Business Development Manager - Residential Construction
The Specialized Recruiting Group is partnered with a respected residential construction firm in Charlotte, NC seeking a Business Development Manager to drive growth across their drywall, paint, and plumbing divisions. This is an excellent opportunity for a polished relationship-builder with strong construction industry experience and a passion for expanding territory and client partnerships.
About the Role
The Business Development Manager will own the full sales cycle-from identifying new builder opportunities to closing contracts and guiding successful handoff to operations. This individual will be the face of the company for new residential and custom homebuilder clients, helping strengthen market presence and elevate the client experience.
Key Responsibilities
Manage the entire sales process from lead generation through close.
Serve as the primary contact for new residential and custom builder clients.
Build and maintain strong relationships with production and custom builders.
Identify new market opportunities and actively pursue new builder accounts.
Develop and execute a territory growth strategy with Sales leadership.
Communicate pipeline activity, revenue forecasts, and progress updates.
Partner with estimating, operations, and field teams to ensure seamless project transitions.
Maintain a healthy, accurate CRM pipeline and track all sales activities.
Monitor competitor activity, pricing, and market trends.
Represent the company at builder associations, community events, and industry functions.
Support cross-functional communication to ensure consistent service delivery.
Meet or exceed goals for revenue growth, gross profit, and new business.
What Success Looks Like
Achieves targets for revenue, profitability, and new client acquisition.
Maintains excellent communication with internal teams and clients.
Demonstrates strong analytical skills using financial and performance metrics.
Thrives in a fast-paced, growth-focused environment.
Maintains a strong presence in the field and within the builder community.
Represents the organization professionally and positively at all times.
Qualifications
Bachelor's degree in Business or related field preferred.
5+ years in sales, account management, or business development.
Residential construction experience highly preferred.
CRM and Sage experience a plus.
Proficiency in Microsoft Office Suite.
Valid driver's license and local travel required.
Physical & Work Requirements
Ability to remain productive in a primarily office-based, desk-focused role (approx. 75%).
Ability to navigate stairs and multi-level work areas as needed.
Occasional travel to job sites, builder offices, and industry events.
Ability to lift up to 15 lbs.
If you're a growth-minded sales professional with strong builder relationships and a passion for residential construction, we'd love to connect!
$73k-115k yearly est. 3d ago
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Business Consultant
Akkodis
Business partner job in Charlotte, NC
Akkodis is seeking a Business Consultant for a Contract with a client in Charlotte, NC. You will gather and analyze business requirements to design and implement ERP solutions that optimize manufacturing processes. Rate Range: $49/hour to $60/hour; The rate may be negotiable based on experience, education, geographic location, and other factors.
Business Consultant job responsibilities include:
Gather and analyze business requirements to design and implement ERP solutions that align with manufacturing best practices.
Document As-Is and To-Be business processes and facilitate adoption across multiple plants.
Coordinate cross-functional teams through the full SDLC, including analysis, design, configuration, testing, and implementation.
Develop detailed system design documentation and conduct technical reviews to ensure compliance with standards and governance.
Provide production support for ERP systems, troubleshoot issues, and manage change requests effectively.
Maintain RAID logs and communicate initiative status to stakeholders while ensuring adherence to PMO governance practices.
Required Qualifications:
Bachelor's degree in computer science, Information Systems, Business Administration, or related field.
3-5+ years of experience supporting and customizing QAD or similar ERP applications.
Strong expertise in business process design and maintenance, with hands-on experience in full SDLC (Waterfall and Agile).
Proven experience in testing execution and documentation, along with ERP integration using various technologies.
If you are interested in this role, then please click APPLY NOW. For other opportunities available at Akkodis, or any questions, feel free to contact me at *****************************.
Pay Details: $49.00 to $60.00 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *************************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$49-60 hourly 1d ago
Senior Business Execution Consultant
Appleone 4.3
Business partner job in Charlotte, NC
Lead Solutions Consultant Schedule: Hybrid (3 days in the office, 2 days remote) Hourly Rate: $55.37 Why This Role Matters: This is a pivotal position within our client's team, and it's all about Robotic Process Automation (RPA). As a Lead Solutions Consultant, you will play a crucial role in partnering directly with our Fortune 500 banking client to gather requirements and design high-impact process automation solutions. Your responsibilities will encompass crafting high-level process flows and meticulous click-by-click process documentation.
Required Experience:
• 4+ years of Process Design or Business Analyst Experience
• Proficiency in creating Business Requirements Documents (BRD) and executing Process Design Implementation
• Skilled in using VISIO/IGRAFIX
• Scrum Master experience with Agile Certification (2+ years)
• Proven ability to create User Stories
• Some exposure to User Acceptance Testing (UAT) and Quality Assurance (QA)
Desired Qualifications:
• Exceptional communication skills with a focus on igniting meaningful conversations.
• Prior experience with Robotic Process Automation (RPA) projects
• A strong problem-solving mindset and an innate drive to implement solutions rapidly with minimal guidance.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
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The pay transparency policy is available here:
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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
$55.4 hourly 1d ago
Business Support Manager
Ltimindtree
Business partner job in Charlotte, NC
LTIMindtree is an equal opportunity employer that is committed to diversity in the workplace. Our employment decisions are made without regard to race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), gender identity or expression, national origin, ancestry, age, family-care status, veteran status, marital status, civil union status, domestic partnership status, military service, handicap or disability or history of handicap or disability, genetic information, atypical hereditary cellular or blood trait, union affiliation, affectional or sexual orientation or preference, or any other characteristic protected by applicable federal, state, or local law, except where such considerations are bona fide occupational qualifications permitted by law.
A little about us...
Role: Business Support Manager
Location: Charlotte, NC
Job Description:
Summary
This role provides business support for the Data Management Technology Enterprise Architecture DMTEA organization DMTEA has a footprint in multiple US markets and employs over 2000 employees and contractors The DMTEA COO team is responsible for running the business of technology for the Technology Executive and their team including financial management workforce location strategy and Executive Support while also maintaining close connectivity with HR Finance Risk partners Required
Qualifications
Demonstrated proficiency advanced level MS office skills especially Excel and PowerPoint Strong analytical financial management and organizational skills with attention to detail.
Experience with Finance materials eg PL Experience with vendor contracts understand financial implications PL impacts procurement process navigation Proven ability to develop executive ready communications and presentations.
Strong executive level written and verbal communication skills and executive presence Ability to connect the dots to identify cause and effect and extract key points.
Strong interpersonal and relationship management skills to establish relationships with technology executives' horizontal partners and LOB counterparts Strategic thinker self-starter organized versatile and capable of performing work with minimal management
Oversight Proven ability to manage and drive lead execution of multiple and often competing priorities to meet deadlines Demonstrated ability to communicate effectively both written and orally in a clear and concise manner Willing to learn fast and adapt quickly to change
Must work well under pressure Must be able to think strategically across the organization to identify opportunities to improve overall performance efficiency
Must be able to interact and build relationships at all levels of the organization Excellent time management skills
Desired Qualifications
Prior business support experience preferred Ability to develop comprehensive plans around key organizational priorities and ensure all accountable parties understand respective roles responsibilities Ability to break down complex issues and drive timely decisions know when to engage others for additional input and when to act independently
LTIMindtree is an equal opportunity employer that is committed to diversity in the workplace. Our employment decisions are made without regard to race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), gender identity or expression, national origin, ancestry, age, family-care status, veteran status, marital status, civil union status, domestic partnership status, military service, handicap or disability or history of handicap or disability, genetic information, atypical hereditary cellular or blood trait, union affiliation, affectional or sexual orientation or preference, or any other characteristic protected by applicable federal, state, or local law, except where such considerations are bona fide occupational qualifications permitted by law.
$66k-107k yearly est. 3d ago
Senior Business Performance and Metrics Consultant
Pyramid Consulting, Inc. 4.1
Business partner job in Charlotte, NC
Immediate need for a talented Senior Business Performance and Metrics Consultant. This is a 10 Months contract opportunity with long-term potential and is located in Charlotte, NC Atlanta GA and Raleigh NC (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job Diva ID: 26-00222
Pay Range: $65 - $69.45/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
Act as a liaison between cybersecurity metric owners, data engineers, and governance teams to ensure accurate and timely metric development.
Support the documentation and validation of metric logic and data lineage.
Coordinate and lead standing meetings to provide updates, manage timelines, and escalate blockers or data challenges.
Review and validate data quality and completeness of metric inputs in coordination with data engineers.
Support the development of root cause commentary and trend analysis for metrics that breach established thresholds.
Partner with control and process owners to align metrics with applicable frameworks (e.g., NIST CSF, CIS, FFIEC).
Prepare clear, concise executive-level summaries and presentations on metric performance and risk trends.
Maintain oversight of multiple metrics in different stages of the build lifecycle, ensuring governance and consistency.
Contribute to continuous improvement of the metrics program, including standardization, automation, and data quality enhancements.
Key Requirements and Technology Experience:
Key Skills; Security
Data Metric, NIST, CSF,Data Governance
Bachelor's degree or five years of related experience or an equivalent combination of education and experience
In-depth knowledge of principles, practices, theories, and/or methodologies associated with the professional discipline (e.g., information technology, project management, finance, risk management, etc.)
Understands foundational concepts of other related professional disciplines. Experience managing small projects
Ability to interpret and explain complex information to a range of audiences and build consensus among different stakeholders.
Ability to provide direction and mentor less experienced teammates
Strong organizational skills with the ability to manage multiple priorities simultaneously.
Excellent written and verbal communication skills, including experience drafting executive summaries.
Proficiency in Microsoft Excel, PowerPoint, and collaboration tools (e.g., Teams, SharePoint).
5-7 years of experience in cybersecurity, risk management, technology project coordination, or data analytics.
Familiarity with cybersecurity domains (e.g., vulnerability management, DLP, IAM, cloud security, incident management).
Working knowledge of risk and performance metric design, including KRIs, KPIs, and operational indicators.
Experience gathering and documenting business requirements and translating them into actionable data or metric logic.
Basic understanding of SQL or ability to read data dictionaries and data mappings.
Exposure to cyber control frameworks such as NIST CSF, ISO 27001, or CIS.
Exposure to Agile or iterative project delivery methods.
Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
By applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
$65-69.5 hourly 4d ago
Business Execution Consultant 2
PTR Global
Business partner job in Charlotte, NC
Global Travel Risk Analyst Duration: Contract We are seeking a highly motivated and detail-oriented Business Execution Consultant 2 to join our team. The ideal candidate will play a critical role in driving business initiatives, ensuring operational efficiency, and delivering strategic solutions to meet organizational goals. This position requires strong analytical skills, effective communication, and the ability to collaborate across various teams.
Responsibilities:
Analyze business processes and identify areas for improvement.
Develop and implement strategies to enhance operational efficiency.
Collaborate with cross-functional teams to execute business initiatives.
Monitor project progress and ensure alignment with organizational objectives.
Prepare detailed reports and presentations for stakeholders.
Provide recommendations based on data analysis and market trends.
Qualifications:
Bachelor's degree in Business Administration, Finance, or a related field.
Proven experience in business analysis or project management.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal abilities.
Proficiency in Microsoft Office Suite and project management tools.
Ability to work independently and manage multiple priorities effectively.
About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit *****************
At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to:
Pay any fee to be considered for, submitted to, or selected for any opportunity.
Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process.
Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.
Pay Range: $45 - $50
The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.
If you receive a suspicious message, email, or phone call claiming to be from PTR Global do not respond or click on any links. Instead, contact us directly at ***************. To report any concerns, please email us at *******************
$45-50 hourly 5d ago
Business Development Manager - Healthcare
Blue Signal Search
Business partner job in Charlotte, NC
Workplace type:
Hybrid model
Travel:
Local travel required 60-75%
Industry:
Pediatric & Behavioral Health Services
Reports To:
Director of Market Strategy
Are you a natural connector with a talent for opening doors and building meaningful partnerships? We are seeking a driven, field-oriented professional to spearhead growth initiatives and expand regional awareness of transformative health services for children. This role empowers a dedicated connector to drive impactful partnerships, expanding the reach of vital services and transforming lives through enhanced care access.
About the Role:
In this high-impact, growth-focused position, you will serve as the frontline ambassador for a leading provider of behavioral health services. You will spearhead growth initiatives in the region by building and maintaining collaborative partnerships with key stakeholders, including educational institutions, medical professionals, therapeutic providers, and community healthcare organizations. This role is perfect for someone who thrives in the field, enjoys measurable results, and is fueled by mission-based work.
Key Responsibilities:
Foster lasting connections with strategic partners across pediatric healthcare, education, therapy services, and community organizations to drive collaborative opportunities.
Engage in regular in-person outreach, spending approximately 3-4 days per week meeting with potential referral sources, delivering informational materials, and nurturing key relationships to promote services.
Develop and implement a targeted community engagement plan, encompassing strategic visit scheduling, referral monitoring, and performance metrics to measure conversion success.
Orchestrate cross-functional collaboration between clinical, intake, and recruitment teams to align referral processes and optimize service coordination.
Maintain accurate CRM records, document market insights, and provide regular updates to leadership.
Design and execute educational events, including lunch-and-learns, regional conferences, and community outreach presentations, to promote visibility and drive referrals.
Help design and refine a scalable referral expansion plan that drives consistent growth and can be uniformly applied nationwide.
What You Bring:
2+ years of outside sales, referral development, or community outreach experience in healthcare, behavioral health, education, or a related field.
Strong communication and interpersonal skills - you thrive on face-to-face engagement and relationship-building.
Self-motivated, organized, and goal-oriented with a hunter's mindset.
Proficiency in utilizing CRM platforms and analyzing outreach performance data to inform strategic decisions.
Knowledge of local healthcare systems and pediatric services is highly desirable.
A passion for making a difference in the lives of children and families through increased access to care.
Why Join Us:
Meaningful Impact: Each referral brings life-changing services closer to a child in need.
Growth Opportunity: Be a foundational part of a rapidly expanding organization with career pathing for high performers.
Supportive Culture: Join a collaborative team focused on impact, not bureaucracy.
Competitive Compensation: Includes base salary, performance bonus, comprehensive health benefits, 401(k) with match, and generous PTO.
About Blue Signal:
Blue Signal is an award-winning, executive search firm specializing in sales & business development recruiting. We have a strong track record of finding top-performing talent in areas such as sales leadership, account management, and business development strategy. Learn more at bit.ly/3NNY1wM
$73k-115k yearly est. 1d ago
Business Development Executive, Supply Chain, LE
Gartner 4.7
Business partner job in Charlotte, NC
About this Role:
Our Business Development teams play a critical role in expanding Gartner's presence across the global market. Gartner Business Development Executives strategically acquire new clients by cultivating trust-based relationships with C-level executives to understand their mission critical priorities and uncover opportunities to deliver client-value through the lens of the industry in which they operate. Gartner Business Developers drive the full sales cycle, from identifying prospects to closure and transition of new accounts to the account management team.
Our Business Development teams are relentless about building trust-based, value add relationships with clients, delivering long-term client value, and building their book of business over time. While driven for results, they are also highly collaborative with account management teams in handing off business and ensuring an exceptional client experience.
Business Development Executives will be given a territory of Large-Enterprise prospects, which may be completely new prospects with no existing spend or could be clients within other Gartner areas. Clients of the Large-Enterprise sales teams +$1bil in annual revenue.
What you will do:
Seek out and drive new business opportunities with new-to-Gartner organizations across your territory, from initial client outreach to close, targeting Large Enterprise organizations.
Convert viable prospects into active Gartner clients, owning the full sales conversation and negotiation, through to the transition of new clients to the account management team.
Continually build a pipeline of high-quality opportunities to deliver against your sales metrics ensuring KPI's are met.
Quota responsibility for your assigned territory.
Manage complex high-revenue sales across matrix and diverse business environments.
Own forecasting and account planning on a monthly/quarterly/annual basis.
What you will need:
5+ years' B2B sales experience, preferably within complex, intangible sales environments.
Business development or new-client acquisition experience in a selling role highly desired.
Experience selling to and/or influencing C-level executives.
Proven track record meeting and exceeding sales targets.
Proven ability to precisely manage and forecast a complex sale process.
Willingness to conduct travel as needed.
Progression within Business Development Executive Roles:
Gartner offers a lifetime of opportunities driven by our growth. How far you go is driven by your passion and performance.
Gartner has a promote from within culture and limitless opportunities for progression. Gartner leaders embrace this culture and are focused on helping associates achieve success in current role, as well as coaching associates to the next role or path, whether it be more senior BD levels, account management paths, or sales leadership.
Typical internal promotions include:
Business Development Director
Team Lead
Sales Manager
Most of our Sales Managers and Team Leads are hired internally as part of our progression path.
What you will get:
Competitive salary, generous paid time off policy, charity match program, and more!
Collaborative, team-oriented culture that embraces diversity
Professional development and unlimited growth opportunities
Our awards and accolades:
Fortune World's Most Admired Companies 2016, 2017, 2018, 2019, 2020, 2021, 2022 & 2023.
Forbes America's Best Employers 2018, 2019 & 2022.
Forbes America's Best Employers for Diversity, 2020, 2021 & 2022.
Forbes America's Best Employers for Women 2022.
Human Rights Campaign Corporate Equality Index Best Places to Work for LBGTQ Equality 2018, 2019, 2020, 2021 & 2022.
Disability Equality Index Award for Best Places to Work for Disability Inclusion 2021 & 2022.
Newsweek America's Most Responsible Companies 2022 & 2023.
#LI-Remote
#LI-MT2
#GBSSales
Who are we?
At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.
Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.
Since our founding in 1979, we've grown to 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.
What makes Gartner a great place to work?
Our vast, virtually untapped market potential offers limitless opportunities - opportunities that may not even exist right now - for you to grow professionally and flourish personally. How far you go is driven by your passion and performance.
We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.
Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.
We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.
What do we offer?
Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers.
In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.
Ready to grow your career with Gartner? Join us.
Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 98,000 USD - 143,000 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more.
The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity.
Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at or by sending an email .
Job Requisition ID:96814
By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence.
Gartner Applicant Privacy Link: applicant-privacy-policy
For efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.
$99k-126k yearly est. 1d ago
SBA Business Development Officer
Truliant Federal Credit Union 4.6
Business partner job in Salem, NC
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
Purpose of the Job
The SBA Business Development Officer is considered an expert on SBA products and delivers the Credit Union's business products and services to existing and new Credit Union members as available within established guidelines, with a concentration on Truliant's Small Business Administration (SBA) program. The main goal is to provide financing proceeds to our member/borrowers for working capital, business acquisition or refinancing on existing debt, utilizing the various governmental support programs available to the Credit Union.
Essential Functions and Responsibilities
Facilitates routine business loan requests by both members and nonmembers, from information gathering, credit evaluation/underwriting, and loan documentation to loan closing and trailing document follow-up.
Develops contacts and leads in order to generate Member Business Loans using such programs as Small Business Administration (SBA) loan financing for small businesses. Develops loan packages, runs credit reports, and gathers pertinent financial information.
Performs ongoing portfolio management including growing member business relationships, monitoring and loan collections.
Develops and implements calling effort for both business members and nonmembers, focusing on new relationship creation, relationship expansion and external referral sources. Generates leads through cold calling and existing contacts and internal partners to develop loans and deposits.
Develops and maintains relationships with branch Staff within designated geographic area for support and referrals of SBA lending leads.
Contributes to creation of complex credit memos and assists in making presentations for larger loan requests to the SBA Underwriter, Director, SBA Lending, and/or Member Business Loan Committee for approval.
Prepares checklists and appropriate documents for submission to the SBA processing center.
Delivers, upon approval, commitment letter and goes over details of entire program.
Signs members/borrowers up for closings and is responsible for all facets of the loan.
Provides community service by participating in community activities as a representative of Truliant Credit Union.
Assists with analysis/design of new business services products.
Other Duties and Responsibilities
Assists with other tasks and projects as assigned.
Knowledge, Skills, and Abilities
Must have strong knowledge and understanding of SBA eligibility, lending rules, regulations, and practices
Must have excellent communication skills in English, both verbal and written
Must have strong presentation skills
Must have strong PC skills, with intermediate knowledge of MS Excel and Word
Must have the ability to work with people at different job levels ranging from Senior Managers to front line employees
Must have ability to understand all business processes within the credit union
Must be detail oriented, with excellent time management and organizational skills
Must be able to work in a general office environment
Must be flexible and able to shift resources and priorities as required
Must be able to complete all assignments with minimal supervision
Should possess a strong commitment to providing excellent service to Truliant's members
Physical Requirements
Occasional standing, walking, bending, and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
Education and Background
Bachelor's degree or equivalent experience in Business, Finance, or related field required; Master's degree preferred
3-5 years' experience in SBA lending required
Previous experience in financial services/business development related field preferred
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits:
No-cost employee Medical, dental, vision coverage
Prescription benefits (including mail order)
Paid holidays and Paid Time Off (PTO)
401(k) plan with contribution matching
Paid community involvement volunteers hours
Paid group life Insurance
Teammate loan discounts
Tuition reimbursement
Short and long-term disability
Health & Wellness program
Teledoc (physician video conferencing)
Onsite fitness facilities or health club reimbursement
Employee Assistance Program (EAP)
Medical flexible spending account
Dependent care flexible spending account
$50k-62k yearly est. 2d ago
SBA Business Development Officer
First National Bank of Pennsylvania 4.5
Business partner job in Charlotte, NC
Primary Office Location:401 South Graham Street. Charlotte, North Carolina. 28202.Join our team. Make a difference - for us and for your future.
SBA Business Development Officer 2
Business Unit:Commercial Banking
Reports to:SBA Senior Sales Manager
Position Overview:
Responsible for generating $6-12MM of loan volume and $450k of revenue using SBA loan products. Requires continuous marketing to develop and maintain large base of referral sources. Responsible to develop effective processes to identify eligible opportunities, win the deals, develop and submit complete application packages to Credit. Works closely with Credit partners to get loans approved and closely with Closing Partners to get loans closed, both in a timely manner. Requires full understanding of SBF Credit Policies and Processes, SBF Closing Processes, working knowledge of SBA SOP.
Primary Responsibilities:
Actively markets using all available resources to develop and grow network of external and internal referral sources. Position has target of at least 1000 referral sources in database for email, LinkedIn, and other marketing. Expectation to hold regular meetings with primary referral sources, hold sales meetings, actively participate in 2-3 business related groups in market
Reads and interprets tax returns, financial statements, business plans and other information to determine quickly if eligible opportunities meet or exceed SBF credit standards. Structures financing options that meets the needs of the borrower, wins approval by borrowers, issues Proposal, gets it accepted with deposit and starts the full application process.
Collects all information and documents on Credit Submission Checklist. Organizes information within nCino and other systems, completes BDO Loan Summary. Consults with Credit Partners during application process. Processes submission to Credit through nCino. Works with Credit Partner to reach credit decision, reviews and delivers Commitment to borrower, returns to credit with required deposit.
Communicates effectively with internal partners, borrowers and referral sources throughout the loan process to maintain transparency, manage expectations. Deliver Preliminary Closing Checklist to borrower during credit process to have items needed for closing in hand at time of approval.
Participate in internal handoff call with closing and All Call with closer, borrower, attorneys. Insure all third-party reports are ordered in a timely manner. Review all nCino reports and weekly Closing Checklist updates to stay abreast of progress, assist borrower to get Closing Checklist items to closer ASAP. Assist in getting loans closed to the degree necessary to achieve goals.
Attend and actively participate in all Sales Meetings, Trainings, Weekly Pipeline Calls, Weekly one on one calls with management. Stay current on all changes to SOP, SBA Information Notices, changes in SBF Credit Policies. Accurately maintain loan pipeline information in nCino. Provide all management reports as required.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
5
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to work and multi-task in a fast paced environment
Ability to use a personal computer and job-related software
Excellent project management skills
MS Excel - Intermediate Level
MS Word - Intermediate Level
Bachelors or a combination of education and equivalent experience may be considered
Experience in banking related external sales and SBA preferred
Must be self disciplined in time management and work habits, be able to work effectively without supervision to achieve assigned goals
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Valid Drivers License
Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck)
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$29k-35k yearly est. 2d ago
Customer Business Unit Program Mgmt 1
Celestica 4.5
Business partner job in Charlotte, NC
Region: Americas Country: USA State/Province: New Hampshire City: Remote Employee US **Functional Area:** Sales, Marketing & Business Development (MBD) **Career Stream:** Global Customer Business Unit (GCBU) **Role:** Consultant 1 (CO1)
**Job Title:** Consultant, Customer Business Unit Program Mgmt 1
**Job Code:** CO1-MBD-CBU
**Job Level:** Level 10
**Direct/Indirect Indicator:** Indirect
**Summary**
The Global Customer Business Unit (GCBU) Program Manager acts as a vital member of the Program Management team, providing comprehensive support for the operational management of complex customer programs and projects. This role contributes directly to ensuring on-time, on-spec delivery, supporting the achievement of critical operational key performance indicators (KPIs), and meeting defined program goals. The Program Manager works closely with the Program Lead, coordinating execution activities across internal functions (Sales, Marketing, Development, Manufacturing, etc.) to ensure collaborative execution and customer satisfaction.
**Detailed Description**
The core responsibilities of the GCBU Program Manager focus on execution support and operational engagement:
+ **Account & Program Execution Support**
+ Support the Program Lead as a key point of contact for day-to-day program execution and project lifecycle management.
+ Work closely with the internal Program Lead to coordinate the account team's interface with cross-functional groups, including Development, New Product Introduction (NPI), Sales, Marketing, and Manufacturing.
+ Assist in developing comprehensive program plans, schedules, and tracking resource commitments to ensure customer deliverables are met on time and within scope.
+ Participate in program tracking meetings and operational reviews with both the customer and the internal account team, ensuring transparent communication.
+ Support the implementation and maintenance of customer business processes, communication flows, and issue escalation protocols.
+ **Performance Metrics and Delivery Assurance**
+ Assist in the tracking and reporting of all key program performance indicators (KPIs), operational metrics, and critical delivery milestones.
+ Monitor and report on overall program execution status and adherence to defined strategic and operational objectives.
+ Support the development of clear and measurable action plans to correct schedule deviations or issues impacting program scope or quality goals.
+ Participate in program execution reviews, focusing on planning, adherence to schedules, and monitoring operational efficiency.
+ Help ensure compliance with all contractual and performance commitments related to delivery, quality, and timelines.
+ **Customer Relationship & Communication**
+ Communicate with the customer as directed by the Program Lead to ensure ongoing satisfaction with products and company performance.
+ Participate in the process of receiving and documenting customer issues and complaints, helping to coordinate internal responses.
+ Assist in soliciting performance feedback, preparing customer satisfaction surveys, and communicating critical insights back to internal teams.
+ Support the Sales team and GCBU leadership by gathering and formatting necessary content for customer communications and business reviews.
**Knowledge/Skills/Competencies**
+ Strong Teamwork, Collaboration, and Communication skills, with a focus on working effectively within a large group environment.
+ Proven ability to work effectively across Cross-Functional Teams in a matrix organization structure.
+ Foundational expertise in Program Performance Management and Operational Delivery Assurance.
+ Practical knowledge of KPI definition, data tracking, and reporting methodologies.
+ Strong skills in Relationship Support and customer communication.
+ Excellent understanding of Program Lifecycle Management and operational methodologies.
+ Solid grasp of Industry, Market, and Technology relevant to the customer's business.
+ Proficiency in Data Analytics and the ability to rapidly learn and utilize internal IT tools for performance tracking.
+ High degree of computer literacy, with strong proficiency in Microsoft Office applications.
+ Excellent understanding of company capabilities, offerings, sites, and key functional teams (e.g., Celesca's ecosystem).
**Physical Demands**
**Typical Experience**
Eight (8) or more years of relevant professional experience, preferably in program management support, customer-facing roles, or strategic account execution within the relevant industry.
**Typical Education**
Bachelor's degree in a related field (e.g., Engineering, Business Management, or a technical discipline). An equivalent combination of education and experience may be considered.
**Salary**
The salary range described in this posting is an estimate by the Company, and may change based on several factors, including by not limited to a change in the duties covered by the job posting, or the credentials, experience or geographic jurisdiction of the successful candidate. Salary Range: $102k-$140k Annually
Celestica is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.
This policy applies to hiring, promotion, discharge, pay, fringe benefits, job training, classification, referral and other aspects of employment and also states that retaliation against a person who files a charge of discrimination, participates in a discrimination proceeding, or otherwise opposes an unlawful employment practice will not be tolerated. All information will be kept confidential according to EEO guidelines.
Celestica is an E-Verify employer.
**COMPANY OVERVIEW:**
Celestica (NYSE, TSX: CLS) enables the world's best brands. Through our recognized customer-centric approach, we partner with leading companies in Aerospace and Defense, Communications, Enterprise, HealthTech, Industrial, Capital Equipment and Energy to deliver solutions for their most complex challenges. As a leader in design, manufacturing, hardware platform and supply chain solutions, Celestica brings global expertise and insight at every stage of product development - from drawing board to full-scale production and after-market services for products from advanced medical devices, to highly engineered aviation systems, to next-generation hardware platform solutions for the Cloud. Headquartered in Toronto, with talented teams spanning 40+ locations in 13 countries across the Americas, Europe and Asia, we imagine, develop and deliver a better future with our customers.
Celestica would like to thank all applicants, however, only qualified applicants will be contacted.
Celestica does not accept unsolicited resumes from recruitment agencies or fee based recruitment services.
$102k-140k yearly 51d ago
Customer Retention Manager
CPI Security 4.7
Business partner job in Charlotte, NC
CPI Security, a national leader in residential and commercial security solutions, is looking for a Customer Retention Manager. Headquartered in Charlotte, North Carolina, CPI Security was founded in 1991 on an entrepreneurial spirit and a passion for helping and protecting others. What started as a company of 10 employees and 300 customers has grown into one of the nation's top 10 largest security providers with over 750 employees. Over the years, CPI has received many awards for excellence, such as twice-awarded SDM Dealer of the Year, Central Station of the Year, and the Marvel Award. The company leads the industry in alarm response times, is consistently ranked in the top 10 of electronic security businesses, and is widely known as North Carolina and South Carolina's Top 25 Best Places to Work.
We are seeking a transformative and high performing Sales & Customer Retention Manager who will play a significant role managing the attrition process and help our business reach new heights. The ideal person will be a hands-on leader who will design and implement customer retention strategies and work with a team of CFL (“Customer for Life”) representatives to increase loyalty, retain business and drive sales.
What You'll Do:
Lead a team of CFL supervisors and representatives to facilitate the operations and activities within the CFL department including managing the attrition process, overseeing progress of Company resigns and Rmoves (including internal and external sales), responding to customer questions and concerns, and educating customers on proper use and maintenance of CPI Security system.
Field escalated customer issues within CFL Department and demonstrate the aptitude to diffuse difficult situations and provide resolution to the customer.
Monitor calls fielded by CFL Representatives to observe employee demeanor, professionalism, courteousness, accuracy and overall conformity to company policy and procedures and provide constructive critique and coaching when needed.
Develops and maintains a high-performing, fun and energetic culture through an action-oriented, desire-to-win leadership style.
Responsible for KPI's including, but not limited to: Rmove conversion, Resign conversion, Attrition rate, Service Level/ Average Speed Answer, Productivity, and more.
Build and maintain a high-performance team, and an engaging culture of excellence that includes, evaluating, developing, and motivating CFL representatives to achieve departmental success.
Create an environment that attracts and retains top talent. This includes identifying and providing growth opportunities for high performing employees.
Developing a talent strategy that attracts and retains a certain skill set needed for a high performing and evolving Sales and Customer Retention team.
Refine, implement, and manage metrics, KPI's, best practices, and workflow utilizing ERP and CRM analytics to consistently measure and improve performance to meet revenue targets.
Record and monitor all daily team activities in CRM for needed actions and follow ups.
Continuously look for process improvement opportunities and encourage employees to contribute new ideas and solutions to problems.
What We're Looking For:
Must be able to effectively lead, manage and motivate others
Demonstrate malleability and aptitude to learn, process and effectively implement new policies and procedures as corporate standards are modified over time
Must be able to successfully communicate and train direct reports on all policies, procedures and processes required to meet or exceed departmental requirements and goals
Must maintain a high level of product knowledge, including, but not limited to: current product features and specifications, current corporate promotions, pricing, and discounts
Ability and willingness to perform at a high level of competency to meet or exceed departmental standards while upholding the best interests of the customer and the company
Must be able to develop and sustain positive and harmonious working relationships with all customers, colleagues and direct reports
Strong verbal, written, analytical and computer skills
Good problem solving and decision-making abilities
What We Offer:
$90,000 to $120,000 annually based on experience and performance
Ongoing specialized, paid training to reach your career goals
Great medical, dental, vision, short- & long-term disability and life insurance options. PTO, 401(k) with company match
Eligible for free monitored security system after 90 days.
Education assistance - we encourage and support our employees who want to improve their skills and further their education
Engaging and fun company culture that's made up of a diverse group of people
On-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness Director
$90k-120k yearly Auto-Apply 60d+ ago
Customer Resolution Manager
Nuveen Investments 4.9
Business partner job in Charlotte, NC
The Customer Resolution Manager is responsible for tracking and analyzing questions, comments, and complaints regarding the company's products or services to improve the performance of the Customer Service department.. Through effective monitoring, this job supports the management of the first lines of support for difficult and sometimes complex problem resolution. Under limited supervision, the Customer Resolution Manager ensures that all specialists provide positive customer experience and enhance relationships between consumers and the company.
**Key Responsibilities and Duties**
+ Analyzes customer complaints to determine validity, risk, and cause of the complaint.
+ Audits consultant phone calls, documentation, and interaction records to assure firm's compliance to industry regulations and standards.
+ Collaborates with variety of departments including legal, payment operations, IT, and contract maintenance to correct and restore client account to proper status.
+ Ensures that all complaints and corrections have been properly documented for FINRA review.
+ Generates error reports to track the source of the error and the affected budget.
+ Alerts management of errors caused by team members or processes and offers suggestions and solutions to prevent future errors.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 3 Years Required; 5 Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 6 or 7; Series 63
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
7IC
**Required:**
+ 3 years of comparable experience in customer service or financial services.
+ Position requires FINRA registrations, Series 6 or 7 & Series 63
+ Position requires to have resident state insurance licensing. Must comply with all regulatory requirements and remain in good standing.
**Preferred:**
+ Preferred to have 5 years of comparable experience in customer service or financial services.
+ 3+ years of experience in complaint handling.
+ Ability to manage sensitive client interactions regaining client confidence. Need strong listening skills and promote the role of client advocate. Need to evaluate and solve complex problems.
+ Able to proficiently utilize Seibel, Salesforce, and Unified Workflow or similar CRM Systems
+ Strong verbal and written documentation skills with the ability to communicate with and adapt to diverse individuals. Maintains the highest level of professionalism.
+ Strong negotiation skills displaying sound judgment and decision-making.
Related Skills
Adaptability, Automation, Communication, Continuous Improvement Mindset, Critical Thinking, Customer Engagement, Digital Savviness, Problem Solving, TIAA Products/Services Acumen
**Anticipated Posting End Date:**
2026-01-22
Base Pay Range: $56,600/yr - $77,300/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$56.6k-77.3k yearly 5d ago
Supervisor, Business Customer Solutions
Charter Spectrum
Business partner job in Charlotte, NC
This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Responsible for managing retention agent in an effort to retain existing customers from disconnecting while retaining and upselling core products i.e. Video, Data, and Phone. Coach, monitor, develop, lead, model, motivate, analyze, organize, staff, and train, so that customers, employees, and owners are successful towards our goal of being America's leading service provider.
MAJOR DUTIES AND RESPONSIBILITIES
* Actively and consistently support all efforts to simplify and enhance the customer experience.
* Supervise agents to ensure a high level of customer satisfaction, professionalism, and courtesy during all retention transactions exists and is sustained.
* Consistently meet or exceed weekly and monthly retention activity goals by coaching agents to sound telephone based customer save techniques.
* As a result of regular phone monitoring and engagement with the agents, provide regular data-centric feedback to Manager with regard to actionable items to be taken to improve customer experience and improved retention rate.
* Ensure that agents are educated on and abide by the business rules surrounding the retaining of a customer. These business rules include but are not limited to extension of promotions, credit usage, and escalation of service-related issues.
* Ensure thorough understanding of the agent as well as the supervisor compensation/commission plans in order to coach to specific behaviors that will improve save yield and, therefore, improve commission earnings potential.
* Manage agent compliance of call handling metrics to include productive time, schedule adherence, handle time, after call work, and other metrics as necessary.
* Analyze and provide statistically-based recommendations on ways to improve agent save performance.
* Manage agents performance by providing frequent coaching based upon call monitoring and save performance.
* Provide recommendations on save offers and business rules to support Charter's strategy.
* Master order processing within the billing system regarding all aspects of retained accounts, new sales order entry, account lookup, and other tools and functions as they relate to the retention function.
* Acquire, demonstrate and instruct thorough knowledge of competitors' pricing, packaging, and products in an effort to provide agents with skills needed to discuss side by side comparisons of
* Charter's and competitors' products and services.
* Ability to successfully manage difficult customer calls that require issue resolution.
* Perform other duties as requested by supervisor
REQUIRED QUALIFICATIONS
Required Skills/Abilities and Knowledge
* Ability to read, write, speak and understand English
* Proven working knowledge of cable communications products and services to include video (TV), data (internet), and voice (telephone)
* Ability to work variable hours; may include weekends, holidays, and split days off
Required Education
* Minimum of Associates college degree in marketing, sales or related field or equivalent experience
* Required Related Work Experience and Number of Years
* Call center experience in the areas of customer service and/or phone sales - 3-5
PREFERRED QUALIFICATIONS
Preferred Related Work Experience and Number of Years
Supervisory or leadership experience - 1+
WORKING CONDITIONS
Office environment
Apply now, connect a friend to this opportunity or sign up for job alerts!
#LI-MS1
SRT410 2026-67818 2026
Here, our employees don't just have jobs, they're building careers. That's why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life.
A qualified applicant's criminal history, if any, will be considered in a manner consistent with applicable laws, including local ordinances.
Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand. Our offerings include Spectrum Internet, TV, Mobile and Voice. Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. When you join our team, you'll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more.
Grow Your Career Here We're committed to growing a workforce that reflects the customers and communities we serve - providing opportunities for employment and advancement to all team members. Spectrum is an Equal Opportunity Employer, including job seekers with disabilities and veterans. Learn about Life at Spectrum.
$51k-91k yearly est. 5d ago
Legal Operations Business Consultant- Finance
Truist Bank 4.5
Business partner job in Charlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:The Legal Operations Business Consultant - Finance is responsible for supporting the financial management and operations within the Legal Department. This role involves analyzing legal spend, budgeting, planning, forecasting, and ensuring compliance with related policies and procedures. The ideal candidate will have strong analytical skills, a deep understanding of financial principles, and the ability to work collaboratively with various stakeholders.
The Legal Operations Business Consultant reports to the Legal Operations Manager of Enterprise Functions. The position will work closely with the Head of Legal Operations, Senior Legal Managers and the Chief Legal Officer.
***Role has in office expectations****
ESSENTIAL DUTIES AND RESPONSIBILITIES
The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Conduct detailed financial analysis of the Legal Department's expenditures, including outside counsel and vendor costs. Identify trends, variances, and opportunities for cost savings.
2. Assist in the preparation of the overall Legal Departments and respective practice areas' budget and monthly forecasts. Monitor budget performance and analyze variances.
3. Partner with the Data Analytics Team to track and report on legal spend, providing insights to legal and finance leadership. Utilize dashboards and reports for effective spend management.
4. Collaborate with the procurement team and other stakeholders to establish budgets and advise on the financial impact of departmental expenses related to technology and legal-related vendors.
5. Prepare and present financial reports to the legal operations and finance teams. Ensure accurate and timely reporting in line with corporate guidelines.
6. Identify and implement process improvements in financial operations within the Legal Department. Work on automation and optimization of financial workflows.
7. Monitor financial activities within the Legal Department to comply with policies and internal controls.
8. Serve as primary contact with Finance and partner with other cross-functional teams to align on budget goals, spending initiatives, and reporting requirements.
QUALIFICATIONS
Required Qualifications:
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.
1. Bachelor's degree in Finance, Accounting, Business Administration, or a related field
2. 5 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment
3. Strong analytical skills with the ability to interpret complex data and provide actionable insights
4. Proficiency in financial software and tools, such as Excel, SAP, or other ERP systems
5. Excellent communication and presentation skills, with the ability to convey financial information to non-financial stakeholders
6. Solid organizational skills with attention to detail
7. Superb verbal and written communication skills
8. Ability to work within a large organization and collaborate and partner with cross-functional teams
9. Ability to interact effectively with people at all organizational levels of the firm and build strong relationships with internal stakeholders
10. Executive presence and ability to act as primary contact on assigned engagements
11. Ability to work independently, manage multiple tasks, and meet deadlines in a fast-paced environment
12. Strong attention to detail
Preferred Qualifications:
1. A relevant master's degree or professional certification (e.g., CPA, CFA) is a plus
2. 7 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment
3. Experience with legal spend management tools (e.g., eBilling, matter management systems)
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
$80k-104k yearly est. Auto-Apply 57d ago
Commercial Solutions Management
Bluerock TMS
Business partner job in Charlotte, NC
Bluerock TMS is a rapidly growing SaaS Transportation Management System (TMS) provider, recognized globally for transforming logistics planning into a competitive advantage. We deliver fast, scalable, and analytically driven TMS solutions with proven ROI for customers across industrial, retail, and distribution sectors.
Role Overview
As part of our North American expansion, this role will be responsible for driving customer success and solution excellence across the United States, Canada, and Mexico. The position bridges commercial strategy, business consulting, and logistics technology, serving as a trusted advisor to Bluerock clients and internal teams.
Key Responsibilities
Lead customer discovery sessions to understand business challenges, operational goals, and system requirements.
Translate logistics and transportation needs into optimized Bluerock TMS solutions and implementation roadmaps.
Support pre-sales activities including product demonstrations, value mapping, and ROI case development.
Collaborate cross-functionally with Sales, Product, and Implementation teams to ensure seamless customer experience.
Contribute to RFP/RFI responses, pricing validation, and proposal documentation.
Advise customers on process optimization, automation opportunities, and best practices across supply chain operations.
Drive measurable customer outcomes post-go-live, focusing on adoption, retention, and expansion opportunities.
Own regional solution strategy for North America, aligning product capabilities with market and customer demand.
Serve as the strategic link between commercial, product, and customer success teams to drive ARR growth and retention.
Guide key accounts in identifying long-term transformation opportunities leveraging BlueRock's platform and ecosystem partners.
Represent Bluerock in strategic discussions with partners, analysts, and enterprise clients to advance thought leadership.
Skills & Qualifications
3-7 years of experience in SaaS, logistics, transportation, or supply chain consulting (8+ for management-level role).
Strong analytical and communication skills with proven ability to connect business goals to technology outcomes.
Experience supporting solution design, implementation, or business process improvement initiatives.
Understanding of TMS, WMS, ERP, or logistics technology platforms preferred.
Fluency in English; Spanish or French is considered a plus for North American coverage.
Bachelor's degree in a related field not required but considered a plus.
What We Offer
At Bluerock TMS, you'll join an international team redefining the future of logistics technology. We offer a fast-paced, collaborative environment where innovation, ownership, and measurable impact are valued. You'll have the opportunity to influence Bluerock's growth in North America and shape logistics transformation for leading enterprises.
Hiring process
Click the “Apply” button to join our talent pool - you're officially on our radar!
Initial Contact
If we see a potential match, we'll invite you for a short video call to get to know each other.
Assesment
Take our in-house assessment challenge and let your talent shine!
Interviews
Through a series of interviews, we'll explore how we can create a win-win by learning more about each other.
Offer
If it's a match, you'll receive a job offer and can prepare for an exciting journey with BlueRock TMS!
Bluerock TMS is an equal opportunity employer. We take pride in our diverse workforce and inclusive workplace. Within our small team of open-minded professionals, we foster the kind of engaging learning environment you've been looking for!
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Other jobs
$94k-131k yearly est. 60d+ ago
Senior Business Execution Consultant - Human Resources
W.F. Young 3.5
Business partner job in Charlotte, NC
About this role:
Wells Fargo is seeking a Senior Business Execution Consultant to support the Human Resources BusinessPartner team. This role collaborates with HR BusinessPartners (HRBP), Centers of Excellence (COEs), and cross-functional teams to drive successful business outcomes for client groups. The Senior Business Execution Consultant contributes to project execution, data analysis, and business communications, supporting strategic Human Resources (HR) initiatives.
The consultant will play a key role in supporting cyclical HR processes, delivering data‑driven insights, and enabling leaders through effective project execution, reporting, and business communications.
In this role, you will:
Support the delivery and execution of HR initiatives
Aggregate and interpret HR data to create actionable reports and presentations for business stakeholders
Assist in operationalizing cyclical HR activities and implementing business initiatives
Contribute to monthly summaries of human capital metrics, working with HR partners to collect and analyze relevant data
Develop business communications, change management materials, and reporting to support HR initiatives.
Participate in the HR business execution community to share best practices and support HRBP leaders.
Collaborate with People Analytics to support business needs around data and reporting.
Required Qualifications:
4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience in Human Resources, preferably supporting or partnering with HR BusinessPartners.
Strong knowledge of HR tools, processes, workflows, and people data.
Demonstrated ability to analyze, aggregate, and interpret data, translating insights into clear reports, dashboards, and presentations.
Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word), including the preparation of executive‑level presentations and data‑driven materials for senior leadership.
Strong written and verbal communication skills; proactive and confident communicator with executive presence.
Demonstrated project management experience with the ability to manage multiple competing priorities in a fast‑paced environment.
Ability to collaborate and influence across stakeholder teams.
Experience working with sensitive data sets and maintaining confidentiality.
Familiarity with HR disciplines and the HR Center of Excellence (COE) model.
Strong HR reporting, dashboard creation, data analysis and visualization skills.
Understanding of AI, machine learning, and emerging HR technologies.
Job Expectations:
Hybrid work schedule
Relocation assistance is not available
Visa sponsorship is not available
Location:
Charlotte, NC
Phoenix, AZ
Irving, TX
San Antonio, TX
Des Moines, IA
Minneapolis, MN
#HRJobs
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$87,000.00 - $154,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
26 Jan 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$87k-154k yearly Auto-Apply 2d ago
Digital Business Systems Consulting Senior Manager
Elliott Davis 3.7
Business partner job in Charlotte, NC
WHO WE ARE
Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
As part of the Elliott Davis team, you'll get hands-on experience working alongside some of the leading experts in the financial and consulting field, while enjoying the freedom and autonomy to manage your career and make a positive impact on the world. Our Consulting practice is fast-growing and we are eager for you to be part of this growth!
The role of the Business Systems Consulting (BSC) Senior Manager is to assist clients with their business systems, including people, daily processes and technology. The BSC Senior Manager is responsible for helping clients evaluate and improve the design and function of their business systems technology stack and look beyond the programs and applications to dig deeper and uncover any disconnects and deficiencies among these three core elements. The BSC Senior Manager will then design strategies to maximize the company's current technology and identify more appropriate solutions, correct process efficiencies and place individuals where they can make the greatest possible impact within their organization.
This is a leadership role for the Digital Business Systems Consulting Group. Excellent leadership, business development, and communication skills are crucial for this role.
Responsibilities
Meet with clients to assess current business systems (people, processes and technology)
Prepare key findings and analysis reports on client systems
Quickly learn ERP systems and third party applications, and be able to assist clients with system implementation and restructure projects
Oversee extensive transactional flow analysis to assist in correcting errors found and complex reporting requirements setup
Formulate plan and timeline for projects
Manage complex ERP and restructuring implementation projects
Convert records for input into new systems
Consult with clients on best practices related to their business processes
Review work performed by staff and provide sign off on projects
Attend client and networking functions
Prepare scope of work for projects, proposals and client engagement letters
Business development efforts to include identifying and meeting with prospective clients, submitting proposals and building existing client relations
Scheduling department workflow, client billing, and maintaining quality control
Supervise staff on projects and provide performance feedback
Requirements
Bachelor's degree in Computer Science, Accounting, Business Management, Information Systems or related field
10-15 years relevant work experience
5+ years experience as a senior level leader
Strong communication and organizational skills
Business development experience
Strong accounting knowledge: proficiency with financial statements, inventory processes, and general ledger accounting
NetSuite and Sage Intacct ERP implementation experience (experience with multiple ERP systems a plus)
NetSuite experience - Connector, SuiteScript, SuiteCloud Developmental Framework and other SuiteCloud Platform functions
Ability to think “outside the box” and provide solutions to clients for various business-related tasks and analysis
Experience with project management, managing an implementation team, and evaluating processes
Ability to manage project budgets, change orders and timelines
Experience working with manufacturing processes and inventory structure
Knowledge of third party applications that work with business applications and how to research application needs
Strong Excel working knowledge
Preferred but not Required:
Prior professional services experience
Master's degree in Information Systems, Business Administration, or related field
NetSuite and/or Sage Intacct certifications
#LI-EG1
#LI-Hybrid
WHY YOU SHOULD JOIN US
We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being:
• generous time away and paid firm holidays, including the week between Christmas and New Year's
• flexible work schedules
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
• first-class health and wellness benefits, including wellness coaching and mental health counseling
• one-on-one professional coaching
• Leadership and career development programs
• access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally
NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics 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.
Physical Requirements
While performing the duties of this job, the employee is:
• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
• Use written and oral communication skills.
• Read and interpret data, information, and documents.
• Observe and interpret situations.
• Work under deadlines with frequent interruptions; and
• Interact with internal and external customers and others in the course of work.
$96k-121k yearly est. Auto-Apply 6d ago
Manager, Mid/Large Business Customer Solutions
Charter Spectrum
Business partner job in Charlotte, NC
This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Looking for an opportunity to lead a high-impact team dedicated to supporting Spectrum's largest business clients? As Manager, Mid/Large Business Customer Solutions, you will empower representatives to resolve concerns, prevent churn, and strengthen customer loyalty. Your leadership will drive performance, elevate service delivery, and ensure Spectrum achieves retention, sales and revenue goals-resulting in meaningful outcomes for our clients and business.
How You'll Make an Impact
* Lead, coach and develop a team of specialists to exceed performance metrics
* Monitor daily operations to maintain service levels, quality standards and customer satisfaction
* Implement customer solution tactics that increase loyalty, reduce churn and optimize revenue through upselling Spectrum products
* Analyze performance trends and make recommendations for team behavior and offer strategies
* Resolve escalated customer concerns in alignment with Spectrum policies and customer care standards
* Track offer performance to balance churn reduction and protect revenue
* Design and implement incentive programs focused on retention of Spectrum Business services
* Maximize results by leveraging processes, data and reports
* Support recruitment, training, development and motivation to ensure team competence and continuity
Working Conditions
* Dynamic sales and support environment focused on achieving measurable results
What You'll Bring to Spectrum
Required Qualifications
* Education: Bachelor's degree in business administration, Communications, Marketing or related field, or equivalent education and experience
* Experience:
* 3+ years of leadership experience within the technology sector (software, hardware, IT services)
* 5+ years of success leading a quota-driven B2B sales team focused on mid to large business groups
Proven ability to coach and develop teams to meet or exceed retention goals
* Skills:
* Ability to read, write and speak English clearly
* Knowledge of telecommunications and networking products, including ethernet, cloud, high-speed data and fiber
* Proficiency in call monitoring systems and tools
* Understanding of inside sales operations and processes
* Data analysis and interpretation skills
* Effective communication at all levels
* Presentation and leadership abilities
* Workflow management, productivity improvement and influence skills
* Prioritization, organization and independence
* Familiarity with billing systems such as Salesforce, ICOMS or CSG
Preferred Qualifications
* Education
* Master's degree
* Experience
* 2+ years with sales metrics, performance analytics and billing systems such as Salesforce and ICOMS
* Skills
* Telecommunications or premise-based voice and data product sales
* Experience with Microsoft Office applications
* Success in building new sales teams
* Strong data analysis
* Project and operational management skills
#LI-JH2
SCM501 2025-66622 2025
Here, our employees don't just have jobs, they're building careers. That's why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life.
A qualified applicant's criminal history, if any, will be considered in a manner consistent with applicable laws, including local ordinances.
Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand. Our offerings include Spectrum Internet, TV, Mobile and Voice. Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. When you join our team, you'll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more.
Grow Your Career Here We're committed to growing a workforce that reflects the customers and communities we serve - providing opportunities for employment and advancement to all team members. Spectrum is an Equal Opportunity Employer, including job seekers with disabilities and veterans. Learn about Life at Spectrum.
$51k-91k yearly est. 44d ago
Legal Operations Business Consultant- Finance
Truist 4.5
Business partner job in Charlotte, NC
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
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_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
The Legal Operations Business Consultant - Finance is responsible for supporting the financial management and operations within the Legal Department. This role involves analyzing legal spend, budgeting, planning, forecasting, and ensuring compliance with related policies and procedures. The ideal candidate will have strong analytical skills, a deep understanding of financial principles, and the ability to work collaboratively with various stakeholders.
The Legal Operations Business Consultant reports to the Legal Operations Manager of Enterprise Functions. The position will work closely with the Head of Legal Operations, Senior Legal Managers and the Chief Legal Officer.
***Role has in office expectations****
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
**The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.**
1. Conduct detailed financial analysis of the Legal Department's expenditures, including outside counsel and vendor costs. Identify trends, variances, and opportunities for cost savings.
2. Assist in the preparation of the overall Legal Departments and respective practice areas' budget and monthly forecasts. Monitor budget performance and analyze variances.
3. Partner with the Data Analytics Team to track and report on legal spend, providing insights to legal and finance leadership. Utilize dashboards and reports for effective spend management.
4. Collaborate with the procurement team and other stakeholders to establish budgets and advise on the financial impact of departmental expenses related to technology and legal-related vendors.
5. Prepare and present financial reports to the legal operations and finance teams. Ensure accurate and timely reporting in line with corporate guidelines.
6. Identify and implement process improvements in financial operations within the Legal Department. Work on automation and optimization of financial workflows.
7. Monitor financial activities within the Legal Department to comply with policies and internal controls.
8. Serve as primary contact with Finance and partner with other cross-functional teams to align on budget goals, spending initiatives, and reporting requirements.
**QUALIFICATIONS**
**Required Qualifications:**
**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.**
1. Bachelor's degree in Finance, Accounting, Business Administration, or a related field
2. 5 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment
3. Strong analytical skills with the ability to interpret complex data and provide actionable insights
4. Proficiency in financial software and tools, such as Excel, SAP, or other ERP systems
5. Excellent communication and presentation skills, with the ability to convey financial information to non-financial stakeholders
6. Solid organizational skills with attention to detail
7. Superb verbal and written communication skills
8. Ability to work within a large organization and collaborate and partner with cross-functional teams
9. Ability to interact effectively with people at all organizational levels of the firm and build strong relationships with internal stakeholders
10. Executive presence and ability to act as primary contact on assigned engagements
11. Ability to work independently, manage multiple tasks, and meet deadlines in a fast-paced environment
12. Strong attention to detail
**Preferred Qualifications:**
1. A relevant master's degree or professional certification (e.g., CPA, CFA) is a plus
2. 7 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment
3. Experience with legal spend management tools (e.g., eBilling, matter management systems)
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (*****************************
. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
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How much does a business partner earn in Gastonia, NC?
The average business partner in Gastonia, NC earns between $54,000 and $132,000 annually. This compares to the national average business partner range of $66,000 to $140,000.
Average business partner salary in Gastonia, NC
$85,000
What are the biggest employers of Business Partners in Gastonia, NC?
The biggest employers of Business Partners in Gastonia, NC are: