Service Advisor jobs at Fiserv - 1923 jobs

Application deadline: Jan 22, 2026 As we continue to expand and transform the primary care experience, we're looking for passionate people to help manage our patient inquiries, using CI CARE framework that makes One Medical unique. As a Centralized Support Specialist II Billing Specialist, you'll execute our mission of delivering high-quality care and service. Specifically, you'll take patient phone calls and handle patient conversations to deliver world class care. You are a strong and innovative problem-solver, who is driven to help people. You have mastered the art of customer-service, administrative work and are motivated to cultivate change in healthcare. You are currently looking for your next opportunity at an organization that is transforming healthcare we would love to connect. Key job responsibilities Handle patient phone calls and message inquiries, de-escalate issues, ensure patient satisfaction, and assist with navigating healthcare needs including insurance, billing, medical records, authorizations, and referrals, using impeccable C-I-CARE (a framework containing the key elements of a great interaction and effective communication that we use with patients and each other) in all interactions to ensure a positive experience. Collaborate with providers and other operations team members to complete urgent tasks pertaining to patient billing issues and questions. Proactively reach out to patients with open balances to assist with payment options, educate admins and patients on health insurance benefits, answer complex billing inquiries, resolve payment processing issues, support One Medical's efforts to empower patients in resolving financial responsibilities, and maintain service level agreements in response time to admins and patients. Assist admins with our member's billing needs via 1Life's tasking system to provide the best customer service. Investigate claims through insurance to ensure they were processed according to the patient benefit plan, including reviewing and reconciling patient and insurance balances for accuracy. Master our technology suite including but not limited to RingCentral, Slack, G-suite, Zoom, and our Electronic Medical Record System 1Life, to be able to interact with team members and patients and complete daily work. Contribute to team development through rounding, attending team huddles, participating in team problem solving, supporting all in-office providers with urgent & stat patient needs. A day in the life In this role, you'll handle inbound calls from One Medical patients (customers) regarding their medical bills, insurance claims, and payment inquiries. Daily activities include reviewing patient accounts, processing payments, explaining EOBs, and coordinating with internal stakeholders such as medical billing specialists, insurance verification teams, and healthcare providers to resolve billing discrepancies. You'll solve problems like incorrect charges, insurance claim rejections, payment plan requests, and billing confusion. Regular communication with insurance companies to verify benefits and claim status is essential. The role requires documenting all interactions in the electronic health record system and following up on pending issues. About the team Amazon One Medical's call center team combines healthcare expertise with Amazon's customer-obsessed culture to deliver exceptional patient support. Our team has focused on making healthcare more accessible and less complicated for members. We handle billing inquiries with empathy and efficiency. Our culture emphasizes leadership principles of ownership and continuous improvement, supported by ongoing training and development. Team members work in a diverse, inclusive environment where success is measured by positive patient impact while maintaining the highest standards of healthcare privacy and professionalism. Basic Qualifications - 2+ years of customer service in a healthcare call center environment experience - 1+ years of medical billing, insurance claims, or healthcare revenue cycle experience - Experience in Microsoft Office Suite using electronic health records (EHR) or customer relationship management (CRM) systems Preferred Qualifications - Ability to work various shifts - Strong problem-solving and documentation skills - Ability to type 45+ WPM while maintaining accuracy Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner. Our compensation reflects the cost of labor across several US geographic markets. The Colorado base pay for this position ranges from $41,600/year up to $45,760/year. The National base pay for this position ranges from $31,200/year in our lowest geographic market up to $50,000/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ******************************************************* . This position will remain posted until filled. Applicants should apply via our internal or external career site.

A leading AI knowledge management firm is seeking a Head of Customer Success for North America. This role involves nurturing strategic partnerships with C-suite executives to enhance customer engagement and implement AI ROI strategies. The ideal candidate has over 10 years of experience in customer success, understands the complexities of regulated industries, and excels in communication and strategic thinking. The position is based in Sunnyvale, CA, requiring in-office presence and offers significant responsibility in driving client outcomes and satisfaction. This is a key role for shaping AI transformation in customer operations. #J-18808-Ljbffr

This position is part of the AWS Specialist and Partner Organization (ASP). Specialists own the end-to-end go-to-market strategy for their respective technology domains, providing the business and technical expertise to help our customers succeed. Partner teams own the strategy, recruiting, development, and growth of our key technology and consulting partners. Together they provide our customers with the expertise and scale needed to build innovative solutions for their most complex challenges. Elevate Customer Success with innovative Cloud Technology. We're seeking an innovative Customer Success Specialist to transform enterprise contact center experiences through AWS Amazon Connect. You'll be a strategic partner who empowers businesses to revolutionize their customer engagement, driving meaningful technological adoption and creating tangible business value. Key job responsibilities - Develop customized success plans that align AWS Amazon Connect solutions with customers' strategic business objectives - Design and deliver technical workshops that accelerate technology adoption and customer enablement - Create comprehensive best practices documentation and implementation guides - Proactively monitor customer health dashboards and address potential adoption barriers - Gather and communicate critical customer insights to AWS product development teams A day in the life Your day will be a dynamic blend of strategic thinking and customer-centric problem-solving. You'll collaborate with enterprise customers, design tailored success strategies, and unlock the transformative potential of cloud communication technologies. Expect to craft compelling narratives that demonstrate how AWS Amazon Connect can fundamentally reshape customer interaction models. About the team We are a collaborative group of customer success professionals dedicated to driving technological innovation. Our team believes in empowering businesses through intelligent cloud solutions, working closely with customers to understand their unique challenges and co-create breakthrough strategies. Diverse Experiences AWS values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying. Why AWS? Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses. Inclusive Team Culture AWS values curiosity and connection. Our employee-led and company-sponsored affinity groups promote inclusion and empower our people to take pride in what makes us unique. Our inclusion events foster stronger, more collaborative teams. Our continual innovation is fueled by the bold ideas, fresh perspectives, and passionate voices our teams bring to everything we do. Mentorship & Career Growth We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional. Work/Life Balance We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there's nothing we can't achieve. Basic Qualifications - 5+ years of leading large-scale, technical or engineering programs with a proven record of thought leadership, business case development, realizing customer benefits, and successful program completion experience - 2+ years of customer-facing work, engaging with customer executives, technologists or partners to solve business problems with advanced technologies experience - Bachelor's degree in science, technology, engineering, math, business or equivalent - Experience leading technical and non-technical transformation project teams with a proven ability to work across broad functional teams Preferred Qualifications - PMP certification, or SCRUM/Agile, SAFe certification - Experience implementing cloud services including migrations and modernization projects or similar - Experience with Amazon Connect or call center technology Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner. The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life & AD&D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at ******************************* . USA, TX, Austin - 153,600.00 - 207,800.00 USD annually USA, TX, Dallas - 153,600.00 - 207,800.00 USD annually

The Client Service Leader (CSL) is a technically strong, relationship-oriented leader who drives growth in the Natural Gas practice while ensuring exceptional project delivery. This role blends hands-on technical leadership with client stewardship: you will lead multidisciplinary teams to deliver high-quality project results; serve as the primary point of contact for priority accounts; and develop a regional plan that translates market needs into well-scoped pursuits, winning proposals, and successful projects. You'll cultivate new relationships, expand existing ones, and coordinate closely with Practice Area Leaders (PALs), Service Group Leaders (SGLs), and the Marketing team to position ARM's full-service offerings, turning client challenges into sustainable solutions and long-term partnerships. Requirements Client & Market Leadership Proactively generate new business and expand existing client relationships within assigned markets, practices, and geographies. Own the sales lifecycle for key pursuits: prospecting, needs discovery, strategy, scoping, teaming, proposal/fee development, and closing. Build and execute a regional growth and diversification plan (accounts, services, geographies) with targets and revenue goals aligned to Practice Area and company objectives. Source and qualify leads; maintain a healthy opportunity pipeline using ARM's CRM; keep account plans, contacts, and activity notes current. Meet or exceed annual sales and revenue targets; regularly forecast and report progress. Collaborate with Marketing to develop pursuit strategies, statements of qualifications, and collateral. Liaise with the VP, Growth & Strategy; PALs; and SGLs to coordinate go-to-market efforts and cross-selling. Project Delivery & Technical Leadership Manage and coordinate multiple projects; ensure scope, schedule, budget, and quality objectives are met. Lead multidisciplinary teams (engineering, CAD/GIS, scientists) to produce technically sound work products and excellent client service. Provide hands-on technical contributions and reviews (designs, permit applications, studies, reports) Provide technical mentoring and coaching to teammates. Anticipate and mitigate project risks; maintain complex schedules; coordinate subcontractors; drive on-time, on-budget delivery. Ensure proposals are properly scoped, competitively priced, and include appropriate risk protections and operating terms. Support positive cash flow via accurate invoicing, budget tracking, and collaboration on collections as needed. Be a role model. Strive to embody ARM's values and mission. Exemplify characteristics of leadership, work ethic, integrity, positive attitude, and an ownership mentality culture. Base Requirements: Bachelor's degree in an applicable Engineering or Geology discipline (Civil, Environmental, Geotechnical, etc.). 10+ years of experience in the natural gas and energy development industry including, but not limited to, site surface and subsurface investigation, design, permitting, construction oversight, operations support, compliance, permit closure, and environmental response project management. Demonstrated success driving the sales lifecycle (prospecting through award) and growing client accounts. Strong technical knowledge in natural gas infrastructure (e.g., intakes, gas and water pipelines, transfer and metering stations, water storage, mixing, and treatment facilities) and relevant codes/standards. Working knowledge of local, state (e.g., PA/OH/WV), and federal environmental/regulatory frameworks and permitting pathways. Proven ability to lead teams on multiple concurrent projects with minimal supervision; excellent planning and organizational skills. High EQ and strong interpersonal, presentation, and relationship-building skills; comfortable engaging executives and field personnel alike. Proficient with MS Office; familiarity with CRM usage for target management. Ability to travel for client meetings, conferences, and project/site activities. Experience managing vendor and client payment terms to achieve positive cash flow by reviewing project billings, budget management, and assisting with payment collection. Preferred Requirements Master's degree in Engineering, Engineering Management, Geology or related field. Professional Engineer (PE) and/or Professional Geology (PG) licensure in PA or ability to obtain (additional state licensure a plus). Reasonably proficient in AutoCAD Civil 3D, ARC-GIS, and other industry-specific software. Established network of clients/partners in the Energy sector and a track record of account growth. Experience setting annual sales/revenue targets and reporting target/forecast metrics. Your Wellness, Our Priority: A Look at Our Benefits We invest in our team's well-being and future through a comprehensive benefits package with a range of offerings designed to support you holistically. Our health and wellness offerings include two Health Insurance options (Traditional PPO and QHDHP with an HSA), vision and dental coverage, life insurance, disability protection, accident and critical illness coverage. To enhance your future financial security, we provide a 401(k) with company match, HSA/FSA accounts, and 529 college savings plans. Work-life balance is prioritized through our generous PTO starting at 15 days per year and 10 paid holidays per year, giving you ample time to rest, recharge, and attend to life outside the office. An Employee Assistance Program is provided to you and your household with resources to assist you in managing a variety of situations. We invest in your professional growth through our Tuition Reimbursement program and continuing education opportunities. After 6 months of employment, all team members become eligible for quarterly bonuses, providing additional avenues for financial growth. This robust package is designed to foster a workplace where you can thrive both personally and professionally, underscoring our dedication to your overall well-being and future success.

Title: Customer Service Representative Schedule: Hours can be either Monday-Friday 8am-4:30pm OR Monday-Thursday 7:45am-5pm and Friday 7:45am-12:30pm Pay: $27/hr plus commission We're looking for a proactive and empathetic individual to join our team during our busiest season. This role involves managing a high volume of customer interactions-primarily via email (80%) and phone (20%)-to support order inquiries, especially for school-related orders which are currently experiencing a 2-3 week delay. The ideal candidate will be a strong communicator who can listen, let customers vent, and respond with patience and professionalism. Key Responsibilities: Respond to 50-75 customer emails daily through Salesforce, along with incoming calls. Provide updates on order timelines and manage expectations with empathy. Assist with new parts orders, ranging from hardware to furniture and carpet kits. Collaborate occasionally with logistics, production, and installers for warranty-related issues. Handle paperwork efficiently in a document-heavy environment. What We're Looking For: Customer service experience A go-getter who asks the right questions and takes initiative. Strong customer service skills with the ability to think outside the box. Someone who thrives in a fast-paced, high-volume setting. A team player who's comfortable working independently and asking for help when needed.

Role: Customer Service Representative Onsite Pay rate: $21 - 22/h The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists Responsibilities Communicate with customers via phone, email and chat Provide knowledgeable answers to questions about product, pricing and availability Work with internal departments to meet customer's needs Data entry in various platforms Demonstrate consistent good quality and performance results. Provide consistent service that is customer focused and professional. Supporting Field Sales agents with insurance product information SKILLS • Ability to effectively communicate and build strong partnerships with newer employees. • Basic computer skills and knowledge of database software. • Effective problem solving/process improvement skills used to identify and resolve day-to-day operation and employee relation situations that may arise. • Demonstrated attention to detail, organizational skills, and time management skills. • Ability to work a flexible schedule to meet the needs of the business and performance requirements. Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work experience in a contact center environment preferred.

Title: Specialist, Research Engagement Services I Duration: 06 Months Candidates must have a completed Bachelors Degree for consideration. Candidates must be flexible enough to work in either of the following shifts based on requirements: 9am-6pm EST or 10am-7pm EST Overview: Research Engagement Services (RES) Specialists provide world-class service by engaging directly with clients, prospects and vendors to coordinate requests with Client Research & Advisory Experts. Successful Specialists demonstrate a passion for client service, strong problem-solving skills, and a willingness to learn with a high degree of ambition and drive. In the role of RES Specialist, you will act as a liaison between internal and external Clients and the Client Expert community to problem solve around our clients most pressing technology and business-related questions and problems. Other duties include: Coordinate with internal and external stakeholders to schedule research interviews. Serve as primary day-to-day contact for member and prospective companies for research projects. Ensure that CRM database (Client.com) contains accurate account details, contact information, and notes regarding research interview requests. Provide research support on a variety of projects. Maintain project dashboards to provide clear and accurate visibility into project ownership, progress and next steps. Time management and organizational skills Written and verbal communication skills Analytical mindse

About the Company Job Title : Customer Service Representative Worksite : Onsite Duration : 3+ Months About the Role Job Description: Qualifications: Exceptional communication and organizational skills. Strong attention to detail, especially in recordkeeping and compliance. Previous experience in customer service, sales, or biotech preferred. 2+ years of service or relevant experience preferred. Responsibilities: Achieve daily, weekly, and monthly goals. Comply with assigned schedules, assignments, and productivity metrics. Promptly, efficiently, and accurately contact existing customer or lead database. Assure the quality, integrity, and accuracy of client information. Master product information for accurate dissemination to customers. Comply with standard operating procedures and instructions within a quality management system. Assist customers and medical professionals throughout the birthing process and delivery lifecycle of ViaCord's service. Successfully resolve customer challenges. Handle escalated customer issues as needed. Build and maintain strong customer relationships. Promote an open communication model and a positive teamwork environment. Partner with Customer Service Management to assist with new-hire training, as needed. Participate in continuous improvement projects within the department. Participate in cross-functional improvement initiatives. Required Skills: Exceptional communication and organizational skills.

We are seeking a dedicated and enthusiastic recent college graduate for a Contract-to-Hire Sea Logistics Customer Care Specialist position. This role involves managing client interactions, coordinating air logistics operations, and ensuring seamless customer experiences. Responsibilities: Client Communication: Serve as the main contact for customer inquiries, providing information on air logistics services. Shipment Coordination: Monitor and manage air shipments, ensuring timely and accurate delivery. Issue Resolution: Address and resolve shipment discrepancies or issues promptly. Documentation: Prepare and process necessary shipping and customs documentation. Coordination: Collaborate with internal teams and external partners to ensure smooth logistics operations. Data Management: Maintain accurate records of shipments and update relevant systems with current information. Qualifications: Education: Bachelor's degree in Business, Logistics, Supply Chain Management, or a related field. Skills: Excellent communication, organizational, and problem-solving skills. Technical: Proficiency in Microsoft Office; familiarity with logistics software is a plus. Attributes: Detail-oriented, customer-focused, and able to thrive in a dynamic environment. Compensation: $23.00 - $25.00 per hour

Job Title: Client Services Representative Another Job Location:- Memphis, TN Job Duration: 6 months contract Duties: Local candidates only to Southfield, MI. Hybrid role onsite 3 days per week and WFH 2 days per week. Wednesdays and either Monday or Friday are mandatory, the third day may be chosen by the new hire. Strictly temporary for now but opportunity for extension or conversion may occur (not guaranteed) Laptop provided Work Schedule 9 AM ET- 6 PM ET with 1 hour lunch (must be in their seat logged in at 9 AM) Attendance Policy- No more than 2 tardies and/or unexcused absences within a 30 day period. The Client Services Representative (not to be confused with Client Service Associates) will be responsible for supporting the Client Services team located at the Southfield, MI office. The Client Services department is considered the 'main point of contact' for (internal and external) clients who have questions or general inquiries that need resolution. The client base consists branch associates, Financial Advisors, or the clients of Financial Advisors. In addition, this particular team manages client access websites, where clients can access their accounts, online trade, etc. These 4 Client Service Reps will be responsible for handling basic customer inquiries, such as: a client forgot their username or password, client needs to update their home address or phone number, etc. The typical call volume per Client Service Rep is roughly 50-60 calls per day. However, call volume will increase during tax season and the associates may receive up to 80 calls per day. Training will last 1-2 weeks. The CSR's will practice doing mock calls with other associates. The Client Services team does not read off scripts while on the phone. Instead, they will have access to a SharePoint site which houses 'go-to' guides on how to handle various customer scenarios. Performance Monitoring Management will randomly listen in on calls in order to evaluate performance. They will primarily be measuring call quality, compliance (ensuring all of the necessary steps were taken i.e. verifying the caller's identify before proceeding, etc.), documentation / accuracy, call time, etc. Manager stated that their department focuses more on quality rather than quantity. Job Duties:Responsible for answering inbound calls from clients, while providing exceptional customer service Resolve general inquiries such as username / password resets, address changes, phone number changes, etc. Document call activity using Clients' proprietary system (they will be expected to document while on the phone with the customer) Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices Coordinates problem resolution with appropriate departments Informs customers of standard procedures or resolution of problem Follows up, either verbally or in writing, to ensure customer satisfaction Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies Skills:Must possess 2-3 years of recent customer service experience, ideally from a call center. Must have the ability to type and be on the phone at the same time. Ability to navigate through numerous systems at once Experience using dual monitors Proficient user with Microsoft Word, Outlook, and basic Excel Ability to type at least 40 WPM Exceptional customer service skills; easy to understand Excellent verbal and written communication skills; ability to use proper grammar and spelling Experience within the banking or financial services industry is preferred but not required Education: Minimum of a High School Diploma or equivalent

We are looking for a technical services consultant who thrives at the intersection of code and customer. As an early member of our Technical Services team, you'll help our most strategic customers deeply integrate Asana into their ecosystems through custom automations, integrations, and strategic guidance. You'll write code, influence architecture, and engage directly with IT and business leaders to deliver measurable impact through the Asana platform. This is a multi-faceted role-part solution architect, part developer, and part trusted advisor-ideal for someone who loves solving hard problems, building elegant technical solutions, and shaping the future of how organizations collaborate. As a technical consultant, you'll work with our rapidly growing enterprise and strategic customer base, partnering with IT and business stakeholders to design and implement custom solutions using the Asana platform and third-party APIs. You'll serve as a solution-oriented technical architect, empathetic customer advocate, and product expert-helping customers explore the art of the possible through data migrations, scripted automations, and custom integrations. You'll advise customer-led engineering teams on how best to integrate Asana into their enterprise stack, and act as a liaison to the product team, offering invaluable feedback on our developer tools and platform. Internally, you'll bring a unique, customer-centric technical perspective to teams across Asana. This role is based in our Chicago office with an office-centric hybrid schedule. Along with most Asanas, you'll work from this office in person on Mondays, Tuesdays, and Thursdays. Most Asanas have the option to work from home on Wednesdays and Fridays. If you're interviewing for this role, your Talent Acquisition Partner will share more about the in-office requirements. What you'll achieve: * Become a subject matter expert on Asana's product, APIs, and developer tools * Design and implement scalable, customized solutions for enterprise customers * Evaluate technical feasibility of customer use cases and recommend best-fit custom solution strategies to cross-functional teams * Provide guidance on automation, integration, and extensibility within complex tech stacks * Collaborate with internal teams to deliver a seamless end-to-end customer experience * Identify opportunities to improve technical services offerings and scale delivery practices * Represent the voice of the customer by sharing feedback with Product, Engineering, and Developer Relations About you: * 5+ years in customer-facing technical roles (e.g., Solutions Architect, Technical Consultant, Customer Engineer). * 3+ years of hands-on programming (Python or Node.js required), with a strong understanding of REST APIs. * Architect mindset - you design for scale, understand system tradeoffs, and build with both today and tomorrow in mind. * Technically curious - you dive deep into how things work, approach challenges with creativity and pragmatism, and continuously seek and share new knowledge to grow yourself and the team. * Customer-first communicator - you are equally comfortable in a code editor and on a stakeholder call, with the ability to translate technical details for a non-technical audience. * Thrive in ambiguity - you are proactive, self-directed, and comfortable building in fast-evolving environments and early-stage teams. * Trusted partner-you build lasting relationships across technical and business teams, and influence with clarity and empathy. * Demonstrates curiosity about AI tools and emerging technologies, with a willingness to learn and leverage them to enhance productivity, collaboration, or decision-making. At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply. What we'll offer Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit. For this role, the estimated base salary range is between $120,000 - $136,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified. In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. We strive to provide equitable and competitive benefits packages that support our employees worldwide and include: * Mental health, wellness & fitness benefits * Career coaching & support * Inclusive family building benefits * Long-term savings or retirement plans * In-office culinary options to cater to your dietary preferences These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. #LI-Hybrid #LI-AH2

As a Technical Services Consultant (“TSC”), you will play a critical role in supporting the successful implementation of our SaaS products. You will function as the integration subject matter expert, working under the guidance of the Technical Services Lead (“TS Lead”), to collaborate closely with the Delivery Services Organization and directly engage with clients to ensure seamless project delivery. This client-facing role requires a blend of technical proficiency and communication skills, as you will lead meetings, troubleshoot issues, and provide expert guidance on various integration methods and data migration/conversion strategies. Additionally, the TSC will support production clients by offering technical services and may take on development tasks (as needed). This position is remote (work from home), with a minimal travel requirement. Job Responsibilities Lead/manage connectivity and access efforts throughout an implementation project (reference: Allowed Listing [whitelisting]; SSO (SAML 2.0); and credentialing for SFTP, VPN, and Database) Lead requirements and technical discussions in front of clients, including technical specifications, business process review and impact, ETL process, and solution design Provide technical guidance and support to staff and clients, serving as a technical liaison to clearly facilitate and translate specifications between business and technical staff Conduct review and analysis for validity and quality on data provided via integrations Communicate clearly to TS Lead and/or Project Manager surrounding prioritization, capacity, status reports, and blockers Learn and know our offerings and functionality Support product troubleshooting and issue triage Provide technical services to Product Management/Client Support (as needed) Complete assigned development tasks (as needed) Perform other related duties as assigned to meet the ongoing needs of the organization Required Skills BS in Computer Science/Engineering or relevant work experience Significant client technical consulting experience, including analysis, design, and support of integrations and/or software Experience in the Higher Education industry, preferably Financial Aid Office experience and knowledge Excellent verbal and written communication skills Experience with a broad range of technology and platforms, with a proven ability to quickly learn and adapt to new frameworks, platforms, systems, and technologies Experience with B2B data integrations, including ETL and Web Services Experience leading discussions with both business and technical staff to analyze and determine solution design, processes, and requirements Experience working collaboratively to whiteboard solutions in front of a group Strong analysis, problem solving, and critical dynamic thinking skills Working experience with: SQL, SQL Server, XML, schemas, relational database, Atlassian Jira/Confluence, and Microsoft SharePoint/Teams/Word/Excel (Nice to have: JavaScript, Form Building, VTL, Bitbucket, Azure Data Factory) Additional Information We provide comprehensive benefits, including but not limited to, medical, dental, vision, LTD, STD, AD&D, and Life insurances as well as a 401k match and FSA/HSA options. Attain Talent is committed to fair and equitable compensation practices. Individual base salary for this position is unique to each candidate and will be commensurate with experience, education, and skills, ranging from $95,000 - $110,000. Interested in this position but the compensation isn't quite right? Let us know your expectations, and we'll see if we can make it happen based on your qualifications. Attain Talent is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Applicants have rights under Federal Employment Laws. For more Information visit EEO, EEO Poster Supplement, Family and Medical Leave Act (FMLA), and Employee Polygraph Protection Act (EPPA). If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

About Onit: We're redefining the future of legal operations through the power of AI. Our cutting-edge platform streamlines enterprise legal management, matter management, spend management and contract lifecycle processes, transforming manual workflows into intelligent, automated solutions. We're a team of innovators using AI at the core to help legal departments become faster, smarter, and more strategic. As we continue to grow and expand the capabilities of our new AI-centric platform, we're looking for bold thinkers and builders who are excited to shape the next chapter of legal tech.If you're energized by meaningful work, love solving complex problems, and want to help modernize how legal teams operate, we'd love to meet you. Position Summary:Onit is seeking a client-facing Advisory Services Consultant to help corporate legal departments modernize operations and maximize ROI on their Onit solutions. You'll diagnose current-state processes, translate business priorities into people-process-technology roadmaps, and guide clients through implementation, adoption, and continuous improvement. Partnering with pre-sales, sales, product, and delivery, you'll provide best-practice thought leadership, design metrics and governance, and turn data into actionable recommendations that reduce spend, improve matter and contract throughput, and strengthen compliance. You'll also relay market and customer insights back to product leadership, influence our partner ecosystem, and create content (playbooks, white papers, presentations) that elevates Onit's position as a legal operations leader. This is a client-facing role that combines technical expertise with business acumen and communication skills. You'll translate complex matters into clear, actionable insights that support operational excellence and innovation across the legal ecosystem.Key Responsibilities: Operational Assessment & Strategy: Evaluate legal ops maturity (matter, e-billing/spend, contract lifecycle, compliance) and define prioritized roadmaps with measurable KPIs. Process Design & Optimization: Redesign workflows, roles, and controls; implement operating models and governance to improve efficiency, quality, and risk management. Technology Advisory: Recommend and guide implementation/expansion of Onit products and integrated tools across the legal tech stack; align configurations to business goals. Data-Driven Insights: Build metrics, dashboards, and reporting to monitor performance; analyze trends and legal spend to drive cost control and value realization. Change Management & Adoption: Lead enablement, training, and communications to drive stakeholder buy-in and sustain new ways of working. Go-to-Market Partnership: Collaborate with pre-sales/sales on discovery, value cases, and scoping; shape Statements of Work and identify advisory revenue opportunities. Product & Partner Feedback Loop: Provide structured input to product leadership on enhancements; cultivate partner relationships to extend solution value. Thought Leadership: Develop client-ready artifacts (playbooks, white papers, conference presentations) that codify best practices and market insights. Required Skills: Bachelor's degree in Business, Legal Studies, or related field; advanced degree (MBA/JD) a plus. 7+ years in legal operations, consulting, or business process improvement within a corporate legal department, law firm, or legal tech provider. Proven success implementing and optimizing ELM/e-billing, matter management, CLM, and legal tech; strong understanding of integrations and data flows. Demonstrated ability to analyze complex operational and financial data, define KPIs, and translate insights into clear recommendations and roadmaps. Excellent stakeholder management and communication skills-comfortable with attorneys, operations leaders, finance/procurement, IT, and executives. Strong project/program management skills across discovery, design, implementation, and change management; adept at balancing multiple priorities. Business acumen to align legal strategies with enterprise goals and build value/ROI cases. At Onit, we're committed to offering fair and competitive compensation. In addition to base pay, associates are eligible for an annual discretionary bonus. The final base salary you receive will reflect factors such as your skills, education, experience, and work location. Benefits & Perks That Support You:Onit offers a comprehensive total rewards package designed to support the whole employee at work and beyond:Health Coverage Choices: Three medical plan options, plus dental and vision, so you can choose what fits best. Employees on our HDHP plan also receive employer contribution to the HSA.Retirement Savings: 401(k) with a 100% match on the first 3% and 50% on the next 2% of employee contributions.Time Away: Flexible paid time off, 7 sick days, and 9 paid company holidays annually.Family Support: Exceptional paid leave for birth parents, non-birth parents, and caregivers. Onit also offers surrogacy and adoption reimbursement.Income Protection: 100% employer-paid life and disability insurance.Additional Coverage Options: Voluntary benefits including hospital indemnity, critical illness, accident, and even pet insurance.Tax-Advantaged Accounts: Healthcare FSA, HSA, and dependent care FSA.Community Engagement: One paid volunteer day each year to give back to the community. Our Commitment to ApplicantsWe know that not everyone will check every box in a job description. At Onit, we value diversity, inclusion, and authenticity. If you're excited about this role but your experience doesn't align perfectly with every qualification, we encourage you to apply. You may be exactly who we're looking for. This position will remain open for applications for 7 calendar days from the posting date.

The candidate shall develop SAP Data Services jobs moving data from source (SAP, non-SAP) systems to target (mostly non-SAP). Should have experience with SAP Data Services (3-5+yrs) and understand non-SAP (text file, MS SQL) sources and their data transformation activities Job Responsibilities (Day to Day Activities of the Role): Participate in meetings, work together with Data architects to understand source of information and data elements. Create documentation on developments created by self. Test scenarios and understand implications. Follow-up with open items with other teams and impacted customers. Recommend improvement opportunities. Qualifications Required Skills: SAP Data Services experience Soft Skills: Good communication skills, good coordination skills, good interpersonal skills (working together with other teams) Desired Skills or Experience: Experience with versioning and transport control, experience with multicultural environment and experience in working with global companies and virtual teams. Additional Information To discuss further about this position, please reach out to me at **************. Riya Jain Technical Recuiter Collabera

Oracle Service Cloud Consultant Clearance Requirements: None Position Status: Full Time - Direct Hire Pay Rate: $180,000 + Based on Experience Seneca Resources is seeking a Senior Oracle Service Cloud (OSvC) Developer to lead technical development and solution design within a complex enterprise environment. In this role, you will partner closely with clients and cross-functional teams to optimize the Oracle Service Cloud platform, improve user efficiency, and deliver impactful business outcomes. The ideal candidate will bring deep expertise in Oracle Service Cloud development, integrations, and customization-along with a passion for solving business challenges through innovation, collaboration, and best practices. Key Responsibilities: * Serve as the senior OSvC developer and technical expert for Oracle Service Cloud solutions. * Own the design, development, and deployment of technical features, enhancements, and integrations. * Analyze business requirements and recommend scalable, high-performing solutions aligned with best practices. * Facilitate demos, workshops, and design sessions with clients and stakeholders. * Develop and maintain system documentation, custom reports, and analytics dashboards. * Evaluate agent and system efficiency to identify and address performance gaps. * Perform application administration functions, including user management, permissions, data rules, and configuration updates. * Support mobile application updates for iOS and Android using Oracle Mobile Application Framework (Oracle MAF). * Lead end-to-end solutioning for integrations across CRM, telephony, middleware, and cloud platforms. * Conduct troubleshooting and root cause analysis for technical issues. * Collaborate across business and technical teams to ensure seamless delivery and client satisfaction. Required Skills/Education: * 10+ years of experience as an Oracle Service Cloud (OSvC) Developer, including Oracle APIs. * Expertise with OSvC components: Agent Desktop, Workspaces & Workflows, CPM, Agent Scripting, Knowledge Management, Rules, UI Customization, Analytics, Custom Objects, and ROQL. * Proficiency developing add-ins and customizations using .NET and JavaScript within the OSvC framework. * Strong understanding of Oracle Service Cloud architecture layers-OIA, OSvC, and UI/UX (Widget Framework). * Experience extending and customizing Oracle Service Cloud widgets (Chat, Knowledge, Email, etc.). * Hands-on experience integrating OSvC with COTS platforms and cloud telephony systems (Genesys, IVR, SMS, CTI toolbar options). * Solid understanding of SOAP and REST API integrations, middleware solutions, and data migration. * Proven ability to lead solution design, testing, delivery, and user training. * Experience communicating with stakeholders at all levels and managing multiple projects simultaneously. Preferred Qualifications: * Knowledge of Oracle Policy Automation (OPA), Oracle Knowledge Advanced, Oracle Social Relationship Management, Oracle Mobile Service Cloud, and Chatbot frameworks. * Experience with Oracle Mobile Application Framework (Oracle MAF). * Successful completion of at least three end-to-end OSvC implementations. * Oracle Service Cloud certification highly preferred. About Seneca Resources At Seneca Resources, we are more than just a staffing and consulting firm - we're a trusted career partner. With offices across the U.S. and clients ranging from Fortune 500 companies to government organizations, we help professionals grow their careers while making a meaningful impact. When you work with Seneca, you're choosing a company that invests in your success, celebrates your achievements, and connects you with opportunities that align with your goals. We offer competitive pay, comprehensive health, dental, and vision benefits, 401(k) retirement plans, and dedicated career support every step of the way. Seneca Resources is proud to be an Equal Opportunity Employer, committed to fostering a diverse and inclusive workplace where all qualified individuals are encouraged to apply.

The consultant plays a key role in supporting project execution from start to completion under the guidance of leadership. Their responsibilities include participating in analysis and problem-solving tasks, assisting in the day-to-day work of the engagement team, and learning to manage client relationships. They are expected to actively participate in professional development activities and seek coaching opportunities to enhance their skills and expertise. Success Factors Responsibilities * Support the execution of consulting engagements of clients across multiple industries under the supervision of a senior consultant or manager; contribute to ensuring work is completed on time and within budget * Assist in planning engagement objectives and strategies that comply with professional standards and address risks * Gain understanding of the scope of the engagement and provide input based on supervisory feedback * Participate in the presentation of engagement results under the guidance of senior staff * Assist in client site visits (if needed) and learn to manage inquiries and assignments * Respond to client calls and emails in a timely manner with a solution-oriented approach, under the supervision of a manager * Support business development and community activities to help identify and research opportunities on new and existing clients * Contribute to the growth of the team's internal and external network and relationships * Support the development of the service line by assisting the leadership team in advancing thought leadership and client development * Align with the company's values and its mission and long-term vision * Assist in ensuring client deliverables are met within expectations and learn how to handle any issues that may arise * Stay updated on local and national business and economic issues * Participate in continuous learning activities and active research to improve and develop technical expertise People Management/Relationships * Treat everyone with respect * Ability to handle difficult conversations with team members regarding performance and development * Team player; successfully adapt to different personalities and working styles * Proactively and effectively communicate information regarding status issues to team members both written and oral * Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; change oriented with flexible approach Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Knowledge, Skill and/or Ability * Strong verbal and written communication skills, to effectively interface with clients, firm management and team members with varied technical aptitudes * Creative and innovative approach around concepts and projects * Demonstrated customer service orientation, intellectual curiosity, and listening skills * Proficient in setting priorities, managing multiple projects, overcoming obstacles, and utilizing organizational skills to accomplish tasks quickly * Problem solving skills; ability to shift focus and adapt to changes Education, Experience and Certifications * Bachelor's degree in related field of business; Master's degree a plus * 2+ years experience in consulting field with understanding of core accounting and finance principles (consideration given to relevant experience in accounting or finance areas) * Certification and/or recognition from industry professional organizations preferred * Working knowledge of Microsoft Office suite products, strong analytical knowledge in Excel and other analytical/data modeling software a plus * Ability to demonstrate creative problem solving skills and intellectually curious/motivated to develop professionally through continuous learning * Excellent attention to detail with the ability to manage multiple projects within restricted timelines Essential Functions * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery etc. * Constantly operates a computer and other office productivity machinery, such as an adding machine, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external team members/vendors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to other office locations as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. Salary Range: $65,000 - $75,000

As the leader of a Client Services Team, you will offer excellent customer service by drawing on insurance experience to manage insurance verification processes for customers, utilizing sophisticated computer applications, the Internet and personal interaction. Monitor daily workload and manage client project priorities, communicating any changes to operations work groups as needed to get priority tasks accomplished. Provide customer service for incoming and outgoing calls from clients, vendors, agents and brokers. Accurately process client requests, certificates of insurance, and account information while utilizing data entry and phone skills. Apply appropriate leadership skills for your Client Services Team to achieve productivity, mail service levels, and accuracy. 1. Customer Service a. Handle Client Phone Calls. High Availability to Customers. * Point person for all contact with Client. Develop a strong relationship with Client that gains trust and confidence in their decision to use our services. b. Provide insurance related detail & explanation to Customer questions c. Act as liaison between Client & Vendor to relay insurance coverage related issues d. Streamline process for large vendors with multiple locations to achieve efficient work flow e. Guide Client Service Analyst: * Communicate with agents to clarify or verify information provided on certificates * Contact vendor via phone, email or letters to explain deficiency issue and what is needed in order to comply with Client requirements. * Mentor & Train new CSA so that they provide excellent customer service 2. Account Maintenance a. Waiver Requests, Financials, Cancellations, Reinstatements, and etc. b. Account Modification; Review of Deficiencies c. Account research, Data Repairs, General Documents, etc d. Email to Client and all related account tasks. e. Client Projects - monitor any client projects and ensure daily workload changes are made so that these are completed in a timely manner f. Client website expertise and maintenance * Review reports for accuracy * Field client calls regarding problems they are experiencing with the website (navigation, reports, data entry, etc.) g. New client implementations * Support Implementations team as needed * Review client spreadsheets, requirements, & business rules for accuracy * At startup, monitor all aspects of workflow to ensure correct account setup h. Audit Redbooks, create necessary updates per client correspondence and update Redbooks. 3. Quality Assurance / Auditing a. Review quality reports and provide feedback to Client Services Team b. Assist in QA administration as requested by supervisor 4. Employee Administration a. Address employee concerns or issues (including performance, attendance, tardiness, productivity, accuracy, etc.) following Ebix BPO procedures of coaching, verbal warnings, written warnings, and terminations. b. Review employment applications and conduct interviews according to Ebix BPO guidelines to make new hire recommendations. c. Complete timely performance reviews of team members. d. Complete timely performance reviews of team members - CSAs - including 90, 180 day and yearly reviews and recommending raises. 5. Data Entry, Letter Printing, Daily Reports, as needed 6. Relay to Marketing areas of potential revenue growth from clients or vendors for follow-up. 7. Performs other duties as deemed necessary and/or as assigned 8. Pursue professional and insurance growth. 1. Customer Service: Ensures all issues raised by Customer and Vendor are addressed to their satisfaction, per company standards, and in a timely manner. 2. Ensure that daily account maintenance tasks are handled per company standards & procedures. 3. Minimum Performance Requirements: a. Service Levels * Priority emails & faxes (hand delivers) - 24 hours * Emails, Faxes, Regular Mail, and Client Mail - 5 days b. Quality Assurance Evaluations: Review and complete within 1 week Has authority to perform the duties outlined in this job description. Has no monetary authority. Refer to supervisor for issues that involve client or operational issues (i.e.: special projects requiring lengthy time and multiple staff). 1. Sufficient blend of proven insurance knowledge, experience, coursework and credentials (which may include P&C producer's license, CISR or similar credentials). College degree preferred. 2. Must be able to communicate professionally on the phone as well as in written correspondence. Emphasis on excellent customer service. 3. Very good typing & computer skills. 4. Able to work well under pressure to meet deadlines. 5. Must possess strong organizational skills

The Technical Services Consultant provides specialized support for our Sales teams by troubleshooting complex deals and incentive contract and program issues related to Ad products. Please note: this is an SME role where "technical" refers to your deep, specialized knowledge of our deal ecosystem, incentive structures, internal sales tooling, and operational processes (not engineering or coding). In this role, you'll collaborate with Sales, Operations, Engineering, and Finance to analyze root causes, recommend strategic solutions, and ensure deals and incentive requests are accurately configured and fully compliant with policy. Must be able to work in office in San Jose, CA Starting Pay: $28/hour on W2 plus benefits Responsibilities Work from a ticketing system to troubleshoot and resolve deal-related issues across incentive programs, contract structures, and ad product configurations. Analyze and interpret complex contracts to ensure alignment with internal policies, system capabilities, and product requirements. Serve as a subject-matter expert on deals and incentive workflows, revenue-impacting processes, and internal tools and systems. Support internal sales tools by investigating workflow breakdowns, identifying usability or configuration gaps, and partnering with technical teams on solutions. Document recurring issues and contribute regularly to process improvements, tool enhancements, and internal knowledge bases. Ensure team SLAs are consistently met or exceeded, and maintain accurate, up-to-date project trackers. Create new training materials related to the deals and incentives ecosystem. Perform other duties as assigned to support critical business objectives. Requirements Bachelor's degree in Business Administration, Economics, Communications, Information Systems (MIS), Operations Management, or a related quantitative field. Exceptional analytical and problem-solving skills with a high degree of rigor and attention to detail; demonstrated ability to break down complex business issues and propose practical, data-backed solutions. Comfort interpreting, analyzing, and applying complex contract terms, deal structures, and business rules/policies in a technical context. Excellent written and verbal communication skills, with proven ability to clearly articulate complex operational and technical issues to both technical and non-technical stakeholders. Strong commitment to good customer service and a seller-first mindset, ensuring empathetic and effective resolution for internal partners. Proven ability to work cross-functionally and manage multiple competing priorities in a fast-paced, high-stakes environment. At least a pre-intermediate proficiency in Google Sheets or Excel. A strong process-oriented mindset and a demonstrated interest in optimizing workflows and driving operational efficiency. Ability to work well independently with minimal supervision. Preferred Requirements Familiarity with CRM or internal sales tools. Experience working with sales operations, revenue operations, ad products, incentives, or contracting. Prior experience working in a corporate setting or in a technical support role. Benefits Subsidized Medical, Dental and Vision Insurance Life Insurance 401k Paid Time Off Employee Assistance Programs

The consultant plays a key role in supporting project execution from start to completion under the guidance of leadership. Their responsibilities include participating in analysis and problem-solving tasks, assisting in the day-to-day work of the engagement team, and learning to manage client relationships. They are expected to actively participate in professional development activities and seek coaching opportunities to enhance their skills and expertise. Success Factors Responsibilities * Support the execution of consulting engagements of clients across multiple industries under the supervision of a senior consultant or manager; contribute to ensuring work is completed on time and within budget * Assist in planning engagement objectives and strategies that comply with professional standards and address risks * Gain understanding of the scope of the engagement and provide input based on supervisory feedback * Participate in the presentation of engagement results under the guidance of senior staff * Assist in client site visits (if needed) and learn to manage inquiries and assignments * Respond to client calls and emails in a timely manner with a solution-oriented approach, under the supervision of a manager * Support business development and community activities to help identify and research opportunities on new and existing clients * Contribute to the growth of the team's internal and external network and relationships * Support the development of the service line by assisting the leadership team in advancing thought leadership and client development * Align with the company's values and its mission and long-term vision * Assist in ensuring client deliverables are met within expectations and learn how to handle any issues that may arise * Stay updated on local and national business and economic issues * Participate in continuous learning activities and active research to improve and develop technical expertise People Management/Relationships * Treat everyone with respect * Ability to handle difficult conversations with team members regarding performance and development * Team player; successfully adapt to different personalities and working styles * Proactively and effectively communicate information regarding status issues to team members both written and oral * Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; change oriented with flexible approach Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Knowledge, Skill and/or Ability * Strong verbal and written communication skills, to effectively interface with clients, firm management and team members with varied technical aptitudes * Creative and innovative approach around concepts and projects * Demonstrated customer service orientation, intellectual curiosity, and listening skills * Proficient in setting priorities, managing multiple projects, overcoming obstacles, and utilizing organizational skills to accomplish tasks quickly * Problem solving skills; ability to shift focus and adapt to changes Education, Experience and Certifications * Bachelor's degree in related field of business; Master's degree a plus * 2+ years experience in consulting field with understanding of core accounting and finance principles (consideration given to relevant experience in accounting or finance areas) * Certification and/or recognition from industry professional organizations preferred * Working knowledge of Microsoft Office suite products, strong analytical knowledge in Excel and other analytical/data modeling software a plus * Ability to demonstrate creative problem solving skills and intellectually curious/motivated to develop professionally through continuous learning * Excellent attention to detail with the ability to manage multiple projects within restricted timelines Essential Functions * Must be able to remain in a stationary position as needed * The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery etc. * Constantly operates a computer and other office productivity machinery, such as an adding machine, copy machine, and computer printer * Ability to communicate in a professional manner and exchange information with internal and external team members/vendors as needed * Ability to lift/carry up to 20 pounds * Ability to work outside of normal business hours and weekends as needed * Ability to travel to other office locations as needed, overnight travel may be required * This job description is subject to change at any time and employee will be given additional responsibilities as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. Salary Range: $65,000 - $75,000