HubSpot Consultant - RevOps & Technical Strategy (US-Remote)
Remote job
About the Role:
Process Pro Consulting is on the search for a strategic, client-facing HubSpot Solutions Consultant who thrives at the intersection of business strategy and technical execution. If you love solving complex problems, building smart HubSpot solutions, and guiding B2B clients to operational success, you'll fit right in.
In this role, you won't just implement HubSpot. You'll translate big-picture business goals into customized, scalable CRM and marketing automation solutions-partnering directly with clients to design, implement, and optimize their systems across the entire customer journey.
Core Customer & HubSpot Responsibilities:
You'll act as a trusted consultant, owning projects from sales hand-off through delivery:
Lead end-to-end HubSpot projects-including onboarding, migrations, integrations, and custom implementations
Configure and optimize HubSpot Marketing, Sales, and Service Hubs
Build automations, workflows, lifecycle stages, lead scoring, and reporting dashboards
Manage data migrations and CRM integrations (Salesforce, Marketo, Zapier, etc.)
Create custom properties, pipelines, and permission sets aligned to client RevOps strategies
Guide clients through strategic planning, technical solutioning, and RevOps best practices
Drive CRM and data hygiene standards that support clean, reliable reporting
Deliver clear documentation and training to empower client teams
Build advanced reports and dashboards to surface insights and drive accountability
Identify new growth and improvement opportunities within client accounts
Manage client relationships and project timelines with a proactive, solution-first mindset
You'll Excel in This Role If You Have:
5+ years of hands-on HubSpot experience (Professional or Enterprise tiers), ideally across custom onboarding, integrations, migrations, and implementations
A background in Revenue Operations, Marketing Ops, or Sales Ops-especially in high-growth B2B SaaS
Experience acting as a strategic consultant or agency partner, directly supporting clients
Strong technical expertise with CRM design, marketing automation, data migration, and reporting
A strategic mindset and the ability to connect the dots between business goals and technical solutions
Confidence in managing cross-functional projects and facilitating change
Clear, client-friendly communication skills (you can simplify complex concepts with ease)
Bonus Points For:
Experience working at a HubSpot Solutions Partner or digital agency
Familiarity with tools like Lucidchart, Asana, Zapier, Loom, Avoma, and Google Workspace
A knack for building scalable systems that fuel growth
HubSpot certifications (Marketing, Sales, Service, or Ops Hub)
Why Process Pro?
Process Pro Consulting is a one-stop shop for HubSpot ops - a small, fast-moving team that partners closely with B2B clients to drive meaningful change. We focus on what matters: real results, genuine collaboration, and work we're proud to put our name on (and we have fun while doing it!).
Our team of Pros helps businesses run smarter by building customized HubSpot solutions that enable revenue teams to maximize the platform's full potential.
We're looking for someone who shares our passion for HubSpot, loves problem-solving, and thrives in a collaborative, growth-minded environment.
The right fit will value:
An always-learning, always-growing mindset
Collaboration and team focus
Kindness and integrity
Motivation and ownership
👉 Apply now. We'd love to hear from you!
Salary Range: $85,000 - $100,000 (dependent on experience & skillset)
Benefits:
Health, vision + dental insurance
20 days of PTO
Standard US paid holidays
2 company mental wellness days
Flex hours & fully remote team
Bonus quarterly program
Professional development program
Health and Wellness stipend
401k matching (eligible after 6 months of employment)
Parental leave benefits
Short-term disability insurance benefits
Office equipment provided to help you do your best work (laptop, headset, monitors, etc.)
Business Development Executive Healthcare
Remote job
Location: Rochester, NY (In-person preferred; Remote option available for the right candidate) Employment Type: Full-time | Seniority Level: Executive Industry: Healthcare Staffing | Functions: Sales, Business Development, Operations
About the Role:
We are seeking a highly motivated, strategic, and results-driven Business Development Executive to join our executive sales team. As a rapidly expanding healthcare management and staffing firm, we are looking for an experienced sales executive to drive aggressive business growth, strengthen client partnerships, and spearhead the strategic expansion of the DelphiHealthcare business line in a pure "hunter" role.
This executive role will focus on identifying new business opportunities, cultivating relationships with hospital and healthcare system leadership, and executing high-level growth and operational strategies. The ideal candidate brings proven experience in healthcare staffing, possesses existing relationships with key healthcare executives, demonstrates exceptional business development leadership, and exhibits a true business ownership mentality.
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Key Responsibilities
Business Development Leadership
· Develop and implement a comprehensive business development strategy
· Lead new client acquisition and build long-term partnerships with target hospitals, health systems, clinics, and other healthcare organizations
· Represent all lines of Delphi management business, including hospitalist, emergency medicine, anesthesia, and urgent care staffing services
· Create and deliver compelling sales presentations, proposals, and marketing materials
Strategic Relationship Management
· Identify and drive opportunities for expansion within existing accounts
· Attend client meetings, conferences, and industry events to enhance company visibility
· Serve as a key liaison between executive leadership, business development, and recruiting teams
Operational Oversight
· Partner with internal teams to ensure operational excellence and fulfillment of client needs while identifying cross-selling opportunities
· Track performance, KPIs, and growth metrics across DelphiHealthcare business line
· Maintain and manage a structured sales pipeline using CRM systems for accurate forecasting of new accounts/contracts
· Document calls, emails and meetings using CRM system and maintain accurate account records/notes for active opportunities and target lists
Outreach & Market Growth
· Conduct targeted outreach including cold calling, digital prospecting, in-person visits, and strategic follow-up. Some travel required for in-person visits/cold calling
· Analyze industry trends to identify emerging markets, service lines, and competitive opportunities
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Required Qualifications
· Minimum 5 years of successful business development or sales experience in the healthcare staffing industry preferred
· Demonstrated success in generating new business, scaling operations, and managing key accounts
· Bachelor's degree required; Master's degree preferred
· Exceptional communication, negotiation, and presentation skills
· Proficiency with CRM platforms and Microsoft Office Suite
· Ability to manage multiple priorities and work cross-functionally in a fast-paced environment
· Willingness to travel up to 50%
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Work Location
· Rochester, NY office preferred
· Remote option available for highly qualified candidates with strong industry experience
Microsoft Entra ID Consultant
Remote job
Dear all,
Vertex Elite is currently seeking a qualified Microsoft Entra ID Consultant to join our team.
If you or someone you know is interested, please feel free to reach out for more details or share your updated resume.
Work Authorization : USC or Any valid USA work authorization
Job Type : Contract
Location : 100% Remote
Duration : Long term
With Best Regards,
Rama Raju | Vertex Elite LLC | E-Verified Company | ********************
Executive Roofing Consultant (Remote)
Remote job
Pay Range: $203,000-$314,000
Reports to: Head of Growth
About the Role
We're hiring an Executive Roofing Consultant, a closer with construction intelligence. You'll convert qualified inbound leads into high-value residential roofing projects for multi-million-dollar homes. This isn't a sales seat. It's a high-trust consulting position for someone who understands the details of premium roofing and can communicate with precision and confidence.
Who You'll Work With
You'll sit between our operations ground team and our innovation division. Every conversation you have represents the highest standards of the Superior Roofing brand, including craftsmanship, clarity, and care for the homeowner's investment.
What You'll Do
You'll engage qualified inbound leads through phone and Zoom consultations, typically managing two to five high-value projects per day. Your focus will be on building trust quickly, guiding clients through options, and closing within a five-day lead window. Using EagleView and Jobber CRM, you can accurately quote and document projects, maintaining Auto-generated notes and complete records for every interaction. As you reach full capacity, you'll begin collaborating with an assigned estimator to help manage and expand your project volume.
What You Bring
5+ years in residential construction or roofing (luxury or cold-climate experience preferred).
Deep understanding of premium roofing systems and client expectations.
High digital proficiency: Jobber, RingCentral, Google Workspace, Facebook Messenger.
Exceptional communication as you advise clients, you don't “sell” them.
Ability to maintain a 40% close rate minimum (60%+ earns promotion and pay increase; 80%+ builds a team under you).
Location
Remote within the U.S. experience in northern climates (Minnesota, Wisconsin, Michigan, Dakotas, etc.) is preferred. Occasional travel for major projects or executive meetings.
Why Superior Roofing
Superior Roofing is redefining what premium residential roofing looks like in the Midwest. We've built a company grounded in craftsmanship, care, and clarity, we live those values in every client interaction.
Record Growth: Averaging 40%+ year over year, driven by precision systems and elite service delivery.
Technology Leadership: First in class to offer
instant quoting
through our software, giving homeowners immediate, accurate estimates.
Premium Clientele: Our projects serve high-net-worth homeowners and lakefront estates valued above $1,000,000 where quality is non-negotiable.
Market Expansion: Positioned to become the largest retail residential roofing organization in Minnesota and Wisconsin by 2027.
Culture of Mastery: Every team member operates like an owner, trusted, accountable, and proud of their craft.
How We'll Take Care of You
You'll be rewarded with a structure that grows in tandem with your performance. Expect a strong base paired with performance bonuses, plus the opportunity to earn equity, Travel, and long-term retirement options as you advance. For top performers, there's a clear path toward national leadership.
This is the position meant to be the last job you'll ever apply for.
Solution Consultant - HCM
Remote job
Your work days are brighter here.
We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you've found a match in Workday, and we hope to be a match for you too.
About the Team
Join an exciting team charting a new path where you will be a leading advocate for customer loyalty. This will involve supporting proactive engagements to accelerate product adoption & optimization, strengthening relationships to improve overall customer health, driving revenue retention and building future product pipeline.
About the Role
We are seeking a passionate and driven Solution Consultant to join our HCM Customer Engagement & Renewals team. In this role, you will serve as a trusted advisor to our existing customers, helping them improve the value of their investment in Workday's products. Your primary focus will be on customer retention by driving product adoption and finding opportunities to expand product usage. This role requires a deep understanding of our product suite, excellent discovery and presentation skills, and a consultative approach to customer engagements. This role will engage with varying levels within the customer organization and lead strategic conversations regarding aligning Workday product to business outcomes.
Responsibilities include:
Drive Product Adoption:
Conduct product demonstrations and workshops to showcase the value and benefits of underutilized products to drive increased feature adoption.
Identify and address any roadblocks hindering product adoption.
Work with CX and Services to develop tailored adoption plans to guide customers through successful deployment.
Build Customer Relationships:
Establish and maintain strong relationships with key customer team members.
Serve as a trusted advisor, providing guidance and support on product-related inquiries and innovation.
Understand customer needs and challenges to recommend relevant solutions.
Gather customer feedback and share insights with product development teams.
Identify Product Expansion & Value Realization Opportunities:
Analyze customer data and usage patterns to find opportunities for upselling and cross-selling.
May collaborate with Sales teams & Solution Consulting teams to develop product expansion strategies.
Stay informed about new product releases and features to identify potential use cases for existing customers.
* Ability to travel up to 50% across the US.
About You
Basic Qualifications :
Principal Solution Consultant:
5+ years of Workday Solution Consulting Experience or Product Experience in a Customer Facing Role
5+ Workday product knowledge across the HCM suite.
Sr. Solution Consultant:
3+ years of Workday Solution Consulting Experience or Product Experience in a Customer Facing Role
3+ Workday product knowledge across the HCM suite.
Other Qualifications:
Customer Focus: A passion for customer success and a strong commitment to delivering exceptional service.
Communication Skills: Excellent written and verbal communication skills, with the ability to explain complex concepts clearly and concisely.
Discovery Skills: Experience in leading open-ended conversations to uncover opportunity without pre-determined prompts.
Presentation Skills: Confident and engaging presentation style, with the ability to tailor presentations to different audiences.
Problem-Solving Skills: Strong analytical and problem-solving skills, and effectively identify and addressing customer challenges.
Collaboration: Ability to work effectively with cross-functional teams, including sales, value and product development.
Industry: Understanding of industry best practices and trends
Customer Success: Familiarity with existing Workday Success Plans and other CX motions
Posting End Date:
The application deadline for this role is the same as the posting end date stated. 12/31/2025
Workday Pay Transparency Statement
The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.
Primary Location: USA.CA.Home Office
Primary Location Base Pay Range: $126,000 USD - $189,000 USD
Additional US Location(s) Base Pay Range: $126,000 USD - $189,000 USD
Additional Considerations:
If performed in Colorado, the pay range for this job is $126,000 USD - $189,000 USD based on min and max pay range for that role if performed in CO.
The application deadline for this role is the same as the posting end date stated as below:
12/31/2025
Our Approach to Flexible Work
With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.
Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.
Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.
Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!
At Workday, we value our candidates' privacy and data security. Workday will never ask candidates to apply to jobs through websites that are not Workday Careers.
Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from Workday but is not.
In addition, Workday will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at Workday.
Auto-ApplyUrgent requirement for QuickBooks Enterprise Solutions 12.0 @ Remote
Remote job
Hi
GREETINGS!!!
We have a requirement for QuickBooks Enterprise Solutions 12.0
Job Title : QuickBooks Enterprise Solutions 12.0
.
Rate : $Open all incl on C2C.
Immigration Status : US Citizen, GreenCard Holder, EAD, Have H1 Visa, Canadian Citizen, TN Visa
Start date :
END Date :
Type of work : Onsite
JOB Description:
We are looking for candidate who has experience on QuickBooks Enterprise Solutions 12.0
Integrating time systems to quick books, In quick books if we click on the invoice time sheet should open up
PLEASE RESPOND WITH YOUR UPDATED RESUME AND THE FOLLOWING DETAILS
Position
Name
Total Experience
Availability
Immigration Status
Current Location
Phone
Email
Rate/ Salary
Current Salary
EMPLOYER DETAILS
Thank You,
PANDIYAN
Industry Focused Innovative Solutions
Sierra Infosys Inc
Houston, TX-77036
Phone : ************ or ************
Fax : ************
Email : *************************
URL : ********************
Y! : porchelilsierra
Easy ApplyBusiness Value Advisor REMOTE
Remote job
Splunk, a Cisco company, is building a safer and more resilient digital world with an end-to-end full stack platform made for a hybrid, multi-cloud world. Leading enterprises use our unified security and observability platform to keep their digital systems secure and reliable. Come help organizations be their best, while you reach new heights with a team that has your back.
THIS ROLE MAY BE PERFORMED ANYWHERE IN THE USA
MEET THE TEAM
As a Business Value Consultant, you will develop and implement strategies that build pipeline opportunities, drive growth, and efficiencies within your assigned sales teams. You will work with sales to develop account strategies and assist in determining plans to expand Splunk's portfolio across the key buying centers and into the lines of business. Strategic priorities and execution will be governed by the customer's business imperatives and mapped to Splunk's capabilities across the portfolio to meet and exceed the desired outcomes.
YOUR IMPACT
Assists with the framing of deal "psychology" within an account
+ Craft a value hypothesis
+ Develop a pipeline toward what matters to our customers
+ Value alignment, definition, creation
+ Attend forecast calls, deal strategy, planning and review calls
+ Meeting with Economic Buyers, discuss key objectives, gain sponsorship for value workshops
+ Manage value realization workshops with account team / partner
+ Deliver and support champion approved prescriptive roadmap and value quantification
+ Correlate value, roadmap, industry innovations into exec aligned proposal
+ Evangelize and enable the teams around Value Selling
+ Support our Public Sector segment
MINIMUM QUALIFICATIONS
+ Minimum of 8 years of selling enterprise SaaS experience
+ Experience selling into Public Sector accounts
PREFERRED QUALIFICATIONS
+ Value consulting experience a plus
+ Experience with Customer Success and helping sales reps close deals
+ Evolve to SME - accessing relevant information internal to teams and radiating out from teams, where appropriate
+ Prior success working on multiple opportunities with different sales reps at the same time and help close deals
+ TS/SCI Clearance
**Why Cisco?**
At Cisco, we're revolutionizing how data and infrastructure connect and protect organizations in the AI era - and beyond. We've been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide customers with unparalleled security, visibility, and insights across the entire digital footprint.
Fueled by the depth and breadth of our technology, we experiment and create meaningful solutions. Add to that our worldwide network of doers and experts, and you'll see that the opportunities to grow and build are limitless. We work as a team, collaborating with empathy to make really big things happen on a global scale. Because our solutions are everywhere, our impact is everywhere.
We are Cisco, and our power starts with you.
**Message to applicants applying to work in the U.S. and/or Canada:**
The starting salary range posted for this position is $260,000.00 to $327,600.00 and reflects the projected salary range for new hires in this position in U.S. and/or Canada locations, not including incentive compensation*, equity, or benefits.
Individual pay is determined by the candidate's hiring location, market conditions, job-related skillset, experience, qualifications, education, certifications, and/or training. The full salary range for certain locations is listed below. For locations not listed below, the recruiter can share more details about compensation for the role in your location during the hiring process.
U.S. employees are offered benefits, subject to Cisco's plan eligibility rules, which include medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, paid parental leave, short and long-term disability coverage, and basic life insurance. Please see the Cisco careers site to discover more benefits and perks. Employees may be eligible to receive grants of Cisco restricted stock units, which vest following continued employment with Cisco for defined periods of time.
U.S. employees are eligible for paid time away as described below, subject to Cisco's policies:
+ 10 paid holidays per full calendar year, plus 1 floating holiday for non-exempt employees
+ 1 paid day off for employee's birthday, paid year-end holiday shutdown, and 4 paid days off for personal wellness determined by Cisco
+ Non-exempt employees** receive 16 days of paid vacation time per full calendar year, accrued at rate of 4.92 hours per pay period for full-time employees
+ Exempt employees participate in Cisco's flexible vacation time off program, which has no defined limit on how much vacation time eligible employees may use (subject to availability and some business limitations)
+ 80 hours of sick time off provided on hire date and each January 1st thereafter, and up to 80 hours of unused sick time carried forward from one calendar year to the next
+ Additional paid time away may be requested to deal with critical or emergency issues for family members
+ Optional 10 paid days per full calendar year to volunteer
For non-sales roles, employees are also eligible to earn annual bonuses subject to Cisco's policies.
Employees on sales plans earn performance-based incentive pay on top of their base salary, which is split between quota and non-quota components, subject to the applicable Cisco plan. For quota-based incentive pay, Cisco typically pays as follows:
+ .75% of incentive target for each 1% of revenue attainment up to 50% of quota;
+ 1.5% of incentive target for each 1% of attainment between 50% and 75%;
+ 1% of incentive target for each 1% of attainment between 75% and 100%; and
+ Once performance exceeds 100% attainment, incentive rates are at or above 1% for each 1% of attainment with no cap on incentive compensation.
For non-quota-based sales performance elements such as strategic sales objectives, Cisco may pay 0% up to 125% of target. Cisco sales plans do not have a minimum threshold of performance for sales incentive compensation to be paid.
The applicable full salary ranges for this position, by specific state, are listed below:
New York City Metro Area:
$260,000.00 - $376,700.00
Non-Metro New York state & Washington state:
$236,000.00 - $342,000.00
* For quota-based sales roles on Cisco's sales plan, the ranges provided in this posting include base pay and sales target incentive compensation combined.
** Employees in Illinois, whether exempt or non-exempt, will participate in a unique time off program to meet local requirements.
Cisco is an Affirmative Action and Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, genetic information, age, disability, veteran status, or any other legally protected basis.
Cisco will consider for employment, on a case by case basis, qualified applicants with arrest and conviction records.
Business Solutions Consultant
Remote job
Join Our Team as a Business Solutions Consultant! Are you passionate about helping others, building relationships, and making a meaningful impact? We're looking for driven individuals to join our dynamic team as Business Solutions Consultant, where you'll receive top-tier training, mentorship, and unlimited income potential.
NOW HIRING:
✅ Licensed Life & Health Agents
✅ Unlicensed Individuals (We'll guide you through the licensing process!)
We're looking for motivated individuals who want to grow into leadership roles or create a rewarding part-time income stream.
Is This You?
✔ Passionate about helping clients find financial security?
✔ Willing to invest in yourself and your professional growth?
✔ Self-motivated, disciplined, and eager to succeed?
✔ Coachable and ready to learn from top industry professionals?
✔ Interested in a business that is recession- and pandemic-proof?
If you answered YES, keep reading!
What We Offer:
💼 Flexible Work Environment - Work remotely, full-time or part-time, on your own schedule.
💰 Unlimited Earning Potential - Part-time: $40,000-$60,000+/month | Full-time: $70,000-$150,000+++/month.
📞 Warm Leads Provided - No cold calling; you'll assist clients who have already requested help.
❌ No Sales Quotas, No High-Pressure Tactics.
🧑 🏫 Comprehensive Training & Mentorship - Learn from top-performing professionals.
🎯 Daily Pay - Get paid directly by the insurance carriers you work with.
🎁 Bonuses & Incentives - Earn commissions starting at 80% (most carriers) + salary
🏆 Leadership & Growth Opportunities - Build your own agency (if desired).
🏥 Health Insurance Available for qualified agents.
🚀 Start a meaningful career where you help clients secure their futures while securing your own.
👉 Apply today and take the first step toward success!
(
Your success depends on effort, skill, and commitment to training and sales systems.
)
Auto-ApplySolutions Consultant (EHR platform sales demos)
Remote job
Qualifacts is a leading provider of behavioral health software and SaaS solutions for clinical productivity, compliance and state reporting, billing, and business intelligence. Its mission is to be an innovative and trusted technology and end-to-end solutions partner, enabling exceptional outcomes for its customers and those they serve. Qualifacts' comprehensive portfolio, including the CareLogic , Credible™, and InSync platforms, spans and serves the entire behavioral health, rehabilitative, and human services market supporting non-profit Certified Community Behavioral Health Clinics (CCBHC) as well as for-profit large enterprise and small business providers. Qualifacts has a loyal customer base, with more than 2,500 customers representing 75,000 providers serving more than 6 million patients. Qualifacts was recognized in the 2022 and 2023 Best in KLAS: Software and Services report as having the top ranked Behavioral Health EHR solutions.
If you want to work inside an atmosphere where innovation has purpose, and your ambition works to support our customers and those they serve, please apply today!
This is a regional role in which we are seeking candidates in MA, NY, PA, VT, TX, OK, CO, AR, KS, or LA.
Summary of the Sales Solutions Consultant
The Sales Solutions Consultant (SC) is the product expert who works in direct partnership with the Regional Sales Manager throughout the entire sales process to present solution-focused, technical, and functional product capabilities. The SCs will drive the system needs analysis process with prospects and handle all product demonstrations, communicating directly with C-Suite and Director level contacts as well as front line subject matter experts within the prospect organization. Individuals in this role will also work cross-functionally with other internal departments to ensure alignment with product and organizational objectives, and to assist in proper transition of customers from sales to implementation. This position reports to the VP of Sales Solutions Consulting.
Responsibilities for the Sales Solutions Consultant
Provide multi-hour software demonstrations and training (on-site and off-site) to employees, prospects and existing customers
Setup, configure, and maintain demonstration database(s)
Conduct appropriate research and analysis on prospective customer needs and state requirements in order to appropriately tailor product conversations and demonstrations
Consult with staff at all levels of a prospect's organization (C level, Director level and End User) to drive needs analysis and answer product related questions, technical questions, and process questions
Drive the sales process through other marketing efforts (i.e., trade shows) as needed
Develop and regularly update demonstration materials (internal, external, and client-specific)
Participate in customer user groups and product advisory boards as a technical expert and Product SME
Liaison with other internal departments (i.e., help desk, product, projects, quality assurance/testing, implementation services) as needed to ensure sales demo/implementation objectives are in current alignment with product evolution/customer needs and new customers are properly transitioned into implementation
Qualifications of the Sales Solutions Consultant
Bachelor's Degree, preferably in a technical or behavioral health field. Equivalent additional years' work experience may be considered in lieu of degree
2+ years' experience as a Software Solutions/Systems Consultant delivering product demonstrations and/or software training via multiple modes of delivery (face-to-face, one-on-one, e-learning, web, etc.)
In lieu of systems consulting experience, 3+ years' combined experience in the following areas may be considered: Software Solutions/Systems Consultant, highly technical healthcare software sales/account management role or HER systems focused role (implementation/training/support/or product analysis, etc.) or behavioral healthcare industry (i.e., counselor, therapist, case manager, biller, nurse, psychiatrist, management)
Hands on experience with EHR or EMR systems
Knowledge, Skills, and Abilities of the Sales Solutions Consultant
Dynamic and professional presentation skills
Passion for technology with ability to quickly understand complex systems, configure system settings and workflows and solve technical issues
Proficiency with creating presentation curriculum and corresponding materials
Excellent interpersonal skills with ability to interact with diverse groups, handle difficult situations, and maintain professional presence throughout
Enthusiastic, positive attitude with willingness to jump in where needed to help both internal and external customers and co-workers
Strong desire to learn and enhance technical, presentation, and communication skills while also mentoring peers to do the same
Demonstrated ability to self-motivate and employ a strong work ethic along with good judgment and decision-making skills to effectively achieve objectives with minimal supervision
Good organizational skills and detail orientation
Flexibility in thinking, planning, and execution of sales presentations
Proficiency with Office 365 or similar productivity tools, and Microsoft Project or similar project management tools
Ability to travel extensively, including overnight (up to 60% of the time), is required; close proximity to a commercial airport in the continental United States is ideal
Knowledge or experience with Salesforce or other CRM systems
Qualifacts is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Auto-ApplyBusiness Development, Contracts & Operations Consultant Scope of Work
Remote job
The Consultant will provide flexible, ongoing support to leadership across business development, contracts and compliance, and operational/project administration. The engagement strengthens the organization's ability to identify and position for new opportunities, manage partnerships and agreements, and ensure efficient operations, including coordination with finance and other vendors.
Initial term: three (3) months (January-March), at approximately 20 hours per week, fully remote, with possibility of extension. Exact start date, weekly hours, and rate to be confirmed in the consulting agreement.
Responsibilities
New Business Opportunity & Capture
· Forecast and track business opportunities using selected platforms; monitor donor RFPs and partner pipelines.
· Lead or support capture planning and positioning (e.g., competitor analysis, teaming strategy, win themes).
· Manage proposal development: create proposal calendars; facilitate and coordinate inputs across technical, pricing, HR, and operations; identify, engage, and communicate with external partners; support packaging and submission.
· Draft, review, and edit proposals, capability statements, CVs/biographies, and biodatas for submissions.
· Partner outreach and coordination; support development and negotiation of teaming agreements.
· Coordinate due diligence with Contracts and Finance for selected solicitations.
Contracts & Compliance
· Review contracts, subcontracts, consulting agreements, and teaming agreements for alignment with policies and donor requirements.
· Draft and manage consultant contracts; maintain due diligence documentation and records.
· Provide recommendations on risk management and compliance issues; maintain a contract log and reporting obligations.
· Liaise with Finance and HR to manage contracts and bids; coordinate with the financial support supplier as needed.
Project & Operations Administration
· Provide operational support to Project Directors/Technical Leads; coordinate consultant onboarding, contract preparation, and payment processing.
· Track project deliverables, deadlines, and reporting requirements; ensure teams remain on schedule and informed.
· Support documentation, version control, and internal communications to maintain smooth workflows across teams.
· Coordinate invoice submission, review, and follow-up with Finance to ensure timely processing.
· Serve as a central point of contact for project administration; proactively resolve issues and ensure teams have what they need to deliver.
· Oversee or support project budgets and basic operational tracking.
· Organize meetings and related logistics.
We Are:
ThinkWell core values are our fundamental organizational guiding principles. They define our corporate culture, influence our behavior at work and help us achieve our mission. Our values are:
Think big
Influence the conversation
Empower others
Be exceptional
Always question
Relate authentically
Evolve by learning
You Are:
ThinkWell core competencies are foundational skills and behaviors that align with our values and are expected of all employees.
An entrepreneurial, results-oriented ‘do-er' with a willingness to take risk, think big and challenge conventional wisdom.
A change maker who reaches independent judgement with an open mind, influences the conversation, and seeks innovation.
Able to help create an empowering environment in which everyone feels free to take initiative, be accountable and fail intelligently (learn from mistakes).
A collaborative colleague who engages constructively with people from different cultures, orientations, and perspectives and maintains positive relations in a virtual world.
Principally motivated by a growth mindset, meaning the pursuit of knowledge, experience, and self-improvement. You always question and continuously learn.
Authentic, honest, direct, self-aware, and open to giving and receiving feedback.
Deliverables & Milestones
· Monthly opportunity pipeline report, including prioritized capture plans and status.
· Proposal calendars and coordination plans for active bids; on-time, compliant submissions.
· Updated contract/teaming agreement log and due diligence files; risk/compliance notes for active awards/bids.
· Onboarding checklist and tracker for consultants and partners; invoice tracking report.
· Short memo with recommendations to streamline BD and operations processes and tools.
Requirements
Requirements
Minimum BA/BS and 6+ years experience or graduate degree and 3+ years experience;
Successful track record in managing international development proposal development for donors such as World Bank, private foundations, private businesses and UN Agencies;
Strong attention to detail and process oriented and motivated;
Ability to multi-task and coordinate multiple processes and deliverables with tight timelines;
Adept at communicating technical information to non-technical audiences;
A team player, motivated to provide subject matter expertise with a collaborative, customer service orientation;
Demonstrated ability to complete tasks quickly, thoroughly and conscientiously with attention to detail and a responsive, ‘can-do' attitude;
A thoughtful systems thinker with grounded, pragmatic understanding of the complexities of our work;
Demonstrated ability to engage effectively with internal and external stakeholders;
Full English fluency, second language a plus;
Outstanding cross-cultural communication skills, including the ability to relate respectfully with staff at all levels, ages, genders, nationalities, and orientations as well as across work areas.
Auto-ApplyBusiness Development - Talent Pool
Remote job
What We Do Roo (************ has created the first B2B labor marketplace in animal healthcare that connects veterinary professionals with hospitals through innovative technology, with opportunities to expand and offer more opportunities for both our demand & supply of users. Our dynamic platform enables hospitals to fulfill personnel needs in real time, while allowing high-quality veterinary professionals to secure work at the click of a button. Beyond the platform, Roo represents a growing opportunity to help hospitals meet all-things staffing, and a growing community of resilient vet industry professionals who value flexibility and work-life balance, in addition to providing the best possible outcomes for clients and their pets. Our aim is to combine experienced healthcare expertise with Silicon Valley talent to shake up this industry and change the way veterinarians and hospitals work!
Why Join Our Talent Pool?
By joining our Business Development Talent Pool, you'll stay connected with upcoming roles, potentially joining our team of driven professionals dedicated to growing Roo's presence and impact in the animal health industry.
Our Business Development Managers operate in a dynamic, fast-paced environment focused on expanding market presence by bringing new veterinarians to the platform. Each BDM partners with Account Management, Marketing, and senior leadership to develop and execute strategic sales plans, build strong relationships with veterinary professionals, and host recruitment events to drive engagement and growth. With a focus on proactive outreach and meaningful connections, our BDMs play a key role in building a thriving, engaged community on Roo's platform.
If you're energized by relationship-building, thrive in a dynamic environment, and are passionate about making an impact in the veterinary world by giving vets another path to support their mental health and ultimately provide the best care for our furry friends, Roo could be an ideal fit for you.
When we're hiring we're looking for:
Growth-Driven Sales Professionals: You thrive on identifying new business opportunities and are motivated by expanding Roo's presence.
Strategic Influencers: Your ability to persuade, build trust, and influence helps you develop strong connections with veterinarians.
Collaborative Partners: Working cross-functionally comes naturally, and you value teamwork with account managers, marketing, and leadership to achieve company-wide objectives.
Platform Ambassadors: You're dedicated to representing Roo's platform with expertise, delivering guidance and support to users, and contributing to their ongoing satisfaction and engagement.
Typical Roles in the Business Development Team:
Business Development Manager
Senior Business Development Manager
Why Roo?
Roo is dedicated to creating an inclusive, mission-driven workplace. As part of the Engineering team, you'll experience:
Career Development: Stipends for home office setup, continuing education, and monthly wellness.
Health and Wellness: Comprehensive health benefits, including base medical plan covered at 100%, with options for premium buy-up plans.
Financial Security: 401K plan to help secure your financial future.
Celebrating You: Gifts on birthdays & work anniversaries, and opportunities for domestic travel and team-building events.
Our team lives by core values that drive our growth and success: Bias to Urgency, Drive Measurable Impact, Seek Understanding, Solve Customer Problems, and Have Fun!
What happens when I join the Talent Pool?
Your resume will be stored in our ATS and as soon as a role opens up, you'll be the first to know! In the meantime, you may hear from us from time to time about exciting Roo news - if you don't wish to receive those updates you'll be given the option to unsubscribe.
Salaries will vary depending on role, experience level and, location.
Salary Range$85,000-$115,000 USD Core Values Our Core Values are what shape us as an organization and we're looking for people who exhibit the same values in their professional life; Bias to Urgency, Drive Measurable Impact, Seek Understanding, Solve Customer Problems and Have Fun! What to expect from working at Roo! For permanent, full time employees, we offer:
Accelerated growth & learning potential.
Stipends for home office setup, continuing education, and monthly wellness.
Comprehensive health benefits to fit your needs with base medical plan covered at 100% with optional premium buy up plans.
401K
Unlimited Paid Time Off.
Paid Maternity/Paternity and reproductive care leave.
Gifts on your birthday & anniversary.
Opportunity for domestic travel, including for regional team building events.
Overall, you would be part of a mission-driven company that will significantly empower the lives of all veterinary professionals and the health of the overall animal industry that seeks massive innovation. We have diverse, passionate & driven team members from a variety of backgrounds, and Roo 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, or veteran status. We are committed to creating an inclusive environment for all employees and candidates. We understand that your individual experience may not check every box but we still encourage you to apply even if you are not confident in every expectation listed. Ready to join the Roo-volution?!
Auto-ApplyBusiness Development Consultant, Academics Division (Remote)
Remote job
The Medicus Firm (TMF), a part of M3USA, is a national healthcare recruitment firm with a mission to be the market leader which is most respected for its Performance, People, and Partnerships. One of the largest physician recruitment companies in the US, TMF focuses on providing the most efficient and effective recruiting services to hospitals and healthcare employers nationwide with unmatched sophistication, consultation, and market insight. Due to its transparent and consultative approach, The Medicus Firm is a nine-time winner of the Best of Staffing Client Satisfaction award, presented by ClearlyRated. By providing a collaborative work environment with a competitive compensation model, TMF has successfully built an accomplished team that is the recipient of multiple awards for its culture.
Due to our continued growth, we are hiring for a Business Development Consultant, Academics Division with The Medicus Firm, an M3 company.
As part of the M3 family of companies, The Medicus Firm benefits from M3's physician reach through millions of active physicians who regularly participate in market research, continuing education, clinical research, professional enrichment, etc.
About M3USA
M3 USA is at the forefront of healthcare innovation, offering digital solutions across healthcare, life sciences, pharmaceuticals, and more. Since our inception in 2000, we've seen remarkable growth, fueled by our mission to utilize the internet for a healthier world and more efficient healthcare systems.
Our success is anchored in our trusted digital platforms that engage physician communities globally, facilitating impactful medical education, precise job placement, and insightful market research. M3 USA prides itself on a dynamic and innovative work environment where every team member contributes to global health advancements.
Joining M3 USA means being part of a dedicated team striving to make a significant difference in healthcare. We provide a unique opportunity for you to be at the cutting edge of healthcare innovation, shaping the future in a meaningful career. Embrace the chance to drive change with M3 USA.
Establish, develop, and maintain sales efforts and processes to ensure quality of client servicing is of the highest possible standard.
Generate new leads with prospective clients.
Effectively sell company's services and develop new business by identifying leads, qualifying prospects, and building relationships.
Maintain and drive additional business with current accounts through strategic account development and client relationships.
Achieve all individual sales goals and quotas, meeting as a minimum or exceeding sales targets quarterly and annually .
Contribute ideas and strategies for the growth and success of the Academics & Executive Division.
Effectively create, plan, and deliver presentations on company's services.
Determine pricing schedules, create quotes, deliver proposals, and negotiate all contracts with prospective clients.
Contribute to a vibrant, competitive, and supportive culture within the team where all team members focus on achieving success for their accounts and building/fostering lasting client relationships.
Effectively advise clients, present services, overcome objections, and provide consultation and recommendations to clients.
Qualifications
High school diploma or equivalent required. Bachelor's degree or equivalency preferred
3-5 years of healthcare sales experience
3-5 years of experience in physician recruitment
Preferred experience in working with Academic medicine
Proven track record in sales for healthcare recruitment
Proven ability to effectively work with and sell to C-suite, HR departments, and senior executives
Ability to effectively communicate with counterparts, management, clients, and internal departments
Strong record to target achievement (sales, revenue, quotas, margins, etc.)
Collaborative and supportive with colleagues
Excellent presentation skills
Excellent written and verbal communication skills
Demonstrated experience in resolving issues, brainstorming, and problem-solving
Additional Information
Benefits:
A career opportunity with M3USA offers competitive wages, and benefits such as:
Health and Dental
Life, Accident and Disability Insurance
Prescription Plan
Flexible Spending Account
401k Plan and Match
Paid Holidays and Vacation
Sick Days and Personal Day
*M3 reserves the right to change this job description to meet the business needs of the organization
#LI-LB1
#LI-Remote
Solutions Consultant
Remote job
Are you a financial services expert with a passion for showcasing cutting-edge SaaS platforms? Do you thrive in consultative sales environments where you can connect with clients and demonstrate value through innovation? Are you ready to partner with sales and product teams to revolutionize investment management workflows? If so, we invite you to join Ridgeline as a Solutions Consultant and help redefine the future of financial technology.
As a Solutions Consultant at Ridgeline, you will play a critical role in driving sales success by providing functional and technical expertise during the sales cycle. This role offers the chance to engage with leaders across the asset management industry, showcase Ridgeline's unified cloud-native platform, and directly influence the adoption of modern investment management solutions. You'll collaborate with cross-functional teams to deliver exceptional client experiences, from RFP to deployment.
At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If the Ridgeline Way excites you, we'd love to meet you.
The impact you will make:
Lead technical and functional product demonstrations to highlight the value of Ridgeline's solutions to prospective clients.
Serve as a product expert, showcasing how Ridgeline addresses investment management needs for stakeholders such as Traders, Portfolio Managers, IT, Accounting, and Compliance Officers.
Partner closely with sales, product development, and implementation teams to ensure seamless client experiences from pre-sales through deployment.
Manage the sales process by assisting with RFP/RFI responses and creating Statements of Work (SOW) in collaboration with internal teams.
Provide critical feedback to product management teams to drive continuous product enhancements and innovation.
Develop a deep understanding of client needs, offering tailored solutions that emphasize Ridgeline's single-platform capabilities across functionalities such as Order Management, Accounting, and Reporting.
Travel regularly (20-40%) to engage with prospects, build relationships, and support sales efforts.
Foster a collaborative, transparent environment rooted in learning, teaching, and mutual success.
What we look for:
8+ years of experience in financial services, fintech deployment, sales engineering, solutions architecture, or similar roles.
5+ years of client-facing experience with technology-based enterprise solutions in Asset or Wealth Management.
Deep understanding of investment management, including systems such as OMS, PMS, and Accounting platforms.
Strong knowledge of financial markets, portfolio management, trading, performance and risk, compliance, and trade settlement processes.
Familiarity with consultative selling methodologies and a proven ability to work collaboratively in achieving results.
Exceptional communication skills, including the ability to articulate complex concepts clearly and lead product demonstrations for diverse audiences.
Bachelor's degree in Computer Science, Information Systems, Engineering, Finance, or a related field.
Self-starter with a friendly demeanor, professionalism, and the ability to forge strong relationships with senior market practitioners.
Experience presenting cloud-based solutions and driving value-based sales approaches.
Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space.
An aptitude for problem solving
Ability to communicate effectively
Serious interest in having fun at work
About Ridgeline
Ridgeline is the industry cloud platform for investment management. It was founded in 2017 by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.Headquartered in Lake Tahoe with offices in Reno, NV and Manhattan, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by
Inc
.
Magazine
, Glassdoor, and Northern Nevada as a “Best Place to Work” and by LinkedIn as a “Top U.S. Startup.”
Ridgeline is a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.
Compensation and Benefits
The cash compensation amount for this role is targeted at $193,500 to $226,500 OTE for individuals based in New York and California. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.
#LI-Remote
Auto-ApplyBusiness Automation Consultant
Remote job
As a Business Automation Consultant, you will work directly with clients to guide them through their digital transformation journey. Your focus will be on interviewing stakeholders across all levels of the organization, analyzing existing processes, identifying automation opportunities, and designing streamlined workflows. The ideal candidate will bring a strategic mindset, strong interpersonal skills, and deep experience with process automation, particularly with Microsoft Power Automate.
ESSENTIAL FUNCTIONS:
Conduct in-depth interviews with senior leadership, managers, and frontline employees to gain a comprehensive understanding of current processes, challenges, and automation potential.
Analyze, document, and map existing workflows to identify inefficiencies and areas for improvement.
Design new and enhanced workflows that leverage Microsoft Power Automate to drive efficiency, improve accuracy, and reduce manual efforts.
Create strategic roadmaps and recommendations for process optimization and automation that align with clients' long-term business objectives.
Serve as a trusted advisor to clients, providing expertise on digital transformation, change management, and the benefits of automation.
Collaborate with technical teams, including Power Automate Engineers, to ensure seamless implementation and integration of automation solutions.
Monitor and assess the impact of newly implemented workflows, gathering feedback to refine and optimize automation efforts continually.
Attend required company and departmental meetings.
Act in accordance with Marco policies and procedures as set forth in the Employee Handbook.
Perform other related duties as assigned.
ESSENTIAL FUNCTIONS:
Bachelor's degree in Business, Information Technology, or a related field; MBA or relevant advanced degree is a plus.
7+ years of experience in digital transformation, process improvement, or related roles, with a strong understanding of automation technologies and methodologies.
REQUIRED SKILLS:
Proven experience in business process analysis and design, with expertise in identifying and implementing automation solutions using Microsoft Power Automate or similar platforms.
Excellent interviewing and communication skills, with the ability to engage effectively with stakeholders at all organizational levels.
Strong documentation skills, with experience creating clear and actionable process maps, workflows, and project roadmaps.
Strategic thinker with a deep understanding of change management principles and the ability to drive adoption of new processes and technologies.
Microsoft certifications, particularly related to Power Platform or Process Automation, are a plus.
Strong instructional design skills and familiarity with LMS platforms.
Location: This is a remote-eligible position, however, Marco Technologies requires employees to reside within one of the following states: DE, FL, IA, IL, IN, KY, MD, MI, MN, MO, ME, NE, ND, NJ, PA, RI, SD, TX, WI
Pay Range: $107,701 - $172,322 annually
The pay range listed for this position is based on candidate's skill level, experience, relevant licenses, and educational background. For detailed information about our benefits, please visit our careers page at *************************
Franchise Business Consultant
Remote job
The Franchise Business Consultant (FBC) is a strategic advisor and performance coach to franchise owners. This role emphasizes sales, marketing, and business growth while supporting strong operational execution. The FBC helps franchisees build sustainable revenue, strengthen referral relationships, elevate customer experience, and achieve measurable business outcomes that align with brand standards.
Responsibilities:
Sales & Marketing:
Coach franchise owners in development, execution and oversight of local sales plans, including target accounts, referral strategies, and consistent sales activities.
Guide franchise owners in marketing strategy, digital presence, brand consistency, community engagement, and promotional campaigns.
Review and analyze sales KPIs (pipeline health, win/loss, lead sources, conversion rates) and drive action plans for improvement.
Partner with the National Sales Team to align franchise efforts with system-wide initiatives, programs, and available sales tools.
Support franchise owners in strengthening partnerships with carriers, contractors, and other referral sources to expand market share.
Business Consulting & Coaching:
Serve as the primary business advisor to a portfolio of franchise owners, providing guidance across sales, marketing, operations, customer experience, and financial performance.
Conduct regular strategic meetings to review metrics, address issues, and maintain accountability.
Evaluate franchise performance and create customized action plans tailored to the owner's goals, strengths, and current challenges.
Build strong, trust-based relationships that support candid coaching and long-term success.
Operational Excellence:
Ensure franchisees consistently follow brand standards and required processes.
Conduct operational assessments to identify gaps and help franchisees implement best practices in workflow, field operations, technology use, customer communication, and service delivery.
Support system adoption, training initiatives, and the development of operational capabilities across the franchise network.
Collaborate with the Operations and Training teams to address skill gaps and support the rollout of new systems or tools.
Financial Performance:
Review financial statements and key operational metrics with franchise owners to identify opportunities for improved profitability.
Provide coaching on job costing, pricing strategy, and expense management.
Ensure accurate system usage and reporting, supporting royalty accuracy and financial visibility.
Business Growth & Development:
Help franchise owners assess opportunities for expansion, additional service offerings, staffing needs, or new investments.
Support franchise owners in building organizational structures that can scale as revenue growth demands.
Encourage franchisees to adopt technology and tools that enhance productivity, communication, and customer satisfaction.
Share system-wide best practices to elevate performance across the network.
Compliance, Reporting & Communication:
Maintain accurate documentation of coaching sessions, action plans, progress updates, and performance metrics.
Communicate trends, risks, and opportunities within the consultant's portfolio to leadership.
Ensure adherence to brand standards, policies, and contractual obligations.
Qualifications:
5+ years of experience in franchise consulting, franchise operations, business consulting, or business ownership. Experience in the restoration or contents restoration space preferred.
Bachelors degree in Business or a related field preferred
Demonstrated ability to coach, influence, and motivate business owners toward improvement.
Strong business acumen, including the ability to interpret financial statements and operational KPIs.
Excellent communication, relationship-building, and problem-solving skills.
Ability to manage multiple priorities and adapt coaching style to diverse business owners.
Willingness to travel for onsite visits as needed.
Familiarity with EOS Traction is a plus
Success Traits:
Sales-driven: Naturally seeks opportunities to grow revenue, build pipelines, and expand relationships.
Strategic: Uses data and insight to guide business owners toward smarter decisions.
Operationally savvy: Understands how systems, processes, and structure drive performance.
Highly relational: Builds trust quickly and communicates with clarity and empathy.
Forward-thinking: Identifies risks and opportunities early and acts proactively.
Adaptable: Works effectively with different personalities, business models, and experience levels.
Expectations:
Complete required travel within approved budget guidelines on a per trip basis
Maintain a communication log for all franchisee interactions in company software
Maintain regular communication through weekly 1:1 with manager, weekly L10 meeting & use of company software for tracking KPIs, goals, headlines, action items & issues.
Conduct coaching in a professional and responsive manner consistent with brand standards and Empower Core Values.
Travel up to 25% of the time. Average one 3-4 day trip per month
FRSTeam's mission is to exemplify heartfelt care and concern for our communities by providing innovative products and services that help support and restore the lives of those we serve. We are a close-knit community of hand-chosen professionals, committed to restoring personal property and helping families and businesses get their lives back on track after a fire or water loss. WHO WE ARE:
Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com.
Note:
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time. #LI-remote
Auto-ApplyFinancial Planning Business Consultant
Remote job
Primary Duties and Responsibilities
Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices.
Provides in-depth consultation and support to advisors on financial planning, sales processes, products and implementation.
Identifies and develops best practices, tools, training and resources needed to introduce successful financial planning services to the field.
Leads projects to enhance centralized service models; drive adoption of Northwestern Mutual's planning and investment philosophies; and support the growth of integrated advisors in the field.
Supports workflow refinement, team development and change management in alignment with Northwestern Mutual's evolving distribution strategy.
Consults with advisor on financial planning, product options, suitability, and investment concepts and strategies.
Analyzes clients' financial goals, current situation and portfolio. Thoroughly documents case notes and thought process for recommendations presented to advisors. Develops appropriate recommendation options to meet client needs, risk profile, time horizon and preferences.
Coaches on the presentation of financial plans, investment cases and successful client presentation including handling client objections.
Leads projects to enhance the program to increase alignment with planning, integrate investments and increase productivity in field offices. This includes development of tools, training and other materials needed to introduce and expand planning related services.
Leads training and education through designing, planning, coordinating and presenting at on topics including program administration, financial planning, investments, technology and workflow.
Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices.
Drive the achievement of the goals for the Planning and Wealth Consulting Team.
Other responsibilities may be assigned as necessary.
Qualifications
Series 7 required.
Bachelor's degree in business, finance or related field.
Minimum 3-5 years of financial services experience including both brokerage and advisory investment platforms with demonstrated investment knowledge and understanding of markets, products, platforms and services.
Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals.
Confidence in counseling representatives on a variety of proactive approaches and solutions.
Strong analytical skills, problem solving, attention to detail and accuracy.
Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization.
High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results.
Passionate about Northwestern Mutual Financial Planning process, products and services.
Ability to utilize a financial planning software or previous experience using Northwestern Mutual's Financial Planning software.
Empathetic - can put yourself in the shoes of an advisor and see the plan from their perspective.
3 years as a financial planner, investment sales producer, or CFP preferred. Ability to travel as needed.
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 7 - FINRA, SIE - FINRA
Compensation Range:
Pay Range - Start:
$76,650.00
Pay Range - End:
$142,350.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Auto-ApplyBusiness Consultant - Remote
Remote job
Welcome to the intersection of energy and home services. At NRG, we're all about propelling the next generation of leaders forward. We are driven by our passion to create a smarter, cleaner and more connected future. We deliver innovative solutions that make our customers' lives easier-helping them power, protect, and intelligently manage their homes and businesses. To do this, we need creative and talented people to join our company.
We offer a dynamic work environment and a unified and inclusive culture. NRG fosters a strong sense of belonging that leads to better collaboration and business performance. Our company programs are designed to help employees develop the skills they need for success now and in the future. In everything we do, we aim to champion our employees and bring value to our customers, investors and society.
More information is available at ************ Connect with NRG on Facebook, Instagram, LinkedIn and X.
**Job Summary:**
This position is responsible for the retention of selected high value Business segment customers, acting as the 1:1 "face" of NRG brands consulting on all customer electricity needs. The individual in this role must possess analytical skills, be highly knowledgeable in the front and back office CCS system and have a high degree of knowledge of current electricity products. This person must also be proficient in high bill resolution as well as energy efficiency and conservation principles. Professionalism is paramount as Business Consultants are expected to provide a superior customer care experience in daily face-to-face interaction with NRG Business customers and prospects.
**Essential Duties/Responsibilities:**
+ Consultant will be assigned to specific Business accounts (approximately 200 - 500) to act as the liaison between the customer and NRG.
+ Consultant will be judged on his/her ability to meet or exceed targets for business sales, customer attrition and customer satisfaction.
+ The Consultant will represent a single resource to their customers for anything they might need from NRG. This will personalize our relationship with our top customers while simplifying the service model.
+ Consultant will initiate and lead customer site visits to top-value Business customers to ensure:
+ Customer is comfortable in their understanding of how they are billed; usage and demand; TDSP charges and other billing determinates.
+ Customer understands the product they are on and how it functions.
+ Educate the customer on energy efficiency and steps they can take to lower usage and peak demand that will positively impact their business.
+ Evaluate customer products coordinate rate changes to save the accounts as needed
+ Consultants will be equipped with a notebook PC laptop that allows them to connect to CCS. This will allow them to make updates/changes and provide on-site solutions to the customer upon request.
+ Communicate new products, programs, services to customers.
+ Consultant will provide accurate and timely updates to the BCCD database to document all customer contacts including but not limited to site visits, emails and phone conversations.
+ Act as a "Move Manager" for brand new high-value customers just joining NRG, who require special assistance in setting up their new location/account.
+ Perform Energy Audits of Business customer sites to assist the customer by identifying areas of energy inefficiency and areas for improvements. Have full knowledge and understanding of Audit requirements including check list of data to validate and calculations needed to provide feedback to the customer.
+ Research customer businesses before contacting to become familiar with the kind of business they operate and their history with NRG brands. This could include web research, CCS, Contact Log, etc.
+ Provide feedback to Segment Marketing on significant customer interactions. Be the venue for much needed customer learning on issues such as:
+ Products customers are most interested in
+ Needs they feel are not currently being met
+ What they do/do not like about NRG brands
+ How we can better serve them
+ How they perceive our competitors, etc.
**Working Conditions:**
+ Flexibility with work schedule.
+ Frequency of customer visits:
+ Retention customers: minimum of once per quarter unless customer requests more frequent visits. If customer transfers to a term product, the visits likely will be bi-annually.
+ Business development: Consistent in field prospecting to be achieve or exceed acquisition targets.
+ Frequent in and out of market travel to attend business expos or events.
+ Some overtime may be required as special projects arise.
**Minimum Requirements:**
+ 3+ years of customer service experience required, prior supervisory experience a plus. Experience in customer relationship management (account management) with business customers and business to business sales is required. Commensurate level of relevant experience will be considered in combination with the educational requirement.
+ High School diploma or equivalency required. Bachelor's degree from an accredited four-year college or university is preferred.
**Preferred Qualifications:**
+ Business Development Experience, specifically in electricity markets
+ Account Management/Business Relationship Management
**Additional Knowledge, Skills and Abilities:**
+ Must be able to successfully complete and fully grasp company provided training
+ Must be confident and knowledgeable in all Small Business products and services, TDSP charges and billing components.
+ Strong presentation skills and interpersonal skills.
+ Strong organizational and time management skills. Ability to schedule and arrive to appointments on time.
+ Ability to remain calm and respond quickly to surprising/difficult questions.
+ Advanced knowledge of kW vs. kWh, TDSP charges, and the difference between a kW product and a wires pass through product.
+ Consultative orientation
+ Committed to increasing their high bill skills and knowledge base and to providing a positive experience with NRG brands.
+ Interest in moving into a Marketing role a plus.
+ Dependable transportation, valid Texas Driver's License, and personal liability insurance. A review of the driving record will be required prior to hiring.
+ Emulate our Business positioning: smart choices; your partner in energy management; respect for your time; bringing innovative solutions to you, Customer First, etc.
**Physical Requirements:**
+ Occasionally requires lifting as appropriate to perform duties and responsibilities.
+ Occasional exposure to high temperatures while conducting customer visits and prospecting always keeping safety in mind and fully prepared for weather conditions.
The base salary range for this position is: $48,320 - $79,728* *The base salary range above represents the low and high end of the salary range for this position. Actual salaries will vary based on several factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Other rewards may include annual bonus, short- and long-term incentives, and program-specific awards. In addition the position may be eligible to participate in the benefits program which include, but are not limited to, medical, vision, dental, 401K, and flexible spending accounts.
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Protected Veteran Status/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
EEO is the Law Poster (The poster can be found at ***************************************************************************
Official description on file with Talent.
Strategic Business Consultant, Retirement Sales
Remote job
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically.
Section 2: Job Functions, Essential Duties and Responsibilities
Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services.
Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business.
Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms.
Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate.
Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth.
Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms
Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings
Delivery of customized book of business reporting to create efficiencies for your advisors
Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships.
Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Section 3: Experience, Skills, Knowledge Requirements
Deep knowledge of the retirement plan industry, 7+ years' experience preferred
Demonstrated ability to build and manage relationships
Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment
Excellent analytical and problem-solving skills
Ability to produce high quality work within tight time constraints
Ability to make sound business judgments while effectively balancing client needs and organizational considerations
Excellent written and oral communication skills, including group presentation experience.
Proficiency with Microsoft Office products including Excel, Word and PowerPoint
Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
Ability to travel as required
Highly organized with the ability to effectively prioritize key issues and deliverables
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
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email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Auto-ApplyTechnology Business Consultant Senior NextGen Banking, Modern Banking Platform Implementations (NGB MBP Implementations)
Remote job
Company DescriptionJobs for Humanity is partnering with FIS to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: FIS
Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
Bachelor of Computer Science
FIS Management Services, LLC seeks Technology Business Consultant Senior NextGen Banking, Modern Banking Platform Implementations (NGB MBP Implementations) in Jacksonville, FL to develop and deliver solutions to meet the unique needs of FIS customers. Work in a consultative environment, analyzing and implementing solutions designed to propel FIS clients into the forefront of the financial industry. Work with Modern Banking Platform (MBP), a real-time core banking platform with a next generation architecture that is cloud ready, which provides a multitude of configurable features designed to meet the unique business needs of retail and commercial institutions as well as digital and branch banking. Act as integral through all project phases from discovery & requirements gathering through to postproduction support. Ability to provide remote support as well as travel to client site. Assist in training employees and clients on new and existing functionality. Provide coaching and mentoring to less experienced team members. Assist Project Manager with risks, issues, and scope as well as help to manage & set client expectations. Communicate effectively at multiple levels within FIS organization as well as the client. Assist in training employees and clients on new and existing functionality. Provide coaching and mentoring to less experienced team members. Participate in presentations and large group discussions. Translate business requirements into MBP configuration. Lead and direct critical project deliverables including the configuration of the MBP system, with focus on loan & deposit account events including interest accrual, interest posting, account maturity, loan billing, and transaction processing) and managing system and back-office processing including End of day processing, system balancing, exception reconciliation. Build knowledge of MBP, banking and accounting to assist and guide client in streamlining processes and procedures. Research, test, and submit system defects reported by the implementation team or client. Write and execute test plans to ensure application integrity and requirements are aligned. Analyze marketplace, industry, company, technology trends and best practices, vendor products and services. Devise and/or modify processes and procedures to achieve greater efficiencies and to solve complex problems. Act as Subject Matter Expert on assigned application(s).
REQUIREMENTS: Bachelor's degree or foreign equivalent in Electronic Engineering, Computer Science, Information Technology, Business Analytics, or a related field and five (5) years of progressively responsible experience in the job offered or a related occupation: gathering and documenting business and functional requirements by leading or participating in interactive sessions and workshops with clients; researching and documenting client needs related to system design, construction, and implementation; defining specifications and data models for product development and testing; identifying and documenting gaps through business cases and user stories in Jira and Aha!; analyzing impacts to other systems and procedures; adhering to project plans and ensuring that deliverables are completed on time; communicating tasks that cannot be completed with detailed explanation and mitigation strategy; coordinating and testing software releases; completing business analyst validation, smoke tests, and progression of code through environments using tools including JSON Files; supporting various testing phases including system integration, user acceptance, implementation readiness, and functional verification; serving as liaison between client, internal teams, ancillaries, and consultants to provide support throughout the project; and utilizing SQL to conduct incident research during implementation and post implementation phases and document the analysis for the development team. In the alternative, the employer will accept a Master's degree in the above listed fields and three (3) years of experience in the above listed skills. Telecommuting and/or working from home may be permissible pursuant to company policies.
QUALIFIED APPLICANTS: Please apply directly through our website by clicking on “Apply Now.”
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
#pridepass
Small Animal Internal Medicine Consultant
Remote job
IDEXX is recruiting for Small Animal Internal Medicine Consultants! The Veterinary Professional in this position is responsible for providing phone consultations regarding laboratory results, diagnostic testing and treatment options to IDEXX customers. A high level of importance is placed on quality, service, and timeliness.
What's in it for you?
Are you a Board-Certified Small Animal Internist (DACVIM - SAIM) looking for a new opportunity and challenge? Would you enjoy working from home, providing phone-based consultations to veterinary peers across the US and Canada? If so, apply today, and come join our team! We are seeking both US and Canada-based candidates. This position requires a current DVM license and ACVIM (Small Animal Internal Medicine) or equivalent board-certification. Fluency in English and French is a plus.
Consultative Responsibilities
Primary job responsibility is live phone consultation.
Responsible for knowing proper specimen handling techniques for laboratory specimens for lab processing and interferences in the sample that may affect the test results.
Responsible for knowing tests offered by IDEXX Reference Laboratories, specimen requirements for each of these tests, clinical utility of each test and how to interpret results.
Familiar with in-house diagnostic (IHD) tests offered by IDEXX (i.e., SNAP tests, VetTest, CatalystDX, Lasercyte, ProCyte, etc).
Expected to meet caseload and turnaround expectations, and to be accessible for client consultations during regular working hours.
Expected to maintain proficiency and continually develop medical knowledge base by attending at least one continuing education meeting per year and maintaining familiarity with current literature.
Expected to maintain active Diplomate status and State/Provincial Veterinary Licensure.
Required to participate in scheduled consulting service meetings via teleconference; and to participate in other IDEXX educational or organizational meetings as they arise.
Schedule
We are hiring full-time (5 days, 40 hours a week)
Consultation service hours are Monday through Friday, 8am - 9pm EST, and Saturday 8:30 - 5 pm EST. A full-time Internal Medicine Consultant will work 5 days a week, 8-hour shifts within that time frame; scheduling flexibility is preferred.
Saturday duties will be scheduled (typically 1 per month). You will receive a rotation day off during the week during a week where a Saturday shift is scheduled.
Call Tracking
Enter consultation information into the Customer Relationship Management System software per expectations.
Virtual Work Environment Requirements:
Dedicated quiet office space
High speed internet service with minimum speeds of 30 Mb/s download and 5 Mb/s upload with hardwire access.
Training
Onboarding training will be completed virtually. Potential need to travel to Westbrook, ME for in person training events should they occur
May be required to travel to a Reference Laboratory to become familiar with aspects of a commercial laboratory.
Additional training on IHD products, reference lab diagnostics, and specialty tests offered by IDEXX will be provided as materials become available.
Our Mission
We're proud of the work we do, because our work matters. Every role at IDEXX contributes to enhancing the health and well-being of pets, people, and livestock. With over 10,000 global team members, customers in over 175 countries, and a fast-growing industry - we're always looking for motivated and inspiring people to join us.
A significant portion of our growth is happening all across Europe and with growth comes opportunity! We offer competitive compensation, incentives, and benefits. Our company culture is built on our unified commitment to our mission and our offices are rich with a diversity of languages, cultures, and ways of working.
Have we piqued your interest and are ready to learn more? Apply today so that we can connect with you.
IDEXX values a diverse workforce and workplace and strongly encourages women, people of color, LGBT individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
IDEXX is an equal opportunity employer. Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition, or any protected category prohibited by local, state, or federal laws.
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