Compliance Specialist - Installation

Paylocity; Sarasota (FL); On-site; USD 50,000 - 65,000; Full time

Job summary

Harmar Mobility in Sarasota, FL is seeking a Data & Salesforce Support role to help the Director of LiftSquad maintain installer accounts and ensure COI compliance. You will support data management, audits, and Salesforce Field Service activities, including user setup and basic reporting, to keep operations efficient and accurate.

The ideal candidate has an associate degree or equivalent experience, strong communication, and comfort with data analytics.

Qualifications

• Associate’s degree in education, communications or technical field; or 4 years related experience and/or training; or equivalent combination of education and experience.
• 1-2 years’ experience in a customer-facing field, data analytics experience preferred.
• Experience with Salesforce or similar field service applications is preferred.
• Strong oral and written communication skills.
• Detail oriented and thorough in completing work tasks.
• Must possess a valid driver’s license.

Responsibilities

• Assist with ongoing management of installer account data vital for business operations.
• Support account data management processes related to submission of new installer applications and maintenance of existing accounts.
• Manage procedures for tracking COI expirations and ensuring compliance.
• Assist with evaluating need for new installers and obtaining necessary approvals.
• Support regular audits and related communication with installers.
• Support Salesforce Field Service, including user setup, mobile app help, work orders, and basic reporting.

Skills

Communication skills

Data analytics

Salesforce experience

Organizational skills

Public speaking

Attention to detail

Education

Associate’s degree or equivalent experience

Tools

Salesforce

Google Workspace

Microsoft Office

Job description

Description

Want a fulfilling job while working for a Great Place to Work-certified company? Looking for opportunities to grow in your position and enhance your craft? Do you enjoy working with a team, where your opinions and ideas are strongly valued? Lift your life by joining Harmar Mobility, where our purpose is to lift lives within our team, among our network of dealers, and in our communities across the nation. We manufacture mobility device lifts for vehicles and accessibility products to help those with mobility difficulties enjoy their independence and continue to make meaningful memories, whether they’re at home or on the road.

Harmar Mobility is a Drug-Free Workplace and an Equal Employment Opportunity employer.

This position focuses on assisting the Director of LiftSquad with the efficient creation and maintenance of installer account data in Salesforce, ensuring compliance and seamless operations.

Duties:

1. Assist with the ongoing management of installer account data which is vital for business operations.

2. Support account data management processes related to the submission new installer applications and maintenance of existing

accounts.

3. Manage the procedures for tracking certificate of insurance (COI) expirations and ensuring compliance.

4. Assist with evaluating the need for new installers and obtaining necessary approvals.

5. Support regular audits and related communication with installers.

6. Support Salesforce Field Service, including user setup, mobile app help, work orders, and basic reporting;

Key Accountabilities:

1. Ensuring continuous compliance and process improvement.

2. Understand the documentation required for account creation, including COI and certifications.

3. Understand the importance of record-keeping and adhering to quality control procedures.

4. Support effective use of Salesforce Field Service (FSL) and related processes.

Requirements

• Associate’s degree in education, communications or technical field; or 4 years related experience and/or training; or equivalent combination of education and experience.
• 1-2 years’ experience in a customer-facing field, data analytics experience preferred.
• Experience with Salesforce or similar field service applications is preferred.
• Understand the importance of record-keeping and adhering to quality control procedures
• Strong oral and written communication skills
• Ability to present to small-medium sized groups
• High level of organizational skills
• Ability to communicate, motivate and cooperate with all levels of staff
• Knowledge of reporting tools and data analytics including trend forecasting and demand planning
• Knowledge of computer applications, including the Internet, Google platform, and Microsoft Office applications
• Ability to manage and prioritize multiple projects
• Detail oriented and thorough in completing work tasks
• Must possess a valid driver’s license