Salesforce Jobs in Costa Mesa
12 positions found
Our client is looking for a Business Analyst who can help bridge the gap between business goals and technology solutions. In this role, you'll take ownership of Salesforce system support and enhancement, working closely with cross-functional teams to ensure business needs are translated into actionable technical requirements. If you thrive in a fast-paced environment and enjoy solving problems that make systems more efficient, this could be a great fit.
- Location: Irvine, CA (Onsite 4 days a week)
- Long term contract
- No Visa Sponsorship Available for this role, We can not work corp to corp.
Responsibilities:
- Provide daily support and enhancements for Salesforce and integrated web systems, including troubleshooting, break-fix support, and minor updates
- Lead the full lifecycle of user requests—gathering requirements, conducting analysis, creating functional designs, and supporting testing and documentation
- Act as the go-to liaison between business users and technical teams, translating business needs into clear technical solutions
- Manage all phases of UAT, including test planning, training users, coordinating testing, and tracking outcomes
- Build dashboards and reports, maintain support tickets, and keep communication flowing with stakeholders at all levels
We are looking for:
- 3+ years of experience as a Business Analyst working with CRM platforms -Salesforce.
- Strong communication skills and the ability to lead meetings, write clear documentation, and interface with both technical and non-technical audiences
- Experience designing process flows and wireframes or mockups to support solution design
- Ability to manage service desk tickets and triage user issues effectively and efficiently
- Salesforce certifications are a plus, especially in Sales or Experience Cloud
- Excellent communication skills
Essential Functions
- Draft real estate loan documents (including closing instructions) and review executed versions to ensure accuracy and compliance with closing procedures
- Review entity formation documents to determine signing authority and prepare appropriate signature blocks
- Coordinate the closing and funding process for loans originated or acquired, ensuring all requirements are satisfied within specified timelines while maintaining internal checklists in real time
- Serve as the primary point of contact between internal teams, attorneys, escrow officers, title companies, and other parties involved in the funding transaction
- Maintain accurate and up-to-date loan data in Salesforce in real time
- Request, review, and approve settlement statements, ensuring alignment with loan terms and closing instructions
- Work closely with escrow and title companies to obtain required documents, clear title conditions, and ensure smooth closings
- Review preliminary title reports, title commitments, and title insurance documentation to confirm accuracy and compliance with lender requirements
- Request and analyze current real estate tax information and confirm taxes are properly reflected in settlement statements
- Identify and resolve escrow/title issues, including title exceptions, vesting discrepancies, and document recording requirements prior to funding
- Perform duties under moderate to close supervision and proactively engage supervisors or managers to resolve complex issues
- Remain current on funding guidelines, lending procedures, and compliance requirements
- Communicate loan status and expectations clearly with internal staff, attorneys, escrow officers, and title representatives
- Utilize strong time management skills to effectively manage multiple loans simultaneously at various stages of the closing and funding process
Competencies/Skills
- Exceptional attention to detail with the ability to stay organized and problem solve in a fast-paced lending environment
- Strong analytical and problem-solving abilities with the capacity to think creatively and develop practical solutions
- Excellent written and verbal communication skills with the ability to clearly convey findings and updates to internal and external partners
- Strong organizational and time-management skills with the ability to manage multiple transactions simultaneously
- Ability to build strong relationships with escrow officers, title companies, attorneys, and internal teams
- Reliable team player who works effectively in a collaborative and diverse environment
- Ability to analyze processes, support operational improvements, and contribute to achieving business goals
- Advanced proficiency in Microsoft Office Suite
Education and Experience
- Associate or Bachelor’s degree preferred
- Minimum 2 years of direct experience in loan closing/funding within a real estate lending environment
- Strong experience working with escrow and title companies, including reviewing title reports, coordinating with escrow officers, and resolving title conditions prior to closing
- Working knowledge of lending practices, closing procedures, and industry-standard funding processes
- Prior experience in escrow, title, or a title company environment is strongly preferred
Accessibility:
At Archwest, we will make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please just let us know by contacting us at
Who We Are
o5 group is an industry leader in global fashion & apparel design with 40+ years of success across wholesale, e-comm, and marketplace. We are privately held, HQ in NYC with brand offices in CA - a dynamic portfolio of global brands committed to operational excellence in design, product development, production, sourcing, distribution & logistics. With category expertise in full-collection menswear, womenswear, childrenswear, infant toddler; we specialize in denim, outerwear, activewear, loungewear/sleepwear, trusted by top retailers.
About the Role
Reporting to the SVP, ECOM, the Senior Director of eCommerce will be responsible for driving the overall eCommerce merchandising strategy, day-to-day site operations, and consumer experience strategy for the brand’s digital business. This role combines consumer-first thinking, innovative digital strategy, and data-driven decision making to deliver a seamless and immersive online experience that strengthens brand connection and accelerates eCommerce sales growth.
You will lead the development and execution of the eCommerce business strategy while overseeing site performance, channel development, and cross-functional initiatives that support both direct-to-consumer and marketplace growth. This role requires a strong influencer who is comfortable working cross-functionally and building alignment across marketing, merchandising, finance, and technology teams to drive results in a fast-moving digital environment.
How You’ll Contribute
• Lead the long-term vision of the eCommerce strategy and consumer experience, leveraging emerging digital shopping experiences, industry trends, and evolving consumer expectations.
• Develop and execute the overall eCommerce business strategy with full P&L responsibility for the eCommerce business unit.
• Collaborate with marketing teams to present brand and product storytelling online in a compelling way that integrates with broader brand channel messaging.
• Partner cross-functionally to integrate eCommerce into broader multi-channel strategies that increase brand awareness and product visibility.
• Oversee performance and retention marketing channels to drive new customer acquisition, engagement, and customer retention strategies across D2C and marketplace businesses.
• Develop strategies to deliver financial plans including sales, margin, contribution, and inventory turns while analyzing product and category performance to drive action plans.
• Partner with Finance, Marketing, and Planning teams to forecast weekly and monthly sales, margin performance, and financial rollups.
• Lead channel development strategies, prioritizing capabilities and influencing architecture and infrastructure needs to support long-term eCommerce growth.
• Stay current with emerging eCommerce technologies and digital trends to ensure the platform remains competitive and innovative.
• Provide strategic direction to product, UX, and development teams to balance operational feasibility with delivering an elevated customer experience.
What You Bring to the Team
• 12+ years of professional experience in eCommerce, digital commerce strategy, or site operations.
• Minimum 10 years of experience leading eCommerce teams.
• Proven success managing eCommerce merchandising, digital marketing channels, and site operations in a fast-paced environment.
• Strong experience with performance marketing, retention channels, and managing digital marketing budgets.
• Expertise developing performance metrics and analyzing data to drive business decisions.
• Experience with marketing mix modeling (MMM) and marketing return on investment (MROI) analysis.
• Strong strategic and tactical understanding of the eCommerce marketplace and digital consumer behavior.
• Exceptional communication and presentation skills with the ability to lead executive-level discussions.
• Strong collaboration, project management, and negotiation skills.
• Excellent analytical ability with the capability to translate data insights into actionable strategies.
• Experience working cross-functionally with Marketing, Merchandising, Design, Finance, and Supply Chain teams.
• Experience with Salesforce Commerce Cloud preferred.
• Bachelor’s degree in a relevant field or related discipline.
Why Join o5 group
• Health Benefits: Medical, Dental, and Vision coverage.
• 401(k) + company-paid life insurance.
• Paid Time Off (PTO) + company holidays.
• Commuter benefits.
• Hybrid/flexible schedule.
• Family-oriented culture.
• Responsibility & Sustainability — at o5 group this spans economic, social, and environmental impact.
The Planet Group is seeking a CRM Campaign Operations Project Manager to join one of our well-known global pharmaceutical clients.
The CRM Campaign Operations Project Manager is responsible for a key franchise group (e.g., Oncology) and leads consumer brand team marketing initiatives, supporting cross-functional team members and agency partners to align and execute on email, SMS, and direct mail campaigns. This role will focus on tactical execution of the campaign roadmap through its entire lifecycle to increase performance and efficiency.
- Pay: $40-$43/hr depending on experience
- Duration: 12 mo to start (potential to extend / convert)
- Location: Hybrid (Tuesday–Thursday on-site), open to the following locations: Mettawa, IL, Irvine, CA, or Florham Park, NJ
CRM Campaign Operations Project Manager Responsibilities:
- Responsible for day-to-day management and oversight of medium-high complex brand CRM engagements including developing project plans, creating status reports, conducting weekly status meetings, following up / communicating with all stakeholders to ensure on-time, flawless execution of brand CRM programs.
- Learn the business for the respective therapeutic areas/brands.
- Effectively work with multiple departments and agencies throughout project development and implementation to keep projects on time and ensure all requirements are met.
- Proactively manage workload and continuously look for ways to improve brand campaigns to meet brands' objectives and goals by reviewing campaign performance, identifying optimization opportunities, and communicating them to the marketing team.
- Develop and maintain project documents, timelines, proofing checklists and status reports. Possess minute-by-minute knowledge of all work in progress, identify risks and ways to mitigate issues.
- Partner with cross functional / agency teams to create processes to capture requirements, gain approvals, document metadata, and verify data elements needed to execute campaigns.
- Document change requests, notify the team, and understand timeline implications. Seek standardization, automation, and process improvement wherever possible to deliver on vision for the team of faster, better, cheaper year over year.
- Prepare quarterly campaign audits and campaign performance SLAs and review with CRM leadership.
- Identify any issues or concerns, the team has with cross functional and agency partners. Identify issues, identify root cause, and recommend corrective action where necessary.
- Monitors campaign performance and proactively provide recommendations to drive an increase in engagement.
- Participate in the planning process with brands, internal cross functional teams, and their respective agency partners. Maintain check-ins with each team to track actual campaign activity and manage resources accordingly.
- Prepares well-organized, clear, and concise communications and sets clear expectations. Creates quarterly business reviews with brand and omnichannel leaders.
Leadership Competencies:
- Positive “all for one” approach to team deliverables and priorities.
- Builds strong relationships to enable higher performance.
- Learns, fast, grasps the “essence” and can change course quickly where indicated.
- Raises the bar and is never satisfied with the status quo.
- Creates a learning environment and open to suggestions.
- Embraces the ideas of others, nurtures innovation and manages innovation to reality.
CRM Campaign Operations Project Manager Qualifications:
- 3-5 years of experience of Database Marketing, CRM, Email, Digital, Direct Mail, 1:1 marketing experience.
- Minimum of 3 years of hands-on work experience in client service, account or response management discipline.
- Digital marketing or interactive agency experience is a plus.
- Ability to lead multiple projects simultaneously in a fast-paced, dynamic environment.
- Excellent written, verbal, and interpersonal communication skills to effectively work with team members.
- Analytical ability to identify optimization opportunities and program related issues.
- Enthusiastic, solution-oriented attitude in accepting work/new challenges.
- Excellent knowledge of Microsoft Office Software: Word, Excel, PowerPoint, and Outlook.
- Knowledge of current marketing automation and email delivery technologies, and familiarity with how the digital ecosystem is evolving.
- In-depth knowledge and experience with Salesforce Marketing Cloud or equivalent enterprise marketing automation platforms such as Adobe Marketo, Adobe Campaign, or Unica.
- Experience implementing CRM best practices.
- Proven track record of launching successful email campaigns and/or consumer programs.
- Bachelor’s degree in business or marketing or equivalent experience.
What Makes This Role Exceptional
This is far more than standard executive support—it’s strategic partnership at the highest level. As the Executive Assistant to the CEO of an ultra-exclusive family office in Irvine, CA, you are entrusted to understand the CEO’s vision, anticipate operational needs, and be the force multiplier ensuring seamless execution—both strategically and tactically.
Key Responsibilities
- Strategic & Tactical Execution: Lead high-impact initiatives while managing detail-rich tasks, ensuring every action aligns with the CEO’s overarching goals.
- Proactive Anticipation: Identify and resolve potential issues before they arise, ensuring smooth operations and allowing the CEO to focus on only what they can do.
- Dynamic Coordination & Filtering: Manage a complex calendar and communications flow with discretion, clarity, and precision.
- Executive Travel Orchestration: Oversee every tier of travel logistics—from ultra-premium arrangements (private jets, real-time itinerary updates, private staff coordination) to streamlined business-class travel and monthly recurrence trips.
- Event & Off-Site Leadership: Plan and coordinate high-level events, retreats, or personal gatherings—either solo or in partnership with event teams.
- Project Overflow Management: Take ownership of the CEO’s overflow tasks—delivering both routine and strategic outcomes.
- Personal & Household Logistics: Seamlessly shift between executive-level responsibilities and personal support—whether that’s preparing a briefing, arranging a meal, or booking a flight.
- Operational Agility: Adapt effortlessly—executing both polished presentations and granular operational details as needs shift.
Core Skills & Proficiencies
Hard Skills
- Advanced user of PowerPoint, Word, Outlook—comfortable supporting high-stakes presentations and communications
- Highly proficient in Excel for reports and data management, without needing complex macros
- Skilled with Zoom, Microsoft Teams, WebEx—confidently managing executive communications, town halls, and board sessions
- Tech fluent on both Mac and PC, with practical troubleshooting abilities
- Experienced with expense systems like Concur (or equivalents)
- Familiar with collaboration platforms: SharePoint, OneDrive, etc.
- Comfortable navigating CRM tools (e.g., Salesforce) or systems as needed
- Quick to master new technologies and internal systems
- Prior exposure to supporting Board of Directors is highly valuable
Soft Skills
- Exceptional emotional intelligence—empathy, self-awareness, and interpersonal finesse—critical for executive dynamics
- Meticulous attention to detail—anticipating errors before they surface
- Masterful communication—you adapt your tone and format across mediums (text, email, phone, in-person) to influence without authority
- Strategic problem-solving—steady, creative, and proactive in navigating complex challenges
- Agile and resilient under pressure—fluidly pivoting as priorities shift
- Effective research and networking—you know who to ask or where to look to get things done
- Deep professional discretion—trusted with sensitive and confidential matters
- "Always on" mindset—resourceful, solution-obsessed, driven to deliver with creativity and grace
- Relationship builder with a strong internal and external network—knowing how to connect and grow influence from day one
Ideal Candidate Profile
- Bachelor’s degree or higher
- Minimum of 8 years supporting a C-Suite executive—CEO or President preferred—in high-trust, dynamic environments
- A Career Executive Assistant—this is your calling, not a launchpad for something else
Why Elite Candidates Will Be Drawn to This Role
- A rare, high-trust, and high-impact position supporting a CEO in a private, exclusive setting
- Exceptional compensation that aligns with the breadth and depth of strategic and operational expectations
- A uniquely varied role spanning vision alignment, executive coherency, and personal support—offering deep professional reward and influence
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 the Gonzales-Hatton area of 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
- 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!
Sales Development Representative (Lead Manager / Acquisitions Specialist) - GG Homes | Irvine, CA
Are you a relentless communicator who thrives on the hunt? Do you get energized by making connections, qualifying opportunities, and knowing that your hustle is what fills the pipeline?
GG Homes is looking for a driven Sales Development Representative who's hungry to break into real estate acquisitions, loves being on the phone, and is ready to build serious income through performance. This is a role where your activity directly creates your opportunity—and your paycheck.
If you want a company that rewards your effort, invests in your growth, and makes winning feel like a celebration, let's talk.
Who We Are
GG Homes is a fast-growing real estate investment company and one of Southern California's leading cash buyers. We've built our success on delivering real solutions to homeowners while creating an environment where high performers can truly thrive.
Here's what makes us different: we believe in celebrating wins as much as we believe in working hard to achieve them. Whether it's team trips to Cabo after record months, Din Tai Fung lunches when we crush our goals, or sunset yacht dinners with the team, we make sure success feels rewarding—not just financially, but personally too.
The Role: Sales Development Representative (Lead Manager / Acquisitions Specialist)
This is a high-activity, phone-first role for communicators who are quick on their feet and relentless in their follow-through. As an SDR, you are the engine that powers GG Homes' acquisition pipeline. You'll be cold calling potential sellers, managing and qualifying inbound leads, and setting high-quality appointments for our Acquisitions Managers to close.
You won't be waiting for deals to come to you—you'll be creating them. Every call is a chance to build rapport, uncover motivation, and move a potential deal forward. The best SDRs treat their lead lists like a business, attack every dial with purpose, and take pride in the quality of the appointments they set.
What You'll Actually Do
- Cold call property owners from targeted lead lists to generate seller interest and uncover motivated leads
- Qualify inbound leads quickly and accurately, identifying the right sellers for our Acquisitions team
- Set high-quality, confirmed appointments for Acquisitions Managers—quality matters as much as quantity
- Build genuine rapport with sellers over the phone, earning trust and keeping conversations moving forward
- Follow up consistently with leads who aren't ready yet, turning "not now" into "let's meet"
- Manage your pipeline with precision in Salesforce, keeping every lead properly tracked and updated
- Hit daily, weekly, and monthly activity and appointment-setting targets
- Communicate clearly with Acquisitions Managers to ensure smooth handoffs and maximum close rates
- Strategize with leadership to refine your approach, improve conversion rates, and stay ahead of the market
Who You Are
Your DNA
- Natural communicator – you build trust fast, listen well, and know how to keep a conversation moving in the right direction
- Relentless and resilient – you make 100 calls, bounce back from 99 rejections, and come back the next day ready to go again
- Competitive and self-motivated – you track your own numbers and always try to beat yesterday's performance
- Organized and disciplined – you follow up on every lead, keep your CRM clean, and never let a deal fall through the cracks
- Hungry to grow – you want to learn the business, sharpen your skills, and eventually move into a closing role
- Coachable – you take feedback seriously, implement it fast, and improve continuously
Your Experience
- Background in phone-based sales, customer service, or lead generation—real estate, solar, insurance, financial services, home improvement, automotive, or similar industries preferred
- Demonstrated ability to hit call volume and conversion targets in a high-activity environment
- Experience handling objections and keeping prospects engaged even when they push back
- Comfortable working with CRM tools—Salesforce experience is a plus
- Strong verbal communication and active listening skills
- No real estate experience required—if you're driven, coachable, and ready to work, we'll train you on everything else
Compensation
We offer the best of both worlds: a solid base draw for stability, plus uncapped commission so your hard work translates directly into significant income.
- Base Salary Draw of $60,000 + Uncapped Commission Structure
- Realistic First-Year OTE: $100,000–$150,000 (for consistent performers)
- Top Performers Earn $400,000+ (we have team members doing it right now)
- No commission ceiling—your earning potential is completely in your control
This is a real opportunity to build financial freedom and fast-track your career in real estate.
Benefits & Culture
We work hard, but we also make sure it's worth it. Here's what you get when you join GG Homes:
- Flexible PTO – we trust you to manage your time and recharge when you need to
- Full Health Benefits – Medical, Dental, Vision, 401(k)
- Sales Competitions & Incentives – trips to Cabo, luxury dinners, cash prizes, and recognition for your wins
- Team Experiences – sunset yacht dinners, Padres games, escape rooms, deep sea fishing, sushi omakase, and more
- Beautiful Office Space – newly renovated with catered lunches, cold brew on tap, and premium snacks
- Homebuyers Program – we'll help you buy your own property
- Real Estate License Sponsorship – we'll cover the cost if you don't have one
- Ongoing Training & Development – learn from experienced closers and continuously sharpen your skills
- Clear Path to Promotion – top SDRs are first in line when Acquisitions Manager seats open up
- Supportive Team Environment – work with driven people who celebrate each other's wins and push each other to be better
GG Homes is an equal opportunity employer. We hire based on talent, character, and drive.
Interested in learning more? Apply with your resume and tell us why you're ready for this opportunity. We're looking for people who are serious about their success and ready to be part of something special.
Job Title: Salesforce Developer
Location: Irvine, CA (Remote)
Employment Type: Long-term Contract
Job Summary
We are looking for an experienced Salesforce Developer with strong expertise in PRM / Provider Relationship Management, OmniStudio (OmniScripts), and Salesforce Experience Cloud. The ideal candidate will have hands-on experience in building scalable Salesforce solutions, integrating data platforms, and supporting partner/provider portals.
Key Responsibilities
- Design, develop, and implement scalable solutions on the Salesforce platform.
- Build and configure guided workflows using OmniScripts within Salesforce OmniStudio.
- Develop and maintain Salesforce Experience Cloud (formerly Community Cloud) portals.
- Support and enhance Provider Relationship Management (PRM) capabilities within Salesforce.
- Perform data integration, data mapping, and data loading activities between Salesforce and external systems.
- Work with data warehouses / EDW platforms to ensure accurate data synchronization.
- Collaborate with cross-functional teams to design efficient integration architectures.
- Ensure performance optimization, scalability, and security of Salesforce applications.
- Troubleshoot system issues and provide ongoing support.
Required Skills
- Strong experience with Provider Relationship Management (PRM) or Partner Relationship Management solutions in Salesforce.
- Hands-on experience with OmniScript / OmniScripts in Salesforce OmniStudio.
- Experience with Salesforce Experience Cloud (Community Cloud) and portal development.
- Experience in Data Integration, Data Mapping, and Data Loading.
- Familiarity with Enterprise Data Warehouse (EDW) or Data Warehouse systems.
Preferred Skills
- Experience working with Databricks.
- Knowledge of Salesforce integrations using APIs and middleware.
- Experience working in complex enterprise data environments.
Qualifications
- Bachelor’s degree in Computer Science, Information Technology, or related field.
- Salesforce certifications are a plus.
Our focus is growth. Is yours?
Barrett Business Services, Inc. (BBSI) helps business owners focus on their business. We offer outsourced HR, risk consultation, payroll administration, insurance, and recruiting to small-and medium-sized businesses. We combine expert knowledge with industry leading solutions allowing business owners to focus on their core business while building stronger companies.
The BBSI Payroll Specialist position is a key member of the business unit team that consults on a broad range of organizational and management areas. The primary objective of the Payroll Specialist is to process perfect and timely payrolls for around 60-80 clients with a variety of pay periods, pay cycles, and payroll complexities. Additionally, the Payroll Specialist will work closely with clients to understand their payroll and accounting systems and processes to help identify and recommend process improvements.
The successful candidate must demonstrate strong business acumen and possess an entrepreneurial spirit with a genuine desire to proactively and consistently deliver value to our clients and internal teams.
This position reports to the Area Manager and works in partnership with other positions within the business unit, branch and corporate office.
Duties and Responsibilities
- Run high volume perfect and timely on- and off-cycle payrolls (800+ employees) for multiple client companies
- Become an expert in new client onboarding, BBSI payroll, CRM (Salesforce), timekeeping and HRIS systems. Identify systems options to achieve better results for clients and BU members
- Perform on-site client payroll training, HRP web training and use of all feature functionalities relevant to client
- Become subject matter expert on client data including turnover, ongoing or seasonal headcount fluctuations, time & attendance, building payroll bridges, import & export requirements, prevailing wages, job costing, certified payroll, standard & custom reporting requirements of client companies
Desired Skills and Experience
- Minimum 5 years of payroll experience – ideally in a multi-client, fast-paced, demanding environment
- Strong client service orientation and superb customer service skills
- Demonstrated experience in process improvement and streamlining – within prior role or department
- Experience as a bookkeeper or accountant desirable
- Must be self-driven to succeed and help drive success for our business owners
- Knowledge of wage and hour laws and taxability of wages.
- Exposure to workers’ compensation claims management helpful.
- Effective communicator with individuals at all levels within an organization
- Professional appearance and demeanor; excellent verbal and written communication skills
- Exceptional time management skills and ability to work collaboratively in a team setting, with minimal supervision
- Systems experience including proficiency in MS Office, particularly Outlook, Excel and Word. Experience in CRM, Citrix preferred, HRP software experience a big plus
- Associate’s degree preferred; advanced degree is a plus
- CPP or FPC designation highly preferred
- MS Office experience
- Approximately 10% of time to be spent out of the office (local travel within 50 miles of office) for client visits and onsite training
For individuals with these requirements, this position offers:
- The stability of working for a publicly traded, growth-oriented company
- Phenomenal work environment where we work hard, have fun, promote growth and development, and build great relationships with solid business professionals
- Opportunity to impact the success and growth of client companies and BBSI
- Knowledge that you are working for a results-oriented organization
- Experience interacting with professionals in multiple industries
Salary and Other Compensation:
The starting pay range for this position is $28.00-$38.00/Hr. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications and other qualifications of the candidate.
This position is also eligible for incentive pay in accordance with the terms of the Company’s plan.
Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program.
Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually.
Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit.
If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. Please apply via this posting and not by contacting our local or corporate offices.
Click here to review the BBSI Privacy Policy: applicants: to see how we protect your data, visit our website at
- Onsite days will be Mon, Tues, and Weds Standard work hours are 6:30 AM to 3:00 PM.
Training hours will be 8:00 AM to 4:30 PM.
Position Summary: Our Senior Representatives will deliver excellent customer service to customers with elevated expectations! You will support our customers by instilling trust, driving results, and staying patient focused! Key Responsibilities: Use of case management system to manage customer contacts and order detail with razor sharp accuracy Proactively track, resolve, and escalate order or cases in alignment with service excellence standards Place and monitor orders via phone, fax, and email for hospital and sales rep customers Orders translate to new orders, Returns, Billing, Inventory adjustments, reconciliations, and FCAs/Recalls.
Own it! Proactively communicate backorders, order status, product availability, and missed deliverables Resolve complex issues via root cause analysis investigation, proposal of resolution, and resolution implementation with limited intervention Prioritize high work volumes from phones, email, case management, and faxes Become a SME (Subject Matter Experts) who can coach and train others Systematically process and transact consignment conversions & reconciliations Perform basic data analysis and generate reports for Sales, Customers, and Consignment Team Process customer returns and coordinate with Inventory Teams to ensure product is received Complete customer credits following documentation guidelines under SOX key controls Communicate regularly with Supply Chain Planning for inventory availability Perform at a level to meet and sustain department metrics and expectations Qualification & Experience: H.S.
Diploma is required Minimum of 4 years Customer Service Experience Excellent written and verbal communication, interpersonal and relationship building skills with focus on negotiating and persuasion Ability to work in a demanding environment Excellent Customer Service skills with ability to negotiate and resolve demanding situations Ability to build and maintain strong relationships across the organization to influence and achieve objectives Strong Time Management Skills with ability to prioritize competing objectives Must be able to work in a team environment with minimum supervision, this includes inter-departmental and cross-departmental business partners Demonstrates problem-solving and critical thinking skills Proficient in MS Office Suite Experience within an ERP software Ability to manage confidential information with discretion Strict attention to detail Preferred Qualifications: Bachelor’s degree is preferred (BA/BS degree is necessary to promote within the organization) Salesforce experience or CRM experience Proficient in JDE (ERP Software) Notes from Intake w/ HM: Hospitality industry and customer facing experience is ideal, but HM is open to call centers.
Top 4 Must Haves: Communicates with confidence, proactive/takes initiative, problem solver, and displays professionalism Applicant Notices & Disclaimers For information on benefits, equal opportunity employment, and location-specific applicant notices, click here At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws.
This position's starting pay is: $22.00/hr.
Key Responsibilities: Use of case management system to manage customer contacts and order detail with razor sharp accuracy Proactively track, resolve, and escalate order or cases in alignment with service excellence standards Place and monitor orders via phone, fax, and email for hospital and sales rep customers Orders translate to new orders, Returns, Billing, Inventory adjustments, reconciliations, and FCAs/Recalls.
Own it! Proactively communicate backorders, order status, product availability, and missed deliverables Resolve complex issues via root cause analysis investigation, proposal of resolution, and resolution implementation with limited intervention Prioritize high work volumes from phones, email, case management, and faxes Become a SME (Subject Matter Experts) who can coach and train others Systematically process and transact consignment conversions & reconciliations Perform basic data analysis and generate reports for Sales, Customers, and Consignment Team Process customer returns and coordinate with Inventory Teams to ensure product is received Complete customer credits following documentation guidelines under SOX key controls Communicate regularly with Supply Chain Planning for inventory availability Perform at a level to meet and sustain department metrics and expectations