First Place For Youth-Join Our Team Video!Are you dedicated to empowering and supporting youth, regardless of their background? We're searching for passionate individuals to make a positive impact on the lives of foster youth. Become an integral part of their transformative journey and join the First Place for Youth team. About First Place for Youth, we're a leading non-profit organization dedicated to supporting foster youth in their transition to adulthood, with a focus on education, employment, and housing. We believe that all young people deserve the opportunity to thrive and lead successful, independent lives. Our comprehensive programs empower foster youth to overcome the unique challenges they face and build the skills, confidence, and connections they need to succeed. Why Work at First Place for Youth: Meaningful Impact: Help to transform the lives of foster youth on the cusp of adulthood. Your role will support them in their journey to conquer challenges, achieve independence, and fulfill their aspirations.Innovative Approach: We thrive on innovation, pushing the boundaries of foster care support. Your voice here matters, and you'll contribute to programs that redefine the futures of these young lives.Collaborative and Supportive Environment: Embrace a dynamic and supportive workplace, where every team member is valued. Together, we're a force dedicated to uplifting youth. Expect professional growth, fueled by teamwork and collaboration.Comprehensive Benefits: We value the well-being of our employees and offer a comprehensive benefits package. From health and wellness benefits to retirement plans, we ensure that our team members are taken care of so they can focus on their important work supporting foster youth.Culture of Diversity and Inclusion: We celebrate diversity in every form. At First Place for Youth, inclusivity reigns, creating a workplace where all voices are heard, respected, and empowered.POSITION OVERVIEW: The Program Manager is responsible to ensure high quality services and effective daily operations of all aspects of SF TAY (Transition Age Youth) Rapid Re-housing and Rising Up Programs. These programs provide direct services to individuals whom experience homelessness during transition age (18-24 years old), while building skills development in housing, healthy living, education and employment for independent living preparedness. This role is critical to the support of the mission to address and combat youth homelessness in the San Francisco area. Duties include contract, site, services and human resource management including hiring, evaluation, coaching and training. The Program Manager is responsible to ensure program outcomes, train and support in best practice implementation, cultivate external opportunities and partnerships promoting youth in reaching pathway to living wage opportunities, organize community building events, coordinate with contract partner Stakeholders and supervise direct-service Case Managers and Resource Specialist staff. The Program Manager provides leadership congruent with agency policy, values and mission provides management reports as required, and leads projects or functions as assigned. This position is expected to be onsite at our Oakland Headquarter Office a minimum of 3 days a week, in the community of San Francisco and the surrounding Bay Area. DUTIES + RESPONSIBILITIES: Program Operations Manage assigned programs and projects to ensure compliance with program, agency, and regulatory policy. Provide leadership and guidance to staff on all components and processes of First Place for Youth with emphasis on assigned programs and projects. Review data to monitor quality of services, track outcomes, and guide support areas Participate in the ongoing development, evaluation, and refinement of service delivery including field training and support to ensure quality and effectiveness of services. Ensure high fidelity to First Place for Youth standards and competencies among staff. Provide oversight and compliance checks to ensure accuracy and integrity of all documentation. In collaboration with director, support budgeting, contract control, reporting and renewal, and all aspects of program/projects. Oversee day-to-day operations and effective functioning of single site affordable housing and scattered sites rapid rehousing partnerships; track outcomes, implement case plans, ensure retention of clients in housing, education and employment outcomes, and transition planning towards self-sustainability. Professionally and effectively represent the agency as needed in meetings with collaborative partners, and at other meetings as deemed important to the advancement of First Place's mission and goals. Talent Management Hire, train, develop and supervise a team of direct service staff and support them on best practices for effective service partnerships with non-profit housing agencies and rapid rehousing partners. Ensure all aspects of jobs and minimum qualifications are adhered to. Manage performance of direct service staff to meet expectations in the areas of housing retention, resource and referral, workshop delivery, case management, education and employment coaching. Provide weekly one-on-one participant-centered supervision to service staff. Provide on-going in-service training to ensure highly qualified and developing staff able to engage and support participants toward outcome achievement. Provide guidance to ensure focus on housing stability and income attainment toward long term housing stability. Provide guidance to ensure accuracy of housing information provided to staff including affordable housing applications, rapid rehousing information and referral, and eviction prevention services. Facilitate regular team meetings for direct service staff at affordable housing and rapid rehousing sites to increase collaboration, resource sharing and program fidelity. Ensure program data is entered on time and correctly to support program evaluation and outcomes tracking. Conduct yearly reviews of direct reports using the guidelines set forth in respective work plans for each staff member. Community Outreach and Engagement Cultivate community partnerships across multiple jurisdictions with local businesses, employment service agencies, educational institutes, and social service supporters that support participants reach their goals. Ensure robust awareness and access to community resources for all staff. In conjunction with director, provide leadership in collaborative meetings with program partners. Attend and represent agency interests at community meetings as assigned. Participate in coordinated entry and matching meetings to promote rapid entrance and engagement of youth with program staff toward achieving housing goals. Support First Place staff and, through that support, youth to navigate eligibility and regulatory requirements of each housing provider. Ensure rapid and effective response to manage vacancies, resident transitions, serious housing concerns and landlord/tenant issues that arise. Develop and maintain positive relationships with affordable housing providers and community partners that can further expand stable housing opportunities for Transition Age Youth. Orchestrate site visits and tours for funders and community providers to demonstrate how the First-Place partnerships with nonprofit affordable housing providers offer TAY a permanent housing solution. Direct Youth support May provide in vivo support to promote conflict resolution, safety or action planning, or crisis de-escalation. Provide direct support to participants during staff absence or vacancyOther duties as assigned. QUALIFICATIONS: Bachelor's degree required. Master's degree in counseling, psychology or Social Work is a plus.Four years' experience with at-risk youth at least one of which working with homeless youth or in affordable housing environment. Related MSW or equivalent degree can count for two experience years.A strong dedication to cultural competency that creates conditions that remove barriers and increase a sense of belonging.Two plus years supervisory experience with desire to be a leader in high energy environment preferred.Demonstrated success organizing, managing and evaluating programs, events, campaigns or productions.Dependable car, valid driver's license, and proof of insurance preferred.Computer skills Proficiency with Microsoft Office applications including MS Word, Excel, Access, and PowerPoint, Project and Outlook. Experience with database systems is a plus.Strong Communication skills - Exceptional oral and written communication skills including the demonstrated ability to research, assimilate, and analyze information,Academic/Career experience.Computer/Software skills.Availability for occasional evening and weekend work and some travel as needed. Benefits: 15 days of vacation time in the first year12 days of sick time2 floating holidays15 paid holidaysEmployee's choice of Kaiser or UCH HMO/PPO with up to 90% of the premium covered by First Place on certain plansPrincipal dental and vision coverage with up to 90% of the premium covered by First PlaceHealthcare and Dependent care FSA plansPrincipal basic life and voluntary life insurance coverageEmployee Assistance Program401(k) retirement savings plan Paid sabbatical We do not offer relocation assistance Local candidates preferred Pay will be determined based on Education and Experience. If you are passionate about making a difference in the lives of transition age foster youth and want to join a dynamic and impactful organization, we invite you to apply. Together, let's empower transition age foster youth to achieve their dreams and build a brighter future . click apply for full job details
08/07/2026
Full time
First Place For Youth-Join Our Team Video!Are you dedicated to empowering and supporting youth, regardless of their background? We're searching for passionate individuals to make a positive impact on the lives of foster youth. Become an integral part of their transformative journey and join the First Place for Youth team. About First Place for Youth, we're a leading non-profit organization dedicated to supporting foster youth in their transition to adulthood, with a focus on education, employment, and housing. We believe that all young people deserve the opportunity to thrive and lead successful, independent lives. Our comprehensive programs empower foster youth to overcome the unique challenges they face and build the skills, confidence, and connections they need to succeed. Why Work at First Place for Youth: Meaningful Impact: Help to transform the lives of foster youth on the cusp of adulthood. Your role will support them in their journey to conquer challenges, achieve independence, and fulfill their aspirations.Innovative Approach: We thrive on innovation, pushing the boundaries of foster care support. Your voice here matters, and you'll contribute to programs that redefine the futures of these young lives.Collaborative and Supportive Environment: Embrace a dynamic and supportive workplace, where every team member is valued. Together, we're a force dedicated to uplifting youth. Expect professional growth, fueled by teamwork and collaboration.Comprehensive Benefits: We value the well-being of our employees and offer a comprehensive benefits package. From health and wellness benefits to retirement plans, we ensure that our team members are taken care of so they can focus on their important work supporting foster youth.Culture of Diversity and Inclusion: We celebrate diversity in every form. At First Place for Youth, inclusivity reigns, creating a workplace where all voices are heard, respected, and empowered.POSITION OVERVIEW: The Program Manager is responsible to ensure high quality services and effective daily operations of all aspects of SF TAY (Transition Age Youth) Rapid Re-housing and Rising Up Programs. These programs provide direct services to individuals whom experience homelessness during transition age (18-24 years old), while building skills development in housing, healthy living, education and employment for independent living preparedness. This role is critical to the support of the mission to address and combat youth homelessness in the San Francisco area. Duties include contract, site, services and human resource management including hiring, evaluation, coaching and training. The Program Manager is responsible to ensure program outcomes, train and support in best practice implementation, cultivate external opportunities and partnerships promoting youth in reaching pathway to living wage opportunities, organize community building events, coordinate with contract partner Stakeholders and supervise direct-service Case Managers and Resource Specialist staff. The Program Manager provides leadership congruent with agency policy, values and mission provides management reports as required, and leads projects or functions as assigned. This position is expected to be onsite at our Oakland Headquarter Office a minimum of 3 days a week, in the community of San Francisco and the surrounding Bay Area. DUTIES + RESPONSIBILITIES: Program Operations Manage assigned programs and projects to ensure compliance with program, agency, and regulatory policy. Provide leadership and guidance to staff on all components and processes of First Place for Youth with emphasis on assigned programs and projects. Review data to monitor quality of services, track outcomes, and guide support areas Participate in the ongoing development, evaluation, and refinement of service delivery including field training and support to ensure quality and effectiveness of services. Ensure high fidelity to First Place for Youth standards and competencies among staff. Provide oversight and compliance checks to ensure accuracy and integrity of all documentation. In collaboration with director, support budgeting, contract control, reporting and renewal, and all aspects of program/projects. Oversee day-to-day operations and effective functioning of single site affordable housing and scattered sites rapid rehousing partnerships; track outcomes, implement case plans, ensure retention of clients in housing, education and employment outcomes, and transition planning towards self-sustainability. Professionally and effectively represent the agency as needed in meetings with collaborative partners, and at other meetings as deemed important to the advancement of First Place's mission and goals. Talent Management Hire, train, develop and supervise a team of direct service staff and support them on best practices for effective service partnerships with non-profit housing agencies and rapid rehousing partners. Ensure all aspects of jobs and minimum qualifications are adhered to. Manage performance of direct service staff to meet expectations in the areas of housing retention, resource and referral, workshop delivery, case management, education and employment coaching. Provide weekly one-on-one participant-centered supervision to service staff. Provide on-going in-service training to ensure highly qualified and developing staff able to engage and support participants toward outcome achievement. Provide guidance to ensure focus on housing stability and income attainment toward long term housing stability. Provide guidance to ensure accuracy of housing information provided to staff including affordable housing applications, rapid rehousing information and referral, and eviction prevention services. Facilitate regular team meetings for direct service staff at affordable housing and rapid rehousing sites to increase collaboration, resource sharing and program fidelity. Ensure program data is entered on time and correctly to support program evaluation and outcomes tracking. Conduct yearly reviews of direct reports using the guidelines set forth in respective work plans for each staff member. Community Outreach and Engagement Cultivate community partnerships across multiple jurisdictions with local businesses, employment service agencies, educational institutes, and social service supporters that support participants reach their goals. Ensure robust awareness and access to community resources for all staff. In conjunction with director, provide leadership in collaborative meetings with program partners. Attend and represent agency interests at community meetings as assigned. Participate in coordinated entry and matching meetings to promote rapid entrance and engagement of youth with program staff toward achieving housing goals. Support First Place staff and, through that support, youth to navigate eligibility and regulatory requirements of each housing provider. Ensure rapid and effective response to manage vacancies, resident transitions, serious housing concerns and landlord/tenant issues that arise. Develop and maintain positive relationships with affordable housing providers and community partners that can further expand stable housing opportunities for Transition Age Youth. Orchestrate site visits and tours for funders and community providers to demonstrate how the First-Place partnerships with nonprofit affordable housing providers offer TAY a permanent housing solution. Direct Youth support May provide in vivo support to promote conflict resolution, safety or action planning, or crisis de-escalation. Provide direct support to participants during staff absence or vacancyOther duties as assigned. QUALIFICATIONS: Bachelor's degree required. Master's degree in counseling, psychology or Social Work is a plus.Four years' experience with at-risk youth at least one of which working with homeless youth or in affordable housing environment. Related MSW or equivalent degree can count for two experience years.A strong dedication to cultural competency that creates conditions that remove barriers and increase a sense of belonging.Two plus years supervisory experience with desire to be a leader in high energy environment preferred.Demonstrated success organizing, managing and evaluating programs, events, campaigns or productions.Dependable car, valid driver's license, and proof of insurance preferred.Computer skills Proficiency with Microsoft Office applications including MS Word, Excel, Access, and PowerPoint, Project and Outlook. Experience with database systems is a plus.Strong Communication skills - Exceptional oral and written communication skills including the demonstrated ability to research, assimilate, and analyze information,Academic/Career experience.Computer/Software skills.Availability for occasional evening and weekend work and some travel as needed. Benefits: 15 days of vacation time in the first year12 days of sick time2 floating holidays15 paid holidaysEmployee's choice of Kaiser or UCH HMO/PPO with up to 90% of the premium covered by First Place on certain plansPrincipal dental and vision coverage with up to 90% of the premium covered by First PlaceHealthcare and Dependent care FSA plansPrincipal basic life and voluntary life insurance coverageEmployee Assistance Program401(k) retirement savings plan Paid sabbatical We do not offer relocation assistance Local candidates preferred Pay will be determined based on Education and Experience. If you are passionate about making a difference in the lives of transition age foster youth and want to join a dynamic and impactful organization, we invite you to apply. Together, let's empower transition age foster youth to achieve their dreams and build a brighter future . click apply for full job details
TrueCare is a trusted healthcare provider serving San Diego and Riverside Counties, offering compassionate and comprehensive care to underserved communities. We are committed to making healthcare accessible to everyone, regardless of income or insurance status. With a focus on culturally sensitive, affordable services, TrueCare aims to improve the health of diverse communities. Our vision is to be the premier healthcare provider in the region, delivering exceptional patient experiences through innovative, integrated care. The Back-End Revenue Cycle Manager is responsible for managing the day-to-day activities of the billing staff to ensure accurate and timely billing of claims, review of denials, adjustments, and write-offs and monitor accounts receivable balances to ensure compliance with TrueCare goals. The Back-End RC Manager will also work collaboratively with Finance and Operations leaders to maximize revenues and Medical Staff Office credentialing to ensure providers are properly enrolled in health plans. Duties & Responsibilities: Manage the day-to-day operations of the RC department by providing direction, scheduling assignments, coordinating workflow, and assigning priorities. Develop training and performance standards and measures consistent with industry healthcare standards and ensure achievement of goals. Provide oversight of the billing cycle to maximize revenue and manage accounts receivable balances. Establish, implement, and provide direct oversight of departmental productivity standards ensuring accurate and timely submission of all claims to maximize potential revenue. Develop and implement feedback mechanisms for resolution of most frequent/costly denials in a timely fashion to improve billing efficiencies and cash flow. Ensure timely billing and collection of all Program Income, including Federal and State agencies, insurance companies, patients, and other third-party payers. Implement and maintain systems to audit billing submissions, payment posting, collections, denials, and adjustments including write-offs to ensure accuracy of accounts receivable, timely claims adjudication, and revenue maximization. Operationalize coding changes, program updates, and regulatory changes organization-wide, including RC, practice management (system and key players), and clinical operations. Assist, as needed, with billing/audit questions, ambulatory inquiries, education, database maintenance, statistical analysis, and processing of reviews of internal audits. Develop reports and analysis, as needed, to monitor revenue, quality, quantity, timely submissions, coding compliance, and general billing standards to meet Federal, State, health plan, and local requirements. Analyze trends of coding, charges, collections, adjustments, write offs, and accounts receivable balances and make appropriate changes to align staff and maximize revenue. In collaboration with the Revenue Cycle Director, ensure health plan information is up to date. In collaboration with Medical Staff Office, ensure timely insurance plan enrollment for providers. Manage daily, monthly, and annual close processes including the distribution of system generated financial reports. Assist in assuring that all billing department policies and procedures are accurately documented on PolicyTech by providing the Revenue Cycle Director with changes as they are identified. Ensure implementation of all billing and coding plans, programs, and projects among the team. Maintain a working knowledge of departmental coding operations and act as an in-house expert on issues pertaining to specialty coding and reimbursement. Assist in the annual independent audit as related to Program Income and Accounts Receivable matters. Provide responses to all internal and external audits as well as compliance audits and issues. Required Qualifications: Bachelor's degree from an accredited institution in business, healthcare administration, or a related field or an equivalent combination of education and professional experience in a related field. A minimum of two (2) years prior supervisory experience. A minimum of three (3) years of experience in healthcare operations, business, or administrative functions. Experience working in a community clinic or a Federally Qualified Health Center (FQHC). Knowledge of HIPAA privacy and security regulations. Working knowledge of CPT, ICD9 and ICD10 codes, third party payor reimbursement including community clinic or FQHC expertise, billing and insurance regulations, medical terminology, insurance benefits, and appeal processes. Knowledge of third-party billing and state and federal collection regulations. Experience with an electronic health record system. Proficiency in Microsoft Office suite products, including Outlook, Word, Excel, and PowerPoint. Desired Qualifications: Management experience. Experience in an ambulatory setting, with medical billing and collections. A minimum of one professional coding or healthcare compliance certification (such as Certified Coding Specialist - Physician-based, Certified Professional Coder, Registered Health Information Administrator, or Registered Health Information Technician). Two to three years of coding experience. Benefits: Competitive Compensation Competitive Time Off Low-cost health, dental, vision & life insurance Tuition Reimbursement, Employee Assistance program The pay range for this role is $90,776 to $136,165 on an annual basis. Pay transparency: If you are hired at TrueCare, your salary will be determined based on factors such as education, knowledge, skills, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members when determining an offer. TrueCare is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of any characteristic protected by applicable federal, state, or local law. Our goal is to support all team members recruited or employed here. Powered by JazzHR Compensation details: 65 PI76ec9f6-
08/07/2026
Full time
TrueCare is a trusted healthcare provider serving San Diego and Riverside Counties, offering compassionate and comprehensive care to underserved communities. We are committed to making healthcare accessible to everyone, regardless of income or insurance status. With a focus on culturally sensitive, affordable services, TrueCare aims to improve the health of diverse communities. Our vision is to be the premier healthcare provider in the region, delivering exceptional patient experiences through innovative, integrated care. The Back-End Revenue Cycle Manager is responsible for managing the day-to-day activities of the billing staff to ensure accurate and timely billing of claims, review of denials, adjustments, and write-offs and monitor accounts receivable balances to ensure compliance with TrueCare goals. The Back-End RC Manager will also work collaboratively with Finance and Operations leaders to maximize revenues and Medical Staff Office credentialing to ensure providers are properly enrolled in health plans. Duties & Responsibilities: Manage the day-to-day operations of the RC department by providing direction, scheduling assignments, coordinating workflow, and assigning priorities. Develop training and performance standards and measures consistent with industry healthcare standards and ensure achievement of goals. Provide oversight of the billing cycle to maximize revenue and manage accounts receivable balances. Establish, implement, and provide direct oversight of departmental productivity standards ensuring accurate and timely submission of all claims to maximize potential revenue. Develop and implement feedback mechanisms for resolution of most frequent/costly denials in a timely fashion to improve billing efficiencies and cash flow. Ensure timely billing and collection of all Program Income, including Federal and State agencies, insurance companies, patients, and other third-party payers. Implement and maintain systems to audit billing submissions, payment posting, collections, denials, and adjustments including write-offs to ensure accuracy of accounts receivable, timely claims adjudication, and revenue maximization. Operationalize coding changes, program updates, and regulatory changes organization-wide, including RC, practice management (system and key players), and clinical operations. Assist, as needed, with billing/audit questions, ambulatory inquiries, education, database maintenance, statistical analysis, and processing of reviews of internal audits. Develop reports and analysis, as needed, to monitor revenue, quality, quantity, timely submissions, coding compliance, and general billing standards to meet Federal, State, health plan, and local requirements. Analyze trends of coding, charges, collections, adjustments, write offs, and accounts receivable balances and make appropriate changes to align staff and maximize revenue. In collaboration with the Revenue Cycle Director, ensure health plan information is up to date. In collaboration with Medical Staff Office, ensure timely insurance plan enrollment for providers. Manage daily, monthly, and annual close processes including the distribution of system generated financial reports. Assist in assuring that all billing department policies and procedures are accurately documented on PolicyTech by providing the Revenue Cycle Director with changes as they are identified. Ensure implementation of all billing and coding plans, programs, and projects among the team. Maintain a working knowledge of departmental coding operations and act as an in-house expert on issues pertaining to specialty coding and reimbursement. Assist in the annual independent audit as related to Program Income and Accounts Receivable matters. Provide responses to all internal and external audits as well as compliance audits and issues. Required Qualifications: Bachelor's degree from an accredited institution in business, healthcare administration, or a related field or an equivalent combination of education and professional experience in a related field. A minimum of two (2) years prior supervisory experience. A minimum of three (3) years of experience in healthcare operations, business, or administrative functions. Experience working in a community clinic or a Federally Qualified Health Center (FQHC). Knowledge of HIPAA privacy and security regulations. Working knowledge of CPT, ICD9 and ICD10 codes, third party payor reimbursement including community clinic or FQHC expertise, billing and insurance regulations, medical terminology, insurance benefits, and appeal processes. Knowledge of third-party billing and state and federal collection regulations. Experience with an electronic health record system. Proficiency in Microsoft Office suite products, including Outlook, Word, Excel, and PowerPoint. Desired Qualifications: Management experience. Experience in an ambulatory setting, with medical billing and collections. A minimum of one professional coding or healthcare compliance certification (such as Certified Coding Specialist - Physician-based, Certified Professional Coder, Registered Health Information Administrator, or Registered Health Information Technician). Two to three years of coding experience. Benefits: Competitive Compensation Competitive Time Off Low-cost health, dental, vision & life insurance Tuition Reimbursement, Employee Assistance program The pay range for this role is $90,776 to $136,165 on an annual basis. Pay transparency: If you are hired at TrueCare, your salary will be determined based on factors such as education, knowledge, skills, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members when determining an offer. TrueCare is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of any characteristic protected by applicable federal, state, or local law. Our goal is to support all team members recruited or employed here. Powered by JazzHR Compensation details: 65 PI76ec9f6-
GreenState Credit Union Senior Salesforce Operations Specialist US-IA-North Liberty Job ID: # of Openings: 1 Category: Marketing GreenState Credit Union Overview The Senior Salesforce Operations Specialist coordinates cross-functional efforts between business stakeholders, Salesforce delivery teams, and compliance and audit partners to support a secure, scalable, and well-governed platform. The Senior Salesforce Operations Specialist oversees the intake and evaluation of enhancement requests and helps drive delivery coordination. For larger initiatives, this role will step in as a project manager to support planning, timelines, and execution. This position also helps ensure data integrity, platform standards, and regulatory requirements are consistently upheld. The ideal candidate is highly organized, communicates effectively across teams, and can balance governance, operational support, and project coordination to maintain a healthy Salesforce environment that scales with the business. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package. Responsibilities Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Coordinate Salesforce demand intake and assist with overseeing evaluation process, including facilitating meetings as needed, coordinating and organizing moving parts with teams impacted, and assessing each request for compliance implications. Partner with VP Salesforce and business owners to ensure requests align to roadmap and strategy. Ensure regulatory and audit compliance working with compliance and audit teams to keep Salesforce platform adhering to credit union policies and controls. Ensure risk, compliance, and audit readiness. Maintain documentation, controls, and policy adherence. Organize timelines and ensure enhancements meet deadlines. Act as Salesforce project coordinator for internal and external project implementations. Measure success of Salesforce enhancements as it relates to ROI. Assist with defining project scopes, goals, timelines, and deliverables in collaboration with stakeholders. Coordinate internal and external resources, ensuring timely execution and delivery. Monitor project risks, dependencies, and communication with stakeholders at all levels. Communicate platform project status and delivery outcomes to leadership. Facilitate cross-functional meetings, maintain documentation, and ensure consistent communication across all levels. Monitor project milestones and deliverables, ensuring adherence to quality standards. Maintain and enforce platform governance standards (naming conventions, data ownership, usage policies). Monitor and report on data quality metrics, driving remediation initiatives. Track platform KPIs (adoption, performance, data integrity). Document and communicate decision rationales to stakeholders as needed. Identify opportunities to enhance platform adoption and operational efficiency. Maintain documentation, security roles, and compliance procedures. Perform other duties and responsibilities as assigned. Qualifications Bachelor's degree. 5+ years' experience in project management and operations. Strong organization skills (planning and prioritizing) and communication skills (written, verbal, and listening) are critical in this position. Strong cross-functional leadership, communication, attention to detail, and change management skills. Experience leading cross-functional projects or programs. Experience working with compliance, risk, or audit teams. Strong interpersonal skills required for internal and external credit union communications. Proficiency in a variety of PC software programs, including the Microsoft Office application suite. Understanding of products (Sales Cloud, Service Cloud, Financial Services Cloud, Marketing Cloud a plus). Familiarity with Agile project delivery methodologies a plus. Proficient with project tools like Jira, Confluence, or Smartsheet a plus. Experience in financial services, banking, or credit unions a plus. Ability, availability and willingness to work additional hours as needed by the workload and the credit union's rapidly changing competitive environment. Support diverse and inclusive work environment. Must be bondable. Reporting Relationship Reports to the VP Salesforce. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI04a83d20f5-
08/06/2026
Full time
GreenState Credit Union Senior Salesforce Operations Specialist US-IA-North Liberty Job ID: # of Openings: 1 Category: Marketing GreenState Credit Union Overview The Senior Salesforce Operations Specialist coordinates cross-functional efforts between business stakeholders, Salesforce delivery teams, and compliance and audit partners to support a secure, scalable, and well-governed platform. The Senior Salesforce Operations Specialist oversees the intake and evaluation of enhancement requests and helps drive delivery coordination. For larger initiatives, this role will step in as a project manager to support planning, timelines, and execution. This position also helps ensure data integrity, platform standards, and regulatory requirements are consistently upheld. The ideal candidate is highly organized, communicates effectively across teams, and can balance governance, operational support, and project coordination to maintain a healthy Salesforce environment that scales with the business. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package. Responsibilities Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Coordinate Salesforce demand intake and assist with overseeing evaluation process, including facilitating meetings as needed, coordinating and organizing moving parts with teams impacted, and assessing each request for compliance implications. Partner with VP Salesforce and business owners to ensure requests align to roadmap and strategy. Ensure regulatory and audit compliance working with compliance and audit teams to keep Salesforce platform adhering to credit union policies and controls. Ensure risk, compliance, and audit readiness. Maintain documentation, controls, and policy adherence. Organize timelines and ensure enhancements meet deadlines. Act as Salesforce project coordinator for internal and external project implementations. Measure success of Salesforce enhancements as it relates to ROI. Assist with defining project scopes, goals, timelines, and deliverables in collaboration with stakeholders. Coordinate internal and external resources, ensuring timely execution and delivery. Monitor project risks, dependencies, and communication with stakeholders at all levels. Communicate platform project status and delivery outcomes to leadership. Facilitate cross-functional meetings, maintain documentation, and ensure consistent communication across all levels. Monitor project milestones and deliverables, ensuring adherence to quality standards. Maintain and enforce platform governance standards (naming conventions, data ownership, usage policies). Monitor and report on data quality metrics, driving remediation initiatives. Track platform KPIs (adoption, performance, data integrity). Document and communicate decision rationales to stakeholders as needed. Identify opportunities to enhance platform adoption and operational efficiency. Maintain documentation, security roles, and compliance procedures. Perform other duties and responsibilities as assigned. Qualifications Bachelor's degree. 5+ years' experience in project management and operations. Strong organization skills (planning and prioritizing) and communication skills (written, verbal, and listening) are critical in this position. Strong cross-functional leadership, communication, attention to detail, and change management skills. Experience leading cross-functional projects or programs. Experience working with compliance, risk, or audit teams. Strong interpersonal skills required for internal and external credit union communications. Proficiency in a variety of PC software programs, including the Microsoft Office application suite. Understanding of products (Sales Cloud, Service Cloud, Financial Services Cloud, Marketing Cloud a plus). Familiarity with Agile project delivery methodologies a plus. Proficient with project tools like Jira, Confluence, or Smartsheet a plus. Experience in financial services, banking, or credit unions a plus. Ability, availability and willingness to work additional hours as needed by the workload and the credit union's rapidly changing competitive environment. Support diverse and inclusive work environment. Must be bondable. Reporting Relationship Reports to the VP Salesforce. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI04a83d20f5-
GreenState Credit Union MAC Specialist I US-IA-North Liberty Job ID: # of Openings: 1 Category: Retail GreenState Credit Union Overview Serves as a key member of the Member Assistance Center by providing high quality service experiences to members through phone and digital interactions. This position will build relationships with members across various channels serviceable at a first-tier of support. The individual will process transactions in a professional, accurate and efficient manner. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $23.61 - $27.60/hr with a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Promotes and implements the values of the Member Assistance Center. The qualified candidate will be member focused, show excellence and accuracy in all work, demonstrate integrity, share one vision through teamwork, continually look for improvement, openly mentor others and respect others. Assists members and potential members with telephone and digital service channels by: Answering questions about GreenState products and services Performing transactions and resolving problems that are within their authority to resolve. Refer problems that are beyond their authority to the appropriate group along with their recommendations. Ensuring timely follow up in interactions requiring it for continuation of high-quality member service. Demonstrates excellence, integrity, teamwork and respect for others, in all their work. Displays expertise in all GreenState Credit Union products and services and can effectively cross-sell other products. Research and resolves complex member service issues with limited supervision. Educates members on the use of digital or self-service platforms and provides technical support while utilizing those platforms. Uses a computerized system for member verification, gathering relevant information to complete various transactions/requests while ensuring they are in accordance with the appropriate processes and procedures. Supports the department through accurate and timely completion of processing related tasks, such as document processing or responding to internal requests. Demonstrates a high degree of accuracy, attention to detail and multi-tasking ability. Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events. Contributes positively to the strategic objectives and culture of the department. Educates members on all Credit Union products and services. Meets or exceeds established department and individual goals as identified by departmental leadership. All other duties as assigned. Qualifications High school diploma or the equivalent (i.e. GED) and 0-2 years of experience, preferably in a communication center and/or financial institution. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Individual must be comfortable being on camera at all times. Individuals must be able to conduct company business via phone and digital platforms. Ability to read and interpret documents such as procedure manuals. Ability to prioritize and work efficiently in a fast pace environment. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Must be bondable. Highly skilled in mult-tasking ability, accuracy and attention to detail. Thorough knowledge of deposit products and regulations. Ability to develop and maintain effective working relationships with co-workers Reporting Relationship Reports to the Member Assistance Center Service Supervisor. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI9c1f009bcef7-8337
08/02/2026
Full time
GreenState Credit Union MAC Specialist I US-IA-North Liberty Job ID: # of Openings: 1 Category: Retail GreenState Credit Union Overview Serves as a key member of the Member Assistance Center by providing high quality service experiences to members through phone and digital interactions. This position will build relationships with members across various channels serviceable at a first-tier of support. The individual will process transactions in a professional, accurate and efficient manner. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $23.61 - $27.60/hr with a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Promotes and implements the values of the Member Assistance Center. The qualified candidate will be member focused, show excellence and accuracy in all work, demonstrate integrity, share one vision through teamwork, continually look for improvement, openly mentor others and respect others. Assists members and potential members with telephone and digital service channels by: Answering questions about GreenState products and services Performing transactions and resolving problems that are within their authority to resolve. Refer problems that are beyond their authority to the appropriate group along with their recommendations. Ensuring timely follow up in interactions requiring it for continuation of high-quality member service. Demonstrates excellence, integrity, teamwork and respect for others, in all their work. Displays expertise in all GreenState Credit Union products and services and can effectively cross-sell other products. Research and resolves complex member service issues with limited supervision. Educates members on the use of digital or self-service platforms and provides technical support while utilizing those platforms. Uses a computerized system for member verification, gathering relevant information to complete various transactions/requests while ensuring they are in accordance with the appropriate processes and procedures. Supports the department through accurate and timely completion of processing related tasks, such as document processing or responding to internal requests. Demonstrates a high degree of accuracy, attention to detail and multi-tasking ability. Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events. Contributes positively to the strategic objectives and culture of the department. Educates members on all Credit Union products and services. Meets or exceeds established department and individual goals as identified by departmental leadership. All other duties as assigned. Qualifications High school diploma or the equivalent (i.e. GED) and 0-2 years of experience, preferably in a communication center and/or financial institution. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Individual must be comfortable being on camera at all times. Individuals must be able to conduct company business via phone and digital platforms. Ability to read and interpret documents such as procedure manuals. Ability to prioritize and work efficiently in a fast pace environment. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Must be bondable. Highly skilled in mult-tasking ability, accuracy and attention to detail. Thorough knowledge of deposit products and regulations. Ability to develop and maintain effective working relationships with co-workers Reporting Relationship Reports to the Member Assistance Center Service Supervisor. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI9c1f009bcef7-8337