Lead, recruit, and develop a team of tax Money Coaches while managing coaching operations, contract service levels, and performance reporting. Coach members directly for up to 40% of the time, resolve escalated concerns, and use data and partner collaboration to improve member outcomes and satisfaction.
The Program Manager coordinates service delivery by managing project commitments, surfacing risks, and closing operational gaps. They ensure reliable program execution by maintaining visibility into priorities and facilitating communication between cross-functional teams.
Provide one-on-one educational coaching on federal and state individual income tax topics via phone and video. Translate complex tax terminology into clear, practical language to help members understand their documents and identify appropriate next steps.
Conduct 30-minute one-on-one virtual financial coaching sessions with employees of global companies. Provide unbiased education on topics such as budgeting, debt management, and retirement planning while documenting session details.
Conduct 30-minute one-on-one virtual financial coaching sessions with employees of global companies. Provide unbiased education on topics such as budgeting, debt reduction, credit, and retirement planning.
Conduct 30-minute one-on-one virtual financial coaching sessions with employees of global companies. Provide unbiased education on topics such as budgeting, debt reduction, credit, and retirement planning.
Conduct 30-minute one-on-one virtual financial coaching sessions with employees of global companies. Provide unbiased education on topics such as budgeting, debt reduction, and retirement planning while documenting session details.
Conduct 30-minute one-on-one virtual financial coaching sessions with employees to provide unbiased education on topics like budgeting, debt, and retirement. Tailor sessions to individual member goals while maintaining confidentiality and documenting session details.
