<h3>Job Description</h3>
Job DescriptionDescription:Hi, we’re Actabl.
 
We’re providing better solutions for hotel companies as the world around us evolves and changes related to using technology, finding labor, and maximizing profits. Our mission is to empower the people that power hospitality. We give hoteliers actionable insights to know what to do, the tools to do it, and the visibility to know it worked. We bring together powerful hospitality tech solutions to maximize profits for more than 10,000 properties in hospitality markets around the world.
 Our Valued Behaviors
<ul>
<li>Start with People: We are in the hospitality business and hospitality starts with people. This impacts both our being and our doing.
<ul>
<li>Being: We are responsible for building relationships, earning trust, and having fun. These things are fundamental to hospitality.</li>
<li>Doing: We will succeed if we start with great people working as one team. Empower others, speak the truth with care, and go together.</li>
</ul>
</li>
<li>Demand Integrity: Be trustworthy, be ethical, and be consistent whether someone is watching or not. Demand integrity of yourself and others to build the fabric of a high-integrity organization.</li>
<li>Delight the Customer: We aim to delight our customers in the same way our customers aim to delight their guests. The question is not if completed a process or hit a metric, the question is whether or not the customer is delighted.</li>
<li>Champion Innovation: We compete in the game of change and win through innovation. Think big and then think bigger when it comes to the innovation required to tackle the problems our customers face daily. </li>
<li>Make it Happen: We show up prepared, care about the details, and follow through. Don't get distracted. Don't stop at blockers. Don't make excuses. Find a way and drive until it is done.</li>
</ul>
In this role you will:
The Customer Onboarding Specialist at Actabl plays a crucial role in the successful deployment of our solutions, ranging from assisting with initial configurations to independently managing complex implementations for key clients in our EMEA market. This individual will utilize customer requirements to configure Actabl applications, work closely with customers throughout the deployment lifecycle, and ensure a smooth transition through configuration, deployment, and hand-off activities. Responsibilities expand to include advanced configuration, client relationship management, mentorship, development of best practices, and strategic oversight of multiple projects and team members, ultimately ensuring high-quality and timely solution delivery.
 
We are especially interested in candidates with hotel operations experience, as this insight provides valuable context when supporting our hospitality customers.
 
Typical Functions:
 
Configure and deploy systems:
<ul>
<li>Perform comprehensive system setup and configuration based on client requirements and project specifications.</li>
<li>Execute accurate and efficient data loading from various sources into the system.</li>
<li>Design, develop, and implement custom reports to meet client analytical and operational needs.</li>
<li>Conduct detailed data mapping and transformation to ensure seamless integration and data integrity across systems for all implementation projects.</li>
</ul>
Support project management: 
<ul>
<li>Actively participate in customer calls and meetings alongside Project Managers to provide technical support and address client inquiries.</li>
<li>Contribute to project review sessions by offering insights into technical progress, challenges, and proposed solutions.</li>
<li>Collaborate with Project Managers to understand client expectations and translate them into actionable technical tasks.</li>
</ul>
Communicate project status: 
<ul>
<li>Maintain robust and proactive communication with Project Managers and relevant stakeholders regarding project progress, milestones, and potential roadblocks.</li>
<li>Promptly escalate any critical issues, risks, or deviations from the project plan to the Project Manager, providing clear context and proposed solutions.</li>
</ul>
Document configurations: 
<ul>
<li>Accurately and comprehensively document all custom configurations, system settings, and process flows within customer accounts.</li>
<li>Maintain detailed records of changes, updates, and specific client requirements to ensure consistency and facilitate future support.</li>
</ul>
Troubleshoot and research: 
<ul>
<li>Proactively identify and diagnose configuration problems, system malfunctions, and data discrepancies.</li>
<li>Conduct thorough research and analysis, utilizing internal knowledge bases, documentation, and external resources to identify root causes.</li>
<li>Develop and test alternative solutions, consulting with peers and subject matter experts to validate approaches before implementation.</li>
</ul>
Facilitate testing: 
<ul>
<li>Support and actively participate in business process testing (BPT) of the application to ensure functionality aligns with client requirements.</li>
<li>Collaborate with quality assurance teams to identify, report, and track defects.</li>
<li>Assist in preparing test data and executing test scripts prior to formal end-user acceptance testing (UAT).</li>
</ul>
Ensure timely delivery: 
<ul>
<li>Proactively monitor project timelines and individual task progress to ensure all components of implementation projects are completed on schedule.</li>
<li>Identify potential delays early and collaborate with the project team to mitigate risks and maintain project momentum.</li>
</ul>
Manage implementation tasks: 
<ul>
<li>Coordinate and effectively prioritize multiple implementation tasks, balancing competing demands and deadlines.</li>
<li>Develop and maintain detailed project plans, timelines, and task lists, ensuring clear accountability.</li>
<li>Regularly communicate project status, progress, and identified risks to project managers, senior management, and customers as needed, providing transparent updates.</li>
</ul>
Oversee quality assurance: 
<ul>
<li>Assist in overseeing the entire implementation process, working closely with internal teams and external customers to ensure adherence to quality standards.</li>
<li>Conduct internal reviews and validations to confirm that implemented solutions meet functional and technical specifications and deliver a high-quality end product.</li>
<li>Provide expertise and guidance to ensure best practices are followed throughout the implementation lifecycle.</li>
</ul>
Additional Responsibilities: Perform other duties as assigned to support the team and organization’s goals.
 
Requirements:Unpacking What We’re Looking For Ideal Skills &amp; Experience:
<ul>
<li>Skilled in SaaS Platform configuration and customization</li>
<li>Customer Service, technical experience, or similar experience preferred</li>
<li>2+ years knowledge of SaaS experience preferably in the hotel industry. </li>
<li>Ability to triage current work queue and prioritize accordingly</li>
<li>Experience training Customers on how to use the software, and addressing their specific business needs preferred</li>
<li>Ability to troubleshoot and diagnose issues that arise during implementation (both technical and non-technical)</li>
<li>Ability to work with customer data to ensure smooth integration and reporting, possibly using tools like Excel, BI platforms, or analytics software</li>
<li>We are especially interested in candidates with hotel operations experience, as this insight provides valuable context when supporting our hospitality customers.</li>
</ul>
 
Key Competencies:
<ul>
<li>Problem Diagnosis: Ability to troubleshoot and diagnose issues that arise during implementation (both technical and non-technical).</li>
<li>Business Process Analysis: Understanding how a customer’s workflows and processes work so you can help adapt the solution to their specific needs.</li>
<li>Data Analysis: Ability to work with customer data to ensure smooth integration and reporting, possibly using tools like Excel, BI platforms, or analytics software.</li>
<li>Understanding of software platforms: Familiarity with cloud-based software solutions and how they differ from traditional software models.</li>
<li>Configuration &amp; Customization: Experience configuring software products to meet client needs, including adjusting settings, setting up workflows, and customizing features.</li>
<li>Data Management: Skills in managing, migrating, and validating data from client systems into the software platform.</li>
<li>Customer Onboarding and Training: Experience guiding internal and external customers through the onboarding process, training them on how to use the software, and addressing their specific business needs.</li>
<li>Customer Communication: Strong verbal and written communication skills to explain complex concepts clearly to non-technical clients.</li>
<li>Customer Service Orientation: A proactive attitude toward helping internal and external customers resolve problems quickly, as well as fostering long-term customer relationships.</li>
<li>Cross-functional Collaboration: Experience working with development, sales, support, and customer success teams to ensure all aspects of the implementation are covered.</li>
<li>Industry-specific Expertise: Knowledge of the hospitality industry is beneficial to understand the customer’s pain points and operational needs, but not required.</li>
<li>Compliance &amp; Security Awareness: Familiarity with data protection regulations (e.g., GDPR, HIPAA) and best practices in software implementations that involve sensitive customer data.</li>
<li>Adaptability: Software environments are dynamic, so the ability to adapt to changing customer needs, product updates, and new challenges is essential.</li>
<li>Attention to Detail: Implementations often involve detailed configurations and data setups, requiring accuracy.</li>
<li>Time Management: Ability to handle multiple projects at once and prioritize effectively.</li>
</ul>
 
We try to be specific about the experience we believe you’ll need to have in order to be successful in this position, however, we encourage you to apply even if you don’t meet 100% of the outlined bullet points. If you are excited about innovating hospitality through technology and are a top-performing team player with a strong work ethic, we’d love to hear from you!
 
Work Environment:
This is a fully remote position and will involve 100% travel across Europe to support customers with onboarding and training. Ideally this person should be based in Europe with easy access to international airports and/or train stations. Candidates located outside of Europe will be reviewed and considered if necessary.
 Actabl Around the World:
We are a hybrid friendly workplace with our main office in lower downtown Denver and with additional office hubs located in Atlanta &amp; Tampa, and our remote based domestic &amp; international employees support our hoteliers across the globe. No matter where you live and work, you’re a valued member of the Actabl team.
 
Compensation:
Qualified candidates can expect a salary range of £35,000 - £45,000 GBP (or the equivalent in Euros or other currency of choice) depending on experience. Potential for end-of-year bonus earnings and periodic merit increases also available based on company and/or personal performance.
 Ready to Check-in to Your Next Role? If you’re excited about our mission in empowering hospitality through technology, apply to join the Actabl team today! Candidate AI Usage Policy
We are committed to fostering a hiring process that reflects each candidate’s unique skills, experience, and perspective at Actabl. To support a fair and authentic evaluation process, the use of artificial intelligence (AI) tools to generate or assist with responses is not permitted during any stage of the interview process. This includes live interviews (in-person or virtual), as well as take-home assessments, test projects, and work samples.
 Accommodation Requests
We understand that some candidates may require accommodations that involve the use of AI. If you require any accommodations during the interviewing process please contact us in advance at <a href="mailto:people-team@actabl.com" target="_blank">people-team@actabl.com</a>. We are committed to providing reasonable accommodations and ensuring that every candidate has an equitable opportunity to succeed!
 Our Nondiscrimination Promise
Actabl is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants and employees. You will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by federal, state, or local law.

Customer Onboarding Specialist - EMEA

<h3>Job Description</h3>
Job Description
Client Onboarding Specialist – Remote | AO Globe Life
Looking for a career shift where your people skills and attention to detail can shine? Join AO Globe Life as a Client Onboarding Specialist and turn your strengths into a rewarding career helping families across the country.
In this role, you’ll guide new clients through the first steps of their life insurance journey. You don’t need previous insurance experience — just a passion for service, a desire to grow, and the ability to create a great client experience.
Key Responsibilities:
<ul>
<li>
Conduct virtual onboarding sessions and ensure all documents are completed
</li>
<li>
Clearly explain policy benefits and address client questions
</li>
<li>
Provide timely follow-ups and track client progress
</li>
<li>
Collaborate with internal departments to keep onboarding seamless
</li>
</ul>
Training &amp; Development:
We don’t expect you to know it all — that’s our job. You’ll receive:
<ul>
<li>
A structured onboarding program with mentorship
</li>
<li>
Full support from leadership and peers
</li>
<li>
Weekly workshops to refine your skills and earn promotions
</li>
</ul>
Perks &amp; Benefits:
<ul>
<li>
Work from home — flexible and remote
</li>
<li>
Commission based pay
</li>
<li>
Advancement opportunities with a clear roadmap
</li>
<li>
A values-based company that puts families and team members first
</li>
</ul>
Take the next step toward a career with purpose, growth, and freedom. Apply today and start building something bigger with AO Globe Life.

Client Onboarding Specialist - Remote

<h3>Job Description</h3>
Job DescriptionAlacrity Solutions is a full end-to-end provider delivering streamlined insurance claims, repair, and recovery solutions. As one of the largest independent providers of insurance claims services in North America, we provide property, auto, heavy equipment, and casualty claims management services. Our staffing capabilities, temporary housing services, managed repair network, and subrogation services support a fully integrated solution for all your needs from first notice of loss through completion of repairs.&nbsp;By assembling the best service providers through strategic acquisitions and relying on the right talent, Alacrity Solutions provides consistent, professional, and scalable services throughout the entire claim handling and resolution process. To learn more, visit&nbsp;<a href="http://www.AlacritySolutions.com" target="_blank">www.AlacritySolutions.com</a>. &nbsp; Essential Functions (Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.)
<ul>
<li>Work with managers and RM team to onboard vendors/contingent workers</li>
<li>Manage and track documentation W-9, Personal Information, Contracts, etc.</li>
<li>Maintain vendor records in the HCM system and ERP &nbsp;</li>
<li>Support with client assignment and reporting</li>
<li>Setup and management of vendor T&amp;L</li>
<li>Ensure compliance with labor laws and company policies</li>
<li>Performs other related duties as assigned.</li>
<li>Regular and reliable attendance is an essential function of the job.</li>
</ul>
 Competencies To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<ul>
<li>
<ul>
<li>Credibility, ethical, full disclosure, and clean financial history.</li>
<li>Ability to maintain privacy and confidentiality.</li>
<li>Conscientious about timeliness of assignments and quality of work product.</li>
<li>Possess exceptional written and verbal communication skills, including ability to articulate recommendations in a concise and timely manner.</li>
<li>Able to handle multiple tasks and maintain control and order over same.</li>
<li>Exceptional work ethic.</li>
</ul>
</li>
</ul>
 Supervisory Responsibilities N/A Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This position will be in office. Physical &amp; Mental Demands The physical demands 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.
<ul>
<li>The employee must occasionally lift and/or move up to 15 pounds.</li>
<li>Specific vision abilities required by this job include close, distance and peripheral vision, depth perception and the ability to adjust focus.</li>
<li>While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk and use hands to handle or feel.</li>
<li>Ability to read, analyze, and interpret financial reports, and legal documents, respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.&nbsp;</li>
<li>Ability to work with mathematical concepts such as probability and statistical inference and apply concepts such as fractions, percentages, ratios, and proportions to practical situations.</li>
<li>Ability to define problems, collect data, establish facts, draw valid conclusions, interpret technical instructions in mathematical form and deal with abstract and concrete variables.</li>
</ul>
Starting salary range:
<ul>
<li>$28.84&nbsp;per hour</li>
</ul>
 Job Specifics:
<ul>
<li>In Office (Fishers, IN)</li>
<li>Monday through Friday</li>
</ul>
 Travel Required
<ul>
<li>None</li>
</ul>
Required Education and Experience
<ul>
<li>At least 1 years’ related experience required.</li>
<li>Intermediate to advanced computer skills.</li>
<li>Demonstrated ability to communicate clearly and efficiently in verbal and written form.</li>
<li>Excellent judgement and strong multitasking abilities.</li>
<li>Decisive and exercises good judgment under pressure.</li>
<li>Excellent communication and customer-service skills.</li>
<li>Proactive problem-solver who can research answers and resources to complete complex tasks with little assistance.</li>
<li>Consistent discretion when handling sensitive information and/or situations.</li>
</ul>
Preferred Education and Experience
<ul>
<li>UKG Ready experience</li>
<li>Previous experience in HR role, AP role, and/or Contingent staffing and support.</li>
</ul>
Additional Eligibility Requirements
<ul>
<li>N/A</li>
</ul>
Why Choose Alacrity?:
<ul>
<li>Benefits Package including: Medical, Dental, Vision, Short- and Long-Term Disability, Life Insurance, and an Employee Assistance Program</li>
<li>HSA Bank with selection of High Deductible Health Plan</li>
<li>401K plan options</li>
<li>Paid Time Off&nbsp;</li>
<li>Paid Holidays</li>
</ul>
 Affirmative Action/EEO Statement Alacrity Solutions is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, and training. Alacrity Solutions makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, please refer to our EEO policy. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. &nbsp;
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Vendor Onboarding and Support Specialist

<h3>Job Description</h3>
Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at <a href="https://www.prosperitybankusa.com/Careers" target="_blank">https://www.prosperitybankusa.com/Careers</a>. Applying through any other source may prevent Prosperity from receiving your application. 
Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. 
POSITION PURPOSE
To review, process and on-board commercial purpose loans, i.e.: commercial real estate, commercial &amp; industrial, oil &amp; gas, agriculture, and SBA and consumer mortgage.
<ul>
<li>Identifies, analyzes, and evaluates loan risks for loan documentation. </li>
<li>Trains, coaches, motivates, and promotes teamwork among a staff of on-boarding post-close processing teams.</li>
<li>Makes decisions within delegated authority from senior management team within Loan Operations</li>
<li>Leads by example.</li>
</ul>
SUPERVISORY RESPONSIBILITIES:
<ul>
<li>Trains new staff and provides assistance to current staff of commercial and consumer post-close processing team with complex loans and problem resolution.</li>
<li>Handles escalated complaints and provides problem resolution.</li>
<li>Manages daily workflow to ensure compliance with regulations and good customer service.</li>
</ul>
PERFORMANCE MEASUREMENTS
<ol>
<li>Loans are reviewed and approved in accordance with applicable legal, regulatory, and loan policy requirements and with established policies and procedures. </li>
<li>Professional business relations exist with Bank personnel. Assistance is provided as needed. </li>
<li>Required documentation is complete and accurate.</li>
<li>Maintains service level agreements.</li>
<li>Management is appropriately informed of area activities. Reports are complete and timely. </li>
</ol>
QUALIFICATIONS
EDUCATION/CERTIFICATION: High School graduate or equivalent; associate or bachelor’s degree is preferred.
REQUIRED KNOWLEDGE: Loan Document &amp; C &amp; I, Commercial and Consumer Real Estate Documentation.
EXPERIENCE REQUIRED: Time Management Skills a mustPrior experience in a financial institution helpful
HIRING RANGE GUIDANCE: Senior processor: Leadership experience in credit, loan servicing or administration operations covering 5+ years or technical expertise encompassing 7+ years or 10+ years’ experience in loan covenant perfection, borrowing base calculations, DTI and LVT ratio calculations with an emphasis of complex commercial and industrial documentation.
 Hours: Monday - Friday 8:00AM - 5:00PM. 40 hours per week.

Senior Loan On-Boarding Specialist (Full Time)

<h3>Job Description</h3>
Job Description
In-Home Onboarding Specialist
(Early-Stage Startup Role | Field-Based Home Inventory)
About Casa
Homes are people’s most treasured assets, yet owning one often feels overwhelming. Casa is reimagining homeownership with a next-generation property management platform for single-family homes. We partner exclusively with primary homeowners, helping them stay on top of maintenance, handyman visits, and vendor coordination — so they can enjoy their homes instead of stressing about them.
We’re an early-stage startup backed by leading investors, and we’re building a founding team of driven, detail-oriented people who want to grow with us.
The Role
As an In-Home Onboarding Specialist, you’ll be on the front lines of Casa’s mission — creating a complete digital profile of every home we serve. Think of it as turning a physical house into a “smart” record that our team can proactively manage.
This isn’t HR or employee onboarding. Instead, it’s home onboarding.
If you’re motivated, tech-savvy, and excited to join a fast-moving startup, this is your chance to build valuable skills, interact with high-end clients, and make a visible impact from day one.
What You’ll Do
<ul>
<li>
Visit member homes and conduct detailed room-by-room inventories
</li>
<li>
Photograph and document appliances, electronics, lighting fixtures, and other assets
</li>
<li>
Use specialized tools (3D scanner, paint scanner, floorplan apps) — training provided
</li>
<li>
Record fire safety devices, utilities, and other essential home infrastructure
</li>
<li>
Speak with homeowners to capture vendor info and service preferences
</li>
<li>
Represent Casa with professionalism, confidence, and discretion
</li>
<li>
Ensure all data is logged cleanly and accurately in our app
</li>
</ul>
What We’re Looking For
<ul>
<li>
Recent graduate or early-career professional eager to grow in a startup environment
</li>
<li>
Detail-oriented and highly organized — you notice the little things
</li>
<li>
Excellent communicator who can make homeowners feel comfortable and cared for
</li>
<li>
Tech-friendly: comfortable using iPads, cameras, and connected tools
</li>
<li>
Physically able to move through multi-level homes, carry equipment, and perform hands-on tasks
</li>
<li>
Reliable personal vehicle, valid driver’s license, and proof of insurance
</li>
<li>
Clear background check required
</li>
</ul>
Bonus Points
<ul>
<li>
Experience in hospitality, real estate, home services, property management, or inspections
</li>
<li>
Customer-facing or “white-glove” service background
</li>
</ul>
Why Join Us
<ul>
<li>
$30/hour starting rate
</li>
<li>
Flexible scheduling (20–40 hrs/week depending on your availability)
</li>
<li>
Professional training and equipment provided
</li>
<li>
Opportunity to grow as Casa scales — early hires will shape the company’s culture and processes
</li>
<li>
Work directly with a founding team at a venture-backed startup
</li>
</ul>
How to Apply
Interested? We’d love to hear from you. Apply through ZipRecruiter with your resume and a short note on why this role excites you. Highlight any experience that shows your attention to detail, professionalism, or customer-facing work.
Company DescriptionHomes are people’s most treasured assets, and yet the ownership experience sucks. We're building a next-generation, personal property manager for every single-family home to make homeownership a joy. 
<h3>Company Description</h3>
Homes are people’s most treasured assets, and yet the ownership experience sucks. We're building a next-generation, personal property manager for every single-family home to make homeownership a joy.

In-Home Onboarding Specialist

<h3>Job Description</h3>
Job DescriptionCompany Description 
With 7,000+ experts in 20 countries, Talan is a global consulting and tech group helping businesses innovate and grow through AI, Data, and Blockchain. Certified&nbsp;Great Place To Work, we’re aiming for €1B revenue by 2025.
At Talan, we believe in&nbsp;Positive Innovation&nbsp;— using technology to serve people and society.
Job Description 
Location:&nbsp;Chicago (Hybrid – at least 4 days onsite/week) Visa Sponsorship:&nbsp;We offer sponsorship under specific treaty-based U.S. work visas, including TN and E-2 (for eligible Canadian, Mexican, and French citizens). We do not support or transfer other visa types (e.g., H-1B).
We are seeking a talented Electronic Onboarding Specialist to join our team and support electronic trading solutions. The ideal candidate will bring strong brokerage industry experience, project management skills, and a solid understanding of exchange connectivity and compliance.
As part of the team, you will lead client onboarding projects, collaborate with multiple departments, and ensure seamless delivery of electronic trading capabilities. You will work closely with clients, sales, operations, and support teams to manage timelines, compliance requirements, and technical integrations.
Role and responsibilities
<ul>
<li>Serve as the primary client point of contact for electronic trading onboarding projects.</li>
<li>Coordinate with internal teams to gather requirements, propose solutions, and implement electronic trading platforms.</li>
<li>Analyze client needs (markets, trading style, connectivity) and prepare tailored project plans.</li>
<li>Oversee documentation, approvals, and exchange membership processes.</li>
<li>Conduct UAT with clients and ensure smooth handover to account management teams.</li>
<li>Brief support desks for Tier 1 client assistance readiness.</li>
<li>Identify and address compliance considerations, including Dodd-Frank regulations.</li>
<li>Ensure timely delivery, client satisfaction, and smooth transition to ongoing operations.</li>
</ul>
#LI-ASD
Qualifications 
<ul>
<li>5+ years of experience in brokerage or financial services, preferably supporting online/electronic transactions.</li>
<li>Strong knowledge of exchange connectivity (e.g., MPIDs, mnemonics) and derivatives trading.</li>
<li>Proven project management expertise, with ability to lead cross-functional initiatives.</li>
<li>Proficiency in MS Word, Excel, PowerPoint; MS Project a plus.</li>
<li>Familiarity with trading platforms such as TT, Fidessa, CQG (or similar).</li>
<li>Experience in application support, troubleshooting, software testing, and user training.</li>
<li>Excellent communication skills, with the ability to manage client expectations effectively.</li>
<li>Licenses: NFA Series 3 required; Series 7 a plus.</li>
</ul>
Company’s Benefits
At Talan, we invest in our employees' well-being and empower them with benefits, including:
<ul>
<li>401(k) retirement plan with company matching</li>
<li>15 days of paid vacation per year at hire and up to 27 according to seniority (annual untaken vacation days are cashed out)</li>
<li>8 paid holidays + 5 sick days + 2 personal days per year</li>
<li>❤️️‍Company health, dental, and vision insurance plans + FSA</li>
<li>Voluntary STD and LTD</li>
<li> Commuter/transit benefits</li>
</ul>
All your information will be kept confidential according to EEO guidelines.

Electronic Trading Onboarding Specialist

<h3>Job Description</h3>
Job Description
We are seeking a detail-oriented professional to support the onboarding and servicing of mortgage loans. This role requires a strong understanding of mortgage documentation, accurate data entry, payment application, and quality control review to ensure loans are set up and maintained with precision and compliance.
Key Responsibilities:
<ul>
<li>Review and enter data from mortgage documents to onboard new loans accurately and on time.</li>
<li>Ensure all required documents are received, properly labeled, and attached to loan files.</li>
<li>Process loan funding, including payment application, trust ledger setup, and escrow analysis.</li>
<li>Reconcile incoming title checks and wires, and apply payments accurately.</li>
<li>Conduct quality control reviews to verify accuracy of loan setup, funding details, and document filing.</li>
<li>Identify and resolve discrepancies or compliance issues in loan data and documentation.</li>
<li>Complete QC checklists and ensure all documentation meets servicing standards.</li>
<li>Communicate with clients to obtain missing documents and respond to inquiries promptly.</li>
<li>Send Welcome Letters and setup documents to borrowers and lenders.</li>
</ul>
Requirements:
<ul>
<li>Strong knowledge of mortgage loan documents and their structure.</li>
<li>High level of accuracy in data entry and financial recordkeeping.</li>
<li>Experience with payment application and escrow analysis.</li>
<li>Ability to manage multiple tasks in a fast-paced, deadline-driven environment.</li>
<li>Excellent communication, follow-up, and organizational skills.</li>
<li>Commitment to confidentiality and professionalism in all interactions.</li>
</ul>

Loan Servicing Onboarding & QC Specialist

<h3>Job Description</h3>
Who We Are:
TrustedTech is a leading Microsoft Cloud Solution Provider (CSP) specializing in Microsoft Cloud services, Microsoft perpetual licensing, and Microsoft Support Services for medium and enterprise-sized businesses. Our robust team of in-house, U.S-based Microsoft architects and engineers are certified in all 6/6 Microsoft Solutions Partner Designations in the Microsoft Cloud Partner Program.
 
Prioritizing a people-centric mission, TrustedTech has transformed the Microsoft software licensing experience, giving IT professionals complete confidence in the success of their Microsoft investment.
 
 
Overview:
We are seeking a dedicated and proactive Customer Onboarding &amp; Renewal Specialist to join our Account Management team. This individual will be the primary point of contact for new customers, guiding them through a seamless and successful onboarding experience. Additionally, this role is responsible for ensuring high customer retention by proactively managing the annual subscription renewal process. The ideal candidate is a highly organized, client-focused professional with exceptional communication skills and a passion for building lasting customer relationships.
 
 
Responsibilities:
Customer Onboarding:
<ul>
<li>Serve as the project lead for all new customer implementations, managing the end-to-end onboarding process from initial kickoff to successful go-live.</li>
<li>Collaborate with sales, product, and support teams to ensure a smooth transition and setup for new clients.</li>
<li>Conduct personalized training sessions and product walkthroughs to empower customers and drive platform adoption.</li>
<li>Monitor key performance indicators (KPIs) during the onboarding phase to identify and address potential issues early.</li>
</ul>
 
Subscription Renewals:
<ul>
<li>Proactively manage a portfolio of customer accounts to ensure timely and successful annual subscription renewals.</li>
<li>Communicate renewal timelines and terms to customers well in advance of their renewal date.</li>
<li>Identify potential at-risk accounts and work with the Account Manager to develop and execute a retention strategy.</li>
<li>Document all renewal activities and updates in the CRM system to ensure accurate reporting and forecasting.</li>
</ul>
 
Relationship Management:
<ul>
<li>Build and maintain strong, trust-based relationships with key customer stakeholders.</li>
<li>Act as a customer advocate, communicating their feedback and needs to internal teams to drive product and service improvements.</li>
<li>Identify opportunities for account expansion and collaborate with the Account Manager to explore new opportunities.</li>
</ul>
 
 
Required Skills &amp; Qualifications (must-haves):
<ul>
<li>Experience in Client-Facing Roles: 2–4 years of experience in Account Management, Customer Success, or a similar client-facing position, preferably in a B2B SaaS or technology environment.</li>
<li>Onboarding &amp; Implementation Expertise: Proven ability to manage project-based work, including customer onboarding, implementation, or training, with a track record of driving customer adoption and satisfaction.</li>
<li>Renewal &amp; Retention Skills: Demonstrated success in managing subscription renewals, mitigating churn risks, and executing proactive retention strategies.</li>
<li>Communication &amp; Relationship Building: Exceptional verbal and written communication skills, with the ability to build trust, influence stakeholders, and simplify complex concepts for customers.</li>
<li>Organizational Agility: Strong multitasking and prioritization skills with the capacity to manage a high volume of accounts while ensuring quality customer experiences.</li>
<li>Problem-Solving Mindset: Proactive, solutions-oriented approach with the ability to identify risks early and implement effective resolutions.</li>
<li>Technical Proficiency: Familiarity with CRM platforms (e.g., Salesforce, HubSpot) and project management or collaboration tools to streamline workflows and reporting.</li>
</ul>
 
 
Preferred Skills&amp; Qualifications (nice-to-haves):
<ul>
<li>Experience working in SaaS, cloud solutions, or IT services with a deep understanding of subscription-based business models.</li>
<li>Comfort in leading customer training sessions, product demos, or workshops that accelerate adoption and strengthen engagement.</li>
<li>Background in working closely with Sales, Product, and Support teams to drive alignment and customer outcomes.</li>
<li>Ability to identify opportunities to refine onboarding or renewal workflows and contribute to continuous improvement initiatives.</li>
<li>Proficiency in leveraging data and customer health metrics to forecast renewals, identify at-risk accounts, and support expansion opportunities.</li>
</ul>
 
 
Benefits:
100% HMO Healthcare Coverage (CA employees only)
PPO Healthcare Coverage
Vision and Dental Insurance
401(k) plan with a 4% match by TT
PTO + sick pay + paid holidays
Pet Insurance
Paid Parental Leave
Microsoft Reimbursement Program
Base Salary: $70K (projected OTE: $77K)
 
 
 
 
*TrustedTech is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, age, national origin, veteran status, disability, sexual orientation/gender identity, or any other characteristic protected by applicable law.*

Customer Onboarding & Renewal Specialist

<h3>Job Description</h3>
Job Description
Customer Onboarding Specialist Coppell, TX
Bachelors degree in human resources, Business Administration, or related field (or equivalent experience)., strong organizational and communication skills.
 If you post this job on a job board, please do not use company name or salary.
 Experience level: Associate Experience required: 3 Years Education level: Bachelors degree Job function: Customer Service Industry: Accounting Pay rate : View hourly payrate Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No
Start date - 12/1 or 12/8 
Contract Duration: 3 to 4 Months
This role focuses on helping new professional tax preparer clients successfully set up and use the TaxAct software suite. 
Responsibilities:
Guiding customers through initial setup and software installation.
Assisting with account creation and EFIN (Electronic Filing Identification Number) documentation uploads.
Supporting data migration from previous software providers.
Providing a positive initial experience to foster long-term customer retention.
Serving as the primary point of contact during the initial post-purchase phase.
Communicating via phone, email, and web-based tools to provide resources and documentation. 
Responsibilities:
Coordinating pre-employment paperwork and benefits enrollment.
Managing training schedules for new hires.
Ensuring compliance with company policies.
Fostering a welcoming internal environment and smooth start for new employees. 
Employees in this type of role generally need a bachelor's degree in a related field like Human Resources or Business Administration, along with must have strong organizational and communication skills.

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