Business Development Manager jobs at Koch Industries

We are seeking a forward-looking, client-facing leader to join our Advisory team. This role will help small and mid-sized enterprises modernize their finance and operations by integrating advanced technology, data strategy, automation, and AI. Working directly with business stakeholders, this leader will shape digital strategy, elevate business intelligence, and build scalable systems. The ideal candidate blends deep technical expertise with business acumen and executive presence, driving measurable improvements in efficiency, profitability, and long-term value. The expectation is this position will be onsite a minimum of 3 days a week, 4 is most ideal. Compensation is outlined below. LOCAL CANDIDATES ONLY! Client facing/consultative experience is required with true hands-on DATA experience. Core Responsibilities: Build, mentor, and scale a high-performing team of BI, data, and transformation professionals to deliver end-to-end services-including process optimization, system implementation, data strategy, and advanced analytics-that drive operational efficiency and strategic decision-making. Execute a growth strategy for the Business Intelligence & Transformation practice, including revenue targets, scalable offerings, and strategic partnerships. Represent the firm in the marketplace through thought leadership, networking, and client acquisition. Guide clients through digital transformation journeys, including process redesign, automation adoption, and data modernization. Serve as a trusted advisor, balancing immediate tactical fixes with long-term transformation roadmaps. Lead executive discovery sessions with CEOs, CFOs, and business owners to identify finance and operations challenges and transformation opportunities. Facilitate deep-dive workshops with client stakeholders to map current-state finance and operations processes, identify gaps and inefficiencies, and design future-state workflows that enable scalability, automation, and stronger decision-making. Solution Architect and oversee implementation of ERP, and operational systems that unify accounting, FP&A, procurement, inventory, and reporting functions. Leverage AI and automation to streamline repetitive finance and supply chain workflows, enhance forecasting, and improve decision-making. Develop advanced FP&A and forecasting models and KPI dashboards that support strategic decision-making and performance tracking (driver-based planning, scenario analysis, working capital optimization). Integrate ERP, data warehouses, and BI tools for real-time visibility into cash flow, margins, supply chain performance, and KPI's. Translate complex technical solutions into actionable business strategies for executive stakeholders. Collaborate with internal and external teams to deliver projects from design through execution, ensuring measurable outcomes. Continuously monitor technology trends introducing innovations that create client advantage. Required Qualifications: Bachelor's degree in Computer Science, finance, accounting or related field. 10+ years of experience in technology advisory, finance transformation, or solution architecture. Prior experience in an accounting, advisory, or consulting firm. Strong client-facing consulting experience, ideally with small/mid-market companies across multiple industries. Proven expertise in ERP platforms (NetSuite, Sage Intacct, Dynamics, Acumatica, Rillet, Deltek, Yardi) and relevant integrations. Proven expertise in FP&A platforms (Anaplan, Adaptive Insights, etc.) and integrations. Familiarity with automation platforms, AI tools, and modern data/BI ecosystems. Deep understanding of finance processes (P2P, O2C, R2R, FP&A) and operational areas like procurement and inventory. Exceptional executive communication, facilitation, and problem-solving skills. Ability to lead cross-functional teams across finance, operations, and technology. Demonstrated use of AI and automation tools within finance, operations, or customer workflows. Track record of developing digital strategies or AI readiness assessments. Industry exposure to real estate, construction, SaaS, professional services, or consumer goods is preferred. Compensation: Target Salary - $250-$300k (commensurate with experience) + discretionary bonus and comprehensive benefits including 401K. "Wiss is committed to fostering a welcoming community. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work. Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin. We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We're building something new-and we're looking for bold, creative, and strategic talent to help shape it. USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission. Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes. Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful. As a strategic Account Manager supporting USAA - you'll lead the development and delivery of integrated communications strategies that inform, engage and inspire. With a strong understanding of the financial services landscape, your part strategist, part storyteller and part project manager - deeply attuned to the business, its people, and the channels that matter. You'll collaborate across Corporate Affairs and act as a connector-bringing strategic thinking, content savvy and rigor to every engagement. You'll bring the ability to quickly understand business goals, navigate functional priorities and translate complex strategies into clear, actionable communications. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX or Plano, TX. Relocation assistance is not available for this position. What you'll do: Provides regular counsel and insight to senior management, company leaders, subject-matter experts, and unit staff to develop highly complex effective communication strategies and tactics in support of enterprise strategic initiatives. Prioritizes highly complex communication projects and ensures they support enterprise plans for employee, member, and public initiatives. Serves as a key influencer and integrator of strategic objectives across the enterprise. Creates strategies that employ communications tactics such as press outreach, online advocacy, social networking internal and external social channels, leadership, and other internal and external communication channels, and publications. Measures the effectiveness of communications strategies to ensure objectives are met. Develops and implements highly complex communications plans in support of business objectives and collaborates with colleagues to support positive business outcomes, protect and enhance USAA's reputation, and engage the company's workforce. Develops, manages and executes effective messaging, collateral, processes and strategies in support of business initiatives, craft key messaging for use with federal and local regulators. Partners with various teams within the Marketing & Communications Organization (e.g. Social Business, Content Strategy & Development) and with key enterprise partners in the development of collateral to be used across all mediums, including print, web, email, video, and social media to help deliver the messages on the identified channels. Maintains a command of USAA strategies and possesses in-depth knowledge of financial services industry issues and trends, and actively seeking to link those issues to ongoing or emerging employee, member and/or public communications opportunities. In support of public affairs, leads and/or partners in the development and implementation of all communications to include crisis management, legislative, regulatory and litigation communications. Manages message development and builds relationships with third-party groups. Develops and manages grassroots communications with influential groups. Develops relationships with the news media to leverage USAA's reputation. In support of social media, partners with the Social Business team to plans, directs, and executes USAA's social media strategy to protect, sustain, and enhance USAA's reputation. Develops and mentors junior team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree in Communications, Journalism, Marketing, or a related degree required OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 8 or more years of progressively responsible experience in internal and/or external communications (including employee communications), preferably within the financial services industry to include media relations experience working with media outlets at national, regional or local levels. Subject Matter Expert writing and editing skills and excellent verbal communication skills. Subject-matter-expert knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required. Subject-matter-expert level in communication industry practices and emerging trends required. Experience in translating business objectives into integrated communication strategies and tactics that drive business performance. Project management and collaboration experience including managing cross-functional projects from inception to completion. What sets you apart: Experience in Financial Service communications and/or working within an agency model in an account management or producer role Strong Project Management skills and experience in PM Tools such as Workfront and/or Asana Enjoys collaborating cross-functionally to enhance business outcomes. Experience in video, radio & photography production. Experience shaping creative communications that are pointed at solving a business challenge. US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $127,310 - $243,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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. 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 Customer Retention Manager? Globe Life is looking for a Customer Retention Manager to join the team! In this role, you will be responsible for directly managing up to 5 production supervisors who oversee teams of part-time Customer Retention representatives and department Team Leads that provide support to the contact center. This role involves providing ongoing guidance, coaching, and professional development opportunities to drive team growth while creating and maintaining a motivating work environment that inspires staff to consistently meet and exceed performance standards. The position requires establishing and maintaining the highest standards of quality and productivity across all contact center operations. The manager serves as the primary escalation point for operational issues and strategic decision-making, analyzing daily performance metrics, and proactively implementing data-driven improvement strategies to drive consistent achievement of departmental Key Performance Indicators and organizational objectives. The role involves partnering with Recruiting to assess staffing needs and ensure optimal team capacity. The manager collaborates with Human Resources to maintain consistency in policy application and appropriately handles disciplinary actions while ensuring detailed, confidential documentation. Additionally, the position ensures all HR processes and personnel actions comply with company policies, procedures, and legal requirements. This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday). What You Will Do: * Manage a diverse team of full-time and part-time staff across multiple levels, including Supervisors, Team Leads, and Call Center Representatives. * Conduct comprehensive annual performance reviews for direct reports and ensure supervisors complete timely evaluations for their team members. * Ensure supervisors fulfill all responsibilities as outlined in the Customer Retention Supervisor Expectations document. * Collaborate with senior leadership to develop strategies and ensure timely, effective implementation. * Leverage technology solutions to optimize multi-channel contact methods and increase customer response rates. * Monitor and evaluate departmental tests and policy changes to ensure expected performance while identifying and addressing adverse trends. * Establish and maintain comprehensive documentation for all business processes with appropriate controls. * Utilize data-driven analysis to continuously optimize call center operations and performance metrics. * Serve as Subject Matter Expert across all areas of responsibility, providing guidance and expertise to the team. * Support testing and implementation of new programs and technologies within the contact center environment. * Partner with the training team to develop and maintain current, effective training programs for new hires and existing representatives. * Communicate with Agency field operations as needed to ensure alignment and support business objectives. * Complete ad hoc requests, as needed. What You Can Bring: * High School Diploma or Equivalent. * Associate degree and/or equivalent work experience. * Minimum 5 years' experience in telemarketing/sales management. * Life insurance or financial industry experience preferred. * Technical Proficiency: Advanced computer skills in MS Office Suite and ability to quickly adapt to evolving technology solutions that address business needs. * Analytical & Strategic Thinking: Strong data analysis capabilities with the ability to translate insights into actionable business recommendations for senior leadership. * Leadership & Communication Skills: Exceptional ability to communicate progress, results, and strategic initiatives to senior leaders while setting clear direction for telemarketing/telesales functions. * Team Development Skills: Proven expertise in developing, motivating, and retaining high-performing staff members. * Problem-Solving Skills: Excellent critical thinking and problem-resolution skills with a results-oriented mindset. * Training & Development Skills: Demonstrated ability to design and deliver effective training programs for telemarketing/telesales teams. 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 401 (k) 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

JobID: 210625717 JobSchedule: Full time JobShift: : You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions goals. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities * Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals * Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase * Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model * Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required * Negotiates leveraging customized proving models with clients to close business * Works with internal partners to ensure successful implementation, product ramp-up * Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required qualifications, capabilities and skills * Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts * Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint * Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes * Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply * Ability to balance needs of clients with associated risks and interests of the firm. * Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments Preferred qualifications, capabilities, and skills * Bachelor's degree in Finance or related field, or equivalent work experience in business to business sales or relationship management role or at least 5 years with related business development experience

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

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

You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team. As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. **Job Responsibilities** + Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry + Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm + Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client + Acquire deep knowledge of company's products and pricing to facilitate sales efforts + Negotiate with clients to price products and services competitively while generating revenue + Maintain sales records and prepare sales reports as required + Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions + Develop a vertical market expertise and become industry expert + Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations **Required qualifications, capabilities and skills** + Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment + Demonstrate critical thinking and problem solving skills + Demonstrate ability to build positive interpersonal relationships with business owners + Demonstrate ability to prioritize and focus on multiple initiatives + Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products + Travel to clients and/or attend Trade-shows **Preferred qualifications, capabilities, and skills** + Bachelor's degree + Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

JobID: 210687277 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Job Title: Head of Client Investments Initiatives Salary/Payrate: $100K-$150K and AWESOME BENEFITS Work Environment: Flexible Term: Permanent or Contract depending on experience Bachelor's degree required: Yes Referral Fee: AMS will pay $500 should the person you refer gets hired Job Description: #LI-JP1 Please send your resume in Word format if you are interested in a Head of Client Investment Initiatives opening with a firm in New Providence, NJ 07974. Salary in the $100K-$150K range + AMAZING benefits. If you are not interested in this position, please pass onto colleagues/associates as we do offer referral fees should they be hired. Our client is seeking a polished, experienced professional with a background in the securities' industry or wealth management industry to lead an initiative of a new business. Unlike traditional financial services roles, this is not a sales or client acquisition position. Instead, the Head of Client Investments will act as a steward relationship partner and thought partner - ensuring that each curated investment opportunity - with our investment partner will be communicated by them with with clarity, elegance, accuracy, and with ease. The initiative will be an independent business - that is non-legal - partnering with a substantial and well-established asset management and private equity firm. This individual will prepare and coordinate meetings for each selected client. Responsibilities Serve as a key client-facing representative for the new investment platform, in partnership with the investments team. Collaborate with the investments team, who will provide the majority of analytics and presentation materials, to ensure clarity and consistency in communications. Present opportunities to UHNW clients with discretion, elegance, and an emphasis on client ease. Draft and refine client communications, memoranda, and reports with impeccable writing and attention to detail. Ensure that financial metrics and materials prepared by the investments team are communicated in a clear, client-friendly way. Work closely with firm leadership to shape the group's strategy and positioning. Maintain the highest standards of confidentiality, professionalism, and client service. Qualifications Prior experience in sales for securities, wealth management, private banking, RIAs, or multifamily office environment is never Strong command of financial concepts and ability to explain them clearly, without needing to perform all analytics independently. Exceptional written and verbal communication skills. Highly organized, detail-oriented, and comfortable managing financial documentation. Elegant presence and ability to engage confidently with sophisticated clients. A collaborative, low-ego professional who values quality of life as much as professional excellence. Active or prior FINRA/SEC licensing (e.g., Series 7/63/65/66) a plus but not required.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** Retain and profitably grow a limited number of our largest and most strategic global and regional commercial card and payment clients. Qualified candidate must provide proactive consultation to develop strong customer relationships and to drive and lead global program growth, profitability and retention. **Responsibilities:** + Create strategic vision and set goals to drive profitable growth and retention across key global and regional customers + Create and own holistic global and regional account business plans that incorporate strategies and actions for: (1) Penetrating customer relationships across business units, service units, and global/regional teams including metrics of success and regular formal reviews, (2) Creating global/regional growth opportunities through proactive consultation and deep understanding of customer end-to-end payment eco-system, (3) Deeping and entrenching customer relationships, from the program level up to the C-suite, and (4) Driving a robust pipeline of opportunities to significantly grow both share of wallet spend and net new spend on American Express products and solutions. + Lead contract negotiation strategy and management for contract renewals, RFP responses, and pricing proposals + Maintaining detailed understanding of customers industries, business and organizational goals and objectives, including but not limited to, a deep understanding of customer financials, business strategy and business risks as it relates to global commercial card and supplier payments, and aligning those customer needs to American Express products and services. + Accountability in developing broad and deep relationships at all levels organizationally, globally, and across a wide scope of American Express teams, customer teams, and 3rd party strategic partners. + Partner, collaborate and provide leadership across American Express global matrix teams to: (1) Cross-sell complimentary products and services designed for Commercial Card clients including B2B Payment Solutions and T&E Payment Products, (2) Assist customer contacts to facilitate and interface with key linkages with internal American Express teams, including client management, operational and servicing, risk and underwriting, general counsel legal, product management and strategic partnership, and operational teams to ensure that customer expectations, service quality and contractual obligations are met and/or exceeded + Resolve complex issues, including those related to global systems and process integrations, changing local market regulatory conditions, underwriting and risk management mitigations...etc., using formal project management plans, action plans, and risk management plans when required **Minimum Qualifications:** + Deep experience in client management, sales, and/or business development roles with multi-national, enterprise-level companies, ideally in the T&E commercial card payments and the procure-to-pay process and payments solutions space. + Proven track record in successfully driving growth and sales with global clients through developing and managing a robust pipeline of multiple opportunities, researching and understanding customer needs, and planning strategically to progress the pipeline through solutions and consultative based selling + Experience in global contract management, including development and leading complex negotiations, and leading internal collaborations with highly matrixed and decentralized global teams + Ability to develop, execute and complete a Work Plan, Strategy and Action Plan. Show the skill set to assemble and deliver a presentation telling a clear, concise story aimed at the specific outcome(s) with Procurement, Finance and Treasury professionals + Evidence of successfully managing global programs and projects with cross-functional teams in a global matrixed organization, including facilitating engagement with multiple subject matter experts, balancing competing leadership priorities with different teams, leading with influence and limited direct authority, and in environments with ambiguity + Ability to lead complex client discussions, manage escalations and influence decisions + Strong knowledge of and the ability to understand, discuss, negotiate, explain and present benefits of global commercial payment products and solutions, and their related economic and financial benefits to a client + Maturity of judgement in client and internal situations + Strong analytical skills + Ability to effectively leverage internal resources + Strong customer service skills and responsiveness + Polished, professional negotiation and selling skills + Solid knowledge of Global Corporate Payments products and services + Ability to drive results + Candidate must be able to work virtually and reside in territory (California, Arizona, Texas, Colorado, Washington, Utah, New York, New Jersey, or Connecticut) **Preferred Qualifications:** + 8 years of Commercial Card Relationship Management/Consulting/Sales experience with global customers + Corporate finance, accounting and finance operations experience + Strong understanding of Procure-to-Pay (P2P) processes, Expense management solutions and Accounting/ERP Systems + Negotiation and contract management experience + Program management skills and experience, ideally leading global teams + Project management skills and experience + Knowledge of the competitive environment within the Commercial Card and P2P space + Understanding of Treasury functions and T&E management + Understanding of Meetings and Events management is a plus **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions **Job:** Sales **Primary Location:** US-Texas **Other Locations:** US-Colorado, US-California, US-New York, US-Arizona, US-New Jersey, US-Connecticut, US-Washington, US-Utah **Schedule** Full-time **Req ID:** 25023186

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** Retain and profitably grow a limited number of our largest and most strategic global and regional commercial card and payment clients. Qualified candidate must provide proactive consultation to develop strong customer relationships and to drive and lead global program growth, profitability and retention. **Responsibilities:** + Create strategic vision and set goals to drive profitable growth and retention across key global and regional customers + Create and own holistic global and regional account business plans that incorporate strategies and actions for: (1) Penetrating customer relationships across business units, service units, and global/regional teams including metrics of success and regular formal reviews, (2) Creating global/regional growth opportunities through proactive consultation and deep understanding of customer end-to-end payment eco-system, (3) Deeping and entrenching customer relationships, from the program level up to the C-suite, and (4) Driving a robust pipeline of opportunities to significantly grow both share of wallet spend and net new spend on American Express products and solutions. + Lead contract negotiation strategy and management for contract renewals, RFP responses, and pricing proposals + Maintaining detailed understanding of customers industries, business and organizational goals and objectives, including but not limited to, a deep understanding of customer financials, business strategy and business risks as it relates to global commercial card and supplier payments, and aligning those customer needs to American Express products and services. + Accountability in developing broad and deep relationships at all levels organizationally, globally, and across a wide scope of American Express teams, customer teams, and 3rd party strategic partners. + Partner, collaborate and provide leadership across American Express global matrix teams to: (1) Cross-sell complimentary products and services designed for Commercial Card clients including B2B Payment Solutions and T&E Payment Products, (2) Assist customer contacts to facilitate and interface with key linkages with internal American Express teams, including client management, operational and servicing, risk and underwriting, general counsel legal, product management and strategic partnership, and operational teams to ensure that customer expectations, service quality and contractual obligations are met and/or exceeded + Resolve complex issues, including those related to global systems and process integrations, changing local market regulatory conditions, underwriting and risk management mitigations...etc., using formal project management plans, action plans, and risk management plans when required **Minimum Qualifications:** + Deep experience in client management, sales, and/or business development roles with multi-national, enterprise-level companies, ideally in the T&E commercial card payments and the procure-to-pay process and payments solutions space. + Proven track record in successfully driving growth and sales with global clients through developing and managing a robust pipeline of multiple opportunities, researching and understanding customer needs, and planning strategically to progress the pipeline through solutions and consultative based selling + Experience in global contract management, including development and leading complex negotiations, and leading internal collaborations with highly matrixed and decentralized global teams + Ability to develop, execute and complete a Work Plan, Strategy and Action Plan. Show the skill set to assemble and deliver a presentation telling a clear, concise story aimed at the specific outcome(s) with Procurement, Finance and Treasury professionals + Evidence of successfully managing global programs and projects with cross-functional teams in a global matrixed organization, including facilitating engagement with multiple subject matter experts, balancing competing leadership priorities with different teams, leading with influence and limited direct authority, and in environments with ambiguity + Ability to lead complex client discussions, manage escalations and influence decisions + Strong knowledge of and the ability to understand, discuss, negotiate, explain and present benefits of global commercial payment products and solutions, and their related economic and financial benefits to a client + Maturity of judgement in client and internal situations + Strong analytical skills + Ability to effectively leverage internal resources + Strong customer service skills and responsiveness + Polished, professional negotiation and selling skills + Solid knowledge of Global Corporate Payments products and services + Ability to drive results + Candidate must be able to work virtually and reside in territory (California, Arizona, Texas, Colorado, Washington, Utah, New York, New Jersey, or Connecticut) **Preferred Qualifications:** + 8 years of Commercial Card Relationship Management/Consulting/Sales experience with global customers + Corporate finance, accounting and finance operations experience + Strong understanding of Procure-to-Pay (P2P) processes, Expense management solutions and Accounting/ERP Systems + Negotiation and contract management experience + Program management skills and experience, ideally leading global teams + Project management skills and experience + Knowledge of the competitive environment within the Commercial Card and P2P space + Understanding of Treasury functions and T&E management + Understanding of Meetings and Events management is a plus **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** US-Texas **Other Locations:** US-Colorado, US-California, US-New York, US-Arizona, US-New Jersey, US-Connecticut, US-Washington, US-Utah **Schedule** Full-time **Req ID:** 25023187

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** Retain and profitably grow a limited number of our largest and most strategic global and regional commercial card and payment clients. Qualified candidate must provide proactive consultation to develop strong customer relationships and to drive and lead global program growth, profitability and retention. **Responsibilities:** + Create strategic vision and set goals to drive profitable growth and retention across key global and regional customers + Create and own holistic global and regional account business plans that incorporate strategies and actions for: (1) Penetrating customer relationships across business units, service units, and global/regional teams including metrics of success and regular formal reviews, (2) Creating global/regional growth opportunities through proactive consultation and deep understanding of customer end-to-end payment eco-system, (3) Deeping and entrenching customer relationships, from the program level up to the C-suite, and (4) Driving a robust pipeline of opportunities to significantly grow both share of wallet spend and net new spend on American Express products and solutions. + Lead contract negotiation strategy and management for contract renewals, RFP responses, and pricing proposals + Maintaining detailed understanding of customers industries, business and organizational goals and objectives, including but not limited to, a deep understanding of customer financials, business strategy and business risks as it relates to global commercial card and supplier payments, and aligning those customer needs to American Express products and services. + Accountability in developing broad and deep relationships at all levels organizationally, globally, and across a wide scope of American Express teams, customer teams, and 3rd party strategic partners. + Partner, collaborate and provide leadership across American Express global matrix teams to: (1) Cross-sell complimentary products and services designed for Commercial Card clients including B2B Payment Solutions and T&E Payment Products, (2) Assist customer contacts to facilitate and interface with key linkages with internal American Express teams, including client management, operational and servicing, risk and underwriting, general counsel legal, product management and strategic partnership, and operational teams to ensure that customer expectations, service quality and contractual obligations are met and/or exceeded + Resolve complex issues, including those related to global systems and process integrations, changing local market regulatory conditions, underwriting and risk management mitigations...etc., using formal project management plans, action plans, and risk management plans when required **Minimum Qualifications:** + Deep experience in client management, sales, and/or business development roles with multi-national, enterprise-level companies, ideally in the T&E commercial card payments and the procure-to-pay process and payments solutions space. + Proven track record in successfully driving growth and sales with global clients through developing and managing a robust pipeline of multiple opportunities, researching and understanding customer needs, and planning strategically to progress the pipeline through solutions and consultative based selling + Experience in global contract management, including development and leading complex negotiations, and leading internal collaborations with highly matrixed and decentralized global teams + Ability to develop, execute and complete a Work Plan, Strategy and Action Plan. Show the skill set to assemble and deliver a presentation telling a clear, concise story aimed at the specific outcome(s) with Procurement, Finance and Treasury professionals + Evidence of successfully managing global programs and projects with cross-functional teams in a global matrixed organization, including facilitating engagement with multiple subject matter experts, balancing competing leadership priorities with different teams, leading with influence and limited direct authority, and in environments with ambiguity + Ability to lead complex client discussions, manage escalations and influence decisions + Strong knowledge of and the ability to understand, discuss, negotiate, explain and present benefits of global commercial payment products and solutions, and their related economic and financial benefits to a client + Maturity of judgement in client and internal situations + Strong analytical skills + Ability to effectively leverage internal resources + Strong customer service skills and responsiveness + Polished, professional negotiation and selling skills + Solid knowledge of Global Corporate Payments products and services + Ability to drive results + Candidate must be able to work virtually and reside in territory (California, Arizona, Texas, Colorado, Washington, Utah, New York, New Jersey, or Connecticut) **Preferred Qualifications:** + 8 years of Commercial Card Relationship Management/Consulting/Sales experience with global customers + Corporate finance, accounting and finance operations experience + Strong understanding of Procure-to-Pay (P2P) processes, Expense management solutions and Accounting/ERP Systems + Negotiation and contract management experience + Program management skills and experience, ideally leading global teams + Project management skills and experience + Knowledge of the competitive environment within the Commercial Card and P2P space + Understanding of Treasury functions and T&E management + Understanding of Meetings and Events management is a plus **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** * Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** US-Texas **Other Locations:** US-Colorado, US-California, US-New York, US-Arizona, US-New Jersey, US-Connecticut, US-Washington, US-Utah **Schedule** Full-time **Req ID:** 25022703

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** Retain and profitably grow a limited number of our largest and most strategic global and regional commercial card and payment clients. Qualified candidate must provide proactive consultation to develop strong customer relationships and to drive and lead global program growth, profitability and retention. **Responsibilities:** + Create strategic vision and set goals to drive profitable growth and retention across key global and regional customers + Create and own holistic global and regional account business plans that incorporate strategies and actions for: (1) Penetrating customer relationships across business units, service units, and global/regional teams including metrics of success and regular formal reviews, (2) Creating global/regional growth opportunities through proactive consultation and deep understanding of customer end-to-end payment eco-system, (3) Deeping and entrenching customer relationships, from the program level up to the C-suite, and (4) Driving a robust pipeline of opportunities to significantly grow both share of wallet spend and net new spend on American Express products and solutions. + Lead contract negotiation strategy and management for contract renewals, RFP responses, and pricing proposals + Maintaining detailed understanding of customers industries, business and organizational goals and objectives, including but not limited to, a deep understanding of customer financials, business strategy and business risks as it relates to global commercial card and supplier payments, and aligning those customer needs to American Express products and services. + Accountability in developing broad and deep relationships at all levels organizationally, globally, and across a wide scope of American Express teams, customer teams, and 3rd party strategic partners. + Partner, collaborate and provide leadership across American Express global matrix teams to: (1) Cross-sell complimentary products and services designed for Commercial Card clients including B2B Payment Solutions and T&E Payment Products, (2) Assist customer contacts to facilitate and interface with key linkages with internal American Express teams, including client management, operational and servicing, risk and underwriting, general counsel legal, product management and strategic partnership, and operational teams to ensure that customer expectations, service quality and contractual obligations are met and/or exceeded + Resolve complex issues, including those related to global systems and process integrations, changing local market regulatory conditions, underwriting and risk management mitigations...etc., using formal project management plans, action plans, and risk management plans when required **Minimum Qualifications:** + Deep experience in client management, sales, and/or business development roles with multi-national, enterprise-level companies, ideally in the T&E commercial card payments and the procure-to-pay process and payments solutions space. + Proven track record in successfully driving growth and sales with global clients through developing and managing a robust pipeline of multiple opportunities, researching and understanding customer needs, and planning strategically to progress the pipeline through solutions and consultative based selling + Experience in global contract management, including development and leading complex negotiations, and leading internal collaborations with highly matrixed and decentralized global teams + Ability to develop, execute and complete a Work Plan, Strategy and Action Plan. Show the skill set to assemble and deliver a presentation telling a clear, concise story aimed at the specific outcome(s) with Procurement, Finance and Treasury professionals + Evidence of successfully managing global programs and projects with cross-functional teams in a global matrixed organization, including facilitating engagement with multiple subject matter experts, balancing competing leadership priorities with different teams, leading with influence and limited direct authority, and in environments with ambiguity + Ability to lead complex client discussions, manage escalations and influence decisions + Strong knowledge of and the ability to understand, discuss, negotiate, explain and present benefits of global commercial payment products and solutions, and their related economic and financial benefits to a client + Maturity of judgement in client and internal situations + Strong analytical skills + Ability to effectively leverage internal resources + Strong customer service skills and responsiveness + Polished, professional negotiation and selling skills + Solid knowledge of Global Corporate Payments products and services + Ability to drive results + Candidate must be able to work virtually and reside in territory (California, Arizona, Texas, Colorado, Washington, Utah, New York, New Jersey, or Connecticut) **Preferred Qualifications:** + 8 years of Commercial Card Relationship Management/Consulting/Sales experience with global customers + Corporate finance, accounting and finance operations experience + Strong understanding of Procure-to-Pay (P2P) processes, Expense management solutions and Accounting/ERP Systems + Negotiation and contract management experience + Program management skills and experience, ideally leading global teams + Project management skills and experience + Knowledge of the competitive environment within the Commercial Card and P2P space + Understanding of Treasury functions and T&E management + Understanding of Meetings and Events management is a plus **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** US-Texas **Other Locations:** US-Colorado, US-California, US-New York, US-Arizona, US-New Jersey, US-Connecticut, US-Washington, US-Utah **Schedule** Full-time **Req ID:** 25023187

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** Retain and profitably grow a limited number of our largest and most strategic global and regional commercial card and payment clients. Qualified candidate must provide proactive consultation to develop strong customer relationships and to drive and lead global program growth, profitability and retention. **Responsibilities:** + Create strategic vision and set goals to drive profitable growth and retention across key global and regional customers + Create and own holistic global and regional account business plans that incorporate strategies and actions for: (1) Penetrating customer relationships across business units, service units, and global/regional teams including metrics of success and regular formal reviews, (2) Creating global/regional growth opportunities through proactive consultation and deep understanding of customer end-to-end payment eco-system, (3) Deeping and entrenching customer relationships, from the program level up to the C-suite, and (4) Driving a robust pipeline of opportunities to significantly grow both share of wallet spend and net new spend on American Express products and solutions. + Lead contract negotiation strategy and management for contract renewals, RFP responses, and pricing proposals + Maintaining detailed understanding of customers industries, business and organizational goals and objectives, including but not limited to, a deep understanding of customer financials, business strategy and business risks as it relates to global commercial card and supplier payments, and aligning those customer needs to American Express products and services. + Accountability in developing broad and deep relationships at all levels organizationally, globally, and across a wide scope of American Express teams, customer teams, and 3rd party strategic partners. + Partner, collaborate and provide leadership across American Express global matrix teams to: (1) Cross-sell complimentary products and services designed for Commercial Card clients including B2B Payment Solutions and T&E Payment Products, (2) Assist customer contacts to facilitate and interface with key linkages with internal American Express teams, including client management, operational and servicing, risk and underwriting, general counsel legal, product management and strategic partnership, and operational teams to ensure that customer expectations, service quality and contractual obligations are met and/or exceeded + Resolve complex issues, including those related to global systems and process integrations, changing local market regulatory conditions, underwriting and risk management mitigations...etc., using formal project management plans, action plans, and risk management plans when required **Minimum Qualifications:** + Deep experience in client management, sales, and/or business development roles with multi-national, enterprise-level companies, ideally in the T&E commercial card payments and the procure-to-pay process and payments solutions space. + Proven track record in successfully driving growth and sales with global clients through developing and managing a robust pipeline of multiple opportunities, researching and understanding customer needs, and planning strategically to progress the pipeline through solutions and consultative based selling + Experience in global contract management, including development and leading complex negotiations, and leading internal collaborations with highly matrixed and decentralized global teams + Ability to develop, execute and complete a Work Plan, Strategy and Action Plan. Show the skill set to assemble and deliver a presentation telling a clear, concise story aimed at the specific outcome(s) with Procurement, Finance and Treasury professionals + Evidence of successfully managing global programs and projects with cross-functional teams in a global matrixed organization, including facilitating engagement with multiple subject matter experts, balancing competing leadership priorities with different teams, leading with influence and limited direct authority, and in environments with ambiguity + Ability to lead complex client discussions, manage escalations and influence decisions + Strong knowledge of and the ability to understand, discuss, negotiate, explain and present benefits of global commercial payment products and solutions, and their related economic and financial benefits to a client + Maturity of judgement in client and internal situations + Strong analytical skills + Ability to effectively leverage internal resources + Strong customer service skills and responsiveness + Polished, professional negotiation and selling skills + Solid knowledge of Global Corporate Payments products and services + Ability to drive results + Candidate must be able to work virtually and reside in territory (California, Arizona, Texas, Colorado, Washington, Utah, New York, New Jersey, or Connecticut) **Preferred Qualifications:** + 8 years of Commercial Card Relationship Management/Consulting/Sales experience with global customers + Corporate finance, accounting and finance operations experience + Strong understanding of Procure-to-Pay (P2P) processes, Expense management solutions and Accounting/ERP Systems + Negotiation and contract management experience + Program management skills and experience, ideally leading global teams + Project management skills and experience + Knowledge of the competitive environment within the Commercial Card and P2P space + Understanding of Treasury functions and T&E management + Understanding of Meetings and Events management is a plus **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions **Job:** Sales **Primary Location:** US-Texas **Other Locations:** US-Colorado, US-California, US-New York, US-Arizona, US-New Jersey, US-Connecticut, US-Washington, US-Utah **Schedule** Full-time **Req ID:** 25023186

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** Retain and profitably grow a limited number of our largest and most strategic global and regional commercial card and payment clients. Qualified candidate must provide proactive consultation to develop strong customer relationships and to drive and lead global program growth, profitability and retention. **Responsibilities:** + Create strategic vision and set goals to drive profitable growth and retention across key global and regional customers + Create and own holistic global and regional account business plans that incorporate strategies and actions for: (1) Penetrating customer relationships across business units, service units, and global/regional teams including metrics of success and regular formal reviews, (2) Creating global/regional growth opportunities through proactive consultation and deep understanding of customer end-to-end payment eco-system, (3) Deeping and entrenching customer relationships, from the program level up to the C-suite, and (4) Driving a robust pipeline of opportunities to significantly grow both share of wallet spend and net new spend on American Express products and solutions. + Lead contract negotiation strategy and management for contract renewals, RFP responses, and pricing proposals + Maintaining detailed understanding of customers industries, business and organizational goals and objectives, including but not limited to, a deep understanding of customer financials, business strategy and business risks as it relates to global commercial card and supplier payments, and aligning those customer needs to American Express products and services. + Accountability in developing broad and deep relationships at all levels organizationally, globally, and across a wide scope of American Express teams, customer teams, and 3rd party strategic partners. + Partner, collaborate and provide leadership across American Express global matrix teams to: (1) Cross-sell complimentary products and services designed for Commercial Card clients including B2B Payment Solutions and T&E Payment Products, (2) Assist customer contacts to facilitate and interface with key linkages with internal American Express teams, including client management, operational and servicing, risk and underwriting, general counsel legal, product management and strategic partnership, and operational teams to ensure that customer expectations, service quality and contractual obligations are met and/or exceeded + Resolve complex issues, including those related to global systems and process integrations, changing local market regulatory conditions, underwriting and risk management mitigations...etc., using formal project management plans, action plans, and risk management plans when required **Minimum Qualifications:** + Deep experience in client management, sales, and/or business development roles with multi-national, enterprise-level companies, ideally in the T&E commercial card payments and the procure-to-pay process and payments solutions space. + Proven track record in successfully driving growth and sales with global clients through developing and managing a robust pipeline of multiple opportunities, researching and understanding customer needs, and planning strategically to progress the pipeline through solutions and consultative based selling + Experience in global contract management, including development and leading complex negotiations, and leading internal collaborations with highly matrixed and decentralized global teams + Ability to develop, execute and complete a Work Plan, Strategy and Action Plan. Show the skill set to assemble and deliver a presentation telling a clear, concise story aimed at the specific outcome(s) with Procurement, Finance and Treasury professionals + Evidence of successfully managing global programs and projects with cross-functional teams in a global matrixed organization, including facilitating engagement with multiple subject matter experts, balancing competing leadership priorities with different teams, leading with influence and limited direct authority, and in environments with ambiguity + Ability to lead complex client discussions, manage escalations and influence decisions + Strong knowledge of and the ability to understand, discuss, negotiate, explain and present benefits of global commercial payment products and solutions, and their related economic and financial benefits to a client + Maturity of judgement in client and internal situations + Strong analytical skills + Ability to effectively leverage internal resources + Strong customer service skills and responsiveness + Polished, professional negotiation and selling skills + Solid knowledge of Global Corporate Payments products and services + Ability to drive results + Candidate must be able to work virtually and reside in territory (California, Arizona, Texas, Colorado, Washington, Utah, New York, New Jersey, or Connecticut) **Preferred Qualifications:** + 8 years of Commercial Card Relationship Management/Consulting/Sales experience with global customers + Corporate finance, accounting and finance operations experience + Strong understanding of Procure-to-Pay (P2P) processes, Expense management solutions and Accounting/ERP Systems + Negotiation and contract management experience + Program management skills and experience, ideally leading global teams + Project management skills and experience + Knowledge of the competitive environment within the Commercial Card and P2P space + Understanding of Treasury functions and T&E management + Understanding of Meetings and Events management is a plus **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** * Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** US-Texas **Other Locations:** US-Colorado, US-California, US-New York, US-Arizona, US-New Jersey, US-Connecticut, US-Washington, US-Utah **Schedule** Full-time **Req ID:** 25022703

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

Use your strategic skills to provide analytical solutions to the team. As an Analytics Solutions Manager on the Payments I&M - Instrumentation and Metrics Analytics team within Payments Transformation, you will analyze and exhibit domain expertise in data modeling, report development, data integration/transformation, and Business Intelligence industry best practices. The Payments Instrumentation and Metrics team (with a focus on Merchant Services), works with top providers of payment, fraud management, and data security solutions, supporting transactions in over 130 currencies. The Payments I&M team, comprised of data scientists, design strategists, and business leaders, crafts data products that transform business operations. Be part of a team that impacts thousands of clients globally and promotes significant change within J.P. Morgan. Job responsibilities Solve difficult, non-routine analysis problems, applying advanced analytical methods as needed. Conduct analysis that includes data gathering and requirements specification, processing, analysis, ongoing deliverables, and presentations. Develop and implement data analyses, data collection systems and other strategies that optimize statistical efficiency and quality. Brainstorm innovative ways to use our unique data to answer business problems. Extract and understand data to form an opinion on how to best help our clients and derive relevant insights. Deliver tactical and strategic product and market insights through analytics, reporting and visualization techniques. Develop visualizations to make your complex analyses accessible to a broad audience. Use advanced analytics to optimize customer experiences, improve revenue generation, uncover data insights, and drive other business outcomes. Organize and manage multiple projects with diverse cross-functional stakeholders at once. Spearhead exploration efforts of new business intelligence tools to assess their potential for future use and modeling within the Merchant Services Analytics group (i.e. ThoughtSpot). Manage an extensive book of work for BAU and project work. Collaborate and build lasting intelligent solutions. Extract data from various database platforms. Required qualifications, capabilities and skills 7+ years of total experience within MIS, Business Intelligence, and/or Analytics roles; Extensive understanding of Merchant Services products, data, and business operations. Experience analyzing large data sets using programming languages such as Python, R, SQL and/or Spark Demonstrated knowledge of data warehousing concepts and exposure to one or more Business Intelligence toolsets and database platforms: , Tableau, Thoughtspot, Databricks, Oracle/SQL Server/Teradata, Cognos/BO, SAS/R Proven experience delivering timely, high quality, analysis from diverse, complex data sources. Ability to work autonomously while providing regular status updates and meeting objectives. Excellent communication, presentation, problem solving, and teamwork skills. Finance/Accounting environment experience

Welcome to Pioneer Square Brands! We are a dynamic and innovative company at the forefront of the consumer goods industry. As a company dedicated to delivering high-quality products, we pride ourselves on our commitment to excellence, creativity, and customer satisfaction. With a diverse portfolio of brands (Brenthaven, Gumdrop, and VAULT), we strive to enhance people's lives by providing innovative and reliable solutions for their everyday needs. Our team is composed of passionate individuals driven by a shared vision to shape the future of our industry. If you seek a challenging and rewarding career in a fast-paced environment where your ideas are valued, join us at Pioneer Square Brands and become part of our exciting journey to revolutionize the market. Our Mission: To become the leading global provider of rugged technology accessories for classroom and enterprise environments. Our Core Values: Bring Passion Everyday Be Genuine and Respectful Execute with Excellence Pioneer Square Brands has a global footprint with office locations in High Point, North Carolina, and Manila, Philippines. We are actively looking for highly motivated and energetic professionals with a positive attitude who desire to be part of our growing team. --- Strategic Partner Development Manager - Apple, Inc Location: Austin, TX Job Summary: As the Strategic Partner Development Manager for Apple, you'll play a pivotal role in growing the presence of Brenthaven and Vault products within the Apple ecosystem. Your mission will be to expand adoption across K-12, Higher Education, and Commercial markets in the US, Canada, and globally-partnering closely with Apple, resellers, and distribution networks to deliver results. This role is perfect for a relationship-driven professional who has successfully navigated the Apple ecosystem and is excited by the opportunity to build strategic partnerships, drive revenue growth, and influence how Apple customers experience our products worldwide. Job Responsibilities: As the Strategic Partner Development Manager for Apple, your responsibilities are combinations of strategic relationship-building, sales enablement, and thought leadership to expand the reach of PSB products across key markets. Partner directly with Apple Sales teams through onsite and virtual engagements to influence adoption and drive results. Engage with top Apple resellers across the US, Canada, and international markets to expand market penetration. Identify and qualify strategic opportunities, collaborating closely with internal PSB teams to maximize impact. Represent Brenthaven and Vault at major industry events and trade shows, showcasing our products to Apple's global customer base. Map and grow relationships across Apple's sales organization, connecting with key decision-makers and influencers. Champion attach rate growth by promoting Brenthaven with leading Apple resellers. Lead pipeline reviews with both internal PSB teams and Apple stakeholders to keep strategies aligned and results on track. Provide executive-level insights by reporting on attach rates, sales performance, and key initiatives to PSB leadership. Required Skills and Competencies: The ideal candidate will bring a mix of business development expertise, communication excellence, and executional discipline. Proven partnership builder - Experienced in creating and growing OEM and channel partnerships that drive results. Natural networker & business developer - Skilled at opening doors, fostering trust, and influencing stakeholders. Compelling communicator - Confident presenting to diverse audiences, both virtually and in person. Quick thinker, agile problem solver - Able to adapt on the spot, think critically, and represent the company with polish. Execution-focused - Proactive in driving company priorities forward with minimal oversight. Collaborative team player - Builds strong internal and external relationships to achieve shared goals. Analytical & detail-oriented - Strong planning, reporting, and data-driven decision-making skills. Job Qualifications: Bachelor's degree (or equivalent experience) with 5+ years of sales experience directly with Apple or supporting Apple business. Exceptional communication and presentation skills, with a track record of engaging senior leadership and driving buy-in. Comfortable leading floor days, trade shows, and reseller engagements that showcase products and generate demand. Skilled in territory mapping, pipeline reviews, and sales forecasting to maximize growth opportunities. Strong organizational skills with the ability to manage multiple projects, prioritize deadlines, and deliver results. Experience with Salesforce (preferred), and proficiency in Microsoft Excel, PowerPoint, and the Office suite. Self-motivated and effective working in a remote/home-based setting. Willingness to travel up to 30% to meet with Apple teams, resellers, and attend key industry events.

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Manager, Finance Business Partner Overview Mastercard's Technology (TECH) Business Unit operates the company's integrated global payments processing network. TECH uses its expertise to make payments safe, simple, and smart. TECH Finance team strives to provide accurate financial and operational data to our business partners to enable sound financial decision making. The Finance Business Partner is responsible for providing financial guidance and support to our business partners, reporting, planning including budget & forecast, and ad-hoc analysis. Key to prospering in this role are the abilities to interpret data, devise strategic plans, assume leadership, and cultivate connections with colleagues across the global Mastercard network. Duties include managing all facets of the routine financial tasks such as facilitating the monthly close, preparing annual budgets and routine forecasts, conducting financial analyses, identifying financial variances, as well as highlighting potential opportunities and risks. Role * Manage all aspects of the day-to-day financial responsibilities such as monthly close, annual budget/regular forecast, financial reporting, variance analysis, opportunities and risks. * Manage, develop and create standardized financial reporting packages that will help drive and support the business and create valuable insights for management to support decisions. * Assist with strategy and process improvements related to budgeting, forecasting, systems and other key areas to ensure alignment with market objectives; proactively identify ways to improve processes and execute agreed upon improvements * Investigate and create opportunities for automation and more efficient methods of report creation and delivery anticipating needs of internal customers, members and other stakeholders * Identify, analyze, and communicate trends and issues affecting the business, including addressing ad hoc financial queries or analysis, and assist to formulate and drive mitigation plans * Represent Finance as a key stakeholder in various management meetings * Support financial reporting process for all major localization initiatives * Check and maintain the integrity of financial models and add improvements where possible. * Build and maintain tools and reports; may serve as a go-to resource for financial technology (e.g.. Hyperion, Oracle) All About You * Master's in Finance or CPA preferred * Excellent finance skills including modelling/business case development and scenario analysis, budget, planning and forecast experience * Strong experience of expense forecasting and variance analysis; experience of Technology expense forecasting is a plus * Ability to translate complex information into simple parts * Demonstrates strong self-awareness, keenness to learn and a strategic mindset. Open to different approaches and ideas and willing to challenge status quo to drive new business initiatives. * Ability to perform successfully in a fast paced, rapidly changing environment and manage multiple priorities and assignments concurrently * Strong communicator with experience working with colleagues from other business units and markets * Experience creating and delivering presentations for internal learning, training events and/or business discussions * Strong sense of urgency; excels in a deadline driven work environment * Strong skills in Hyperion, Excel and PowerPoint required Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.