Senior Account Executive jobs at Cadence Bank - 1081 jobs

Job Category: Accounting Apply now Full-Time Hybrid Bethesda - Rock Spring 410 6500 Rock Spring Drive Suite 410 Bethesda, MD 20817, USA Bethesda - Rock Spring 410 6500 Rock Spring Drive Suite 410 Bethesda, MD 20817, USA Bethesda - Rock Spring 500 6500 Rockspring Drive Suite 500 Bethesda, MD 20817, USA Bethesda - Rock Spring 500 6500 Rockspring Drive Suite 500 Bethesda, MD 20817, USA NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: As an Account Executive in Mid Market segments, you will support consultants in managing client accounts by researching, analyzing, and evaluating medical, dental, life and disability benefits plans and programs for employers. The expectation at this level is that the Account Executive will exercise more independent thinking and be able to complete projects with little guidance from consultants. Often, tasks are time sensitive and the employee may be working under intense deadlines and pressure. Data entry and analysis - assist the consulting team in gathering, organizing, entering and analyzing data using Excel spreadsheets to be used for various client projects. This role also involves an increased focus on analysis of the results and managing portions of projects, including reviewing the work of lower level analysts. Marketing efforts - gather benchmarking, utilization or rate data from the vendors via a Request for Proposal (RFP); interpret the meaning of the data and summarize the responses from the RFP in Excel or PowerPoint format for presentation to the client Plan design consolidation - gather data from the client and current vendors needed for analyzing the impact of a client's consolidation of its healthcare plans; typically involves organizing and summarizing plan design details and costs in Excel for further analysis by the team; responsibilities also include checking data for reasonableness and follow-up with vendors regarding missing or inaccurate data. For experience rated clients - Cost projections and vendor renewal workups - gather data from the client and vendors to populate Excel spreadsheets used for developing cost projections and evaluation of vendor renewal workups; results are used as part of client renewal and budget meetings For experience rated clients - Tracking claims experience - gather data from client and vendors and check for reasonableness using independent judgment; analyze actual versus expected healthcare costs using an Excel template; results are typically sent to clients on a monthly or quarterly basis Understand Health and Benefits products, services and tools - Understand vendor/carrier markets, more advanced underwriting and financial skills, Health & Benefit products, services and technical tools, and intranet resources offered by NFP by participating in training courses, online learning, or through learning from more experienced colleagues. Project management & consulting skills - understand and demonstrate project management and consulting skills such as: Managing the quality and timeliness of client deliverables Helping to develop budgets and billing reports Participating in client calls and meetings as appropriate Delegating to and reviewing project work of more junior colleagues Assisting with the preparation and delivery of clear and concise client-friendly communications. Develop and present benchmarking reports - gather and analyze health benefits data from a national survey administered and published by various sources, input it into a standardized template and compare a client's medical and dental plan information (such as the benefits they offer, rates, contributions) to other companies by industry or geography and present the final report to the client. The analyst will have a discussion with a consultant up front to determine what cuts of the data to make Requirements: BA/BS preferred Three to five years of industry experience required Intermediate to Advanced knowledge of MS Office Tools (Excel, PowerPoint) Excellent interpersonal skills; strong oral and written communication skills. Life & Health License required What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $55,000 - $110,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. Qualifications Skills Behaviors Motivations Education Experience Licenses & Certifications Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

A financial solutions company seeks an Account Executive in Employee Benefits to support consultants in managing client accounts through data analysis and project management. This hybrid role requires three to five years of industry experience, strong knowledge of MS Office, and a Life & Health License. The compensation ranges from $55,000 to $110,000, influenced by factors including experience and location. Join a company recognized for its commitment to a people-first culture and competitive benefits. #J-18808-Ljbffr

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? The Field Account Development Manager sits within a geographical territory and is responsible for the retention and continuous growth of our existing US Small & Medium Enterprise key client relationships, through face-to-face interactions. This entails having overall management of a defined portfolio of key existing accounts, identifying the evolving needs of our clients, ensuring we continue to serve those needs with our array of cash flow and payment solutions, to deepen our relationship with these clients. The key measurements of success for this Manager will be portfolio level account retention and volume growth. This is a field-based role in which in person engagement with the client base through face-to-face interactions is required. Candidates must reside in the Houston, TX territory. Job Responsibilities: Planning (10 - 20% of time): Identify accounts that are not utilizing the full terms and benefits of their AXP commercial products and prioritize those clients, identify top client information and track opportunity development in CRM database Relationship management (10 - 20% of time): Proactively reach out to customers to uncover opportunities, treat the customer until there's a change in customer spend in alignment with growth or retention conversations Develop client specific value proposition, identify key steps (strategy and tactics) to meet short and long-term client objectives Business travel, occasionally overnight, is required with the expectation of 50-80% of time spent in-market with clients Client solution (20 - 30% of time): Use consultative skills to maintain and develop the existing customer relationship and substantially grow charge volume (e.g., onboarding new vendors, expanding existing vendors, adding supplemental cards) Maintain a high level of knowledge about American Express products, processes (Underwriting, Line Increase, Customer Financials, Pricing, Contract), key internal partners (Risk, UWA, PPI) and tools (ONE.force, C360) Negotiate and close (20 - 30% of time): Seek opportunities to up-sell and cross-sell commensurate with the needs of the client Answer customer inquiries and bring in leadership, internal business partners and product specialists as appropriate to support growth opportunities and customers' needs Compliance (100% of time): Ensure all aspects of the American Express Code of Conduct, and our Sales Practices policies, standard, and procedures, are adhered to so that we uphold the highest standards in our interactions with our customers and compliantly meet all regulatory requirements Knowledge, Skills, Attributes, and Experience: Knowledge and Skills Relationship management: Strong customer relationship building skills to follow through and motivate clients to act Consultative selling: Effectively identifies client needs to configure solutions that address client requirements and deliver value Closing: Overcomes objections and resistance to proposed solutions with key client decision makers Influence & persuasion: Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/or services Demonstrating value: Proactively and consistently demonstrates the value of partnering with American Express Results focus: Demonstrates a competitive, positive attitude, quickly adapts to different situations, and recovers from setbacks Market, industry, & product knowledge: Understands at a tactical level market/industry key competitors, challenges, terminology, technology, trends, and regulation Attributes: High learning agility Intellectually curious Collaborative and growth mindset Personal accountability Compliance focused Experience: Bachelor's degree preferred Excellent sales experience, 3 - 5 years minimum Experience partnering with clients across various markets / industries Experience in a highly-regulated industry Salary Range: $69,750.00 to $128,000.00 annually + sales incentive + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** The **Field Account Development Manager** sits within a geographical territory and is responsible for the retention and continuous growth of our existing US Small & Medium Enterprise key client relationships, through face-to-face interactions. This entails having overall management of a defined portfolio of key existing accounts, identifying the evolving needs of our clients, ensuring we continue to serve those needs with our array of cash flow and payment solutions, to deepen our relationship with these clients. The key measurements of success for this Manager will be portfolio level account retention and volume growth. This is a field-based role in which in person engagement with the client base through face-to-face interactions is required. **Candidates must reside in the Houston, TX territory.** **Job Responsibilities:** **Planning** (10 - 20% of time): Identify accounts that are not utilizing the full terms and benefits of their AXP commercial products and prioritize those clients, identify top client information and track opportunity development in CRM database **Relationship management** (10 - 20% of time): Proactively reach out to customers to uncover opportunities, treat the customer until there's a change in customer spend in alignment with growth or retention conversations Develop client specific value proposition, identify key steps (strategy and tactics) to meet short and long-term client objectives Business travel, occasionally overnight, is required with the expectation of 50-80% of time spent in-market with clients **Client solution** (20 - 30% of time): Use consultative skills to maintain and develop the existing customer relationship and substantially grow charge volume (e.g., onboarding new vendors, expanding existing vendors, adding supplemental cards) Maintain a high level of knowledge about American Express products, processes (Underwriting, Line Increase, Customer Financials, Pricing, Contract), key internal partners (Risk, UWA, PPI) and tools (ONE.force, C360) **Negotiate and close** (20 - 30% of time): Seek opportunities to up-sell and cross-sell commensurate with the needs of the client Answer customer inquiries and bring in leadership, internal business partners and product specialists as appropriate to support growth opportunities and customers' needs **Compliance** (100% of time): Ensure all aspects of the American Express Code of Conduct, and our Sales Practices policies, standard, and procedures, are adhered to so that we uphold the highest standards in our interactions with our customers and compliantly meet all regulatory requirements **Knowledge, Skills, Attributes, and Experience:** **Knowledge and Skills** **Relationship management:** Strong customer relationship building skills to follow through and motivate clients to act **Consultative selling:** Effectively identifies client needs to configure solutions that address client requirements and deliver value **Closing:** Overcomes objections and resistance to proposed solutions with key client decision makers **Influence & persuasion:** Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/or services **Demonstrating value:** Proactively and consistently demonstrates the value of partnering with American Express **Results focus:** Demonstrates a competitive, positive attitude, quickly adapts to different situations, and recovers from setbacks **Market, industry, & product knowledge:** Understands at a tactical level market/industry key competitors, challenges, terminology, technology, trends, and regulation **Attributes:** High learning agility Intellectually curious Collaborative and growth mindset Personal accountability Compliance focused **Experience:** Bachelor's degree preferred Excellent sales experience, 3 - 5 years minimum Experience partnering with clients across various markets / industries Experience in a highly-regulated industry **Qualifications** Salary Range: $69,750.00 to $128,000.00 annually sales incentive benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** US-Texas-Houston **Schedule** Full-time **Req ID:** 26000557

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One. As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other. Job DescriptionThe Client Account Manager/Executive is the strategic face of Payment Services to the client, representing multiple business channels. They are responsible for the overall management of a book of accounts, including maintenance, growth, increased profitability, strategic direction, overall client satisfaction, and contract renewals. Consults with clients through data analysis, industry education, presentation of performance results and recommending action to improve performance. Is the escalation point for both internal and external client issues.Must be located in Knoxville TN, Atlanta Georgia or Denver Colorado. Will be in office 3 days out of week. Basic Qualifications - Bachelor's degree in Business or Finance, or equivalent work experience - Typically eight to 10 years of client management experience in the payments industry Preferred Skills/Experience - Strong contract negotiation, account management and project management skills - Working knowledge of ROI and P&L calculations - Strong problem-solving and negotiation skills - Ability to manage multiple tasks/projects and deadlines simultaneously - Ability to identify and resolve exceptions and to interpret data - Proven customer service/relations skills - Proficient computer navigation skills using a variety of software packages including Microsoft Office applications - Strong presentation, interpersonal, verbal and written communication skills - Travel is typically required 40%-50% of work time If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $94,010.00 - $110,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions goals. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required Negotiates leveraging customized proving models with clients to close business Works with internal partners to ensure successful implementation, product ramp-up Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required qualifications, capabilities and skills Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply Ability to balance needs of clients with associated risks and interests of the firm. Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience in business to business sales or relationship management role or at least 5 years with related business development experience Bilingual Spanish and English

You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team. As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client Acquire deep knowledge of company's products and pricing to facilitate sales efforts Negotiate with clients to price products and services competitively while generating revenue Maintain sales records and prepare sales reports as required Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions Develop a vertical market expertise and become industry expert Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations Required qualifications, capabilities and skills Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment Demonstrate critical thinking and problem solving skills Demonstrate ability to build positive interpersonal relationships with business owners Demonstrate ability to prioritize and focus on multiple initiatives Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products Travel to clients and/or attend Trade-shows Preferred qualifications, capabilities, and skills Bachelor's degree Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry

You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions goals. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required Negotiates leveraging customized proving models with clients to close business Works with internal partners to ensure successful implementation, product ramp-up Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required qualifications, capabilities and skills Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply Ability to balance needs of clients with associated risks and interests of the firm. Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience in business to business sales or relationship management role or at least 5 years with related business development experience Bilingual Spanish and English JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients. Responsibilities: • Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements • Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility • Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients • Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration • Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience • Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits Required Qualifications: • 10 plus years of commercial credit or wealth management credit experience • Strong oral and written communication skills • Effectively present to Merrill leadership and advisors around Custom Credit • Strong credit skills (commercial / UHNW) • Organized and can handle/prioritize several transactions at the same time • Ability to work well with with underwriting, risk, and other business partners • Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures • Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc. • Manage ongoing loan portfolio (reporting, covenants, etc.) Desired Qualifications: • Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans • BS degree / MBA Skills: • Business Development • Loan Structuring • Negotiation • Prospecting • Relationship Building • Active Listening • Business Acumen • Client Management • Customer and Client Focus • Profitability Analysis • Influence • Pipeline Management • Portfolio Management • Problem Solving • Sales Strategy Shift: 1st shift (United States of America) Hours Per Week: 40

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients. Responsibilities: * Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements * Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility * Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients * Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration * Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits Required Qualifications: * 10 plus years of commercial credit or wealth management credit experience * Strong oral and written communication skills * Effectively present to Merrill leadership and advisors around Custom Credit * Strong credit skills (commercial / UHNW) * Organized and can handle/prioritize several transactions at the same time * Ability to work well with with underwriting, risk, and other business partners * Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures * Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc. * Manage ongoing loan portfolio (reporting, covenants, etc.) Desired Qualifications: * Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans * BS degree / MBA Skills: * Business Development * Loan Structuring * Negotiation * Prospecting * Relationship Building * Active Listening * Business Acumen * Client Management * Customer and Client Focus * Profitability Analysis * Influence * Pipeline Management * Portfolio Management * Problem Solving * Sales Strategy Shift: 1st shift (United States of America) Hours Per Week: 40

Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients. **Responsibilities:** - Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements - Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility - Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients - Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration - Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience - Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits **Required Qualifications:** - 10 plus years of commercial credit or wealth management credit experience - Strong oral and written communication skills - Effectively present to Merrill leadership and advisors around Custom Credit - Strong credit skills (commercial / UHNW) - Organized and can handle/prioritize several transactions at the same time - Ability to work well with with underwriting, risk, and other business partners - Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures - Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc. - Manage ongoing loan portfolio (reporting, covenants, etc.) **Desired Qualifications:** - Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans - BS degree / MBA **Skills:** - Business Development - Loan Structuring - Negotiation - Prospecting - Relationship Building - Active Listening - Business Acumen - Client Management - Customer and Client Focus - Profitability Analysis - Influence - Pipeline Management - Portfolio Management - Problem Solving - Sales Strategy **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit *************** We're looking for an Enterprise Account Manager to build and maintain trusted relationships with our largest and most strategic partners. In this role, you'll serve as a key advisor to enterprise accounts across corporate, franchise, and local levels-helping them get the most out of our solutions while ensuring their needs are heard and prioritized within Shift4. You'll manage the full customer lifecycle from order through installation, coordinating internal and external teams to deliver a seamless experience. As a central partner to both our customers and internal teams, you'll collaborate closely with Business Development, Product, and Product Development on complex deployments, new openings, and feature rollouts. You'll act as the primary point of escalation for support, billing, and service questions, while also providing valuable insights through reports and business reviews. This role is ideal for someone with exceptional communication skills, a consultative mindset, and the leadership presence to influence stakeholders at all levels while driving long-term growth with enterprise accounts. Responsibilities Become a trusted advisor for each Enterprise account by maintaining a great relationship with key members at the customer's corporate, franchise, and/or local site. Become an advocate for each Enterprise account within Shift4 to make sure all activities are scheduled and prioritized correctly. Oversee all orders from (Order to Install) managing external and internal resources to ensure each customer order is installed in a timely and accurate manner. Collaborate with Business Development, Product, and Product Development to support prospects and customer solutions with complex deployments. Partner with Business Development to manage and grow each Enterprise Account where possible. Attend weekly calls/meetings for new openings, current projects, Q&A on features/functionality questions Provide an escalation path for site issues/concerns as needed. This may include support issues, billing questions, equipment/warranty questions, etc. Provide reports as requested to include case statistics, support statistics, user access, etc. Liaison with business development concerning enterprise account challenges, opportunities, corporate structure changes, initiatives. Conduct business review as requested. Provide agenda, deck, call orchestration. Work with enterprise account vendors as needed for escalations, issues, new feature pilots/testing. Process add on orders as needed for enterprise customers to include change of ownership, change of service, additional equipment, replacement equipment, configuration changes. Provide lead information to BD on upcoming new openings, change of ownerships, etc. where full acquiring opportunities exist. Demonstrates leadership skills and the ability to work in challenging environments. Demonstrates strong communication skills and the ability to target messages to the right levels of an organization. Qualifications Bachelor's degree in Business or Information Technology fields is preferred. Minimum of 5 years Account Management or relevant experience within the Hospitality or Lodging industry. Payments experience and strong understanding of the Payment industry is preferred. Strong understanding of hardware platforms and configuration methods is preferred. Experience in hardware deployment and logistics is a plus. We are looking for individuals that are extremely self-sufficient, available to work flexible hours, & hold themselves to the highest standards of professionalism. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit *************** We're looking for an Enterprise Account Manager to build and maintain trusted relationships with our largest and most strategic partners. In this role, you'll serve as a key advisor to enterprise accounts across corporate, franchise, and local levels-helping them get the most out of our solutions while ensuring their needs are heard and prioritized within Shift4. You'll manage the full customer lifecycle from order through installation, coordinating internal and external teams to deliver a seamless experience. As a central partner to both our customers and internal teams, you'll collaborate closely with Business Development, Product, and Product Development on complex deployments, new openings, and feature rollouts. You'll act as the primary point of escalation for support, billing, and service questions, while also providing valuable insights through reports and business reviews. This role is ideal for someone with exceptional communication skills, a consultative mindset, and the leadership presence to influence stakeholders at all levels while driving long-term growth with enterprise accounts. Responsibilities Become a trusted advisor for each Enterprise account by maintaining a great relationship with key members at the customer's corporate, franchise, and/or local site. Become an advocate for each Enterprise account within Shift4 to make sure all activities are scheduled and prioritized correctly. Oversee all orders from (Order to Install) managing external and internal resources to ensure each customer order is installed in a timely and accurate manner. Collaborate with Business Development, Product, and Product Development to support prospects and customer solutions with complex deployments. Partner with Business Development to manage and grow each Enterprise Account where possible. Attend weekly calls/meetings for new openings, current projects, Q&A on features/functionality questions Provide an escalation path for site issues/concerns as needed. This may include support issues, billing questions, equipment/warranty questions, etc. Provide reports as requested to include case statistics, support statistics, user access, etc. Liaison with business development concerning enterprise account challenges, opportunities, corporate structure changes, initiatives. Conduct business review as requested. Provide agenda, deck, call orchestration. Work with enterprise account vendors as needed for escalations, issues, new feature pilots/testing. Process add on orders as needed for enterprise customers to include change of ownership, change of service, additional equipment, replacement equipment, configuration changes. Provide lead information to BD on upcoming new openings, change of ownerships, etc. where full acquiring opportunities exist. Demonstrates leadership skills and the ability to work in challenging environments. Demonstrates strong communication skills and the ability to target messages to the right levels of an organization. Qualifications Bachelor's degree in Business or Information Technology fields is preferred. Minimum of 5 years Account Management or relevant experience within the Hospitality or Lodging industry. Payments experience and strong understanding of the Payment industry is preferred. Strong understanding of hardware platforms and configuration methods is preferred. Experience in hardware deployment and logistics is a plus. We are looking for individuals that are extremely self-sufficient, available to work flexible hours, & hold themselves to the highest standards of professionalism. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

This is a rare opportunity to Make a Difference in the Lives of thousands of Business Owners, Create More Jobs, Transform Your Local Communities, and Exponentially grow your business acumen while earning a 6-Figure total compensation that includes a competitive base salary. As a nationally recognized CPA and Advisory Firm, we have strategically bolted on the world's most comprehensive and results-focused Business Advisory Framework. This framework has been developed over the past 32 years to include over 3500 business tools, solutions and instruction sets delivered through a matrix of more than 40 service offerings that provide an industry exclusive 17 Week Guarantee. The potential for your career growth is extensive as we scale the Business Advisory Services group to $20-30 million annual revenue in the near future and continue exponential growth for years to come. Your Career Path options with us are many including promotion into a leadership role within the Lead Generation Team, becoming a Certified Business Specialist or Certified Business Coach, or pursuing one of the many roles within our expanding organization. Our Culture is a cornerstone of our ever-increasing success. We require trusting, respectful bilateral relationships with clients, partners and team members by demanding ethical excellence, honesty, integrity, character and quality. Our solution focused culture of continuous improvement and accountability is coupled with our focus on personal & professional growth so that we are the trusted advisors who continually bring the best solutions to our clients. As part of Making a Difference in the Marketplace, we are focused Upon Solving Two Problems in the Business Community: 90% of Businesses Fail at some point…1, 9, 29 years… 70-75% of businesses Fail to Sell while listed with a business broker…and many of them simply Close Down within a year of not selling…leaving the owner with no real gain from what they worked to build over a number of decades. Our Mission is to create a future where: 90% of Business Owners Increase their Success to Achieve their Goals & Dreams while Creating Jobs and Expanding the GDP by creating a high value sustainable business. Make businesses “Exit-Ready” so that over 75% sell to create a Wealth Event for the Owner OR to Prepare the Next Generation to have a sustainable, successful intra-family Generational Transition The Demand for Business Advisory Services including business coaching, executive coaching, business planning and team training has become an Urgently Sought-After Resource for Business Owners, their Managers and their Teams to adapt and pivot to Survive, Compete, Grow, and take Market Share in this Dynamic Economy. We serve all sizes of businesses from the solopreneur and "main street" businesses to the mid-sized companies and large corporations. The comprehensive frameworks we have bolted on cover all industries and all phases of the business life cycle from startup through to a successful exit or family transition. Your role is to have prospective clients say YES to accepting the gift of a Strategic Life & Business Plan. This Plan has two tangible components - 1) Strategic Focus Map; and 2) Updated 3-Year Strategic Plan. The total “sales cycle” is 1-2 weeks, so you will be paid your bonuses quickly. Our Conversion Rate is typically 75%. We have 26 proven lead generation strategies to select from. Your compensation includes a base salary plus bonuses paid twice per month. Successful team members will have a 6-figure total annual compensation. Benefits are included also. Your Target Market is any business owner or executive who would love to achieve greater success. We serve all industries and all sizes of businesses from start-up to mid-market and up into the Fortune 50 companies here in Texas. The attributes you must have: You care about the success & growth of businesses You understand the challenges faced by business owners Passionate about creating more jobs in your local area You Believe business owners have the Right to Thrive You love to see others succeed beyond what they thought was possible. You have hundreds of business connections locally and you would love to see them grow & prosper. You love to learn, grow & advance in your career. You are curious & seek to understand You are seeking a Team of High Achievers that love to Win Together while Making a Difference in the Marketplace. The desire to join the local office of an 87-country organization intrigues you. Your values align with our Culture. You see the benefit of leveraging our 26 proven lead generation strategies You have a track record of consistently setting 3-5 appointments per day If this describes you and you are seeking to make a 6-figure income as part of the world's largest business coaching organization, then apply and together let's discover if we are a fit for one another. Our Business Advisory Services Group offers more than 40 services in five categories: 1. Business Coaching - One-to-one for business owners & Leaders, Executive Coaching, Group Coaching. Development of management staff, next generation and high potentials. 2. Business Education - Dozens of services in this category ranging from topic-specific to the overall framework to scale an organization. 3. Business Planning - Tactical Planning to Strategic Planning 4. Business Valuations - What the business is really worth and how to multiply the market value. 5. Employee Assessments - Full suite to evaluate potential employees and to better manage & lead existing team members. What areas of their business do we guide our clients to improve? 1. Marketing - Developing Leads at the Optimum Cost per Lead 2. Sales - Optimize the Conversion Rate & Maximize Repeat Business 3. Scaling Up Operational Throughput Capacity 4. Finances, Accounting, KPI's, Management Systems 5. Team - Recruiting, Onboarding, Developing Management Team, Preparing the Next Generation 6. Exitability - Appealing to Higher Level Buyers 7. Exit Value Multiplied - To Create a Wealth Event...Preferably a Multi-Generational Wealth Event If our Mission speaks to your Soul and you are seeking a Career Opportunity that is also your Calling, then apply and let's get you on board as we accelerate into the Future!

ITC WORLDWIDE is seeking a dynamic and experienced Microsoft Business Applications Senior Sales Consultant WFH or an ITC field office Are you passionate about selling business applications solutions that empower organizations to achieve more? Do you have a proven track record of delivering results in a complex and competitive market? Do you have experience with Microsoft Dynamics 365 Finance & Operations or other ERP systems? If so, we want to hear from you. To be successful in this position you will possess the following attributes: Motivated and proactive professional with previous experience in end-to-end sales within Microsoft or equivalent Enterprise Applications. 5+ years face-to-face selling experience - Microsoft product suite expertise including D365, PowerApps and Business Central is highly regarded. Demonstrated ability to hunt new business opportunities. Ability to build and foster strong customer relationships in existing customer base. A strong customer-centric approach and ability to network across a complex organization. Skills in managing multiple commercial processes (new business sales), forecasting precisely and identifying challenges to positive commercial outcomes. Develop and execute a sales strategy in designated territories and work with both vendor and Industry teams to execute. Arrange and conduct customer meetings, serve as trusted advisor by understanding a customer's existing and future digital transformation roadmap and driving the sales. Strong networking skills and industry experience Ability to drive new business and get engaged with lead generation. Liaising with solution consultants to drive correct business outcomes. Desire to be involved in a rapidly growing business and take a leadership role in helping it thrive. Strong personality motivated by continual improvement and self-development Responsibilities: Develop and execute sales strategies to grow revenue and market share in the Finance & Operations segment. Build and maintain strong relationships with key decision makers and influencers across various industries and geographies. Understand customer needs and pain points and propose value-added solutions that leverage Microsoft's D365 platforms and applications. Collaborate with delivery and pre-sales teams to ensure proposed solutions align with client requirements. Working with Marketing and Business Development personnel to help develop lead generation campaigns along with target marketing to specific verticals. · Manage the entire sales cycle, including prospecting, negotiations, and contracting Develop and nurture a robust pipeline of prospects to achieve and exceed sales targets Leverage your sales knowledge and existing Microsoft ecosystem network Qualifications: Minimum of 5 years of experience in selling enterprise software solutions, preferably in the ERP domain Strong knowledge of Microsoft Dynamics 365 Finance & Operations or other ERP systems and their business benefits Excellent communication, presentation, and negotiation skills Ability to work independently and as part of a team in a fast-paced and dynamic environment. Bachelor's degree in business, finance, or related field Prior consulting services sales experience required, and an understanding of Microsoft's Business Applications preferred (Sales, Service, Marketing, Finance, HR, Supply Chain, and Project Operations) Package Details Contract W2 role for an experienced Tech Seller! Base Salary (Draw) W2 Commissioned: from 1-3% on lifetime Support + Bonus on Managed Services +Cash Bonus What's in it for you Qualified Leads Technical Sales & Service Support Product Selling Training Provided Dynamics 365 - CRM Dynamics 365 - Business Central Microsoft 365 ISV Solutions (Offers) Neural Impact Sales Optimization Training Differentiation & Engagement Effective Discovery & CIO Engagement Project Impact & Objection Handling $ 150,000.00 (US Dollar) BIzzApp Sales 2. Acct exec 3. services & support consult

LATAM Enterprise Account Executive Our Account Executives are expert storytellers and problem-solvers - we help crypto native (exchanges, Web3, DeFi), financial services, and enterprise companies confidently and securely adopt blockchain technologies as a part of their cryptocurrency strategy. Account Executives are experienced in both new business creation and account management, and are market specialists. They establish trust and build strong customer relationships within their target market, tailoring their sales approach to their needs, and evangelizing Chainalysis solutions in a compelling yet approachable way. We measure success by the attainment of assigned quota, new logos, and the growth of accounts within the region. They are experts at navigating complex sales cycles and enjoy the thrill of creating territory and strategic account plans that lead to closing a deal. We are looking for an Enterprise seller for our LATAM Private Sector team. In this role, you'll: Exceed your quota and substantially increase our foothold in the private sector markets within LATAM Private Sector through prospecting and developing your sales pipeline, as well as expanding existing accounts Build relationships with customers based on trust and transparency resulting in network referrals that ultimately build Chainalysis' brand awareness Create and execute go-to-market plans that result in predictable and increasing quarterly forecasts Build a diverse pipeline of opportunities resulting in consistent and accurate forecasting Help us develop compelling product positioning and messaging specific to market trends, competitive drivers, region-specific sales channels, and more Have relationships across departments at Chainalysis allowing you to provide expert advice to prospects related to technical concepts, product roadmaps, solutions implementations, training, and craft compelling customer proposals. We're looking for candidates who have: A passion for cryptocurrency and blockchain technology, and the potential to disrupt the financial services industry An articulate, enthusiastic, and effective communicator who can convey complex concepts in an approachable and concise way up to the CXO level 7+ years of B2B SaaS sales experience with experience selling into the financial services industry (banking, fintech, asset management, etc) Strong understanding of enterprise sales methodology and buying process Excellent communication skills to present Chainalysis at customer-facing and conference presentations A great track record in new business development and market creation The ability to bridge technology to a customer's desired business outcomes A desire to excel in a dynamic startup environment A solid track record of over-achieving quota in a consultative sales environment The ability to travel Nice to have experience: You don't have to be a blockchain expert, but you're insatiably curious and willing to learn Experience selling solutions related to risk & compliance, data analytics, financial crimes, or data security solutions About Chainalysis Blockchain technology is powering a growing wave of innovation. Businesses and governments around the world are using blockchains to make banking more efficient, connect with their customers, and investigate criminal cases. As adoption of blockchain technology grows, more and more organizations seek access to all this ecosystem has to offer. That's where Chainalysis comes in. We provide complete knowledge of what's happening on blockchains through our data, services, and solutions. With Chainalysis, organizations can navigate blockchains safely and with confidence. You belong here. At Chainalysis, we believe that diversity of experience and thought makes us stronger. With both customers and employees around the world, we are committed to ensuring our team reflects the unique communities around us. We're ensuring we keep learning by committing to continually revisit and reevaluate our diversity culture. We encourage applicants across any race, ethnicity, gender/gender expression, age, spirituality, ability, experience and more. If you need any accommodations to make our interview process more accessible to you due to a disability, don't hesitate to let us know. You can learn more here. We can't wait to meet you.

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 ****************** ****************** 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.

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 ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

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 ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").