Related skills
crm documentation salesforce compliance📋 Description
- Review incoming lien and levy requests for legitimacy and compliance.
- Place holds on accounts to process approved lien/levy requests.
- Draft and send notices to third-party claimants with details.
- Notify affected customers about lien or levy on their accounts.
- Explain lien and levy processes to customers via email and phone.
- Manage a case queue to ensure timely resolution.
🎯 Requirements
- 2+ years of customer-facing experience in account operations or related field
- Strong attention to detail reviewing legal documents
- Excellent written and verbal communication; empathetic with customers
- Ability to explain complex legal concepts in plain language
- Confidence making time-sensitive decisions independently; escalate when needed
- Strong organizational skills; manage a high-volume queue
- Familiarity with liens, levies, garnishments, or subpoenas preferred
- Prior Salesforce or CRM experience is a plus
- Relentless problem-solver with urgency and accountability
🎁 Benefits
- Hybrid work model that fosters in-person collaboration.
- Total rewards include benefits and equity where eligible.
- Learn more about benefits at the Toast benefits page: https://careers.toasttab.com/toast-benefits
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