36 Corporate Services jobs in Richfield
Manager, Customer Success - Corporate Services
Posted 8 days ago
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Job Description
**Who We Are: Wolters Kluwer: The world is a big place, find your place here. ( **RASi | Registered Agent, Incorporations, & Business License Services ( Locations:** **Contact Wolters Kluwer | Wolters Kluwer ( ?**
**Hours: 7:00 a.m. - 4:00 p.m. PST/8:00 a.m. - 5:00 p.m. CT**
**What We Offer:?**
The Manager, Customer Success role offers growth potential opportunities, professional development, an engaging small team environment, and amazing benefits.
**What You'll be Doing:**
As a Manager, Customer Success, you will oversee the day-to-day operations of a team dedicated to ensuring a seamless post-sales journey for our valued customers. By fostering robust customer relationships and promoting optimal product usage, you will play a crucial role in enhancing customer satisfaction and driving customer loyalty from day one.
**Key Tasks:?**
+ Supervise the daily activities of a team of entry-level professionals.
+ Facilitate a smooth customer onboarding process, ensuring seamless transitions.
+ Monitor customer performance and promote engagement with our products.
+ Provide ongoing assistance and support to customers post-sale.
+ Resolve customer issues and escalate complex problems as necessary.
+ Conduct regular check-ins with customers to assess satisfaction and areas for improvement.
+ Collaborate with sales and support teams to implement customer initiatives.
+ Track and report on customer health metrics.
+ Assist in training customers on product usage to maximize satisfaction.
+ Ensure implementation schedules, targets, and budgets are met per agreements.
**You're a Great Fit if You Have:**
+ **7+ years corporate services/registered agent experience** **r** **equired** **, more is preferred.**
+ **2+ years' people management experience r** **equired - Teams of 6+**
+ **Industry knowledge in all 50 states,** **including but not limited to:** **Online Secretary of State (SOS) research, i** **ncorporation/formation of business entities** **, q** **ualifications/registrations,** **r** **einstatements, dissolutions, withdrawals, and** **m** **ergers/conversion filings - R** **equired**
+ This is a working manager role - managers are targeted to spend 25-50% of their time processing work and 25-50% of their time managing; however, we are growing very fast, and managers can spend up to 95% of their time processing work.
+ Education: Bachelor's degree
+ Customer Relationship Management: Ability to manage and nurture customer relationships effectively.
+ Ability to train with our specific industry content knowledge, develop team members skills, coach team members to positive outcomes.
+ Experience with performance improvement plans and interviewing.
+ Communication: Clear and professional verbal and written communication skills.
+ Problem Solving: Capacity to identify issues and provide practical solutions promptly.
+ Project Management: Basic knowledge of managing timelines, tasks, and resources.
+ Data Tracking: Ability to use tools for tracking customer metrics.
+ Product Knowledge: Comprehensive understanding of our products/services.
+ Collaboration: Work effectively with various internal teams.
+ Adaptability: Flexibility to adjust to shifting priorities and new processes.
We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference
**Additional Information:**
Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including **Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave** . Full details of our benefits are available at Matters:** Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America's Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America's Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.
**The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They're not intended to be an exhaustive list of all duties and responsibilities and requirements.**
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Senior Associate, Corporate Tax - For Financial Services Industry (Remote Option)
Posted 7 days ago
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Join to apply for the Senior Associate, Provisions / Corporate Tax Consulting role at KPMG US
Senior Associate, Provisions / Corporate Tax Consulting6 days ago Be among the first 25 applicants
Join to apply for the Senior Associate, Provisions / Corporate Tax Consulting role at KPMG US
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At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm
KPMG is currently seeking a Senior Associate to join our Business Tax Services practice.
Responsibilities:
- Provide tax compliance and advisory services to corporations and partnerships for a variety of clients from Fortune 100 to emerging businesses
- Participate with accounting for income taxes (ASC 740) and tax provision calculations
- Work as part of a multi-disciplinary team helping to provide industry knowledge and experience
- Manage teams of tax professionals and assistants working on client projects
- Advise clients and be responsible for delivering high quality tax service and advice
- Participate in and contribute to market and business activities external to the firm; build and manage client relationships
- Minimum two years of recent corporate tax experience in an accounting firm, corporation and/or law firm
- Bachelor's degree, J.D., LL.M. in taxation and/or Master's in taxation (MST) from an accredited college/university
- Experience with corporate taxation, consolidations, partnerships and a solid knowledge of ASC 740
- Excellent advisory and compliance skills
- Excellent verbal and written communications skills and the ability to articulate complex information
- Ability to handle multiple engagements and client service teams
Follow this link to obtain salary ranges by city outside of CA:
California Salary Range: $69900 - $38200
KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function General Business
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#J-18808-LjbffrManager, Project Management Office
Posted today
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Be yourself at Protolabs. Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are an equal opportunity employer, and we are committed to building a diverse team that feels they are valued in the workplace. So do you feel you do not meet every single requirement but still intrigued? We encourage you to still apply! We do not discriminate based on race, color, national origin, sexual orientation, gender, age, mental or physical ability, or any way you represent yourself. We strongly believe diversity makes for more successful teams.
Why Protolabs? We are the leaders in digital manufacturing. We hire doers, makers, and creative thinkers who tackle our roles with an entrepreneurial spirit. Our culture is centered around meaningful work that brings new and innovative products to market at unprecedented speeds. We are a diverse team that comes from all walks of life and take pride in our team who is smart, genuine, humble, and passionate about what we do. It's our people who fuel our creativity and make our culture feel like home.
Role OverviewThis is a hybrid role based at Headquarters in Maple Plain, MN. The PMO Manager is responsible for leading and overseeing the project management team, ensuring the successful delivery of strategic projects across the organization, as well as managing multiple high-priority projects. This role involves establishing and maintaining project management standards, methodologies, and processes to enable project success and alignment with business objectives. The PMO Manager provides strategic direction, guidance, and support to project managers, fostering a culture of continuous improvement and excellence in project execution. Additionally, the position involves collaborating with senior leadership to prioritize projects, allocate resources effectively, and communicate project status, risks, and results to stakeholders. This role is pivotal in driving project efficiency, optimizing resource utilization, and ensuring that projects are delivered on time and within budget.
Key Responsibilities- Lead the PMO in establishing project management best practices and processes to ensure successful project delivery
- Collaborate with senior leadership to prioritize projects and align them with business objectives
- Directly lead and manage a team of project managers, encouraging professional growth and development within the team
- Monitor project performance metrics, ensuring projects are delivered on time, within budget, and to quality standards
- Deliver projects at an enterprise level incorporating all impacted teams, functions, and internal and external partners for comprehensive delivery
- Drive initiatives in project management processes, tools, and methodologies to continuously improve efficiency and quality of deliverables
- Communicate project updates, risks, and opportunities to stakeholders and senior leadership effectively
- Ensure that the successful delivery of projects has positive impacts on both the business goals of Protolabs as well as employee retention and well-being
- Identify potential project risks and issues, leading the development of mitigation strategies
- Ensure all project activities are compliant with company policies and industry regulations
- Foster a culture where the team is comfortable sharing mistakes and learning from them
- Provide appropriate guidance to reduce the risk of recurrence
- Remove impediments for the team, allowing them to complete tasks or achieve goals with minimal friction
- Identify skillsets needed for open positions, interview and assess candidates, provide feedback on selection, and ensure a positive and productive onboarding experience
- Meet regularly with each team member to discuss career growth and work progress
- Regularly review deliverables and provide feedback on both how items were delivered and the quality of the work
- Provide immediate and ongoing feedback highlighting valuable contributions and opportunities for improvement
- Encourage sharing of ideas to improve efficiency and effectiveness of the team
- Encourage others to do the same by fostering an environment of collaboration and innovation
- Establish team goals, standards, and objectives. Review key metrics and hold the team accountable for progress
- Undertake additional tasks as needed to support the PMO and organizational goals
Bachelor's degree in business, computer science, related field, or equivalent combination of education and experience
8+ years of direct experience managing technical and/or business projects with 3-24 months duration
Minimum of one year of direct people management experience
Experience working with multiple methodologies and processes
Experience working with a variety of software development methodologies and processes
Direct experience with the software development lifecycle
Significant, direct experience with the following activities:
- Managing complex projects consisting of multiple projects with multiple inter-dependencies
- Use of project management software tools (e.g. SmartSheet, OnePlan, MS Project, etc.)
- Creation and usage of project management artifacts/tools such as project plans, roadmaps, status updates, RAID logs
Preferred Qualifications:
- PMI certification and/or other formal project management training
- Technical understanding of websites, client-server applications, software architectures
- Working knowledge of digital manufacturing
- Familiarity with change management and business process improvement
Knowledge, Skills, and Abilities:
- Strong customer focused mindset
- Comprehensive understanding of project management and agile methodologies, with the ability to leverage multiple project methodologies concurrently
- Strong sense of accountability, taking ownership of work while seeking guidance as needed to fulfill commitments
- Ability to take decisive action, even under stressful conditions, and guide teams through change and uncertainty
- Exceptional business and technical acumen
- Strong background in developing, implementing, and sustaining best practice ways of working for the team
- Exceptional communication skills with the ability to adapt messaging based on audience needs, whether to influence, inform, or align
- Ability to engage with and manage stakeholders effectively, including C-Suite. Build healthy cross-functional relationships, facilitating conversations, and resolving disagreements through active listening and focused.
Business Operations Analyst
Posted today
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Business Operations Analyst
Location MN - Minneapolis
Job Family Business Operations Services
Apply Now (
Build the future, spark innovation and align your career with purpose.
McKinstry is innovating the waste and climate harm out of the built environment and creating lasting impact. Together, were building a thriving planet.
Buildings are a leading contributor to the climate crisis, generating nearly 40% of total global energy-related carbon emissions. Were making a lasting impact on our industry and within our communities by addressing the climate, affordability and equity crises through:
renewables and energy services
engineering and design
construction and facility services
To get where were going, we need big thinkers, problem solvers and collaborative mindsets. Does that sound like you?
The Opportunity with McKinstry
We are adding a Business Operations Analys t to our growing Midwest division to provide excellent administrative support. You will be an essential member of a warm and welcoming team, making everything run like clockwork. Additional responsibilities include:
Project Management and Process Improvement
Champion McKinstry processes and procedures to enhance business productivity.
Assist in the facilitation of annual goal planning in collaboration with the Business Unit leadership.
Participate in efforts to improve department capabilities, improve processes, and support technology projects.
Analyze data for anomalies, trends and opportunities for improvement.
Complete impact analyses for all operations improvements.
Support contract and spend management functions.
Assist in financial or data analysis work related to the Business Unit and/or the project data within the Unit.
Coordinate training for new employees within the business unit.
Schedule and support meetings as requested and ensure tracking and follow?up of resulting action items.
Take meeting notes as needed.
Work with internal stakeholders to oversee and control operating expenses.
Support the design and implementation of tools that enable the team to scale effectively, maintain high integrity of crucial infrastructure data, and solve important business problems through data analysis.
Support the development and implementation of process improvements to increase process automation and scalability.
Develop metrics and analyze trends for key takeaways to achieve business objectives and reduce operating costs.
Cross-functional Relationships & Customer Satisfaction
Develop and maintain professional internal client relationships across departments and geographies.
Participate in cross-departmental and corporate committees and teams.
Assist in gathering internal and external client insight to create process improvements.
Serve as back-up to the Lead Business Operations Specialist as needed.
Serve as back-up to other Business Operations teammates as needed.
Support efforts to ensure department goals are aligned with business unit and company goals.
Communication
Communicate and coordinate with McKinstry internal resources to meet project deliverables.
Share information and best practices with team members.
Initiate purposeful outreach and connection across departments and regions.
Perform other duties as assigned
What You Need to Succeed at Mckinstry
Experience in architecture, engineering, construction or other professional services industry preferred.
Proven leadership abilities and program/project management experience required.
Advanced business writing and editing skills required.
Demonstrable knowledge of finance and economics principals, with proven ability to analyze business performance from a cost, revenue, and margin perspective required.
Highly proficient with Microsoft products, including Word, Excel, PowerPoint and Outlook required.
Excellent knowledge of Excel functions and data analysis required.
Experience providing business support in a large organization or multi-office environment strongly preferred.
Traditional office environment (may include home office)
Minimal travel may be required for events and/or meeting coordination.
PeopleFirst Benefits
When it comes to the basics, we have you covered:
Competitive pay
401(k) with employer match and profit-sharing plan
Paid time off and holidays
Comprehensive medical, prescription, dental, and vision with low or zero deductible options and low out of pocket maximums
People come first at McKinstry, and we go beyond the basic benefits with:
Family formation benefits, including adoption and IVF assistance
Up to 16 weeks paid parental leave
Transgender inclusive benefits
Commuter benefits
Pet insurance
Building Good paid community service time
Learning and advancement opportunities via McKinstry University
McKinstry Moves onsite gyms or reimbursement for remote workers
See benefit plan documents for complete details.
If youre driven by our vision to build a thriving planet together, McKinstry is the place to build your career.
The pay range for this position is $28.00 - $45.00 per hour; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This is a non-exempt role and will be paid hourly. A bonus may be provided as part of the compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position offered. Base pay information is based on market location.
The McKinstry group of companies are equal opportunity employers. We are committed to providing equal employment opportunities to all employees and qualified applicants without regard to sex, gender identity, sexual orientation, age, race, color, creed, marital status, national origin, disability, veteran status, genetic information or any other basis protected by law. This policy applies to all terms and conditions of employment including, but not limited to employment, advancement, assignment, and training. This commitment to Equal Employment Opportunity is made equally as a social responsibility and as an economic and business necessity.
McKinstry is a drug-free workplace. Employment is?contingent upon successfully passing a pre-employment drug and alcohol test, complying with the requirements of the Immigration Reform and Control Act and a Confidentiality Agreement, in addition to successful outcomes of background and reference checks.
Applicants for this role will only be considered if they possess current US Work Authorization, and do not require employer-sponsored VISA support to begin or remain in this role.
Business Operations Specialist
Posted 6 days ago
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POSITION Overview The Business Operations Specialist plays a critical role in ensuring operational excellence and seamless customer experiences. This individual is responsible for managing the processing and fulfillment of software, service, and training orders. Ensure accuracy and compliance with internal policies. In addition to order management, the role involves maintaining and updating customer accounts, supporting billing and subscription operations. In this role you will cross-functionally resolve issues and streamline processes.POSITION OVERVIEW - The position is hybrid located in Minneapolis, MN and must be able to work in a hybrid capacity upon hire.Department FinanceReports To Business Operations ManagerEAC Contact EAC Human ResourcesLocation Minneapolis, MNResponsibilitiesResponsibilities, skills, and knowledge may be representative, but not all-inclusive of those commonly associated with the position.Order and Contract Management (Primary Focus)Review and process incoming customer orders for accuracy, completeness, and compliance with Sales and Finance guidelines.Consult with Sales on nonstandard deal structures, pricing models, and contract terms.Audit customer contracts and ensure billing systems accurately reflect all contract terms.Participate in resolving complex order issues in partnership with management.Ensure timely and accurate invoices for recurring and usage-based billing models.Maintain high data integrity across CRM systems.Finance Operations & MiscellaneousConduct credit evaluations for new and prospective customers.Set up, provision, and manage customer accounts in billing and CRM systems.Identify and implement improvements to operational workflows and system automation.Support internal audits and compliance initiatives related to contracts, billing practices, and customer data management.Assist with Accounts Receivable functions as requested.Assist with financial review and special projects as needed.Perform other duties as assigned based on company needs.QualificationsAn equivalent combination of education, training and experience will be considered.Education and ExperienceHigh school diploma or equivalent required; associate's degree or higher preferred.Minimum of 2 years of experience in a business operations or administrative role, preferably in a SaaS or IT-related environment.Technical SkillsProficiency in Microsoft Word, Excel, and Outlook.Experience with tools such as Salesforce, NetSuite, and Adaptive is strongly preferred.Comfortable working with SaaS billing, CRM, and data reporting tools.Core CompetenciesExcellent organizational skills with a strong attention to detail and accuracy.Demonstrated ability to work independently, resolve issues, and escalate appropriately when needed.Analytical thinking and experience creating or interpreting custom reports.Ability to coordinate across multiple departments and manage time-sensitive workflows.Must have excellent verbal, written, and interpersonal communication skills.Must possess good organizational skills, be able to work independently with focus and discipline to achieve the customer and company goals.Ability to perform consistently with high collaboration and output.Work EnvironmentEnvironmental or atmospheric conditions commonly associated with the performance of the functions of this job.Ability to work in a remote environment or in-office.Exposed to moderate noise levels.Physical AbilitiesPhysical abilities that are commonly associated with the performance of the functions of this job. The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.Light sedentary office work.Ability to travel to sites throughout North America as needed.Some overnight travel may be required. EEO Statement: EAC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identify or expression, or any other characteristic protected by federal, state, or local laws. Yes I am Interested! - If you are interested in this position, please submit your contact information along with your resume and the HR Representative will be in contact with you. The annual salary for this 40+ hours per week, salaried exempt position is $58,000. This is a hybrid position in Minneapolis, MN and applicant must be able to work in a hybrid position upon starting date.
Business Operations Coordinator
Posted 2 days ago
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We are looking for a detail-oriented Business Operations Coordinator to join our team in Eden Prairie, Minnesota. As part of this long-term contract position, you will play a key role in managing critical business functions and ensuring operational excellence. This role is ideal for candidates who thrive in fast-paced environments and are comfortable working with a variety of tools and technologies.
Responsibilities:
- Monitor and manage business operations to ensure accuracy and efficiency in daily tasks.
- Utilize Excel to compile, analyze, and maintain essential data and reports.
- Learn and navigate internal systems such as Advocate Central, RxClaim, and RxComet to perform work responsibilities effectively.
- Participate in virtual meetings via Zoom and Teams to collaborate with team members and stakeholders.
- Proactively address questions or concerns and communicate effectively with supervisors and colleagues.
- Perform additional hours, including overtime and occasional weekend work, during peak periods.
- Adhere to scheduled work hours and complete tasks within designated timeframes.
- Support training sessions to ensure smooth onboarding and skill development.
- Maintain focus and attention to detail while performing computer-based tasks.
- Assist in coordinating workflow during holiday periods and ensure uninterrupted business operations.
Requirements - Proven ability to maintain strong attention to detail and focus on assigned tasks.
- Basic proficiency in Excel, with experience creating and managing spreadsheets.
- Familiarity with tools such as Teams, Outlook, Word, and Zoom.
- Willingness to learn and adapt to internal systems, with training provided.
- Ability to work proactively and communicate effectively within a team environment.
- Experience in virtual collaboration settings is preferred.
- Availability to work overtime and occasional weekends as needed.
- Comfortable using a computer for long periods and participating in virtual meetings on camera. TalentMatch®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Business Operations Analyst (Salesforce)
Posted today
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At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One.
The Business Ops Analyst role provides Salesforce support to a large Sales Team within the Payments organization. The CRM Coordinator helps ensure the integrity and accuracy of Salesforce records, partners with sales leaders to optimize CRM usage, and drives continuous improvement in CRM processes. The ideal candidate will bring strong analytical skills, attention to detail, and a collaborative mindset.
Key Responsibilities- Help the sales team maintain Salesforce records with a focus on data integrity and accuracy across the sales organization.
- Provide Salesforce training for new hires, helping to ensure consistent CRM adoption and usage.
- Collaborate with the Central Salesforce team to implement improvements and monitor case progress.
- Track and manage Salesforce licenses for the division, ensuring appropriate role assignments for new hires.
- Monitor exception reports and proactively resolve anomalies in CRM data.
- Develop and maintain internal documentation, procedures, and training materials tied to the CRM.
- Manage and update the division's Salesforce SharePoint site.
- Liaise with Sales, Product, and the Reporting teams to resolve data discrepancies and support strategic initiatives.
- Proficiency in Salesforce CRM.
- An understanding of Treasury Management products and processes is not required but a plus.
- Excellent communication and documentation skills.
- Strong organizational skills with the ability to manage multiple priorities.
- Experience delivering Salesforce training to both small and large groups.
- Bachelor's degree, or equivalent work experience.
- Typically, four or more years of related experience.
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside of the location for the other days.
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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Business Operations Analyst (Salesforce)
Posted today
Job Viewed
Job Description
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
The Business Ops Analyst role provides Salesforce support to a large Sales Team within the Payments organization. The CRM Coordinator helps ensure the integrity and accuracy of Salesforce records, partners with sales leaders to optimize CRM usage, and drives continuous improvement in CRM processes. The ideal candidate will bring strong analytical skills, attention to detail, and a collaborative mindset
Key Responsibilities
Help the sales team maintain Salesforce records with a focus on data integrity and accuracy across the sales organization.
Provide Salesforce training for new hires, helping to ensure consistent CRM adoption and usage.
Collaborate with the Central Salesforce team to implement improvements and monitor case progress.
Track and manage Salesforce licenses for the division, ensuring appropriate role assignments for new hires.
Monitor exception reports and proactively resolve anomalies in CRM data.
Develop and maintain internal documentation, procedures, and training materials tied to the CRM.
Manage and update the division's Salesforce SharePoint site.
Liaise with Sales, Product, and the Reporting teams to resolve data discrepancies and support strategic initiatives.
Qualifications
Proficiency in Salesforce CRM.
An understanding of Treasury Management products and processes is not required but a plus.
Excellent communication and documentation skills.
Strong organizational skills with the ability to manage multiple priorities.
Experience delivering Salesforce training to both small and large groups.
Basic Qualifications
Bachelor's degree, or equivalent work experience
Typically, four or more years of related experience
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside of the location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $66,640.00 - $78,400.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
ISP Business Operations Consultant
Posted 1 day ago
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Job Description
Responsible for the development and execution of strategies for Integrated System Planning (ISP) Business Operations. Direct technical, budgetary, and regulatory expertise in the development and presentation of major gas and electric initiatives to e Business Operations, Operations, Business, Consultant, Regulatory, Project Management, Business Services
Business Operations Spec I
Posted 9 days ago
Job Viewed
Job Description
Job Overview
The Business Operations Specialist I, 340B is responsible for the day-to-day management of the 340B program for qualified pharmacy locations across the organization as well as external partners. This role will oversee the third party administrator TPA maintenance as appropriate to include compliance management and identify risk opportunities. Oversee TPA maintenance as appropriate. Manage compliance and opportunities.
Responsible for processes that support 340B operations
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Develop, implement and monitor systems to ensure that all infrastructure supporting the 340B program are working appropriately including
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Accountable to ensure replenishment inventory systems related to 340B are properly maintained and ensuring that prices and contracts are appropriate
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Monitor daily updates and alerts within the data and make appropriate adjustments to ensure data integrity.
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Primary liaison with pharmacies for direct purchasing account set up and ongoing maintenance
Responsible for the implementation and assessment of 340B compliant procedures
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Participate with ongoing audit, planning and monitoring efforts and processes
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Responsible for maintaining relationships with pharmacy operation partners
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Develop, implement and monitor procedures related to program management control.
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Continually evaluate program for process improvement.
Serve as a liaison with wholesale distributor, direct vendors, manufacturers, Premier, FPS Contracting & Purchasing, operations management and others
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Establish and maintain relationships with key stakeholders as necessary for program success.
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Provide verification to pricing to ensure accuracy and proper follow-up if errors are found.
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Ensure all purchasing accounts are up to date and appropriate for each site's needs.
Responsible for accounting interface and reporting related to the program
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Provide information support and entries to record the 340B savings
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Review direct invoices on a monthly basis with finance, including the costs, quantities and calculation of savings; and audit the appropriateness of purchases based on accumulated totals
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Evaluate and ensure data integrity in reports.
Provide additional support to contracting and purchasing department as assigned
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Oversee all aspects of direct purchasing as it relates to the 340B program. Ensure that site buyers are using established policies and procedures of purchasing 340B drugs from direct accounts.
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Maintain 340B catalog for direct purchases within the appropriate information management system.
Required Qualifications
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3-5 years of experience in a pharmacy setting
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Proficiency in Excel/Access
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Working knowledge of third party pay plans, working knowledge of all state and federal regulations governing the practice of pharmacy in a community pharmacy and inpatient pharmacy setting, excellent customer service skills and communication skills, proficient in the English language, demonstrated ability to manage people and time effectively, good attention to detail
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Designate licensure, registration and/or certification requirements
Preferred Qualifications
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Bachelor's degree in business, health care, or other job-related subject
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Inpatient and outpatient pharmacy operations experience
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Data analysis and presentation
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340B experience
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Contracting experience
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Pharmacy Technician MN 340B University
Benefit Overview
Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information:
Compensation Disclaimer
The posted pay range is for a 40-hour workweek (1.0 FTE). The actual rate of pay offered within this range may depend on several factors, such as FTE, skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization values pay equity and considers the internal equity of our team when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored.
EEO Statement
EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status