Harbor IT

Compliance

• Prepare compliance applications, ensuring accuracy and adherence to filing standards.
• Research state-specific requirements and contact agencies directly when clarification is needed.
• Complete filings using the most current client data while proactively clarifying incomplete or ambiguous information.
• Act as the primary client contact for assigned filings, ensuring a positive and professional client experience.
• Maintain 90% or higher client satisfaction (CSAT) through clear, warm, and organized communication.
• De-escalate client concerns and provide proactive updates through email, phone, or video as appropriate.
• Invoice filing fees and follow up on outstanding items in a timely manner.
• Identify opportunities to recommend additional services based on client needs.
• Contribute to team retention goals and generate at least one client referral annually.

Compliance Analyst

Business Development Rep

• Identify, research, and qualify target accounts and contacts, including cold prospects and existing clients.
• Respond to inbound inquiries within 5 minutes during business hours to maximize conversion opportunities.
• Schedule qualified meetings for sales reps, adhering to lead handoff SLAs; only meetings that meet these criteria count toward quota.
• Confirm that all meeting participants meet qualification standards; meeting-to-deal and deal-close conversion rates will be tracked to ensure appointment quality.
• Achieve or exceed daily, weekly, and monthly outreach targets via phone, email, and other channels.
• Use sales enablement resources effectively to deliver relevant and compelling messaging tailored to each prospect.
• Report Market Intelligence and share findings with the product team regularly.

Business Development Representative

QA Automation Engineer

• Develop, test, and maintain automation workflows and product enhancements that improve operational efficiency and user experience.
• Collaborate with developers, product managers, and QA to ensure successful releases that meet both business and customer needs.
• Participate fully in Agile ceremonies, helping the Scrum team achieve a 90% sprint completion rate and maintain a rollover rate below 10%.
• Deliver quarterly strategic projects within the approved scope, timeline, and stakeholder expectations.
• Identify and address technical bottlenecks, sharing ideas to improve process efficiency and code reliability.

Intelligent Automation Engineer – Entry Level

• Analyze and process various client orders for services offered by CorpoMax, including corporate filings
• Validate and enter data into databases and systems
• Follow up on files and update related client information
• Supply requested information accurately and promptly
• Provide outstanding service to clients in both French and English
• Forward mail and prepare courier shipments
• Issue invoices and record payments
• Ensure deadlines, policies, and standards are met when fulfilling client orders
• Adhere to best practices, including confidentiality and quality reviews
• Identify opportunities for operational efficiency and process improvement
• Provide actionable feedback to the team to enhance the customer experience
• Perform daily tasks with meticulous attention to detail

Compliance Analyst

Business Development Representative

Intelligent Automation Engineer – Entry Level

Corporate Services Coordinator