OneSource Virtual

Marketing

• Act as project manager for full-team marketing activities, ensuring timely delivery of assets and tasks necessary for integrated campaign execution.
• Maintain campaign workflows, calendars, project boards, and task management processes within Monday.com.
• Help ensure marketing deliverables are organized, tracked, and completed according to established timelines in Monday.com.
• Coordinate with cross-functional teams to support the timely execution of marketing initiatives and maintain visibility across marketing projects.
• Ensure team members are meeting committed deadlines and that deliverables are appropriately catalogued.
• Maintain rigorous documentation, organization, and stakeholder communications across all marketing programs.
• Partner across the full marketing team to support the execution and coordination of marketing campaigns across digital channels.
• Set-up campaigns in SFDC and connect data to other systems as needed.
• Support digital marketing initiatives across social media, digital advertising platforms, and marketing distribution channels.
• Schedule and publish social media content across platforms, including Instagram, Facebook, X, LinkedIn, and YouTube.
• Assist with the preparation and coordination of campaign assets to support integrated marketing programs.
• Schedule calls for webinar dry runs, add speaker details, and run live webinars as requested.
• Identify relevant swag items or incentives as part of campaigns.
• Support events team with tasks when needed.

Marketing Specialist

Executive Assistant

• Performing administrative duties for executive management
• Extensive calendar, travel, and expense management across multiple time zones including international
• Meeting / presentation management including preparation for SVP and other leaders

IT Support

• Responsible for supporting the Benefit & Employee Services Team
• Provide professional and timely service to internal and external customers
• Effective communication skills via telephone, email, and in-person
• Provide Workday platform navigation and access assistance to contact center requests
• Support team goals for performance metrics and service level agreement statistics for all cases
• Escalation of service delivery issues to on-site Lead and Corporate contacts as appropriate
• Participate in ongoing training relative to the functional area
• Form strong partnerships within the department and organization
• Identify and document areas of improvement or innovation through process change or automation

Bilingual Help Desk Specialist, Contact Center Representative

• Maintain tax profile data for OSV customers
• Process tax profile updates into multiple systems
• Act as a point of contact for tax inquiries
• Manage cases for assigned customer teams
• Maintain customer tax profiles by updating internal systems
• Analyze employee and employer-level payroll tax data
• Meet deadlines for ad hoc reports and inquiries
• Establish and maintain relationships with customers

Tax Data Specialist

Operations

• Own and manage operational processes across Benefits Administration, COBRA/Direct Bill, and related services
• Oversee daily workflows to ensure compliance with service-level agreements (SLAs), quality standards, and regulatory requirements
• Develop, implement, and monitor process documentation, controls, and standard operating procedures
• Partner with audit and compliance teams to maintain control matrices and support reviews
• Identify, evaluate, and implement process improvements, automation, and efficiency opportunities
• Use data and metrics to monitor performance, identify trends, and escalate issues requiring leadership attention
• Support new client implementations and ensure smooth integration into existing operations
• Provide coaching, performance feedback, and professional development for direct reports
• Facilitate training to ensure team members are proficient in processes and compliance standards
• Contribute to annual cycle activities such as Open Enrollment planning and execution
• Collaborate with other departments to align processes and advance organizational initiatives
• Perform other operational duties as assigned by leadership

Employee Services Manager – Operations

Artificial Intelligence

• Lead OneSource Virtual's enterprise-wide artificial intelligence adoption initiative.
• Drive strategic implementation of AI technologies across all departments.
• Coordinate communication plans to ensure seamless AI adoption strategies.
• Prepare executive-level presentations on AI strategy and implementation progress.
• Identify and mentor successors using metrics-driven approaches.
• Implement and enhance metric-based tracking and success measurements.

Senior Director, AI Strategy – Transformation

Business Analyst

• Define and own the product vision and roadmap across the Payments and Tax product lines
• Champion and model the use of AI tools in day-to-day product and BA work
• Build, mentor, and manage a high-performing team of Product Owners and Business Analysts
• Manage stakeholder expectations across all levels, including C-suite, VPs, and Directors
• Oversee product enhancements and new product launches from beginning to completion

Senior Director, Product Owner, Business Analyst

• Lead technology design and implementation across Payment and Tax product lines
• Set architectural direction for a high-velocity engineering organization
• Own enterprise architecture roadmap for Payment and Tax platforms
• Architect AI-consumable systems designed for LLM-driven processes
• Design and oversee data movement, ETL/ELT pipelines, and conversion strategies
• Define and govern standards for AI-assisted development across engineering teams
• Evaluate, recommend, and operationalize AI developer tooling
• Coach, mentor, and train developers and architects on both technical and process dimensions

Director of Enterprise Architecture

• Process nightly/daily tax integration files
• Research and resolve discrepancies identified during daily tax integrations
• Map new tax codes imported through the tax integrations
• Set up, map, and validate new tax codes
• Monitor Estimated Tax Payments and prepaid liabilities
• Maintain accuracy of employer profile data
• Process Manual Tax batches based on tasks, cases, or emails
• Work closely with cross-functional teams to troubleshoot and resolve tax setup issues
• File tax setup packets and related documentation in designated shared folders
• Enter Tax Credits requested via case from the customer

Tax Processor

Payroll

• Research and resolve customer tax out-of-balances in a timely manner
• Processes various mathematical calculations to determine how the data will conclude the best solutions
• Analysis of tax/payroll data on the employer and employee level of inspecting
• Transforming the goal of discovery, suggesting conclusions and supporting decision-making
• Ensures that the appropriate action taken, complies with the tax authority requirement
• Responsible for communicating to customers and document the cause of the tax discrepancy.

Payroll Tax Reconciliation Specialist

Analyst

• Assisting with Workday setup of OneSource Virtual services inside the Workday tenant and security framework
• Collaborate effectively with your team to gain knowledge on Services implementation methodology.
• Get a clear understanding of the process flows across all the different systems/technologies involved to take our customers live successfully.
• Identify issues and escalate appropriately.
• Assist in the transition of the customer from implementation team to client services team/support.
• Review assigned cases to identify resolutions across customers and/or internal users
• Assisting to ensure projects are delivered with the budget and on-time.
• Assist team with special projects in flight.
• Assist with testing and documentation of existing and new Service offerings.
• Assumes other duties as assigned by Manager