Salesforce Jobs in Tysons

Working at Goosehead

We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.

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.

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 Account Executive position has a first-year average on-target earnings of $105,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.

Licensing, Training, and Position Requirements:

• Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
• This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
• Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
• Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.

Benefits Summary

• Comprehensive health, vision, disability, life, and dental insurance programs
• 401K Matching Plan
• Employee Stock Purchase Plan
• Paid holidays, vacation, and sick leave

Experience and Education

• Bachelor’s degree, 3.0 GPA preferred.
• Passing the state licensing exam, once hired
• Legally authorized to work the United States

Preferred Skills, Abilities, Soft Skill Factors

• 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, proactive, and ready to take initiative
• Strong time management
• Strong attention to detail and organization
• Results-driven and committed to continuous improvement
• High integrity and honest communication

Equal Employment Opportunity

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.

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

Working at Goosehead

We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.

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.

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 Account Executive position has a first-year average on-target earnings of $105,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.

Licensing, Training, and Position Requirements:

• Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
• This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
• Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
• Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.

Benefits Summary

• Comprehensive health, vision, disability, life, and dental insurance programs
• 401K Matching Plan
• Employee Stock Purchase Plan
• Paid holidays, vacation, and sick leave

Experience and Education

• Bachelor’s degree, 3.0 GPA preferred.
• Passing the state licensing exam, once hired
• Legally authorized to work the United States

Preferred Skills, Abilities, Soft Skill Factors

• 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, proactive, and ready to take initiative
• Strong time management
• Strong attention to detail and organization
• Results-driven and committed to continuous improvement
• High integrity and honest communication

Equal Employment Opportunity

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.

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

Working at Goosehead

We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.

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.

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 Account Executive position has a first-year average on-target earnings of $105,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.

Licensing, Training, and Position Requirements:

• Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
• This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
• Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
• Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.

Benefits Summary

• Comprehensive health, vision, disability, life, and dental insurance programs
• 401K Matching Plan
• Employee Stock Purchase Plan
• Paid holidays, vacation, and sick leave

Experience and Education

• Bachelor’s degree, 3.0 GPA preferred.
• Passing the state licensing exam, once hired
• Legally authorized to work the United States

Preferred Skills, Abilities, Soft Skill Factors

• 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, proactive, and ready to take initiative
• Strong time management
• Strong attention to detail and organization
• Results-driven and committed to continuous improvement
• High integrity and honest communication

Equal Employment Opportunity

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.

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

Working at Goosehead

We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.

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.

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 Account Executive position has a first-year average on-target earnings of $90,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.

Licensing, Training, and Position Requirements:

• Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
• This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
• Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
• Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.

Benefits Summary

• Comprehensive health, vision, disability, life, and dental insurance programs
• 401K Matching Plan
• Employee Stock Purchase Plan
• Paid holidays, vacation, and sick leave

Experience and Education

• Bachelor’s degree, 3.0 GPA preferred.
• Passing the state licensing exam, once hired
• Legally authorized to work the United States

Preferred Skills, Abilities, Soft Skill Factors

• 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, proactive, and ready to take initiative
• Strong time management
• Strong attention to detail and organization
• Results-driven and committed to continuous improvement
• High integrity and honest communication

Equal Employment Opportunity

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.

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

Associate Director of Communications Systems

Arlington, VA (On-Site)

About Us

Ennoble Care is a mobile primary care, palliative care, and hospice service provider with patients in New York, New Jersey, Maryland, DC, Virginia, Oklahoma, Kansas, Pennsylvania, and Georgia. Ennoble Care's clinicians go to the home of the patient, providing continuum of care for those with chronic conditions and limited mobility. Ennoble Care offers a variety of programs including remote patient monitoring, behavioral health management, and chronic care management, to ensure that our patients receive the highest quality of care by a team they know and trust. We seek individuals who are driven to make a difference and embody our motto, "To Care is an Honor." Join Ennoble Care today!

Overview

Ennoble Care is seeking an Associate Director of Communications Systems to own our Dialpad and Zoho CRM platforms end to end—from day-to-day administration to the analytics that drive operational decisions for clinical leadership and the C-suite.

This is not just a systems administration role. You'll inherit active automation projects in Zoho (workflow rules, field permissions, validation logic, cross-module integrations) and a growing analytics practice around Dialpad call data (transfer acceptance rates, queue performance, agent productivity). You'll be expected to build on both—and you'll have AI tools at your disposal to do it. We're actively using AI to automate workflows, analyze call data, and eliminate manual processes across both platforms. You'll be expected to leverage these tools to move faster than a traditional admin ever could.

You'll report directly to the CIO and have regular visibility with the COO and executive leadership. This position is on-site at our Arlington, VA corporate headquarters.

Key Responsibilities

Dialpad Administration & Analytics (~610 users across 15+ offices and 11 states)

• Manage user provisioning/deprovisioning, license management (Connect vs Contact Center), number assignment, and extensions

• Configure and optimize call routing, IVR structures, queues, and office/department setup

• Build and maintain performance dashboards for clinical operations leadership—transfer acceptance rates (warm vs cold), queue performance, agent productivity, ring timeout analysis, voicemail detection

• Leverage AI tools to automate call data analysis, anomaly detection, and recurring reporting

• Track and report on KPIs weekly: call answer rate, abandon rate, average speed to answer, queue wait time

• Conduct root cause analysis when performance dips—whether it's a routing issue, a training gap, or a staffing constraint

• Serve as primary technical contact with Dialpad support and account team

• Troubleshoot call quality issues, agent status problems, and routing errors

Zoho CRM Administration & Automation (~50+ liaisons, scaling to 100+)

• Manage user creation, role/profile management, field-level permissions, module configuration, and layout customization

• Own and extend existing workflow automations—bonus point calculations, pathway expiration enforcement, focused pathway caps, cross-module lookups (house call / hospice), referral-to-liaison mapping

• Drive data integrity: account deduplication, referral source accuracy, sync monitoring between Zoho, OA (OperationsAccel), and MatrixCare

• Build liaison performance dashboards and automate the pulse report

• Reduce bonus reconciliation from ~16 hours/month of manual work to near-zero through automation

• Use AI-assisted development to build and iterate on Zoho workflow rules, validation logic, and cross-module integrations faster

Integrations & Cross-Platform

• Coordinate user lifecycle (provisioning/deprovisioning) across Dialpad and Zoho as part of onboarding/offboarding workflows

• Maintain integrations between Dialpad, Zoho, CallRail, and other systems

• Monitor sync reliability between Zoho, OA, and the Dialpad data warehouse (Azure SQL)

• Support other no-code/low-code tools (Scribe, Keragon, Emitrr) as needed

Performance Monitoring & Reporting

• Track and report on Dialpad and Zoho KPIs weekly to leadership

• Identify trends and proactively address issues before they impact metrics

• Support Operations Analyst with data extraction for deeper analysis

Documentation & Training

• Create and maintain system documentation, runbooks, and SOPs

• Develop training resources to improve adoption and reduce errors

• Conduct end-user training for new hires and existing staff

What Success Looks Like

• You own Dialpad and Zoho administration completely—user provisioning, routing changes, and system configuration no longer route through the helpdesk or the CIO

• Leadership gets recurring, self-service visibility into call center performance and liaison productivity without asking for it

• Manual reconciliation work that currently takes 16+ hours/month is automated or eliminated

• When something breaks or trends in the wrong direction, you catch it before anyone else does

Qualifications

Required

• 3+ years of experience administering a cloud communications platform (Dialpad, RingCentral, 8x8, Five9, or similar)

• 2+ years of experience administering a CRM (Zoho CRM strongly preferred; Salesforce acceptable)

• Hands-on experience building CRM automations—workflow rules, validation rules, field-level security, cross-module lookups

• Comfortable writing SQL queries for analytics (you'll query an Azure SQL data warehouse—and use AI tools to accelerate query development and analysis)

• Experience building dashboards or reports in Power BI, Looker, or similar

• Strong analytical skills—able to interpret data and identify root causes

• Excellent communication skills with ability to present metrics to leadership

• Strong attention to detail—you'll reconcile bonus payments where errors directly impact employee compensation

• Ability to work on-site in Arlington, VA

Preferred

• Zoho CRM administration certification

• Experience with Zoho-to-external-system integrations (webhooks, APIs, middleware like Zoho Flow)

• Healthcare industry experience (home health, hospice, or multi-site provider groups)

• Experience with Dialpad specifically (API, webhooks, admin console, contact center configuration)

• Familiarity with data warehousing concepts and ETL pipelines

• Experience using AI/LLM tools (Claude, ChatGPT, Copilot) to accelerate technical work—writing automations, analyzing data, building integrations

• Background in contact center operations (not just IT administration)

What We Offer

• Ownership of two mission-critical platforms with direct impact on business performance

• Direct visibility with CIO, COO, and executive leadership

• AI-forward team—you'll have enterprise AI tools and an automation backlog with clear ROI from day one

• Growing organization—the systems you build now will scale with 2x liaison headcount and continued M&A expansion

• Competitive compensation and benefits package

• Career growth opportunities within IT and operations

Compensation

Salary Range: $90,000 - $110,000 with 10% Bonus based on Annual KPIs

Benefits

Full-time employees qualify for the following benefits:

• Medical, Dental, Vision and supplementary benefits such as Life Insurance, Short Term and Long Term Disability, Flexible Spending Accounts for Medical and Dependent Care, Accident, Critical Illness, and Hospital Indemnity

• Paid Time Off

• Paid Office Holidays

All employees qualify for these benefits:

• Paid Sick Time

• 401(k) with up to 3% company match

• Referral Program

• Payactiv: pay-on-demand — cash out earned money when and where you need it!

Candidates must disclose any current or future need for employment-based immigration sponsorship (including, but not limited to, OPT, STEM OPT, or visa sponsorship) before an offer of employment is extended.

Ennoble Care is an Equal Opportunity Employer, committed to hiring the best team possible, and does not discriminate against protected characteristics including but not limited to race, age, sexual orientation, gender identity and expression, national origin, religion, disability, and veteran status.

JOOLA is seeking a Senior Project Manager that will play a critical role in ensuring the successful delivery of technology initiatives across enterprise systems, integrations, applications, and IT. This position will manage projects end-to-end, working closely with functional teams and offshore development teams. The role requires strong experience in Scrum methodology, JIRA-based project tracking, and exceptional organizational and communication skills. Familiarity with ERP (NetSuite), CRM (Salesforce), and eCommerce platforms is a strong plus.

Responsibilities:

• Project Delivery & Execution
• Lead planning, execution, and delivery of technology projects across enterprise systems and integrations.
• Ensure projects are delivered on time, within scope, and aligned with business priorities.
• Agile & Scrum Leadership
• Facilitate Scrum ceremonies (daily stand-ups, sprint planning, retrospectives).
• Maintain JIRA boards for sprint tracking, backlog grooming, and reporting.
• Cross-Functional Coordination
• Collaborate with U.S. functional teams and offshore development teams to ensure seamless execution.
• Act as the communication bridge between Product Managers, Technical Delivery, and Architecture teams.
• Risk & Issue Management
• Identify risks early, develop mitigation plans, and escalate issues as needed.
• Process & Governance
• Ensure adherence to project governance standards and documentation requirements.
• Stakeholder Communication
• Provide regular status updates, dashboards, and reports to leadership and stakeholders.

Qualifications:

• Bachelor’s degree in Business Administration, Project Management, Information Systems, or related fields.
• 7+ years of project management experience, with at least 3 years of managing technology projects.
• Proven track record of delivering projects using Agile/Scrum methodology.
• Experience managing distributed teams across multiple time zones.
• Proficiency in JIRA and other project management tools (Confluence, MS Project, etc.).
• Certifications: PMP, PMI-ACP, or Certified Scrum Master (CSM) preferred.
• Strong critical thinking and problem-solving abilities.
• Excellent organizational skills and attention to detail.
• Exceptional communication and stakeholder management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience working in a global delivery model (onshore/offshore).
• Ability to influence without authority and drive cross-functional collaboration.
• Familiarity with ERP systems (NetSuite), CRM (Salesforce), and eCommerce platforms (Shopify) is a plus.
• Understanding system integration concepts and SDLC is a plus.

Why This Role Is Critical:

1. Delivery Accountability: Ensures projects are executed on time and within scope, reducing delays and cost overruns.
2. Cross-Team Alignment: Bridges U.S. and offshore teams, improving communication and reducing misalignment.
3. Agile Discipline: Drives Scrum best practices, improving predictability and team efficiency.
4. Visibility & Reporting: Provides leadership with clear project tracking and progress metrics.
5. Supports Strategic Goals: Enables timely delivery of ERP, CRM, and integration initiatives aligned with 2026 standardization objectives.

Goals:

• Deliver all assigned projects on time and within budget.
• Maintain high team engagement and adherence to Scrum practices.
• Improve visibility into project progress and risks for leadership.

About JOOLA:

JOOLA was first established in 1952 and built a global reputation as a pioneer in table tennis. In 2022, JOOLA expanded into the rapidly growing pickleball scene and quickly attracted the biggest names in the sport. As an official table tennis sponsor for three Summer Olympic Games and the official sponsor of pickleball's top athletes and the Professional Pickleball Association (PPA), the team at JOOLA combines its storied expertise with fresh perspectives to bring innovation to both sports. JOOLA creates a variety of equipment, apparel, and accessories for both table tennis and pickleball players, professional and recreational. With offices in US, Germany, Brazil, and China, JOOLA has a global presence and wide distributor network.

Recruiter, Temporary Accounting & Finance

Location: Tysons, VA | Hybrid (Tuesday–Thursday in office)

Employment Type: Full-Time

Reports To: Recruiting Manager

About The Alliance Group

The Alliance Group is a fast-growing, national consulting and staffing firm supporting the Office of the CFO across eight core service lines: Financial Reporting, Technical Accounting, Month-End Close, Business Transformation, Business Systems, M&A Services, Interim Support, and Executive Search, with FP&A launching soon.

Our Interim Staffing practice is a high-energy, results-driven environment where speed, persistence, and relationship-building matter. We partner closely with clients to deliver top-tier accounting and finance talent on tight timelines, and we expect our recruiters to operate with urgency, confidence, and ownership.

If you thrive in competitive environments, enjoy closing deals, and want a career where your effort directly impacts results, Alliance is the place to build your recruiting career.

Position Overview

The Recruiter, Interim Accounting & Finance is a client-facing, execution-focused role responsible for sourcing, interviewing, and placing accounting and finance professionals into temporary and interim roles. This role partners closely with Business Development leaders and clients to understand hiring needs, identify the right candidate profiles, and manage the full recruitment lifecycle from intake through offer acceptance.

This is an excellent opportunity for an early-career recruiter with 1–2 years of experience who is eager to sharpen their recruiting skills, gain exposure to accounting and finance roles, and work in a fast-paced, relationship-driven staffing environment. The ideal candidate is polished, organized, proactive, and comfortable working directly with both clients and candidates.

Key Responsibilities

Recruiting & Candidate Management

• Partner with Business Development leaders and clients to understand hiring needs for temporary and interim accounting and finance roles.
• Source qualified candidates using multiple channels, including LinkedIn, internal databases, referrals, and job boards.
• Conduct phone and video interviews to assess candidate experience, skills, and alignment with client needs.
• Review, edit, and tailor candidate resumes to ensure accuracy, clarity, and client-ready presentation.
• Prepare and submit candidate profiles to clients, highlighting relevant experience and fit.

Client & Interview Coordination

• Coordinate client interviews, including scheduling, preparation, and follow-up communication.
• Serve as a professional, polished point of contact for both candidates and clients throughout the interview process.
• Provide timely feedback to candidates and clients to keep processes moving efficiently.

Offer & Pay Rate Management

• Negotiate pay rates in partnership with Recruiting Managers and Business Development leaders.
• Coach candidates through the offer and acceptance process, ensuring a positive candidate experience.
• Support onboarding logistics and placement confirmations.

Candidate Marketing & Pipeline Development

• Actively market qualified, unplaced candidates to existing clients and internal Business Development partners.
• Build and maintain a strong pipeline of accounting and finance talent for ongoing and future needs.
• Maintain regular touchpoints with candidates to support redeployment and long-term relationships.

Recruiting Operations & Systems

• Track all candidate activity, job requirements, submissions, interviews, and placements accurately in Salesforce.
• Maintain strong data hygiene and documentation to support reporting and team collaboration.
• Follow established recruiting processes while identifying opportunities for improvement and efficiency.

Qualifications

• 1–2 years of recruiting experience, preferably in staffing or professional services.
• Interest in or exposure to accounting and finance roles strongly preferred.
• Strong verbal communication skills with a polished, client-facing presence.
• Highly assertive personality with confidence picking up the phone and pushing conversations forward.
• Comfortable working in a fast-paced, deadline-driven environment.
• Experience using an ATS or CRM system; Salesforce experience is a plus.

Why Join Alliance?

• Hands-on recruiting experience with real client exposure early in your career.
• A collaborative team environment with strong support from Recruiting Managers and Business Development leaders.
• Clear opportunity for growth within a growing staffing and consulting firm.
• Hybrid work model with in-office collaboration Tuesday through Thursday in our Tysons office.
• A professional, people-first culture that values quality, relationships, and continuous improvement.

This Nonprofit Organization is in the higher education community offers career growth and advancement opportunities in a friendly environment while learning the basics of a public service organization. The Enrollment Analyst is responsible for timely and accurate processing of information and serving as the liaison between the department and external clients.

You will perform administrative and operational support tasks that may include: processing and filing documents, maintaining databases, and assisting users with account access. In an effort to ensure positive experiences for all clients, the incumbent will correspond with, and offer assistance to internal and external clients.

Responsibilities of Data Entry Assistant:

• Provide exceptional customer service to clients
• Support clients with file and data inquiries such as file errors and warnings, updating inaccurate data, submission schedules, etc.
• Process and analyze data files to ensure they meet organizational data integrity standards and compliance reporting requirements, as appropriate.
• Provide critical feedback on the new hire learning and development program.
• Participate in department meetings, trainings, and other formal and informal events.
• Collaborate with the Audit Resource Center and department leadership on escalations and support calls.
• Answer inbound inquiries using multiple communication channels (email, phone, etc.) and thoroughly document details in Salesforce.
• Effectively communicate with internal and external customers to ensure complete, accurate, and timely responses/resolution.
• Demonstrate openness to new perspectives and ideas.
• Build trust with internal and external stakeholders by demonstrating consistency between words and actions.

Qualifications for Data Entry Assistant:

• Some college, or an equivalent combination of education and experience, including through military service will be considered.
• 0-2 years of experience in customer service or client management.
• Competency with computer skills (e.g., for database, web applications, and email).
• Experience working with Microsoft Office Suite (with a focus on Outlook and Excel).
• Strong critical thinking and active listening skills.
• Strong verbal and written communication skills.
• Demonstrated ability to adapt to changing priorities and procedures.
• Must live within a commutable distance to Herndon, VA

Additional Desired Requirements:

• Bilingual (Spanish).
• Undergraduate degree.
• Experience:
• With the student loan industry, higher education industry, and/or web order management.
• Working with data, and/or reviewing and analyzing large volumes of data.
• With Salesforce ServiceCloud.
• Strong interpersonal skills.
• Demonstrated ability to remain poised under pressure and work effectively on teams.

Location:  Hybrid, McLean, VA office. 

About Vanbridge, an EPIC Insurance Brokers company. 

Vanbridge bridges the gap between insurance and capital markets, enabling our clients to manage risk, enhance strategies, and strengthen long-term financial performance. We go beyond the perceived limits of insurance to maximize its potential. As part of EPIC Insurance Brokers & Consultants, with revenues approaching $2 billion, we're proud to be consistently recognized as a "best place to work" with exceptional team retention, competitive compensation, and unmatched camaraderie.

Our interdisciplinary team of insurance, capital markets, legal, and tax professionals provides concierge-level consulting on estate, business, and financial planning strategies. We serve RIAs, CPA and law firms, family offices, private equity firms, corporations, and high-net-worth individuals who count on us for world-class solutions.

We are seeking a highly organized, detail-oriented, and proactive Executive Assistant to support the Director of Executive Benefits. This is a dynamic role at the intersection of high-touch client service and sophisticated planning. You'll serve as the operational backbone of a fast-paced practice, ensuring seamless coordination across client engagements, advisor relationships, and internal teams.

The ideal candidate thrives under pressure, anticipates needs before they arise, and brings both polish and practicality to everything they do. You'll gain exposure to advanced insurance concepts, estate planning strategies, and executive benefits, making this an exceptional growth opportunity for someone building a career in financial services.Key Responsibilities

• Provide comprehensive administrative support including calendar management, travel coordination, and meeting preparation
• Prepare and maintain reports, presentations, and documentation with exceptional attention to detail
• Handle confidential information with the utmost integrity and discretion
• Monitor deadlines and ensure timely completion of tasks and projects
• Manage CRM data entry, auditing, and task tracking with accuracy and consistency

• Coordinate client communications, scheduling, and follow-ups to ensure seamless service delivery
• Prepare materials for client meetings including paperwork, presentations, and supporting documentation
• Serve as a "concierge" liaison between advisors, internal teams, and external partners
• Assist with case design support, sharing concepts and strategies, and scheduling virtual meetings
• Support point-of-sale activities and post-sale relationship nurturing

• Review client data including assets, liabilities, insurance policies, estate documents, and tax returns
• Create net worth statements and input retirement planning data into planning software
• Summarize key components of life insurance, annuity, disability, and long-term care policies
• Support illustration and case design processes using industry software
• Conduct research and synthesize data to support strategic recommendations

• 5+ years of experience as an Executive Assistant, Personal Assistant, or similar administrative role
• Bachelor's degree in business, finance, or related field preferred (or equivalent experience)
• Strong proficiency in Microsoft Office Suite, Excel (formulas, pivot tables, reporting)
• Exceptional organizational skills with demonstrated ability to manage multiple priorities under tight deadlines
• Outstanding written and verbal communication skills
• High level of discretion, confidentiality, and professional judgment
• Self-driven with a sense of urgency, adaptability, and a results-oriented mindset
• Team-first mentality with a collaborative, supportive approach

• Experience in financial services, insurance, or executive benefits industry
• Familiarity with CRM systems (Salesforce preferred) and document management tools
• Working knowledge of financial planning software a plus
• Some understanding of life insurance products, planning concepts, or executive benefits (preferred)
• Life, Health, or FINRA Series 6/63 licenses a plus (or willingness to obtain)
• Experience with virtual meeting platforms (Zoom, MS Teams)

• Competitive compensation and comprehensive benefits (medical, dental, vision, pharmacy)
• Hybrid work environment with flexibility and work-life balance
• Exposure to sophisticated financial planning and executive benefits strategies
• Clear pathways for professional growth and career advancement
• A collaborative, supportive culture recognized as a "best place to work"
• Wellness programs, life and disability insurance, and additional employee benefits

COMPENSATION: 

The national average salary for this role is $65, $85,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY Vanbridge/EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:   

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

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Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.