OneSource Virtual

• 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

• 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.

• 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

• 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

• 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

Role Description The Consulting Services Team Lead guides a functional team and collaborates with cross-functional teams to deliver high-quality onboarding and post-production cases and projects. As the primary escalation point for issues, this role applies deep OSV service and Workday system knowledge to enhance service consulting and delivery, ensuring alignment with enterprise goals. With a strong grasp of the OSV services, systems, and processes, the Team Lead proactively identifies risks, resolves issues, and mentors junior team members. This position plays a key role in driving initiatives and delivering scalable, effective solutions across the team and functional area. Responsibilities - Assist the team with training & process updates. - Experience coordinating project deliverables. - Partner with our internal teams & Leaders on any process improvements. - Mentor the team & manage performance. - Effective problem solver for internal peers and cross-functional teams. - Review & provide suggestions on OSV Services and onboarding methodology. - Assist in discussions, outlining processes & documentation for any new OSV service offerings. - Administer yearly goal setting/performance review criteria & conduct discussions with the team. - Work effectively with others in a team-oriented environment to meet customer expectations. - Manage project assignments and resource management. - Lead efforts to continue to improve processes and efficiencies for the team and related areas. - Participate in Projects/Cases as a Service Consultant to support our teams and customers. - Other duties as assigned by management. Qualifications - Bachelor's degree or equivalent experience - Workday Integration Certification - 3-5 years of experience designing, building, testing, and deploying Workday Integrations - Expertise with Workday or other HRIS platform - Mentoring or leadership experience - Excellent customer service skills - Proficiency in Microsoft Office (Word, Excel, Outlook) Benefits - Encouragement to learn and share ideas. - Reward for innovative thinking, fresh perspectives, creative collaboration, and hard work. - Values-based culture. - Upward mobility and professional development opportunities.

Role Description The Director of InvoicePay Monetization is a high-impact, player-coach leader responsible for driving revenue growth through Virtual Card supplier enablement and other payment monetization strategies. This role is both hands-on and strategic — initially operating as an individual contributor while laying the foundation to build and lead a team of supplier enablement and experience professionals. Working in close partnership with the VP of Financial & Accounting Services, this leader will develop and execute a payments monetization strategy that expands OSV’s InvoicePay revenue, accelerates supplier adoption of Virtual Card, and creates differentiated monetization pathways across the client portfolio. The ideal candidate blends deep commercial payments expertise with the entrepreneurial mindset to build something new. This is a role for someone who thrives in ambiguity, moves with urgency, and is energized by the opportunity to shape a growing practice from the ground up. Key Responsibilities - Virtual Card Supplier Enablement & Experience - 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. - Product Diversification Strategy - 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. - Team Building & Player-Coach Leadership - Operate as an individual contributor in the near-term while recruiting, hiring, and onboarding a team of supplier enablement professionals once proof of concept (POC) proves success. - 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. - Cross-Functional Collaboration - 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. - Represent OSV in supplier conversations with credibility and strategic insight. Qualifications - 5+ years of experience in commercial payments, AP automation, or fintech — with direct exposure to Virtual Card programs and supplier enablement. - 5+ years leading and building a team(s). - Proven ability to operate independently and drive results without a fully built team or defined playbook. - Track record of building programs, processes, or practices from an early stage. - Strong commercial instincts with experience influencing revenue outcomes through partnerships, supplier enablement, and monetization strategy. - Ability to engage and influence senior stakeholders internally and externally. - Proficiency with Salesforce or comparable CRM and reporting tools. Requirements - Experience in a player-coach or team-building capacity within a high-growth or PE-backed technology or services company. - Background in Fintech, banking, issuing, or payment networks. - Understanding of payment operations and workflows. - Familiarity with AP workflow automation and Workday-integrated payment solutions. Benefits - Encouragement to learn and share ideas. - Reward for innovative thinking, fresh perspectives, creative collaboration, and hard work. - Values-based culture with upward mobility. - Professional development with opportunities of all kinds.

Role Description The Growth Product Manager is responsible for driving measurable product outcomes across the full lifecycle — from identifying growth levers and customer friction points to coordinating rapid iteration and scaling what works. This role sits at the intersection of product, data, and go-to-market, translating signals and customer insights into prioritized experiments and product decisions. The Growth PM will partner closely with engineering, marketing, sales, and customer success to accelerate adoption, retention, and revenue expansion. Key Responsibilities - Own and evolve the product growth roadmap, with clear OKRs, leading indicators, and accountability for measurable outcomes (activation, retention, expansion). - Collect, analyze, make recommendations, prioritize, and address product and customer needs that align with organizational goals. - Drive with engineering, sales, and marketing teams to ensure successful product launches and market adoption. - Synthesize competitive intelligence, market signals, and customer behavioral data to sharpen positioning and prioritization. - Drive product innovation and manage the lifecycle from inception to bring products to market. - Oversee product-related deliverables and launches, which may include PRDs, metrics, budgets, forecasts, pricing, performance measures, and launch activities. - Own, understand, influence, manage expectations, and build relationships with cross-functional teams and partner collaborations to achieve product objectives. - Other duties as assigned. Core Competencies - Communicates Effectively: Demonstrates the ability to convey information clearly and make compelling points to ensure understanding across diverse audiences. - Collaborates: Works cooperatively with others across the organization to achieve shared objectives. - Manages Complexity: Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. - Situational Adaptability: Adapts approach and demeanor in real-time to match the shifting demands of different situations. - Action Oriented: Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. - Plans and Aligns: Plans and prioritizes work to meet commitments aligned with organizational goals. - Resourceful: Secures and deploys resources effectively and efficiently. - Business Insight: Applies knowledge of business and the marketplace to advance the organization's goals. - Balances Stakeholders: Anticipates and balances the needs of multiple stakeholders. - Systems Thinking: Understands how changes in one part of the product or process ripple across the customer journey and business model. - Customer Focus: Builds strong customer relationships and delivers customer-centric solutions. Qualifications - Bachelor’s degree or equivalent required. - Minimum of 7+ years of experience in product management, preferably in a related industry. - Proven track record of managing all aspects of a successful product throughout its lifecycle. - Strong problem-solving skills and willingness to roll up one’s sleeves to get the job done. - Excellent written and verbal communication skills. - Proven ability to develop product strategies and effectively communicate recommendations to executive management. Benefits - You are encouraged to learn and share ideas when you join the OneSource Virtual team. - We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. - As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. - OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.

Role Description Document Operations Manager leads document handling, from mail/digital intake to secure storage and distribution, focusing on efficiency, compliance, and tech systems (scanners, software) while managing staff, budgets, and vendor relations to ensure smooth workflows, data accuracy, and accessibility for all users, bridging physical and digital document lifecycles. Responsibilities - Workflow & Processing: Oversee daily tasks like scanning, indexing, printing, and mailroom operations, ensuring timely and accurate completion. - System Management: Maintain uptime and performance of document management systems (DMS), printers, scanners, and related software. - Team Leadership: Hire, train, and manage document control staff, setting performance goals and monitoring KPIs. - Strategy & Policy: Develop and implement document control procedures, standards, and tools for the organization. - Compliance & Security: Ensure all document handling adheres to legal, regulatory, and internal security policies. - Vendor & Resource Management: Manage external vendor relationships (e.g., postage, equipment) and maintain supplies (paper, ink). - Day-to-day operations management - SLA monitoring and achievement - Capacity planning and resource allocation - Incident management and escalation - Process optimization and efficiency improvements - Quality assurance and testing Qualifications - Bachelor's degree - 5-7 years in operations or production support - Strong analytical and problem-solving skills - Project management experience - Customer service orientation - Process documentation skills Requirements - Experience with SaaS operations Competencies - Technical: Proficiency with DMS software, MS Office, data analysis, and hardware (scanners, printers). - Leadership: Strong communication, project management, problem-solving, and team leadership skills. - Operational: Knowledge of organizational effectiveness, workflow optimization, and financial management. - Change Management: Experience leading organizations through the transition from manual to automated processes, which includes training staff and overcoming adoption resistance. - Project Management: Proficiency in Agile or DevOps methodologies to manage the end-to-end lifecycle of automation projects, including testing in "sandbox" environments. - Stakeholder Partnership: Ability to consult with C-level leaders to define ROI and identify high-impact automation opportunities. Benefits - Values-based culture - Upward mobility - Professional development with opportunities of all kinds

Role Description The Payroll Support Advisor will provide technical and payroll processing support to the PR Services team, who support our customer base. Responsibilities include: - Act as a technical resource concerning systems, processes, procedures, and compliance. - Work with customers and employees to identify Workday and other system issues and advise on the solution. - Provide frontline support to processors and specialists on complex configuration and service-related questions and issues. - In conjunction with customer team leadership, provide remediation and solutions to complex customer escalations as assigned by payroll services leadership. - Participate in the identification of root cause of service issues and programs to prevent customer impact. - Provide Payroll Operations Community of Practice training support on Workday, internal systems, and product/customer issues. - Participate, lead and develop customer training webinars to help customers with partnering with OSV for payroll services. - Proactively seek out complex processes, procedures, and technical issues and assist in creating/implementing innovative solutions. - Assist OSV in complying with regulations and payment processing to limit potential financial exposure to customers and OSV. - Responsible for testing new system functionalities, whether due to internal software developments or Workday Update releases. - Give input to management and participate in the decision-making process regarding department goals, objectives, and procedures. - Create, author, review, train, and revise process documentation and content by obtaining feedback on processes and procedures and collaborating with business partners. - Prepare reports and utilize the information and trending data to increase quality and gain efficiencies. - Ensure new customer Workday and internal system configuration is according to OSV standards before first payroll. - Other duties as assigned driven by business needs from payroll operations leadership. Qualifications - Associate's degree required. - CPP and Workday Payroll Certification required within 12 months of employment (Payroll Support Specialist only). - Solid understanding of Tax requirements (Tax Support Specialist only). - Solid knowledge of Garnishment regulations and requirements (Garnishment Support Specialist only). - 3+ years experience in addressing complex customer service issues or account management. - Proficient in MS Word, Excel, & PowerPoint. Requirements - 5+ years experience as a HRIS and/or Payroll Analyst is preferred. - 5+ years Workday experience. - Preferable Payroll Outsourcing Experience. Benefits - Encouragement to learn and share ideas. - Reward for innovative thinking, fresh perspectives, creative collaboration, and hard work. - Values-based culture with upward mobility. - Professional development with opportunities of all kinds.