Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you're someone who's passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. Your internship will be at BNY Mellon in Pittsburgh. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree - You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:Finance,
07/08/2026
Full time
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you're someone who's passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. Your internship will be at BNY Mellon in Pittsburgh. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree - You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:Finance,
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you're someone who's passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. Your internship will be at BNY Mellon in Pittsburgh. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree - You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:Human Resources,
07/08/2026
Full time
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you're someone who's passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. Your internship will be at BNY Mellon in Pittsburgh. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree - You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:Human Resources,
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you're someone who's passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Morgan Stanley or Bank of America among other leading organizations in the Salt Lake City area. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree - You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year. PandoLogic. Category:General, Location:Salt Lake City, UT-84105
07/08/2026
Full time
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you're someone who's passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Morgan Stanley or Bank of America among other leading organizations in the Salt Lake City area. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree - You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year. PandoLogic. Category:General, Location:Salt Lake City, UT-84105
Description: Annual Salary:$65,000-$81,000 Annual Organizational Bonus Potential 4% Opportunity for individual bonus incentives in 2027 ORGANIZATION OVERVIEW As unapologetic promoters of Cleveland, Destination Cleveland's team works every day to attract visitors, inspire visitors and locals alike to explore and connect people to experiences that illustrate Cleveland's diversity, creativity, and contagious passion. We're in the business of equitably growing the region's economy through travel and tourism while also cultivating a passion for Greater Cleveland. As the only organization charged with marketing Cleveland outside of the region, we never stop talking about the city. We know the region inside and out. We roll up our sleeves and get the job done for The Land. We're a group of expectation-exceeding, fun-loving, innovative professionals. SUMMARY OF POSITION The Manager of Tourism Industry Relationships is responsible for building, managing, and growing relationships with small and midsize hospitality and tourism businesses across Greater Cleveland. This role focuses on engaging independent operators, new businesses and community-based organizations and businesses, particularly those with strong potential for future growth and deeper engagement. The Manager of Tourism Industry Relationships serves as a trusted consultant and primary point of contact for these businesses, helping them connect to Destination Cleveland programs, opportunities and resources. Through intentional relationship-building, this role converts initial engagement points into long-term partnership, revenue generation, and increased industry alignment. This position is relationship-driven and outcomes-focused. The Manager of Tourism Industry Relationships will work closely with the Programs Specialist and broader Destination Engagement team to ensure program participation translates into sustained industry relationships, deeper representation across hospitality & tourism industry segments and measurable impact. SUCCESS IN THIS ROLE LOOKS LIKE Strong, trust-based relationships with a diverse portfolio of small and midsize business partners Increased representation and engagement of neighborhood, cultural, and independent businesses within Destination Cleveland's hospitality & tourism industry network Measurable conversion of engagement into revenue in the form of partnership dues and advertising High satisfaction and retention within assigned accounts Consistent and strategic use of customer relationship management (CRM) data to guide decision-making and prioritize relationship management ESSENTIAL DUTIES AND RESPONSIBILITIES Relationship Management & Account Ownership Own and manage a defined portfolio of small and midsize business hospitality & tourism industry relationships. Serve as the primary point of contact at Destination Cleveland for assigned businesses, ensuring a high-touch, responsive, and relationship-centered experience. Maintain and build trust through consistent outreach, proactive communication and timely follow-through. Conduct regular check-ins (in-person, virtual, or on-site) to understand needs, challenges, and opportunities within portfolio of accounts. Maintain a deep understanding of each partner's business model, goals, and target audiences. Engagement of Hospitality & Tourism Industry Segments Priority industry segments include: Independently owned restaurants and retailers Culturally significant or neighborhood-based organizations and businesses Seasonal, pop-up, or experiential operators Tours, attractions, and experience-based businesses Actively identify and engage underrepresented hospitality & tourism industry segments to ensure equitable inclusion and participation across Destination Cleveland's network of relationships. Program-to-Partnership Conversion Strategy Partner closely with the Programs Specialist to identify businesses engaging in programs, workshops, and events. Track and manage the progression of these businesses from: Awareness to Participation to Partnership (microbusiness or entry-level partnerships, introductory advertising packages) to Growth Create tailored pathways for small and midsize business partners to scale their involvement and investment with Destination Cleveland over time. Revenue Generation & Portfolio Growth Contribute directly to team private revenue goals through: New partner acquisition Retention and renewals Consultative selling around relevant assets, projects and initiatives Balance organizational revenue goals with sensitivity to the needs and capacity of small businesses. Identify creative, accessible ways for partners to participate in revenue-generating opportunities. Community & Neighborhood Engagement Serve as a connector between Destination Cleveland and neighborhood business ecosystems. Build relationships with local business districts, chambers, merchant associations and community-based organizations. Collaborate with these community partners to: Increase awareness of Destination Cleveland offerings Strengthen local ecosystem of small and midsize business support Ensure programming reflects diverse voices and perspectives Internal Collaboration and Alignment Work cross-functionally with: Programs team (engagement + pipeline development) Marketing, content and PR teams (storytelling + visibility + media opportunities) Convention services team (alignment on referral opportunities for meetings & conventions) Share insights from partners to inform: Program development Product offerings Messaging and outreach strategies Ensure small and midsized business perspectives are represented in organizational planning. Data, CRM & Relationship Tracking Maintain accurate, real-time records of all partner interactions, opportunities, and outcomes in CRM. Work closely with the Industry Engagement Support Specialist to track key metrics including: Engagement activity Conversion rates Revenue generated Partner lifecycle stage Use data to prioritize outreach, identify gaps, and improve performance. Develop and follow standardized workflows for account management. Continuous Improvement & Strategic Input Identify areas of opportunity to leverage AI to more efficiently manage and scale the number of relationships we can manage. Identify trends in small and midsize business needs, industry gaps and engagement barriers. Recommend improvements to programs, outreach strategies, and partner offerings. Contribute to the evolution of Destination Cleveland's small and midsize business engagement model. Take on expanded or evolving responsibilities as initiatives grow over time. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. REQUIREMENTS Strong written and verbal communication skills Extremely organized and strong attention to detail Project management skills Demonstrated research and critical thinking skills Ability to thrive in a fast-paced, ever-changing environment Creativity in problem solving and solutions-oriented approach Ability to work flexible hours when required Public speaking skills EXPERIENCE AND EDUCATION Prior work experience in community partnerships and/or relevant account or relationship management experience working with small and midsized business (particularly in the hospitality & tourism industry) (3 - 5 years). Comfort and ability to leverage a human-centered approach to AI (i.e. using it as a tool, not as a replacement for engagement). General understanding of basic marketing & sales skills. Experience with consultative selling and relationship management is preferred. Bachelor's degree preferred but not required. PHYSICAL DEMANDS The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Viewing computer monitors Ability to lift to 40 pounds safely Ability to stand for long periods of time when on-site for programs & events WORK ENVIRONMENT Office environment; moderate noise. Event environment when on-site for programs & engagements. Days and hours of work are Monday through Friday, 8:30 a.m. - 5:00 p.m. Frequent travel across the City of Cleveland and throughout Cuyahoga County to meet in-person with business owners. Some weekends and evenings will be required around major event support and depending on timing for programs & engagements. Requirements: Compensation details: . click apply for full job details
07/08/2026
Full time
Description: Annual Salary:$65,000-$81,000 Annual Organizational Bonus Potential 4% Opportunity for individual bonus incentives in 2027 ORGANIZATION OVERVIEW As unapologetic promoters of Cleveland, Destination Cleveland's team works every day to attract visitors, inspire visitors and locals alike to explore and connect people to experiences that illustrate Cleveland's diversity, creativity, and contagious passion. We're in the business of equitably growing the region's economy through travel and tourism while also cultivating a passion for Greater Cleveland. As the only organization charged with marketing Cleveland outside of the region, we never stop talking about the city. We know the region inside and out. We roll up our sleeves and get the job done for The Land. We're a group of expectation-exceeding, fun-loving, innovative professionals. SUMMARY OF POSITION The Manager of Tourism Industry Relationships is responsible for building, managing, and growing relationships with small and midsize hospitality and tourism businesses across Greater Cleveland. This role focuses on engaging independent operators, new businesses and community-based organizations and businesses, particularly those with strong potential for future growth and deeper engagement. The Manager of Tourism Industry Relationships serves as a trusted consultant and primary point of contact for these businesses, helping them connect to Destination Cleveland programs, opportunities and resources. Through intentional relationship-building, this role converts initial engagement points into long-term partnership, revenue generation, and increased industry alignment. This position is relationship-driven and outcomes-focused. The Manager of Tourism Industry Relationships will work closely with the Programs Specialist and broader Destination Engagement team to ensure program participation translates into sustained industry relationships, deeper representation across hospitality & tourism industry segments and measurable impact. SUCCESS IN THIS ROLE LOOKS LIKE Strong, trust-based relationships with a diverse portfolio of small and midsize business partners Increased representation and engagement of neighborhood, cultural, and independent businesses within Destination Cleveland's hospitality & tourism industry network Measurable conversion of engagement into revenue in the form of partnership dues and advertising High satisfaction and retention within assigned accounts Consistent and strategic use of customer relationship management (CRM) data to guide decision-making and prioritize relationship management ESSENTIAL DUTIES AND RESPONSIBILITIES Relationship Management & Account Ownership Own and manage a defined portfolio of small and midsize business hospitality & tourism industry relationships. Serve as the primary point of contact at Destination Cleveland for assigned businesses, ensuring a high-touch, responsive, and relationship-centered experience. Maintain and build trust through consistent outreach, proactive communication and timely follow-through. Conduct regular check-ins (in-person, virtual, or on-site) to understand needs, challenges, and opportunities within portfolio of accounts. Maintain a deep understanding of each partner's business model, goals, and target audiences. Engagement of Hospitality & Tourism Industry Segments Priority industry segments include: Independently owned restaurants and retailers Culturally significant or neighborhood-based organizations and businesses Seasonal, pop-up, or experiential operators Tours, attractions, and experience-based businesses Actively identify and engage underrepresented hospitality & tourism industry segments to ensure equitable inclusion and participation across Destination Cleveland's network of relationships. Program-to-Partnership Conversion Strategy Partner closely with the Programs Specialist to identify businesses engaging in programs, workshops, and events. Track and manage the progression of these businesses from: Awareness to Participation to Partnership (microbusiness or entry-level partnerships, introductory advertising packages) to Growth Create tailored pathways for small and midsize business partners to scale their involvement and investment with Destination Cleveland over time. Revenue Generation & Portfolio Growth Contribute directly to team private revenue goals through: New partner acquisition Retention and renewals Consultative selling around relevant assets, projects and initiatives Balance organizational revenue goals with sensitivity to the needs and capacity of small businesses. Identify creative, accessible ways for partners to participate in revenue-generating opportunities. Community & Neighborhood Engagement Serve as a connector between Destination Cleveland and neighborhood business ecosystems. Build relationships with local business districts, chambers, merchant associations and community-based organizations. Collaborate with these community partners to: Increase awareness of Destination Cleveland offerings Strengthen local ecosystem of small and midsize business support Ensure programming reflects diverse voices and perspectives Internal Collaboration and Alignment Work cross-functionally with: Programs team (engagement + pipeline development) Marketing, content and PR teams (storytelling + visibility + media opportunities) Convention services team (alignment on referral opportunities for meetings & conventions) Share insights from partners to inform: Program development Product offerings Messaging and outreach strategies Ensure small and midsized business perspectives are represented in organizational planning. Data, CRM & Relationship Tracking Maintain accurate, real-time records of all partner interactions, opportunities, and outcomes in CRM. Work closely with the Industry Engagement Support Specialist to track key metrics including: Engagement activity Conversion rates Revenue generated Partner lifecycle stage Use data to prioritize outreach, identify gaps, and improve performance. Develop and follow standardized workflows for account management. Continuous Improvement & Strategic Input Identify areas of opportunity to leverage AI to more efficiently manage and scale the number of relationships we can manage. Identify trends in small and midsize business needs, industry gaps and engagement barriers. Recommend improvements to programs, outreach strategies, and partner offerings. Contribute to the evolution of Destination Cleveland's small and midsize business engagement model. Take on expanded or evolving responsibilities as initiatives grow over time. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. REQUIREMENTS Strong written and verbal communication skills Extremely organized and strong attention to detail Project management skills Demonstrated research and critical thinking skills Ability to thrive in a fast-paced, ever-changing environment Creativity in problem solving and solutions-oriented approach Ability to work flexible hours when required Public speaking skills EXPERIENCE AND EDUCATION Prior work experience in community partnerships and/or relevant account or relationship management experience working with small and midsized business (particularly in the hospitality & tourism industry) (3 - 5 years). Comfort and ability to leverage a human-centered approach to AI (i.e. using it as a tool, not as a replacement for engagement). General understanding of basic marketing & sales skills. Experience with consultative selling and relationship management is preferred. Bachelor's degree preferred but not required. PHYSICAL DEMANDS The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Viewing computer monitors Ability to lift to 40 pounds safely Ability to stand for long periods of time when on-site for programs & events WORK ENVIRONMENT Office environment; moderate noise. Event environment when on-site for programs & engagements. Days and hours of work are Monday through Friday, 8:30 a.m. - 5:00 p.m. Frequent travel across the City of Cleveland and throughout Cuyahoga County to meet in-person with business owners. Some weekends and evenings will be required around major event support and depending on timing for programs & engagements. Requirements: Compensation details: . click apply for full job details
Hinderliter de Llamas & Associates
Brea, California
Company Overview The HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. We are regarded as a leader, occupying a specific niche in the financial services sector and serving over 600 local governments nationwide. Leveraging our talented team of professionals, along with leading edge software and database systems, HdL discovery efforts have recovered over $3 billion for our local government partners. Core Values HdL team members individually and collectively aspire to the following core values: Deliver Excellence In Everything - We anticipate needs and believe that delivering extraordinary service, inside and outside our organization, is key to our success. We passionately pursue excellence in everything we do. Do The Right Thing - We always act in the best interests of our company and our clients. We are respectful, have high integrity, and are accountable for our actions. Foster Relationships - We build lasting relationships based on trust with our teams and our clients. We value collaboration toward our common goals and inspire each other to improve and progress. Give Generously - We give generously of our time and resources with our teammates, clients and communities. We impart information for best practices, encourage professional development, and support charitable community organizations. Enjoy The Journey - We enjoy our journey and enthusiastically celebrate our successes. We have fun and find fulfillment working with our colleagues and clients. Be Authentic, Grateful, and Humble - We are thankful for the success we have achieved individually and as a company and never take it for granted. Location Profile We offer a flexible work environment that allows our employees to collaborate across offices and remote teams. All new hires must complete an introductory period after which 2 days per week are required in the office, other days may be remote. This role is based in our Brea, CA location. Position Overview The Tax Specialist I is an entry-level role responsible for assisting with generating sales and use tax audit leads. The primary focus is to review sales tax data to verify accuracy and identify opportunities for client revenue recovery or enhancement. This role also conducts field canvasses when onboarding new clients. The position involves working closely with team members and is designed to build foundational knowledge in California sales tax reporting regulations. This is a direct revenue generating position reporting to the Audit Services Supervisor. Job Responsibilities Learn basic tools and techniques to identify registration errors and simple sales tax reporting issues. Review California Department of Tax and Fee Administration (CDTFA) registration data under the guidance of senior team members to confirm that it accurately reflects where companies are operating and/or engaging in taxable sales activity. Cross-reference data from multiple sources including city business license files, telephone directories, individual company websites, business journals, social media, and Google. Develop a strong working knowledge of California sales tax reporting regulations and guidelines. Develop a strong understanding of the team's standard operating procedures. Performs field canvass of all commercial areas within the boundaries of a new client agency to obtain an accurate, real-time inventory of local business activity. Document research and findings within the company's propriety software application. Clearly and concisely articulate recovery opportunities. Meet productivity and accuracy goals while being guided by senior team members. Skills and Qualifications Communication skills: Able to communicate clearly and professionally, both verbally and in writing, with team members. Research & analytical skills: Capable of conducting basic research to identify inconsistencies between multiple datasets. Computer skills: Comfortable using standard office software, including Microsoft Office; capable of learning a variety of software programs including HdL sales and property tax applications. Receptiveness to feedback: Open to constructive feedback and demonstrates a willingness to learn and grow. Teamwork: Works well within a team, taking direction from senior team members and contributing positively to the overall team dynamic. Driver record: Clean DMV record, reliable car, current proof of insurance Education and Experience High school diploma or equivalent is required. An associate degree or coursework in accounting, finance, business administration, or a related field is preferred. 1-2 years of experience in data analysis, research, or a related field is preferred. Experience in working with financial or business data in a professional setting is advantageous. Familiarity with sales and use tax concepts, or experience in a government agency or consulting environment, is advantageous but not required. Prior experience conducting field research or canvassing is a plus. Compensation The starting base salary for this Brea, CA position is expected to be between $24.00 to $28 per hour. Actual salary will be determined based on skills, experience (to the extent relevant) and other job-related factors, consistent with applicable law. Benefits Competitive Base Pay Opportunity to participate in 401k Medical, Dental, Vision, Life/AD&D, LTD and Employee Assistance Program Paid time off for Vacation, Sick and Holidays Employee Stock Ownership Plan (learn more about the HdL ESOP at: ) Compensation details: 24-28 Hourly Wage PI114534d258a1-4109
07/07/2026
Full time
Company Overview The HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. We are regarded as a leader, occupying a specific niche in the financial services sector and serving over 600 local governments nationwide. Leveraging our talented team of professionals, along with leading edge software and database systems, HdL discovery efforts have recovered over $3 billion for our local government partners. Core Values HdL team members individually and collectively aspire to the following core values: Deliver Excellence In Everything - We anticipate needs and believe that delivering extraordinary service, inside and outside our organization, is key to our success. We passionately pursue excellence in everything we do. Do The Right Thing - We always act in the best interests of our company and our clients. We are respectful, have high integrity, and are accountable for our actions. Foster Relationships - We build lasting relationships based on trust with our teams and our clients. We value collaboration toward our common goals and inspire each other to improve and progress. Give Generously - We give generously of our time and resources with our teammates, clients and communities. We impart information for best practices, encourage professional development, and support charitable community organizations. Enjoy The Journey - We enjoy our journey and enthusiastically celebrate our successes. We have fun and find fulfillment working with our colleagues and clients. Be Authentic, Grateful, and Humble - We are thankful for the success we have achieved individually and as a company and never take it for granted. Location Profile We offer a flexible work environment that allows our employees to collaborate across offices and remote teams. All new hires must complete an introductory period after which 2 days per week are required in the office, other days may be remote. This role is based in our Brea, CA location. Position Overview The Tax Specialist I is an entry-level role responsible for assisting with generating sales and use tax audit leads. The primary focus is to review sales tax data to verify accuracy and identify opportunities for client revenue recovery or enhancement. This role also conducts field canvasses when onboarding new clients. The position involves working closely with team members and is designed to build foundational knowledge in California sales tax reporting regulations. This is a direct revenue generating position reporting to the Audit Services Supervisor. Job Responsibilities Learn basic tools and techniques to identify registration errors and simple sales tax reporting issues. Review California Department of Tax and Fee Administration (CDTFA) registration data under the guidance of senior team members to confirm that it accurately reflects where companies are operating and/or engaging in taxable sales activity. Cross-reference data from multiple sources including city business license files, telephone directories, individual company websites, business journals, social media, and Google. Develop a strong working knowledge of California sales tax reporting regulations and guidelines. Develop a strong understanding of the team's standard operating procedures. Performs field canvass of all commercial areas within the boundaries of a new client agency to obtain an accurate, real-time inventory of local business activity. Document research and findings within the company's propriety software application. Clearly and concisely articulate recovery opportunities. Meet productivity and accuracy goals while being guided by senior team members. Skills and Qualifications Communication skills: Able to communicate clearly and professionally, both verbally and in writing, with team members. Research & analytical skills: Capable of conducting basic research to identify inconsistencies between multiple datasets. Computer skills: Comfortable using standard office software, including Microsoft Office; capable of learning a variety of software programs including HdL sales and property tax applications. Receptiveness to feedback: Open to constructive feedback and demonstrates a willingness to learn and grow. Teamwork: Works well within a team, taking direction from senior team members and contributing positively to the overall team dynamic. Driver record: Clean DMV record, reliable car, current proof of insurance Education and Experience High school diploma or equivalent is required. An associate degree or coursework in accounting, finance, business administration, or a related field is preferred. 1-2 years of experience in data analysis, research, or a related field is preferred. Experience in working with financial or business data in a professional setting is advantageous. Familiarity with sales and use tax concepts, or experience in a government agency or consulting environment, is advantageous but not required. Prior experience conducting field research or canvassing is a plus. Compensation The starting base salary for this Brea, CA position is expected to be between $24.00 to $28 per hour. Actual salary will be determined based on skills, experience (to the extent relevant) and other job-related factors, consistent with applicable law. Benefits Competitive Base Pay Opportunity to participate in 401k Medical, Dental, Vision, Life/AD&D, LTD and Employee Assistance Program Paid time off for Vacation, Sick and Holidays Employee Stock Ownership Plan (learn more about the HdL ESOP at: ) Compensation details: 24-28 Hourly Wage PI114534d258a1-4109
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you're someone who's passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Greater Boston area. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree - You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:Human Resources,
07/03/2026
Full time
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you're someone who's passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Greater Boston area. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelor's degree - You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:Human Resources,
The International Trade Compliance Manager (ITCM) will provide subject matter expertise on all import and export compliance matters, ensuring Ace Hardware follows trade laws and regulations. Provides support and oversight to documentation, customs classification, and management of Ace Hardware's import broker. Provide direct leadership to 3 team members. Manage daily import operations while providing tactical and strategic support, analysis, and reporting. The ITCM will have the Import Compliance Specialist reporting directly to them. The Import Compliance Manager will also lead CTPAT, ISA, First Sale Duty Drawback, and all other programs related to compliance, while also managing Ace Hardware's relationship with US Customs and Border Protection. The ITCM will also provide strategic leadership on current and future product and category compliance requirements for export around the world supporting Ace International. In this capacity they will be responsible for understanding international trade compliance and/or country specific import/export compliance requirements and be able to develop clear benchmarks and processes required to meet these standards. The individual will be communicating with AIH team (Oak Brook, China, and Global Sales teams) regarding documentation and requirements to achieve these country specific compliance requirements and meet international trade regulation. The individual will maintain processes and policies that support the collection, accessibility, and communication of the category compliance documentation and retention. What you will do: Management of Daily Operations: Serve as a liaison for broker and suppliers to resolve import compliance issue and ensure shipments are delivered timely. Assist with new item additions and product maintenance of trade data, as needed. Act as back-up to assist with product classification, for US Import and Export. Assists with educating Ace Hardware Suppliers with Trade Data and US and all other Government compliance. Oversee the filing of all AES for export shipments. What you will need: Ensure Ace Hardware's Compliance to Trade Regulations Minimize exposure to governmental penalties by ensuring compliance with US Customs and Border Protection and other government agencies' laws and regulations. Work closely with Customs officials to request Binding Rulings, respond to requests information (CF28 and CF29) and obtain guidance on port regulations. Assist with post-entry audits to proactively prohibit penalties for non-compliance. Maintain Import Compliance Manual on an annual basis. Drive international trade compliance excellence in accordance with country specific regulations pertaining to global trade and ensuring compliance with corporate, group and divisional policies. Strategic Support: Optimize efficiency of import logistics and supply chain by resolving compliance matters. Manage special project/requests for import/export teams and internal/external legal counsel relating to CBP and associated laws and regulations. Support International Leadership team with projects as needed. Support the growth of multiple international teams and programs in over 69 import countries. Act as an advisor and liaison on behalf of the AIH retailer, working closely with site leadership and program managers on applicable trade compliance matters. Ensure International standards for global highly regulated commodities, chemical, water, gas and electric for testing, packaging, and shipping requirements are adhere Cargo Security/C-TPAT: Act as subject matter expert to CTPAT. Ensure service vendors meet requirements to maintain Ace's Tier 3 ranking, and that processes are in place and followed relating to International Transportation and Customs Brokerage. Integral component on company's cross functional CTPAT team. ISA Program: Work with outside council to maintain current ISA program and annual audit. Long-term develop practice to bring management of ISA in house. Work cross-functionally throughout Ace Hardware to ensure compliance to program. Management: Work closely with Director of International Logistics and Compliance to ensure all matters related to trade compliance as communicated and addressed cross functionally throughout Ace Hardware. Manage the performance and professional development of 3 direct reports. Team may grow as business needs change. Knowledge, Experience, and Competencies: Ace Competencies Product Review - For testing. Regulations, and restrictions for intercountry importing/exporting and sale requirement. Strategic thinking - Ability to envision, create and present strategy trade barriers in additional options to drive disruptive wholesale and/or retail growth. Leadership - Demonstrated and active leadership across the organization, vendors, and retailers as authority in respective category. Superior problem-solving skills. Negotiation skills - Superior negotiation skills with proven results leveraging company scale, business drivers, and strategies Presentation skills - Ability to plan, assemble and present with excellence strategy, execution, and updates to leadership, across the organization, vendors, and retailers Knowledge and Experience: 7+ years' experience with logistics, customs brokerage, international trade documents, Harmonized Tariff Classification, and U.S. Customs and Border Protection and foreign compliance, including 2 years in leadership Demonstrated ability to lead, influence and manage both internal and external partners to drive common goals and strategy and achieve continued improvements, results, and successes. Ability to think strategically and cast a vision coupled with a realistic mission Must understand different countries and their cultural challenges along with proven ability to work cross-functionally with internal departments Knowledge and ability to lead CTPAT and ISA program. Licenses Customs Broker required. Bachelor's Degree preferred. Excellent written and verbal communications. High level of initiative, flexibility, organization and team orientation. Fluent in English both written and spoken; second language of Spanish or Mandarin, a plus. Must be a team player with the ability to collaborate with internal and external business partners WORK AUTHORIZATION: This position is not eligible for employment visa sponsorship now or in the future. Compensation Details: $137700 - $175600 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Ace is different. These things are important to us. They represent our commitment to the company, our employees, to Ace retailers and to the Ace brand. In addition to providing our employees a great culture, Ace also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (company growth over the past 5 years resulted in incentives being paid out at an average of 122% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year in addition to quarterly contributions and annual discretionary contribution (once eligibility requirements have been met). Over the past 5 years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 10% of total eligible compensation Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Company Car, phone and fuel card are provided for field-based positions Your career at Ace is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Ace Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why Ace holds frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness . click apply for full job details
07/02/2026
Full time
The International Trade Compliance Manager (ITCM) will provide subject matter expertise on all import and export compliance matters, ensuring Ace Hardware follows trade laws and regulations. Provides support and oversight to documentation, customs classification, and management of Ace Hardware's import broker. Provide direct leadership to 3 team members. Manage daily import operations while providing tactical and strategic support, analysis, and reporting. The ITCM will have the Import Compliance Specialist reporting directly to them. The Import Compliance Manager will also lead CTPAT, ISA, First Sale Duty Drawback, and all other programs related to compliance, while also managing Ace Hardware's relationship with US Customs and Border Protection. The ITCM will also provide strategic leadership on current and future product and category compliance requirements for export around the world supporting Ace International. In this capacity they will be responsible for understanding international trade compliance and/or country specific import/export compliance requirements and be able to develop clear benchmarks and processes required to meet these standards. The individual will be communicating with AIH team (Oak Brook, China, and Global Sales teams) regarding documentation and requirements to achieve these country specific compliance requirements and meet international trade regulation. The individual will maintain processes and policies that support the collection, accessibility, and communication of the category compliance documentation and retention. What you will do: Management of Daily Operations: Serve as a liaison for broker and suppliers to resolve import compliance issue and ensure shipments are delivered timely. Assist with new item additions and product maintenance of trade data, as needed. Act as back-up to assist with product classification, for US Import and Export. Assists with educating Ace Hardware Suppliers with Trade Data and US and all other Government compliance. Oversee the filing of all AES for export shipments. What you will need: Ensure Ace Hardware's Compliance to Trade Regulations Minimize exposure to governmental penalties by ensuring compliance with US Customs and Border Protection and other government agencies' laws and regulations. Work closely with Customs officials to request Binding Rulings, respond to requests information (CF28 and CF29) and obtain guidance on port regulations. Assist with post-entry audits to proactively prohibit penalties for non-compliance. Maintain Import Compliance Manual on an annual basis. Drive international trade compliance excellence in accordance with country specific regulations pertaining to global trade and ensuring compliance with corporate, group and divisional policies. Strategic Support: Optimize efficiency of import logistics and supply chain by resolving compliance matters. Manage special project/requests for import/export teams and internal/external legal counsel relating to CBP and associated laws and regulations. Support International Leadership team with projects as needed. Support the growth of multiple international teams and programs in over 69 import countries. Act as an advisor and liaison on behalf of the AIH retailer, working closely with site leadership and program managers on applicable trade compliance matters. Ensure International standards for global highly regulated commodities, chemical, water, gas and electric for testing, packaging, and shipping requirements are adhere Cargo Security/C-TPAT: Act as subject matter expert to CTPAT. Ensure service vendors meet requirements to maintain Ace's Tier 3 ranking, and that processes are in place and followed relating to International Transportation and Customs Brokerage. Integral component on company's cross functional CTPAT team. ISA Program: Work with outside council to maintain current ISA program and annual audit. Long-term develop practice to bring management of ISA in house. Work cross-functionally throughout Ace Hardware to ensure compliance to program. Management: Work closely with Director of International Logistics and Compliance to ensure all matters related to trade compliance as communicated and addressed cross functionally throughout Ace Hardware. Manage the performance and professional development of 3 direct reports. Team may grow as business needs change. Knowledge, Experience, and Competencies: Ace Competencies Product Review - For testing. Regulations, and restrictions for intercountry importing/exporting and sale requirement. Strategic thinking - Ability to envision, create and present strategy trade barriers in additional options to drive disruptive wholesale and/or retail growth. Leadership - Demonstrated and active leadership across the organization, vendors, and retailers as authority in respective category. Superior problem-solving skills. Negotiation skills - Superior negotiation skills with proven results leveraging company scale, business drivers, and strategies Presentation skills - Ability to plan, assemble and present with excellence strategy, execution, and updates to leadership, across the organization, vendors, and retailers Knowledge and Experience: 7+ years' experience with logistics, customs brokerage, international trade documents, Harmonized Tariff Classification, and U.S. Customs and Border Protection and foreign compliance, including 2 years in leadership Demonstrated ability to lead, influence and manage both internal and external partners to drive common goals and strategy and achieve continued improvements, results, and successes. Ability to think strategically and cast a vision coupled with a realistic mission Must understand different countries and their cultural challenges along with proven ability to work cross-functionally with internal departments Knowledge and ability to lead CTPAT and ISA program. Licenses Customs Broker required. Bachelor's Degree preferred. Excellent written and verbal communications. High level of initiative, flexibility, organization and team orientation. Fluent in English both written and spoken; second language of Spanish or Mandarin, a plus. Must be a team player with the ability to collaborate with internal and external business partners WORK AUTHORIZATION: This position is not eligible for employment visa sponsorship now or in the future. Compensation Details: $137700 - $175600 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Ace is different. These things are important to us. They represent our commitment to the company, our employees, to Ace retailers and to the Ace brand. In addition to providing our employees a great culture, Ace also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (company growth over the past 5 years resulted in incentives being paid out at an average of 122% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year in addition to quarterly contributions and annual discretionary contribution (once eligibility requirements have been met). Over the past 5 years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 10% of total eligible compensation Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Company Car, phone and fuel card are provided for field-based positions Your career at Ace is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Ace Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why Ace holds frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness . click apply for full job details
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Life, Annuity, and Health Service Specialist, you will support company goals to become the financial services provider of choice and ensure financial security for our members by building relationships when assisting members with life, annuity, and health product or service requests and acquisition. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule. This position will be based in the Phoenix, AZ campus. Relocation assistance is not available for this position. What you'll do: Acquires and applies foundational knowledge of complex life insurance, health insurance, and annuity products to assist with member requests and policy changes across channels while delivering on our service excellence commitments. Asks questions to understand member's service request, discover key information and life events to understand the member need, and documents relevant information. Utilizes the tools and resources available to process transactions accurately and compliantly to create exceptional member service experiences while minimizing transfers, escalations, and call backs with assistance as needed. Recognizes member cues and opportunities to meet the member's needs through additional products or services and motivates member to act on recommendation(s). Overcomes objections using basic sales techniques and developing persuasion skills. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Up to 1 year of relevant customer service or sales experience. Ability to prioritize and multi-task, including navigating through multiple business applications, including a Windows operating system. Strong interpersonal and communication skills. Successful completion of a job-related assessment may be required. Experience acquiring and applying new concepts and information. What sets you apart: At least 6 months of Life Insurance and/or Annuity Service experience Bachelor's degree in Accounting, Finance, or General Business (or related) from an accredited university. Current Group 1 Life/Health License 2+ years of customer contact experience in a call center environment where multi-tasking is required. Experience cross selling or up-selling products US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $43,680.00 - $59,980.00 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
06/30/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Life, Annuity, and Health Service Specialist, you will support company goals to become the financial services provider of choice and ensure financial security for our members by building relationships when assisting members with life, annuity, and health product or service requests and acquisition. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule. This position will be based in the Phoenix, AZ campus. Relocation assistance is not available for this position. What you'll do: Acquires and applies foundational knowledge of complex life insurance, health insurance, and annuity products to assist with member requests and policy changes across channels while delivering on our service excellence commitments. Asks questions to understand member's service request, discover key information and life events to understand the member need, and documents relevant information. Utilizes the tools and resources available to process transactions accurately and compliantly to create exceptional member service experiences while minimizing transfers, escalations, and call backs with assistance as needed. Recognizes member cues and opportunities to meet the member's needs through additional products or services and motivates member to act on recommendation(s). Overcomes objections using basic sales techniques and developing persuasion skills. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Up to 1 year of relevant customer service or sales experience. Ability to prioritize and multi-task, including navigating through multiple business applications, including a Windows operating system. Strong interpersonal and communication skills. Successful completion of a job-related assessment may be required. Experience acquiring and applying new concepts and information. What sets you apart: At least 6 months of Life Insurance and/or Annuity Service experience Bachelor's degree in Accounting, Finance, or General Business (or related) from an accredited university. Current Group 1 Life/Health License 2+ years of customer contact experience in a call center environment where multi-tasking is required. Experience cross selling or up-selling products US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $43,680.00 - $59,980.00 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
