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Business advisor jobs in Laguna Niguel, CA - 370 jobs

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  • Business Development Coordinator

    Bernards 4.1company rating

    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
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  • MS Business Central Developer

    Bob s Watches 4.4company rating

    Business advisor job in Newport Beach, CA

    We are the leading online retailer of luxury watches including Rolex, Cartier, OMEGA and more. Our mission is to build the premier destination for consumers looking to buy or sell luxury timepieces ion a safe and transparent marketplace. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be consumer focused. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like us. We are currently seeking a hard-working Business Central Specialist to become a valuable member of our team. This is a great opportunity to join a growing global company. A company that is helpful, supportive, and collaborative in the growth of your career every step of the way. We offer a comprehensive hands-on training program to develop qualified candidates into successful members of our team! Job Summary Implement and configure Microsoft Dynamics 365 Business Central according to Global Solutions' specific requirements Conduct system analysis and gather business requirements for designing and customizing Business Central modules Assist in migrating data from legacy systems, such as QuickBooks, and other ERP platforms to Business Central Collaborate with specific vendors on Business Central implementations, following precise guidelines Work with cross-functional teams, including developers, project managers, and end-users, to ensure successful implementation and integration with existing systems Provide day-to-day technical support and troubleshooting for Business Central users Customize reports, dashboards, and workflows in Business Central to improve data visibility and streamline operations Supply at least three references to demonstrate proven experience This is a full-time, on-site role only. Remote work is not available Qualifications Minimum of 7 years' experience with Business Central, including at least 5 full implementations as the lead implementer Proven expertise in implementing and configuring Microsoft Dynamics 365 Business Central Proficiency in Business Central customization Skilled in customization, extension, and development within Business Central using AL extensions Direct experience working with Accounting teams and implementing their feature requests Solid understanding of core Business Central modules, especially financial management Knowledge of general accounting principles for the US and other countries. Experience in an M365 environment Experience integrating Business Central with various applications Education College diploma required. Bachelor's degree in business or a computer-related field What We Offer Hourly, Non-Exempt position Monthly food credits for meals Unlimited snacks and coffee bar at no cost, available on site Retirement plan Medical, Dental & Vision Insurance 40 hours of Paid Sick Leave Join an Award-Winning Team! We're proud to share that we were voted one of America's Best Retailers in USA Today's Top 500 list - a testament to our commitment to excellence, innovation, and customer satisfaction. If you're passionate about delivering top-tier service and want to be part of a nationally recognized brand, we'd love to meet you! The Company reserves the right to alter or amend an employee's job responsibilities at any time based on the needs of the business. We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws. If you require alternative methods of application or screening, you must approach the employer directly to request this. CME International, LLC, dba Bob's Watches is an equal opportunity employer.
    $151k-258k yearly est. Auto-Apply 60d+ ago
  • MGMT 484-7: Foundations of Generative AI for Business Leadership (Spring 2026)

    California State University San Marcos 3.5company rating

    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 Solutions Advisor - Main and Ellis Financial Center

    Bank of America Corporation 4.7company rating

    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 4.9company rating

    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 Strategist

    CIE Tours 4.0company rating

    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. 3.7company rating

    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 3d ago
  • Business Development Associate

    Toyota of Hemet 4.3company rating

    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 4.4company rating

    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. 10h ago
  • Lecturer Pool - Senior Experience Advisor AY 2025/26

    California State University System 4.2company rating

    Business advisor job in San Marcos, CA

    Minimum qualifications: * A master's degree in the area of marketing or closely related field. * 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 in the area of marketing or closely related field. * Skills and experience in project management and/or coaching and mentorship * Instructional background with students at the university level * Expertise in business management, marketing and sales, accounting, finance, management information systems, organizational behavior, data analytics, supply chain, entrepreneurship, or human resources. * 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 i.e. a résumé) * Contact information for three current references * Letter of interest (uploaded) Timeline: Applications are accepted and reviewed as needed, on an ongoing basis throughout 2025/26 Academic Year. All applications will receive consideration as positions open. If there is an opening that matches your background, you will be contacted. The University is particularly interested in candidates who have experience working with students from diverse backgrounds and a demonstrated commitment to improving access to higher education for under-represented groups. 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 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. 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 in CSU Executive Order 1083 Revised December 22, 2020 as a condition of employment. An offer of employment is contingent upon execution of an Acknowledgement of Mandated Reporter Status and Legal Duty to Report Child Abuse and Neglect form. Signing the form is a prerequisite to employment and failure to sign will result in any offer of employment being withdrawn. Advertised: Jul 14 2025 Pacific Daylight Time Applications close: May 31 2026 Pacific Daylight Time
    $5.5k-6.7k monthly 60d+ ago
  • Microsoft 365 Business Central Specialist

    Ams 4.3company rating

    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
  • Business Solutions Advisor - Rancho Santa Margarita Financial Center

    Bank of America 4.7company rating

    Business advisor job in Rancho Santa Margarita, CA

    Rancho Santa Margarita, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************************************* **:** 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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $81k-105k yearly est. 38d ago
  • Oncology (Genitourinary) Business Specialist - Long Beach, CA

    Astellas Pharma 4.9company rating

    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 4.4company rating

    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. 4.3company rating

    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
  • Small Business Expert- Multiple Positions (Food, Growth/Scaling, Manufacturing, Procurement/Contracting, and Retail)/IESBDC (UEC)

    California State University System 4.2company rating

    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 Development Associate

    Toyota of Hemet 4.3company rating

    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 - Rancho Santa Margarita Financial Center

    Bank of America Corporation 4.7company rating

    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
  • Oncology (Genitourinary) Business Specialist - Long Beach, CA

    Astellas Pharma, Inc. 4.9company rating

    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 4.4company rating

    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.
    $80k-103k yearly est. 10h ago

Learn more about business advisor jobs

How much does a business advisor earn in Laguna Niguel, CA?

The average business advisor in Laguna Niguel, 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 Laguna Niguel, CA

$110,000
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