Advantage Technical Services Jobs in Usa

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. 

 
As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team that supports our Schwab Wealth Advisory clients. On this client-facing, in-bound phone team, you will be able to build on your growing expertise to deliver extraordinary and consistent service. Through mentorship, coaching, and ongoing training, you will have the opportunity to develop a strong foundation in wealth management, allowing you to act as a subject matter expert with clients as you provide technical assistance and place solicited trades. You’ll strengthen client relationships as you provide resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy. If you’re looking for a role with a firm that will prioritize your development and set you on the path to becoming a Wealth Advisor, this could be the opportunity for you.

We place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory Investment strategy.

Required Qualifications: 

• Undergraduate degree required
• Active and valid FINRA Series 7 license required  
• Active and valid FINRA 66 licenses required (may be obtained with a 120-day COE) 
• Minimum 2 year of experience in the financial services industry working directly with clients  

Preferred Qualifications: 

• Experience servicing high-net-worth clients
• General understanding of brokerage regulations and rules that govern client accounts 
• Demonstrated experience handling client concerns and issues with tact and diplomacy 
• Excellent written and oral communication skills, attention to detail 
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Need to be able to build and maintain good cross departmental working relationships 

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius. Be a part of our team you will collaborate with great people, pioneering products, and cutting-edge technology.

The Financial Services Consulting team at TransUnion is an industry recognized, client-facing department that rewards an entrepreneurial spirit. We have deep technical expertise and an established reputation as an analytic solutions provider in the Financial Services industry. We have a wealth of data and industry experience within our large group of highly-trained analysts, statisticians, engineers, and economists. We also have a modern computing environment based on best-in-class \"big data\" technologies and the freedom to explore new data sources and statistical and machine learning methodologies. All of these resources will enable you to help us deliver next-generation analytic solutions for our customers.

This position is responsible for developing credit risk management and business intelligence analytic solutions through consulting engagements and research serving TransUnion's clients. This position requires an understanding of US consumer lending and credit risk management practices.

• You will partner with internal and external cross-functional teams to drive new business initiatives and deliver long-term value-added product propositions for customers in the US financial services segment at TransUnion. This includes but is not limited to the development of predictive risk management and business intelligence solutions for Fintechs, credit card issuers, collections agencies, and retail banks.
• You will lead analytic client engagements involving descriptive, predictive, and prescriptive analysis through the consumer lending portfolio lifecycle, leveraging a variety of techniques (e.g., segmentation, logistic regression, gradient boosted trees, survival analysis, principal component analysis, scenario and sensitivity analysis).
• You will design and write programs for data extraction, segmentation and statistical analysis on large population datasets using languages such as R, Python, and SQL.
• You will deliver analytic insights and recommendations in succinct and compelling presentations for internal and external customers and an executive audience.
• You will develop project proposals, sales presentations, and promotional collateral to enable the adoption of integrated customer solutions supported by TransUnion.
• You will identify strategies and opportunities for customers to test and adopt TransUnion's analytic products and services.
• You will provide mentorship and training to junior colleagues and maintain progress on all initiatives under limited direct supervision.
• You will foster a high performance culture and cultivate an environment that promotes excellence and reflects the TransUnion brand.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.

Adherence to company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the company's reputation are also essential expectations of this position. This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.

TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting .

The U.S. base salary range for this position is $67,500.00 - $112,500 annually. The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion's annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.

The Manager, Service provides the vision, direction and support to ensure customer satisfaction while maintaining company profitability through defined empowerment and supervision of the Service Department and its team members. Ensure a safe working environment through partnership with General Manager and Director, Environmental Health & Safety to report such issues. Ensures all Briggs Industrial Solutions standards are adhered to and executed consistent with company direction.

Principal Responsibilities And Duties:

• Manage the strategic direction of the branch Service Department, while providing leadership to all branch Service Team Members, to include the service department financial performance (P&L), training, safety, department processes, customer services & pricing, vendor products/systems and equipment awareness
• Lead safety meetings, ensure near miss reporting policy compliance and partner with the Safety Department to investigate safety incidents
• Coach and develop direct reports on employee relation issues, to manage customer orders and repairs, ensure proper job openings, quote completion, job changes, closing and invoicing
• Motivate the Service Department to perform at a high level and ensure accountability of them to include quality and efficiency
• Monitor & manage the selection, hiring, development, training and new hire procedures
• Manage the communication and relationships with customers by building trust and ensuring customer satisfaction through regular customer visits with an added focus on top 10 service accounts
• Practice positive customer conflict resolution strategies to mutually benefit the Company & Customer
• Serve as liaison between the Company, its customers, and manufacturers, in problem resolution while maintaining profitability
• Manage and maintain a fleet of road service and delivery vehicles for maximum performance and controlled expense
• Represent the Service Department's brand and gain additional Service revenue through support of Account Managers
• Provide fleet management support by managing expenses for external customers and the Company to ensure maximum profitability
• Manage department needs associated with maintaining supplies, uniforms, tooling needs, building maintenance, and equipment, within budgeted guidelines and as demands are presented
• Performs other duties as assigned

Minimum Qualifications:

• Knowledge of business and management principles
• Ability to develop direct reports through coaching and reinforcement (Hard Skills/Soft Skills)
• Mechanical aptitude and technical knowledge preferred
• Excellent verbal and written communication skills are required for this position
• Excellent intrapersonal, customer service, math, reading comprehension and problem solving skills
• Proficient with Microsoft Outlook, PowerPoint, Excel, and Word

Previous Experience/Education:

• Bachelor's Degree or equivalent experience preferred
• High School Diploma or G.E.D. required
• 2+ years working experience in forklift repair or related industry preferred
• Management or supervisory experience preferred

Physical Requirements:

• Standing, walking, lifting, twisting and bending on a frequent basis
• Ability to lift up to 40 pounds

Geotab is a global leader in IoT and connected transportation and certified \"Great Place to Work.\" We are a company of diverse and talented individuals who work together to help businesses grow and succeed, and increase the safety and sustainability of our communities. Geotab is advancing security, connecting commercial vehicles to the internet and providing web-based analytics to help customers better manage their fleets. Geotab's open platform and Geotab Marketplace, offering hundreds of third-party solution options, allows both small and large businesses to automate operations by integrating vehicle data with their other data assets. Processing billions of data points a day, Geotab leverages data analytics and machine learning to improve productivity, optimize fleets through the reduction of fuel consumption, enhance driver safety and achieve strong compliance to regulatory changes.

Our team is growing and we're looking for people who follow their passion, think differently and want to make an impact. Ours is a fast paced, ever changing environment. Geotabbers accept that challenge and are willing to take on new tasks and activities - ones that may not always be described in the initial job description. Join us for a fulfilling career with opportunities to innovate, great benefits, and our fun and inclusive work culture. To see what it's like to be a Geotabber, check out our blog and follow us @InsideGeotab on Instagram. Join our talent network to learn more about job opportunities and company news.

As a Segment Campaign Manager your key area of responsibility will be developing and executing end-to-end segment marketing strategies to drive customer acquisition, expansion, and retention. This includes collaborating with cross-functional teams to bring strategies to market, optimizing lead flow into the pipeline, analyzing campaign performance for ROI, managing various marketing program executions, delivering targeted ABM and Always On initiatives, and becoming a segment expert to inform messaging. You will need to work closely with segment marketing, product marketing, channel marketing, business development, digital and creative teams, Marketing Automation, Revenue Operations, and Sales teams, as well as external agencies and vendors. To be successful in this role you will be a creative and analytical marketing professional with strong collaboration and project management skills. In addition, the successful candidate will have proven analytical and budget management abilities to optimize campaign performance and ROI. Expertise in full-funnel marketing, lead nurturing, and pipeline management, coupled with a passion for understanding market segments and delivering measurable results, is essential.

Develop and manage the end-to-end segment campaign marketing strategy, including campaign planning workbooks and strategic annual campaign plans, to drive new customer acquisition, account expansion, and customer retention. Partner with segment marketing, product marketing, channel marketing, and business development to ensure alignment of campaign strategies with overall segment business goals. Collaborate with Marketing Automation, Revenue Operations, and Sales teams to develop dynamic nurturing campaigns, optimize marketing qualification methodology for lead pass-through, and manage the lead pipeline from MAL to closed-won/lost. Forecast, monitor, and analyze campaign metrics against KPAs to inform future campaign plans, optimize budget allocation, and deliver marketing ROI analysis and performance tracking. Champion continuous improvement by actively developing skills and identifying opportunities to enhance campaign processes and tools, including the evaluation and adoption of new marketing technologies. Lead and guide agencies, vendors, and internal departments in the execution of advertising, full-funnel content, social media, success stories, sponsorships, events, webinars, podcasts, and channel/partner programs to achieve segment campaign objectives. Collaborate with content, creative, digital, and sales teams to deliver Account-Based Marketing (ABM) and Always On programs aligned with campaign plans. Maintain Ideal Customer Profiles (ICPs) and continuously develop buyer personas to inform campaign/content strategy at the segment and targeted account level. Establish subject matter expertise in the assigned segment, leveraging competitive/market analysis to create differentiated campaigns and messaging that highlight Geotab's unique value proposition and attract ideal leads. Support Geotab's annual customer and partner conference \"Connect\" with segment campaign plans and programs.

5-8 years of experience in B2B Saas marketing campaign strategy development and execution with measurable outcomes and data-driven analytical approach to decision-making. Previous experience in the Commercial Transportation Field Services segment including Consumer Services, Speciality Trade Contractors, Property Maintenance, Professional & Environmental Services, Healthcare & Pharmaceutical, Media & Entertainment, Hospitality & Leisure, Finance, Insurance & Real Estate or comparable sub-segments is highly preferred. Previous industry experience in telematics, connected transportation solutions, B2B IT or software industry marketing, or comparable experience is a strong asset. Exceptional verbal and written communication skills, with the ability to effectively lead, influence, and collaborate across all organizational levels. Strategic, data-driven, and results-oriented mindset with a focus on achieving objectives. Strong ability to stay current with emerging technologies and technical aptitude, including proficiency in CRM systems (e.g., Salesforce), marketing automation platforms (e.g., Salesforce Marketing Cloud), workflow tools (e.g. Jira), Google Suite, and AI tools (e.g., Gemini, ChatGPT) for campaign planning, content creation and data analysis. Proficient in account-based marketing (ABM) and persona targeting high value prospects with ABM platforms such as 6sense, Demandbase or Zoominfo is preferred. Excellent interpersonal skills, including diplomacy, negotiation, conflict resolution, and relationship management. Adaptability and resilience to thrive in a fast-paced environment with evolving priorities and deadlines. Proactive and resourceful with a willingness to take initiative, propose innovative ideas, and adapt to change within a dynamic, flat organizational structure. Strong project management skills, including the ability to identify needs, develop solutions, and manage projects from inception to completion. Collaborative team player with the ability to engage effectively with stakeholders at all levels.

If you got this far, we hope you're feeling excited about this role! Even if you don't feel you meet every single requirement, we still encourage you to apply. Please note: Geotab does not accept agency resumes and is not responsible for any fees related to unsolicited resumes. Please do not forward resumes to Geotab employees.

Flex working arrangements Home office reimbursement program Baby bonus & parental leave top up program Online learning and networking opportunities Electric vehicle purchase incentive program Competitive medical and dental benefits Retirement savings program

*The above are offered to full-time permanent employees only

At Geotab, we have adopted a flexible hybrid working model in that we have systems, functions, programs and policies in place to support both in-person and virtual work. However, you are welcomed and encouraged to come into our beautiful, safe, clean offices as often as you like. When working from home, you are required to have a reliable internet connection with at least 50mb DL/10mb UL. Virtual work is supported with cloud-based applications, collaboration tools and asynchronous working. The health and safety of employees are a top priority. We encourage work-life balance and keep the Geotab culture going strong with online social events, chat rooms and gatherings. Join us and help reshape the future of technology!

Geotab verifies candidates' eligibility to work in the United States through E-Verify, an internet-based system operated by U.S. Citizen and Immigration Services. We are committed to accommodating people with disabilities during the recruitment and assessment processes and when people are hired. We will ensure the accessibility needs of employees with disabilities are taken into account as part of performance management, career development, training and redeployment processes. If you require accommodation at any stage of the application process or want more information about our diversity and inclusion as well as accommodation policies and practices, please contact us at . Geotab provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Geotab complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Geotab expressly prohibits any form of workplace harassment or discrimination based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Geotab's employees to perform their job duties may result in discipline up to and including discharge. If you would like more information about our EEO program or wish to file a complaint, please contact our EEO officer, Klaus Boeckers at . For more details, view a copy of the EEOC's Know Your Rights poster. By submitting a job application to Geotab Inc. or its affiliates and subsidiaries (collectively, \"Geotab\"), you acknowledge Geotab's collection, use and disclosure of your personal data in accordance with our Privacy Policy. Click here to learn more about what happens with your personal data.

The Service Advisor is responsible for supporting all branch Service Department personnel through detailed handling of a variety of administrative duties including handling incoming calls, producing quotations and estimates, opening and closing work orders, adjusting time on work orders, dispatching Field Service Technicians, assigning jobs to Shop Technicians, training/mentoring less experienced Technicians, and other duties not specified.

Essential Responsibilities & Expectations

• Handle incoming phone calls to the branch
• Produce quotations and estimates
• Take and deliver messages to branch personnel
• Effectively communicate with Service Department Personnel to address customer needs
• Assign jobs to Shop Technicians & Dispatch Field Service Technicians
• Open and properly segment Work Orders applying correct codes and tax information
• Handle closing of Work Orders in a timely fashion
• Adjust Service Technician time when necessary
• Obtain Purchase Orders from customers as required
• Responsible for charging his/her time to work orders

Intermediate

Intermediate

Advanced

Advanced

Advanced

Advanced

Advanced

Advanced

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High School or Equivalent or better.

Experience working as a Service Technician. Experience using personal computers including Microsoft Word and Excel and basic typing skills are required for this position.

SNI Companies has partnered with an amazing organization in North Austin for a unique role as a Mechanical Claims Specialist!

Combine your Administrative support, Mechanical and Customer Service skills with the ability to handle a volume of inbound calls, multi-tasking ability and technical skills in this fast-paced fulltime role with growth potential, benefits and incentives.

In this role you will be processing and adjudicating automotive mechanical claims in a professional environment.

• Minimum 1-2 years of Mechanical Claims experience in a call center environment or relevant field

Essential Job Functions:

• Complete and finalize initial claim reports submitted by service writers/advisors, their representatives, or directly from contract owners to complete the adjudication process.
• Properly, efficiently, and accurately document loss report by establishing part and labor costs by utilizing approved pricing standards and/or labor and parts guides.
• Properly manage and maintain claim loss reports to ensure files are being settled and closed.
• Provide claim information/status to existing open or pending claims and communicate updates to service advisors

Why work here:

• Amazing leadership team!
• Small training classes with personal one on one attention and group training by a seasoned and experienced coach and trainer.
• Fully equipped breakroom with beverages, breakfast, lunch and dinner options available to all employees
• Friendly and fun environment with excellent employee culture
• GROWTH potential

Apply today for immediate consideration!

The purpose of this position is to interact with customers by providing price quotes, processing orders, and answering product-related questions, resulting in high customer satisfaction and effective, collaborative relationships with other company departments, including shipping, production, quality assurance, sales, and accounting. This role supports complex customer accounts, resolves escalated issues, and serves as a resource to other Customer Service Representatives by providing guidance, training, and process support.

The following are essential job functions.

• Respond to customer inquiries through phone, email, and other communication channels.
• Provide customers with information about products, services, and order-related inquiries.
• Maintain documentation of customer interactions, including details of inquiries, complaints, comments, and actions taken.
• Maintain account documentation for customers with specific requirements related to shipping, data entry, pricing, and billing.
• Process incoming purchase orders and other related items for assigned accounts.
• Provide pricing quotations for stock, made-to-order, and custom products.
• Resolve issues by performing activities such as returns, exchanges, and issuing credit memos with proper approvals and procedures.
• Refer unresolved customer grievances to designated departments for further investigation.
• Handle special, unique, and more complex situations with little or no assistance from the Customer Success Manager.
• Identify and communicate potential sales opportunities to sales representatives and/or distributors.
• Uphold and improve quality standards by performing corrective and preventative actions related to job responsibilities.
• Analyze recurring customer issues and collaborate with internal departments to implement long-term solutions.
• Provide general, technical, and functional guidance to others in the department.
• Train and mentor Level I and II Customer Service Representatives regarding processes and best practices.
• Assist in prioritizing departmental workload and coordinating task distribution to ensure efficient service coverage.
• Assist the Customer Success Manager in ensuring that performance metrics and goals are met.
• Other related duties as assigned.

Secondary job accountabilities

• Serves as backup for daily sales reporting and internal sales communications.

This DIRECT HIRE role follows a hybrid schedule and requires regular in‐person work at our Florence, KY office.

Candidates must live within commuting distance - relocation applicants will not be considered.

The Customer Service Specialist is responsible for processing customer orders, handling order entry and shipment scheduling. The Customer Service Specialist performs necessary functions to meet customer requirements on a timely basis.

• Coordinate orders and shipments between Manufacturing and customers. Serves as liaison between internal departments and external customers or sales representatives.
• Supports assigned Rep Territory by processing customer inquiries, quoting prices, delivery information, and terms.
• Interface with departments handling activities such as credit and collections, sales, shipping and purchasing to ensure effective and timely service to customer. Handles phone, fax and email inquiries, discusses customers' needs, and recommends products that will best satisfy them, if possible. Refer advanced inquiries to the appropriate Sales Manager, Technical Sales, or Product Champion.
• Perform essential administrative functions of scanning/indexing paperwork, releasing RMAs into Swecare, etc.
• Track and report to customer and sales staff delivery date, anticipated delays, conflicting terms and conditions of customer purchase orders. Communicates status of delayed orders, back orders or the necessity of substitutions.
• Responds to complaints and coordinates response with responsible departments.
• Use the guiding principles and tools of the Manufacturing System to drive continuous improvement, wherever applicable.

Minimum Qualifications & Experience:

• High school diploma or equivalent education required.
• Preferred Bachelor's degree in Business Administration, Communications, or related field.
• 1 - 3 years of general customer service experience.
• Evidence of mechanical aptitude, preferred experience in a manufacturing setting. Strong organizational, problem-solving, phone and interpersonal skills.
• Ability to confidently assess and mediate high-pressure situations.
• Proficient in Microsoft Office applications and ability to work in multiple systems.