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Jordan Lambert
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Financial Analyst

Looking for an intelligent and motivated candidate who is detailed oriented and experienced in Budgeting and Forecasting.  Establishing productive relationships, attention to detail, and advanced financial modeling and analysis are essential for this position.  Being “Tech” savvy with the ability to adapt to software and systems will also be critical.

 

Essential Duties and Responsibilities include the following and other duties as assigned.

  • Financial reporting and detailed analysis of plan & forecast vs. actual.
  • Maintain budget software and update financial models on monthly basis
  • Support quarterly planning process by partnering with budget owners; providing relevant and meaningful expense trends and recommendations for forward looking budgets.
  • Review monthly GL postings to ensure expenses are posting to correct departments and accounts.
  • Assists in the development and maintenance of financial models.
  • Provide meaningful information to management through the extraction of key data while presenting results in a clear and concise manner.
  • Accomplishes Finance and organization mission by managing time and resources to ensure commitments are met.
  • Understand data sources, systems and processes with ability to detect failure and troubleshoot accordingly.
  • Identify opportunities for improvement of business processes and financial models.

Education and/or Experience

  • Bachelor’s degree in Accounting, Finance, or a related field required.
  • 3-5 years relevant experience

Qualifications/Requirements

  • Strong Microsoft Office skills required
  • Highly motivated with a bias towards action
  • Extreme attention to detail
  • Team player who quickly adapts to change in the work environment
  • Advanced financial modeling & analysis
  • Reasonable accommodations will be made for persons with disabilities.

Senior Risk and Controls Specialist

Are you passionate about completing projects, career-driven, proactive in your approach to work and life, and interested in applying these attributes in a challenging workplace? We are seeking a self-motivated, friendly team member to join our Internal Audit team. Recently reorganized, our internal audit team seeks to be a strategic partner to management, while independently reporting directly to the Board. Your supporting role will assist with Sarbanes Oxley (SOX), and add value to the team by bringing further insights to additional special projects like ERM.

If this sounds like something you would be interested in and qualified for, please apply.

Senior Risk and Controls Specialist

This position will be responsible for assisting the internal audit function, specifically for the company’s SOX program and other projects. The ideal candidate is someone with 2 – 4 years of relevant SOX and/or accounting experience. The work will include everything from planning to aggregation of results and analyzing outcomes, and ultimately communicating results to management. We’re also looking for someone who can stay abreast of industry trends and align our SOX program accordingly, and someone who can think outside the box, identify emerging areas of risk, and recommend opportunities for more effective and efficient processes. The ideal candidate will communicate with respect and a passion for team improvement.

Essential Duties and Responsibilities

include the following and other duties as assigned.

  • Manage the SOX function, plan and conduct the SOX program to assess controls, resolve audit problems that occur and develop modifications to coverage and schedule. Work through scoping and risk assessment to appropriately plan and scope the program.
  • Document new control processes, procedures, narratives and prepare flow charts as needed.
  • Ensure work papers are adequately documented and audit evidence is sufficient. Prepare accurate summary reports for leadership and the Audit Committee.
  • Advise control owners with respect to policy/procedure development and operational improvements in various committees or task forces.
  • Oversee the execution of other tasks or special projects when required by management, such as contributing to the ERM program, fraud investigation, due diligence reviews, etc.
  • Maintain a dialogue with other industry colleagues from professional audit organizations as well as other private and public companies and otherwise research to keep abreast of legislative issues, new audit regulations/trends and audit methodology in order to proactively shape internal audit practices and procedures.
  • Coordinate Internal Audit activities with those of the external auditors to ensure proper audit coverage, eliminate duplicate efforts and improve the efficiency and effectiveness of audit activities.
  • Partner with functional leadership and their staff in developing strong, professional and independent relationships to ensure a comprehensive understanding of the business to enable value added recommendations that improve efficiency and effectiveness.
  • Promote high levels of ethical awareness and conduct within the company and allocate resources towards conducting investigations of potential ethical concerns and/or conflicts of interest.

Education, Experience & Qualifications

  • Bachelor’s degree in Accounting, Finance, or a related field is required.
  • CPA or CIA designation strongly preferred.
  • Minimum of 2 years experienced required. Total of 3-4 years preferred.
  • Experience with SOX at a public company required.
    • Ability to network with colleagues easily / accomplished communicator.
  • Project management skills preferred, including the ability to lead discreet projects, track milestones, and report results.
  • Excellent analytical, problem-solving, and organizational skills with strong attention to detail.
  • Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint).

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Research and Development Administrative Assistant

This individual has the main responsibility to support R&D operations by maintaining office
systems and interacting with other departments (Marketing, Regulatory, Operations) and facilitate
appropriate flow of information. LifeVantage business is a world leader in innovative and cutting
edge products. This individual is responsible to gather, compile and create dossiers and files for
the dietary supplements and skin care products that are developed in the R&D department. This
individual is responsible for organizing and supporting the R&D group to achieve the company’s
objectives for revenue, growth, profitability, and visibility while developing and ensuring a
consistent product development roadmap in line with the company’s long-term objectives.

Essential Duties and Responsibilities include the following and other duties as assigned.

  • Supports R&D operations by maintaining office systems and interacting with other
    departments (Marketing, regulatory, Operations)
  • Builds, maintains and insures that all substantiation files, formulas developed by R&D are up
    to date
  • Maintains detailed track of all R&D activities on the R&D drive
  • Provides essential administrative support to Sr VP of R&D in all areas of business.
  • Help manages all projects in the R&D department, initiates meetings and maintains an
    updated priorities list.
  • Interacts with other department to insure flow of information
  • Create internal processes for R&D and all the interfaces with the other departments and
    external vendors as needed
  • Great communication skills
  • Team player
  • Very organized and detail oriented
  • Help answering product questions that come from productquestions@lifevantage.com
  • A Plus would be great writing skills
  • Works at Corporate events (Elite Academies and Global Convention)
    Education and/or Experience
  • The incumbent will have a high school diploma or a 2-year college degree.
  • At least 5 years of experience in an administrative position

KNOWLEDGE, SKILLS AND ABILITIES:

  • Strong internal/external communication and interpersonal skills.
  • Strong office management skills
  • Strong task management, organization and computer skills (Microsoft office Word, Excel).
  • Great people skills and willing to work in a fast-moving environment
  • Highly self-motivated
  • Self-Starter

PHYSICAL DEMANDS AND WORKING CONDITIONS:

  • Office work – computer work.
  • Occasional domestic travel.

The preceding statements describe the general job responsibilities and are not intended to be
construed as an exhaustive list of tasks and skills required of the job incumbent. This job
description may be reevaluated and/or modified at any time without notice to the incumbent.
Reasonable accommodations may be made to enable individuals with disabilities to perform the
essential functions.

Corporate Counsel – International

Essential Duties and Responsibilities include the following and other duties as assigned.

  • Manage outside counsel and coordinate with internal business units;
  • Draft or review commercial contracts, third party agreements, vendor supplier relationships;
  • Experience with international customs and tax audits and related administrative or legal proceedings;
  • Advise the business on compliance with global laws and regulations, data protection policies and privacy compliance programs and infrastructure.

Education and/or Experience

  • Law degree with admission to a state bar;
  • 5-8 years of applicable corporate experience with an emphasis on international law and expansion;
  • Experience interpreting federal and state laws, rules, and regulations affecting nationwide and international operations;
  • Experience advising on FCPA matters;

Qualifications/Skills

  • Superior writing skills
  • Strong communication and presentation skills
  • Strong International law experience
  • Ability to respond to inquiries from regulatory agencies, customers and business community
  • Experience in contract law
  • Ability to organize large amounts of information with attention to detail

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Inventory Specialist

Essential Duties and Responsibilities include the following and other duties as assigned.

  • Acquire and manage receiving packslips from Vendors.
  • Receive inventory against PO’s using ERP system.
  • Manage transfers of inventory between Vendors and/or locations.
  • Assist in preparing the month, quarter and yearly inventory reports.
  • Reports to Inventory Manager concerning cycle counted, damaged or lost inventory.

Education and/or Experience

  • Bachelor’s degree preferably in Business Management or Logistics preferred.
  • Experience in Operations with a focus in Inventory is preferred.
  • One to three years related experience and/or training, or equivalent combination of education and experience.
  • Network marketing industry experience is a plus.

Qualifications/Skills

  • Effectively communicates relevant information.
  • Resolves and/or escalates issues in a timely fashion and understands how to communicate difficult/sensitive information.
  • Identifies opportunities for improvement and makes constructive suggestions for change.
  • A proactive and decisive attitude with excellent business communication skills.
  • An aptitude to collaborate, overcome obstacles and achieve results.
  • A passion to produce timely and accurate results.
  • Excellent verbal and written communication.
  • Ability to listen to employees, vendors and/or distributors to determine their questions and/or needs.
  • Time management skills.
  • Must have ability to use Microsoft Excel, Word, and Outlook.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Tax Administrator

Essential Duties and Responsibilities

  • Assist in the preparation and filing of monthly and quarterly sales/use tax returns. Training to be provided
  • Assist in the processing (not preparation) and posting of state income tax returns, estimates, and extensions
  • Assist in mailing and printing of tax notifications, including Forms 1099-MISCs, B-Notices, T4a’s & 1042-S’s
  • Assist with recipient created tax invoices (RCTI’s) in for Australia and goods and services tax (GST) and value added tax (VAT) returns for Canada and the European Union. Training to be provided
  • Prepare check and electronic funds transfer (EFT) requests. Training on the Company’s policies and procedures provided
  • Under the direction of the Tax Manager, correspond with state tax authorities to resolve routine, non-technical tax notices and other issues
  • File and store hard and electronic copies of tax documents according to department organization procedures. Training to be provided
  • Prepare various tax payments and letters to be mailed
  • Assist to shepherd documents, contracts, and engagement letters through the Company’s contract approval process
  • Update the file-in-time (FIT) calendar for the Tax Department
  • Perform routine data entry work

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

  • Applicable education is a plus, but not required
  • Previous experience with sales/use tax or information gathering and reporting preferred, but not required.

Job Knowledge, Skills and Abilities

  • Good understanding of the Company’s back-office sales and commissions engine and other internal reporting systems
  • Knowledge of Excel and its basic functions
  • Good organization skills
  • Great Communication skills
  • Desire to learn more about taxes
  • Detail oriented
  • Good phone communication skills

Customer Service Agent

You will receive inbound phone calls in order to manage and service independent distributor and customer accounts. As a Customer Service Agent, you must be confident, outgoing and self-motivated with a strong work ethic. You must also be a team-oriented person who is open minded and willing to learn and who has the ability to function effectively in a fast-paced work environment. It is also vital for your role as a Customer Service Agent that you are articulate with excellent verbal and written communication and interpersonal skills and the ability to easily establish rapport with customers.

Essential Duties and Responsibilities include the following and other duties as assigned.

  • Answer phones and respond to customer requests. This requires a long period of time sitting in front of a computer, using phones, listening and speaking to distributors.
  • Make Distributors/PC’s their number one priority.
  • Provide customers with service and product information.
  • Identify, research, and resolve customer issues using computer system.
  • Build rapport with customers by greeting them in a courteous, friendly, and professional manner using procedures learned during new-hire training.
  • Position entails a high amount of customer and internal customer interaction over the phone. Ensure that customers understand product information, and be able to provide additional information to customers as needed.
  • Take escalation calls and agent inquiry calls as needed.
  • Listen attentively to customer needs and concerns; demonstrate empathy.
  • Prepare complete and accurate work and update customer file.
  • Communicate effectively with individuals/teams in the program to ensure high quality and timely execution of customer requests.
  • Effectively transfer misdirected customer requests to an appropriate party.
  • Act as a liaison between all outsourced agents and internal LifeVantage departments.
  • Contribute ideas on ways to resolve problems to better serve the customer and/or improve productivity.
  • Participate in activities designed to improve customer satisfaction and business performance.
  • Follow- up on customer inquiries if not resolved immediately. Extremely critical that the agent follows up and notes the account on how they have helped the distributor or up to date information on the issue. Take ownership of the phone call.
  • Research billing issues, misapplied payments, and track orders for faxes and emails to customer support.
  • Recognize, document and alert the supervisor of any trends in customer calls.
  • Recommend process improvements.
  • Read any updates or word tracks from supervisors.
  • Knowledge of outlook, excel, and internet.
  • Perform other duties as assigned by management.

Core Level Responsibilities

include the following.  Other duties may be assigned.

  • In-depth knowledge and mastery of LifeVantage commission plan and ability to understand how promotions affect commissions.
  • Create friendly and positive customer interactions.
  • Responsible for responding to emails & faxes.
  • Responsible for Product returns and refund processing.
  • Process direct deposit orders.
  • Handles orphan accounts.
  • Responsible for handling account upgrades and account creation.
  • Acts as overflow for outsourced agents.

Education and/or Experience

  • High School diploma or equivalent.
  • One to three years related customer service experience and/or training, or equivalent combination of education and experience.

Qualifications/Skills

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Strong time management, critical thinking, organizational, problem solving and analytical skills
  • Excellent verbal and written communication skills as well as a demonstrated ability to collaborate and interact with all levels of employees and leadership.
  • Attention to detail with the ability to organize and prioritize.
  • Track record of reliability, confidentiality and conscientious work habits.
  • Ability to adapt to work efficiently in a rapidly changing dynamic environment.
  • A team player that maintains a good, professional working relations with superiors, peers, subordinates and other department managers and personnel.
  • Problem Solving – Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully and formulates appropriate responses and/or recommendations for improvement.
  • Self-Starter – Takes initiative by jumping into tasks and responsibilities.  Ability to thrive with little supervision and asks for assistance when needed.
  • Positive, professional engaging and friendly attitude is a must. Needs to know when to be assertive in a professional and appropriate manner and must be willing to go the extra mile.
  • Ability to receive constructive feedback as well as provide valuable suggestions for improvement.
  • Able to read, write and communicate verbally in English. Bilingual or multilingual Spanish, Mandarin, Cantonese, Tagalog, German and/or Dutch preferred.
  • Stellar oral and written communication skills are a must.
  • Must be computer literate with the ability to learn customer service software applications.  Proficiency in Microsoft Office programs, to include but not limited to, Word, Excel & PowerPoint necessary.
  • Preferred knowledge of Network marketing.
  • Punctuality and consistent work attendance.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Customer Retention Representative

Respond to cancellation requests made by customers and distributors by resolving issues, processing orders, educating customers and distributors on the benefits of LifeVantage products and attempting to up sale additional products. Contact will be by both inbound and outbound calling. May respond to web and/or fax inquires and orders. Acts as part of a sales team and supports field sales staff. Focuses on retaining and growing an existing customer base. Will be involved in order fulfillment, post sales or administrative related activities. Performs customer database tracking activities and will carry an individual quota.

Essential Duties and Responsibilities include the following:

  • Place outbound calls to customers and distributors who have recently cancelled their accounts in an attempt to reactive their monthly auto ship orders
  • Receive inbound calls from Customers and Distributors who are requesting cancellation of their accounts and educate them on the benefits of LifeVantage products while encouraging them to continue to use
  • Take advantage of up-sell and cross-sell opportunities when talking with customers and distributors
  • Follow up on customer inquiries if not resolved immediately. Enter notes into the distributor/customer account explaining the nature of the contact. Update information on distributor/customer accounts as appropriate
  • Recommend process improvement
  • Be responsible for and respond to updates and information from supervisors
  • Actively participate in team meetings, projects, goal setting etc.
  • Understand and adhere to department attendance policy and other company and department policy and procedures
  • Understand and adhere to Quality Monitoring. Full understanding of Greetings, Closings, Voice Tone, Pace, Active Listening, Recapping, Open Ended Questioning, Product Knowledge, Policy and Procedure and Courtesy
  • Understand and adhere to KPI (Key Performance Indicators) explained by Management
  • Perform all other duties as assigned or needed by Management

Education and/or Experience

  • One to two years related sales or retention experience and/or training, or equivalent combination of education and experience
  • Customer Service/ Call Center experience preferred
  • Able to read, write and communicate verbally in English. Bilingual Spanish, Vietnamese, Cantonese, Mandarin and or Japanese preferred
  • Stellar oral and written communication skills are a must along with basic math skills
  • Must be computer literate with the ability to learn customer service/ sales software applications. Proficiency in Microsoft Office programs, to include but not limited to, Word, Excel & PowerPoint
  • Exceptional organizational skills are critical
  • Experience and knowledge of Network Marketing preferred

Please email resumes to: jobs@lifevantage.com

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