Senior Account Manager jobs at CBIZ

Deloitte Global is the engine of the Deloitte network. Our professionals reach across disciplines and borders to develop and lead global initiatives. We deliver strategic programs and services that unite our organization. Work you'll do Role requires excellent customer service skills, coordination with stakeholders, in-depth analysis skills, and an ability to resolve requests and questions from requestors. This position will have a broad range of responsibilities with a focus on overseeing the cross-workstream Customer/Client Master Data Management process for all Deloitte member firms served by the global SAP system for finance management, and the global Salesforce system for opportunity and risk management, in addition to establishing governance and controls on the firm's global Master Data Management system on Informatica. Job responsibilities: + Oversight of all end-to-end Customer/Client master data management processes across Deloitte's SAP and Salesforce platforms + Driving discussions to onboard additional business units and geographies onto the current platform + Leading data validation and data quality efforts for integrating additional business units and geographies + Driving innovation, automation and process improvement across the Customer/Client Master domain and related areas + Review of Customer/Client Add/Change requests through SAP, Salesforce and Informatica. + Working with the Technology teams and other GFS areas to deliver efficient solutions. + Monitoring delivery for service level adherence and high data quality + Working with other master data domains such as Vendor Master to identify areas of synergy The successful candidate will possess: + Strong analytical skills with the ability to research and resolve difficult vendor master data-related problems as well as explain firm policies that relate to master data management + Strong presentation/training skills; the ability to organize and develop training plans and materials & present live and virtual sessions to our internal customers + Excellent organizational skills, ability to work autonomously, ability to influence others The team Global Finance Services uses the latest technology and insights to provide Deloitte with a fully-managed, global financial solution. We develop world-class processes that drive efficiency and effectiveness to ensure consistency and compliance across our global network. Qualifications Required: + Bachelors' degree or equivalent years of professional experience + Minimum of 8 years of relevant experience + Experience in SAP Customer Master Data Maintenance and/or SAP SD + Strong understanding of SAP's Customer Master and SD processes + Ability to travel 0-20%, on average, based on the work you do and the clients and industries/sectors you serve. + Limited immigration sponsorship may be available Preferred: + Familiarity with Informatica and SQL proficiency 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 $113,100 to $188,500. 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. Information for applicants with a need for accommodation: ************************************************************************************************************ EA_ExpHire EA_FA_ExpHire #DeloitteNDO 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.

Deloitte Global is the engine of the Deloitte network. Our professionals reach across disciplines and borders to develop and lead global initiatives. We deliver strategic programs and services that unite our organization. Work you'll do Role requires excellent customer service skills, coordination with stakeholders, in-depth analysis skills, and an ability to resolve requests and questions from requestors. This position will have a broad range of responsibilities with a focus on overseeing the cross-workstream Customer/Client Master Data Management process for all Deloitte member firms served by the global SAP system for finance management, and the global Salesforce system for opportunity and risk management, in addition to establishing governance and controls on the firm's global Master Data Management system on Informatica. Job responsibilities: * Oversight of all end-to-end Customer/Client master data management processes across Deloitte's SAP and Salesforce platforms * Driving discussions to onboard additional business units and geographies onto the current platform * Leading data validation and data quality efforts for integrating additional business units and geographies * Driving innovation, automation and process improvement across the Customer/Client Master domain and related areas * Review of Customer/Client Add/Change requests through SAP, Salesforce and Informatica. * Working with the Technology teams and other GFS areas to deliver efficient solutions. * Monitoring delivery for service level adherence and high data quality * Working with other master data domains such as Vendor Master to identify areas of synergy The successful candidate will possess: * Strong analytical skills with the ability to research and resolve difficult vendor master data-related problems as well as explain firm policies that relate to master data management * Strong presentation/training skills; the ability to organize and develop training plans and materials & present live and virtual sessions to our internal customers * Excellent organizational skills, ability to work autonomously, ability to influence others The team Global Finance Services uses the latest technology and insights to provide Deloitte with a fully-managed, global financial solution. We develop world-class processes that drive efficiency and effectiveness to ensure consistency and compliance across our global network. Qualifications Required: * Bachelors' degree or equivalent years of professional experience * Minimum of 8 years of relevant experience * Experience in SAP Customer Master Data Maintenance and/or SAP SD * Strong understanding of SAP's Customer Master and SD processes * Ability to travel 0-20%, on average, based on the work you do and the clients and industries/sectors you serve. * Limited immigration sponsorship may be available Preferred: * Familiarity with Informatica and SQL proficiency 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 $113,100 to $188,500. 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. Information for applicants with a need for accommodation: ************************************************************************************************************ EA_ExpHire EA_FA_ExpHire #DeloitteNDO 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 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 Services LP, 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. Requisition code: 314501 Job ID 314501

Deloitte Global is the engine of the Deloitte network. Our professionals reach across disciplines and borders to develop and lead global initiatives. We deliver strategic programs and services that unite our organization. Work you'll do Role requires excellent customer service skills, coordination with stakeholders, in-depth analysis skills, and an ability to resolve requests and questions from requestors. This position will have a broad range of responsibilities with a focus on overseeing the cross-workstream Customer/Client Master Data Management process for all Deloitte member firms served by the global SAP system for finance management, and the global Salesforce system for opportunity and risk management, in addition to establishing governance and controls on the firm's global Master Data Management system on Informatica. Job responsibilities: + Oversight of all end-to-end Customer/Client master data management processes across Deloitte's SAP and Salesforce platforms + Driving discussions to onboard additional business units and geographies onto the current platform + Leading data validation and data quality efforts for integrating additional business units and geographies + Driving innovation, automation and process improvement across the Customer/Client Master domain and related areas + Review of Customer/Client Add/Change requests through SAP, Salesforce and Informatica. + Working with the Technology teams and other GFS areas to deliver efficient solutions. + Monitoring delivery for service level adherence and high data quality + Working with other master data domains such as Vendor Master to identify areas of synergy The successful candidate will possess: + Strong analytical skills with the ability to research and resolve difficult vendor master data-related problems as well as explain firm policies that relate to master data management + Strong presentation/training skills; the ability to organize and develop training plans and materials & present live and virtual sessions to our internal customers + Excellent organizational skills, ability to work autonomously, ability to influence others The team Global Finance Services uses the latest technology and insights to provide Deloitte with a fully-managed, global financial solution. We develop world-class processes that drive efficiency and effectiveness to ensure consistency and compliance across our global network. Qualifications Required: + Bachelors' degree or equivalent years of professional experience + Minimum of 8 years of relevant experience + Experience in SAP Customer Master Data Maintenance and/or SAP SD + Strong understanding of SAP's Customer Master and SD processes + Ability to travel 0-20%, on average, based on the work you do and the clients and industries/sectors you serve. + Limited immigration sponsorship may be available Preferred: + Familiarity with Informatica and SQL proficiency 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 $113,100 to $188,500. 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. Information for applicants with a need for accommodation: ************************************************************************************************************ EA_ExpHire EA_FA_ExpHire #DeloitteNDO 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.

Deloitte Global is the engine of the Deloitte network. Our professionals reach across disciplines and borders to develop and lead global initiatives. We deliver strategic programs and services that unite our organization. Work you'll do Role requires excellent customer service skills, coordination with stakeholders, in-depth analysis skills, and an ability to resolve requests and questions from requestors. This position will have a broad range of responsibilities with a focus on overseeing the cross-workstream Customer/Client Master Data Management process for all Deloitte member firms served by the global SAP system for finance management, and the global Salesforce system for opportunity and risk management, in addition to establishing governance and controls on the firm's global Master Data Management system on Informatica. Job responsibilities: * Oversight of all end-to-end Customer/Client master data management processes across Deloitte's SAP and Salesforce platforms * Driving discussions to onboard additional business units and geographies onto the current platform * Leading data validation and data quality efforts for integrating additional business units and geographies * Driving innovation, automation and process improvement across the Customer/Client Master domain and related areas * Review of Customer/Client Add/Change requests through SAP, Salesforce and Informatica. * Working with the Technology teams and other GFS areas to deliver efficient solutions. * Monitoring delivery for service level adherence and high data quality * Working with other master data domains such as Vendor Master to identify areas of synergy The successful candidate will possess: * Strong analytical skills with the ability to research and resolve difficult vendor master data-related problems as well as explain firm policies that relate to master data management * Strong presentation/training skills; the ability to organize and develop training plans and materials & present live and virtual sessions to our internal customers * Excellent organizational skills, ability to work autonomously, ability to influence others The team Global Finance Services uses the latest technology and insights to provide Deloitte with a fully-managed, global financial solution. We develop world-class processes that drive efficiency and effectiveness to ensure consistency and compliance across our global network. Qualifications Required: * Bachelors' degree or equivalent years of professional experience * Minimum of 8 years of relevant experience * Experience in SAP Customer Master Data Maintenance and/or SAP SD * Strong understanding of SAP's Customer Master and SD processes * Ability to travel 0-20%, on average, based on the work you do and the clients and industries/sectors you serve. * Limited immigration sponsorship may be available Preferred: * Familiarity with Informatica and SQL proficiency 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 $113,100 to $188,500. 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. Information for applicants with a need for accommodation: ************************************************************************************************************ EA_ExpHire EA_FA_ExpHire #DeloitteNDO 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 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 Services LP, 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. Requisition code: 314501 Job ID 314501

Deloitte Global is the engine of the Deloitte network. Our professionals reach across disciplines and borders to develop and lead global initiatives. We deliver strategic programs and services that unite our organization. Work you'll do Role requires excellent customer service skills, coordination with stakeholders, in-depth analysis skills, and an ability to resolve requests and questions from requestors. This position will have a broad range of responsibilities with a focus on overseeing the cross-workstream Customer/Client Master Data Management process for all Deloitte member firms served by the global SAP system for finance management, and the global Salesforce system for opportunity and risk management, in addition to establishing governance and controls on the firm's global Master Data Management system on Informatica. Job responsibilities: + Oversight of all end-to-end Customer/Client master data management processes across Deloitte's SAP and Salesforce platforms + Driving discussions to onboard additional business units and geographies onto the current platform + Leading data validation and data quality efforts for integrating additional business units and geographies + Driving innovation, automation and process improvement across the Customer/Client Master domain and related areas + Review of Customer/Client Add/Change requests through SAP, Salesforce and Informatica. + Working with the Technology teams and other GFS areas to deliver efficient solutions. + Monitoring delivery for service level adherence and high data quality + Working with other master data domains such as Vendor Master to identify areas of synergy The successful candidate will possess: + Strong analytical skills with the ability to research and resolve difficult vendor master data-related problems as well as explain firm policies that relate to master data management + Strong presentation/training skills; the ability to organize and develop training plans and materials & present live and virtual sessions to our internal customers + Excellent organizational skills, ability to work autonomously, ability to influence others The team Global Finance Services uses the latest technology and insights to provide Deloitte with a fully-managed, global financial solution. We develop world-class processes that drive efficiency and effectiveness to ensure consistency and compliance across our global network. Qualifications Required: + Bachelors' degree or equivalent years of professional experience + Minimum of 8 years of relevant experience + Experience in SAP Customer Master Data Maintenance and/or SAP SD + Strong understanding of SAP's Customer Master and SD processes + Ability to travel 0-20%, on average, based on the work you do and the clients and industries/sectors you serve. + Limited immigration sponsorship may be available Preferred: + Familiarity with Informatica and SQL proficiency 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 $113,100 to $188,500. 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. Information for applicants with a need for accommodation: ************************************************************************************************************ EA_ExpHire EA_FA_ExpHire #DeloitteNDO 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.

Deloitte Global is the engine of the Deloitte network. Our professionals reach across disciplines and borders to develop and lead global initiatives. We deliver strategic programs and services that unite our organization. Work you'll do Role requires excellent customer service skills, coordination with stakeholders, in-depth analysis skills, and an ability to resolve requests and questions from requestors. This position will have a broad range of responsibilities with a focus on overseeing the cross-workstream Customer/Client Master Data Management process for all Deloitte member firms served by the global SAP system for finance management, and the global Salesforce system for opportunity and risk management, in addition to establishing governance and controls on the firm's global Master Data Management system on Informatica. Job responsibilities: * Oversight of all end-to-end Customer/Client master data management processes across Deloitte's SAP and Salesforce platforms * Driving discussions to onboard additional business units and geographies onto the current platform * Leading data validation and data quality efforts for integrating additional business units and geographies * Driving innovation, automation and process improvement across the Customer/Client Master domain and related areas * Review of Customer/Client Add/Change requests through SAP, Salesforce and Informatica. * Working with the Technology teams and other GFS areas to deliver efficient solutions. * Monitoring delivery for service level adherence and high data quality * Working with other master data domains such as Vendor Master to identify areas of synergy The successful candidate will possess: * Strong analytical skills with the ability to research and resolve difficult vendor master data-related problems as well as explain firm policies that relate to master data management * Strong presentation/training skills; the ability to organize and develop training plans and materials & present live and virtual sessions to our internal customers * Excellent organizational skills, ability to work autonomously, ability to influence others The team Global Finance Services uses the latest technology and insights to provide Deloitte with a fully-managed, global financial solution. We develop world-class processes that drive efficiency and effectiveness to ensure consistency and compliance across our global network. Qualifications Required: * Bachelors' degree or equivalent years of professional experience * Minimum of 8 years of relevant experience * Experience in SAP Customer Master Data Maintenance and/or SAP SD * Strong understanding of SAP's Customer Master and SD processes * Ability to travel 0-20%, on average, based on the work you do and the clients and industries/sectors you serve. * Limited immigration sponsorship may be available Preferred: * Familiarity with Informatica and SQL proficiency 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 $113,100 to $188,500. 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. Information for applicants with a need for accommodation: ************************************************************************************************************ EA_ExpHire EA_FA_ExpHire #DeloitteNDO 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 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 Services LP, 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. Requisition code: 314501 Job ID 314501

Deloitte Global is the engine of the Deloitte network. Our professionals reach across disciplines and borders to develop and lead global initiatives. We deliver strategic programs and services that unite our organization. Work you'll do Role requires excellent customer service skills, coordination with stakeholders, in-depth analysis skills, and an ability to resolve requests and questions from requestors. This position will have a broad range of responsibilities with a focus on overseeing the cross-workstream Customer/Client Master Data Management process for all Deloitte member firms served by the global SAP system for finance management, and the global Salesforce system for opportunity and risk management, in addition to establishing governance and controls on the firm's global Master Data Management system on Informatica. Job responsibilities: + Oversight of all end-to-end Customer/Client master data management processes across Deloitte's SAP and Salesforce platforms + Driving discussions to onboard additional business units and geographies onto the current platform + Leading data validation and data quality efforts for integrating additional business units and geographies + Driving innovation, automation and process improvement across the Customer/Client Master domain and related areas + Review of Customer/Client Add/Change requests through SAP, Salesforce and Informatica. + Working with the Technology teams and other GFS areas to deliver efficient solutions. + Monitoring delivery for service level adherence and high data quality + Working with other master data domains such as Vendor Master to identify areas of synergy The successful candidate will possess: + Strong analytical skills with the ability to research and resolve difficult vendor master data-related problems as well as explain firm policies that relate to master data management + Strong presentation/training skills; the ability to organize and develop training plans and materials & present live and virtual sessions to our internal customers + Excellent organizational skills, ability to work autonomously, ability to influence others The team Global Finance Services uses the latest technology and insights to provide Deloitte with a fully-managed, global financial solution. We develop world-class processes that drive efficiency and effectiveness to ensure consistency and compliance across our global network. Qualifications Required: + Bachelors' degree or equivalent years of professional experience + Minimum of 8 years of relevant experience + Experience in SAP Customer Master Data Maintenance and/or SAP SD + Strong understanding of SAP's Customer Master and SD processes + Ability to travel 0-20%, on average, based on the work you do and the clients and industries/sectors you serve. + Limited immigration sponsorship may be available Preferred: + Familiarity with Informatica and SQL proficiency 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 $113,100 to $188,500. 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. Information for applicants with a need for accommodation: ************************************************************************************************************ EA_ExpHire EA_FA_ExpHire #DeloitteNDO 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.

Deloitte Global is the engine of the Deloitte network. Our professionals reach across disciplines and borders to develop and lead global initiatives. We deliver strategic programs and services that unite our organization. Work you'll do Role requires excellent customer service skills, coordination with stakeholders, in-depth analysis skills, and an ability to resolve requests and questions from requestors. This position will have a broad range of responsibilities with a focus on overseeing the cross-workstream Customer/Client Master Data Management process for all Deloitte member firms served by the global SAP system for finance management, and the global Salesforce system for opportunity and risk management, in addition to establishing governance and controls on the firm's global Master Data Management system on Informatica. Job responsibilities: * Oversight of all end-to-end Customer/Client master data management processes across Deloitte's SAP and Salesforce platforms * Driving discussions to onboard additional business units and geographies onto the current platform * Leading data validation and data quality efforts for integrating additional business units and geographies * Driving innovation, automation and process improvement across the Customer/Client Master domain and related areas * Review of Customer/Client Add/Change requests through SAP, Salesforce and Informatica. * Working with the Technology teams and other GFS areas to deliver efficient solutions. * Monitoring delivery for service level adherence and high data quality * Working with other master data domains such as Vendor Master to identify areas of synergy The successful candidate will possess: * Strong analytical skills with the ability to research and resolve difficult vendor master data-related problems as well as explain firm policies that relate to master data management * Strong presentation/training skills; the ability to organize and develop training plans and materials & present live and virtual sessions to our internal customers * Excellent organizational skills, ability to work autonomously, ability to influence others The team Global Finance Services uses the latest technology and insights to provide Deloitte with a fully-managed, global financial solution. We develop world-class processes that drive efficiency and effectiveness to ensure consistency and compliance across our global network. Qualifications Required: * Bachelors' degree or equivalent years of professional experience * Minimum of 8 years of relevant experience * Experience in SAP Customer Master Data Maintenance and/or SAP SD * Strong understanding of SAP's Customer Master and SD processes * Ability to travel 0-20%, on average, based on the work you do and the clients and industries/sectors you serve. * Limited immigration sponsorship may be available Preferred: * Familiarity with Informatica and SQL proficiency 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 $113,100 to $188,500. 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. Information for applicants with a need for accommodation: ************************************************************************************************************ EA_ExpHire EA_FA_ExpHire #DeloitteNDO 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 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 Services LP, 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. Requisition code: 314501 Job ID 314501

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 ready to support your ideas, build your skills, and expand your professional network. 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 environment where your passions, work, and family can overlap. We want to help you achieve growth by giving you access to smart and supportive people who will listen to your ideas. Armanino Advisory is seeking a highly motivated and results-oriented Business Development Director to join our growing Advisory practice, which includes Finance and Accounting Advisory Services (FAAS), Corporate Finance and Restructuring (CFR), Valuations and Forensics, and Transaction Advisory (TAS). This is a critical "hunter" role responsible for driving net-new revenue by originating and cultivating relationships with middle-market and large enterprise clients, fueling revenue growth through the expansion of our Advisory solutions. The ideal candidate will bring a deep understanding of finance and accounting challenges and a proven track record of identifying, pursuing, and closing complex advisory engagements. This role requires a consultative, strategic mindset, functioning as a trusted advisor who can connect client needs to Armanino's integrated Advisory offerings. Job Responsibilities * Originate New Business: Proactively identify, target, and engage organizations that would benefit from Advisory services across FAAS, CFR, Valuations & Forensics, and TAS. * Client Engagement & Solution Development: Develop long-term relationships with CFOs, finance executives, attorneys, and other senior leaders. Act as a strategic partner, understanding client pain points and aligning them with Advisory services such as finance transformation, restructuring, valuations, technical accounting, or transaction support. * Service Alignment & Resource Matching: Maintain deep knowledge of Advisory service offerings, team capabilities, and availability across FAAS, CFR, Valuations & Forensics, and TAS to effectively match the right resources with client needs, ensuring optimal engagement outcomes. * Relationship Management: Foster ongoing client relationships, ensuring satisfaction, identifying cross-sell opportunities, and securing referrals. * Pipeline Management & Revenue Growth: Build and manage a robust pipeline of qualified opportunities, ensuring efficient progression through the sales cycle. Consistently meet or exceed revenue targets for Advisory services. * Proposal & Deal Structuring: Partner closely with Armanino Advisory leaders and delivery teams to design tailored proposals, presentations, and statements of work. Lead contract negotiations and successfully close complex advisory engagements. * Market Insight & Thought Leadership: Stay current on CFO challenges, finance transformation trends, and market dynamics. Represent Armanino at industry events, conferences, and networking opportunities. Requirements * Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA preferred. * Minimum 10 years of progressive experience in business development, consulting, or professional services with a focus on finance, accounting, or transactions. * Proven "hunter" mentality with demonstrated ability to originate, develop, and close large, complex advisory deals. * Strong understanding of finance and accounting functions, with exposure to areas such as technical accounting, valuations, restructuring, and transaction support. * Exceptional communication, presentation, and interpersonal skills; ability to influence senior executives and build trusted advisor relationships. * Strategic thinker with consultative sales experience and strong problem-solving skills. * Ability to work independently and collaboratively across cross-functional teams. * Willingness to travel as required to meet with clients and prospects. * 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: $175,000 - $225,000 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.

Industry/Sector Not Applicable Specialism IFS - Internal Firm Services - Other Management Level Manager 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 Travel Requirements Up to 20% 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: $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: ***********************************

**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: ***********************************

Industry/Sector Not Applicable Specialism IFS - Internal Firm Services - Other Management Level Manager 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 Travel Requirements Up to 20% 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: $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: ***********************************

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 * Drive business development efforts to generate new opportunities across consulting, tax, audit, CFO Advisory, Business Outsource Accounting, and Strategy & Transformation services. * Identify and engage prospective clients, build relationships, understand business challenges, and present tailored solutions that align with their needs. * Build awareness of Armanino's full suite of services to expand client engagement and cross-sell opportunities. * Maintain and strengthen long-term relationships with existing clients to ensure satisfaction, repeat business, and referrals. * Manage the full sales cycle, including prospecting, qualification, solution scoping, proposal development, and contract negotiation. * Research and qualify leads, continuously building and managing a healthy pipeline of opportunities. * Actively participate in marketing and brand-building initiatives, including webinars, trade shows, and industry events. * Collaborate with practice leaders and subject matter experts to design compelling client solutions and proposals. * Communicate effectively with prospects, clients, and internal teams via phone, email, networking, and in-person interactions. * Work collaboratively in a team-oriented, high-growth environment. Requirements * Bachelor's degree in business, accounting, or related field, or equivalent work experience. * Minimum 7 years of business development or client-facing sales experience within professional services (consulting, tax, audit, or advisory). * Proven track record of building relationships, generating new business, and exceeding revenue targets. * Strong communication, presentation, and negotiation skills with the ability to engage executive-level audiences. * Established business network and ability to develop new client connections across industries. * Ability to manage competing priorities and thrive in a fast-paced, collaborative environment. * 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: $100,000-$200,000 + 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.

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. Armanino is seeking a strategic and results-oriented Director of Business Development to join our growing Tax Services team. This is a newly created leadership position dedicated to driving new client acquisition and generating revenue by identifying, developing, and closing opportunities with prospective clients. The ideal candidate is a proactive and high-performing professional with a strong executive presence and a proven ability to sell complex professional services to senior decision-makers. This role requires a relationship-driven individual who excels at building trust, navigating sophisticated organizations, and delivering measurable growth. This leader will work in close partnership with Armanino's Growth Office. This group includes experienced professionals in marketing, sales enablement, and business development, all of whom support the execution of our go-to-market strategies. Job Responsibilities * Develop and execute a business development strategy focused on acquiring new clients for the Tax Services practice * Identify and cultivate high-value opportunities through proactive outreach, relationship-building, and industry engagement * Build and sustain strong relationships with executives, business owners, and key referral sources across various industries * Collaborate closely with tax practice leaders to align sales initiatives with service capabilities and market demand * Maintain a well-organized pipeline of qualified leads and manage all activity through CRM tools such as Microsoft Dynamics CRM * Leverage firmwide marketing campaigns, thought leadership, and sales tools to support business development efforts * Lead and contribute to the development of client proposals, presentations, and formal responses to RFPs * Represent Armanino at relevant industry events, conferences, and networking forums to build brand awareness and generate leads * Provide regular reporting and insights on pipeline activity, opportunity progress, and sales performance * Share market feedback and insights to help refine sales processes, client onboarding, and go-to-market strategies Requirements * Proven experience in business development or sales, preferably within professional services, consulting, or financial services * Demonstrative success in securing new business through proactive outreach and relationship development * Experience engaging and selling to senior-level decision-makers, including CEOs, CFOs, and board members, as well as influential referral sources * Flexibility to work from home while collaborating in person half the time. Preferred Qualifications * Experience selling or working within tax, accounting, or financial advisory services * Familiarity with tax service offerings "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: $100,000 - $200,000 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.

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: $57,304 -$84,000. For Illinois residents, Washington residents, New York residents, and Southern California residents, the compensation range for this position: $60,320 - $94,900 . 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.

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. For Colorado residents, the compensation range for this position: $108,800 - $148,200. For Illinois residents, Washington residents, New York residents, and Southern California residents the compensation range for this position: $119,700 - $163,000. For Northern California residents, the compensation range for this position: $125,100 - $170,400. 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.

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.

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. Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review the position location for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through 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 market-based starting salaries that are consistent across 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 IL, MA or CO is: $110,000.00 - $130,000.00. In addition to the salary range, this role is eligible for commission.

#LI-OD1 #LI-Hyrbid * 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 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