<p>Job Summary</p><p>The Tax Sales Representative will focus on identifying and securing new clients, promoting tax preparation and resolution services, and achieving sales targets. This role requires a proactive individual with strong knowledge of tax laws, tax resolution processes, and excellent sales skills to deliver tailored solutions to clients.</p><p>Key Responsibilities</p><ul><li>Identify and pursue new business opportunities through prospecting, cold calling, networking, and referrals in the tax and financial services sector.</li><li>Build and maintain strong relationships with clients, understanding their tax-related needs and offering customized solutions for tax preparation and resolution.</li><li>Present and explain tax services, including tax resolution (e.g., offers in compromise, installment agreements, penalty abatement), to prospective clients.</li><li>Negotiate pricing, service agreements, and terms to close deals while ensuring client satisfaction and compliance with tax regulations.</li><li>Meet or exceed monthly and quarterly sales quotas and performance metrics.</li><li>Collaborate with the tax advisory team to ensure seamless delivery of services and client satisfaction.</li><li>Maintain accurate records of sales activities, client interactions, and pipeline status in the CRM system.</li><li>Stay informed on changes in tax laws, IRS regulations, and industry trends to provide accurate and relevant solutions.</li><li>Provide ongoing support to clients, addressing tax-related concerns and facilitating resolutions with the IRS or state tax authorities.</li></ul><p><br></p>
<p>We are looking for a dedicated Sales Support Administrator to manage and grow relationships with key clients in the food manufacturing industry. Based near Rosemont, IL this role involves working closely with customers across the foodservice and retail sectors to ensure satisfaction and drive revenue growth. If you have a strong background in customer service and supply chain management, we encourage you to apply. This position is 100% on-site. This position requires travel to client, tradeshows and conferences.</p><p><br></p><p>Responsibilities:</p><p>• Oversee a portfolio of national accounts, ensuring client needs are met and relationships are strengthened.</p><p>• Build and nurture strong partnerships with customers in both foodservice and retail markets.</p><p>• Identify opportunities for growth within accounts and negotiate favorable terms to increase revenue.</p><p>• Analyze market trends and commodity prices to guide strategic pricing and contract decisions.</p><p>• Collaborate with internal teams to ensure smooth supply chain operations and resolve any logistical challenges.</p><p>• Address customer inquiries promptly through email and phone, providing effective solutions and support.</p><p>• Maintain accurate records of customer contracts, quotes, and invoices to ensure seamless account management.</p><p>• Lead regular meetings with clients to discuss performance metrics and address any concerns.</p><p>• Proactively implement strategies to enhance customer retention and satisfaction.</p>
<p>We are seeking a Licensing Coordinator for a role based in Monticello, Minnesota. This onsite role offers a contract to hire employment opportunity.</p><p><br></p><p>The objective of this role is to ensure the agent contracting process is as smooth and efficient as possible for our agents from start to finish. As a licensing specialist, you will execute professionalism while providing top notch customer service and work to find and create efficiencies<em>. </em>This is an amazing opportunity to join our team in a much-needed position. </p><p> </p><p>Whether you are familiar with the insurance background or not, your enthusiasm, motivation, and interest in becoming part of our well-established and positive work environment, makes you an ideal candidate. </p><p>We value your hard work and dedication to this position, and you can be confident that the opportunities for growth within the corporation will continue to arise. </p><p><strong> </strong></p><p><strong>Primary Responsibilities: </strong></p><ul><li>Generate and process contracting applications and other required forms for submission on all new and existing agents and agencies within Simplicity.</li><li>Completes routine follow-up on submitted agent contracting paperwork to ensure proper processing.</li><li>Assist with agent updates, contract changes, while proactively looking for ways to streamline the process to make it as smooth as possible for the agent.</li><li>Applies sound insurance knowledge regarding products and services, troubleshooting issues, and working to resolve in the quickest and most efficient way to best meet agent needs.</li><li>Provide professional correspondence via email and phone</li><li>Work efficiently to meet all service level agreements</li><li>Understand carrier workflows and maneuver carrier websites</li><li>Work closely with team members to meet common goals and assist when able</li></ul><p> </p><p><strong>Qualifications / Requirements: </strong></p><ul><li>Minimum of a High school diploma / GED </li><li>Strong computer skills; able to type 50+ words per minute </li><li>Proficiency in Microsoft Office (Word, Excel) </li><li>Experience with G Suite and Salesforce preferred, not required</li><li>Experience in related position preferred, not required</li></ul><p><strong> </strong></p><p><strong>Core Competencies:</strong></p><ul><li>Ability to provide exceptional customer service</li><li>Effective time management skills</li><li>Ability to prioritize and multitask in a fast-paced environment, and utilize multiple programs simultaneously</li><li>Capable of working both independently and in a team environment</li><li>Excellent organizational skills, attention to detail is a must</li><li>Ability to react to change in a productive and positive manner</li></ul><p><br></p><p><br></p><p><br></p><ul><li>Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <u>roberthalf.gobenefits.net</u> for more information.</li></ul>
<p>Robert Half is partnering with a well-established organization in the Quad Cities to add a <strong>Customer Support Lead</strong> to their growing team. This is a great opportunity for a service-focused professional who enjoys helping others, thrives in a collaborative environment, and is looking to expand their career within customer support.</p><p><br></p><p><strong><u>About the Role:</u></strong></p><p>As a Customer Support Lead, you’ll serve as the first point of contact for customers by handling inbound calls and supporting a wide range of needs. You’ll provide accurate information, resolve issues, and deliver outstanding service while identifying opportunities to connect customers with products and services that fit their goals. This role also serves as a go-to resource for teammates, assisting with escalated inquiries and contributing to process improvements that enhance the overall customer experience.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><p>• Respond to customer inquiries related to accounts, services, and online platforms.</p><p>• Resolve issues with professionalism and efficiency, focusing on first-contact resolution.</p><p>• Build strong relationships with customers, recommending products or services to support their needs.</p><p>• Accurately document interactions while following company and compliance guidelines.</p><p>• Support team members with escalated or complex issues, acting as a subject matter expert.</p><p>• Participate in training, meetings, and continuous learning opportunities.</p><p>• Contribute ideas for service improvements and more efficient workflows.</p><p><br></p><p><strong><u>Why You’ll Love It Here:</u></strong></p><p>• Supportive, team-focused work environment.</p><p>• Opportunities for career growth and skill development.</p><p><br></p><p>If you’re ready to bring your customer service expertise to a respected organization in the QC and take on a leadership role in a dynamic contact center, we’d love to connect with you.</p>
<p>We are seeking a hands-on, strategic, and detail-oriented <strong>Controller</strong> to lead the accounting and financial operations of our government entity. This role is responsible for overseeing all aspects of accounting, financial reporting, and internal controls, while also managing a diverse team that includes accounting staff and customer service representatives. The ideal candidate is an active CPA with a strong ability to communicate financial information to non-financial stakeholders and lead with professionalism and accountability.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Accounting & Financial Management</li><li>Lead all day-to-day accounting operations including general ledger, accounts payable/receivable, billing, and payroll.</li><li>Prepare and present monthly, quarterly, and annual financial statements.</li><li>Ensure compliance with GAAP, GASB, and applicable government regulations.</li><li>Maintain internal controls and ensure the integrity of financial data.</li><li>Be deeply involved in the accounting process—this is a hands-on role.</li></ul><p><strong>Communication & Stakeholder Engagement</strong></p><ul><li>Present financials clearly and confidently to:</li><li>Board of Directors</li><li>Internal teams</li><li>External community stakeholders</li><li>Translate complex financial data into understandable insights for non-financial audiences.</li></ul><p>This role is 100% in office. </p><p><br></p>
<p><br></p><p>Responsibilities:</p><p><br></p><p>• Interface directly with customers to provide day-to-day IT support.</p><p>• Offer MAC support, requiring self-initiative and the ability to follow directions.</p><p>• Travel to different sites as needed to provide support.</p><p>• Maintain an accurate record of customer credit and resolve customer inquiries.</p><p>• Monitor customer accounts and take appropriate action.</p><p>• Provide 'White Glove Support' for Executive members of the client base as needed.</p><p>• Contribute to updating existing processes to streamline support as per business requirements.</p><p>• Provide 2nd level MAC support as well as PC and some infrastructure support.</p><p>• Proactively identify, document and escalate issues and requests to limit downtime and maintain a stable technology desk-side environment.</p><p>• Balance competing priorities and maintain the ability to shift focus quickly in response to critical business and customer needs.</p><p>• Maintain physical inventory of company IT equipment and mobile devices accurately for the site.</p><p>• Support large conference rooms/meetings and their respective technologies including Microsoft Teams Rooms and Crestron meeting rooms.</p>
<p>Are you a compassionate individual who thrives in helping people in need? We are seeking a passionate and customer-focused <strong>Bilingual Call Center Agent</strong> to join our helpline team. This position is an opportunity to make a meaningful difference in the lives of individuals seeking critical support and assistance. The ideal candidate will be fluent in <strong>Spanish</strong> and represent our organization's mission of providing life-changing services to diverse communities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Respond to a high volume of incoming calls on the organization's helpline with professionalism, empathy, and efficiency.</li><li>Provide callers with accurate information about the nonprofit's services and other community resources available to assist in their unique circumstances.</li><li>Conduct outbound follow-ups for ongoing support, program awareness, or case management as needed.</li><li>Serve as a caring and compassionate resource to address emergency situations and de-escalate heightened emotions over the phone.</li><li>Accurately document all interactions in the organization's CRM system or database to ensure seamless service delivery.</li><li>Collaborate with team members and supervisors to provide feedback and suggest improvements to the helpline process.</li><li>Uphold strict confidentiality guidelines and organizational policies when handling sensitive information.</li></ul><p><br></p>
<p>We are looking for a dedicated and detail-oriented Part-Time Receptionist/Sales Support specialist to join our team in Allegan, Michigan. This Contract-to-Permanent position involves providing exceptional customer service, managing order entries, and supporting sales operations effectively. If you have a knack for organization and thrive in a fast-paced environment, we encourage you to apply. This role is 100% onsite, M-F for approximately 4 hours a day.</p><p><br></p><p>Responsibilities:</p><p>• Provide outstanding customer service by addressing inquiries and resolving issues promptly.</p><p>• Accurately enter and process customer orders into the system to ensure timely fulfillment.</p><p>• Support the sales team by managing post-sales activities and ensuring smooth communication with clients.</p><p>• Handle vendor invoices and ensure accurate data entry into the accounting system.</p><p>• Maintain organized filing systems for sales and customer records.</p><p>• Perform receptionist duties, including answering phone calls and greeting visitors.</p><p>• Utilize QuickBooks to manage financial transactions related to sales and vendor invoices.</p><p>• Collaborate with internal teams to streamline order processing and customer support workflows.</p>
We are looking for a dedicated and detail-oriented Customer Experience Specialist to join our team in Elmhurst, Illinois. In this role, you will handle customer interactions, manage inquiries, and ensure smooth order processing to support our operations in the railroad transportation industry. This is a long-term contract opportunity, ideal for someone with a passion for providing exceptional customer service and a knack for building strong relationships.<br><br>Responsibilities:<br>• Prepare accurate and competitive price quotations for both prospective and existing customers.<br>• Process and enter customer orders into the enterprise resource planning system, ensuring all required documentation is attached.<br>• Respond promptly to inquiries about pricing, orders, shipments, deliveries, and invoices, providing accurate and helpful information.<br>• Serve as the primary liaison between customers and internal teams, fostering strong and effective working relationships.<br>• Maintain and update customer and order information in the system, ensuring data accuracy and completeness.<br>• Attend industry meetings and trade association events to stay informed about market trends and opportunities.<br>• Assist with accounts receivable collections by collaborating with customers to resolve outstanding payments.<br>• Identify and report market opportunities while addressing potential challenges that could impact business operations.<br>• Handle incoming calls and direct them to the appropriate team or individual efficiently.<br>• Support administrative tasks such as filing sales order documentation and organizing records.
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p>Responsibilities:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul><p><br></p>
<p><strong>About the Role</strong></p><p>We are seeking motivated and customer-focused Leasing Specialists to join our dynamic team for contract and contract-to-hire opportunities. As a Leasing Specialist, you will be responsible for marketing and leasing residential properties, ensuring high occupancy rates, and delivering outstanding customer service to prospective and current residents. This role requires strong communication skills, a passion for sales, and the ability to create positive relationships with clients.</p><p><strong>Key Responsibilities</strong></p><ul><li>Conduct tours of properties for prospective residents, highlighting features and amenities.</li><li>Respond to inquiries via phone, email, and in-person, providing detailed information about available units.</li><li>Negotiate lease terms and prepare lease agreements in compliance with local regulations.</li><li>Maintain accurate records of leasing activities, applications, and resident communications.</li><li>Collaborate with property management team to ensure units are move-in ready.</li><li>Market properties through online platforms, social media, and community outreach.</li><li>Stay updated on market trends and competitor offerings to maintain a competitive edge.</li><li>Address resident concerns and provide exceptional customer service to enhance resident satisfaction.</li></ul><p><br></p>
<p>We are looking for a Project Assistant with Customer Service and Administrative experience to join our team in the Mechanicsburg area. In this role, you will be responsible for providing exceptional support to customers, project management, data entry and administrative support. This position requires a motivated and detail-oriented individual who excels in communication and thrives in a dynamic work environment.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly and professionally to customer inquiries.</p><p>• Prepare accurate quotations and process sales orders, purchase orders, and invoices efficiently.</p><p>• Coordinate with suppliers and manufacturers to obtain product details, pricing, and availability.</p><p>• Maintain and update customer records to ensure accurate documentation and seamless follow-up.</p><p>• Perform order entry.</p><p>• Collaborate with manufacturers to expedite orders and meet customer deadlines.</p><p>• Support the sales team by tracking orders, managing delivery schedules, and addressing customer requests.</p><p>• Provide technical support, product recommendations, and detailed information to customers.</p><p>• Handle additional administrative tasks to support both sales and service departments.</p>
<p>We are looking for a skilled and detail-oriented <strong><u>Customer Service Specialist to join our team on a contract-to-hire basis in Dallas, Texas</u></strong>. In this role, you will handle customer inquiries and purchase orders with precision while fostering strong relationships through exceptional service. This position offers an opportunity to work in a dynamic environment within the electrical test and measuring instruments industry.</p><p><br></p><p>Responsibilities:</p><p>• Process customer purchase orders accurately and ensure timely entry into the company’s system.</p><p>• Coordinate with various internal teams, including sales, procurement, and logistics, to guarantee order fulfillment and prompt delivery.</p><p>• Address and resolve customer concerns related to order discrepancies, returns, and shipping delays with professionalism.</p><p>• Maintain up-to-date records of customer interactions, transactions, and order details in company databases.</p><p>• Acquire and apply technical knowledge of electrical test and measuring instruments to assist customers effectively.</p><p>• Recommend process improvements to streamline order management and enhance customer satisfaction.</p><p>• Handle email correspondence and multi-browser systems to manage customer accounts and inquiries efficiently.</p><p>• Support connectivity-related issues and troubleshoot customer concerns regarding technical products.</p><p>• Utilize tools such as QuickBooks and Microsoft 365 to manage and report customer data accurately.</p><p>• Deliver exceptional customer service in a fast-paced environment while adhering to company standards.</p>
We are looking for a dedicated Patient Access Representative to join our team in Templeton, California. This contract position involves assisting patients with the coordination of outpatient services, verifying registration details, and handling financial responsibilities. If you enjoy providing exceptional customer service in a healthcare setting, this role offers the opportunity to contribute to the well-being of the local community.<br><br>Responsibilities:<br>• Coordinate outpatient services and programs, ensuring all scheduling and registration steps are completed efficiently.<br>• Collect and verify patients' financial responsibility, including insurance coverage and payment details.<br>• Provide clerical support, including maintaining accurate files and documentation.<br>• Update patient status changes in the computer system to ensure accurate records.<br>• Follow established procedures and guidelines to manage routine tasks effectively.<br>• Assist patients with scheduling appointments and addressing inquiries regarding medical coverage.<br>• Ensure compliance with organizational requirements, including vaccination policies and E-Verify.<br>• Support the team in delivering exceptional care across various medical and outpatient services.<br>• Collaborate with healthcare professionals to ensure seamless patient access and service delivery.<br>• Maintain confidentiality and accuracy in handling sensitive financial and patient information.
<p>We are looking for a dynamic Sales Specialist to join our team in Boca Raton, Florida. In this role, you will play a pivotal part in engaging with clients to ensure satisfaction with subscription services, address inquiries, and drive retention efforts. This position offers an exciting opportunity to contribute to a thriving organization that has experienced significant growth in the market.</p><p><br></p><p>Responsibilities:</p><p>• Handle inbound and outbound customer interactions to address inquiries and ensure satisfaction with subscription services.</p><p>• Provide solutions to clients seeking to cancel or modify their services, utilizing strong communication and negotiation skills.</p><p>• Drive subscription retention and upsell opportunities through a consultative approach.</p><p>• Collaborate with team members to meet or exceed monthly sales and performance targets.</p><p>• Manage client correspondence effectively via email and phone, ensuring timely responses and resolutions.</p><p>• Utilize multiple browser applications and tools to track customer interactions and manage subscription data.</p><p>• Troubleshoot connectivity issues and provide technical support related to subscription services.</p><p>• Develop strong relationships with clients across the U.S., including California and Hawaii, to foster loyalty and trust.</p><p>• Maintain detailed records of customer interactions and ensure compliance with company policies.</p><p>• Participate in training sessions to stay updated on product offerings and industry trends.</p>
<p>We are looking for a <strong>Patient Registration Representative</strong> to join our dynamic Emergency Department team in Litchfield, Arizona. In this <strong>Patient Registration Representative</strong> position, you will play a critical role in ensuring the smooth registration and check-in process for patients, while providing exceptional customer service. The <strong>Patient Registration Representative</strong> role is ideal for individuals who thrive in fast-paced environments and have a background in healthcare or patient registration.</p><p><br></p><p>Responsibilities:</p><p>• Facilitate patient registration and check-in processes for individuals arriving at the Emergency Department.</p><p>• Verify insurance coverage and accurately collect required patient information.</p><p>• Deliver excellent customer service, addressing patient and family concerns effectively.</p><p>• Collaborate with team members to maintain efficiency during high-volume periods.</p><p>• Ensure the accuracy of data entry and maintain comprehensive documentation.</p><p>• Process copayments and deductibles when applicable.</p><p>• Provide support to the emergency department team to enhance patient care.</p><p>• Utilize electronic health record systems to manage patient information and registration.</p><p>• Adapt to the dynamic nature of the emergency department and contribute to team goals.</p>
We are looking for a dedicated Office Services Associate to join our team on a Contract basis in New York, New York. In this role, you will provide essential back-office support, including reprographics, mail services, and hospitality assistance, in both physical and digital environments. This position plays a key role in ensuring smooth operations and delivering exceptional service to clients and internal teams.<br><br>Responsibilities:<br>• Manage reprographics and mail services tasks, ensuring adherence to established procedures and deadlines.<br>• Operate and maintain office equipment, including troubleshooting basic issues and replenishing supplies such as paper and toner.<br>• Maintain accurate logs and records for all office service activities, ensuring proper documentation and tracking.<br>• Communicate effectively with supervisors and clients to address job-specific or deadline-related concerns.<br>• Perform quality assurance checks on completed work to ensure accuracy and client satisfaction.<br>• Prioritize and organize workflow to handle multiple tasks efficiently in a fast-paced environment.<br>• Assist with reception, hospitality, and audio/visual services as needed to support team operations.<br>• Handle sensitive and confidential documents with discretion and professionalism.<br>• Adhere to company and client-specific policies while using resources in a cost-effective manner.<br>• Lift and transport materials weighing up to 50 pounds as part of daily responsibilities.
We are looking for a dedicated Customer Experience Specialist to join our team in Cleveland, Tennessee. In this Contract-to-Permanent position, you will play a pivotal role in ensuring exceptional service delivery and fostering strong relationships with our customers. This role offers the opportunity to work in a fast-paced environment where your skills will directly contribute to the success and reputation of the company.<br><br>Responsibilities:<br>• Respond promptly to incoming customer calls regarding service, maintenance, and repair inquiries.<br>• Coordinate and schedule service appointments, ensuring timely dispatch of technicians to address customer needs.<br>• Provide empathetic and effective solutions to customer concerns, striving to deliver a positive experience with every interaction.<br>• Create and update customer account information in the company’s CRM system to maintain accurate records.<br>• Organize and track service-related data using spreadsheets and administrative tools for efficient record-keeping.<br>• Conduct follow-up activities to ensure all customer issues are resolved to their satisfaction.<br>• Assist with administrative tasks, including billing and reporting, to support the team’s operations.<br>• Prioritize urgent customer requests and adapt workflows to address immediate needs effectively.<br>• Serve as a brand ambassador by maintaining high standards of service quality and professionalism in all interactions.
<p>We are looking for a proactive and detail-oriented Customer Success Specialist to join our team in Maple Grove, Minnesota. In this role, you will serve as the key point of contact for customers, ensuring their inquiries are addressed promptly and effectively. This position offers the opportunity to build strong relationships with clients while managing various administrative and customer service tasks.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with the outside sales team to meet and exceed customer satisfaction goals.</p><p>• Provide accurate and timely information regarding pricing, inventory availability, shipping costs, and delivery schedules.</p><p>• Handle customer inquiries, prepare price quotations, and initiate purchase orders as needed.</p><p>• Process customer orders, changes, and returns in accordance with departmental policies and procedures.</p><p>• Foster positive and attentive relationships with customers to enhance their overall experience.</p><p>• Calculate pricing, discounts, shipping fees, and sales margins with precision.</p><p>• Investigate and resolve customer complaints related to product quality or shipment issues.</p><p>• Identify opportunities to recommend and close additional purchases of products or services.</p><p>• Maintain organized records of orders and ensure customer information in the database is up-to-date.</p>
<p>We are looking for a dedicated Customer Experience Specialist to join a client for a 6-month contract in Overland Park, Kansas. In this long-term contract role, you will play a pivotal part in ensuring customer satisfaction by addressing inquiries, resolving issues, and providing comprehensive support. This position offers an exciting opportunity to contribute to improving customer experiences while collaborating with internal teams to enhance processes.</p><p><strong>This is a Hybrid Opportunity- Monday's and Friday's remote, Tuesday's, Wednesday's, Thursday's in office. 8am-5pm.</strong></p><p><br></p><p>-Establish a working relationship with our customers by communicating via mail, telephone, or personally with customer or company employee by performing the following duties.</p><p>-Serve as a primary contact to clients, merchants and customers providing timely, accurate and comprehensive responses and resolution to common questions and issues regarding supported programs, systems, processes and procedures.</p><p>-Illustrate initiative; proactively contact customers and merchants to address issues (e.g: rejections, disputes, authorizations, technical needs, potential account issues, etc.).</p><p>-Dedicated to actively engage in building rapport with internal and external parties to provide an excellent customer experience resulting in increased program usage.</p><p>-Route escalated requests and unresolved issues to the appropriate team members (e.g.: tier 2 or 3 or Leadership).</p><p>-De-escalate challenging customers, clients or merchants and provide exceptional customer support.</p><p>-Record customer interaction details, comments, and complaints within the CRM system.</p><p>-Required to meet or exceed department metrics, program Service Level Agreements and department Service Level Standards.</p><p>-Provide insight and feedback for client quarterly business reviews and collaborate with team and leadership to create action plans from feedback received from client to improve program satisfaction.</p><p>-Provide feedback and collaborate with other team members to improve training and documentation for processes and procedures.</p><p>-Demonstrate professionalism: Maintain accountability, promote respect, stay work-focused, be punctual, demonstrate positive attitude.</p><p>-Contribute to a culture of excellence by adhering to expectations for metrics and SLAs, participating in ongoing learning sessions and collaborating regularly with the team.</p><p>-Participate in skip level meetings with Leadership to provide team, personal and program feedback; system program and role recommendations for improvements; requests for resources/tools for role, program, and system; effectively communicate needs from Leadership.</p><p>-Accept the need for change and adapt positively to internal and external changes.</p><p>-Provide feedback and assistance for processes and procedures for new program implementations.</p><p><br></p><p>Daily Tasks</p><p>-All expectations consistently demonstrated in an accurate, comprehensive and timely manner.</p><p>-Answer external and internal inquires via phone, email, etc (including, but not limited to: basic data entry, dispute resolution, transaction processing issues, process and procedure questions.</p><p>-Complete account and user updates.</p><p>-Send confirmation/approval communications.</p><p>-Complete account onboarding steps.</p><p>-Create and distribute applicable new launch announce</p>
<p>We are looking for a motivated Sales Representative to join our client's team and drive business growth. This role focuses on building client relationships, identifying opportunities, and achieving sales goals.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Establish and maintain positive relationships with new and existing clients to foster long-term partnerships.</li><li>Actively seek out and pursue sales opportunities in target markets and industries.</li><li>Understand customer requirements and recommend tailored products or solutions to meet their needs.</li><li>Prepare and deliver compelling sales presentations and product demonstrations.</li><li>Negotiate terms and close deals to achieve or exceed sales objectives.</li><li>Work closely with internal teams, including marketing, operations, and customer support, to ensure a seamless client experience.</li><li>Represent the company at trade shows, conferences, and client meetings to showcase products and services.</li></ul><p><br></p>
<p>We are looking for a highly driven Client Outreach Representative to join our team in New York, New York. In this role, you will play a key part in connecting small business owners to tailored solutions that help restructure their financial obligations and enable sustainable growth. If you excel in communication and enjoy making a meaningful impact, this position offers an exciting opportunity to contribute to client success.</p><p><br></p><p>Responsibilities:</p><p>• Conduct outbound calls daily to engage with potential clients and introduce service offerings.</p><p>• Utilize conversation guides and criteria to pre-screen prospects effectively.</p><p>• Identify client challenges and match them with appropriate solutions and product paths.</p><p>• Forward leads to the underwriting team or account executives for further processing.</p><p>• Maintain accurate records of interactions and notes using the designated CRM system.</p><p>• Collaborate with internal teams to ensure seamless client experiences.</p><p>• Stay updated on service offerings to provide accurate and relevant information during outreach.</p><p>• Monitor and assess client feedback to improve outreach strategies and communication.</p><p>• Support the development of outreach campaigns to enhance client engagement.</p>
We are looking for an experienced and detail-driven Tax Preparer to join our dedicated services team in Madison, Wisconsin. In this role, you will be responsible for preparing individual federal and state tax returns, ensuring compliance with current tax regulations, and providing tailored solutions to meet client needs. This position offers an opportunity to work both independently and collaboratively in a dynamic and supportive environment.<br><br>Responsibilities:<br>• Prepare accurate federal and state tax returns for individual clients using advanced tax software.<br>• Analyze financial data to recommend personalized tax strategies and optimize client outcomes.<br>• Provide exceptional service by addressing client inquiries and resolving tax-related concerns efficiently.<br>• Stay informed on changes to tax laws and regulations to maintain compliance and deliver high-quality service.<br>• Collaborate with team members to address complex tax issues and develop comprehensive solutions.<br>• Participate in mandatory training sessions to enhance skills and ensure growth.<br>• Utilize tools such as Microsoft Word, Excel, Teams, and Outlook to manage tasks and client communications effectively.
<p>We are seeking a talented and motivated <strong>Sales Support Administrator</strong> to join our team. In this role, you will work closely with clients and internal departments to ensure the smooth operation of sales processes and customer relationships. If you thrive in a collaborative and fast-paced environment, have excellent communication skills, and excel at problem-solving, this opportunity might be perfect for you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle incoming customer inquiries via phone with prompt and professional responses.</li><li>Accurately input sales orders and invoices into QuickBooks software.</li><li>Coordinate and follow up on outstanding invoices to ensure timely payment by collaborating with customers and internal teams such as sales, accounting, and manufacturing.</li><li>Maintain and update customer information using Salesforce.com, leveraging the platform to enhance client relationships and add value.</li><li>Utilize Salesforce.com and other marketing tools to play a vital role in lead generation and opportunity follow-ups.</li><li>Build trust and maintain strong relationships with customers by delivering efficient and effective communication across all organizational levels.</li><li>Foster positive and collaborative relationships within the company’s team to ensure smooth workflow.</li><li>Contribute to setting individual and team performance goals and actively work towards achieving them.</li><li>Adhere to company communication policies and procedures to ensure consistency in interactions.</li></ul><p><br></p>
<p> In this role, you will provide essential back-office support, including reprographics, mail services, and other operational tasks, while ensuring high-quality service delivery. This position requires a proactive individual who thrives in a fast-paced environment and is committed to maintaining client satisfaction.</p><p><br></p><p>Responsibilities:</p><p>• Perform reprographics tasks, mail handling, and intake functions following established procedures.</p><p>• Utilize appropriate logs to track office services work and ensure accurate job ticket completion before starting tasks.</p><p>• Troubleshoot and resolve basic equipment issues, escalating complex problems to supervisors when necessary.</p><p>• Load and maintain machines with paper, toner, and other supplies while adhering to cost-efficient practices.</p><p>• Maintain quality assurance by reviewing your work and that of others to meet high standards.</p><p>• Prioritize and manage workflow to meet deadlines and deliver completed projects on time.</p><p>• Communicate effectively with supervisors or clients regarding project updates, deadlines, or any arising issues.</p><p>• Follow organizational policies and site-specific guidelines to ensure compliance in all tasks.</p><p>• Handle sensitive and confidential documents with discretion and professionalism.</p><p>• Provide assistance in other service areas such as hospitality, reception, and audio/visual support as needed.</p>
