Revenue Examiner I Location: Des Moines, USA Job Number 26-02892 Hybrid Job Description: Salary $42,889.60 - $63,044.80 Annually The Iowa Department of Revenue's Compliance Division is seeking a Revenue Examiner 1 to join our Individual Tax team. The Compliance Division oversees all facets of tax processing, issuances of business permits, and alcohol regulation throughout the state. From the receipt of individual and business tax returns and payments, audits and collections, to routine compliance inspections and regulatory verification of alcohol-licensed establishments, this division is tasked with upholding, enforcing and educating taxpayers and licensees on Iowa's laws and regulations. In this position you will: - Assist customers with account-level information inquiries over the telephone, in-person and via email regarding tax credits - Utilize strong judgment skills to resolve sensitive and difficult situations while using effective communication with both internal and external customers - Conduct complex tax audits by independently performing an office investigation to ensure that individuals or businesses are correctly and accurately claiming tax credits - Review and examine tax returns, make necessary adjustments through gathering all returns filed by the taxpayer, and determine either the correct amount of refund due or additional amount of taxes, penalty, and interest owed by the taxpayer Preference will be given to candidates with the following: - Experience providing customer service to the public - Basic knowledge of preparing, reviewing, or examining tax returns - Ability to gather data and create simple spreadsheets Job Specific Competencies: - Customer and Personal Service - Principles and processes for providing customer and personal service. This includes customer needs assessment, meeting quality standards for services, and evaluating customer satisfaction - Clerical - Administrative and clerical procedures and systems including word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology - Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times Employer Highlights: The Iowa Department of Revenue is a well-respected employer. We are focused on providing excellent customer service, while offering a wonderful team atmosphere, work-life balance, free parking, and casual attire. We offer a flexible working environment and opportunities to work from home with the ability to work from anywhere in the State of Iowa as long as it is your primary residence. We have a great total compensation package for all of our full-time employees, including: - Iowa Public Employees' Retirement System (IPERS) - Retirement Investors Club (RIC) - Flexible Working Environment- Work from Home Opportunities - Health, Dental and Vision Insurance - Vacation Leave - Sick Leave - Paid Holidays (9 days/year) - Flexible Spending Accounts - Life Insurance - Long-Term Disability Insurance The mission of the Iowa Department of Revenue is to serve Iowans through the responsible collection and generation of revenue to support the public good. If you're looking for a career with an organization that values its employees and customers, you've come to the right place. Applicants must live within the State of Iowa to qualify for this position. A background check, including a criminal history check, fingerprint and Iowa tax filing check, will be conducted on the final candidate. Effective July 1st, 2025, all Department of Revenue staff and their household will not be able to play any Iowa Lottery games. E-Verify and Right to Work The State of Iowa participates in E-Verify, a federal program that helps employers confirm the employment eligibility of all newly hired employees. Within the required timeframe, new hires will be verified through the E-Verify system to ensure authorization to work in the United States. The State of Iowa also complies with the federal Right to Work laws, which protect employees' rights to work without being required to join a labor organization. For more information, please visit www.e-verify.gov. Applicants must meet at least one of the following minimum requirements to qualify for positions in this job classification: Applicants must meet at least one of the following minimum requirements to qualify for positions in this job classification: 1) Graduation from an accredited college or university with an associate's degree in any field. 2) A total of two years of education and/or full-time experience, where thirty semester hours of accredited college or university course work in any field equals one year of full-time experience in tax, accounting, bookkeeping, auditing, insurance, analysis of financial or business forms and data, or answering technical or tax-related questions. 3) Current, continuous experience in the state executive branch that includes one year of full-time work in tax, accounting, bookkeeping, auditing, insurance, analysis of financial or business forms and data, or answering technical or tax-related questions.

• Serve as our go-to CRM (HubSpot) expert, responsible for developing and leading a CRM strategy that empowers sales & marketing to meet and exceed organizational objectives. • Develop and implement processes to strategically source leads/prospects for sales engagement and effectively allocates to individuals across the sales team. • Providing continuous training and support to HubSpot users. • Develop and maintain dashboards and custom reports to track sales & marketing KPI’s. • Support revenue operations by streamlining and optimizing sales and marketing processes. • Analyze sales performance data to identify trends, gaps, and areas for improvement. • Design, build, and optimize automated workflows and other process improvements to streamline marketing & sales operations. • Ensure seamless data flow between HubSpot and integrated platforms. • Support the development and implementation of Rev Ops strategies and tactics beyond sales and marketing with the goal of optimizing revenue through operational improvements.

Role Description The Associate, Revenue Cycle Case & Escalation Management supports the investigation, coordination, and resolution of complex revenue cycle cases and escalations. This role uses the CRM platform, cross-functional partnership, and clear stakeholder communication to help move issues to resolution and improve customer experience. Based in Remote-US, this position contributes to service consistency, issue tracking, and continuous improvement across case handling processes. Essential Job Responsibilities - Manage revenue cycle cases and escalations in the CRM platform in accordance with team methodology and service expectations. - Communicate with internal and external stakeholders, including customers, to provide timely updates and support resolution efforts. - Investigate case drivers using available tools, resources, and documentation to identify effective paths to resolution. - Analyze case trends and recurring issues and share feedback to support service delivery, service offering, or product improvements. - Develop plans for assigned work, establish realistic timelines, and prioritize tasks based on urgency, impact, and dependencies. - Coordinate work across teams by identifying ownership, assigning follow-up tasks, and supporting progress toward resolution. - Use AI-enabled tools and features when available, to organize case information, streamline routine work, and support efficient analysis while applying human judgment to all customer- and case-related decisions. Additional Job Responsibilities - Contribute documentation updates that improve consistency, clarity, or efficiency in case handling processes. - Assist with team initiatives focused on quality improvement, process refinement, or customer experience. - Participate in onboarding or peer support efforts by sharing practical knowledge and process guidance. - Support special projects or other assignments based on team and business priorities. - Help identify opportunities to reduce avoidable case inflow through workflow or process improvements. - Maintain awareness of operational changes that may affect case handling or escalation paths. Qualifications - Demonstrated ability to communicate clearly and professionally with internal and external stakeholders. - Demonstrated ability to analyze issues, organize information, and support resolution through structured problem-solving. - Ability to prioritize work, manage multiple assignments, and adjust plans based on changing needs. - Ability to work collaboratively across teams and maintain process, follow-through, and documentation quality. Expected Compensation $64,000 - $108,000. The base salary range shown reflects the full range for this role from minimum to maximum. At athenahealth, base pay depends on multiple factors, including job-related experience, relevant knowledge and skills, how your qualifications compare to others in similar roles, and geographical market rates. Base pay is only one part of our competitive Total Rewards package - depending on role eligibility, we offer both short and long-term incentives by way of an annual discretionary bonus plan, variable compensation plan, and equity plans.

• Work directly on the company’s main analyses and strategic initiatives, focusing on developing solutions, continuous improvement, and operational efficiency. • Ensure the operation runs with quality, predictability, and continuous evolution. • Design and structure the new inbound operation for HR and gain a deep understanding of the business levers. • Interface with revenue teams and their managers, supporting the setup of routines, analyses, and action plans. • Influence outcomes through efficiency, predictability, and continuous improvement.