Our client is a third-party administration and consulting firm specializing in employee stock ownership plans. Our client guides privately held businesses through every stage of their employee stock ownership plan journey from feasibility analysis to long-term sustainability.
Location: Appleton, Wisconsin- onsite role
Job Description:
The Senior Business Consultant drives revenue growth by leveraging consultative sales techniques to identify, engage, and secure new business clients through direct prospecting and developing referral partner relationships with consultants already engaged in accounts that align with our client's ideal customer profile. This role focuses on building trusted relationships with senior decision-makers and referral partners, simplifying complex concepts, and closing deals while providing post-sale support to transition clients to internal specialized resources for implementation and ongoing account management.
Responsibilities:
Proactively build and maintain Referral Partner Professional relationships with business advisors inside and outside of the employee stock ownership plan industry.
dictate potential clients and Referral Partner Professionals on financial, tax, and cultural implications of Employee Ownership.
Introduce new service offerings to existing accounts to grow the company's residual revenue stream.
Maintain updated account, contact, and opportunity information in CRM.
Compensation & Benefits:
Base: $90-120k
Projected OTE: (On Target Earnings; includes Base, Comm, Bonus, etc.)
Year 1 OTE = $120-150k+ at 100% of Ramp-up TVC* Goal
Year 2 OTE = $150-200k+ depending on mix of deals closed at 100% of Standard TVC* Goal
Variable Commission: Uncapped variable compensation
Accelerators for exceeding 100% goals
TVC = Total Value Credits
Health - employer pays 60% of the employee's monthly premium
Dental and vision insurance - employee pays 100%
Short and Long term Disability
Life & AD&D Insurance
Health Savings Account & Flexible Spending Account
Company paid holidays
Unlimited PTO
401K with 5% company match
Mileage reimbursement
$150k-200k yearly 60d+ ago
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Solutions Consultant I
Heartland Business Systems 4.1
Consultant job in Little Chute, WI
Full-time Description
An HBS Solutions Consultant I (SCI) is involved in the sales process in all aspects of HBS technology solutions and services as it relates to short and long term goals and strategies of our customers. Not only the SCI is there from the beginning, but also, takes ownership of their customer's journey, building long-term client relationships while serving as a strategic technology and business advisor, helping clients reach their short- and long-term organizational goals. This individual will leverage their expertise and the expertise and skills of the HBS team to uncover customer needs, develop customized solutions, and ensure every interaction culminates in exceptional customer satisfaction.
This is a role designed for those passionate about leading from the front and making a definitive mark on the business landscape.
Roles and Responsibilities/ Essential Functions:
Meet or exceed projected sales goals.
Quote prices, credit terms and other bid specifications.
Analyze the client needs and interests and manage client satisfaction issues.
Answer customers' questions about products, prices, availability, product uses, and credit terms.
Negotiate prices and terms of sales and service agreements.
Maintain customer records, using CRM and other available tools.
Visit establishments to evaluate needs and to promote product or service sales.
Prepare sales contracts for orders obtained and submit orders for processing.
Verify that materials lists are accurate and that delivery schedules meet project deadlines.
Consult with engineers regarding technical problems.
Accurately forecast new business as it is being developed and closed.
Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.
Collaborate with colleagues to exchange information such as selling strategies and marketing information.
Demonstrate and explain the operation and use of technical products to clients through telephone and in-person calls and presentations.
Promote company ability, reputation, products, systems, new techniques and other specialized technical knowledge throughout the particular industry.
Attend sales meetings and read related publications in order to keep current on products applications, technical service, market conditions, competitive activities, advertising, and promotional trends.
Initiate sales campaigns and follow marketing plan guidelines in order to meet sales and production expectations.
Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific products and services.
Study information about new products so that equipment and supplies can be accurately depicted and proper recommendations made.
Compute customer's installation or production costs, and estimate savings from new services, products, or equipment.
Requirements
Competencies:
Accountability - Ability to accept responsibility and account for his/her actions.
Ambition - The drive to achieve personal advancement.
Customer Oriented - Ability to take care of the customers' needs while following company policy.
Decision Making - Ability to make critical decisions while following company procedures.
Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
Motivation - Ability to inspire oneself and others to reach a goal and perform to the best of their ability.
Presentation Skills - Ability to effectively present information publicly.
Relationship Building - Ability to effectively build relationships with customers and co-workers.
Required Experience:
2 - 5 years of related sales experience
Preferred Experience:
Mentor or leadership experience
Required Skills, Education and/ or Certifications:
Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
High School Diploma or equivalent
Preferred Skills, Education and/ or Certifications:
Bachelor's Degree
Equal Opportunity Employer - Including Disabled and Veterans
#HBS
$69k-103k yearly est. 34d ago
Safety Services Consultant Sr (Ergonomics Specialist)
Sentry Insurance 4.0
Consultant job in Appleton, WI
As a Safety Services Consultant Senior/ Ergonomics Specialist, you will work with Corporate Risk Management and Plant/Facility Management contacts as well as brokerage firms. Sentry's dedication to customer service is embodied by our best employees. At Sentry, our associates take care of our customers with a passion for service and delivering business results. We are currently seeking an experienced, self-motivated and results driven individual to fill an open position in our National Accounts Risk Control Division.
As a Safety Services Consultant Senior/Ergonomics Specialist, you will work with Corporate Risk Management, Safety Management, and Plant/Facility Management contacts as well as brokerage firms in Wisconsin coordinating Safety, ergonomic and Industrial Hygiene Services for our causality line of business for our National Account customers (large deductible programs).
What You'll Do
The following are some of the responsibilities of the National Account Risk Control Consultant Senior that would reside in Madison, Appleton, or Milwaukee, Wisconsin.
* Design, develop and manage Service Plans for large, multi-location National Accounts and coordinate service activities (casualty services) with other National Account consultants/staff specialists.
* Plan and deliver Safety/Risk Management services to our National Account customers to include Safety Program Assessments/Gap Analysis, Leadership and Safety (Compliance) Training, Program Development, Loss Analysis & Benchmarking, Ergonomic and Machine Guarding Assessments, and assistance in Safety Culture Development.
* Ergonomic Assessments: Conduct detailed on-site and remote evaluations of workstations, assembly lines, and industrial tasks to identify risk factors like repetitive motion, awkward postures, and excessive force.
* Technology Utilization: Use advanced tools, such as AI-based video analysis or postural software, to quantify job-related risks and provide data-driven reports.
* Develop, coordinate, and conduct safety training programs and seminars for insured and non-insured customers to educate management and elevate their understanding and awareness of safety, OSHA, loss potential and injury reduction techniques.
* Maintain proficient knowledge in all aspects of Safety Management Practices and demonstrate technical expertise in specialty area(s) such as Ergonomics, Machine Guarding, Behavior Based Safety, Accident Investigation Principles & Root Cause Analysis, Safety Culture Development, Metric Development, OSHA Compliance, Fleet Safety, and Product Liability.
* The National Account Risk Control Consultant Sr. enhances the client's technical knowledge and expertise through professional seminars and topic research as advances occur.
What It Takes
* Four-year degree in Occupational Safety, Human Factors, Ergonomics, Kinesiology, or Physical Therapy is preferred, or equivalent work experience
* 5+ years of advanced knowledge in Safety/Ergonomics with a National Property & Casualty Insurance Carrier preferred
* Extensive experience in coordinating and servicing large or multi-location National Accounts
* Knowledge of OSHA, ANSI, NFPA Standards
* Certified Safety Professional (CSP), or willingness to pursue is desired
* Certified Professional Ergonomist (CPE) highly preferred
* An acceptable motor vehicle record and ability to perform extensive travel is required (50% travel)
What You'll Receive
At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you'll receive.
* Generous Paid-Time Off plan for you to enjoy time out of the office.
* Company vehicle with gas card
* 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
* Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle.
* Extensive Work-Life Resources to lend a helping hand.
* Sentry Foundation gift matching program to encourage charitable giving.
* Continue your education and career development through Sentry University (SentryU).
About Sentry
We take great pride in making Forbes' list of America's Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.
Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we're one of the largest and financially strongest mutual insurance companies in the United States. We're rated A+ by A.M. Best, the industry's leading rating authority.
Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.
Get ready to own your future at Sentry. Opportunities await!
Talent Acquisition Specialist
Esbeidy Guevara
**************************
Equal Employment Opportunity
Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.
$94k-112k yearly est. Auto-Apply 9d ago
Technology Business Consultant Senior, IST
FIS Capital Markets 4.4
Consultant job in Lake, WI
About FIS
Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.
About the team
IST MAS, Data Navigator are the Proprietary products of FIS that are developed using open system technologies. IST MAS is responsible for Acquirer settlement for calculating the fee and producing the settlement file and GL files at the end of the day. The application is also responsible for processing various inbound and outbound files coming from card schemes.
Data Navigator can perform many of the back-office functions like transaction search, dispute management, reconciliation with network entities, providing data extracts for data warehousing, dashboard, and reporting applications.
These products are developed using C++, SQL server; Reporting applications are developed using Databricks and Python.
As FIS professional services team we provide support to implementation and installation support for IST MAS, Data Navigator customers.
What you will be doing
Understand the business requirements as per Customer specification & Network updates; Conduct meetings with Customers & Stake holders to refine the requirements and estimate time for implementation of change. Provide high level design and ensure that all requirements are addressed.
Perform code changes in the modules to support the new functionality or enhancement. Prepare summary reports once the project is completed that covers defects identified, code coverage.
Understand bugs identified in the production and provide fix as per SLA.
Perform code changes and unit test & ensure no bug in code change.
Provide installation and maintenance support for customers.
Participate in requirement gathering and prepare detail design.
Provide certification testing or any testing support to customers.
Bonus if you have
Good to have knowledge in Databricks, but not mandatory.
Any knowledge on card production and maintenance is preferred.
Knowledge of settlement and recon is a plus.
Python programming experience is preferred.
What you bring
Extensive Knowledge of IST MAS product or Data Navigator.
Installation and Maintenance of IST MAS, IST Switch and Data Navigator.
Programming knowledge of C++, SQL Server.
Experience in Configuration Repository tool.
Experience in batch maintenance.
What we offer you
• Flexible and creative work environment.
• Diverse and collaborative atmosphere.
• Professional and personal development resources.
• Opportunities to volunteer and support charities.
• Competitive salary and benefits.
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
#pridepass
$58k-83k yearly est. Auto-Apply 37d ago
Infor Syteline Consultant
Banyan Software
Consultant job in Green Bay, WI
About Banyan:
Banyan Software provides the best permanent home for successful enterprise software companies, their employees, and customers. We are on a mission to acquire, build and grow great enterprise software businesses all over the world that have dominant positions in niche vertical markets. In recent years, Banyan was named the #1 fastest-growing private software company in the US on the Inc. 5000 and amongst the top 10 fastest-growing companies by the Deloitte Technology Fast 500. Founded in 2016 with a permanent capital base setup to preserve the legacy of founders, Banyan focuses on a buy and hold for life strategy for growing software companies that serve specialized vertical markets.
About The Lake Companies:
Founded in 1983, The Lake Companies, Inc. provides solutions to discrete manufacturers in Wisconsin, Minnesota, and Upper Michigan. As a certified Channel Partner of Infor Global Solutions, The Lake Companies, Inc. is committed to building ongoing relationships with our customers to help them improve performance within their organizations, maximize profits, and become more responsive to their customers. The Lake Companies, Inc. firmly believes in leveraging innovation and technology to give your company the competitive advantage it needs to grow in the ever-changing business world.
Job Profile:
Are you a skilled developer with Microsoft T-SQL and C# experience? We're seeking a talented Contractor to join our team and drive the conversion of T-SQL to C# within Infor Syteline (CloudSuite Industrial) ERP. This exciting opportunity involves collaborating with internal technical teams, while contributing to our rapidly advancing cloud initiative. Whether you're working remotely or in a hybrid setting, this 6 to 8 month contract comes with the potential for renewal.
Responsibilities:
As a Technical Consultant, you will:
Design and thoroughly document code conversion.
Collaborate closely with technical teams to deliver high-quality C# solutions.
Provide support and training to other technical team members.
Troubleshoot and resolve technical issues, ensuring smooth transitions during the conversion process.
Qualifications for Success:
The ideal candidate will possess:
A solid track record with 4 years of experience in C# and VB.net development.
Proven expertise with 4 years of experience in MS T-SQL.
Hands-on experience working with SQL connections and objects in VB.net/C#.
A post-secondary diploma or degree in Computer Science or a related field (or equivalent experience).
Excellent communication skills to effectively convey complex technical concepts.
Strong problem solving and troubleshooting skills to tackle challenges head-on.
If you are ready to engage in this exciting project, contribute to cutting-edge cloud development, and showcase your development expertise, we invite you to apply. Join us in shaping the future of The Lake Companies!
The Lake Companies encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.
$65k-89k yearly est. 60d+ ago
IRIS Consultant - Brown/Kewaunee County
LSS 4.0
Consultant job in Green Bay, WI
ð Now Hiring: IRIS Consultant
ð
Brown/Kewaunee County, WI (Hybrid Role)
ð
Full-Time | 40 hrs/week | 8 AM - 5 PM
ð
Travel Required (30-50%)
ð¼
Benefit Eligible
Are you passionate about empowering others to live independently and direct their own care? Join Lutheran Social Services of Wisconsin and Upper Michigan as an IRIS Consultant and help individuals shape meaningful lives through the IRIS Program (
Include, Respect, I Self-Direct
). ð
As part of our ICA Team, you'll work in a social services capacity to support participants in maintaining autonomy, ensuring health and safety, and navigating long-term care services. This role will be based out of Brown and Kewaunee Counties, but will also travel into surrounding areas.
ð§ What You'll Do
ð¤ Build trusting relationships with participants
ð Assist in developing IRIS Support and Services Plans
ð Maintain monthly contact and quarterly visits
ð§ Help participants understand and maintain IRIS eligibility
ð§ ð¤ ð§ Connect with local agencies and ADRCs to expand service options
ð Document all contacts and visits in required systems within 2 business days
𧪠May conduct annual Long-Term Care Functional Screens
ð¡ Work independently while collaborating with a supportive ICA team
ð Perks & Benefits
ð Public Service Loan Forgiveness (PSLF) eligibility + support navigating PSLF
ð¥ Medical, Dental & Vision Insurance
ð³ Flex Spending (Health & Dependent Care)
ð Mileage Reimbursement
ðï¸ Paid Time Off + 10 Paid Holidays
ð° 403B Retirement Contribution
ð Annual Raises
ð§ Calm Wellness App - Premium Access
ð¸ Early Earned Wage Access (UKG Wallet)
ð§ âï¸ Employee Assistance Program
ð Service Awards & Recognition
ð Qualifications
ð Bachelor's degree in social work, psychology, human services, or related field OR 4+ years of direct experience in social services with seniors or individuals with disabilities OR Current IRIS Consultant in good standing with DHS exemption
ð Bilingual in Spanish, Hmong, Arabic, Russian, or other languages is a plus!
ðª Strong commitment to participant autonomy and meaningful living
ð» Comfortable with smartphones, tablets, and computer systems
ð§ Knowledge of human behavior, social interaction, and community resources
ð¤ Willingness to serve diverse populations with respect and empathy
ð Requirements
Valid driver's license & reliable transportation
Satisfactory driving record per LSS Driver Safety Procedure
Ability to meet LSS auto insurance requirements
⨠Ready to make a difference? Apply today and help individuals lead empowered, self-directed lives through the IRIS Program!
LSS is an Equal Opportunity Employer (EOE).
$70k-99k yearly est. 15d ago
Business Analyst - Transfer Agent Projects (f/m/d)
Deutsche Borse Group
Consultant job in Luxemburg, WI
Your career at Deutsche Börse Group Your area of work: FundsDLT, part of the Deutsche Börse Group and Clearstream Fund Services, is revolutionizing the fund industry through innovative blockchain technology. Our cutting-edge platform, powered by Distributed Ledger Technology (DLT) and Azure Cloud, is transforming how fund services are delivered.
We're seeking a motivated Transfer Agent Business Analyst to join our dynamic team. In this role, you'll bridge the gap between Transfer Agent business needs and technical solutions, focusing on fund services, particularly in TA or Distribution platforms. This position is open to candidates with solid business analysis skills and a strong technical appetite.
Your responsibilities:
* Collaborate with stakeholders to gather and analyse requirements
* Translate business needs into clear technical specifications
* Create and manage user stories, process flows, and prototypes
* Participate in Agile ceremonies and contribute to continuous improvement
* Work closely with product owners to maximise business value
* Ensure effective communication between technical and business teams
* Support solution design and testing of new functionalities
* Monitor and report on project changes and progress
* Analyse and test new connectivity solutions (SWIFT, SFTP, API, etc.)
* Provide functional expertise on TA applications (Multi-funds TA and related systems)
* Prepare documentation to support process evolution and production rollout
* Assist with onboarding activities and training sessions for stakeholders
Your profile:
* Bachelor's/Master's degree in Finance, Management, Engineering, or related field
* 2+ years of experience in business analysis within fund distribution or TA
* Knowledge of TA activities and Fund Distribution
* Process flow analysis and data modelling capabilities
* Technical curiosity and willingness to learn (e.g., APIs, connectivity protocols, database queries)
* Proficiency in creating technical documentation
* Strong analytical and problem-solving skills
* Ability to organise and deliver documentation and training
* Knowledge of alternative funds (REPE, Hedge...) is an advantage
* Familiarity with Agile methodologies
* Experience with requirement gathering techniques and documentation
* Knowledge of AML/KYC/screening processes is considered as an advantage
* Excellent communication skills in English (French is a plus)
$67k-90k yearly est. 8d ago
Senior ESOP Administration Consultant
Transition Finance Strategies LLC
Consultant job in Appleton, WI
Job DescriptionDescription:
Where Technical Expertise Meets Purpose-Driven Impact
Use your ESOP expertise to help employees across the country build financial independence.
At Blue Ridge Associates, we don't just administer retirement plans - we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees to take ownership of their financial futures.
We're proud to be one of the top ESOP administration firms in the nation, serving a wide range of businesses that believe in sharing success with their people.
Whether remote or based in one of our seven offices across the country, our team works together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.
About Blue Ridge Associates
We are a professional services firm providing third-party retirement plan administration services to companies that sponsor ESOPs, 401(k), and other qualified retirement plans. Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL, Pasadena, CA, and Maple Grove, MN - but our clients span the country. We are one of the top two firms nationwide for ESOP recordkeeping and administration, and we continue to expand our services in 401(k), defined benefit, and cash balance plans.
That's Where You Come in as a Senior ESOP Administration Consultant
Blue Ridge Associates is seeking a Senior ESOP Administration Consultant to manage complex plan engagements and serve as a technical expert and trusted resource for both clients and teammates.
As a Senior Consultant, you will be primarily responsible for:
Administering a caseload of complex ESOP clients
Managing all aspects of plan administration including compliance testing (e.g., 409(p)), allocations, distributions, and recordkeeping
Preparing and reviewing government filings (e.g., Form 5500)
Serving as the main point of contact for client communication
Reviewing plan documents and resolving technical questions
Supporting and mentoring junior team members
Participating in special projects or initiatives as needed
What We're Looking for in a Senior ESOP Administration Consultant
The ideal candidate will be:
Experienced in ESOP administration and compliance
Technically proficient and detail-oriented
Self-motivated with the ability to manage a full caseload independently
Skilled at building strong client relationships
Comfortable working in a fast-paced, collaborative environment
Requirements:
Requirements
Bachelor's degree required (Accounting, Finance, Math, or Economics preferred)
10+ years of experience working specifically with ESOPs
Strong knowledge of ESOP-related compliance testing, including 409(p)
Experience in plan review and technical interpretation
QPA or QKA certification preferred or in progress
Advanced proficiency in Microsoft Excel; strong skills in Microsoft Word
Excellent communication, time management, and problem-solving skills
Ability to work more than 40 hours per week during peak times
Why You'll Love Working Here as a Senior ESOP Administration Consultant
You'll join a company that values hard work, supports each other, and believes in doing work that matters.
We offer:
Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
401(k) with company match + HSA/FSA with company contribution
Generous PTO for vacation, holidays, and parental leave
Support for professional development, certifications, and association dues
A collaborative and inclusive company culture: virtual happy hours, birthday celebrations, and annual gatherings
Employee-led committees and opportunities to participate in charitable initiatives and internal projects
Join Us as We Build Wealth for Generations
Everything we do is driven by our vision:
We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.
We live by our values every day:
Precision - Accurate records, timely and error-free service
Efficacy - Ensuring compliance and guiding clients toward retirement readiness
Advocacy - Supporting regulatory changes that benefit employers and employees
Collaboration - Trusted partners to clients, advisors, and teammates
Excellence - Proactive, personalized, high-touch service in all we do
This is more than a job. It's your opportunity to build a meaningful career while helping others build financial security for life.
Apply now and make a career out of making a difference!
Equal Opportunity Employer
Must be authorized to work in the US.
$83k-111k yearly est. 2d ago
Contractor Consultant - Norman, OK
WEL Companies 4.4
Consultant job in De Pere, WI
Junior Contractor Consultants work to onboard, counsel, and ultimately retain contractors in the LP program that are providing capacity to the approved carrier. They will be a primary advocate for the contractor and will ensure their satisfaction while their contract is current. ESSENTIAL FUNCTIONS Establish and maintain relationships with the contractor group. Assist the contractor throughout the Orientation process. Proactively communicate in order to retain the contractor once onboarded. Counsel the contractor in areas such as, but not limited to, financial budgeting, trip planning, and fuel management. Stay current on prospective leads by monitoring and maintaining lead producing platforms. Converse with candidates to obtain information on driving history, training, education, and skills. Maintain current knowledge of EEO, ADA, and DOT requirements. Perform searches for qualified candidates according to relevant criteria. Contact candidates to inform them of contract possibilities, consideration, and selection. Inform potential applicants about facilities, operations, and opportunities. Validate reference and background checks on candidates. Address civic and social groups and attend conferences to disseminate information concerning possible opportunities. Other duties as assigned. Reasonable Accommodations Statement To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
SKILLS & ABILITIES
Education:
* High School Diploma or equivalent; required
Experience:
* 6+ months of administrative experience; preferred
Computer Skills:
* Knowledge of Microsoft Office Suite; preferred
* AS400 experience; a plus
* Driver Reach experience; a plus
* Ability to learn and use proprietary software; a plus
Essential Skills:
* Ability to professionally work with a diverse group of internal and external individuals.
* Strong, clear verbal and written communication skills.
* Strong attention to details and recording keeping is detail oriented.
* Strong organizational skills.
* Knowledge of Transportation Industry.
* Proactive mindset and strong personal accountability.
* Ability to handle high stress, fast paced environment.
Benefits for Full-Time Employees:
* Health Insurance, Dental Insurance & Vision Insurance after 60 days
* Short Term & Long-Term Disability
* Voluntary Life Insurance, Accident & Critical Illness options
* 401(k) & Roth IRA
* Immediate Accrued Paid Time Off
* Employee Assistance Program (EAP)
* Holiday Pay
* Sick Pay
The family feel is real!
We have built an entire trucking family based on our core values - put people first, explore possibilities, lead the way, and in it together. It is a culture that starts with family ownership and reaches across WEL Companies, from new truck drivers to warehouse workers to shop tractor and trailer technicians to office staff. We then elevate that positive base that enhance lifestyles and drive loyalty from top to bottom.
Culture - YOU belong here
Communication. Relationships. Accessibility. When your part of the WEL Companies team, you are treated like family. Many trucking companies do a decent job with logistics, technology, and compensation. We can do all that, and more … because the value of a positive, supportive open-door culture is priceless.
About WEL Companies, Inc.
In 1975 Wally Tielens and his son, Bruce had a simple vision for a family business that quickly grew into an industry leading refrigerated trucking business. What began as a two-truck business soon blossomed into more than 400 trucks and 700 trailers that provide award winning nationwide service to some of the largest companies in the food, beverage, and dairy industries.
* Certified for ELDT training with the FMCSA in Wisconsin and Florida
* SmartWay Transport Partner & Recognized by The U.S. Environmental Protection Agency
* Ranked in the top 15 of Fueloyal.com Top 25 Refrigerated Companies
* Home to 62 members of the Wisconsin Motor Carriers Presidents Safe Drivers Club
* Top 250 Fleets in America - Commercial Carrier Journal
* 2022 Premier Carrier - FourKites
* Tyson Foods 2022 Premier Carrier of the Year
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
$74k-93k yearly est. 17d ago
Small Business Retail Consultant (Sturgeon Bay, WI)
Nsight 4.0
Consultant job in Sturgeon Bay, WI
Retail & Small Business Sales Consultants connect consumers and small businesses with customized technology solutions, while providing exceptional customer service. They handle sales, both in-store and over the phone, promoting products and services, and may visit small businesses to offer on-site support. With a strong focus on achieving sales targets, these consultants also resolve customer issues and ensure seamless service. Their role requires strong communication, problem-solving skills, and adaptability to the ever-evolving technology landscape.
At Cellcom, we take care of our team with an amazing benefits package, including:
Exclusive discounts on phones & service plans
6% 401(k) match when you contribute 2% to invest in your future
Generous PTO package-because work-life balance matters
Weekend pay differentials for extra earnings
Paid training & professional development to help you grow
Responsibilities & Duties:
Build and maintain relationships with business accounts, promoting customized solutions and expanding service offerings.
Identify, qualify, and secure new small business and consumer accounts, meeting individual KPIs.
Present products using value-based selling techniques and provide exceptional customer service in retail, on-site, and phone settings.
Handle customer inquiries, resolve billing issues, and manage equipment servicing, including software updates and loaner phone preparation.
Support retail operations through tasks like stock management, cash handling, and accurate record-keeping, while maintaining a professional image.
Assist in day-to-day operations at Cellcom retail stores, including customer assistance, inquiries, and representing the brand with integrity and knowledge.
Provide exceptional customer service by understanding customer needs through lifestyle questions and offering personalized product and service recommendations.
Stay updated on the latest technology trends to empower customers with suitable solutions.
Collaborate with team members and perform any other duties as assigned to ensure smooth store operations and customer satisfaction.
Other duties as assigned
Requirements:
High school diploma or equivalent, with a minimum of two years of retail or business sales experience.
Valid driver's license required for on-site visits to small businesses.
Strong interpersonal and communication skills, with a focus on building relationships and providing excellent customer service.
Proficiency in sales techniques, including prospecting, negotiation, and follow-up, with a goal-driven mindset.
Ability to learn and explain technical products, stay current on wireless technology, and adapt to a fast-paced, changing industry.
Individuals who are goal-driven, adaptable, and skilled in relationship building, with a passion for delivering personalized technology solutions and exceptional customer service, would excel in this role.
$47k-59k yearly est. 11d ago
Employment Tax Consulting and Recovery - Manager, Sr. Consultant, Consultant
Ryan, LLC 4.5
Consultant job in Green Bay, WI
Why Ryan? * Hybrid Work Options * Award-Winning Culture * Generous Personal Time Off (PTO) Benefits * 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) * Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement * Benefits Eligibility Effective Day One
* 401K with Employer Match
* Tuition Reimbursement After One Year of Service
* Fertility Assistance Program
* Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
Ryan is expanding and growing our Employment Tax Practice in both Employment Tax Consulting and Employment Tax Recovery. We are adding all levels - Consultant, Sr. Consultant, Manager and Senior Manager. We are also considering Director level too.
Ryan has a hybrid work environment and great benefits. We will consider candidates living anywhere in the USA.
If you are interested and you have Employment Tax experience, contact us. You can apply here or email your resume to one of us on the Strategic Recruiting Team
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Come Be a Part of the EXCITEMENT at Ryan.
The Employment Tax Practice delivers compliance, appeals, and tax advisory services for assigned clients. The team maintains existing client relationships and focuses on Employment Tax management and minimization opportunities as well as risk management opportunities. This includes enforcing policies, standards and guidelines, researching tax issues, preparing memorandums/letters, reviewing federal, state, and local tax returns, reviewing state unemployment insurance rate calculations, preparing and presenting tax assessment appeals and supporting litigation.
The team responsible for understanding federal and state information reporting and tax withholding rules and regulations and to manage large scale reviews of client information reports for the purposes of determining any potential tax/penalty exposure, and also be responsible for reviewing client payroll and information reporting processes and controls, to identify areas of potential exposure and to make recommendations for process improvement.
Duties and responsibilities, as they align with Ryan Key Results
People. The Team works together and depending on the level of role,
* Ensure compliance with company policies, practice guidelines and standards.
* Work closely with other Ryan team members in ensuring that there is no duplication of effort relating to the execution of client projects.
* Work closely with the team in order to build practice knowledge base as well as mentor professionals within the firm.
Client - Duties are dependent on role and level to,
* Develop client workplans and schedules for associated project deliverables.
* Performs services at client location(s) where required.
* Prepares and conducts client presentations.
* Reviews and reconciles client data and identifies tax issues to research.
* Responds to client inquiries and requests from the Internal Revenue Service ("IRS") and state/local tax agencies.
* When required, serves as principal contact for client activity.
* Work on all aspects of the appeal process (informal, formal, and litigation), and reports status and results to the client.
* Assists clients with accruals, budgets, and forecasts.
* Assists with client billing and collections, financial forecasting, and bonus allocations to appropriate group members.
* Communicates new issues, legislative changes, training opportunities, and client needs and strategies.
* Develops new clients, maintains existing clients and broadens practice scope.
Value:
* Manages and monitors all aspects of Employment Tax projects.
* Obtains and reviews federal, state, local tax returns and supporting where required.
* Maintains federal, state, and local as well as international (if required) employment tax calendars.
* Manages the preparation, review, and processing any amended federal/state/local tax returns or other correspondence.
* Manages and assists in the preparation of employment tax and state unemployment insurance appeals.
* Pursues and maintains professional designations (e.g., Enrolled Agent ("EA"), Certified Public Accountant ("CPA"), Certified Payroll Professional ("CPP"), Certified Information Reporting Specialist ("CIRS").
* Participates actively in professional organizations.
* Actively promotes the practice internally and externally to build pipeline of viable employment candidates.
* Performs other duties as assigned.
Education and Experience:
Bachelor's degree or equivalent in Accounting, Business Administration, Finance/Economics, or Taxation required; Master's degree preferred and four to six years of employment tax related experience.
Computer Skills:
To perform this job successfully, an individual must have intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research. Salesforce and Workday experience a big plus.
Certificates and Licenses:
Valid driver's license required. EA, CPA, CPP, CIRS, or other appropriate designation or maintains constant effort to earn designation within two years of taking position.
Supervisory Responsibilities:
Depending on level of role may mean some supervisory responsibilities in accordance with the Firm's policies and applicable laws.
Work Environment:
* Standard indoor working environment.
* Occasional long periods of sitting while working at computer.
* Occasional long periods of standing while copying.
* Position requires regular interaction with employees and clients both in person and via e-mail and telephone.
* Independent travel to conduct field inspections may be required and be up to 50%.
Equal Opportunity Employer: disability/veteran
$90k-116k yearly est. Auto-Apply 45d ago
Express Lube Consultant
Bergstrom Auto
Consultant job in Green Bay, WI
Express Lube Service Consultant
Bergstrom Cadillac Buick GMC of Green Bay At Bergstrom Automotive, we're proud to be Wisconsin's largest dealership, setting the standard for exceptional guest experiences. Our team is driven by innovation, integrity, and a dedication to fostering growth and success for our team members. If you're passionate about delivering outstanding service and growing your career, Bergstrom is the place for you!
What You'll Do
Greet guests promptly and warmly upon arrival.
Review guests' maintenance needs and clearly explain recommended services.
Prepare repair orders with accuracy and attention to detail.
Communicate effectively with the service technicians to ensure timely service completion.
Monitor the status of vehicles and keep guests informed throughout the process.
Ensure an outstanding guest experience by addressing any questions or concerns.
Maintain a clean and organized workspace to reflect Bergstrom's standards of excellence.
Schedule: Monday-Friday / Rotating Saturdays (with a weekday off when you work Saturday)
Annual pay averaging $45,000-$53,000+ year based on $17.00/hour plus a monthly performance based bonuses.
What We're Looking For
Passion for providing exceptional guest service.
Excellent communication and interpersonal skills.
Ability to multitask and stay organized in a fast-paced environment.
Knowledge of automotive maintenance is a plus but not required; training is provided.
Valid driver's license and a clean driving record.
Qualifications
Our Commitment to You
At Bergstrom Automotive, we value our team members and are dedicated to providing a supportive and rewarding workplace. Here's what you can expect when you join our team:
Competitive Compensation
Comprehensive Benefits: Medical, Dental, Vision, Short and Long Term Disability, and Life Insurance (for full-time team members)
Generous Time Off: Two weeks of PTO starting on your first day (for full-time team members)
Exclusive Discounts: Save on vehicles, service, and parts
Financial Security: 401(k) plan with company match (for full-time team members)
Work-Life Balance: Paid holidays (for full-time team members)
Wellness Support:
Wellness Program
Free Team Member Clinic
Access to a Free Health Coach
Employee Assistance Program
Team Recognition: Employee Referral Program
Career Development: Ongoing training and opportunities for growth and advancement
At Bergstrom Automotive, we are committed to fostering a culture where our team members thrive both personally and professionally. Join us and be a part of our dynamic, award-winning team!
Join Wisconsin's Largest and Most Award-Winning Automotive Group!
Bergstrom Automotive, established in 1982 in Neenah, Wisconsin, has grown to become Wisconsin's largest automotive group and a top 50 dealer in the United States. With over 2,300 team members across 40 dealerships representing 36 brands in Green Bay, Kaukauna, Appleton, Manitowoc, Neenah, Oshkosh, Madison, and Middleton, we are proud to deliver exceptional guest experiences every day.
Our team has been consistently recognized by Automotive News as the top dealership group to work for in Wisconsin and one of the best in the United States. We've also earned accolades such as Glassdoor's “Best Places to Work” award and honors from the Better Business Bureau and Time Magazine.
At Bergstrom Automotive, we are deeply committed to giving back to our communities, supporting local organizations such as Make-a-Wish, United Way, and Breast Cancer Research at the Medical College of Wisconsin.
Join us and be part of a team dedicated to excellence, integrity, and making a difference both on and off the lot!
$45k-53k yearly 11d ago
LTFA Consultant - Oshkosh
Clarity Care 3.7
Consultant job in Oshkosh, WI
We are seeking a detail orientated and dependable Long Term Follow Along Assistant to join our HomeCare team!
Shape Our Team. Strengthen Our Mission. Grow Our Future.
Clarity Care is a nonprofit organization dedicated to supporting individuals with varying abilities so they can lead independent, fulfilling lives within their communities. Guided by a strong mission, vision, and set of core values, we strive to be Wisconsin's provider of choice for compassionate, high-quality care. We pride ourselves on delivering services with respect, integrity, and a deep commitment to the people we serve. Our team members help empower individuals by offering personalized programs that honor each person's uniqueness and potential.
Join us in making a meaningful impact and helping individuals thrive in their communities.
Ideal Candidate Profile:
Strong, confident leader who can guide and support diverse teams
Clear and compassionate communicator
Calm and dependable during fast-paced or unexpected situations
Organized and able to manage multiple priorities across different locations
Values person-centered care and respectful support of individuals with disabilities
Approaches challenges with problem-solving and a positive attitude
Builds strong relationships and fosters a healthy team culture
Comfortable learning regulations, procedures, and company standards
Reliable, flexible, and willing to step in where needed
Key Responsibilities:
The LTFA Consultant assists with the day-to-day needs of clients in employment settings through our Community Employment Services (CES) division. They carry out responsibilities in the following functional areas: client rights, job coaching and regulatory compliance.
Ready to Apply? We'd Love to Hear From You!
Apply online: *************************
Call us: ************ ext. 1415
$58k-91k yearly est. 11d ago
IRIS Consultant - Brown County
Lutheran Social Services of Wisconsin and Upper Michigan Inc. 3.7
Consultant job in Green Bay, WI
Now Hiring: IRIS ConsultantGreen Bay (Brown County), WI (Hybrid Role) Full-Time | 40 hrs/week | 8 AM - 5 PM Travel Required (30-50%) Benefit Eligible Are you passionate about empowering others to live independently and direct their own care? Join Lutheran Social Services of Wisconsin and Upper Michigan as an IRIS Consultant and help individuals shape meaningful lives through the IRIS Program (Include, Respect, I Self-Direct).
As part of our ICA Team, you'll work in a social services capacity to support participants in maintaining autonomy, ensuring health and safety, and navigating long-term care services. This role will be based out of Green Bay/Brown County, and will also travel into surrounding areas.
What You'll Do
* Build trusting relationships with participants
* Assist in developing IRIS Support and Services Plans
* Maintain monthly contact and quarterly visits
* Help participants understand and maintain IRIS eligibility
* Connect with local agencies and ADRCs to expand service options
* Document all contacts and visits in required systems within 2 business days
* May conduct annual Long-Term Care Functional Screens
* Work independently while collaborating with a supportive ICA team
Perks & Benefits
* Public Service Loan Forgiveness (PSLF) eligibility + support navigating PSLF
* Medical, Dental & Vision Insurance
* Flex Spending (Health & Dependent Care)
* Mileage Reimbursement
* ️ Paid Time Off + 10 Paid Holidays
* 403B Retirement Contribution
* Annual Raises
* Calm Wellness App - Premium Access
* Early Earned Wage Access (UKG Wallet)
* ️ Employee Assistance Program
* Service Awards & Recognition
Qualifications
* Bachelor's degree in social work, psychology, human services, or related field OR 4+ years of direct experience in social services with seniors or individuals with disabilities OR Current IRIS Consultant in good standing with DHS exemption
* Bilingual in Spanish, Hmong, Arabic, Russian, or other languages is a plus!
* Strong commitment to participant autonomy and meaningful living
* Comfortable with smartphones, tablets, and computer systems
* Knowledge of human behavior, social interaction, and community resources
* Willingness to serve diverse populations with respect and empathy
Requirements
* Valid driver's license & reliable transportation
* Satisfactory driving record per LSS Driver Safety Procedure
* Ability to meet LSS auto insurance requirements
Ready to make a difference? Apply today and help individuals lead empowered, self-directed lives through the IRIS Program!
LSS is an Equal Opportunity Employer (EOE).
$29k-36k yearly est. 17d ago
Dot Net Lead Consultant
Atria Group 4.2
Consultant job in Neenah, WI
We specialize in Staffing, Consulting, Software Development, and Training along with IT services to small to medium size companies. AG's primary objective is to help companies maximize their IT resources and meet the ever-changing IT needs and challenges.
In addition, AG offers enterprise resource planning and enterprise application integration, supply-chain management, e-commerce solutions, and B2B public exchanges and B2B process integration solutions. Our company provides application analysis, design, development and programming, software engineering, systems development, testing, integration, and implementation, and management consulting services to various clients - including governmental agencies and private companies - throughout the United States and India.
We provide these services in multiple computing environments and use technologies such as client/server architecture, object-oriented programming languages and tools, distributed database management systems, state-of-the-art networking, and communications infrastructures. Our honest and realistic approach to recruiting dictates that AG does not entice or lure engineers from their employers. We represent only high caliber technical professionals who have committed to making a change required by career.
Job Description
Mandatory Technical / Functional Skills
Minimum 6+ Years of experience in Dot Net Programming
Hands on experience in asp.net, Vb.net
Strong knowledge of Active Directory and LDAP
Good Knowledge about Excel & Power Shell scripting
Should have knowledge about Incident Management process
Roles and responsibility
Responsible for overall application design and coding for Dot Net Applications
Lead Dot Net Programmers Team
Guide onshore and offshore Dot Net Developers to ensure standards are met
Work with the application development teams throughout the development life cycle
Stay current with emerging industry trends
Ability to take initiative and ownership on tasks
Good written and oral communication
Explain complex design items through documents and white-board sessions
Desirable Technical / Functional Skills
Work with different teams -and the team of programmers to review and redesign Dot Net applications with complete considerations on Infrastructure capability, performance, supportability to achieve end user business results.
Additional Information
GOOD COMMUNICATION SKILLS
DURATION: 12+ months
VISA COPY MANDATORY
$95k-119k yearly est. 3d ago
Senior Solutions Consultant - Microsoft Sales
Heartland Business Systems, LLC 4.1
Consultant job in Little Chute, WI
Job DescriptionDescription:
The Senior Solutions Consultant (SC) - Microsoft Sales position provides a unique opportunity to focus on and grow HBS's strategic relationship and brand within Microsoft by focusing on the joint value proposition of the partner alliance. A successful Senior SC on HBS's Microsoft Sales Team will lead the sales process by aligning our Microsoft technology solutions, building long-term relationships, and serving as a strategic advisor to help customers achieve their business goals. This individual will use their expertise to collaborate with fellow HBS team members and Microsoft's own sellers to identify needs, create tailored solutions, and ensure exceptional customer satisfaction.
We are seeking an experienced Senior Sales Executive with deep expertise in selling Microsoft products and solutions, particularly in the areas of Cybersecurity, Compliance, Modern Work, Cloud, and AI. This is a senior-level role, where the candidate will have a proven ability to engage with clients and drive business without requiring extensive training on Microsoft's portfolio.
Roles and Responsibilities/ Essential Functions:
Identify customer prospects through Microsoft Co-selling, client referrals, association and industry group participation, and conference/tradeshow attendance.
Co-sell with Microsoft by conducting Rhythm of Business (ROB) meetings with sellers, bringing them into established accounts, and selling HBS into their customer base.
Maintain and drive growth in assigned accounts by identifying opportunities to introduce additional HBS and Microsoft solutions and services, thereby enhancing HBS's partnership value and customer satisfaction.
Provide sales support by assisting other HBS Solutions Consultants with selling our Applications (HBS's Microsoft-focused service delivery team) services within their customer base.
Be an expert on Microsoft technologies and products by obtaining certifications (ex. MS-900, AZ-900, SC-900, etc.), engaging in Microsoft's sales meetings, attending conferences, and reading relevant publications on product applications and market trends.
Understand Microsoft's partner sales motions, financial incentives, and go-to market strategies to enrich the sales process within HBS.
Serve as the central coordinator between internal teams and Microsoft to meet partnership goals and drive revenue growth.
Support the HBS technical teams with Microsoft customer references, Win Wires, association of Claiming Partner of Record (CPOR) and Partner Admin Link (PAL), and Microsoft Marketplace offers that align with the fiscal years' solution plays and priorities.
Address customer inquiries on products, services, pricing, availability, uses, and credit terms with expert precision.
Craft compelling proposals covering prices, funding details, and solution design specifics.
Conduct onsite visits, when applicable, to engage with customers to better understand their business needs and build strong partner relationships.
Utilize CRM and Microsoft Partner Center to maintain meticulous customer opportunities and referrals to display the full visibility into the business HBS is driving for Microsoft and HBS leadership.
Forecast sales opportunities accurately as they initiate, develop and close following the Microsoft Customer Engagement Methodology (MCEM).
Collaborate with internal stakeholders to ensure the proper allocation and utilization of engineering resources to drive revenue growth to obtain HBS's key metrics and KPIs within Application and other engineering teams.
Invest in team members' growth and development by exchanging valuable insights and successful selling strategies that drive results.
Demonstrate technical solutions and services by articulating HBS's business value portfolio to clients via calls and presentations with clarity and excitement.
Champion our company's capabilities, reputation, products, systems, services, and cutting-edge techniques across multiple industries nationwide.
Execute integrated sales and marketing campaigns to achieve sales goals.
Meet or exceed sales targets by leveraging dynamic sales strategies (greater than $1,000,000).
Requirements:
Competencies:
Accountability - Ability to accept responsibility and account for his/her actions.
Ambition - The drive to achieve personal advancement.
Customer Oriented - Ability to take care of the customers' needs while following company policy.
Decision Making - Ability to make critical decisions while following company procedures.
Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
Motivation - Ability to inspire oneself and others to reach a goal and perform to the best of their ability.
Presentation Skills - Ability to effectively present information publicly.
Relationship Building - Ability to effectively build relationships with customers and co-workers.
Required Experience:
Proven track record in sales, particularly in technology or consulting services
2-5 years of experience with Microsoft solutions and products
Co-selling with Microsoft sellers and sales teams
Proven leadership in driving complex sales cycles, navigating cross-functional teams, and achieving sales goals. Ability to work independently and lead efforts that result in meaningful revenue growth.
Preferred Experience:
Mentor and leadership experience
Established network within Microsoft
Required Skills, Education and/ or Certifications:
High School Diploma or equivalent
Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Strong ability to build and maintain relationships with customers and partners
Deep understanding of Microsoft technologies and solutions
Proven ability to sell Microsoft solutions across key areas including cybersecurity, compliance, modern work, cloud, and AI.
A recognized and respected personal brand with Microsoft, with a demonstrated track record of success in delivering revenue growth and expanding business in both existing accounts and new logos.
Self-driven and proactive with an entrepreneurial spirit. Capable of building and growing Microsoft sales practice from scratch, identifying new opportunities, and executing strategic sales initiatives.
Preferred Skills, Education and/ or Certifications:
Bachelor's Degree
Microsoft Certifications: AZ-900, AI-900, SC-900, MS-900
Equal Opportunity Employer - Including Disabled and Veterans
#HBS
$86k-119k yearly est. 22d ago
Senior ESOP Administration Consultant
Transition Finance Strategies
Consultant job in Appleton, WI
Full-time Description
Where Technical Expertise Meets Purpose-Driven Impact
Use your ESOP expertise to help employees across the country build financial independence.
At Blue Ridge Associates, we don't just administer retirement plans - we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees to take ownership of their financial futures.
We're proud to be one of the top ESOP administration firms in the nation, serving a wide range of businesses that believe in sharing success with their people.
Whether remote or based in one of our seven offices across the country, our team works together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.
About Blue Ridge Associates
We are a professional services firm providing third-party retirement plan administration services to companies that sponsor ESOPs, 401(k), and other qualified retirement plans. Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL, Pasadena, CA, and Maple Grove, MN - but our clients span the country. We are one of the top two firms nationwide for ESOP recordkeeping and administration, and we continue to expand our services in 401(k), defined benefit, and cash balance plans.
That's Where You Come in as a Senior ESOP Administration Consultant
Blue Ridge Associates is seeking a Senior ESOP Administration Consultant to manage complex plan engagements and serve as a technical expert and trusted resource for both clients and teammates.
As a Senior Consultant, you will be primarily responsible for:
Administering a caseload of complex ESOP clients
Managing all aspects of plan administration including compliance testing (e.g., 409(p)), allocations, distributions, and recordkeeping
Preparing and reviewing government filings (e.g., Form 5500)
Serving as the main point of contact for client communication
Reviewing plan documents and resolving technical questions
Supporting and mentoring junior team members
Participating in special projects or initiatives as needed
What We're Looking for in a Senior ESOP Administration Consultant
The ideal candidate will be:
Experienced in ESOP administration and compliance
Technically proficient and detail-oriented
Self-motivated with the ability to manage a full caseload independently
Skilled at building strong client relationships
Comfortable working in a fast-paced, collaborative environment
Requirements
Requirements
Bachelor's degree required (Accounting, Finance, Math, or Economics preferred)
10+ years of experience working specifically with ESOPs
Strong knowledge of ESOP-related compliance testing, including 409(p)
Experience in plan review and technical interpretation
QPA or QKA certification preferred or in progress
Advanced proficiency in Microsoft Excel; strong skills in Microsoft Word
Excellent communication, time management, and problem-solving skills
Ability to work more than 40 hours per week during peak times
Why You'll Love Working Here as a Senior ESOP Administration Consultant
You'll join a company that values hard work, supports each other, and believes in doing work that matters.
We offer:
Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
401(k) with company match + HSA/FSA with company contribution
Generous PTO for vacation, holidays, and parental leave
Support for professional development, certifications, and association dues
A collaborative and inclusive company culture: virtual happy hours, birthday celebrations, and annual gatherings
Employee-led committees and opportunities to participate in charitable initiatives and internal projects
Join Us as We Build Wealth for Generations
Everything we do is driven by our vision:
We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.
We live by our values every day:
Precision - Accurate records, timely and error-free service
Efficacy - Ensuring compliance and guiding clients toward retirement readiness
Advocacy - Supporting regulatory changes that benefit employers and employees
Collaboration - Trusted partners to clients, advisors, and teammates
Excellence - Proactive, personalized, high-touch service in all we do
This is more than a job. It's your opportunity to build a meaningful career while helping others build financial security for life.
Apply now and make a career out of making a difference!
Equal Opportunity Employer
Must be authorized to work in the US.
$83k-111k yearly est. 2d ago
IRIS Consultant - Appleton/Green Bay Area
LSS 4.0
Consultant job in Appleton, WI
ð Now Hiring: IRIS Consultant
ð
Milwaukee, WI (Hybrid Role)
ð
Full-Time | 40 hrs/week | 8 AM - 5 PM
ð
Travel Required (30-50%)
ð¼
Benefit Eligible
Are you passionate about empowering others to live independently and direct their own care? Join Lutheran Social Services of Wisconsin and Upper Michigan as an IRIS Consultant and help individuals shape meaningful lives through the IRIS Program (
Include, Respect, I Self-Direct
). ð
As part of our ICA Team, you'll work in a social services capacity to support participants in maintaining autonomy, ensuring health and safety, and navigating long-term care services. This role will be based out of the Appleton/Green Bay area, and will also travel into surrounding areas.
ð§ What You'll Do
ð¤ Build trusting relationships with participants
ð Assist in developing IRIS Support and Services Plans
ð Maintain monthly contact and quarterly visits
ð§ Help participants understand and maintain IRIS eligibility
ð§ ð¤ ð§ Connect with local agencies and ADRCs to expand service options
ð Document all contacts and visits in required systems within 2 business days
𧪠May conduct annual Long-Term Care Functional Screens
ð¡ Work independently while collaborating with a supportive ICA team
ð Perks & Benefits
ð Public Service Loan Forgiveness (PSLF) eligibility + support navigating PSLF
ð¥ Medical, Dental & Vision Insurance
ð³ Flex Spending (Health & Dependent Care)
ð Mileage Reimbursement
ðï¸ Paid Time Off + 10 Paid Holidays
ð° 403B Retirement Contribution
ð Annual Raises
ð§ Calm Wellness App - Premium Access
ð¸ Early Earned Wage Access (UKG Wallet)
ð§ âï¸ Employee Assistance Program
ð Service Awards & Recognition
ð Qualifications
ð Bachelor's degree in social work, psychology, human services, or related field OR 4+ years of direct experience in social services with seniors or individuals with disabilities OR Current IRIS Consultant in good standing with DHS exemption
ð Bilingual in Spanish, Hmong, Arabic, Russian, or other languages is a plus!
ðª Strong commitment to participant autonomy and meaningful living
ð» Comfortable with smartphones, tablets, and computer systems
ð§ Knowledge of human behavior, social interaction, and community resources
ð¤ Willingness to serve diverse populations with respect and empathy
ð Requirements
Valid driver's license & reliable transportation
Satisfactory driving record per LSS Driver Safety Procedure
Ability to meet LSS auto insurance requirements
⨠Ready to make a difference? Apply today and help individuals lead empowered, self-directed lives through the IRIS Program!
LSS is an Equal Opportunity Employer (EOE).
$70k-99k yearly est. 29d ago
Dot Net Lead Consultant
Atria Group 4.2
Consultant job in Neenah, WI
We specialize in Staffing, Consulting, Software Development, and Training along with IT services to small to medium size companies. AG's primary objective is to help companies maximize their IT resources and meet the ever-changing IT needs and challenges.
In addition, AG offers enterprise resource planning and enterprise application integration, supply-chain management, e-commerce solutions, and B2B public exchanges and B2B process integration solutions. Our company provides application analysis, design, development and programming, software engineering, systems development, testing, integration, and implementation, and management consulting services to various clients - including governmental agencies and private companies - throughout the United States and India.
We provide these services in multiple computing environments and use technologies such as client/server architecture, object-oriented programming languages and tools, distributed database management systems, state-of-the-art networking, and communications infrastructures. Our honest and realistic approach to recruiting dictates that AG does not entice or lure engineers from their employers. We represent only high caliber technical professionals who have committed to making a change required by career.
Job Description
Mandatory Technical / Functional Skills
Minimum 6+ Years of experience in Dot Net Programming
Hands on experience in asp.net, Vb.net
Strong knowledge of Active Directory and LDAP
Good Knowledge about Excel & Power Shell scripting
Should have knowledge about Incident Management process
Roles and responsibility
Responsible for overall application design and coding for Dot Net Applications
Lead Dot Net Programmers Team
Guide onshore and offshore Dot Net Developers to ensure standards are met
Work with the application development teams throughout the development life cycle
Stay current with emerging industry trends
Ability to take initiative and ownership on tasks
Good written and oral communication
Explain complex design items through documents and white-board sessions
Desirable Technical / Functional Skills
Work with different teams -and the team of programmers to review and redesign Dot Net applications with complete considerations on Infrastructure capability, performance, supportability to achieve end user business results.
Additional Information
GOOD COMMUNICATION SKILLS
DURATION: 12+ months
VISA COPY MANDATORY
$95k-119k yearly est. 60d+ ago
Express Lube Consultant
Bergstrom Auto
Consultant job in Oshkosh, WI
Express Lube Service Consultant
Bergstrom Chrysler Dodge Jeep Ram of Oshkosh At Bergstrom Automotive, we're proud to be Wisconsin's largest dealership, setting the standard for exceptional guest experiences. Our team is driven by innovation, integrity, and a dedication to fostering growth and success for our team members. If you're passionate about delivering outstanding service and growing your career, Bergstrom is the place for you!
What You'll Do
Greet guests promptly and warmly upon arrival.
Review guests' maintenance needs and clearly explain recommended services.
Prepare repair orders with accuracy and attention to detail.
Communicate effectively with the service technicians to ensure timely service completion.
Monitor the status of vehicles and keep guests informed throughout the process.
Ensure an outstanding guest experience by addressing any questions or concerns.
Maintain a clean and organized workspace to reflect Bergstrom's standards of excellence.
Schedule: Monday - Friday 9am - 6pm
Annual pay averaging $45,000+ year based on $17.00/hour plus a monthly performance based bonuses.
What We're Looking For
Passion for providing exceptional guest service.
Excellent communication and interpersonal skills.
Ability to multitask and stay organized in a fast-paced environment.
Knowledge of automotive maintenance is a plus but not required; training is provided.
Valid driver's license and a clean driving record.
Qualifications
Our Commitment to You
At Bergstrom Automotive, we value our team members and are dedicated to providing a supportive and rewarding workplace. Here's what you can expect when you join our team:
Competitive Compensation
Comprehensive Benefits: Medical, Dental, Vision, Short and Long Term Disability, and Life Insurance (for full-time team members)
Generous Time Off: Two weeks of PTO starting on your first day (for full-time team members)
Exclusive Discounts: Save on vehicles, service, and parts
Financial Security: 401(k) plan with company match (for full-time team members)
Work-Life Balance: Paid holidays (for full-time team members)
Wellness Support:
Wellness Program
Free Team Member Clinic
Access to a Free Health Coach
Employee Assistance Program
Team Recognition: Employee Referral Program
Career Development: Ongoing training and opportunities for growth and advancement
At Bergstrom Automotive, we are committed to fostering a culture where our team members thrive both personally and professionally. Join us and be a part of our dynamic, award-winning team!
Join Wisconsin's Largest and Most Award-Winning Automotive Group!
Bergstrom Automotive, established in 1982 in Neenah, Wisconsin, has grown to become Wisconsin's largest automotive group and a top 50 dealer in the United States. With over 2,300 team members across 40 dealerships representing 36 brands in Green Bay, Kaukauna, Appleton, Manitowoc, Neenah, Oshkosh, Madison, and Middleton, we are proud to deliver exceptional guest experiences every day.
Our team has been consistently recognized by Automotive News as the top dealership group to work for in Wisconsin and one of the best in the United States. We've also earned accolades such as Glassdoor's “Best Places to Work” award and honors from the Better Business Bureau and Time Magazine.
At Bergstrom Automotive, we are deeply committed to giving back to our communities, supporting local organizations such as Make-a-Wish, United Way, and Breast Cancer Research at the Medical College of Wisconsin.
Join us and be part of a team dedicated to excellence, integrity, and making a difference both on and off the lot!
The average consultant in Green Bay, WI earns between $56,000 and $103,000 annually. This compares to the national average consultant range of $58,000 to $107,000.
Average consultant salary in Green Bay, WI
$76,000
What are the biggest employers of Consultants in Green Bay, WI?
The biggest employers of Consultants in Green Bay, WI are: