Business consultant jobs in Clemmons, NC - 89 jobs

Job Description Bonitz, Inc., an Employee Owned Company, is looking for a full time, dynamic project consultant who has the capacity to lead and influence both internally and externally. The successful candidate will have the ability to develop and sustain long-term relationships with general contractors, architects, designers, owners, end users, and internal team members. This person is an expert at learning and understanding the industry, prospecting new business, cultivating a pipeline of existing business, and managing multiple projects from start to finish in a fun, unique, team environment. Overview: Founded in 1954, Bonitz, Inc. is an Employee-Owned Company operating as specialty trade commercial contractors servicing the construction industry. Bonitz designs and installs custom flooring, walls, ceilings, and cladding systems. We offer access, terrazzo and other specialty flooring as well as floor care. We are committed to providing best in class project consulting, project management, and craftsmanship while delivering superior service and practical solutions. Bonitz has divisions in SC, NC, GA, TN, VA, LA, and FL. Position Essential Duties: Excels at working independently as well as part of a core team Has the ability to work on multiple projects at one time from start to finish Will be responsible developing new business and managing existing business clients Takes ownership of projects from first contact through completion, and communicate throughout to internal team members and leaders Provides detailed and accurate work throughout the process Works in an office environment, as well as in the field including on job sites. Possess general business acumen including developing and working an individual business, sales and marketing plan, and being able to read P&L Statements. Ability to develop a strategy for large opportunities Be able to offer solutions to meet the customers' needs including budget requirements. Job Responsibilities: Pre-Construction Build relationships with potential clients and vendors through networking events Gather all the information for a project, this includes initial meeting with end user, possible site visit, acquiring all documents including CAD drawings (Floorplans) Work closely with estimator providing documents, floor plans, etc. Understand the scope of work, partner with the Specialty team if needed Qualify the opportunity. Review AP (Payapp) Meet with Project Specialist to determine what documentation are needed for the project (ex. Using Procore, additional paperwork) Work on contract with Project Specialist and on submittals for architect for approval Gather prices from vendors and work with Project Manager on labor costs Certain projects require access levels like badging, elevator access, safety requirements, site conditions that may affect the install like moisture testing. Assist in coordinating Project Manager meetings with end-user/General Contractor Work with Project Specialist on ordering and ensuring materials will arrive on time Meet with internal team weekly basis Coordinate delivery of material with Warehouse Manager Construction Acting as a support system for Project Manager Send change order to end-user/GC for approval and work with Project Specialist to get them documented Post-Construction Ensure Project Specialist gives out close-out documents to end-user ie. Send cleaning instructions, warranty information, safety data sheets Ensure punch list items are taken care of Follow up with end-user/GC to ensure customer satisfaction End of project meetings with team, takeaways like what did right/wrong Education/Experience and Ideal Candidate Qualifications: Excellent Verbal and Written Communication Skills Critical Thinking, Time Management, Organization, Attention to Detail Drive new business and build relationships with general contractors, architects, designers, owners, end users, and internal team members Bachelor's Degree preferred 3+ years of sales experience preferred. Education may be considered as a substitute. Experience in the construction or like industry is preferred. Willingness to evolve Professional appearance and disposition Ability to work with initiative and independence, as well as team environment. Ability to work with people regardless of race, gender, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, veteran status, medical condition or job type. Ability to take care of customer needs while following company procedures. Proficient in Microsoft Office Suite, including Word, Outlook, Excel, Power Point, Office 365 preferred Safety Requirements: Ensure that all safety training and certifications are up to date or scheduled. Stay compliant with all Bonitz safety polices to ensure a safe and efficient workplace. Must be committed to working safely while accomplishing all tasks. Up to date knowledge of requirements for necessary equipment and training per job.

Job Title: Housing Consultant (Sales Associate) Compensation: Uncapped commission + $30,000/annually base salary On-Target Earnings: $55,000 - $150,000+/annually* * Top performers have the ability to exceed $150,000/annually Job Type: Full-Time Schedule: M-S, (second day off during the week) Work Location: Statesville, NC (This is an in-person position) Are you DRIVEN, SELF-DIRECTED, and ENTHUSIASTIC? Do you want a career with uncapped earning potential, plentiful daily leads, and a base salary + commissions-plus bonuses within your first 30 days? If so, we want to talk to YOU! At Alta Cima Corp dba Factory Expo Homes, we help customers find their dream homes while providing an exciting and rewarding sales experience. As a Sales Associate, you'll engage with prospective buyers, give factory and model home tours, and guide them through the home-buying process with confidence and ease. What's in it for you? * Uncapped commissions + base salary * Medical, dental, and vision insurance options * Company provided life insurance policy * Paid time off & disability benefits * 401(k) plan Duties and Responsibilities: Core duties and responsibilities include the following: * Answer questions about our product. * Invite the customer to our 'one of a kind' sales center. * Give a quick factory tour or virtual tour to demonstrate how the homes are built. * Walk them through our model village. * Help customize their new dream home. * Maintain communication with prospective home buyers. * Give great model home and factory tours. * Supply customers with price estimates, product specifications, and general information. * Make the home buying process simple and pleasurable. * Be a team player. * Have fun while providing a great experience for the customer. Minimum Qualifications: * Tech-savvy with Microsoft Office & CRM experience * Sales License may be required or must be successfully completed within 90 days. * Solid verbal and writing skills. * Strong phone skills. * Retail customer sales experience and large ticket sales preferred but not required. * Basic math skills. * Positive attitude and drive to succeed. * Know the 5 B's: Be Professional, Be Productive, Be Organized, Be Focused, Be Great. With direct mentorship from your Sales Manager and strong support from our corporate team, you'll handle incoming leads and guide prospective customers through the sales process to help them find their dream home. If you have a positive, upbeat attitude, a strong drive to succeed, and the ambition to earn between $55,000 and $150,000 annually-with even greater potential for top performers, this opportunity is for you! Saturdays are required, but sales centers are closed on Sunday. A typical schedule includes one day off during the week and Sunday. ABOUT THE COMPANY Alta Cima Corp dba Factory Expo Homes is one of the nation's largest independently owned manufactured homes, and park model retailers. Established in 1999, our mission is to offer high quality factory-built homes at consumer-friendly, affordable prices. Affordable Housing is key in helping to solve the Nations' housing shortage and here at Alta Cima Corp, we are proud to have shipped over 15,000 manufactured homes to satisfied customers nationwide. We ship to 47 of the 50 states. EEO NOTICE Alta Cima Corp. dba Factory Expo Home Centers is proud to be an Equal Opportunity Employer, and we value diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Job Title: Housing Consultant (Sales Associate) Compensation: Uncapped commission + $30,000/annually base salary On-Target Earnings: $55,000 - $150,000+/annually* *Top performers have the ability to exceed $150,000/annually Job Type: Full-Time Schedule: M-S, (second day off during the week) Work Location: Statesville, NC ( This is an in-person position) Are you DRIVEN, SELF-DIRECTED, and ENTHUSIASTIC? Do you want a career with uncapped earning potential, plentiful daily leads, and a base salary + commissions-plus bonuses within your first 30 days? If so, we want to talk to YOU! At Alta Cima Corp dba Factory Expo Homes, we help customers find their dream homes while providing an exciting and rewarding sales experience. As a Sales Associate, you'll engage with prospective buyers, give factory and model home tours, and guide them through the home-buying process with confidence and ease. What's in it for you? Uncapped commissions + base salary Medical, dental, and vision insurance options Company provided life insurance policy Paid time off & disability benefits 401(k) plan Duties and Responsibilities: Core duties and responsibilities include the following: Answer questions about our product. Invite the customer to our 'one of a kind' sales center. Give a quick factory tour or virtual tour to demonstrate how the homes are built. Walk them through our model village. Help customize their new dream home. Maintain communication with prospective home buyers. Give great model home and factory tours. Supply customers with price estimates, product specifications, and general information. Make the home buying process simple and pleasurable. Be a team player. Have fun while providing a great experience for the customer. Minimum Qualifications: Tech-savvy with Microsoft Office & CRM experience Sales License may be required or must be successfully completed within 90 days. Solid verbal and writing skills. Strong phone skills. Retail customer sales experience and large ticket sales preferred but not required. Basic math skills. Positive attitude and drive to succeed. Know the 5 B's: Be Professional, Be Productive, Be Organized, Be Focused, Be Great. With direct mentorship from your Sales Manager and strong support from our corporate team, you'll handle incoming leads and guide prospective customers through the sales process to help them find their dream home. If you have a positive, upbeat attitude, a strong drive to succeed, and the ambition to earn between $55,000 and $150,000 annually-with even greater potential for top performers, this opportunity is for you! Saturdays are required, but sales centers are closed on Sunday. A typical schedule includes one day off during the week and Sunday. ABOUT THE COMPANY Alta Cima Corp dba Factory Expo Homes is one of the nation's largest independently owned manufactured homes, and park model retailers. Established in 1999, our mission is to offer high quality factory-built homes at consumer-friendly, affordable prices. Affordable Housing is key in helping to solve the Nations' housing shortage and here at Alta Cima Corp, we are proud to have shipped over 15,000 manufactured homes to satisfied customers nationwide. We ship to 47 of the 50 states. EEO NOTICE Alta Cima Corp. dba Factory Expo Home Centers is proud to be an Equal Opportunity Employer, and we value diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Benefits: Bonus based on performance Competitive salary Free uniforms Opportunity for advancement HOT LEADS PROVIDED!! Huge marketing budget! Potential to make 100K+Have you ever worked in an industry that you could walk into ANY business and make a sale? Every type of business uses signs and graphics in ways you haven't even noticed...yet. Look around. See the opportunity on every surface. Whether you're a seasoned professional or just getting started, potential abounds in the sign and graphics industry. You will be provided with hot leads, meaning these are pre-qualified potential customers actively seeking our solutions. Your primary responsibility will be to convert these leads into satisfied clients.An Outside Sales Professional position with FASTSIGNS gives you the opportunity to work with people across different industries and giving them solutions that make an impact in and around their workplace. You'll spend your days meeting with clients assessing needs and opportunities, prospecting for new business, networking, and managing customer relationships. You will be selling a unique, exciting product line that changes by the minute - completely based on customer needs and desires.The challenge? Learning all there is to offer. We have a proven, successful training program to get you the basics, but you will learn every day of your career with FASTSIGNS...because we rarely do the same thing twice.Base pay+Commission+Performance Bonus+PTO+Paid HolidaysQualifications Strong negotiation and customer service skills Proven track record in sales, with a focus on outside sales Experience in managing accounts and developing new business opportunities Knowledge of B2B sales strategies and marketing techniques Ability to effectively utilize technology, including Hubspot Responsibilities Develop and maintain strong relationships with clients through effective negotiation and customer service. Identify and pursue new business opportunities in outside sales, focusing on B2B marketing strategies. Conduct product demonstrations and deliver compelling sales presentations to potential clients. Collaborate with the marketing team to create targeted sales strategies that align with company goals. Utilize Hubspot and other tools for account management and sales tracking. How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and why they would be a great fit for our team. Please send applications via indeed or online at ************************************************************* Job Type: Full-time Benefits: Cell phone reimbursement Employee discount Flexible schedule Paid time off Paid training Travel reimbursement Compensation Package: Bonus opportunities Commission pay Monthly bonus Performance bonus Uncapped commission Yearly bonus Schedule: Monday to Friday License/Certification: Driver's License (Required) Ability to Commute: Concord, NC 28025 (Required) Ability to Relocate: Concord, NC 28025: Relocate before starting work (Required) Work Location: In person Compensation: $50,000.00 - $150,000.00 per year At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.

Advanced Analytics Senior Consultant Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. PLEASE NOTE: This position is not eligible for current or future visa sponsorship. The Advanced Analytics Senior Consultant employs strategic perspectives with advanced analytical methods to identify new opportunities to improve the whole health of our members. This individual will create statistical models to predict, classify, quantify, and/or forecast business metrics; but will also be able to identify, define, evolve, solicit buy-in, and ultimately enable execution of the opportunities created by these models. How You Will Make an Impact: * Proactively collaborates with business partners to determine identified population segments and develop actionable plans to enable the identification of patterns related to quality, use, cost and other variables. * Publishes results and addresses constraints/limitations with high level business partners. * Provides analytical insights to support business solution development based on quality, use, cost, and other key drivers. * Contributes to the design of new programs/initiatives based on test/pilot outcomes. * Develops targeting criteria or customer segmentation based on analytical insights, clinical inputs, product design, and operations considerations. * Conducts in-depth research to address challenging issues in measuring outcomes. * Develops original algorithms to innovative solutions to address trends and clinical outcomes. * Prepares analytical data sets in support of modeling studies * Build, test, and validate statistical models. * Collaborates with other functional analytic areas to ensure product delivery. Minimum Requirements: * Requires Doctoral degree in Biostatistics, Statistics, Mathematics, Epidemiology or equivalent training and mastery and a minimum of 10 years experience in related health care analytics; or any combination of education and experience which would provide an equivalent background. Preferred Skills, Capabilities, & Experiences: * Intermediate to advanced knowledge of math, probability, and algorithmic development in python or R. * Intermediate to advanced knowledge of SQL. * Familiarity with relational database environments such as MS SQL Server, Teradata, Oracle. * Experience querying and developing models in Snowflake / Snowpark. * Substantial analytical experience in healthcare industry preferred. * Proven ability to design modeling studies and experience with data models, addressing data quality issues in study design, constructing robust and efficient analytical data sets strongly preferred. * The ability to present meaningful results to a business audience, to participate collaboratively in a team tasked to produce complex analyses on a rigorous schedule, to communicate with strong written and verbal communication skills, and to present to large multi-disciplinary audiences regularly strongly preferred. Job Level: Non-Management Exempt Workshift: 1st Shift (United States of America) Job Family: RDA > Reporting & Data Analysis Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Job Description GreenSpark Finance is an innovative AI Cashflow Management Platform for CPG Brands. We are an investor-backed, fast growing startup on a mission to empower organizations with a modern cashflow management solution that is intelligent, dynamic, and powerful enough to help CPG brands operationalize their cashflows. Every organization will soon integrate AI Agents for seamless collaboration-this “Agentic Workforce” is arriving sooner than you think. GreenSpark is building AI-driven Cashflow Management for CPG Brands. Imagine an AI that not only crunches numbers but predicts and solves cashflow challenges in real time. This role is ideal for an accountant eager to transition into an analyst position. The timeline for this shift will depend on the candidate's capabilities, but we anticipate the following progression: Months 1-6: 75% Accounting / 25% Analyst Months 6-12: 50% Accounting / 50% Analyst Month 12+: 100% Analyst Responsibilities Initially, the focus will be on outsourced accounting support for CPG clients, ensuring financial data is accurate and well structured. Responsibilities during this phase will include: Preparing financial reporting packages for clients Managing invoicing and billing processes Handling accounts receivable & accounts payable Conducting account reconciliations Ensuring data accuracy and quality assurance (QA) Supporting cashflow modeling & forecasting As GreenSpark's platform matures, the need for bookkeeping support will decrease, and the role will shift toward data analysis and business intelligence. At this stage, the focus will expand to: Working closely with clients and internal teams to understand business needs Documenting business processes and workflows for the product team Assisting in writing user stories and managing feature requests Collaborating with developers and designers to clarify requirements Testing new platform features and identifying potential issues Conducting financial analysis and modeling to support product development Analyzing customer feedback and product usage data to identify trends Researching competitors and industry insights to inform strategy Enhancing internal tools, processes, and reporting structures Supporting customer onboarding and training Qualifications Bachelor's degree in Accounting, Finance, Data Analytics, or a related field 2-3+ years of experience in accounting, finance, or data analysis Strong understanding of accounting principles including GAAP Accounting and Financial Statements Proficiency in QuickBooks Online and Bill.com (required) Advanced Excel skills (data tables, pivot tables, advanced formulas) Strong analytical mindset and attention to detail Excellent written and verbal communication skills Desire to work in a small, fast-paced team environment Experience working in financial services Experience in a SaaS or tech startup environment preferred Exposure to business intelligence tools (e.g., Looker, Tableau, Power BI) Working with Shopify/Amazon Ecommerce a plus Ability to work a hybrid schedule from our Charlotte, NC or New York, NY office

The Professional Aesthetic Consultant (PAC) promotes the product portfolio to targeted aesthetic customers within a designated geographical area. This role will create product acceptance and enhance portfolio growth through various business development activities. The PAC provides technical product and procedure expertise. Reporting to: Regional Sales Manager Territory: Winston-Salem, NC (Raleigh, Greensboro, Ashville) Salary Range: *$95,000-$100,000 annually + incentive compensation * the final salary offered will depend upon factors that may include but are not limited to the quality and length of experience, education and geographic location. Responsibilities/Essential Duties: Strategically manages the territory to meet or exceed sales objectives. Responsible for lead generation through direct contact with customers in assigned area. Maintains effective customer relations, develops opportunities for growth within an existing customer base, and assures market penetration and profitability while achieving sales forecasts. Delivers sales results per assigned quarterly goals, and have primary responsibility for area metrics, issues and customers. Maintains a pipeline of opportunities to meet or exceed sales objectives. Provides and filters key market insights back to sales and marketing management. Maintains accurate reporting, records and files necessary for proper management of territory. Positively represents Revance throughout customer locations. Actively participates in sales meetings, conference calls, and other necessary business meetings. Demonstrates honesty and integrity while modeling behaviors consistent with company standards, and adheres to all sales policies and procedures. Basic Qualifications: Master's degree or Bachelor's degree Minimum 2 years of outside sales experience in the Medical or Aesthetics industry Preferred Qualifications: 5+ years of sales/account management experience a plus History of meeting and exceeding sales objectives. Experience in medical aesthetics, dermatology, or plastic surgery a plus Launch experience. Experience in buy and bill or cash pay medicine a plus Advanced business acumen; understands competitors, influencers and industry trends. Ability to work in a launch or fast-paced, highly visible and dynamic environment. Strong knowledge of analytics, budgeting and key revenue drivers; able to leverage data to target and prioritize opportunities. A valid driver's license is required Company Summary: Revance is a fast-growing global aesthetics and skincare company focused on providing innovative aesthetics and market-leading skincare offerings throughout every stage of life. With a differentiated portfolio of products spanning 60 countries, Revance meets the evolving needs of patients and consumers worldwide through continued innovation and commercialization of new products and treatments. What Revance invests in you: Competitive Compensation including generous base salary and incentive compensation Flexible unlimited PTO, holidays, and parental leave Generous healthcare benefits, Employer HSA match, 401k match, wellness discounts and much more This section of the is required by the American with Disability Act (ADA). The ADA requires that job descriptions reflect the physical and mental demands required to effectively perform the essential duties of the job. The ADA prohibits employers from discriminating against a “qualified individual with a disability” in all aspects of the employment relationship. A “qualified individual with a disability” is “an individual who meets the education, experience, skill, and other job-related requirements of a position held or desired, and who, with reasonable accommodation, can perform the essential functions of a specified job.” Revance is an Equal Opportunity employer. All qualified applicants will receive consideration for employment based on merit, without regard to race, color, religion, sex, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

IT Business Intelligence/Data Analyst III will be responsible for translating student, faculty, and staff data into clear, usable, actionable information that supports the university's strategic plan and mission of the university. The key responsibilities of the Institutional Research Data Analyst will be to 1) translate and visualize data and information into actionable dashboards, 2) communicate information derived from data to a broad range of campus stakeholders, and 3) contribute meaningfully to the data analytics community. Responsibilities Strategic Analysis Collects and integrates external data sets with internal data elements for analysis to understand underlying patterns and trends using statistical techniques to develop business intelligence insights and compellingly present them to enable strategic and sustainable institutional decisions. Data integration and analysis will require the use of database query tools, statistical and analytical software, and data discovery tools to extract, manipulate, and analyze data, trends, and patterns. Institutional Reporting Summarize qualitative and quantitative data. Knowledge of which data visualization would be most appropriate for the audience and type of data is critical. This position will be responsible for maintaining the institutional Fact Book. Data Integrity Responsible for validating institutional data, identifying gaps in data, researching and recommending appropriate transformations of relevant data elements, research methods, and/or software tools to better perform data analytics and deliver critical results. Department Required Skills This position requires an Undergraduate Degree in Data Analytics, Statistics, Mathematics, Computer Science, Psychology, or Economics or three to four years of experience analyzing and synthesizing complex data sets to produce highly readable, informative reports and presentations. Demonstrated experience in statistical analysis and modeling techniques, including probability and statistical models, trend analysis, regression, analysis of variance and multivariate analysis, factor analysis, etc. Experience with predictive models and machine learning techniques such as clustering, regression, artificial neural networks, and decision trees. Advanced knowledge of SAS (Base, Enterprise Miner, Enterprise Guide, and/ or Visual Analytics), R, or SPSS . Preferred Years of Experience, Skills, Training, Education Advanced degree in Data Analytics, Statistics, Mathematics, Computer Science, Psychology, Economics, and three to four years of experience analyzing and synthesizing complex data sets to produce highly readable, informative reports and presentations. Demonstrated advanced knowledge of Rapid Insight, VEERA , Power BI, and Tableau or similar software to create visualizations for web publications, presentations, etc. Ability to clearly communicate and accurately present methodology and results of analyses to various technical and non-technical internal audiences Collaborate effectively with co-workers Self-motivated with a strong orientation for customer service The individual in this position will be expected to enhance effective data dissemination and discussion between the schools/colleges and the administrative offices. Preferred Years Experience, Skills, Training, Education Advanced degree in Data Analytics, Statistics, Mathematics, Computer Science, Psychology, Economics and three to four years of experience analyzing and synthesizing complex data sets to produce highly readable, informative reports, and presentations. Demonstrated advanced knowledge of Rapid Insight, VEERA , Power BI, and Tableau or similar software to create visualizations for web publication, presentations, etc. Ability to clearly communicate and accurately present methodology and results of analyses to various technical and non-technical internal audiences Collaborate effectively with co-workers Self-motivated with a strong orientation for customer service The individual in this position will be expected to enhance effective data dissemination and discussion between the schools/colleges and the administrative offices.

Business Analytics Intern DEPARTMENT: Internships REPORTS TO: Director General Manager/Finance FLSA STATUS: Hourly Intern As the world's leading venue management company and producer of live event experiences, ASM Global is the preeminent management and content partner with over 350 venues worldwide. Operating and investing in the world's most important stadiums, arenas, convention centers, and theaters requires unmatched dedication and the most profound expertise. Our focus is YOU! Through investments in growth, resources, and technology we strive to enhance the experience of our internal Team Members and to continue creating amazing live experiences for the guests that we serve. ASM Global, the leader in privately managed public assembly facilities, has an excellent and immediate opening for a Business Analytics for ASM Global | Wake Forest Athletics Facilities. The position is responsible for local market support for the Lawrence Joel Veterans Memorial Coliseum, Allegacy Stadium, and Couch Ballpark in addition to other duties as assigned. Essential Duties and Responsibilities Assist in the effective management of business operations at all ASM Global Wake Forest University managed and administered properties Responsible for developing project deliverables such as presentations, financial models, fact sheets, case studies, summary documents, etc. Support strategic initiatives through the collection, analysis, and reporting of applicable event and operational data Provide financial and strategic analysis support for the development and negotiation of tenant agreements, professional services, and other third party engagements Support the following positions: ASM Global General Manager and Finance Manager Provide support services to the ASM Global Arenas, Stadiums, and Theaters corporate division as assigned All other duties as assigned Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Understanding and general knowledge of financial planning & analysis, finance, budgeting, and cost control principles Practical experience in the sports and entertainment industry is preferred Ability to analyze financial data and prepare financial reports, statements, and projections Excellent written and verbal communication skills Ability to deliver high quality work and function both independently and as a team member Possess good judgment, professionalism, strong interpersonal skills Proficiency in decision making, analysis, and strategic thinking Strong Excel skills and Windows-based finance system knowledge Working knowledge of programs such as Power BI, SAP Products, etc is preferred. Proven ability to perform multiple assignments and manage projects on strict deadlines under pressure Must embrace flexibility in work schedule to support events as needed Education and/or Experience Current undergraduate or graduate student enrolled in business management or finance at a college or university Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to move around the facility; to stand for long hours during events; talk and hear. This position may require work inside or outside of the building, as needed by events. Note The essential responsibilities of this position are described under the headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. Also, this document in no way states or implies that these are the only duties to be performed by the employee occupying this position. ASM Global is an Equal Opportunity/Affirmative Action employer, and encourages Women, Minorities, Individuals with Disabilities, and protected Veterans to apply. VEVRAA Federal Contractor.

Job Description Experience:2 to 7 Years Qualifications: Candidates must have a strong experience in Data engineering and Analytics services offering. Diligent research abilities that help identify the right prospects to target You will need to prove this to the hiring manager at the Interview stage 2-4 years of experience in a demand generation, sales or lead generation environmentwith consulting/services/product companies selling B2B to the Fortune 2000. You have proven ability to generate opportunities for a sales organization that lead to high levels of revenue. Extremely comfortable and confident over the phone with excellent verbal and written communication skills. Excellent skills in overcoming objections, developing rapport, and persuasion. Ability to work as a team player with multiple internal and external customers. Superior time management and organization skillsto manage high volume of output of calls, research and email required by this position. A positive attitude, a sense of fun and a courteously aggressive style. Professional Sales Training considered an added plus, as is exposure to Data/Analytics as an industry. You are accountable When you say you will do it, you will run with the ball and see it through to completion. You are a self- starter who can work within the frenzied pace of a fast growth technology company. You do not wait for others to give you direction. Business Development Rep -Important Job Functions Youll call Chief Data/AI/Analytics/Digital Officers, VP, CTOs, CMOs, Marketing Technology Officers within Fortune 2000 companies in Travel, Media, Financial Services, Manufacturing, Entertainment, Retail and CPG industries matching our product/services to their needs and business problems.Most of the work will be done via phone, email, and Virtual Meeting apps. This is a critical role this person will be setting up relationships for senior staff to negotiate and close. Future growth could include outside sales and closing business. Drive strategic lead generation efforts- sourcing and qualifying high-value prospects through targeted web scraping, database mining, in-depth internet research, and use of professional networking platforms. Be a digital-networking ninja and strategic thinker, no spray-and-pray here! Contacting these leads viafocused outbound targetingand building early-stage relationships that can develop into future sales. Creativity is critical and you should be able to get past the din and noise surrounding our prospects lives. Monitor ongoing leads for diligent follow-upto make sure that a lead can develop properly and become sales ready. Assisting efforts bypromoting our various sales campaigns and marketing events via telephone and email. Keeping the pipeline of available leads for Outside sales to be full at all times, so Client Partners can focus on selling, rather than spending time focused on prospecting accounts. Tracking all key metrics related to lead generation in CRM. Providing other reporting on lead generation activities as assigned by the Sales Manager.

EMMsphere is a Aprimo certified partner who has been providing user and solution care services to Aprimo clients since 2003. We help companies implement their Aprimo marketing operations software solution and also provide post implementation user and solution support services. EMMsphere is located in Winston-Salem, North Carolina. About Aprimo Aprimo Applications is the global leader in delivering Integrated Marketing Management (IMM) software solutions to leading marketing organizations around the world. Aprimo Applications provides solutions for Marketing Operations, Campaign Management, Digital Messaging, Digital Marketing and Marketing Analytics. Job Description The Associate Consultant position is an entry-level position responsible for providing end user support for Marketing and Agency professionals who use the Aprimo marketing operations software solution. Primary Responsibilities: User Support Receive, track and manage user support requests and reported issues. Provide telephone and remote desktop support to resolve training related issues. Perform required user administration activities within the system. Document and escalate solution configuration and platform issues to the appropriate escalation contact. Secondary Responsibilities: Solution Configuration & Training Support Assist Solution Manager with maintaining and developing workflow templates and related system configuration. Assist Solution Manager with maintaining the end user reference materials and solution documentation. Assist Solution Manager with developing and conducting required end user training programs (classroom, desk-side coaching and on-line training programs). Requirements Qualifications Entrepreneurial spirited person not afraid to get their hands dirty to get the job done. Must have excellent people skills with the ability to become embraced as a trusted advisor within our clients' user community. Must be a solution oriented problem solver with excellent listening and communication skills. The Associate Consultant is a person who enjoys learning new software applications, wants to become an expert on those applications and thrives on solving business problems with those applications. This person is very proactive, creative, analytical, and thrives in a rapidly changing environment. Education: Bachelors Degree. Preferred (but not required) majors: Business Marketing Management Information Systems Computer Science Work Experience: 0 - 2 Years Ideal candidate would have experience in one of the following functional areas: Marketing Department Creative Agency Help Desk Training Software Solutions

To us, CoServe means that “we're in it together” with our business partners. Your priorities are our priorities, and we are vested in your success. This core perspective drives everything we do. We've found that working together is what creates long-term value and profitability. Our mission is to serve you first, and in serving you, we win together. Our vision is to help discover the very best talent on the planet. And then help those people find their ideal work opportunity. CoServe's specific focus is IT and Telecommunication. As serving others has always been our M.O., we have built deep, lasting relationships over the last few decades. These relationships are what make the difference in finding the exact right person at exactly the right time. Job Description Our customer is a leading provider of Advanced Technology solutions in Data Center, Security, Unified Communications and Video. They have focus practices that offer complimentary products and services including virtualization, systems, storage and collaboration. We are looking for a seasoned solutions seller, someone experienced with these technologies for our North Carolina territory. You would come alongside a very strong engineering team that includes multiple CCIE's, various other Cisco, EMC & VMware certified engineers that provide pre-sales support and a complete line of services including planning, design, implementation and managed support services. This highly motivated individual will have experience in account management and will work with the engineering team to offer the quality network solutions that have continually provided strong growth in this North Carolina market. Responsibilities include: • New Business Development-prospecting and uncovering new accounts. • Building relationships and growth in existing accounts. • Working directly with the engineering team on client requirements and business solution development. • Defining opportunities, proposal development and providing client presentations. • Building relationships and alignment with Cisco and other strategic partners. Qualifications 3 yrs outside Sales experience in Advanced Technology Sales (Data Center, Collaboration, Networking) or related industry, preferably in a N.C. market selling Cisco solutions Strong Data Center, Collaboration, Networking, IT Solutions experience, preferably in a N.C. market with Cisco Self motivated and high energy Consummate professional with integrity and strong character Strong references as a team player Additional Information This is an immediate opportunity! Please contact us so we can help you get that first interview!

Job DescriptionOUR MISSIONWe firmly believe that small and medium-sized businesses are the most vital contributors to their communities. We strive every day to not only support the growth and profit improvement of American businesses, but to enrich the lives of the owners and their families. By supporting these businesses, we can directly impact the communities they serve. We meet businesses where they are. How can we help you move forward today? Build the Team. Lead the Culture. Own the Metrics. Our Business Development Coordinators (BDC) are the powerhouse of Cogent's growth engine. This team is responsible for driving outbound prospecting efforts and fueling the success of our Regional Vice Presidents (RVPs) by setting high-quality appointments with business owners. BDCs keep our field consultants in motion, ensuring they're in front of the right clients at the right time to drive impact and close deals. This hands-on, accelerated leadership program is designed for high-performance individuals who want to lead from the frontlines, learn our systems inside-out, and quickly move into a leadership role where they will own their team's performance and drive the results that fuel our national sales force. This is NOT a passive leadership track. You will start by mastering outbound prospecting yourself, quickly advancing into team leadership within 90 days or less and setting the tone for a high-accountability, high-energy environment. Why Cogent Analytics? Cogent Analytics is a national Inc. 5000 business advisory firm committed to partnering with privately held businesses to achieve stability, growth, and long-term success. When the BDC wins, Cogent wins. We invest in building leaders like you who can drive performance and inspire teams to exceed expectations. Your Leadership Playbook: Master Outbound Sales: 120+ calls/day, setting 5+ qualified appointments weekly in your first 60 days Fast-Track to Leadership: Step into a Calendar Lead role within 90 days, driving your own Internal Sales Representatives (ISR) Team Set the Tone of Performance: Consistently lead from the front with your own production Lead & Coach Teams: Build morale, coach daily, drive KPIs, and own team culture Own the Metrics: Manage dashboards, hold team accountable, and be responsible for your team's production supporting Cogent's RVPs Advance Fast: After proven success, advance into Regional Development Coordinator (RDC), BDC Team Lead, or client-facing roles Who Thrives in This Role: Individuals with 2 to 5 years of B2B SDR, Inside Sales or Business Development experience Sales-driven leaders with a hunger to win and a passion for coaching teams to the top (B2B sales experience preferred) Proven sales professionals with a strong track record of owning and driving results Proven team builders with experience leading 3-5 people in sales, service, or operations settings High-urgency, emotionally intelligent leaders who drive KPIs while inspiring a winning culture Relentless coach, motivator, and accountability driver Calm, decisive leaders who thrive in fast-paced, high-pressure, high-energy environments Compensation: $52K/yr (25.00 per hour starting rate)+ aggressive commission & bonus structure to earn an additional $28,000 - $60,000 annually Full-time W2 \u007C Comprehensive Benefits Package Fast-track leadership promotions with six-figure earning potential within 6-9 months Ready to build teams, drive culture, and fast-track your leadership career? Apply now through our leadership candidate portal. #ZR 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.

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. Section 2: Job Functions, Essential Duties and Responsibilities Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business Assist with other tasks and projects as assigned * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelors degree preferred * 3-5 or more years ERISA experience in the retirement industry * Experience in analysis of financial data required * Experience in Relius software desirable, but not required * Strong Word, Excel, and Outlook skills * Strong written and oral communication skills * Strong analytic mentality associated with problem solving skills * Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters * Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

• JVM Monitoring • MQ Monitoring • Instrument and configure Fusion Release Candidate 3. Additional Information All your information will be kept confidential according to EEO guidelines.

Job Description At Bonitz, a 100% employee-owned leader in specialty trade contracting, we are seeking a results-driven Outside Sales Project Consultant to manage impactful commercial finishes projects. In this role, you'll partner with General Contractors, Architects, Designers, and Owners to deliver solutions that exceed expectations while growing your career in a supportive, team-oriented environment. Overview: Founded in 1954, Bonitz, Inc. is an Employee-Owned Company operating as specialty trade commercial contractors servicing the construction industry. Bonitz designs and installs custom flooring, walls, ceilings, and cladding systems. We offer access, terrazzo and other specialty flooring as well as floor care. We are committed to providing best in class project consulting, project management, and craftsmanship while delivering superior service and practical solutions. Bonitz has divisions in SC, NC, GA, TN, VA, LA, and FL. Position Essential Duties: Business Development: Build and maintain long-term relationships with General Contractors, Architects, and other key stakeholders. Drive new business and manage existing accounts with a strategic, solutions-oriented approach. Develop and execute individual business, sales, and marketing plans. Build relationships with potential clients and vendors through networking events Gather all the information for a project, this includes initial meeting with end user, possible site visit, acquiring all documents including CAD drawings (Floorplans) Pre Construction Project Management: Take ownership of flooring or ceilings and drywall construction projects from start to finish, ensuring seamless communication and alignment across all phases. Provide solutions tailored to customer needs, including budget and timeline considerations. Collaborate with internal teams to deliver precise and timely results. Work closely with estimator providing documents, floor plans, etc. Understand the scope of work, partner with the Specialty team if needed Meet with Project Specialist to determine what documentation are needed for the project (ex. Using Procore, additional paperwork) Assist in coordinating Project Manager meetings with end-user/General Contractor Work with Project Specialist on ordering and ensuring materials will arrive on time Meet with internal team weekly basis Coordinate delivery of material with Warehouse Manager Education/Experience and Ideal Candidate Qualifications: Drive new business and build relationships with general contractors, architects, designers, owners, end users, and internal team members 3+ years of sales experience Experience in the construction or specialty trade commercial contractor like industry is preferred. Professional appearance and disposition Ability to work with initiative and independence, as well as team environment. Ability to take care of customer needs while following company procedures. Proficient in Microsoft Office Suite, including Word, Outlook, Excel, Power Point, Office 365 preferred Excellent Verbal and Written Communication Skills Critical Thinking, Time Management, Organization, Attention to Detail Safety Requirements: Ensure that all safety training and certifications are up to date or scheduled. Stay compliant with all Bonitz safety polices to ensure a safe and efficient workplace. Must be committed to working safely while accomplishing all tasks. Up to date knowledge of requirements for necessary equipment and training per job.

Job DescriptionOUR MISSIONWe firmly believe that small and medium-sized businesses are the most vital contributors to their communities. We strive every day to not only support the growth and profit improvement of American businesses, but to enrich the lives of the owners and their families. By supporting these businesses, we can directly impact the communities they serve. We meet businesses where they are. How can we help you move forward today? Build the Team. Lead the Culture. Own the Metrics. Our Business Development Coordinators (BDC) are the powerhouse of Cogent's growth engine. This team is responsible for driving outbound prospecting efforts and fueling the success of our Regional Vice Presidents (RVPs) by setting high-quality appointments with business owners. BDCs keep our field consultants in motion, ensuring they're in front of the right clients at the right time to drive impact and close deals. This hands-on, accelerated leadership program is designed for high-performance individuals who want to lead from the frontlines, learn our systems inside-out, and quickly move into a leadership role where they will own their team's performance and drive the results that fuel our national sales force. This is NOT a passive leadership track. You will start by mastering outbound prospecting yourself, quickly advancing into team leadership within 90 days or less and setting the tone for a high-accountability, high-energy environment. Why Cogent Analytics? Cogent Analytics is a national Inc. 5000 business advisory firm committed to partnering with privately held businesses to achieve stability, growth, and long-term success. When the BDC wins, Cogent wins. We invest in building leaders like you who can drive performance and inspire teams to exceed expectations. Your Leadership Playbook: Master Outbound Sales: 120+ calls/day, setting 5+ qualified appointments weekly in your first 60 days Fast-Track to Leadership: Step into a Calendar Lead role within 90 days, driving your own Internal Sales Representatives (ISR) Team Set the Tone of Performance: Consistently lead from the front with your own production Lead & Coach Teams: Build morale, coach daily, drive KPIs, and own team culture Own the Metrics: Manage dashboards, hold team accountable, and be responsible for your team's production supporting Cogent's RVPs Advance Fast: After proven success, advance into Regional Development Coordinator (RDC), BDC Team Lead, or client-facing roles Who Thrives in This Role: Individuals with 2 to 5 years of B2B SDR, Inside Sales or Business Development experience Sales-driven leaders with a hunger to win and a passion for coaching teams to the top (B2B sales experience preferred) Proven sales professionals with a strong track record of owning and driving results Proven team builders with experience leading 3-5 people in sales, service, or operations settings High-urgency, emotionally intelligent leaders who drive KPIs while inspiring a winning culture Relentless coach, motivator, and accountability driver Calm, decisive leaders who thrive in fast-paced, high-pressure, high-energy environments Compensation: $52K/yr (25.00 per hour starting rate)+ aggressive commission & bonus structure to earn an additional $28,000 - $60,000 annually Full-time W2 \u007C Comprehensive Benefits Package Fast-track leadership promotions with six-figure earning potential within 6-9 months Ready to build teams, drive culture, and fast-track your leadership career? Apply now through our leadership candidate portal. #ZR 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.

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Responsible for managing the overall onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. Also responsible for quality control and assurance for plan conversions, account transition and ensuring all responsibilities and tasks are performed in accordance with FuturePlan's core values and best practices. Job Functions, Essential Duties and Responsibilities Manages case load effectively to meet or exceed departmental service goals specific service levels for quality and timeliness with limited supervision. Provides clear communication regarding the roles of each individual involved in the onboarding process. Collaborates with team members to continuously improve implementation processes. Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan. Communicates the details of the plan's onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases. Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress. Provides training and assistance to clients to ensure completion of the client tasks and issue resolution. Ensures internal department's completion of tasks by the scheduled due date. Provides input to Management on client issues and onboarding delays. Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability. Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services. Provide guidance to clients and financial advisors to fully inform and educate then on on-going administrative services provided by FuturePlan. Provide hand-off to the appropriate service consultant to ensure a smooth transition for the client and financial advisor including identifying all open issues. Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study. Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned. Experience, Skills, Knowledge Requirements Bachelor's degree in Accounting, Business Administration, Mathematics, or equivalent work experience. Proficiency in MS-Office software applications, including Excel and Word. 1-3 years of industry experience in financial services or retirement services environment is preferred. Minimum of 2 years of experience with Relius, ASC, FT William or similar administration recordkeeping system preferred. Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency. Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the FuturePlan organization, as well as with our client base. Computer literacy with recordkeeping systems and trust systems; and experience with plan reconciliations. Possess excellent analytical abilities, attention to detail, accuracy and problem-solving ability. Ability to work in a team environment to ensure common goal of providing exceptional customer service. Ability to react to change productively and handle other essential tasks as assigned. Ability to work well under pressure with multiple priorities and deadlines in a fast paced environment. Ability to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. Must possess strong facilitation, negotiation, and conflict resolution skills. Ability to escalate issues to appropriate levels within an organization. Ability to work additional hours as necessary to meet business needs. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary The Deconversion Consultant becomes the primary contact once a client has notified their Service Consultant of disengagement or plan termination. You will own the end-to-end deconversion experience, ensuring all plan administration work is completed accurately and efficiently. This includes partnering with internal departments under heightened urgency to properly transfer or close out the plan, delivering a seamless and compliant transition that reflects FuturePlan's commitment to excellence. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. * Serve as the primary point of contact for clients and advisors throughout the deconversion process, managing expectations and driving timelines. * Own all aspects of plan administration for assigned deconversion cases, including compliance testing, annual valuation, Form 5500 filing, and final asset distributions. * Prepare necessary government forms and ensure compliance with DOL and IRS requirements. * Partner with internal departments (Compliance, Trust Accounting, Operations, etc.) to coordinate and expedite deconversion activities. * Perform census review, eligibility calculations, trust accounting, and asset reconciliation. * Identify and resolve plan discrepancies, ensuring all corrective actions are completed prior to plan closure. * Track progress of all deconversion cases to ensure deadlines are met and dependencies are managed effectively. * Maintain proactive communication with clients, plan sponsors, and internal teams, providing status updates and resolving issues promptly. * Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction. Supervision * N/A. Section 3: Experience, Skills, Knowledge Requirements * Education & Experience * Bachelor's degree in Business, Finance, Accounting, or related field; or equivalent professional experience. * 5+ years of experience in retirement plan administration, deconversion, or financial services; experience with multiple plan types (DC, DB, Combo) strongly preferred. * Familiarity with recordkeeping platforms such as FTW and ASC; ability to quickly learn and adapt to new technology tools. * Technical Skills * Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook); ability to manage and analyze data effectively. * Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed). * Experience with plan reconciliations, trust accounting, and conversion processes. * Proficiency in InContact (call center platform) and Salesforce (CRM) for client communication and workflow management. * Core Competencies * Exceptional client service orientation with strong presentation, facilitation, and negotiation skills. * Excellent written and verbal communication skills; ability to communicate clearly and professionally with clients, advisors, and internal teams. * Strong analytical and problem-solving abilities with meticulous attention to detail and accuracy. * Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining quality and compliance. * Demonstrated ability to exercise sound judgment on issues that could impact financial outcomes and client relationships. * Skilled in conflict resolution and escalation management. * Behavioral Attributes * Collaborative team player who thrives in a culture of accountability and innovation. * Adaptable to change and committed to continuous improvement. * Willingness to work additional hours as needed to meet client and business needs. * Embodies FuturePlan's core values and approaches every task with a "Day 1" mindset. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer The national average salary range for this role is $65-75k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").