401(k) Compliance Client Service Manager

Who We Are:Sequoia is a dynamic strategic partner dedicated to empowering investor-backed organizations of all sizes to realize their business objectives through optimized people spending. With over 24 years of experience, we have steered some of the most innovative companies in successfully managing growth and maximizing their global workforce investments. Our expert advisory team, combined with an integrated platform, enables clients to enhance business outcomes via comprehensive compensation and benefits strategies, improving executive decision-making, managing costs, safeguarding the business, and enriching the employee experience. Discover more at Sequoia.com or connect with us on LinkedIn.In our rapidly growing environment, we are seeking a Client Solutions Specialist (CSS) who will be instrumental in enhancing the client experience by deploying tailored system solutions that cater to each client's unique requirements.The CSS will oversee the implementation of various systems such as Time and Attendance and the PTO Request Module, ensuring a seamless and effective process. This role also involves project management in collaboration with the Client Experience Manager (CXM), Human Resource Business Partner (HRBP), and Payroll teams to ensure timely and accurate integration of client systems.Post-implementation, the CSS will serve as the primary knowledge resource, addressing inquiries from the CXM, HRBP, and Payroll teams. Additionally, the CSS will conduct ongoing internal and external training sessions and maintain the knowledge base. This position demands exceptional project management, a strong commitment to client service, and outstanding communication and interpersonal skills. The ideal candidate will embody and promote our culture in daily interactions with clients and colleagues.Engage with client representatives (C-Suite, VPs, Executives, Heads of People, etc.) to demonstrate system solutions, respond to inquiries, and develop an implementation timeline that outlines expectations, data requirements, and training schedules.Collaborate closely with Client Experience Managers, Onboarding Success Managers, Systems, Payroll, and HRBPs to ensure successful implementation of Time and Attendance, PTO, and other solutions for both current and new clients.Facilitate external client training sessions for employees, managers, and administrators.

Join iT1, a premier national technology solutions provider, as a Client Success Manager (CSM) in Tempe, AZ! With over a decade of recognition as one of Arizona’s Best Places to Work, iT1 is known for its vibrant workplace culture and commitment to excellence. This role presents an exhilarating opportunity to further your career in IT consulting and managed services while collaborating with some of the industry's most talented engineers.The CSM is pivotal in delivering outstanding service to our clients. Acting as the primary liaison, you will work closely with clients to fulfill service needs, resolve challenges, and explore avenues to maximize the value of our offerings. Your proactive communication and coordination will be instrumental in fostering client satisfaction and long-term engagement.This position demands excellent problem-solving abilities, a keen client-oriented approach, and adeptness at juggling multiple priorities in a fast-paced environment. You will cultivate trusting relationships with stakeholders and align internal teams to ensure consistent service excellence while identifying additional service opportunities that resonate with client objectives.Your typical day will involve scheduled client meetings and data reviews, urgent issue resolution, managing various deadlines, and collaborating with internal teams—all while prioritizing the client experience.

Join our dynamic team at dev2 as a Collections Specialist, where you will play a critical role in managing the company's accounts receivable. Your expertise will ensure timely collections, maintaining positive customer relationships, and optimizing cash flow. We are looking for a detail-oriented professional who thrives in a fast-paced environment and is committed to delivering exceptional results.

Are you looking to be part of a dynamic team at Allegis Global Solutions? Join our Talent Pool to express your interest in future opportunities, ensuring that you are among the first to know when positions such as the Program Specialist become available.Why Join Us?Show your interest in being considered for upcoming roles.Our team will connect with you to discuss positions that align with your skills and interests.The Program Specialist I plays a vital role in fostering and sustaining relationships with Hiring Managers while overseeing the complete requisition process. This includes requisition intake, candidate sourcing and shortlisting, onboarding, assignment management, time and expense tracking, offboarding, and reporting. Acting as a talent advisor, the Program Specialist I supports clients throughout the requisition fulfillment process, ensuring timely acquisition of quality talent.Key Responsibilities:Support client managers at every stage of the contract labor acquisition process, including requisition intake, sourcing, and candidate selection.Exhibit recruitment expertise by formulating insightful questions for hiring managers to gather detailed job descriptions for distribution.Record discussions from requirement intake sessions in the appropriate database (VMS, AGS360).Leverage reports to manage open requirements, advising managers on status and monitoring supplier sourcing strategies.Collaborate with hiring managers to set expectations, timeframes, feedback, and roles in the requisition fulfillment process.Guide and oversee the performance of staffing suppliers involved in the process.Log all client/supplier issues and track their resolution, ensuring high customer satisfaction within the CRM system.Monitor performance against contract SLA’s, requisition aging, invoicing, and vendor compliance.Maintain and update monthly activity and performance reports.Engage regularly with clients, staffing vendors, contract personnel, and other partners through various communication methods.Assist with worker assignment management, ensuring data integrity for cost changes and contract extensions.Coordinate with managers, vendors, and the security department to ensure all necessary documentation is completed before and after assignments.Ensure accurate closure of work orders in the system with proper reasons upon assignment completion.

About Us:At Sequoia, we are dedicated to empowering investor-backed companies of all sizes to reach their business objectives through strategic people management. With over 24 years of experience, we have been the trusted partner for innovative employers, guiding them through growth and optimizing their global workforce investments. Our expert advisory team and integrated platform enable clients to enhance business performance through total compensation and benefits strategies, improving decision-making, controlling costs, safeguarding their business, and enhancing the employee experience. Discover more about us at Sequoia.com or connect with us on LinkedIn.Role Overview:As a Payroll Specialist at Sequoia One, you will play a vital role in our operations, serving as a key contact for our clients. Your responsibilities will include processing payroll data accurately and on time while managing multiple client accounts.Ensure timely and accurate payroll processing in line with deadlines.Maintain payroll records for clients and employees.Communicate effectively with clients to address inquiries and resolve issues.Collaborate with various vendors, including time and attendance and payroll/HRIS systems.Develop and maintain documentation for process workflows.Assist with quarterly and year-end procedures, including tax returns and W-2 filing.Uphold Sequoia's commitment to exceptional client service.Provide updates to management on program implementations and accountability metrics.Our Culture - Our Greatest AssetIntegrityCommitment to ServiceInnovationGrowth-Oriented MindsetCaring AttitudePromise-Centric FocusRelationship BuildingSequoia is an equal opportunity employer, welcoming individuals from diverse backgrounds to apply.

Role Overview Allegis Global Solutions is hiring a Procurement Specialist I in Tempe. This role helps manage and improve procurement processes across the company. The position focuses on sourcing and purchasing goods and services, always following company policies and procedures. Main Responsibilities Source and purchase goods and services as needed Follow established procurement policies and procedures Support efforts to optimize procurement operations

The Program Specialist II plays a crucial role in supporting program management initiatives at Allegis Global Solutions. You will collaborate with cross-functional teams to ensure the successful execution of projects while maintaining high standards of quality and efficiency. Your ability to communicate effectively and manage multiple priorities will be essential in this dynamic environment.

Are you interested in joining a dynamic team at Allegis Global Solutions? If you don’t see an ideal position currently open, don’t worry! By joining our Talent Pool, you can express your interest in becoming a part of AGS when the right opportunity arises. You will be among the first to know when positions such as Program Specialist become available.Why Join Us?Show your desire to be considered for future roles.Our recruitment team will connect with you when a position aligns with your skills and interests.The Procurement Specialist II plays a vital role in providing operational support to our procurement program teams. This position focuses on delivering value to our clients through effective transaction and sourcing processes, while ensuring they have insights into their service expenditures.Key Responsibilities:Provide operational support throughout the procurement process, enhancing visibility and insight into service spending for our clients.Evaluate incoming requests to determine the most suitable engagement approach.Support clients in establishing or extending Statements of Work (SOW) and assigning relevant resources.Communicate with suppliers to collect necessary information, including pricing, delivery timelines, and essential project terms.Oversee primary customer support functions, including quality reviews of service providers and tracking milestones using the VMS tool or other relevant technologies.Build and sustain relationships with clients and within AGS to foster collaboration.Manage client expectations through timely responses and proactive communication.Identify potential risks and collaborate with management to mitigate them.Assist in gathering data regarding supplier performance.Structure and distribute Requests for Information (RFIs) to collect supplier qualification data.Maintain a focus on meeting and exceeding client expectations and service level agreements (SLAs).Address client inquiries and escalate issues as necessary.Update and maintain monthly activity and performance reports, including program audits, SOW/project activity, and invoice reports.Engage in consistent and professional communication via email and phone with clients, suppliers, and other stakeholders.Collaborate with internal stakeholders to align business objectives with desired outcomes for technological improvements.Ensure that all projects are formally closed in the system upon notification of engagement completion and that security is informed of any assignment terminations, where applicable.

About DialpadDialpad is a leading AI-driven customer communications platform, revolutionizing the way businesses engage with their customers. With over 50,000 companies worldwide, including industry giants like Netflix, RE/MAX, Uber, Randstad, and Tractor Supply, Dialpad empowers organizations to foster stronger customer relationships through real-time, AI-based insights. Discover more at dialpad.com.Join the Dialpad TeamAt Dialpad, you will collaborate with a dynamic team focused on our mission to help customers and their employees achieve remarkable success. We believe every conversation is significant, enhancing each interaction with a platform that delivers real-time insights and automation for our clientele.We thrive on continuous improvement, encouraging every team member to utilize cutting-edge AI to enhance our platform and individual capabilities. We seek ambitious individuals who exceed our high standards, embodying qualities essential to our success: Scrappy, Curious, Optimistic, Persistent, and Empathetic.Your RoleAs a Client Account Executive for Mid-Market at Dialpad, you will excel in providing top-notch strategic account management across a portfolio of existing clients while driving year-over-year revenue growth. Acting as a trusted consultant, you will illustrate the potential benefits of implementing additional offerings from the Dialpad product suite.Your responsibilities will include crafting and executing a sales strategy tailored to your client portfolio. You will be accountable for achieving or surpassing sales and revenue objectives, managing customer relationships, and ensuring exceptional customer satisfaction. Ultimately, you will ensure our customers are consistently realizing the value of their accounts, resulting in favorable outcomes for both the clients and Dialpad.

About Wealth.com Wealth.com is an advanced planning platform serving a broad range of clients in wealth management. Trusted by major financial institutions, the company blends proprietary AI with deep technical expertise. Recent recognition includes: Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards 2024 Best Technology Provider in the Trust category Top estate planning market share in the 2025 Kitces AdvisorTech Study Wealth.com fosters a collaborative workplace, encourages innovation, and has been certified as a Great Place to Work for 2025. Role Overview: Client Support Team Lead Location: Hybrid (New York City, Tempe, or San Francisco) The Client Support Team Lead will build and guide a high-performing support team at one of the fastest-growing fintech platforms. This position goes beyond day-to-day management. The Team Lead will shape the support experience, develop team members, and redesign support processes using AI, automation, and data. The goal: move from reactive troubleshooting to proactive client success, ensuring support scales efficiently as Wealth.com grows. What You Will Do Design, implement, and manage the support infrastructure. This includes ticketing systems, routing logic, escalation paths, SLAs, and a tiered support structure. Systematize current processes and introduce new solutions as needed. Lead, mentor, and support Client Support Associates. Set clear performance goals, define career paths, and establish specialization tracks as the team grows. Shift the support approach from reactive to proactive. Use product instrumentation, analytics, and client feedback to improve the client experience.

Join Allegis Global Solutions as a Program Specialist I. This full-time position offers a unique opportunity to support our operations in a vibrant and collaborative environment. You will play a crucial role in enhancing program efficiency and effectiveness while working alongside a dedicated team.

Join Oscar as a Salesforce Platform Solutions Architect, where you will play a pivotal role in designing and implementing innovative Salesforce solutions tailored to meet our clients' unique business needs. You will collaborate with cross-functional teams to ensure that our Salesforce applications align perfectly with our organizational goals and contribute to our clients' successes.

Join ClearOne Advantage as an Account Executive in Debt Settlement!Are you ready to embark on a rewarding career path that offers both financial and professional growth? ClearOne Advantage is a rapidly expanding company seeking enthusiastic individuals to join our innovative team. We prioritize enhancing our marketing strategies, corporate culture, and technology to create an exceptional work environment for our employees while delivering outstanding service to our clients. Our proprietary software, designed specifically for our industry, ensures that our clients receive unparalleled service.Here at ClearOne Advantage, we believe in helping individuals overcome their debt and guiding them towards financial stability.Our Core Values:Empathy and Respect for our clients.Honesty and Trust in our interactions.Quality Service delivered with Urgency.Continuous Learning and Improvement.Humility in our approach.What We Offer:A vibrant culture fostered by engaged ownership and leadership.A casual, fun, and collaborative work environment.Opportunities for career advancement.Comprehensive training program with 80 hours for new hires.Paid Time Off (PTO) policy.Who You Are:You are a dynamic and motivated individual eager to seize an opportunity with vast potential for financial and career advancement. You thrive in building relationships, enjoy diverse tasks, and find joy in assisting others.Your Key Attributes:Goal-Oriented: You approach your tasks with a sense of urgency.Multitasker: You excel in managing multiple client needs simultaneously.Competitive: You have a strong desire to achieve and win!Persuasive: You effectively engage with potential clients and align their needs with our services.Empathetic: You connect quickly with others and adjust your presentation accordingly.Why You’ll Love Working Here:Highly competitive base salary.UNCAPPED commissions with top performers earning over six figures!Exciting incentives through gamification and contests in a vibrant workplace.Opportunities for employee development, coaching, and training.Leading-edge marketing strategies - NO cold calling!Work-life balance with a standard 40-hour work week.Your Responsibilities:Analyze financial statements and credit reports to assess client eligibility.Handle inbound calls and applications from potential clients through various marketing channels.Assist customers by collecting information on their financial status and providing potential solutions, including enrollment in our program.

Estate Planning Attorney – Client-Focused Advisory RoleScottdale and Tempe, Arizona | $125,000–$150,000 Base + BonusJoin a prestigious boutique estate planning firm that boasts a robust client base and offers a clear path for professional growth.Soto Law Firm is in search of a dedicated and proactive estate planning attorney with a minimum of one year of relevant experience, who is eager to advance in a collaborative, client-centric environment.This position is perfect for an attorney who possesses a solid understanding of estate planning principles and is enthusiastic about enhancing their knowledge, establishing a long-term career, and becoming a trusted advisor for clients in a highly personalized, relationship-driven practice.About the RoleThis is primarily a client-facing position within our boutique estate planning practice. While you will continue to strengthen your technical foundation, the primary focus of this role is to provide counsel to clients, guide planning decisions, and manage cases from initial consultation through to final signing.Some candidates may already have substantial client-facing experience, while others may be prepared to fully embrace this role. We welcome both profiles as long as the candidate exhibits excellent communication skills, sound judgment, and a commitment to exceptional client service.In this role, you will:Engage directly with clients in a supportive and collaborative environmentLead estate planning matters from the initial consultation to executionContinue to refine your technical knowledge and drafting skills as neededManage cases holistically, overseeing the process from intake to executionCollaborate with experienced paralegals who will assist with drafting, allowing you to focus on strategy, communication, and client relationshipsOur firm enjoys a consistent and reliable client flow. This position is centered on delivering exceptional service and high-quality planning — without the pressure of business development quotas. While generating new business is appreciated, it is not a requirement.RequirementsWhat We’re Looking ForA minimum of one year of estate planning or related experienceA strong understanding of the structure and purpose of essential estate planning documentsComfort in client interactions and the ability to build rapportClear and professional communication skillsA sense of ownership over work and reliable follow-throughA appreciation for mentorship and collaborative practiceA genuine interest in establishing a long-term professional commitmentWe are not looking for someone to fill a purely back-office drafting role or a temporary position. We seek an individual who aspires to evolve as a trusted advisor within a stable boutique practice.Growth & Long-Term OpportunitySoto Law Firm is dedicated to nurturing attorneys who wish to cultivate a lasting career in estate planning. As the firm evolves, there will be ample opportunities for professional development.

Join uniteklearning as a Learning and Enablement Specialist, where you'll play a vital role in fostering a culture of continuous learning within our organization. You will be responsible for developing and implementing training programs that enhance employee skills, promote professional growth, and ensure that our workforce is equipped to meet the challenges of tomorrow.This is an exciting opportunity for individuals who are passionate about education and employee development. You will collaborate with cross-functional teams to identify training needs, create engaging content, and measure the effectiveness of learning initiatives.

Who We AreAt Verkada, we are revolutionizing the way organizations safeguard their personnel and properties through our integrated, AI-driven platform. As a frontrunner in cloud-based physical security, Verkada empowers organizations to enhance safety and operational efficiency with a unified software platform encompassing video security, access control, air quality monitoring, alarms, intercoms, and visitor management solutions.With over 30,000 organizations worldwide, including more than 100 Fortune 500 companies, relying on Verkada for their physical security needs, we provide streamlined management, intelligent control, and scalable deployment options. Founded in 2016, Verkada has experienced remarkable growth, now operating 15 offices and employing over 2,200 full-time professionals.About the RoleThe Solutions Engineering team is in search of a dynamic SE leader to join our Tempe, AZ office. The Solutions Engineering Manager will lead and develop high-performing Select & Territory Solutions Engineering teams. We seek a proven technical leader who thrives in a fast-paced environment, demonstrating strong motivation, an entrepreneurial spirit, and exceptional follow-through skills. This position requires onsite presence at our Tempe office; remote or hybrid options are not available.What You'll DoPeople Leader: Recruit, develop, and lead inclusive, engaged, high-performing Select & Territory Solutions Engineering teams.Technical Leader: Act as a technical coach, mentor, and problem solver, assisting with technical escalations and managing complex technical challenges.Builder: Identify gaps, take initiative, and assume ownership to establish programs and processes that support the SE team.Connector: Collaborate cross-functionally to enhance communication and cooperation across departments such as sales, product, support, enablement, and marketing.Career Champion: Elevate the team’s skill set through coaching, mentoring, and enablement initiatives.Travel Requirement: Up to 25% travel may be necessary.What You BringProven leadership experience as a technical presales Manager for a minimum of 3 years in a similar organization is preferred.Experience in a cloud and network infrastructure-focused company with exposure to hardware and software is essential.Bachelor's degree in Computer Networking, Information Technology, Cybersecurity, Electrical Engineering, or a related field from an accredited institution is required.

Implementation EngineerAbout BasataLocated in Tempe, AZ, Basata is revolutionizing the healthcare landscape with innovative AI-driven tools designed to streamline and automate the cumbersome tasks that often hinder healthcare practitioners. Our mission is to empower medical teams, allowing them to shift their focus from administrative duties to providing exceptional patient care.As a tight-knit and agile team, we thrive on building intelligent systems and crafting seamless user experiences. If you are passionate about pioneering change, redefining workflows, and tackling the inefficiencies in healthcare, we invite you to join us.About the RoleWe are in search of a dynamic Implementation Engineer to spearhead the integration of Basata's AI solutions into specialized medical practices. In this role, you will act as the vital link between our engineering team and our clients, engaging with customers to analyze intricate administrative workflows, configuring our platform to align with EHR systems and existing infrastructures, and ensuring that every deployment yields tangible results. Your insights from the field will be instrumental in guiding our future developments.What You’ll DoLead end-to-end implementations: Take charge of each customer deployment from initiation through to successful go-live and continued support.Map and re-engineer workflows: Collaborate on-site with practice staff to gain a deep understanding of their administrative processes and design optimal integrations for Basata's AI solutions.Drive EHR and systems integration: Configure and troubleshoot interfaces with EHR platforms, practice management systems, and other clinical infrastructures, utilizing HL7/FHIR standards and APIs for seamless data flow.Champion change management: Foster trust, mitigate resistance, develop training programs, and ensure sustained adoption of our solutions beyond the initial launch.Gather and translate requirements: Represent the technical voice of the customer by capturing detailed workflow specifications, edge cases, and feedback, then converting them into actionable insights for our engineering and product teams.Build scalable implementation processes: Document best practices, playbooks, and templates throughout the deployment process to create a robust implementation framework that supports Basata's growth from dozens of clinics to many more.Monitor and optimize post-deployment: Continuously track performance metrics and seek opportunities for improvement post-launch.

Join Our Team as a Senior Procurement Specialist in Tempe, AZ!Are you ready to take your procurement skills to the next level? We're seeking an experienced Senior Procurement Specialist who will play a pivotal role in managing internal processes and collaborating with key sourcing stakeholders to drive eAuction success. This position offers an exciting opportunity to work in a dynamic environment where you can showcase your excellent communication and multitasking abilities.Your Responsibilities:• Assist commodity teams in driving eAuction success through effective support.• Compile and schedule Supplier Risk Assessments (SRA0, SRA1).• Ensure compliance with export regulations.• Distribute Requests for Quotations (RFQs) to suppliers and manage supplier inquiries.• Update and maintain the CTT schedule, Ariba eAuction project, and Contract Workspace.• Negotiate terms and conditions prior to auctions.• Conduct follow-up calls with suppliers for timely responses and auction participation.• Collaborate with cross-functional teams to meet eAuction project objectives and timelines.• Act as a Change Agent to effectively integrate new processes into Strategic Sourcing.Basic Qualifications:• Proficiency in reading, writing, and speaking English.• U.S. Citizenship required.Preferred Qualifications:• Bachelor’s degree in Supply Chain, Business, IT, or a related field.• Minimum of 1 year of experience in sourcing, planning, or a related field.• Experience in large, complex multinational firms.• Familiarity with Ariba and external supplier interactions.• Exceptional verbal and written communication skills.• Ability to influence stakeholders at all levels.• Advanced skills in Microsoft Office Suite (Excel, PowerPoint, Word).• Experience with SAP is a plus.Work Schedule:1st Shift: 8 AM - 5 PM

Join uniteklearning as a Collections Specialist, where you will play a vital role in managing and overseeing the collection process. This position requires a keen eye for detail, excellent communication skills, and the ability to work collaboratively with various departments to ensure timely and accurate collections.