OneSource Virtual

• Engage with customers & deployment partners to understand, define requirements & guide the customer through the implementation process for OSV tax services
• Configuring TaxEx application in accordance with customer requirements
• Identify and analyze Tax needs and data requirements
• Work with customer to identify/resolve all issues that could impact project scope or delivery of service
• Lead the Tax implementation process from start to finish
• Consulting with customers on data integrity issues
• Conduct check points with customer for timely delivery of tax service & any outstanding project documents
• Be comfortable in conducting customer calls in a clear & concise manner
• Ensure customer projects are planned & properly monitored

Tax Consultant

Call Center Representative

• Acts as the primary point of contact for all leave of absence requests, assisting employees with leave questions, guiding them through the process, and problem-solving triage.
• Handle the leave administration process from the initial notice of the need for leave to the return to work.
• Complete eligibility decisions during intake, and gather pertinent data when necessary from the employee, Workday, and AbsenceTracker.
• Review leave of absence documentation for accuracy and completeness, and process according to established procedures, including sending required notices and eligibility letters.
• Approve or deny requests for leaves of absence based on guidelines and company policies.
• Perform leave follow-ups as required, including recertification of health condition, intermittent and concurrent leave tracking.
• Manage the return to work process and support coordination of the return to work with accommodations with customer HR.
• Provide top quality customer service and guidance to the customer's employees, managers, and HR, regarding leave of absence cases.

Absence Management Specialist – Call Center

Director

• Lead supplier outreach and onboarding efforts to maximize Virtual Card acceptance and activation rates across the OSV InvoicePay client portfolio.
• Design and own the end-to-end supplier enablement journey — from identification and targeting through activation and ongoing engagement.
• Build scalable playbooks, communication frameworks, and enablement tools that will serve as the foundation for a growing team.
• Track and report on supplier conversion metrics, activation velocity, and revenue contribution.
• Partner directly with the VP to develop a multi-year InvoicePay product diversification roadmap aligned to market opportunity, client demand, and revenue at scale.
• Identify adjacent monetization opportunities within the AP automation and disbursement ecosystem.
• Collaborate with Product and Technology to represent market needs and influence the payment product roadmap.
• Influence and support VP and Product on emerging payment rails, fintech partnerships, and new revenue models to expand OSV’s competitive positioning.
• Establish team structure, performance expectations, and KPIs as headcount scales.
• Mentor and develop team members, fostering a culture of accountability, revenue obsession, and continuous improvement.
• Report team performance, pipeline health, and strategic progress to VP leadership.
• Serve as the internal subject matter expert on Virtual Card monetization, supplier dynamics, and InvoicePay strategy.
• Partner with Relationship Management, Sales, and Operations to identify expansion opportunities within existing client accounts.

Director, InvoicePay Monetization

IT Support

• Lead technology design and implementation across Payment and Tax product lines
• Own the enterprise architecture roadmap for Payment and Tax platforms
• Architect systems that are AI-consumable by design
• Troubleshoot and resolve service-level, critical system, and architectural issues
• Define and govern standards for AI-assisted development across engineering teams
• Evaluate, recommend, and operationalize AI developer tooling
• Design and oversee agentic or automated workflows within payment and tax processing pipelines
• Coach, mentor, and train developers and architects on both technical and process dimensions
• Collaborate with data science, analytics, and IT infrastructure teams on cross-cutting technical and solution design

Director of Enterprise Architecture

Customer Success Manager

• Handling overall responsibility for managing the customer relationship
• Establishing a trusted adviser relationship that works to ensure customer’s overall satisfaction with our products and services
• Acting as a liaison between the customer and varying OSV service delivery areas
• Focus on ensuring services adoption and capturing feedback
• Developing success plans for customers that outline their critical success factors, metrics and measures for success, potential issues, and provide recommendations
• Prioritizing and driving resolution on escalated customer challenges
• Promoting opportunities for two-way communication
• Monitoring and facilitating the customer’s adoption of OSV services and solutions, as well as adoption of the workday technology
• Leveraging customer relationships as needed for prospect references
• Keeping customers informed of process and procedural changes
• Demonstrate competency in the Workday product suite - Financials, HCM, and Payroll
• Work with the client project manager and executive team to identify/resolve all issues that could impact satisfaction

Senior Customer Success Manager

Account Executive

• Be a key player in OSV’s field sales team to drive add-on business sales into existing OSV accounts.
• Drive complex sales cycles to closure utilizing internal teams of Marketing, Business Development, Solution Consulting, Legal and Executive Leadership.
• Implement value-selling processes alongside a wealth of knowledge of Workday’s products and corresponding OSV Services.
• Use experience and consultative selling skills to initiate long-standing relationships with prospective customers and executive sponsors.
• Employ effective selling strategies to successfully position outsourcing in the areas of Payroll, Benefits Administration, HR and Finance.
• Understanding of the strategic competitive landscape and customer needs so you can effectively position Workday and OSV solutions within prospective accounts.
• Engage in and maintain the OSV Customer Relationship in coordination with Customer Success Manager.
• Maintain accurate and timely customer, pipeline, and forecast data.
• Continuing maintenance of accurate Salesforce data.
• Responsible for managing and overseeing the contract sales initiatives in assigned territory.

Account Executive – Customer Base

• Guide a functional team and collaborate with cross-functional teams
• Apply deep OSV service and system knowledge to enhance service consulting and delivery
• Proactively identify risks, resolve issues, and mentor junior team members
• Administer yearly goal setting/performance review criteria & conduct discussions with the team
• Lead efforts to improve processes and efficiencies for the team and related areas

Consulting Services Team Lead, Tax

Operations

• Lead document handling from mail/digital intake to secure storage
• Oversee daily tasks like scanning, indexing, printing, and mailroom operations
• Maintain uptime and performance of document management systems
• Hire, train, and manage document control staff
• Develop and implement document control procedures

Manager, Document Operations

Payroll

• Coordinate project activity
• Acts as primary client contact with focus on maintaining and improving overall customer satisfaction
• Lead daily activities of the team
• Track various productivity and performance standards

Payroll Services Supervisor

Human Resources

• Respond accurately and timely to incoming written and telephonic Tier 1 and 2 inquiries for Workday Access/Navigation, Benefits and/or general HR
• Properly utilize knowledge base to research and provide responses in an efficient and timely manner
• Escalate to Account Manager or Pod Manager when knowledge base or tools are insufficient
• Provide professional and timely service to internal audit requests
• Effective communication skills via telephone, email and in-person
• Participate in work intake reviews to further automate audit activities and reporting
• Timely and efficient communication to leadership of any issues relating to audit
• Participate in ongoing training relative to the functional area

Bilingual Benefits Specialist

Full-stack Engineer

• Build and maintain features across the full stack: C#/.NET backend services, React front-end components, and SQL data access layers
• Write clean, unit-tested code with a low defect rate and accept feedback constructively to improve quality over time
• Execute assigned user stories with light supervision, asking clear questions early to avoid rework
• Participate actively in sprint ceremonies — standups, backlog grooming, story breakdown, and retrospectives
• Use AI coding tools (such as Claude, Windsurf, or Cursor) as a standard part of your daily development workflow — not as a shortcut, but as a tool to produce better code faster
• Apply AI assistance for code generation, debugging, test writing, and understanding unfamiliar codebases
• Follow team standards for reviewing and validating AI-generated code before committing
• Remain open to adopting new AI tooling as the team’s practices evolve
• Communicate proactively with your team lead, scrum master, and product owner — including flagging when work will be delayed
• Collaborate with QA to support testing and defect resolution
• Develop an understanding of OSV’s business and how your work impacts customers

Associate Full Stack Developer

Project Manager

• Manage a portfolio of customer implementation projects
• Maintain accurate project documentation
• Serve as the primary customer point of contact
• Track delivery metrics and assess project health
• Apply PMO governance and standards

Project Manager II

Marketing

• Develop a comprehensive strategy for in-person events and trade shows, including audience targeting, timelines and deadlines, goal setting, budget requirements, content development, promotion, engagement tactics, demand generation, and robust post-event follow-up to maximize lead generation, brand awareness, and thought leadership positioning
• Execute planned events in person or virtually, serving as the primary point person and owning all aspects of our onsite presence and logistics as well as overall event success.
• Manage multiple projects and programs simultaneously, leveraging monday.com to meet deadlines and request partnerships from other team members.
• Manage the use and promotion of the pre-event list.
• Post-event, manage the lead processing, nurturing, and follow-up in partnership with BDRs to drive meeting and opportunity creation.
• Manage overall budget and event calendar for the fiscal year. Ensure cost-effective and optimal use of resources.
• Build and iterate on best practices and repeatable processes to drive efficiency and scale event programs.
• Effectively communicate and collaborate with cross-functional teams, including sales, digital marketing, marketing operations, partner marketing, and demand generation on event-specific messaging, activations, branding, demos, and speakers.
• Align field marketing efforts with broader initiative and revenue targets
• Work closely with the alliances and partner marketing teams to build strong co-marketing relationships with partners, jointly plan mutually beneficial events, and execute these joint programs.
• Work closely with regional and territory sales leaders to understand market needs and develop field marketing strategies to address them.
• Communicate post-event follow-up plans to sales and share progress toward goals
• Contribute actively to the global field marketing team and broader Marketing organization, sharing key learnings, best practices, and the creation of shared processes and content
• Utilize data to assess overall event program contributions, inform decision-making, make recommendations on future events, and collaborate with leaders to continually improve reporting mechanisms.
• Forecast, budget, meticulously measure, analyze, refine, and share the impact of field programs related to our overall GTM pipeline and performance goals. Leverage technology tools to support data analysis and reporting.

Global Field Marketing Manager

Sales

• Lead the full-cycle sourcing, development, and closure of sales for a SaaS offering
• Build strong visibility and credibility in target channels through long-term partner relationships
• Source, negotiate, and close SaaS agreements with payroll resellers, service bureaus, and other channel partners
• Conduct prospect research, maintain CRM accuracy, and generate pipeline through targeted sales activities
• Serve as the primary liaison between channel prospects and Sales Leadership