• Lead Allata’s Internal IT Operations function, owning day-to-day execution, service quality, governance, and operational priorities. • Provide oversight, coordination, and support to internal IT team members / support resources, helping align work, improve execution, and maintain service quality. • Own and optimize the Microsoft 365 ecosystem, including Exchange Online, Teams, SharePoint, OneDrive, and Microsoft 365 Copilot. • Lead Identity & Access Management through Microsoft Entra ID, including joiner/mover/leaver processes, MFA, Conditional Access, SSO, and access governance. • Oversee endpoint and device management through Microsoft Intune, including Windows provisioning, compliance, patching, and lifecycle management. • Establish and monitor operational KPIs, service metrics, and process health indicators to improve support outcomes and drive accountability. • Build and maintain telemetry, dashboards, and reporting to provide visibility into ticket trends, SLA performance, endpoint health, access patterns, and overall Internal IT operations. • Leverage Power BI and related tools to create actionable operational reporting for leadership and stakeholders. • Drive process optimization and continuous improvement across support operations, onboarding/offboarding, access management, and device lifecycle workflows. • Support the adoption, governance, and enablement of Copilot and similar AI-enabled workplace productivity tools. • Partner with leadership and cross-functional teams to ensure internal IT scales effectively with business growth.

Role Description The Claims Operations Specialist is a key role, serving as the primary contact for field associates filing client claims under POM & Accuracy Guarantees. This position is essential in collecting, documenting, and ensuring the timely resolution of claims. The specialist must communicate effectively with internal and external clients via phone, email, Work Center, and Microsoft Teams. Exceptional communication skills, strong active listening abilities, multitasking, and maintaining composure when handling client concerns are crucial. Additionally, the role demands efficient management of a high-volume workload. As a remote position, the ability to work independently and meet daily and weekly goals is vital for success. Day to day, you'll... - Claims Management: Efficiently handle a high volume of cases, including Peace of Mind, Accuracy claims, Tax Identity Shield claims and sales force cases, ensuring adherence to service level agreements. Review and gather claim details through phone, email, Work Center, and Microsoft Teams. Proactively identify missing information and accurately document all interactions in compliance with departmental SOPs. - Client and Field Inquiries: Address and resolve field and client inquiries through Salesforce escalations, incoming/outgoing calls, and emails. Demonstrate empathy and confidence in handling concerns and ensuring positive claim outcomes. - Claims Monitoring and Coordination: Monitor pending submission claims for required information, coordinating with field associates and management to ensure timely submission and processing in accordance with the department’s service level agreements. - Inbox and Mailroom Management: Collaborate with team members to efficiently manage the client claims email inbox and virtual mailroom, ensuring the accurate and timely processing of all incoming correspondence. - Phone Management: Ensure timely login to the phone system at the beginning of each workday. Maintain consistent availability, except during scheduled breaks/lunch, to efficiently handle incoming calls. Provide support to field personnel and clients by addressing claims-related inquiries and concerns. - Adaptability and Support: Demonstrate a proactive willingness to take on additional tasks as needed to support the department’s success, while maintaining a strong client-focused approach. Qualifications - High school diploma or equivalent. - Ability to communicate clearly, calmly, and confidently on the telephone and email with excellent verbal and written communication skills in order to conduct interviews with clients and potential suspects, merchants, and law enforcement. - Ability to use effective customer service techniques with clients who may be aggressive or under stress. - Ability to work effectively in a diverse work group and collaborate with multiple cross-functional teams. - Ability to work independently to problem solve, organize, and prioritize cases. - Analytical and detail-oriented with the ability to complete repetitive tasks and remain focused while documenting case notes in an organized and comprehensive manner. - Experience with Windows operating systems with the ability to multi-task in multiple applications including Outlook, Word, Excel, SharePoint, and Web applications via multiple monitors. Requirements - 3-5 years' experience in a high-stress customer service position. - Experience with documentation and information retention. - Investigation and validation of information. - One-year experience within H&R Block. - One-year similar claims experience. Benefits - Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage. - Can participate in the H&R Block Retirement Savings Plan (401(k) Plan). - Employee Assistance Program. - (Virtual) fitness center programs. - Associate discount program. - Automatically enrolled in Business Travel Accident Insurance. - Receive Associate Tax Prep benefit. Company Description Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.

Role Description We’re looking for a Revenue Operations Manager who thrives at the intersection of strategy and execution. This is a high-visibility, high-impact role that sits at the center of Akkio’s go-to-market engine — supporting the CRO and working across sales, marketing, finance, and executive leadership to drive operational excellence and scalable growth. You’ll move fluidly between strategic thinking and hands-on execution — one day shaping how we report to the board, the next rebuilding a process in the CRM. If you’re energized by that kind of range, this role was built for you. What You’ll Do - Executive and strategic support - Partner directly with the CRO to develop board materials, executive reporting, and strategic analyses that inform key business decisions. - Build and maintain dashboards and reporting frameworks that give leadership real-time visibility into pipeline health, revenue performance, and GTM efficiency. - Translate data into narratives — synthesizing complex information into clear, decision-ready outputs for the executive team and board. - Sales operations - Own the day-to-day operations of our sales tech stack, ensuring data integrity, process adherence, and system performance across the full sales cycle. - Define and enforce pipeline management standards, deal stage hygiene, and forecasting methodology in partnership with the sales team. - Identify bottlenecks in the revenue process and drive continuous improvement across conversion rates, cycle times, and rep productivity. - Marketing operations - Manage and optimize marketing automation systems, lead routing, and attribution models to ensure clean handoffs between marketing and sales. - Partner with marketing leadership to design campaign tracking, measure program performance, and improve funnel visibility end to end. - Maintain data quality across marketing platforms and ensure alignment with the broader GTM data model. - Finance and cross-functional alignment - Serve as the connective tissue between revenue and finance — supporting revenue recognition, quota setting, compensation modeling, and annual planning. - Collaborate with finance on ARR reporting, bookings reconciliation, and forecasting accuracy. - Drive alignment across GTM functions by establishing shared definitions, process documentation, and cross-functional operating rhythms. Qualifications - 4–7 years of experience in revenue operations, sales operations, or a related GTM function — ideally in a high-growth SaaS environment. - Proven ability to operate at both the strategic and tactical level: you’ve built exec-facing deliverables and you’ve also rolled up your sleeves in the CRM. - Deep familiarity with GTM tech stacks — HubSpot or equivalent CRM; marketing automation platforms; BI or reporting tools; and comfort using AI coding tools like Claude to automate workflows and build internal tooling. - Strong analytical skills with the ability to move from raw data to executive-ready insight quickly. - Excellent communication skills — you can present complex data and strategic recommendations to executives with clarity and confidence. - A bias for action, high attention to detail, and the ability to manage multiple priorities without dropping the ball. - Experience supporting or working alongside a CRO and GTM executives is a strong plus. Benefits - Health, dental, and vision insurance - 401(k) - Generous PTO policy Additional Information - Location: Remote-first company with no central office location. This position is fully remote. - Compensation: Competitive salary range of $150,000 - $175,000 depending on experience, plus equity grants. - Authorization: Must be authorized to work in the US.

Role Description We are seeking organized and detail-oriented individuals to join our team as Travel Operations Coordinators. In this role, you will assist with coordinating travel arrangements and supporting the operational side of travel planning to ensure smooth and well-organized travel experiences for clients. This opportunity is ideal for individuals who enjoy organization, travel planning, and managing details that help trips run seamlessly. Travel Operations Coordinators utilize established booking platforms and travel resources to assist with reservations, itinerary coordination, and travel logistics. - Coordinate travel arrangements including flights, hotels, cruises, transportation, and vacation packages - Support the operational process of travel planning by organizing bookings and itinerary details - Communicate with travel suppliers and partners to confirm reservations and availability - Maintain accurate records of bookings, confirmations, and client communications - Assist with organizing travel schedules, documentation details, and trip logistics - Monitor supplier updates, schedule changes, and travel notifications - Provide support to travelers with questions or itinerary updates before and during travel - Stay informed on travel promotions, supplier updates, and destination information Qualifications - Strong organizational and communication skills - Ability to manage multiple travel arrangements and operational details - Customer-service mindset with strong attention to detail - Comfortable working independently in a remote environment - Basic computer proficiency and familiarity with online systems - Interest in travel, tourism, hospitality, or logistics - Previous experience in customer service, operations, logistics, or travel planning is helpful but not required Benefits - Flexible remote work environment - Access to professional training and travel industry resources - Opportunities to develop skills in travel operations and coordination - Supportive team environment focused on professional growth - Potential travel-related incentives and industry perks Additional Information This role offers flexibility and access to tools and training designed to support individuals in coordinating travel operations and assisting clients throughout the travel planning process. Applicants should be comfortable working remotely and communicating with clients and travel partners through digital platforms. Salary: $45,000 - $70,000 a year We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.