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Senior Account Manager jobs at CBIZ - 46 jobs

  • Senior Account Manager | Retirement Plan Administrator

    CBIZ 4.6company rating

    Senior account manager job at CBIZ

    #LI-OD1 #LI-Hybrid Minimum Qualifications High School Diploma or GED At least five years of professional, retirement plan administration, and compliance experience Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures Possesses expert knowledge of pertinent laws, regulations, and professional standards Expert use of applicable technology Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) Experience performing work that requires initiative and leadership skills Experience in coaching and teaching others Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) Ability to anticipate and elicit customer needs Ability to self-learn and develop business and technical knowledge quickly Motivated team player with demonstrated interpersonal skills Comfortable working with quick turnaround times and deadlines Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization Ability to travel as necessary Essential Functions and Primary Duties Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business Perform all required Compliance Testing and related items Reconciles assets, prepares Form 5500 and all schedules Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines Respond to Plan sponsors in a professional and timely manner concerning issues or questions Promote client retention and identify opportunities to build existing relationships through timely service quality Provide value add solutions to increase operational efficiencies Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues Resolve complex situations or requests Attend client meetings and prepares materials for meetings Achieve service goals established by department Additional responsibilities as assigned Preferred Qualifications Bachelor's degree Familiarity with FT William software used for 5500 and compliance
    $87k-104k yearly est. Auto-Apply 20d ago
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  • Account Manager | Deconversion Specialist

    CBIZ 4.6company rating

    Senior account manager job at CBIZ

    #LI-OD1 #LI-Hyrbid Minimum Qualifications High School Diploma or GED At least three years of professional, retirement plan administration, and compliance experience Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards Proficient use of applicable technology Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) Experience performing work that requires initiative and leadership skills Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) Ability to anticipate and elicit customer needs Ability to self-learn and develop business and technical knowledge quickly Motivated team player with demonstrated interpersonal skills Comfortable working with quick turnaround times and deadlines Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization Ability to travel as necessary Essential Functions and Primary Duties Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business Perform all required Compliance Testing and related items Reconciles assets, prepares Form 5500 and all schedules Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines Respond to Plan sponsors in a professional and timely manner concerning issues or questions Promote client retention and identify opportunities to build existing relationships through timely service quality Provide value-add solutions to increase operational efficiencies Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues Resolve complex situations or requests Attend client meetings and prepare materials for meetings Achieve service goals established by department Additional responsibilities as assigned Preferred Qualifications Bachelor's degree Familiarity with FT William software used for 5500 and compliance
    $68k-91k yearly est. Auto-Apply 20d ago
  • Client Relationship Executive - Insurance

    Pricewaterhousecoopers 4.8company rating

    Columbus, OH jobs

    Industry/Sector Not Applicable Specialism IFS - Clients & Markets Management Level Director At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Client Relationship Executive team you focus on identifying and addressing client needs, initiating sales calls, and securing meetings to explore sales opportunities. As a Director you set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You develop and execute targeted relationship and account development strategies, establish long-term client relationships, and navigate complex internal organizations to achieve significant targets and goals. Responsibilities - Develop and execute relationship and account strategies - Establish and maintain long-term client relationships - Navigate complex internal organizations to reach targets - Oversee multiple projects with impactful decision making - Maintain executive-level client relations What You Must Have - High School Diploma - 8 years of sales or PwC experience What Sets You Apart - Bachelor's Degree in Business Administration/Management, Accounting, Economics, Law preferred - Initiating sales calls and securing meetings consistently - Soliciting information to qualify and scope opportunities - Understanding client business issues and service capabilities - Controlling sales process and overcoming objections - Establishing and developing long-term client relationships - Navigating complex internal organizations effectively - Demonstrating project executive presence and professionalism Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ************************************* PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $141k-205k yearly est. Auto-Apply 10d ago
  • Client Relationship Executive - Insurance

    PwC 4.8company rating

    Columbus, OH jobs

    **Specialty/Competency:** IFS - Clients & Markets **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Client Relationship Executive team you focus on identifying and addressing client needs, initiating sales calls, and securing meetings to explore sales opportunities. As a Director you set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You develop and execute targeted relationship and account development strategies, establish long-term client relationships, and navigate complex internal organizations to achieve significant targets and goals. Responsibilities - Develop and execute relationship and account strategies - Establish and maintain long-term client relationships - Navigate complex internal organizations to reach targets - Oversee multiple projects with impactful decision making - Maintain executive-level client relations What You Must Have - High School Diploma - 8 years of sales or PwC experience What Sets You Apart - Bachelor's Degree in Business Administration/Management, Accounting, Economics, Law preferred - Initiating sales calls and securing meetings consistently - Soliciting information to qualify and scope opportunities - Understanding client business issues and service capabilities - Controlling sales process and overcoming objections - Establishing and developing long-term client relationships - Navigating complex internal organizations effectively - Demonstrating project executive presence and professionalism Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $141k-205k yearly est. 11d ago
  • Client Relationship Executive - Insurance

    PwC 4.8company rating

    Cleveland, OH jobs

    Industry/Sector Not Applicable Specialism IFS - Clients & Markets Management Level Director At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Lead in line with our values and brand. * Develop new ideas, solutions, and structures; drive thought leadership. * Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. * Balance long-term, short-term, detail-oriented, and big picture thinking. * Make strategic choices and drive change by addressing system-level enablers. * Promote technological advances, creating an environment where people and technology thrive together. * Identify gaps in the market and convert opportunities to success for the Firm. * Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Client Relationship Executive team you focus on identifying and addressing client needs, initiating sales calls, and securing meetings to explore sales opportunities. As a Director you set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You develop and execute targeted relationship and account development strategies, establish long-term client relationships, and navigate complex internal organizations to achieve significant targets and goals. Responsibilities * Develop and execute relationship and account strategies * Establish and maintain long-term client relationships * Navigate complex internal organizations to reach targets * Oversee multiple projects with impactful decision making * Maintain executive-level client relations What You Must Have * High School Diploma * 8 years of sales or PwC experience What Sets You Apart * Bachelor's Degree in Business Administration/Management, Accounting, Economics, Law preferred * Initiating sales calls and securing meetings consistently * Soliciting information to qualify and scope opportunities * Understanding client business issues and service capabilities * Controlling sales process and overcoming objections * Establishing and developing long-term client relationships * Navigating complex internal organizations effectively * Demonstrating project executive presence and professionalism Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $143k-208k yearly est. Auto-Apply 11d ago
  • Microsoft Alliance Client Relationship Executive- Healthcare

    PwC 4.8company rating

    Cleveland, OH jobs

    Industry/Sector Not Applicable Specialism IFS - Clients & Markets Management Level Director At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Lead in line with our values and brand. * Develop new ideas, solutions, and structures; drive thought leadership. * Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. * Balance long-term, short-term, detail-oriented, and big picture thinking. * Make strategic choices and drive change by addressing system-level enablers. * Promote technological advances, creating an environment where people and technology thrive together. * Identify gaps in the market and convert opportunities to success for the Firm. * Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Brand Management, Marketing and Sales team you will drive business development efforts and cultivate long-term relationships with Technology Alliances and clients. As a Director you will set the strategic direction, oversee multiple projects, and maintain impactful executive-level client relations while fostering an environment of integrity and collaboration. Responsibilities * Oversee multiple projects to confirm timely and quality delivery * Identify market opportunities and develop strategies to capitalize on them * Mentor team members to enhance their professional growth and capabilities * Promote a culture of excellence and uphold the firm's values What You Must Have * High School Diploma * 8 years of sales, marketing or PwC experience What Sets You Apart * Bachelor's Degree in Business Administration/Management, Marketing, Economics, Computer and Information Science preferred * Demonstrating thought leadership in professional services selling * Building and sustaining long-term relationships with clients * Showcasing success in individual contributor sales roles * Understanding industry structures and emerging issues * Leading and coaching complex sales processes * Overcoming objections to secure business * Thriving in unstructured and evolving environments * Projecting executive presence with C-level executives Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $143k-208k yearly est. Auto-Apply 13d ago
  • Microsoft Alliance Client Relationship Executive- Healthcare

    PwC 4.8company rating

    Cleveland, OH jobs

    **Specialty/Competency:** IFS - Clients & Markets **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Brand Management, Marketing and Sales team you will drive business development efforts and cultivate long-term relationships with Technology Alliances and clients. As a Director you will set the strategic direction, oversee multiple projects, and maintain impactful executive-level client relations while fostering an environment of integrity and collaboration. Responsibilities - Oversee multiple projects to confirm timely and quality delivery - Identify market opportunities and develop strategies to capitalize on them - Mentor team members to enhance their professional growth and capabilities - Promote a culture of excellence and uphold the firm's values What You Must Have - High School Diploma - 8 years of sales, marketing or PwC experience What Sets You Apart - Bachelor's Degree in Business Administration/Management, Marketing, Economics, Computer and Information Science preferred - Demonstrating thought leadership in professional services selling - Building and sustaining long-term relationships with clients - Showcasing success in individual contributor sales roles - Understanding industry structures and emerging issues - Leading and coaching complex sales processes - Overcoming objections to secure business - Thriving in unstructured and evolving environments - Projecting executive presence with C-level executives Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $143k-208k yearly est. 42d ago
  • Alliance Client Relationship Executive-Salesforce

    PwC 4.8company rating

    Cleveland, OH jobs

    **Specialty/Competency:** IFS - Clients & Markets **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Client Relationship Executive team you focus on identifying and addressing client needs, initiating sales calls, and securing meetings to explore sales opportunities. As a Director you set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You develop and execute targeted relationship and account development strategies, establish long-term client relationships, and navigate complex internal organizations to achieve significant targets and goals. Responsibilities - Develop and execute relationship and account strategies - Establish and maintain long-term client relationships - Navigate complex internal organizations to reach targets - Oversee multiple projects with impactful decision making - Maintain executive-level client relations What You Must Have - High School Diploma - 8 years of sales or PwC experience What Sets You Apart - Bachelor's Degree in Business Administration/Management, Accounting, Economics, Law preferred - Initiating sales calls and securing meetings consistently - Soliciting information to qualify and scope opportunities - Understanding client business issues and service capabilities - Controlling sales process and overcoming objections - Establishing and developing long-term client relationships - Navigating complex internal organizations effectively - Demonstrating project executive presence and professionalism Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $143k-208k yearly est. 7d ago
  • Client Relationship Executive - Insurance

    PwC 4.8company rating

    Cincinnati, OH jobs

    Industry/Sector Not Applicable Specialism IFS - Clients & Markets Management Level Director At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Lead in line with our values and brand. * Develop new ideas, solutions, and structures; drive thought leadership. * Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. * Balance long-term, short-term, detail-oriented, and big picture thinking. * Make strategic choices and drive change by addressing system-level enablers. * Promote technological advances, creating an environment where people and technology thrive together. * Identify gaps in the market and convert opportunities to success for the Firm. * Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Client Relationship Executive team you focus on identifying and addressing client needs, initiating sales calls, and securing meetings to explore sales opportunities. As a Director you set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You develop and execute targeted relationship and account development strategies, establish long-term client relationships, and navigate complex internal organizations to achieve significant targets and goals. Responsibilities * Develop and execute relationship and account strategies * Establish and maintain long-term client relationships * Navigate complex internal organizations to reach targets * Oversee multiple projects with impactful decision making * Maintain executive-level client relations What You Must Have * High School Diploma * 8 years of sales or PwC experience What Sets You Apart * Bachelor's Degree in Business Administration/Management, Accounting, Economics, Law preferred * Initiating sales calls and securing meetings consistently * Soliciting information to qualify and scope opportunities * Understanding client business issues and service capabilities * Controlling sales process and overcoming objections * Establishing and developing long-term client relationships * Navigating complex internal organizations effectively * Demonstrating project executive presence and professionalism Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $140k-203k yearly est. Auto-Apply 11d ago
  • Microsoft Alliance Client Relationship Executive- Healthcare

    PwC 4.8company rating

    Cincinnati, OH jobs

    Industry/Sector Not Applicable Specialism IFS - Clients & Markets Management Level Director At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Lead in line with our values and brand. * Develop new ideas, solutions, and structures; drive thought leadership. * Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. * Balance long-term, short-term, detail-oriented, and big picture thinking. * Make strategic choices and drive change by addressing system-level enablers. * Promote technological advances, creating an environment where people and technology thrive together. * Identify gaps in the market and convert opportunities to success for the Firm. * Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Brand Management, Marketing and Sales team you will drive business development efforts and cultivate long-term relationships with Technology Alliances and clients. As a Director you will set the strategic direction, oversee multiple projects, and maintain impactful executive-level client relations while fostering an environment of integrity and collaboration. Responsibilities * Oversee multiple projects to confirm timely and quality delivery * Identify market opportunities and develop strategies to capitalize on them * Mentor team members to enhance their professional growth and capabilities * Promote a culture of excellence and uphold the firm's values What You Must Have * High School Diploma * 8 years of sales, marketing or PwC experience What Sets You Apart * Bachelor's Degree in Business Administration/Management, Marketing, Economics, Computer and Information Science preferred * Demonstrating thought leadership in professional services selling * Building and sustaining long-term relationships with clients * Showcasing success in individual contributor sales roles * Understanding industry structures and emerging issues * Leading and coaching complex sales processes * Overcoming objections to secure business * Thriving in unstructured and evolving environments * Projecting executive presence with C-level executives Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $140k-203k yearly est. Auto-Apply 13d ago
  • Microsoft Alliance Client Relationship Executive- Healthcare

    PwC 4.8company rating

    Cincinnati, OH jobs

    **Specialty/Competency:** IFS - Clients & Markets **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Brand Management, Marketing and Sales team you will drive business development efforts and cultivate long-term relationships with Technology Alliances and clients. As a Director you will set the strategic direction, oversee multiple projects, and maintain impactful executive-level client relations while fostering an environment of integrity and collaboration. Responsibilities - Oversee multiple projects to confirm timely and quality delivery - Identify market opportunities and develop strategies to capitalize on them - Mentor team members to enhance their professional growth and capabilities - Promote a culture of excellence and uphold the firm's values What You Must Have - High School Diploma - 8 years of sales, marketing or PwC experience What Sets You Apart - Bachelor's Degree in Business Administration/Management, Marketing, Economics, Computer and Information Science preferred - Demonstrating thought leadership in professional services selling - Building and sustaining long-term relationships with clients - Showcasing success in individual contributor sales roles - Understanding industry structures and emerging issues - Leading and coaching complex sales processes - Overcoming objections to secure business - Thriving in unstructured and evolving environments - Projecting executive presence with C-level executives Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $140k-203k yearly est. 42d ago
  • Alliance Client Relationship Executive-Salesforce

    PwC 4.8company rating

    Cincinnati, OH jobs

    **Specialty/Competency:** IFS - Clients & Markets **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Client Relationship Executive team you focus on identifying and addressing client needs, initiating sales calls, and securing meetings to explore sales opportunities. As a Director you set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You develop and execute targeted relationship and account development strategies, establish long-term client relationships, and navigate complex internal organizations to achieve significant targets and goals. Responsibilities - Develop and execute relationship and account strategies - Establish and maintain long-term client relationships - Navigate complex internal organizations to reach targets - Oversee multiple projects with impactful decision making - Maintain executive-level client relations What You Must Have - High School Diploma - 8 years of sales or PwC experience What Sets You Apart - Bachelor's Degree in Business Administration/Management, Accounting, Economics, Law preferred - Initiating sales calls and securing meetings consistently - Soliciting information to qualify and scope opportunities - Understanding client business issues and service capabilities - Controlling sales process and overcoming objections - Establishing and developing long-term client relationships - Navigating complex internal organizations effectively - Demonstrating project executive presence and professionalism Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $140k-203k yearly est. 7d ago
  • Client & Practice Solutions Manager - Remote Eligible

    Eide Bailly 4.4company rating

    Fargo, ND jobs

    Work Arrangement: Remote, In-office or Hybrid Typical Day in the Life We are currently seeking a Client & Practice Solutions Manager on the R&D Tax Credits & Incentives team at Eide Bailly. As a Client & Practice Solutions Manager on the team, you will support our R&D tax professionals through client engagement, providing technical training to our team members, supporting AI integration, and practice management activities to enhance the client and team member experience. A typical day as a Client & Practice Solutions Manager on the R&D Tax Credits & Incentives team might include the following: * Supporting the management team through designated client engagement activities. * Leading initiatives with AI integration. * Growing the practice through coordination on marketing and business development initiatives. * Assisting with the design and implementation of process improvements and workflow management with on and offshore resources. * Supporting the partner team through operational initiatives including business development pipeline, billing, and financial statement analysis and tracking. * Assisting with service line extensions and secondary product offerings. * Aiding in the technical training of our team members. * Assist with the development and implementation of best practices within the R&D Tax Credits & Incentives practice. Who You Are * You have the ability to interact and communicate effectively, clearly in writing and verbally, to all levels at an organization, including those in the C-suite. * You can work on multiple projects and meet deadlines by setting priorities and communicating effectively. * You have the desire to serve others to ensure a successful experience for the team and our clients * You are organized and can work independently with minimal supervision. * You have strong problem-solving skills, and the ability to identify the source of a problem and create and test solutions. * You have strong computer skills and are proficient in Microsoft Word, Excel and Outlook. * You have at least 5 years of R&D Tax experience. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation: $60,000-$85,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-MB1 #LI-REMOTE
    $60k-85k yearly Auto-Apply 6d ago
  • RFM AI Governance Manager

    PwC 4.8company rating

    Toledo, OH jobs

    **Specialty/Competency:** IFS - Internal Firm Services - Other **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 20% At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions. Those in technology market readiness at PwC will specialise in the process of identifying and, or advocating for the application of appropriate design, development, and operational elements to meet PwC and client expectations. You will meet these expectations utilising evolving market standards and PwC guidance, such as in the areas of independence, legal, privacy and network security. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Analyse and identify the linkages and interactions between the component parts of an entire system. + Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. + Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. + Develop skills outside your comfort zone, and encourage others to do the same. + Effectively mentor others. + Use the review of work as an opportunity to deepen the expertise of team members. + Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Technology Market Readiness team, you will gain firsthand experience building and adapting our AI governance program, prioritizing alignment with our firm's policies and procedures. As a Manager, you will lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff while navigating the evolving regulatory landscape in AI. Responsibilities - Develop and implement AI governance frameworks - Conduct risk assessments to maintain compliance with firm policies - Guide the adaptation of AI usage and maintenance protocols - Monitor changes in the regulatory landscape affecting AI - Mentor team members on recommended practices in AI governance - Collaborate with cross-functional teams to enhance program effectiveness - Evaluate third-party risks associated with AI technologies - Stay informed on emerging trends in AI and technology What You Must Have - Bachelor's Degree - 4 years of experience in technology governance functions What Sets You Apart - Familiarity with AI concepts and business applications preferred - Understanding of organizational governance and operating models preferred - Demonstrating experience with technology governance functions - Distilling complex concepts for executive-level communication - Familiarity with data science and AI lifecycle management preferred - Coding experience in Python or similar languages preferred - Knowledge of internal review and procurement processes for AI assets - Familiarity with cloud platform environments preferred Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $73,500 - $212,280. For residents of Washington state the salary range for this position is: $73,500 - $244,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $73.5k-244k yearly 60d+ ago
  • Senior Account Executive - Dynamics 365 F&O / Microsoft Business Applications

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Los Angeles, CA jobs

    At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Job Responsibilities: * Sell Microsoft Dynamics 365, (with FSC / F&O being the primary focus) and the Microsoft Stack of business applications - (eg. Power Platform etc.) as well as Strategy and Transformation, Advisory Services, Workday, and Outsourcing. * Build awareness and develop possible sales opportunities for other Armanino products and services such as Strategy and Transformation, Organizational Change Management, Managed Services or tax and audit services. * Track record of success in software solution selling and exceeding targets. * Manage all aspects of sales for new business opportunities throughout the entire process from prospecting and scoping through proposal writing and contract negotiations. * Aggressively research, identify, contact and qualify leads. * Continuously build and maintain robust pipeline and opportunities. * Actively participate in marketing initiatives to generate leads including webinars, trade shows, industry events, etc. * Build and leverage strong sales partner relationships with Microsoft Dynamics selling teams. * Effectively communicate and build ongoing relationships with prospects, clients and personnel via telephone, email, networking and in-person. * Work effectively in a team environment. Requirements * Bachelor's degree in a business-related or other relevant field. * 5-8 years of ERP and enterprise software sales experience. * Microsoft Business Application / Dynamics 365 FSC experience is required. * Existing Microsoft relationships and network a plus. * Direct Sales experience, including quotas, transaction volume and managing sales activities (calls, demos, meetings, etc.). * Knowledge of Life Sciences, High Tech, and/or Manufacturing/Distribution organizations and business processes strongly preferred. * Able to develop, manage, and execute targeted sales plan. * Proven track record of exceeding sales objective and territory/account development. * Ability to learn Dynamics 365 quickly and efficiently, including the product functionality, underlying technology and competitive advantages. This position requires the ability to become deeply fluent in the technology, financial organization, and the industry. * Ability to present compelling propositions to an executive-level audience. * Strong business development, technical presentation skills, and the ability to present technical concepts and business solutions clearly through demonstrations and proposals are required. * Ability to work and adapt in a fast-paced, ever-changing and growing organization. * Strong verbal and written communication ability. * Flexibility to work from home while collaborating in person half the time. "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $119,700 - $163,000 plus commission. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $119.7k-163k yearly Auto-Apply 13d ago
  • Account Manager II, Business Management

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Los Angeles, CA jobs

    At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Job Responsibilities * Act as a direct point of contact for clients for routine and ongoing requests. * Review, prioritize, and respond to client and vendor emails based on urgency and required actions. * Participate in internal team meetings and attend client meetings as needed. * Approve invoices in accounting software and confirm timely bill payment. * Manage cash activity, including transfers and maintaining target cash balances. * Oversee wire transfers, ensuring accuracy and deadline compliance. * Review general ledgers for accuracy and completeness, including unpaid items. * Prepare monthly financial reports and review cash flow statements. * Review accounts receivable, as needed. * Review year-end tax package information for external tax accountants. * Assist in preparing and reviewing documentation for tax examinations. * Support preparation of annual 1099 filings. * Coordinate payroll information with third-party payroll providers and reconcile payroll tax returns to the general ledger. * Prepare or review filings such as City Business License Returns, Secretary of State Statements of Information, and Business Personal Property forms. * Assist with medical insurance reimbursement requests. * Work with insurance brokers on coverage renewals, annual rates, and audits. * Contact client vendors to resolve billing discrepancies. * Assist with preparation of credit and loan applications (e.g., mortgages, auto loans). Requirements * Bachelor's degree in Accounting or Finance, or equivalent professional experience. * Minimum of 2 years of bookkeeping or accounting experience, including AP/AR, payroll processing, month-end close, and financial reporting. * Experience reviewing general ledgers, supporting documentation, and financial reports. * Experience using accounting or finance-related software systems. * Ability to manage multiple assignments and meet established deadlines. * Experience working within established procedures and adapting to updated or changing processes. * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * Business Management or Family Office experience. * Experience working with entertainment industry clients. * Experience using AgilLink. * Exposure to tax filings or compliance work. "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $59,400 -$84,000. For Illinois residents, Washington residents, New York residents, and Southern California residents, the compensation range for this position: $70,800 - $98,000. For Northern California residents, the compensation range for this position: $72,000-$98,100. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $72k-98.1k yearly Auto-Apply 15d ago
  • Sales Performance Management Manager, Consulting

    Deloitte 4.7company rating

    Columbus, OH jobs

    Sales Performance Management Manager, Consulting Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative technologies, and creative design. We can enhance customer experiences and drive sustained growth and customer value creation and capture, through customer and commercial strategies, digital products and innovation, marketing, commerce, sales, and service. We are a team of strategists, data scientists, operators, creatives, designers, engineers, and architects. Our team balances business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers, partners, constituents, and the workforce. Recruiting for this role ends on May 31, 2026. Work you'll do As a Manager, you will work within an engagement team to design, implement, and optimize Sales Performance Management solutions to drive sales effectiveness and maximize revenue. Responsibilities include, but are not limited to: * Helping companies maximize the return for their digital sales enablement and sales operations infrastructure investment * Working with Sales and Operations leaders to deliver the best-in-class services for planning, designing, deploying, and supporting digital sales technology tools * Preparing for and leading Discovery workshops to document and validate detailed user stories * Addressing sales planning and/or sales compensation issues across different business sectors * Offering end-to-end solutions including process analysis and design, requirements planning, business case development, analytics support and administration support * Acting in a mentoring capacity to support the career development of other colleagues * Responsible for business development efforts, including Statements of Work (SOW), proposal development, client presentations, etc. * Contributing to the internal development of our practice through participation in areas such as business development, training, methodology and toolkit development, and recruiting The team Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets. Qualifications Required * Minimum of 8+ years of experience as a Business Analyst, Systems Consultant, or Compensation Analyst for a mid-to-large sized organization; or, direct consulting experience * Minimum of five years of experience designing, configuring, and implementing solutions in Varicent, Spiff, Oracle Incentive Compensation, Pigment, SAP Commissions, and/or Anaplan * Ability to travel at least 50% of the time on average based on the work you do and the clients and industry/ sectors you serve * Limited immigration sponsorship may be available * Bachelor's Degree (BS or BA), or equivalent number of years of experience Preferred * Previous "Big 4" experience * Advanced degree in related specialization area Information for applicants with a need for accommodation: ************************************************************************************************************ The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $130,800 to $241,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. #Customer_US #SS_US Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at *****************************. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see ********************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 321175 Job ID 321175
    $130.8k-241k yearly 15d ago
  • Account Executive - Workday Adaptive

    Armanino McKenna Certified Public Accountants & Consultants 4.7company rating

    Chicago, IL jobs

    At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Armanino's Workday Services practice delivers innovative, transformational solutions across HR and Finance, leveraging the Workday AI Platform to meet the evolving needs of modern businesses. We differentiate ourselves in the Workday ecosystem by helping clients reimagine how they Workday. Job Responsibilities * Drive the go-to-market approach for Adaptive Planning under the guidance of the Sales Leader, including positioning Adaptive First within the Workday Platform * Co-lead sales efforts focused on Workday Adaptive Planning, while supporting broader engagements across HCM, Financials, and Managed Services * Manage all aspects of the sales cycle from lead generation and scoping to proposal development, RFP/RFI responses, contract negotiation, and closing * Own and provide hyper-responsive service to leads originating from Workday's marketplace, ensuring timely follow-up and conversion * Create micro-vertical content for Workday's marketplace page to support targeted outreach and brand differentiation * Develop and execute targeted sales strategies to build a robust pipeline, expand territory coverage, and exceed sales quotas * Cultivate relationships within key industries such as Professional Services, Technology, Real Estate, Financial Services, and Private Equity/Venture Capital * Partner closely with Sales, Adaptive, and Presales teams to deliver client-centric solutions and shape GTM strategies * Represent Armanino at industry events, webinars, and trade shows to generate leads and promote our unique offerings * Demonstrate operational knowledge of client industries to effectively position Armanino's value proposition * Build trust through clear, impactful communication with prospects, clients, and internal stakeholders * Work independently and cross-functionally in a fast-paced environment, managing competing priorities with agility Requirements * Bachelor's degree in Business, Accounting, Finance, or related field or equivalent work experience (Accounting/Finance strongly preferred) * Minimum 3 years' experience selling Workday Adaptive Planning and related technology consulting/implementation services * Proven track record of managing full sales cycles and exceeding quotas * Strong network within the Workday ecosystem and relevant industries * Excellent presentation, communication, and relationship-building skills * Willingness to travel up to 25% to support client engagements and business development * Flexibility to work from home while collaborating in person half the time. "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $113,000-$133,000 + Commission. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
    $113k-133k yearly Auto-Apply 13d ago
  • Business Development Manager- Cleveland

    Plante & Moran Financial Advisors 4.7company rating

    Cleveland, OH jobs

    Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. As a Business Developer, you will be responsible for the development of new business opportunities and your responsibilities will include prospecting, strategizing, leading pursuit teams, closing new business and representing the firm at business and social events. Your work will include, but not be limited to: Proactively identifying and developing new business opportunities by engaging with key business leaders, attending industry events, and building relationships with prospective clients. Leading and executing outreach strategies, including prospecting, developing contact plans, and organizing meetings to uncover client needs where the firm can add value. Collaborating with internal teams to develop and implement pursuit strategies, participate in proposal development, and ensure alignment with firm growth objectives. Maintaining accurate records of business development activities in the firm's CRM system, and preparing management reports on sales performance, client wins, and outreach efforts. Representing the firm at targeted association functions, trade shows, and networking events to enhance visibility and promote the firm's services within the market. The qualifications. Bachelor's degree in business, accounting, finance, or a related field; advanced degrees or professional certifications (such as CPA, CBDM, or similar) are highly valued. Proven experience of 7-10 years in business development, sales, or client relationship management within accounting, consulting, or professional services environments with demonstrated success selling $750,000 or more, annually in first year fees. Ability to effectively: develop a prospect list, build a pipeline of opportunities and close business Forecast pipeline accurately Identify additional revenue opportunities Build strong relationships within the firm and teams through quality work and leadership Strong strategic thinking, analytical, and communication skills, with the ability to identify market opportunities and build lasting client partnerships. Familiarity with industry trends, regulatory requirements, and technology platforms (such as CRM systems and cloud-based accounting tools) to support business growth and operational efficiency. This position may require some local or national travel. This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week. #LI-CD1 #LI-Hybrid What makes us different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in CO, IL, OH, and MA is: $110,000-$130,000
    $110k-130k yearly Auto-Apply 42d ago
  • Sales Performance Management Manager, Consulting

    Deloitte 4.7company rating

    Cincinnati, OH jobs

    Sales Performance Management Manager, Consulting Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative technologies, and creative design. We can enhance customer experiences and drive sustained growth and customer value creation and capture, through customer and commercial strategies, digital products and innovation, marketing, commerce, sales, and service. We are a team of strategists, data scientists, operators, creatives, designers, engineers, and architects. Our team balances business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers, partners, constituents, and the workforce. Recruiting for this role ends on May 31, 2026. Work you'll do As a Manager, you will work within an engagement team to design, implement, and optimize Sales Performance Management solutions to drive sales effectiveness and maximize revenue. Responsibilities include, but are not limited to: * Helping companies maximize the return for their digital sales enablement and sales operations infrastructure investment * Working with Sales and Operations leaders to deliver the best-in-class services for planning, designing, deploying, and supporting digital sales technology tools * Preparing for and leading Discovery workshops to document and validate detailed user stories * Addressing sales planning and/or sales compensation issues across different business sectors * Offering end-to-end solutions including process analysis and design, requirements planning, business case development, analytics support and administration support * Acting in a mentoring capacity to support the career development of other colleagues * Responsible for business development efforts, including Statements of Work (SOW), proposal development, client presentations, etc. * Contributing to the internal development of our practice through participation in areas such as business development, training, methodology and toolkit development, and recruiting The team Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets. Qualifications Required * Minimum of 8+ years of experience as a Business Analyst, Systems Consultant, or Compensation Analyst for a mid-to-large sized organization; or, direct consulting experience * Minimum of five years of experience designing, configuring, and implementing solutions in Varicent, Spiff, Oracle Incentive Compensation, Pigment, SAP Commissions, and/or Anaplan * Ability to travel at least 50% of the time on average based on the work you do and the clients and industry/ sectors you serve * Limited immigration sponsorship may be available * Bachelor's Degree (BS or BA), or equivalent number of years of experience Preferred * Previous "Big 4" experience * Advanced degree in related specialization area Information for applicants with a need for accommodation: ************************************************************************************************************ The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $130,800 to $241,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. #Customer_US #SS_US Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at *****************************. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see ********************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 321175 Job ID 321175
    $130.8k-241k yearly 15d ago

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