appear repeatedly: Invoice creation fails with errors such as “You must specify a customer” or “Business Validation Error: Duplicate Name Exists”, even though the corresponding Salesforce Account exists and appears valid from a CRM perspective. Multiple QuickBooks Customers created for what the business considers a single customer. Invoices are syncing successfully, but appearing under an unexpected customer record in QuickBooks. Account merges in Salesforce are silently breaking historical invoice relationships. From the Salesforce side, this often looks like “the connector is unstable.” From an accounting perspective, it appears the CRM data cannot be trusted. Why It Happens Customer identity assumptions break because Salesforce and QuickBooks solve different problems with their customer models. In Salesforce: Accounts are often hierarchical Naming is flexible Records evolve as part of sales and account management processes In QuickBooks: Customers are accounting entities Names must be unique within a company Identity stability matters more than hierarchy or reporting convenience Synchronization logic in a typical Salesforce-QuickBooks integration usually attempts to address this discrepancy using heuristics: most often name-based matching or “find-or-create” logic. That approach works only until two Salesforce Accounts share a similar name, a customer is renamed, billing entities diverge from CRM structure, or historical data is imported without a deterministic key. At that point, the integration can’t reliably decide whether to match, create, or reject a customer, and QuickBooks returns a validation error. Customer mismatches are particularly damaging because they disrupt future transactions. Once a duplicate customer exists in QuickBooks: future invoices may attach to the wrong record payment history becomes fragmented reconciliation requires manual intervention reversing the damage often means re-keying or re-linking historical data What started as a single failed invoice quickly becomes an ongoing data hygiene problem. How to Fix It The reliable fixes here are architectural, not connector-specific. 1) Make customer ownership explicit.  Decide and enforce where customer records are created and updated. Bi-directional customer creation without strict rules almost guarantees duplicates. 2) Use deterministic identifiers, not names. Name-based matching should be a last resort. A stored QuickBooks Customer ID (or equivalent external ID) in Salesforce enables updates to safely target the same record instead of creating duplicate customers. 3) Separate resolution from creation logic. Before creating a customer, integrations should explicitly attempt resolution in a predictable order (exact ID – external key – controlled search). Skipping this step is how “customer required” errors turn into duplicate explosions. Why This Matters in Production Customer identity issues are among the most visible and disruptive failure modes in QuickBooks and Salesforce integration. Unlike connectivity problems, they surface immediately in financial workflows and tend to compound over time as duplicates and mismatches accumulate. Next, we examine a different class of failure: product, pricing, and line-item semantics drift between Salesforce and QuickBooks, creating invoices that sync successfully but are financially incorrect. Antonina Kharchenko is a Salesforce Admin with six certifications and a 2-Star Ranger on Trailhead. She works with Salesforce systems, automation, and process improvement, and enjoys turning her day-to-day experience into useful articles. Dorian Sabitov is a 4x Certified Salesforce Administrator and Developer with extensive experience in customizing Salesforce to the client’s needs. He started his journey in IT as a CRM admin and kept his focus on the Salesforce ecosystem. He loves exploring new integrations in Salesforce and spotting alternative ways to optimize business processes inside the CRM. He is currently working as a full-time Salesforce developer and contributing content to the SFApps.info educational portal.

Salesforce CPQ originated as a managed package built by SteelBrick in 2010 and was later acquired by Salesforce in 2015. It has since become one of the most widely adopted tools for automating product configuration, pricing logic, and quote generation, often appearing on lists of  the best CPQ for Salesforce The post Salesforce CPQ End of Life? Choose Between Revenue Cloud and CPQ Alternative appeared first on Automation Champion.

Last Updated on July 6, 2026 by Rakesh Gupta When a Booking Link Is Not Enough The search for appointment scheduling software Salesforce teams can use starts with a simple goal: let people book meetings faster. But inside Salesforce, the booking itself is only one part of the process. External The post Best Appointment Scheduling App for Salesforce: Tools for Meeting Routing and Booking appeared first on Automation Champion.