Position Description

Job Title: Systems Administrator (Microsoft Dynamics 365 Field Service)

Reports To: Sr. Project Manager

FLSA Status: Exempt

Location: Shared Services Office, Irving, TX (Hybrid)

Summary:

The Systems Administrator for Field Service Software is a pivotal role responsible for the successful management, maintenance, implementation, and enhancement of our field service support software. This position combines technical expertise with strong project management and communication skills. The Project Manager will be the primary liaison between our field operations and the development teams, ensuring the software meets business needs and users are fully trained and supported. This role requires someone with a training background and a strong grasp of systems and workflows, enabling them to clearly and concisely communicate with the service department.

Essential Duties and Responsibilities:

Field Service Enhancements:

• Collaborate directly with developers to create and test new software features.
• Communicates the front-end user workflows to the development team, ensuring a seamless translation of business needs into functional enhancements.
• Provide dedicated support and training during go-live periods for new software rollouts, including implementations for acquired companies.

Software Support:

• Serve as the first point of contact for all field service support needs, addressing inquiries and troubleshoots from users.
• Manage helpdesk tickets by proactively providing go-live support and assisting in self-service errors.
• Supports and collaborates with all members of the service group, including leaders, technicians, and administrators.

Troubleshooting

• Update process documentation and roll out new features and fixes via email and live training sessions.
• Actively solicit and incorporate user feedback from training sessions to continuously improve the training materials and content.
• Monitor user feedback for future improvements while tracking trends for in-depth analysis.

Process Documentation & Training:

• Document and maintain comprehensive process flows and standard operating procedures (SOPs) for all software functions.
• Trains on new curriculum and ongoing refresher courses
• Ability to execute and walk through billing-related processes within the software.

Other Duties and Special Projects:

• Lead and support various special projects as assigned.
• Regular, consistent and necessary to meet the needs of the business
• Performs other duties and responsibilities as assigned
• Must conduct self in an ethical, legal, and responsible manner at all times
• Must adhere to the policies, principles, and guidance within the Employee Handbook and Code of Conduct

Competencies 

• Excellent communication and interpersonal skills with the ability to build strong relationships across all levels of the organization. Strong verbal and written communication skills
• Ability to effectively communicate and present information one-on-one and in group situations, and outside of the company.
• Ability to solve practical problems and manage a variety of variables in situations and with problems where only limited information or standardization exists
• Open and transparent with a strong work ethic as well as the ability to handle sensitive and confidential information.
• Strong attention to detail
• Ability to work in a fast-paced environment
• Must be a self-starter, independent, and strong organization skills, with the ability to manage multiple priorities and deadlines at any given time
• Ability to establish and build effective working relationships with colleagues and staff. Acceptance of a variety of lifestyles, behaviors, and cultural, and spiritual practices

Education/Experience:

• Associate’s degree and/or 3+ years of experience in software support systems.
• HVAC industry knowledge is a plus.
• Proven experience in training and public speaking.
• Ability to understand the software system from a technical standpoint and translate that knowledge for a front-facing training role.
• Experience with Microsoft Dynamics 365 with a focus on field service is a plus.
• Familiarity with Finance & Operations (F&O).
• A process-driven mindset with a high degree of attention to detail.
• Must be proficient in the Microsoft Office Suite, including Outlook, Excel, PowerPoint and Word

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals

with disabilities to perform the essentials functions. The noise level in the work environment is usually moderate. The workplace is in a corporate office environment and the temperature in the work environment is usually moderate. The position’s primary office is the Shared Services, Irving, TX office; however, telework or work at home, on the road, or in a satellite location for portions of the workweek may occur, depending upon project needs and requirements in coordination with your direct supervisor and/or most senior leader of your department. Frequent travel may be required.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable the individuals with disabilities to perform the essentials functions.

• Must be able to walk, bend, stand, and reach constantly during a workday.
• Must be able to lift 15 – 20 lbs.
• Standing for long periods of time (4-5 hours) occasionally
• Must be able travel via plane or car to events

Critical Systems HVAC Field Technician

Location: Lubbock, TX                       

Reports to: Service Director/Area Service Manager

FLSA Status: Non-Exempt                                                                                 

The Opportunity

We are seeking experienced HVAC Field Technicians with the ability to travel to the customer site to start up, commission, troubleshoot and repair the equipment we represent. This position requires the capability to work independently, and candidates should have strong diagnostic skills. Requires the ability to manage projects for start-up commissioning and coordination of personnel and services. This is a full-time opportunity for an energetic self-starter.  An ideal candidate will be customer service oriented and work well with others.  The position requires a high level of correspondence with Project Managers, Field Supervisors, Service Coordinators and customers. This position of Field Technician for our Lubbock Service Team is focused on support our equipment sales to data centers.

Fundamental Functions & Responsibilities:

• Manage projects and processes while working independently and with limited supervision
• Coaches and reviews the work of lower-level professionals
• Face difficult and sometimes complex opportunities; takes a perspective to provide solutions
• Start-up, commission, and support BMS on equipment we represent
• Perform factory start-up, commissioning, warranty service on Data Center equipment and systems we represent.
• Performs electrical and mechanical inspections on equipment to ensure peak performance
• Ability to interpret engineering drawings in reference to layout, location and operation of the system(s)
• Represents the company in a positive manner to other trades, contractors and owners
• Suggest additional services that are beneficial to customer
• Works in a team-based environment to share information and workload while ensuring customer satisfaction
• Submits required paperwork to Data Mission Critical Administrator in a timely manner
• Must work in a safe manner daily and ensure that all safety measures are always taken
• Performs other duties as assigned
• Flexibility to work overtime/ weekends, as required
• Perform PM tasks of the dedicated equipment on site

Knowledge & Skills:

• Ability to apply knowledge of refrigeration, air flow, and theory.
• Excellent communication skills and interpersonal skills to interact effectively with diverse client groups.
• Driven with the ability to work both independently and within a team.
• Effectively communicate and properly describe problems and solutions.
• Demonstrated technical skills to explain product functionality to customers.
• Well-developed planning, organization, analytical, and decision-making skills.
• Proficient computer skills, such as Excel and PowerPoint.
• Ability to produce clear, timely and concise documentation and have well-developed problem-solving skills.

Physical Requirements / Work Environment

• Ability to travel substantially within operational region.
• A flexible schedule may be required.
• Willingness to work in adverse working conditions

The Required Profile

• High School Diploma or equivalent
• Must have valid driver’s license with good driving record
• Must have current HVAC certification and OSHA 10 Training plus 5+ years’ experience working as a Service Technician in a commercial environment
• Operating knowledge of Microsoft office software and working proficiency with handheld computer (i.e. Smartphone, iPad)
• Electrical knowledge required and EPA Certification, Preferred (i.e. HVAC Journeyman, Master license)
• Ability to work in diverse conditions including but not limited to mechanical equipment rooms with exposure to noisy operating equipment, exposure to extreme weather conditions, risk of electrical shock (high voltage), climbing/working at elevated heights, etc.
• Must be able to climb, crawl, stoop, kneel and must regularly lift and/or move up to 50 pounds, frequently lift and/or move up to 75 pounds
• Ability to work independently with minimal supervision and balance requirements of multiple and varied duties

Other Skills & Abilities

Language Skills
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs.

Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks.

Environmental Requirements

Will be required to work in a field environment, report to and from the same site daily

Physical Demands

While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is continually required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 50 pounds, frequently lift and/or move up to 75 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

VSC Fire and Security, Inc., a leading fire protection and life safety system contractor, is seeking an experienced Regional Safety Manager to join our team. This position will be based in Dallas, Texas.

What we offer:

• Competitive salary.
• Company car for travel to various offices.
• Options for Medical, Dental and Vision insurance for you and your family.
• A 401K plan with a company match.
• PTO and Paid Holidays.
• Opportunities for training and advancement.
• Relevant educational and licensure reimbursement for qualified candidates.
• Health Savings Account (HSA).
• Life Insurance.
• Employee Assistance Program.
• Referral Bonuses.

What you need:

• Minimum 5 years of experience in the construction safety field.
• OSHA 510 or 511 certified (or more) required. Trainer status (OSHA 500) for OSHA 10 and 30 a plus.
• Ability to travel to offices and job sites on the local market, surrounding states, and other markets as needed up to 70% travel.
• Strong verbal and written communication skills.
• Ability to manage time and work with minimal supervision.
• Ability to motivate employees.
• Exceptional attention to detail and communication skills.
• Eagerness for professional development and growth.
• Ability to pass various background checks.
• Reliable transportation, valid State Driver's License with acceptable driving record for potential use of company vehicle.

What you will do:

• Create and update division safety plans to address incident count and cause of loss, OSHA activity, division hiring needs and employee experience level, and changing project requirements.
• Conduct visits to each division and meet with leadership to assess safety needs, review loss history and provide training.
• Conduct safety audits with office safety advocate to verify advocates’ audit abilities and act as resource to develop advocate’s ability to positively affect safety.
• At conclusion of safety audits, develop robust action plan for improvement opportunities. Ensure plan is implemented and measured to determine success.
• In partnership with divisional leadership, investigate cause of loss, establish corrective action plan, implement plan and, measure outcome.
• Create Divisional KPI's based on data affecting safety outcomes (both frequency & severity). KPI’s focus on reducing job site injuries and strengthening safety culture.
• Conduct timely discussions with Regional and Division managers reviewing results of job site incidents, safety audits and training needs.
• Act as VSC spokesperson for OSHA Citations. Be responsible for investigation, negotiations with OSHA and development and implementation of action plan with Division management input.
• Conduct training for division staff to include: new hires, Mobile Elevated Work Platforms, Heavy Equipment, Confined Space, LOTO, OSHA 10, OSHA 30 and other safety subjects as needed or required.
• Distribute Safety Alerts to Divisions on needs identified via analysis of incidents, safety audit improvement ops, etc. and ensure communication and understanding by field employees.
• Works with Claims Manger on all workers’ compensation and auto claims including investigations, reporting, compliance, follow up care, and communication with third party administrator.
• Participate in corporate weekly workers compensation meeting as required by Director of Safety.
• Individual KPI’s include: number of jobsite visits, number of training classes, regional and division incident frequency and severity measures, Procore and LMS system utilization.
• For each division ensure posting of OSHA Form 300A, assist with JHA development and updates.

This role is designated as safety-sensitive due to responsibilities that could entail the use of motor vehicles, mobile equipment, working at heights, climbing ladders, and utilizing lift equipment.

Position Summary

IEM is seeking a highly experienced Senior Salesforce Administrator to lead the optimization and strategic evolution of our Salesforce environment. This senior-level position will drive platform excellence, mentor team members, and build scalable solutions. You will play a critical role in ensuring our Salesforce platform not only operates at peak efficiency but also evolves to meet our growing business needs and strategic objectives.

Key Responsibilities:

• Advanced System Solutions: Design and implement complex Salesforce solutions including custom objects, advanced automation (Flow, Apex triggers), integration patterns, and scalable data models that support enterprise-level operations.
• User Management & Security: Implement and maintain sophisticated security models including complex role hierarchies, sharing rules, permission sets, field-level security, and compliance with data governance policies. Conduct regular security audits and implement best practices.
• Data Governance & Management: Establish and enforce data governance frameworks, data quality standards, and master data management practices. Lead data migration projects, implement data archival strategies, and ensure GDPR/compliance requirements are met.
• Advanced Reporting & Analytics: Develop sophisticated dashboards, reports, and analytics solutions using Salesforce Reports, Dashboards, Salesforce CRM Analytics (formerly Einstein Analytics), collaborate with Tableau team to embed data-driven insights to support executive decision-making.
• Integration Management: Collaborate with Mulesoft team to design, implement, and maintain integrations between Salesforce and other enterprise systems (ERP, CPQ, marketing automation, etc.) using APIs, middleware platforms, and iPaaS solutions. Ensure data consistency and real-time synchronization across systems.
• Team Leadership & Mentorship: Mentor junior administrators and developers, provide technical guidance, conduct code reviews, and foster a culture of continuous improvement.
• Change Management & Release Coordination: Lead release management activities including sandbox strategy, deployment planning, testing coordination, and production releases. Ensure DevOps best practices and CI/CD pipelines for Salesforce deployments.
• Training & Enablement: Develop and deliver comprehensive training programs for end-users and power users. Create training materials, documentation, and self-service resources to maximize platform adoption and user proficiency.
• Vendor & Stakeholder Management: Manage relationships with consulting partners, and third-party vendors. Evaluate and recommend AppExchange solutions and manage vendor implementations.
• Innovation & Continuous Improvement: Stay at the forefront of Salesforce innovations including AI capabilities, emerging technologies, and industry trends. Proactively identify opportunities for automation, optimization, and enhanced user experience.

Qualifications

Required:

• Experience: 7+ years as a Salesforce Administrator with progressively increasing responsibilities. Proven track record of leading large-scale Salesforce implementations, migrations, or transformations. Strong understanding of Salesforce best practices, design patterns, and enterprise architecture principles.
• Certifications: Salesforce Platform Administrator and Platform Administrator II certifications required. At least one additional certification strongly preferred: Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, or Platform Developer.
• Technical Proficiency: Expert-level knowledge of Salesforce configuration, automation tools (Flow), security models, and data management. Experience with Apex, Visualforce, Lightning Web Components, and SOQL queries. Understanding of web services, REST/SOAP APIs, and integration patterns.
• Outstanding written and verbal communication skills. Ability to translate complex technical concepts for diverse audiences, facilitate workshops, and build consensus across departments.
• Strong organizational and project management skills. Ability to manage multiple priorities, lead cross-functional initiatives, and deliver results on time and within budget.
• Thrives in dynamic, fast-paced environments. Embraces change and demonstrates creative problem-solving. Proactively identifies opportunities for innovation and efficiency gains.
• Passionate about professional development and staying current with Salesforce innovations, industry trends, and emerging technologies. Active participation in the Salesforce community (Trailhead, user groups, events).
• EST/SOAP APIs, and integration patterns.

Preferred Skills & Experience:

• Salesforce Field Service
• Salesforce OmniStudio (FlexCards, OmniScripts, DataRaptors, Integration Procedures)
• Salesforce Revenue Cloud / CPQ implementation and administration
• DevOps tools and methodologies (Gearset, GitHub or similar CI/CD platforms)
• Data warehousing platforms (Snowflake, Amazon Redshift, or similar)
• SQL and database management
• Business Intelligence tools (Tableau, Power BI, or similar)
• Einstein AI and Agentforce capabilities
• Industry Cloud solutions (Manufacturing Cloud, Financial Services Cloud, etc.)
• Project management methodologies (Agile/Scrum)

General Competencies:

• Leadership & Strategic Thinking: Demonstrated ability to lead projects, influence stakeholders, and drive strategic initiatives. Strong executive presence and ability to communicate with C-level executives.
• Analytical & Problem-Solving Skills: Exceptional analytical abilities with a data-driven approach to problem-solving. Ability to troubleshoot complex technical issues and architect scalable solutions.
• Communication & Collaboration: Outstanding written and verbal communication skills. Ability to translate complex technical concepts for diverse audiences, facilitate workshops, and build consensus across departments.
• Project Management: Strong organizational and project management skills. Ability to manage multiple priorities, lead cross-functional initiatives, and deliver results on time and within budget.
• Adaptability & Innovation: Thrives in dynamic, fast-paced environments. Embraces change and demonstrates creative problem-solving. Proactively identifies opportunities for innovation and efficiency gains.
• Continuous Learning: Passionate about professional development and staying current with Salesforce innovations, industry trends, and emerging technologies. Active participation in the Salesforce community (Trailhead, user groups, events).

Job Location:

• Position is located in Austin, TX.
• The position will start as a remote role, but is seeking people who must be able to work hybrid from our Austin, Texas facility in the future. This role may require up to 15% travel to IEM facilities, supplier sites, compliance audits or conferences.

Payroll Project Manager & Administrator (Contract)

We are seeking an experienced Payroll Project Manager & Administrator on a contract basis to oversee and execute payroll-related projects while managing day-to-day payroll administration. This role combines strategic project leadership with hands-on payroll processing to ensure accurate, compliant, and timely payroll delivery.

Key Responsibilities

Lead payroll system implementations, migrations, or upgrades from planning through go-live, managing timelines, budgets, and stakeholder communication. Oversee end-to-end payroll processing, including calculating wages, deductions, bonuses, and tax withholdings. Develop and document payroll processes, controls, and standard operating procedures. Identify and resolve payroll discrepancies, conducting root cause analysis to prevent recurrence. Manage relationships with external payroll vendors and benefits providers. Prepare payroll reports, reconciliations, and audit documentation as needed.

Qualifications

Minimum 5 years of experience in payroll administration, with at least 2 years managing payroll projects. Proficiency with major payroll platform; ideally Paychex & ADP. Proven ability to manage multiple workstreams, meet deadlines, and communicate effectively across all levels of an organization. CPP (Certified Payroll Professional) or PMP certification is a plus.

Contract Details

This is a contract engagement with a defined scope and timeline, to be discussed during the hiring process. Remote or hybrid arrangements may be available depending on project requirements.

Iterable is the leading AI-powered customer engagement platform that helps leading brands like Redfin, SeatGeek, Priceline, Calm, and Box create dynamic, individualized experiences at scale. Our platform empowers organizations to activate customer data, design seamless cross-channel interactions, and optimize engagement—all with enterprise-grade security and compliance. Today, nearly 1,200 brands across 50+ countries rely on Iterable to drive growth, deepen customer relationships, and deliver joyful customer experiences.

Our success is powered by extraordinary people who bring our core values—Trust, Growth Mindset, Balance, and Humility—to life. We foster a culture of innovation, collaboration, and inclusion, where ideas are valued, and individuals are empowered to do their best work. That’s why we’ve been recognized as one of Inc’s Best Workplaces and Fastest Growing Companies, and were recognized on Forbes’ list of America’s Best Startup Employers in 2022. Notably, Iterable has also been listed on Wealthfront’s Career Launching Companies List and has ranked in the top 10 of the Top 25 Companies Where Women Want to Work.

With a global presence—including offices in San Francisco, New York, Denver, London, and Lisbon, plus remote employees worldwide—we are committed to building a diverse and inclusive workplace. We welcome candidates from all backgrounds and encourage you to apply. Learn more about our story and mission on our Culture and About Us pages. Let’s shape the future of customer engagement together!

How you will make a difference: Iterable’s RevOps team is looking for a Salesforce Developer to provide operational support to help grow our business worldwide. The core focus of the role is scaling and maintaining our GTM systems. You will help with admin tools and support end users using Salesforce, Outreach, Gong, CPQ, Gearset, LeanData, and Chili Piper. You will report to the Senior Manager, Business Systems. This is an opportunity to get broad exposure to our GTM tech stack and scale our systems and processes.

One of our core values is a growth mindset, and Iterable is a company where everyone can grow. If this role excites you, please apply, as we value applicants for the skills they bring beyond the job description.

You’ll get to:

• Manage integrated applications and third-party suppliers, including: Salesforce, Leandata, Outreach, Gong, Chili Piper, and other Sales, Marketing, Solutions, Partnership, BI and Customer Success technologies
• Work on requirements and Salesforce elements, and document technical specifications and the associated test cases
• Suggest and architect administrative solutions that reduce overall maintenance and support of assigned applications, and ensure solutions are scalable and in line with best practices
• Support our existing GTM tools and drive increased adoption across the team
• Manage reports and dashboards structure, both ad-hoc and for strategic initiatives
• Excellent understanding of Quote-to-Cash and Revenue Lifecycle Management processes, including CPQ, product catalog, order management, billing, contracts, and revenue recognition.
• Serve as subject matter expert in Quote-to-Cash products, staying current with new releases, roadmap plans, and best practices.
• Own, create, and maintain both internal and external documentation
• Support end-users of the Salesforce platform and integrated tools
• Collaborate with cross-functional stakeholders across the business and tool owners to provide support and updates to systems and processes
• Monitor system health and performance, proactively identifying and improving system processes
• Maintain and improve data cleanliness
• Build and maintain the architecture of our GTM technologies, including managing the efficiency, usage, and consolidation of those technologies

We are looking for people who have:

• Experience using the following in Salesforce: APEX, LWC, flow, validation rules, page layouts, record types, and bulk data load utilities (e.g., Data Loader)
• Hands-on programming/custom coding experience with Salesforce platform, requiring LWC and Apex.
• Deep understanding of Salesforce security, including how OWDs, sharing rules, profiles, roles, and permission sets impact visibility and editing
• Understanding of how to manage, troubleshoot, and integrate tools into Salesforce
• Strong project management skills and ability to communicate cross-functionally
• Interest in and ability to learn how to administer new tools

Bonus points:

• Experience administering Salesforce for an instance supporting 500+ users
• Knowledge of administering Outreach or Chili Piper.
• Salesforce Certified Administrator
• Salesforce Senior Certified Administrator
• Platform Developer I
• Trailhead Profile
• Hands-on Experience with Apex
• Experience providing support to an SFDC instance in a hyper-growth SaaS company

The US salary range for this position at the start of employment is an annual base salary of $114,500 - $179,000. The total compensation package also includes equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.

Iterable is an Equal Employment Opportunity employer that proudly pursues and hires a diverse workforce. Iterable does not make hiring or employment decisions on the basis of race, color, religion or religious belief, ethnic or national origin, nationality, sex, gender, gender identity, sexual orientation, disability, age, military or veteran status, or any other basis protected by applicable local, state, or federal laws or prohibited by Company policy. Iterable also strives for a healthy and safe workplace and strictly prohibits harassment of any kind. Pursuant to the San Francisco Fair Chance Ordinance and other similar state laws and local ordinances, and its internal policy, Iterable will also consider for employment qualified applicants with arrest and conviction records.

EDUCATION AND EXPERIENCE

• High school diploma or associate’s degree with two (2) years of related experience in loan administration, office operations, or customer service with exposure to financial services, mortgage, title insurance industry, or experience deemed equivalent at the discretion of Capital Farm Credit (CFC).

JOB SUMMARY

• An entry level position responsible for basic loan administration, loan accounting, content management, credit support, and other office administration work.
• Administers simple to moderately complex loan portfolios and effectively responds to customer service inquiries on a routine basis.
• Supports business development efforts by providing excellent and knowledgeable customer service as a first line of contact via face-to-face interactions and/or telephone conversations.
• Communicates with external parties and internal departments involved in the customer and loan relationship.

ESSENTIAL FUNCTIONS

• Provides excellent customer service on a consistent basis by greeting customers, answering phones and customer inquiries, and facilitates communications between internal departments and external parties. Works with senior staff to research and resolve issues.
• Under direction and oversight, sends the loan application(s) to applicants, reviews completed application for accuracy and completeness, and communicates with applicants on additional needs. At a basic level, develops and organizes loan applicant information.
• Under direction and oversight, enters pertinent loan data into loan origination systems, including financial information such as balance sheets and other data required. Acquires credit bureau reports and generates credit scores.
• Conducts appropriate searches within various systems as required for borrowing entities. Reviews results to ensure compliance related to entity tax status and OFAC standings. Gains a basic understanding of UCC lien search results and UCC lien status.
• Under guidance, drafts and sends communication of initial credit decision to applicants. Assists with communicating additional needs and updates with applicants and members of the loan committee through due diligence process.
• Requests and develops basic knowledge of title commitment and supporting documents from title companies that are relevant to each loan file. Gains an understanding of coordination needed with internal departments for review and approval of necessary documents.
• Through direction and oversight, reviews files in loan origination system to help identify errors and ensure accuracy prior to loan committee approval and loan processing requests. Requests final loan committee approvals. Submits loan file to Document Preparation Department.
• With direction and oversight, coordinates loan closings; assembles, reviews, and delivers closing packet for execution; and reviews documentation to ensure proper execution.
• With guidance and oversight, onboards new loans from loan origination system into the loan accounting system and disburses loan proceeds; confirms loan was closed in compliance with loan closing instructions; monitors borrower loan conditions and documents the file accordingly. Assists the loan committee by requesting and filing necessary information to satisfy loan covenants and other reporting requirements.
• Develops an understanding of lien perfection through deed of trust and/or UCC filing and maintenance. Establishes and maintains electronic loan files and sends original documents to the Collateral Custodian. Works with internal departments to finalize and certify loans.
• Processes loan payments, disbursements, and related tasks necessary to service loan portfolio.
• Develops basic knowledge of cooperative structure, patronage program, and CFC product offerings.
• At a basic level, assists with credit servicing actions. With oversight and direction, reviews executed servicing action documentation, submits revisions to accounting systems, and updates electronic file documentation.
• Develops basic knowledge of required procedures, policies, processes, internal controls, and regulations with an ability to research and apply.
• Develops foundational knowledge of multiple systems and programs and demonstrates the ability to use CFC programs and systems used in lending and office administration.
• Assists with general office administration and operates a variety of standard office equipment.

REQUIRED SKILLS 

Basic Knowledge Of:

• Accounting/financial systems.
• Computer systems and office equipment used for file management, file classification practices, and retrieval of business information.
• Documentation requirements for title insurance, deeds of trust, UCC financing statements, crop insurance, and flood insurance.
• Professional, oral, and written correspondence principles.
• Intermediate skill level in Microsoft Office applications.
• Organization and time management practices.
• Attention to detail.
• Working in a collaborative environment.
• Critical thinking skills.

DISCLAIMER

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at careers@capitalfarmcredit.com and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the EEO - Know Your Rights and Pay Transparency Statement.

FAYS Case Manager
Address: 1713 East Tyler, Suite E Harlingen, TX 78550
Status: Full Time - Hybrid

The FAYS Case Manager serves in a strategic function at Buckner Children and Family Services to establish and build supportive relationships with organizations and agencies in the community to promote and provide education and prevention of child abuse. Provide education programs in the community to clients and their families. Build supportive and nurturing relationships with clients and their families; assist them in dealing with issues including, but not limited to, runaway, truant, and delinquent behaviors. Strengthen family coping skills in order to ensure the youths’ physical, emotional and spiritual needs are met. Provide therapeutic interaction to assist parents in resuming and maintaining their parental responsibility.

What you'll do:

• Establish and build supportive and nurturing relationships with clients and their families.
• Provide effective and appropriate counseling for crisis intervention as required, both face-to-face and over the phone.
• Assist clients and their families in dealing with issues such as runaway, truant (school related issues), and delinquent behaviors.
• Provide effective and appropriate youth education for coping skills strategies.
• Strengthen family coping skills to ensure the youths’ physical, emotional, and spiritual needs are met. Provide therapeutic interaction to assist parents in resuming and maintaining their parental responsibilities.
• Follow-up with families in aftercare according to each family’s individual needs.
• Communicate with Buckner staff, schools, and other agencies to assess client’s progress and needs.
• Provide effective and appropriate individual, group, and family consultation for youth and their families according to the established Action Plan.
•  Accurately document all individual, group, and family consultations for youth and their families in accordance with their Action Plans.
• Timely and accurately complete Action Plans in accordance with established guidelines. Timely and accurately complete all necessary program paperwork, including intake assessments and discharge paperwork, in accordance with established guidelines.
• Develop, monitor, and manage Action Plans and reviews as scheduled; attend case staffing; involve families and youth in case reviews on an as needed basis.
• Timely and accurately enter information into the FAYS (Extended Reach) Database System; maintain current information in the FAYS (Extended Reach) Database System.
• Consult with supervisor on specific client needs on a regular basis; immediately notify supervisor of any change in client situation or crisis.
• Answer main phone line, receive referrals, and provide service to walk-ins on a rotating schedule as required. Transfer phone lines to on-call phones appropriately and as required.
• Report suspected child abuse and/or neglect to Administrator and appropriate law enforcement agency.

What you'll bring:

• Requires in-depth understanding of a comprehensive field of knowledge normally associated with the attainment of a Bachelor’s Degree in a related field or a Master’s Degree in social work. Bachelor’s Degree in a related field required; Master’s Degree preferred.
• Minimum 2 years prior related experience working with families in a professional setting required. Other Requirements
• Requires proficient ability to speak, read and write English. Ability to speak, read and write Spanish preferred.
• Requires ability to define problems, collect data, establish facts, and draw conclusions dealing with abstract variables.
• Requires proficient working knowledge of family therapy, family systems, crisis intervention and resolution, etc.
• Requires ability to effectively and appropriately work with clients and families from all racial, ethnic, social-economic, and religious backgrounds; requires ability to understand and relate to individuals from various backgrounds.
• Requires ability to hear and receive verbal instructions, answer phones, communicate with people in situations with some background noise.
• Requires ability to recognize differences in sound, such as voices/noises that are loud and playful instead of angry and combative; ability to differentiate tones and volumes in conversations.
• Requires ability to work under minimal supervision and exercise excellent professional judgment with awareness that error may have serious consequences. Requires ability to exercise patience, initiative, 
  and judgment following established guidelines for the program.
• Requires ability to travel to various geographic locations and some overnight stays. Requires ability to obtain and maintain the necessary documentation to travel.

About the Role: 

We're looking for a talented CRM & System Administrator to own, optimize, and scale the backbone of our go-to-market and customer operations. This isn't a "keep the lights on" role -- it's an opportunity to shape how a fast-growing healthtech company runs its most critical systems. If you're someone who gets excited about clean data, smart automation, and building systems that make people's jobs easier, you'll thrive here. 

About the Team: 

You'll sit at the intersection of Marketing, Sales, and Delivery Operations -- partnering with leaders across the business to solve real problems through technology. As an individual contributor, you'll have a high degree of ownership and autonomy, with direct visibility to leadership and the opportunity to shape how we scale our CRM and systems infrastructure as the company grows. 

What You’ll Do: 

Platform Management & Optimization 

• Maintain and optimize HubSpot Marketing, Sales, and Service Hubs 

• Build and refine workflows, automation, sequences, and lead routing 

• Create and manage custom properties, pipelines, dashboards, and reports 

• Conduct regular data audits to ensure accuracy, cleanliness, and governance 

Platform Ownership 

• Configure and maintain tickets, pipelines, SLAs, and customer feedback surveys 

• Partner with client-facing and back-office teams to streamline ticketing processes and improve response workflows 

• Build automation that enhances customer experience—ticket routing, escalation rules, satisfaction surveys, and follow-up sequences 

• Support campaign execution by building emails, landing pages, forms, and segmented lists 

Cross Functional Support 

• Collaborate with Marketing, Sales, and the Delivery Ops teams to translate business needs into scalable solutions 

• Train internal teams on HubSpot features, processes, and best practices 

Systems Integration & Technical Ownership 

• Manage integrations between HubSpot and other business systems 

• Troubleshoot technical issues, identify root causes, and implement long-term fixes 

• Work with internal teams and external vendors on system enhancements and API based integrations 

Reporting & Insights 

• Build dashboards and reports that provide visibility into funnel performance, customer lifecycle, and service operations 

• Track KPIs across marketing, sales, and service to support data driven decision-making 

• Recommend improvements to processes, automation, and data structure based on insights 

What You Bring: 

• 3–5 years of hands-on CRM administration experience, with deep HubSpot expertise in a B2B environment 

• Deep expertise in HubSpot workflows, automation, lifecycle stages, and lead/ticket management 

• Experience supporting Customer Success or Support teams using Service Hub 

• Strong command of CRM data structures, segmentation, and reporting 

• Experience managing integrations between CRM platforms and third-party business systems, including tools like Intercom and Jira 

• Comfort working with custom-coded elements including troubleshooting scripts, custom workflows, or API-based logic 

• A systems thinker who can translate ambiguous business needs into clean, scalable solutions 

• Excellent communication skills and the ability to simplify complex processes 

Bonus Points: 

• HubSpot certifications (Marketing Hub, Sales Hub, Service Hub)  

• Experience managing integrations between CRM platforms and third-party business systems 

• Background in healthcare, benefits, or a high-growth SaaS environment 

What Success Looks Like: 

A great HubSpot Administrator doesn't just maintain the system; they make it work harder for everyone. Success means a well-organized, scalable HubSpot instance built on clean, reliable data, smart automation that reduces manual work, and clear reporting that drives smarter decisions across marketing, sales, and service. 

Compensation: $92,000-$115,000

LOCATION: 

• This position will be located in our credit office in San Angelo, Texas. 

EDUCATION REQUIREMENT:

• High school diploma or associate’s degree.

JOB REQUIREMENTS:

• Two (2) years of related experience in loan administration, office operations, or customer service with exposure to financial services, mortgage, title insurance industry, or experience deemed equivalent at the discretion of Capital Farm Credit (CFC).

JOB SUMMARY:

• An entry level position responsible for basic loan administration, loan accounting, content management, credit support, and other office administration work.
• Administers simple to moderately complex loan portfolios and effectively responds to customer service inquiries on a routine basis.
• Supports business development efforts by providing excellent and knowledgeable customer service as a first line of contact via face-to-face interactions and/or telephone conversations.
• Communicates with external parties and internal departments involved in the customer and loan relationship.

FUNCTIONS:

• Provides excellent customer service on a consistent basis by greeting customers, answering phones and customer inquiries, and facilitates communications between internal departments and external parties. Works with senior staff to research and resolve issues.
• Under direction and oversight, sends the loan application(s) to applicants, reviews completed application for accuracy and completeness, and communicates with applicants on additional needs. At a basic level, develops and organizes loan applicant information.
• Under direction and oversight, enters pertinent loan data into loan origination systems, including financial information such as balance sheets and other data required. Acquires credit bureau reports and generates credit scores.
• Conducts appropriate searches within various systems as required for borrowing entities. Reviews results to ensure compliance related to entity tax status and OFAC standings. Gains a basic understanding of UCC lien search results and UCC lien status.
• Under guidance, drafts and sends communication of initial credit decision to applicants. Assists with communicating additional needs and updates with applicants and members of the loan committee through due diligence process.
• Requests and develops basic knowledge of title commitment and supporting documents from title companies that are relevant to each loan file. Gains an understanding of coordination needed with internal departments for review and approval of necessary documents.
• Through direction and oversight, reviews files in loan origination system to help identify errors and ensure accuracy prior to loan committee approval and loan processing requests. Requests final loan committee approvals. Submits loan file to Document Preparation Department.

• With direction and oversight, coordinates loan closings; assembles, reviews, and delivers closing packet for execution; and reviews documentation to ensure proper execution.

• With guidance and oversight, onboards new loans from loan origination system into the loan accounting system and disburses loan proceeds; confirms loan was closed in compliance with loan closing instructions; monitors borrower loan conditions and documents the file accordingly. Assists the loan committee by requesting and filing necessary information to satisfy loan covenants and other reporting requirements.

• Develops an understanding of lien perfection through deed of trust and/or UCC filing and maintenance. Establishes and maintains electronic loan files and sends original documents to the Collateral Custodian. Works with internal departments to finalize and certify loans.

• Processes loan payments, disbursements, and related tasks necessary to service loan portfolio.
• Develops basic knowledge of cooperative structure, patronage program, and CFC product offerings.

• At a basic level, assists with credit servicing actions. With oversight and direction, reviews executed servicing action documentation, submits revisions to accounting systems, and updates electronic file documentation.

• Develops basic knowledge of required procedures, policies, processes, internal controls, and regulations with an ability to research and apply.

• Develops foundational knowledge of multiple systems and programs and demonstrates the ability to use CFC programs and systems used in lending and office administration.

• Assists with general office administration and operates a variety of standard office equipment.

REQUIRED SKILLS:

Basic Knowledge of:

• Accounting/financial systems.
• Computer systems and office equipment used for file management, file classification practices, and retrieval of business information.
• Documentation requirements for title insurance, deeds of trust, UCC financing statements, crop insurance, and flood insurance.

• Professional, oral, and written correspondence principles.
• Intermediate skill level in Microsoft Office applications.
• Organization and time management practices.
• Attention to detail.
• Working in a collaborative environment.
• Critical thinking skills.

At the discretion of CFC, position may be offered at alternate titles and other business experience may be considered relevant.

AA/EOE/M/F/D/V; Full description available on request