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Business Technology Consultant remote jobs

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  • Lead Business Analyst(Gen AI/AI/LLM)- Only W2 and Locals for Hybrid work!

    SGS Technologie 3.5company rating

    Remote job

    US Citizens and Green card holders would be considered only W2 for hybrid work. NOTES from hiring manager: role is for local candidates only to work onsite hybrid model min 2 days per week in St Pete at RJF, no fully remote options role has a chance to convert to FTE assuming performance and future budgets project. work is focused on Agentic AI platform and Machine Learning initiatives The BA is more of a true Lead Functional BA but any technical skills are a value add This group does 2 week sprints, need corporate polish with excellent comm skills Duties: Strategic Analysis and Solution Definition Lead business discovery for agentic AI initiatives, translating enterprise objectives into clearly defined product and system requirements. Partner with engineering, data science, and risk teams to ensure each solution aligns with firm priorities, compliance standards, and long-term AI governance frameworks. Define success metrics and measurable outcomes for agentic systems that drive advisor productivity, client intelligence, and firm efficiency. Requirements Management Elicit, document, and refine requirements that span AI reasoning, data integration, knowledge orchestration, and adaptive decision flows. Bridge technical and business contexts - ensuring that the intent, capabilities, and constraints of frameworks such as Strands, CrewAI, LangGraph, and Agent Core are accurately reflected in user stories and acceptance criteria. Manage change control for rapidly evolving agentic capabilities, balancing agility with traceability and compliance. Stakeholder Alignment and Communication Act as the primary interface between business leaders, developers, and governance teams to maintain a shared understanding of priorities, tradeoffs, and dependencies. Translate complex AI and engineering concepts into concise, business-relevant narratives for executives and non-technical audiences. Facilitate workshops, design reviews, and model demonstrations to ensure feedback loops are fast and informed. Governance and Risk Integration Partner with Compliance, Data Governance, and Enterprise Architecture to embed ethical, auditable, and transparent AI operations throughout solution design. Ensure agentic AI initiatives align with data residency, privacy, and supervisory regulations applicable to financial services. Operational Excellence and Delivery Drive the full delivery lifecycle - from concept through deployment - maintaining clear documentation, prioritization, and validation processes. Support testing, model validation, and release readiness activities by providing context, user scenarios, and performance benchmarks. Continuously refine business processes and operating models to leverage the adaptive nature of agentic systems. Skills Technical and Analytical Proficiency Strong understanding of AI/ML concepts, particularly agentic and LLM-based architectures. Familiarity with AWS cloud environments, data pipelines, and API-driven ecosystems. Ability to interpret and validate outputs from frameworks such as Strands, CrewAI, LangGraph, and Agent Core in collaboration with engineers. Experience working with structured and unstructured data, embeddings, and retrieval systems to support intelligent automation. Business and Strategic Insight Deep expertise in requirements analysis, process optimization, and value mapping across enterprise systems. Strong ability to quantify business impact, model ROI, and articulate how AI systems drive competitive advantage. Understanding of financial services operations, risk management, and compliance implications in production AI environments. Leadership and Collaboration Proven success leading multi-disciplinary teams across data, engineering, and governance functions. Skilled in translating ambiguity into structure and clarity; comfortable operating at the intersection of innovation and regulation. Exceptional written and verbal communicator capable of aligning senior stakeholders around transformative AI initiatives. Mindset and Behavior Analytical precision, bias for execution, and intellectual curiosity about AI's evolving role in business decision-making. Integrity-driven; consistently aligns actions with client outcomes and firm values. Embraces iterative learning and continuous improvement in both systems and self. Education Bachelor's degree in Information Systems, Computer Science, a related field or equivalent experience. 5+ years of experience in business analysis, product ownership, or AI/technology-driven transformation-ideally within financial services or a regulated enterprise.
    $73k-92k yearly est. 1d ago
  • IT Business Analyst I

    MUFG Capital Analytics 3.5company rating

    Remote job

    Title: IT Business Analyst I ) About MUFG Investor Services: MUFG Investor Services is part of Mitsubishi UFJ Financial Group - one of the world's largest financial institutions. We provide comprehensive fund administration, reporting, and transaction management services for alternative assets with a focus on Private Equity investments including fund-of-funds, secondary funds, and co-investments. At MUFG Investor Services, we foster a dynamic and supportive work environment where employees can build long-term careers. We offer competitive compensation, professional development support-including certification reimbursement - flexible work arrangements, and opportunities to give back through community service initiatives. We celebrate our employees' successes, believing that empowered individuals drive organizational excellence. If you're passionate about your work and looking to grow with a purpose-driven team, we'd love to hear from you. Job Description: MUFG is seeking an IT Business Analyst I to support dynamic initiatives within its Private Equity business. This is a remote role focused on analyzing financial processes, defining technology requirements, and partnering with agile teams to deliver impactful solutions. The position involves cross-functional collaboration across business and technology groups. Depending on project needs, responsibilities may span both business analysis and delivery management, offering a unique opportunity to contribute to end-to-end solution delivery. Essential Functions: Translate financial and accounting requirements into actionable software specifications. Conduct user interviews to identify process improvement opportunities and document current (“As-Is”) and future (“To-Be”) workflows. Troubleshoot issues in eFront FrontInvest and provide backup support for system administration. Create and maintain documentation including meeting notes, knowledge articles, and business communications. Build strong relationships with internal and external stakeholders to drive positive change. Write and manage user stories and backlog items in Team Foundation Server. Serve as the Agile Team's Scrum Master for assigned initiatives. Support prioritization decisions and manage execution of prioritized work. Collaborate with users to develop and execute test cases during system integration testing. Deliver demos of completed enhancements to end users. Work closely with developers to clarify requirements and ensure business needs are met. Ensure adherence to SDLC and Change Management processes; conduct internal audits for compliance. Act as a flexible team member, taking on overflow or backfill tasks as needed. Monitor team performance, generate reports, and lead corrective actions. Help remove obstacles that hinder team progress. Requirements: Bachelor's degree in Technology or Business Information Systems 3-5 years of experience as a Business Analyst or Business Operations Manager. Strong background in requirements gathering, testing, issue tracking, and leading technical deliveries Strong understanding of accounting/finance systems and translating business needs into software requirements Proven ability to work independently and troubleshoot technical issues Technical troubleshooting and problem solving Experience in Private Equity. Proficient in advanced Excel, PowerPoint, Word and Visio Excellent written and verbal communication skills. Self-motivated, customer-focused, and adaptable to remote work environments
    $74k-101k yearly est. 5d ago
  • Netsuite Consultant - NYC, NY (Hybrid)

    A-1 Consulting Inc., Atlanta, Ga

    Remote job

    Hi Everyone, Greetings !!!! Please find the below and Let me know if you are interested. Role: Netsuite Consultant Job Description: ● Senior NetSuite specialist with 7+ years of hands-on implementation experience ● Administer and configure NetSuite, including maintenance of users, roles and permissions ● Implement workflow solutions using NetSuite Workflow Manager (Suite Flow), Suite lets, User Event scripts, Client scripts, scheduled scripts ● Design & Build custom searches, reports, and objects within NetSuite and creation of client specific configuration bundles. ● Implement BI dashboards and KPIs in NetSuite ● Produce documentation, perform user training and post go-live support ● Translate business requirements into technical design documents by capturing workflows, technical use cases, data flow diagrams and NetSuite configurations. ● Perform Imports and exports to add/update data in NetSuite ● Familiarity with the AR and NSPB (Planning and Budgeting) modules is a Plus ● Familiarity with Netsuite Data integrations using Boomi ETL is a plus
    $74k-102k yearly est. 4d ago
  • Remote Management Consultants - AI Trainer ($90-$200 per hour)

    Mercor

    Remote job

    Mercor is recruiting **management consultants** as independent contractors working on a research project **for one of the world's top AI companies. ** This project involves using your analytical skills as a management consultant to review and edit tasks written by people from a large range of other occupations; so you will serve a reviewer function, rather than making your own tasks. The tasks you will be editing will not be management consulting tasks - we've just found that management consultants are often highly effective reviewers!Applicants must: - Have **2+ years full-time work experience** as a management consultant; and - **Be based in the US, UK, or Canada** Here are more details about the role: - We aim to make **the hourly compensation rate offered to you competitive based on your professional background and geographic location** (please note that the listed hourly compensation scale is for U. S. -based applicants and that that scale will differ depending on where a candidate is geographically based) - The work is **fully asynchronous** and can be done around your schedule - This project requires that you be able to commit a **minimum of 15 hours per week** - We currently **estimate that this project will last through the end of 2025 and quite possibly longer**. Please note that this estimate is subject to change - but if this listing is still up, then that means that the project is still running! - Please note you will need access to a desktop or laptop computer for this project and that we **cannot accept applicants who use chromebook computers** With respect to pay and legal status: - **We can meet industry-standard compensation expectations for your current role** - We will pay you out weekly via Stripe Connect based on the number of project work hours that you log - You will be classified as an “at-will” contractor to Mercor - Please note that we **cannot currently support H1-B or STEM OPT status candidates**
    $65k-96k yearly est. 60d+ ago
  • HubSpot Consultant - RevOps & Technical Strategy (US-Remote)

    Process Pro Consulting

    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.)
    $85k-100k yearly 4d ago
  • Microsoft Entra ID Consultant

    Vertex Elite LLC 4.7company rating

    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 | ********************
    $63k-102k yearly est. 3d ago
  • Core Business Operations Senior Consultant, Value Creation

    Sales Director, Onevista In Remote

    Remote job

    We are seeking an experienced back-office operator or consultant with deep exposure to B2B SaaS workflows-particularly in deal desk enablement, lead-to-cash (L2C) transformation, and contract lifecycle management to join Vista's Value Creation Team (VCT) in the Core Business Operations (CBO) Practice. Vista's Core Business Operations Team serves as a trusted advisor to portfolio company leaders to drive execution across strategic initiatives focused on back-office excellence, particularly in renewal process optimization, contract lifecycle improvements, and deal desk enablement. A significant focus is accelerating AI adoption in the back office including tooling research and evaluations, use case ideation, and sharing lessons learned across the portfolio. You will contribute to both pre-investment business diligence (assessing market-leading software businesses) and post-investment transformation (working directly with portfolio leaders to unlock enterprise value). This role is based in Austin, TX or remote locations and is available for an immediate start. Responsibilities As a Senior Consultant on the team, you will: Work closely with VCT colleagues, investment team members, and portfolio company executives to build and execute on value creation plans, including implementation of Vista's CBO best practices. Support Vista's investment teams in conducting business diligence. Develop insights and recommendations on Revenue Quality maturity, efficiency, and improvement opportunities. Evaluate and implement deal desk policies in Salesforce or other CRM systems. Conduct contract analysis using AI tools and translate findings into renewal, pricing, and risk strategies. Manage workstreams, coordinate stakeholders, and ensure timely, high-quality deliverables. Contribute to continuous improvement of Vista's value creation methodologies and best practices. Qualifications 4-6 years of professional experience in management consulting or B2B SaaS environments-ideally in RevOps, LegalOps, or L2C-related operations. Experience with commercial due diligence a plus (but not required). Demonstrates the ability to foster teamwork while working on projects and ability to work independently with little supervision when needed. Strong analytical skills, with the ability to interpret data and translate insights into clear, actionable strategies. Demonstrated ability to execute in a fast-paced, dynamic environment with multiple engagements and shifting priorities. Exceptional communication and interpersonal skills, capable of influencing and building consensus among diverse stakeholders. Business acumen and familiarity with B2B SaaS lead to cash and back-office processes. High emotional intelligence, adaptability, and intellectual curiosity. Experience with Salesforce or CLM tools strongly preferred. Familiarity with AI tools (e.g., ChatGPT, Claude). Willingness to travel up to 25% of time. The annualized base pay range for this role is expected to be between $130,000 - $150,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package. Company Overview Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. The focus of Vista's Value Creation Team is to accelerate the corporate maturity of its companies - building software businesses that excel in product superiority and operational efficiency. Their collective counsel and resources allow companies to unlock opportunity, scale their business and grow sustainably to deliver value to all stakeholders. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn @Vista Equity Partners or X @Vista_Equity.
    $130k-150k yearly Auto-Apply 29d ago
  • Principal Business Analyst - Enterprise Automation

    Mayo Clinic 4.8company rating

    Remote job

    Enterprise Automation at Mayo Clinic has an exciting opportunity for a Principal Business Analyst (PBA) to join the growing team. This position serves as lead in the planning and execution of overarching business analysis endeavors. Has broad understanding and vision for future with ability to influence and execute strategy. The Principal Business Analyst will demonstrate agility in working with rapidly developing project scope and plan. The PBA synthesizes and drives solutions between operations, work units, suppliers and technical area. Provides direction, coaching, training, and mentorship for team members and colleagues, as appropriate, in alignment with the project, program, or organizational structure. Responsible for the development of the business analysis approach. Takes a data-driven approach to reach decisions that support and advance business objectives. Ensures the developed solutions satisfy the stated requirements and business objectives. Develops strategic partnerships with internal and external business entities to develop a solid knowledge base of the business, including the strategic plan, deliverables, processes, and financial impacts. Leads or participates in the research and consolidation of information to identify and recommend potential business and organizational relationships and partnerships. Applies a strong knowledge base of relevant systems/applications as it relates to workflow, process, and problem resolution and recommends improvements. Researches and analyzes operational procedures and methods and recommends changes for improvement in efficiency and effectiveness. Stays current on knowledge, practices and trends in the industry that directly affect the business. May require matrix supervision and evaluation of staff from other departments and divisions, including external contractual partnerships. May have direct and indirect reports, and be in a position to employ and guide the business analysis staff in a goal-orientated manner within projects. During the selection process you may participate in an OnDemand (pre-recorded) screening, that you may complete at your convenience. During the OnDemand screening, a question will appear on your screen. You will have time to consider each question before responding. You will have the opportunity to re-record your answer to each question - Mayo Clinic will only see the final recording. The complete interview will be reviewed by the hiring team and you will be notified of next steps. Bachelor's and 9 years experience in business analysis, business administration, engineering, information science, health or science-related field OR Master degree and 7 years' experience in business analysis, business administration, engineering, information science, health or science-related field. CBAP Certified Business Analysis Professional, CCBA Certification of Competency in Business Analysis, or PMI-PBA Professional in Business Analysis preferred.
    $130k-177k yearly est. Auto-Apply 3d ago
  • High-Income Side Gig for Business-Minded Professionals (Remote)

    J3 Owens Group

    Remote job

    Part-Time Remote Opportunity | Daily Pay | No Cold Calling Over 60% of professionals are adding a side income stream. If you're exploring a part-time, flexible opportunity that rewards motivation and business-minded thinking, this may be the right fit. We're looking for driven, self-directed individuals who can follow a proven system and support clients who have already requested information . This is a remote, flexible, part-time role with strong earning potential. What You'll Do Work remotely from your home office Connect with clients who requested assistance (no cold calling) Provide guidance on mortgage protection, final expense and basic financial solutions Create your own schedule and build part-time income at your pace What We Provide Daily pay directly from top-rated carriers Free, comprehensive training and support Warm lead program-no prospecting or cold calling A proven system designed for quick ramp-up and long-term growth Requirements Life insurance license (or willingness to obtain one - we will help you) Coachable, motivated, and able to follow a simple, repeatable system 1099, 100% commission structure About the Work You'll help families protect their homes and finances from life's biggest risks, including death and critical illnesses such as cancer, heart attack, or stroke. This role is ideal for professionals seeking meaningful part-time income, career flexibility, and personal growth.
    $71k-103k yearly est. 20d ago
  • Principal Process and Business Analyst

    Technology Credit Union 3.8company rating

    Remote job

    The Principal Process and Business Analyst plays a critical role in shaping Technology Credit Union's (Tech CU) enterprise approach to process optimization, knowledge management, business requirements, and user acceptance testing governance. This role serves as the functional owner for Tech CU's process catalog and knowledge management strategy, ensuring that Tech CU's people, processes, systems, and data are aligned to deliver efficient, member-centric services. The incumbent acts as a bridge between business stakeholders, technical teams, and vendors, and helps shape solutions that improve operational performance, enhance knowledge sharing, and create a culture of continuous learning and innovation. Responsibilities Essential Duties Enterprise Knowledge Management (KM) Maintains and enhances the enterprise process catalog in partnership with the lines of business and the enterprise risk management team. Participates in KM Strategy discussions, vendor evaluations, RFP processes, and contract negotiations including providing requirements and evaluation criteria. Designs, implements, and maintains a KM framework that captures, organizes, and makes business policies, procedures, job aids, FAQs, and best practices are centrally available, well-maintained, and consistently adopted. Partners with IT and vendor teams to integrate KM systems with chatbots, member self-service portals, and employee tools, ensuring a seamless experience across channels. Establishes governance for KM content lifecycle (creation, approval, versioning, archiving) and drives adoption across departments. Defines and tracks KM KPIs (usage, adoption, accuracy, and impact on member/employee efficiency). Business Analysis & Requirements Governance Contributes to the business requirements lifecycle, establishing enterprise standards for elicitation, documentation, traceability, and sign-off. Oversees requirements for assigned projects, ensuring alignment with enterprise goals, business owner needs, and agile project management frameworks. Serves as the enterprise liaison between business stakeholders, IT, and vendors, ensuring requirements translate into effective solutions. Governs and maintains Tech CU's repository of business requirements, UAT artifacts, and process documentation. User Acceptance Testing (UAT) Oversight Participates in defining Tech CU's UAT governance framework and measure its effectiveness, including test planning, script creation, execution oversight, defect triage, and sign-off. Owns the UAT for assigned projects. Process Optimization & Continuous Improvement Applies methodologies such as Lean, Six Sigma, and value stream mapping to identify inefficiencies, streamline workflows, and improve member and employee experiences. Program-manages company-wide process improvement opportunities and related efforts. Supports business units in defining process KPIs, measuring outcomes, and embedding continuous improvement practices into daily operations. Work Schedule Full-time; typically, 40+ hours/week Flexible within core business hours, Pacific Time, M-F Occasional extended early morning or late evening hours, and weekends, typically with advance notice Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate and Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: B.S. Degree in Business, Project Management, MIS, Computer Science, or related area (or equivalent experience). Experience: 8+ years in business analysis, knowledge management, or process improvement roles. 5+ years designing and implementing knowledge management frameworks or platforms. 5+ years leading requirements management and UAT governance across complex projects. 3+ years applying process improvement methodologies, such as Lean, Six Sigma, DMAIC (Define, Measure, Analyze, Improve, Control), and value stream mapping. Familiarity with financial institution operations and systems is strongly preferred. Knowledge/Skills/Abilities: Advanced expertise in knowledge management frameworks and content governance models. Strong business analysis and process modeling skills; able to translate complex needs into actionable solutions. Advanced facilitation, communication, and presentation skills across all organizational levels. Strong proficiency with Business Analysis (BA) and UAT tools (JIRA, Confluence, ALM, SharePoint, KM platforms). Solid familiarity with change management methodologies, such as ADKAR (Awareness, Desire, Knowledge, Action, Reinforcement) and Kotter, to drive adoption. Strong analytical skills to measure process impact and knowledge usage. Comfortable managing vendors, platforms, and external consultants. Strong knowledge of SDLC (Software Development Life Cycle) and agile practices to align process and knowledge requirements with development cycles. Strong analytical skills to quantify process impacts and measure knowledge usage. Solid ability to coach and mentor colleagues on process improvement and knowledge management best practices. Licensing/Certifications: Lean Six Sigma certification (Green or Black Belt preferred). Knowledge Management or Process Excellence certifications (e.g., APQC, AIIM) a plus. CBAP, PMI-PBA, or ISTQB certification a plus. Travel: May be required to periodically attend offsite training, meetings or events, typically with advance notice. Typical Working Conditions: Office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Typical office environment with frequent sitting, walking and standing. Ability to sit ~85% of the day. Ability to keyboard and read computer screen for ~65% of the time during which one is seated. Ability to work 40 hours per week with some weeks requiring extra hours, including weekends and evenings, to complete projects (if required). EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 108 Salary Range: minimum-$132,000, midpoint-$160,000, maximum-$188,000 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 15% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations
    $132k-188k yearly Auto-Apply 8d ago
  • Business Central D365 Technical Consultant

    Needlefinder Recruiting

    Remote job

    Our client is an end-to-end ERP company implementing Microsoft Dynamics 365 Business Central (Navision) in retail and manufacturing. They are looking for a Technical Consultant to add to their growing team who can self-manage and enjoys the flexibility to work remotely. They have grown an impressive client base, the best in class in this industry, and are using our ERP to help manage their data and provide workspace solutions for their staff. Their fully integrated solution includes modules for Inventory Management, Manufacturing, POS, CRM, Financing/AR, Vendor Management, Accounting, and more. The Technical Consultant role works in the consulting team and reports to the management team. The role supports the implementation and support of clients with development, consulting services, and general relationship management. This person will be assigned 3-5 clients to manage ongoing relationships and work through tasks and small projects that fall within the greater backlog of support tasks. Work can be as simple as updating printing layouts to as complex as managing integration with third-party services (EComm, Marketing, etc.) This is a remote role; however, the candidate must live in the US. Eastern time zone working hours are preferred. Technical Requirements Strong understanding and hands-on experience with Microsoft Dynamics Business Central (BC) or NAV, including implementation, customization, and support. Ability to develop, modify, and troubleshoot code in AL and C/AL programming languages. Competence in using Visual Studio for coding and debugging Strong working knowledge of SQL Server, including database management, queries, and optimization to support Dynamics NAV/BC implementations. Soft Skills: Ability to produce clear, detailed, and accurate technical documentation, including system specifications, user guides, and process workflows. Demonstrates patience and persistence when dealing with complex problems or challenging situations, especially when working with clients or team members. Strong communication skills, with the ability to effectively engage with clients, understand their requirements, and translate them into actionable deliverables. Nice to Haves Background in Luxury Retail, Manufacturing, or POS Understanding of networking, including Print servers, security, etc. Exposure to BC 2023. Development of extensions and customizations in Dynamics BC/NAV. Understanding of CRM Module within BC Benefits Health Reimbursement 401k with competitive Match Flexible PTO Remote work In-person company training and team meetings throughout the year Annual Bonus Laidback company culture Professional development assistance
    $78k-110k yearly est. 60d+ ago
  • Business Automation Consultant

    Marco 4.5company rating

    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 *************************
    $107.7k-172.3k yearly 1d ago
  • Technology Business Consultant Senior NextGen Banking, Modern Banking Platform Implementations (NGB MBP Implementations)

    Dev 4.2company rating

    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
    $39k-72k yearly est. 60d+ ago
  • Principal Business Analyst - Enterprise Automation

    Mayo Healthcare 4.0company rating

    Remote job

    Enterprise Automation at Mayo Clinic has an exciting opportunity for a Principal Business Analyst (PBA) to join the growing team. This position serves as lead in the planning and execution of overarching business analysis endeavors. Has broad understanding and vision for future with ability to influence and execute strategy. The Principal Business Analyst will demonstrate agility in working with rapidly developing project scope and plan. The PBA synthesizes and drives solutions between operations, work units, suppliers and technical area. Provides direction, coaching, training, and mentorship for team members and colleagues, as appropriate, in alignment with the project, program, or organizational structure. Responsible for the development of the business analysis approach. Takes a data-driven approach to reach decisions that support and advance business objectives. Ensures the developed solutions satisfy the stated requirements and business objectives. Develops strategic partnerships with internal and external business entities to develop a solid knowledge base of the business, including the strategic plan, deliverables, processes, and financial impacts. Leads or participates in the research and consolidation of information to identify and recommend potential business and organizational relationships and partnerships. Applies a strong knowledge base of relevant systems/applications as it relates to workflow, process, and problem resolution and recommends improvements. Researches and analyzes operational procedures and methods and recommends changes for improvement in efficiency and effectiveness. Stays current on knowledge, practices and trends in the industry that directly affect the business. May require matrix supervision and evaluation of staff from other departments and divisions, including external contractual partnerships. May have direct and indirect reports, and be in a position to employ and guide the business analysis staff in a goal-orientated manner within projects. During the selection process you may participate in an OnDemand (pre-recorded) screening, that you may complete at your convenience. During the OnDemand screening, a question will appear on your screen. You will have time to consider each question before responding. You will have the opportunity to re-record your answer to each question - Mayo Clinic will only see the final recording. The complete interview will be reviewed by the hiring team and you will be notified of next steps. Bachelor's and 9 years experience in business analysis, business administration, engineering, information science, health or science-related field OR Master degree and 7 years' experience in business analysis, business administration, engineering, information science, health or science-related field. CBAP Certified Business Analysis Professional, CCBA Certification of Competency in Business Analysis, or PMI-PBA Professional in Business Analysis preferred.
    $75k-98k yearly est. Auto-Apply 3d ago
  • Franchise Business Consultant

    Empower Brands 4.3company rating

    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
    $65k-91k yearly est. Auto-Apply 6d ago
  • Associate Principal Consultant -- Business Analyst

    Nagarro 3.9company rating

    Remote job

    We are a Digital Product Engineering company that is scaling in a big way! We build products, services, and experiences that inspire, excite, and delight. We work at scale - across all devices and digital mediums, and our people exist everywhere in the world (18000+ experts across 26 countries, to be exact). Our work culture is dynamic and non-hierarchical. We are looking for great new colleagues. That is where you come in! Must have skills : Requirements Analysis, Requirements Development, Wireframing Job Description : Analyze business processes/workflows to identify business objectives and requirements. Facilitates activities and workshops to identify, analyze, and document business, product, and process requirements, including but not limited to business requirements documentation (functional, non-functional, user), use case scenarios, process flows, and UAT test scenarios/scripts. Ensure business requirements and changes to the requirements are captured and documented throughout the Project Management Lifecycle. Communicate requirements to various stakeholders, including but not limited to, development team members, quality assurance team members and other stakeholders as needed. Itemize and communicate assumptions, constraints, risks, and/or issues to stakeholders, as identified in the analysis process. Communicate project task/activity milestones to Project Managers and project teams. Prepare detailed functional specifications for development activities, including reports, interfaces, conversions, enhancements, and forms. Participate in technical and business process issue tracking, management, and resolution. Escalates gaps or issues to Product Owner and Project Manager Leads and defines the UAT Testing strategy, activities, and timeline in conjunction with the Product Owner and project team Demonstrates strong analytical, problem solving and multi-tasking skills. Demonstrates oral, written, and interpersonal communication skills Demonstrates ability to express complex technical concepts in business terms Demonstrates ability to work independently, but also perform as a team player Demonstrates strong customer service attitude and ambition to maintain consistently high levels of customer service Demonstrates ability to identify, develop and initiate innovations and solutions where precedents and procedures may not exist. Demonstrates ability to work effectively on cross-functional project teams to solve problems and implement changes Demonstrates strategic viewpoint, with a clear understanding of the goals and objectives.
    $95k-122k yearly est. 12h ago
  • Financial Planning Business Consultant

    Northwestern Mutual 4.5company rating

    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.
    $76.7k-142.4k yearly Auto-Apply 4d ago
  • Business Consultant - Remote

    NRG Energy, Inc. 4.9company rating

    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.
    $48.3k-79.7k yearly 27d ago
  • Consulting Associate (Remote)

    M3 Usa 4.5company rating

    Remote job

    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. Due to our continued growth, we are hiring for a Consulting Associate with Michael Allen Company! About the Business Unit: Michael Allen Company is a Healthcare management consulting firm located in Darien, CT dedicated to helping clients accelerate growth by improving market and customer insight. The firm has a forty-year track record of helping clients achieve profitable growth, bringing unique analytic capabilities, experienced Consultants, and a customized effort to each engagement. Areas of specialization include pipeline product planning and growth management, marketing and sales effectiveness, resource allocation, and growth strategy development for global healthcare firms. The firm enjoys distinguished industry presence in traditional pharmaceutical companies, biotech firms and medical product manufacturers. By leveraging abundant data that is available in this industry, MAC Consultants work towards finding innovative commercial strategies that maximize the efficiency of the resources and effectiveness of the efforts used for products and services that enhance/extend/save lives Conduct in-depth analysis of real-world data, industry reports, and healthcare databases to generate actionable insights through secondary market research, supplemented by primary research when needed, to deliver strategic recommendations to life sciences clients. Create and present high-quality client deliverables, including research tools, interim analyses, and final reports or presentations, ensuring alignment with client objectives and expectations. Oversee and manage multiple concurrent projects, maintaining effective communication and collaboration across internal teams and client stakeholders to ensure smooth execution and timely delivery. Duties and Responsibilities: Drive project execution by translating client problem statements into structured analytical approaches, designing tailored analysis frameworks, and coordinating internal meetings to communicate findings and progress. Act as the primary client liaison, managing communication and addressing concerns or issues throughout the engagement to ensure high client satisfaction. Stay current with industry trends and best practices in healthcare analytics, integrating relevant innovations and methodologies into project work and service offerings. Qualifications Education and Training Required: Master's degree in biostatistics, statistics, epidemiology, economics, mathematics, engineering, operations research, health informatics or a related field from an elite institution with a strong academic record; at least two years of relevant and progressively responsible work experience as a quantitative analyst, using varied procedures and problem-solving methodologies in a healthcare professional services firm, healthcare sciences product company or related organization Minimum Experience: Minimum of two years of hands-on experience in global market research, with a strong and demonstrable focus on secondary market analytics. Experience must include working with large healthcare datasets, applying statistical analysis, and generating actionable insights. In addition, exposure to primary research activities such as survey design, programming and testing, sample stratification, qualitative interviewing, data validation, and the development of weighting or projection methodologies - is a strong plus but not required. Direct experience with statistical and programming tools, including SQL, SPSS, R, SAS, or Python, applied in professional or academic settings for data analysis and modeling. Knowledge, Skill, Ability: Participation in projects for drug development, business commercialization and brand marketing processes in biopharmaceutical industry Additional Information A career opportunity with MAC 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 Days *M3 reserves the right to change this job description to meet the business needs of the organization #LI-JM1 #LI-Remote
    $64k-89k yearly est. 12h ago
  • Resource Solutions - Project Consultant

    UHY 4.7company rating

    Remote job

    JOB SUMMARYAs a Resource Solutions - Project Consultant, you will leverage your expertise to drive mission-critical accounting and finance projects for mid-market to large-size clients. As an experienced professional, you'll address complex challenges across diverse industries Ideal Candidate Profile Self-starter who thrives in dynamic environments Quickly assesses situations and develops effective solutions Works independently while collaborating with client teams Example Responsibilities and types of engagements Serve as Interim Controller, overseeing financial operations Manage accounting functions, transactions, and month-end closings Prepare and analyze financial statements, budgets, and forecasts Implement and monitor internal controls for regulatory compliance Lead special projects (e.g., system transitions, audit preparations, M&A financial integrations) Supervisory responsibilities Potential to supervise employees, depending upon client need Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending upon client's needs Required education and experience 10+ years of experience in accounting, finance, or related fields Experience working in complex, multi-entity corporations Exceptional problem-solving skills Strong self-motivation and initiative in ambiguous situations Proficiency in accounting applications (e.g., NetSuite, Oracle, SAP) and data analysis tools Effective communication skills across all organizational levels Ability to pass thorough background checks (criminal, credit, education, certification, references) Preferred education and experience Bachelor's degree in related field or equivalent experience CPA or equivalent certification Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $77k-99k yearly est. Auto-Apply 60d+ ago

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