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We are changing FINANCE to finance CHANGE!
Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.
We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.
We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!
Come join our team as the Deposit and Treasury Manager. As the Deposit and Treasury Manager you will oversee all business functions related to Deposit and Treasury Management Operations Services & Support. Responsibilities include the synchronization of daily back-office operations, core system processing, and other related departments as they related to the Treasury Management and Deposit Operations.
Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Candidates must be local to Central Florida.
Benefits:
- Competitive compensation
- Employer paid medical, vision and dental insurance
- Employer paid disability and life insurance
- 401k match
- Employee Stock Options
- Compelling incentive plans
- Employee only rates for certain loan products
- Working with an amazing team of dedicated and like-minded individuals!
- Being part of an exciting venture with amazing opportunities for growth and opportunities!
Primary Responsibilities:
- Policies and Procedures - Develop and maintain all department policies and procedures. Ensure compliance with department procedures and control standards, adjusting existing and/or implementing additional controls as needed.
- Audit Management - Coordinate department preparation and short/long-term responses to internal and external audits and exams.
- Department Operations - Plan operational improvements, resolve operational problems, and take corrective action to ensure effective operations. Determine staffing requirements; oversight of selection, development, and management of staff; direct training and development of staff to ensure operational depth and maximize use of strengths and abilities. Assist in the development
of the department budget, monitor expenditures, and explain variances. - Mergers & Acquisitions - Manage Treasury Management and Deposit Operations responsibilities related to Merger and Acquisition conversions, project plans, product enhancements and implementations, process integration with other departments, and Treasury Management and Deposit Operation's disaster recovery plan(s).
- Products and Services - Coordinate with other departments on the implementation of new products and services. Remain knowledgeable of banking industry trends or issues in order to assist in the assessment of needs and opportunities for service enhancements or new products.
- Customer Service - Assist other department employees with activities related to deposit and treasury management services and related products. Provide assistance to other employees by liaising with them through healthy and positive interactions. Develop and recommend unit quality, productivity, and service level goals as well as provide input for other areas of the Bank.
- Core Conversion & Maintenance - Collaborate with the Core Banking Systems Administrator to update and maintain core banking and ancillary systems
Requirements:
- Bachelor's Degree strongly preferred.
- 5+ years of Core System experience required.
- 10+ Prior banking experience required.
- Experience leading diverse teams from entry level to middle manager.
- Sound education in financial products and services, banking regulations and laws.
- Strong accounting and math skills.
- Ability and desire to thrive in a fast-paced, high-pressure environment with frequent routine changes. Ability to multi-task and prioritize with ease.
- Highly organized self-starter with impeccable attention to detail and the ability to complete assignments with little oversight and supervision.
- Effective communicator with strong active listening skills, excellent writing and speaking skills and the ability to compose professional correspondence. Must be able to communicate tactfully and empathetically with customers, employees, and Bank management.
- Proficient in the Microsoft Office suite of products to include Word, Excel, Outlook as well as other software used in the department.
Physical Demands: In the performance of respective tasks and duties, all Climate First Bank employees are expected to successfully perform the essential functions of the position. While performing duties, employees are required to sit, talk, hear, lift up to 20 lbs., and may be required to work evenings and/or weekends, attend remote meetings and/or to travel. Reasonable employee accommodations will be considered on a case-by-case basis.
Equal Opportunity Statement:
At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
E-Verify Statement:
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Job Description
Limon's Road Service is currently accepting applications for a Qualified, Dependable Service Writer Advisor with Heavy Duty, Medium Duty, Light Duty Truck and Trailer service experience for our {Buda Texas location}.
Requirements :
- 3+ year's experience
- Assist in the day to day shop operations
- Assist with invoicing and purchase orders
- Inventory control
- Customer communication skills Company Description
Family owned Commercial Fleet repair company.
Company Description
Family owned Commercial Fleet repair company.
Drivers in this role may work in local, solo, or long-haul driving positions. As flexible backup drivers, work may involve on-property shifting, local routes, long-haul trips with nightly returns, or sleeper team assignments. Flexibility in adjusting to various assignments is essential. Over time, and with increased seniority, you'll have the opportunity to bid a route.
What you'll need?
* Drivers start their careers as a flexible backup driver
* Schedules may include days, nights, and weekends, with assignments ranging from local routes to long-haul trips lasting 4-6 days
* As a flexible backup driver, you must report to the facility within one hour of notice
* A valid Class A CDL (Commercial Driver's License) in your home state is required
* Doubles/Triples endorsement is required
* No \"O\" restriction - Must be able to operate a Class A tractor-trailer (semi truck) that uses a fifth-wheel connection
* Pass the DOT physical
* Reliability and responsibility
* Legal right to work in the U.S
* Flexible backup tractor trailer drivers are expected to comply with UPS appearance guidelines and wear the company-provided uniform
Industry-leading Benefits:
* Competitive weekly pay
* Growth opportunities
* Reliable, well-maintained trucks
* Loading and Unloading is done for you
* 401(k)
* Defined-benefit pension plan
* Medical, dental, and vision after waiting period
* $0 healthcare premium
* Paid vacation
* Paid Sick and Family and Medical Leave time as required by law
* Paid holidays
* Discounted Employee Stock Purchase Program
* Employee Assistance Program
This job posting includes information about the minimum qualifications (including the UPS Uniform and Personal Appearance Guidelines), locations, shifts and operations within the locations which may consider your application. An applicant or employee may request an exception or change to, or an accommodation of, any condition of employment (including the UPS Uniform and Personal Appearance Guidelines) because of a sincerely held religious belief or practice.
The base pay for this position is $26.00/hour
UPS is committed to providing a workplace free of discrimination, harassment, and retaliation. UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.
Part-Time Operations Associate
Location: Peoria, IL
Schedule: Part-time, 20–25 hours per week
Compensation: $22-24/hr
Type: In-office preferred
About The Whisler Agency
The Whisler Agency is a retirement planning firm in Peoria, Illinois focused on helping clients move toward retirement with clarity, confidence, and a plan built around their values. The firm provides retirement planning, wealth management, and risk management services, and stays visible in the community through educational workshops, events, and media content including a television series and YouTube presence.
We’re hiring a Part-Time Operations Associate to help keep the client experience organized, responsive, and professional behind the scenes. This is a strong fit for someone who is dependable, detail-oriented, comfortable juggling both administrative and light marketing tasks, and enjoys helping a small, client-focused office run smoothly.
What you’ll do
- Answer incoming calls, manage voicemail, and help ensure timely client follow-up
- Organize and maintain client files, documents, and office paperwork
- Prepare materials and paperwork for client meetings and in-person workshops
- Communicate with workshop attendees and help schedule appointments
- Update website event information, assist with email campaigns, and help coordinate blog content
- Upload television episodes to YouTube and support ongoing content organization
- Pre-fill paperwork for client appointments and assist with quarterly newsletter mailings
Ideal candidate
You will likely thrive here if you are organized, warm, responsive, and take pride in getting details right. You enjoy creating order, communicating clearly, and making sure nothing falls through the cracks. You do not need to be a high-pressure salesperson, but you do need to be proactive, polished, and comfortable supporting both operations and client communication.
Required qualifications
- Prior experience in administrative support, office support, client service, or operations support
- Strong phone, written, and interpersonal communication skills
- Strong organizational skills and attention to detail
- Comfort managing documents, calendars, and follow-up tasks
- Basic comfort with technology, including Microsoft Office or Google Workspace
- Ability to manage multiple priorities in a small-office environment
Preferred qualifications
- Experience in financial services, insurance, or a professional services office
- Experience with event coordination, email campaigns, or light marketing support
- Familiarity with website updates, YouTube uploads, or CRM/database work
If you are the kind of person who takes ownership, follows through, and enjoys being the steady hand behind a polished client experience, this could be a great fit.
Position Overview
Marlen, headquartered in Riverside, MO is a global leader in premium food processing technologies. Marlen’s products have long set the standard for quality and performance in vacuum stuffing and pumping, portioning, size reduction, thermal processing, and food handling. Marlen has been trusted by the world’s leading food brands for over 70 years.
The Director of Lifecycle Services is a strategic, commercially focused executive responsible for transforming aftermarket performance into a scalable, customer centric, and highly profitable growth engine. This role is accountable for the financial performance, operational excellence, customer satisfaction, and team development
ensuring that aftermarket becomes a core driver of profitable growth.
As a key member of both the Duravant Lifecycle Services leadership team and the Marlen leadership team, the Director plays a pivotal role in driving aftermarket strategy, market expansion, revenue diversification, and aligning execution across engineering, operations, sales, finance, and the Duravant enterprise.
This position oversees all commercial activities related to parts and service sales and directs all technical and administrative service operations, including installation, repair, preventive maintenance, training, warranty management, and value-add solutions delivered at customer sites.
Candidates must bring proven leadership experience, strong supervisory and project management skills, and solid familiarity with the technologies incorporated into Marlen systems.
Essential Responsibilities
Strategic Leadership & Commercial Growth
- Provide commercial leadership for all aftermarket functions, including parts sales, field service, project management, and value-added service offerings.
- Serve as a senior leader within both the Duravant Lifecycle Services and Marlen leadership teams, contributing to executive-level strategic planning and decision-making.
- Develop and execute a multi‑year aftermarket growth strategy centered on revenue expansion, margin improvement, and lifecycle value creation.
- Build a structured commercial engine including pricing strategy, disciplined margin management, and proactive campaigns for parts, service, upgrades, and rebuilds.
- Establish a customer‑centric vision that enhances responsiveness, lifecycle support, serviceability, and uptime performance.
- Lead development of new predictable revenue service offerings while conducting ongoing competitive and market analysis to guide prioritization and ensure strategic fit.
Execution Discipline & Operational Excellence
- Oversee recruitment, development, performance management, and daily operations for the Aftermarket team, ensuring adherence to Marlen and Duravant policies and procedures.
- Draft, implement, and maintain policies, processes, and performance metrics that ensure operational efficiency and a high-quality customer experience.
- Implement rigor in initiative prioritization and completion, ensuring that strategic projects are launched, progressed, monitored, and finished.
- Build and enforce disciplined processes for scheduling, installed‑base intelligence, pricing, quoting, field reporting, and KPI review.
- Improve operational results including response time, schedule adherence, first‑time fix rate, warranty cost reduction, and service profitability.
- Reinforce compliance expectations: training completion, expense reporting, AR review participation, and activity.
Product & Market Development
- Drive a culture of proactive customer engagement, rapid issue resolution, and full follow‑through
- Strengthen feedback loops to capture field learnings and translate them into engineering, quality, and product‑improvement actions.
- Partner with Sales and Marketing to build integrated go‑to‑market strategies that highlight Marlen’s lifecycle value.
Commercial Growth & Market Positioning
- Direct and coordinate promotional efforts for aftermarket products and services to expand market share, attract new customers, and strengthen competitive positioning.
- Strengthen feedback loops to capture field learnings and translate them into engineering, quality, and product‑improvement actions
- Partner with Sales and Marketing to build integrated go‑to‑market strategies that highlight Marlen’s lifecycle value.
Cross‑Functional Influence & Alignment
- Serve as the voice of the customer by facilitating cross‑functional alignment between engineering, operations, service, quality, and finance.
- Drive clear communication, transparency, and accountability to eliminate silos and build trust across the leadership team.
- Engage actively in Duravant Lifecycle Services enterprise initiatives and share best practices.
Leadership, Team Development & Culture
- Build a high‑engagement, high‑accountability service culture with clearer priorities, transparent communication, and consistent follow‑through.
- Create structured development plans, cross‑training programs, and succession readiness.
- Reduce turnover by improving leadership presence, clarity of direction, and proactive team support.
- Model mature conflict resolution, professional communication, and responsibility for resolving team issues
Position-Specific Competencies
- Technical Job Knowledge
- Strategic Commercial Leadership
- Customer Focus & Responsiveness
- Change Leadership, Execution Excellence & Prioritization
- Cross-Functional Leadership
- Facilitation Skills
- Communication Proficiency
- Teamwork, Collaboration, Leadership Presence & Trust Building
- Managerial Influence
- Comfort Working in a Matrixed Organization
- Data driven decision making
Position Requirements
- Bachelor’s degree in a technical or business discipline; MBA preferred
- 10+ years of leadership experience with proven aftermarket commercial growth results
- Experience in food processing, or field service industries preferred
- Demonstrated success creating scalable processes and improving service profitability.
- Strong track record of improving customer‑experience metrics.
- Proven ability to lead organizational change and engage cross‑functional teams
- Strong financial acumen and accountability for P&L performance
- Ability to engage effectively at all organizational levels and with customers, partners, and Duravant Operating Companies
- Strong oral and written communication skills
- Proven ability to influence, build consensus, and drive alignment across stakeholders
- Proficiency with Office 365, CRM, and ERP systems
ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on the broad spectrum of Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management. We help forward thinking clients solve problems and improve operations.
Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals globally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value.
ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies.
Job DescriptionProSidian Seeks a Administrative Support IV - Operations headquartered near CONUS - Washington, DC (Remote) to support requirements for Energy & Environmental Management Industry (Nuclear | Oil & Gas | Power & Utilities | Distribution Engineering) Sector Clients.
This CONUS - Washington, DC (Remote) | Junior Consultant - Full-Time position currently best aligns with the Administrative Support Labor Category. Ideal candidates exhibit the ability to visualize, analyze, and convert data and experiences to meet performance challenges while confidently engaging in productive \"Jugaad\" and dialogue targeting mission success. ProSidian Team Members work to provide Energy Industry (Oil & Gas / Power & Utilities) Sector related Management And Operations Consulting Solutions for Nuclear Industry Advisory and Assistance (A&A) Services Support (Support to Fuel Cycle Campaigns) Services on behalf of The US Department of Energy (DOE-ID).
Administrative Support IV - Operations (NOA051) Candidates shall work to support requirements for (Operations Services) and Provides administrative support to technical and management level personnel. Includes, but is not limited to, project administration, planning and coordination, documentation and briefing support, general office support, secretarial support, human resource support.
Examples of General Responsibilities
- Coordinates and plans project / office administration and support.
- Provides general office support, documentation support, project administration, administrative and secretarial support, and human resource support.
- Supports project financial tracking and reporting requirements including project control and account resolution
- Performs other administrative and support functions as assigned.
Administrative Level IV Candidates shall have relevant Energy & Environmental Management Industry (Nuclear | Oil & Gas | Power & Utilities | Distribution Engineering) Sector Experience particularly with background, experience, and credentials to perform Nuclear Industry Advisory and Assistance (A&A) Services Support (Support to Fuel Cycle Campaigns) for Engineering Services on behalf of clients such as U.S. Dept. Of Energy Idaho Operations Office - Nuclear Energy's (NE) Office of Fuel Cycle Technologies supplemented by a High School or Equivalent Education and 10 Yrs. - 12 Yrs. Experience.
Core CompetenciesTeamwork ability to foster teamwork collaboratively as a participant, and effectively as a team leader Leadership ability to guide and lead colleagues on projects and initiatives Business Acumen understanding and insight into how organizations perform, including business processes, data, systems, and people Communication ability to effectively communicate to stakeholders of all levels orally and in writing Motivation persistent in pursuit of quality and optimal client and company solutions Agility ability to quickly understand and transition between different projects, concepts, initiatives, or work streams Judgment exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications Organization ability to manage projects and activity, and prioritize tasks
Other RequirementsBusiness Tools understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary. Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors Curiosity the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together Humility exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference Willingness - to constantly learn, share, and grow and to view the world as their classroom
Benefits and HighlightsProSidian Employee Benefits and Highlights: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That's why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently include the following for Full Time Employees:
Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis. Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife. Group Vision Health Insurance Benefits: ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP. 401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match. Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor's appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given. Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees. Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis. Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials. ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program. Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support. Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent day care expenses on a pre-tax basis. Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only. Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability.
Remote working/work at home options are available for this role.
Role: Dining Services - Assistant Manager
Join Healthcare Services Group (HCSG) as a Dining Services Assistant Manager, supporting the dining department at a long-term care facility. At HCSG, we are passionate about positively impacting the communities we serve. If you share our commitment to excellence and enhancing customer and resident experiences, join us and make a difference!
Available Benefits for All Employees:- Free Telemedicine*
- Free Prescription Discount Program
- Free Employee Assistance Programs
- Get paid when you need it with PNC EarnedIt
- Financial Wellness Support from PNC Workplace Banking
- Hands-on-Training & Support
- Career Development
Click here for more benefits information
or copy this link: *Not available in AR.
Responsibilities:The Dining Services Assistant Manager is responsible for assisting the Dining Services Manager in overseeing the dining operations and ensuring high standards of food quality, safety, and customer service.
- Support the Dining Services Manager in managing daily dining operations, including staff supervision and training.
- Ensure compliance with dietary guidelines, food safety standards, and HCSG policies.
- Assist in maintaining accurate records of food inventory, costs, and employee schedules.
- Lead staff training sessions on food preparation, service techniques, and safety protocols.
- Communicate effectively with residents, families, and staff to enhance the dining experience.
- Conduct regular inspections of food service areas to ensure cleanliness and organization.
- Represent HCSG positively through courteous and cooperative interactions with team members, residents, and guests.
- Perform all other duties as assigned.
- High school diploma or equivalent is required
- Previous experience in food service management or a similar role is desired.
- Strong leadership and interpersonal skills with the ability to motivate and develop a team.
- Knowledge of food safety regulations and best practices in dining services.
- Basic computer skills for record-keeping and report generation.
- Must comply with COVID-19 vaccination policies.
- Ability to lift/carry a maximum of 50 pounds, push/pull a maximum of 50 pounds, and stand, bend, and walk for extended periods.
- Residency within the service area is required.
Ready to Join Us?
If you're looking for a role where you can lead with passion, drive positive change, and be part of a supportive and dedicated team, apply now and start making a difference at HCSG!
EEO Statement:HCSG is proud to be an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage employees to bring their authentic, original, and best selves to work for a culturally inclusive team. We offer equal employment opportunities (EEO) to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, genetics, ethnicity, pregnancy status, gender identity, sexual orientation, marital status, political opinions or affiliations, veteran status, or other legally protected classes. HCSG also complies with applicable state and local laws and federal law requirements that govern nondiscrimination in every location where we operate.
Client Service Representative
Location: Novato, CA (Onsite)
Employment Type: Direct Hire
Industry: Financial Services
About the Company
Our client is a well‐established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‐term relationships. Their team supports high‐net‐worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.
Position Overview
The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.
The ideal candidate is detail‐oriented, service‐driven, and thrives in a fast‐paced, highly regulated financial services environment.
Key Responsibilities
- Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
- Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
- Assist with client onboarding, account updates, and service requests
- Coordinate electronic document processing, including e‐signatures and compliance documentation
- Support advisors and operations with scheduling, Zoom meetings, and client follow‐ups
- Collaborate with internal team members to update and process client account changes
- Handle client inquiries and concerns with professionalism, initiative, and discretion
- Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation
Qualifications & Skills
- Previous experience in client service, administrative support, or account management
- Experience in wealth management, financial services, or private client environments strongly preferred
- Proficiency with CRM systems; Redtail CRM experience highly desirable
- Strong organizational and time‐management skills with the ability to prioritize effectively
- Excellent verbal and written communication skills with a strong customer‐service mindset
- High level of professionalism, discretion, and attention to detail
- Ability to work independently while collaborating in a team‐oriented office environment
- Familiarity with financial industry compliance standards is a plus
Across our growing organization, we embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs. We are deliberate and self-reflective about the kind of team and culture we are building. We look for team members that are not only strong in their own aptitudes but also who care deeply about EVERSANA, our people, clients and most importantly, the patients we serve. We are EVERSANA.
Job Description
THE POSITION:
The Manager, Operations & Data Management is responsible for the execution of key business functions within the Distribution Operations service line including order analysis and management, DEA forms processing for material movements, inventory quarantine and release via Quality Control, invoice processing for inbound, document destruction, and PO Management. The Manager leads and develops a high-performing Order & Data Management team, ensuring operational excellence through coaching, onboarding, and performance management. The position also champions compliance, client delight , and inclusive team culture, contributing to strategic initiatives and hands-on support as needed.
Essential Duties And Responsibilities
Our employees are tasked with delivering excellent business results through the efforts of their teams. These results are achieved by:
Team Leadership & Development
- Lead, coach, and develop a high-performing Operations & Data Management team, providing regular feedback, performance evaluations, and career development opportunities.
- Foster a culture of accountability, continuous learning, and collaboration.
- Ensure new team members are effectively onboarded and trained across all relevant systems and processes.
- Oversee daily operations of and client communications to ensure accuracy, timeliness, and compliance with service level agreements (SLAs).
- Monitor team workload and proactively adjust task assignments to meet volume demands and service expectations.
- Serve as the point of escalation for complex client or customer issues and ensure timely resolution.
- Partner with leadership to identify, recommend, and implement process improvements that enhance productivity, quality, and client satisfaction.
- Utilize metrics and KPIs to monitor team performance, drive operational improvements, and report progress to senior leadership.
- Lead initiatives to document, standardize, and optimize workflows, including SOPs and work instructions.
- Act as a liaison between various cross-functional teams including Distribution Operations, Supply Chain, Order to Cash, Finance, IT, Serialization, and Client Success to support seamless daily execution/escalations.
- Participate in strategic planning and special projects to support departmental and organizational goals.
- Ensure a positive client experience through consistent service delivery, proactive communication, and timely issue resolution.
- Represent in client calls or meetings as needed to address operational updates or performance discussions.
- Maintain adherence to internal controls, data accuracy standards, and regulatory compliance related to order processing and client communications.
- Monitor system and process integrity, ensuring pricing, credits, and order entry are executed without errors or delays.
- Support hands-on execution of operational tasks during peak periods or resource gaps.
- All other duties as assigned
PEOPLE LEADER
Responsibilities
People leaders must possess both the skills to effectively accomplish these tasks and the emotional intelligence to do so in alignment with our cultural values. In addition to the critical management and leadership tasks listed above, this role also includes the following unique responsibilities:
- Execute the goals established by the business and department to ensure client delight.
- Effectively delegate tasks, responsibility, and accountability to teams to ensure execution is performed to a standard of excellence.
- Lead their team and improve the quality of the departments work product.
- Assess and determine appropriate personnel and structure to accomplish necessary day-to-day functions.
- Interview, select, and supervise the activities of the department staff within the confines of stated business goals and company policies & procedures.
An individual in this position must be able to successfully perform the expectations listed above.
Qualifications
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES:
The requirements listed below are representative of the experience, education, knowledge, skill and/or abilities required.
- Bachelor’s degree or equivalent combination of education and experience.
- 7+ years of customer service experience within the healthcare or pharmaceutical industry, with a demonstrated ability to drive team performance and client satisfaction.
- Minimum of 4 year of supervisory experience, preferably in a high-volume, fast-paced environment such as a call center.
- Proven ability to interpret and apply business insights from industry publications, regulatory guidelines, and technical documentation.
- Strong analytical skills with the ability to interpret data, identify trends, and make informed decisions.
- Demonstrated problem-solving capabilities, including the ability to assess complex situations and implement effective solutions.
- Ability to lead both independently and collaboratively, fostering a high-performance team culture.
- Collaborative leadership style with a focus on cross-functional alignment and shared success.
- Exceptional verbal and written communication skills, with the ability to influence and engage stakeholders at all levels.
- Consistently presents a polished, professional image and models executive presence.
- Strong customer-centric mindset with a commitment to service excellence.
- Highly organized with the ability to manage multiple priorities and deadlines effectively.
- Dependable and accountable, with a track record of delivering results.
- Proficient in managing administrative workflows and optimizing operational processes.
- Deep understanding of customer service principles and best practices.
- Positive, energetic leadership presence that inspires and motivates teams.
- Skilled communicator who fosters clarity, alignment, and trust.
- High integrity and ethical standards; lead by example and builds credibility through actions.
Office: While performing the essential functions of this job the employee is frequently required to reach, grasp, stand and/or sit for long periods of time (up to 90% of the shift), walk, talk and hear; occasionally required to lift and/or move up to 25 pounds. The noise level in the work environment is usually moderately quiet, with frequent interruptions and multiple demands.
Additional Information
Patient Minded I act with the patient’s best interest in mind.
Client Delight I own every client experience and its impact on results.
Take Action I am empowered and hold myself accountable.
Embrace Diversity I create an environment of awareness and respect.
Grow Talent I own my development and invest in the development of others.
Win Together I passionately connect with anyone, anywhere, anytime to achieve results.
Communication Matters I speak up to create transparent, thoughtful, and timely dialogue.
Always Innovate I am bold and creative in everything I do.
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Our team is aware of recent fraudulent job offers in the market, misrepresenting EVERSANA. Recruitment fraud is a sophisticated scam commonly perpetrated through online services using fake websites, unsolicited e-mails, or even text messages claiming to be a legitimate company. Some of these scams request personal information and even payment for training or job application fees. Please know EVERSANA would never require personal information nor payment of any kind during the employment process. We respect the personal rights of all candidates looking to explore careers at EVERSANA.
EVERSANA is committed to providing competitive salaries and benefits for all employees. If this job posting includes a base salary range, it represents the low and high end of the salary range for this position and is not applicable to locations outside of the U.S. Compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). More information about EVERSANA’s benefits package can be found at /careers. EVERSANA reserves the right to modify this base salary range and benefits at any time.
From EVERSANA’s inception, Diversity, Equity & Inclusion have always been key to our success. We are an Equal Opportunity Employer, and our employees are people with different strengths, experiences, and backgrounds who share a passion for improving the lives of patients and leading innovation within the healthcare industry. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion, and many other parts of one’s identity. All of our employees’ points of view are key to our success, and inclusion is everyone's responsibility.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of EVERSANA to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for EVERSANA. The policy regarding requests for reasonable accommodations applies to all aspects of the hiring process. If reasonable accommodation is needed to participate in the interview and hiring process, please contact us at
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Check out our video on YouTube to learn more about who we are! Job Description Under the supervision of the Regional Manager and working in the general San Francisco area, the Field Services Technician (35 hours per week and benefit eligible!) is responsible for the on-going support of the Medline ReNewal Reprocessing Program to pack and ship designated medical devices as well as execute any other tasks as agreed to with the facility.
This individual will deliver prompt and excellent service to maintain and grow the program through job functions which include, but are not limited to, the following: Essential Functions: Establish and follow a regular schedule to visit the assigned facility in order to collect devices in the designated containers Coordinate the packing of devices in Medline ReNewal shipping containers (employing proper techniques to ensure safe shipment of product) Arrange for shipment of collection containers in a timely manner Update the Medline ReNewal Collection Container Locations sheet to provide an accurate record of where all containers have been placed throughout the facility Provide support to in-service sessions as directed by the assigned Account Manager Make regular rounds throughout the facility; initially to introduce self and Medline ReNewal, and eventually to help answer questions and share any staff concerns with the assigned Account Manager 100% local travel throughout San Francisco area Ensure program supplies remain stocked for use Distribute program collateral throughout the facility as directed by the assigned Account Manager Here’s some highlights of what we have to offer: Flexible Work Schedule Career Growth and Advancement Opportunities Per Diem for Daily Meals Mileage Reimbursement Cell Phone Reimbursement Company Paid Scrubs (uniforms) Qualifications: High School Diploma (GED) preferred Ability to travel locally 100% of the time around San Francisco Ability to regularly lift at least 30 pounds as a regular part of daily tasks A current valid driver’s license, vehicle insurance, clean driving record and ability to travel in own vehicle to designated facility Able to be credentialed at the highest level in order to gain admittance to all required rooms within each designated facility Good communication skills; especially on a verbal level Strong organizational skills and attention to detail to complete work tasks in a thorough manner Self-initiative and dependability to reliably perform the job in an independent setting Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
The anticipated salary range for this position: $21.75
- $31.50 Hourly The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.
Medline will not pay less than the applicable minimum wage or salary threshold.
Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.
For a more comprehensive list of our benefits please click here .
For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.
We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.
We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.
Explore our Belonging page here .
Medline Industries, LP is an equal opportunity employer.
Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
Medline Industries, LP complies with the Los Angeles County Fair Chance Ordinance for Employees (FCO) and the State of California Fair Chance Act (FCA).
In accordance with the FCO and FCA, an applicant’s criminal history will not result in automatic disqualification from employment.
Qualified applicants with arrest or conviction records will be considered for employment