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Audits live and recorded sales calls in Genesys, scores performance against quality and compliance standards, documents actionable findings, identifies agent and campaign trends, flags regulatory risks, and prepares QA reports for Sales Enablement. The role maintains audit records, supports rubric calibration and coaching initiatives, and protects sensitive consumer financial information while working onsite during sales-floor hours.

Leads financial operations covering billing, payment processing, reconciliations, refunds, chargebacks, merchant relationships, vendors, offshore teams, controls, reporting, and process automation. Oversees the Finance Manager, establishes KPIs and SLAs, improves operational scalability, resolves payment and billing issues, reduces financial leakage, and advises executive leadership on performance and process improvements.

Documents and analyzes end-to-end workflows across departments, facilitates process-mapping sessions, identifies bottlenecks and compliance risks, and recommends improvements. Creates process maps, SOPs, checklists, and job aids; defines success measures, tracks results, and supports implementation, training, and adoption. Partners with Operations, Compliance, Legal, and department leaders to reduce rework, improve cycle times, maintain quality, and meet regulatory requirements.

Provides Level 1 IT support for employees, including onboarding and offboarding, account and license administration, device setup and compliance, application and access troubleshooting, and hardware support. Manages Microsoft Entra ID, Intune, Azure Virtual Desktop, Microsoft 365, security policies, inventory, tickets, documentation, and user training. Supports compliance with WISP and IRS data protection requirements while escalating complex issues and maintaining service records.

Sales Openers will make high-volume outbound calls to qualify leads for tax relief services, ensuring smooth handoffs to sales closers and using CRM tools to document interactions.

As a Junior Client Document Specialist, you'll handle inbound and outbound calls to collect tax documents from clients, ensuring a smooth process and providing exceptional service while using your bilingual skills.

The Sales Closer role involves closing deals, managing client relationships, and working with warm leads to showcase tax solutions, requiring strong phone sales experience.

Support design, training, evaluation, deployment, and monitoring of ML models for document classification, entity extraction, and outcome prediction. Help integrate AI tools into legacy workflows, track metrics (precision/recall/accuracy), assist model versioning and logging, and collaborate across teams while gaining hands-on experience with tax-focused AI systems.

Lead and scale the Opener sales floor: hire, train, and develop managers and reps; set sales targets; design coaching, incentives, and contests; analyze performance data and partner with senior leadership on strategy and comp.

Build and maintain marketing data pipelines, replace spreadsheet workflows with structured databases, automate data cleaning/deduplication and syncing, develop AI-driven reports and dashboards, and collaborate with marketing, AdOps, and engineering to ensure reliable, unified, AI-ready marketing data.