Boldr

• Team Leadership: Supervise and lead a team of team members during the assigned shift. Provide guidance, coaching, and support to ensure team members meet their goals and objectives. • Quality Assurance: Ensure support and acknowledgment of quality standards aligned with our client and customer experience. Implement quality control procedures and address any quality issues promptly. • Performance Metrics: Monitor and track key performance metrics, such as agent tasks and responsibilities. Take corrective actions as needed to meet or exceed performance targets. • Training and Development: Train new associates and provide ongoing training to existing team members to enhance their skills and knowledge. Foster a culture of continuous improvements through weekly 1:1s and impromptu coaching sessions. • Communication: Maintain open and effective communication channels with team members, other shift leads, and management. Report any issues, escalations, or opportunities for improvement. • Problem Solving: Address operational challenges and resolve issues that may arise during the shift. Collaborate with other departments to find solutions to complex problems. • Helpdesk Management: Ensure the helpdesk is managed by checking agent availability and SLA tickets. • Ensuring you are available as the POC in the management queue to do escalations.

Role Description As a Team Lead, you are responsible for executing processes defined by the client or management. You will need to efficiently manage a large amount of often sensitive or confidential information. The role will require keen attention to detail while maintaining productivity at defined proficiency levels. Qualifications - Bachelor's/College Degree in any field you’re passionate about! - 1 year of leadership experience. - 3+ years of Customer Support experience. - Basic knowledge of cloud-based applications such as Google Drive, Google Sheets, Google Docs, and MS Office applications. - Excellent verbal and written communication skills. - An ability to understand and communicate complex ideas to clients. - Aptitude to quickly learn and navigate new technology, systems, and applications. - Ability to accept feedback gracefully and with an open mind. - Customer orientation and ability to adapt/respond to customers with diverse backgrounds. Requirements - Supervise and lead a team of team members during the assigned shift. - Provide guidance, coaching, and support to ensure team members meet their goals and objectives. - Ensure support and acknowledgment of quality standards aligned with our client and customer experience. - Implement quality control procedures and address any quality issues promptly. - Monitor and track key performance metrics, such as agent tasks and responsibilities. - Take corrective actions as needed to meet or exceed performance targets. - Train new associates and provide ongoing training to existing team members to enhance their skills and knowledge. - Foster a culture of continuous improvements through weekly 1:1s and impromptu coaching sessions. - Maintain open and effective communication channels with team members, other shift leads, and management. - Report any issues, escalations, or opportunities for improvement. - Address operational challenges and resolve issues that may arise during the shift. - Collaborate with other departments to find solutions to complex problems. - Ensure the helpdesk is managed by checking agent availability and SLA tickets. - Be available as the POC in the management queue to do escalations. Benefits - Impact-driven work environment. - Opportunity to contribute to Boldr's growth and purpose. - Supportive team culture that values authenticity, curiosity, and dynamism.

Role Description As a Customer Advocate, you will be responsible for interacting with customers to address inquiries and resolve complaints regarding the clients’ products and services. In this position, you will collaborate with internal and external teams in handling the needs of the customer to provide excellent customer service in a timely and professional manner. What Will You Do - Interact with customers to provide and process accurate, valid, and complete information with the highest degree of empathy, courtesy, and professionalism. - Perform problem tracking and ensure that issues are properly documented, prioritized, tracked, and resolved. - Ensure proper and timely escalation of issues to meet internal and external expectations. - Identify opportunities and recommendations for continuous process improvement. - Deliver service excellence and maximize customer service and satisfaction. - Work with the external team to stay updated on product and service knowledge. Qualifications - Curious and authentic, just like us! #beboldr - An analytical and critical thinker, with an eye for even the most minute of details. - Passionate about client satisfaction. Requirements - 6 months to 1 year of customer service experience (may it be email, phone, or chat support). - Basic knowledge of cloud-based applications (Google Drive, Google Sheets, Google Docs) and MS Office applications. - Excellent reading comprehension, verbal, and written communication skills. - Strong and effective phone contact handling skills. - An ability to understand and communicate complex ideas to customers, both verbally and in written form. - Aptitude to quickly learn and navigate new technology, systems, and applications. - Ability to accept feedback gracefully and with an open mind. - Intermediate understanding of common Customer Experience best practices. - Customer orientation and ability to adapt/respond to different types of characters.

• Manage data clean-up in platform tools used by the team (such as Helpdesk, ClickUp, and Workable). • Maintain accurate and up-to-date candidate records in the applicant tracking system. • Manage and organize recruitment-related documents, ensuring strict compliance with data protection regulations. • Assist in generating recruitment reports and metrics to track progress and performance. • Post job openings on various job boards and company career websites. • Coordinate background checks, reference checks, and other pre-employment requirements. • Generate contracts and manage offer acceptance documentation. • Manage the hiring feedback process to ensure the Talent Acquisition team is aware of feedback after a role has closed. • Collaborate with the HR team to facilitate a seamless onboarding process for new hires. • Ensure that new hire paperwork, orientation materials, and training schedules are prepared in advance. • Handle other recruiter tasks as assigned from time to time.

• Manage data clean-up in platform tools used by the team (such as Helpdesk, ClickUp, and Workable). • Maintain accurate and up-to-date candidate records in the applicant tracking system. • Manage and organize recruitment-related documents, ensuring strict compliance with data protection regulations. • Assist in generating recruitment reports and metrics to track progress and performance. • Post job openings on various job boards and company career websites. • Coordinate background checks, reference checks, and other pre-employment requirements. • Generate contracts and manage offer acceptance documentation. • Manage the hiring feedback process to ensure the Talent Acquisition team is aware of feedback after a role has closed. • Collaborate with the HR team to facilitate a seamless onboarding process for new hires. • Ensure that new hire paperwork, orientation materials, and training schedules are prepared in advance. • Handle other recruiter tasks as assigned from time to time.

• Manage data clean-up in platform tools used by the team (such as Helpdesk, ClickUp, and Workable). • Maintain accurate and up-to-date candidate records in the applicant tracking system. • Manage and organize recruitment-related documents, ensuring strict compliance with data protection regulations. • Assist in generating recruitment reports and metrics to track progress and performance. • Post job openings on various job boards and company career websites. • Coordinate background checks, reference checks, and other pre-employment requirements. • Generate contracts and manage offer acceptance documentation. • Manage the hiring feedback process to ensure the Talent Acquisition team is aware of feedback after a role has closed. • Collaborate with the HR team to facilitate a seamless onboarding process for new hires. • Ensure that new hire paperwork, orientation materials, and training schedules are prepared in advance. • Handle other recruiter tasks as assigned from time to time.

Role Description As a Recruitment Operations Coordinator at Boldr, you will play an instrumental role in enhancing our Talent Acquisition process. In this position, you will assist in streamlining recruitment operations, ensuring smooth and efficient hiring activities. Your responsibilities will include: - Working collaboratively with recruiters. - Contributing to the creation of a positive experience for candidates. - Handling various administrative tasks. This role is a fantastic opportunity to learn the intricacies of talent acquisition and develop skills essential for a career in Talent Acquisition. Qualifications - At least 1 - 2 years of experience in recruitment or any HR field. - Strong organizational and communication skills with exceptional attention to detail. - Excellent written and verbal communication skills. - A proactive approach to learning new skills and processes. - Basic understanding of recruitment processes and a willingness to learn more. - A collaborative mindset and the ability to work well in a team environment. - Experience using job boards and ATS (Applicant Tracking Systems). - Experience with different project management tools and productivity suites (such as ClickUp, G Suite, or similar platforms). Requirements - Manage data clean-up in platform tools used by the team (such as Helpdesk, ClickUp, and Workable). - Maintain accurate and up-to-date candidate records in the applicant tracking system. - Manage and organize recruitment-related documents, ensuring strict compliance with data protection regulations. - Assist in generating recruitment reports and metrics to track progress and performance. - Post job openings on various job boards and company career websites. - Coordinate background checks, reference checks, and other pre-employment requirements. - Generate contracts and manage offer acceptance documentation. - Manage the hiring feedback process to ensure the Talent Acquisition team is aware of feedback after a role has closed. - Collaborate with the HR team to facilitate a seamless onboarding process for new hires. - Ensure that new hire paperwork, orientation materials, and training schedules are prepared in advance. - Handle other recruiter tasks as assigned from time to time. Benefits - Opportunity to contribute significantly to Boldr's growth. - Supportive team environment that values unique talents and perspectives. - Commitment to personal and professional growth.

• Own end-to-end processing of inventory and non-inventory invoices, ensuring accuracy, completeness, and timely payment processing • Ensure proper coding, documentation, and approvals in line with company policies • Perform 3-way match (PO, receipt, invoice) and resolve discrepancies • Maintain compliance with internal controls and audit requirements • Investigate and resolve invoice discrepancies and payment issues • Partner with vendors and internal stakeholders to ensure smooth resolution • Respond to vendor inquiries and maintain strong relationships • Own assigned Accounts Payable activities and ensure timely and accurate payment processing in accordance with company policies and procedures • Own assigned month-end close activities related to Accounts Payable, ensuring completeness, accuracy, and timely completion • Prepare and analyze account reconciliations, investigate discrepancies, and support financial reporting activities • Identify opportunities to improve workflows, automation, and efficiency • Analyze accounting data, identify trends and discrepancies, and recommend solutions to improve accuracy, compliance, and operational efficiency. • Prepare reconciliations, journal entries, and supporting documentation while contributing to month-end and year-end close activities. • Partner with cross-functional stakeholders to resolve operational challenges, support audits, and ensure compliance with accounting policies and internal controls. • Identify and implement process improvements, support system enhancements, and maintain accounting procedures to improve efficiency, accuracy, and scalability. • Assist with ad-hoc projects when necessary • Maintain accurate financial records and support bookkeeping activities as needed • Support internal and external audits by preparing supporting schedules, reconciliations, documentation, and responding to audit requests • Audit travel and expense reports for policy compliance, appropriate documentation, and accurate reimbursement processing • Handle sensitive financial information in a confidential manner

• Own the bi-weekly payroll administration cycle in Paylocity, submitting accurate payroll inputs to the payroll administration partner and auditing outputs before finalization to ensure accurate and timely payroll • Manage payroll updates for 300+ nonexempt/hourly employees, including timecard corrections, direct deposit updates, compensation changes, and termination pay • Audit payroll registers prior to submission, flag discrepancies, and partner with external partners and People Ops to resolve issues quickly • Maintain and execute a structured U.S. compliance calendar, ensuring all recurring reporting and regulatory deadlines are met • Prepare and coordinate compliance reporting, including EEO-1, CA Pay Data Reports, OSHA 300 logs, and required annual filings • Monitor state and federal legislative changes across ~35 states and communicate implications for payroll, policy, or compliance processes • Partner with Legal on handbook and policy reviews, ensuring updates are implemented and acknowledged appropriately • Coordinate ACA reporting and non-discrimination testing with Benefits partners, ensuring documentation is audit-ready • Review and escalate background checks, oversee quarterly health exclusion checks, and ensure compliance trainings are completed by new hires • Lead the annual Compliance Refresh, driving completion of required policy acknowledgements and training across employees and contractors • Support internal and external audit requests by providing accurate, well-documented payroll and compliance records

• Own the bi-weekly payroll administration cycle in Paylocity, submitting accurate payroll inputs to the payroll administration partner and auditing outputs before finalization to ensure accurate and timely payroll • Manage payroll updates for 300+ nonexempt/hourly employees, including timecard corrections, direct deposit updates, compensation changes, and termination pay • Audit payroll registers prior to submission, flag discrepancies, and partner with external partners and People Ops to resolve issues quickly • Maintain and execute a structured U.S. compliance calendar, ensuring all recurring reporting and regulatory deadlines are met • Prepare and coordinate compliance reporting, including EEO-1, CA Pay Data Reports, OSHA 300 logs, and required annual filings • Monitor state and federal legislative changes across ~35 states and communicate implications for payroll, policy, or compliance processes • Partner with Legal on handbook and policy reviews, ensuring updates are implemented and acknowledged appropriately • Coordinate ACA reporting and non-discrimination testing with Benefits partners, ensuring documentation is audit-ready • Review and escalate background checks, oversee quarterly health exclusion checks, and ensure compliance trainings are completed by new hires • Lead the annual Compliance Refresh, driving completion of required policy acknowledgements and training across employees and contractors • Support internal and external audit requests by providing accurate, well-documented payroll and compliance records