Mailroom Operations Manager

Posted 3 Days Ago
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Irvine, CA, USA
In-Office
70K-77K Annually
Junior
Analytics • Financial Services
REAL solutions for REAL people
The Role
Manage high-volume mailroom and document processing operations, lead internal teams and BPO partners, implement automation, ensure IRS compliance and data security, optimize workflows, oversee shipping and filing, monitor KPIs, and drive continuous improvement and seasonal staffing.
Summary Generated by Built In
Mailroom Operations Manager
Position Summary

We are seeking a highly organized and results-driven Mailroom Operations Manager to lead our high-volume mailroom and document processing operations. This critical leadership role oversees the end-to-end management of inbound and outbound mail, tax return processing, filing, shipping, and fulfillment while driving operational excellence, automation, and compliance.

The ideal candidate is a strong people leader with deep experience managing both internal teams and outsourced BPO partners. You will play a key role in optimizing workflows, implementing automation solutions, and ensuring secure, accurate, and timely processing of sensitive client documents,especially during peak tax season.

Key Responsibilities
  • Lead all daily mailroom operations, including inbound mail processing, outbound shipping, tax return processing, document fulfillment, scanning, filing, and distribution.
  • Directly manage the Outbound Lead, Tax Return Processing & Filing Lead, mailroom associates, and outsourced BPO teams.
  • Serve as the primary owner of mailroom automation initiatives, partnering with Technology and Operations to implement and optimize automated workflows.
  • Manage performance of outsourced BPO vendors, including SLA adherence, quality control, capacity planning, and relationship management.
  • Ensure accurate, secure, and timely processing of client tax returns, IRS/state filings, and confidential documents in full compliance with IRS regulations and data security standards.
  • Monitor key metrics, dashboards, and workflow queues to proactively resolve bottlenecks and meet service level agreements (SLAs).
  • Oversee all shipping operations (overnight, certified, priority, and standard mail) with strong focus on tracking and delivery confirmation.
  • Partner cross-functionally with Tax, Compliance, Client Services, and Technology teams to resolve issues and support business deadlines.
  • Develop and maintain standard operating procedures (SOPs), quality control processes, and documentation.
  • Lead seasonal workforce planning, staffing, training, and resource allocation to handle peak volume periods.
  • Drive continuous improvement through process optimization, Lean methodologies, and automation initiatives.
  • Develop executive-level reporting and dashboards on KPIs, productivity, quality, vendor performance, and turnaround times.
  • Coach, mentor, and develop team members while building a culture of accountability, excellence, and collaboration.
  • Lead special projects to enhance scalability, efficiency, and the overall client experience.
Qualifications
  • 2+ years of operations management experience, preferably in mailroom or document processing
  • Previous experience managing both internal teams and outsourced vendors/BPO partners.
  • Strong understanding of IRS compliance, data security, and handling of sensitive tax/financial documents.
  • Proven track record implementing automation and process improvement initiatives.
  • Excellent leadership, communication, and cross-functional collaboration skills.
  • Highly organized with strong analytical and problem-solving abilities.
  • Experience with operational dashboards, KPIs, and reporting tools.
  • Ability to thrive in a fast-paced environment with seasonal volume fluctuations.
What We Offer
  • Compensation: $70,304 - $77,000 DOE 
  • Comprehensive benefits package (health, dental, vision, 401k)
  • Opportunities for growth within a rapidly expanding organization
  • Collaborative and supportive work environment

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. is an Equal Opportunity Employer. We value diversity and encourage all qualified individuals to apply.

Skills Required

  • 2+ years of operations management experience
  • Experience in mailroom or document processing
  • Experience managing internal teams and outsourced vendors/BPO partners
  • Strong understanding of IRS compliance, data security, and handling sensitive tax/financial documents
  • Proven track record implementing automation and process improvement initiatives
  • Excellent leadership, communication, and cross-functional collaboration skills
  • Highly organized with strong analytical and problem-solving abilities
  • Experience with operational dashboards, KPIs, and reporting tools
  • Ability to thrive in a fast-paced environment with seasonal volume fluctuations
Am I A Good Fit?
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The Company
HQ: Irvine, CA
293 Employees
Year Founded: 2017

What We Do

We help people with tax debt, wage garnishments, bank levies, audits and much more. Call us today for Tax Relief

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