Talent Advisor Senior, Effectiveness & Metrics (SAN ANTONIO)
Business advisor job in San Antonio, TX
Why USAA?
If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As aTalent Advisor Senior, Effectiveness & Metrics, you will apply data-driven, storytelling financial acumen, and affiliate agreement management to deliver insights that link learning and talent effectiveness with organizational priorities, shaping how talent and learning investments are measured and communicated across the association. To be successful in this role, you will bring a unique blend of technical expertise and advisory leadership, as reflected in the following qualifications:
Strong capability instorytelling with data, translating metrics, trends, and ROI analyses into compelling narratives that resonate with HR and business leaders.
Ability toanalyze spend, headcount, and program costsand provide insights that inform investment decisions, trade-offs, and resource allocations.
Experience inmanaging affiliate and vendor agreements, including monitoring service delivery, tracking spend-to-contract, and ensuring compliance with agreed-upon terms.
Proven success inpartnering across Learning and Talent COEs and Financeto shape planning assumptions, validate inputs, and simplify complex information for senior stakeholders.
Demonstrated expertise insupporting financial planning and forecasting cyclesfor Talent and Learning organizations, ensuring accuracy, accountability, and alignment with talent and learning budgets.
Skilled inbuilding and maintaining reporting mechanismsthat connect financial data, program outcomes, and risk considerations into a cohesive picture.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX. Relocation assistance is available for this position.
If you are ready to lead teams to deliver impactful HR solutions, apply now!
What you'll do:
Consults with business leaders to develop and implement talent programs and solutions to address key business needs and strategies.
Participates and provides expertise on talent projects from strategy to implementation.
Develops and delivers data-driven insights and materials to support talent practices and talent deliverables.
Creates and manages programs for specific employee populations, such as military-affiliated talent, high potential talent, and any other key segments as well as critical skills for the future of the workforce.
Uses data analytics to inform leadership development talent strategies, proactively identifies skill development opportunities based on business needs, identifies trends, and measures program effectiveness (ROI).
Contributes to the management of vendor relationships and partners with USAA procurement to ensure optimal outcomes.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree required. 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
6+ years of experience in talent program and process development and implementation with a focus on talent development (e.g. coaching, mentoring, rotations, leadership development, talent pipeline planning, learning, skills management).
Knowledge of various talent management technology solutions.
Excellent communication, presentation, and interpersonal skills, particularly when working with senior executives.
Proven ability to develop and implement strategic talent management initiatives.
Uses technology, AI, and/or automation to work efficiently
Stays attuned to advancement in research and practice and applies those insights to work.
Demonstrates a structured approach to problem solving while balancing competing priorities.
What sets you apart:
Experience managing change in support of organizational or programmatic initiatives
Experience developing and managing world-class talent management programs in large, Fortune 250 organizations for large talent segments essential for achieving business goals.
Track record of infusing evidence-based solutions in a business-savvy practical way.
Knowledge of AI-based talent platforms (e.g., Eightfold, Lightcast, Percipio).
Experience or knowledge in taking a skills-based approach to talent.
Ability to influence without authority, especially across leadership and matrixed environments.
US military experience through military service or a military spouse/domestic partner.
Top Skills: Talent program expertise (program design & implementation), data analysis and interpretation, strategic program management, executive communication & presentation, and coaching & mentoring skills.
Compensation range: The salary range for this position is: $103,450 - $197,730.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on .
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. xevrcyc All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Managing Consultant - SAP Enterprise Data Managementnt - SAP Enterprise Data Management
Business advisor job in Dallas, TX
Job Title: Managing Consultant - SAP Enterprise Data Management
Duration: Fulltime (Permanent)
JOB DESCRIPTION:
Looking for USC and GC only
Candidate will be responsible for leading the design, build, testing and deployment of changed or new business processes enabled by the SAP S/4 solutions.
Participate in business workshops with key stakeholders and drive results in line with the project plan.
Provide business process solutions to meet clients' business priorities and requirements within the context of industry leading practices.
Provide contribution in project planning and execution according to objectives, specifications, schedules, and quality standards.
Develop implementation schedules, system implementation planning, and execution.
Ensure project success criteria are met.
Builds strong relationships with IT/business peers and management to best meet company goals and objectives.
Responsible for assisting on defining, designing, governing and delivering solution to meet the client requirement working closely with the client and the other business process leads.
Provide accurate estimates, timeline and ability to self-direct and mentor/manage teams and client.
Lead business workshops with key stakeholders and derive outcomes.
Mentor junior team members and be hands-on if required.
Leverage and build assets/accelerators and thought leadership.
Provide solutions and model solutions based on client's needs, priorities, and industry leading practices.
Qualifications:
Experience with global S/4HANA business transformation program delivery as a Data Lead with proven track record and a deep understanding of business values of transformation programs/objectives
Must have previous professional experience with SAP S/4HANA with knowledge of master data elements in SAP, leading practices on the data migration and data governance approaches, and hands-on experiences working as a team member. Experience managing and implementing SAP MDG implementation with hands on experience establishing a governance/management framework for organizations.
Proven ability to lead and speak of SAP Data approaches and lead workshops with clients and other business process leads
Demonstrates understanding of industry specific KPI's and benefits of S/4HANA functionality to enable the business
Ability to speak business language and translate business requirements into technical spec. Working knowledge of SAP data elements (both master and transactional), data structures, industry leading data migration tools, and approaches and understanding of integration amongst various modules
Ability to self-direct and mentor/manage consulting and client team members.
Ability to be hands on if required and mentor junior team members
Excellent interpersonal and teamwork abilities, capable of building and maintaining strong client relationships
Demonstrated experience in managing transformational initiatives.
At least three (3) full life cycle implementations as an ERP Project Manager with multi-module implementations (Finance, Sales, Production, Purchasing, Warehouse)
A minimum of eight (8) years prior transformational ERP consulting or equivalent industry experience
At least three (3) years' experience in proposal and business case development
Experience managing 5 to 10 resources
Willingness to travel up to 100% Bachelors degree or equivalent required
Business Central Functional Associate
Business advisor job in Irving, TX
Private equity-owned leading distributor of air conditioning and other high demand aftermarket components to a broad range of light-duty and heavy-duty vehicle end markets. Our company has created a unique, market leading platform in the automotive aftermarket with numerous opportunities to apply its repeatable playbook to grow both organically and through acquisition.
We are hiring a Microsoft Dynamics Business Central Functional Associate to support our corporate Information Technology department which works in partnership with our portfolio companies.
With our product portfolio, dedication to quality, entrepreneurial setting, and competitive strength, we are a great place to build a lasting career.
Position Summary:
Reporting to the Business Central Lead, the Microsoft Dynamics Business Central Functional Associate will play a major role in running daily IT operations and implementing new projects. This position is onsite and located within the corporate office in Irving, TX. This individual will work with various teams and divisions across the US & Canada to support aggressive growth and IT targets.
We are seeking an experienced Microsoft Dynamics 365 Business Central (BC) Functional Associate to join our team. The ideal candidate will provide day-to-day support for operations, with strong expertise in the Accounting and Finance modules as well as Warehouse Management Systems (WMS). This role requires a proactive professional who can ensure optimal use of the ERP system, troubleshoot issues, and support various business functions in a fast-paced environment.
This position will interact with all parts of our business. This means that you will have a huge impact on our business and be able to drive improvements/ change/ behavior across our entire org!
If you are a highly motivated and experienced Business Central Associate/Consultant, with a passion for supporting end users and enhancing current processes, we encourage you to apply for this exciting opportunity.
Desired Professional Skills and Experience:
Bachelor's degree in computer science or related field.
Minimum 3 years of experience as a Functional consultant with Microsoft Dynamics 365 Business Central (or NAV).
Previous success as a functional associate for Business Central.
In-depth knowledge of Accounting and Finance modules (GL, AP, AR, Fixed Assets, Bank Reconciliation, etc.).
Experience with Warehouse Management Systems (WMS) and warehousing functionality in Business Central (bins, picks/put-aways, shipments, etc.).
Ability to troubleshoot and resolve functional issues quickly and efficiently.
Strong understanding of business operations and cross-functional processes.
Excellent communication and documentation skills.
Experience working with end-users in a support capacity.
Experience working with on-prem Microsoft Business Central.
Responsibilities:
Provide daily operational support for users of Microsoft Business Central across all departments.
Act as the primary point of contact for issues related to accounting, finance, inventory, and warehouse processes in BC.
Configure, maintain, and optimize Business Central modules, particularly Finance, Inventory, and Warehouse Management.
Assist in system upgrades, patches, and data integrity checks.
Liaise with cross-functional teams to gather requirements and implement solutions within Business Central.
Conduct user training and create documentation as needed.
Collaborate with technical teams to translate business requirements into functional specifications.
Ensure compliance with internal controls and industry best practices in ERP operations.
Education and Experience Requirements:
Bachelor's degree in Computer Science or related field.
Minimum 3 years of experience as a Functional consultant/associate.
Experience with third-party WMS integrations.
Knowledge of manufacturing or supply chain processes is a plus.
Outside Sales - New Business Development
Business advisor job in Waco, TX
Department: Sales & Customer Service
Reports To: VP of Sales
Job Purpose:
The Key Accounts (Business Development) team drives new business growth by identifying, prospecting, and securing customers. Acting as a “hunter,” this role builds relationships with target accounts, converts competitive opportunities, and manages early-stage development until an Account Manager provides ongoing support. Success requires consultative selling-evaluating operations, identifying inefficiencies, and recommending solutions that reduce downtime, improve throughput, and increase end-user profitability. The Key Accounts Representative may stay engaged to pursue additional competitive wins.
KEY RESPONSIBILITIES
• Identify and research potential customers through market intelligence, referrals, and CRM tools (Proton).
• Prospect, cold call, and schedule discovery meetings with decision-makers at target accounts.
• Conduct needs assessments and operational reviews to understand customer processes, downtime risks, and productivity challenges.
• Recommend Richards Supply solutions and programs designed to improve efficiency, reduce costs, and drive customer profitability.
• Present Richards Supply offerings in a consultative, value-focused manner that emphasizes problem-solving and ROI.
• Develop and manage early-stage customer relationships, ensuring smooth onboarding and initial order execution.
• Transition established customers to an Account Manager (“farmer”) for long-term support while remaining engaged for competitive conversions and growth.
• Use Proton (CRM) and Profit21 (ERP) for activity tracking, quoting, pipeline management, and forecasting.
• Collaborate with Inside Sales, Inventory, and Customer Service teams to ensure high service levels for new accounts.
• Continuously monitor competitor activity and proactively pursue opportunities to displace competitors.
PERFORMANCE STANDARDS
Be On Time
• Respond promptly to new lead inquiries and customer requests.
• Execute time and territory planning to ensure on-time arrival for all meetings and appointments
• Maintain consistent weekly activity levels (calls, visits, and prospecting touchpoints).
Do It Right
• Accurately document customer interactions, opportunities, and pipeline stages in CRM.
• Conduct thorough customer evaluations and present accurate recommendations that align with Richards Supply's capabilities.
• Provide customers with accurate, timely product and program information that demonstrates operational value.
Work As One
• Partner with Account Managers to ensure seamless customer handoff and long-term satisfaction.
• Collaborate with Inventory and Purchasing to set up stock items that support new customer programs.
• Share customer feedback and operational insights with Sales Leadership and peers to strengthen team strategy.
CLEAR LINE OF SIGHT
Each role at Richards Supply supports our company goal: earning a “seat at the table” in our customers' production and planning meetings. This section explains how the Key Accounts team builds customer trust and long-term value.
• Opens doors to new customers by demonstrating responsiveness, persistence, and value.
• Builds trust early through consultative selling-evaluating operations and recommending ways to increase efficiency.
• Positions Richards Supply as a partner who delivers measurable financial impact, not just products.
• Takes ownership to deepen relationships, driving long-term loyalty and profitability.
QUALIFICATIONS
Required
• Proven experience in new business and territory development
• Strong prospecting, cold calling, and negotiation skills.
• Proficiency in CRM systems (Proton preferred) and ERP tools (Profit21 preferred).
• Excellent communication, presentation, and relationship-building skills.
• Valid driver's license and ability to travel daily within assigned territory.
Preferred
• Industrial distribution, MRO, or safety supply sales experience.
• Knowledge of Richards Supply product lines and supplier programs.
• Track record of competitive conversions and exceeding sales targets.
Physical Requirements
• Regular driving within territory and occasional overnight travel.
• Exposure to hot and cold work environments and inclement weather.
• Ability to lift up to 25 lbs. for product demonstrations or trade shows.
• Prolonged periods of standing or walking during customer visits, trade events, or facility tours.
WORK ENVIRONMENT
• Primarily field-based with daily travel to customer sites, industrial facilities, and offices.
• Regular use of laptop, CRM/ERP software, and mobile phone for communication and reporting.
• Occasional work in warehouse/industrial environments, requiring safety PPE.
• May involve travel to other Richards Supply branches or supplier locations for training and collaboration.
Identity Management Consultant
Business advisor job in Austin, TX
.
Technical Lead - Identity & Biometric Solutions
Employment Type: Contract
Travel: 15-20% annually (North America)
About the Role
We are seeking a highly experienced Technical Lead / Project Design Authority (PDA) to lead the design and delivery of advanced Identity and Biometric Solutions. This role requires end-to-end ownership of solution architecture, technical decision-making, and engineering execution across complex, high-impact projects.
You will act as the primary technical authority, collaborating closely with engineering teams, project managers, and customer stakeholders to deliver secure, high-quality, and compliant solutions.
Key Responsibilities
Technical Leadership & Architecture
Own overall solution architecture and technical design across multiple projects
Translate customer and regulatory requirements into clear technical specifications
Lead design validation activities, risk assessments, and mitigation planning
Define and govern interfaces between customer systems and internal components
Project & Engineering Execution
Drive engineering delivery across multiple work packages and teams
Review and approve technical documentation, estimates, and engineering deliverables
Track technical progress and risks, reporting status to project leadership
Support verification, integration, and quality strategies
Presales & Customer Engagement
Act as the technical lead during bids and presales activities
Validate solution feasibility against cost, schedule, security, and performance constraints
Lead customer workshops, technical discussions, and solution demos
Required Qualifications
Bachelor's degree in a relevant field or equivalent experience
8+ years of software engineering experience with proven technical leadership
Strong background in solution architecture, system integration, and secure systems
Experience leading complex, customer-facing engineering projects
Excellent communication, collaboration, and technical documentation skills
Proficiency with project tracking and collaboration tools (e.g., Jira, Confluence)
Special Requirements
Must be a U.S. Citizen or Dual Citizen
Ability to obtain post-hire regulatory clearance (CFIUS / U.S. Treasury)
Willingness to work onsite in Austin, TX and travel up to 20%
Why Join
Lead mission-critical, high-visibility projects
Work on cutting-edge identity and biometric technologies
Collaborate with experienced engineering and customer-facing teams
Long-term growth in a technically challenging environment
Interested candidates are encouraged to apply with an updated resume. or share on ************************************
Workday Certified Reporting & Prism Analytics Senior Consultant
Business advisor job in Austin, TX
Job Family:
SAAS/PAAS/Cloud Consulting
Travel Required:
Up to 10%
Clearance Required:
None
What You Will Do:
As part of our Workday Practice, you'll be part of an energized team of advisory professionals who deliver more than just technology
From initial assessments to entire transformations, you'll deliver Workday Human Capital Management (HCM) and Workday Financials solutions equipping organizations with the information they need to make better business decisions
As a Reporting & Prism Lead at Guidehouse, you will:
Be responsible for designing and developing reporting and Prism analytics strategies for our customers who are implementing Workday as a solution
Lead discovery, design, build, and support testing of Workday's Reporting requirements and Prism Analytics use cases
Lead the analytics workstreams for Workday deployments
Actively communicate with other team members on cross functional items
Communicate technical challenges and solutions to internal and client teams
Participate in an innovative, teaming culture to enabled constant innovation and improvement to process and assets
Demonstrate consultative skills
What You Will Need:
A Bachelor's degree with a MINIMUM of THREE (3) years of experience in Prism Analytics and Advanced Reporting in Workday; OR a Master's degree with a MINIMUM of ONE (1) year of experience in Prism Analytics and Advanced Reporting in Workday. Years of experience can be substituted for a degree, such as NO degree with a MINIMUM of SEVEN (7) years of experience in Prism Analytics and Advanced Reporting in Workday
Possess existing and up to date Workday certifications in Reporting and/or Prism Analytics, etc
Ability to read and write SQL queries
Up to 10% local and non-local travel balanced with a work from home and/or Guidehouse office; consultants may provide on-site support for key milestones as needed
What Would Be Nice To Have:
Ability to manage multiple projects and priorities in parallel
Familiarity with Big Data, data warehousing solutions, and business intelligence technologies
Experience in other ERP systems
Bachelor's degree in one of the following Computer Science, Data Science / Analytics, Information Systems, Statistics or Mathematics
The annual salary range for this position is $102,000.00-$170,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.
What We Offer:
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
Medical, Rx, Dental & Vision Insurance
Personal and Family Sick Time & Company Paid Holidays
Position may be eligible for a discretionary variable incentive bonus
Parental Leave and Adoption Assistance
401(k) Retirement Plan
Basic Life & Supplemental Life
Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
Short-Term & Long-Term Disability
Student Loan PayDown
Tuition Reimbursement, Personal Development & Learning Opportunities
Skills Development & Certifications
Employee Referral Program
Corporate Sponsored Events & Community Outreach
Emergency Back-Up Childcare Program
Mobility Stipend
About Guidehouse
Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.
If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties.
Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
Auto-ApplySenior Disaster Recovery Consultant - Ransomware
Business advisor job in Dallas, TX
Technology Recovery Services provides subject matter expertise and direction on complex IT disaster recovery projects/initiatives and supports IT disaster recovery technical planning, coordination and service maturity working across IT, business resilience, risk management, regulatory and compliance.
Summary of Essential Functions:
Govern disaster recovery plans and procedures for critical business applications and infrastructure.
Create, update, and publish disaster recovery related policies, procedures, and guidelines.
Ensure annual updates and validations of DR policies and procedures to maintain readiness and resilience.
Maintain upto-date knowledge of disaster recovery and business continuity best practices.
Perform regular disaster recovery testing, including simulation exercises, incident response simulations, tabletop exercises, and actual failover drills to validate procedures and identify improvements.
Train staff and educate employees on disaster recovery processes, their roles during incidents, and adherence to disaster recovery policies.
Coordinates Technology Response to Natural Disasters and Aircraft Accidents
Qualifications:
Strong knowledge of Air vault and ransomware recovery technologies
Proven ability to build, cultivate, and promote strong relationships with internal customers at all levels of the organization, as well as with Technology counterparts, business partners, and external groups
Proficiency in handling operational issues effectively and understanding escalation, communication, and crisis management
Demonstrated call control and situation management skills under fast paced, highly dynamic situations
Knowledge of basic IT and Airline Ecosystems
Understand SLA's, engagement process and urgency needed to engage teams during critical situations
Ability to understand and explain interconnected application functionality in a complex environment and share knowledge with peers
Skilled in a Customer centric attitude and the ability to focus on providing best-in-class service for customers and stakeholders
Ability to execute with a high level of operational urgency with an ability to maintain calm, and work closely with a team and stakeholders during a critical situation while using project management skills
Ability to present to C Level executives with outstanding communication skills
Ability to lead a large group up to 200 people including support, development, leaders and executives on a single call
Ability to effectively triage - be able to detect and determine symptom vs cause and capture key data from various sources, systems and people
Knowledge of business strategies and priorities
Excellent communication and stakeholder engagement skills.
Required:
3 plus years of similar
or related experience in such fields as Disaster Recovery, Business Continuity and Enterprise Operational Resilience.
Working knowledge of Disaster Recovery professional practices, including Business Impact Analysis, disaster recovery plan (DRP), redundancy and failover mechanisms DR related regulatory requirement, and Business Continuity Plan exercises and audits.
Ability to motivate, influence, and train others.
Strong analytical skills and problem-solving skills using data analysis tools including Alteryx and Tableau.
Ability to communicate technical and operational issues clearly to both technical and nontechnical audiences.
Senior RPA Consultant
Business advisor job in Southlake, TX
Infosys is seeking a Senior RPA Consultant. As a Senior RPA consultant, you will be an expert contributing to different phases of the consulting lifecycle. You will be intensely involved in business process consulting; you will define the problem, propose and create the solution. You will also play an important role in the development, configuration and deployment of the overall solution. You will guide teams on project processes, deliverables and contribute to the proposal development, client training and internal capability building and help detail the project scope. You will have the opportunity to shape value-adding consulting solutions that enable our clients to meet the changing needs of the global landscape.
Basic Qualifications
Bachelor's degree or equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education
At least 4 years of experience in Information Technology
Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time
Location for this position is Southlake, TX. This position requires relocation and/or travel to client/project location.
Preferred Qualifications
At least 5 years of experience in lead the end-to-end development and implementation of RPA solutions.
At least 5 years of experience in leading RPA products such as Pega RPA, UiPath, BluePrism, Automation Anywhere (Pega RPA is preferred) Pega CRSA certification is must or candidate needs to complete before joining the work
Experience in collaborating with business stakeholders to identify and prioritize automation opportunities.
Strong knowledge in defining and document solution architecture, technical requirements, and development standards.
Experience in overseeing and mentoring a team of RPA developers, ensuring adherence to best practices.
Understanding of conduct code reviews and ensure the quality and maintainability of deliverables.
Experience in Monitor and troubleshoot deployed Attended/Unattended bots to ensure smooth operation.
Experience in coordinating with IT and other departments to integrate RPA solutions into existing systems
Microsoft Dynamics 365 Business Central Specialist (Manufacturing & MRP)
Business advisor job in Argyle, TX
Employment Type: Full-time, Permanent
Industry: Manufacturing | ERP | Distribution
About the Role
My client is seeking an experienced Microsoft Dynamics 365 Business Central Specialist to play a key role in a major ERP implementation project. This is a hands on, on-site position where the successful candidate will act as the functional lead for Business Central - driving configuration, optimisation, and best-practice setup across manufacturing operations.
The role will involve close collaboration with production, supply chain, and operations teams to streamline planning, procurement, scheduling, and inventory processes. This is an opportunity to help shape a transformative ERP rollout from discovery through go-live and beyond.
Key Responsibilities
Lead Business Central implementation activities for manufacturing and MRP/MIP (Material Requirements Planning), ensuring alignment with business needs
Analyse operational workflows and translate them into effective Business Central configurations
Configure and support core modules including MRP, Manufacturing, BOMs, Routing, Work Orders, Inventory Management, and related planning tools
Partner with cross-functional teams across manufacturing, supply chain, finance, and operations
Manage project timelines, deliverables, documentation, and post-go-live optimisation
Support user training and ongoing system development as business needs evolve
Drive continuous improvement across planning, scheduling, and inventory processes
Qualifications
5+ years' experience with Microsoft Dynamics 365 Business Central (or NAV), including implementation and functional support
Strong manufacturing and MRP/MIP experience is essential
Deep understanding of production workflows, scheduling, supply chain planning, and inventory control
Proven project management experience across full ERP lifecycles
Excellent communication, analytical, and problem-solving skills
Bachelor's degree in Business, Supply Chain, IT, or a related field preferred
What My Client Is Looking For
A proactive, hands on ERP specialist who thrives in a fast-moving manufacturing environment
Someone who can translate complex operational requirements into practical Business Central solutions
A collaborative partner able to engage confidently with stakeholders across all levels
Why This Role?
Play a key role in a flagship ERP transformation at a growing manufacturing organisation
Work on-site with operational teams and decision-makers
Shape long-term systems, data integrity, and operational efficiency
Core Business Operations Senior Consultant, Value Creation
Business advisor job in Austin, TX
We are seeking an experienced back-office operator or consultant with deep exposure to B2B SaaS workflows-particularly in deal desk enablement, lead-to-cash (L2C) transformation, and contract lifecycle management to join Vista's Value Creation Team (VCT) in the Core Business Operations (CBO) Practice. Vista's Core Business Operations Team serves as a trusted advisor to portfolio company leaders to drive execution across strategic initiatives focused on back-office excellence, particularly in renewal process optimization, contract lifecycle improvements, and deal desk enablement. A significant focus is accelerating AI adoption in the back office including tooling research and evaluations, use case ideation, and sharing lessons learned across the portfolio. You will contribute to both pre-investment business diligence (assessing market-leading software businesses) and post-investment transformation (working directly with portfolio leaders to unlock enterprise value).
This role is based in Austin, TX or remote locations and is available for an immediate start.
Responsibilities
As a Senior Consultant on the team, you will:
Work closely with VCT colleagues, investment team members, and portfolio company executives to build and execute on value creation plans, including implementation of Vista's CBO best practices.
Support Vista's investment teams in conducting business diligence.
Develop insights and recommendations on Revenue Quality maturity, efficiency, and improvement opportunities.
Evaluate and implement deal desk policies in Salesforce or other CRM systems.
Conduct contract analysis using AI tools and translate findings into renewal, pricing, and risk strategies.
Manage workstreams, coordinate stakeholders, and ensure timely, high-quality deliverables.
Contribute to continuous improvement of Vista's value creation methodologies and best practices.
Qualifications
4-6 years of professional experience in management consulting or B2B SaaS environments-ideally in RevOps, LegalOps, or L2C-related operations.
Experience with commercial due diligence a plus (but not required).
Demonstrates the ability to foster teamwork while working on projects and ability to work independently with little supervision when needed.
Strong analytical skills, with the ability to interpret data and translate insights into clear, actionable strategies.
Demonstrated ability to execute in a fast-paced, dynamic environment with multiple engagements and shifting priorities.
Exceptional communication and interpersonal skills, capable of influencing and building consensus among diverse stakeholders.
Business acumen and familiarity with B2B SaaS lead to cash and back-office processes.
High emotional intelligence, adaptability, and intellectual curiosity.
Experience with Salesforce or CLM tools strongly preferred.
Familiarity with AI tools (e.g., ChatGPT, Claude).
Willingness to travel up to 25% of time.
The annualized base pay range for this role is expected to be between $130,000 - $150,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.
Company Overview
Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. The focus of Vista's Value Creation Team is to accelerate the corporate maturity of its companies - building software businesses that excel in product superiority and operational efficiency. Their collective counsel and resources allow companies to unlock opportunity, scale their business and grow sustainably to deliver value to all stakeholders. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn @Vista Equity Partners or X @Vista_Equity.
Auto-ApplyBusiness Messaging Specialist
Business advisor job in Austin, TX
Meta is seeking an exceptional individual to serve as a Business Messaging Specialist, for our strategic clients in the United States. If you are a highly motivated team player who has experience in sales, product solutions, driving and measuring customer success, has a bias for action and rolling up your sleeves to get things done, and wants to unlock the potential of WhatsApp to serve millions of businesses, we would be excited to hear from you.This role will primarily focus in growing our WhatsApp Business Platform, which serves mid and large-sized clients in the US. The ideal candidate will have extensive Enterprise sales experience, preferably in driving growth and consumption for SaaS solutions, especially in a revenue-oriented role. The role requires both building and delivering success with our key clients, by providing the right solutions based on business needs, joint planning, and driving execution through internal cross functional teams and external partners. The candidate will possess proven skills around Sales, Solutioning, and Customer Success, and can effectively influence and communicate with top levels of management. The candidate will thrive in a team-oriented environment, working with the Product, Business Development, Marketing, Operations and Engineering teams to develop new ways we can improve the Business Messaging experience.
Minimum Qualifications
* 8+ years of enterprise sales and business experience
* Possess executive maturity, presence and experience in building trust with decision makers and articulating business value to key decision makers
* Experience in leading and driving the entire sales cycle, orchestrating cross-functional teams where necessary, leveraging repeatable offerings that maximize revenue and increase client satisfaction
* Analytical and problem-solving experience with large-scale systems
* Experience operating autonomously across multiple teams, demonstrated critical thinking, and thought leadership
* Bachelor's degree
* Experience with performance measurement in SaaS/CPaaS, CRM, or Marketing Technology
Responsibilities
* Develop a comprehensive understanding of clients' business objectives and offer solutions on WhatsApp Business as a platform. Leverage platform potential as well as engaging partners to build additional solutions as relevant
* Demonstrate thought leadership and develop strategic client plans to drive growth against goals, including by reviewing forecasts, assessing and mitigating risks, and removing blockers
* Develop and present compelling value propositions, business cases, along with commercial structure, for clients to drive measurable outcomes
* Build client relationships and trust with high level decision makers across business, technical, customer experience, marketing, and other relevant stakeholders, to gain mindshare on WhatsApp as a platform that can help drive measurable business results. Act as a trusted advisor to help the clients transform their business
* Engage relevant support and engineering teams to address issues, determine the root cause of problems, remove blockers, and improve overall experience
* Work with cross-functional teams to develop strategies to scale client-facing activities. Help build global playbooks/guides on best practices around product implementation and solutions success based on Client learnings
* Actively seek client feedback (both formal and informal) and understand the drivers of satisfaction and/or dissatisfaction. Effectively communicate the feedback internally to identify feature gaps and improvement opportunities
About Meta
Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics.
Equal Employment Opportunity
Meta is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. You may view our Equal Employment Opportunity notice here.
Meta is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, fill out the Accommodations request form.
Area Business Specialist, Endocrinology (Rare Disease) - Austin
Business advisor job in Tye, TX
Achieve territory sales goals by promoting products and services to physicians and other medical personnel within assigned geography. Educate customers on the appropriate use, characteristics, and approved indications of products. Professionally represent the company and ensure high levels of visibility and customer service in territory. Maintain effective communication and relationships with key external and internal customers.
Responsibilities
* Effectively promote and educate specialty physicians on the appropriate use of rare disease products through one-on-one meetings and group presentations, company-approved promotional speaker programs and other company-approved means.
* Responsible for achieving both territory product sales goals and territory sales activity goals through company defined metrics.
* Ensure high performance levels of call and field productivity. Meet territory product sales goals while adhering to all defined ethical sales practices, compliance guidelines and required promotional regulations
* Execute company-approved Product Marketing plans and territory/regional business plan activities
* Support targeted customers and accounts using company-approved resources, sales materials and promotional activities/programs/initiatives as identified by Sales Leadership
* Appropriately managing/maintaining all company equipment and company-approved promotional materials (e.g., sales materials, company literature, product samples, etc.) according to defined company compliance guidelines
* Ensure optimum territory sales strategy execution using territory business plans, regional business plans and all appropriate sales reports
* Communicate cross-functionally to gather knowledge of best practices from peers within the organization.
* Attend all company-sponsored sales and medical related meetings as directed by company management.
* Actively pursue continuous learning and professional sales development on effective sales/communication techniques and product/therapeutic area knowledge.
Qualifications
* BA/BS required
* 5-7+ years of successful pharmaceutical sales experience required. Previous experience in competitive markets preferred
* Proven record of sustained high sales performance and achievement (Top 10%, National Awards)
* 2+ years of experience promoting rare competitive disease products strongly preferred
* A valid, US State-issued driver's license is required
* Launch experience or start-up experience is a plus
* Experience working with Endocrinologists preferred
* Deep understanding of all stakeholders in an office and ability to support them in getting a patient started on therapy within guardrails established by the company
* Demonstrated ability to both build relationships within existing accounts as well as proactively find new accounts
* Previous experience working with specialty pharmacies and internal patient support roles preferred
* Experience navigating managed care and rare disease products preferred
* At Xeris, performance consists of both results and behaviors. Behavioral competencies include: Leadership skills, Teamwork & Collaboration, Attention to Detail, Self-Starter, Problem Solving, Organizational skills, Adaptability, Professionalism, Written and Verbal Communications, Adherence to compliance policies and processes, Analytical skills, Multi-Tasking skills, Decision-making skills, Accountability, Inquisitive
* Working Conditions: Position may require periodic evening and weekend work, as necessary to fulfill obligations. Periodic overnight travel. Position requires vehicle travel, as necessary. Travel approximately 70%.
The level of the position will be determined based on the selected candidate's qualifications and experience.
#LI-REMOTE
As an equal employment opportunity and affirmative action employer, Xeris Pharmaceuticals, Inc. does not discriminate on the basis of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, genetics or any other characteristic protected by law. It is our intention that all qualified applications are given equal opportunity and that selection decisions be based on job-related factors.
The anticipated base salary range for this position is $110,000 to $190,000. Final determination of base salary offered will depend on several factors relevant to the position, including but not limited to candidate skills, experience, education, market location, and business need. This role will include eligibility for commission and equity. The total compensation package will also include additional elements such as multiple paid time off benefits, various health insurance options, retirement benefits and more. Details about these and other offerings will be provided at the time a conditional offer of employment is made. Candidates are always welcome to inquire about our compensation and benefits package during the interview process.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Auto-ApplyPeople Practices Business Partner - Abilene, TX
Business advisor job in Abilene, TX
*This role is located on a Large Project Site
The People Practices (PP) Business Partner is considered to be a trusted confidant for an organizational Leadership Team of a Business Unit (BU), Corporate Service Integrated Workgroup, and/or Entity as well as the respective organization's Coaches and Team Leaders. This PP Leader is the Coach to the PP Business Partner, with the respective Business Leader as the Additional Coach. This role acts as a business partner to the leadership of the organization with primary responsibility and leadership focused on the successful execution of DPR people strategies inclusive of the employee value proposition, employee relations, workforce strategy, leadership and team effectiveness, change management, and employee experiences especially regarding inclusion and a sense of belonging. This role is responsible for the entire workforce (both admin and craft) within the respective organizational unit (e.g., BU, Entity, Workgroup).
Key Responsibilities:
• Lead and drive employee engagement experiences, organization effectiveness initiatives, advanced compensation, workforce strategy/planning (recruitment, retention, development, succession) and change management efforts for the business served.
• Assist in the execution and updating of the organization's strategy for culture and engagement.
• Execute succession planning, career development and performance management to support business outcomes and career progression.
• Partner with Leaders to ensure great employee experiences with a primary leadership focus on fairness & inclusion and proactively address any DEI gaps and opportunities within the employee lifecycle.
• Implement teaming strategies to promote healthy teams; build capability within operations and upskill PP Advisors to assist.
• Consult and provide guidance on employee relations with Coaches from discovery conversations through performance documentation in partnership with the Workplace Services team.
• Serve as a bridge between the Centers of Excellence, People Operations, and Strategic Initiatives teams to drive consistency in practices, policies, and process improvements.
• Responsible for coaching and professional development of local PP Advisor(s).
• Utilize PP metrics to achieve data-driven decision making, support business results, and improve operational efficiency.
• Facilitate inclusive talent management initiatives that support the attraction, mentorship, retention, and advancement of both admin and craft employees.
• Serve as an advocate and champion for People Practices programs as well as organizational values and culture.
• Collaborate with the Centers of Excellence and People Operations to develop, influence, and curate the people strategy with the business leadership team.
• Coordinate and partner with staffing leads for both admin and craft and promote inclusive hiring practices.
• Primary organizational advocate of Employee Resource Groups (ERGs) and other key employee groups and events to foster an inclusive work environment and belonging.
• Ability to travel to jobsites within the business unit or entity. Occasional overnight travel to attend national team summits or peer group meetings or to continue building relationships with other People Practices teams.
Education and Experience:
• Bachelor's degree in human resources, organizational development, business administration, or equivalent experience.
• Master's degree preferred.
• Working knowledge of multiple human resource disciplines, including compensation, employee and union relations, performance management, regulatory environments, talent acquisition, and talent development.
• 7-10+ years of related experience, or equivalent training.
• Construction industry experience is a plus.
• 3 years of managerial or leadership experience preferred.
• Experience with consulting, organizational design, organizational effectiveness, leadership development, change management, and analytics preferred.
Certifications:
• Human resources or talent management certification preferred (e.g., SHRM-S/CP, Organizational Effectiveness, Talent Management, DEI, HRBP).
Work Environment:
• Inside - standard office environment (Constantly, 67%-100%)
Physical Activity:
• Hearing - Constantly, 67%-100%
• Repetitive Motions - Frequently, 34%-66%
• Sitting - Frequently, 34%-66%
• Talking - Frequently, 34%-66%
• Vision - Constantly, 67%-100%
Anticipated starting pay range: $107,000.00-$179,000.00.
DPR Construction is a forward-thinking, self-performing general contractor specializing in technically complex and sustainable projects for the advanced technology, life sciences, healthcare, higher education and commercial markets. Founded in 1990, DPR is a great story of entrepreneurial success as a private, employee-owned company that has grown into a multi-billion-dollar family of companies with offices around the world.
Working at DPR, you'll have the chance to try new things, explore unique paths and shape your future. Here, we build opportunity together-by harnessing our talents, enabling curiosity and pursuing our collective ambition to make the best ideas happen. We are proud to be recognized as a great place to work by our talented teammates and leading news organizations like U.S. News and World Report, Forbes, Fast Company and Newsweek.
Explore our open opportunities at ********************
Auto-ApplyHospice Business Devel Specialist
Business advisor job in Austin, TX
Job Details AUSTIN, TXDescription
GENERAL PURPOSE:
The Business Development Specialist (BDS) is responsible for assisting in planning, developing, and implementing the agency marketing programs, which includes community education, non-remunerative solicitation of patients and/or patronage, and advertising. The business development specialist is responsible to the Regional Director of Business Development.
QUALIFICATIONS:
Bachelor's degree in marketing preferred, high school or equivalent required with business development experience.
At least one (1) year marketing or administrative experience in a health care setting.
Knowledge of home health care services and managed care plans.
Basic computer skills.
Excellent speaking and writing ability.
ESSENTIAL JOB FUNCTIONS:
Plans, develops, and implements marketing plan, upon approval of the Regional Director of Business Development.
Plans and conducts community awareness activities which inform physicians, health care workers, and patients (current and prospective) of agency programs and capabilities.
Conducts non-remunerative efforts to obtain new referrals from physicians, and hospital discharge planners.
Prepares community relation activity reports as directed by the Regional Director of Business Development.
Performs pre-discharge hospital assessments, coordinates required treatment plan of care.
Designs agency information and marketing literature and tools for use in the marketing program.
Coordinates media exposure of the agency to include public service announcements, and advertisements. Assists in the promotion of disease management programs.
Attends community business functions to gain exposure for the agency.
Sets and meets job related goals.
Identifies self-learning needs and utilizes educational programs to assist in learning.
Contributes to and participates in team and individual efforts to improve the quality of service.
Assists with health plan contracting activities.
Speaks effectively before groups of customers and employees of the organization.
Complies with Agency policies on attendance/punctuality.
Perform other duties, as assigned.
The above statements are only meant to be a representative summary of the major duties and responsibilities performed by incumbents of this job. The incumbents may be requested to perform job related tasks other than those stated in this description.
Oncology (Genitourinary) Business Specialist - Austin North, TX
Business advisor job in Austin, TX
Oncology (Genitourinary) Business Specialist - Austin, TX
Astellas is announcing an Oncology (Genitourinary) Business Specialist opportunity in the Austin, TX area. Territory includes but is not limited to: Austin, Killeen, and Waco.
PURPOSE AND SCOPE:
To ensure the achievement of sales goals in territory by promoting Astellas oncology products and services to physicians and other medical personnel within assigned geography. Educate customers on characteristics, advantages, indicated treatment and all other developments related to promoted products. Professionally represent Astellas in the field and ensure high levels of visibility and customer satisfaction in territory. Maintain effective communication and relationships with key external and internal customers.
Flexible pay grade level, based on candidate background and skillset
ESSENTIAL JOB RESPONSIBILITIES:
Call on targeted physicians and oncology centers to promote and educate on the use of Astellas products through one-on-one meetings and presentations, professional education programs and other appropriate means. Responsible for ensuring high levels of call and field productivity; expected to meet call plan expectations, with 5 days in the field each week, supported by office time needed for call planning and follow-up, preparing presentations, making appointments, etc.
Develop Sales plans and business territory plan activities to support customers using company resources and promotional activities as identified by Oncology Regional Business Manager (ORBM)
Utilize clinical knowledge to influence prescribing habits
Coordinate promotional efforts with peers across franchises
Achieve quarterly sales goals within territory while adhering to all ethical sales practices and required regulations
Deliver the highest level of clinical and technical value, helping the healthcare customer meet their unique patient care needs, while operating at all times within regulatory guidelines
Ensure optimum strategy development using territory business plan
Responsible for accurately reporting sales activities, testing, territory expenses and submitting written reports as necessary by the deadline set forth and defined by Oncology Regional Business Manager
Appropriately manage and maintain all company equipment and promotional materials (company literature, materials, etc.) according to necessary company guidelines
Attend all company-sponsored sales and medical meetings as directed by company management (POA's, National Sales Meetings, Regional and Local Conventions, etc.)
Continuous learning on efficient sales and communication techniques and product / therapeutic area training
Additional responsibilities as necessary
QUANTITATIVE DIMENSIONS:
Direct impact on obtaining sales attainment
Maintain adequate call coverage at National Level
Deployment of promotional resources at National Level
ORGANIZATIONAL CONTEXT:
Reports to Oncology Regional Business Manager (ORBM)
No Direct Reports
Business Coordinator
Business advisor job in Abilene, TX
Performs coordinative work in the business or administrative operation of a specific department or college. Responsibilities involve the coordination and supervision of the various functions and aspects of a department as well as the monitoring operational procedures. Work is performed under general supervision with evaluation based on results obtained. May supervise staff or student assistants.
Run reports, calculates data, communicates with unit FHA's. Compiles data into excel workbook.
Receives, maintains, and distributes appropriate QI report to governing agencies, conducts monthly, meetings, records, maintains, and distributes meeting minutes, monitors quality Indicators; formulates corrective actions plans.
Provides feedback via written, email, verbal, or telephonic response as needed to facilitate effective communication of information.
Ensures monthly reports are uploaded to Share point. Monitors administrative meeting minutes in Shared drive.
Participates in the overall goals of the Managed Care team.
Support the goal of the unit by attending meetings.
Bachelor's degree plus two (2) years related experience; OR a combination of education and/or progressively responsible related experience to equal six (6) years.
D365 Business Central - ERP Specialist
Business advisor job in Houston, TX
Job Description
D365 Business Central - ERP Specialist
Join a global manufacturing company's ERP team supporting their US operations from Houston, Texas, Wisconsin, Connecticut, Toronto or Montreal. You'll be part of a well-established global IT organization implementing Business Central across 88+ entities in 27 countries and supporting the users to get most out of their brand new solution by training and optimizing.
Start Date: ASAP (goal to have someone onboard by January) Location: Houston, TX (Hybrid - 1-2 days/week onsite preferred)
Key Requirements
Minimum 3 years' hands-on Business Central (BC) platform experience.
Strong understanding of manufacturing, inventory and warehousing business processes.
Experience with master data management, process optimization, and system configuration.
Knowledge of security filters and permission sets within BC.
Strong analytical skills to evaluate third-party integrations.
Excellent communication and collaboration skills - this role requires patience and customer service mindset.
Must be comfortable starting workday at 7:00 AM to align with European team overlap.
Compensation & Benefits
Salary Range: $95,000 - $110,000 base.
Competitive benefits package including health, dental, vision, and 401(k) with 5% company match.
Flexible hybrid work schedule.
Why This Role Stands Out
Be part of a rapidly growing global IT organization (grown from 3 to 36 people in recent years).
Not a revolving door environment - this is a company that values and retains talent.
Zero turnover in the IT department - people stay because of the culture.
Strong European-influenced benefits package uncommon in the US.
Work on meaningful global implementations with real business impact.
Interested to find out more? Hit the Apply button or email ********************* for a confidential chat.
Who is The Good Talent?
The Good Talent is a Microsoft Dynamics specialized Recruitment and Staffing agency in North America.
Our website: TheGoodTalent.co
Listen to our Dynamics Compass Podcast where we interview industry experts
Follow our LinkedIn page to stay across our latest opportunities: ****************************************************
ERM Business Specialist
Business advisor job in Webster, TX
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
The ERM Business Analyst plays an essential role in supporting the Enterprise Risk functions in safeguarding the financial interests of our credit union and its members. This position is responsible for delivering administrative, analytical, and operational support for fraud detection and prevention processes and for key risk programs, including resilience management, risk measurement and reporting, risk mitigation and assessment, corporate insurance, corporate governance, and third-party risk management.
Principle Duties and Responsibilities
Works with purpose and is driven to provide the best team member experience.
Willingness and ability to exhibit Wellby Core Values every day.
Maintain the highest levels of integrity and professionalism.
Maintain all business affairs of both internal and external members confidentially.
Ensure continuous alignment between technological solutions settings, departmental processes, policies, procedures, and other governing documents.
Monitors communication channels such as email inboxes and HubSpot and ensures business unit inquiries are resolved in alignment with established guidelines and Service Level Agreements (SLAs).
Supports the collection and analysis of data for potential business efficiencies and identifies specific business opportunities or threats.
Assists with gathering, organizing, and validating data for risk dashboards, Key Risk Indicators (KRIs), Key Performance Indicators (KPIs), and other risk measurement and reporting outputs.
Supports the coordination, tracking, and documentation of resilience testing, exercises, and corrective action items.
Assists with gathering, organizing, and validating data for risk dashboards, Key Risk Indicators (KRIs), Key Performance Indicators and other risk measurement and reporting outputs.
Supports the maintenance of risk registers and tracking tools for open issues, action plans, and mitigation activities.
Helps document risk assessments, control evaluations, and remediation progress in accordance with established procedures and timelines.
Provides administrative support for the corporate insurance program, including tracking policy information, endorsements, certificates of insurance, and renewal documentation.
Compiles data and documentation needed for applications, renewals, and broker or carrier requests.
Track incidents and claim-related documentation to support timely reporting and resolution.
Creates and maintains process maps to document workflows and identify areas for improvement.
Provides administrative support for department initiatives, meetings, and projects, including scheduling, agendas, minutes, and follow-up items.
Supports coordination of follow-up with internal stakeholders and vendors to ensure timely completion of required documents and risk-mitigation actions.
Performs related duties and special requests as assigned, including representation on credit union project teams.
Complete all required, ongoing enterprise-level training, including, but not limited to, BSA, OFAC, Privacy.
Performs other duties as assigned.
Knowledge, Skills, and Abilities (KSA)
Knowledge of Wellby's organizational functions and general operating policies and procedures.
Knowledge of the regulations which govern financial institutions.
Knowledge of federal, state, and local policies, laws, and regulations pertaining to investigating fraud.
Knowledge of human behavior and performance.
Knowledge of general office procedures and practices, business English, spelling, punctuation, and arithmetic.
Knowledge of risk management concepts, including risk identification, assessment, mitigation, and monitoring.
Knowledge of business continuity/resilience, vendor risk management, and corporate insurance concepts preferred.
Skilled in Microsoft Office Suite (e.g., Excel, PowerPoint, Word)
Skilled in operating computer equipment and general machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices.
Ability to document complex processes both verbally and visually using Lucidchart.
Ability to provide excellent member service while handling inquiries.
Ability to identify discrepancies and problems.
Ability to effectively communicate to convey information and ideas clearly and accurately to team members and external partners.
Ability to multi-task, maintain accuracy, and meet deadlines in a fast-paced, high-volume environment.
Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
Ability to communicate clearly and concisely, orally and in writing.
Ability to coordinate several concurrent activities simultaneously and adapt to changing priorities across multiple risk and fraud-related programs.
Supervisory Responsibilities
This role does not have supervisory responsibilities.
Complexity & Scope of Work
The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.
The team member performs routine and generally related tasks without supervisory direction.
Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
Courses of action are determined by established procedures and/or their leader.
The team member's work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.
The team member uses independent judgment in making decisions.
Physical Demands & Work Environment
The physical demands and work environment characteristics described here represent those that must be met by a team member to perform the essential functions of this position successfully. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings.
The team member must be able to exchange information in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.
The ability to observe details at close range (within a few feet of the observer).
Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.
The noise level in the work environment is usually moderate.
Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.
Minimum Qualifications
Associate's degree required
Minimum of two (2) years of experience in a financial institution. One year of relevant experience may be substituted for one year of required education.
Familiarity with regulations that govern financial institutions, preferably credit unions
Bank Secrecy Act Compliance Specialist (BCACS) or Certified Anti-Money Laundering Specialist (CAMS) preferred.
Bondable
For All Candidates
This is a Full-Time, Salary (exempt) role.
Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.
Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email *************************** or call ************ for assistance.
Disclaimer
The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.
Auto-ApplyBusiness Dev Specialist I or II - Houston, TX
Business advisor job in Houston, TX
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps.
Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.
PLEASE NOTE: This position can be filled at either the Business Development Specialist I or II level - please see below for position compensation, details, and requirements.
BDS I expected salary range of $55,250 to $65,000, varies based on experience, along with comprehensive benefits package that includes bonus and 401(k).
BDS II expected salary range of $57,800 to $68,000, varies based on experience, along with comprehensive benefits package that includes bonus and 401(k).
Constellation is seeking candidates who are within a commutable distance of offices in Boston, Baltimore, Houston, Kennett Square, or Chicago for in-person meetings or events.
BDS I - PRIMARY PURPOSE OF POSITION
The Business Development Specialist I is responsible for owning the accuracy and integrity of customer and account data in Customer Relationship Management (CRM) system and providing technical support to the sales and account management team. This role is also the liaison and point of contact with other functional groups for pre-deal related issues in the sales cycle.
BDS II - PRIMARY PURPOSE OF POSITION
The Business Development Specialist II is responsible for owning the accuracy and integrity of customer and account data in Customer Relationship Management (CRM) system and providing advanced technical support to the sales and account management team. This role is also the liaison and primary point of contact with other functional groups for pre-deal related issues in the sales cycle.
BDS I - PRIMARY DUTIES AND ACCOUNTABILITIES
Data Entry and Maintenance. Creates opportunities, offers, and various pricing scenarios to support transactions. Owns accuracy and integrity of customer data in Customer Relationship Management (CRM) system. Maintains data accuracy on any changes in customer data (ownership changes for example). Responsible for establishing and maintaining account hierarchy within the system of record; Familiar with non-standard requests.
Utility Knowledge. Provides data and technical support to Business Development Managers and Account Managers with a proficient understanding of regional utility requirements.
Communication. Receives and responds to Request for Proposals (RFP's) primarily by email. Liaison between Sales and other functional groups throughout the data validation process and contract execution. Can coordinate with the pricing and legal teams on non-standard requests as needed.
Process Improvements. Assists with ad hoc requests for process improvements, such as assisting in cleanup projects, new hire training, development of process efficiencies, and system testing.
Travel required as necessary to meet business needs.
In-person attendance for trainings, team meetings, and other moments that matter.
BDS II - PRIMARY DUTIES AND ACCOUNTABILITIES
Utility, Market, Lead Source, Product Knowledge. Independently determines appropriate delivery point and rate class. Collaborates on appropriate product, and margins when creating opportunities and offers to support transactions. Understands requirements in at least two utilities/iso's and the impact to the customer, channel partner, and organization of selections made during set up and pricing based on utility, market, lead source, and product. Demonstrates strong knowledge of managing non-standard requests and leads coordination with the pricing and legal teams as needed.
Communication External and Internal. Clearly and professionally communicates, in writing and verbally, with external parties (e.g. customers, prospects, and channel partners) and internally with sales, team members and other functions. Interacts directly with prospects, customers, channel partners, sales, and other internal functions to ensure the accuracy and integrity of customer data in Customer Relationship Management (CRM) system. Sends pricing and contracts directly to channel partners and customers
Data Analytics and Management. Evaluates current and historic account information, lead source, market, and product to ensure that we create the best account structure and present the best options. Provides strong data and technical support to Business Development Managers, Account Managers, and external customers with an advanced understanding of regional utility requirements and account structures. Owns and maintains data accuracy in CRM, including any complex changes in customer data (e.g. ownership changes, splits, and name changes). Establishes and maintains account hierarchy within the system of record; creates various pricing scenarios to support transactions.
Process Improvements. Exhibits strong knowledge of systems to advocate for and participate in process improvement efforts. This may include cleanup projects, new hire training, development of process efficiencies and system enhancements, and any required ongoing testing.
Team Lead. Serve as internal resource to team and initial escalation point to resolve challenges throughout the data validation process and work through system sync issues. Liaison between Sales, internal functional groups, and customers/channel partners to ensure open communication and coordination throughout the data validation process and contract execution.
Travel required as necessary to meet business needs.
In-person attendance for trainings, team meetings, and other moments that matter.
Additional Qualifications/Responsibilities
MINIMUM REQUIREMENTS
BDS I - MINIMUM QUALIFICATIONS
Highly proficient in Word, Excel, PowerPoint, and Outlook
Exceptional written and oral communication skills to function in a team environment and to maintain rapport with employees and customers.
Strong analytical skills, attention to detail, problem-solving, and independent decision-making.
Ability to effectively build and maintain relationships with internal customers
Flexibility on the job and the ability to work under multiple, daily deadlines.
Ability to maintain confidentiality of all information always
BDS II - MINIMUM QUALIFICATIONS
Highly proficient in Word, Excel, PowerPoint, and Outlook
Exceptional written and oral communication skills to function in a team environment and to maintain rapport with employees and customers.
Strong analytical skills, attention to detail, problem-solving, and independent decision-making.
Ability to effectively build and maintain relationships with internal customers
Flexibility on the job and the ability to work under multiple, daily deadlines.
Ability to maintain confidentiality of all information always
BDS I/II PREFERRED QUALIFICATIONS
Direct customer service experience
Bachelor's Degree
Business Specialist III - 226 Days
Business advisor job in Keller, TX
Job Title: Specialist Wage/Hour Status: Non-Exempt Job Role: Business III Funding Source: Local Pay Grade: PR 8 Department/School: Facility Services Function: Business Reports to: Executive Director of Facility Services HR Date Approved: May 2021 HR Date Revised: April 2024
SUMMARY:
Work under minimum supervision to provide advanced clerical services to the Executive Director of Facility Services. Handle confidential information and engage in frequent contact with all levels of District employees, outside agencies, and the general public.
Provide support for daily Facility Services operations. Handle routine Facility Services inquiries and provide responsive and knowledgeable assistance to employees. Receives, processes, and maintains files and records for administrative applicants and employees of the District.
The essential functions, pursuant to the Americans with Disabilities Act, may include the characteristic duties and responsibilities noted herein, however, this list represents examples only, and is not a comprehensive listing of all functions and tasks performed by positions found in this job description.
* Model KISD core organizational beliefs and values; perform duties effectively and efficiently for the purpose of supporting and contributing to high student achievement.
* Provide program support and service delivery; communicate effectively within and across teams and participate in cross-functional work groups.
* Maintain a commitment to the District mission; model District expectations through personal leadership and actively support the efforts of others to achieve District goals.
MAJOR RESPONSIBILITIES AND DUTIES
Facility Services Support
* Provide administrative and secretarial support to the Executive Director of Facility Services.
* Handle routine inquiries to ensure a high level of service and responsive, knowledgeable support for employees and their supervisors.
* Schedule meetings and conference rooms and prepare agendas as requested; attend meetings as assigned for the purpose of taking minutes and gathering information required to perform functions.
* Process personnel time records including leave requests and reports; compile, review, and verify time records and calendars for department.
* Maintain physical and computerized departmental documents, files, and records for the purpose of providing up-to-date reference and audit trail for compliance.
* Answer incoming calls, take reliable messages, and route to appropriate staff.
* Serve as liaison with internal and external parties; respond to public concerns and complaints; provide information and direction and facilitate communication among parties to resolve issues.
* Maintain a schedule of meetings and appointments for the assigned function lead.
* Maintain inventories of departmental supplies and materials; order supplies as needed.
* Work on special assignments, projects, and programs as directed.
* Coordinate departmental activities as directed.
Accounting
* Perform routine bookkeeping tasks and maintain department budget records.
* Prepare and process department purchase orders and payment authorizations.
* Maintain annual budgets and balancing the expenditure budget, maintain budget forecasting as it relates to the department for the District.
* Assist with development and maintain annual budgets and balance the expenditure budget as it relates to the department projects and expenditures.
* Maintain financial data reporting and forecasting to other departments as it relates to the department expenditures.
* Prepare travel and hotel arrangements following established guidelines and process expense receipts for reimbursement.
* Perform cost accounting activities, bank reconciliation, or accounting for grant expenditures.
* Review and verify accuracy of journal entries, accounting methods, and procedures.
Reports and Correspondence
* Prepare items for board meetings; compile, review, and edit department items for inclusion in board packet.
* Prepare required federal, state, and local reports; prepare correspondence, forms, manuals, schedules, and contracts as assigned; copy and distribute reports, documents, and information as required.
* Create and deploy district level processes and procedures for effectiveness and efficiency in the function.
* Prepare correspondence, forms, and reports according to District standards and requirements.
* Receive, prioritize, and reroute incoming mail and other documents; prepare outgoing mail.
Policy, Reports, and Law
* Maintain confidentiality.
* Develop and maintain systems for retrieval of information in support of all programs; compile, maintain, file, and secure all physical and computerized reports, records, and other required documents.
* Pursue Professional Development activities for self and assigned staff; ensure that Professional Development activities are aligned with District goals and initiatives and current professional research.
* Comply with all policies, operating procedures, legal requirements, and verbal and written directives.
* Comply with the Professional Code of Ethics and Standard Practices for Texas Educators.
* Follow District safety protocols and emergency procedures.
* Perform other related duties as assigned.
QUALIFICATIONS:
Education/Certification:
* High School Diploma or equivalent
* Associates Degree (preferred)
Experience:
* Three (3) years or more advanced clerical experience with extensive customer service
SPECIAL KNOWLEGDGE/SKILLS/ABILITIES:
* Knowledge of school district organization, operations, and administrative policies
* Ability to read and comprehend instructions, correspondence, and memos
* Ability to make independent decisions regarding planning, organizing, and scheduling
* Excellent public relations, organization, communication, and interpersonal skills
* Ability to use software to develop spreadsheets, perform data analysis, and do word processing
* Ability to multi-task numerous complex administrative activities
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SUPERVISORY RESPONSIBILITES:
* None
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MENTAL/PHYSICAL DEMANDS AND ENVIRONMENTAL FACTORS:
Tools/Equipment Used:
* Standard office equipment including personal computer and peripherals
Posture:
* Prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting
Motion:
* Repetitive hand motions, frequent keyboarding and use of mouse; occasional reaching
Lifting:
* Occasional light to moderate lifting and carrying (less than 44 pounds)
Environment:
* Work to be completed on-site from assigned school or building; regular exposure to noise and computer monitors
* No remote work
* Occasional districtwide travel
Mental Demands:
* Work with frequent interruptions; maintain emotional control under stress work; prolonged or irregular hours