Salesforce Inc Jobs in Brea

Job Title: Quality Improvement Coordinator

Target Compensation Range: $23.00-$25.00/hour, depending on relevant qualifications and experience

About Us:

Astiva Health, Inc., located in Orange, CA is a premier healthcare provider specializing in Medicare and HMO services. With a focus on delivering comprehensive care tailored to the needs of our diverse community, we prioritize accessibility, affordability, and quality in all aspects of our services. Join us in our mission to transform healthcare delivery and make a meaningful difference in the lives of our members.

Summary:

The Quality Improvement Coordinator will be responsible for coordinating and implementing quality improvement initiatives related to HEDIS measures and risk adjustments/HCC. This individual will work with internal and external stakeholders to ensure compliance with HEDIS specifications, data collection, reporting, and improvement strategies.

ESSENTIAL DUTIES AND RESPONSIBILITIES: include the following. Other duties may be assigned.

• Regular and consistent attendance. In office attendance is requested 5 days a week.
• Coordinate and partner with IPA/MSO delegates for HEDIS and risk adjustment data reporting
• Identify gaps and opportunities for improvement
• Collaborate with internal departments to review and implement projects and interventions to improve delivery of services and quality of care.
• Assist with audits and reviews to ensure data accuracy and validity
• Review and summarize collected data with trend analysis for additional provider educational opportunities.
• Attend health plan meetings as requested by department leadership.
• Stay updated on HEDIS and risk adjustment specifications, guidelines, and industry trends

EDUATION and/or EXPERIENCE:

• 3+ years of quality improvement or healthcare related experience
• Familiarity of HEDIS measures, specifications, and reporting requirements
• Proficient in data analysis, Excel, and quality improvement methodologies
• Excellent communication, presentation, and interpersonal skills
• Ability to work independently and collaboratively in a fast-paced environment.
• Detail-orientated, organized, and problem-solving skills.

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Free lunches on site

About Us: Astiva Health, Inc., located in Orange, CA is a premier healthcare provider specializing in Medicare and HMO services. With a focus on delivering comprehensive care tailored to the needs of our diverse community, we prioritize accessibility, affordability, and quality in all aspects of our services. Join us in our mission to transform healthcare delivery and make a meaningful difference in the lives of our members.

SUMMARY: The Junior Quality Improvement Coder is responsible for providing director support to all departmental QI initiatives. In this role, the Junior QI Coder will partner with the Director to collaborate with network providers and IPA’s to improve the quality of care through quality improvement activities that will include RAF, HEDIS, CMS Star Ratings and other health plan reporting.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

• Analyze data from contracted IPA network providers that allows for proper review of data to evaluate HEDIS and Risk Adjustment Factor.
• Conduct internal reviews of documentation and billing on a timely basis.
• Identify coding and billing risk areas, conduct focused reviews. Ensure accurate coding by utilizing official coding resources, Medicare manual and policies.
• Collaborate and educate provider practices on CMS guidelines for Star Measures (Part C & D). Review and advise on appropriate documentation and coding for HEDIS and RAF reporting.
• Prepare summary reporting of the coding review results as requested.
• Participate in ongoing discussions concerning data collection and analysis for HEDIS gaps in care. Re-educate providers as needed.
• Apply official CPT/HCPCS and ICD10 coding guidelines, internal guidelines, and state specific Medicare/Medicaid coding instructions to review and analyze professionally coded services and coding queries.
• Collaborate with internal departments and external partners to review and implement projects to improve delivery of services and quality of care.
• Participate in provider and interdepartmental conference calls and meetings that support exceptional customer service.
• Attend health plan meetings as requested by department leadership.
• Regular and consistent attendance.
• Other duties as assigned.

EDUCATION and/or EXPERIENCE:

• 0 - 1 year of prior experience as a coder in a quality improvement role within a health plan, IPA or medical group.
• Certified Coding certificate required.
• Strong understanding of coding principals including, HEDIS, Medicare Star ratings and Risk Adjustment.
• Strong understanding of the principals of HIPAA and able to maintain confidentiality.
• Able to build rapport with external providers and partners and internal teams.
• Professionally present data and findings that support internal goals and objectives.

BENEFITS:

• 401(k)
• Dental Insurance
• Health Insurance
• Life Insurance
• Vision Insurance
• Paid Time Off
• Free catered lunches

Description: Astiva Health, Inc., located in Orange, CA is a premier healthcare provider specializing in Medicare and HMO services. With a focus on delivering comprehensive care tailored to the needs of our diverse community, we prioritize accessibility, affordability, and quality in all aspects of our services. Join us in our mission to transform healthcare delivery and make a meaningful difference in the lives of our members.

Position Summary

The Sales & Broker Support Coordinator will support the Sales Department with sales material, event set up and outreach coordination. In this role, the Coordinator will be responsible for supporting department activities that promote organization growth, branding, and sales outreach.

Essential duties and responsibilities include the following:

• Support the department through the development and implantation of sales and broker support branding campaigns and projects.
• Work cross functionally with various teams to identify and collect the resources required for each assigned project.
• Establish professional relationships with outside production vendors and agencies to assist in the coordination of sales activities.
• Participate in website, broker portal, online enrollment portal review and updates as needed.
• Point of contact for all pre and post contracts; follow and communicate plans.
• Assist in the pre-event activities including guest lists, activities, sales, and marketing collateral.
• Support the Sales Operations Team on the needs of our independent broker partners, agencies, and field marking organizations by developing educational materials on consumer product offerings in the market allowing them to help sell more, earn more, and stay independent with support of their on-going growth and success.
• Assist with the Sales Operations team in positioning insurance agents and agencies for quick growth with creating presentations, materials, and other resource tools.
• Through community marketing and outreach efforts to doctors and specialists, the Coordinator will have a direct impact on sales and enrollment growth and retention.
• General Office & Clerical/Administrative work.
• Regular and consistent attendance.
• Other duties as assigned.

Education and/or Experience

• High School diploma required.
• Bachelor’s degree in Marketing, Communications or other related field.
• Strong organizational skills required.
• Ability to build and foster strong working relationships with both internal and external stakeholders.
• Excellent communication skills both oral and written.
• Detailed understanding of technology including website optimization, desktop computer and telephone systems.
• Ability to meet deadlines in a fast-paced environment.
• Local travel may be required for event planning, even pre-meetings, and event attendance.
• Must be able to present themselves professionally.
• Fluent in Korean or Cantonese/Mandarin (verbal and written).

Benefits

• 401(k)
• Dental Insurance
• Health Insurance
• Life Insurance
• Vision Insurance
• Paid Time Off
• Free catered lunches

About Us:

Astiva Health, Inc., located in Orange, CA is a premier health plan provider specializing in Medicare and HMO services. With a focus on delivering comprehensive care tailored to the needs of our diverse community, we prioritize accessibility, affordability, and quality in all aspects of our services. Join us in our mission to transform healthcare delivery and make a meaningful difference in the lives of our members.

SUMMARY:

We are seeking a skilled and adaptable Junior AI/ML Engineer to join our fast-moving team building impactful AI solutions in healthcare. Our work focuses on extracting and interpreting data from unstructured medical documents, improving clinical coding accuracy, streamlining administrative processes, and enhancing patient outreach.

Projects will evolve rapidly, from fine-tuning large language models (LLMs) on specialized medical PDFs, to optimizing OCR pipelines in Azure, and new challenges emerge regularly. This role suits someone who thrives in ambiguity, enjoys hands-on model development, and wants to directly influence healthcare delivery through applied AI/ML.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

• Design, fine-tune, and optimize large language models (LLMs) and multimodal models for healthcare-specific NLP tasks, such as information extraction, classification, and summarization from clinical documents (e.g., medical charts, patient files, scanned forms).
• Develop and improve document understanding pipelines, including fine-tuning OCR / layout-aware models (especially in cloud environments like Azure AI, Azure Foundry) to handle real-world variability in medical forms, handwriting, and scanned PDFs.
• Build and iterate on end-to-end ML solutions that transform unstructured healthcare data into structured, actionable insights
• Collaborate closely with clinicians, product managers, data annotators, and engineers to define problems, curate/annotate datasets, evaluate model performance against clinical and business metrics, and iterate quickly.
• Deploy models into production environments (cloud-based inference, batch processing, or API endpoints) with attention to latency, cost, scalability, and healthcare compliance considerations (HIPAA, data privacy).
• Stay current with advancements in LLMs, vision-language models, efficient fine-tuning techniques (LoRA/QLoRA, PEFT), RAG, multimodal AI, and domain-specific healthcare AI research.
• Contribute to a culture of rapid prototyping, rigorous evaluation, and continuous improvement in a dynamic project landscape where priorities can shift based on new opportunities or stakeholder needs.
• Other duties as assigned

REQUIRED TECHNICAL SKILLS:

• Proficiency in Python and familiarity with common ML frameworks (e.g., PyTorch, TensorFlow, scikit-learn)
• Experience applying NLP techniques to unstructured text
• Hands-on experience working with LLMs, including:
• Prompt design and iteration
• Using pre-trained models for classification or extraction tasks
• Foundational understanding of model fine-tuning, such as:
• Fine-tuning transformer models or LLMs for classification or information extraction
• Adapting existing training scripts or examples to new datasets
• Familiarity with model evaluation metrics (precision, recall, F1) and basic error analysis
• Experience working with labeled datasets and annotation outputs, including reviewing label quality
• Understanding of common ML problem types, including binary and multi-label classification
• Awareness of model bias, label noise, and false positives, with the ability to discuss tradeoffs and mitigation strategies
• Basic understanding of production ML workflows (versioning, reproducibility, monitoring concepts)

OTHER SKILLS and ABILITIES:

• Hands-on fine-tuning experience with LLMs (e.g., Hugging Face, OpenAI fine-tuning, Azure Foundry), even if limited to small-scale or academic projects
• Exposure to cloud ML platforms (Azure ML, AWS SageMaker, or GCP)
• Familiarity with RAG architectures and retrieval-based grounding
• Experience with NLP libraries (spaCy, Hugging Face Transformers, NLTK)
• Introductory experience with weak supervision or noisy-label learning
• Interest in healthcare or biomedical NLP
• Curiosity about knowledge graphs, ontologies, or structured prediction
• Familiarity with secure data handling practices
• Willingness and ability to learn workflows for sensitive or regulated data (e.g., HIPAA-covered healthcare data), including privacy-aware data handling and secure ML workflows

EXPERIENCE:

• Bachelor’s Degree in related field
• 1–2 years of experience in machine learning, applied NLP, or software engineering
• Demonstrated some experience training or fine-tuning ML models, not just using APIs
• Ability to collaborate with senior engineers and domain experts and incorporate feedback

BENEFITS:

• 401(k)
• Dental Insurance
• Health Insurance
• Life Insurance
• Vision Insurance
• Paid Time Off
• Free catered lunches

About Auris

Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.

Job Summary

Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM).

Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.

During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.

Responsibilities

• Responsible for prospecting new clients
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
• Attend weekly team meeting and weekly one-on-one with leader
• Additional responsibilities may be assigned as needed

Minimum Qualifications

• 18 years of age or older
• Valid Driver’s License and valid automobile insurance
• Successful completion of pre-employment background check
• Must live in area relative to job posting location
• At least two years of relevant experience
• Excellent prospecting, communication, presentation, and networking skills
• Works well independently and as part of a team
• Incentive-driven sales “hunter”
• Professional demeanor and impeccable integrity
• High sense of urgency and innate sales talent
• Enjoys cold-calling and speaking with people face to face
• Accountable for measurable, high-quality, timely results
• Ability to be in the field, a minimum of 50% of the time

Preferred Qualifications

• High school diploma/GED
• Prior experience in a B2B Sales role
• Prior experience with a CRM tool, such as Salesforce or Hubspot

Competencies

• Awareness
• Driven
• Resilient
• Respectful
• Committedness

Compensation (pay transparency) and Benefits

• It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
• We're not messing around with compensation. A first-year professional may expect an average of $120,000 - $170,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity.
• We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.

***State Specific***

Nevada and Colorado

About Goosehead

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in Irvine, CA.

Job Summary

The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more.

Principal Duties and Responsibilities

The primary responsibility of an Account Executive is to build a book of business through:

• Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
• Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.

Compensation Summary

The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip.

Experience and Education

• Passing the state licensing exam, once hired
• Legally authorized to work in the United States

Required Skills and Abilities

• Exceptional written and verbal communication
• Experience in a fast-paced work environment
• B2B or B2C sales experience or related college major
• Competitive attitude
• Networking abilities
• Entrepreneurial spirit
• Problem-solving mentality
• Self-motivated, hands on, self-starter mindset that can do the work
• Strong time management
• Strong attention to detail and organization

Benefits Summary

• High quality voluntary health, vision, dental insurance programs
• Paid holidays, vacation, and sick leave
• Benefit offerings vary per agency*

This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision.

To learn more about our job opportunities, apply here. We look forward to speaking with you!

About Yami:

Founded in 2013, Yami’s mission is to bring the world closer for everyone to experience and enjoy. We make it easy to discover exciting flavors and trending products from Asia. Named Inc. Magazine’s fastest growing start-up on the ”Inc. 500 List,”, we’re committed to connecting people with authentic food, beauty, home, and wellness experiences through our e-commerce platform, iOS, and Android apps.

Benefits & Compensation:

• 401(k) Matching
• Health Insurance: Medical, Vision, and Dental
• Paid Time Off: Vacation, Sick, and Holidays
• On-site Amenities: Gym, Pool, Game Rooms, etc.
• Team Building
• Employee Discount
• Employee Referral
• Coffee and Snacks
• Please see range below, and DOE

Summary:

The Growth Marketing Specialist is responsible for driving organic traffic growth through SEO and AI-driven discovery channels. This role leads strategy across technical SEO, content optimization, site architecture, and schema implementation to improve visibility and “Share of Model” on generative search platforms. The specialist analyzes performance data, conducts keyword and competitive research, and partners closely with Product, Engineering, and Content teams to turn insights into growth initiatives. The ideal candidate has at least three years of SEO or growth marketing experience (preferably in North American e-commerce), is comfortable working in startup environments, understands technical and content-led SEO, and is passionate about AI, emerging search trends, and Asian products. Bilingual English/Chinese is required.

Responsibilities

• Own the organic growth strategy across SEO and AI discovery platforms
• Implement strategies to increase "Share of Model" by optimizing site architecture and Schema markup for Generative Engine Optimization
• Develop and execute a comprehensive SEO strategy, including technical SEO, onsite and offsite optimization, and content-led growth initiatives
• Conduct keyword research, competitive analysis, and site audits to identify growth opportunities
• Collaborate with Product, Engineering, and Content teams to implement the organic traffic growth strategy
• Monitor and analyze search rankings, website performance, and user behavior， translating insights into clear action items
• Evaluate organic traffic quality and performance, providing data-driven insights and recommendations for continuous improvement
• Stay current with search ecosystem changes, algorithm updates, and emerging AI-driven discovery trends

Qualifications

• 3+ years of experience in SEO, organic growth, growth marketing, or AI-driven traffic, preferably within the North American e-commerce industry
• Startup experience with hands-on SEO and GEO is a strong plus
• Strong ability to analyze data, generate insights, and translate findings into actionable recommendations
• Hands-on experience with Google Analytics, Google Search Console, and other SEO tools (e.g., SEMrush, Ahrefs)
• Solid understanding of content marketing, link-building strategies, and technical SEO fundamentals
• Strong interest in AI, search innovation, and content creation
• Strong interest in Asian products and culture, with the ability to quickly identify emerging trends among our target customers
• Bilingual in English and Chinese

STAFF COUNSEL FOR FRED LOYA INSURANCE AGENCY IS NOW HIRING-

IN-HOUSE - STAFF TRIAL ATTORNEY

Pay: $105,000.00 - $190,000.00 per year + discretionary annual bonus- 15%

$5,000.00 SIGN-ON BONUS

*Performance Bonus based on Company Performance and Individual performance

Be part of a fast-growing company committed to service and excellence. The Company has grown significantly and now operates Staff Counsel Offices across several States including Arizona, Alabama, California, Colorado, Georgia, Illinois, Nevada, New Mexico and Texas.

JOB DESCRIPTION:

General Duties:

*Handle and manage litigation files from inception through trial, with a caseload of under 80 files

*Prepare pleadings, discovery, motions, demands and responses

*Draft reports and provide file analysis

*Handle litigation and other legal assignments in accordance with guidelines established for Staff Counsel for Fred Loya Insurance Agency, Inc., and the Loya Insurance Group of Companies.

Skills necessary for this position:

*Superior awareness of and compliance with all applicable rules of professional conduct

*Substantial experience in civil litigation, preferably insurance defense litigation, including jury trial experience

*Comprehensive legal knowledge which promotes standards of professional practice and strong knowledge of the litigation environment in Texas

Qualifications for this position:

*Member in good standing with the State Bar of California

*Minimum 3 years of civil litigation experience, preferably insurance defense litigation, including jury trial experience

*Strong research and writing skills and excellent work ethic required

*Bilingual (Spanish/English) preferred

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

License/Certification:

• license to practice law in California (Required)

Work Location: In person

*** YOU MUST LIVE IN THE OC, CA MARKET TO BE CONSIDERED ***

Software Account Executive

This is a very exciting time for Thryv as we are making waves in becoming an international leading SaaS and platforms business provider for Small to Medium-Sized Businesses (SMB’s). We’ve been around in one form or another for more than 125 years, always with one goal in mind – helping small businesses compete and win. We provide the technology, software and local business automation tools that small businesses need to better manage their time, communicate with clients, and get paid so they can take control of their business and be more successful. Thryv is a seven-time winner of Selling Power Magazine’s Top 60 companies to Sell For, as well as Newsweek’s list of America’s 100 most loved global workplaces for 2024 and 2025!

Thryv, Inc. - Thryv Makes Selling Power’s Annual 60 Best Companies to Sell for List for Seventh Consecutive Year

Global Most Loved Workplaces 2025 - Newsweek

About the role:

This role is responsible for increasing Thryv’s penetration to the existing client base, increasing client engagement with existing software clients, and growing the SaaS client base through new sales. This role calls on existing clients to nurture and grow relationships while identifying and pursuing new client opportunities to meet a predetermined sales quota. The Software Account Executive conducts greater than 50% of their work outside their home office.

• Contacts assigned clients and presents opportunities for additional sales and/or extended usage based on client needs.
• Identifies and secures new SaaS clients by leveraging self-generated prospecting (i.e. networks, referrals, etc.) and company-initiated prospecting programs.
• Executes all defined operational processes and requirements with excellence (i.e., designed cadences for client and prospect engagement, ongoing product and demo certifications, order entry requirements, centralized intake forms, etc.).
• Participates in sales meetings, call calibrations, and training as needed.

About Thryv- End-to-end client experience platform:

Thryv provides a secure, easy-to-use platform that automates tasks and allows clients to put their customers at the center of their business. Our software offers Customer Relationship Management (CRM), Search Engine Optimization, Marketing, online invoices & receipts, text messaging, email marketing, print and social media management. This automation provides the edge local businesses need to better succeed in their market.

We do it all with a convenient client experience management app that allows small business owners to get the job, manage the job and get credit all from the palm of their hand.

In This Role, You’ll Get To:

• Help grow local business market share
• Premiere focus is customer acquisition
• Defend small business America and the American Dream
• Work with existing clients and hunt for new business
• Become SaaS (software as a service) experts
• Receive world-class training
• Have the support of a four-time winner of The Top 60 Companies to Sell For company with a 125+ year legacy
• Educate and guide prospects through the buyer’s journey to help them learn how Thryv can grow their business
• Partner with marketing and technology departments to execute sales strategy as the company introduces enhancements to existing solutions and/or releases new products
• Bring your thinking, strategies and ideas to advance our company’s values, unique culture and vision for the future

We Are Looking for People Who:

• We are seeking driven and hungry individuals to strategize and offer our unique software solutions to local business owners
• Who are engagement gurus while properly managing expectations
• Have the desire and commitment to do what it takes to be successful in sales
• Have a positive outlook and a strong ability to take responsibility for their successes and failures
• Goal oriented…you’re known for destroying your sales goals
• Persuasive…you can explain software solutions in simple terms
• Exceed sales quotas and expectations
• Build and nurture a pipeline of prospects and close deals
• Develop great solutions to help customers WIN!
• Comfortable working in a remote capacity: Hi-Speed internet, acceptable office setting and proper business attire is a must.

Basic Qualifications

• 4+ years of related sales experience (7+ years is preferred)
• 3+ years of experience in an (outbound) full sales cycle role is required
• The role centers on developing and executing strategies that accelerate customer acquisition.
• Sell digital advertising solutions with a working knowledge of SEO, SEM, and related ad products, effectively educating clients on benefits, aligning offerings to their marketing goals, and driving new business growth through consultative sales.
• Experience in a SaaS role or company is preferred, but not required
• The ideal candidate will have experience in Enterprise-level sales (not a requirement)
• Strong industry knowledge with the ability to gain a thorough understanding of the Thryv product suite
• Exceptional interpersonal and communication skills, both written and verbal, with strong emotional intelligence, adaptability, and the ability to build relationships.
• Time and organization skills with the ability to effectively manage multiple priorities with competing schedules or conflicting demands
• Ability to work independently in a remote-first environment, effectively conducting sales presentations while following company established processes and procedures
• Strong technical skills with proficiency in MS office and the ability to learn new programs and systems
• Associate degree (or international equivalent) or equivalent experience required

Who We Are

At Thryv, we’re a team fiercely devoted to the success of local businesses. We’ve been around for over 100 years, always with one goal in mind — helping small businesses compete, win and succeed. We provide the technology, software and local business automation tools small business owners need to better manage their time, communicate with clients, and get paid, so they can take control of their business and be more successful. We support businesses across the U.S., and we have team members all around the country (even internationally). In fact, we’re a work-from-anywhere company, because that’s how we get the work done. Culture is vital at Thryv because it shapes our identity and, therefore, our measurements for growth. We have an identified set of values that hold all of us accountable, paving the way for our company success and our legacy. All of this helps us deliver results for our clients and creates success for our employees. Here at Thryv, making a positive impact within our team and in our local community is the reason we get out of bed every morning.

Find out more at /careers/

Belonging at Thryv

We believe in a work environment where all individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization’s success. We want our employees to feel a part of something big, and we encourage the sharing of ideas and collaboration across the organization. We strive to ensure our work environment reflects diversity, fairness and meritocracy. We believe all employees should have the opportunity to perform effectively in their position. We value every employee and the authenticity they bring to their role and to the organization. As a result, our employee policies and internal practices focus on ability and merit as the standards for success.

Requisition Detail and Process

This information indicates the general nature and level of work performed by employees in this job. It is not designed to contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons. The final job level offered may vary based on the applicant’s competencies and qualifications such as experience and education, and other job-related reasons.

Our Commitment to Equal Opportunity

Thryv is proud to provide equal employment opportunities to all employees and applicants, without regard to gender, color, race, religion, sexual orientation, national origin, citizenship, age, disability, veteran status, pregnancy, genetic information, or any characteristic protected by law. Thryv is committed to provide equal employment opportunities throughout the employment relationship including recruitment, hiring, discharge, compensation, benefits, discipline, development, and advancement or other aspects of employment.

The estimated on-target earnings (OTE) for this role, which includes base salary and incentives, is $152,000 per year, with the potential to earn more in most U.S. locations. Final offer amounts are determined based on the candidate’s location and may vary from the figure listed above.

SUMMARY

This senior-level service role combines hands-on technical expertise with regional leadership responsibility. The position serves as the primary service and customer support contact for a defined region, balancing field-based service work with oversight, coordination, and performance management of service operations. The role plays a critical part in maintaining customer satisfaction, driving service quality, and ensuring efficient response and resolution across complex CNC environments.

RESPONSIBILITIES

• Serve as the main regional service contact, coordinating incoming service requests and assigning work to field personnel.
• Provide advanced technical support and troubleshooting for CNC equipment involving mechanical, electrical, pneumatic, hydraulic, and PLC systems.
• Support and mentor service engineers through field assistance, technical guidance, and localized training initiatives.
• Oversee open service issues, ensuring timely resolution, proper documentation, and customer communication.
• Prepare service estimates, manage service reports, and support billing and quality documentation processes.
• Conduct performance feedback activities, participate in interviews, and assist with ongoing training and development planning.
• Support machine installations, inspections, shipping coordination, and showroom equipment activities as needed.
• Perform regular safety and compliance audits related to service and facility operations.

QUALIFICATIONS

• Bachelor’s degree required.
• Five to seven or more years of progressive service engineering experience with exposure to leadership or regional responsibility.
• Strong working knowledge of CNC systems, including mechanical, electrical, pneumatic, hydraulic, PLC, and programming fundamentals.
• Demonstrated ability to manage multiple priorities in fast-paced, field-driven environments.
• Proven customer-facing communication skills with a professional, solutions-focused approach.
• Strong organizational skills with attention to detail and follow-through.
• Proficiency with standard business software; experience with ERP or CRM systems is a plus.

BENEFITS

• Competitive base compensation with performance-based bonus opportunities.
• High-visibility regional leadership role with strong ownership and decision-making impact.
• Blend of hands-on technical work and leadership responsibilities for continued skill growth.
• Opportunity to work directly with customers and advanced CNC technologies.
• Comprehensive benefits package supporting long-term career stability.