<p>We are seeking a motivated and detail-oriented <strong>Customer Service Representative</strong> to join our team on a<strong><u> contract-to-hire basis in Dallas, TX</u></strong>. The ideal candidate will handle sales orders, purchase orders, and execute comprehensive order management tasks. This position requires strong organizational skills, excellent communication, and a commitment to delivering exceptional customer service.</p>
<p>Robert Half is partnering with a client seeking a <strong>Bilingual Customer Service Representative (English/Spanish)</strong> to join their growing team. This role focuses on assisting customers with inquiries, orders, and account updates while ensuring a positive experience.</p>
The Service Center Agent supports the day-to-day operations, systems and processes related to all Tier 1 support activities globally. This position promotes teamwork and Service Center success by applying outstanding interpersonal, communication and customer service skills.<br> <br>Essential duties and responsibilities include the following. Other duties may be assigned.<br>1. Responsible for answering inbound communications via phone and email, with the possibility of chat and social media, and responding to multi-channel requests/inquiries as prescribed by Service Level Agreements (SLAs) with a high degree of professionalism. <br>2. Daily contact with agencies and consultants, travel industry suppliers, and their respective luxury clientele.<br>3. Execute Tier 1 troubleshooting steps to provide first call resolution when possible.<br>4. Escalate complicated issues to Tier 2 groups as appropriate and monitor their resolutions.<br>5. Work request queue cases in a timely, efficient, and thorough manner ensuring complete documentation of troubleshooting, reproduction steps, plus any measures taken toward resolution.<br>6. Support and educate Virtuoso network in the use of all Virtuoso sales tools, processes, and programs by assisting with general questions related to Virtuoso technology, products, events, and services.<br>7. Contribute to Virtuoso’s knowledge base by documenting processes and drafting “How-To” instructions and FAQs for various recurring tasks. <br>8. Support Virtuoso in promotional campaigns and marketing by executing outbound call campaigns as assigned.<br> <br>Educational and Skills Requirements:<br>• High School diploma<br>• 2-4 years of experience in Service Center environment<br>• 2-4 years of experience in customer service<br>• Excellent verbal and written communications skills in English required<br>• Excellent verbal and written communications skills in Spanish preferred<br>• Experience in travel or hospitality industries highly preferred<br>• Ability to identify solutions based on established processes and procedures <br>• Excellent verbal and written communication skills are required<br>• Proficiency with Microsoft Office, Outlook, CRM, and ticketing/tracking systems required<br>• Organized with the ability to multitask, prioritize, and problem solve required; operational administrative experience a plus<br>• Able to collect and analyze complex information, problem solve, and make decisions <br>• Strong skills in inspiring the win-win-win <br> <br>Travel Requirements:<br>• Travel is rarely required for this position (0-1 trips per year).<br>• Any travel will be entirely domestic.<br> <br>Type/Nature of Contacts:<br>• Internal: Key job contacts are primarily with clerical and technical personnel and managers outside of the job’s immediate work unit/department.<br>• External: Daily contact with vendors, partners, and members (agency owners & advisors).
<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 Field Agent Success Specialist to join our team in Dallas, Texas. In this role, you will be responsible for enhancing the support experience for agents by addressing inquiries, offering solutions, and educating them on product features and benefits. This position is ideal for someone who is a strong communicator, self-driven, and passionate about problem-solving and continuous learning. This is a long-term contract opportunity.<br><br>Responsibilities:<br>• Serve as the primary point of contact for agents, addressing their inquiries and providing tailored solutions.<br>• Collaborate with the Product and Development teams to deliver valuable customer feedback and insights.<br>• Analyze incoming data, including reports and broker information, to identify trends and actionable insights.<br>• Participate in product development discussions to ensure user needs are reflected in the roadmap and initiatives.<br>• Investigate and troubleshoot product issues by testing scenarios and simulating user experiences.<br>• Educate agents on new features and functionalities to maximize their understanding and utilization of the platform.<br>• Maintain and update internal databases by recording critical information and status updates.<br>• Share user feedback and effective solutions with team members to foster continuous improvement.<br>• Promote a culture of exceptional agent experiences within the Integrity Platform Support team.
<p>We are seeking an organized and personable <strong>Front Desk Coordinator</strong> to be the first point of contact for our <strong><u>bustling downtown Dallas office.</u></strong> The ideal candidate will bring professionalism, outstanding communication skills, and a proactive attitude to this dynamic role. As the face of the office, you will provide exceptional customer service while ensuring smooth operations at the front desk.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome all visitors and ensure they are directed to the appropriate person or department in a friendly and professional manner.</li><li>Answer, screen, and direct incoming phone calls efficiently.</li><li>Manage incoming and outgoing mail, packages, and deliveries.</li><li>Maintain the organization and appearance of the reception area, including arranging for maintenance and ensuring a positive first impression for guests.</li><li>Schedule and manage conference rooms, as well as coordinate meeting arrangements when necessary.</li><li>Assist with administrative tasks such as data entry, document preparation, filing, and correspondence.</li><li>Monitor office supply inventory and coordinate reorders to ensure availability.</li><li>Provide support to staff and various departments with special projects as assigned.</li><li>Ensure confidentiality of sensitive client and company information.</li></ul>
<p>Robert Half is seeking a polished and personable <strong>Receptionist</strong> to be the first point of contact for a busy office. You’ll manage the front desk, greet visitors, and provide administrative support to multiple departments.</p>
We are looking for a dedicated and detail-oriented Compliance Officer to join our team on a contract basis in Dallas, Texas. This role is pivotal in ensuring adherence to regulatory guidelines and company policies while managing the firm’s compliance program effectively. The ideal candidate will possess expertise in compliance operations and regulatory management, contributing to the continuous improvement of our existing frameworks.<br><br>Responsibilities:<br>• Monitor company adherence to policies and regulatory guidelines, ensuring compliance with state regulations and other applicable standards.<br>• Oversee and manage the firm’s compliance programs, including reporting requirements and regulatory frameworks.<br>• Conduct assessments and testing of firm activities to identify areas requiring compliance improvements.<br>• Handle regulatory management tasks, including identifying new requirements, addressing inquiries, and preparing for regulatory examinations.<br>• Collaborate on the creation and implementation of efficient workflows for compliance processes, such as marketing material reviews.<br>• Develop initiatives aimed at enhancing compliance awareness across the organization.<br>• Support stakeholders by drafting, reviewing, and revising broker-dealer compliance policies and procedures.<br>• Provide expertise in broker-dealer compliance, leveraging industry knowledge to maintain standards and address challenges.
<p>Our client, a leader in providing document management and process automation solutions, is seeking a dynamic <strong>Inside Sales/Appointment Setter</strong> to join their team on a <strong><u>contract-to-hire basis in Plano, TX.</u></strong></p><p><br></p><p><strong>Position Overview:</strong></p><p>As an Inside Sales/Appointment Setter, you will play a crucial role in generating new business opportunities and building relationships with prospective clients. You will work closely with the sales and marketing teams, reaching out to potential leads, scheduling appointments, and contributing to the success of the organization's growth objectives.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Lead Generation & Prospecting:</strong></p><ul><li>Identify, research, and target potential clients in industries that would benefit from document management and process automation solutions.</li><li>Effortlessly collaborate with the sales team to align strategies for prospect outreach based on target markets.</li></ul><p><strong>Outbound Calls & Engagement:</strong></p><ul><li>Proactively conduct outbound calls to introduce potential clients to the company's innovative solutions.</li><li>Follow up on inbound leads generated by marketing campaigns to build meaningful connections and convert interest into appointments.</li></ul><p><strong>Appointment Setting:</strong></p><ul><li>Schedule meetings or demonstrations for senior sales representatives to present tailored solutions to prospective clients.</li><li>Ensure all appointments are appropriately logged in the CRM system and confirmed with clients.</li></ul><p><strong>Pipeline Management:</strong></p><ul><li>Document all client interactions and maintain up-to-date information on leads in the company CRM system.</li><li>Monitor and nurture leads throughout the sales cycle to ensure follow-through and conversion.</li></ul><p><strong>Knowledge & Training:</strong></p><ul><li>Develop a strong understanding of document management tools and process automation technologies to effectively communicate their value to prospects.</li><li>Continuously stay up to date with industry trends and the competitive landscape.</li></ul>
<p>We are looking for a motivated and results-driven <strong><u>Appointment Setter/Inside Sales Rep to join our team in Frisco, Texas. </u></strong>This position offers an excellent opportunity to grow within a company that specializes in document automation software and services. The role involves engaging with decision-makers across various industries to schedule appointments for Sales Executives and contribute to the overall success of the sales team.</p><p><br></p><p>Responsibilities:</p><p>• Conduct high volumes of outbound calls to potential clients, including school districts, government agencies, and court systems.</p><p>• Engage with decision-makers to schedule appointments for Sales Executives.</p><p>• Work collaboratively with the sales team to ensure seamless follow-ups and deal closures.</p><p>• Utilize a proactive and strategic sales approach to identify new opportunities.</p><p>• Represent the company and its partner, Laserfiche, known for its strong brand recognition in the industry.</p><p>• Maintain accurate records and update the CRM system with client information and call outcomes.</p><p>• Stay informed about industry trends and client needs to effectively communicate the value of upgrading technology solutions.</p><p>• Meet or exceed monthly appointment-setting goals to contribute to team success.</p><p>• Demonstrate initiative and ambition to advance into higher sales roles within the organization.</p>
We are looking for an organized and detail-oriented Treasury Analyst to join our team in Dallas, Texas. In this role, you will collaborate closely with the Accounts Payable department to ensure timely and accurate financial transactions. The ideal candidate is motivated, detail-oriented, possesses strong analytical skills, and is committed to maintaining financial accuracy.<br><br>Responsibilities:<br>• Prepare and process cash transfer requests between various banks and accounts, ensuring accuracy and compliance.<br>• Initiate and oversee wire transfers, account transfers, and other cash movement tasks using online banking platforms.<br>• Monitor fund investments and reconcile bank account balances to maintain accurate financial records.<br>• Generate and upload positive pay data files to banks and resolve any exceptions promptly.<br>• Analyze daily and historical cash positions to verify financial activities against accounting records.<br>• Import accounts payable data into check printing software and oversee daily check processing.<br>• Support treasury operations by opening and closing bank accounts, completing necessary forms, obtaining signatures, and coordinating with bank representatives.<br>• Update and maintain treasury reports, including daily cash activity documentation.<br>• Process monthly checks for distribution to royalty owners, ensuring timely and accurate delivery.<br>• Conduct special projects aimed at evaluating and enhancing treasury processes.
We are looking for an Administrative Assistant to join our team on a contract basis in Denton, Texas. This role involves conducting site visits to verify operational compliance for schools receiving federal grants. The position offers a flexible schedule and requires effective communication and organizational skills for ensuring accurate documentation and reporting.<br><br>Responsibilities:<br>• Conduct scheduled site visits at designated school locations to verify operational status and compliance.<br>• Communicate effectively with school representatives to arrange and confirm visit times.<br>• Complete and submit electronic documentation using provided forms in a timely manner.<br>• Ensure all information gathered during visits is accurate and meets compliance standards.<br>• Notify the team of any changes or issues with scheduled visits and assist in resolving them.<br>• Coordinate replacements if necessary, ensuring smooth transitions for scheduled appointments.<br>• Adhere to travel and time guidelines, factoring in preparation and reporting activities.<br>• Maintain a focused and respectful demeanor when interacting with school staff and representatives.<br>• Provide detailed feedback to supervisors regarding visit outcomes and observations.<br>• Follow all instructions and procedures related to audit requirements and reporting.
We are looking for a detail-oriented Collections Specialist to join our team in Westlake, Texas. This is a Contract-to-permanent position ideal for professionals who thrive in fast-paced environments and enjoy problem-solving. As part of our growing organization, you will play a critical role in managing accounts receivable processes and ensuring timely payments from business clients.<br><br>Responsibilities:<br>• Analyze customer account statements to identify discrepancies and billing issues.<br>• Collaborate with clients to resolve payment delays and ensure compliance with payment terms.<br>• Manage a portfolio of 200–250 business-to-business accounts, providing regular follow-ups and maintaining accurate records.<br>• Investigate reasons for non-payment and implement effective solutions to address account concerns.<br>• Track and document account actions, ensuring all resolutions are properly recorded.<br>• Utilize Microsoft Excel to organize data, format spreadsheets, and apply simple formulas.<br>• Update and maintain account information within the NetSuite system.<br>• Work proactively to bring delinquent accounts back on track with payment schedules.<br>• Handle billing inquiries professionally and provide guidance on resolving issues.<br>• Create and present reports summarizing account statuses and collection efforts.
