Business Analyst/Marketing Analyst
Business advisor job in Santa Clara, CA
Hello All,
Greetings from Rootshell Inc.
Rootshell Enterprise Technologies Inc. is a recognized provider of professional IT Consulting services in the US. We are actively seeking Business Analyst/Marketing Analyst for one of our client, Please share your resume with current location & full contact info
Job Title:Business Analyst/Marketing Analyst
Location:Santa Clara, CA - Hybrid
Employment Type: Contract
Job Description:
Skills: Must Haves:
-7-10 years of experience as a Marketing Analyst -Experience working with Marketing and IT teams
-Expertise with Jira -Understanding of basic data concepts (ex. GCP, Attributes, fields)
-Experience with integration of Salesforce.com
-Familiarity with marketing systems such as Marketo, NOOK, LeanData, and Onclusive
With regards
Naveen | Talent Acquisition
Rootshell Enterprise Technologies Inc.
*********************** | ********************
Principal Consultant
Business advisor job in Palo Alto, CA
Principal Consultant (Tech/Media/Entertainment)
Palo Alto, California
Fractal is a strategic AI partner to Fortune 500 companies with a vision to power every human decision in the enterprise. Fractal is building a world where individual choices, freedom, and diversity are the greatest assets; an ecosystem where human imagination is at the heart of every decision. Where no possibility is written off, only challenged to get better. We believe that a true Fractalite is the one who empowers imagination with intelligence. Fractal has been featured as a Great Place to Work by The Economic Times in partnership with the Great Place to Work Institute and recognized as a ‘Cool Vendor' and a ‘Vendor to Watch' by Gartner.
Please visit Fractal | Intelligence for Imagination for more information about Fractal
Location: Palo Alto, California
Note: This position is not eligible for Immigration Sponsorship
at this time.
Position Overview:
We are looking for a Principal Consultant to join our team in the Technology, Media and Entertainment Practice. The ideal candidate possesses a passion for the art and science of data-driven decision making; and for improving the analytical insights and technology used by marketing and product leaders to achieve our bold company goals. You will help address the sophisticated challenges of marketing effectiveness, return on investment, experimental design, measurement strategy, consumer behavior, product design, and marketing channel effectiveness.
Consulting lead in the Technology, Media and Entertainment Practice, responsible to own parts of our client relationships, make them successful (NPS), and grow these relationships while building a world-class analytics team.
Responsibilities:
Develop data science/analytics frameworks that add value to addressing client needs, Interface with the client on a regular basis to understand and address their business problems through these frameworks
Use problem solving methodologies to propose creative solutions to solve business problem. Recommend design and develop state-of-the-art data driven analysis using statistical & advanced analytics methodologies to solve business problems.
Lead client engagement managers and guide to execute end to end client engagements.
Build deep client relationship, network & be a thought partner. Anticipate business problems & deliver par excellence.
Responsible for managing multiple consulting and analytics engagements with a team
Proactively review client deliverables prior to sharing them with client - they are expected to confirm approach, insights and results.
Team management to ensure appropriate staffing, utilization and quality assurance
Define standard metrics and KPIs for clients and establish processes to measure them
Generate insights and present findings and deliverable to client that meets business requirements
Provide high-end consulting and thought leadership to clients at the business heads level and help them sharpen their business strategies by way of implementing analytical models to realize the business objectives
Job Duties (Indicative time split):
Recommend, design, and develop state-of-the-art data driven analysis using statistical and advanced analytics methodologies to solve business problems (10%)
Provide analytics and data driven consulting solutions to clients across verticals (5%)
Develop models and recommend insights (10%)
Form hypotheses and run experiments to gain empirical insights and validate these hypotheses (10%)
Identify and mitigate possible risks and identify alternative creative solutions (10%)
Lead client engagements independently; and execute end to end client engagements; ensure regular client updates and meetings, perform stakeholder management and risk analysis for the project, track and monitor status of success metrics and ensure that they are implemented effectively and efficiently (15%)
Build deep client relationships, network, and be a thought partner; understand and translate client business problems to data driven solutions (5%)
Anticipate business problems, develop domain expertise to deliver solutions that solve current and future client problems; and communicate results and the value of the results to business leaders (5%)
Support the development of proposals and pitches for new business development; focus on opportunities to grow the client base along with the client partner, while supporting the sales team as required for RFPs and regular sales pitches (10%)
Leverage the professional network to create opportunities to grow business at Fractal; develop his own brand and Fractal's brand as a thought leader in the area of analytics by publishing papers, contributing to blogs, and speaking at industry events (10%)
Contribute to firm growth by participating and conducting training sessions; and participate in other activities that make Fractal an employer of choice (10%)
Qualifications:
10+ years of relevant Data Science / Analytics experience with a Bachelors / Master's degree in Engineering, Business, Economics/ Statistics or equivalent
4+ years of experience in Technology, Media and Entertainment domain
Possess strong marketing, customer analytics/ logical thinking skills and clarity of thought
Ability to communicate clearly and present to senior leadership/executives
Enable and demonstrate innovative thinking and inspire innovative action
Leverage communication to inspire others. Exhibit a commitment to being a team player with a flexible “can do” attitude and strong interpersonal skills
Demonstrate the knowledge, skills and abilities concerning global business fundamentals, business models, ethics, competitive analysis and cross-cultural/geographical sensitivities
Pay:
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Fractal, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is: $160,000 - $230,000. In addition, for the current performance period, you may be eligible for a discretionary bonus.
Benefits:
As a full-time employee of the company or as an hourly employee working more than 30 hours per week, you will be eligible to participate in the health, dental, vision, life insurance, and disability plans in accordance with the plan documents, which may be amended from time to time. You will be eligible for benefits on the first day of employment with the Company. In addition, you are eligible to participate in the Company 401(k) Plan after 30 days of employment, in accordance with the applicable plan terms. The Company provides for 11 paid holidays and 12 weeks of Parental Leave. We also follow a “free time” PTO policy, allowing you the flexibility to take time needed for either sick time or vacation.
Fractal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Principal Consultant (SAP SCM)
Business advisor job in Emeryville, CA
Immediate need for a talented Principal Consultant (SAP SCM). This is a fulltime opportunity with long-term potential and is located in Emeryville CA (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID:25-91880
Pay Range: $145000 - $165000/annum. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
Lead and manage end-to-end SAP implementation and support project with functional expertise in SCM (SAP MM, IM, Procurement)
Provide functional expertise and guidance to project teams, ensuring adherence to best practices and standards.
Configure and support SAP modules for Procurement, Inventory Management, Supply Chain Planning, and related areas.
Collaborate with procurement, logistics, and supply chain teams to streamline workflows within SAP.
Develop functional specifications for customizations and enhancements.
Define and manage master data for materials, vendors, and purchasing conditions.
Provide user training, and troubleshoot issues in SCM-related processes.
Manage and mentor team members, fostering a culture of collaboration and continuous improvement.
Act as the primary point of contact for clients, ensuring clear communication, expectation management, and timely resolution of issues.
Ensure compliance with project timelines, budgets, and quality standards.
Key Requirements and Technology Experience:
Skills-SAP, SAP SCM, material Management
Our client is a leading IT Industry and we are currently interviewing to fill this and other similar fulltime positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
Startup Business Development - Inception
Business advisor job in Santa Clara, CA
Startups are driving disruptive AI-powered innovation across every major industry. NVIDIA supports these emerging technologies by partnering with leading startups to leverage AI, HPC, and edge computing. NVIDIA Inception, an acceleration platform for AI and GPU-accelerated startups, provides go-to-market support, expertise, and technology to more than 30,000 startup members.
This new role offers the right candidate the opportunity to shape NVIDIA's work with the global startup ecosystem by helping us build the processes, AI-tools, and personal relationships with founders, VCs, and NVIDIA leaders. You will develop new scalable program motions that allow NVIDIA to reach the most important startups in the world.
What you'll be doing:
* Engage with leading startups focusing on platform adoption, co-selling opportunities and go-to-market initiatives
* Scout, identify, and recruit top startups to join NVIDIA Inception program
* Expand the NVIDIA Inception program ecosystem by aligning with leading innovation labs, venture capital firms and industry software vendors (ISVs)
* Collaborate with program and regional leaders to develop strategies and resources that ensure full support for strategic startups
* Report on data driven key business metrics to show impact on startup ecosystems
* Identify key stakeholders for startup engagements within NVIDIA Inception as well as DevRel and Sales.
What we need to see:
* BS/MS or equivalent experience
* 8+ years of relevant work experience such as startup accelerators and incubators, executive or management positions at startups or platform ecosystem development at automotive or manufacturing companies
* Strong knowledge of the startup and VC ecosystems, in the US and globally.
* Experience in relevant technologies, computing, and deep learning application development is a plus
* Can-do attitude and high energy with leadership and excellent interpersonal skills and possess ability to learn complex concepts in a fast-paced environment.
Ways to stand out from the crowd:
* Background in a venture backed startup or exit with a deep network of connections into AI startups and VCs.
* Experience working on AI model training/inferencing and other GPU-related technologies
* Experience in successfully leading strategic partnerships and/or business development programs.
* Experience working with and solution selling to developers and advanced technology startups.
NVIDIA is widely considered to be one of the technology world's most desirable employers! We have some of the most forward-thinking and hardworking people in the world working for us. If you're creative and autonomous, we want to hear from you!
#LI-Hybrid
Your base salary will be determined based on your location, experience, and the pay of employees in similar positions. The base salary range is 152,000 USD - 247,250 USD for Level 4, and 184,000 USD - 299,000 USD for Level 5.
You will also be eligible for equity and benefits.
Applications for this job will be accepted at least until December 6, 2025.
NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.
Auto-ApplyBusiness Continuity Manager
Business advisor job in Fremont, CA
@HYVE Solutions, missions to help customers, business partners, and employees achieve success through shared goals, strategies, resources and technology solutions.
Hyve Solutions, we deliver custom Server, Storage, and Networking Solutions to the world's largest Cloud, Social Media, and Enterprise companies-a leader in the data center solutions industry, designing, and manufacturing. We pride ourselves on collaboration, innovation and thought leadership. Our team consists of diverse, forward-thinking individuals who dare to challenge the status quo, while working with many of the world's biggest customers. Hyve Solutions is a subsidiary of TD Synnex Corporation, a Fortune 500 company. Become part of a team that thrives on excellence in a fast-changing, high-growth technology environment!
As a Business Continuity Manager, you will play a crucial role in ensuring the continuity and resilience of our company. You will be responsible for developing and implementing comprehensive business continuity plans and strategies, conducting risk assessments, and coordinating recovery efforts. This role requires strong analytical, problem-solving, and project management skills, as well as the ability to work effectively with stakeholders at all levels of the organization. It also requires effective working and management skills under pressure.
Responsibilities
• Develop and maintain an up-to-date business continuity program, including policies, procedures, and plans, in alignment with industry best practices, ISO 22301 standard and regulatory requirements.
• Work with the Business Continuity Specialist to conduct thorough risk assessments to identify potential threats and vulnerabilities to the organization's operations, systems, and infrastructure.
• Collaborate with cross-functional teams to ensure the development and testing of business continuity and disaster recovery plans for critical business functions and systems.
• Coordinate and facilitate regular training and awareness programs with our facilities, sites and offices to enhance the organization's preparedness and response capabilities.
• Coordinate with communications team to establish and maintain effective communication channels and protocols to ensure timely and accurate dissemination of information during a crisis or disruption.
• Conduct regular exercises and simulations to assess the effectiveness of business continuity plans and identify areas for improvement.
• Monitor and evaluate emerging trends, technologies, and regulatory changes related to business continuity management, and make recommendations for enhancements to the program as necessary.
• Serve as a point of contact internal and external stakeholders to communication about our Business Continuity Program
• Develop Sub-tier strategy(s) for monitoring direct suppliers and sub-tier BCPs on an annual basis aligned to ISO 22318 Guidelines
• Lead the response and recovery efforts with identified crisis management teams during incidents, ensuring that appropriate actions are taken to minimize the impact on the organization's operations and reputation.
• Prepare and present reports and recommendations to senior management and executive leadership on the status of the business continuity program
Required skills
Key skills include strong knowledge of business continuity management principles and best practices, analytical and problem-solving abilities, project management, and communication skills. Proficiency in business continuity management software is also beneficial.
Required Qualifications
1. Bachelor's degree in business administration, risk management, or a related field. A master's degree is preferred.
2. Professional certifications in business continuity management, such as CBCP or MBCI are highly desirable.
3. Minimum of 5 years of experience in business continuity management or a related field, with a proven track record of success.
4. Experience in developing and implementing business continuity plans and strategies within a complex organizational structure.
5. Strong knowledge of industry standards and frameworks, such as ISO 22301 or NIST SP 800-34
6. Experience in conducting risk assessments and business impact analyses.
7. Familiarity with regulatory requirements and compliance frameworks related to business continuity management.
8. Experience in leading and facilitating crisis management exercises and simulations.
9. Demonstrated ability to effectively coordinate and collaborate with cross-functional teams and external stakeholders.
10. Strong knowledge of technology systems and infrastructure, with the ability to assess their vulnerabilities and recommend appropriate controls.
11. Requires Travel (25%) including international travel
Hyve Perks
Every Day is Casual Day • Company Discounts • Community Involvement Opportunities • Profit Sharing • Medical, Dental & Vision Insurance • 401k • FSA & HSA • Paid Vacation, Holiday & Sick Days • Employee Stock Purchase Plan • Tuition Reimbursement • Live Well Work Well Program • And More
@ HYVE Solutions, we believe employees are our greatest asset and we empower them to make a difference in our business. Diversity and inclusion make us all better. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.
Auto-ApplyService & Parts Business Development Advisor
Business advisor job in San Jose, CA
Job Title: Service & Parts Business Development Advisor Reports to: Service & Parts Manager(s)
The Business Development & Customer Support Representative plays a key role in expanding Mission Valley Ford & Kubota's customer base while strengthening relationships with existing clients. This hybrid role blends business development, sales, and customer service, focusing on generating revenue for our Parts, Service, and Body Shop departments while ensuring every customer has an outstanding experience.
The ideal candidate is a proactive communicator who thrives on building long-term relationships, identifying new business opportunities, and delivering personalized support to commercial, fleet, and municipality customers.
Essential Duties & Responsibilities
Build and maintain strong relationships with customers through on-site visits, calls, and ongoing communication.
Identify and pursue new customer opportunities to increase parts, service, and body shop sales.
Conduct local outreach to fleet managers and maintenance personnel to expand business and strengthen loyalty.
Collaborate with internal departments (Parts, Service, Marketing, Sales) to deliver a consistent and customer-focused experience.
Introduce new products, promotions, and service offerings to existing and potential clients.
Perform joint calls with vendors, department managers, and salespeople as needed.
Resolve customer inquiries, issues, and complaints promptly and professionally.
Maintain accurate customer records, daily call reports, and CRM data.
Provide feedback to management on customer satisfaction and market trends.
Attend trade shows, networking events, and customer appreciation functions to promote dealership visibility.
Work with the Marketing Manager to align customer outreach and advertising with dealership brand standards.
Key Areas of Focus
Ford & Kubota Parts and Service Sales
Fleet, Commercial, and Municipality Accounts
Mobile Service and Truck Body Manufacturing
Customer Retention and Relationship Rebuilding
Qualifications
High School Diploma or GED required; Associate or Bachelor's degree preferred.
1+ year of experience in sales, business development, or customer support (automotive or heavy equipment industry preferred).
Strong communication and interpersonal skills with a customer-first mindset.
Proficient in Microsoft Office and CRM tools.
Valid driver's license and reliable transportation for local travel.
Ability to manage multiple accounts and work both independently and collaboratively.
Physical Demands & Work Environment
Ability to drive long distances and lift up to 25 lbs.
Regularly required to sit, type, and communicate via phone and in person.
Work performed both indoors and outdoors, with occasional exposure to mechanical environments.
Some evening and weekend hours may be required.
Compensation & Benefits
Competitive base salary plus commission/bonus opportunities.
Comprehensive benefits package; medical, dental, vision, life insurance, and 401(k) with company match.
9 paid holidays and 120 hours of PTO after the first full year.
Paid childbirth and parental leave.
Supportive, family-owned culture celebrating over 39 years of success.
Ongoing training, professional development, and growth opportunities.
About Mission Valley Ford & Kubota
Mission Valley Ford & Kubota is a family-owned dealership group dedicated to serving California's truck and equipment needs for over 39 years. Our team thrives on integrity, customer satisfaction, and innovation - combining strong family values with modern business practices to deliver exceptional customer experience every time.
Benefits:
401(k)
Dental insurance
Employee discount
Health insurance
Paid time off
Auto-ApplyIntegrated Customer Experience Business Strategist
Business advisor job in San Jose, CA
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen.
We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours!
The Opportunity
We are looking for an experienced Strategist to support strategic initiatives and business planning across our Integrated Customer Experience (ICX) team. ICX combines frontline Sales and Support for Adobe, serving as the first point of contact for customers seeking assistance, inquiries, or opportunities to expand their Adobe footprint. You will collaborate and work closely with partners across Sales & Support Delivery, Business Operations, Product Management, Customer Data Insights & Analytics, FP&A to drive forward critical initiatives. From developing the business strategies - such as financial ROI models, marketplace comparisons, and piloting concepts - to developing and implementing strategies to accelerate scaling the team, this role is at the forefront of operationalizing ground-breaking ideas to evolve the business.
It is a role that requires a combination of strategic expertise, curiosity, maturity and grit, with excellent judgment, and exceptional range (no task is too small to be performed with excellence). This candidate will demonstrate quick learning and an impressive history of driving results. Most importantly, the candidate will deliver through strong relationships and use excellent communication to reach alignment across executive teams, keep projects on track, and have fun.
What You'll Do
* Partner with leadership to deliver strategic projects that enable the business to implement its highest priority initiatives (e.g. technology evaluations, building our customer value creation story; scaling sales operations; etc.)
* Use data to conduct in-depth analyses across areas of the business (e.g. customer segments / regions / product lines) to develop deep understanding of key drivers, identifying improvement areas and opportunities
* Manage day-to-day operational needs which may include leading complex multi-functional projects on behalf of VP of ICX
* Act as the strategic thought partner to various members of the Leadership team, helping craft the strategy for various business initiatives
* Encourage teams to break organizational assumptions and challenge status quo
What You'll Need to Succeed
* Strong interpersonal, analytical, and problem-solving skills, with a bent towards execution and results
* Ability to synthesize complex ideas and extract the significant nuggets of information relevant to a particular audience
* Assertive approach and track record of strategic story telling with ability to lead and influence all levels of partners, from working teams to executive leadership
* Experience with planning process, and/or metrics and measurement desired
* Strong communication skills, written and verbal
* High-energy, team-first attitude: Motivated to work hard in a fast-paced, ever-changing environment to help our growing business
Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $103,900 -- $209,100 annually. Pay within this range varies by work location and may also depend on job-related knowledge, skills, and experience. Your recruiter can share more about the specific salary range for the job location during the hiring process.
At Adobe, for sales roles starting salaries are expressed as total target compensation (TTC = base + commission), and short-term incentives are in the form of sales commission plans. Non-sales roles starting salaries are expressed as base salary and short-term incentives are in the form of the Annual Incentive Plan (AIP).
In addition, certain roles may be eligible for long-term incentives in the form of a new hire equity award.
State-Specific Notices:
California:
Fair Chance Ordinances
Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances.
Colorado:
Application Window Notice
If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs.
Massachusetts:
Massachusetts Legal Notice
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more.
Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
Regional Vice President - Business Development
Business advisor job in San Francisco, CA
Focus Partners Wealth (FPW) is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to elevate lives by leveraging the capabilities and expertise only the largest financial institutions can provide while delivering a deeply personalized experience. The Regional Vice President (RVP) is responsible for business development in the Bay area working within a team led by the Managing Director helping to drive growth and success for the firm by representing FPW within the Schwab Advisor Network (SAN) referral channel.
Primary Responsibilities
Leverage established custodian referral networks to increase market share and grow the firm's book of business.
Build an active pipeline of new client leads and opportunities to meet and exceed individual and firm client growth goals.
Engage regularly with Schwab Financial Consultants (FCs).
Develop and maintain prospective client relationships through high-touch, white glove service assuring regular contact and demonstrating a clear understanding of their situation and needs.
Own the full sales cycle from lead generation through closed business.
Collaborate cross-functionally between sales, marketing, and investment strategy group to ensure all sales collateral and proposal materials are effectively telling the
The RVP will be responsible for highlighting our unique value proposition and what is most important to each prospective client.
Deliver proposals to prospective clients.
Qualifications
Bachelor's degree required.
5+ years financial services experience with demonstrated results in business development and sales with investment clients; Schwab and Fidelity referral channel experience strongly preferred.
Proficient in Microsoft Office Suite, Salesforce, and custodian platforms.
Strong background in discussing investments and financial markets with clients.
Exceptional communication and presentation skills.
Clients at the core attitude.
Self-starter, energetic, and assertive.
Team player with excellent people skills.
Acute attention to detail, poised, and organized with a keen sense of urgency.
Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
As an RVP, your compensation is largely based on AUM growth, under a tiered payout model based on net revenue for every new client you bring on. Growth-related compensation is uncapped, giving you unlimited earning potential.
FPW will provide a competitive starting pay, generally in the $250,000-$300,000 range, tailored to your experience, expertise, geographic location, and skill set. This role is eligible for an annual bonus that is tied to a tiered structure, offering increasingly substantial compensation for greater AUM growth. This model is designed to significantly elevate total compensation for those who consistently outperform.
#LI-JS1
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit *******************************
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Auto-ApplyBusiness Messaging Specialist
Business advisor job in Menlo Park, CA
Meta is seeking an exceptional individual to serve as a Business Messaging Specialist, for our strategic clients in the United States. If you are a highly motivated team player who has experience in sales, product solutions, driving and measuring customer success, has a bias for action and rolling up your sleeves to get things done, and wants to unlock the potential of WhatsApp to serve millions of businesses, we would be excited to hear from you.This role will primarily focus in growing our WhatsApp Business Platform, which serves mid and large-sized clients in the US.The ideal candidate will have extensive Enterprise sales experience, preferably in driving growth and consumption for SaaS solutions, especially in a revenue-oriented role. The role requires both building and delivering success with our key clients, by providing the right solutions based on business needs, joint planning, and driving execution through internal cross functional teams and external partners. The candidate will possess proven skills around Sales, Solutioning, and Customer Success, and can effectively influence and communicate with top levels of management. The candidate will thrive in a team-oriented environment, working with the Product, Business Development, Marketing, Operations and Engineering teams to develop new ways we can improve the Business Messaging experience.
**Required Skills:**
Business Messaging Specialist Responsibilities:
1. 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
2. Demonstrate thought leadership and develop strategic client plans to drive growth against goals, including by reviewing forecasts, assessing and mitigating risks, and removing blockers
3. Develop and present compelling value propositions, business cases, along with commercial structure, for clients to drive measurable outcomes
4. 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
5. Engage relevant support and engineering teams to address issues, determine the root cause of problems, remove blockers, and improve overall experience
6. 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
7. 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
**Minimum Qualifications:**
Minimum Qualifications:
8. 8+ years of enterprise sales and business experience
9. Possess executive maturity, presence and experience in building trust with decision makers and articulating business value to key decision makers
10. 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
11. Analytical and problem-solving experience with large-scale systems
12. Experience operating autonomously across multiple teams, demonstrated critical thinking, and thought leadership
13. Bachelor's degree
14. Experience with performance measurement in SaaS/CPaaS, CRM, or Marketing Technology
**Public Compensation:**
$129,000/year to $187,000/year + bonus + equity + benefits
**Industry:** Internet
**Equal Opportunity:**
Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment.
Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@fb.com.
Business Development- Healthcare Sales
Business advisor job in San Jose, CA
Doctor Referral Institute serves specialty practices in the medical and dental field around the country, providing face-to-face representation with an experienced team and system to referral sources. Doctor referrals are the #1 marketing strategy for specialty practices, pharmacies and hospitals to attract new high-quality patients. A healthcare providers office being busy has nothing to do with them being profitable. DRI offers customized referral systems tailored for single practitioners to large group practices and has been the country's leader in referral development for the last 15 years.
Introduction: We are seeking a motivated and dynamic Business Development manager to join our growing team at Doctor Referral Institute. The ideal candidate must have existing relationships in healthcare and will be responsible for signing up physicians, medical practices, and healthcare organizations for our referral development system that grows the quality and profitability of the practice. This is an excellent opportunity for individuals who have relationships in the healthcare industry and are looking to build a large residual income. We have a turn key proven system for the team member to utilize.
Key Responsibilities:
Develop and sign contracts with specialists, and other healthcare providers in the medical or dental industry using our proven system.
Serve as the primary point of contact for physicians and medical practices to facilitate communication and provide information about our services.
Identify opportunities for new business development
Monitor physician feedback and relay relevant insights to leadership to improve service offerings.
Qualifications:
Proven experience in medical sales, pharma sales, physician liaison, sales, or healthcare business development (2-3 years preferred).
Must have existing healthcare relationships.
Strong communication and interpersonal skills with the ability to build relationships at all levels.
Excellent organizational skills with the ability to manage multiple tasks simultaneously.
Ability to work independently and as part of a team in a fast-paced environment.
Proficiency in Microsoft Office Suite and CRM tools.
Knowledge of healthcare industry trends, terminology, and regulations is a plus.
What We Offer:
Turnkey system for rapid growth.
Competitive pay.
Large residual income and opportunities for growth.
Professional development and training opportunities.
A collaborative and supportive work environment.
Opportunities for career advancement.
Intern, Global Business Insights & Operations
Business advisor job in South San Francisco, CA
Neurodegenerative diseases are one of the largest medical challenges of our time. Denali Therapeutics is a biotechnology company dedicated to developing breakthrough therapies for neurodegenerative diseases through our deep commitment to degeneration biology and principles of translational medicine. Denali is founded on the collaboration of leading scientists, industry experts, and investors who share the vision that scientific discovery energetically applied to translational medicine is the key to delivering effective therapies to patients.
We invite you to consider an opportunity with Denali to help achieve our goal of delivering meaningful therapeutics to patients.
The Opportunity
Denali is seeking a motivated candidate for an internship position in the Global Business Insights & Operations - Commercial, Medical Affairs, and Patient Advocacy team to support projects that bridge global commercialization insights and commercial operations excellence. The intern will contribute to strategic assessments of the global disease landscape in Denali's clinical areas of focus (neurodegenerative diseases, rare developmental diseases, oncology) while also helping optimize internal processes that enable Denali's commercial organization to scale effectively through its first launch of tividenofusp alfa.
Responsibilities
* Conduct secondary research and data analysis to characterize the global commercialization landscape for one or more of Denali's key assets, including market dynamics, competitive activity, access considerations, and patient/caregiver insights.
* Support the synthesis of research findings into clear, actionable insights that inform commercial strategy
* Partner with members of the Global Business Insights and Commercial Operations teams to improve internal tools, reporting processes, and/or operational workflows that support commercial effectiveness and decision-making during early launch window of tividenofusp alfa.
* Contribute to the design and execution of key deliverables (e.g., market landscape summaries, dashboards, or process improvement proposals).
* Present findings to cross-functional stakeholders at the end of the internship.
Requirements
* Candidates should currently be enrolled & pursuing a Master of Business Administration (MBA). Undergraduate BA/BS in Health Sciences, Business / Economics or related discipline is preferred.
* Self- and results-driven, organized, resourceful, adaptable and collaborative
* Bold and creative thinker with a curious nature, eager to learn about the complexities of the business of healthcare and biotech
* Evident communication and analytical skills
* High degree of proficiency with the MS Office Suite or Google equivalent
* Manifested interest in the healthcare industry or biopharma is highly desirable
The expected wage for this position based on the South San Francisco California office location is $136,000.00 annualized and prorated on length of assignment. Paid holiday time off is based on Denali's designated holidays. Interns who live more than 50 miles away from the office are eligible for an additional housing stipend.
Job Facts
* Start Date: Summer 2026
* Length of Assignment: 8 - 12 weeks
* Location: Denali Headquarters, South San Francisco, CA
* Job Type: Paid Internship
This compensation and benefits information is based on Denali's good faith estimate as of the date of publication and may be modified in the future.
Denali is committed to its core company value of unity by creating a diverse and inclusive environment. We are proud to be an equal opportunity employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, basis of disability, or any other federal, state, or local protected class.
Business Development Center/BDC Sales/Reception
Business advisor job in San Jose, CA
United Imports Auto Group is an established, successful dealer group with over 5 stores in California! We represent top brands such as Nissan INFINITI, Hyundai and Mitsubishi, and High Line Dealership.
What We Offer
Competitive compensation plan
Salary: Starting at $4,000 with the opportunity to earn as much as $12,500 a month
Opportunity for bonus' and commission
Medical, Dental, and Vision Insurance
PAID Training
Paid time off
401(k)
Premium, ongoing professional development
This is a full time position, 8 hour shifts.
Responsibilities:
Drive traffic for the sales department by setting appointments for prospective customers
Handling incoming calls, following up on customer visits, responding to Internet request,
Answer customer calls and establish follows-up with sales appointments
Provide customers with initial product information & direct them to the appropriate dealership resources
Follow up with leads that are not ready to make an appointment or no-shows
Requirements:
Previous call center experience is a huge plus
Dealership experience preferred but not required
Team-oriented • Prompt and courteous
Willing and able to make a designated amount of outbound calls each day
Possess excellent communication skills
Comfortable with computers and technology systems
Phone experience at any level is preferred but not required
Notice to all Applicants: We are a drug free workplace. We perform pre-employment drug testing.
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Auto-ApplyBusiness Development
Business advisor job in Morgan Hill, CA
Advance Construction Technology (ACT) has a successful track record providing general construction, re-roofing, and building maintenance services exclusively for apartment, condo and townhome communities. The ACT team is crafted from business and construction professionals that offer every project, small or large, an optimum level of knowledge and skill. This combined vast knowledge and experience allows for unlimited development of services for our clients needs, and the ability to determine quality construction solutions that achieve your financial needs together.
Our staff is friendly and knowledgeable and strategically located by region to ensure excellent support and communication during construction and roofing processes. We strive to build every project with the highest level of professionalism.
Job Description
Develop and implements strategic sales and personal marketing plans to cultivate, financially grow and manage our overall business within the Bay Area multi-family construction market. Achieves booking, gross margin, and construction sales and revenue goals.
Qualifications
Essential Job Duties and Responsibilities:
Identify, qualify, and secure new business opportunities by cultivating relationships with community managers, property managers, and property owners
Manage the preparation and presentation of project bid documents.
Use advanced sales tools to generate a variety of sources to solicit prospective clients by phone and in person.
Establish and meet goals for closing rates and days to close.
Listen and recommend solutions to new and existing clients to their maintenance "points of pain".
Work closely with existing staff and ownership to plan and secure information on equipment and customer specifications in all aspects of winning, retaining, and growing accounts.
Maintain relationships within target client associations.
Propose and implement sales and marketing strategies to gain market share.
Other duties and special projects as assigned.
Follows through on projects sold to ensure satisfactory completion. Ensures an effective and efficient sale to operations turnover and monitors progress. Assists in resolving customer conflicts, collections and other customer satisfaction issues as needed.
Knowledge, Skills and Experience required:
2+ years experience in key account management, business development and contract negotiation in a service industry.
Prefer experience in multi-family including trade organizations such as CAI, ECHO, CACM, BOMA or TCAA
General industry knowledge.
Outstanding verbal and written communication skills.
Computer skills including knowledge of Microsoft Office applications.
Organizational and time management skills.
A track record of growing revenue by identifying potential clients and closing sales.
A valid drivers' license
Additional Information
All your information will be kept confidential according to EEO guidelines.
Business Development Center/BDC Sales/Reception
Business advisor job in San Jose, CA
Job Description
United Imports Auto Group is an established, successful dealer group with over 5 stores in California! We represent top brands such as Nissan INFINITI, Hyundai and Mitsubishi, and High Line Dealership.
What We Offer
Competitive compensation plan
Salary: Starting at $4,000 with the opportunity to earn as much as $12,500 a month
Opportunity for bonus' and commission
Medical, Dental, and Vision Insurance
PAID Training
Paid time off
401(k)
Premium, ongoing professional development
This is a full time position, 8 hour shifts.
Responsibilities:
Drive traffic for the sales department by setting appointments for prospective customers
Handling incoming calls, following up on customer visits, responding to Internet request,
Answer customer calls and establish follows-up with sales appointments
Provide customers with initial product information & direct them to the appropriate dealership resources
Follow up with leads that are not ready to make an appointment or no-shows
Requirements:
Previous call center experience is a huge plus
Dealership experience preferred but not required
Team-oriented • Prompt and courteous
Willing and able to make a designated amount of outbound calls each day
Possess excellent communication skills
Comfortable with computers and technology systems
Phone experience at any level is preferred but not required
Notice to all Applicants: We are a drug free workplace. We perform pre-employment drug testing.
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Business Development Center
Business advisor job in Fremont, CA
Job Description
We are a company that not only sells and services vehicles, we provide a world class buying experience for our guests. Working at Premier Auto Group is more than just a job, it's a career! We have an amazing management and training team to ensure that each employee has the necessary tools and support to be successful at Premier Auto Group.
We are currently seeking a Service/Sales (BDC Representative)
A BDC position at a car dealership stands for Business Development Center representative, who is responsible for handling inbound and outbound customer communications to generate leads and schedule appointments. The goal of this role is to support the sales and service teams by providing a smooth customer experience through phone calls, emails, and online inquiries, and to increase overall dealership sales. Responsibilities and functions
Customer communication: Answering calls, responding to emails, and managing online inquiries from potential customers.
Appointment setting: Scheduling appointments for customers to meet with sales or service staff.
Lead generation and management: Nurturing leads and passing on high-potential customers to the sales team.
Customer follow-up: Conducting follow-up calls and providing information to ensure customer satisfaction.
Data and technology: Using the dealership's Customer Relationship Management (CRM) system and other tools to manage customer interactions and data.
Skills and qualifications
Strong communication and interpersonal skills, including professional, positive, and persuasive language.
Proficiency with computers and office software, such as Microsoft Office.
Organizational skills and attention to detail.
Ability to work in a fast-paced environment and handle a high volume of communication.
Adaptability and a customer-focused attitude.
Previous customer service or sales experience is often preferred.
Sales and Business Development Apprenticeship
Business advisor job in San Francisco, CA
Elite Apprenticeships is an apprenticeship training startup in San Francisco focused on helping businesses build more effective teams and millennials forge long lasting & rewarding careers. We are the US spin-off of the market-leading apprenticeship agency MiddletonMurray (************************ in the UK.
Our mission is to disrupt the higher education & recruitment market in the US by expanding apprenticeships as a new and innovative workforce development initiative across the country.
We are dedicated to delivering the highest standards of training and mentorship to all our apprentices to help them become the next generation of elite talent within the businesses and industries in which they are employed.
Job Description
We are looking for a Sales & Business Development Apprentice (SBD) to join our San Francisco-based team who is intellectually curious, willing to learn, and hard-working. As an SBD, you will be the first sales contact that a prospect has with Elite Apprenticeships. Using outreach emails, phone calls, and social media, you will connect with the right person using the best possible message to set appointments for our sales teams. This is a great opportunity to learn the fundamentals of sales and work with a product-centric team.
Responsibilities:
Prospect for new leads
Understand and effectively communicate our offering and appeal to a variety of prospects by phone and email
Efficiently manage a high volume of both outbound and inbound conversations
Schedule quality meetings
Qualify, prioritize, and close both outbound and inbound leads
Manage and maintain a pipeline of interested prospects
Ensure a seamless hand-off of appointments to the rest of the sales team
Accurately enter, update, and maintain daily activity and prospect information in our CRM
Analyze sales data and recommend new outreach strategies
Exceed monthly and quarterly qualified appointments objectives
Qualifications
Associate or Bachelor's degree or equivalent experience
Strong verbal and written communication skills
Desire to grow and excel in a sales position
Individual and team contributor
Ability to both give and receive feedback
A commitment to learning, being adaptable, and having a great attitude
Commit to a 1 year apprenticeship
Additional Information
All your information will be kept confidential according to EEO guidelines.
Business Development
Business advisor job in San Francisco, CA
Hi, welcome to the opening paragraphs which are defined in Settings -> Job Site. We'll show this in a moment.Lever builds modern recruiting software for teams to source, interview, and hire top talent. Our team strives to set a new bar for enterprise software with modern, well-designed, real-time apps. We participated in Y Combinator in summer 2012, and since then have raised $73 million. As the applicant tracking system of choice for Netflix, Eventbrite, ClearSlide, change.org, and thousands more leading companies, Lever means you hire the best by hiring together.
Lever is an equal opportunity employer. We are committed to providing reasonable accommodations and will work with you to meet your needs. If you are a person with a disability and require assistance during the application process, please don't hesitate to reach out! We celebrate our inclusive work environment and welcome members of all backgrounds and perspectives. Learn more about our team culture and commitment to diversity and inclusion.
Auto-ApplyBusiness Development, San Francisco
Business advisor job in San Francisco, CA
We're a fast-growing startup revolutionizing tech hiring through our Match Day platform. We're building the first agentic hiring marketplace where top engineers join and receive interview requests directly from leading AI companies - complete with confirmed salary numbers upfront. Recently launched, we've already attracted thousands of engineers to our platform and are connecting them with the most innovative companies in tech.
The Role
We're seeking a relationship-driven sales professional to represent our recruiting platform in the San Francisco market. This is a full-cycle sales/business development role with account management responsibilities that combines industry expertise with hands-on execution. This role requires someone who can leverage existing networks, build scalable sales processes, and manage the complete client lifecycle from prospecting through renewals.
What You'll Do
Drive new client acquisition through your network in the San Francisco tech recruiting ecosystem, building relationships with VCs, talent partners, and portfolio companies
Own the complete client lifecycle from prospecting through renewals - manage the full sales cycle, then handle ongoing account management, Match Day collaboration, and strategic relationship expansion
Represent Fonzi at 2+ SF events monthly - independently show up, set up, facilitate, and work the room at our hosted industry events
Build scalable sales processes from scratch while working closely and cross-functionally with Marketing, Recruiting, and Engineering teams to improve our product as we figure out what works in this early-stage environment
Who You Are
We're looking for someone with one of these profiles:
Full-desk recruiter with extensive client relationships looking to transition to BD
Business development or sales professional from a recruiting agency or recruiting technology company
Talent partner from a VC firm with portfolio company connections
Former recruiting company owner/operator with proven sales and relationship management experience
Required Experience
Strong existing network in the San Francisco tech recruiting ecosystem
Deep understanding of recruiting processes, pain points, and account management best practices
Proven ability to build and maintain client relationships through the full lifecycle from prospecting to renewals
Comfortable working in an early-stage, ambiguous environment with minimal structure
Self-directed with ability to develop sales processes from scratch
Experience representing a company at industry events
What Makes You Successful
You're a connector, not a cold-caller - Our most successful client acquisitions come from real relationships, not traditional sales tactics
You thrive without a playbook - We're still figuring out what works, so you need to be comfortable experimenting and iterating
You understand recruiting deeply - You can have credible conversations about recruiting challenges because you've lived them
You think beyond your rolodex - While your network gets you started, you're excited about building scalable systems for the future
What Makes This Special
Ground floor opportunity - You'll be instrumental in defining how we approach sales, account management, and business development
Relationship-first culture - We prioritize authentic connections and long-term partnerships over transactional relationships
Solving real problems - Our Match Day platform addresses genuine pain points you've experienced in recruiting
Collaborative environment - You'll work closely with founders who are deeply involved and accessible
Focus on the right metrics - Take a data driven approach to ensuring you achieve your sales goals
Tech-enabled future - Be part of evolving from traditional recruiting toward an innovative, AI-powered model
Complete ownership - Own the entire client experience and help define what success looks like
Location
San Francisco - Remote + In-Person Events
*Onboarding Week in NYC
Auto-ApplyBusiness Solutions Advisor - Morgan Hill Financial Center
Business advisor job in Morgan Hill, CA
Morgan Hill, 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.
Advisory Solution Consultant, Global Solution Consulting - Core Business Workflows
Business advisor job in Santa Clara, CA
It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone.
Job Description
ServiceNow's Core Business Workflows (CBWF) - encompassing HR, Workplace, Finance, Procurement, Legal, and other shared services - bring together the essential operations that power the heart of every organization. By connecting people, processes, and systems on a single AI-native platform, ServiceNow helps enterprises deliver seamless experiences, automate repetitive work, and drive strategic outcomes across departments.
As an Advisory Solution Consultant on the Global Solution Consulting team, you will play a key role in scaling field readiness and global enablement across the CBWF business. This role is ideal for someone who loves to be hands-on with technology, enjoys translating product innovation into compelling stories, and thrives in a global, cross-functional environment.
You'll bring strong technical depth - with the ability to manage and maintain demo and lab environments, validate solution builds, and collaborate with DemoHub and field teams to ensure consistency and reliability across all CBWF assets. At the same time, you'll balance that technical foundation with domain fluency and storytelling - helping connect the "how it works" with the "why it matters" across HR, Workplace, Finance, and Legal, while leading the shift toward more AI-focused demos and narratives that showcase the next generation of intelligent workflows.
This role is also customer-facing - you'll facilitate workshops and hands-on lab sessions directly with customers and internal teams, gathering feedback and observing how our demos and experiences resonate in real-world conversations. You'll also train and enable Solution Consultants globally to deliver these same workshops and labs with confidence and impact. In essence, this role sits at the intersection of deep tech, business context, and customer engagement - translating technology into experiences that bring the platform to life for both customers and the field.
Key Responsibilities
Scaled Global Assets & Programs
* Own and manage global scaled assets such as demos, workshops, and customer-facing artifacts - ensuring quality, consistency, and scalability across regions.
* Partner with regional SC teams to capture best practices and centralize reusable content (POC frameworks, solution overviews, reference architectures, etc.).
* Maintain and enhance the Ready-to-Solve asset library in partnership with DemoHub, Field Marketing, and Enablement.
* Establish governance for version control and content updates across the global CBWF ecosystem.
Field Readiness & Enablement
* Drive global field readiness initiatives for Solution Consultants - from planning and coordination to execution.
* Collaborate with Enablement, GEO SC leaders, and Specialist teams to design and deliver targeted enablement (e.g., new product releases, demo best practices, GTM updates).
Demo Strategy, Storytelling & Technical Execution
* Collaborate with the DemoHub team to test and validate demos, ensuring they align with product releases and field needs.
* Own and maintain hands-on lab packages for CBWF, ensuring they are current, stable, and consistent across global regions.
* Test and record demo walkthroughs, prototype new experiences, and create reusable demo videos that bring platform stories to life.
* Gather and analyze feedback on demos - identifying what's working, what's not, and where improvements are needed to enhance impact and usability.
* Balance technical precision with storytelling - crafting demos that clearly articulate business impact and resonate with domain leaders across HR, Workplace, Finance, and Legal.
AI-Native Sales Cycle Enablement
* Lead the shift from traditional sales motions to AI-native sales cycles across Core Business Workflows - recognizing how generative AI is transforming how customers buy and how we must evolve how we sell.
* Build and scale the assets SCs need for AI-era selling: discovery workshop frameworks for AI, hands-on lab experiences, and AI POC templates tailored to CBWF use cases.
* Define and codify best practices for engaging core business personas in AI conversations (HR, Workplace, Finance, Legal) - helping Solution Consultants connect AI capabilities to tangible business outcomes.
* Bridge technical AI capabilities (in partnership with Intelligent Automation and Product) with the language of business, enabling field teams to speak the language of business personas during technical AI evaluations.
* Continuously gather and incorporate field feedback to evolve and scale AI-related assets, ensuring they stay relevant, practical, and outcome-focused across global teams.
Qualifications
To be successful in this role you have:
* Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry.
* 5+ years experience in Solution Consulting, Pre-Sales, or a similar technical customer-facing role within enterprise software.
* Strong technical acumen and hands-on experience with ServiceNow (preferred) or equivalent workflow/platform technologies.
* Demonstrated ability to manage demo and lab environments - including configuration, data refresh, and issue resolution.
* Proven ability to test and scale demo content - blending technical accuracy with clear business storytelling.
* Experience in field readiness or enablement - supporting global teams, training initiatives, or content standardization efforts.
* Excellent communication and collaboration skills, with the ability to operate in a global, cross-functional environment.
* Deep understanding of Core Business Workflows (HRSD, Workplace, Finance & Supply Chain, Procurement, Legal, etc.) preferred.
* Strong organizational and project management skills; able to manage multiple workstreams across time zones.
* Bachelor's degree in a relevant field required; equivalent experience considered.
For positions in this location, we offer a base pay of $131,925 - $217,725, plus equity (when applicable), variable/incentive compensation and benefits. Sales positions generally offer a competitive On Target Earnings (OTE) incentive compensation structure. Please note that the base pay shown is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. We also offer health plans, including flexible spending accounts, a 401(k) Plan with company match, ESPP, matching donations, a flexible time away plan and family leave programs. Compensation is based on the geographic location in which the role is located and is subject to change based on work location.
Additional Information
Work Personas
We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here. To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service.
Equal Opportunity Employer
ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements.
Accommodations
We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact ***************************** for assistance.
Export Control Regulations
For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities.
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