Business advisor jobs in Aliso Viejo, CA - 421 jobs
All
Business Advisor
Business Specialist
Business Development Associate
Business Consultant
Senior Healthcare Consultant
Business Development Coordinator
Business Partner
Business Strategist
Business Management Consultant
Specialist-Small Business
Business Developer
Business Internship
Senior Employee Relations Business Partner, Physician Group
Kaiser Permanente 4.7
Business advisor job in Pasadena, CA
**Candidates must reside in SCAL Market**
This senior individual contributor is primarily responsible for serving as a liaison between HR Centers of Excellence and business stakeholders to influence the development and deployment of strategies, programs, policies, and procedures, conducting company human resources support activities, and driving and/or partnering on the development and implementation of organizational change efforts. This position collaborates with HR and business partners to deliver solutions on employee and/or labor relations issues, leads and/or partners on HR investigations based on standard KP or negotiated labor practices, conducts reporting of Company employee information and external benchmarks, and supports and provides consultation to ensure HR compliance.
Essential Responsibilities:
Practices self-leadership and promotes learning in others by building relationships with cross-functional stakeholders; communicating information and providing advice to drive projects forward; influencing team members within assigned unit; listening and responding to, seeking, and addressing performance feedback; adapting to competing demands and new responsibilities; providing feedback to others, including upward feedback to leadership and mentoring junior team members; creating and executing plans to capitalize on strengths and develop weaknesses; and adapting to and learning from change, difficulties, and feedback.
Conducts or oversees business-specific projects by applying deep expertise in subject area; promoting adherence to all procedures and policies; developing work plans to meet business priorities and deadlines; determining and carrying out processes and methodologies; coordinating and delegating resources to accomplish organizational goals; partnering internally and externally to make effective business decisions; solving complex problems; escalating issues or risks as appropriate; monitoring progress and results; recognizing and capitalizing on improvement opportunities; and evaluating recommendations made by others.
Serves as first point of contact between HR Centers of Excellence and business stakeholders to influence the development and deployment of strategies, programs, policies, and procedures by partnering with business leaders on strategies and business objectives; assessing HR impact in consideration of changing business strategies; researching and analyzing organizational data and processes to identify trends, root causes, and potential solutions to HR issues; delivering data driven recommendations on HR efforts; coaching and serving as a strategic partner with executive/senior leaders; and aligning and providing solutions in consideration of both HR and business objectives.
Conducts company human resources support activities by providing guidance and subject matter expertise to internal and external stakeholders on diverse HR specialties (e.g., equal opportunity/affirmative action, disability management, recruitment and hiring options, compensation, employee benefits, training); identifying and leveraging additional resources and expertise; performing human resources activities; ensuring human resources align with KP standards; and ensuring human resources activities are fully documented.
Drives and/or partners on the development and implementation of organizational change efforts by identifying requirements; assessing information to identify solutions to obstacles and mitigating risks; consulting with internal and external stakeholders on change management strategy; providing input in the creation or revision of change management plans; developing communications; communicating regional differences at a national level; and monitoring ongoing impact of organizational changes or efforts on employees.
Collaborates with HR and business partners to deliver solutions on employee and/or labor relations issues by providing consultation on employee relations matters (e.g., performance management, employee discipline issues); conducting research and providing advice and assistance on employment related regulations at the State and Federal level; influencing leadership regarding employee relations policies, procedures, and documentation; researching, identifying, and analyzing employee relations concerns; attending arbitration and negotiations; coordinating problem resolution; and escalating issues based on supporting data.
Leads and/or partners on HR investigations based on standard KP or negotiated labor practices by coordinating the collection and analysis of quantitative and qualitative data; leading interviews; researching key business issues; identifying potential action steps; creating appropriate documentation; and evaluating and recommending corrective action plans for substantiated allegations.
Conducts reporting of Company employee information and external benchmarks by compiling, completing, reviewing, and interpreting reports and analyses; identifying key insights to develop solutions for diverse HR issues; and partnering in the design and implementation of new metrics or reports.
Supports and provides consultation to ensure HR compliance by staying abreast of current compliance regulations; providing support and expertise to business partners regarding regulatory changes; and driving the implementation of designated changes.
Minimum Qualifications:
Minimum three (3) years experience in a leadership role with or without direct reports.
Bachelors degree in Human Resources, Business, Social Science, Public Administration or related field and Minimum eight (8) years experience in human resources or business operations. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.
Additional Requirements:
Preferred Qualifications:
Four (4) years health care experience.
Four (4) years experience working cross-functionally across departments, functions, or business lines.
Primary Location: California,Pasadena,Walnut Center - Regional Offices
Scheduled Weekly Hours: 40
Shift: Day
Workdays: Mon, Tue, Wed, Thu, Fri
Working Hours Start: 08:00 AM
Working Hours End: 05:00 PM
Job Schedule: Full-time
Job Type: Standard
Worker Location: Onsite
Employee Status: Regular
Employee Group/Union Affiliation: NUE-SCAL-01|NUE|Non Union Employee
Job Level: Individual Contributor
Department: Regional Offices - Pasadena - Medical Office Admin Services - 0806
Pay Range: $144400 - $186780 / year
Kaiser Permanente is committed to pay equity and transparency. The posted pay range is based on possible base salaries for the role and does not include the value of our total rewards package. Actual pay determined at offer will be based on years of relevant work experience, education, certifications, skills and geographic location along with a review of current employees in similar roles to ensure that pay equity is achieved and maintained across Kaiser Permanente.
Travel: Yes, 20 % of the Time
Kaiser Permanente is an equal opportunity employer committed to fair, respectful, and inclusive workplaces. Applicants will be considered for employment without regard to race, religion, sex, age, national origin, disability, veteran status, or any other protected characteristic or status.
$144.4k-186.8k yearly 2d ago
Looking for a job?
Let Zippia find it for you.
Business Development Coordinator
Bernards 4.1
Business advisor job in Orange, CA
Bernards is seeking new, dynamic Employee-Owners who are committed to the overall Mission, Vision, and Core Values of Bernards to help build
A Better Experience.
Our ideal Business Development Coordinator serves as the primary support for the COE (Business Unit) Leader. This role focuses on ensuring the smooth execution of event coordination, CRM, CRM data tracking, market research, lead generation, proposal and RFP/RFQ support, and administrative support.
Essential Duties & Responsibilities, including but not limited to:
Event Coordination and Networking:
Schedule and register for all networking events, maintaining an updated calendar of activities. Manage the networking calendar to ensure timely follow-ups and consistent participation. Coordinate meetings and lunches with new and existing contacts to strengthen relationships and explore business opportunities. Assist with event logistics, including preparation of materials and post-event follow-ups. Attend events with the Business Development Manager to learn about the business, network, and engage with industry partners.
Client Relationship Management:
Support the creation of an existing client Business Development (BD) plan, including key outreach strategies. Maintain consistent follow-ups with clients and consultants to nurture relationships. Assist in preparing client meeting materials such as presentations, handouts, and follow-up summaries.
CRM Management and Data Tracking:
Manage the CRM system to log new pursuits, track pursuits and client interactions, and ensure data accuracy. Generate regular reports on pipeline activities, leads, and hit ratios to support informed decision-making and business development strategy.
Market Research and Lead Generation:
Conduct daily research to identify potential project opportunities. Perform analysis of industry data to uncover insights into market trends, competitors, and client needs. Gather information on new agencies, architects, and consultants for targeted outreach and future collaboration.
Proposal and RFP/RFQ Support:
Assist with the review and data extraction of RFQs/RFPs to ensure compliance with requirements. Support the preparation of Statements of Qualifications (SOQs), proposals, and other client-facing submissions. Review and edit content for consistency and clarity, incorporating visual elements when needed.
Administrative Support:
Prepare weekly summaries of BD activities, including leads, events, and follow-ups. Maintain an organized calendar of deadlines, events, and project milestones. Track, organize, and attend pre-bid job walks. Assist with coordinating team outings and engagement activities for the Civic COE team to foster collaboration and team spirit.
Strategic Development and Learning:
Participate in meetings and discussions to understand the Civic COE's strategy and goals. Collaborate with the Business Development Manager to identify potential growth areas and strategic initiatives. Contribute to brainstorming sessions focused on improving BD strategies and enhancing overall business development performance.
All other duties as assigned.
Preferred Experience, Education, and Skills:
Bachelor of Science in Marketing or closely related field preferred.
About Bernards
Established in 1974, Bernards is a growth-oriented Employee-Owned multidisciplinary commercial builder and construction management company delivering technical expertise and outstanding construction services to developers, corporations, educational institutions, and public agencies for projects ranging in size from $5 million to over $500 million. The most significant disciplines in which Bernards projects are focused in, Healthcare, Education, Government, Entertainment, Mixed-Use, Residential, and Retail, and more.
Aligning with our mission of building a better experience for our customers, industry partners, and Employee-Owners, Bernards continuously builds its premier contractor status by exhibiting core values of mutual respect, integrity, serving others, and continuous improvement, daily.
As an Employee-Owner, you'll experience competitive pay and enjoy comprehensive benefits that include:
Medical, Dental, and Health Insurance
Stock Interest in the Employee Ownership Plan
Health Savings Account
Flexible Spending Account
Employer Paid Life Insurance
401(k) with employer match
Open Personal Time Off
Sick Time
Paid Holidays
Tuition Reimbursement
Employee Referral Bonus
Employee Assistance Program
Flexible Work Hours
Bernards is an equal opportunity employer that strives to attain and retain, top diversified talent in the construction industry. All qualified individuals will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, genetic information, or any other criteria protected by federal, state, or local law.
For candidates that need reasonable accommodations during the application process, or to perform essential functions of this role, please contact
***********************.
$26k-38k yearly est. 3d ago
MGMT 484-7: Foundations of Generative AI for Business Leadership (Spring 2026)
California State University San Marcos 3.5
Business advisor job in San Marcos, CA
MGMT 484-7: Foundations of Generative AI for Business Leadership
Lecturer - Academic Year
Semester: Spring 2026
Day/Time: Mondays and Wednesdays, from 10:30 a.m. to 12:20 p.m.
Modality: In-person
College: College of Business Administration
Department: Management
The Department of Management at California State University San Marcos seeks a part-time lecturer for Spring 2026 to teach MGMT 484-7: Foundations of Generative AI for Business Leadership.
Minimum qualifications:
A master's degree or higher in Business, Information Systems, Computer Science, Data Science, Analytics, Engineering, or a closely related field by the time of appointment, or a master's degree in another field combined with substantial professional experience in AI-enabled business applications.
Demonstrated knowledge of generative AI concepts and tools (e.g., large language models, prompt engineering, AI-assisted decision making) and their application to business contexts.
Professional or teaching experience explaining technical concepts to non-technical audiences, particularly managers or business leaders.
Strong communication skills and demonstrated ability to engage diverse student populations.
Commitment to inclusive, ethical, and responsible use of AI in organizational and societal contexts.
Per the California State University's Out-of-State Employment Policy, the CSU is prohibited from hiring employees to perform CSU-related work outside California. Working in the State of California is a condition of employment.
Preferred qualifications:
A terminal degree (Ph.D., D.B.A., or equivalent) in a relevant field or extensive senior-level industry experience in AI, digital transformation, product management, analytics, or technology-enabled strategy.
Direct experience using or implementing generative AI tools in business settings (e.g., strategy, marketing, operations, finance, consulting, entrepreneurship, or knowledge work).
Prior teaching experience in areas such as AI for business, digital transformation, analytics, information systems, strategy, or innovation.
Familiarity with AI governance, ethics, risk management, and regulatory considerations relevant to organizational leadership.
Experience designing applied, practice-oriented coursework (e.g., case studies, simulations, labs, projects, or executive-style learning activities).
Experience working with industry partners, executive education, or professionally oriented graduate programs (e.g., MBA).
Demonstrated interest in staying current with rapidly evolving AI technologies and integrating emerging tools into pedagogy.
Preference will be given to applicants who demonstrate intercultural competence and a commitment to serving a diverse campus community as it relates to teaching and, as applicable, service.
Salary commensurate with degree level and experience
Anticipated Hiring Salary Range: $5,507 - $6,677 per full-time month
The salary schedule information for the Lecturer - Academic Year Classification is available based on the following ranges:
CSU Classification Salary Range Lecturer A - AY: $5,507 - $6,677 per full-time month
The anticipated hiring range is generally at or near the minimum of the appropriate range, commensurate with education and experience.
Application:
To apply, please prepare to submit the following:
Your completed faculty application
Curriculum Vitae (uploaded)
Contact information for three current references
Letter of interest (uploaded)
Timeline: A review of applications will begin on January 5, 2026; however, the position will remain open until filled.
CSUSM has been designated as a Hispanic Serving Institution (HSI) and was named one of the top 32 Colleges most friendly to junior faculty by the Collaborative on Academic Careers in Higher Education. Visit Faculty Opportunities for more information.
California State University San Marcos is an Equal Opportunity Employer. We consider qualified applicants for employment without regard to age, physical or mental disability, gender or sex, genetic information, gender identity, gender expression, marital status, medical condition, nationality, race or ethnicity, religion or religious creed, sexual orientation, and veteran or military status.
Per the California State University's Out-of-State Employment Policy, the CSU is prohibited from hiring employees to perform CSU-related work outside California. Working in the State of California is a condition of employment.
The person holding this position is considered a mandated reporter under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
This position is subject to employment verification, education verification, reference checks and criminal record checks. An offer of appointment is contingent upon successful completion of a background check, including a criminal records check, and may be rescinded if the background check reveals disqualifying information and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.
The Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act or Clery Act Notification can be found at Clery Act Notification.
$5.5k-6.7k monthly 12d ago
Business Development and Sales
JBA International 4.1
Business advisor job in Pasadena, CA
Business Development Manager - JBA
Base Salary + Lucrative Commission - Unlimited Earning Potential!
Are you driven to succeed? JBA is looking for a dynamic, results-oriented Business Development Manager to build relationships, grow our market presence, and drive sales. If you're hungry for success and ready to make an impact, we want to hear from you!
What You'll Do:
Build Relationships: Engage with decision-makers via phone, email, social media, and face-to-face meetings.
Lead Generation: Target quality leads and leverage partnerships to grow your prospect funnel.
Consultative Sales: Use market research to offer strategic solutions and upsell based on client needs.
Client Management: Provide ongoing support and follow-up to ensure customer satisfaction and retention.
Networking & Market Leadership: Engage in industry groups, trade associations, and social media to stay ahead.
What You Need:
Experience: Staffing or B2B sales background, preferably in Legal, Engineering / IT, or similar sectors.
Sales Drive: Proven success meeting or exceeding goals through innovative methods like LinkedIn, Zoom, etc.
Relationship Building: Strong communication skills and ability to engage with executives and all levels of an organization.
Tech-Savvy: Comfortable using technology to connect with prospects and clients.
Self-Motivated: Thrive in a fast-paced environment with the ability to work independently and within a team.
Why JBA?
Competitive salary and uncapped commissions.
Professional growth opportunities.
Mentoring and support your success.
$128k-213k yearly est. 60d+ ago
Business Solutions Advisor - Rancho Santa Margarita Financial Center
Bank of America Corporation 4.7
Business advisor job in Rancho Santa Margarita, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:
* Recommends financial advice and guidance that align with client financial goals and needs
* Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
* Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
* Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
* Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
* Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience
Required Qualifications:
* Has demonstrated experience and proven success with business-to-business sales and/or small business banking
* Has strong communication skills with the ability to effectively influence clients
* Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
* Has a proven sales track record
* Can build productive partnerships and working relationships
* Is experienced with outbound phone sales
Desired Qualifications:
* Experience with financial information, spreadsheets and financial skills
* Experience with in-person customer service and sales
* Experience working with small business clients
* Experience meeting or exceeding goals
* A working knowledge of small business products and services
* Bilingual skills
Skills:
* Client Management
* Client Solutions Advisory
* Customer and Client Focus
* Referral Identification
* Risk Management
* Client Experience Branding
* Credit Documentation Requirements
* Credit and Risk Assessment
* Pipeline Management
* Referral Management
* Attention to Detail
* Collaboration
* Issue Management
* Prospecting
* Relationship Building
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:
FDIC; Safe Act; Loan Originators
Shift:
1st shift (United States of America)
Hours Per Week:
40
$81k-105k yearly est. 36d ago
Business Strategist
CIE Tours 4.0
Business advisor job in Irvine, CA
Rocket trajectory opportunity!
If you're eager to work side-by-side with serial entrepreneurs and gain real exposure to entrepreneurial decision-making, this is the opportunity to fast-track your growth.
Cie is a Venture Studio that specializes in accelerating growth and digital innovation for large enterprises and emerging startups. We leverage our domain expertise gained from dozens of early-stage ventures to support our partners from ideation to commercialization.
Named a best place to work in 2025 by BuiltIn LA
‘From Zero to One': How Cie's Culture Helps New Ideas Shine
We are seeking a skilled Business Strategist to play a pivotal role in shaping the strategic direction of our portfolio companies and corporate ventures through comprehensive market research, customer insights, and advisory support.
This is role is designed for a strong generalist researcher or senior consultant who can adeptly analyze market trends, conduct competitive analysis, frame innovation deliverables to deliver valuable customer insights on the path to commercialization.
Key Responsibilities
Market Research:
Conduct thorough and creative market research to evaluate subject company position relative to market sizing, customer profiles, landscape competitors, and other key indicators.
Customer Insights:
Design and execute studies to gather customer insights.
Develop hypotheses on major problems to solve and use them as inputs to ideation.
Facilitate customer cohort discussions, manage surveys/interviews, analyze results, and validate prototypes through customer feedback.
Compile and present findings and actionable insights to senior management.
Strategic Analysis:
Synthesize client, competitor, and customer information to identify key problems and opportunities as inputs to digital products or services.
Create associations and sequence information to develop clear, data-driven recommendations.
Familiarity with business and operating models, business cases as inputs to commercialization.
Create solid, executable action plans to launch digital products or ventures.
Qualifications
3-5 years of consulting experience, preferably with top-tier consulting firms or venture studios.
Proven experience in market research, customer insights, and strategy consulting engagements.
Strong analytical and problem-solving skills.
Strong critical reasoning skills.
Excellent communication and presentation skills.
Proficient in data analysis tools and methodologies.
Bonus points for experience in project management and creating strategy or concept-based presentations.
High tolerance for ambiguity and ability to work independently.
$67k-97k yearly est. Auto-Apply 60d+ ago
Business Purpose Lending Operations Intern
Redwood Trust Inc. 3.7
Business advisor job in Irvine, CA
Job Description
We are seeking a Business Purpose Lending (BPL) Operations intern who will play a crucial role in supporting various teams within the Business Purpose Lending division. This internship offers a unique opportunity to gain hands-on experience in multiple aspects of real estate lending operations, including underwriting, loan management, asset management, and bridge lending. Under the direct supervision of the SVP of Term or Bridge Lending, you will assist with administrative tasks, project coordination, and data analysis across different teams.
Responsibilities & Duties
Assist in underwriting and closing efforts for commercial debt financing transactions backed by single-family rentals and multi-family rental portfolios.
Support loan operations staff in processing loan applications, coordinating with borrowers, and managing loan documentation.
Collaborate with bridge lending team on various projects related to short-term financing, acquisitions, and fix/flip projects.
Conduct cash flow analysis, underwriting, due diligence, valuation reviews and credit analysis.
Assist in the preparation of investment committee memorandums.
Prepare market data research summaries.
Conduct data analysis, financial modeling, and report preparation to support decision-making processes.
Communicate effectively with internal teams, borrowers, lenders, third-party vendors, and other stakeholders.
Maintain accurate records, update databases, and ensure compliance with internal policies and procedures.
Required Experience, Skills, & Competencies
Education and Background:
Current undergraduates (rising junior and seniors) pursuing a degree in Finance, Economics, Real Estate, or a related field.
Technical Skills:
Proficiency with Microsoft Excel; financial modelling skills is a plus.
Strong analytical and organizational skills.
Previous experience or coursework in commercial lending, real estate finance, or related fields preferred.
Core Competencies
Intellectual curiosity and a passion for financial markets.
Strong attention to detail and organizational skills.
Excellent verbal and written communication.
Collaborative mindset with a willingness to learn and contribute to team goals.
Professionalism and adaptability in a fast-paced environment.
Other Requirements
Available for full-time participation during the summer program (June-August 2026).
In-office presence required 4 to 5 days a week depending on location and project needs.
A reasonable estimate of the total compensation range for this role is $27/hr.
At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity
thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
$27 hourly 4d ago
Oncology (Genitourinary) Business Specialist - Long Beach, CA
Astellas Pharma 4.9
Business advisor job in Long Beach, CA
Genitourinary Business Specialist - Long Beach, CA Astellas is announcing a Genitourinary Business Specialist opportunity in the Long Beach, CA area. 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
REQUIRED QUALIFICATIONS:
+ Bachelor's degree with minimum of 4 years of pharmaceutical sales
+ Proven track record of successful sales results and ability to meet or exceed objectives
+ Proven capability in managing accounts with solid selling competencies
+ Demonstrated business acumen to understand and analyze business and market drivers, and develop and execute business plan
+ Demonstrated skills at building and maintaining professional relationships with key customers, office staff and others in the customer influence network
+ Proven ability to work in matrix teams
+ Travel is required
+ Valid Driver's License in good standing
PREFERRED QUALIFICATIONS
+ 2+ Years of oncology selling experience
+ Fundamental understanding the oncology reimbursement landscape
+ Well established relationships with the key oncology cancer centers and treating clinicians in assigned territory
+ Oncology therapeutic area knowledge /experience
**Salary Range:** $116,375 - 192,500 (Final compensation will be determined based on a variety of factors, including but not limited to skills, experience and organizational equity considerations)
**Benefits:**
+ Medical, Dental and Vision Insurance
+ Generous Paid Time Off options, including Vacation and Sick time, plus national holidays including year-end shut down
+ 401(k) match and annual company contribution
+ Company paid life insurance
+ Annual Corporate Bonus and Quarterly Sales Incentive for eligible positions
+ Long Term Incentive Plan for eligible positions
+ Company-paid fleet vehicle for eligible positions
+ Referral bonus program
**\#LI-LK**
_All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability._
Category Sales
Astellas is committed to equality of opportunity in all aspects of employment.
EOE including Disability/Protected Veterans
$116.4k-192.5k yearly 60d+ ago
Business Development Associate
Toyota of Hemet 4.3
Business advisor job in Hemet, CA
Job DescriptionDescription:
We are seeking a highly motivated and customer-focused individual to join our team as a Sales BDC Associate at Toyota of Hemet. In this role, you will be responsible for handling inbound and outbound sales-related inquiries, scheduling appointments, and providing exceptional service to customers throughout the sales process. Your primary goal will be to support the sales team, generate leads, and create a positive experience for every customer you interact with.
Key Responsibilities:
Respond to incoming calls, emails, and online inquiries in a timely and professional manner.
Assist customers in scheduling appointments for vehicle test drives, sales consultations, and service appointments.
Follow up on leads from various channels, including online inquiries, phone calls, and walk-ins.
Qualify leads by identifying customer needs and preferences, and ensure they are directed to the appropriate sales staff.
Provide customers with information about Toyota vehicles, promotions, and financing options.
Maintain accurate and up-to-date customer records and interactions within the dealership's CRM system.
Track and manage leads to ensure they are properly followed up on and converted into sales opportunities.
Support sales staff by setting appointments, assisting with sales-related documentation, and helping to finalize transactions.
Handle customer inquiries related to inventory, pricing, trade-ins, and financing options.
Provide high-level customer service and ensure that every customer experience is positive and seamless.
Meet daily, weekly, and monthly performance goals related to lead generation and customer engagement.
Requirements:
Previous experience in a Business Development Center (BDC), sales, or customer service role is preferred.
Strong communication skills, both verbal and written.
Excellent phone etiquette and ability to handle customer inquiries professionally.
Ability to multitask in a fast-paced environment and prioritize tasks effectively.
Proficiency with CRM software and general computer applications.
Knowledge of Toyota products and services is a plus.
Positive attitude, with a customer-first mindset and a desire to exceed customer expectations.
Ability to work flexible hours, including evenings and weekends as needed.
$58k-96k yearly est. 5d ago
Consultant - Business Analysis with Automotive
Avance Consulting Services 4.4
Business advisor job in Torrance, CA
Hi, I hope you are doing good. I have a job opportunity related to your profile with one of our client, please find below Job Description for your review. If you are interested and available for the following position then please send your updated resume in word format along with your contact details to discuss .
Role: Consultant - Business Analysis with Automotive
Duration: Full Time / Permanent
Location:
Torrance,CA
Qualifications:
Required
• Bachelor's degree or foreign 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 with Information Technology.
Preferred
This position provides an opportunity to build scalable applications using latest technologies. It's an exciting environment and a fast-paced development organization. We are looking for Business Analyst who will be working closely with the client and our design team to deliver best in class solutions to meet client needs.
BA Responsibilities
• Work with client business and IT team to understand the client needs.
• Convert the understanding into models and functional documents.
• Work with internal technology teams to provide expertise on requirements and solution.
• Work with the Project Management and other stakeholders to identify risks, issues and potential solutions.
• Be the Subject Matter Expert for the development team.
• Contribute to the account, unit and organization processes and knowledge.
• Work with other consultants in creating artifacts and knowledge assets.
Skills
• Business analysis, process design, application specification (reports, function, UI), conversion analysis, and user testing.
• Demonstrates sound business and process knowledge and judgment. Past experience with Auto manufacturers or distributors or retailers or suppliers preferred.
• Excellent written and verbal communication skills.
• Strong analytical skills, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements.
• Should have working knowledge of creating functional requirements including and not limited to Use Case models, Activity diagrams, Data Flow diagrams, User flows and Data Modeling.
• Ability to quickly learn applications and connect the application functions to the business context.
• Ability to interact with customer executives, senior management, managers, architects, developers, quality assurance engineers, subject matter experts, and other software team members in geographically dispersed environments.
• Ability to effectively prioritize and execute tasks in a fast-paced, high-pressure environment; conform to shifting priorities, demands and timelines.
• Experience facilitating meetings and leading presentations.
• Strong interviewing techniques; ability to ask probing questions in a tactful and positive manner.
• Ability to lead small to medium projects.
• Process improvement analysis experience.
• Solid understanding of all aspects of the software project lifecycle and release process. Please Note: This description does not cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.
Technical Skills
• Experience with internet and/or intranet application built in either .Net or Java with web technologies
• Worked with Oracle or SQL Server and tools such as TOAD
• Office 2010 suite
• MS Visio
Nice to have
• CCBA or CBAP certification.
• Experience in automotive industry in one or more of the below automotive domains
o Automotive Supply chain - Manufacturing, Logistics, and Parts planning and inventory management and distribution
o Automotive sales, aftersales, dealer management, and warranty management
• Experience on user interface design or have worked with UX designers
• Experience in defining requirements for custom or product based applications
• Experience in working with RFP teams
• SCRUM or AGILE framework experience
• Any modeling tool such as Rational Architect, WebSphere Business Modeler or equivalent.
Qualifications
• Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
Additional Information
All your information will be kept confidential according to EEO guidelines.
$77k-106k yearly est. 13h ago
Microsoft 365 Business Central Specialist
Ams 4.3
Business advisor job in Torrance, CA
Requirements
Requirements
What We're Looking For
2-5 years of experience with Microsoft Dynamics 365 Business Central or NAV (functional, or functional/development hybrid).
manufacturing modulemanufacturing module including BOMs, routings, MRP, production scheduling, and inventory management.
Proficient with project/job processes, including purchasing, sales, time tracking, and expense tracking.
Proficient with warehouse management system, including picks, put aways, movements, and bin tracking.
Experience with process design, workflow optimization, and documentation.
Proficient with BC reporting tools (Power BI, Jet Reports, or similar).
Familiarity with full CRM.
Strong communication and training skills; comfortable working directly with end users.
AL development knowledge is required - willingness to learn and grow is essential.
Experience in defense manufacturing or regulated industries is highly desirable.
Why Join Us?
Impact - Be a key player in shaping how our organization runs day-to-day.
Growth - Learn from an experienced lead developer and gain exposure to advanced BC customization.
Variety - Work across manufacturing, distribution, and administrative functions in a multi-entity environment.
Purpose - Contribute to projects that support national defense and critical industries.
Salary Description 85,000 - 130,000
$56k-97k yearly est. 5d ago
Small Business Expert- Multiple Positions (Food, Growth/Scaling, Manufacturing, Procurement/Contracting, and Retail)/IESBDC (UEC)
California State University System 4.2
Business advisor job in San Bernardino, CA
for all Small Business Expert positions: Under minimal supervision of the IESBDC Director, the Small Business Expert will work independently to bring their results-driven, ownership-oriented mindset to: * Consult, Train, and Advise: Deliver expert consulting, training, and information services to clients, helping them navigate the challenges of starting and growing their businesses.
* Analyze and Recommend: Conduct detailed assessments of businesses and provide actionable recommendations to improve performance and drive results.
* Stay Ahead of the Curve: Keep up-to-date with the latest business trends, techniques, and processes to provide cutting-edge advice and insights.
* Collaborate and Build Partnerships: Work alongside peers and engage with the business community to enhance your expertise and extend your network. Develop partnerships with cities, chambers of commerce, and business associations to identify potential clients.
* Track Impact: Maintain accurate client files, document consulting activities, and report on client outcomes, success stories, and milestones.
* Drive Client Success: Generate your own leads, identify opportunities, and be proactive in connecting with businesses that can benefit from your expertise.
Some travel required within Riverside and San Bernardino counties.
$83k-114k yearly est. 35d ago
Business Solutions Advisor - Main and Ellis Financial Center
Bank of America Corporation 4.7
Business advisor job in Huntington Beach, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:
* Recommends financial advice and guidance that align with client financial goals and needs
* Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
* Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
* Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
* Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
* Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience
Required Qualifications:
* Has demonstrated experience and proven success with business-to-business sales and/or small business banking
* Has strong communication skills with the ability to effectively influence clients
* Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
* Has a proven sales track record
* Can build productive partnerships and working relationships
* Is experienced with outbound phone sales
Desired Qualifications:
* Experience with financial information, spreadsheets and financial skills
* Experience with in-person customer service and sales
* Experience working with small business clients
* Experience meeting or exceeding goals
* A working knowledge of small business products and services
* Bilingual skills
Skills:
* Client Management
* Client Solutions Advisory
* Customer and Client Focus
* Referral Identification
* Risk Management
* Client Experience Branding
* Credit Documentation Requirements
* Credit and Risk Assessment
* Pipeline Management
* Referral Management
* Attention to Detail
* Collaboration
* Issue Management
* Prospecting
* Relationship Building
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:
FDIC; Safe Act; Loan Originators
Shift:
1st shift (United States of America)
Hours Per Week:
40
$81k-105k yearly est. 27d ago
Oncology (Genitourinary) Business Specialist - Long Beach, CA
Astellas Pharma 4.9
Business advisor job in Long Beach, CA
Genitourinary Business Specialist - Long Beach, CA
Astellas is announcing a Genitourinary Business Specialist opportunity in the Long Beach, CA area.
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
$78k-142k yearly est. 3d ago
Consultant - Business Analysis with Automotive
Avance Consulting Services 4.4
Business advisor job in Torrance, CA
Hi, I hope you are doing good. I have a job opportunity related to your profile with one of our client, please find below Job Description for your review. If you are interested and available for the following position then please send your updated resume in word format along with your contact details to discuss .
Role: Consultant - Business Analysis with Automotive
Duration: Full Time / Permanent
Location: Torrance,CA
Qualifications:
Required
• Bachelor's degree or foreign 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 with Information Technology.
Preferred
This position provides an opportunity to build scalable applications using latest technologies. It's an exciting environment and a fast-paced development organization. We are looking for Business Analyst who will be working closely with the client and our design team to deliver best in class solutions to meet client needs.
BA Responsibilities
• Work with client business and IT team to understand the client needs.
• Convert the understanding into models and functional documents.
• Work with internal technology teams to provide expertise on requirements and solution.
• Work with the Project Management and other stakeholders to identify risks, issues and potential solutions.
• Be the Subject Matter Expert for the development team.
• Contribute to the account, unit and organization processes and knowledge.
• Work with other consultants in creating artifacts and knowledge assets.
Skills
• Business analysis, process design, application specification (reports, function, UI), conversion analysis, and user testing.
• Demonstrates sound business and process knowledge and judgment. Past experience with Auto manufacturers or distributors or retailers or suppliers preferred.
• Excellent written and verbal communication skills.
• Strong analytical skills, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements.
• Should have working knowledge of creating functional requirements including and not limited to Use Case models, Activity diagrams, Data Flow diagrams, User flows and Data Modeling.
• Ability to quickly learn applications and connect the application functions to the business context.
• Ability to interact with customer executives, senior management, managers, architects, developers, quality assurance engineers, subject matter experts, and other software team members in geographically dispersed environments.
• Ability to effectively prioritize and execute tasks in a fast-paced, high-pressure environment; conform to shifting priorities, demands and timelines.
• Experience facilitating meetings and leading presentations.
• Strong interviewing techniques; ability to ask probing questions in a tactful and positive manner.
• Ability to lead small to medium projects.
• Process improvement analysis experience.
• Solid understanding of all aspects of the software project lifecycle and release process. Please Note: This description does not cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.
Technical Skills
• Experience with internet and/or intranet application built in either .Net or Java with web technologies
• Worked with Oracle or SQL Server and tools such as TOAD
• Office 2010 suite
• MS Visio
Nice to have
• CCBA or CBAP certification.
• Experience in automotive industry in one or more of the below automotive domains
o Automotive Supply chain - Manufacturing, Logistics, and Parts planning and inventory management and distribution
o Automotive sales, aftersales, dealer management, and warranty management
• Experience on user interface design or have worked with UX designers
• Experience in defining requirements for custom or product based applications
• Experience in working with RFP teams
• SCRUM or AGILE framework experience
• Any modeling tool such as Rational Architect, WebSphere Business Modeler or equivalent.
Qualifications
• Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
Additional Information
All your information will be kept confidential according to EEO guidelines.
$77k-106k yearly est. 60d+ ago
Microsoft 365 Business Central Specialist
AMS Group, Inc. 4.3
Business advisor job in Torrance, CA
About Us:
AMS Group, Inc. is a leading distributor, manufacturer and supplier of engineered aerospace and defense systems, components, and subsystems, providing innovative technologies and logistics support to defense and security markets. We are a rapidly growing small business (100 employees) with our headquarters in Alexandria, Virginia and offices in Stevensville, Maryland; Kearneysville, West Virginia; and Torrance, California. AMS Group, Inc. and its business units are committed to conducting business in a legal, ethical, and socially responsible manner. We consistently focus on creating value and innovation to benefit our partners, clients and suppliers while also ensuring the health, safety and welfare of our employees and the communities in which they operate.
Our team is now focused on expanding our Microsoft 365 Business Central (BC) capabilities to drive process improvement, operational efficiency, and user adoption across the enterprise and with a specific focus in our ES division in Torrance, CA and NDI in San Diego, CA. We have an exceptional lead developer and are seeking a Microsoft 365 Business Central Specialist to serve as his deputy - a capable, curious, and resourceful professional who can document, design, improve, and help implement and train manufacturing and operational processes in BC. Success for this role is making end users love the ERP platform by helping them work more efficiently and accurately.
What You'll Do
Collaborate with stakeholders to analyze and document business processes across manufacturing, supply chain, and administrative functions.
Translate operational needs into functional BC requirements and work closely with the development team to deliver solutions.
Assist in designing, testing, and rolling out process improvements within Business Central.
Develop SOPs, process documentation, and training materials for new and existing workflows.
Deliver hands-on training sessions to drive system adoption across multiple locations.
Build and maintain reports, dashboards, and KPIs using Business Central, Power BI, and Jet Reports.
Troubleshoot issues and coordinate with technical resources to resolve problems quickly.
Serve as a functional liaison between users and IT, ensuring clarity in requirements and solutions.
Requirements:
Requirements
What We're Looking For
2-5 years of experience with Microsoft Dynamics 365 Business Central or NAV (functional, or functional/development hybrid).
manufacturing modulemanufacturing module including BOMs, routings, MRP, production scheduling, and inventory management.
Proficient with project/job processes, including purchasing, sales, time tracking, and expense tracking.
Proficient with warehouse management system, including picks, put aways, movements, and bin tracking.
Experience with process design, workflow optimization, and documentation.
Proficient with BC reporting tools (Power BI, Jet Reports, or similar).
Familiarity with full CRM.
Strong communication and training skills; comfortable working directly with end users.
AL development knowledge is required - willingness to learn and grow is essential.
Experience in defense manufacturing or regulated industries is highly desirable.
Why Join Us?
Impact - Be a key player in shaping how our organization runs day-to-day.
Growth - Learn from an experienced lead developer and gain exposure to advanced BC customization.
Variety - Work across manufacturing, distribution, and administrative functions in a multi-entity environment.
Purpose - Contribute to projects that support national defense and critical industries.
$56k-97k yearly est. 8d ago
Business Development Associate
Toyota of Hemet 4.3
Business advisor job in Hemet, CA
We are seeking a highly motivated and customer-focused individual to join our team as a Sales BDC Associate at Toyota of Hemet. In this role, you will be responsible for handling inbound and outbound sales-related inquiries, scheduling appointments, and providing exceptional service to customers throughout the sales process. Your primary goal will be to support the sales team, generate leads, and create a positive experience for every customer you interact with.
Key Responsibilities:
Respond to incoming calls, emails, and online inquiries in a timely and professional manner.
Assist customers in scheduling appointments for vehicle test drives, sales consultations, and service appointments.
Follow up on leads from various channels, including online inquiries, phone calls, and walk-ins.
Qualify leads by identifying customer needs and preferences, and ensure they are directed to the appropriate sales staff.
Provide customers with information about Toyota vehicles, promotions, and financing options.
Maintain accurate and up-to-date customer records and interactions within the dealership's CRM system.
Track and manage leads to ensure they are properly followed up on and converted into sales opportunities.
Support sales staff by setting appointments, assisting with sales-related documentation, and helping to finalize transactions.
Handle customer inquiries related to inventory, pricing, trade-ins, and financing options.
Provide high-level customer service and ensure that every customer experience is positive and seamless.
Meet daily, weekly, and monthly performance goals related to lead generation and customer engagement.
Requirements
Previous experience in a Business Development Center (BDC), sales, or customer service role is preferred.
Strong communication skills, both verbal and written.
Excellent phone etiquette and ability to handle customer inquiries professionally.
Ability to multitask in a fast-paced environment and prioritize tasks effectively.
Proficiency with CRM software and general computer applications.
Knowledge of Toyota products and services is a plus.
Positive attitude, with a customer-first mindset and a desire to exceed customer expectations.
Ability to work flexible hours, including evenings and weekends as needed.
Salary Description $18-$20/ Hr
$18-20 hourly 60d+ ago
Business Solutions Advisor - Main and Ellis Financial Center
Bank of America 4.7
Business advisor job in Huntington Beach, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:
Recommends financial advice and guidance that align with client financial goals and needs
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience
Required Qualifications:
Has demonstrated experience and proven success with business-to-business sales and/or small business banking
Has strong communication skills with the ability to effectively influence clients
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
Has a proven sales track record
Can build productive partnerships and working relationships
Is experienced with outbound phone sales
Desired Qualifications:
Experience with financial information, spreadsheets and financial skills
Experience with in-person customer service and sales
Experience working with small business clients
Experience meeting or exceeding goals
A working knowledge of small business products and services
Bilingual skills
Skills:
Client Management
Client Solutions Advisory
Customer and Client Focus
Referral Identification
Risk Management
Client Experience Branding
Credit Documentation Requirements
Credit and Risk Assessment
Pipeline Management
Referral Management
Attention to Detail
Collaboration
Issue Management
Prospecting
Relationship Building
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:
FDIC; Safe Act; Loan Originators
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Huntington Beach - 18691 Main St - MAIN AND ELLIS BC (CA6151) Pay and benefits information Pay range$26.00 - $33.72 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$26-33.7 hourly Auto-Apply 28d ago
Oncology (Genitourinary) Business Specialist - Long Beach, CA
Astellas Pharma, Inc. 4.9
Business advisor job in Long Beach, CA
Genitourinary Business Specialist - Long Beach, CA Astellas is announcing a Genitourinary Business Specialist opportunity in the Long Beach, CA area. 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
$78k-142k yearly est. 14d ago
Senior Consultant - Healthcare BA (Weekend Drive)
Avance Consulting Services 4.4
Business advisor job in Long Beach, CA
Warm Greetings! Greetings from Avance Consulting. We are a leading consulting company and have been in consulting business for last 10 years. We are primary vendors to several Fortune 1000 IT companies. I would like to update you on open positions with our esteemed clients. Please go through
the and if you are comfortable please give me a call on the number
************ Ext: 232
HI,
I hope you are doing good.
I have a job opportunity related to your profile with one of our client, please find below Job Description for your review. If you are interested and available for the following position then please send your updated resume in word format along with your contact details to discuss further.
Role: Senior Consultant- Healthcare BA
Duration: Full Time / Permanent
Location : Hartford, CT, Phoenix, AZ, Bluebell, PA, Long Beach ,CA
Basic
• Bachelor's degree or foreign 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 4years of experience with Information Technology.
Preferred
• At least 4 years of experience in creating requirement specifications based on Architecture/Design /Detailing of Processes
• At least 4 years of experience with Healthcare Payer and Provider Industry Expertise
• At least 4 years of experience in Health Care Domain preferably in Channel, Claims, Medicare and Govt Programs domains.
• At least 4 years of experience in creating requirement specifications based on internal/External consulting, documenting and reviewing Architecture/Design /Detailing of Processes
• Analytical and Communication skills
• Planning and Co-ordination skills
• Experience and desire to work in a management consulting environment that requires regular travel
The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. Travel may be required as per the job requirements.
Qualifications
• Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
Additional Information
All your information will be kept confidential according to EEO guidelines.
How much does a business advisor earn in Aliso Viejo, CA?
The average business advisor in Aliso Viejo, CA earns between $74,000 and $164,000 annually. This compares to the national average business advisor range of $67,000 to $138,000.
Average business advisor salary in Aliso Viejo, CA
$110,000
What are the biggest employers of Business Advisors in Aliso Viejo, CA?
The biggest employers of Business Advisors in Aliso Viejo, CA are: