This role is responsible for managing the team's incoming task requests from senior management as well as partner offices, allocating resources and tasks to maintain service standards, and developing and maintaining documentation for onboarding new Platform Partners.
Requirements
- Manage incoming emails, license requests, SoS updates, registered agent, or other tasks
- Work with partner offices and subject matter experts to resolve questions and understand nuances with onboarding new platform partners
- Provide guidance to team members and partner offices for the appropriate process onboarding and maintaining platform partners licenses
- Reach out to 3rd party vendors to discover requirements needed to finalize onboarding or complete annual filings
- Send out required documents to partner offices for onboarding; receive and review required documentation; enter and submit documentation to 3rd party vendors
- Work with 3rd party vendors to help file and maintain license documentation for all new and existing partner offices
- Document and update contact information for each partner office
Benefits
- Medical/Dental/Vision Insurance
- 401(k) Retirement Plan
- Paid Holidays
- PTO
- Community Service PTO
- FSA/HSA
- Life Insurance
- Short-Term and Long-Term Disability