Business Development Coordinator
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
***********************.
Managing Consultant, Surety Claims
Business advisor job in Irvine, CA
The Vertex Companies, LLC (VERTEX) is a global professional services firm that offers consulting, expert witness services, construction project advisory, and compliance and regulatory services to a myriad of markets and industries. Our purpose is to better outcomes for our clients, colleagues, and communities.
Job Description
Managing Consultants monitor and investigate construction activities, review data, perform analyses, and prepare technical deliverables and other work products for our clients.
Analyze overall health of construction project and audit project finances to determine risks associated with schedule, budget/cost, quality, and safety.
Review and interpretation of construction drawings, specifications, schedules and contract documents.
Investigate surety performance and payment bond claims.
Provide on-site management of construction projects: prepare consulting budget and actively manage project deliverables and tasks.
Oversee and manage regional team of consultants and associates.
Perform technical evaluation and assessment of construction performance.
Prepare detailed client reports and peer review team contributions.
Participate in the Account Management/Business Development Program.
Requires frequent travelling to client sites in region and nationally.
Qualifications
Bachelor's degree in Engineering, Architecture, Construction Management, or related field, Masters a plus (work experience considered in lieu of degree on a case-by-case basis
10+ years construction project management or engineering experiences
Strong communication, interpersonal, and negotiation skills
Excellent writing and organizational skills
Strong customer service orientation
Proficiency using office applications (MS Office) - P6 a plus
Professional Engineer, Registered Architect, or General Contractor license a plus
CDT, CCCA, or CCM certification a plus
Additional Information
The salary range for this position is between $140,000 - $160,000.
All your information will be kept confidential according to EEO guidelines.
VERTEX offers a solid total compensation package including base salary and discretionary bonus plan. We also offer a robust benefits package including, healthcare (with multiple plan options) and dental; Company-paid Life Insurance, Short Term Disability, and Long-Term Disability. We offer a 401k plan with immediate match and vesting, Flex Spending Account, Employee Assistance Program, and other perks. We provide a generous paid time off plan for eligible employees including 15 days of vacation, 64 hours of sick time, and 9.5 paid holidays (prorated for eligible part-time employees). Our “Lifetime of Learning” program also offers tuition reimbursement and additional support for pursuing advanced education, to help employees grow their skills and careers.
VERTEX is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
If you require assistance to complete any part of the application process, please contact our Recruiting team at [email protected].
NOTICE TO THIRD PARTY AGENCIES:
Please note that VERTEX does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, VERTEX will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, VERTEX explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of VERTEX.
Business Developer
Business advisor job in Riverside, CA
**The Best Teams are Created and Maintained Here.** Candidate needs to be located in or Near Victorville, CA. + The Business Developer (BD) works to improve BrightView's market position and achieve profitable financial growth. This role helps to achieve long-term organizational strategic goals, builds key customer relationships, identifies business opportunities, negotiates, and closes business deals and maintains extensive knowledge of current market conditions. The Business Developer manages the sales pipeline from prospecting to closing and is responsible for full cycle landscape and, depending on region, snow sales. The Business Developer collaborates and works with partners including operations, finance, marketing, and more to manage responses to bids in an effort to meet sales targets.
**Duties and Responsibilities:**
+ Work with prospective customers to discover their "points of pain" and develop solutions.
+ Accurately forecast sales deliverables and KPI's
+ Achieve sales goals and be able to work independently
+ Perform sales prospecting using consultative sales techniques to build long-standing business relationships; marketing; pricing
+ Prepare and conduct heavy phone prospecting, sales presentations, virtual demonstrations, and handle contract negotiations with minimum supervision
+ Identify customer needs and utilize solution-based selling techniques to fully demonstrate value of BrightView services
+ Cultivate and maintain relationships with prospects and existing clients
+ Build and maintain trust-based professional relationships with key decision makers
+ Plan daily and hit specific activity benchmarks and close business
+ Log activity consistently and reliably in CRM (Salesforce)
+ Work in a fast-paced environment while operating with a high sense of urgency
+ Communicate proactively with all decision makers and influencers
**Education and Experience:**
+ Bachelor's Degree or equivalent work experience
+ Extensive face-to-face (B2B) selling experience at the mid-to-senior levels, 3-5 years of experience
+ Experience managing multiple projects and able to multi-task in a large territory
+ Proficient with computer programs including MS Word, Excel, Outlook, and PowerPoint
+ Experience with a CRM or SFA tool
+ Proven track record of sales goal attainment and pipeline management
+ Highly competitive, positive, and results driven
+ Excellent presentation skills
+ Excellent oral and written communication skills to build client-centric and solution/value-based proposals
+ Working experience with social media
+ Local knowledge and contacts in one or more market segments preferred
+ Ability to be self-motivated and self-directed
+ Experience in the service industry with commercial contract sales desirable
**Physical Demands/Requirements:**
+ Constant operation of a computer and other office equipment such as a laptop, cell phone and sales programs/tools
+ Position is a combination of mobile and sedentary work; must be able to remain in a stationary position for extended periods of time
+ Customarily and regularly spends more than half of the time working away from BrightView's places of business selling and obtaining orders or contracts for BrightView's services.
+ Ability to travel by car, train, and plane
+ Position needs to be able to traverse uneven grounds and walk on jobsites with clients and branch teams for periods of time up to 4 hours
**Work Environment:**
+ Works both indoors and outdoors
+ Field based position, combination of office and customer facing.
**_BrightView Landscapes, LLC is an Equal Opportunity and E-Verify Employer._**
**_This job description is subject to change at any time._**
**Compensation Pay Range:**
70,000 - 85,000
**_BrightView offers a suite or health, wellness, and financial benefits to full-time team members. Benefits offerings for full-time team members include medical, dental, and vision insurance, ancillary and voluntary products, a 401k savings plan with employer contributions, and 6 to 9 company paid holidays per year. Employees may also be eligible to receive paid time off for vacation and/or sick leave, tuition reimbursement, and/or potential variable pay opportunities based on position and performance. A detailed benefits package will be provided during the interview process_** _._
_It's Not Just a Team. It's One BrightView._
Business Development and Contracts Management
Business advisor job in Riverside, CA
Job DescriptionMSM Industries, LLC has been a trusted partner to the U.S. Navy and its prime contractors for over 20 years. As an ISO 9001:2015 certified manufacturing business, we specialize in advanced material solutions for signature reduction, vibration and acoustic management, and environmental control. MSM also serves as a high-performance system integration and assembly provider for key customers. With in-house manufacturing and a track record for on-time, high-quality deliveries, MSM is known for innovation, reliability, and rapid response to complex program needs.MSM is part of Canopy Aerospace & Defense, a platform built to accelerate the future of advanced materials for space, defense, and maritime systems. Canopy A&D delivers specialized materials and components that carry customers from concept through sustainment. Canopy A&D's advanced signal attenuation technologies and production-scale manufacturing accelerate the fielding of platforms that are faster, cooler, and quieter. Our adaptive approach ensures solutions evolve at the pace of shifting challenges, keeping our customers ahead of the curve.Role OverviewThe Business Development and Contracts Manager will support MSM's customer engagement and production planning by managing the end-to-end quoting and proposal process as well as contract administration. This role works cross-functionally with engineering, production, finance, and quality teams to streamline RFQ tracking, optimize quote accuracy and strengthen customer communication to drive order capture. This role will work closely with Executive Management Team to improve, manage and maintain full process from RFQ receipt to Contract Review - along with owning key customer relationships to intimately understand customer needs in order to propose novel solutions.
This role is an individual contributor role, with opportunities to build your team in early 2026. In addition to the opportunity to grow MSM's excellence in business development and revenue management, you'll get to work hand-in-hand with peers across the Canopy A&D platform on a daily basis to gain exposure to a wide array of defense, space, and maritime technologies. Key Responsibilities- Track and manage incoming customer RFQs to ensure timely, accurate quote submissions.- Improve, manage and maintain the quote to order capture process.- Collaborate with marketing, product, engineering, and operations teams to solve our customers' hardest problems.- Develop strong relationships with customers, stakeholders, and business partners.- Coordinate internally across operations, finance, and leadership to develop informed quotes based on cost, capacity, and past job performance.- Track and report on business development and revenue execution metrics including backlog, pipeline, and performance.- Estimate project costs to develop quotes and lead in the proposal process by interfacing with outside processors and material suppliers.· Deeply understand our core and emerging capabilities, including capabilities across the broader Canopy A&D platform.- Serve as a point of contact for customers, communicating updates and improving order conversion rates.- Document revenue activity in CRM and ERP systems, ensuring proper part number setup and consistent catalog maintenance.- Manage customer PO revisions, including drawing updates, ship-to addresses, and quantity changes, ensuring all internal systems reflect changes accurately.- Support continuous improvement of ERP quote workflows and quoting efficiency as measured by KPIs.- Support customer engagements through advanced research, preparation of briefing documents, virtual and in-person meetings, and follow-up activity management. Required Qualifications- 5-10+ years of experience in business development, sales, account management, contracts management, estimating, or quoting roles in a manufacturing or supply chain environment.· Sincere excitement for the technologies Canopy develops and problems we solve for our customers.· Experience working with government or prime contractor customers in aerospace/defense.· Strong organizational and follow-through skills with the ability to manage multiple concurrent RFQs and order revisions.· Strong written communication skills to support short and long-form proposals.· Ability to read basic engineering drawings and Bill of Materials (BOM).· Excellent written and verbal communication skills - you will be the face of MSM to customers and responsible for expert-level interactions.· Working knowledge of business development and customer management processes and tools (i.e. CRM and ERP software, customer validation frameworks).· Extreme attention to detail: email, phone, in-person, and MS office suite. Preferred Qualifications- A technical degree or equivalent experience in an advanced technology work environment· Previous wins engaging US government customers through multi-stage proposal processes· Previous success across the entire customer lifecycle in a B2B sales or business development function for hardware products- Basic graphics design or video editing skills- Strong understanding of maritime signal attenuation materials, including radar absorbent materials, vibration and acoustic damping materials, and sonar system materials- Knowledge of ISO 9001 or AS9100 quality standards- Exposure to government quoting, catalog pricing, or FAR/DFARS-related processes· Active U.S. Security ClearanceType: Full Time, Exempt (Salaried) Base Salary Range: $100,000 to $140,000Base Location: Riverside, CATravel: As needed to various company facilities
Your actual level and base salary will be determined on a case-by-case basis and may vary based on the following considerations: job-related knowledge and skills, education, and experience. The base salary is just one part of your total compensation package at MSM. You will also have access to a comprehensive set of benefits like:
Company paid employee medical, dental and vision insurance Retirement plan participation (eligibility required) Paid Sick LeavePaid VacationPaid holidays Discretionary bonuses Physical Requirements / Work Environments· Ability to work in office, lab, and manufacturing environments with occasional exposure to noise, dust, and temperature variations· Must be able to lift and carry up to 35 lbs and perform tasks involving standing, walking, bending, and manual assembly· Visual acuity required for reading technical drawings and digital media· Valid US driver's license and ability to operate motor vehicles The above statements are intended to describe the general nature and level of work performed. They are not intended to be an exhaustive list of all responsibilities, duties, or skills required. Management may modify or assign additional duties as needed. Export Control RequirementsTo conform to US Government export regulations, the applicant must be a (i) US Citizen, (ii) lawful permanent resident of the U.S. (aka green card holder), (iii) protected individual as defined by U.S.C. 1324b(a)(3), or (iv) eligible to obtain the required authorizations from the U.S. Department of State. MSM Industries is an Equal Opportunity Employer, employment with MSM Industries is governed on the basis of merit, competence and qualifications and will not be influenced in any manner by race, color, religion, gender, national origin/ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability or any other legally protected status.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Business Development Associate
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.
Odoo Business Consultant
Business advisor job in Redlands, CA
Job Description
As an Odoo Business Consultant at OSI, you will collaborate with a dynamic team of consulting professionals to deliver ERP implementation projects for candidates across North America and Europe. Your primary focus will be to understand client business needs, design effect solutions and ensure successful software implementations. You will work closely with Project Managers, Developers, Technical Architects and Business Consultants to deliver high-quality results and maximize business value for our clients.
Key Responsibilities
Collaborate with functional departments and end users to gather, analyze, and document business requirements, workflows and processes.
Develop clear documentation and process diagrams to support solution design and implementation.
Analyze existing business processes and systems, identifying opportunities, for improvement, and increased efficiency.
Conduct functional testing of new system features and enhancements to ensure alignment with business requirements
Train client staff on new business processes and system functionalities, ensuring smooth adoption.
Facilitate effective communication between stakeholders to clarify goals, challenges, and project expectations
Provide actionable recommendations for process improvement based on thorough research and analysis.
support change management initiatives to drive successful ERP adoption.
Travel is required for this role
Requirements
Desired Skills
Strong analytical and problem solving skills; ability to synthesize data from multiple sources.
Exceptional numerical reasoning, attention to detail and accuracy.
High level of energy, drive, and enthusiasm for delivery results
Proven ability to build collaborative relationships and serve as a trusted partner to clients and colleagues.
Excellent organizational skills
Strong written and verbal communication abilities
Effective prioritization and multitasking in fast-paced environments
Functional understanding of accounting and manufacturing processes.
Eagerness to innovate and contribute to business growth
Education and Experience
Bachelor's degree in Business, Data Analytics, Informatics, or a related field, or equivalent professional experience.
Minimum 5 years's of process improvement experience; preferably leveraging technology.
Must have experience with ERP implementation of Odoo
Advanced proficiency in Microsoft Excel; experience with SQL is highly desired.
Familiarity with predictive modeling and regression techniques is a plus
Experience with process redesign methodologies (e.g. LEAN) is highly valued
Demonstrated ability to design and optimize business processes and align them with technology solutions
Previous experience in a consulting or fast-paced project environment is required.
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k)
Life Insurance (Basic, Voluntary & AD&D)
Flexible Time Off
Short Term & Long Term Disability
Training & Development
J.P. Morgan Wealth Management - Vice President, Business Development Consultant- Irvine and Los Angeles, CA
Business advisor job in Irvine, CA
JobID: 210681899 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine, CA $95,000.00 - $155,000.00 Los Angeles, CA $99,750.00 - $165,000.00 Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.
Job Responsibilities
* Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
* Manage timelines, and deliverables for field execution.
* Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
* Monitor progress, identify risks, and resolve issues that arise during implementation.
* Collect and analyze feedback from field teams and clients to inform continuous improvement.
* Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
Required qualifications, skills, and capabilities
* Bachelor's degree in Business, Finance, or related field
* 7 + years of experience in business development, project management, sales management or implementation roles within financial services.
* Proven track record of managing complex projects and cross-functional teams.
* Strong organizational, analytical, and problem-solving skills.
* Excellent communication, presentation and stakeholder management abilities.
* Knowledge of financial products, services, and regulatory requirements.
* Experience in coaching Advisors or a sales team
* Travel required 50% of the time
Required Licensing
* A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment
* If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
Skills
* Executive presentation and communication skills
* Change management
* Cross-functional collaboration
* Data analysis and reporting
* Training and facilitation
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyBusiness Strategist
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.
Auto-ApplyBusiness Solutions Advisor - Rancho Santa Margarita Financial Center
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
Management Consultant
Business advisor job in Irvine, CA
Burkhardt & Company is looking for strategic, goal-driven people who thrive when confronted with today's most complex business challenges and strive to design elegant solutions.
WHAT WE'RE LOOKING FOR
Burkhardt & Company consultants are responsible for developing the tools and strategies to efficiently and effectively manage enterprise assets to achieve operational excellence.
Burkhardt & Company consultants analyze and design solutions for clients from a wide range of industries, offering them all the consulting products and services Burkhardt & Company as to offer: strategy, management, technology, and risk.
Requirements
Bachelor's degree or equivalent
Minimum of two years consulting or industry experience
Excellent interpersonal, speaking, and presentation skills
Strong technical aptitude
References from previous job
Desired Skills & Experience:
Strong problem solving and troubleshooting skills
Proven track record working as a team member or team lead on at least one full life cycle project
Experience in a client service environment
Familiarity with CRM/ERP software
Experience with consultative technology sales
PCP/Endo Business Specialist-Palm Springs, CA
Business advisor job in Palm Springs, CA
The PCP/Endo Business Specialist is responsible for developing and implementing a plan for maximizing net sales of BIPI and co-promoted diabetes products that aligns with direction from BIPI commercial leadership and with BIPI guidelines, policies, and directives. The PCP/Endo Business Specialist will conduct their business with key targeted healthcare providers and community hospitals, and may have additional responsibilities in teaching hospitals, federal and military hospitals, managed health care facilities, group purchasing organizations, integrated delivery networks, etc.
As an employee of Boehringer Ingelheim, you will actively contribute to the discovery, development and delivery of our products to our patients and customers. Our global presence provides opportunity for all employees to collaborate internationally, offering visibility and opportunity to directly contribute to the companies' success. We realize that our strength and competitive advantage lie with our people. We support our employees in a number of ways to foster a healthy working environment, meaningful work, mobility, networking and work-life balance. Our competitive compensation and benefit programs reflect Boehringer Ingelheim's high regard for our employees
Compensation Data
This position offers a base salary typically between ($95K) and ($153,100k). The position may be eligible for a role specific variable or performance-based bonus and or other compensation elements. For an overview of our benefits please click here.
Duties & Responsibilities
Utilizes product knowledge and demonstrated selling skills in order to influence targeted health care professionals to support the use of BIPI promoted diabetes products. Executes brand strategies to ensure that company sales and marketing messages are delivered appropriately to customers. Establishes and maintains effective communication/cooperation/coordination with co-promotion partners and BIPI employees.
Completes pre-call plans to meet key stakeholder needs. Builds discussion around customer needs and opportunities. Fosters customer network development and communication. Has accurate and timely follow-up discussions with customers. Fosters ongoing trust with customer as relationship develops. Uses appropriate BIPI Sales Training techniques to facilitate the customer decision making process. Coordinates the engagement of healthcare providers through a range of personal and non-personal channels, according to customer preferences.
Identifies top plans for customers. Engages customers in comprehensive discussions on the payer environment, co-pays, and formulary access. Works with Managed Care Area Managers to generate and sustain support for products on MCO formularies. Develops and influences an extended team to pull-through MCO decisions. Delivers on "continuation of care" model, including discharge protocol, treatment algorithms, disease management, etc.
Analyzes qualitative and quantitative territory information to optimize territory business plan and customer calls. Monitors local market conditions for changes that impact business. Develops plans to optimize allocation of key resources, including samples, co-pay cards, funds for speaker programs, and funds for in-office meals. Adjusts implementation plans on a regular basis (speaker mgmt., advocate development, etc.). Leverages opportunities that meet both territory and brand tactics. Utilizes supporting analysis tools to plan activity, report and monitor resource utilization, and maintain account and customer records. Completes all administrative responsibilities as directed by management. Successfully completes all Sales Training requirements.
Identifies thought leaders, innovators and advocates to support BIPI products. Works with trained speakers for diabetes topics and products. Provides feedback and follow-up to speakers and attendees. Initiates contacts and network-building among advocates and customer groups. Develops plans to develop speakers and thought leaders. Manages programs and budgets to stay within standards.
Works effectively with all customer-facing roles (i.e. Account teams, Medical teams, etc.) in a given geography to meet customer needs and deliver net sales objectives. Demonstrates strong collaboration and communication as customers evolve and ownership of accounts transition from traditional to account based.
Performs all Company business in accordance with all regulations (e.g., EEO, FDA, DEA, OSHA, PDMA, EPA, PhRMA, etc.) and Company policy and procedures. When violations are noted/observed they are to be immediately reported to management. Demonstrates high ethical and professional standards with all business contacts in order to maintain BIPI's excellent reputation within the medical and pharmaceutical community.
PCP/Endo Business Specialist Requirements
Bachelor's degree from an accredited institution is preferred.
A minimum of two (2) years successful sales and/or marketing experience in pharmaceutical/healthcare industry, pharmacy, B2B, customer engagement services or equivalent
Experience in diabetes therapeutic area preferred.
History of successful performance
Meets expectations for the key competencies required for this role
Proficiency in Excel, Word, Outlook, and database applications
Ability to travel (may include overnight travel)
Should reside in territory geography or be willing to relocate; exceptions to be granted by senior sales leadership.
Valid Driver's License and an acceptable driving record
Authorization and ability to drive a Company leased vehicle or authorized rental vehicle.
Physical Demands / Surroundings
Daily Travel within territory throughout the work day with multiple stops and visits to office buildings, hospitals and clinics. Going up and down stairs, bending, walking and lifting above head to shelf pharmaceutical material or goods. Periodic overnight travel for training and meetings. Intermittent repetitive lifting up to 40 lbs.
Visual Demands
Pass state motor vehicle vision requirement to operate motor vehicle. Must be able to work both with external and internal customers. Comfortable in new environments and adverse conditions.
Temperaments/Mental Requirements
Must be able to work with diverse groups of people in similar roles, interact with medical practitioners, business partners, manage stress and conflict associated with gaining access to physicians in a highly competitive environment.
Level of Proficiency
Must have the ability to learn and retain complex material, pass tests demonstrating product and disease-related knowledge and deliver content to physicians verbally in a clear, effective and accurate manner in strict compliance with regulatory and other requirements.
Attendance / Schedule
At least 40 hours per week, requires morning and evening flexibility as necessary to meet physician's schedules and coordinate evening speaker programs - Must be able to function in a self-directed work environment.
Proficient in remote engagements with key customers via video conferencing platforms. Able to deliver clear and compliant sales presentations remotely using video, phone and digital media applications. Understands how to build customer relationships that facilitate live and virtual engagement opportunities.
These physical and mental requirements represent a sampling of the physical / mental requirements considered essential to the position. Although this is an accurate representation, it is by no means complete and may be changed or updated as needed.
It is an essential function of/minimum qualification for this position that the employee/applicant be eligible and authorized under all U.S. Export Laws (defined below): a) to be employed by the Company; and b) to receive any technology from the Company that may be required to perform the duties of this position or to which an applicant/employee may, by virtue of holding such position, be provided access by the Company or any third parties during the course of employment. “Export Laws” means the Export Administration Regulations (“EAR”) of the U.S. Commerce Department's Bureau of Industry and Security, presently at 15 CFR §§ 730-799, and the economic sanctions regulations of the U.S. Treasury Department's Office of Foreign Assets Control (OFAC), presently at 31CFR Chapter V, as they may be amended from time to time.
Executive PCP/Endo Business Specialist Requirements
Bachelor's degree from an accredited institution preferred
A minimum of five (5) years successful sales and/or marketing experience in pharmaceutical/healthcare industry, pharmacy, B2B, customer engagement services or equivalent
Experience in diabetes therapeutic area preferred
History of successful performance
Meets expectations for the key competencies required for this role
Proficiency in Excel, Word, Outlook, and database applications
Ability to travel (may include overnight travel)
Should reside in territory geography or be willing to relocate; exceptions to be granted by senior sales leadership.
Valid Driver's License and an acceptable driving record
Authorization and ability to drive a Company leased vehicle or authorized rental vehicle.
Physical Demands / Surroundings
Daily Travel within territory throughout the work day with multiple stops and visits to office buildings, hospitals and clinics. Going up and down stairs, bending, walking and lifting above head to shelf pharmaceutical material or goods. Periodic overnight travel for training and meetings. Intermittent repetitive lifting up to 40 lbs.
Visual Demands
Pass state motor vehicle vision requirement to operate motor vehicle. Must be able to work both with external and internal customers. Comfortable in new environments and adverse conditions.
Temperaments/Mental Requirements
Must be able to work with diverse groups of people in similar roles, interact with medical practitioners, business partners, manage stress and conflict associated with gaining access to physicians in a highly competitive environment.
Level of Proficiency
Must have the ability to learn and retain complex material, pass tests demonstrating product and disease-related knowledge and deliver content to physicians verbally in a clear, effective and accurate manner in strict compliance with regulatory and other requirements.
Attendance / Schedule
At least 40 hours per week, requires morning and evening flexibility as necessary to meet physician's schedules and coordinate evening speaker programs - Must be able to function in a self-directed work environment.
Proficient in remote engagements with key customers via video conferencing platforms. Able to deliver clear and compliant sales presentations remotely using video, phone and digital media applications. Understands how to build customer relationships that facilitate live and virtual engagement opportunities.
These physical and mental requirements represent a sampling of the physical / mental requirements considered essential to the position. Although this is an accurate representation, it is by no means complete and may be changed or updated as needed.
It is an essential function of/minimum qualification for this position that the employee/applicant be eligible and authorized under all U.S. Export Laws (defined below): a) to be employed by the Company; and b) to receive any technology from the Company that may be required to perform the duties of this position or to which an applicant/employee may, by virtue of holding such position, be provided access by the Company or any third parties during the course of employment. “Export Laws” means the Export Administration Regulations (“EAR”) of the U.S. Commerce Department's Bureau of Industry and Security, presently at 15 CFR §§ 730-799, and the economic sanctions regulations of the U.S. Treasury Department's Office of Foreign Assets Control (OFAC), presently at 31CFR Chapter V, as they may be amended from time to time
Senior Managing Consultant, Air & Climate, Life Sciences Focus
Business advisor job in Irvine, CA
Founded in Denmark, Ramboll is a foundation-owned people company. We have more than 18,000 experts working across our global operations in 35 countries with thousands of experts working across 70 offices in the Americas. Our experts are leaders in their fields, developing and delivering innovative solutions in diverse markets including Buildings, Transport, Planning & Urban Design, Water, Environment & Health, Energy, and Management Consulting. We invite you to contribute to a more sustainable future working in an open, collaborative, and empowering company. Combining local experience with global knowledge, we together shape the societies of tomorrow.
Job Description
This job can be performed from any Ramboll office location in the US. Hybrid work arrangements are available.
Are you eager to develop your excellence in an inclusive, collaborative, and empowering community? Are you excited about joining a company that strives to make a difference - for its employees, clients, and society? Are you motivated by creating sustainable change that benefits society and nature?
Ramboll is a global multi-disciplinary engineering, design, consultancy and EPCM company. We fully support and encourage your professional development, invite you to unfold your ingenuity and contribute to exciting and innovative projects, and work for sustainable change so people and nature can flourish.
If this sounds good to you, then this role could be the perfect opportunity!
Join our Environment and Health department as our new Senior Managing Consultant and work with our Air & Climate team to close the gap to a sustainable future.
Your new role
As our new Senior Managing Consultant, you will join our global Air & Climate team that supports clients with a wide range of complex and challenging environmental issues.
Your key responsibilities will be:
Maintaining client relationships and managing the development of deliverables to meet client needs in an efficient manner;
Managing projects, clients, and regulatory agency relations;
Critically reviewing and interpreting local, state, and federal environmental regulations, compiling and drafting regulatory applicability determinations, and communicating findings, to co-workers, clients, and regulatory agencies;
Estimating emissions and conducting engineering evaluations of air pollution sources;
Overseeing the preparation of comprehensive federal and state air permit application materials;
Serving as the technical lead overseeing Consultant-level staff on complex projects;
Participating in local, national and international scientific and trade group meetings;
Conducting site visits; and
Meeting Ramboll and client safety training and workplace safety requirements.
Your new team
As part of the Air & Climate team, you will be part of a creative group, filled with people who are really excited about solving clients' problems and creating sustainable solutions for them. You will work with all levels of technical expertise from entry level team members to members with decades of experience, many of whom are subject matter experts in their own fields. And you will engage in a continual learning environment through coaching, mentoring, and on the job tasks.
About you
From the moment you start at Ramboll, we will support your personal and professional development, we want you to continue to grow with our company! While we look forward to supporting your continued learning and development, for this role we have identified some qualifications, skills, and capabilities that will set you up for success.
These include:
B.S. or M.S. in Chemical, Mechanical, Civil, or Environmental Engineering or science discipline
15+ years of air quality experience, largely in a consulting environment, with a particular focus on the pharmaceutical, biotech medical device and life sciences industries
Strong computing skills including high level use of spreadsheets and word processing
Strong written/verbal communication, problem-solving and organization skills
Demonstrated capabilities in understanding, interpreting, and applying environmental regulations to real-world situations
What we can offer you
Interesting and diverse projects
The opportunity to work with some of the best and brightest professionals in your field
Flexible work arrangements
Generous Paid Time Off
Excellent health and retirement benefits
Investment in your development
Leaders you can count on, guided by our Leadership Principles
Appreciation for the unique person you are
The long-term thinking of a foundation-owned company
Inspiration from colleagues, clients, and projects
Salary Transparency Statement
At Ramboll, your base pay is only part of your overall total compensation package. At the time of this posting, this role is likely to be compensated at an annual base salary between $130,000 and $158,000. Actual pay may be more or less than the posted range, depending on numerous factors, including experience, geographical location, internal equity, market conditions, education/training and skill level, and does not include bonuses, overtime, or other forms of compensation or benefits.
Work at the heart of sustainable change
Ramboll is a global architecture, engineering, and consultancy company. We believe that the purpose of sustainable change is to create a thriving world for both nature and people. So, that's where we start - and how we work. At Ramboll, our core strength is our people, and our history is rooted in a clear vision of how a responsible company should act. Being open and curious is a cornerstone of our culture. We embrace an inclusive mindset that looks for fresh, diverse, and innovative perspectives. We respect, embrace, and invite diversity in all forms to actively cultivate an environment where everyone can flourish and realize their full potential.
Ready to join us?
Please submit your application. Be sure to include all relevant documents including your CV and a cover letter connecting your background to the responsibilities of the position. Please note, applicants must be currently authorized to work in the United States on a full-time basis. No sponsorship is available for this position.
We recognize that some candidates only apply when they tick every box. However, passion and potential often outweigh a perfect resume and Ramboll's supportive learning culture can help you grow. So, if this role resonates with you but you don't meet all the requirements, we encourage you to apply. You might be the perfect fit for this opportunity or another within our team.
Thank you for taking the time to apply, we look forward to receiving your application!
An equal opportunity employer
Equality, diversity, and inclusion is at the heart of what we do. At Ramboll, we believe that diversity is a strength, and that different experiences and perspectives are essential to creating truly sustainable societies. We invite applications from candidates of all backgrounds, regardless of age, disability or medical condition, gender identity, marriage and domestic partnership, pregnancy and maternity, race, ancestry, or national origin, religion or belief, sex and sexual orientation, military service and veteran status, or any other protected characteristic. Ramboll wants to ensure opportunities are accessible to candidates with disabilities. Please reach out to our recruitment t0 our recruitment team to discuss any adjustments that you might require during the application process.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Small Business Expert- Multiple Positions (Food, Growth/Scaling, Manufacturing, Procurement/Contracting, and Retail)/IESBDC (UEC)
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.
Business Insurance Underwriting Professional Development Program Internship (BI UPDP Intern)
Business advisor job in Irvine, CA
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The hourly salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual hourly rate for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$24.00 - $25.00
**Target Openings**
2
**What Is the Opportunity?**
Applications for this posting will be reviewed on a rolling basis. We encourage you to apply as soon as possible.
Are you curious by nature? Do you enjoy managing relationships and employing your critical thinking skills? Underwriters perform the critical function of evaluating the acceptability of risk and determining appropriate pricing for insurance products. The Business Insurance Underwriting Professional Development Internship Program provides students with the amazing opportunity to gain exposure to this critical function at Travelers. The 10-week program provides qualified students with an excellent opportunity to gain first-hand commercial insurance underwriting experience, receive valuable on-the-job training, and learn more about the property and casualty insurance industry from industry professionals. It is a potential pathway to our 12-month Underwriting Professional Development Program (UPDP). Applicants must be authorized to work for ANY employer in the U.S. The company does not sponsor/support H-1B petitions, TN, or Forms I-983/STEM OPT, for this role.
**What Will You Do?**
+ Within your assigned business unit, each intern will be given a designated coach and be expected to:
+ Complete core assignments and training modules geared toward insurance and underwriting principles.
+ Participate and complete self-paced professional development courses in time management, presentation skills, and other key areas.
+ Complete challenging and meaningful project work over the course of this program at the discretion of your manager. You may work independently or with other interns and will be asked to present your findings to local leadership. Sample projects include a territorial risk assessment to determine profitability and underwriting opportunities as well as a business process analysis to determine underwriting gaps.
+ Learn about other areas at Travelers such as Risk Control, Claims, and related Corporate functions. Interns may also engage in Agency visits with Account Executives.
+ Participate in the Enterprise Internship experience which includes Executive Speaker Series, Networking events, and Intern Symposium for Rising Seniors.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Because the Underwriting Development Internship Program is itself complex and dynamic, we welcome applicants that have a variety of majors, backgrounds and experiences.
+ For the UPDP Internship, we are most interested in students who are serious about entering the insurance industry and who are excited about the prospect of making underwriting their future career choice.
+ Preferred cumulative GPA of 3.0 or above.
+ Undergraduate students completing their sophomore or junior year preferred.
+ Working knowledge of Microsoft Office.
+ Strong verbal and written communication skills.
+ Strong analytical skills.
+ Legal eligibility to work in the United States.
+ Targeted Majors:
+ Business Administration.
+ Economics.
+ Finance.
+ Liberal Arts (with business focus preferred).
+ Management.
+ Marketing.
+ Risk Management and Insurance.
**What is a Must Have?**
+ Candidate must be pursuing a Bachelor's degree.
+ Approximate work availability from June through August (10-12 weeks).
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
We are committed to providing accommodation to persons with disabilities. If you require accommodation during the recruitment or interview process we will work with you to accommodate your needs.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Business Development and Contracts Management
Business advisor job in Ontario, CA
Job DescriptionFrom Engine Bay to Payload, we protect vital structures and systems. Hera Technologies is a premier contract manufacturer specializing in high-precision metallic and non-metallic solutions for the Aerospace, Defense, Space, and Commercial Airline sectors. Our commitment to quality, innovation, and customer satisfaction has positioned us as an industry leader in the design, manufacturing and maintenance of thermal support systems. Our team is driven by excellence, integrity, and a passion for advancing aerospace technology.
Take the next step in your career with a company committed to excellence, where your contributions are recognized, and your potential is realized.Role OverviewThe Business Development and Contracts Manager will support Hera's customer engagement and production planning by managing the end-to-end quoting and proposal process as well as contract administration. This role works cross-functionally with engineering, production, finance, and quality teams to streamline RFQ tracking, optimize quote accuracy and strengthen customer communication to drive order capture. This role will work closely with Executive Management Team to improve, manage and maintain full process from RFQ receipt to Contract Review - along with owning key customer relationships to intimately understand customer needs in order to propose novel solutions.This role is an individual contributor role, with opportunities to build your team in early 2026. In addition to the opportunity to grow Hera's excellence in business development and revenue management, you'll get to work hand-in-hand with peers across the Canopy A&D platform on a daily basis to gain exposure to a wide array of defense, space, and maritime technologies. Key Responsibilities:· Track and manage incoming customer RFQs to ensure timely, accurate quote submissions.· Improve, manage and maintain the quote to order capture process. · Collaborate with marketing, product, engineering, and operations teams to solve our customers' hardest problems.· Develop strong relationships with customers, stakeholders, and business partners.· Coordinate internally across operations, finance, and leadership to develop informed quotes based on cost, capacity, and past job performance. · Track and report on business development and revenue execution metrics including backlog, pipeline, and performance.· Estimate project costs to develop quotes and lead in the proposal process by interfacing with outside processors and material suppliers.· Deeply understand our core and emerging capabilities, including capabilities across the broader Canopy A&D platform.· Serve as a point of contact for customers, communicating updates and improving order conversion rates.· Document revenue activity in CRM and ERP systems, ensuring proper part number setup and consistent catalog maintenance.· Manage customer PO revisions, including drawing updates, ship-to addresses, and quantity changes, ensuring all internal systems reflect changes accurately.· Support continuous improvement of ERP quote workflows and quoting efficiency as measured by KPIs.· Support customer engagements through advanced research, preparation of briefing documents, virtual and in-person meetings, and follow-up activity management.
Required Qualifications:· 5-10+ years of experience in business development, sales, account management, contracts management, estimating, or quoting roles in a manufacturing or supply chain environment.· Sincere excitement for the technologies Canopy develops and problems we solve for our customers· Experience working with government or prime contractor customers in aerospace/defense.· Strong organizational and follow-through skills with the ability to manage multiple concurrent RFQs and order revisions.· Strong written communication skills to support short and long-form proposals.· Ability to read basic engineering drawings and Bill of Materials (BOM).· Excellent written and verbal communication skills - you will be the face of Hera to customers and responsible for expert-level interactions.· Working knowledge of business development and customer management processes and tools (i.e. CRM and ERP software, customer validation frameworks).· Extreme attention to detail: email, phone, in-person, and MS office suite.
Preferred Qualifications· A technical degree or equivalent experience in an advanced technology work environment· Previous wins engaging US government customers through multi-stage proposal processes· Previous success across the entire customer lifecycle in a B2B sales or business development function for hardware products Basic graphics design or video editing skills· Strong understanding of Aerospace Thermal Protective Systems (TPS), cut & sew aerospace fabric covers, multi-layer insulations, composite, structures, metallic machined parts, and mechanical assemblies· Knowledge of ISO 9001 or AS9100 quality standards Exposure to government quoting, catalog pricing, or FAR/DFARS-related processes· Active U.S. Security ClearanceType: Full Time, Exempt (Salaried) Base Salary Range: $100,000 to $140,000Base Location: Ontario, CATravel: As needed to various company facilities
Your actual level and base salary will be determined on a case-by-case basis and may vary based on the following considerations: job-related knowledge and skills, education, and experience. The base salary is just one part of your total compensation package at Hera. You will also have access to a comprehensive set of benefits like:
Company paid employee medical, dental and vision insurance Retirement plan participation (eligibility required) Paid Sick LeavePaid VacationPaid holidays Discretionary bonuses Physical Requirements / Work Environments· Ability to work in office, lab, and manufacturing environments with occasional exposure to noise, dust, and temperature variations· Must be able to lift and carry up to 35 lbs and perform tasks involving standing, walking, bending, and manual assembly· Visual acuity required for reading technical drawings and digital media· Valid US driver's license and ability to operate motor vehicles The above statements are intended to describe the general nature and level of work performed. They are not intended to be an exhaustive list of all responsibilities, duties, or skills required. Management may modify or assign additional duties as needed. EXPORT CONTROL REQUIREMENTS:To conform to US Government export regulations, the applicant must be a (i) US Citizen, (ii) lawful permanent resident of the U.S. (aka green card holder), (iii) protected individual as defined by U.S.C. 1324b(a)(3), or (iv) eligible to obtain the required authorizations from the U.S. Department of State. Hera Technologies is an Equal Opportunity Employer, employment with Hera Technologies is governed on the basis of merit, competence and qualifications and will not be influenced in any manner by race, color, religion, gender, national origin/ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability or any other legally protected status.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Irvine, CA
Business advisor job in Irvine, CA
Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.
**Job Responsibilities**
+ Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
+ Manage timelines, and deliverables for field execution.
+ Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
+ Monitor progress, identify risks, and resolve issues that arise during implementation.
+ Collect and analyze feedback from field teams and clients to inform continuous improvement.
+ Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
**Required qualifications, skills, and capabilities**
+ Bachelor's degree in Business, Finance, or related field
+ 7 + years of experience in business development, project management, sales management or implementation roles within financial services.
+ Proven track record of managing complex projects and cross-functional teams.
+ Strong organizational, analytical, and problem-solving skills.
+ Excellent communication, presentation and stakeholder management abilities.
+ Knowledge of financial products, services, and regulatory requirements.
+ Experience in coaching Advisors or a sales team
+ Travel required 50% of the time
**Required Licensing**
+ A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment
+ If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
+ A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
**Skills**
+ Executive presentation and communication skills
+ Change management
+ Cross-functional collaboration
+ Data analysis and reporting
+ Training and facilitation This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Irvine, CA $95,000.00 - $155,000.00 / year
PCP/Endo Business Specialist-Palm Springs, CA
Business advisor job in Palm Springs, CA
The PCP/Endo Business Specialist is responsible for developing and implementing a plan for maximizing net sales of BIPI and co-promoted diabetes products that aligns with direction from BIPI commercial leadership and with BIPI guidelines, policies, and directives. The PCP/Endo Business Specialist will conduct their business with key targeted healthcare providers and community hospitals, and may have additional responsibilities in teaching hospitals, federal and military hospitals, managed health care facilities, group purchasing organizations, integrated delivery networks, etc.
As an employee of Boehringer Ingelheim, you will actively contribute to the discovery, development and delivery of our products to our patients and customers. Our global presence provides opportunity for all employees to collaborate internationally, offering visibility and opportunity to directly contribute to the companies' success. We realize that our strength and competitive advantage lie with our people. We support our employees in a number of ways to foster a healthy working environment, meaningful work, mobility, networking and work-life balance. Our competitive compensation and benefit programs reflect Boehringer Ingelheim's high regard for our employees
Compensation Data
This position offers a base salary typically between ($95K) and ($153,100k). The position may be eligible for a role specific variable or performance-based bonus and or other compensation elements. For an overview of our benefits please click here.
Duties & Responsibilities
Utilizes product knowledge and demonstrated selling skills in order to influence targeted health care professionals to support the use of BIPI promoted diabetes products. Executes brand strategies to ensure that company sales and marketing messages are delivered appropriately to customers. Establishes and maintains effective communication/cooperation/coordination with co-promotion partners and BIPI employees.
Completes pre-call plans to meet key stakeholder needs. Builds discussion around customer needs and opportunities. Fosters customer network development and communication. Has accurate and timely follow-up discussions with customers. Fosters ongoing trust with customer as relationship develops. Uses appropriate BIPI Sales Training techniques to facilitate the customer decision making process. Coordinates the engagement of healthcare providers through a range of personal and non-personal channels, according to customer preferences.
Identifies top plans for customers. Engages customers in comprehensive discussions on the payer environment, co-pays, and formulary access. Works with Managed Care Area Managers to generate and sustain support for products on MCO formularies. Develops and influences an extended team to pull-through MCO decisions. Delivers on "continuation of care" model, including discharge protocol, treatment algorithms, disease management, etc.
Analyzes qualitative and quantitative territory information to optimize territory business plan and customer calls. Monitors local market conditions for changes that impact business. Develops plans to optimize allocation of key resources, including samples, co-pay cards, funds for speaker programs, and funds for in-office meals. Adjusts implementation plans on a regular basis (speaker mgmt., advocate development, etc.). Leverages opportunities that meet both territory and brand tactics. Utilizes supporting analysis tools to plan activity, report and monitor resource utilization, and maintain account and customer records. Completes all administrative responsibilities as directed by management. Successfully completes all Sales Training requirements.
Identifies thought leaders, innovators and advocates to support BIPI products. Works with trained speakers for diabetes topics and products. Provides feedback and follow-up to speakers and attendees. Initiates contacts and network-building among advocates and customer groups. Develops plans to develop speakers and thought leaders. Manages programs and budgets to stay within standards.
Works effectively with all customer-facing roles (i.e. Account teams, Medical teams, etc.) in a given geography to meet customer needs and deliver net sales objectives. Demonstrates strong collaboration and communication as customers evolve and ownership of accounts transition from traditional to account based.
Performs all Company business in accordance with all regulations (e.g., EEO, FDA, DEA, OSHA, PDMA, EPA, PhRMA, etc.) and Company policy and procedures. When violations are noted/observed they are to be immediately reported to management. Demonstrates high ethical and professional standards with all business contacts in order to maintain BIPI's excellent reputation within the medical and pharmaceutical community.
PCP/Endo Business Specialist Requirements
Bachelor's degree from an accredited institution is preferred.
A minimum of two (2) years successful sales and/or marketing experience in pharmaceutical/healthcare industry, pharmacy, B2B, customer engagement services or equivalent
Experience in diabetes therapeutic area preferred.
History of successful performance
Meets expectations for the key competencies required for this role
Proficiency in Excel, Word, Outlook, and database applications
Ability to travel (may include overnight travel)
Should reside in territory geography or be willing to relocate; exceptions to be granted by senior sales leadership.
Valid Driver's License and an acceptable driving record
Authorization and ability to drive a Company leased vehicle or authorized rental vehicle.
Physical Demands / Surroundings
Daily Travel within territory throughout the work day with multiple stops and visits to office buildings, hospitals and clinics. Going up and down stairs, bending, walking and lifting above head to shelf pharmaceutical material or goods. Periodic overnight travel for training and meetings. Intermittent repetitive lifting up to 40 lbs.
Visual Demands
Pass state motor vehicle vision requirement to operate motor vehicle. Must be able to work both with external and internal customers. Comfortable in new environments and adverse conditions.
Temperaments/Mental Requirements
Must be able to work with diverse groups of people in similar roles, interact with medical practitioners, business partners, manage stress and conflict associated with gaining access to physicians in a highly competitive environment.
Level of Proficiency
Must have the ability to learn and retain complex material, pass tests demonstrating product and disease-related knowledge and deliver content to physicians verbally in a clear, effective and accurate manner in strict compliance with regulatory and other requirements.
Attendance / Schedule
At least 40 hours per week, requires morning and evening flexibility as necessary to meet physician's schedules and coordinate evening speaker programs - Must be able to function in a self-directed work environment.
Proficient in remote engagements with key customers via video conferencing platforms. Able to deliver clear and compliant sales presentations remotely using video, phone and digital media applications. Understands how to build customer relationships that facilitate live and virtual engagement opportunities.
These physical and mental requirements represent a sampling of the physical / mental requirements considered essential to the position. Although this is an accurate representation, it is by no means complete and may be changed or updated as needed.
It is an essential function of/minimum qualification for this position that the employee/applicant be eligible and authorized under all U.S. Export Laws (defined below): a) to be employed by the Company; and b) to receive any technology from the Company that may be required to perform the duties of this position or to which an applicant/employee may, by virtue of holding such position, be provided access by the Company or any third parties during the course of employment. “Export Laws” means the Export Administration Regulations (“EAR”) of the U.S. Commerce Department's Bureau of Industry and Security, presently at 15 CFR §§ 730-799, and the economic sanctions regulations of the U.S. Treasury Department's Office of Foreign Assets Control (OFAC), presently at 31CFR Chapter V, as they may be amended from time to time.
Executive PCP/Endo Business Specialist Requirements
Bachelor's degree from an accredited institution preferred
A minimum of five (5) years successful sales and/or marketing experience in pharmaceutical/healthcare industry, pharmacy, B2B, customer engagement services or equivalent
Experience in diabetes therapeutic area preferred
History of successful performance
Meets expectations for the key competencies required for this role
Proficiency in Excel, Word, Outlook, and database applications
Ability to travel (may include overnight travel)
Should reside in territory geography or be willing to relocate; exceptions to be granted by senior sales leadership.
Valid Driver's License and an acceptable driving record
Authorization and ability to drive a Company leased vehicle or authorized rental vehicle.
Physical Demands / Surroundings
Daily Travel within territory throughout the work day with multiple stops and visits to office buildings, hospitals and clinics. Going up and down stairs, bending, walking and lifting above head to shelf pharmaceutical material or goods. Periodic overnight travel for training and meetings. Intermittent repetitive lifting up to 40 lbs.
Visual Demands
Pass state motor vehicle vision requirement to operate motor vehicle. Must be able to work both with external and internal customers. Comfortable in new environments and adverse conditions.
Temperaments/Mental Requirements
Must be able to work with diverse groups of people in similar roles, interact with medical practitioners, business partners, manage stress and conflict associated with gaining access to physicians in a highly competitive environment.
Level of Proficiency
Must have the ability to learn and retain complex material, pass tests demonstrating product and disease-related knowledge and deliver content to physicians verbally in a clear, effective and accurate manner in strict compliance with regulatory and other requirements.
Attendance / Schedule
At least 40 hours per week, requires morning and evening flexibility as necessary to meet physician's schedules and coordinate evening speaker programs - Must be able to function in a self-directed work environment.
Proficient in remote engagements with key customers via video conferencing platforms. Able to deliver clear and compliant sales presentations remotely using video, phone and digital media applications. Understands how to build customer relationships that facilitate live and virtual engagement opportunities.
These physical and mental requirements represent a sampling of the physical / mental requirements considered essential to the position. Although this is an accurate representation, it is by no means complete and may be changed or updated as needed.
It is an essential function of/minimum qualification for this position that the employee/applicant be eligible and authorized under all U.S. Export Laws (defined below): a) to be employed by the Company; and b) to receive any technology from the Company that may be required to perform the duties of this position or to which an applicant/employee may, by virtue of holding such position, be provided access by the Company or any third parties during the course of employment. “Export Laws” means the Export Administration Regulations (“EAR”) of the U.S. Commerce Department's Bureau of Industry and Security, presently at 15 CFR §§ 730-799, and the economic sanctions regulations of the U.S. Treasury Department's Office of Foreign Assets Control (OFAC), presently at 31CFR Chapter V, as they may be amended from time to time
Business Developer
Business advisor job in Upland, CA
**The Best Teams are Created and Maintained Here.** + The Business Developer (BD) works to improve BrightView's market position and achieve profitable financial growth. This role helps to achieve long-term organizational strategic goals, builds key customer relationships, identifies business opportunities, negotiates, and closes business deals and maintains extensive knowledge of current market conditions. The Business Developer manages the sales pipeline from prospecting to closing and is responsible for full cycle landscape and, depending on region, snow sales. The Business Developer collaborates and works with partners including operations, finance, marketing, and more to manage responses to bids in an effort to meet sales targets.
**Duties and Responsibilities:**
+ Work with prospective customers to discover their "points of pain" and develop solutions.
+ Accurately forecast sales deliverables and KPI's
+ Achieve sales goals and be able to work independently
+ Perform sales prospecting using consultative sales techniques to build long-standing business relationships; marketing; pricing
+ Prepare and conduct heavy phone prospecting, sales presentations, virtual demonstrations, and handle contract negotiations with minimum supervision
+ Identify customer needs and utilize solution-based selling techniques to fully demonstrate value of BrightView services
+ Cultivate and maintain relationships with prospects and existing clients
+ Build and maintain trust-based professional relationships with key decision makers
+ Plan daily and hit specific activity benchmarks and close business
+ Log activity consistently and reliably in CRM (Salesforce)
+ Work in a fast-paced environment while operating with a high sense of urgency
+ Communicate proactively with all decision makers and influencers
**Education and Experience:**
+ Bachelor's Degree or equivalent work experience
+ Extensive face-to-face (B2B) selling experience at the mid-to-senior levels, 3-5 years of experience
+ Experience managing multiple projects and able to multi-task in a large territory
+ Proficient with computer programs including MS Word, Excel, Outlook, and PowerPoint
+ Experience with a CRM or SFA tool
+ Proven track record of sales goal attainment and pipeline management
+ Highly competitive, positive, and results driven
+ Excellent presentation skills
+ Excellent oral and written communication skills to build client-centric and solution/value-based proposals
+ Working experience with social media
+ Local knowledge and contacts in one or more market segments preferred
+ Ability to be self-motivated and self-directed
+ Experience in the service industry with commercial contract sales desirable
**Physical Demands/Requirements:**
+ Constant operation of a computer and other office equipment such as a laptop, cell phone and sales programs/tools
+ Position is a combination of mobile and sedentary work; must be able to remain in a stationary position for extended periods of time
+ Customarily and regularly spends more than half of the time working away from BrightView's places of business selling and obtaining orders or contracts for BrightView's services.
+ Ability to travel by car, train, and plane
+ Position needs to be able to traverse uneven grounds and walk on jobsites with clients and branch teams for periods of time up to 4 hours
**Work Environment:**
+ Works both indoors and outdoors
+ Field based position, combination of office and customer facing.
**_BrightView Landscapes, LLC is an Equal Opportunity and E-Verify Employer._**
**_This job description is subject to change at any time._**
**Compensation Pay Range:**
$68,640 - $85,000
**_BrightView offers a suite or health, wellness, and financial benefits to full-time team members. Benefits offerings for full-time team members include medical, dental, and vision insurance, ancillary and voluntary products, a 401k savings plan with employer contributions, and 6 to 9 company paid holidays per year. Employees may also be eligible to receive paid time off for vacation and/or sick leave, tuition reimbursement, and/or potential variable pay opportunities based on position and performance. A detailed benefits package will be provided during the interview process_** _._
_It's Not Just a Team. It's One BrightView._
Business Insurance Underwriting Professional Development Program Internship (BI UPDP Intern)
Business advisor job in Irvine, CA
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Underwriting
Compensation Overview
The hourly salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual hourly rate for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$24.00 - $25.00
Target Openings
2
What Is the Opportunity?
Applications for this posting will be reviewed on a rolling basis. We encourage you to apply as soon as possible.
Are you curious by nature? Do you enjoy managing relationships and employing your critical thinking skills? Underwriters perform the critical function of evaluating the acceptability of risk and determining appropriate pricing for insurance products. The Business Insurance Underwriting Professional Development Internship Program provides students with the amazing opportunity to gain exposure to this critical function at Travelers. The 10-week program provides qualified students with an excellent opportunity to gain first-hand commercial insurance underwriting experience, receive valuable on-the-job training, and learn more about the property and casualty insurance industry from industry professionals. It is a potential pathway to our 12-month Underwriting Professional Development Program (UPDP). Applicants must be authorized to work for ANY employer in the U.S. The company does not sponsor/support H-1B petitions, TN, or Forms I-983/STEM OPT, for this role.
What Will You Do?
* Within your assigned business unit, each intern will be given a designated coach and be expected to:
* Complete core assignments and training modules geared toward insurance and underwriting principles.
* Participate and complete self-paced professional development courses in time management, presentation skills, and other key areas.
* Complete challenging and meaningful project work over the course of this program at the discretion of your manager. You may work independently or with other interns and will be asked to present your findings to local leadership. Sample projects include a territorial risk assessment to determine profitability and underwriting opportunities as well as a business process analysis to determine underwriting gaps.
* Learn about other areas at Travelers such as Risk Control, Claims, and related Corporate functions. Interns may also engage in Agency visits with Account Executives.
* Participate in the Enterprise Internship experience which includes Executive Speaker Series, Networking events, and Intern Symposium for Rising Seniors.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Because the Underwriting Development Internship Program is itself complex and dynamic, we welcome applicants that have a variety of majors, backgrounds and experiences.
* For the UPDP Internship, we are most interested in students who are serious about entering the insurance industry and who are excited about the prospect of making underwriting their future career choice.
* Preferred cumulative GPA of 3.0 or above.
* Undergraduate students completing their sophomore or junior year preferred.
* Working knowledge of Microsoft Office.
* Strong verbal and written communication skills.
* Strong analytical skills.
* Legal eligibility to work in the United States.
* Targeted Majors:
* Business Administration.
* Economics.
* Finance.
* Liberal Arts (with business focus preferred).
* Management.
* Marketing.
* Risk Management and Insurance.
What is a Must Have?
* Candidate must be pursuing a Bachelor's degree.
* Approximate work availability from June through August (10-12 weeks).
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
We are committed to providing accommodation to persons with disabilities. If you require accommodation during the recruitment or interview process we will work with you to accommodate your needs.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
Maintenance Installation Business Developer
Business advisor job in Upland, CA
**The Best Teams are Created and Maintained Here.** + The Maintenance Installation Business Developer is responsible for driving new business growth by identifying, pursuing, and securing contracts for small scale landscape construction services and installation projects. This role requires a strong balance of sales expertise, industry knowledge, and relationship management to expand the client base, increase revenue, and ensure long-term customer satisfaction.
**Key Responsibilities:**
+ Generate new business opportunities through prospecting, networking, referrals, and cold outreach
+ Build and maintain a healthy pipeline of opportunities for installation projects outside the Maintenance book of business.
+ Develop customized proposals and sales presentations that address client needs and highlight company value
+ Negotiate and close contracts in alignment with company pricing standards and profitability goals
+ Build strong, long-term relationships with property managers, developers, general contractors, and decision-makers
+ Serve as the primary point of contact during the sales cycle and ensure a smooth transition to operations teams post-sale
+ Conduct regular follow-ups to ensure client satisfaction, identify upsell opportunities, and drive retention
+ Stay informed on local market conditions, competitor activity, and industry trends to identify new opportunities
+ Represent the company at trade associations, networking events, and community engagements.
+ Leverage market intelligence to position the company as a preferred partner for landscaping installation solutions
+ Partner with estimating, operations, and project management teams to ensure accurate proposals and service delivery. Review large scale ($1M or greater) jobs with senior leadership (SVP)
+ Work with branch and senior leadership to set annual sales goals, budgets, and strategies
+ Maintain accurate records of sales activities, pipeline development, and results using CRM systems
**Education and Experience:**
+ Bachelor's degree in business, Horticulture, Landscape Architecture, or related field preferred (or equivalent work experience)
+ 3-5 years of proven success in B2B sales preferably in landscaping, construction, property management, facility management or related service industries
+ Knowledge of landscape maintenance and installation practices, horticulture, and project management fundamentals
+ Strong sales, negotiation, and presentation skills
+ Self-motivated, results-driven, and comfortable working independently
+ Proficiency with CRM tools, Microsoft Office Suite, and sales reporting
**Physical Demands/Requirements:**
+ Regular local travel to client sites, industry events, and networking opportunities
+ Office-based activities including proposal development, client follow-up, and team collaboration
+ Ability to physically perform the basic life operational functions of walking, standing, and kneeling
+ Valid driver's license with a clean driving record
**Work Environment:**
+ Works in an indoor office and outdoors during construction site walks or project evaluations
+ Requires occasional evening and/or weekend networking events or meetings
**_BrightView Landscapes, LLC is an Equal Opportunity and E-Verify Employer._**
**_This job description is subject to change at any time._**
**Compensation Pay Range:**
$75,000 - $80,000
**_BrightView offers a suite or health, wellness, and financial benefits to full-time team members. Benefits offerings for full-time team members include medical, dental, and vision insurance, ancillary and voluntary products, a 401k savings plan with employer contributions, and 6 to 9 company paid holidays per year. Employees may also be eligible to receive paid time off for vacation and/or sick leave, tuition reimbursement, and/or potential variable pay opportunities based on position and performance. A detailed benefits package will be provided during the interview process_** _._
_It's Not Just a Team. It's One BrightView._