This is a remote people-leadership and operational-excellence role. You will build and coach a team ... Strong people-leadership track record, including hiring, coaching, and developing managers or ...
This is a remote people-leadership and operational-excellence role. You will build and coach a team ... Strong people-leadership track record, including hiring, coaching, and developing managers or ...
Business Analyst & Platform Liaison
Herndon, VA · On-site +1
$110K - $130K/yr
A remote technical team backs you up; you are not expected to resolve everything independently, but ... Maintain a working agile rhythm with the Dev team, including a clear intake process for translating ...
Business Analyst & Platform Liaison
Herndon, VA · On-site +1
$110K - $130K/yr
A remote technical team backs you up; you are not expected to resolve everything independently, but ... Maintain a working agile rhythm with the Dev team, including a clear intake process for translating ...
Urgently Hiring Remote Intake information
What is the difference between Urgently Hiring Remote Intake vs Remote Customer Service Representative?
| Aspect | Urgently Hiring Remote Intake | Remote Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma, relevant experience, sometimes certifications in healthcare or legal fields | High school diploma or equivalent, customer service experience |
| Work Environment | Remote, often fast-paced, with specialized industry tools | Remote, customer-focused, using CRM and communication platforms |
| Employer & Industry Usage | Healthcare, legal, or specialized service providers hiring quickly | Retail, tech, or service companies providing customer support |
| Search & Comparison Intent | Urgently hiring, quick onboarding, specialized intake roles | Customer support, service, general inquiries |
Urgently Hiring Remote Intake roles focus on quickly onboarding candidates to handle specialized intake processes in industries like healthcare or legal. In contrast, Remote Customer Service Representatives handle general customer inquiries across various sectors. Both roles are remote, but intake positions often require specific industry knowledge and faster hiring processes.
What are the most common challenges faced by remote intake specialists and how can they be addressed?
Remote intake specialists often face challenges such as managing high call volumes, ensuring accurate data entry, and maintaining effective communication with both clients and team members. To address these issues, it's important to develop strong organizational skills, become comfortable with digital tools, and establish a dedicated and distraction-free workspace. Regular check-ins with supervisors and clear communication channels can also help remote intake professionals stay connected and supported while working from home.
What are the key skills and qualifications needed to thrive as a remote intake specialist, and why are they important?
To thrive as a Remote Intake Specialist, you need strong organizational skills, attention to detail, and experience in customer service or administrative support, often with a high school diploma or higher. Familiarity with client management systems (CMS), secure document handling platforms, and telecommunication tools is typically required. Excellent verbal and written communication, active listening, and empathy are essential soft skills for effectively gathering and relaying information. These competencies ensure accurate information collection, a positive client experience, and efficient workflow in a remote, fast-paced environment.
What does a remote intake specialist do?
A Remote Intake Specialist is responsible for collecting and verifying information from clients or patients, usually as the first point of contact for a company or healthcare provider. They conduct interviews, enter data into systems, and ensure that all necessary paperwork is completed accurately. Working remotely, they communicate via phone, email, or video calls, and must maintain confidentiality and professionalism. Their role is crucial to ensuring a smooth onboarding process and connecting clients to the appropriate services or departments.
What are popular job titles related to Urgently Hiring Remote Intake jobs in Virginia? For Urgently Hiring Remote Intake jobs in Virginia, the most frequently searched job titles are:
- Law Firm Intake Specialist Remote
- Remote No Experience Chemist
- Remote Cardiac Rehabilitation Specialist
- Remote Injury Prevention Specialist
- Overnight Intake Specialist Remote
- Remote Encompass Health Rehabilitation Hospital
- Urgently Hiring Law Firm Intake Specialist
- Work From Home Product Catalog Specialist
- Intake Specialist
- Crisis Intake Specialist
What job categories do people searching Urgently Hiring Remote Intake jobs in Virginia look for? The top searched job categories for Urgently Hiring Remote Intake jobs in Virginia are:
What cities in Virginia are hiring for Urgently Hiring Remote Intake jobs? Cities in Virginia with the most Urgently Hiring Remote Intake job openings:
Full-time
Posted 9 days ago
Intuit rating
8.4
Based on 91 frontline employees who took The Breakroom Quiz
87th of 243 rated software companies
Job description
The Accountant High Value Partner Ecosystem team is responsible for the experience of Intuit's most strategic accounting firm and ProAdvisor partners across QuickBooks Accountant, QuickBooks Accountant Premium, and National Accounts. As Senior Manager, Partner Resolution Management, you will lead the team accountable for resolving the most complex, high-visibility escalations from our highest-value partners - protecting trust, minimizing business and reputational risk, and driving the root-cause fixes needed to prevent issues from recurring.
This is a remote people-leadership and operational-excellence role. You will build and coach a team of resolution managers and specialists, own escalation governance end-to-end, and partner across Product, Support Operations, Legal, Risk, and Finance to resolve issues quickly while influencing the upstream changes that reduce escalation volume over time.
Responsibilities
- Lead, hire, and develop a team of resolution managers/specialists dedicated to resolving complex, high-stakes escalations from Intuit's highest-value accountants and firm partners, ensuring timely, high-quality outcomes.
- Own the end-to-end escalation and resolution management process for the High Value Partner Ecosystem - intake, triage, prioritization, SLA adherence, and executive-level reporting.
- Serve as the senior point of escalation for the most sensitive or complex partner issues, exercising sound judgment to balance partner experience, business impact, and risk.
- Partner cross-functionally with Product, Engineering, Legal, Risk, Finance, and Support Operations to diagnose root causes of recurring issues and drive durable, systemic fixes rather than one-off resolutions.
- Build and maintain resolution governance models, playbooks, and escalation frameworks that scale quality and consistency as the partner base and issue complexity grow.
- Analyze resolution and satisfaction data - time-to-resolve, reopen rate, tNPS, and partner satisfaction - to identify trends, surface systemic pain points, and inform leadership on the health of the partner ecosystem.
- Represent the voice of the high-value partner in cross-functional planning, advocating for the process, policy, and product changes that reduce escalation volume and improve the overall partner experience.
- Lead change management for new tools, workflows, and policies affecting the resolution team, ensuring smooth adoption with minimal disruption to service levels.
- Coach and grow people leaders and individual contributors - setting clear expectations, developing craft skills, and building a strong talent pipeline within the team.
- Partner with Workforce Management and Finance to align staffing, capacity, and budget plans to forecasted escalation volume and seasonal demand.
- Contribute a resolution-management lens to the broader Accountant Experience and Customer Success strategy, informing roadmap and investment decisions.
Qualifications
Required
- Bachelor's degree or equivalent practical experience.
- 5+ years leading teams in escalation management, customer resolution, support operations, or a related customer-facing discipline, ideally within B2B, fintech, SaaS, or accounting/financial services.
- Proven experience managing high-stakes, high-visibility issues involving VIP or high-value customers/partners, including issues with legal, financial, or reputational sensitivity.
- Strong people-leadership track record, including hiring, coaching, and developing managers or senior individual contributors.
- Demonstrated ability to use data to diagnose root causes, measure resolution effectiveness, and drive continuous improvement (e.g., resolution time, reopen rate, CSAT/tNPS).
- Excellent written and verbal communication skills, with experience presenting to and influencing senior/executive stakeholders.
- Experience leading cross-functional partners (Product, Legal, Risk, Finance) toward shared resolution and process outcomes.
- Strong operational rigor - able to build repeatable processes, playbooks, and governance models that scale.
- Comfortable operating in ambiguity and leading teams through organizational or process change.
Preferred
- Experience supporting accounting or financial professionals, with familiarity with QuickBooks Accountant, ProAdvisor, or similar practice-management ecosystems.
- Background in a partner, alliance, or channel-facing role in addition to direct customer support.
- Experience with escalation/case management tooling and CRM platforms.
- MBA or advanced degree in a related field.
Additional Information
- This role may require occasional travel (~10%) for stakeholder and partner engagement.
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Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
Employment Type: Full-Time