Knowledge Anywhere

• Monitor internal order queues, email inboxes, and reporting tools for new Tax Certificate and HOA Certificate requests, updates, and related inquiries.
• Process new and update requests through approved third‑party vendor platforms (e.g., DataTrace, TitleLogix), tracking open orders through completion.
• Review returned Tax Certificates and HOA information for completeness, accuracy, and compliance prior to uploading to the production file.
• Upload completed certificates and supporting documentation into internal title closing systems following established naming conventions and document standards.
• Communicate clearly and professionally with internal closing offices regarding order status, delays, corrections, or changes impacting tax or HOA information.
• Maintain consistent service levels while managing daily production volume.
• Provide exceptional internal customer service while supporting department service level objectives.

Temporary Tax Specialist

Director

• Lead the design, development, and delivery of scalable, insight-driven reporting and analytics to support Compass International Holdings (CIH) Leads operations & customer insights.
• Lead and develop a data & analytics team, fostering growth, collaboration, and a data-driven culture.
• Oversee and manage the team’s GitLab repository, ensuring version control, workflow management, and structured documentation of code, pipelines, and automations.
• Maintain and organize the team’s Confluence documentation, including process maps, data flow diagrams, technical specifications, and analytical methodologies.
• Manage the Jira board to track and prioritize analytics initiatives, ensuring timely and transparent delivery across stakeholders.
• Partner with internal stakeholders to transition reporting from legacy systems (e.g., MS Access, Cognos, etc.) to Snowflake / Databricks for automated and scalable reporting.
• Leverage Python and SQL to build data models, automate workflows, and perform advanced data analysis supporting network operations, partner programs, and performance reporting.
• Develop and maintain recurring reports, dashboards, and ad-hoc analyses that inform leadership decisions and support operational excellence.
• Create and maintain clear data definitions, process documentation, and data lineage mapping to improve accuracy and transparency across reporting.
• Provide program performance insights and recommendations that influence partner strategies, broker performance initiatives, and network growth.
• Champion a data-drive culture by continuously optimizing tools, processes, and communication across technical and non-technical teams.

Director, Leads Insights

Consultant

• Serves as the “navigator” of the relocation process for domestic transferees
• Administers relocation policy/program
• Counsels on best utilization of resources
• Coordinates the shipment of household goods, destination services and expense management
• Maintains an assigned caseload, while delivering impeccable customer service
• Provides primary coordination for all phases of relocation activities on behalf of client
• Demonstrates knowledge of Cartus’ products and services in all interactions
• Coordinates Cartus’ core products and services according to prescribed standards
• Recognizes and identifies cross-selling opportunities based on transferees needs
• Ensures data integrity in all Cartus systems
• Maintains compliance with Cartus’ corporate policies, programs, and standards
• Other duties as assigned

Consultant I – Domestic Relocation

Customer Support

• Respond to customer policy inquiries via phone, email, and other communication channels.
• Collect and process payments accurately and in compliance with agency standards.
• Perform proactive outreach to policyholders for renewals, retention, and remarketing opportunities, with demonstrated ability to influence retention outcomes through quoting strategy and carrier selection.
• Handle inbound and outbound calls with policyholders and insurance carriers to resolve issues, negotiate and coordinate across multiple carriers simultaneously, and provide updates.
• Independently quote insurance policies across multiple carriers (approximately 15–20+) using rater systems and carrier portals, evaluate coverage options, and make informed placement decisions based on risk, pricing, and retention strategy.
• Manage and retain accounts within an independent agency environment, including navigating multiple carrier appetites and underwriting considerations.
• Assist with remarketing efforts to retain customers and improve satisfaction.
• Complete administrative duties, including data entry, document management, and updating customer records in agency systems.
• Collaborate with team members to meet service level agreements and retention goals.

Customer Service Specialist, Property and Casualty

Customer Success Manager

• Perform non-licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner.
• Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems.
• Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties.
• Serve as all deal stakeholder’s point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close.
• Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts.
• Regularly update and manage communication with all parties involved in the transaction.
• Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.

Client Experience Specialist

• Serves as the “navigator” of the relocation process for domestic transferees
• Administers relocation policy/program
• Counsels on best utilization of resources
• Coordinates the shipment of household goods, destination services and expense management
• Ensures customer and client needs are met in a timely efficient manner through delivery of Top Block service
• Maintains an assigned caseload while delivering impeccable customer service to external and internal customers
• Provides primary coordination for all phases of relocation activities on behalf of client as outlined in contractual agreement
• Demonstrates knowledge of Cartus’ products and services in all interactions with client and customer
• Recognizes and identifies cross-selling opportunities based on transferees needs to generate new sources of revenue
• Ensures data integrity in all Cartus systems
• Maintains compliance with Cartus’ corporate policies, programs, and standards
• Other duties as assigned; training, special projects, client presentations, etc.

Consultant, Domestic Relocation – Temporary

Account Manager

• Collaboration between Client/Cartus & suppliers that leads to innovation and demonstrates added value
• Support client specific business plan, in conjunction with the Client / Cartus Director, to achieve agreed upon goals: strategic / service / vendor selection / new markets / innovation / cost savings
• Develop regular Client Specific / tailored reporting aligned to the agreed business plan
• Provide ongoing (monthly/quarterly) service updates to operations & suppliers
• Responsible for network and client directed supplier’s performance and adherence to policies and procedures through SLA management, consultative interactions and problem resolutions.
• Partner with appropriate internal resources to ensure effective start up for new suppliers.
• Review all service defects, request supplier root cause analysis, identify trends & make recommendations to improve service delivery.
• Develop best practices to support client’s specific needs as well as ensuring continuous improvement
• Ensure global consistency and application of client policy and processes
• Compile, analyze and interpret data to monitor performance against service level agreements whether strategic / service / vendor selection / new markets / innovation / cost saving etc
• Recommend and manage volume reduction/ service recovery plans or supplier termination where necessary.
• Micromanage suppliers service recovery plan
• Schedule and host monthly dashboard call with suppliers. Attend team huddles – provide supplier updates & market challenges.
• Manage ad hoc projects which include training for operations & suppliers, deep dive defect analysis in various service lines, and providing supplier updates to the GTM team
• Create client presentations & newsletters as needed and provide supplier results with historical information
• Analyze and research end-to-end situation often times requiring a timeline of events. For example: fully research facts to determine root cause analysis, necessary actions, next steps
• Research and analyze supplier invoice issues. Identify problem, (ex. overpayment or non-payment, missing required information) and laisse with appropriate supplier or internal contact to resolve
• Work with Director/ VP to continuously develop overall performance, effectively utilizing team resources and implementing improvements
• Act as the client and Cartus advocate with local suppliers by effectively communicating both the client’s and Cartus’ philosophy and needs
• Participate in monthly, quarterly and annual review of metrics with the client (as needed)
• Participate in global calls as required with client contacts and/or client services
• Effectively manage and prioritize multiple responsibilities at once by focusing on one task while keeping track of others.
• Assist Director with budget planning, cost estimating, accruals and expense management
• Respond as appropriate to all Account Management and Sales requests, including RFP's, preparation of client ready and marketing materials.
• Source appropriate suppliers to meet client needs
• Lead client RFI’s and RFPs related to supply chain processes and suppliers
• Travel 2 times per year for face-to-face meetings with client as needed

Manager, Supply Chain Account Management

• Maintain an assigned caseload while providing single point of coordination for all phases of international relocation activities on behalf of the Client
• Demonstrate knowledge of Cartus products and services in all interactions
• Manage CAD report to ensure Service Status Maintenance compliance and move milestones
• Maintain and enhance relationships with internal Cartus departments and external suppliers
• Manage and maintain data within Cartus systems to adhere to Cartus and Client audit requirements
• Identify areas of improvement relating to services, processes and policies
• Recognize, identify and promote opportunities to generate increased revenue
• Participate in special projects as needed

Consultant II, International Relocation

• Provides single point of accountability for all phases of international relocation activities on behalf of client as outlined in contractual agreement. Provide exemplary customer service to assignee and his/her family.
• Deliver Cartus’ core products and services (consulting, cross cultural, language, moving services, etc.) to assign customers according to prescribed Cartus’ standards.
• Demonstrate knowledge of Cartus’ products and services in all interactions with client and customer.
• Compile data and/or coordinate the compilation of data from internal Cartus departments to ensure the accuracy and timeliness of client reporting.
• Maintain and enhance relationships with Cartus’ internal departments and external suppliers/partners in regards to meeting and exceeding clients’ needs.
• Participate in special projects as needed, including client presentations, client/supplier training, trade conferences, etc.
• Maintain compliance with Cartus’ corporate policies, programs, and standards.
• Recognize cross selling opportunities of Cartus’ products and services to assign clients to generate increased revenue.

Consultant, International Relocation – Korean-Speaking

• Provides single point of accountability for all phases of international relocation activities on behalf of client as outlined in contractual agreement.
• Provide exemplary customer service to assignee and his/her family.
• Deliver Cartus’ core products and services (consulting, cross cultural, language, moving services, etc.) to assign customers according to prescribed Cartus’ standards.
• Demonstrate knowledge of Cartus’ products and services in all interactions with clients and customers.
• Compile data and/or coordinate the compilation of data from internal Cartus departments to ensure the accuracy and timeliness of client reporting.
• Maintain and enhance relationships with Cartus’ internal departments and external suppliers/partners in regard to meeting and exceeding clients’ needs.
• Providing performance feedback, coaching, mentoring and training.
• Identify individual and team training needs and serve as team coach and mentor, draw on team and external resources to drive team results.
• Monitor team caseloads for productivity and make recommendations/take action regarding resource allocation.
• Model, for client and team, exceptional service; drive top block results through continuous attention to service standards, identifying delivery gaps, etc.
• Recognize cross-selling opportunities of Cartus’ products and services to assign clients to generate increased revenue.
• Recommend enhancement to client policy; promote Cartus and partnership services to generate increased revenue.
• Coordinate special projects including client presentation, client/supplier training, etc.; present and deliver special projects including client presentations, training, etc.
• Any other duties as assigned by the Management.

Senior Consultant, International Relocation – Korean-Speaking

• Perform non-licensed administrative tasks for real estate agents.
• Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner.
• Ensure your real estate license remains in good standing to perform authorized licensed tasks, including drafting contract addendums and amendments.
• Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems.
• Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties.
• Serve as all deal stakeholder’s point-of-contact for agents and their clients through closing.
• Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts.
• Regularly update and manage communication with all parties involved in the transaction.
• Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.

Client Experience Specialist, PA License

People Operations

• Own the recruitment process end-to-end from obtaining approvals, supporting hiring managers in raising job requisitions, screening resumes, arranging interviews, and preparing offers. Maintain the recruitment tracker and provide data insights.
• Manage the right to work checks and update visa tracker. Work with Reed screening for candidate background checks. Coordinate onboarding processes to ensure a positive experience for new hires.
• Monitor the Helpdesk module of our HRIS (Peoplehub) to address employee queries efficiently and confidentially, escalating issues to People Specialist/HR Director as needed.
• Prepare letters related to various employee life-cycle events using templates and/or Peoplehub, including working abroad requests, leaver letters, maternity letters, flexible working requests, and contract amendments.
• Manage the UK Absence Reporting tool (Bright HR), ensuring accurate records for new starters, leavers, and changes in reporting lines.
• Maintain and update employee records in Peoplehub, ensuring compliance with GDPR. Maintain the position management records in Peoplehub.
• Support People Specialist with monthly payroll checking to ensure accuracy. Update Peoplehub with changes post payroll cycle.
• Complete the leaver process in accordance with procedures.
• Process invoices, obtain signatures and approval and pass to finance for payment, resolve queries with vendors as necessary.
• Complete reference requests for current and former employees.