Salesforce Stock Jobs in Berkeley, CA
127 positions found — Page 6
Logistical Planner
Start: Immediate
Duration: Through June 2027
Location: Hybrid from Oakland, CA – Onsite 3x weekly
Pay Rate: $55.00 Per Hour + All Benefits
Responsibilities
• Oversee supply planning function for a complex and diverse set of multiple material categories.
• Review and release purchase requisitions, initiate stock transfers, and expedite with vendors as needed to meet project start dates.
• Closely coordinate and communicate allocation plans in the event of material shortages.
• Provide off-hour material procurement and expediting support during storms and other emergencies.
• Interacts with program management, construction, and business finance organizations regularly to socialize supply plans and related assumptions.
• Maintain SAP planning parameters in alignment with forecasts that achieve target fill rate and inventory turnover performance.
• Presents findings and makes recommendations to function management
• Coach peers in supply planning concepts and lead continuous improvement efforts utilizing lean six sigma tools.
Requirements
- Must have experience in Logistics/Supply Chain with 7+ years of experience
- Must have Demonstrated proficiency in inventory management, statistics, forecasting, and forecasting methods with an understanding of their financial and operational impacts.
- Must have Hands-on SAP experience, and knowledge of lean six sigma concepts.
- Must have Strong analytical, organizational, decision making, presentation, and interpersonal skills
- Must have Strong Excel knowledge and experience, especially with VLOOKUP, Pivot Tables, Conditional Formatting, General Formulas, Shortcut Keys
- Must have Demonstrated proficiency in inventory management, statistics, forecasting and forecasting methods with an understanding of their financial and operational impacts.
- Must currently reside in Northern California
Certification Desired: APICS CPIM Certification
Director of Engineering – Salesforce (Hands-On)
Location: San Francisco, CA (On-site) (Potential of Hybrid)
Compensation: Up to $350,000 total annual compensation (Base + Bonus/Equity, DOE)
Type: Full-Time
About the Opportunity
We are partnering with a fast-growing SaaS company embarking on a greenfield Salesforce implementation. This is a strategic and technical leadership role for a Director of Engineering who comes from a strong Salesforce development background and still enjoys being hands-on.
You will own the technical vision and execution of the Salesforce ecosystem from the ground up, building a scalable, enterprise-grade platform while leading and growing a high-performing engineering team.
This is a foundational build, not an optimization of an existing environment.
The Role
We are seeking a Director of Engineering with:
• 10+ years of hands-on Salesforce development experience
• 4+ years leading engineering teams in an architectural or senior leadership capacity
• Proven experience delivering large-scale, enterprise Salesforce implementations
• Deep understanding of the full lifecycle: Discovery → Architecture → Build → Integration → Deployment → Maintenance and Optimization
This individual must be comfortable operating at both the executive strategy level and in the codebase when necessary.
Key Responsibilities
• Define and own the Salesforce technical strategy and long-term architecture roadmap
• Lead a greenfield Salesforce implementation from initial discovery through go-live and beyond
• Hire, mentor, and manage a team of Salesforce engineers and technical leads
• Establish engineering best practices, governance standards, and scalable design patterns
• Architect complex integrations across internal systems and third-party platforms
• Oversee data architecture, security models, and performance optimization
• Implement DevOps processes, CI/CD pipelines, and release management frameworks
• Partner closely with Product, RevOps, GTM, and executive leadership to align technical delivery with business objectives
• Maintain hands-on involvement in solution design, code reviews, and critical technical decisions
Required Experience
• 10+ years of hands-on Salesforce development (Apex, LWC, APIs, Integrations)
• Strong background in Sales Cloud and Service Cloud; multi-cloud experience preferred
• Extensive experience with enterprise integrations (REST/SOAP APIs, middleware, event-driven architecture)
• Experience leading multi-cloud or multi-org implementations at scale
• Proven leadership managing engineering teams in high-growth environments
• Deep knowledge of Salesforce platform architecture, governor limits, and performance tuning
• Experience with data migrations and large-scale system transformations
Preferred Qualifications
• Salesforce certifications strongly preferred (Platform Developer II, Application Architect, System Architect, CTA ideal)
• Experience within high-growth SaaS organizations
• Experience building engineering teams from the ground up
• Strong executive communication and stakeholder management skills
What Makes This Role Compelling
• Greenfield ownership of a core revenue-driving platform
• Executive visibility and influence across the organization
• Opportunity to build and scale an engineering team in San Francisco
• Compensation up to $350,000 annually
• Direct impact on company growth and long-term technical direction
If you are a technically strong Salesforce leader who thrives in high-growth environments and wants to build an enterprise-grade architecture from the ground up while leading a world-class team, this is an opportunity to make a defining impact.
We're partnering with N28 Technologies, a boutique AI + Salesforce Implementation Partner, to find their first Account Executive!
N28 was founded by a Salesforce alum whose goal is to provide best-in-class IT services with unmatched customer focus. They are building innovative AI, Data, and Salesforce solutions for their customers with a focus on Healthcare, Manufacturing, Semiconductor, and Hi-Tech verticals. You will have the opportunity to work on a mid-sized team executing projects across the spectrum of customer segments, which guarantees rapid professional growth. Lately, they’ve partnered with Cohere and AWS to offer AI solutions beyond the Salesforce platform. They offer competitive salaries, bonus incentives, benefits, and flexible hours. Join them at this exciting time as they scale and grow!
Your Mission
You will be the first dedicated Sales Hire at N28 Technologies. You will be a major contributor to the continued growth of the company by bringing in-depth knowledge of technology solutions across GenAI, Salesforce, and Data solutions.
The Account Executive will be accountable for both farming (up-sell & cross-sell) and hunting for new business. You will be responsible for driving profitable growth from the account(s) by:
- Executing automation-friendly sales qualification, pre-sales, and solution development processes that ensure new and repeat business
- Developing strategic relationships with decision-makers and influencers within the customer’s organization
- Ensuring customer satisfaction by working closely with their engineering and delivery teams
Responsibilities
- Build a trusted group of referable contacts who can vouch for N28
- Execute a plan to develop allies and partner allies, build personal connections, and gain access to new contacts
- Develop and strengthen relationships with decision-makers and influencers within accounts; become a trusted IT advisor to customers
- Identify opportunities for growth within accounts and lead account strategy and planning
- Regularly monitor sales trends and market dynamics and incorporate insights into existing sales processes
- Showcase N28’s offerings as a strategic fit for customer organizations through workshops, presentations, and executive meetings
- Promote higher-value services and solutions aligned with N28’s offerings
Requirements
- Deep experience and established relationships (CIOs/C-suite, Sales Ops, and others) within Healthcare & Lifesciences, Manufacturing, Semiconductor, and Hi-Tech companies
- Strong understanding and hands-on experience with Salesforce and AWS (including Connect and GenAI) products and GTM strategies
- Familiarity with MEDDIC/MEDDPICC or Challenger sales frameworks preferred
- Experience with professional services delivery highly preferred
- Pragmatic mindset and strong communication skills
- Experience working with offshore or near-shore teams is a plus
- Strong situational analysis, negotiation, and decision-making abilities
- Detail- and quality-oriented with a desire to quickly learn new concepts, business models, and technologies
- Previous experience managing $2M – $4M+ accounts
Benefits
They offer medical, dental, vision, and life insurance for all employees.
They also provide three weeks of paid time off annually.
Location: Pleasanton, CA (Hybrid: 3 days onsite, 2 days remote)
Senior Account Executive at Martindale-Avvo Leads Inside Sales
Martindale-Avvo Leads is seeking a high-performing Senior Account Executive (SAE) to join our Acquisition Sales organization. This role is designed for experienced sales professionals who excel at consultative, ROI-driven selling in a fast-paced, competitive environment. As an SAE, you’ll be responsible for acquiring new law firm clients, positioning Martindale-Avvo’s Leads digital marketing solutions, and consistently exceeding revenue goals while modeling best-in-class sales execution.
The legal industry is evolving rapidly, and attorneys are looking for trusted partners to help them compete in an increasingly digital-first market. Our Senior Account Executives are at the forefront of this transformation - helping law firms expand visibility, win new clients, and measure ROI through Martindale-Avvo Leads’ marketing and advertising solutions.
What You’ll Do:
- Drive new business acquisition through high-volume outbound prospecting, consultative discovery, and tailored solution presentations.
- Lead with ROI and consultative value: position Martindale-Avvo Leads’s advertising digital marketing products in a way that connects to firm-specific growth goals.
- Own the full sales cycle: from prospecting and qualifying through discovery, proposal, negotiation, and closing.
- Master pipeline management: maintain disciplined activity, pipeline accuracy, and forecasting within Salesforce.
- Leverage data-driven insights: use metrics, reporting, and market trends to target opportunities and improve client outcomes.
- Negotiate with confidence: handle objections, present competitive differentiation, and close deals at or above minimum pricing thresholds.
- Act as a peer leader: model sales excellence, share best practices and mentor new hire Account Executives.
- Adapt and thrive through change: embrace new sales tools, evolving buyer behaviors, and product launches with agility and resilience.
- Accurate(+/- 5%) weekly forecasting
- Proficient in a sales methodology (BANT, MEDDPIC, etc.)
What You Bring:
- Preferred 2-3+ years of B2B inside sales experience, including 2–3+ years of closing experience with a proven track record of consistently exceeding quota.
- Strong consultative selling skills with the ability to uncover business pain points, articulate ROI, and deliver compelling solution presentations.
- Demonstrated ability to manage a short-to-medium sales cycle (2–4 weeks) while maintaining high activity levels.
- Proven success in new business acquisition — cold calling, objection handling, pipeline creation, and disciplined follow-up.
- Technical proficiency:
- Fluency in Salesforce (or equivalent CRM) - building reports, maintaining pipeline hygiene, and pulling insights for decision-making.
- Strong working knowledge of Outreach or other sales engagement tools.
- Comfort with Google Suite and other productivity platforms.
- Excellent communication skills: professional verbal presence, confident presentations and on-video demos, and polished written follow-up.
- High resilience and growth mindset - competitive, coachable, and committed to continuous improvement.
- Background in digital marketing, SaaS, or SMB marketplaces preferred.
- Experience with sales or involvement in the Legal Industry also preferred.
Compensation & Benefits:
- Base salary plus commission with an OTE of $100–$150k
- Paid vacation, holidays, and sick leave (where applicable)
- Medical, dental, and vision benefits
- 401(k) with company match
- Accessible leadership team and transparent career growth paths
- Recognition programs, performance incentives, and professional development opportunities
About Internet Brands
Internet Brands®, headquartered in El Segundo, Calif, is a fully integrated online media and software services company focused on four high-value vertical categories: Health, Automotive, Legal, and Home/Travel. The company's properties and platforms include the WebMD, Medscape, and Henry Schein ONE networks, which are the global leaders in their markets; Nolo, Avvo, and Martindale, which form the largest consumer information provider in the legal market; and CarsDirect, Fodor's Travel, and many others which are leaders in their key vertical markets. Internet Brands' award-winning consumer websites lead their categories and serve more than 250 million monthly visitors, while a full range of web presence offerings has established deep, long-term relationships with SMB and enterprise clients. The company's powerful, proprietary operating platform provides the flexibility and scalability to fuel the company's continued growth. Internet Brands is a portfolio company of KKR and Warburg Pincus.
Internet Brands and its wholly-owned affiliates are an equal opportunity employer.
For more information, please visit Internet Brands and its wholly owned affiliates are an equal opportunity employer.
Notice to California residents: you can find information about our privacy practices, on:
Summary
The ideal candidate will drive revenue growth by identifying new business opportunities, building strong customer relationships, and effectively promoting our products and services within their assigned territory. The assigned territory may include but is not limited to all or some of the following target customers.
- National, Regional and Local Distributors
- Chain Accounts (inclusive of Long-term Care) and Mass Market Retail Accounts
- HME/DME/Homecare Distributors
- Corrections, Government, Assisted Living, Plasma Centers, Blood Banks, EMT
- Retail/Independent Pharmacies, Hospitals, Clinics
- Managed Care and Private Insurers
- Dental Practices/Clinics
Duties and Responsibilities
- Prospecting and Lead Generation: Identify and pursue new sales opportunities through market research, cold calling, engagement with channel partners, networking, participation at industry tradeshows, and other lead generation techniques. Prepare Requests for Information (RFI), Requests for Proposals (RFP) and Requests for Orders (RFO) as needed.
- Customer Relationship Management: Build and maintain long-lasting relationships with existing and potential customers. Understand their needs, address concerns, and provide appropriate solutions. Lead the interface relationship within their assigned territory.
- Product Knowledge: Develop a deep understanding of our products and services and be able to effectively communicate their features, advantages, and benefits to customers.
- Sales Presentations: Deliver compelling sales presentations and product demonstrations to potential clients, showcasing how our offerings can meet their specific needs.
- Sales Quotas: Meet or exceed monthly, quarterly, and annual sales targets and quotas.
- Sales Strategies: Collaborate with the sales team and sales leader to develop effective sales strategies, tactics, and action plans. Implement those strategies, tactics and action plans within the assigned territory.
- Market Analysis: To identify opportunities and threats, stay abreast of customer and industry trends, customer and competitor activities, and market developments.
- Sales Reporting: Maintain accurate and up-to-date records of sales activities, customer interactions, and sales forecasts using . Analyze data/reports and provide feedback on account variability.
- Customer Feedback: Gather customer feedback to understand their evolving needs and preferences, helping shape our product development and marketing strategies.
- Sales Training: Stay current on product knowledge and sales techniques through ongoing internal/external training and professional development.
- Representing the Company: Attend and represent ARKRAY at local, state, and national trade shows, seminars, and distributor meetings that pertain to our business.
- This job description is not intended to be all-inclusive and the employee will also perform other reasonably related business duties as assigned by management.
Knowledge and Skills
- A bachelor's degree is required, preferably in Business, Marketing, or a related field.
- 3+ years of experience in an account management role, preferably in a healthcare or medical device environment.
- Working knowledge and relationships with key stakeholders in any of the above-listed target customers is highly advantageous.
- Strong account management, project management, communication, and negotiation skills.
- Proven track record of meeting or exceeding sales targets.
- Highly motivated and self-directed who function well in a results-oriented and dynamic environment.
- Strong desire to grow and gain the ability to represent the entire product lineup.
- Highly collaborative with the ability to work independently and as part of a team.
- Proficiency in using CRM software and other sales tools
- Proficiency in Microsoft Office programs (Word, Adobe, Excel, PowerPoint, CRM/Salesforce)
Physical Requirements
- This is a field position that may require extensive travel, PC related work, and office work.
ARKRAY is an Equal Opportunity Employer: minorities, women, veterans, and individuals with disabilities.
Enterprise Account Executive – Security & IT AI Automation Platform
Salary: $150,000–$165,000 base, Double OTE plus attractive equity and corporate benefits including healthcare and 401k
Extremely well-funded by Tier 1 Cyber Investors - Unicorn Valuation
Location: Bay Area, North California
Trident Search is partnering with a fast-growing, enterprise-focused SaaS company that’s redefining workflow automation for security, IT, and operations teams. The platform empowers teams to eliminate repetitive tasks, orchestrate complex workflows across any tool, and leverage AI to work smarter, faster, and more efficiently.
Great Glassdoor, Gartner peer reviews scores and various G2 awards.
The Role
We are seeking a high-performing Enterprise Account Executive based in California to land and grow new enterprise accounts. This is a full sales-cycle SaaS sales role where you will engage senior stakeholders, manage multi-touch deals, and drive new business across mid-market and large enterprise clients.
Why This Role is Exciting
- Partner-driven growth: 90% of 2024 deals were partner-sourced or influenced.
- High conversion and retention: 90% POC to deal conversion rate with strong customer retention.
- Fast ramp & huge earning potential: 9-month ramp schedule plus 3 month non recoverable draw. Average global sales attainment: +80%—well above market norms, with some huge performers earning 2x OTE.
Responsibilities
- Identify, prospect, and close new enterprise business opportunities across Northern California (Bay Area).
- Manage the full sales cycle, from discovery calls and demos to contract negotiation and closure.
- Build strong relationships with senior stakeholders, including security, IT, and operations executives.
- Execute strategic territory plans in collaboration with marketing, solutions engineers, and customer success teams.
- Accurately forecast pipeline and revenue; track all sales activities in Salesforce CRM.
- Represent the company at industry events, conferences, and partner engagements.
- Build and leverage relationships with regional and national channel partners to drive sales.
Requirements
- 5–10 years of enterprise SaaS sales experience, ideally in security, IT operations, or automation.
- Proven ability to execute complex, multi-stakeholder sales campaigns.
- Demonstrated track record of consistently exceeding quotas.
- Strong consultative selling skills and ability to engage with C-level executives.
- Self-motivated, results-driven, and collaborative, with high professional integrity.
- Experience with Salesforce and modern sales engagement platforms.
- Experience working with relevant channel partners.
Trident Search builds GTM teams across the U.S. for VC- and PE-backed cybersecurity vendors.
Connect with me today:
Holly Evans
About the Company:
At Playlist, life's richest moments happen when people step away from screens to move, connect, explore, and play. We're building the definitive platform for intentional living, connecting people with inspiring experiences in fitness, wellness, and beyond. With popular brands like Mindbody and ClassPass, Playlist empowers businesses and individuals, making it effortless for aspirations to become actions. Join us in reshaping technology's role to foster meaningful, real-world connections.
The Role You’ll Play
ClassPass is seeking a driven Field Sales Executive to expand our merchant base by acquiring and onboarding high-potential local businesses in the fitness and wellness space. This is a highly field-based role (70–80% travel) and best suited for individuals energized by being in front of customers, building relationships, and representing our brand as a trusted local expert. With a growing team and evolving strategy, this role offers the opportunity to help shape the future of our field sales approach.
******This position requires the candidate to reside in the San Francisco, CA region due to the need for regular in‑person sales engagements and prospecting activities.
What You’ll Do
- Build and grow our merchant network by prospecting, pitching, and closing new businesses in your assigned territory.
- Lead with a field-first approach: visit prospective merchants daily, attend local events, and nurture relationships with community and industry insiders.
- Own the full sales cycle, from outreach and drop-ins to negotiation and close, using a mix of in-person, phone, email and virtual touchpoints.
- Consistently achieve or exceed monthly acquisition quotas and pipeline conversion targets.
- Act as a local market expert, identifying untapped opportunities that align with customer demand.
- Maintain a disciplined pipeline, tracking key activity and performance metrics in Salesforce.
Travel Expectations
- Travel will make up 70–80% of your time, including both local day trips and extended multi-night regional travel.
- Depending on business needs, there may be occasional travel outside of your assigned region.
- Travel may be by car or flight — flexibility is essential to meet customer needs and maximize coverage.
The Experience You’ll Bring
- 3–5 years of outbound field sales experience, complemented by strong inside sales skills.
- Full-cycle sales methodology expertise with emphasis on conversion optimization.
- Strong B2B negotiation, organizational, and time management skills.
- Self-motivated, proactive, and receptive to feedback.
- Proven track record of exceeding quotas and OKRs in a fast-paced environment.
- Familiarity with local industries (fitness, wellness, spas, or related sectors) and existing networks a plus.
- Proficiency in Salesforce, SalesLoft, and Microsoft Office Suite.
Pay Transparency
It is Playlist’s intent to pay all Team Members competitive wages and salaries that are motivational, fair, and equitable. The goal of Playlist’s compensation program is to be transparent, attract potential employees, meet the needs of all current employees, and encourage Team Members to stay with our organization.
Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location.
The base salary range for this position in the United States is $52,125 to $86,075. The total compensation package for this position may also include performance bonuses, benefits, and/or other applicable incentive compensation plans.
Have we piqued your curiosity?
Sound like the role for you? We’d love to hear from you! Even if you’re not 100% sure about potential fit, we still encourage you to apply. We’re looking for the right person, not the perfect series of checkboxes.
The Company is an Equal Opportunity Employer. We highly value diversity at our company and encourage people of all different backgrounds, experiences, abilities and perspectives to apply. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or other protected characteristics.
By entering your email and phone number and submitting your application, you consent to receive emails, calls and SMS about your application and other roles at The Company, including by auto-dialer. Message and data rates may apply. Opt-out or text STOP to cancel at any time. If you are a California resident or reside outside the United States then by submitting your application you confirm that you have read, understood, agree and - where applicable - grant your prior, free, informed and express consent for the processing of your personal information, including sensitive personal information, as described in our California Applicant Privacy Notice or International Applicant Privacy Notice (as applicable).
Note: This description outlines key responsibilities but isn’t intended to cover every task or duty. Additional responsibilities may be assigned as needed to support the team and business goals.
Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations.
Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent.
Visit us at to learn more and view our open positions.
Please apply or call one of us to learn more For further inquiries about this opportunity, please contact our Talent Specialist, Hema Malini at (63
Title: Business Process Specialist
- Hybrid Duration: 11 Months Location: Alameda, CA Hybrid
- 4 days onsite, 1 day remote Only W2 candidates are eligible for this position.
Third-party or C2C candidates will not be considered.
Description: The Business Process Specialist is responsible for coordinating and executing various process improvements and project implementations across Customer Service.
This role serves as a key collaborator and resource to the Global Process teams (Call Centers, IT and Training) and ensures that standard processes are documented and implemented in support of the overall vision.
Serve as CS SME for key/main processes relating to Material to support projects including UAT script writing, execution of test scripts, process documentation and implementation.
Serves as a primary department contact for system and process requirements implementations, enhancements and testing cycles.
Takes ownership of new business requirements and works with relevant call center functions to determine any new business processes and or changes to existing process.
Takes ownership of complex issues and challenges and create exception rules.
Support department SMEs in documentation best practices and maintenance in support of our Quality Adherence.
Actively identifies process improvements and drives process improvement initiatives by working cross functionally to continuously improve the systems, processes, and controls to ensure effective development, monitoring, and support is in place.
Oversees the day to day functionality of Contact Registration System and works with Global Process Teams and IT on maintenance and enhancement.
Key Responsibilities Work with Contract Registration Systems (e.g., Salesforce) and support related processes.
Participate in UAT testing, including writing and executing test scripts.
Handle process documentation and implementation across Customer Service functions.
Collaborate with call center teams, QA teams, and Global IT teams.
Support client documentation and quality adherence initiatives.
Focus heavily on process mapping and process documentation.
Top 3 Requirements Experience working with IT solutions and translating technical requirements into business processes.
Ability to work cross-functionally with large teams (IT, QA, Call Center, Global teams).
Strong experience in process mapping and process documentation.
Experience with Process mapping Data science Process documentation Interview Process: 2 rounds of interview About us: DivIHN, the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond.
The strategic characteristics of the organization are Standardization, Specialization, and Collaboration.
DivIHN is an equal opportunity employer.
DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.
Process Documentation, process mapping, DATA SCIENCE
Remote working/work at home options are available for this role.
Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits and individuals? Bank of San Francisco is seeking a Personal Banker to become a critical part of our team. Please contact us today to discuss this opportunity!
Location: San Francisco, CA
The Personal Banker delivers high‑quality client support while performing essential branch and digital banking operations. As a primary client contact, this role provides personalized service, identifies client needs, and recommends appropriate banking products to support growth and deepen relationships. The Personal Banker collaborates with internal teams to ensure seamless client experience, drive retention, and contribute to overall branch sales and service goals.
Job Responsibilities
- Open, service, and maintain client accounts in accordance with Bank policies and all regulatory requirements, including but not limited to Bank Secrecy Act (BSA) and Know Your Customer (KYC).
- Perform daily banking operations, including teller transactions, wire processing, cash shipments, debit card services, and related operational activities.
- Meet with clients in person or by phone to discuss banking needs, recommend products and services, demonstrate available solutions, and assist with product setup.
- Cross-sell deposit and treasury management products to new and existing clients based on identified needs and established goals.
- Respond to client inquiries, investigate and resolve issues or discrepancies, and address client complaints in a timely and professional manner.
- Manage client communications and servicing activities, including monitoring and responding to the Bank’s general inbox and online chat channel.
- Review, process, and maintain banking reports, records, and administrative documentation to ensure accuracy and compliance.
- Maintain a thorough working knowledge of Bank products, services, policies, and procedures through ongoing training and development.
Requirements:
- Bachelor's degree in business, related field or equivalent working experience.
- Minimum 5 year of relevant banking experience.
- Operational knowledge of deposit and treasury management banking products
- Excellent oral and written communication skills
- Effective interpersonal skills with both internal and external clients.
- Proficiency with Microsoft Office, specifically Word and Excel; working knowledge of Salesforce preferred.
- Demonstrated commitment to delivering a high level of client service and professionalism.
To apply please send your resume or inquiry to Sue at
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.
BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual’s race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.
Duration: 3-6 Month Contract (Possible Extension)
Location: 100% Remote (Client located in Oakland, CA)
Job Description
- Preparing, reviewing and filing amended payroll tax forms accurately, efficiently and in a timely manner
- Communicating with federal and state tax agencies
- Documenting, improving, and scaling workflows to build out an efficient amendment process
- Provide the highest level of customer service while assisting customers with tax issues
- Identify, document, and solve issues that may arise as a result of customer error or product bugs / limitations
- Collaborate with the cross-functional team to ensure were building a seamless experience for our customers
- Facilitate in implementing internal controls and audit requirements, ensuring that our customers are in always in compliance
- Strong tax form preparation and review Self-motivation with the desire for ownership and ability to operate independently in a fast paced, ever changing and innovative environment while working collaboratively across multiple functions
- Strong attention to detail and accuracy, passionate about improving workflows and process
- Excellent interpersonal and writing skills, comfortable communicating with our customers over phone and email
- Strong familiarity with Microsoft Excel and Google
- Experience using Salesforce Deep knowledge of payroll tax and at least 4 years of experience in this discipline
- Strong examples of successful project management and innovation
- Payroll tax experience, Amended tax return preparation w/ high attention to detail Example of high-performance in a constantly changing, and ambiguous environment
Education
Bachelors degree in Accounting or financial related degree
You will receive the following benefits:
- Medical Insurance & Health Savings Account (HSA)
- 401(k)
- Paid Sick Time Leave
- Pre-tax Commuter Benefit
Motion Recruitment provides IT Staffing Solutions (Contract, Contract-to-Hire, and Direct Hire) in major North American markets. Our unique expertise in today’s highest-demand tech skill sets, paired with our deep networks and knowledge of our local technology markets, results in an exemplary track record with candidates and clients.