Customer Sales Representative jobs at East Cambridge Savings Bank

East Cambridge Savings Bank's Retail Division is actively recruiting for Customer Sales & Service Representative I. Assigned work location may include Arlington, Belmont, Cambridge, Chelsea, Malden, Medford, Somerville, Waltham, or Woburn. Function: Under the general supervision of the Business Development Sales Manager, perform a variety of customer service functions, identify customer needs and respond to those needs in an efficient and pleasing manner. We are looking for a candidate with: 3 years experience in a retail environment with customer service experience; or a Bachelor's degree with 1 year customer service experience in a retail environment. Retail Banking preferred. Working knowledge of digital banking products 1 year of sales experience in an incentive based role. Demonstrated ability to meet individual sales goals on a Monthly/Annual basis. Working knowledge of the Bank's products and services preferred. Ability to perform a variety of task simultaneously and prioritize activities as required. Excellent interpersonal and communication skills. Must be available to work until closing and Saturday Spanish speaking preferred Essential Job Functions: Greet and assist customers in a professional and personally responsive manner in accordance with the Bank's Customer Service Standards. Provide information to new and existing customers on a variety of products and services. Assist customers with servicing matters and/or questions pertaining to existing accounts. Ensure that mystery shop service standards are achieved. Sell and cross-sell products and services to new and existing customers. Be knowledgeable and understanding of the customers' needs by conducting a needs analysis. Generate and pursue sales leads by telephone, letter and personal contact. Responsible for attaining predetermined sales goals on a monthly/annual basis in accordance with the Bank's Customer Service Standards. Participate in the development of ongoing banking center sales promotional strategies and activities. Train new Customer Sales & Service Representatives, Customer Service Associates and Clerk/Tellers in entry-level work and customer service standards; and review new procedures and services with trained staff. Evaluate work performance. Cultivate strong relationships with back office service partners to ensure delivery of high quality customer service, ongoing communication needs and operational consistency. Open and close all types of products. Enter holds and provide customer with appropriate notice. Ensure that disclosures are completed and distributed to customer. Ensure that all documents are processed and distributed to appropriate departments on a daily basis. Recognize and refer any problems or difficult situations to a supervisor. Process work on a specific day according to customers' instructions, such as TDC renewal, closeout, transfers, etc. Ensure on daily basis, proper documentation and accuracy of transactions and balance work. Verify all cash transactions and that cash is in proof. Complete all required Bank Secrecy Act training annually and maintain knowledge of current BSA related policies and procedures. To assist with Bank Secrecy Act compliance, recognize and document currency transactions and checks purchased in excess of $10,000, as well as checks purchased between $3,000-$10,000. Identify and report potential suspicious activity. Process customers' transactions through the computer and research customers' accounts through the computer. Perform as a Customer Service Associate when office needs dictate. Supportive Job Functions: As needed, participate in community activities to promote a positive image for the Bank. Redeem US Savings Bonds, sell travelers checks, and assist with outgoing wire transfers. Make appropriate changes to accounts, such as title, address, TIN. Set up Direct Deposit and PATS for customers. Maintain interest rate chart and all bank services literature in the lobby area. Process office correspondence as required. Contact our Human Resources Division or visit ******************** for more details and to apply. Or submit your resume to: Email: **************** Fax: ************ Phone: ************ East Cambridge Savings Bank, Attn: Human Resources 344 Cambridge Street Cambridge, MA 02141 East Cambridge Savings Bank is an Equal Opportunity Employer/Veterans/Disabled

Position Title: Commercial Customer Service Coordinator Department: Greylock Insurance Agency Work Arrangement: West Street In-Office, Wednesday's Hybrid We are guided by our IDEA principles - Inclusion, Diversity, Equity, and Accessibility - to support a workforce that reflects our community. Our principles support Greylock's mission and our goals of building a diverse workforce - reflecting multiple identities - and supporting the diverse communities we serve. We strive to ensure that the spaces in which we work and community members we engage are inclusive. To be employed by Greylock Federal Credit Union employees must reside in one of the following states: Massachusetts, New York, Vermont, or Connecticut. Review of the candidate pool for each opportunity with Greylock Federal Credit Union will begin on the fourteenth day of posting. Under the direction of Commercial Lines management for the Greylock Insurance Agency, performs a variety of duties in support of the insurance agency function in conformance with established Agency and Credit Union policies, strategies and procedures. Key Job Requirements: 1. Performs any functions, within scope of authority and expertise to provide the highest level of service and responsiveness to the customers served by the Insurance Agency. 2. Respond immediately to and assist Commercial Account Managers with any and all inquiries for service from customers or prospects, taking ownership of the inquiry to ensure customer satisfaction and policy retention. 3. In the Agency's ongoing effort to retain business, assist the Commercial Account Managers with nonpayment notices, making calls to insureds and notifying Account Managers and/or Producers when policies are due to cancel. Initiate any necessary contact with carriers to mitigate policy reinstatement whenever possible or necessary. 4. Assist the department by taking customer payments and getting them applied to the customers agency account or paid to the carrier by the various methods used by our carriers. 5. Demonstrate understanding of premium financing, making calls to insureds and notifying Account Managers and/or Producers when policies are due to cancel. Be able to take and send payments to our various premium finance companies. 6. Notify account managers when credits are received on policies/accounts that have been premium financed, so the account manager is able to return funds to the premium finance company. 7. Processes all incoming policies (new, amended, cancelled) for the agency in accordance with established workflows and procedures; verify the accuracy of the policy declaration against the Agency Management system and the receipt of download in Epic; mark any applicable Follow-Up accordingly and confirm invoicing. Notify Account Manager of any discrepancies in quotes and any obvious coverage errors or omissions. 8. Process all incoming premium audits, notify the customer and account manager when notified by the carrier that the customer has been deemed uncooperative or non-compliant with policy audit requirements, or receive a non-compliant or estimated premium audit. 9. Act as quality control, ensuring that all required documentation is in our file and that the agency standards for timeliness and accuracy are being met and reporting any violations to the appropriate agency manager. Quality control also extends to verifying the accuracy of all information in the customer database. 10. Transmit all requests for policy changes to our insurance partners within the required timeframe, utilizing the specific delivery method for each carrier. Confirm receipt of the revised policy declarations and mail insured copies to the customer along with the appropriate letter. 11. Invoice any non-automated premium-bearing policy transactions in the Agency Management system prioritizing the current month activity to be completed prior to month end; verifying that the invoicing is done at the correct amount and proper agency commission and with any producer specific commission criteria. 12. Accurately transact Agency Bill premium and non-premium transactions (company fees as well as premium taxes on Surplus Lines business) on customer accounts. Ensuring all agency bill net invoices from Premium Payable Entities are forwarded to Accounts Payable GIA in a timely manner. Ensuring that all current and previous month transactions are completed prior to month end. 13. Understand basic Registry of Motor Vehicle forms and policies so you are able to assist account managers and customers with their needs. 14. Comprehend and execute the required daily functions relating to policy download and automated download invoicing. 15. Assist with the scanning and electronic mail delivery functions accordingly. 16. Retrieval of all policy declarations from carriers that do not mail said documents to the agency, review for accuracy and where needed deliver to the insured via insureds desired method (mail, email or other digital platform). 17. Receives claim assignments, claim payments and notices and document the Agency Management system, accordingly, making the Account Managers and/or management aware of any problems. 18. Participate in marketing projects as outlined by the management. Related Responsibilities: 19. Promotes the Greylock Insurance Agency wherever and whenever possible. Encouraged to actively represent the Greylock Insurance Agency in local civic, community and professional organizations. The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties both related and unrelated to the above responsibilities may be assigned and therefore, required. Position Requirements: •High school diploma or its equivalent. •Ability to organize multiple projects. •Demonstrates oral and written communication abilities. •Able to use various types of office software, spread sheet applications and PC proficient in Microsoft Office Suite. Supervisory Scope: None The salary range for this role is $20.00 to $23.51 an hour. This is the salary range we in good faith believe we would pay for this role at the time of this posting. We may pay more than the posted range for exceptionally qualified individuals. An employee's pay position within the pay band will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience (job and life), skills (specific and transferable), seniority, performance, and business organizational needs. This range may also be modified in the future. Service and stability: With a history going back to the 1930s, Greylock has served and grown within the Berkshire County community for almost a century, building deep roots in the area and the lives of the members we serve. Now serving over 100,000 members, Greylock is committed to building a team that loves to put others first. Opportunities to grow: We offer clear career pathways, ongoing training and upskilling, and a supportive culture that invests in your success. Here, your work is purposeful, values-driven, and makes a real impact in our community. Benefits that work: Where's a great place to work and grow your career with a competitive benefits package to complement it? Greylock's health benefits, independently benchmarked, are largely market leading. We strive to offer a comprehensive package of value including a suite of health options (2 medical plan options, FSA Medical/Dependent Care, HSA/HRA, dental, vision, wellness), retirement- 401k plans with employer match & employer pension contributions, PTO, employee incentive plans, and an opportunity for profit sharing. We round out the package with employer paid life insurance along with both short- and long-term disability. To meet your individual needs additional life, accident, and critical illness benefits may be elected. We continue to engage with employee feedback and augment our offerings, recently adding pet insurance, and Medicare employee assistance to name a couple.

Commercial Customer Service Coordinator Department: Greylock Insurance Agency Work Arrangement: West Street In-Office, Wednesday's Hybrid We are guided by our IDEA principles - Inclusion, Diversity, Equity, and Accessibility - to support a workforce that reflects our community. Our principles support Greylock's mission and our goals of building a diverse workforce - reflecting multiple identities - and supporting the diverse communities we serve. We strive to ensure that the spaces in which we work and community members we engage are inclusive. To be employed by Greylock Federal Credit Union employees must reside in one of the following states: Massachusetts, New York, Vermont, or Connecticut. Review of the candidate pool for each opportunity with Greylock Federal Credit Union will begin on the fourteenth day of posting. Under the direction of Commercial Lines management for the Greylock Insurance Agency, performs a variety of duties in support of the insurance agency function in conformance with established Agency and Credit Union policies, strategies and procedures. Key Job Requirements: 1. Performs any functions, within scope of authority and expertise to provide the highest level of service and responsiveness to the customers served by the Insurance Agency. 2. Respond immediately to and assist Commercial Account Managers with any and all inquiries for service from customers or prospects, taking ownership of the inquiry to ensure customer satisfaction and policy retention. 3. In the Agency's ongoing effort to retain business, assist the Commercial Account Managers with nonpayment notices, making calls to insureds and notifying Account Managers and/or Producers when policies are due to cancel. Initiate any necessary contact with carriers to mitigate policy reinstatement whenever possible or necessary. 4. Assist the department by taking customer payments and getting them applied to the customers agency account or paid to the carrier by the various methods used by our carriers. 5. Demonstrate understanding of premium financing, making calls to insureds and notifying Account Managers and/or Producers when policies are due to cancel. Be able to take and send payments to our various premium finance companies. 6. Notify account managers when credits are received on policies/accounts that have been premium financed, so the account manager is able to return funds to the premium finance company. 7. Processes all incoming policies (new, amended, cancelled) for the agency in accordance with established workflows and procedures; verify the accuracy of the policy declaration against the Agency Management system and the receipt of download in Epic; mark any applicable Follow-Up accordingly and confirm invoicing. Notify Account Manager of any discrepancies in quotes and any obvious coverage errors or omissions. 8. Process all incoming premium audits, notify the customer and account manager when notified by the carrier that the customer has been deemed uncooperative or non-compliant with policy audit requirements, or receive a non-compliant or estimated premium audit. 9. Act as quality control, ensuring that all required documentation is in our file and that the agency standards for timeliness and accuracy are being met and reporting any violations to the appropriate agency manager. Quality control also extends to verifying the accuracy of all information in the customer database. 10. Transmit all requests for policy changes to our insurance partners within the required timeframe, utilizing the specific delivery method for each carrier. Confirm receipt of the revised policy declarations and mail insured copies to the customer along with the appropriate letter. 11. Invoice any non-automated premium-bearing policy transactions in the Agency Management system prioritizing the current month activity to be completed prior to month end; verifying that the invoicing is done at the correct amount and proper agency commission and with any producer specific commission criteria. 12. Accurately transact Agency Bill premium and non-premium transactions (company fees as well as premium taxes on Surplus Lines business) on customer accounts. Ensuring all agency bill net invoices from Premium Payable Entities are forwarded to Accounts Payable GIA in a timely manner. Ensuring that all current and previous month transactions are completed prior to month end. 13. Understand basic Registry of Motor Vehicle forms and policies so you are able to assist account managers and customers with their needs. 14. Comprehend and execute the required daily functions relating to policy download and automated download invoicing. 15. Assist with the scanning and electronic mail delivery functions accordingly. 16. Retrieval of all policy declarations from carriers that do not mail said documents to the agency, review for accuracy and where needed deliver to the insured via insureds desired method (mail, email or other digital platform). 17. Receives claim assignments, claim payments and notices and document the Agency Management system, accordingly, making the Account Managers and/or management aware of any problems. 18. Participate in marketing projects as outlined by the management. Related Responsibilities: 19. Promotes the Greylock Insurance Agency wherever and whenever possible. Encouraged to actively represent the Greylock Insurance Agency in local civic, community and professional organizations. The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties both related and unrelated to the above responsibilities may be assigned and therefore, required. Position Requirements: •High school diploma or its equivalent. •Ability to organize multiple projects. •Demonstrates oral and written communication abilities. •Able to use various types of office software, spread sheet applications and PC proficient in Microsoft Office Suite. Supervisory Scope: None The salary range for this role is $20.00 to $23.51 an hour. This is the salary range we in good faith believe we would pay for this role at the time of this posting. We may pay more than the posted range for exceptionally qualified individuals. An employee's pay position within the pay band will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience (job and life), skills (specific and transferable), seniority, performance, and business organizational needs. This range may also be modified in the future. Service and stability: With a history going back to the 1930s, Greylock has served and grown within the Berkshire County community for almost a century, building deep roots in the area and the lives of the members we serve. Now serving over 100,000 members, Greylock is committed to building a team that loves to put others first. Opportunities to grow: We offer clear career pathways, ongoing training and upskilling, and a supportive culture that invests in your success. Here, your work is purposeful, values-driven, and makes a real impact in our community. Benefits that work: Where's a great place to work and grow your career with a competitive benefits package to complement it? Greylock's health benefits, independently benchmarked, are largely market leading. We strive to offer a comprehensive package of value including a suite of health options (2 medical plan options, FSA Medical/Dependent Care, HSA/HRA, dental, vision, wellness), retirement- 401k plans with employer match & employer pension contributions, PTO, employee incentive plans, and an opportunity for profit sharing. We round out the package with employer paid life insurance along with both short- and long-term disability. To meet your individual needs additional life, accident, and critical illness benefits may be elected. We continue to engage with employee feedback and augment our offerings, recently adding pet insurance, and Medicare employee assistance to name a couple.

Cornerstone Bank was formed in 2017, born of a long history of supporting the community, and providing a strong foundation to help people and businesses thrive. Serving Worcester County, Cornerstone Bank's local presence and community-based banking model enables a unique ability to deliver outstanding service, with a personal touch. Cornerstone provides the highest level of service and expertise for individuals, businesses, and community organizations with branch locations throughout Central Massachusetts. Cornerstone Bank is committed to providing a collaborative workplace where innovation, teamwork, accountability, and excellence are recognized and where employees are encouraged to broaden their skills, seek opportunities for professional development, serve their community, and provide outstanding customer service with each encounter. Being a part of the Cornerstone team has many great benefits and perks. This includes a competitive pay, a generous student-loan paydown program, comprehensive benefit package including, medical, dental, vision insurance and even pet insurance! We offer a 401(k) plan with an employer contribution and match, success-sharing bonuses, paid time off and more! If you are looking to join a team that is committed to your ongoing professional growth and development, we are looking forward to speaking to you! Position Overview Cornerstone Bank is committed to our customers, colleagues & communities that we serve. As a Customer Relations Specialist, you will perform a wide variety of transactions to service customers in conformance with established Bank policies and procedures. Responsibilities and Accountabilities * Provides efficient, effective and courteous customer service. Performs a variety of transactions to service the customer, including processing deposits, withdrawals, payments, night drop bags; check cashing, etc. * In addition to cash handling responsibilities and teller functions, handles more complex inquiries; opens and closes accounts, performs account maintenance and handles customer inquiries . * Maintains updated knowledge of Bank's products and services and builds trust with customers by identifying financial goals through established customer experience processes and proactively provides advice and guidance to customers to help them meet their financial goals. * Follows up with customers as outlined in the customer experience process. Works within the established framework to achieve branch targets. * Ensures the accuracy of activities. Balances transactions and cash at the end of the day and participates in the branch settlement. * Ensures that transactions are processed and the proper documentation is completed incompliance with applicable laws and regulations, i.e., Reg CC and the Bank Secrecy Act, etc. * Assist in operational and administrative activities of the branch including opening, closing, balancing ATM, mail deliveries and other general customer inquiries as needed and directed by the management team of the branch. * Performs all duties in accordance with prescribed regulatory compliance guidelines and as directed by management. Requirements Qualifications * Demonstrated customer service skills * Must be comfortable performing basic math calculations * Attention to detail; ability to multi-task * Strong verbal and written communication skills; possesses professional communication ability including active listening * Strong interpersonal skills and ability to deal with customers under circumstances requiring tact and diplomacy * Excellent organizational skills * High level of interpersonal skills to handle sensitive and confidential situations and documentation * Must be available to work extended and/or weekend hours and attend training as needed * Must be able to use various types of office equipment, including computer terminals Education/Training/Experience * High School Diploma or equivalent * Six months banking or retail cash handling/customer service experience, preferred INDEPENDENT ACTION Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required for this job. Cornerstone Bank is an Equal Opportunity Employer. In compliance with Equal Opportunity Guidelines and the Americans with Disabilities Act, Cornerstone Bank provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

Cornerstone Bank was formed in 2017, born of a long history of supporting the community, and providing a strong foundation to help people and businesses thrive. Serving Worcester County, Cornerstone Bank's local presence and community-based banking model enables a unique ability to deliver outstanding service, with a personal touch. Cornerstone provides the highest level of service and expertise for individuals, businesses, and community organizations with branch locations throughout Central Massachusetts. Cornerstone Bank is committed to providing a collaborative workplace where innovation, teamwork, accountability, and excellence are recognized and where employees are encouraged to broaden their skills, seek opportunities for professional development, serve their community, and provide outstanding customer service with each encounter. Being a part of the Cornerstone team has many great benefits and perks. This includes a competitive pay, a generous student-loan paydown program, comprehensive benefit package including, medical, dental, vision insurance and even pet insurance! We offer a 401(k) plan with an employer contribution and match, success-sharing bonuses, paid time off and more! If you are looking to join a team that is committed to your ongoing professional growth and development, we are looking forward to speaking to you! Position Overview Cornerstone Bank is committed to our customers, colleagues & communities that we serve. As a Customer Relations Specialist, you will perform a wide variety of transactions to service customers in conformance with established Bank policies and procedures. Responsibilities and Accountabilities Provides efficient, effective and courteous customer service. Performs a variety of transactions to service the customer, including processing deposits, withdrawals, payments, night drop bags; check cashing, etc. In addition to cash handling responsibilities and teller functions, handles more complex inquiries; opens and closes accounts, performs account maintenance and handles customer inquiries . Maintains updated knowledge of Bank's products and services and builds trust with customers by identifying financial goals through established customer experience processes and proactively provides advice and guidance to customers to help them meet their financial goals. Follows up with customers as outlined in the customer experience process. Works within the established framework to achieve branch targets. Ensures the accuracy of activities. Balances transactions and cash at the end of the day and participates in the branch settlement. Ensures that transactions are processed and the proper documentation is completed incompliance with applicable laws and regulations, i.e., Reg CC and the Bank Secrecy Act, etc. Assist in operational and administrative activities of the branch including opening, closing, balancing ATM, mail deliveries and other general customer inquiries as needed and directed by the management team of the branch. Performs all duties in accordance with prescribed regulatory compliance guidelines and as directed by management. Requirements Qualifications Demonstrated customer service skills Must be comfortable performing basic math calculations Attention to detail; ability to multi-task Strong verbal and written communication skills; possesses professional communication ability including active listening Strong interpersonal skills and ability to deal with customers under circumstances requiring tact and diplomacy Excellent organizational skills High level of interpersonal skills to handle sensitive and confidential situations and documentation Must be available to work extended and/or weekend hours and attend training as needed Must be able to use various types of office equipment, including computer terminals Education/Training/Experience High School Diploma or equivalent Six months banking or retail cash handling/customer service experience, preferred INDEPENDENT ACTION Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required for this job. Cornerstone Bank is an Equal Opportunity Employer. In compliance with Equal Opportunity Guidelines and the Americans with Disabilities Act, Cornerstone Bank provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Salary Description $20.00

Job Description East Cambridge Savings Bank's Retail Division is actively recruiting for Customer Sales & Service Representative II Assigned work location may include Arlington, Belmont, Cambridge, Chelsea, Malden, Medford, Somerville, Waltham, or Woburn. Function: Under the direction of the Business Development Sales Manager, perform a variety of service related functions, identify customer needs and respond to those needs in an efficient and pleasing manner with an emphasis on cross sales. We are looking for a candidate with: 3 years experience in a Retail environment or a bachelor's degree with 1 year experience in a Retail environment. 3years customer service and sales experience in an incentive-based role. Retail banking preferred. Working knowledge of digital banking products Demonstrated ability to meet individual sales goals on a Monthly/Annual basis Demonstrated knowledge of the Bank's products and services Ability to perform a variety of tasks simultaneously and prioritize activities as required Excellent interpersonal and verbal communication skills If applicable, able to register as a licensed Mortgage Loan Originator as required under the S.A.F.E. Act. Must be available to work until closing and Saturday Spanish speaking preferred Essential Job Functions: Greet and assist customers in a professional and personally responsive manner in accordance with the Bank's Customer Service Standards, provide information on a variety of banking products/services. Make referrals as needed. Be knowledgeable and understanding of the customers' needs by conducting a needs analysis and recommend products/services as appropriate. Sell and cross-sell products and services to existing and new customers toward established sales goals. Ensure that mystery shop service standards are achieved. Responsible for attaining predetermined sales goals on a monthly/annual basis in accordance with the Bank's Customer Service Standards. Assist with Banking Center sales promotion strategies. Complete all required Bank Secrecy Act training annually and maintain knowledge of current BSA related policies and procedures. To assist with Bank Secrecy Act compliance, recognize and document currency transactions and checks purchased in excess of $10,000, as well as checks purchased between $3,000-$10,000. Identify and report potential suspicious activity. Train new Customer Sales & Service Representatives, Customer Service Associates and Clerk/Tellers in entry-level work and customer service standards; and review new procedures and services with trained staff. Evaluate work performance. Conduct loan interviews, accept loan applications, respond to mortgage inquiries. Follow up on referrals for personal sales opportunities and from other retail Banking Center employees. Contact customers by letter, telephone and other means to strengthen account relationships. Responsible for effective handling of telephone calls pertaining to requests for information, problems, questions regarding service, policies, procedures, etc. Ensure on daily basis, proper documentation and accuracy of transactions and balance work. Verify all cash transactions and that cash is in proof. Maintain compliance with Bank policies and procedures, federal, state and local laws and regulations, including but not limited to the S.A.F.E. Act and its registration, renewal and updating requirements if applicable. Maintain knowledge of current industry practices and trends as well as Bank products and services by attending training seminars as needed. Maintain compliance with Bank policies and procedures. Maintain knowledge of current industry practices and trends as well as Bank products and services by attending training seminars as needed. Assist with promoting East Cambridge Savings Bank products/services to local businesses. Arrange appointments with customers, utilizing branch locations most convenient to them. Inform management of progress toward goals and ask for assistance as needed. Report sales activity to investment planning and retail management on a weekly basis. Maintain proper documentation. Contact our Human Resources Division or visit ******************** for more details and to apply. Or submit your resume to: Email: **************** Fax: ************ Phone: ************ East Cambridge Savings Bank, Attn: Human Resources 344 Cambridge Street Cambridge, MA 02141 East Cambridge Savings Bank is an Equal Opportunity Employer/Veterans/Disabled

Salary Grade: 13C The Customer Service Specialist I ("Specialist") provides superior customer service by answering customer questions and assisting with issue resolution. The Specialist will assist in establishing and maintaining electronic banking relationships and provide ongoing support to drive digital adoption for our customers across all platforms. The Specialist will also proactively look for opportunities to provide additional information about banking-related products and services in order to deepen existing banking relationships. ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES: * Responds to customer and prospect phone calls, email, and digital inquiries regarding their accounts and all Bank products, including financial transactions. * Documents all interactions with customers in CRM database by entering or updating information accurately to reflect the customer interaction and resolution. * Authenticates customers adhering to Bank guidelines in order to properly identify customers and protect customer information. * Identifies fraudulent activity to protect the Bank and the Bank's customers * Assists in customer support for online and mobile banking as well as automated telephone banking including set-up, navigation, and maintenance. * Provides support for other Bank departments. * Advises customers regarding the Bank's products and to ensure that the highest level of customer service is provided. * Solicit higher-level approval for all situations exceeding experience/training, department scope or assigned level of authority. * Actively recommends Bank products and services using a customer needs-based assessment. * Consistently meets service level deadlines and other performance targets or requirements * Outbound calls to customers as required. * Complies with all customer confidentiality and privacy policies, as well as all Bank policies. * Performs duties and assignments in compliance with Bank policies as well as all state and Federal banking regulations. QUALIFICATIONS: EDUCATION & CERTIFICATIONS: * High School degree or GED and willingness to pursue higher education required. Associate's Degree strongly preferred KNOWLEDGE, SKILLS & ABILITIES: * 6 months customer service experience * Experience providing digital support preferred * Banking experience preferred * Ability to quickly learn the Bank's products and services * Excellent problem-solving skills with a commitment to customer service a must * Ability to speak in a clear and pleasant manner * Ability to use excellent listening comprehension skills to understand callers and determine their needs/question * Excellent oral and written communication skills * Ability to handle multiple tasks and interruptions * Ability to work independently, as well as contribute to the team environment * Working knowledge of the use of PCs, current Windows operating systems, Microsoft Office, the Internet, and other software systems. * Knowledge of mobile device platforms including Android and Apple iOS systems. * Must have cyber security awareness to protect the digital environment, the Bank, and customers. COMPETENCIES: * Superior Focus on Customer Service * Technology Savviness/Digital Enthusiast * Financial Comprehension * Adaptability, Flexibility, and a Nimble Learner * Problem Resolution Focused * Solid Decisions Making/Judgement #ZR

Salary Grade: 13C The Customer Service Specialist I (“Specialist”) provides superior customer service by answering customer questions and assisting with issue resolution. The Specialist will assist in establishing and maintaining electronic banking relationships and provide ongoing support to drive digital adoption for our customers across all platforms. The Specialist will also proactively look for opportunities to provide additional information about banking-related products and services in order to deepen existing banking relationships. ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES: Responds to customer and prospect phone calls, email, and digital inquiries regarding their accounts and all Bank products, including financial transactions. Documents all interactions with customers in CRM database by entering or updating information accurately to reflect the customer interaction and resolution. Authenticates customers adhering to Bank guidelines in order to properly identify customers and protect customer information. Identifies fraudulent activity to protect the Bank and the Bank's customers Assists in customer support for online and mobile banking as well as automated telephone banking including set-up, navigation, and maintenance. Provides support for other Bank departments. Advises customers regarding the Bank's products and to ensure that the highest level of customer service is provided. Solicit higher-level approval for all situations exceeding experience/training, department scope or assigned level of authority. Actively recommends Bank products and services using a customer needs-based assessment. Consistently meets service level deadlines and other performance targets or requirements Outbound calls to customers as required. Complies with all customer confidentiality and privacy policies, as well as all Bank policies. Performs duties and assignments in compliance with Bank policies as well as all state and Federal banking regulations. QUALIFICATIONS: EDUCATION & CERTIFICATIONS: High School degree or GED and willingness to pursue higher education required. Associate's Degree strongly preferred KNOWLEDGE, SKILLS & ABILITIES: 6 months customer service experience Experience providing digital support preferred Banking experience preferred Ability to quickly learn the Bank's products and services Excellent problem-solving skills with a commitment to customer service a must Ability to speak in a clear and pleasant manner Ability to use excellent listening comprehension skills to understand callers and determine their needs/question Excellent oral and written communication skills Ability to handle multiple tasks and interruptions Ability to work independently, as well as contribute to the team environment Working knowledge of the use of PCs, current Windows operating systems, Microsoft Office, the Internet, and other software systems. Knowledge of mobile device platforms including Android and Apple iOS systems. Must have cyber security awareness to protect the digital environment, the Bank, and customers. COMPETENCIES: Superior Focus on Customer Service Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability, Flexibility, and a Nimble Learner Problem Resolution Focused Solid Decisions Making/Judgement #ZR

Full-time Description Role. As a Customer Service Professional, you will be responsible to help grow and maintain our Insurance Agency by actively living out our Customer Obsessed core value. In the insurance agency business, renewals of existing policies are critical to the agency's success. This role will focus primarily on serving existing customers and putting into practice the knowledge and skills necessary to maintain and increase the renewal of that business. Specific responsibilities may include but are not limited to: NexGen Training Phase: Contribute to the success of the Customer Obsessed Service Team through assigned Customer Service Workflow task. Learn about all aspects of the Agency's operations in order to have a solid foundation from which to advance professionally into future roles Prepare for and pass the Massachusetts Property & Casualty Agent exams Customer Service Professional: Serve as the agency's primary customer-facing point person for existing customers Take personal ownership for resolving customer inquiries; Through both behavior and communication, instill confidence that “you've got this”; Using customers' preferred media, respond in a professional, timely manner to all inquiries; Scrupulously maintain customer records and information Contact clients to confirm receipt and /or request return of completed forms; Advise clients on new and/or additional insurance needs while explaining coverage's; Align with radius' core values; and Other duties as assigned Secondary Duties (as required). Administrative, agency systems upkeep tasks Impact Metrics. Renewals: Renewal rate of assigned customer accounts Velocity: Consistently meet/exceed service turnaround times) Requirements - Strong attention to detail with the ability to work with a high degree of accuracy; - Strong critical thinking and problem-solving skills; - Ability to manage multiple projects and assignments in a timely manner; - Excellent organizational and time management skills; - Strong interpersonal skills (oral and written) skills; - Ability to embrace change and work in a face-paced environment Requirements. - Strongly preferred: Acquisition of Massachusetts Personal Lines or Property & Casualty insurance license is required. Salary Description $38,000-$45,000 Per Year Plus Commissions

Job Description Part-Time Call Center Representative Metro Medical is hiring Part-Time Call Center Representatives to join our supportive and compassionate team. We provide essential support to diverse clients, from medical offices to apartment complexes. No experience? No problem! We offer comprehensive training in a positive, team-focused environment designed for your success. What You'll Do: Professionally handle incoming calls. Greet callers with a polite, pleasant tone. Accurately gather and relay required information. Verify and enter details precisely into our system. What We're Looking For: A welcoming voice with an upbeat tone. Strong English communication (spelling, grammar). Computer skills in a Windows environment. Reliable attendance. Typing speed of 35+ WPM. Availability to work one weekend day per week. Compensation: $20/Hour Shifts: Part-Time Various Shifts Available, evenings and weekends Must be available to work a weekend day (Sat or Sun each week) Training will last approximately one week. On your second week, you will move to your new set schedule. Ready to start a rewarding career journey? Apply today! Metro Medical is an Equal Opportunity Employer. Job Posted by ApplicantPro

Vylla's national footprint and full-service model provide a truly progressive approach to the real estate process, creating extraordinary experiences for both our customers and employees. As part of the Carrington and Vylla family of companies, we provide nearly every aspect of homeownership - from real estate with Vylla Home to Title/Settlement and Escrow services, Mortgage lending, and more - all under one roof! We offer our agents: Competitive Commission Split - keep your commission and set your own value! Unlimited opportunity to earn what you are worth. Reasonable flat rate referral fees. No hidden costs! Qualified leads, assets and referrals Free CRM and CMA tools, transaction management system, e-signatures and more Customized training, live demos and more available 24/7 Customizable agent websites, marketing support, social media training and more Face-to-face broker support and coaching - true mentorship Dedicated resources from Vylla and Carrington's family of companies (including lending, title and settlement services along with superior customer service from our headquarters in Aliso Viejo, California) Back office support including dedicated transaction coordinators and an agent services resource team “Best of both worlds” environment with local offices and support as well as the backing of a large, established and nationwide institution (Carrington and Vylla family of companies) Incentive program to earn cash if you help grow our team and bring new agents onboard Flexible schedules and control over your personal and professional growth as an agent A fun, positive culture where our community, or Vyllage as we call it, supports one another and gives back Apply today! What will make you successful at Vylla? An active license Drive and ambition to succeed as part of an innovative, fast-growing team Complete focus on the customer experience Strong communications skills and ability to build a network of engaged customers and prospects Ability to multi-task and take initiative, strong work ethic Vylla is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, gender, national origin, ancestry, age, marital status, sexual orientation, veteran's status, physical or mental disability or any other legally protected category. Vylla will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company. EEO/AAP Employer

F.H. Cann & Associates is hiring exceptional Part time Temp Customer Service Representatives for an exciting opportunity. This Customer Service Representative (CSR) position will be in support of a state-wide program. You will be provided training and although this is a temporary role, successful CSR's might be offered full time employment opportunities. Up to $1000 Sign on Bonus for On-site workers Up to $750 Referral Bonus Essential Functions Receiving in-bound calls and providing answers to questions with pre-scripted responses Occasional out-bound calls for verification purposes Enter sensitive information accurately into databases Deliver compassionate and tactful service to the community Operate multiple applications, databases, and computer programs Provide superior customer service Demonstrate active listening and learning Maintain attention to detail Communicate effectively in verbal and written formats Availability to work Monday - Thursday 8:15am Est-4:00pm EST or until the call queue is clear. Work Environment and WFH Policy Primary work location: Call/Contact Center in North Andover, MA Reliable transportation required for in-office work Hybrid schedule may be supported under certain circumstances , subject to: Reliable high-speed internet (hard-wired Ethernet connection required; minimum 25 Mbps upload/download) Private, quiet, distraction-free workspace Compliance with company Telecommute Policy Preferred Education and Experience Prior call center or customer service experience Computer proficiency and experience with MS Office High School Diploma or equivalent required Degree preferred; Veterans encouraged to apply Bilingual (Spanish) is a plus

Experienced Specialist within the Customer Service job family. Applies acquired job skills and company policies and procedures to complete assigned tasks. Complexity & Problem Solving: Works on assignments that are semi-routine in nature but recognizes the need for occasional deviation from accepted practice. Collaboration & Interaction: Normally follows established procedures on routine work, requires instructions only on new assignments. Experienced Specialist (Hourly) Position Requirements * High school diploma * 1-3 years experience in a call center, customer, or client support environment. * Adherence to all compliance and auditing requirements when processing orders, applications, returns, and requests. * Support the Regional Managers and Field Sales Representatives with reporting, pricing inquiries, purchase order entry, and customer support. * Identify continuous improvement opportunities in processes and make recommendations that improve the efficiency of the overall customer service process. * Partner with cross-functional teams as necessary to meet required business and customer needs. * Strong PC skills including experience with MS Office Suite and familiarity with ERP systems and proficiency in CRM systems, Salesforce preferred. * Analytical thinker with a knack for creative resolutions and strong problem-solving skills. * Skilled in effective verbal and written communication. * Ability to multi-task, organize, prioritize, and manage time effectively. Physical Requirements * Ability to stand, walk, and sit for long periods of time; talk and hear, both in person and by telephone; handle or feel objects or controls, reach with hands and arms; and occasionally lift/push/pull/carry up to 25 pounds. Must be able to complete all essential job functions listed in the position responsibilities, with or without reasonable accommodation. Benefits: * Robust Safety Team to prioritize your safety * Medical, Dental, Vision coverage * Life Insurance, Short Term and Long Term Disability, etc. * 401(k) and Roth IRA options, with company match, after 30 days * Paid Holidays - no waiting period * Multiple Bonus Opportunities, such as referrals * Tuition Reimbursement * Wellness Membership Reimbursement * On Site Yoga, Massage & Fitness Training * Career Advancement Opportunities * Employee Recognition Programs * Summer BBQ's, Transparent Communication, Health & Wellness Challenges, and many other Employee Events * Financial Wellness Program * Raffles, OMG gear, prizes… and more!

Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the Best Place to Work and Best Local Bank. Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together! Summary: We are seeking an ACH Representative to join our Electronic Banking team. In this role, you will be responsible for processing and reconciling electronic funds transfers (EFT), ensuring compliance with all applicable regulations. The ACH Representative will manage daily ACH processing schedules, handle stop payments, prenotes, and reclamations, and assist with balancing general ledger accounts. You will also support third-party file processing, cash management approvals, and provide exceptional service to internal departments. This position requires strong attention to detail, analytical skills, and a thorough understanding of banking regulations. This role is located onsite in Holyoke, MA. Essential Duties and Responsibilities : Ensure timely processing, posting, and return of ACH transactions in accordance with daily schedules. Review EF-Prenote reports for death notifications and take appropriate action. Respond to prenote requests within established time frames. Process Notices of Reclamation from agencies promptly; maintain records and prepare unrecoverable items for collection. Place ACH stop payments, verify signatures, and take necessary follow-up actions. Set up allotments and input quick starts by the next business day. Verify Federal Reserve end-of-day settlement, research discrepancies, and assist with balancing ACH general ledger accounts. Perform third-party ACH file processing and approvals, including extended hours when required. Handle daily ACH file processing and approvals for Cash Management services. Respond to inquiries from banking centers and internal departments, delivering excellent customer service. Review and update departmental procedures as needed. Complete yearly compliance training and testing and comply with bank, federal, and state regulations. Other related duties as assigned. Education and Experience: High school diploma Two to three years of related experience or training Or an equivalent combination of education and training Skills Required: Strong mathematics skills including: Ability to add, subtract, multiply and divide in all unites of measure using whole numbers, common fractions and decimals Ability to compute rate, ration and percentages and draw and interpret graphs Ability to apply common sense understanding to carry out instructions furnished in written, oral and diagram form Excellent verbal and written communication skills Thorough knowledge of banking and compliance regulations Excellent organizational skills and attention to detail Strong analytical and problem-solving skills Computer/Technical Skills: Knowledge of MS Office Suite (PowerPoint, Word, Access) Strong Excel skills required Certifications: Proficient in Microsoft Office Suite, especially Excel. Work Environment and Physical Demands: The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.

Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the Best Place to Work and Best Local Bank. Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together! Summary: We are seeking an ACH Representative to join our Electronic Banking team. In this role, you will be responsible for processing and reconciling electronic funds transfers (EFT), ensuring compliance with all applicable regulations. The ACH Representative will manage daily ACH processing schedules, handle stop payments, prenotes, and reclamations, and assist with balancing general ledger accounts. You will also support third-party file processing, cash management approvals, and provide exceptional service to internal departments. This position requires strong attention to detail, analytical skills, and a thorough understanding of banking regulations. This role is located onsite in Holyoke, MA. Essential Duties and Responsibilities: * Ensure timely processing, posting, and return of ACH transactions in accordance with daily schedules. * Review EF-Prenote reports for death notifications and take appropriate action. * Respond to prenote requests within established time frames. * Process Notices of Reclamation from agencies promptly; maintain records and prepare unrecoverable items for collection. * Place ACH stop payments, verify signatures, and take necessary follow-up actions. * Set up allotments and input quick starts by the next business day. * Verify Federal Reserve end-of-day settlement, research discrepancies, and assist with balancing ACH general ledger accounts. * Perform third-party ACH file processing and approvals, including extended hours when required. * Handle daily ACH file processing and approvals for Cash Management services. * Respond to inquiries from banking centers and internal departments, delivering excellent customer service. * Review and update departmental procedures as needed. * Complete yearly compliance training and testing and comply with bank, federal, and state regulations. * Other related duties as assigned. Education and Experience: * High school diploma * Two to three years of related experience or training * Or an equivalent combination of education and training Skills Required: * Strong mathematics skills including: * Ability to add, subtract, multiply and divide in all unites of measure using whole numbers, common fractions and decimals * Ability to compute rate, ration and percentages and draw and interpret graphs * Ability to apply common sense understanding to carry out instructions furnished in written, oral and diagram form * Excellent verbal and written communication skills * Thorough knowledge of banking and compliance regulations * Excellent organizational skills and attention to detail * Strong analytical and problem-solving skills Computer/Technical Skills: * Knowledge of MS Office Suite (PowerPoint, Word, Access) * Strong Excel skills required Certifications: * Proficient in Microsoft Office Suite, especially Excel. Work Environment and Physical Demands: The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.

ConnectPay offers online payroll solutions and is committed to providing first-name-basis service and technology-first innovation. ConnectPay has steadily built a reputation as a flexible and responsive resource for all of its clients with a complete suite of solutions that make growing your business easier. Today, thousands of small and mid-sized businesses use ConnectPay to process payroll, automate taxes, and integrate data. And every single one of them is able to leverage ConnectPay's services and resources while remaining connected to their own independent brokers and advisors. Our customers trust us to make their core business activities simpler, and we trust them to choose the best and brightest brokers for their unique needs. Mutual trust is a beautiful thing. With offices outside Boston, Detroit and in Fairfield, we are among the fastest growing private companies in Massachusetts, now is your chance to play a key role in the success and continued growth of our dynamic company. To learn more visit ********************* Job Description Got ambition? If you're the type of person who loves uncovering opportunities in a fast-paced, start-up environment, we'd like to meet you. Our growing Sales team seeks an Inside Sales Rep to go after prospects, qualify leads and develop compelling strategies for product channels. Our goal is to train you thoroughly on Inside Sales working with the MA Retail Association to educate clients on Workers' Comp and working with health brokers who want to leverage our connected process. Once fully trained, you would shift into a commissioned Sales position with goals for closing deals and generating revenue. Responsibilities Drive prospecting activities to uncover new opportunities to grow pipeline Qualify outbound leads via phone, building rapport to “sell the meeting” or create opportunities Expand sales in existing clients by educating on best practices and introducing new products and services Utilize, contribute and improve functionality of Sales CRM, Pipeline Deals Initiate sales process by scheduling appointments, preparing presentations, understanding account requirements Add to and enhance ConnectPay's current lead channels with your energy and ideas Increase job knowledge by participating in meetings, educational opportunities and self-motivated research on topics to clarify subject matters. Qualifications 2 years+ inside sales/sales development experience or internship experience, preferably in the B2B SaaS space Ability to work independently and prioritize effectively and balance multiple, disparate work streams Strong written and verbal communication skills, with keen ability to maintain control of communication length and direction and articulate under pressure. Brings a strong work ethic; takes initiative and thinks creatively to get the job done BA/BS degree or equivalent practical experience. Additional Information What We Offer (Compensation & Benefits) Base Salary with accelerating Commission Program Quarterly and Annual Bonus Program Auto and Phone allowance Customer Expense allowance Medical, Dental and Vision benefit plans Life Insurance, short term and long term 401(k) retirement options with generous match Guaranteed paid vacation time through PTO policy Professional development and advancement opportunities Eligibility for stock options in the event of a sale/acquisition

************************** You will be responsible for helping our clients design and execute technology strategies to solve their biggest challenges in manufacturing, supply chain, and operations. This includes working across all levels of our clients organizations and providing expertise on topics such as: Current-State Technology Assessments Business-Aligned Technology Roadmap Development IT Organization and Operating Model Evaluation Build vs. Buy and Software Selection Decisions IT Spend Analysis and Optimization General IT Strategy EXPERIENCE: 5+ years of SaaS sales experience Pricing Excels at creating pricing proposals, negotiating terms and managing the contract process. Credible - Experience selling to a technical and business audience, building trust and mutual respect. Passionate - Think creatively and possess strong interpersonal and communication skills to make complex contractual, technical, and financial details sound simple. Travel - Must be open to travel to meet with clients. Experience building Playbook ; Pipeline

Job Description InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025, including USA TODAY and Boston Globe Top Workplaces, multiple SaaS Awards wins for Best Solution for Finance and FinTech, and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services, as well as our leadership in AI maturity and responsible innovation. It's an award-winning, purpose-driven environment where top talent thrives. To learn more, visit InvoiceCloud.com. Job Details The Sales Development Representative prospects, qualifies, and generates new business opportunities for the Sales team. Reporting to the SDR Manager, this role drives pipeline through inbound and outbound outreach, account-based strategies, and strong engagement techniques. SDRs make the first impression with prospects and must communicate value clearly, think on their feet, and adapt quickly. The position provides foundational SaaS sales training, professional development, and uncapped earning potential. Success Profile Success in this role is anchored in InvoiceCloud's Core Competencies. These competencies reflect the mindsets and behaviors that define success in this role. We outline how each competency translates into real-world actions and outcomes specific to this role. Customer Centric Engages prospects with professionalism, active listening, and tailored messaging based on industry and prospect needs. Builds credibility quickly by demonstrating understanding of challenges within government, utility, insurance, or finance sectors. Identifies key stakeholders and adapts communication to suit decision-makers, influencers, or technical audiences. Positions InvoiceCloud's value in a way that speaks directly to prospect pain points and desired outcomes. Results Driven Meets or exceeds activity and pipeline generation goals through consistent calling, emailing, sequencing, and social outreach. Applies account-based selling strategies to prioritize target accounts and increase conversion. Creates and executes outreach plans that build healthy, qualified pipeline aligned to acquisition targets. Delivers strong discovery to understand prospect needs and articulate how InvoiceCloud can solve them. Demonstrates resilience, competitiveness, and ownership in achieving weekly, monthly, and quarterly performance expectations. Takes Ownership Manages daily outreach, follow-up, and pipeline hygiene with discipline and accountability. Researches accounts to understand industry context, organizational structures, and pain points before engaging. Documents prospect interactions clearly to enable smooth handoffs to Account Executives. Continuously improves sales skills, messaging, and industry knowledge to strengthen performance. Approaches challenges with initiative, curiosity, and willingness to adapt based on coaching. Drives Efficiency Uses CRM and sales engagement tools to efficiently manage high-volume outreach and organize workstreams. Prioritizes activities using data and dashboards to focus on accounts most likely to convert. Applies strong time management skills to maintain steady outbound activity and follow-ups. Streamlines workflows with templates, automation, and repeatable best practices. Collaborates with sales and marketing to refine outreach strategies and improve conversion rates. Innovative Experiments with messaging, sequencing, and communication tactics to increase response rates and engagement. Uses AI-assisted tools to prepare messaging, analyze accounts, personalize outreach, and enhance productivity. Identifies trends, insights, and competitive signals across target accounts to refine strategy. Tailors prospecting approaches based on industry, buying behavior, and persona needs. Requirements Strong verbal and written communication skills Ability to build credibility quickly and navigate gatekeepers Experience diagnosing prospect needs and articulating business value Effective time management, prioritization, and organization skills Eagerness to thrive in a fast-paced, evolving sales environment Comfort with high-volume outbound activity (calls, email, social outreach) Experience with CRM and sales engagement tools preferred Competitive, coachable, and highly motivated to exceed goals Benefits We offer a competitive benefits program including: Medical, dental, vision, life & disability insurance 401(k) plan with company match Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays Mental health resources Paid parental leave & Backup Care Tuition reimbursement Employee Resource Groups (ERGs) Base salary is one component of total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay. The above represents the expected base compensation range for this job requisition. Ultimately, in determining your pay, we'll consider many factors including, but not limited to, skills, experience, qualifications, geographic location, and other job-related factors. Base Compensation Range$50,000-$55,000 USD InvoiceCloud is committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment of any kind based on race, color, religion, age, sex, nationality, disability, genetic information, veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected under applicable laws. This commitment applies to all aspects of employment, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leave, compensation, and training. If you require a disability-related or religious accommodation during the application or recruitment process, and wish to discuss possible adjustments, please contact *********************. Click here to review InvoiceCloud's Job Applicant Privacy Policy. For recruitment agencies: InvoiceCloud does not accept unsolicited resumes from agencies. Please do not forward resumes to our job aliases, employees, or any other company location. InvoiceCloud is not responsible for any fees associated with unsolicited submissions.

The Inside Sales position is responsible for managing day-to-day sales activities in line with the strategy set forth by Shepley Wood Products and Outside Sales Leaders. Day-to-day sales activities include but are not limited to quoting, ordering, setting up deliveries, follow up (internal & external), review and verification of documentation, product research, training (internal & external), answering phones, and servicing walk in customers. Responsibilities include: Prepare and present professional and accurate material quotes. Review projects and building plans to assess customer needs. Act as an advisor to identify resources and anticipate needs. Oversee and prepare special orders. Maintain regular communication with customers and follow up on outstanding material quotes. Input sales orders quickly and accurately to our internal systems. Oversee the fulfillment of orders to ensure products are received on time and on budget. Strive to exceed customer service expectations. Work well in highly collaborative team atmosphere. Perform other duties as assigned. Qualifications: High School diploma. 3 to 5 years building materials industry required. Construction industry experience is a plus. Self-motivated and conscientious with high energy and attention to detail. Excellent communication and interpersonal skills. Computer aptitude and willingness to learn product and computer systems. Exceptional organizational skills; ability to multi-task; strong sense of urgency. Schedule: Monday to Friday, full-time. Saturdays as needed.