OneSource Virtual

Business Development Rep

• Serve as senior executive owner of strategic opportunities for the standalone Tax product and service offering
• Target ERP and marquee enterprise prospects
• Build and cultivate C-suite and VP-level relationships at HCM Payroll software platforms
• Lead negotiations for direct-integration agreements with Legal, IT/Ops, and Finance
• Own executive-level sales for top-tier and marquee accounts
• Personally close strategic deals establishing market precedent
• Represent OSV at industry conferences, analyst briefings, and partner summits
• Advocate internally for the new business line at leadership and board levels
• Shape go-to-market strategy, investment priorities, and expansion sequencing
• Partner with Product, Marketing, IT/Ops, and Legal on commercial strategy
• Build durable enterprise relationships and contracts
• Mentor and help scale a broader sales and partnerships team
• Establish relationships with 3–5 target ERP/HCM platforms
• Secure strategic agreements with 1–2 marquee platforms
• Close flagship enterprise accounts and build the pipeline for Year 2 team expansion

VP, Strategic Business Development

Account Manager

• Enhance and maintain customer relationships through regular engagement, customer analytics reviews, ROI attainment, and roadmap planning
• Serve as an operations customer advocate and liaison across OSV for customer changes involving banks, companies, and ADM
• Build relationships with SDM, CSM, and Account Executive teams to understand customer requirements and business drivers
• Serve as the primary tax point of contact for customer resources
• Ensure effective communication and handoffs within service delivery support teams
• Prepare recurring operations reports with payroll and garnishments teams
• Narrate the strategic value and ROI of OSV services, service delivery metrics, KPIs, and SLAs
• Solicit customer feedback and identify strategic and tactical objectives
• Communicate changes to services, technology platforms, and products
• Partner with Customer Teams, Product, and R&D on people, process, and technology enhancements and deployment
• Support customer renewal and reference programs
• Manage customer tax account escalations and resolve complex customer problems
• Act as the tax account subject matter expert and advise customers on tax best practices
• Perform gap analyses and identify solutions to ensure quality service delivery
• Lead roadmap planning for effective year-end and quarter-end processing

Tax Account Manager

Payroll

• Provide full end-to-end payroll processing support for Managed Payroll customers
• Act as named Specialist for Managed Payroll and Payroll Administrative customers
• Support OSV payroll, tax, and garnishment customers across service levels as needed
• Manage and respond to daily cases while meeting service level agreements and client satisfaction targets
• Respond to internal escalated cases
• Resolve customer issues and escalations, perform and document root cause analyses, and implement remedial procedures
• Lead weekly, monthly, and quarterly client calls
• Participate in new client transitions and service-area calls, including tax calls
• Configure basic to medium-complexity Workday pay components, deductions, and run categories
• Support payroll year-end processes and special projects
• Troubleshoot quarter-end and year-end audit reports and make recommendations
• Meet quality and production metrics and scorecards
• Maintain payroll services support documentation
• Collaborate with peers and customer teams to support customers and resolve requests
• Contribute to team improvements and adopt new ideas and procedures

Payroll Specialist

• Provide full end-to-end payroll processing support for Managed Payroll customers
• Manage multiple customers and deadlines in a fast-paced work environment
• Act as named Specialist for Managed Payroll and Payroll Administrative customers
• Manage and respond to daily cases to meet service level agreements and client satisfaction targets
• Respond to internal escalated cases
• Resolve customer issues, handle escalations, perform and document Root Cause Analysis, and implement remedial procedures
• Lead weekly, monthly, and quarterly client calls
• Participate in new client transitions and service-area calls
• Configure basic to medium-complexity Workday pay components, deductions, and run categories
• Support year-end processes and special projects
• Troubleshoot quarter-end and year-end audit reports and make recommendations
• Meet quality and production metrics and scorecards
• Maintain payroll services support documentation
• Collaborate with peers and customer teams to support customers and resolve requests

• Maintain and update assigned customer tax profiles, including jurisdictions, account numbers, unemployment insurance rates, filing frequencies, account statuses, and other employer tax attributes
• Process accurate and timely tax profile updates within approved systems and tools
• Manage assigned customer cases and internal tasks from intake through resolution, including prioritization, research, documentation, communication, follow-up, closure, or transfer
• Support tax profile questions, tax-code setup needs, general payroll tax inquiries, and customer-reported data concerns
• Review employer- and employee-level payroll tax data and research wage, tax, data, or configuration discrepancies
• Identify conditions that may affect funding, payments, filings, reconciliation, or customer reporting and initiate correction or escalation
• Use outreach and escalation processes, set expectations, and provide complete handoffs when specialized ownership is required
• Collaborate across Tax Operations and use Excel, Power BI, and other reporting tools to manage work, identify exceptions, and support decisions
• Meet service levels, deadlines, quality standards, production expectations, and critical monthly, quarterly, year-end, or ad hoc business needs
• Protect customer and company information, participate in training and process improvement, adapt to changing requirements, and demonstrate OSV values

Tax Data Specialist

• Provide full end-to-end payroll processing support for Managed Payroll customers
• Manage multiple customers and deadlines in a fast-paced work environment
• Act as named Specialist for Managed Payroll and Payroll Administrative customers
• Support OSV payroll, tax, and garnishment customers as needed
• Manage and respond to daily cases to meet service level agreements and client satisfaction targets
• Respond to internal escalated cases
• Resolve customer issues, handle escalations, perform and document Root Cause Analysis, and implement remedial procedures
• Lead weekly, monthly, and quarterly client calls
• Participate in new client transition and service area calls
• Configure basic to medium-complexity Workday pay components, deductions, and run categories
• Support the year-end process and special projects
• Troubleshoot quarter-end and year-end audit reports and make recommendations
• Meet quality and production metrics and scorecards
• Maintain payroll services support documentation
• Collaborate with peers and customer teams to support customers and resolve requests

• Provide full end-to-end payroll processing support for Managed Payroll customers
• Manage multiple customers and deadlines in a fast-paced work environment
• Act as named Specialist for Managed Payroll and Payroll Administrative customers
• Manage and respond to daily cases to meet service level agreements and client satisfaction goals
• Respond to internal escalated cases
• Resolve customer issues, handle escalations, perform and document Root Cause Analysis, and implement remedial procedures
• Lead weekly, monthly, and quarterly client calls
• Participate in new client transition and service-area calls
• Configure basic to medium-complexity Workday pay components, deductions, and run categories
• Support year-end processes and special projects
• Troubleshoot quarter-end and year-end audit reports and make recommendations
• Meet quality and production metrics and scorecards
• Maintain payroll services support documentation
• Collaborate with peers and customer teams to support customers and resolve requests

General

• Review and set up garnishment orders, including preparing orders and correspondence for scanning
• Maintain garnishment rules in the payroll system through research and testing to determine proper withholding according to state rules and garnishment type
• Write, review, and process reports to automate answer letters and interrogatory responses
• Maintain garnishment screens with applicable start and stop dates according to order information and deadlines
• Answer and resolve payroll and garnishment questions for courts, agencies, and employees
• Collaborate with internal and external departments, including check collection agencies, courts, and lawyers
• Process lump-sum payments and determine withholding amounts for quarterly, annual bonus, and other lump-sum payments
• Work on special projects, including account reconciliations, accruals, journal entries, and cross-training with team members

Garnishment Specialist

• Review and set up garnishment orders, including preparing orders and correspondence for scanning
• Maintain garnishment rules in the payroll system through research and testing with the Senior Payroll Systems Support Specialist
• Determine proper wage withholding according to state rules and garnishment type
• Write, review, and process reports to automate answer letters and interrogatory responses
• Maintain garnishment screens by entering order start and stop dates according to order information and applicable deadlines
• Answer and resolve payroll and garnishment questions from courts, agencies, and employees
• Collaborate with internal and external departments, including check collection agencies, courts, and lawyers, to resolve issues
• Process lump-sum payments and determine withholding amounts for quarterly, annual bonus, and other lump-sum payments
• Work on special projects including account reconciliations, accruals, and journal entries
• Cross-train with other team members
• Engage in low-frequency telephone interactions with garnishment agencies

• Review and set up garnishment orders, including preparing orders and correspondence for scanning
• Maintain garnishment rules in the payroll system through research and testing to determine proper withholding according to state rules and garnishment type
• Write, review, and process reports to automate answer letters and interrogatory responses
• Maintain garnishment screens by entering applicable start and stop dates according to orders and deadlines
• Answer and resolve payroll and garnishment questions for courts, agencies, and employees
• Interact with internal and external departments and contacts, including check collection agencies, courts, and lawyers
• Process lump-sum payments and determine withholding amounts for bonuses and other lump-sum payments
• Work on special projects, including account reconciliations, accruals, journal entries, and cross-training with team members
• Resolve processing automation failures and ensure successful process automation

• Review and set up all garnishment orders, including preparing orders and correspondence for scanning
• Maintain garnishment rules in the payroll system, including research and testing to determine proper withholding according to state rules and garnishment type
• Write, review, and process reports to automate answer letters and interrogatory responses
• Maintain garnishment screens by entering applicable start and stop dates according to orders and deadlines
• Answer and resolve payroll and garnishment questions for courts, agencies, and employees
• Interact with internal departments and external contacts, including check collection agencies, courts, and lawyers
• Process lump sum payments and determine withholding amounts for bonuses and other lump sum payments
• Work on special projects, including account reconciliations, accruals, and journal entries
• Cross-train with other team members

• Review and set up all garnishment orders, including preparing orders and correspondence for scanning
• Maintain garnishment rules in the payroll system, including research and testing to determine proper withholding according to state rules and garnishment type
• Write, review, and process reports to automate answer letters and interrogatory responses
• Maintain garnishment screens by entering applicable start and stop dates according to orders and deadlines
• Answer and resolve payroll and garnishment questions for courts, agencies, and employees
• Interact with internal and external departments and contacts to answer questions and resolve issues
• Process lump-sum payments and coordinate with agencies to determine withholding amounts for bonuses and other lump-sum payments
• Work on special projects, including account reconciliations, accruals, and journal entries
• Cross-train with other team members

Project Manager

• Lead a team of Project Managers responsible for delivering projects across OSV service implementations
• Provide strategic oversight, resource allocation, delivery governance, and operational leadership
• Ensure projects are delivered on time, within scope, and aligned to customer success
• Partner with the PMO Director and cross-functional leaders to optimize delivery frameworks and standardize processes
• Drive portfolio-level delivery health, talent development, and continuous improvement
• Own the project portfolio, PM assignments, workload balance, and alignment to business priorities
• Execute portfolio-level delivery assurance, identify systemic risks, and drive organizational mitigations
• Standardize governance practices and audit adherence across PM-led projects
• Own operational delivery metrics, analyze trends, and improve delivery predictability and efficiency
• Lead PMO tooling and process improvements
• Resolve cross-service and cross-team conflicts
• Build PM talent pipelines through coaching, development plans, and advancement-readiness assessment
• Set expectations for PM behaviors, operating norms, and delivery quality
• Address performance concerns proactively
• Sponsor and contribute to continuous improvement initiatives that enhance scalability, quality, and customer outcomes

Manager, Project Operations

Processor

• Process US and Canadian garnishment payment files based off withholding orders created in Workday
• Process refunds and reissues once an amendment or release is received from the agency
• Disburse wage garnishment payments via check and EFT to appropriate payees
• Generate reports from three applications for customer presentations, metrics tracking, and internal processing
• Interpret and resolve tickets while adhering to OneSource Virtual's SLAs
• Validate and confirm garnishment collections and payments have been released to the bank
• Provide payment history reporting to customers
• Interact with departments within and outside the company to answer payment questions and resolve issues
• Complete company-based online learning material
• Work on special projects as needed

Garnishment Processor

• Process payroll settlements in clients’ Workday applications
• Settle on-demand payments as requested
• Maintain client-specific support documentation
• Manage daily control reports
• Perform Treasury exceptions
• Provide Workday payroll settlement services to clients
• Interface with clients to provide payroll expertise
• Work closely with team members to support collective goals

VP, Strategic Business Development

Tax Account Manager

Payroll Specialist

Payroll Specialist

Tax Data Specialist

Payroll Specialist

Payroll Specialist

Garnishment Specialist

Garnishment Specialist

Garnishment Specialist

Garnishment Specialist

Garnishment Specialist

Manager, Project Operations

Garnishment Processor

Payroll Processor