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OneSource Virtual jobs

- 29 jobs
  • Customer Success Manager

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* The Customer Success Manager works to ensure customers achieve their desired outcome, with OSV services. As a trusted advisor, Customer Success Managers lead customers through defined success criteria, ensuring customers receive maximum value from our services. Customer Success Managers focus on driving adoption, increasing value and managing retention. The Customer Success Manager partners with internal teams to drive a deeper understanding of the customer throughout the organization, leading to improved services and expansion opportunities. Responsibilities: Handling overall responsibility for managing the customer relationship. Establishing a trusted adviser relationship that works to ensure customer's overall satisfaction with our products and services. Acting as a liaison between the customer and varying OSV service delivery areas. The focus is ensuring services adoption and capturing feedback. Developing success plans for customers that outline their critical success factors, metrics and measures for success, potential issues, and provide recommendations. Prioritizing and driving resolution on escalated customer challenges. Promoting opportunities for two-way communication. Monitoring and facilitating the customer's adoption of OSV services and solutions, as well as adoption of the workday technology. Leveraging customer relationships as needed for prospect references. Keeping customers informed of process and procedural changes. Demonstrate competency in the Workday product suite - Financials, HCM, and Payroll. Work with the client project manager and executive team to identify/resolve all issues that could impact satisfaction. Required Skills / Experience: 2 -5 years in a customer facing services role (consulting or account management) that includes problem solving at both the business owner and executive levels. Proven ability to collaborate and build strong relationships with customers, especially at the executive level. Proven ability to engage across corporate functions (Services, Professional Services, Product Management). Excellent verbal and written communication skills, including the ability to chair meetings or host webinars. Bachelor's degree required or equivalent experience. Excellent organization, time management, and communication skills. Service industry experience a plus. Up to 30% travel Passion for targeted customer focus. You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $70k-112k yearly est. Auto-Apply 24d ago
  • Technical Support Manager, Payroll Tax Platform

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* Essential Functions/Duties/Responsibilities Execute comprehensive communication plans for support operations, coordinating with development, compliance, customer success, and executive teams to ensure aligned service delivery. Demonstrate ability to recognize and hire talent that strengthens the support organization, identifying candidates with strong technical troubleshooting skills and customer service orientation. Use both objective and subjective measurements to guide staff ratings and development plans, ensuring team members receive appropriate feedback and career growth opportunities. Create appropriate staff level development goals that align with individual capabilities and support team objectives while fostering technical skill advancement. Handle critical conversations with staff regarding performance, escalations, customer feedback, and professional development in a constructive and supportive manner. Effectively mentor and improve technical and customer service skills appropriate to each team member's level, ensuring continuous development in troubleshooting and platform expertise. Set accurate time estimates for support activities assigned to the team, ensuring realistic planning for incident resolution and project support commitments. Maintain accountability for work product of the team, ensuring all support deliverables meet quality standards and customer satisfaction requirements. Delegate effectively, distributing support cases and projects based on individual strengths and development needs while maintaining oversight and guidance. Maintain team's effectiveness, quality, and morale during high-pressure periods, platform outages, and organizational changes affecting support operations. Oversee comprehensive job monitoring and system health surveillance for payroll tax platforms, ensuring proactive identification of performance issues and potential service disruptions. Manage incident triage processes to ensure proper prioritization, escalation, and resolution of platform issues while maintaining customer communication and expectation management. Coordinate ad-hoc analysis and investigation of platform anomalies, performance issues, and customer-reported problems to identify root causes and prevent recurrence. Lead customer ticket support operations including assignment, tracking, resolution, and customer communication to ensure timely and satisfactory problem resolution. Implement AI tools and automation to enhance support efficiency, automate routine tasks, and improve incident detection and resolution capabilities. Ensure established standards and best practices are consistently used across all support activities, incident management, and customer interactions. Communicate successes of individuals and the team effectively to senior leadership, highlighting support achievements and customer satisfaction improvements. Provide innovation and process improvement guidance to enhance support methodologies, reduce resolution times, and improve overall platform reliability. Competencies Strong technical understanding of payroll tax platforms including system architecture, database operations, integration points, and common failure modes. Proven leadership and people management capabilities with experience building and developing high-performing technical support teams. Excellent troubleshooting and analytical skills with ability to guide team through complex technical investigations and root cause analysis. Strong customer service orientation with understanding of how support operations impact customer satisfaction and business relationships. Incident management and ITIL methodology expertise with experience implementing structured support processes and service level agreements. Proficiency with monitoring and alerting tools including application performance monitoring, log analysis, and automated incident detection systems. Knowledge of payroll tax compliance requirements sufficient to understand business impact of platform issues and prioritize resolution efforts appropriately. Project management and coordination abilities to effectively manage multiple support initiatives while maintaining service quality. Coaching and mentoring abilities to develop team members' technical skills, troubleshooting capabilities, and career progression. Supervisory Responsibility This role has direct supervisory responsibility for a team of Technical Support Specialists focused on payroll tax platforms. Responsibilities include performance management, professional development, goal setting, hiring decisions, and coordination of support operations. Qualifications and Experience Bachelor's degree in Computer Science, Information Technology, or related technical field. 8+ years of technical support experience with focus on enterprise applications, preferably in payroll, tax, or financial services environments. 5+ years of application support experience including job monitoring, incident triage, troubleshooting, and customer ticket resolution. 3+ years of management or team leadership experience with responsibility for staff development, performance management, and support operations. Strong understanding of database systems, particularly Microsoft SQL Server, including query optimization and performance troubleshooting. Experience with monitoring tools, log analysis platforms, and automated alerting systems for proactive issue identification. Proven track record of hiring and developing support talent with ability to assess technical skills, coach performance, and create development pathways. Basic understanding of payroll tax principles and compliance requirements sufficient to understand business context of platform issues. Preferred Skills ITIL certification or equivalent service management credentials demonstrating structured approach to support operations. Experience with payroll or tax software platforms with understanding of batch processing, regulatory reporting, and compliance validation. Advanced experience with application performance monitoring tools such as New Relic, AppDynamics, or similar platforms. Scripting and automation skills in PowerShell, Python, or similar languages for process improvement and efficiency gains. Experience with AI tools for support enhancement including automated ticket routing, intelligent alerting, and predictive maintenance capabilities. Cloud platform experience with AWS, Azure, or similar environments including monitoring and troubleshooting cloud-based applications. Customer service management experience with understanding of SLA management, customer communication, and satisfaction measurement. Leadership development training or certification with focus on team building, performance management, and coaching methodologies. Experience with ticketing systems and knowledge management platforms for efficient case management and information sharing. Budget management experience with understanding of support cost optimization and resource allocation strategies. #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $76k-116k yearly est. Auto-Apply 60d+ ago
  • Manager of Payroll Tax Training

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* Position Summary/Objective The Managerr of Tax Training will provide strategic leadership for OneSource Virtual's comprehensive customer training organization, overseeing the development and delivery of world-class training programs for the tax compliance platform. This executive role requires a visionary leader who can build and execute communication plans, handle critical conversations with staff and clients, and drive innovation in training methodologies. The Director will clearly identify and mentor successors, prepare materials for executive presentations, develop measurable goals aligned with company objectives, and effectively negotiate training delivery with multiple stakeholder groups. This position combines deep expertise in instructional design and adult learning with executive leadership capabilities to ensure customers achieve maximum value from the tax compliance platform through exceptional training experiences. Essential Functions/Duties/Responsibilities Build and execute comprehensive communication plans for training initiatives across customer success, product development, sales, and executive teams to ensure alignment and optimal training outcomes. Handle critical conversations with staff, peers, and clients regarding training effectiveness, customer satisfaction issues, and complex implementation challenges. Clearly identify and actively mentor successors within the training organization, developing leadership capabilities and ensuring knowledge transfer continuity. Prepare basic materials for new business presentations and deliver training-focused content to support sales efforts and customer acquisition initiatives. Prepare and deliver information for business and technology audits related to training programs, customer satisfaction metrics, and educational compliance standards. Develop measurable goals for the training organization that align with company objectives and drive customer success, platform adoption, and revenue growth. Effectively negotiate and coordinate delivery with customer success, product development, and sales teams to ensure training programs support broader organizational initiatives. Take decisive action to achieve group and individual goals, making strategic decisions that optimize training effectiveness and customer outcomes. Support accountability for training work fully or partially produced by the team, ensuring quality standards and customer satisfaction metrics are consistently met. Lead strategic development of training curriculum, methodologies, and delivery platforms to ensure customers receive world-class educational experiences that maximize platform value and compliance success. Drive AI integration strategy for training operations, implementing advanced technologies for personalized learning, automated content creation, and intelligent assessment systems. Establish and maintain strategic partnerships with industry training organizations, certification bodies, and educational technology providers to enhance training capabilities. Oversee development of certification programs and competency frameworks that create clear value propositions for customers and differentiate OneSource Virtual's training offerings. Lead cross-functional collaboration with product development teams to ensure training considerations are integrated into platform design and new feature development. Establish training metrics and KPIs that demonstrate business impact, customer satisfaction, and ROI on training investments while driving continuous improvement. Minimal role in day-to-day operations with focus on strategic leadership, vision setting, and organizational development while empowering team members to execute training delivery. Competencies Executive leadership in training and organizational development with proven ability to build and scale training organizations that drive measurable business outcomes. Strategic communication and presentation skills with ability to deliver compelling presentations to executives, clients, and industry audiences while representing the organization professionally. Advanced instructional design and adult learning expertise with deep understanding of training methodologies, assessment techniques, and educational technology trends. Business acumen and customer success focus with understanding of how training programs impact customer satisfaction, retention, and revenue generation. Technology leadership and innovation including AI integration, learning management systems, and emerging educational technologies. Cross-functional collaboration and negotiation skills to coordinate training delivery with multiple stakeholder groups and align training initiatives with broader organizational objectives. Analytical and metrics-driven approach to measuring training effectiveness, optimizing programs, and demonstrating ROI on training investments. Tax compliance knowledge sufficient to guide training strategy and ensure content accuracy for complex regulatory requirements. Supervisory Responsibility This role has direct oversight responsibility for the training organization, including Training Specialists, Managers, and supporting staff. Responsibilities include strategic leadership, organizational design, succession planning, and coordination with other department directors. Qualifications and Experience Bachelor's degree in Education, Instructional Design, Business Administration, or related field; Master's degree strongly preferred. 5+ years of training and development experience with demonstrated progression through increasing levels of responsibility and strategic impact. 3+ years of leadership experience managing training organizations, with responsibility for strategic planning, team development, and organizational design. 5+ years of experience in customer-facing training roles, preferably in SaaS, technology, or financial services environments. Proven track record of building training organizations from concept to implementation with measurable business impact and customer success outcomes. Executive presentation and communication experience with ability to represent the organization at industry events and deliver strategic information to senior leadership. Advanced experience with AI and educational technology including strategic implementation of learning management systems and innovative training platforms. Understanding of payroll tax compliance sufficient to guide training strategy and ensure alignment with regulatory requirements. Preferred Skills Advanced certifications in training and development (CPTD, CPLP, Ph.D. in Education) demonstrating commitment to professional excellence. Experience in enterprise software or financial services training with understanding of complex regulatory environments and compliance requirements. Thought leadership experience including publications, speaking engagements, and industry association leadership in training and development fields. International training experience with ability to design programs for global audiences and multi-cultural learning environments. Advanced AI and machine learning expertise for educational applications including personalized learning systems and automated content generation platforms. Budget management and P&L responsibility for training organizations with understanding of training ROI measurement and optimization. Merger and acquisition experience with integration of training programs and organizational culture alignment during periods of change. Partnership development experience with educational institutions, certification bodies, and industry training organizations. Digital transformation experience leading organizations through technology adoption and process modernization initiatives. Executive coaching and leadership development expertise with track record of developing next-generation training leaders and organizational capabilities. You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $70k-100k yearly est. Auto-Apply 4d ago
  • Sr. COBRA Specialist

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* The COBRA Sr. Specialist is responsible for supporting supports the COBRA/Direct Bill team. Utilizes Workday, COBRAPoint, case management tool, knowledgebase and contact center technologies/ processes. Essential Functions/Duties/Responsibilities Primary responsibility is to manage assigned operational duties to include: Accurate and timely update of assigned cases and tasks via case management system Assist in identifying and escalating process gaps for all customers to ensure internal processes are accurate Provide professional and timely service to internal and external audit requests Initiate and manage direct billing, collaborate with customer on direct billing processes Daily HR system submissions of relevant COBRA tasks Process incoming mail/email elections & payments Building new clients in COBRA system for onboarding and closing out offboarding clients Update rates and plans in COBRA system for Open enrollment as well as updating member elections Carrier updates via email/phone/online portals Review and correct daily integration files for COBRA events, General Rights Notices and Direct Billing files Participate in ongoing training relative to the functional area Form strong partnerships within the department and organization Identify and document areas of improvement or innovation through process change or automation Meet or exceed all performance standards Assume ad-hoc duties as assigned by Manager Competencies Effective communication skills via telephone, email and in-person Must be willing to adapt and display positive attitude Ability to work independently and as part of a team Must value and promote team spirit, have outstanding interpersonal skill set; exhibit professionalism within the workplace Maintain punctuality and adherence to set schedule with overtime hours as needed Must be able to cope in fast-paced, demanding, ever-changing environment Able to manage member information while maintaining confidentiality Analytical skills; strong research and follow up skills Ability to multi-task, and think critically to resolve issues Supervisory Responsibility This role does not have supervisory responsibilities Qualifications and Experience HS Diploma required 3-5 years of related experience and/or training, 1 year min as Specialist strongly preferred Must have knowledge of employee benefits, COBRA and other federal/regulatory requirements Proficient PC Skills (Microsoft Excel/Word/Outlook, Adobe, HRIS, etc…) Preferred Bachelor's degree preferred #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $68k-109k yearly est. Auto-Apply 25d ago
  • Account Executive - SMB

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* Position Summary/Objective The Account Executive - Small & Midsize Business (SMB) must understand complex business buying cycles, team sales, and alignment of service offerings to customer desired outcomes. This role will engage proactively in the assigned territory with the Workday sales teams and leverage a network of professional contacts to collaborate on new customer acquisition strategies. The primary responsibility for this role is new customer acquisition and company revenue growth. Essential Functions/Duties/Responsibilities Be a key player in OSV's field sales team to drive net new business sales into small to medium accounts to be defined by Workday as 1,000 employees or less. Drive complex sales cycles to closure utilizing internal teams of Marketing, Business Development, Solution Consulting, Legal and Executive Leadership. Implement value-selling processes alongside a wealth of knowledge of Workday's products and corresponding OSV BPaaS Services. Use experience and consultative selling skills to initiate long-standing relationships with prospective customers and executive sponsors. Employ effective selling strategies to successfully position outsourcing in the areas of payroll, benefits administration, HR and finance. Understanding of the strategic competitive landscape and customer needs so you can effectively position Workday and OSV solutions within prospective accounts. Cultivating mutually beneficial relationships with Workday sales teams in assigned territory. Maintain accurate and timely customer, pipeline, and forecast data. Continuing maintenance of accurate Salesforce data. Responsible for managing and overseeing the contract sales initiatives in assigned territory. Ability to operate in a fast-paced, multi-dimensional environment. Competencies Action Orientated- Displays a positive attitude to readily act on challenges for identifying and seizing new opportunities. Builds Networks- Builds strong formal and informal networks by maintaining relationships across a variety of functions and locations. Communicates Effectively- Is effective in a variety of communication methods allowing for attentive listing and adjustment to fit the audience and message. Persuades- Negotiates skillfully in tough situations thru positioning views and arguments appropriately to win support. Drives Results- Persists in accomplishing objectives despite obstacles and setbacks. Situational Adaptability- Understands that different situations may call for different approaches by picking up on situational cues and adjusting in the moment. Collaborates- Partners and works cooperatively with others across the organization and Workday SMB Sales Team to achieve shared objectives. Instills Trust- Keeps confidences thru following through on commitments and shows consistency between words and actions. Resilience- Bounces back and grows from hardships, setbacks and negative experiences. Supervisory Responsibility None Qualifications and Experience Bachelor's Degree from accredited institution or relevant work experience in HR services or enterprise software. Located in the assigned region preferred. Relocation assistance not available, selected candidate may relocate at their own expense. 5+ years' experience selling into SMB organizations of 1,000 or less employees as defined by Workday. Proven expertise in understanding the strategic competitive landscape and customer needs so you can effectively position solutions within prospective accounts. Experience cultivating mutually beneficial relationships with strategic partners and alliances. Proven success with transformational selling and strategy. Proven ability in managing complex sales cycles from start to finish with a track record of successful revenue attainment. Proven experience of pulling together different business units to maximize on sales opportunities. Proven ability to maintain accurate and timely customer, pipeline, and forecast data. Preferred Skills Familiarity with SaaS architecture. Experience selling ERP software, especially HCM solutions. Existing relationships with Workday Sales AE's and RSD's in the assigned region. #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $54k-90k yearly est. Auto-Apply 60d+ ago
  • Tax Data Specialist (Evergreen)

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) is the Workday partner that has helped more than 1,300 companies with everything from deployment to maintenance to payroll and more-all to make the day more doable. Founded in 2008, OSV pioneered Business Process as a Service (BPaaS) and has become the leading provider of automated solutions for organizations of all sizes using Workday, delivering services with unparalleled choices, unwavering commitment, and uncompromising care. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. OneSource Virtual: let's make the day more doable. Find your company's solution at ************************* Position Summary/Objective The Tax Data Specialist is responsible for maintaining tax profile data for OSV customers. The role is responsible for processing profile update requests directly from customers via customer cases as well as capturing electronic/published data from Federal, State, Local, and Territorial taxing agencies and facilitating the data input with a high level of accuracy into multiple systems (TaxEx, Workday, etc.). Essential Functions/Duties/Responsibilities Act as primary point of contact for customers in regard to systems, basic tax inquiries and tax applications. Responsible for managing cases for assigned customer team(s) to provide professional and timely responses to internal and external customers, while working with other departments as needed. Maintain customer information by updating information on internal systems, including but not limited to TPA, rate information, customer profile details, etc. Support and manage proactive customer cases regarding Workday data and/or configuration anomalies that will impact filing. Provide feedback to leadership in regard to missing FAQs or customer knowledge so inquiries can be addressed more quickly and accurately Review and analyze employee and employer level Payroll Tax data on behalf of customers. Meet quality and production metrics outlined for position Perform additional duties and special projects, as assigned. Competencies Strong verbal and written communication skills Ability to establish and maintain effective working relationships Proficient in Microsoft Office Suite, including Excel Data Analytics Attention to detail and organized Strong time management skills Ability to manage multiple projects with various deadlines in a fast-paced work environment Working knowledge of tax rules and requirements Supervisory Responsibility None Qualifications and Experience Working knowledge and language of the following business areas: Payroll and Payroll Tax 2+ years of customer service experience Preferred Skills Experience with multistate business tax registrations and/or licensing is highly desired Associate degree in related field preferred Payroll outsourcing experience preferred Previous experience working with either TaxEx OR Workday, PeopleSoft or other ERP HR/Payroll systems/applications preferred #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $41k-77k yearly est. Auto-Apply 60d+ ago
  • Workforce Management Manager

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* The Workforce Management (WFM) Manager is responsible for leading the workforce planning and real-time management function across multi-department, multi-site contact center operations. This role oversees forecasting, scheduling, capacity planning, and financial planning to ensure optimal staffing and resource allocation that supports both customer experience and business performance goals. A key focus of the role is maintaining and continuously improving customer SLA performance through effective resource planning, monitoring, and operational alignment. The WFM Manager leads a team of Analysts, partners with Operations leadership on strategic and financial planning, and drives continuous improvement in workforce optimization practices, reporting, and tools. Responsibilities Leadership & Team Management Lead and develop a team of WFM Analysts, providing coaching, training, and performance feedback Establish departmental goals, metrics, and best practices for workforce planning and real-time management Foster a culture of collaboration, accuracy, and continuous improvement within the WFM function Forecasting, Capacity & Staffing Planning Oversee the creation of accurate call volume, workload, and staffing forecasts across daily, weekly, monthly, and annual intervals Develop long-term staffing models to support growth, acquisitions, and new business initiatives Partner with HR and Operations to translate staffing plans into hiring and training strategies Monitor and refine shrinkage, attrition, and occupancy assumptions to ensure accurate staffing models Financial Planning & Budget Alignment Partner with Finance and senior leadership to align staffing and workforce models with budgeted headcount and labor cost targets Contribute workforce data and analysis to annual operating plans and quarterly re-forecast cycles Track variances between forecasted and actual labor spend, providing insights and recommendations to minimize cost overruns Identify cost savings opportunities through optimized staffing, scheduling, and resource allocation Scheduling & Real-Time Management Direct the development and maintenance of staffing schedules across multiple locations and lines of business Oversee real-time monitoring and intra-day adjustments to achieve customer SLA and operational performance targets Partner with Operations leadership to ensure schedule adherence, shrinkage management, and efficient resource allocation Reporting & Performance Insights Deliver comprehensive reporting and analysis on forecast accuracy, schedule adherence, and SLA attainment Translate SLA and service-level performance data into actionable recommendations for Operations and senior leadership Standardize SLA reporting and metrics to drive consistency and visibility across the organization Cross-Functional Collaboration & Strategic Initiatives Partner with Operations, HR, IT, and Finance to align workforce strategies with business objectives and financial goals Serve as the WFM subject matter expert for system configuration, reporting tools, and process optimization Lead WFM workstreams for major organizational initiatives such as new product launches, site expansions, and technology upgrades Continuous Improvement & Innovation Evaluate WFM tools, methodologies, and technologies to enhance forecasting, scheduling, and reporting capabilities Identify and implement workforce optimization strategies that directly improve SLA performance and customer outcomes Recommend and implement automation, self-service, or AI-driven enhancements to optimize workforce efficiency Stay current on industry trends and best practices in workforce optimization and apply them to organizational practices Competencies Strong leadership and people management skills Advanced analytical and forecasting abilities with a data-driven mindset Financial acumen with ability to manage labor cost planning and staffing budgets Excellent communication and presentation skills with the ability to influence at all organizational levels Strategic thinking with the ability to align workforce strategies to long-term business goals Strong collaboration and stakeholder management skills Customer focus with ability to align workforce strategies to SLA delivery and client commitments Ability to balance operational detail with big-picture planning Professionalism, discretion, and ability to manage sensitive information Qualifications Education/Certification Requirement Bachelor's degree in Business, Analytics, Finance, or Operations Management preferred Equivalent experience in WFM leadership roles may substitute for formal education Required 5+ years of workforce management experience in a contact center environment, with at least 2 years in a leadership role Expertise in forecasting, scheduling, staffing planning, and real-time management for multi-site or multi-channel operations Experience partnering with Finance and HR to align staffing strategies with budgets and hiring plans Proficiency with WFM systems and tools (real-time adherence, forecasting, scheduling modules, ie NICE CX) Strong Excel and data analysis skills with the ability to develop and interpret complex reporting Preferred Experience leading WFM in large-scale, high-volume contact center environments Familiarity with advanced workforce optimization technologies, automation, or AI-driven scheduling tools #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $49k-90k yearly est. Auto-Apply 20d ago
  • Payroll Tax Training Specialist

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* Position Summary/Objective The Tax Training Specialist will be responsible for developing comprehensive training materials and delivering high-quality training programs to customers on OneSource Virtual's tax compliance platform. This role requires a skilled professional with expertise in instructional design, adult learning principles, and payroll tax knowledge to create engaging, effective training content and experiences. The specialist will work closely with the Tax Compliance team, Product Development, and Customer Success teams to ensure training materials accurately reflect platform capabilities and customer needs while maintaining the highest standards of educational excellence. Essential Functions/Duties/Responsibilities Design and develop comprehensive training materials including user guides, training manuals, interactive tutorials, video content, and assessment tools for the tax compliance platform. Create multi-modal learning experiences incorporating visual, auditory, and hands-on learning approaches to accommodate diverse learning styles and preferences. Deliver engaging training sessions to customers through various formats including webinars, in-person workshops, virtual classroom sessions, and one-on-one training consultations. Collaborate with Tax Compliance Analysts to ensure training content accurately reflects current regulations, platform functionality, and compliance best practices. Utilize AI tools and platforms to enhance training material development, create personalized learning paths, and automate content updates based on regulatory changes. Assess learning effectiveness through evaluation methods, feedback collection, and performance metrics to continuously improve training programs and materials. Maintain current knowledge of tax compliance regulations, platform updates, and industry best practices to ensure training content remains accurate and relevant. Develop specialized training modules for different customer segments, including new implementations, advanced users, and specific industry verticals. Create and maintain a comprehensive training curriculum that progresses from basic platform orientation to advanced compliance management techniques. Partner with Customer Success teams to identify training needs, address customer challenges, and ensure training programs support customer satisfaction and platform adoption. Manage training schedules, coordinate customer participation, and track completion rates and certification achievements. Develop certification programs and competency assessments to validate customer proficiency and create clear achievement pathways. Create troubleshooting guides and FAQ resources to support customer self-service and reduce support ticket volume. Analyze training metrics and customer feedback to identify improvement opportunities and optimize training delivery methods and content effectiveness. Support product development teams by providing customer training perspectives on new features, user experience improvements, and platform enhancements. Competencies Expert instructional design and curriculum development skills with deep understanding of adult learning principles, engagement techniques, and assessment methodologies. Excellent presentation and facilitation abilities with confidence delivering training to diverse audiences ranging from technical users to business executives. Strong technical writing and documentation skills with ability to translate complex tax concepts and platform functionality into clear, actionable training materials. Proficiency with training development software including authoring tools, learning management systems, video production platforms, and e-learning technologies. Knowledge of payroll tax principles and compliance requirements sufficient to understand platform functionality and create accurate training content. AI tool proficiency for content creation, personalization, and training optimization including Large Language Models and specialized educational technologies. Strong project management skills with ability to manage multiple training projects simultaneously while maintaining quality and meeting deadlines. Customer-focused mindset with ability to understand diverse learning needs and adapt training approaches accordingly. Analytical skills to evaluate training effectiveness, interpret feedback data, and implement continuous improvements. Collaborative approach with ability to work effectively with cross-functional teams including compliance, product, and customer success professionals. Supervisory Responsibility This role does not have direct supervisory responsibilities but may coordinate with contractors, subject matter experts, and external training vendors as needed for content development and delivery. Qualifications and Experience Bachelor's degree in Education, Instructional Design, Communications, Business, or related field. 5+ years of experience in training development and delivery, preferably in software, technology, or financial services environments. 3+ years of instructional design experience with demonstrated ability to create engaging, effective training materials and curricula. Experience with adult learning principles, training evaluation methodologies, and competency-based education approaches. Proficiency with Microsoft Office Suite, especially PowerPoint, Word, and Excel for content development and data analysis. Experience with AI tools for content creation including Large Language Models (ChatGPT, Claude, Gemini) and AI-powered training platforms. Strong presentation skills with experience delivering training to professional audiences through various modalities including virtual and in-person formats. Expertise of payroll processes and tax compliance concepts sufficient to develop accurate training content. Preferred Skills Master's degree in Education, Instructional Design, or related field, or professional training certifications (CPTD, CPLP). Experience with learning management systems (LMS), e-learning authoring tools (Articulate, Captivate, Camtasia), and training platforms. Video production and editing skills for creating multimedia training content and interactive learning experiences. 3+ years of payroll or tax compliance experience providing deeper subject matter expertise for training content accuracy. Advanced AI integration experience including personalized learning path creation, automated content updates, and intelligent assessment systems. Experience with customer training programs in SaaS or enterprise software environments with understanding of user adoption challenges. Graphic design skills and familiarity with design software (Adobe Creative Suite, Canva) for creating visually appealing training materials. Project management certification or experience managing complex training initiatives across multiple customer segments. Experience with virtual reality (VR) or augmented reality (AR) training technologies for immersive learning experiences. Multi-language capabilities to support international customer base and create localized training content. Train-the-trainer experience with ability to develop internal capabilities and scale training delivery across the organization. #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $44k-69k yearly est. Auto-Apply 60d+ ago
  • Senior Workday Extend Developer

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* Essential Functions/Duties/Responsibilities Design, develop, and maintain Workday Extend applications using the Workday Extend platform, including custom business processes, integrations, and user interfaces that extend Workday's core functionality. Develop complex Workday Orchestrations to automate business processes, manage data flows, and integrate with external systems while ensuring optimal performance and reliability. Implement GraphQL solutions within Workday to create efficient data queries, APIs, and real-time data access patterns that support business requirements and system integration needs. Demonstrate exceptional problem-solving abilities by systematically analyzing complex Workday configuration challenges, identifying root causes, and developing innovative solutions that improve system performance and user experience. Leverage AI tools and technologies to enhance Workday development productivity, code quality, and solution innovation. This includes utilizing AI-assisted development environments, automated code generation, intelligent debugging tools, and AI-powered testing frameworks. Apply critical thinking and analytical skills to evaluate multiple Workday solution approaches, assess technical trade-offs, and make informed decisions that balance performance, maintainability, and business requirements. Work collaboratively with an experienced Workday development team to design, develop, and maintain high-quality Workday Extend applications and integrations. Participate in the full Software Development Life Cycle (SDLC) for Workday projects, ensuring the delivery of high-quality solutions by following Workday best practices and established processes. Collaborate with Product Owners, Business Analysts, Scrum Masters, and Workday functional consultants to define technical requirements and development schedules that align with project deadlines. Create and deliver high-quality Workday Extend deliverables, conduct comprehensive testing, and work closely with Quality Assurance to address defects throughout the development lifecycle. Support the Workday development team through active participation in Agile SCRUM processes, including story creation, backlog refining, and all aspects of Agile software development. Troubleshoot and debug complex Workday technical issues across multiple system layers including Workday Studio, Workday Extend, and integration points, utilizing both traditional debugging techniques and AI-enhanced diagnostic tools. Utilize experience with Workday reporting and analytics to create custom reports, dashboards, and data extracts that support business intelligence and operational requirements. Implement Workday integration solutions using Workday Studio, REST APIs, and web services to connect Workday with external systems and third-party applications. Competencies Expert-level Workday Extend development skills with deep understanding of the Workday Extend platform, development tools, and best practices for custom application development. Advanced proficiency in Workday Orchestration development including complex workflow design, error handling, and integration with both Workday and external systems. Strong GraphQL implementation experience within Workday with ability to design efficient queries, manage data schemas, and optimize performance for real-time applications. Strong analytical and problem-solving mindset with the ability to break down complex Workday business requirements into technical solutions and develop systematic approaches to implementation. Experience with AI development tools and platforms such as GitHub Copilot, ChatGPT, Claude, or similar AI-assisted coding environments, with demonstrated ability to effectively integrate these tools into Workday development workflows. Proficiency in leveraging AI for code optimization, automated testing, and intelligent debugging to improve Workday development efficiency and solution quality. Thorough understanding of Workday architecture, security models, and integration patterns including REST APIs, SOAP web services, and file-based integrations. Creative problem-solving abilities to develop innovative Workday solutions when standard approaches are insufficient, including the ability to research and evaluate new Workday features and capabilities. Strong written and verbal communication skills with ability to explain technical Workday concepts to business stakeholders. Exceptional organizational skills and attention to detail in Workday configuration and testing processes. Supervisory Responsibility This role does not have supervisory responsibilities Qualifications and Experience Bachelor's degree in Computer Science, Information Systems, or equivalent experience. 7+ years of experience in software development with strong background in enterprise applications, web technologies, and integration platforms. 2+ years of hands-on Workday Extend development experience with demonstrated ability to build custom applications, business processes, and user interfaces within the Workday platform. 2+ years of experience with Workday Orchestration including design, development, and deployment of complex business process automations and system integrations. 2+ years of GraphQL experience within Workday including schema design, query optimization, and API development for data access and integration scenarios. 5+ years of experience with REST APIs, JSON, and web services integration patterns. 3+ years of experience in Agile development methodologies, continuous integration, and collaborative development practices. Demonstrated experience in complex Workday problem-solving scenarios with examples of successfully resolving challenging technical issues or implementing innovative Workday solutions to business problems. Experience using AI tools in a professional development environment with the ability to demonstrate measurable improvements in productivity or code quality through AI integration. Ability to quickly adapt to changing Workday platform updates, new features, and evolving business requirements. Preferred Skills Workday certification in Extend development or other relevant Workday technical certifications demonstrating platform expertise. Advanced experience with Workday Studio for integration development and complex data transformations. Knowledge of Workday security models, including role-based security and business process security configuration. Familiarity with prompt engineering and AI model fine-tuning for Workday-specific applications in HR, payroll, and financial management systems. Experience with Workday reporting tools including Advanced Reports, Composite Reports, and Dashboard development. Understanding of Workday data model and business object relationships across HCM, Financials, and other functional areas. Knowledge of AI-powered development and testing tools such as automated Workday testing frameworks, intelligent configuration review systems, or AI-enhanced performance monitoring solutions. Experience working in a distributed team setup, collaborating with Workday functional consultants, development, QA, and client support teams. Track record of mentoring junior Workday developers in problem-solving methodologies, Workday best practices, and AI tool adoption. Experience with version control systems and deployment processes specific to Workday development environments. Knowledge of enterprise integration patterns and experience with middleware platforms or cloud integration services. #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $106k-148k yearly est. Auto-Apply 9d ago
  • FAS Accounts Payable Administrator

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* Position Summary/Objective Finance and Accounting Services (FAS) Is a growing department at OneSource Virtual. This candidate must have a strong attention to detail, good clerical and organizational skills, be quality-oriented, and enjoy working in a team-oriented environment. The ideal candidate has a level of knowledge of Accounts payable and experience in a Shared Service environment. This candidate must strive to provide “World Class” customer service and enjoy high volume repetitive work. Essential Functions/Duties/Responsibilities Process 140+ invoices using OCR. Audit all the information extracted from the invoice for accuracy. Full training will be provided. Answer and return Customer Service cases in a timely manner and meet all SLA requirements The candidate will be a Confident communicator and have good attention to detail Ability to work in a pressurized environment driven by deadlines and SLAs Ability to take responsibility for the quality of own work. Always a Team Player Supervisory Responsibility This role does not have supervisory responsibilities. Essential Qualifications, Experience & Skills One + years of Accounts Payable experience. Experience in a Shared Services or Outsourcing environment + Understands the Accounts payable process including P.O. pairing. Process 140+ invoices per day Supplier setup experience including W-9's and verifying TIN # and Supplier name with IRS for accuracy Detail oriented Able to work independently in a team environment Able to follow written and verbal instruction Strong verbal and written communication skills with emphasis on outstanding customer service Proficient in MS Word & Excel Customer service driven Superior Organizational skills to ensure deadlines are met Ability to analyze and interpret information Desirable Skills Kofax OCR and Salesforce experience Shared Services Experience Supplier setup experience Self-Management Able to work from home and has an appropriate workspace Complies with necessary protocols and procedures Communicates freely and interacts with the wider team Offers ideas and suggestions at team meetings Can provide excellent customer service with good communication skills Complies with mandatory training requests Takes an interest in driving own development #LI-Remote You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $42k-58k yearly est. Auto-Apply 19d ago
  • Treasury Analyst I

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* Position Summary/Objective We are seeking an enthusiastic, detail-oriented Junior Treasury Analyst to join our dynamic treasury team. In this role, you will support senior analysts in conducting research and identifying trends that will aid in the management of our treasury functions as well as analyzing data accuracy, monitoring bank transactions, and identifying trends to enhance our financial processes. Your analytical skills and attention to detail will be essential in providing insights that drive strategic decision-making. Essential Functions/Duties/Responsibilities • Conduct research to identify customer trends and provide actionable insights that support departmental objectives. • Respond to and resolve customer problems, grievances, and issues • Assists both internal and external customers with account inquiries and transactions via phone, email, internet chat, and case management system • Take the initiative to start new tasks and projects, and operate outside of their area of influence • Prepare and release payroll files, ensuring accuracy in collections and payments • Conduct a thorough analysis of payroll data to validate correctness and compliance with accounting standards • Monitor transactions for success as well as rejections and errors • Collaborate with banks to resolve issues promptly • Track and analyze funding limits to ensure timely processing of transactions • Perform ancillary Treasury tasks, i.e. stop payments, void checks, ACH Reversals, Trace IDs, etc. • Process Same Day ACH requests while adhering to all guidelines and deadlines to ensure quick and accurate payments • Generate daily summaries of transactions, highlighting trends and anomalies for management review • Identify and escalate issues related to payroll processing, bank transactions, and data accuracy as needed • Perform other duties as may be assigned Competencies • Excellent communication skills with the ability to collaborate effectively across departments • Ability to work under deadlines and manage multiple priorities in a fast-paced environment • Problem-solving ability when processes do not happen as expected • Strong analytical skills with keen attention to detail and accuracy • Proficient in Microsoft Excel and other data analysis tools; experience with treasury management systems is advantageous • Ability to communicate insights effectively to senior leadership and team members • Strong organizational skills and the ability to manage multiple tasks simultaneously • Works well independently in a collaborative environment Supervisory Responsibility • This position has no direct supervisory responsibilities Qualifications and Experience • A bachelor's degree in finance or accounting or a related field is preferred Preferred Skills • Familiarity with industry-specific treasury services #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $64k-89k yearly est. Auto-Apply 25d ago
  • Director, Product Commercialization

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* Company Summary OneSource Virtual (OSV) was founded in 2008 as a Workday Services Partner to implement the Workday ERP (SaaS) and provide post-implementation payroll and related services to Workday clients. OSV is headquartered in Dallas, TX, with additional offices in Phoenix, AZ, and Derry, Northern Ireland. With over 1,200 employees and growing, OSV is the market leader in delivering innovative solutions to Workday customers while maintaining the highest level of customer satisfaction. When you join OneSource Virtual, you become part of a team. You're encouraged to learn, share ideas, and participate in team-building and charitable activities. We reward innovation, fresh perspective, hard work, and, above all, values. Position Summary/Objective The Director of Product Commercialization will serve as a strategic leader responsible for launching and operationalizing externally facing product and service offerings at scale. Establishing a repeatable commercialization model that translates technical delivery into go-to-market execution. The initial focus will be on externalizing OSV's Tax Services product, but this role will continue to support future commercialization efforts across the organization. This role reports to the Head of Product and is dotted line aligned with the COO, CFO, and Legal/Partnerships functions. Essential Functions/Duties/Responsibilities Lead commercialization planning for new externalized offerings, including product definition, pricing, packaging, partner enablement, and internal support modeling. Coordinate cross-functional readiness across engineering, operations, sales, marketing, legal, and finance. Build and drive go-to-market timelines aligned to broader delivery milestones (e.g., launch phases, onboarding readiness, operational support). Create repeatable frameworks and launch playbooks for future commercialization cycles. Translate complex delivery efforts into clear, customer-facing offerings and pricing strategies. Serve as the connective tissue between execution teams and go-to-market functions. Monitor and report on commercialization progress, risks, and interdependencies. Develop tools and templates to drive clarity, alignment, and scalability across teams. Performs other related duties as assigned. CompetenciesStrategic Acumen: Understands how to connect commercialization activities to overall company strategy, with the ability to define and execute go-to-market plans that drive revenue growth.Cross-Functional Influence: Effectively aligns and leads across departments (product, operations, finance, legal, sales, marketing) without direct authority; removes blockers and drives accountability.Execution Discipline: Skilled in building structure from ambiguity, creating clear timelines, roles, and outcomes in complex, multi-threaded initiatives.Market Orientation: Understands customer and partner needs, pricing dynamics, and competitive positioning to ensure offerings are aligned to market realities.Executive Communication: Comfortable briefing senior leadership with clarity and focus. Able to translate between technical, operational, and commercial audiences.Problem Solving and Adaptability: Proactively addresses issues across technical and business domains. Thrives in fast-moving environments and adapts as new inputs emerge.Collaboration and Relationship-Building: Builds trust across stakeholders. Navigates competing priorities with professionalism and long-term orientation.Supervisory Responsibility This position may provide guidance and direction to junior staff members and project teams as needed but does not have direct supervisory responsibility for permanent employees. Qualifications and Experience 7+ years in strategic program management, product commercialization, or go-to-market leadership. Experience launching new offerings that cross operational and technical domains. Strong executive communication skills and ability to operate independently in high-visibility initiatives. Background in SaaS, fintech, tax/payroll services, or B2B platforms preferred. Bachelor's degree required; MBA or advanced degree preferred. Preferred Skills Experience in enterprise product environments (Workday ecosystem a plus). Background in management consulting or corporate strategy is highly valued. Strong understanding of pricing, packaging, and market positioning strategies. Familiarity with compliance-heavy or regulated service models. Other Duties Please note that this job description does not cover a complete list of activities, duties, or responsibilities required of the employee for this position. Duties, responsibilities, and activities may change at any time with or without notice. #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $97k-166k yearly est. Auto-Apply 52d ago
  • Sr. Application Support Analyst

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* Job Description: The Application Support Team Lead leads the team of Application Support Analysts who are responsible for the technical support, ensuring operational stability and performance of OSV's enterprise applications. These applications are used by OSV Business Process as a Service (BpaaS) Operations team. The Application Support Team Lead encourages a culture of continuous improvement and individual development as they troubleshoot, maintain, identify, escalate, and resolve complex issues for internally and externally developed applications. Essential Functions/Duties/Responsibilities Lead daily support activities and ensure compliance to Severity guidelines, Support processes and that quality standards are met. Oversee the use of standard processes for the Support Analyst team. Develop an enhanced understanding of application support policies, processes, and procedures to support OSV's enterprise applications and consumers. Provide technical/domain knowledge expertise to support team on system/workflow. Directly work support tickets with end users as needed to analyze and solve problems, recommend solutions, facilitate development enhancements, follow up on problem resolution and provide timely status. Be the focal point and assist the support team as needed with ticket escalations, project work and process guidance. Build and maintain effective internal relationships with Operational Leaders, DevOps and Development to help identify, report, and resolve issues quickly. Identify opportunities to improve automated processes and functions for the Analysts and work to ensure the fixes are completed timely. Responsible for delivering regular reporting metrics as defined by R&D leadership. Stay informed on product changes and rapidly learn information about product functionality. Perform projects and other activities as assigned. Identify emerging issue trends, communicate with the relevant teams and contribute to internal and business process improvements as necessary. Competencies Ability to effectively communicate with internal agents and customers at a technical and business level. Practical experience in supporting software development and existing system enhancements including analysis, requirements gathering, use case creation, preparing documentation, developing reports, testing, and training. Proven experience collaborating with teams across functional areas. Strong ability to prioritize and manage multiple products, projects, systems and customer issues simultaneously. Experience managing relationships and SLAs with 3rd party ticketing systems. Ability to be flexible and take on additional responsibilities where required. Supervisory Responsibility This role does not have supervisory responsibilities. Qualifications and Experience Bachelor's degree or 7+ years of experience 5+ years of Technical/Functional support of ERP systems or technical support of other complex business systems functionality including configuration/set-up. 1-3 year's Experience in Agile software development Experience in managing relationships and SLAs with 3rd party ticketing system. Preferred Skills Salesforce experience/certification preferred. #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $88k-113k yearly est. Auto-Apply 4d ago
  • Project Manager

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* The Project Manager is critical in partnering with customers to prepare them for coming onto OSV services. The Project Manager is strategic and results-driven, leading projects from initiation to completion. This role requires foresight and the ability to drive projects to a successful outcome. The Project Manager will lead various types of customer projects including, but not limited to, service onboarding, upgrades, add-ons, post-production merger and aquistions, and seasonal projects (ACA and Open Enrollment) across OSV services and regions. Responsibilities • Lead and manage projects across OSV Services related to customer during various parts of their OSV journey • Maintain project plans, including scope, timeline, resource allocation, dependencies, and risk mitigation strategies • Support internal and external customers throughout the project lifecycle • Identify project risks and communicate internally to implement next steps for resolution • Provide recommendations and solutions to overcome project challenges • Educate and train customers on OSV internal platforms and tools • Oversee a portfolio of projects, ensuring alignment with strategic goals • Demonstrate competency and understanding of OSV services and offerings • Track and maintain project progress and milestones using a project management tool • Provide regular updates to stakeholders, leadership and customers on project status and risks • Keep up with changes in OSV project methodologies and delevry process • Ensure current understanding of OSV services and their impact to propjects and customers Competencies • Build strong relationships and deliver solutions that meet customer needs • Develops clear, actionable plans and monitors progress against goals • Conveys information clearly and effectively to diverse audiences • Works well across teams and departments to achieve shared goals • Understands and applies knowledge of OSV platforms and services • Responds effectively to changing priorities • Takes ownership of outcomes and follows through on commitments • Manages escalations appropriately • Prioritizes tasks and manages time to meet deadlines • Effective communication skills across all mediums Qualifications • 1-4 years of experience in project management or program coordination • Ability to learn and understand OSV services and platforms • Proven ability to manage multiple projects simultaneously • Experience with project management tools • Exceptional communication and interpersonal skills • Ability to work with cross-functional teams and resolve issues #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $71k-112k yearly est. Auto-Apply 57d ago
  • Tax Regional Support Lead

    Onesource Virtual Hr 4.7company rating

    Onesource Virtual Hr job in Dallas, TX

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* Position Summary/Objective The Tax Regional Support Lead manages all filing activities associated with their assigned jurisdictions. *** Candidates must reside in the DFW, TX, or Phoenix, AZ, area to go into the office during quarter-end and year-end closeout. Essential Functions/Duties/Responsibilities Ensure compliance with filing and payment deadlines Prepare annual and quarterly tax returns Resolve tax issues by communicating with federal, state, and local agencies Coordinate documentation to clear tax issues, such as payments and filing confirmations Initiate web payments and filing to various state agencies Create submission of timely, accurate tax deposits and reports Assists in year-end processing and reporting, including W-2s Coordinate with internal stakeholders regarding issues related to amendments, abatement requests, and missing payments/returns Monthly jurisdiction scrub/prep to identify inaccurate customer data Monitor agency status monthly to identify and rectify payment, credit, and filing issues Research issues identified through dashboard and weekly audits Research rejected filings/payments from quarterly, annuals, and W-2's Research and determine root cause of the delinquency by reviewing internal tax reports, agency websites, and agency phone calls Requires Flexible Work schedules during quarter-end months to meet time-sensitive deadlines Complete other duties such as special projects, initiating rejection cases, regeneration of packets, and responding to items related to filing from OSV tax email box During non-filing periods, review the agency website to ensure accounts are in good standing, and support notice resolution by assisting SR Specialist with complex cases and questions Competencies Develop collaborative business relationships with internal and external customers Detail-oriented with good time management skills and accuracy Strong organizational skills with ability to multi-task and support multiple customers effectively Results-oriented; driven to achieve goals and objectives Self-sufficient management of workload with ability to meet tight deadlines Use tact and discretion in dealing with customer information Excellent critical thinking and problem-solving skills Identifies area for process improvement. Assertive Sense of Urgency Analytical skills Supervisory Responsibility This role has no supervisory responsibility Qualifications and Experience Associate degree or equivalent Fundamental Payroll Professional (FPC) or Certified Payroll Professional (CPP) 5 -7 years of payroll tax knowledge and/or customer service Prior 3-5 years of tax filing preferred Advanced Proficiency in Microsoft Office Ability to prioritize tasks You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $59k-104k yearly est. Auto-Apply 26d ago
  • Manager, Project Operations

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* OSV is seeking a dynamic and execution-oriented Project Operations Manager to lead a team of project managers, specialists, and coordinators responsible for delivering customer-facing projects across onboarding, service changes, ACA/Open Enrollment, and M&A transitions. This role combines strategic oversight with hands-on leadership, ensuring that projects are delivered on time, within scope, and with a focus on customer success. The Project Operations Manager will work closely with the PMO Director to implement delivery frameworks, optimize resource allocation, and foster a high-performance culture. This role also partners directly with the Consulting Services team to ensure alignment and collaboration on complex customer engagements. Responsibilities Lead and manage a team of project managers, specialists, coordinators, and support staff. Oversee day-to-day execution of customer onboarding, upgrades/downgrades, add-on services, ACA/Open Enrollment, M&A-related, and other projects managed by the PMO. Partner with the Consulting Services team to ensure seamless delivery of projects. Monitor project performance, resource utilization, and team capacity. Support the PMO in implementing governance, tools, and delivery standards. Coach and develop team members through feedback, training, and career development. Identify and resolve delivery risks, bottlenecks, and escalations. Participate in Projects as a Project Manager, Engagement Leader, or Executive Sponsor to support our teams and customers. Contribute to continuous improvement initiatives across the PMO. Communicate, collaborate, and partner with other teams across OSV, including but not limited to Sales, Marketing, Customer Success, R&D, and Service Delivery. Competencies Ability to lead, coach, and develop a team of project managers and coordinators. Fosters a culture of accountability, collaboration, and continuous learning. Ensures consistent execution against timelines, scope, and quality standards. Proficient in allocating resources based on project demand, skillsets, and availability. Balances workloads and anticipates staffing needs across seasonal cycles. Works cross-functionally with the Consulting Services team to align on project goals and execution plans. Builds trust and alignment across internal and external stakeholders. Handles escalations with urgency and professionalism. Understands the customer journey and tailors delivery approaches accordingly. Tracks team and project performance using KPIs and dashboards. Uses data to drive decisions and continuous improvement. Thrives in a fast-paced, evolving environment. Adjusts plans and priorities quickly in response to changing business needs. Qualifications Education/Certification Requirement Bachelor's degree Required 7+ years of experience in project management, with 2+ years in a people leadership role. Proven ability to manage customer-facing projects in a fast-paced environment. Strong collaboration skills, especially with consulting, product, and customer success teams. Excellent communication, problem-solving, and organizational skills. Preferred PMP or equivalent certification preferred. Experience with Workday deployments and implementations. Knowledge of Payroll, Tax, and Benefits. #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $70k-101k yearly est. Auto-Apply 59d ago
  • Payroll Processor

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* Position Summary/Objective The Payroll Processor I will be responsible for providing Workday payroll settlement services to our client base. This is a fast-paced environment with emphasis on personal initiative. This is a tremendous opportunity for a entry-level payroll professional who is interested in learning the payroll business and interfacing with clients in order to provide “best-in-class" payroll expertise. This is an excellent opportunity for professional growth. Essential Functions/Duties/Responsibilities Processes payroll settlements in client's Workday application Settles on-demand payments as requested Maintains client-specific support documentation Responsible for managing daily control reports Performs Treasury exceptions Competencies Energetic and positive Strong communication skills with emphasis on outstanding customer service Flexible in a changing environment Strong organizational skills with ability to multi-task and support multiple customers effectively Works closely with others in a team, supporting collective goals Detail Oriented with good time management skills Ability to establish and maintain effective working relationships Ability to meet tight deadlines and competing demands Use tact and discretion in dealing with customer information Excellent problem solving and Mathematical skills Supervisory Responsibility This role does not have any supervisory responsibilities Qualifications and Experience High School graduate, GED or equivalent; higher education preferred 1-2 years Payroll Customer Service experience Experience in Microsoft Word and proficiency in Excel Preferred Skills Knowledge of payroll and payroll processing preferred Associates degree or higher preferred #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $38k-52k yearly est. Auto-Apply 4d ago
  • National Sales Director - Financials

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* About OneSource Virtual OneSource Virtual (OSV) is a leading provider of Workday services, solutions, and products, specializing in co-sourced HR, Finance, and Accounting solutions. With over 1,000 BPaaS customers across North America and EMEA, we help organizations thrive by boosting their capacity for growth. Our deep expertise in Workday enables us to deliver comprehensive in-application services including payroll, benefits, accounts payable, tax, and more. Headquartered in Dallas, Texas, OSV maintains a 98% customer retention rate and is proud to serve clients across multiple industries. Position Overview The National Sales Director - Financials will have full responsibility for driving new business growth and expanding OneSource Virtual's Invoice Pay and accounts payable solutions within the Workday ecosystem. This position requires a consultative sales professional who can lead a team of Financial Account Executives, own and deliver the revenue assignments, and close deals that drive mutual success. Key Responsibilities Strategic Sales Leadership Develop and execute a comprehensive sales strategy for OSV's Workday Financials services portfolio and respective Account Executives Own and exceed multi-million dollar annual revenue targets across new business and expansion opportunities Build and manage strategic relationships with C-level executives, CFOs, Controllers, and finance transformation leaders Lead complex, enterprise-level sales cycles from initial engagement through contract execution Identify and pursue high-value strategic accounts and market opportunities Provide thought leadership on finance transformation trends and BPaaS adoption in the Workday community Business Development & Market Expansion Drive new logo acquisition targeting mid-market and enterprise Workday customers Develop territory plans and account strategies to maximize market penetration Create and nurture executive-level relationships within target accounts Partner with Workday and other strategic alliance partners to generate qualified pipeline Represent OSV at industry conferences, Workday events, and executive forums Collaborate with marketing on demand generation campaigns and thought leadership initiatives Required Qualifications Bachelor's degree in Business, Finance, Accounting, or related field 10+ years of B2B sales experience, preferably finance/accounting solutions Proven track record of meeting or exceeding sales quotas and revenue targets Experience selling to finance, accounting, or procurement organizations Strong understanding of accounts payable processes, invoice processing, and payment workflows Excellent presentation, communication, and negotiation skills Self-motivated with strong organizational and time management abilities Proficiency with CRM platforms (Salesforce or similar) and sales productivity tools Preferred Qualifications Knowledge of the Workday Financials ecosystem and partner community Existing network of Workday customers or finance transformation contacts Background in accounts payable, finance operations, or shared services Experience with consultative or solution-based selling methodologies #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $79k-108k yearly est. Auto-Apply 60d+ ago
  • Regional Tax Support Specialist

    Onesource Virtual Hr 4.7company rating

    Onesource Virtual Hr job in Dallas, TX

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* *** Candidates must be local to the Dallas, TX or Phoenix, AZ area. Summary The Tax Regional Specialist is responsible for providing outstanding tax service, supported by researching and resolving tax notices and escalations. Responsibilities Interacts with various Federal, State and local taxing agencies regarding compliance with regulatory guidelines as well as resolving related issues with notices Frequently communicate with federal, state, and local tax agencies to resolve customer payroll tax notices. Work to ensure KPI and SLAs are met. Maintains average ticket aging to 30 days or less. Responds to cases within stated department expectations. Identify and provide feedback on jurisdiction processing issues based on notices (aka; mass events) Coordinate with internal agency relations team to ensure creation of mass event payments. Communicate updates and perform tasks on customer notices by asking for cash collection, creating prior quarter and current quarter payments (create ACC Packet), and generate check payments for late and missing returns/payments for tax cases. Coordinate with internal treasury team to research outstanding (non cashed) check payments. Coordinate with internal amendments team by providing amendment check list and reassigning the ticket to their queue when an amendment is needed. Package, mail and track any payments/missing returns and send to agencies. May require occasional travel Requires Flexible Work schedules and quarterly extended work schedules to meet time sensitive deadlines Competencies Positive attitude Good time management skills Detail-oriented Flexible in changing environment Sense of Urgency Excellent verbal and written skills required Problem Solving Excellent customer service skills Team player Mathematical aptitude Work with tight deadlines Critical thinking Self-directed management of work and results Computer literacy Qualifications Education/Certification Requirements High School diploma Required 2-4 years customer service 1-2 years of payroll tax knowledge Basic excel experience Proven Ability to prioritize tasks Proficient in Microsoft office suite Payroll data entry experience Preferred Associates Degree or higher Intermediate excel experience CPP/FPC certification Working knowledge and background of multistate tax jurisdictions Understanding of payroll processing You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $37k-59k yearly est. Auto-Apply 60d+ ago
  • Director, Product and Customer Marketing

    Onesource Virtual Hr 4.7company rating

    Remote Onesource Virtual Hr job

    OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* Essential Functions/Duties/Responsibilities Serve as the product expert for the creation and evolution of market positioning, value messaging, competitive differentiation: Own, create, and share competitive alerts, battlecards, and objection handling materials to support active sales opportunities and reinforce our unique value. Identify the values, pain points, buying groups, and buying habits of prospects and customers, leveraging external and internal data. Develop and present new and existing product information at events, tradeshows, webinars, and other speaking engagements. Partner with Product to align communication and positioning for product launches, refreshes, or feature enhancements. Coordinate across the Marketing team to support campaigns, ICP development and segmentation, events, thought leadership, themes, and speaking points. Partner with digital, email, content, and campaign Marketing colleagues to gain insight on product-specific message performance, trends, keywords, and web traffic. Leverage internal and external data to support product prioritization, messaging, and relevance. Showcase the Product Marketing efforts, results, and impact. Support sales and customer teams with tools, training, and market expertise. Partner with third-party to conduct win/loss reviews for core products and support the development of resulting sales enablement content. Regularly engage in primary research with AEs, RSDs, SCs and other prospect-facing colleagues to maintain a current pulse of challenges, areas of interest, resonant talk tracks, objections, etc. Development of sales plays and campaign-specific enablement Participation in key sales opportunities or customer asks/RFIs as needed Maintain and develop all internal and external content directly associated with products to include, but not limited to data sheets, foundational templates, event slides, product blogs, LinkedIn article support, Sales Kick Off session materials, and sales presentations; collaborate with Content lead as needed to fully deliver final content. Establish and drive team-wide utilization of a standard messaging framework. Maintain a content taxonomy in Seismic that aligns product content to buyer personas and the buyer journey. Establish a cadence for assessing content performance and refreshing product content on a regular basis. Continually gather product, customer, and competitive research that supports new product development, messaging updates, and existing product enhancements. Research competitors and create differentiated positioning and messaging. Mange a win/loss program, provide analysis, and refine competitive positioning Help shape and actively participate in Customer Advisory Board meetings and other customer feedback-gathering opportunities. Create a mechanism for bidirectional feedback to influence product roadmap and strategic product decisions. Establish relationships and regular check-ins with internal SMEs throughout the business to understand our core products, services, features, and metrics. Oversee and strategically guide the Customer Marketing function and team. Manage and/or oversee the customer reference and advocacy function, processes, and incentives. Establish and/or oversee programs to increase customer advocacy participation, nameable customers, and customer assets; Own the advocacy technology platform. Oversee the customer storytelling function, content focus, and content usage. Showcase Customer Marketing efforts, results, and impact. Recommend and research analyst relations & industry engagement in alignment with budget and prioritization. Research and identify relevant analyst opportunities (e.g., Gartner, Forrester, IDC) that align with product strategy and market positioning goals Recommend participation in analyst briefings, inquiries, and research contributions to increase product visibility and influence industry perspectives Develop and maintain relationships with key industry analysts covering relevant market segments Coordinate analyst engagement activities, including briefing preparation, product demos, and follow-up communications Identify and evaluate professional organizations, industry associations, and thought leadership platforms that provide strategic value for product representation Recommend and participate in speaking opportunities, panel discussions, and industry events to establish product thought leadership Monitor analyst reports, industry trends, and competitive intelligence to inform product positioning and messaging strategies Collaborate with cross-functional teams to ensure consistent product narrative across analyst and industry engagements Go-to-market planning & cross-functional collaboration. Partner with Product Management to develop comprehensive go-to-market strategies for new and potential products, features, and enhancements Collaborate on launch planning, including timing, messaging, audience targeting, and success metrics Serve as the marketing liaison between Product Management and go-to-market execution teams to ensure alignment throughout the product lifecycle Coordinate with Design and Content teams to develop product branding, visual identity, and messaging frameworks that align with overall brand standards Brief creative teams on product positioning, target audiences, and key differentiators to inform content development and design deliverables Oversee the creation of product marketing collateral, including data sheets, presentations, web content, videos, and sales enablement materials Ensure consistency in product messaging and branding across all customer touchpoints and marketing channels Facilitate feedback loops between Product Management, creative teams, and market-facing teams to refine positioning and content based on customer and market response Manage project timelines and deliverable reviews to ensure on-time, high-quality execution of go-to-market initiatives Budget, resource, and people management Managing product marketing budget and vendor relationships Prioritizing and allocating resources across multiple product initiatives Leading, mentoring, and developing product marketing team members Building team capabilities and processes Establish and track KPIs for product marketing initiatives Competencies Strategic Skills. Ability to accurately assess strengths and vulnerabilities, to best align and move forward. Able to make tactical and strategic adjustments to ensure success. Must be able to see the big picture and translate strategies and tactics. Judgment / Decision Making. Must be able to balance between quick decisiveness and more thorough approaches based on consistent logic, rationality and objectivity. Show common sense and anticipate consequences of decisions. Use data to inform, rationalize, and adjust decisions. Analytical Skills. Can effectively analyze multiple data points to identify significant problems and opportunities. Effective at getting to the root cause by probing with appropriate stakeholders. Oral Communication. Superior skills as demonstrated by the ability to think on your feet, clarify organization of thought processes and easily articulate product vision and standards. Keeps critical stakeholders informed. Written Communication. Outstanding ability to translate product features into relevant marketing and sales messages. Knows how the market wants to receive information and can put into practice written/visual content that meets those needs. Team Player. Effectively collaborates across the organization, carries a strong voice to ensure goals are achieved, works to tear down walls to overcome we-they relationships, and remains approachable. Can operate at a strategic level, providing leadership to direct and cross-functional contributors, but can also deliver tactical items. Organization/Planning. Strong planning and project management skills. Ensures key priorities are aligned to organization goals and initiatives. Effectively manages own time and ensures the support of others to deliver. Anticipates risks and defines and executes contingencies. Holds team accountable for deadlines and project requirements. Adaptability. Flexes to new pressures with the ability to quickly adjust both strategic and tactical targets for self and direct and extended team members. Able to cope effectively with complexity and tight deadlines. Energy and Tenacity. Exhibits high energy and a strong desire to achieve the goal. Will be strategic and a “do-er” with a reputation for delivering results. Strong sense of ownership, work ethic, and self-motivation. Leadership. Possesses the ability to articulate a vision and motivate the team to coordinated action. Understands how to balance empathy with expectation and uses appropriate motivation and incentive to inspire confidence and contribution at the individual level. Interpersonal skills. Facilitates constructive dialogue and collaboration. Knows how to navigate organizational complexity for productive outcomes. Connects with all levels of the organization in a constructive way that inspires trust and confidence. Supervisory Responsibility This position directly manages employees and is responsible for the development, performance management, e management, and hiring (as needed). Qualifications and Experience Required Bachelor's degree in Marketing, Business Management, a similar degree, or directly related experience. 8+ years of product marketing experience, preferably in SaaS or FinTech. 2+ years of people management experience Previous experience doing a deep competitive analysis. Strong communication skills including but not limited to slide creation and public speaking skills. Previous experience in sales or working with an enterprise sales team. Travel 20% Preferred Experience with demand generation, email marketing, social media, events, product management, and branding. Experience with customer advocacy, storytelling, or reference programs. Workday or Workday ecosystem experience. You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
    $102k-177k yearly est. Auto-Apply 33d ago

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