Entry Level Sales (Remote) Position - TN statewide
Knoxville, TN jobs
We are seeking a driven and engaging individual to join our remote sales team. This role involves utilizing your charisma and communication skills to promote our products and services, building a strong rapport with clients. You will have the opportunity to work in a fun and dynamic environment with a supportive team, while helping others and enjoying uncapped earnings potential as well as career advancement based on merit rather than tenure.Responsibilities
Attend product training sessions and digest product information to effectively promote product
Develop and maintain an extensive knowledge of our products and services
Provide exceptional customer service, managing customer expectations throughout the sales process
Meet and exceed monthly sales targets and key performance indicators (KPIs)
Track and record sales data and customer information accurately in CRM system
Participate in team meetings to discuss progress and areas for improvement
Engage with potential clients virtually through phone and zoom.
Requirements
No experience
High school diploma or GED
Background Check
Authorized to work in US
Minimum Age 18
Weekdays
Day
Evening
Salary: $50,000.00-$75,000.00 per year
Vice President of Mortgage Sales Operations
Remote
Description AmeriSave Mortgage has set the standard in online mortgage lending with over $130 billion in funded loan volume. As one of the top-rated, largest privately-owned online mortgage lenders in the nation, our mission is to deliver beneficial, responsible home lending solutions with unwavering integrity, dedication and excellence. Our employees are the driving force behind our success. We believe in the power of a dynamic and talented workforce and creating an environment where your contributions are not just recognized, they're celebrated. Your success is our success, and we are seeking skilled professionals who are ready to bring their A-game, exceed benchmarks and enhance the overall excellence of AmeriSave, while also growing and advancing their careers. At AmeriSave, we're one team with one shared dream - to be the best. Let's redefine excellence together! What We're Looking For: AmeriSave is seeking a dynamic and results-driven Vice President of Sales Operations to lead our nationwide contact center team , consisting of approximately 200 professionals. This role will focus on driving front-end production, developing the leadership team, optimizing operational efficiency, and delivering customer experiences across all inbound and outbound channels. What You'll Do:
Lead and scale a high-performing, multi-site call center operation supporting mortgage, home equity, and personal loan products.
Develop and execute strategic plans to improve customer satisfaction, operational efficiency, and conversion rates.
Coach and develop high-performing sales professionals, fostering a culture of accountability and excellence.
Monitor daily sales activity, including call performance and client interactions, to ensure consistent execution.
Establish KPIs and reporting frameworks to monitor performance and drive continuous improvement.
Track and analyze performance metrics to identify opportunities for improvement and profitability.
Collaborate cross-functionally with Sales, Marketing, Product, and Compliance to align call center operations with business goals.
What You'll Need:
Proven leadership experience in consumer direct lending, mortgage call center in mortgage, home equity, or personal loans.
Demonstrated ability to coach and scale sales teams effectively.
Excellent communication, strategic thinking, and decision-making skills.
Strong analytical, communication, and change management skills.
Proven success managing large, distributed teams in a high-volume, metrics-driven environment.
Track record of driving revenue growth and operational excellence.
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. ** Compensation: Annual compensation for this position generally ranges from $100,000 - $250,000. Benefits: · 401(k) · Dental insurance · Disability insurance · Employee discounts · Health insurance · Life insurance · Paid time off · 12 paid holidays per year · Paid training · Referral program · Vision insurance Supplemental pay types: · Bonus · Referral bonuses AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
California Consumer Privacy Act Disclosure Acknowledgment
Employment Applicants, New Hires, and Employees Residing in California
AmeriSave Mortgage Corporation's Privacy Policy Statement (“Policy”) can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act (“CCPA”) Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
Auto-ApplyNational Sales Director
Midland, TX jobs
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
About SI Utility SI Utility is a growing leader in utility infrastructure solutions, specializing in steel transmission, substation, and distribution pole structures. As we enter a major national growth phase, we are seeking an experienced, driven sales executive to help lead our expansion across the United States.
Position Summary
The National Sales Director is a senior leadership role responsible for driving sales growth and business development nationwide. This position will develop and execute sales strategies, manage sales teams, oversee major proposals, and build long-term relationships with strategic utility customers.
This role requires a unique blend of technical expertise, commercial leadership, and relationship-driven sales execution in the utility and steel structures market.
Key Responsibilities
Develop and execute a national sales and business development strategy
Create and maintain Pipeline & Opportunities Reports and present regularly to executive leadership
Lead the creation, oversight, review, and approval of proposals in response to RFQs
Provide high-level project oversight, partnering with operations, engineering, and finance to ensure:
Successful execution
Customer satisfaction
Profitability
Hire, lead, and manage Regional Sales Manager(s)
Represent SI Utility at:
Trade shows
Industry and marketing events
Client meetings and promotional events
Manage and oversee third-party marketing companies
Oversee promotional campaigns and products
Build strong, professional client relationships through strategic engagement and entertainment
Maintain national travel averaging 50%
Required Experience & Technical Expertise
Proven success in winning major project awards and executing sales orders
Subject Matter Expert (SME)-level knowledge of:
Steel transmission structures
Substation structures
Distribution pole structures
Manufacturing and commercial execution
Basic understanding of pole design methodology
Strong market knowledge and competitive awareness, including:
Steel poles
Lattice towers
Wood and concrete alternatives
Market competitors and complementary products
What We are Looking For
A proven sales leader with deep technical utility market expertise
Strong strategic thinker with hands-on execution ability
Executive-level communication and presentation skills
A collaborative leader who thrives in a fast-paced, growth-oriented environment
What SI Utility Offers
Competitive executive-level compensation
Performance-based bonus and incentive opportunities
Direct exposure to and partnership with executive leadership
A platform to build and lead a national sales organization
Long-term growth potential in a rapidly expanding company
Flexible work from home options available.
Regional Director - Cybersecurity Sales - MidAtlantic
Columbia, MD jobs
As a Regional Director (RD) at Optiv, you'll lead your team's development to sell more strategic and complex (hardware, software, consulting, services, and financing) multi-year engagements in the Mid-Atlantic Region. You'll build a large sales pipeline, ideally 4 times assigned targets in support of achieving/exceeding assigned targets. The ideal RD will develop and deliver accurate and timely weekly, monthly, quarterly and annual sales forecasts. You will lead your team to execute with discipline and align with Optiv's approach to Force Management and MEDDICC sales process and performance management.
You'll also ensure client engagement strategies are aligned with Optiv's mission, values, culture and value proposition and that they result in employee development and revenue growth. Establish and maintain collaborative and mutually beneficial relationships with Optiv's Core and Select technology partners as well as execute Optiv and vendor partner marketing campaigns. Effectively and collaboratively working with other organizations (Services, Client Operations, Human Resources and Executive Leadership Team) to optimize revenue growth and client satisfaction is a key component of a successful RD. Alongside peer RDs across North America, you will identify, refine and leverage best sales practices.
How you'll make an impact
Unwavering commitment in recruiting, managing and coaching sales professionals to create a culture of success, collaboration and ongoing business goal achievement,
Accelerate revenue growth while developing a strategic relationship with the regional client base.
As a partner to the client executive you will build relationships that solidify Optiv as the primary security solutions provider
Recruit, coach and develop top notch cyber security sales.
Effectively communicate Optiv's value proposition as it relates to security services and technologies expertise and capabilities.
What we're looking for
Proven experience managing security technology and services sales teams over 5-10 years, with a track record of multi-million-dollar gross margin quota attainment.
Experience developing sales professionals, with diplomacy and respect, to enhance performance or manage them out of the business.
Strong business acumen and ability to correlate business goals with business and cyber security risk in support of developing complex security technology and services solutions.
Executive presence and ability to build a strong network of executive relationships to expand client, partner, candidate and internal relationships.
Ability to build and execute territory and strategic account management plans.
Demonstrated ability to build strong and productive business relationships with key executives and sponsors within assigned accounts.
Ability to lead cross-functional dotted-line teams comprised of sales, technical and support personnel in a highly effective fashion.
Strong negotiation, presentation, verbal and written communications skills.
Experience in building and selling complex and multi-year hardware, software, services and financing solutions in Fortune 1000 accounts.
Experience in and knowledge of the IT infrastructure, Risk and Compliance markets and competitors.
Experience selling management consulting services.
#LI-CH1
What you can expect from Optiv
A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups.
Work/life balance
Professional training resources
Creative problem-solving and the ability to tackle unique, complex projects
Volunteer Opportunities. “Optiv Chips In” encourages employees to volunteer and engage with their teams and communities.
The ability and technology necessary to productively work remotely/from home (where applicable)
EEO Statement
Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law.
Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice. If you sign up to receive notifications of job postings, you may unsubscribe at any time.
Auto-ApplyRegional Sales Director - Remote
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.
We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Regional Sales Director? Globe Life is looking for a Regional Sales Director to join the team!
In this role, you will be responsible for working with 4-6 agencies to direct and impact company systems, including training systems, recruiting and onboarding processes, and leadership development and advancement.
This is a remote / work from home position.
What You Will Do:
* Work directly with each Agency Owner to set and implement goals and objectives.
* Mentor middle management to achieve career goals and advancement, including candidates for new Agency Owners.
* Assist Agency Owner with coaching inspection and correction on deviations from systems or objectives.
* Overall Growth of the agencies assigned by implementing & inspecting company systems.
* Other duties as assigned.
What You Can Bring:
* 10+ years insurance industry experience.
* College degree preferred.
* Good communication skills, verbal and written.
* Accountability and conflict resolution skills.
* Computer savvy.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: 7677 Henneman Way, McKinney, Texas
Senior Regional Sales Director - Remote
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.
We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Senior Regional Sales Director? Globe Life is looking for a Senior Regional Sales Director to join the team!
In this role, you will be responsible for working with 4-6 agencies to direct and impact company systems, including training systems, recruiting and onboarding processes, and leadership development and advancement.
This is a remote / work-from-home position.
What You Will Do:
* Work directly with each Agency Owner to set and implement goals and objectives.
* Mentor middle management to achieve career goals and advancement, including candidates for new Agency Owners.
* Assist Agency Owner with coaching inspection and correction on deviations from systems or objectives.
* Overall Growth of the agencies assigned by implementing & inspecting company systems.
* Other duties as assigned.
What You Can Bring:
* 10+ years of insurance industry experience.
* College degree preferred.
* Strong verbal and written communication skills.
* Accountability and conflict resolution skills.
* Computer savvy.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: 7677 Henneman Way, McKinney, Texas
Regional Sales Director - Insurance
Minneapolis, MN jobs
At RiverSource, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client's lives financially, we invite you to take your career to the next level by applying to join our team today!
As a Regional Sales Director, you will work alongside an external wholesaler (Regional Vice President) to increase RiverSource Insurance product sales through the Ameriprise Financial Advisors channel. To be most successful in this role, you will be personable, detail-oriented and motivated by achieving and exceeding sales goals. Day to day you can expect to make proactive outbound sales calls, take inbound sales calls, participate in virtual meetings and occasional large and small group sales presentations all of which will result in increased sales in their respective territory. Other RSDs like this role because it allows them to work in a collaborative, team-based environment where they engage with clients and colleagues, and have meaningful career path.
Remote work is considered for qualified candidates. If you are located close to our Minneapolis Headquarters, hybrid flexibility is offered (three days in office). Ideal candidates will keep Central, Mountain or Pacific time zone working hours.
We pride ourselves in helping our employees build the knowledge and skills to have a successful career in wholesaling, while also create a pathway to other areas of the company, including external wholesaler, field Advisor offices, Marketing, Compliance and more.
Key Responsibilities
* Drive sales by developing, maintaining, and deepening relationships with new and existing financial advisors through proactive outbound calls.
* Influence financial advisors' choices using a consultative sales process. Partner with Regional Vice President (RVP) to develop a business plan, manage a territory, and drive to regional goals and objectives. Answer and convert inbound calls from the territory into additional opportunities to drive sales. Build and maintain relationships with internal and external business partners.
* Use a suite of tools; Encompass, BrentMark, etc., to create illustrations that support recommendations that come out of consultative sales conversations with financial advisors.
* Complete required coursework in order to maintain compliance with state and federal regulations and licenses.
* Prioritize and manage daily, weekly, and monthly workload. Effectively record sales activity and opportunities in order to maximize territory results.
* Complete required coursework in order to maintain compliance with state and federal regulations and licenses. Support corporate initiatives by maintaining knowledge base about key Ameriprise initiatives and assisting in their implementation.
Required Qualifications
* Bachelor's degree or equivalent
* 3 to 5 Years relevant experience
* Series 6
* Series 63/66
* Resident State Insurance Licenses (Variable Life & Life)
* If licenses are lapsed candidate must be able to obtain within 90 days
* Extensive knowledge of insurance products
* Experience in the financial industry preferably in sales and/or wholesaling
* Ability to work in a team and sales/results-oriented environment
* Effective presentation skills
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $55,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
INSUR Insurance
Auto-ApplyManager - National Office
Remote
JOB SUMMARYJoin a dynamic, high-energy team dedicated to achieving excellence in audit quality! If you're looking to grow your career in a public accounting atmosphere while taking on impactful responsibilities and projects with our National Office team, without the demanding busy season hours, this is the perfect role for you. Our team values flexibility, offering remote or hybrid work options, and prioritizes work-life balance to create a supportive and rewarding environment.
The National Office Manager is a core member of the firm's National Office responsible for assisting with the overall administration, direction, and monitoring of the firm's attest practice and system of quality management.
Key responsibilities include assisting in UHY LLP's ongoing implementation of the new quality management standards; International Quality Management Standards (ISQM) promulgated by the International Auditing and Assurance Standards Board, the Statement on Quality Management Standards (SQMS) promulgated by the American Institute of Certified Public Accountants, and the proposed QC 1000 put forth by the Public Company Accounting Oversight Board.
This position collaborates with the other members of the National Office and works directly with the UHY LLP Managing Partner and the UHY LLP Management Committee.
Regular duties include (but are not limited to):
Monitoring of Quality Control with Leadership
Prepare for and participate in UHY LLP Leadership Committee Meetings, which include the bi-weekly UHY LLP Management Committee (Management Committee) meetings and monthly Attest Leader meetings, including preparing recurring data for review and writing new and revising current policies for approval
Understand the New Quality Control Standards as Well as Our Firm's Current System of Quality Management to develop processes, controls, and monitoring to assure compliance
Work with other National Office colleagues to understand and validate our current system of quality management
Develop an understanding of the requirements of the quality management standards put forth by the AICPA, IAASB, and PCAOB
Collaborate with stakeholders across UHY to gain an understanding of the risks to quality objectives as defined by the quality management statements
Assist with the review and documentation of processes and controls, including designing effective monitoring controls to monitor the firm's system of quality management
Train and Educate UHY stakeholders about new quality management standards
Educate stakeholders in the organization about new quality management standards and their importance to the growth and health of UHY
Train stakeholders in understanding their roles in risk assessment and operational processes to identify and mitigate threats to the quality objectives
Design and implement controls to address risks to quality objectives
Design controls to respond to the risks to quality objectives and work with stakeholders to implement controls
Create and document policies and procedures as needed and enhance our system of quality management
Monitoring
Assist with remediation of PCAOB inspection comments, including assessment of root causes of comments, determining the remediation steps required, implementing changes in quality control, and performing a post-implementation effectiveness assessment of the remediation steps taken to be provided to the PCAOB
Designing and operate monitoring controls to assess the effectiveness of our system of quality management
Create documentation and workpapers to record the monitoring of controls and assist those ultimately charged with the responsibility for the system to quality management to determine if the system of quality management is functioning properly
Root Cause Analysis
Perform root cause analysis of identified deficiencies, establish, or revise controls as necessary, implement the necessary changes, and document the process
Evaluate, Develop, and Implement new Audit Software, Tools, and Technology
Lead the National Office team to evaluate the sufficiency of audit software, tools and technology used in our attest practice. Work with cross-functional teams to assess current software needs of the attest practice, identify software solutions, evaluate the viability of solutions, and lead the implementation of new software, including developing practice aids, workpaper templates, and training to support new data analytics software, data validation software, and AI powered audit tools
Supervisory responsibilities
Will supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions or remotely
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
WHAT WE ARE LOOKING FOR
Required education and experience
Bachelor's degree in accounting, finance, or a related field
A minimum of 4 to 5 years of progressive audit or advisory experience in a medium to large public accounting firm or progressive experience at a company subject to ICFR audits.
Active Certified Public Accountant (CPA) license required.
Excellent analytical, technical, and auditing skills including proficiency in US GAAP, GAAS, and PCAOB (Public Company Accounting Oversight Board) rules and standards. Experience with International Standards of Quality Management is beneficial but not required.
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting, and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
DIVERSITY, EQUITY & INCLUSION
We are committed to furthering our DE&I journey through building a diverse professional community based on equitable treatment for all and a collaborative culture that values inclusion.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplyHead of Sales & Growth
San Francisco, CA jobs
Building at Check
At Check,
we make paying people simple
. In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in.
Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses.
Our Team
Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission.
Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size.
The Work
As Head of Sales & Growth, you will lead Check's Sales and Growth teams across the full lifecycle-driving new partner acquisition and scaling post-sales growth. You'll set the vision and drive the strategy, structure, and execution that enable Check and our partners to grow together.
This is a strategic and hands-on role for a leader who pairs commercial thinking with product curiosity. You'll use partner and market insights to shape strategy, inform the roadmap, and drive meaningful growth for our partners and for Check.
In this role, you will:
Lead Check's Sales and Growth teams, fostering collaboration, accountability, and shared success across new partner acquisition and post-sales expansion.
Serve as executive sponsor for key prospects and partners, driving engagement and alignment across the full partner lifecycle.
Act as the voice of the partner in shaping Check's roadmap-advocating for partner needs, surfacing insights, and helping define the company's strategic priorities.
Establish clarity and narrative around partner performance and pipeline, ensuring internal visibility into where we're winning, where we're at risk, and what actions drive faster revenue growth.
Translate product improvements into compelling external messaging, strengthening how Check communicates new capabilities to both prospects and partners.
Bring a CRO mindset to accelerate revenue growth, balancing strategic influence with hands-on execution.
Tools for the job
Many backgrounds could fit this role, but ideal candidates will have some or all of the following:
8+ years of experience in partnerships, business development, or strategic account management, ideally in fintech, SaaS, or platform infrastructure
A strong track record of driving joint growth initiatives and influencing product and go-to-market strategies
A background that blends strategy and execution, such as experience in management consulting, product management, or GTM strategy
Experience leading and developing a high-performing team of managers and senior individual contributors across Sales and Growth
Commercial instincts and comfort owning forecasts and performance metrics
Strong analytical and storytelling skills that help simplify complexity for partners and internal teams
Curiosity for technical products and how they create business value
A collaborative, grounded leadership style that balances strategy and execution
We build best when we come together on level ground.
Travel and Office Policy
The Check team is distributed across the US, with offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team off-sites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in the fall.
For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays, and the team hosts regular happy hours, game nights, etc.
What we offer: (Variable)
For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, up to 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses.
The actual annual salary for this role is dependent on each candidate's experience, qualifications, and work location:
The expected range in San Francisco, NYC, LA, and Seattle is between $200,500 and $220,550, with performance-based compensation also varying between $86,000 to $96,000.
For all other locations, the expected range is between $170,500 and $187,550, with performance-based compensation also varying between $73,000 to $83,000.
We accept applications on an ongoing basis with no specified deadline.
Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity.
Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process.
Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.
Auto-ApplyHead of Sales & Growth
New York, NY jobs
Building at Check
At Check,
we make paying people simple
. In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in.
Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses.
Our Team
Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission.
Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size.
The Work
As Head of Sales and Growth, you will lead Check's Sales and Growth teams across the full lifecycle-driving new partner acquisition and scaling post-sales growth. You'll set the vision and drive the strategy, structure, and execution that enable Check and our partners to grow together.
This is a strategic and hands-on role for a leader who pairs commercial thinking with product curiosity. You'll use partner and market insights to shape strategy, inform the roadmap, and drive meaningful growth for our partners and for Check.
In this role, you will:
Lead Check's Sales and Growth teams, fostering collaboration, accountability, and shared success across new partner acquisition and post-sales expansion.
Serve as executive sponsor for key prospects and partners, driving engagement and alignment across the full partner lifecycle.
Act as the voice of the partner in shaping Check's roadmap-advocating for partner needs, surfacing insights, and helping define the company's strategic priorities.
Establish clarity and narrative around partner performance and pipeline, ensuring internal visibility into where we're winning, where we're at risk, and what actions drive faster revenue growth.
Translate product improvements into compelling external messaging, strengthening how Check communicates new capabilities to both prospects and partners.
Bring a CRO mindset to accelerate revenue growth, balancing strategic influence with hands-on execution.
Tools for the job
Many backgrounds could fit this role, but ideal candidates will have some or all of the following:
8+ years of experience in partnerships, business development, or strategic account management, ideally in fintech, SaaS, or platform infrastructure
A strong track record of driving joint growth initiatives and influencing product and go-to-market strategies
A background that blends strategy and execution, such as experience in management consulting, product management, or GTM strategy
Experience leading and developing a high-performing team of managers and senior individual contributors across Sales and Growth
Commercial instincts and comfort owning forecasts and performance metrics
Strong analytical and storytelling skills that help simplify complexity for partners and internal teams
Curiosity for technical products and how they create business value
A collaborative, grounded leadership style that balances strategy and execution
We build best when we come together on level ground.
Travel and Office Policy
The Check team is distributed across the US, with offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team off-sites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in the fall.
For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays, and the team hosts regular happy hours, game nights, etc.
What we offer: (Variable)
For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, up to 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses.
The actual annual salary for this role is dependent on each candidate's experience, qualifications, and work location:
The expected range in San Francisco, NYC, LA, and Seattle is between $200,500 and $220,550, with performance-based compensation also varying between $86,000 to $96,000.
For all other locations, the expected range is between $170,500 and $187,550, with performance-based compensation also varying between $73,000 to $83,000.
We accept applications on an ongoing basis with no specified deadline.
Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity.
Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process.
Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.
Auto-ApplySenior Sales and Training Manager (Hybrid)
Dallas, TX jobs
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Senior Sales & Training Manager is responsible for performance-driven sales leadership and hands-on coaching and training expertise. This role recruits and inspires a high-performing sales team by modeling best practices in prospecting, pipeline management, and customer service and mentoring and onboarding newly licensed Loan Officers into productive contributors. Duties focus on results and development, setting clear sales goals, monitoring performance metrics, and providing individualized coaching and corrective action plans as needed. This role develops engaging curricula and training assets-from live sessions to digital learning tools-on topics including loan workflows, regulatory compliance, and internal technology platforms. The Sales & Training Manager collaborates cross-functionally with operations, compliance, and IT to ensure seamless process alignment and ongoing professional development.
Job Responsibilities:
Drive the origination of high-quality refinance and purchase mortgage loans.
Recruit and motivate a team of Loan Officers (LOs), fostering a culture of accountability, collaboration, and continuous improvement.
Set and monitor individual and sales goals for LOs; track performance metrics and implement corrective coaching plans.
Design and deliver comprehensive origination boot camps for newly licensed LOs, covering loan products, compliance requirements, and internal systems (e.g., Encompass 360).
Lead by example in prospecting, pipeline management, and customer-service excellence.
Serve as LOs primary mentor; conduct one-on-one skill assessments, provide performance feedback, and co-create personalized development plans.
Develop and maintain training materials including classroom guides, e-learning modules, job aids, and micro-learnings on topics such as loan origination workflows (purchase & refinance), third-party vendor processes and compliance (FNMA/FHLMC, FHA/VA, S.A.F.E. Act) and internal platforms and technology roll-outs.
Facilitate live and virtual training sessions, ensuring timely delivery and high engagement; schedule internal CCM training for new LOs as needed.
Partner with operations, compliance, and IT teams to integrate process changes and system updates into training curricula.
Qualifications and Skills:
This role requires on-site presence 2 - 3 days per week.
Minimum 10 years' residential mortgage processing experience.
Experience with originating refinance and purchase loans independently in both consumer-direct and retail channels.
Experience with building relationships, mentoring others, and leading cultural change.
Excellent presentation, facilitation and public-speaking skills.
Excellent instructional design, technical writing and analytical capabilities.
Excellent executive-functioning skills, including exceptional organization skills, attention to detail, enthusiasm, proactiveness, problem-solving, and proficient at managing multiple priorities.
Advanced knowledge of Learning Management Systems (LMS) and virtual-training platforms.
Skill in working in a collaborative, high-volume team setting.
Proficient in Encompass 360 and Microsoft Office Suite. (Word, Excel, Outlook, PowerPoint)
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
Annual Salary: Up to $250,000.00 + consisting of base plus bonus.
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
#LI-CCMREC
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
Auto-ApplySenior Sales and Training Manager (Hybrid)
Dallas, TX jobs
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Senior Sales & Training Manager is responsible for performance-driven sales leadership and hands-on coaching and training expertise. This role recruits and inspires a high-performing sales team by modeling best practices in prospecting, pipeline management, and customer service and mentoring and onboarding newly licensed Loan Officers into productive contributors. Duties focus on results and development, setting clear sales goals, monitoring performance metrics, and providing individualized coaching and corrective action plans as needed. This role develops engaging curricula and training assets-from live sessions to digital learning tools-on topics including loan workflows, regulatory compliance, and internal technology platforms. The Sales & Training Manager collaborates cross-functionally with operations, compliance, and IT to ensure seamless process alignment and ongoing professional development.
Job Responsibilities:
* Drive the origination of high-quality refinance and purchase mortgage loans.
* Recruit and motivate a team of Loan Officers (LOs), fostering a culture of accountability, collaboration, and continuous improvement.
* Set and monitor individual and sales goals for LOs; track performance metrics and implement corrective coaching plans.
* Design and deliver comprehensive origination boot camps for newly licensed LOs, covering loan products, compliance requirements, and internal systems (e.g., Encompass 360).
* Lead by example in prospecting, pipeline management, and customer-service excellence.
* Serve as LOs primary mentor; conduct one-on-one skill assessments, provide performance feedback, and co-create personalized development plans.
* Develop and maintain training materials including classroom guides, e-learning modules, job aids, and micro-learnings on topics such as loan origination workflows (purchase & refinance), third-party vendor processes and compliance (FNMA/FHLMC, FHA/VA, S.A.F.E. Act) and internal platforms and technology roll-outs.
* Facilitate live and virtual training sessions, ensuring timely delivery and high engagement; schedule internal CCM training for new LOs as needed.
* Partner with operations, compliance, and IT teams to integrate process changes and system updates into training curricula.
Qualifications and Skills:
* This role requires on-site presence 2 - 3 days per week.
* Minimum 10 years' residential mortgage processing experience.
* Experience with originating refinance and purchase loans independently in both consumer-direct and retail channels.
* Experience with building relationships, mentoring others, and leading cultural change.
* Excellent presentation, facilitation and public-speaking skills.
* Excellent instructional design, technical writing and analytical capabilities.
* Excellent executive-functioning skills, including exceptional organization skills, attention to detail, enthusiasm, proactiveness, problem-solving, and proficient at managing multiple priorities.
* Advanced knowledge of Learning Management Systems (LMS) and virtual-training platforms.
* Skill in working in a collaborative, high-volume team setting.
* Proficient in Encompass 360 and Microsoft Office Suite. (Word, Excel, Outlook, PowerPoint)
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
* Annual Salary: Up to $250,000.00 + consisting of base plus bonus.
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
#LI-CCMREC
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
Head of Retail & Services - Central/East Merchant Sales, ICG
Remote
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
Job Description
Are you ready to bring a strategic vision that inspires and leads a high-performing sales team? Do you thrive on setting ambitious goals and motivating others to achieve them?
Drive growth and lead a high-performing sales team in a fast-paced banking environment as Head of Retail & Services - Central/East Merchant Sales, ICG. This role focuses on setting bold goals, crafting innovative strategies, and building strong customer and industry relationships. If you're ready to shape market success and make a measurable impact, this is your opportunity.
Lead and inspire a high-achieving sales team focused on delivering banking products and services within a defined region or industry segment. This role combines strategic leadership with hands-on execution to drive growth and strengthen customer relationships.
Key Responsibilities
Oversee and guide a team of sales professionals, ensuring alignment with revenue, volume, and market share objectives.
Directly manage key client relationships and support your team in closing opportunities with customers and prospects.
Set and achieve ambitious sales goals, budgets, and marketing strategies for assigned products and services.
Build and maintain profitable customer relationships while identifying market trends and competitor actions to stay ahead.
Develop and manage the annual budget for your area, ensuring financial targets are met.
Foster partnerships with industry associations to expand influence and market presence.
Train, motivate, and provide daily leadership to your team, creating an environment of growth and success.
Basic Qualifications
Bachelor's degree, or equivalent work experience
Typically eight to 10 years of relevant experience
Preferred Skills/Experience
Advanced knowledge of sales and sales strategies
Effective verbal and written communication skills
Strong management and leadership skills
Demonstrated new business development and relationship management skills
Effective customer service/relations skills
Thorough knowledge of banking products/services, banking operations, and current market trends
Ability to make important decisions independently
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Auto-ApplyStrategic Sales Manager - Photographer Products
Remote
Strategic Sales Manager - Photographer Products will be responsible for onboarding photography companies to CubiCasa's floor plan platform. This role requires a customer-focused professionalwho can build strong relationships, provide exceptional support, and ensure a seamlessonboarding experience. The ideal candidate will have a blend of project management, technicalproficiency, and customer success expertise.
Currently, we are welcoming applications from candidates residing in the following states: Alabama, California, Florida, Illinois, Michigan, Minnesota, Mississippi, Nevada, North Carolina, and Washington.What You Will Work On
Guide photography companies through the onboarding process, ensuring they understand the platform's features and benefits.
Provide personalized training sessions (virtual or recorded) tailored to client needs.
Collaborate with internal teams to ensure all onboarding milestones are met.
Serve as the primary point of contact for assigned accounts, building strong and lasting relationships.
Monitor account activity and proactively address challenges or concerns.
Identify opportunities to upsell additional services or features.
Onboard photography companies to CubiCasa's products and services
Provide best practices and recommendations to maximize the value of the platform.
Gather and analyze customer feedback to identify areas for improvement.
Collaboration and Reporting:
Work cross-functionally with Sales, Product, and Customer Support teams to ensure alignment on customer needs.
Report on account activity, onboarding progress, and customer satisfaction metrics.
Address technical or operational issues that arise during onboarding, working with technical teams to resolve them promptly.
Educate clients on troubleshooting steps to enhance their platform experience.
Who We Are Looking For
2+ years in account management, customer success, or related roles.
Experience working with SaaS platforms or digital tools for small businesses is a plus.
Experience in real estate photography, editing or listing media creation is necessary
Strong interpersonal and communication skills, both written and verbal.
Ability to manage multiple accounts and projects simultaneously.
Proficient in CRM tools (e.g., HubSpot, Salesforce) and virtual meeting platforms.
Technical aptitude to learn and explain software features and functionality
A background or familiarity with the photography, real estate, or media industry is preferred.
A customer-first mindset with a proactive approach to problem-solving.
What You Can Expect
Compensation: The base salary for this position ranges from $67,000 - $96,000 base salary, with an on-target bonus up to $40,000 (OTE up to $136,000), depending on your location, experience, and qualifications.
Inclusive benefits package offerings 401k plans and customizable benefits including dental, vision, medical, etc. for you and your dependents.
An innovative culture that understands the importance of quality of work over quantity.
Company supported and employee-driven ambassador groups that promote diversity, working on a hybrid schedule and philanthropy.
Learning and development programs to help advance your career and personal growth.
What We Value
Lead with Collaboration! - Great ideas come from open discussion and teamwork.
Excellence in Simplicity! - Empowering real estate pros with fast, easy floor plans.
Relentless Growth! - Scaling innovation with over 1.2 million floor plans and 35,000+ partners.
Customers First, Always! - Listening, evolving, and delivering top-tier support.
Auto-ApplyStrategic Sales Manager - MLS Partnerships
Remote
CubiCasa is looking for a positive and energetic Strategic Sales Manager - MLS Partnerships to join our sales team to be responsible for generating leads and personally meeting sales goals specific to onboarding new customers to use our real estate prop technology. Duties will include sales presentations and product demonstrations, as well as selling products and negotiating contracts with potential clients.
We are in a high growth state, so this is a fast-paced sales role that will be a fit for passionate and seasoned sales professionals.
In order to be successful in this role, you will need to have a strong background in real estate and real estate technology. A deep understanding of the sales process and dynamics, and superb interpersonal skills at the executive level. Previous experience in a sales role is required.
Currently, we are welcoming applications from candidates residing in the following states: Florida, Alabama, California, Michigan, Minnesota, Nevada, Illinois, North Carolina, Washington, Missouri, Virginia and MississippiWhat You Will Do
Identify, create, develop and manage opportunities in the sales pipelines and sales management platform to achieve sales targets and goals. Identify emerging markets to find new sales opportunities; Define and execute territory sales plans. Research relevant sales targets (verticals, customer segments, etc.) and gather key lead information.
Operate as a trusted advisor to customers or potential customers; develop and maintain strategic working relationships with senior leadership, including those at the executive level. Utilize long term vision, strategy and roadmaps to generate and maintain a constant pipeline.
Develop the closing plan and strategy for accounts with key influencers within the account; lead negotiation and contracting process to ensure deal is closed on time, as forecasted.
Comprehensive understanding of best practices and market trends to proactively educate and influence key executives on future business and technical needs; pursue opportunities for company expansion and integration.
Utilize our CRM/performance management tools to ensure accurate forecasts and develop plans to meet/exceed monthly metrics.
Assist in determining pricing schedules for quotes, promotions, and negotiations.
Preparing weekly and monthly reports, reporting those statistics in team meetings.
Giving sales presentations to a range of prospective clients.
Coordinating sales efforts with marketing programs.
Determine new ways to make products appealing by observing the environment and current trends. Create & execute outbound prospecting campaigns
Visiting existing clients and potential clients to evaluate needs or promote products and services.
Representing the company and generating leads by speaking to our product capabilities at trade exhibitions and conferences.
Become an expert in our product offerings and serve as a go-to source for clients who want more information concerning our products. This may consist of answering client questions about credit terms, products, prices, and availability.
Who You Are
Minimum 3+ total years of relevant sales experience, preferably in real estate technology or software sales roles. Experience should include owning a multi-stakeholder sales cycle and working in partnership with senior level stakeholders.
High comfort level within a startup environment, including an innate sense of urgency, agility, flexibility and an expectation of ambiguity
Proven success closing large, complex sales or strategic partnerships in a startup environment
Experience selling SaaS products is encouraged
A commitment to excellent customer service.
Excellent communication and listening skills. ability to manage and execute all phases of the sales processes, with diligent follow up while strategically leveraging necessary support, needed for success
Superb interpersonal skills, including the ability to quickly build rapport with customers.
Able to work comfortably in a fast paced environment.
What You Can Expect
Compensation: The base salary for this position ranges from $67,000 - $96,000 base salary, with an on-target bonus up to $40,000 (OTE up to $136,000), depending on your location, experience, and qualifications.
Inclusive benefits package offerings 401k plans and customizable benefits including dental, vision, medical, etc. for you and your dependents.
An innovative culture that understands the importance of quality of work over quantity.
Company supported and employee-driven ambassador groups that promote diversity, working on a hybrid schedule and philanthropy.
Learning and development programs to help advance your career and personal growth.
What We Value
Lead with Collaboration! - Great ideas come from open discussion and teamwork.
Excellence in Simplicity! - Empowering real estate pros with fast, easy floor plans.
Relentless Growth! - Scaling innovation with over 1.2 million floor plans and 35,000+ partners.
Customers First, Always! - Listening, evolving, and delivering top-tier support.
CubiCasa is developing the most scalable way to acquire property interior data. How do we do it? We help real estate photographers and realtors to capture floor plans of properties with our easy-to-use mobile app. Since 2015, we have delivered more than 3,000,000 floor plans to thousands of companies.
Auto-ApplyHead of Sales USA (Energy or Utility Exp Required) - Remote
Remote
Our client is world's best engineering & technology service providers. They are multi-billion-dollar technology, engineering, construction, and financial services conglomerate specializing in engineering, procurement, and construction (EPC) projects, high-tech manufacturing, digital transformation and technology services.
Job Description
Region:
USA
Work Environment:
Remote USA
Reporting to:
Global Business Unit Head
Reports:
5 to 6 Senior Sales Managers
Domain Expertise
: Renewable Generation, Transmission & Distribution, Energy Trading
Customer Segment
: Utilities / Energy Markets/Merchants / EPC-Developers / Large Energy Users
Travel Requirement
: Up to 60% (on business needs)
Job Details:
Objective:
As a Head of Sales, America Products & Solutions Sales Team, you will be responsible for driving sales growth and achieving revenue targets within the United States.
Key objective is to establish various management level connects (including C-level) and facilitate/accelerate their digital energy solution leadership in the following domains:
Renewable energy grids and hybrid generation plant control rooms
Power system transmission and distribution (PT&D) control rooms,
Energy markets/transaction involving deal to trading, forecasting scheduling, metering, billing and settlements
Substation automation software, Fault Analysis application and asset management solutions
Enterprise utility IT-OT integration solution across grid operation, asset operation, power procurement operation and meter to bill / customer services operation
Monitoring and Control of Grid interactive distributed energy resources - energy storage, electric vehicles ad demand response.
You will be supported by:
Significant infrastructure powered by 7*24 staffed their Network Operation Center in Fairfield, California to provide best-in-class customer support services for products as well as energy operation
Their uniquely designed products & solutions ensuring the best-value delivery, always a well packaged system built upon their Spark integration platform
Their approach for a dedicated vertical focusing on new emerging areas where solutions require innovation and collaborative development
Their solution tailored to customer's needs by supporting fully configurable and scalable architecture for project specific implementation
In this critical leadership role, you will need a deep understanding of energy consulting and the ability to bridge relationships between them and large electric utility companies, energy service/merchant companies, EPC/developer companies and large energy user companies. By leveraging your experience and expertise, you will engage with key customer executives (C-Suite level) to help shape their energy strategy, position Their solutions as strategic enablers to their goals, and drive revenue through long-term, high-value partnerships.
Key Responsibilities
Sales Strategy & Execution
Develop and execute comprehensive sales strategy to meet year on year targets for their Software Products, Solutions and Services across Americas with main focus on USA, ensuring alignment with their business objectives.
Lead the sales team with focus on large-scale, high-value opportunities with electric utility companies as well as any other customers engaging significant deals, leveraging your expertise to drive solution adoption, build trusted relationships, and influence C-suite decision-makers.
Drive the sales team for sales growth by engaging with utility industry leaders and guiding them through their energy transformation journey using Their innovative solutions in protection, automation, renewables, storage, microgrids, electric vehicles, demand response and cybersecurity.
Consultative Selling & Energy Strategy
Function as a trusted energy consultant for large electric utility companies, providing strategic advice and recommendations on power system optimization, automation, grid resilience, and cybersecurity.
Leverage your deep industry knowledge and experience to assess customer needs, identify gaps, and propose innovative solutions that solve business problems and accelerate utility modernization.
Lead discussions at the C-suite level with utility executives, ensuring that Their solutions align with their long-term energy goals and vision, and guide them in implementing transformative digital solutions.
Expertise in Proposal Development & Bid Management
Lead the preparation and submission of complex proposals in response to RFPs, RFIs, and tenders for large-scale energy projects, ensuring all proposals are comprehensive, customer-centric, and aligned with their business objectives
Collaborate with internal teams (technology development, product management, solution engineering, services, finance, legal) to ensure seamless development of proposals that reflect the right combination of build, buy, partner elements, tailored to each customer's specific needs
Diligent in proposal presentations and negotiations, demonstrating how Their solutions will directly benefit the customer's business and energy infrastructure.
Bridge Relationships with Customer Executives
Build and cultivate long-term relationships with C-suite executives and other senior leaders within large electric utility companies, positioning yourself as a strategic advisor who understands their challenges and objectives.
Leverage your established relationships and consulting expertise to navigate complex decision-making processes and advocate Their solutions as key enablers of energy transformation.
Represent them as a thought leader in the energy sector, building credibility and trust among key utility stakeholders through deep, consultative engagement.
Market Intelligence & Thought Leadership
Stay informed about the latest developments in the energy sector, including emerging trends in smart grids, microgrids, renewables integration and cybersecurity for electric utilities
Use this market intelligence to inform Their sales strategies, ensuring that solutions are aligned with the evolving needs of utilities and the broader energy transition.
Represent THEM at industry events, conferences, and forums, strengthening the company's position as a leader in the energy transformation space.
Customer Engagement & Success
Continue engagement with the customer ensuring successful implementation, meeting customer expectations and driving business values.
Act as a point of escalation for any post-sales issues, ensuring customer satisfaction and creating opportunities for upselling or cross-selling additional solutions.
Work with the customer to ensure long-term value realization from Their products and services, positioning the company as a trusted partner in the customer's energy strategy.
Qualifications
Required Qualifications:
25+ years of experience in sales, business development, or technical sales, with at least 15 years of leadership experience within the electric utility or energy sector.
Demonstrated experience in energy consulting and strategic advisory, particularly with large electric utilities, to address challenges in grid modernization, automation, and energy management.
Proven track record of building and maintaining C-suite relationships within major electric utilities and other significant customers, with experience driving large, multi-million-dollar deals.
Expertise in fast track sales strategy and executing complex sales cycles involving multiple stakeholders.
Strong leadership, communication, and negotiation skills with the ability to influence key decision-makers, especially at the C-suite level in utility organizations.
Deep technical understanding of power systems, automation, microgrids, and cybersecurity solutions in the utility sector.
Excellent consultative selling and critical thinking skills, with the ability to craft customized solutions that deliver measurable business outcomes.
Experience in managing multi-faceted bids and proposals, coordinating cross-functional teams to develop compelling, customer-focused solutions.
Skills & Competencies:
Strong leadership, communication, and negotiation skills with the ability to influence key decision-makers, especially at the C-suite level in utility organizations.
Deep technical understanding of power systems, automation, microgrids, and cybersecurity solutions in the utility sector.
Excellent consultative selling and critical thinking skills, with the ability to craft customized solutions that deliver measurable business outcomes.
Experience in managing multi-faceted bids and proposals, coordinating cross-functional teams to develop compelling, customer-focused solutions.
Additional Information
Sales Incentives and Other Benefits:
401K Match up to 4%
Health, Dental and Vision Insurance
Senior Sales Manager (Pipe Fabrication) - FabLogix
Greenville, SC jobs
Job Description
Together We Build - Partnership, Innovation, Excellence, and Safety
At Kelso Industries, 3,500+ employees across 30 companies work together to deliver exceptional HVAC, mechanical, plumbing, refrigeration, and electrical solutions nationwide. Join us to grow your career, make an impact, and be part of a team where innovation, excellence, and safety come first.
Recruiter Notice: We respectfully ask external recruiters and staffing agencies not to submit candidates. We only accept direct applications.
We are seeking a results-driven Senior Sales Manager with strong industry relationships and direct, proven success in pipe fabrication sales across sectors such as
Process Chemical, Power, Petrochemical, Industrial, Life Sciences, Data Center, and Modular Fabrication (highly preferred)
.
This is a fully remote role (U.S.-based) with ~50% travel required. As the Sales Manager, you will focus on developing new leads and creating bidding opportunities for the company. You'll be expected to travel to our FabLogix facility in Duncan, SC, whenever introducing a new client or prospect to ensure alignment and collaboration with the company leadership team.
Key Responsibilities:
Identify, pursue, and secure new business opportunities within targeted market verticals.
Maintain and grow relationships with key clients, EPCs, facility owners, and general contractors.
Develop and execute strategic sales plans to meet revenue and margin targets.
Collaborate with estimating, engineering, and operations to ensure alignment on scope, pricing, and project delivery.
Lead proposal efforts, including bid strategy, client presentation, and negotiation support.
Provide accurate sales forecasts and reporting to executive leadership.
Represent the company at industry events, conferences, and client meetings to enhance brand visibility and market presence.
Gather market intelligence to inform product and service offering enhancements.
Mentor and support junior business development or inside sales team members, as applicable.
Qualifications & Skills:
7-10+ years of progressive sales experience in pipe fabrication
Demonstrated success selling into the Modular industry (i.e. multi-trade large skids for Data Centers and Life Sciences) and one or more of the following industries: Process Chemical, Power Generation, Petrochemical, and Industrial Manufacturing.
Strong network of existing industry relationships and active contacts.
Deep understanding of pipe fabrication processes, materials (carbon steel, stainless, alloy), and modular skids or rack systems.
Experience selling to both direct owners and engineering, procurement, and construction (EPC) firms.
Excellent communication, negotiation, and presentation skills.
Self-motivated and able to manage a dynamic sales pipeline independently.
Preferred Qualifications:
Experience in Salesforce CRM.
Strong network within the industrial construction, power, chemical or manufacturing sectors. Mission Critical network relationships is a strong plus.
Benefits:
Competitive salary and additional commission-based incentives.
Location flexibility. Work remotely from anywhere in the US.
Health, dental, and vision insurance.
401(k) with company match.
Professional development and career growth opportunities.
Paid time off and company holidays.
This role is ideal for a motivated professional eager to lead projects and drive business growth in the industrial piping sector. If you are passionate about leading growth, we want to hear from you.
Why Join Kelso Industries?
Join us and be part of a team dedicated to creating efficient, sustainable, and high-performance environments that make a lasting impact across the industrial, commercial, and institutional sectors.
Here you will experience:
Growth Opportunities: Develop new skills, take on exciting challenges, and advance your career in meaningful ways.
Company Culture: You'll thrive in an environment that supports your growth, values your contributions, and makes work fulfilling and enjoyable.
Impact: Your work directly contributes to meaningful outcomes, allowing you to see the difference you make and feel a sense of purpose every day.
Competitive Compensation & Benefits: You'll be rewarded fairly for your contributions while enjoying perks that enhance your financial security, health, and overall well-being.
Kelso Industries celebrates diversity and is committed to creating an inclusive environment for all employees. We do not discriminate in any aspect of employment based on race, color, religion, national origin, ancestry, gender, sexual orientation, gender identity and/or expression, age, veteran status, disability, or any other characteristic protected by federal, state, or local employment discrimination laws where Kelso does business
Regional Sales Executive, Great Lakes
Columbus, OH jobs
Regional Sales Executive - SM06IE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
The Great Lakes Regional Sales Executive will direct, implement, and drive The Hartford's Small Commercial sales strategy to grow our industry leading small commercial market share in the Indiana, Michigan, and Ohio. The Great Lakes RSE will realize success by leading a high-performance sales team in developing superior trading relationships with a wide variety of distribution partners and models. This role is responsible for setting priorities for the territory, building a strong team which fosters collaboration and open dialogue, while involving staff in critical decision making and planning initiatives. The RSE is also expected to develop strong relationships with Small Commercial's key trading partners. This position reports to the VP, Midwest Division Sales Executive.
Responsibilities:
Strategy and Market Development:
+ Meet and exceed all Sales Performance Goals including new written premium, total written premium, new policy counts, total policy counts and profit management.
+ Leads the sales team in a variety of geographic territories and drives operating routines to create consistent profitable growth.
+ Leverage data to analyze business trends to prioritize resources and strategies.
+ Balance day to day operational responsibilities while supporting broader strategic initiatives, driving project work to completion
+ Build strong relationships with business partners; successfully navigate the organization driving increased decision effectiveness and execution.
Talent Management:
+ Attract, select, develop, and retain high caliber talent.
+ Provide ongoing coaching, training, and mentoring for sales team members.
+ Ensure sales team leverages all sales tools, technology, and information to support sales efforts; drive consistency and add value to new/existing relationships.
+ Successfully execute the P&C consultative sales process.
+ Remove obstacles and set clear direction for the staff.
+ Foster staff development and establish clear individual and team expectations.
+ Provide timely and constructive feedback to staff and manage performance.
+ Develop and manage talent pipeline to ensure adequate staff levels to meet anticipated business needs.
+ Recognize and reward employees who exceed expectations.
Territory Management:
+ Successfully partner with Underwriting and Product Management peers to develop an aligned strategy to achieve the line of business and industry mix desired to drive profitable growth and increase market share.
+ Develop a thorough understanding of geographic sales territory, including the number and mix of agencies that have the market reach to meet the office's financial objectives.
+ Develop deep knowledge of territorial market conditions to understand how to leverage Hartford products, services and resources within the marketplace to maximize business development opportunities.
+ Align and deploy Hartford resources to capture desired market share in territory.
+ Manage and monitor results to ensure actions and plans produce desired outcomes, adjusting as needed.
Agency Management & Planning:
+ Develop a deep understanding of the agency footprint within the territory; their needs and capabilities.
+ Build and leverage key agency relationships and resources to maximize market share.
+ Provide strategic and operational direction to the sales team to identify and uncover new business development opportunities.
+ Set territory goals and objectives through implementing the sales planning process. Align agency goals thru specific initiatives to drive profitable growth.
Qualifications:
+ A minimum of 7+ years of P&C outside sales, agency/territory management experience
+ A minimum of 5+ years of directly accountability for a sales team, P/L, performance assessments, succession planning
+ Established P&C agency relationships in the Chicago area strongly preferred; Ability to maintain and grow external agency relationships required
+ Highly regarded for leadership capabilities and relationship skills
+ Strong financial, business and sales acumen
+ Solid communication/presentation skills
+ BA/BS degree, advanced degree preferred and/or relevant industry experience and designations (i.e., CIC, CPCU, ARM)
+ The Great Lakes Regional Sales Executive will direct, implement, and drive The Hartford's Small Commercial sales strategy to grow our industry leading small commercial market share in the Indiana, Michigan, and Ohio. The Great Lakes RSE will realize success by leading a high-performance sales team in developing superior trading relationships with a wide variety of distribution partners and models. This role is responsible for setting priorities for the territory, building a strong team which fosters collaboration and open dialogue, while involving staff in critical decision making and planning initiatives. The RSE is also expected to develop strong relationships with Small Commercial's key trading partners. This position reports to the VP, Midwest Division Sales Executive.
Qualifications:
+ A minimum of 7+ years of P&C outside sales, agency/territory management experience
+ A minimum of 5+ years of directly accountability for a sales team, P/L, performance assessments, succession planning
+ Established P&C agency relationships in the Chicago area strongly preferred; Ability to maintain and grow external agency relationships required
+ Highly regarded for leadership capabilities and relationship skills
+ Strong financial, business and sales acumen
+ Solid communication/presentation skills
+ BA/BS degree, advanced degree preferred and/or relevant industry experience and designations (i.e., CIC, CPCU, ARM)
+ Position can be remote or hybrid within Great Lakes Territory
Travel:
Up to 75% travel including some overnight travel.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$140,000 - $210,000
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
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Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
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What It's Like to Work Here (**************************************************
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Senior Manager, Sales Data Strategy
Baltimore, MD jobs
External Description:
The Senior Manager will be responsible for developing and supporting a comprehensive data strategy in line with overall business priorities and Sales Capabilities to lay the groundwork for the long-term vision of a data-driven organization. This person will help major business initiatives succeed by helping business partners in adopting and realizing the expected business value of internal and external data. In this senior position, you will work on "Client Master Data." focus area to establish strategic roadmaps, capability models, governance forums, and oversee execution of programs, initiatives, and protocols.
As part of Global Sales Management (GSM) Business Group, Senior Manager of Sales Data Strategy will work closely with the Sales Enablement (SE) and Sales Intelligence (SI) teams as well as the Chief Data Office (CDO) and interact with other departments within TRP Investment, including Global Marketing, Global Product, CFO/AUM, Investments Operations, and Global Client Account Servicing (GCAS). This person will work with sponsors in US Intermediaries (USI), Retirement Plan Services (RPS), and the Americas, Asia Pacific, and Europe (AAE) sales units to define, socialize, and measure outcomes for data initiatives, and to reach consensus on solutions that meet the needs of each segment while expanding scale and return on investment.
Responsibilities
To make more well-rounded judgments for our BU (Business Units) partners, it is important to encourage communication and collaboration among the GSM extended leaders in the areas where there is heavy engagement on data-related matters.
Tactical decisions should be made in close cooperation with all relevant parties to strike a balance between immediate needs for action and long-term strategic planning.
Assist with GSM and technology-wide data dependencies on critical business activities supported by Data Strategy.
Manage the alignment of sales processes (such as Opportunity Pipeline and at-risk; Segmentation and Tiering; Account Planning) with data needs (vendor/Partner data, internal TRP applications) unique to a given market or country, both in their present and desired states.
Collaborate with TRP's technological partners to create a shared understanding of how data will be used across departments and how it will be shared.
Work with other GSM employees, business partners, and technology partners to develop comprehensive guidelines for finding, using, and retiring external third-party data sets for use in furthering corporate goals.
Work with the Senior Manager of Data Governance and Operations to brainstorm ways to improve the efficiency of the operations team and implement new policies.
Work together on a unified implementation of processes and controls across the whole sales and client data lifecycle, from creation to consumption to integration to eventual disposal.
Spreads the gospel of established processes for tracking and reporting vital sales metrics so that more people can believe the numbers being reported.
Help the GSM team anticipate their future data requirements to reduce data duplication and increase data compatibility. Information security and privacy concerns are raised as appropriate.
All crucial data decisions (such as those involving data sourcing and mastering, data distribution, business rules, etc.) need to be evaluated against defined criteria that are in line with CDO principles and business strategy.
Provides instruction for less experienced professionals and supports employees in the fundamentals of data and data management.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
8+ years of total relevant work experience
Preferred:
Expertise in asset management, sales enablement technology, management consulting, or a closely related profession, as well as extensive expertise establishing and implementing a data strategy.
The proven ability of B2B sales data to generate meaningful business results
A deep understanding of business concerns, needs, and strategies coupled with strong business acumen, drive, and organizational skills.
Familiarity with important data management and analysis terms including "data lake" (mesh), "reference data," "market data," "business glossary," and "Master Data Management."
Prior expertise with relevant sales and analytical systems is preferred, specifically with Salesforce, Snowflake, Analytics tools (Tableau & Alteryx), and Decision models.
Proven ability to synthesize information and make recommendations that influence choices across business functions.
Ability to deal with data and to infer, interpret, and gain insights from it.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home.
City:
State:
Community / Marketing Title: Senior Manager, Sales Data Strategy
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Regional Sales Executive, Great Lakes
Cincinnati, OH jobs
Regional Sales Executive - SM06IE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
The Great Lakes Regional Sales Executive will direct, implement, and drive The Hartford's Small Commercial sales strategy to grow our industry leading small commercial market share in the Indiana, Michigan, and Ohio. The Great Lakes RSE will realize success by leading a high-performance sales team in developing superior trading relationships with a wide variety of distribution partners and models. This role is responsible for setting priorities for the territory, building a strong team which fosters collaboration and open dialogue, while involving staff in critical decision making and planning initiatives. The RSE is also expected to develop strong relationships with Small Commercial's key trading partners. This position reports to the VP, Midwest Division Sales Executive.
Responsibilities:
Strategy and Market Development:
* Meet and exceed all Sales Performance Goals including new written premium, total written premium, new policy counts, total policy counts and profit management.
* Leads the sales team in a variety of geographic territories and drives operating routines to create consistent profitable growth.
* Leverage data to analyze business trends to prioritize resources and strategies.
* Balance day to day operational responsibilities while supporting broader strategic initiatives, driving project work to completion
* Build strong relationships with business partners; successfully navigate the organization driving increased decision effectiveness and execution.
Talent Management:
* Attract, select, develop, and retain high caliber talent.
* Provide ongoing coaching, training, and mentoring for sales team members.
* Ensure sales team leverages all sales tools, technology, and information to support sales efforts; drive consistency and add value to new/existing relationships.
* Successfully execute the P&C consultative sales process.
* Remove obstacles and set clear direction for the staff.
* Foster staff development and establish clear individual and team expectations.
* Provide timely and constructive feedback to staff and manage performance.
* Develop and manage talent pipeline to ensure adequate staff levels to meet anticipated business needs.
* Recognize and reward employees who exceed expectations.
Territory Management:
* Successfully partner with Underwriting and Product Management peers to develop an aligned strategy to achieve the line of business and industry mix desired to drive profitable growth and increase market share.
* Develop a thorough understanding of geographic sales territory, including the number and mix of agencies that have the market reach to meet the office's financial objectives.
* Develop deep knowledge of territorial market conditions to understand how to leverage Hartford products, services and resources within the marketplace to maximize business development opportunities.
* Align and deploy Hartford resources to capture desired market share in territory.
* Manage and monitor results to ensure actions and plans produce desired outcomes, adjusting as needed.
Agency Management & Planning:
* Develop a deep understanding of the agency footprint within the territory; their needs and capabilities.
* Build and leverage key agency relationships and resources to maximize market share.
* Provide strategic and operational direction to the sales team to identify and uncover new business development opportunities.
* Set territory goals and objectives through implementing the sales planning process. Align agency goals thru specific initiatives to drive profitable growth.
Qualifications:
* A minimum of 7+ years of P&C outside sales, agency/territory management experience
* A minimum of 5+ years of directly accountability for a sales team, P/L, performance assessments, succession planning
* Established P&C agency relationships in the Chicago area strongly preferred; Ability to maintain and grow external agency relationships required
* Highly regarded for leadership capabilities and relationship skills
* Strong financial, business and sales acumen
* Solid communication/presentation skills
* BA/BS degree, advanced degree preferred and/or relevant industry experience and designations (i.e., CIC, CPCU, ARM)
* The Great Lakes Regional Sales Executive will direct, implement, and drive The Hartford's Small Commercial sales strategy to grow our industry leading small commercial market share in the Indiana, Michigan, and Ohio. The Great Lakes RSE will realize success by leading a high-performance sales team in developing superior trading relationships with a wide variety of distribution partners and models. This role is responsible for setting priorities for the territory, building a strong team which fosters collaboration and open dialogue, while involving staff in critical decision making and planning initiatives. The RSE is also expected to develop strong relationships with Small Commercial's key trading partners. This position reports to the VP, Midwest Division Sales Executive.
Qualifications:
* A minimum of 7+ years of P&C outside sales, agency/territory management experience
* A minimum of 5+ years of directly accountability for a sales team, P/L, performance assessments, succession planning
* Established P&C agency relationships in the Chicago area strongly preferred; Ability to maintain and grow external agency relationships required
* Highly regarded for leadership capabilities and relationship skills
* Strong financial, business and sales acumen
* Solid communication/presentation skills
* BA/BS degree, advanced degree preferred and/or relevant industry experience and designations (i.e., CIC, CPCU, ARM)
* Position can be remote or hybrid within Great Lakes Territory
Travel:
Up to 75% travel including some overnight travel.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$140,000 - $210,000
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
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