Revenue Services Specialist

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership.

Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter.

Our Newest Opportunity: 

About the Role

The Revenue Operations Specialist works PEO broker deals from submission to handoff, keeping brokers, sales representatives, and Underwriting moving. Technology handles much of the process. This role handles the follow-up, coordination, and judgment calls around it, and checks each week that desk deals are current and accurate.

Specialists also provide first-level support to sales representatives, including new reps learning to submit their first broker deal. As the desk grows, the role expands into deal support and concierge-level service for priority requests.

Key Responsibilities

Broker and rep communication

• Send acknowledgments and status updates to brokers and sales representatives.

• Follow up with brokers on missing information until each package is complete.

• Pass underwriting decisions to reps and brokers promptly and clearly.

Submission coordination

• Send complete packages to Underwriting and answer their follow-up questions.

• Prepare workers' compensation loss runs for submissions that require additional review.

• Bring edge-case appetite questions to the Lead with a recommendation.

Quality and reporting

• Record the desk's outcome and decline reason on every submission.

• Complete a weekly quality review of desk deals to confirm records are current and accurate.

• Escalate to the Lead when a broker follow-up needs additional attention.

Rep support

• Answer first-level questions on the rep support desk that automated tools cannot resolve.

• Provide same-day answers in the New Rep Lifeline queue.

• Walk new reps through their first submission.

Growth responsibilities

• Take on deal support and concierge requests as the desk's technology matures.

• One specialist will also support Revenue Data and Insights.

Decision Authority

• Determine when a broker follow-up should be escalated to the Lead.

• Recommend a course of action on edge-case appetite questions. The Lead makes the final decision.

Qualifications

Required

• Organized, persistent follow-up across many open items at once

• Clear written communication with brokers and sales representatives

• Comfort working in a CRM and willingness to learn new platforms

• Good judgment about when to escalate

• Ability to work to deadlines in a service-oriented environment

Preferred

• Experience in broker support, benefits, insurance, or underwriting

• Familiarity with the PEO sales process

• Experience with help desk or shared inbox tools

• Interest in data, reporting, and process improvement

Tools and Systems

CRM, broker submission and partner portal platforms, shared inbox, help desk ticketing, business intelligence reporting, and workflow and project tracking tools. Training on all internal systems is provided.

Growth Opportunity

In the first 18 to 24 months, specialists will focus on broker submissions as volume ramps and on first-level rep support. The role is expected to grow into deal support, concierge service, work with new channel partners, and, for one specialist, Revenue Data and Insights support. As business needs arise, the next potential career step is Senior Revenue Operations Specialist,

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!