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PP

PayPal Account Representative SMB Outbound Sales United States, Pennsylvania

Limitless High-tech career opportunities - Expoint
Drive demand generation and qualification through cold calling, email outreach, and inbound lead response. Negotiate and close contracts, addressing legal, financial, and technical concerns effectively. Conduct thorough discovery to analyze...
Description:

Essential Responsibilities:

  • Drive demand generation and qualification through cold calling, email outreach, and inbound lead response.
  • Negotiate and close contracts, addressing legal, financial, and technical concerns effectively.
  • Conduct thorough discovery to analyze customer needs and present pre-packaged solutions and use-cases.
  • Maintain a rigorous pipeline with accurate forecasting and regular reporting on pipeline status and revenue forecasts.
  • Collaborate across departments to ensure alignment and leverage customer insights to optimize offerings.

Expected Qualifications:

  • 1+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Additional Responsibilities & Preferred Qualifications

Responsibilities:

  • Actively engage business owners who are interested in funding for their business
  • Build exceptional relationships with business owners by establishing rapport and developing trust to understand their borrowing needs
  • Listen attentively to customer needs and concerns; demonstrate empathy while overcoming customer objections
  • Demonstrate a strong ability to close the deal while maintaining a high level of customer satisfaction
  • Meet and exceed established sales and quality goals
  • Utilize Salesforce to log, track and maintain customer records
  • Embrace PayPal’s Culture and Values and be passionate about providing a world class customer experience

Preferred Qualifications:

  • Bachelor’s degree or equivalent practical work experience
  • Prior experience in sales, account management or inside sales within a B2B environment or marketing, financial services, or business development experience
  • Superb interpersonal skills and the ability to build relationships and trust quickly over the phone
  • Competitive nature with a strong passion and work ethic to exceed personal and professional goals
  • Ability to work collaboratively and effectively, both on a team and individually, in a high energy, ever-changing, dynamic sales environment
  • Must be quality and detailed oriented with strong working knowledge of the internet, e-commerce, and suite of Microsoft Office products
  • Strong communication skills to enable positive interaction with business owners and all levels and functions within the organization
  • Proven experience adapting and thriving in a constantly changing environment

Our Benefits:

Any general requests for consideration of your skills, please

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Yesterday
PP

PayPal Representative New Partners United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Collaborate with immediate team members to manage partnerships. Engage in regular communication with partners to ensure satisfaction. Suggest improvements to team processes and efficiencies. Contribute to the development of solutions...
Description:

Essential Responsibilities:

  • Collaborate with immediate team members to manage partnerships.
  • Engage in regular communication with partners to ensure satisfaction.
  • Suggest improvements to team processes and efficiencies.
  • Contribute to the development of solutions for partner-related issues.
  • Exercise judgment on issues of importance within the team.

Expected Qualifications:

  • 1+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Additional Responsibilities & Preferred Qualifications

Responsibilities:

  • Be an expert in the suite of merchant solutions PayPal offers, and be able to identify which solutions solve the partner’s needs
  • Educate partners on the functionality, benefits, and value of PayPal products
  • Identify and recommend additional products to help the partner maximize PayPal’s value
  • Execute multiple projects simultaneously
  • Supporting partners through the process of implementing PayPal products on their platforms by providing guidance on the integration and engaging cross-functional teams when needed
  • Identify the proper internal contacts needed by building a network of cross-functional relationships
  • Consistently follow-up until project is completed
  • Demonstrate a strong ability to close the deal while maintaining a high-level of partner satisfaction
  • Meet and exceed established productivity goals

Qualifications:

  • Superb interpersonal skills and the ability to build relationships and trust quickly over various communication channels
  • Top notch listening and communication skills, both verbal and written
  • Highly resourceful team member with the ability to be extremely effective both independently and as part of a sales team
  • A world-class communicator who can articulate complex ideas in concise and clear language
  • Ability to keep multiple projects on track that involve complex solutions
  • Comfortable networking to allow for seamless execution of projects with many moving parts
  • Demonstrated proactive approaches to problem-solving in order to complete projects
  • Must be highly organized, easily adaptable, and thrive on developmental feedback
  • Highly competitive with a fire burning inside

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

The US national annual pay range for this role is $81,000 to $133,100


Our Benefits:

Any general requests for consideration of your skills, please

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Yesterday
EY

EY Financial Services - Customer Tax Operations Reporting Manag... United States, New York, New York

Limitless High-tech career opportunities - Expoint
Ability to read and interpret IRS Code, regulations and instructions. Strong writing skills for policy and procedure writing is a must. Ability to interface with all facets of our business....
Description:

Our Business Tax Advisory practice gives you the opportunity to focus on US tax information reporting & withholding matters. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operationaltax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems.Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters.You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as the Common Reporting Standard (CRS). As you progress within EY and our CTORS tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm’s most senior tax talent.

The CTORS Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how CTORS requirements are managed within large to medium size companies.

Your key responsibilities

You will interface daily with superiors, peers and subordinates and clients on large and small CTORS projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients’ policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients. You will also get the opportunity to support the development of innovative technology solutions, as well as train and manage staff located in remote delivery centers.

Skills and attributes for success

  • Ability to read and interpret IRS Code, regulations and instructions
  • Strong writing skills for policy and procedure writing is a must
  • Ability to interface with all facets of our business
  • Ability to multitasking and project management capability
  • Creative problem solving, strong critical thinking
  • Ability to drive success as both an individual contributor and team member.

To qualify for the role, you must have at a minimum

  • A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred
  • A minimum of 5 years of relevant tax consulting or tax operational experience
  • Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations

Ideally, you’ll also have

  • Active participation in industry groups such as SIFMA, ABA, IIB
  • The ability to understand and implement tax rules
  • A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $129,500 to $237,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $155,400 to $269,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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Yesterday
EY

EY Financial Services - Customer Tax Operations Reporting Senio... United States, New York, New York

Limitless High-tech career opportunities - Expoint
Ability to read and interpret IRS Code, regulations and instructions. Strong writing skills for policy and procedure writing is a must. Ability to interface with all facets of our business....
Description:

Our Business Tax Advisory practice gives you the opportunity to focus on US Tax - Information Reporting & Withholding. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operationaltax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes, and systems.Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters.You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as Common Reporting Standards (CRS). As you progress within EY and our IRW tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm’s most senior tax talent.

The IRW Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how IRW requirements are managed within large to medium size companies.

Your key responsibilities

You will interface daily with superiors, peers and subordinates and clients on large and small IRW projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients’ policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients also.

Skills and attributes for success

  • Ability to read and interpret IRS Code, regulations and instructions
  • Strong writing skills for policy and procedure writing is a must
  • Ability to interface with all facets of our business
  • Ability to multitasking and project management capability
  • Creative problem solving, strong critical thinking

To qualify for the role, you must have at a minimum

  • A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred
  • A minimum of 2 years of relevant tax consulting or tax operational experience
  • Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations

Ideally, you’ll also have

  • Active participation in industry groups such as SIFMA, ABA, IIB
  • The ability to understand and implement tax rules
  • A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $96,200 to $158,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $115,300 to $180,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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08.12.2025
BOA

Bank Of America Client Services Representative II - Preferred Deposits Bilin... United States, New Mexico, Rio Rancho

Limitless High-tech career opportunities - Expoint
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
Description:


This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:

  • Identifies client needs and recommends solutions when fraud has been identified
  • Records data captured during client interactions accurately
  • Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
  • Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
  • Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls

Required Qualifications:

  • Proficiency in Spanish and English
  • 1+ years of customer/client service experience, including experience handling difficult client situations
  • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives
  • Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
  • Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
  • Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
  • Communicates effectively and confidently with all clients to make their financial lives better
  • Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
  • Comfortable receiving ongoing performance feedback and coaching
  • Ability to learn and adapt to new information and technology platforms
  • Minimum of an intermediate level of proficiency with computers and current technology

Desired Qualifications:

  • 1+ years of experience in the banking/financial industry
  • 1+ years of experience working in a client service capacity​

Skills:

  • Attention to Detail
  • Customer Service Management
  • Customer and Client Focus
  • Issue Management
  • Active Listening
  • Adaptability
  • Client Solutions Advisory
  • Data Collection and Entry
  • Problem Solving
  • Account Management
  • Analytical Thinking
  • Client Experience Branding
  • Fraud Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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08.12.2025
BOA

Bank Of America Fraud Client Services Representative United States, Arizona, Phoenix

Limitless High-tech career opportunities - Expoint
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
Description:


This job is responsible for providing resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. Key responsibilities include working in an environment that requires accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:

  • Identifies client needs and recommends solutions when fraud has been identified
  • Records data captured during client interactions accurately
  • Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
  • Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
  • Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls

Required Qualifications:

  • 1+ years of customer/client service experience, including experience handling difficult client situations
  • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives
  • Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
  • Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
  • Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
  • Communicates effectively and confidently with all clients to make their financial lives better
  • Ability to engage with clients – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
  • Comfortable receiving ongoing performance feedback and coaching
  • Ability to learn and adapt to new information and technology platforms
  • Minimum of an intermediate level of proficiency with computers and current technology

Desired Qualifications:

  • 1+ years of experience in the banking/financial industry
  • 2+ years of experience working in a client service capacity​​

Skills:

  • Conflict Management
  • Customer and Client Focus
  • Decision Making
  • Fraud Management
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Data Collection and Entry
  • Issue Management
  • Problem Solving
  • Adaptability
  • Collaboration
  • Critical Thinking
  • Influence

High School Diploma / GED / Secondary School or equivalent

2nd shift (United States of America)

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08.12.2025
BOA

Bank Of America Account Management Ops Representative - Year United States, Florida, Jacksonville

Limitless High-tech career opportunities - Expoint
Performs onboarding and maintenance of accounts and reviewing required account documentation. Responds to client inquiries via numerous channels to support operational efficiency and quality client service. Performs basic research, follow-up...
Description:


This job is responsible for standard activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and referring to their team lead or manager for direction and support with more complex issues and escalations.


Responsibilities:

  • Performs onboarding and maintenance of accounts and reviewing required account documentation.
  • Responds to client inquiries via numerous channels to support operational efficiency and quality client service
  • Performs basic research, follow-up and resolution of routine research requests
  • Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
  • Provides general operational support including handling inbound calls, mail sorting, and mail distribution
  • Reviews and approves required account documentation

Skills:

  • Account Management
  • Customer and Client Focus
  • Oral Communications
  • Research
  • Attention to Detail
  • Collaboration
  • Written Communications
  • Prioritization
  • Recording/Organizing Information
  • Result Orientation

1st shift (United States of America)

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These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Drive demand generation and qualification through cold calling, email outreach, and inbound lead response. Negotiate and close contracts, addressing legal, financial, and technical concerns effectively. Conduct thorough discovery to analyze...
Description:

Essential Responsibilities:

  • Drive demand generation and qualification through cold calling, email outreach, and inbound lead response.
  • Negotiate and close contracts, addressing legal, financial, and technical concerns effectively.
  • Conduct thorough discovery to analyze customer needs and present pre-packaged solutions and use-cases.
  • Maintain a rigorous pipeline with accurate forecasting and regular reporting on pipeline status and revenue forecasts.
  • Collaborate across departments to ensure alignment and leverage customer insights to optimize offerings.

Expected Qualifications:

  • 1+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Additional Responsibilities & Preferred Qualifications

Responsibilities:

  • Actively engage business owners who are interested in funding for their business
  • Build exceptional relationships with business owners by establishing rapport and developing trust to understand their borrowing needs
  • Listen attentively to customer needs and concerns; demonstrate empathy while overcoming customer objections
  • Demonstrate a strong ability to close the deal while maintaining a high level of customer satisfaction
  • Meet and exceed established sales and quality goals
  • Utilize Salesforce to log, track and maintain customer records
  • Embrace PayPal’s Culture and Values and be passionate about providing a world class customer experience

Preferred Qualifications:

  • Bachelor’s degree or equivalent practical work experience
  • Prior experience in sales, account management or inside sales within a B2B environment or marketing, financial services, or business development experience
  • Superb interpersonal skills and the ability to build relationships and trust quickly over the phone
  • Competitive nature with a strong passion and work ethic to exceed personal and professional goals
  • Ability to work collaboratively and effectively, both on a team and individually, in a high energy, ever-changing, dynamic sales environment
  • Must be quality and detailed oriented with strong working knowledge of the internet, e-commerce, and suite of Microsoft Office products
  • Strong communication skills to enable positive interaction with business owners and all levels and functions within the organization
  • Proven experience adapting and thriving in a constantly changing environment

Our Benefits:

Any general requests for consideration of your skills, please

Show more
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