Care Account Operations Advisor - Liens & Levies
Training will be 2 to 6 weeks long and will take place VIRTUALLY Monday through Friday 9am - 6pm CST. You will be expected to be in office 2 days a week, post training.
Location: Omaha, NE or Boston, MA
Toast is driven by building the restaurant platform that helps restaurants adapt, take control, and get back to what they do best: building the businesses they love.
Account Operations Advisors on the Liens & Levies team play a critical role in protecting the integrity of Toast's financial operations. This team is responsible for reviewing, validating, and processing legal fund-withholding requests, including liens, levies, and garnishments, submitted by third parties against business accounts. The work requires precision, sound judgment, and the ability to communicate clearly and empathetically with customers during what can be a stressful and confusing experience.
About this roll* (Responsibilities)
- Review and assess incoming lien and levy requests from third-party claimants (e.g., government agencies, attorneys, creditors) to determine legitimacy, completeness, and legal compliance.
- Process approved lien and levy requests by placing holds or restrictions on the appropriate customer accounts in accordance with legal requirements and internal policies.
- Draft and send timely, accurate notices to third-party claimants confirming receipt and action of the lien or levy, including relevant details and next steps.
- Draft and send timely, accurate notifications to affected customers informing them of the lien or levy placed on their account, including relevant details and next steps.
- Communicate directly with customers via email and phone to explain lien and levy processes, answer questions, and guide them through what can be a stressful and unfamiliar situation.
- Manage a case queue of lien and levy requests, ensuring timely resolution within required legal deadlines.
- Partner cross-functionally with various internal teams (Legal, Compliance, Billing, etc) to handle complex or escalated cases appropriately.
- Maintain thorough documentation of all requests, determinations, and actions taken for audit and compliance purposes.
- Serve as a knowledgeable resource for internal teams regarding lien and levy processes.
- Continually identify opportunities to improve workflows, documentation, and policies related to lien and levy processing.
- Additional ad-hoc responsibilities as assigned.
Do you have the right ingredients*? (Requirements)
- 2+ years of customer-facing experience in account operations, financial services, collections, or a related field
- Exceptional attention to detail and accuracy when reviewing legal documents and processing account changes
- Excellent written and verbal communication skills — comfortable having sensitive, empathetic conversations with customers about complex account situations
- Ability to explain technical or legal concepts in plain language to customers who may be stressed or unfamiliar with the process
- Confidence making time-sensitive decisions independently while knowing when to escalate
- Strong organizational skills and ability to manage a high-volume case queue
- Familiarity with legal fund-withholding instruments such as liens, levies, garnishments, or subpoenas highly preferred
- Prior experience with Salesforce or other CRM tools is a plus
- Relentless problem-solver with a high sense of urgency and accountability
Our Spread of Total Rewards
We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters’ changing needs. Learn more about our benefits at https://careers.toasttab.com/toast-benefits.
*Bread puns encouraged but not required
The base salary range for this role is listed below. The starting salary will be determined based on skills and experience. In addition to base salary, our total rewards components include cash compensation (overtime, bonus/commissions, if eligible), benefits, and equity (if eligible).
How Toast Uses AI in its Hiring Process
Throughout the hiring process, our goal is to get to know you. We use AI tools to support our recruiters and interviewers with tasks like note-taking, summarization, and documentation of interviews to ensure they can be fully focused on your conversation. All hiring decisions are made by people.
Diversity, Equity, and Inclusion is Baked into our Recipe for Success
At Toast, our employees are our secret ingredient—when they thrive, we thrive. The restaurant industry is one of the most diverse, and we embrace that diversity with authenticity, inclusivity, respect, and humility. By embedding these principles into our culture and design, we create equitable opportunities for all and raise the bar in delivering exceptional experiences.
We Thrive Together
We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the restaurant community. To learn more about how we work globally and regionally, check out: https://careers.toasttab.com/locations-toast.
Apply today!
Toast is committed to creating an accessible and inclusive hiring process. As part of this commitment, we strive to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact [email protected].
------
For roles in the United States, it is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Top Skills
Toast Boston, Massachusetts, USA Office
Toast’s headquarters is located in the heart of the Seaport District. Toasters are surrounded by art, culture, and delicious cuisine in one of the most bustling neighborhoods in Boston.
Early Careers
Toast's Early Careers program is designed to launch students' careers by integrating them into the company's vibrant culture and impactful work. Interns and co-ops are treated as full-time Toasters from day one, given meaningful projects, and provided with mentorship from industry professionals. The program emphasizes hands-on learning, collaboration across teams, and the autonomy for students to develop and showcase their skills, supported by consistent feedback. Toast offers opportunities across various departments, including technical roles like Software Engineering and Data Science, as well as non-technical roles such as Human Resources and People Operations.
Similar Jobs at Toast
What you need to know about the Boston Tech Scene
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
