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Most recent job postings at corpnet
via LinkedIn
posted_at: 21 days agoschedule_type: Full-timework_from_home: 1
CorpNet is aggressively hunting for ONE Sales Manager that will take our sales department to the next level.
REMOTE-FIRST: The CorpNet headquarters is located in Westlake Village, California. However, 95% of our staff works remotely across 20 different states...
You will lead a team of business filings & compliance subject matter experts who work with entrepreneurs and their professional consultants (accountants, CPAs, lawyers, & trusted advisors).
CorpNet is aggressively hunting for ONE Sales Manager that will take our sales department to the next level.
REMOTE-FIRST: The CorpNet headquarters is located in Westlake Village, California. However, 95% of our staff works remotely across 20 different states...
You will lead a team of business filings & compliance subject matter experts who work with entrepreneurs and their professional consultants (accountants, CPAs, lawyers, & trusted advisors). CorpNet provides Business Filing Services (Incorporate, Form an LLC, File an Annual Report, & Register for Payroll Taxes). Although you are not required to know our products and services on day one, we DO expect you to roll up your sleeves, dive in, and become a Business Filings Expert at the same level as your team members. We firmly believe that, as a leader, you MUST know the product as well as (or better than) your team knows it. Expertise breeds respect.
This role is ideal for a strong decision-maker who can quickly understand client needs and adapt the team to meet them. Experience managing people and supporting personal development will be a significant advantage. Your primary objective is to create a positive, supportive, and motivated culture while maintaining, and improving sales performance through the training, coaching and development of your team.
RESPONSIBILITES
Strategic Leadership
• Manage, measure, coach, and scale a growing team of (currently) 10 Account Managers, 10 Account Executives and 7 Compliance Reps
• Deliver recommendations and ensure that business plan goals (monthly, quarterly, and annual), sales and revenue projections are achieved or exceeded
• Possess strong Excel skills in Data Modeling and Pivot tables for purposes of creating and analyzing reports that provide actionable data is a MUST
• Identify, monitor, and report on KPIs
• Drive technology adoption through active engagement, monitoring, and daily coaching
• Collaborate with the CEO, Founders, VPs and functional leaders, as well as Project Managers, on operational initiatives, results, and resolution
• Provide sales leadership unique to a diverse set business filings, corporate compliance, and payroll tax registration product offerings
• Participate in setting pricing, creating bundles and promotions, and recommend any changes to maximize revenue opportunities
• Collaborate with our Marketing team to optimize marketing/sales strategies, drive traffic, increase conversions, and acquire new accounts
• Coordinate with our Marketing team to select, create and place all advertising and marketing materials
• Master CorpNet products and services: Business Filings, Compliance, and Payroll Tax Registration in all 50 states.
• Develop and maintain current knowledge of competitor policies, programs, pricing, and products, as well as consumer demographics and economic influences
• Review the creation and maintenance of all sales collateral, marketing creative, and website
Drive Results
• Influence process efficiencies across the division sales team
• Review and report your team’s key performance indicators (KPIs) and business objectives while using data to identify trends and recommend corrective action plans as necessary
• Ensure direct reports meet or exceed all quarterly and annual sales quotas
• Provide guidance, coaching and development opportunities appropriate to each direct report’s individual needs.
• Maintain account and opportunity forecasting within our internal CRM system and Salesforce to provide weekly updates to Sales Leadership
People Leadership, and Development
• Recruit, hire, evaluate, train, develop, and retain a productive and highly engaged sales team
• Build a bench of future sales leaders through skill development and creating growth opportunities within the sales organization
• Prepare, recommend and review compensation programs for sales team
• Support corporate sales training and implement regular sales training events within the division including mystery shoppers and role-playing opportunities
• Ensure each direct report fully understands and executes on CorpNet’s Consultative sales process and Brand Promise.
• Conduct weekly one-on-one meetings with direct reports
• Perform all necessary management functions, including hiring, evaluations, goal setting, and disciplinary action as required.
• Be a CorpNet Brand Champion and promote and reinforce corporate expectations for brand, culture, and performance
Qualifications
• 5+ years of outside sales management (front line) experience
• 5+ years of outside sales experience
• Strategic thinking, planning, execution, and reporting.
• Performance management experience
• Proven capability to lead, guide and/or handle change with executives across functions
• Lead with strength while motivating and coaching your team in a fast-paced, rapidly changing environment.
• Experience in leading a consultative sale process.
• Experience selling to professionals (accountants, lawyers, doctors, C-Suite executives).
• Committed to CRM principles and experienced with Salesforce CRM
• Strong Excel skills and ability to quickly crunch data and present it through data modeling and pivot tables.
• A passion for identifying KPIs, reporting, and monitoring trends as we grow together.
• Draft and implement budgets for department you control.
• Bachelor’s degree required
We’d like to hear about the change your brought to your previous org.
Required Skills/Abilities:
• Excellent, top-tier, super-impressive verbal & written communication skills, interpersonal and customer service skills, Emotional Intelligence, organizational skills and attention to detail, analytical and problem-solving skills.
• Very Strong supervisory and leadership skills.
• Proficient with Microsoft Office Suite, Excel (pivot tables and data modeling), and the various communication platforms (Teams, Slack).
• Experience in CRM principles as well as CRM workflows.
• SalesForce certifications are a PLUS.
• Strong data and reporting skills.
This role is ideal for a strong decision-maker who can quickly understand client needs and adapt the team to meet them. Experience managing people and supporting personal development will be a significant advantage.
You will work directly with the founders, C-Level executives, and various VPs of different departments.
Important ABOUT THIS CAREER.
Our company has a VERY family-oriented culture and we collaborate regularly to vet out ideas and decide the best path forward. We promote and celebrate diversity and being inclusive of everyone is an integral part of our core values.
We look forward to meeting you and to the potential of working together.
Equal Opportunity Employment
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better Show more details...
REMOTE-FIRST: The CorpNet headquarters is located in Westlake Village, California. However, 95% of our staff works remotely across 20 different states...
You will lead a team of business filings & compliance subject matter experts who work with entrepreneurs and their professional consultants (accountants, CPAs, lawyers, & trusted advisors). CorpNet provides Business Filing Services (Incorporate, Form an LLC, File an Annual Report, & Register for Payroll Taxes). Although you are not required to know our products and services on day one, we DO expect you to roll up your sleeves, dive in, and become a Business Filings Expert at the same level as your team members. We firmly believe that, as a leader, you MUST know the product as well as (or better than) your team knows it. Expertise breeds respect.
This role is ideal for a strong decision-maker who can quickly understand client needs and adapt the team to meet them. Experience managing people and supporting personal development will be a significant advantage. Your primary objective is to create a positive, supportive, and motivated culture while maintaining, and improving sales performance through the training, coaching and development of your team.
RESPONSIBILITES
Strategic Leadership
• Manage, measure, coach, and scale a growing team of (currently) 10 Account Managers, 10 Account Executives and 7 Compliance Reps
• Deliver recommendations and ensure that business plan goals (monthly, quarterly, and annual), sales and revenue projections are achieved or exceeded
• Possess strong Excel skills in Data Modeling and Pivot tables for purposes of creating and analyzing reports that provide actionable data is a MUST
• Identify, monitor, and report on KPIs
• Drive technology adoption through active engagement, monitoring, and daily coaching
• Collaborate with the CEO, Founders, VPs and functional leaders, as well as Project Managers, on operational initiatives, results, and resolution
• Provide sales leadership unique to a diverse set business filings, corporate compliance, and payroll tax registration product offerings
• Participate in setting pricing, creating bundles and promotions, and recommend any changes to maximize revenue opportunities
• Collaborate with our Marketing team to optimize marketing/sales strategies, drive traffic, increase conversions, and acquire new accounts
• Coordinate with our Marketing team to select, create and place all advertising and marketing materials
• Master CorpNet products and services: Business Filings, Compliance, and Payroll Tax Registration in all 50 states.
• Develop and maintain current knowledge of competitor policies, programs, pricing, and products, as well as consumer demographics and economic influences
• Review the creation and maintenance of all sales collateral, marketing creative, and website
Drive Results
• Influence process efficiencies across the division sales team
• Review and report your team’s key performance indicators (KPIs) and business objectives while using data to identify trends and recommend corrective action plans as necessary
• Ensure direct reports meet or exceed all quarterly and annual sales quotas
• Provide guidance, coaching and development opportunities appropriate to each direct report’s individual needs.
• Maintain account and opportunity forecasting within our internal CRM system and Salesforce to provide weekly updates to Sales Leadership
People Leadership, and Development
• Recruit, hire, evaluate, train, develop, and retain a productive and highly engaged sales team
• Build a bench of future sales leaders through skill development and creating growth opportunities within the sales organization
• Prepare, recommend and review compensation programs for sales team
• Support corporate sales training and implement regular sales training events within the division including mystery shoppers and role-playing opportunities
• Ensure each direct report fully understands and executes on CorpNet’s Consultative sales process and Brand Promise.
• Conduct weekly one-on-one meetings with direct reports
• Perform all necessary management functions, including hiring, evaluations, goal setting, and disciplinary action as required.
• Be a CorpNet Brand Champion and promote and reinforce corporate expectations for brand, culture, and performance
Qualifications
• 5+ years of outside sales management (front line) experience
• 5+ years of outside sales experience
• Strategic thinking, planning, execution, and reporting.
• Performance management experience
• Proven capability to lead, guide and/or handle change with executives across functions
• Lead with strength while motivating and coaching your team in a fast-paced, rapidly changing environment.
• Experience in leading a consultative sale process.
• Experience selling to professionals (accountants, lawyers, doctors, C-Suite executives).
• Committed to CRM principles and experienced with Salesforce CRM
• Strong Excel skills and ability to quickly crunch data and present it through data modeling and pivot tables.
• A passion for identifying KPIs, reporting, and monitoring trends as we grow together.
• Draft and implement budgets for department you control.
• Bachelor’s degree required
We’d like to hear about the change your brought to your previous org.
Required Skills/Abilities:
• Excellent, top-tier, super-impressive verbal & written communication skills, interpersonal and customer service skills, Emotional Intelligence, organizational skills and attention to detail, analytical and problem-solving skills.
• Very Strong supervisory and leadership skills.
• Proficient with Microsoft Office Suite, Excel (pivot tables and data modeling), and the various communication platforms (Teams, Slack).
• Experience in CRM principles as well as CRM workflows.
• SalesForce certifications are a PLUS.
• Strong data and reporting skills.
This role is ideal for a strong decision-maker who can quickly understand client needs and adapt the team to meet them. Experience managing people and supporting personal development will be a significant advantage.
You will work directly with the founders, C-Level executives, and various VPs of different departments.
Important ABOUT THIS CAREER.
Our company has a VERY family-oriented culture and we collaborate regularly to vet out ideas and decide the best path forward. We promote and celebrate diversity and being inclusive of everyone is an integral part of our core values.
We look forward to meeting you and to the potential of working together.
Equal Opportunity Employment
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better Show more details...
via LinkedIn
schedule_type: Full-timesalary: 110K–140K a yearwork_from_home: 1
CorpNet is searching for a proactive, skilled, talented, and ethical Corporate Controller with experience in the SaaS or Fintech industries. As our senior internal finance professional, you will work closely with the C-suite to ensure our organization’s financial well-being.
You must be a licensed CPA (or equivalent) and possess a vast knowledge of tax and finance regulations and advanced... accounting practices. You must be proactive and maintain
CorpNet is searching for a proactive, skilled, talented, and ethical Corporate Controller with experience in the SaaS or Fintech industries. As our senior internal finance professional, you will work closely with the C-suite to ensure our organization’s financial well-being.
You must be a licensed CPA (or equivalent) and possess a vast knowledge of tax and finance regulations and advanced... accounting practices. You must be proactive and maintain a high level of accuracy in your work, along with an unwavering sense of ethics and moral responsibility. Much of your efforts will involve creating new, and improving upon existing, internal financial systems.
Core Responsibilities include:
• Control & protect the money.
• Create, implement, manage, and report on controls that ensure proper accounting compliance and maximize company profitability.
• Work with internal and external bookkeepers, accountants, and other financial professionals to ensure all processes run smoothly and efficiently while increasing profitability and minimizing waste.
• Produce timely and accurate monthly financial reports, budgets, revenue/expense forecasts, and annual audits that comply with GAAP and other relevant tax regulations.
• Work with multiple departments and teams to clearly define, monitor, and manage KPIs that you will include in your reporting to relevant stakeholders with the common goal of reducing waste and increasing efficiencies.
• Eager to take on tasks beyond formal job responsibilities.
• Create, prepare, and present financial reporting packages and cross-departmental (org wide) product/performance-related KPI information and trends to various stakeholders.
• Introduce new financial technologies or programs to the organization while working within legacy systems in an effort to retire them and improve our processes.
Requirements:
• Licensed CPA in good standing (BA/BS in Accounting, Finance, Econ, or other related field required)(+MBA Preferred).
• Strong Excel skills with ability to create complex formulas, macros, pivot tables, and reports.
• Budget creation and forecasting experience.
• Proactive self-starter with strong ability to identify complex issues and resolve problems.
• Five or more years of professional accounting experience.
• Advanced understanding of finance law and regulatory requirements (ex: GAAP rules), as well as national and local tax compliance reporting.
• Working knowledge of accounting software tools including QuickBooks.
• Excellent communication skills and experience such as working directly with an executive team is required.
• Project management skills (for managing multiple projects) is required. Project Management certification is a plus.
• SaaS or Fintech industry experience a plus.
CorpNet is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
Featured Benefits:
• Medical insurance
• Vision insurance
• Dental insurance
• 401(k Show more details...
You must be a licensed CPA (or equivalent) and possess a vast knowledge of tax and finance regulations and advanced... accounting practices. You must be proactive and maintain a high level of accuracy in your work, along with an unwavering sense of ethics and moral responsibility. Much of your efforts will involve creating new, and improving upon existing, internal financial systems.
Core Responsibilities include:
• Control & protect the money.
• Create, implement, manage, and report on controls that ensure proper accounting compliance and maximize company profitability.
• Work with internal and external bookkeepers, accountants, and other financial professionals to ensure all processes run smoothly and efficiently while increasing profitability and minimizing waste.
• Produce timely and accurate monthly financial reports, budgets, revenue/expense forecasts, and annual audits that comply with GAAP and other relevant tax regulations.
• Work with multiple departments and teams to clearly define, monitor, and manage KPIs that you will include in your reporting to relevant stakeholders with the common goal of reducing waste and increasing efficiencies.
• Eager to take on tasks beyond formal job responsibilities.
• Create, prepare, and present financial reporting packages and cross-departmental (org wide) product/performance-related KPI information and trends to various stakeholders.
• Introduce new financial technologies or programs to the organization while working within legacy systems in an effort to retire them and improve our processes.
Requirements:
• Licensed CPA in good standing (BA/BS in Accounting, Finance, Econ, or other related field required)(+MBA Preferred).
• Strong Excel skills with ability to create complex formulas, macros, pivot tables, and reports.
• Budget creation and forecasting experience.
• Proactive self-starter with strong ability to identify complex issues and resolve problems.
• Five or more years of professional accounting experience.
• Advanced understanding of finance law and regulatory requirements (ex: GAAP rules), as well as national and local tax compliance reporting.
• Working knowledge of accounting software tools including QuickBooks.
• Excellent communication skills and experience such as working directly with an executive team is required.
• Project management skills (for managing multiple projects) is required. Project Management certification is a plus.
• SaaS or Fintech industry experience a plus.
CorpNet is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
Featured Benefits:
• Medical insurance
• Vision insurance
• Dental insurance
• 401(k Show more details...
via Jooble
schedule_type: Per diem
Remote Sales Development Representative (Team Lead)
The Sales Development Team Lead is responsible for driving the results of an SDR team (2-4) through recruiting, training, organizing, coordinating, measuring, coaching, problem solving, and leading. The lead will partner with management to execute company and department strategies and upholds standards to ensure that sales goals are met or... exceeded. This role requires a self-starting, proactive,
Remote Sales Development Representative (Team Lead)
The Sales Development Team Lead is responsible for driving the results of an SDR team (2-4) through recruiting, training, organizing, coordinating, measuring, coaching, problem solving, and leading. The lead will partner with management to execute company and department strategies and upholds standards to ensure that sales goals are met or... exceeded. This role requires a self-starting, proactive, results-oriented individual who is ready to move up in their career as a sales leadership professional.
Primary Duties
• Reporting to the Sales Support Leader/Sales Enablement Leader
• Build the Lead Generation effort at CorpNet. Outbound, Inbound, coordinating with marketing
• Responsible for leading and coaching our Sales Development Representatives to deliver Initial Meetings (IMs) and Sales Accepted Leads (SALs) for our Account Manager team
• Recruit & Train by identifying potential candidates, interviewing and making hiring recommendations to the Director of Sales
• Prepare and deliver comprehensive training sessions for SDR Boot Camp, weekly sessions, or ad hoc
• Provide hands-on coaching and training to SDRs including, but not limited to, workflow, prospecting, emailing, cold calling, and follow up
• Routinely monitor outbound prospecting calls, create formalized feedback and provide to SDRs to improve performance Day-to Day Management
• Resolve routine problems and act as the first point of escalation for SDRs.
• Elevate issues or questions to Sales Enablement Leader, as necessary
• Ensure SDRs are executing the job based on approved department and company policy and procedures
• Monitor KPIs daily and hold reps accountable to metrics. Identify patterns that need to be addressed and communicate concerns to Sales Enablement Leader
• Make recommendations to Supervisor regarding plans for improvement (PIPs)
• Provide input to supervisor for SDR quarterly performance reviews Lead all or portions of SDR team huddles, meetings, and training sessions
• Ensure reporting and process improvement. Identify ways to streamline workflow, improve processes or procedures, and present plans to the supervisor for input and approval
• Create reports and analyze performance data and make recommendations to management to help guide the strategic direction of the team Basic Qualifications Puts all of the Core Values into action on a daily basis
• Prove track record of performance including SAL quota attainment
• Ability to communicate convincingly and concisely with both peers and leaders
• Solid understanding of Outreach sequencing strategy
• Strong sense of urgency – we move fast around here!
Extremely organized. Able to juggle various tasks with poise and make sure our content has the appropriate level of polish.
Required Knowledge
• Previous Team Lead Experience – Knowledge of principles and procedures for personnel recruitment, selection, training, compensation.
• Lead Generation Principles
• Hot calling and Cold calling potential clients
• Provide accurate information to potential clients
• Schedule appointments
• Help increase B2B sales
• Pre-qualify potential partners for our Partner Program
• Making 75-100 outbound /contacts/dials per shift for SDRs
• Scheduling 8-10 qualified appointments per day
• Knowledge of CRM and other data management systems
• Process Improvement – Develop methods to improve communication and productivity within the Lead Generation Team and with other teams. Knowledge of business and management principles involved in strategic planning, resource allocation, leadership technique, and coordination of people and resources.
• Customer and Personal Service – Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Required Skills
• Active learning
• Active listening
• Critical thinking
• Basic Mathematics
• Reading Comprehension
• Interpersonal Communication
• Writing
• Instructing
• Negotiation
• Persuasion
• Service Orientation
• Social Perceptiveness
Education and Experience
• Previous Team Lead experience
• Experience with building a structure for Lead Generation
• Good high-speed internet and a quiet place to work as well as your own computer and headset.
• High school diploma or GED certificate accepted
• Min 2-3 years of telemarketing or sales experience
• Basic computer proficiency
• Communication skills (bilingualism a plus)
• High energy, takes initiative, motivated, go-getter, likes people
• Min 2 -3 years of customer service/Lead Generation/SDR/BDR experience
• Organized
Physical Requirements
Prolonged periods sitting at a desk and working on a computer.
Our Benefit Packages
A Hybrid Work Model
We offer remote, nationwide employment.
Great Perks & Benefits
• Unlimited paid time off
• Paid holidays
• Company paid health, dental, and vision coverage for employees and dependents
• Disability and life insurance benefits
• 401K
• Parental leave
• Military leave
• Work from home stipends
• Wellness stipends
• And more Show more details...
The Sales Development Team Lead is responsible for driving the results of an SDR team (2-4) through recruiting, training, organizing, coordinating, measuring, coaching, problem solving, and leading. The lead will partner with management to execute company and department strategies and upholds standards to ensure that sales goals are met or... exceeded. This role requires a self-starting, proactive, results-oriented individual who is ready to move up in their career as a sales leadership professional.
Primary Duties
• Reporting to the Sales Support Leader/Sales Enablement Leader
• Build the Lead Generation effort at CorpNet. Outbound, Inbound, coordinating with marketing
• Responsible for leading and coaching our Sales Development Representatives to deliver Initial Meetings (IMs) and Sales Accepted Leads (SALs) for our Account Manager team
• Recruit & Train by identifying potential candidates, interviewing and making hiring recommendations to the Director of Sales
• Prepare and deliver comprehensive training sessions for SDR Boot Camp, weekly sessions, or ad hoc
• Provide hands-on coaching and training to SDRs including, but not limited to, workflow, prospecting, emailing, cold calling, and follow up
• Routinely monitor outbound prospecting calls, create formalized feedback and provide to SDRs to improve performance Day-to Day Management
• Resolve routine problems and act as the first point of escalation for SDRs.
• Elevate issues or questions to Sales Enablement Leader, as necessary
• Ensure SDRs are executing the job based on approved department and company policy and procedures
• Monitor KPIs daily and hold reps accountable to metrics. Identify patterns that need to be addressed and communicate concerns to Sales Enablement Leader
• Make recommendations to Supervisor regarding plans for improvement (PIPs)
• Provide input to supervisor for SDR quarterly performance reviews Lead all or portions of SDR team huddles, meetings, and training sessions
• Ensure reporting and process improvement. Identify ways to streamline workflow, improve processes or procedures, and present plans to the supervisor for input and approval
• Create reports and analyze performance data and make recommendations to management to help guide the strategic direction of the team Basic Qualifications Puts all of the Core Values into action on a daily basis
• Prove track record of performance including SAL quota attainment
• Ability to communicate convincingly and concisely with both peers and leaders
• Solid understanding of Outreach sequencing strategy
• Strong sense of urgency – we move fast around here!
Extremely organized. Able to juggle various tasks with poise and make sure our content has the appropriate level of polish.
Required Knowledge
• Previous Team Lead Experience – Knowledge of principles and procedures for personnel recruitment, selection, training, compensation.
• Lead Generation Principles
• Hot calling and Cold calling potential clients
• Provide accurate information to potential clients
• Schedule appointments
• Help increase B2B sales
• Pre-qualify potential partners for our Partner Program
• Making 75-100 outbound /contacts/dials per shift for SDRs
• Scheduling 8-10 qualified appointments per day
• Knowledge of CRM and other data management systems
• Process Improvement – Develop methods to improve communication and productivity within the Lead Generation Team and with other teams. Knowledge of business and management principles involved in strategic planning, resource allocation, leadership technique, and coordination of people and resources.
• Customer and Personal Service – Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Required Skills
• Active learning
• Active listening
• Critical thinking
• Basic Mathematics
• Reading Comprehension
• Interpersonal Communication
• Writing
• Instructing
• Negotiation
• Persuasion
• Service Orientation
• Social Perceptiveness
Education and Experience
• Previous Team Lead experience
• Experience with building a structure for Lead Generation
• Good high-speed internet and a quiet place to work as well as your own computer and headset.
• High school diploma or GED certificate accepted
• Min 2-3 years of telemarketing or sales experience
• Basic computer proficiency
• Communication skills (bilingualism a plus)
• High energy, takes initiative, motivated, go-getter, likes people
• Min 2 -3 years of customer service/Lead Generation/SDR/BDR experience
• Organized
Physical Requirements
Prolonged periods sitting at a desk and working on a computer.
Our Benefit Packages
A Hybrid Work Model
We offer remote, nationwide employment.
Great Perks & Benefits
• Unlimited paid time off
• Paid holidays
• Company paid health, dental, and vision coverage for employees and dependents
• Disability and life insurance benefits
• 401K
• Parental leave
• Military leave
• Work from home stipends
• Wellness stipends
• And more Show more details...
via Salary.com
schedule_type: Full-time
Summary
We are looking for a motivated and energetic individual to join our Support Team as an Administrative Specialist Level 1. As a Level 1 Administrative Specialist, you will be an essential part of our Support Team and assist with intermediate tasks between our processing and fulfillment teams, as well as providing support between our department and other departments in the organization... Administrative Specialists can have little to no experience
Summary
We are looking for a motivated and energetic individual to join our Support Team as an Administrative Specialist Level 1. As a Level 1 Administrative Specialist, you will be an essential part of our Support Team and assist with intermediate tasks between our processing and fulfillment teams, as well as providing support between our department and other departments in the organization... Administrative Specialists can have little to no experience in the field. With a willingness to learn and an eye for detail, everything else for this position can be taught. You will have tasks and files to work on and complete daily and after being given the tools to prioritize effectively, will be expected to organize and prioritize your tasks throughout the day for maximum efficiency. This role is perfect for someone who likes to work independently but can communicate and work effectively in a team setting as well. This position is an in office, computer-based position and has some client/government agency interaction and effective communication with clients, state workers, and your coworkers is crucial to success in this position.
Duties and Responsibilities
• Manage multiple inboxes throughout the day, forwarding emails to the appropriate party and/or responding to all client or state inquiries that come in
• Review, save and upload all regular mail documents that come to us from state offices as our clients Registered Agent
• Add and remove companies to/from our Registered Agent Account and resign as Registered Agent with the Secretary of State offices as needed
• Mail out all original filed documents or regular mail documents that come into our office to the appropriate client
• Prepare mailings provided from processors and send out to the state for filing
• Open all incoming mail and packages and route them to the appropriate party
• Complete full status checks and sweeps of all orders in various statuses for our department
• Provide status updates to clients and other departments on any order in the support department at any time
Requirements
• High school diploma or GED certificate
• Excellent attention to detail
• Basic computer proficiency
• Communication skills
• Works well in team and individual settings
• Willingness to learn
• Organized
• Ability to change tasks quickly
Training and support
We have a formal onboarding program, where you’ll receive training on each of your tasks and prioritize them. You will have access to guides that are updated regularly with all the most accurate state information to assist you in completing tasks. Your Department Lead will be available for support and to answer questions as often as you need, although you will also be provided resources to research questions on your own beforehand. The department has weekly check-ins with departmental meetings and continual one-on-one training to help you improve your performance. Progress will be tracked in a number of different ways, and goals will be set based on the following:
• Hubstaff Percentages – tracks computer movement and time worked.
• Data – are documents being sent out correctly and timely? Is status being done appropriately and with precision?
• Availability – your best ability is your availability
• Efficiency – how many of your files are being completed without rejection or mistakes?
• Accountability – when errors/rejections do occur, are you taking ownership and fixing the mistake with the help of your lead?
Where will this position take you?
If you excel in this role, you will continue to move up to Administrative Specialist Level 2, and Level 3. With each level comes more responsibility and the requirement to master each task assigned to you. Targets will be set individually based on Administrative Specialist Level and one-on-one goals determined between Lead and Employee. Your level of skill, and ability to learn and adapt quickly will help you excel and move up quickly in this role.
Job Type: Full-time
Pay: $16.00 - $17.00 per hour
Benefits:
• 401(k)
• Dental insurance
• Employee discount
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
Schedule:
• 8 hour shift
Ability to commute/relocate:
• Westlake Village, CA 91361: Reliably commute or planning to relocate before starting work (Required)
Experience:
• Customer service: 2 years (Preferred)
Work Location: One location Show more details...
We are looking for a motivated and energetic individual to join our Support Team as an Administrative Specialist Level 1. As a Level 1 Administrative Specialist, you will be an essential part of our Support Team and assist with intermediate tasks between our processing and fulfillment teams, as well as providing support between our department and other departments in the organization... Administrative Specialists can have little to no experience in the field. With a willingness to learn and an eye for detail, everything else for this position can be taught. You will have tasks and files to work on and complete daily and after being given the tools to prioritize effectively, will be expected to organize and prioritize your tasks throughout the day for maximum efficiency. This role is perfect for someone who likes to work independently but can communicate and work effectively in a team setting as well. This position is an in office, computer-based position and has some client/government agency interaction and effective communication with clients, state workers, and your coworkers is crucial to success in this position.
Duties and Responsibilities
• Manage multiple inboxes throughout the day, forwarding emails to the appropriate party and/or responding to all client or state inquiries that come in
• Review, save and upload all regular mail documents that come to us from state offices as our clients Registered Agent
• Add and remove companies to/from our Registered Agent Account and resign as Registered Agent with the Secretary of State offices as needed
• Mail out all original filed documents or regular mail documents that come into our office to the appropriate client
• Prepare mailings provided from processors and send out to the state for filing
• Open all incoming mail and packages and route them to the appropriate party
• Complete full status checks and sweeps of all orders in various statuses for our department
• Provide status updates to clients and other departments on any order in the support department at any time
Requirements
• High school diploma or GED certificate
• Excellent attention to detail
• Basic computer proficiency
• Communication skills
• Works well in team and individual settings
• Willingness to learn
• Organized
• Ability to change tasks quickly
Training and support
We have a formal onboarding program, where you’ll receive training on each of your tasks and prioritize them. You will have access to guides that are updated regularly with all the most accurate state information to assist you in completing tasks. Your Department Lead will be available for support and to answer questions as often as you need, although you will also be provided resources to research questions on your own beforehand. The department has weekly check-ins with departmental meetings and continual one-on-one training to help you improve your performance. Progress will be tracked in a number of different ways, and goals will be set based on the following:
• Hubstaff Percentages – tracks computer movement and time worked.
• Data – are documents being sent out correctly and timely? Is status being done appropriately and with precision?
• Availability – your best ability is your availability
• Efficiency – how many of your files are being completed without rejection or mistakes?
• Accountability – when errors/rejections do occur, are you taking ownership and fixing the mistake with the help of your lead?
Where will this position take you?
If you excel in this role, you will continue to move up to Administrative Specialist Level 2, and Level 3. With each level comes more responsibility and the requirement to master each task assigned to you. Targets will be set individually based on Administrative Specialist Level and one-on-one goals determined between Lead and Employee. Your level of skill, and ability to learn and adapt quickly will help you excel and move up quickly in this role.
Job Type: Full-time
Pay: $16.00 - $17.00 per hour
Benefits:
• 401(k)
• Dental insurance
• Employee discount
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
Schedule:
• 8 hour shift
Ability to commute/relocate:
• Westlake Village, CA 91361: Reliably commute or planning to relocate before starting work (Required)
Experience:
• Customer service: 2 years (Preferred)
Work Location: One location Show more details...
via ZipRecruiter
schedule_type: Full-timesalary: 55K–60K a yearwork_from_home: 1
Overview:
Club Capital LLC is a rapidly growing startup CPA and bookkeeping firm specialized in the insurance industry with clients across the country. We provide a cloud-based financial infrastructure to our clients including payroll, bookkeeping, industry analytics, and tax services. Operating through the cloud for our clients, Club Capital staff work primarily remotely with our HQ in Bethesda... MD location. Staff are connected by the latest of
Overview:
Club Capital LLC is a rapidly growing startup CPA and bookkeeping firm specialized in the insurance industry with clients across the country. We provide a cloud-based financial infrastructure to our clients including payroll, bookkeeping, industry analytics, and tax services. Operating through the cloud for our clients, Club Capital staff work primarily remotely with our HQ in Bethesda... MD location. Staff are connected by the latest of IT and communications technologies (Hubspot, Slack, and Google Suite).
Our excitement is fueled by empowering our customers to achieve their full potential as small business owners and entrepreneurs. Our clients are pillars of their communities and serve a large part of the small business ecosystem that we strive to to make stronger every day..
We believe you should work alongside people who inspire you, challenge you, and push you to be the best version of yourself. Its about having the freedom to approach, own, and solve problems creatively.
Our mission is strong and our growth shows that we are making a difference in entrepreneurs' lives across the country. We are a close knit team of smart, friendly, people looking to dominate our niche industry and become the best advisors in the country for our customers. For further insight into the nature of the company go to www.club.capital.
Club Capital Tax Division
The Tax Division is responsible for the tax planning, tax compliance services, Entity Formation, and preparation and filing of individual and company tax returns exclusively for Club Capital Clients.
We ensure our clients can ditch the tax season stress, forever. Tax planning and strategy should be done throughout the year to plan proactively instead of always looking retroactively. Were a startup within a startup; a small but mighty team working cross-functionally within Club Capital.
Overview of Position:
As an Entity Formation Coordinator at Club Capital you will be responsible these 10 main responsibilities:
• Client Liaison:
• Serve as the main point of contact between clients and CorpNet.
• Establish and maintain positive relationships with clients to ensure satisfaction.
• Coordination with CorpNet:
• Collaborate with CorpNet to communicate client requirements and preferences.
• Facilitate smooth communication and information exchange between clients and CorpNet.
• Documentation Management:
• Assist clients in preparing and organizing required documentation for entity formation.
• Ensure all necessary forms and paperwork are accurately completed and submitted.
• Timely Follow-up:
• Maintain a proactive approach in following up with clients on the status of their entity formation.
• Communicate any updates or changes to clients in a timely manner.
• Training and Support:
• Provide training and support to clients on post-formation responsibilities and compliance.
• Offer ongoing assistance for any queries or challenges clients may face after entity formation.
• Issue Resolution:
• Address and resolve any concerns or issues raised by clients during the entity formation process.
• Act as a mediator between clients and CorpNet to find effective solutions.
• Continuous Improvement:
• Collect feedback from clients regarding their experience with the entity formation process.
• Identify areas for improvement and suggest enhancements to streamline operations.
• Needs Assessment:
• Conduct thorough consultations with clients to understand their business entity needs.
• Analyze and evaluate client information to determine the appropriate entity structure.
• Educational Guidance:
• Provide clear and concise information to clients regarding different business entity options.
• Educate clients on the implications and advantages of each entity type.
• Record Keeping:
• Maintain organized and detailed records of client interactions and entity formation processes.
• Ensure confidentiality and security of client information.
This position requires the ability to work in a team, have attention to detail, and be driven by tasks and results. A successful candidate will be a great communicator with clients and colleagues, a self-starter, and someone who can work at a fast pace during the busy season and deliver consistent quality work.
Requirements:
• Proficient knowledge of Business Entities and tax implications
• Knowledge of MS Office
• Good at meeting deadlines and solving problems
• Exceptional client service along with the ability to develop excellent client relationships
• Strong leadership and personnel management skills
• Strong analytical skills with detail orientation
• Preferred: BS in Accounting
Additional Information:
Salary: Competitive. Individuals are compensated commensurate with experience and productivity. All positions have both a fixed salary and a variable performance bonus tied to timely filing of client portfolio.
Benefits: Unlimited PTO (busy season restrictions), generous 401 (k) contribution, company-sponsored health insurance, wellness stipend, monthly virtual happy hours, and life, LTD, and STD insurances.
Club Capital LLC is an equal opportunity employer.
This is a remote position Show more details...
Club Capital LLC is a rapidly growing startup CPA and bookkeeping firm specialized in the insurance industry with clients across the country. We provide a cloud-based financial infrastructure to our clients including payroll, bookkeeping, industry analytics, and tax services. Operating through the cloud for our clients, Club Capital staff work primarily remotely with our HQ in Bethesda... MD location. Staff are connected by the latest of IT and communications technologies (Hubspot, Slack, and Google Suite).
Our excitement is fueled by empowering our customers to achieve their full potential as small business owners and entrepreneurs. Our clients are pillars of their communities and serve a large part of the small business ecosystem that we strive to to make stronger every day..
We believe you should work alongside people who inspire you, challenge you, and push you to be the best version of yourself. Its about having the freedom to approach, own, and solve problems creatively.
Our mission is strong and our growth shows that we are making a difference in entrepreneurs' lives across the country. We are a close knit team of smart, friendly, people looking to dominate our niche industry and become the best advisors in the country for our customers. For further insight into the nature of the company go to www.club.capital.
Club Capital Tax Division
The Tax Division is responsible for the tax planning, tax compliance services, Entity Formation, and preparation and filing of individual and company tax returns exclusively for Club Capital Clients.
We ensure our clients can ditch the tax season stress, forever. Tax planning and strategy should be done throughout the year to plan proactively instead of always looking retroactively. Were a startup within a startup; a small but mighty team working cross-functionally within Club Capital.
Overview of Position:
As an Entity Formation Coordinator at Club Capital you will be responsible these 10 main responsibilities:
• Client Liaison:
• Serve as the main point of contact between clients and CorpNet.
• Establish and maintain positive relationships with clients to ensure satisfaction.
• Coordination with CorpNet:
• Collaborate with CorpNet to communicate client requirements and preferences.
• Facilitate smooth communication and information exchange between clients and CorpNet.
• Documentation Management:
• Assist clients in preparing and organizing required documentation for entity formation.
• Ensure all necessary forms and paperwork are accurately completed and submitted.
• Timely Follow-up:
• Maintain a proactive approach in following up with clients on the status of their entity formation.
• Communicate any updates or changes to clients in a timely manner.
• Training and Support:
• Provide training and support to clients on post-formation responsibilities and compliance.
• Offer ongoing assistance for any queries or challenges clients may face after entity formation.
• Issue Resolution:
• Address and resolve any concerns or issues raised by clients during the entity formation process.
• Act as a mediator between clients and CorpNet to find effective solutions.
• Continuous Improvement:
• Collect feedback from clients regarding their experience with the entity formation process.
• Identify areas for improvement and suggest enhancements to streamline operations.
• Needs Assessment:
• Conduct thorough consultations with clients to understand their business entity needs.
• Analyze and evaluate client information to determine the appropriate entity structure.
• Educational Guidance:
• Provide clear and concise information to clients regarding different business entity options.
• Educate clients on the implications and advantages of each entity type.
• Record Keeping:
• Maintain organized and detailed records of client interactions and entity formation processes.
• Ensure confidentiality and security of client information.
This position requires the ability to work in a team, have attention to detail, and be driven by tasks and results. A successful candidate will be a great communicator with clients and colleagues, a self-starter, and someone who can work at a fast pace during the busy season and deliver consistent quality work.
Requirements:
• Proficient knowledge of Business Entities and tax implications
• Knowledge of MS Office
• Good at meeting deadlines and solving problems
• Exceptional client service along with the ability to develop excellent client relationships
• Strong leadership and personnel management skills
• Strong analytical skills with detail orientation
• Preferred: BS in Accounting
Additional Information:
Salary: Competitive. Individuals are compensated commensurate with experience and productivity. All positions have both a fixed salary and a variable performance bonus tied to timely filing of client portfolio.
Benefits: Unlimited PTO (busy season restrictions), generous 401 (k) contribution, company-sponsored health insurance, wellness stipend, monthly virtual happy hours, and life, LTD, and STD insurances.
Club Capital LLC is an equal opportunity employer.
This is a remote position Show more details...
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