Description This opportunity is open to current Washington State Department of Revenue employees only. The Working Families Tax Credit division is hiring a Public Benefits Specialist 3 in Yakima, WA. This position serves as a point of contact for the Working Families Tax Credit in the Tax Credit Administration Unit. The Tax Credit Administration Unit’s main function is reviewing and processing Working Families Tax Credit (WFTC) applications to ensure applicants receive the correct refund amount. While this is not a position in our call center, our team regularly supports the WFTC call center during peak hours. They are also dedicated to educating and providing guidance to applicants regarding the criteria for the benefit. Duties This position will: - Provide direct customer service on the phone and/or in person for all customers.   - Determine eligibility for WFTC by processing applications, verifying supporting evidence, and obtaining necessary information from applicants and/or third parties.    - Make final eligibility decisions based on the information obtained.   - Process applications received over the counter, online applications, and applications received by mail. - Identifies applications that might be inaccurate and need validation through a desk examination. You may also have the opportunity to participate in continuing education and special projects. Qualifications The required qualifications are key competencies that have been successfully demonstrated through experience or education.  To join our team, you must possess the following knowledge, skills, abilities, and competencies: - Ability to review applications and supporting documents to determine eligibility for the Working Families Tax Credit (WFTC). This includes understanding the eligibility requirements of the Federal Earned Income Credit. - Ability to interpret public laws and policies and the ability to make independent decisions. - Ability to explain understand program requirements, application procedures, and verification needs to individuals with varying levels of experience with the program, including individuals with limited English proficiency. - Ability to manage and resolve disputes professionally and tactfully. - Capable of performing desk examinations (audits) and analysis of applicant records using critical thinking and independent judgment to determine accuracy. - Skill in policy analysis and development, and experience implementing operational procedures. - Skill in prioritizing and performing multiple tasks, handling interruptions, and returning to incomplete tasks. - Respectful and inclusive approach when working with diverse populations, including individuals with limited English proficiency. Preference may be given to candidates who possess: - 9 months as Public Benefits Specialist 2 - Ability to interpret public laws and policies and the ability to make independent decisions. - Excellent oral and written communication skills. - Experience in customer services, including interacting with individuals with limited English proficiency. - Ability to work effectively in a fast-paced office to complete multiple assignments while meeting performance standards. A Bachelor’s degree in social services, business administration, or a related field AND one year of experience examining/processing loan applications, medical insurance or rehabilitation claims, unemployment insurance claims, or a job providing staff support in financial eligibility determination, or in a job analyzing, verifying, and evaluating financial or tax data and information, OR An Associate degree AND three years of experience examining/processing loan applications, medical insurance or rehabilitation claims, unemployment insurance claims, or a job providing staff support in financial eligibility determination, or in a job analyzing, verifying, and evaluating financial or tax data and information, Equivalent education/experience: Experience examining/processing loan applications, medical insurance or rehabilitation claims, unemployment insurance claims, or a job providing staff support in financial eligibility determination, or in a job analyzing, verifying, and evaluating financial data and information, will substitute year for year, for education experience. This position offers hybrid/flexible remote work, however the official duty station is Tumwater and the successful candidate must agree to travel to the office as operational needs dictate. Details of teleworking considerations can be addressed during the interview process.   To be considered: - Complete the online application in detail.  - Attach a current resume'. - Attach a letter of interest explaining your interest in the position and how you meet the qualifications listed. - Include three or more professional references with current contact information. To take advantage of Veteran's preference, please attach your DD-214, member 4 long form, or your NGB-22. Please blackout (redact) your social security number and date of birth before attachment. Questions? Hello, my name is Lance, and I will be assisting with this announcement. As a 20-year Department of Revenue employee, I understand the importance of finding a rewarding career with a work-life balance. At Revenue, we pride ourselves in connecting talented individuals with opportunity and would like to answer any questions you have.     Please contact any part of the Staffing team at Jobs@dor.wa.gov or give me a call (360) 704-5725. Supplemental Information The Human Resource Division may use referrals from this recruitment to help fill future similar vacancies for up to six months. Prior to a new hire, a background check including criminal record history will be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicant's suitability and competence to perform in the position.   These positions are covered by a collective bargaining agreement between the State of Washington and the WPEA.   The Department of Revenue is proud to be an equal opportunity employer.  We embrace diversity and offer a respectful, inclusive culture for people with disabilities, as well as members of all protected groups and statuses.  We encourage you to apply.   Applicants who are deaf or hard of hearing may call through the Washington Relay Service by dialing 7-1-1 or 1-800-833-6388.

Job Summary Responsible for the delivery, coordination, status reporting and stability of complex project-oriented work. This position drives the planning and coordinating activities of departmental technology projects associated with Treasury - Payment Solutions. Responsible for successful accomplishment of goals and objectives of projects within a prescribed time frame and for providing clear and succinct communication with internal and external clients. Executes plan and activities pertaining to technology projects for Treasury - Payment Solutions. Job Duties and Responsibilities - Implements project management processes and methodologies for the assigned client/user community; ensure projects are delivered on time, within budget, while adhering to high quality standards and meeting customer expectations - Drives the review of project proposals and determines time frame and procedures for accomplishing programs for TPS. Understands the technical scope and objectives of the program and ensures project teams' commitment to the program delivery roadmap. Executes on established work plan for each project under the program roadmap in accordance with the Synovus Project Governance Framework - Drives the execution of project plans and teamwork assignments, directs and monitors work efforts on a daily basis, identifies resource needs, performs quality review; and escalates functional, quality, timeline issues appropriately and ensures issue resolution - Responsible for tracking key project milestones and adjusting project plans and/or resources to meet the needs of the project. Prepares relevant status reports for project managers/clients. Adheres to standards and procedures for project reporting and documentation. - Coordinates communication with all impacted internal areas on the scope, budget, risk, and resources of the work effort being managed. Executes on project activities with activities of business unit(s). Coordinates request for changes from original specifications and ensure proper change communication and impact analysis. - Works closely with the end user, business technologists, and others to understand and prioritize business goals and information needs; participate in the implementation of services, gathering requirements and design specifications; refines conceptual systems design requirements into the technical design. Ensures that projects follow the established System Development Life Cycle standards and tailor this methodology to meet the project and audit standards. - Assists Onboarder(s) in identifying and prioritizing opportunities for utilizing IT to achieve departmental goals for projects and ensures dependencies are clearly defined and addressed. Drives project scheduling, resource allocation and forecasting, time entry, and project controls through the standard project management tools to ensure proper budget allocation and capitalization. - Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. - Performs other related duties as required. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment. Minimum Education: - Bachelor's degree Bachelor's Degree or Equivalent Work Experience Minimum Experience: - Two years Experience of Project Management with focus on Treasury Management and/or Financial Institution Implementation Process Required Knowledge, Skills, & Abilities: - Knowledge of Enterprise Resource Planning (ERP) Software utilized in various industries/segments. - Extensive knowledge and expertise in the use of project management methodologies and tools, resource management practices and change management techniques. - Knowledge of the software development process, including requirements gathering, analysis and design, development tools and technologies, release and version control, contemporary testing methodologies, and deployment management. - Exceptional verbal and written communication skills. - Strong conceptual and creative skills. - Solid project management skills, and the ability to multitask and manage multiple small to large projects in a cross-functional environment. - Ability to blend creativity, problem solving, and technical skills for refining existing theories or developing new approaches. - Strong teamwork and interpersonal skills at all levels of management. - Ability to present and explain technical information in a way that establishes rapport, persuades others, and gains understanding. - Ability to communicate needs and schedules to IT and clients. - Ability to establish and maintain a high level of customer trust and confidence. - Highly proficient in MS Word, MS Excel, MS PowerPoint, Visio Preferred Knowledge, Skills, & Abilities: - Project Management Professional (PMP) or equivalent preferred

Company Mission: Our mission is to remove friction from selling to the public sector. Pursuit transforms how trillions in public-sector contracts are sought and awarded. We believe the best contractors should win contracts, not just the ones who are most deeply embedded. Pursuit AI scans millions of pages to identify opportunities for companies selling to the public sector. Our customers are companies who sell to the public sector, and we’re selling more pipeline, revenue, and productivity to the GTM organization. Our Culture: Being a Pursuiter means doing work that actually matters—improving government for every citizen. We're an AI-first, top-investor-backed team that moves with urgency, thinks critically, and runs directly at conflict because the best ideas come from uncomfortable conversations. There's no daylight between our customers' success and ours, so you'll own high-impact projects that redefine public-sector engagement while working at the intersection of AI and growth. We're accountable to each other, ship fast (check our seasonal releases), and grow in dog years. We're remote-first but gather regularly for company offsites because Zoom bonding only goes so far, and some of our best ideas happen over tacos in Mexico or wherever we land next. If you want to build something genuinely innovative while simplifying what others overcomplicate, you've found your people! Our Values: Our values define how we work, innovate, and connect with our customers and partners. - Customer Focus: There is no daylight between our customers’ success and our own success. - Critical Thinking: Break issues down into their atomic units. Focus on what matters; simplify. What's right, not who's right. Be honest with yourself. We openly acknowledge when we're wrong, and improve. - Act with Urgency: Do it now. Shorten cycle times. If a decision is reversible, be 51% sure and pick one. - Run at Conflict: We're comfortable having uncomfortable conversations; we disagree with ideas while respecting the humans. - Accountability: We do what we say and give our maximum effort, and we expect that from everyone on our team. How we do one thing is how we do anything. - Think Long Term: Choose the best answer in the long run. Do not take shortcuts. Who You Are: We are hiring an Onboarding Specialist to own the end-to-end onboarding experience for new Pursuit customers, and to serve on the front line of our customer support motion. This role is intentionally scoped to include both onboarding and first-line support. We understand that onboarding configuration, product fluency, and customer questions are tightly connected. Having this shared focus allows us to deliver higher-quality implementations, resolve issues closer to their root cause, and continuously improve the onboarding experience based on real world feedback and usage. As an Onboarding Specialist, you will work hands-on with customers to configure Pursuit, guide CRM integrations, and ensure customers reach go-live with the right foundations in place. You will also handle first-line support inquiries, using those interactions to identify patterns, improve documentation, and inform onboarding and product improvements. This is a highly customer-facing individual contributor role and a core member of the Customer Experience team. You will report directly to the VP of Customer Experience and work closely with Product, Engineering, and the founding team. Pursuit’s founders have successfully built a startup and sold it for $200M; we move fast and adapt continuously. What You’ll Do: Customer Onboarding - Own the onboarding process for new customers from kickoff through go-live - Lead onboarding calls, configure customer environments, and guide customers through CRM integrations - Ensure customers are properly set up signals and workflows - Partner with customers’’ RevOps and Sales stakeholders to align onboarding configuration to real-world sales processes - Drive customers to clear onboarding completion criteria and go-live - Identify onboarding risks early and proactively resolve blockers Customer Support - Serve as first point of contact for customer questions and issues - Troubleshoot product usage, configuration questions, and basic technical issues - Triage and escalate product bugs or complex issues to Engineering - Maintain clear communication with customers on issue status and resolution - Collaborate with CSMs to drive proactive support motions to anticipate and mitigate issues affecting onboarding Process Improvement and Enablement - Document onboarding workflows, common issues, and best practices - Contribute to onboarding guides, templates, and customer-facing documentation - Identify recurring onboarding and support friction points and propose improvements - Partner with Engineering to inform self-service and scaled onboarding motions What You’ll Bring: - 2-5 years of experience in SaaS environment (ideally time spent in sales/solution engineering or revenue operations) - Process and outcomes ownership. Must be comfortable owning the customer onboarding outcomes and the process iterations to improve the speed to value - Revenue-fluent: you understand sales processes, CRM systems, and how revenue teams operate - Technically curious and able to quickly learn new systems and workflows (deep engineering expertise not required) - Comfortable directing customer-facing onboarding experience and sessions - Tailor presentations and sessions to the appropriate audience – from executive stakeholders to solution administrators Nice To Haves: - Experience onboarding customers onto Sales or RevOps tools - Hands-on experience with CRM (e.g. Salesforce or HubSpot) - Ability to translate messy data into meaningful insights Why Join Pursuit?: Work with proven founders affecting trillions in government contracts. Ground floor opportunity to; shape the company, not just your role. When you're old and dying, make sure you worked on something that really mattered. - Do Your life’s work: Our mission is to improve government, benefitting every citizen - AI-First: Work at the intersection of AI, programmatic marketing, and data-driven growth - Backed by top investors: Join a highly ambitious, well-funded startup - Driving Innovation in Public-Sector Engagement: Own and execute innovative, high-impact projects that redefine how businesses engage with public-sector opportunities - Personal Growth: You’ll be challenged every day; your growth will come in dog years

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Account Manager, Support & Onboarding plays a critical role within the Customer Success Home Lending team. This role is responsible for leading the onboarding experience for new partners and delivering high-quality, reactive support for existing accounts. - Lead the onboarding of new partners, managing the end-to-end account setup process to ensure a seamless and timely launch. - Serve as a subject matter expert on Bankrate systems and partner-facing tools, providing technical guidance, troubleshooting, and issue triage. - Deliver reactive support for active accounts, resolving partner inquiries and escalating issues as needed to ensure timely resolution. - Act as a liaison between partners and internal teams, facilitating clear communication around campaign updates, performance questions, and operational changes. - Coordinate cross-functional collaboration with Sales, Product, Marketing, Data, and Operations to ensure successful onboarding and ongoing support. - Identify process improvement opportunities that enhance efficiency, partner engagement, and overall service quality. Qualifications - 3–5 years of experience in Support, Onboarding, Account Management, or Customer Success — preferably within financial services, fintech, or media partnerships. - Experience using Zendesk, Intercom, or similar ticketing/support platforms to manage inbound requests, triage issues, and track resolution. - Strong written and verbal communication skills with the ability to build credibility and trust with partners and internal stakeholders. - Highly organized with strong prioritization skills; able to manage multiple tickets, onboarding timelines, and deliverables simultaneously. - Comfortable navigating complex internal systems and translating technical details into clear, partner-friendly communication. - Proactive mindset with a strong sense of ownership and accountability. Requirements - Total Cash Compensation Range: $80,000 – $100,000 per year - New York City (hybrid) Total Cash Compensation Range: $80,000– $125,000 per year Benefits - Health Insurance Coverage (medical, dental, and vision) - Life Insurance - Short and Long-Term Disability Insurance - Flexible Spending Accounts - Holiday Pay - 401(k) with match - Employee Assistance Program - Paid Parental Bonding Benefit Program - Flexible Paid Time Off (PTO): Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service.