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Customer service advocate jobs in San Francisco, CA - 2,136 jobs

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  • Head of Customer Success - Fintech Growth Leader

    Method Financial

    Customer service advocate job in San Francisco, CA

    A leading fintech company is seeking a Head of Customer Success in Austin, TX. The role focuses on building customer relationships, shaping operational strategies, and managing team performance to drive company growth. Candidates should have over 10 years of experience in customer success and fintech partnerships, along with a data-driven mindset. This position offers an annual salary range of $200,000 to $250,000, aligning with a high-growth environment and the need for operational leadership. #J-18808-Ljbffr
    $200k-250k yearly 3d ago
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  • AI Customer Education & Community Lead

    Slope 4.0company rating

    Customer service advocate job in San Francisco, CA

    A dynamic AI startup is seeking a Customer Education & Community Lead to design educational programs and cultivate community engagement. This role involves creating content and facilitating customer success while partnering with various teams. The expected salary range is between $120,000 and $180,000, complemented by equity and comprehensive benefits. If you're passionate about enabling users to master innovative products and shaping marketing within the AI landscape, this is an excellent opportunity. #J-18808-Ljbffr
    $120k-180k yearly 4d ago
  • Senior Customer Success Lead - 0-to-1 Builder (Freight)

    Fleetworks

    Customer service advocate job in San Francisco, CA

    A tech startup revolutionizing freight booking in San Francisco is seeking a Customer Success team member to manage critical relationships and define success processes. You will oversee the customer lifecycle from kickoff to implementation, program manage high-stakes pilots, and collaborate with engineering on integrations. Ideal candidates have B2B customer success experience and a builder mindset, eager to work hands-on with complex requirements. This role promises top-tier compensation and substantial growth potential. #J-18808-Ljbffr
    $122k-181k yearly est. 5d ago
  • Financial Services - Customer Tax Operations and Reporting - Tax Services Senior Analyst-EDGE

    Ernst & Young Oman 4.7company rating

    Customer service advocate job in San Francisco, CA

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. US - Tax - BTS - FSO CTORS Information Reporting and Withholding EDGE Senior Analyst EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. The opportunity When you join EY EDGE, you'll be at the heart of EY's critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute - building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice. Your key responsibilities Work independently, recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely, efficiently, and accurately completed. Tax Projects including but not limited to implementation of new tax laws, moderately complex analysis of tax methods of accounting as well as tax processes or calculations for compliance purposes. Responsible for identifying moderately complex tax related issues and providing recommended solutions via research and/or position development, and documentation. Lead the preparation and review of moderately complex tax/accounting regulatory and tax compliance with limited supervision. Perform and document research and analysis on related accounting and tax issues. Guide team members and be a role model on moderately complex tax projects. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function. Responsibilities include Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services Develop, document, and gain cross functional alignment on processes to support processes and internal teams Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities. Maintain internal network by providing technical assistance to others within EY in area of expertise Provide effective oversight, feedback, and coaching to junior team members Mentor/coach team members to develop technical and leadership capabilities Skills and attributes for success Possesses and applies a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments Proficient using Microsoft products such as Excel, Word, and Power Point Experience with financial and tax applications, such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism Strong attention to detail Good communication skills (both written & verbal) Proven conceptual and analytical ability To qualify for the role you must have Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics 4 - 6 years of increasingly diverse or moderately complex experience in related field Ability to prioritize, handle and track multiple assignments Strong analytical and problem-solving skills Ability to work independently Some supervision skills will be required Strong oral and written communication as well as presentation skills Experience with financial and tax applications such as GoSystems, CorpTax, Onesource, as required by area of specialism Proficient using Microsoft products such as Excel, Word, and Power Point Proficiency in tax accounting systems Willingness to travel as needed, and working in a balanced hybrid environment Ideally, you'll also have CPA, EA, licensed attorney, Project Management Professional, or Six Sigma Black Belt, but not required What we look for We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $75,200 to $124,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $90,200 to $141,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** . #J-18808-Ljbffr
    $90.2k-141k yearly 4d ago
  • Customer Success Associate

    Us ENT Partners

    Customer service advocate job in San Francisco, CA

    US ENT Partners helps ear, nose, and throat (ENT) practices achieve cost savings by aggregating purchasing volume to negotiate maximum discounts with manufacturers, distributors, and suppliers. Role Description This full-time Customer Success Associate role is located in the San Francisco Bay Area with a hybrid work model (3 days a week in office). The Associate will handle tasks such as data collection, analysis, interpretation, and communicate findings to stakeholders. This role will contribute to vendor alignment, performance tracking, and the development of actionable insights that support our member practices and internal strategic initiatives. Qualifications Bachelor's degree in Business, Healthcare Administration, Finance, Analytics, or related field 2-4 years of experience in a healthcare, operations, analytics, or consulting environment Strong Excel and data visualization skills (Power BI, Tableau, or similar) Familiarity with healthcare supply chain, group purchasing, or provider operations preferred Strong attention to detail, project management skills, and ability to meet deadlines Excellent written and verbal communication skills Self-starter with the ability to thrive in a fast-paced, hybrid team environment Why US ENT? Joining our team means being part of a dynamic organization that values data-driven decision-making and continuous improvement. We offer a collaborative work environment, opportunities for professional growth, and the chance to make a meaningful impact in the healthcare industry.
    $37k-59k yearly est. 1d ago
  • Head of Customer Experience & Growth

    Kaizen Stackup

    Customer service advocate job in San Francisco, CA

    A rapidly growing technology company is seeking an experienced Head of Customer Experience to drive go-to-market strategies and enhance customer success. This leadership role demands a strategic thinker who will develop programs to drive product launch effectiveness and team performance. Ideal candidates will have a proven track record in customer success management and strong capabilities in sales enablement and product growth. You'll be integral in shaping the company's vision and achieving business goals through collaborative efforts across departments, fostering innovation and continuous improvement. #J-18808-Ljbffr
    $21k-35k yearly est. 3d ago
  • Customer Success Specialist

    Net2Source (N2S

    Customer service advocate job in San Francisco, CA

    Do you love developing and nurturing great relationships? As an N2S Customer Success Specialist, you will be responsible for managing and growing our Fortune 500 accounts, understanding their staffing requirements, and ensuring the successful placement of qualified candidates. You will play a crucial role in building strong client relationships and contributing to the growth and success of N2S Location: Remote from Bay Area, SFC, CA Qualifications: Must have 3-5 years of overall experience in the Staffing & Recruiting Industry with hands on recruiting experience and exposure of client communication preferably with LifeSciences or IT MSP clients. Strong understanding of working with VMS and MSP based accounts. Any experience working with a Hybrid/Offshore delivery model will be a plus. Proven experience in staffing, recruiting & client communication, supporting client/ MSP programs from a supplier side. Strong interpersonal and communication skills. Excellent negotiation and problem-solving abilities. Excellent reputation and relationship-building skills. Ability to work in a fast-paced, target-driven environment. Must be a self driven and highly motivated individual. Proficiency in using applicant tracking systems (ATS) and other relevant software. Key Responsibilities: Be the single point of contact for our Fortune 500 clients Build long-term client partnerships to understand their challenges and provide solution. Maximize market share with a client to make us their trusted staffing supplier. Qualify new job orders and work with the delivery lead for better coverage and support. Present candidates to Hiring Managers and follow up for feedback . Coordinate with Client to schedule candidate interviews and onboarding. Coordinate with recruiting team including screening, orientation, and placement of candidates. Use CRM/ATS (Job Diva) to manage activities. Constant communication with clients to build rapport and to obtain critical information including, job descriptions, referrals, and business leads. Additional Requirements: Must be open to travel across the country, especially locally, and support clients from their offices. Availability to work outside regular office hours, if needed. Benefits of working at N2S: Uncapped Commissions 100% Contribution to Health/Dental/Vision
    $39k-66k yearly est. 5d ago
  • Vehicle Service Specialist

    Henley Companies 4.0company rating

    Customer service advocate job in San Francisco, CA

    Text henleyjobs to 23000 to start your application today! Message and data rates may apply. Are you looking to reach your full potential? Do you enjoy meeting new people and working in a team environment? Whether you are looking for a part‑time job with flexible hours, or a full‑time career with excellent advancement opportunities, Henley Companies, the largest franchisee of Valvoline Instant Oil Change, is proud to offer you the tools necessary to succeed. We welcome all types of talent - no matter your background or experience. Wherever your confidence level is, we'll make sure you're trained in the services we offer including changing oil, check/filling vehicle fluids or inspecting/replacing lights and wipers. Our team of trainers are equipped to lead you through the path of self‑made success. That's why we do not require any experience in our service centers! It doesn't matter if you're a recent high‑school grad, a well‑seasoned professional looking for a change, a veteran transitioning back into civilian life or somewhere in the middle. THE TOOLS WE'LL PROVIDE TO YOU Paid on‑the‑job training No late evenings - Most locations close by 7pm Competitive pay set at $24.00 per hour Now offering Earned Wage Access through DailyPay! Promoting from within - 95% of upper‑level management started out in an entry‑level position Safety Shoes, Uniforms & Personal Protective Equipment (PPE) Tuition Reimbursement Employee Discount - 50% off most services for up to 2 vehicles Medical, Dental, Vision, and 401(k) Savings plan Terms and conditions may apply and benefits may differ depending on location Responsibilities Provide exceptional customer service and address any concerns or questions. Perform oil changes, filter replacements, and lubrication services for vehicles. Inspect vehicles for any potential issues or areas that require attention. Conduct basic maintenance tasks such as tire rotations and fluid level checks. Basic computer knowledge/aptitude Keep track of inventory and ensure all supplies are readily available. Maintain a clean and organized work environment. Follow safety protocols and guidelines to ensure a safe working environment. Requirements Attention to detail and ability to follow instructions. Excellent problem‑solving skills Strong customer service and communication skills Ability to work in a fast‑paced environment and handle multiple tasks. Able to learn and follow the VIOC SuperPro process for all services. Must have reliable transportation. Essential Functions Inspecting and replacing car lights and wipers. Check fluid levels and add fluids to vehicle when necessary. Inspect/replace engine air filter and cabin air filter. Add oil to engine in the proper amount based on specifications of vehicle make/model. Able to remove/rotate/lift/reinstall tires for tire rotation service. Lubricate necessary components of the chassis/driveline. Perform additional services on cooling systems and transmissions. Perform second checks by visually verifying and performing proper callouts to ensure all necessary services have been performed. Able to move from bay to bay to perform services on multiple vehicles. Frequently ascends/descends stairs/catwalks/stepstools to retrieve vehicle parts (filters, wipers, etc.) or perform services top side or underneath the vehicle (drain oil, replace filter, differential services, lubrication) Able to work for extended periods of time with arms above your head when performing services underneath the vehicle on a catwalk. Constantly positions self to perform required services under the hood, related to tires, or on catwalk working underneath the vehicle. Able to move/transport items up to approximately 50 pounds. Able to work with tools to perform duties in tight sometimes hard to reach areas. Communicate verbally and receive verbal communication to ensure services are performed accurately, safely and in the proper order. In this position you will be subject to environmental conditions. Activities occur inside and outside and in varying temperature conditions. In this position you will be subject to noise. There is sufficient noise to cause the worker to shout in order to be heard above ambient noise level. In this position you will be subject to hazards. Includes a variety of conditions including but not limited to proximity to moving mechanical parts, moving vehicles, electrical current, exposure to high heat, and exposure to chemicals. In this position you will be subject to atmospheric conditions. One or more of the following conditions that may affect the respiratory system or skin: fumes, odors, dust, mists, gases, restricted ventilation. In this position you will be required to function in narrow aisles or passageways such as catwalks. The above description is not intended to be an “all‑inclusive” list of the duties and responsibilities of the job described, nor is it intended to be such a listing of the skills and abilities required to do the job. Rather, it is intended only to describe the general nature of the job. Henley Companies and its affiliates are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, or any other characteristics protected by law. We participate in the E‑Verify program. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
    $24 hourly 1d ago
  • CRM Lead

    Now100

    Customer service advocate job in San Jose, CA

    Job Title: CRM Lead Required Skills 5+ years of experience in CRM leadership or consulting roles with Oracle Service Cloud (Fusion). Solid understanding of customer service operations and CRM/contact center best practices. Strong communication, stakeholder management, and onsite leadership skills. Ability to create detailed functional and technical documentation. Experience managing projects in cross-functional enterprise environments Preferred Skills: Oracle certifications (e.g., Oracle B2C Service Certified). Familiarity with scripting (JavaScript, PHP) in Oracle Service Cloud. Experience with middleware/integration tools (e.g., MuleSoft, Oracle Integration Cloud). Understanding of customer experience analytics and reporting (e.g., Oracle BI, Genesys reporting).
    $121k-180k yearly est. 4d ago
  • US Corporate Tax Leader | Team & Client Mentor

    Escalon Services Inc. 4.1company rating

    Customer service advocate job in Palo Alto, CA

    A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr
    $80k-132k yearly est. 3d ago
  • Senior Client Services Consultant (San Jose, CA)

    Magnit

    Customer service advocate job in San Jose, CA

    Posted Friday 9 January 2026 at 11:00 Who We Are Magnit is the future of work. Serving hundreds of the world's most recognizable brands for the past 30+ years, Magnit offers the industry's first holistic platform for the modern workforce. Magnit's integrated workforce management (IWM) platform supported by data, software, intelligence, and best-in-class services team is key to our clients' success. It can adapt quickly to regional or industry economic shifts, and provides the speed, scale, flexibility, transparency, and expertise required to meet an organization's contingent workforce management, talent strategy and broader organization goals. At Magnit, you'll work with passionate colleagues who collaborate and deliver meaningful results that positively transform the largest companies around the globe. About the Role This is a hybrid role working onsite 3 days per week in San Jose, CA. The Sr. Client Services Consultant is an onsite leadership role and acts as the primary escalation point for the client and junior staff members in the absence of the Program Manager. Depending on the size of the onsite team, the Sr. CSC responsibility may be limited to one product (payroll, business validation, or staffing desk) or may span over multiple product lines and staff supervisory duties. What You Will Do Follow, maintain, and update the SOP “Standard Operating Procedures” for day-to-day procedures. Ensure the team is following operational procedures per the SOP. Handle first line escalations and problem resolution; identify and resolve employee relations issues ensuring timeliness and adherence to appropriate laws and regulations. Depending on the size of the team, the Sr CSC's scope of responsibilities may be limited to one product (payroll, compliance or staffing desk) or may span over multiple product lines. Engage in and lead Business Development activities. When appropriate introduce new Magnit service lines to client managers. Work with OM/PM to identify opportunities to grow Magnit's business. Ensure agreed screening and pre-employment checks take place in line with client requirements. Maintain accurate and complete records for all in-scope workers. Manage the end-to-end engagement of client-sourced talent with your client group including ensuring the worker is correctly processed through Magnit payroll. Efficiently manage the relationship and performance of the approved staffing desk suppliers; identify suitable new suppliers to ensure smooth service delivery. Assist OM/PM in staff development, new staff orientation, and training. Utilize Magnit's proprietary software, Magnit VMS, to facilitate all required processes. Work with Program Manager to carry out ad hoc and structured training on co-employment for client groups as required. Assist in the drafting and presentation of Quality Business Reviews along with Internal Account Reviews; generate all required weekly reports to both client and Magnit on a timely basis. Contribute to team effort by accomplishing related results as needed. What You Will Need Bachelor's degree in business, Human Resources, or a related field or equivalent work experience. 5+ years of experience supporting a Management Service Provider (MSP) program performing duties such as recruitment services, staff augmentation, payroll, SOW. Advanced proficiency in a VMS platforms (e.g., Magnit VMS, Fieldglass, Beeline) required. Proven track record managing complex client accounts or high-volume staffing/payroll programs. Experience working directly with senior client stakeholders and vendors to deliver strategic workforce solutions. Strong command of Microsoft Office, particularly Excel and PowerPoint for reporting and client presentations. Demonstrated ability to lead initiatives, mentor junior team members, and drive operational improvements. Detail-oriented, self-motivated, and proactive in identifying and solving problems. Compensation: Salary range is $70,000-$80,000 USD annually. Salary rates are based on experience, skills, and geographical location. What Magnit will Offer You At Magnit, you'll be joining an innovative, high-growth environment and can quickly make an impact to help transform the largest companies in the world. You will work with passionate colleagues who collaborate and deliver. Magnit offers all employees the opportunity for growth and development, and we want individuals to fulfill their potential and blaze their own trails! Magnit will offer you a competitive benefits package, including unlimited PTO, medical, dental, and vision coverage, retirement planning, as well as discounts and perks for tickets, travel, merchandise and more! Magnit encourages employees to participate in giving back, and we will match employee contributions to favorite charities and support corporate volunteering hours to make a difference in your community! If this role isn't for you Stay in touch, we will let you know when we have new positions on the team. To see a complete list of our open career opportunities please visit *************************************************** To do our best work we need different viewpoints. Therefore, we celebrate diversity and embrace inclusion. As an equal opportunity employer, we are dedicated to building a team that represents a variety of backgrounds, perspectives, and skills. We strive to ensure that we maintain a positive and enriching work environment for all. #J-18808-Ljbffr
    $70k-80k yearly 5d ago
  • Community Based Services Specialist

    Santa Clara Family Health Plan 4.2company rating

    Customer service advocate job in San Jose, CA

    Salary Range: $74,557 - $111,835 The expected pay range is based on many factors, such as experience, education, and the market. The range is subject to change. FLSA Status:Non-exempt Department:Community Based Programs Reports To:Manager, SDOH or Manager, Community Based Case Management Employee Unit: Employees in this classification are represented by Service Employees International Union (SEIU) Local No. 521 GENERAL DESCRIPTION OF POSITION The Community Based Services Specialist serves as the lead, primary contact, and liaison for developing, supporting and monitoring the network of public and community based providers and vendors delivering Enhanced Care Management (ECM), Community Supports (CS), and/or other activities, programs or special projects addressing social determinants of health. ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this job successfully, an individual must be able to satisfactorily perform each essential duty listed below. Develop and maintain updated knowledge of community based services, and capacity across Santa Clara County and support identification and assessment of ECM and/or CS provider network gaps. Recommend for initial and ongoing needs to support ECM and/or CS delivery system and operational infrastructure including data exchange, workforce training and capacity building. Support ECM and/or CS authorization and delivery process in accordance with DHCS-developed service definitions, eligibility criteria and reporting requirements. Oversee the development and management of the ECM, SDOH and/or CS provider network including: Serve as a knowledge and resource expert for ECM, CS and/or SDOH provider network operations. Establish and manage positive and productive working relationships with all public and community-based providers and vendors delivering services to members under ECM, CS or SDOH projects. Receive, research and respond to inquiries and issues that are raised by or impacting providers in a timely fashion and in collaboration with appropriate business units. Proactively communicate and collaborate with providers to identify problem patterns, track and trend issues, prepare recommendations for potential service improvement opportunities and develop tools and processes to improve communication and other processes Oversee collaboration with internal business units, particularly Provider Network Operations, Health Services Department, Finance and Claims, regarding provider communication, training and support and to ensure payments are made in accordance with vendor agreement terms. Schedule, conduct and report on regular site visits with each provider as required and coordinate and host at least one annual meeting with providers. Conduct orientation and ongoing training and education to community service providers and office staff including technical assistance, development of presentations and other written guidance or materials, in-person sessions, webinars and/or calls as needed. Assist in the preparation of promotional materials for the public, website or newsletters. Oversee provider compliance with required ECM and/or CS trainings and technical assistance including in-person sessions, webinars, and/or calls as necessary. Establish and oversee a program for communicating and tracking ECM and/or CS provider compliance with vendor agreement scope of work, key operational and financial objectives, and quality and performance metrics. Maintain accurate and timely documentation of provider contacts in compliance with NCQA standards, DHCS, DMHC and CMS regulatory requirements. Contribute to the development of ECM and/or CS pricing including recommending changes in pricing subsystems. Support the Department Manager in generating reports and performing special projects. Troubleshoot with providers to address issues related to submission of claims and encounter data for ECM and/or CS services. Understand and track applicable regulatory and reporting requirements. Ensure accuracy and regulatory compliance for all materials or documents. Attend off-site meeting or events as necessary. Perform other related duties as required or assigned. REQUIREMENTS - Required (R) Desired (D) The requirements listed below are representative of the knowledge, skill, and/or ability required or desired. Bachelor's Degree in public health, social welfare or related field; or equivalent experience, training, or coursework. (R) Minimum two years of progressively responsible and direct work experience working with the essential duties and responsibilities described above. (R) Demonstrated experience leading/managing projects, initiatives, and/or leading or directing the work of others. (R) Knowledgeable in the field of home and community-based services and community resource networks and a particular interest in working to address health disparities and addressing the needs of low-income communities. A deep understanding of SDOH that impact Santa Clara County and community members. (R) Ability to think creatively and work strategically, to help develop and implement innovative solutions yielding measurable results to the organization. (R) Ability to think creatively and strategically, gather and analyze data, organize and write reports, organize work efficiently. (R) Ability to understand, interpret, and apply applicable rules and regulations, and establish and evaluate priorities. (R) Advanced working knowledge and proficient with Microsoft Suite applications, and the ability to operate all applicable software. (R) Excellent oral and written communication skills, including the ability to express oneself clearly and concisely when providing service to SCFHP internal departments and outside entities over the telephone, in person or in writing.(R) Ability to effectively facilitate meetings and deliver information/presentations to management, regulators, or staff (R). Ability to think and work effectively under pressure and accurately prioritize and complete tasks within established timeframes. (R) Ability to take initiative and exercise good judgment when making decisions within the scope of the position. (R) Ability to comply with all SCFHP policies and procedures. (R) Ability to perform the job safely with respect to others, to property, and to individual safety. (R) Maintenance of a valid California driver's license and acceptable driving record, in order to drive to and from offsite meetings or events; or ability to use other means of transportation to attend offsite meetings or events. (R) Knowledge of the community-based delivery system and managed care. (D) Project Management Professional (PMP) certification (D) WORKING CONDITIONS Generally, duties are primarily performed in an office environment while sitting or standing at a desk. Incumbents are subject to regular contact with co-workers, managers, external partners, and vendors, in person, by telephone, and via work-related electronic communications. PHYSICAL REQUIREMENTS Incumbents must be able to perform the essential functions of this job, with or without reasonable accommodation: Mobility Requirements: regular bending at the waist, and reaching overhead, above the shoulders and horizontally, to retrieve and store files and supplies and sit or stand for extended periods of time; (R) Lifting Requirements: regularly lift and carry files, notebooks, and office supplies that may weigh up to 5 pounds; (R) Visual Requirements: ability to read information in printed materials and on a computer screen; perform close-up work; clarity of vision is required at 20 inches or less; (R) Dexterity Requirements: regular use of hands, wrists, and finger movements; ability to perform repetitive motion (keyboard); writing (note-taking); ability to operate a computer keyboard and other office equipment (R) Hearing/Talking Requirements: ability to hear normal speech, hear and talk to exchange information in person and on telephone; (R) Reasoning Requirements:ability to think and work effectively under pressure; ability to effectively serve customers; decision making, maintain a concentrated level of attention to information communicated in person, by telephone, and electronically, throughout a typical workday; attention to detail. (R) ENVIRONMENTAL CONDITIONS General office conditions. May be exposed to moderate noise levels. EOE (function () { 'use strict'; social Share.init(); })();
    $74.6k-111.8k yearly 4d ago
  • Medicare Telesales Representative

    San Francisco Health Plan

    Customer service advocate job in San Francisco, CA

    Reporting to the Sr Manager, Medicare Sales, the Medicare Telesales Representative is responsible for enrolling members into San Francisco Health Plan's new Dual Special Needs Plan (D-SNP). You will connect with the underserved, Medicare-eligible individuals, with an understanding of their comprehensive Medicare and Medi-Cal benefits, you will review their health coverage and explain how the SFHP Care Plus DNSP plan can meet their unique health and financial needs. Please note that while SFHP supports a hybrid work environment, you are required to be onsite and in-office a minimum of 4 days per month. This is a hybrid position, based in our Downtown San Francisco office. Salary: $70,000 - $82,000 per year + commission WHAT YOU WILL DO: Answer incoming phone calls from prospective members, identify the type of assistance the customer needs with the goal of converting caller to a qualified lead and sale. Educate prospects about Medicare basics and D-SNP plan features, including extra benefits and coordination with Medi-Cal. Build trust and partnership with diverse members of the community, individuals with limited English proficiency and/or health literacy. Conduct outbound follow-ups with prospects from marketing campaigns, referral sources, events, or community partners. Follow up with members on questions or to review current or new products and services. Navigate multiple computer systems to document member interactions in real time in the EvolveNXT CRM platform, while engagement with members. Demonstrate knowledge of the product portfolio by addressing the needs of members, explaining the differences between products, and assisting selection of products to best meet their needs. Help complete the enrollment application over the phone, staying consistent with product requirements and enrollment guidelines. Meet the goals established for the position in performance, attendance, and consumer experience. Comply with all CMS and SFHP marketing and enrollment guidelines to ensure ethical and compliant sales practices. Meet and maintain requirements for agent licensure, appointments, and annual product certification. Participate in training, certification, and ongoing coaching related to sales strategy, compliance, and cultural competence. WHAT YOU WILL BRING: High School Diploma/GED or 4+ years of customer service/sales experience. Active California Life/Health Insurance License or ability to obtain within 30 days, as well as AHIP. Work regularly scheduled shifts, including the training period, with the flexibility to adjust daily schedule and work overtime and/or weekends as needed. Basic knowledge of Medicare and Medicaid (Medi-Cal). Prior experience in Medicare, Medicare Advantage or D-SNP sales a plus. Bilingual in English and in one of San Francisco Health Plan's defined threshold languages (Cantonese, Spanish, Vietnamese, Tagalog and Russian) required. Must reside in California. WHAT WE OFFER: Health Benefits Medical: You'll have a choice of medical plans, including options from Kaiser and Blue Shield of California, heavily subsidized by SFHP. Dental: You'll have a choice of a basic dental plan or an enhanced dental plan which includes orthodontic coverage. Vision: Employee vision care coverage is available through Vision Service Plan (VSP). Retirement - Employer-matched CalPERS Pension and 401(a) plans, 457 Plan. Time off - 23 days of Paid Time Off (PTO) and 13 paid holidays. Professional development: Opportunities for tuition reimbursement, professional license/membership. ABOUT SFHP: Established in 1997, San Francisco Health Plan (SFHP) is an award-winning, managed care health plan whose mission is to provide affordable health care coverage to the underserved low and moderate-income residents in San Francisco County. SFHP is chosen by eight out of every ten San Francisco Medi-Cal managed care enrollees and its 175,000+ members have access to a full spectrum of medical services including preventive care, specialty care, hospitalization, prescription drugs, and family planning services. San Francisco Health Plan is proud to be an equal opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals and in which our people processes are applied without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. San Francisco Health Plan is an E-Verify participating employer. Hiring priority will be given to candidates residing in the San Francisco Bay Area and California. #LI-Hybrid (Hybrid remote/in-office) Please see job description PI281298264 Job distributed by JobTarget.
    $70k-82k yearly 4d ago
  • Customer Service Representative

    Waste Connections 4.1company rating

    Customer service advocate job in San Jose, CA

    Green Team of San Jose, a Waste Connections company, is looking for ahigh energy Customer ServiceRepresentativeto join our team in San Jose, CA!Previous waste experience would be a huge plus ! The schedule will be Monday-Friday 8 hour shift between the hours of 7am and 6pm. The starting pay for this position is $40/hour.The pay range for this job category is $40-42/hour. We also offer great family benefits, 401k with a company match, paid vacation time, etc.! Why you should join us! CULTURE: It's a Great place to work! We work in an environment where empowered, self-directed All-stars know what they do is important. INTEGRITY: Our definition is "saying what you will do and then doing it!" We keep our promises to our customers and our employees. DUTIES AND RESPONSIBILITIES: Work in conjunction with other departments to resolve customer disputes & demonstrate the ability to become proficient in the use of proprietaryoperational systems. Interviews customers and records interview information into computer forcustomer service, talks with customers by phone and in person, to receiveordersforinstallation, turn on, discontinuance, or change in service. Fills out contract forms, determines charges for service requested, collectsdeposits, prepares change of address records and issues discontinuanceorders. Demonstrate effective use ofsoftware applications, at a minimum MS Word and Excel proficient. Delivers services to customers in a manner that promotes goodwill. Interacts with customers and Waste Connections employees to determine service requirements and resolve problems or complaints. Work in a fast paced,cooperative, high call volume environment. Solicit sale of new or additional services. Key Responsibilities: Troubleshoot and resolve customer concerns while maintaining a positive attitude. Professionalism: Ability to handle difficult situations with professionalism andempathy. Cover for the reception desk when necessary. WORKING CONDITIONS AND PHYSICAL EFFORT: Work environment is an office setting. Areas are clean, ventilated, and well lighted. OurCustomer ServiceReps normally have their own workstation or cubicle space and are equipped with a telephone, headset, and computer. CSRcall areas can be noisy and work may be repetitious and stressful, with little time in between calls, while still providing excellent service. Some calls are evaluated to ensurehigh standards. Also, long periods spent sitting,typing, or looking at a computer screen are common. Coaching& Feedback: CSRs will receive regular feedback andcoachingto ensure continuous improvement and excellent service delivery. MINIMUM JOB REQUIREMENTS: Bilingual Requirement: Bilingual (English/Spanish) preferred but not required. This position does not include additional pay for bilingual skills. Ability to read, write, comprehend and communicate in English. High school diploma or equivalent preferred. 2 years of Customer Serviceexperience. Experience with MS Word, Excel, and Email preferred .Typingand10-key skillsare required. Excellent organization and communication skills. Ability to analyze and solve problems. Gather data, compile information, and prepare reports. To be considered for any of our current openings you must complete an application at************************* Application information and additional instructions can be found once you select your position of interest. We offer excellent benefits including medical, dental, vision, flexible spending account, long term & short term disability, life insurance, 401K retirement and unlimited opportunities to "Connect with Your Future". Waste Connections is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to disability or protected veteran status.
    $40-42 hourly 4d ago
  • Client Services Representative I

    Canon U.S.A., Inc. 4.6company rating

    Customer service advocate job in San Jose, CA

    Company Canon U.S.A., Inc. Requisition ID 33769 Category Facilities Type Full-Time Workstyle Full-Time On Site About the Role Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction. Your Impact Main Responsibilities: - Promptly informs supervisor of potential problems or customer concerns. - Promptly reviews and responds to management and client requests via emails, phone calls, text messages and verbal. - Strong focus on providing good customer service. - Contributes to the creation of the Site Procedure Guide to ensure all account processes are properly recorded. - Responsibilities may include Copy/Print Production/Copy Center, Copier Maintenance, Mail/Courier Services, Reception/Office Services, Shipping/Receiving, Inventory Services, Warehouse, File Room/Records File Services based on assigned location. - Attends cross-functional trainings to ensure ability to provide coverage when short-staffed. - Site responsibility and location of coverage may change based on client and/or division needs. Mail/Courier Services: -Responsible for prompt and accurate receiving, sorting, delivery, pick up, and processing of all courier items, interoffice mail, newspapers, magazines and all classed of United States Postal Services mail. -Tracks courier and accountable items (FedEx, UPS, Certified Mail, etc). -Researches and routes unidentified and generic mail. -Receives, logs, delivers and tracks messenger items. -Responds to customer requests. -Performs routine upkeep of equipment. -Records and tracks customer inquiries and fulfillment of requests. About You: The Skills & Expertise You Bring Please note: this is a customer-facing role, and requires compliance with customer policies and protocols, which may include COVID-19 vaccination and other measures relating to COVID-19. HS Diploma, GED, or equivalent experience required, plus less than one year of related experience. - Basic computer skills/technical knowledge. - Ability to multitask and prioritize in order to meet deadlines. - Good customer service and communication skills. - Ability to work with minimal supervision. - Ability to work OT as needed. - Required to take all necessary steps to obtain security and/or other clearances required by customers to enter the customers' premises. - May require driving between multiple client locations, may also require a personal vehicle (valid driver's license and acceptable driving record necessary). - Ability to lift up to 50lbs. - Ability to spend extended periods of time standing, bending, walking, reaching, and pulling while performing duties. We are providing the anticipated hourly rate for this role: $17.20 to 23.37 hourly. Company Overview About our Company - p { font-size: 18px; } Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $28.5 billion in global revenue, its parent company, Canon Inc., as of 2024 has ranked in the top-10 for U.S. patents granted for 41 consecutive years*. Canon U.S.A. is dedicated to its Kyosei philosophy of social and environmental responsibility. To learn more about Canon, visit us at ***************** and connect with us on LinkedIn at company/canonusa. Who We Are Where Talent Fosters Innovation. Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation. What We Offer You'll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits. And Even More Perks! -Employee referral bonus -Employee discounts -"Dress for Your Day" attire program (casual is welcome, based on your job function) -Volunteer opportunities to give back to our local community -Swag! A Canon welcome kit and official merch you can't get anywhere else *Based on weekly patent counts issued by United States Patent and Trademark Office. All referenced product names, and other marks, are trademarks of their respective owners. Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at about-us/life-at-canon/benefits-and-compensation We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor. You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are not reviewing this job posting on our Careers' site about-us/life-at-canon, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at about-us/life-at-canon. #CUSA Workstyle Description Full-Time On Site - This position requires full-time presence at your assigned office(s)/worksite(s)/territory on your scheduled work days. Posting Tags #PM-19 #LI-RH2 Need help finding the right job? We can recommend jobs specifically for you! Click here to get started.
    $17.2-23.4 hourly 2d ago
  • Client Service Representative III

    United Business Bank 4.2company rating

    Customer service advocate job in Mountain View, CA

    Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Service Representative III (CSR III) is an onsite position and does not have remote opportunities. The Client Service Representative III (CSR III) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. The CSR III is responsible for balancing each days transactions and verifying cash totals. They perform a broad variety of Consumer and Business New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems. The CSR III answers client questions regarding the Banks products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Banks products and services, and accepts/processes various applications for online banking systems. The CSR III performs specific assigned side-jobs including various clerical functions, and assists the Branch Manager and/or the Client Service Manager with other duties as assigned. The CSR III assists clients promptly, courteously, efficiently and professionally. The CSR III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: High school graduate or equivalent. Required Knowledge: Knowledge of Teller, New Account and Operations procedures. Thorough understanding of banking products, services and operations. Experience Required: Minimum of 3 years of Teller and new account experience in the financial services industry. Skills/Abilities: Good communication skills. Professional appearance, dress and attitude. Good math skills. Ability to use Microsoft Office software package. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
    $33k-37k yearly est. 3d ago
  • Customer Risk Strategy

    Column 4.5company rating

    Customer service advocate job in San Francisco, CA

    For companies building financial technology and transforming the financial services space, the biggest bottleneck to their growth and innovation is often the underlying banks and infrastructure stack they rely on. We have spent our careers founding and scaling companies like Plaid, Square, Meta, Blend, and Affirm, and have seen this problem firsthand - builders and developers needing to partner with traditional banks, and creating API and abstraction layers over the patchwork that is the bank, its core, and many other vendors. All of this results in a complex (and often expensive) banking supply chain involving a user, fintech, BaaS middleware provider, bank, core and the Federal Reserve. At Column, we set out to simplify and fix this. We are a bank and a software company built from the ground up, offering builders and developers technology-forward banking solutions that cut out the hundreds of vendors, middleware providers, and abstraction layers. This means a safer, more transparent, and less costly banking supply chain. Come build with us! The opportunity We're looking for an all-around business athlete to join our Customer Risk Strategy team! You don't need to be an expert in banking or risk on day one - we are seeking a candidate who is excited about disrupting financial services and willing to utilize their highly strategic, operational, and product-oriented mindset to help drive continuous improvements across our existing operations. Your work will help Column deepen its relationships with its fintech partners by effectively managing our forward-thinking, strategic, and highly efficient risk programs (a critical differentiator for Column!) to ensure we scale safely. This is a unique entry point into the world of risk at a high-growth fintech company, where you'll gain skills and experience that few others can offer. This role is a great fit for someone excited to blend strategic problem-solving with hands-on execution. While part of your work will focus on crucial operational aspects of managing risk (oversight and monitoring of our fintech partners), every project you lead will directly influence our ability to grow Column's business relationships so they remain strong and resilient. This role will report directly to our Head of Regulatory Affairs and will partner closely with leaders across engineering, business, legal, compliance, operations, and go-to-market teams. This role is based in-person at our Presidio office in San Francisco (3-4 days/week). What you'll do Manage oversight of Column's Fintech Partners: Ensure effective ongoing oversight processes by reviewing key program metrics to identify trends, outliers or key risk indicators that require further investigation. Support evaluation of partnership expansions. As Column's relationships with its Fintech Partners grow and expand, you will be responsible for working with our business team to manage these expansions, working closely with internal SMEs to evaluate and document key risk and compliance considerations. Design and implement new processes: Maintain a growth mindset by helping members of the Column's risk and compliance organization identify and develop potential process improvements as the our partnership activities continue to expand. Drive development of key metrics and reporting: Work closely with the Column's senior leadership team on developing new metrics and providing periodic reporting on Column's partnership activities to executive management and the Board of Directors. What you'll need to be successful 2-3 years of experience in high-growth environment, including management consulting, financial regulatory agency, financial services and/or fintech company Ability to jump into new situations, with a willingness to learn quickly and help solve problems Hyper-organized approach to project management, including coordinating efforts across multiple teams; comfort juggling multiple projects and priorities is critical Scrappy, roll-up-your-sleeves attitude - we thrive because we work harder, are more creative, and have zero ego when it comes to getting our hands dirty to build a business Attention to detail and a commitment to accuracy Familiarity with the banking and fintech industries is preferred, but not required - an interest in becoming an expert in finance, risk, compliance, and technology, however, is a must Excitement about working in a fast-paced, deeply cross-functional space What you'll get from us: 🏥 Comprehensive health, dental, and vision plans, including options that are 100% covered by Column for you and 100% covered for your dependents! 🐣 Comprehensive family planning and fertility benefits via partnership with Carrot, including reimbursement of up to $20,000 in qualified expenses 🏡 Up to $2,000 (post-tax) monthly rent subsidy for employees living within 2 miles of Column's office 💳 FSA and HSA account options to enable use of pre-tax money for medical and dependent care expenses 📈 401k plan, including self-directed brokerage options 🌴 Flexible time-off policy - take the time off that you want and need to relax and recharge 👶 100% paid parental leave, including 16 weeks for birth mothers, 12 weeks for primary caregivers, and 8 weeks for secondary caregivers 😇 Up to $4,500 in annual reimbursements for backup childcare 🍽️ Catered lunches and dinners for SF employees 🚆 Commuter benefits, including paid transportation to-and-from the office 🎉 Regular team building events, including annual offsite Pay transparency: Compensation packages at Column include base salary, equity, and benefits. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers. The annual base salary range for this role is $115,000 - $130,000 + equity. We look forward to hearing from you Column is committed to working with the best and brightest people from the broadest talent pool possible. We value bringing together a team with different perspectives, educational backgrounds, and life experiences, and believe a diversity of ideas is what allows us to develop the best solutions. All qualified individuals are encouraged to apply. If you need assistance or a reasonable accommodation during the application and recruiting process, please reach out to accommodations@column.com. We participate in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program here.
    $115k-130k yearly Auto-Apply 60d+ ago
  • Financial Services - Customer Tax Operations and Reporting - Tax Senior

    Ernst & Young Oman 4.7company rating

    Customer service advocate job in San Francisco, CA

    Locations: New York City, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean. At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax Senior - Financial Services Office - Customer Tax Operations and Reporting Services (CTORS) EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! The opportunity Our Business Tax Advisory practice gives you the opportunity to focus on US Tax - Information Reporting & Withholding. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission‑critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes, and systems. The IRW team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non‑resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), FATCA, and domestic withholding and reporting matters. You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as Common Reporting Standards (CRS). As you progress within EY and our IRW tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm's most senior tax talent. Your key responsibilities You will interface daily with superiors, peers and subordinates and clients on large and small IRW projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analysis and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients' policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients also. Skills and attributes for success Ability to read and interpret IRS Code, regulations and instructionsli> Strong writing skills for policy and procedure writing is a must Ability to interface with all facets of our business Ability to multitask and project management capability Creative problem solving, strong critical thinking To qualify for the role, you must have at a minimum A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred A minimum of 2 years of relevant tax consulting or tax operational experience Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations Ideally, you'll also have Active participation in industry groups such as SIFMA, ABA, IIB The ability to understand and implement tax rules A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters What we look for We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates also possess great communication and leadership skills and thrive in an exciting and growing team environment. Ultimately, if you are ready to progress in your career, take ownership of your development and make a measurable difference in both your career and your community, this role is for you. What we offer you At EY, we'll develop you with future‑focused skills and equip you with world‑class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $96,200 to $158,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $115,300 to $180,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on‑going basis. For those living in California, please click here for additional information. EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** . #J-18808-Ljbffr
    $59k-83k yearly est. 4d ago
  • Customer Success Associate

    Us ENT Partners

    Customer service advocate job in San Jose, CA

    US ENT Partners helps ear, nose, and throat (ENT) practices achieve cost savings by aggregating purchasing volume to negotiate maximum discounts with manufacturers, distributors, and suppliers. Role Description This full-time Customer Success Associate role is located in the San Francisco Bay Area with a hybrid work model (3 days a week in office). The Associate will handle tasks such as data collection, analysis, interpretation, and communicate findings to stakeholders. This role will contribute to vendor alignment, performance tracking, and the development of actionable insights that support our member practices and internal strategic initiatives. Qualifications Bachelor's degree in Business, Healthcare Administration, Finance, Analytics, or related field 2-4 years of experience in a healthcare, operations, analytics, or consulting environment Strong Excel and data visualization skills (Power BI, Tableau, or similar) Familiarity with healthcare supply chain, group purchasing, or provider operations preferred Strong attention to detail, project management skills, and ability to meet deadlines Excellent written and verbal communication skills Self-starter with the ability to thrive in a fast-paced, hybrid team environment Why US ENT? Joining our team means being part of a dynamic organization that values data-driven decision-making and continuous improvement. We offer a collaborative work environment, opportunities for professional growth, and the chance to make a meaningful impact in the healthcare industry.
    $37k-59k yearly est. 1d ago
  • Customer Success Specialist

    Net2Source (N2S

    Customer service advocate job in San Jose, CA

    Do you love developing and nurturing great relationships? As an N2S Customer Success Specialist, you will be responsible for managing and growing our Fortune 500 accounts, understanding their staffing requirements, and ensuring the successful placement of qualified candidates. You will play a crucial role in building strong client relationships and contributing to the growth and success of N2S Location: Remote from Bay Area, SFC, CA Qualifications: Must have 3-5 years of overall experience in the Staffing & Recruiting Industry with hands on recruiting experience and exposure of client communication preferably with LifeSciences or IT MSP clients. Strong understanding of working with VMS and MSP based accounts. Any experience working with a Hybrid/Offshore delivery model will be a plus. Proven experience in staffing, recruiting & client communication, supporting client/ MSP programs from a supplier side. Strong interpersonal and communication skills. Excellent negotiation and problem-solving abilities. Excellent reputation and relationship-building skills. Ability to work in a fast-paced, target-driven environment. Must be a self driven and highly motivated individual. Proficiency in using applicant tracking systems (ATS) and other relevant software. Key Responsibilities: Be the single point of contact for our Fortune 500 clients Build long-term client partnerships to understand their challenges and provide solution. Maximize market share with a client to make us their trusted staffing supplier. Qualify new job orders and work with the delivery lead for better coverage and support. Present candidates to Hiring Managers and follow up for feedback . Coordinate with Client to schedule candidate interviews and onboarding. Coordinate with recruiting team including screening, orientation, and placement of candidates. Use CRM/ATS (Job Diva) to manage activities. Constant communication with clients to build rapport and to obtain critical information including, job descriptions, referrals, and business leads. Additional Requirements: Must be open to travel across the country, especially locally, and support clients from their offices. Availability to work outside regular office hours, if needed. Benefits of working at N2S: Uncapped Commissions 100% Contribution to Health/Dental/Vision
    $39k-67k yearly est. 5d ago

Learn more about customer service advocate jobs

How much does a customer service advocate earn in San Francisco, CA?

The average customer service advocate in San Francisco, CA earns between $30,000 and $44,000 annually. This compares to the national average customer service advocate range of $27,000 to $39,000.

Average customer service advocate salary in San Francisco, CA

$36,000

What are the biggest employers of Customer Service Advocates in San Francisco, CA?

The biggest employers of Customer Service Advocates in San Francisco, CA are:
  1. Daveandbusters
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