Lead Corporate Affairs Business Partner, Insurance (SAN ANTONIO)
Business advisor job in San Antonio, TX
Why USAA?
Take the next step in your career now, scroll down to read the full role description and make your application.
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
Were building something newand were looking for bold, creative, and strategic talent to help shape it.
USAAs Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission.
Whether youre a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes.
Together, were enhancing how we serve the military community and their familiesmaking every interaction more meaningful.
As a dedicated Corporate Affairs Business Partner at the Lead level, you will serve as a strategic advisor, bridging Corporate Affairs with the Property & Casualty and Life Insurance business lines at USAA. You will counsel internal clients on effective stakeholder engagement strategies to help them achieve their goals. You will also be responsible for developing and executing corporate impact strategies that advance enterprise priorities, protect and elevate the companys reputation, and connect employees and stakeholders to USAAs mission
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in the San Antonio, TX office. Relocation assistance is not available for this position.
What you'll do:
Advises business leadership on communications, reputation management, corporate impact, and stakeholder engagement strategies, ensuring Corporate Affairs enables enterprise strategy, drives growth, and mitigates risk.
Develops and executes comprehensive corporate affairs plans aligned with enterprise strategic plans and business objectives.
Leads the development and implementation of corporate affairs strategies that align with overall enterprise strategy and business objectives for both internal and external audiences. This includes proactively identifying and managing crises, potential reputation risks, and opportunities.
Employs data-driven analysis to develop and implement proactive strategies for mitigating potential business challenges and external risks.
Maintains an in-depth understanding of the external market, business strategy, and corporate affairs function.
Cultivates strong relationships with internal partners, highlighting the contributions and measurable results of corporate affairs efforts. Uses this data to adapt and improve strategic plans to better support business objectives.
Partners with content studio team members to deliver high quality communications for collective execution in support of corporate strategy and business goals.
Provides mentorship and training to team members, supporting their development.
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; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
8 years of experience in corporate communications, public affairs, general business consulting, or related work experience
Demonstrated success advising senior leaders and navigating complex organizations.
Deep understanding of business drivers and the ability to align communications and social impact efforts to enterprise strategy.
Comprehensive knowledge of the financial services and insurance industries and regulatory landscape.
Experience developing and implementing communications strategies that align with overall business objectives and drive measurable results.
Demonstrated ability to assess and make decisions of a complex nature that align to enterprise and/or business objectives and the ability to identify and resolve issues effectively.
Demonstrates an advanced understanding of target audiences, uses strong skills in editing and writing style to impact significant change through written communication. Adapts communications style across diverse audiences and channels.
Experience leading cross-functional teams or projects.
What sets you apart:
Experience supporting P&C or Life Insurance businesses, preferably both
Business acumen, particularly around corporate financials
Communications agency or management consulting experience
Executive presence, a persuasive style and sound judgement
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $127,310 - $229,160.
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
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.
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.
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 ************************************
Senior 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.
Workday Certified Reporting & Prism Analytics Senior Consultant (Hiring Immediately)
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, youll be part of an energized team of advisory professionals who deliver more than just technology
From initial assessments to entire transformations, youll 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 EmployerProtected 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 Guidehouses 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 applicants 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.
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, focused on acquiring new customers 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
* 6+ 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
* Focus on winning new logos for the US Business Messaging Market
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.
Business Development
Business advisor job in Belton, TX
Job Purpose Know the home building business and are the kind of sales professional who would rather be face-to-face with clients than stuck behind a desk-and who measures success in deals closed, not meetings attended? This is not a maintenance sales role. This is a hunt, close, and grow position built for a driven seller who knows the home builder market and wants to win.
Primary Duties & Responsibilities
What You'll Be Doing (and crushing it!):
* Drive new revenue by prospecting, cold calling, and closing new builder business through in-person selling.
* Own the full sales cycle, from first contact to signed agreement, using disciplined pipeline management and follow-through.
* Target and develop client relationships, creating tailored product programs that solve their real jobsite and operational challenges.
* Partner internally with leadership and account teams to onboard new builders and ensure long-term success.
Qualifications & Required Skills
What We're Looking For:
* Working knowledge of W.B.S. or builder experience preferred.
* MS Office and Reporting experience.
* Self-motivated, competitive, and comfortable closing the deal.
* Strong communication skills with the confidence to sell face-to-face.
* If you're hungry, driven, and ready to dominate builder sales, this role gives you the platform to do it.
* We're looking for someone who wants more than a job-someone who wants to win.
About the Company
Wisenbaker Builder Services is a family-owned industry leader in stylish, on-trend interior finishes for residential builders. As one of the nation's largest providers of flooring, cabinets, countertops, and window coverings, we take pride in delivering quality craftsmanship and exceptional service. Recognized as a Great Place to Work in 2024, we foster a collaborative and innovative environment where our team thrives.
We believe in taking care of our people, offering competitive pay, profit sharing, health benefits, retirement plans, paid time off, and growth opportunities. At Wisenbaker, your success matters, and we're committed to helping you build a rewarding career.
Job Type
Full-Time
Auto-ApplyBusiness Consultant - Austin, TX
Business advisor job in Cedar Park, TX
Job Description
FrankCrum is a Top Workplace!
FrankCrum, voted by its employees as a Top Workplace in Tampa Bay for more than 10 years in a row, is a Professional Employer Organization (PEO) based in Clearwater, Florida. FrankCrum employs approximately 500 people who serve over 4,000 businesses by offering a full range of HR services, including payroll, employee benefits, HR consulting services and workers' compensation insurance. Our PEO is a family culture that encourages people to feel at home, collaborate, and respect each other and we live by our Pillars of Excellence which are Integrity, Prosperity, and Affinity!
Click here to learn more about FrankCrum!
The Role You'll Play to Create Success
We are excited to announce our search for a full-time Business Consultant in Austin, TX! This job contributes to the mission of FrankCrum by prospecting and obtaining direct sales.
Prospects, obtains, and develops leads and updates CRM database daily.
Responds to and follows up on sales inquiries by phone, email, and appointments daily.
Maintains minimum selling appointments weekly with prospects, small and medium sized businesses to sell HR outsource solutions as directed.
Develops and maintains relationships on a regional to national level to maintain profitable sales growth.
Educates potential clients about the FrankCrum product line and provides updates on an ongoing basis.
Identifies prospects' needs and collects necessary data from prospects to determine service needs and viability.
Develops and presents proposals and client specific solutions.
Plans and implements marketing and sales strategy both geographically and vertically as directed.
Attends business meetings, trade shows, networking events, seminars, and conferences as directed.
Communicate with team and management on an ongoing basis regarding opportunities, challenges and successes
The Attributes We Seek
Keys to success in this position include exceptional customer service, written, listening and communication skills, and sales experience. Knowledge of the PEO structure, cold-calling, prospecting, ask for the business and close the sale, and probability and risk management is needed. A high school diploma or equivalent is required.
Our Competitive Benefits
Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:
Health Insurance is zero dollar paycheck cost for employee's coverage and only $295 dollars a month for family!
Dental and Vision Insurance
Short Term Disability and Term Life Insurance at no cost to the employee
Long Term Disability and Voluntary Term Life Insurance
Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
Employee Assistance Program at no cost to the employee
Flexible Spending Accounts for Medical and Dependent Care Reimbursement
Health Savings Account funded by FrankCrum
Paid time off and holiday pay
Education reimbursement up to five thousand two hundred fifty dollars tax free per calendar year
PTO cash out
Tickets at Work
Access to the Corporate America Family Credit Union
Employee and client referral bonus programs
Paid volunteer time
What's Special About FrankCrum
FrankCrum, a family-owned business-to-business entity since 1981 made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This "family of employer solutions" employs more than 500 people who serve over 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars (Integrity, Affinity, and Prosperity) employees are recognized at quarterly events for exceptional customer service and milestones in tenure.
The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row! FrankCrum also supports several community efforts through Trinity Cafe, the Homeless Empowerment Program, Angel Tree, and Clearwater Free Clinic!
If you want to play this role to positively impact our clients' day-to-day business, then apply now!
FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
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1cvKZI9BhI
Sr. Trust Advisor
Business advisor job in Waco, TX
Extraco Banks is seeking a Sr. Trust Advisor to join our team. This opportunity is in our Waco, Texas office. Summary: The Senior Trust Advisor is responsible for the administration, oversight, and strategic management of a portfolio of complex trust and estate accounts. This individual will serve as the primary advisor to high-net-worth clients and their families, providing expert guidance on trust administration, estate planning, fiduciary responsibilities, and wealth transfer strategies. The role also involves collaborating with internal teams and external advisors to deliver comprehensive wealth management experience to clients and prospects. Responsibilities and Duties:
Trust Administration:
Manage a book of trust and fiduciary accounts, ensuring compliance with governing documents, applicable laws, and fiduciary standards.
Interpret and apply trust and estate planning documents such as wills, revocable/irrevocable trusts, charitable trusts, and generation-skipping trusts.
Client Relationship Management:
Serve as the primary point of contact for assigned clients, building long-term relationships based on trust and expertise.
Proactively identify clients' needs and recommend appropriate fiduciaries, investment, and wealth planning solutions.
Estate and Wealth Planning:
Advise clients and beneficiaries on estate and wealth transfer strategies in collaboration with legal, tax, and investment professionals.
Stay current on changes in trust and estate laws, tax regulations, and fiduciary best practices.
Risk Management & Compliance:
Ensure that trust accounts are administered in accordance with applicable laws, company policies, and regulatory requirements.
Participate in audits, risk reviews, and compliance processes as needed.
Team Collaboration:
Work closely with investment officers, financial planners, tax advisors, and legal counsel to provide holistic wealth management services.
Mentor junior officers and contribute to the professional development of team members.
Qualifications:
Education: Bachelor's degree required; advanced degree (JD, MBA, or similar) preferred.
Certifications: CTFA (Certified Trust and Fiduciary Advisor), CFP , or related certification highly preferred.
Experience: Minimum of 7-10 years of experience in trust administration, estate planning, or private wealth management.
Skills:
Deep knowledge of fiduciary principles, estate planning, tax law, and financial instruments.
Proven ability to retain and grow client relationships.
Strong analytical and problem-solving abilities.
Ability to handle sensitive client relationships with discretion and professionalism.
Preferred Attributes:
Experience working with ultra-high-net-worth individuals and family offices.
Exceptional interpersonal and communication skills.
Familiarity with trust accounting systems and CRM platforms.
Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/Disability/protected veteran status. Extraco provides reasonable accommodation for people with disabilities.
Senior Advisor - Organizational Development
Business advisor job in Round Rock, TX
Sr. Advisor, HR Organizational Development
Business change, leadership succession planning, effective team member relations - all are key issues in a forward-thinking business such as Dell Technologies. Our Human Resources Teams are at the heart of it all, playing an integral role in the organization. We lead the planning and implementation of high-value, quality human resources programs, practices and procedures for people at all levels. We're also trusted to advise company leaders on team member policy and programs, recommending decisions in line with the company's strategic direction.
Join us to do the best work of your career and make a profound social impact as a Sr. Advisor, HR Organizational Development on our Organizational Development Team in Round Rock, TX or Hopkinton, MA.
What you'll achieve
In this role, you'll work alongside senior Organizational Development professionals on critical projects that transform our business. You'll analyze organizational structures, responsibilities, and work processes to identify and implement changes that simplify our operating model and support our talent strategy.
You will:
Partner with Business and HRBPs: Work closely with business leaders and HR Business Partners to deliver top-tier talent solutions. You will learn how the business operates first hand and work with other OD professionals to identify the talent focus areas within our transformation plans.
Assess Organizational Structure: Conduct thorough assessments of our current organizational structure to identify areas for improvement. Your recommendations will be crucial in helping us achieve our business objectives and streamline our operations.
Collaborate with COEs and other organizations: You will partner with key HR and business functions to build out solutions that support a culture of develop once, and replicate often
Take the first step towards your dream career
Every Dell Technologies team member brings something unique to the table. Here's what we are looking for with this role:
Essential Requirements
Human Resource (HR) professional with 5 to 8 years of knowledge of OD methodologies
Ability to partner on change management methodologies across multiple stakeholders
Organizational and project/program management skills. Ability to follow assignments through to completion with a bias towards execution
Prior HRBP/HR Generalist in the technology industry. Managing a variety of multi-faceted programs, including, but not limited to organizational development, talent development, compensation planning, retention management, succession planning and Talent Management leadership steeped in transformation and change
Experience with business context of the technology industry - Sales, Services, Engineering, Supply Chain
Compensation
Dell is committed to fair and equitable compensation practices. The salary range for this position is $122,400 - $158,400.
Benefits and Perks of working at Dell Technologies
Your life. Your health. Supported by your benefits. You can explore the overall benefits experience that awaits you as a Dell Technologies team member - right now at MyWellatDell.com
Who we are
We believe that each of us has the power to make an impact. That's why we put our team members at the center of everything we do. If you're looking for an opportunity to grow your career with some of the best minds and most advanced tech in the industry, we're looking for you.
Dell Technologies is a unique family of businesses that helps individuals and organizations transform how they work, live and play. Join us to build a future that works for everyone because Progress Takes All of Us.
Dell Technologies is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. Read the full Equal Employment Opportunity Policy here.
Auto-ApplyOncology (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
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-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
_________________________________________________________________________________________________
SUPERVISORY RESPONSIBILITES:
* None
_____________________________________________________________________
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
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
_________________________________________________________________________________________________
SUPERVISORY RESPONSIBILITES:
· None
_____________________________________________________________________
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