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  • A leading landscaping and pest control company serving residential and commercial clients throughout the Mid-Atlantic is looking to add a Director of Customer Experience to their team. The mission of the company is to create beautiful, healthy outdoor spaces while delivering reliable, professional service that exceeds customer expectations. They take pride in their craftsmanship, responsiveness, and long-term relationships with customers and the community.

    Position Overview

    The Director of Customer Experience (CX) will be responsible for a team of ~30 individuals, including a Customer Service Manager and Sales Manager. This role is responsible overseeing a remote call center type environment in which the customer service team and sales team can provide continuous feedback in order to improve the customer experience. The ideal candidate is a strategic thinker who thrives in a service-based, customer-first culture and can translate data, feedback, and insights into action.

    Key Responsibilities

    Leadership & Culture

    • Serve as a culture ambassador, creating an environment of accountability, empathy, and excellence across both departments.

    • Lead, coach, and mentor the Customer Service Manager, Customer Service Supervisor, and Inside Sales Manager.

    • Conduct annual and mid-year performance reviews for all direct reports and ensure timely completion for all team members within both departments.

    • Champion Green Pest Solutions’ core values in every decision and employee interaction.

    • Maintain staffing levels at or above target with high-performing, values-aligned team members.

    • Own hiring, performance management, and separation decisions for all team members within scope.

    Customer Service Oversight

    • Drive performance in all key customer service metrics including:

    • Answer rate, abandon rate, and SLA adherence

    • Customer retention and cancel saves

    • AR collection performance and billing accuracy

    • Manage and drive collection efforts vs budget

    • Data entry and CRM accuracy through audits

    • User rights management within CRM

    • Ensure the delivery of consistent 5-star experience across all customer touchpoints.

    • Monitor department expenses and manage payroll in partnership with the CS Manager.

    • Annual Budgeting and reforecasting

    • Host weekly 1.1s with your direct reports

    Inside Sales Oversight

    • Partner with the Sales Manager to ensure daily, weekly, monthly, and annual revenue targets are met.

    • Use data to improve conversion metrics and identify coaching opportunities.

    • Regularly review sales calls and performance dashboards, offering feedback and new strategies.

    • Assist in designing and implementing sales processes that are customer-first and team-friendly.

    • Host weekly 1.1s with your direct reports

    • Monitor department expenses and manage payroll in partnership with the Sales Manager.

    Strategic Planning & Collaboration

    • Participate in monthly business reviews and performance updates with VP of Pest Control.

    • Help create and execute annual department budgets, headcount forecasting, and compensation planning.

    • Identify areas for operational improvements or automation opportunities.

    • Work cross-departmentally with marketing, IT, training, and field operations to ensure seamless customer handoffs and feedback loops.

    Qualifications

    • 5+ years of leadership experience in a remote or hybrid call center environment, preferably overseeing both sales and service teams.

    • Proven success leading and developing high-performing, values-aligned teams.

    • Strong understanding of call center metrics, reporting tools, and performance coaching.

    • Experience with budget management, forecasting, and process implementation.

  • A small dental office near Fairfax is looking to add a treatment coordinator to their team. This office has been in business for over a decade and the office manager will serve as the first point of contact for patients, providing exceptional customer service, managing appointments, and assisting with administrative tasks to ensure the smooth operation of the practice.

    Salary: $45k - $57.5k

    Position Summary:

    The treatment coordinator will oversee the day-to-day patient operations of the dental office, ensuring efficiency, excellent patient service, and compliance with all regulations. This role requires attention to detail and the ability to multitask in a fast-paced environment. The ideal candidate will have dental office management experience and a passion for creating a great workplace for staff and patients alike.

    Key Responsibilities:

    • Manage daily front-office operations, including scheduling, patient check-in/out, and phone/email communications

    • Supervise and support administrative and front-desk staff

    • Maintain patient records in compliance with HIPAA regulations

    • Oversee billing, insurance verification, and claims processing

    • Track office expenses, budgets, and supply inventory

    • Coordinate with dental providers to optimize appointment flow and patient satisfaction

    • Handle hiring, training, and performance reviews for office staff

    • Implement and maintain office policies, procedures, and safety protocols

    • Address patient concerns and resolve scheduling or billing issues promptly

    • Serve as the main point of contact for vendors, service providers, and other partners

    Qualifications:

    • 2+ years of office management experience preferred (medical office management experience is preferred)

    • Excellent leadership, communication, and customer service skills

    • Strong organizational skills with attention to detail

    • Ability to multitask and problem-solve under pressure

    • Knowledge of OSHA and HIPAA compliance requirements

    • Knowledge of dental billing and insurance processes is a plus

    Schedule:

    Monday - Friday

  • A mid-sized public accounting firm in Center City is looking to add a senior audit associate to their team before the holidays. This is a firm that just launched an audit division within the past year and is looking for people who want to work on a variety of projects with Philly based companies. This position will also have significant external client facing work and exposure to the internal executive team.

    Key Responsibilities:

    • Lead audit engagements from planning to completion, ensuring timely and accurate delivery.

    • Perform risk assessments, test internal controls, and evaluate financial reporting processes.

    • Prepare and review financial statements and audit documentation in compliance with U.S. GAAP and auditing standards.

    • Supervise, coach, and provide feedback to junior associates.

    • Maintain strong client relationships, serving as a primary point of contact during audit engagements.

    • Identify process improvements and provide recommendations to clients.

    • Stay current on regulatory and industry developments impacting audit practices.

    Qualifications:

    • Bachelor’s degree in Accounting, Finance, or related field required; Master’s preferred.

    • CPA license required.

    • Minimum of 3 years of relevant public accounting/audit experience.

    • Strong technical knowledge of U.S. GAAP, GAAS, and PCAOB standards.

    • Excellent analytical, organizational, and communication skills.

    • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

    • Demonstrated leadership experience and team mentoring.

  • A mid-sized public accounting firm in Center City is looking to add a senior tax associate to their team before the holidays. This is a firm that is tax-focused and is looking for people who want to work on a variety of tax matters with Philly based individuals, partnerships, and companies. This position will also have significant external client facing work and exposure to the internal executive team.

    Key Responsibilities:

    • Prepare and review individual, corporate, partnership, and trust tax returns, ensuring accuracy and compliance with tax laws and regulations.

    • Analyze and interpret tax laws, rulings, and regulations to provide proactive tax planning and advice to clients.

    • Assist in managing client relationships by addressing their tax-related queries and providing expert guidance.

    • Perform research on tax issues and keep up-to-date with changes in tax laws and regulations.

    • Collaborate with other members of the team to offer comprehensive financial solutions to clients.

    • Assist in the identification and implementation of tax-saving opportunities for clients.

    • Participate in client meetings and presentations, effectively communicating complex tax concepts in a clear and concise manner.

    • Contribute to the development and improvement of tax policies, procedures, and internal controls.

    • Maintain accurate and organized documentation of tax workpapers and client files.

    Qualifications:

    • Bachelor's degree in accounting, finance, or related field.

    • Has or working towards CPA is preferred.

    • 3-5 years of relevant tax experience in public accounting.

    • Strong knowledge of federal, state, and local tax laws and regulations.

    • Great communication and attitude.

  • A full service landscaping company near West Chester is looking to add either a Director of Human Resources or VP of Human Resources to their team. This person will join a team that already has a built out HR function and take over for the VP of HR who is retiring.

    Key Responsibilities

    • Lead and oversee all HR functions, policies, and initiatives aligned with the company’s values and strategic goals.

    • Develop and implement effective employee engagement, conflict resolution, and disciplinary processes.

    • Serve as a key advisor and coach to management on employee relations, performance, and legal compliance issues.

    • Drive initiatives that enhance workplace culture, retention, and employee satisfaction.

    • Oversee recruitment, onboarding, and workforce planning to attract and retain top talent in the industry.

    • Ensure compliance with all federal, state, and local employment laws and regulations.

    • Support and improve training programs focused on leadership, safety, communication, and career development.

    • Monitor and report on key HR metrics and provide strategic guidance for improvement.

    • Lead HR team members and oversee daily department operations, including payroll, benefits, and recordkeeping.

    Qualifications

    • Bachelor’s degree in Human Resources, Business Administration, or related field (Master’s preferred).

    • SHRM-SCP, SPHR, or equivalent certification highly preferred.

    • 10+ years of progressive HR experience, with at least 5 years in a leadership role.

    • Proven expertise in employee relations, conflict resolution, and organizational development.

    • Experience in construction, landscaping, or similar field/blue-collar workforce environments preferred.

    • Strong working knowledge of employment law and HR best practices.

    • Excellent communication, interpersonal, and leadership skills.

    • Ability to build rapport across all levels of the organization and lead with empathy, fairness, and consistency.

    Salary Expectations: $140k -$200k

  • Tax Manager

    Mid-sized public accounting firm in Center City is seeking a Tax Manager for their growing organization. This person will have the ability to grow within the firm, work on a wide range of returns, and help drive strategic growth.

    Salary: $100k - $160k

    Responsibilities include:

    • Tax return review and comprehensive planning for individual, fiduciary, partnership, and corporate clients;

    • Management of key individual and business client accounts;

    • Work directly with staff and senior accountants on their professional development and accounting acumen;

    • Perform tax research to ensure optimal treatment for sophisticated client transactions;

    • Remain current and up-to-date on changes in tax law and accounting procedures;

    • Assist shareholders with billing client accounts;

    • General business and management advisory services.

    The ideal candidate should possess the following qualifications and skills:

    • Bachelor’s degree in accounting or finance (required);

    • CPA license (required);

    • 5+ years of experience in public accounting (required);

    • Experience with high-net-worth individual clients, real estate, and start-up businesses strongly preferred;

    • Strong general tax knowledge;

    • Proven leadership ability and desire;

    • Ability to build relationships and work well with a busy team;

    • Excellent communication, interpersonal, and organizational skills;

    • Proper phone and client relations etiquette;

    • Ability to work independently;

    • Savvy computer skills required and CCH products, QuickBooks, and XCM experience a plus;

    • Proficiency in Microsoft Office programs.

    The ideal candidate should also possess the following characteristics:

    • High cognitive, emotional, and social intelligence;

    • Collaborative team mentality;

    • Punctuality;

    • Flexibility;

    • Entrepreneurial mindset.

    This is a thriving, energetic firm with a broad client base and diverse range of work. The position offers health, dental, 401k, and other benefits, as well as bonus opportunities and a signing bonus. 

  • Position Description:

    The Paraplanner is responsible for assisting with financial planning processes. You will work directly with clients and prospective clients. This position reports to the Director of Financial Planning, and works closely with all departments within the organization.

    Responsibilities:

    The responsibilities of the position include a cross-section of Financial Planning and Investment Management for firm clients, including but not limited to:

    •  Assist with advising clients about the implication of specific financial decisions.

    • Understand clients' goals and using them as guideposts for any financial advice that is offered.

    • Gather necessary data to ensure that any advice offered to a client is the best and will expose them to minimum risk.

    • Determine whether the client has sufficient resources to meet his/her goals within a specified time limit.

    • Assist with advising clients on how well to manage the risks posed in their cash flow.

    • Assist with advising and preparing analysis for a client including retirement cash flow projections, Social Security income analysis, pension plan analysis, etc.

    • Assist with advising and preparing tax analysis in order to ensure tax liabilities for the client are reduced.

    • Review and provide recommendations on estate planning techniques to create, accumulate, and conserve client assets.

    • Learn and understand our firm's investment process.

    • Meet with new and existing clients alongside Financial Planner(s).

    • Prepare PowerPoint presentations for prospective client meetings.

    • Provide a high level of service to firm clients.

    • Produce error-free documents and correspondence that have been proofed, edited, and reviewed prior to sending to clients.

    • Prepare client review follow-ups.

    • Assist with sign-on and onboarding of new clients.

    • Assist with team CRM task management as needed.

    • Sit in large meetings to assist with note-taking when needed.

    • Fully utilize and keep up-to-date records and tasks for clients.

    • Adhere to the Firm and Department’s Best Practices.

    • Assist with department requests as needed.

    Qualifications:

    • A Bachelor’s Degree is required for this role.

    • Minimum of 1-3 years of experience in a financial planning/investment management role, or undergraduate study and internship experience from a financial planning degree program.

    • Fully licensed within 6-months of assuming the role (CFP, Series 66, Series 7)

    • Detail oriented.

    • Good communication skills; both verbal and written.

    • Sales skills a plus.

    • Strong analytical background necessary to complete client analysis.

    • Proficient in MS Excel, PowerPoint and Word.

    • Experience with the following software programs a plus: Tamarac, Microsoft CRM, Morningstar Principal and/or Morningstar Direct

    Projected Salary: $105k - $115k

  • One of the top wealth management firms in the DMV is looking to add a Financial Planning Specialist to their team due to growth. Founded over 40 years ago, this firm has over $6B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic.

    We have helped several individuals get positions at this firm over the past few years and are happy to talk more about the culture and opportunity for growth.

    Key Responsibilities:

    • Assist financial advisors in preparing comprehensive financial plans and investment recommendations.

    • Conduct in-depth research on investment products, tax strategies, estate planning, and other wealth management topics.

    • Analyze client portfolios and financial data to generate reports and insights.

    • Prepare client meeting materials, including presentations and performance reviews.

    • Ensure compliance with industry regulations and firm policies in all client-related documentation.

    • Maintain accurate and up-to-date client records within financial planning software and CRM systems.

    • Support the development and implementation of financial strategies tailored to individual client needs.

    • Collaborate with internal teams to enhance operational efficiency and client service delivery.

    Qualifications & Skills:

    • Bachelor’s degree in Finance, Economics, Business, or a related field.

    • 3+ years of experience in a financial planning, paraplanning, or wealth management role.

    • VA L&H, Series 66 (or combination 63/65), and Series 7

    • CFP® certification or progress toward CFP® designation is preferred but not required.

    • Strong knowledge of financial planning principles, investment products, and retirement strategies.

    • Proficiency in financial planning software (e.g., Morningstar, Tamarac) and CRM systems.

    • Excellent analytical skills with strong attention to detail.

    • Strong written and verbal communication skills.

    • Ability to manage multiple tasks and prioritize workload effectively.

  • Client Services Associate

    A top wealth management firm in Tysons, VA (Virginia’s #1 financial advisor) is looking to add a client service associate to their team. This position supports the firm by developing relationships with firm clients and helping them maximize the value they're getting from the company’s services. The successful candidate will report directly to the Director of Client Services, and will have daily interaction with senior executives, internal departments, and our clientele. Position offers top benefits and salary commensurate with credentials and experience.

    Salary: $65k - $95k

    Responsibilities

    • Build sustainable relationships and trust with clients through open and interactive communication.

    • Take ownership of client issues and follow problems through to resolution in a prompt and courteous manner.

    • Improve client experience in order to facilitate organic growth of the firm.

    • Provide thoughts and feedback on Client Service department operational procedures, including making recommendations for increased efficiency within current processes.

    • Actively document all notes and action items during Client Services team meetings; ensure all commitments made are completed in a timely manner.

    • Maintain strong relationships with back office and other investment company vendors.

    • Successfully manage a high volume of emails, calls, and/or tasks with a positive attitude, including but not limited to:

    • Establishing client profiles and opening new accounts.

    • Tracking and reporting on incoming, outgoing, and internal asset transfers.

    • Preparing authorization documents for establishing and updating accounts.

    • Ensure regulatory compliance is followed.

    • Process Required Minimum Distributions.

    • Assist staff and clients with troubleshooting EQUIPT issues

    • Assist internal staff and external clients in managing ongoing changes on broker-dealer site.

    • Write and edit client and internal communications within the CS team, based on support and guidance from team Directors

    • Local banking, including logging received checks and depositing at the local bank.

    • Perform other duties and responsibilities as assigned.

    Requirements

    • 1-5 years of experience in the financial services industry or client service position.

    • Comprehensive knowledge of financial industry.

    • Series 7 license preferred.

    • Experience using CRM system (Tamarac preferred).

    • Proficiency in Microsoft Suite tools (Outlook, Excel, and Word).

    • High level of service orientation, exceptional interpersonal skills, and the ability to interact with individuals at all levels of the organization.

    • Excellent organizational skills to prioritize and complete work efficiently.

    • The ability to manage multiple responsibilities and requests with competing deadlines in a fast-paced and high-performance work environment.

    • Strong verbal communication skills to express ideas and thoughts in a clear, professional manner.

    • The ability to exercise independent judgement with minimal supervision and maintain a high degree of confidentiality regarding client affairs.

    • Professional, service-oriented demeanor with pleasant, business-appropriate phone manners.

    • Effective problem-solving skills to resolve routine client questions.

    • The ability to follow instructions, including a strong adherence to meet deadlines.

    “Team player" mindset, willingness to do whatever is needed, big or small.