Agency Consultant
Management consultant job in Ripon, WI
Horace Mann is a purpose-driven company that is passionate about educators. The Agency Consultant will lead and consult with new agents to help them develop strong, successful agencies, increase revenue, and contribute to long-term, profitable company growth. This field leader position will require extensive travel, 80% of the time.
This position reports to the Agency Consultant Executive.
Job Responsibilities:
Articulate the HM story and value proposition.
Build and maintain the agent/agency relationship with the Company.
Consult with agents to help them identify issues and opportunities and recommend possible actions that may be taken to correct problems and improve agency operations and sales production.
Help agencies understand and implement processes that may improve agency operations and enhance economic interest at the time of agency sale or appointment termination.
Connect Horace Mann capabilities with local market and/or agent opportunities.
Coach and assist agents with agency business planning to achieve targeted agency results.
Lead agent growth through school access programs, association relationships, and marketing strategies.
Utilize available technology, tools, and resources to analyze agent business results and improve agency operations, growth, and profitability.
Leverage available growth programs with agents in marketplace.
Joint work with new agents to show how to execute in-school activities, sales presentations, etc.
End agent engagements for underperforming agents
Coordinate with recruiting function on agent pipeline
Thorough knowledge and understanding of repeatable sales processes, business planning, and installation of new agents.
Travel >80%
Education & Experience:
Business degree or equivalent experience
3+ years in successful field or agency experience
Licenses: P&C, L&H; no securities training will be performed.
Strong business knowledge with ability to develop effective internal relationships across business functions
Pay Range:
Base Salary: $89,000 - $114,000
Target Incentive: $60,000 (0-200%); subject to annual review
Note: Salary is commensurate with experience, location, and other relevant factors
#vizi
#LI-JC1
#IND1
#APP
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
For applicants that are California residents, please review our California Consumer Privacy Notice
All applicants should review our Horace Mann Privacy Policy
IRIS Consultant - Appleton/Green Bay Area
Management consultant job in Appleton, WI
🌟 Now Hiring: IRIS Consultant
📍
Milwaukee, WI (Hybrid Role)
🕗
Full-Time | 40 hrs/week | 8 AM - 5 PM
🚗
Travel Required (30-50%)
💼
Benefit Eligible
Are you passionate about empowering others to live independently and direct their own care? Join Lutheran Social Services of Wisconsin and Upper Michigan as an IRIS Consultant and help individuals shape meaningful lives through the IRIS Program (
Include, Respect, I Self-Direct
). 💙
As part of our ICA Team, you'll work in a social services capacity to support participants in maintaining autonomy, ensuring health and safety, and navigating long-term care services. This is a continuous posting in anticipation of potential future openings in the Appleton/Green Bay area and surrounding areas.
🧠 What You'll Do
🤝 Build trusting relationships with participants
📝 Assist in developing IRIS Support and Services Plans
📞 Maintain monthly contact and quarterly visits
🧭 Help participants understand and maintain IRIS eligibility
🧑 🤝 🧑 Connect with local agencies and ADRCs to expand service options
📋 Document all contacts and visits in required systems within 2 business days
🧪 May conduct annual Long-Term Care Functional Screens
💡 Work independently while collaborating with a supportive ICA team
🎁 Perks & Benefits
🎓 Public Service Loan Forgiveness (PSLF) eligibility + support navigating PSLF
🏥 Medical, Dental & Vision Insurance
💳 Flex Spending (Health & Dependent Care)
🚙 Mileage Reimbursement
🏖️ Paid Time Off + 10 Paid Holidays
💰 403B Retirement Contribution
📈 Annual Raises
🧘 Calm Wellness App - Premium Access
💸 Early Earned Wage Access (UKG Wallet)
🧑 ⚕️ Employee Assistance Program
🏅 Service Awards & Recognition
📚 Qualifications
🎓 Bachelor's degree in social work, psychology, human services, or related field OR 4+ years of direct experience in social services with seniors or individuals with disabilities OR Current IRIS Consultant in good standing with DHS exemption
🌍 Bilingual in Spanish, Hmong, or other languages is a plus!
💪 Strong commitment to participant autonomy and meaningful living
💻 Comfortable with smartphones, tablets, and computer systems
🧠 Knowledge of human behavior, social interaction, and community resources
🤝 Willingness to serve diverse populations with respect and empathy
🚘 Requirements
Valid driver's license & reliable transportation
Satisfactory driving record per LSS Driver Safety Procedure
Ability to meet LSS auto insurance requirements
✨ Ready to make a difference? Apply today and help individuals lead empowered, self-directed lives through the IRIS Program!
LSS is an Equal Opportunity Employer (EOE).
Sr Manager, Digital Strategy
Management consultant job in Appleton, WI
The application window is expected to close on 12/12/25 Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received. Remote United States **Meet the Team** We are seeking an experienced and innovative Senior Manager, Digital Strategy, to join us and lead a digital marketing team that drives results for key products in the Cisco Security portfolio, like XDR and Secure Access.
**Your Impact**
The Senior Manager, Digital Strategy, will play a critical role in scaling our end-to-end digital ABM program and shaping the direction of our digital demand generation strategies across channels. The ideal candidate should have a solid background in marketing, management, have exceptional communication skills, and a strong understanding of digital demand generation and brand building. This role will work closely with demand and regional leaders within marketing and the sales teams.
Responsibilities:
Lead cross-functional teams to develop comprehensive demand strategies and digital account-based marketing activations aligned with organizational goals.
Manage and scale digital webinars program across the security portfolio.
Implement process improvements to assist other departments for visibility.
Negotiate contracts and manage relationships with external vendors and partners.
Manage and balance budget submissions.
Analyze performance of each channel to optimize and rebalance investments across channels.
Understand and analyze pipeline metrics to determine effectiveness.
**Minimum Qualifications**
Bachelor's degree in marketing, Business, or a related field. Master's degree preferred.
10 + years of proven experience in demand generation. digital marketing, or related roles.
Experience managing a team of direct reports.
Tech industry experience required for consideration.
Experience managing multi-million-dollar marketing budgets.
Strong knowledge of digital platforms and proficiency in digital tactics, including account-based marketing tools, paid media, and email marketing.
Excellent written and verbal communication skills, with the ability to present for executive audiences.
Demonstrated ability to manage multiple projects simultaneously and meet deadlines.
Analytical mindset with experience in data-driven decision-making and proficiency in marketing analytics tools.
Strong interpersonal skills and the ability to collaborate effectively with cross-functional teams.
Experience leading social teams, building demand strategies, and executing on campaign strategies.
Experience in B2B marketing or in the technology/software industry is required.
**Preferred**
Experience working within the security and/or cybersecurity industry.
Experience running ABM programs and working with tools such as 6sense.
Familiarity with CRM and marketing automation platforms (e.g., Eloqua, Tableau, and Salesforce).
**Why Cisco?**
At Cisco, we're revolutionizing how data and infrastructure connect and protect organizations in the AI era - and beyond. We've been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide customers with unparalleled security, visibility, and insights across the entire digital footprint.
Fueled by the depth and breadth of our technology, we experiment and create meaningful solutions. Add to that our worldwide network of doers and experts, and you'll see that the opportunities to grow and build are limitless. We work as a team, collaborating with empathy to make really big things happen on a global scale. Because our solutions are everywhere, our impact is everywhere.
We are Cisco, and our power starts with you.
**Message to applicants applying to work in the U.S. and/or Canada:**
The starting salary range posted for this position is $174,000.00 to $219,200.00 and reflects the projected salary range for new hires in this position in U.S. and/or Canada locations, not including incentive compensation*, equity, or benefits.
Individual pay is determined by the candidate's hiring location, market conditions, job-related skillset, experience, qualifications, education, certifications, and/or training. The full salary range for certain locations is listed below. For locations not listed below, the recruiter can share more details about compensation for the role in your location during the hiring process.
U.S. employees are offered benefits, subject to Cisco's plan eligibility rules, which include medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, paid parental leave, short and long-term disability coverage, and basic life insurance. Please see the Cisco careers site to discover more benefits and perks. Employees may be eligible to receive grants of Cisco restricted stock units, which vest following continued employment with Cisco for defined periods of time.
U.S. employees are eligible for paid time away as described below, subject to Cisco's policies:
+ 10 paid holidays per full calendar year, plus 1 floating holiday for non-exempt employees
+ 1 paid day off for employee's birthday, paid year-end holiday shutdown, and 4 paid days off for personal wellness determined by Cisco
+ Non-exempt employees** receive 16 days of paid vacation time per full calendar year, accrued at rate of 4.92 hours per pay period for full-time employees
+ Exempt employees participate in Cisco's flexible vacation time off program, which has no defined limit on how much vacation time eligible employees may use (subject to availability and some business limitations)
+ 80 hours of sick time off provided on hire date and each January 1st thereafter, and up to 80 hours of unused sick time carried forward from one calendar year to the next
+ Additional paid time away may be requested to deal with critical or emergency issues for family members
+ Optional 10 paid days per full calendar year to volunteer
For non-sales roles, employees are also eligible to earn annual bonuses subject to Cisco's policies.
Employees on sales plans earn performance-based incentive pay on top of their base salary, which is split between quota and non-quota components, subject to the applicable Cisco plan. For quota-based incentive pay, Cisco typically pays as follows:
+ .75% of incentive target for each 1% of revenue attainment up to 50% of quota;
+ 1.5% of incentive target for each 1% of attainment between 50% and 75%;
+ 1% of incentive target for each 1% of attainment between 75% and 100%; and
+ Once performance exceeds 100% attainment, incentive rates are at or above 1% for each 1% of attainment with no cap on incentive compensation.
For non-quota-based sales performance elements such as strategic sales objectives, Cisco may pay 0% up to 125% of target. Cisco sales plans do not have a minimum threshold of performance for sales incentive compensation to be paid.
The applicable full salary ranges for this position, by specific state, are listed below:
New York City Metro Area:
$196,000.00 - $284,100.00
Non-Metro New York state & Washington state:
$174,000.00 - $252,100.00
* For quota-based sales roles on Cisco's sales plan, the ranges provided in this posting include base pay and sales target incentive compensation combined.
** Employees in Illinois, whether exempt or non-exempt, will participate in a unique time off program to meet local requirements.
Cisco is an Affirmative Action and Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, genetic information, age, disability, veteran status, or any other legally protected basis.
Cisco will consider for employment, on a case by case basis, qualified applicants with arrest and conviction records.
Senior Business Consultant
Management consultant job in Appleton, WI
Our client is a third-party administration and consulting firm specializing in employee stock ownership plans. Our client guides privately held businesses through every stage of their employee stock ownership plan journey from feasibility analysis to long-term sustainability.
Location: Appleton, Wisconsin- onsite role
Job Description:
The Senior Business Consultant drives revenue growth by leveraging consultative sales techniques to identify, engage, and secure new business clients through direct prospecting and developing referral partner relationships with consultants already engaged in accounts that align with our client's ideal customer profile. This role focuses on building trusted relationships with senior decision-makers and referral partners, simplifying complex concepts, and closing deals while providing post-sale support to transition clients to internal specialized resources for implementation and ongoing account management.
Responsibilities:
Proactively build and maintain Referral Partner Professional relationships with business advisors inside and outside of the employee stock ownership plan industry.
dictate potential clients and Referral Partner Professionals on financial, tax, and cultural implications of Employee Ownership.
Introduce new service offerings to existing accounts to grow the company's residual revenue stream.
Maintain updated account, contact, and opportunity information in CRM.
Compensation & Benefits:
Base: $90-120k
Projected OTE: (On Target Earnings; includes Base, Comm, Bonus, etc.)
Year 1 OTE = $120-150k+ at 100% of Ramp-up TVC* Goal
Year 2 OTE = $150-200k+ depending on mix of deals closed at 100% of Standard TVC* Goal
Variable Commission: Uncapped variable compensation
Accelerators for exceeding 100% goals
TVC = Total Value Credits
Health - employer pays 60% of the employee's monthly premium
Dental and vision insurance - employee pays 100%
Short and Long term Disability
Life & AD&D Insurance
Health Savings Account & Flexible Spending Account
Company paid holidays
Unlimited PTO
401K with 5% company match
Mileage reimbursement
Treasury Management Associate
Management consultant job in Appleton, WI
Join us today as a Treasury Management Associate! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
Work Model: Based out of our Appleton, WI location and onsite Monday-Friday, 8am-5pm.
OVERVIEW
The Treasury Management Associate is a key contributor in servicing the overall banking portfolio. Focusing on client onboarding, managing documentation, executing product setup and maintenance, and related monitoring, this role follows established procedures. This role provides support to Client Services, assisting with client transactions, answering phones, account documentation, and other service-related tasks.
Specifically, as a Treasury Management Associate you will:
* Deliver Exceptional Customer Service - Treasury Management
This role is responsible for delivering a high level of personal service to both internal and external clients by promptly answering phone calls, greeting visitors, and responding to emails. The Associate handles routine Treasury Management tasks and related account maintenance and refers complex issues and banking solutions to Treasury Management Officers (TMO) and Client Relationship Specialists (CRS).
Key responsibilities include coordinating new client onboarding and ongoing account maintenance, preparing documentation, and gathering product setup information. The role may also support limited client profiling and proposal preparation (including fee modeling). Additional duties may include supporting account reviews to ensure optimal service delivery.
* Prepare New Account and Maintenance Documents with Accuracy
Responsible for opening and closing accounts, processing card applications, and performing routine account maintenance. Monitors key reporting activities to ensure timely and accurate handling across bank offices.
* Perform Banking Transactions with Accuracy
Processes routine transactions such as deposits, withdrawals, and payments. Supports cash and card services, maintains accurate balances, and follows established transaction procedures.
* Perform Other Duties as Assigned
Assists with scheduling and meeting logistics including preparing materials. May help monitor procedures and attend internal or external meetings and events as needed.
The successful candidate should have:
* Associate's degree in business related field or equivalent work experience
* Prior cash handling and customer service experience preferred.
* Strong organizational and multitasking skills, with the ability to meet strict deadlines
* Excellent written and verbal communication skills
* Proficiency in Microsoft Office and familiarity with Salesforce or similar CRM systems
* Ability to handle confidential information with discretion
Auto-ApplySr. Manager, Salesforce
Management consultant job in Kohler, WI
_Work Mode: Onsite_ **Opportunity** The Sr. Channel Manager - Salesforce, will be a member of the KBA Integrated Brand team. As an expert in Salesforce Marketing Cloud this person will be responsible for supporting Kohler Co. campaigns through the design and implementation of marketing automation strategies, recommending campaigns that are powered by data, and leveraging real-time insights to create a personalized 1:1 customer experience.
**Primary Objectives**
+ Leads Kohler Co. Salesforce Marketing automation team to deliver compelling 1:1 user experiences that guide our customers from inspiration to product selection, to purchase, and to enjoyment.
+ Subject-matter expert for all Salesforce Marketing Cloud and Email enablement needs within Kohler Co.
**Specific Responsibilities**
+ Leads a high performing team, building best in class segmentation and automation processes.
+ Inspires, leads and motivates team through regular feedback, 1:1s, individual development plans, objectives and career conversations.
+ Identifies gaps in knowledge and skills in the team and builds appropriate development solutions.
+ Establish the foundation, design the process, and build the strategy around marketing automation and customer data.
+ Define email planning and roadmaps for marketing automation, customer data & email marketing strategy.
+ Understand business priorities & build recommendations for Kohler Co. marketing campaign strategy & tactical support, connecting to the other digital marketing tactics for one connected customer experience.
+ Driving monetization through management of automation programs, lead with best practices on how to use data to optimize marketing strategy & tactics.
+ Evaluate and provide guidance for best practices around automation strategy opportunities across Kohler Co. digital platforms.
+ Own and manage the Salesforce Marketing Cloud customer data strategy and collaborate with product, data & IT teams on enhancements.
+ Develop customer data segmentation and customer data lead generation strategy for different target audiences across different businesses or campaigns.
+ Work directly with key cross functional stakeholders to set and manage expectations for marketing automation campaign strategy, while planning for paths of continuous improvements.
+ Review customer behavior to determine areas of improvement for campaigns and customer journey experiences.
+ Analyze organization needs and provide recommendations on best practices for scalable solutions to solve business problems.
**Skills/Requirements**
**Education and Experience Requirements**
+ Bachelor's or Associate Degree in Digital Marketing or related field required.
+ 5+ years' experience in Salesforce Marketing Cloud required.
+ Salesforce certifications (Salesforce Administrator, Salesforce Marketing Cloud, Salesforce Service Cloud).
+ Strong technical knowledge integration best practices.
+ Demonstrated 5+ years experience with marketing automation and customer data analytics and reporting.
+ Ability to measure, monitor & report on marketing & customer data success metrics.
+ Demonstrated strong creative and strategic problem-solving skills.
+ Ability to communicate the value of automation and data to any audience and influence key stakeholders.
+ Skillful at cross-team collaborations to drive results.
+ Experience with customer data segmentation.
+ 7+ years of professional experience.
**_Applicants must be authorized to work in the US without requiring sponsorship now or in the future._**
_We believe in supporting you from the moment you join us, which is why Kohler offers day 1 benefits. This means you'll have access to your applicable benefit programs from your first day on the job, with no waiting period. The salary range for this position is $132,350 - $205,850. The specific salary offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location. In addition, this position is eligible for a performance bonus/variable incentive compensation._
**Why Choose Kohler?**
We empower each associate to #BecomeMoreAtKohler with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation. With more than 30,000 bold leaders across the globe, we're driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives.
**About Us**
It is Kohler's policy to recruit, hire, and promote qualified applicants without regard to race, creed, religion, age, sex, sexual orientation, gender identity or expression, marital status, national origin, disability or status as a protected veteran. If, as an individual with a disability, you need reasonable accommodation during the recruitment process, please contact ********************* . Kohler Co. is an equal opportunity/affirmative action employer.
Cash Management Analyst
Management consultant job in Green Bay, WI
Job Details GREEN BAY, WI Full Time $22.00 - $24.00 HourlyDescription
Act as a consultant to the Cash Management team to provide analysis of order flow, customer and supplier performance and various daily/weekly reports. Keep finger on the pulse of the operating trends of the Cash Management value stream and provide reports and insights to leadership. Participate on project teams to help drive continuous improvement of how we acquire, store and transport cash to/from our ATMs.
DUTIES / RESPONSIBILITIES:
Generate dashboards and reports that inform leadership on current trends in Cash Management.
Monitor status of action items related to missed fills and out of cash terminals.
Assist with onboarding of new customers and planning initial cash loads (ICLs).
Assist with ensuring database integrity of our cash ordering system.
Learn how to enter cash orders and serve as a backup to cover any PTO, absences, overflow tasks.
Identify and recommend efficiency improvements in Cash Management.
Participate in process meetings w/Recycler Division Team.
Operate as a team player and help to unify the team.
Performs other related duties as assigned.
REQUIREMENTS: (Education, Experience, Skills, Abilities)
Associates Degree in Accounting, Finance or a related field.
3+ years of experience in an Accounting, Administrative or similar role.
Proficient with Microsoft Office Suite or relevant systems.
Operate within the corporate policy guidelines and business practices.
Results oriented and demonstrated strong sense of urgency.
Excellent communication skills, written/verbal with internal and external contacts.
Proven ability to be organized, detailed, multi-tasker, critical thinker, accurate, thorough and a problem-solver.
Ability to adapt to change in the workplace or assignment of duties.
PHYSICAL REQUIREMENTS:
The physical demands described here are representative of those that must be met by Team Members to successfully perform the essential functions of the job.
While performing the duties of this job, the Team Member is regularly required to talk and hear. Required to frequently sit, stand, walk, use hands to finger, handle or feel, and reach with hands and arms.
The Team Member is occasionally required to lift and/or move 10 pounds, sit; stoop, bend and kneel. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copiers, filing cabinets and fax machines, etc.
This is a full-time position. Days and hours of work are Monday through Friday, 8:00 am to 5:00 pm, occasional overtime required.
OTHER DUTIES:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the Team Member for this job. Duties, responsibilities and activities may change at any time with or without notice.
Associate Solutions Consultant - Microsoft Sales
Management consultant job in Little Chute, WI
Full-time Description
The Associate Consultant (ASC) - Microsoft Sales position provides a unique opportunity to focus on and grow HBS's strategic relationship and brand within Microsoft by focusing on the joint value proposition of the partner alliance. A successful ASC on HBS's Microsoft Sales Team will work closely with the Associate General Manager to drive new business with current customers and prospect new customers.
This individual will assist - and in many cases lead - the sales process by aligning our Microsoft technology solutions, building long-term relationships, and serving as a strategic advisor to help customers achieve their business goals.
This role is for those eager to learn, shape the business, adapt within a fast-paced high-volume work environment, and embrace exciting challenges that come with the ever-changing technology landscape within Microsoft.
Roles and Responsibilities/ Essential Functions:
Drive growth in existing customer base by identifying opportunities to introduce additional HBS and Microsoft solutions and services, thereby enhancing HBS's partnership value and customer satisfaction.
Identify customer prospects through Microsoft Co-selling, client referrals, association and industry group participation, and conference/tradeshow attendance.
Co-sell with Microsoft by conducting Rhythm of Business (ROB) meetings with sellers, bringing them into established accounts, and selling HBS into their customer base.
Provide sales support by assisting other HBS Solutions Consultants with selling our Applications (HBS's Microsoft-focused service delivery team) services within their customer base.
Be an expert on Microsoft technologies and products by obtaining certifications (ex. MS-900, AZ-900, SC-900, etc.), engaging in Microsoft's sales meetings, attending conferences, and reading relevant publications on product applications and market trends.
Understand Microsoft's partner sales motions, financial incentives, and go-to market strategies to enrich the sales process within HBS.
Serve as the central coordinator between internal teams and Microsoft to meet partnership goals and drive revenue growth.
Support the HBS technical teams with Microsoft customer references, association of Claiming Partner of Record (CPOR) and Partner Admin Link (PAL), and Microsoft Marketplace offers that align with the fiscal years' solution plays and priorities.
Address customer inquiries on products, services, pricing, availability, uses, and credit terms with expert precision.
Craft compelling proposals covering prices, funding details, and solution design specifics.
Conduct onsite visits, when applicable, to engage with customers to better understand their business needs and build strong partner relationships.
Utilize CRM and Microsoft Partner Center to maintain meticulous customer opportunities and referrals to display the full visibility into the business HBS is driving for Microsoft and HBS leadership.
Forecast sales opportunities accurately as they initiate, develop and close following the Microsoft Customer Engagement Methodology (MCEM).
Collaborate with internal stakeholders to ensure the proper allocation and utilization of engineering resources to drive revenue growth to obtain HBS's key metrics and KPIs within Application and other engineering teams.
Invest in team members' growth and development by exchanging valuable insights and successful selling strategies that drive results.
Demonstrate technical solutions and services by articulating HBS's business value portfolio to clients via calls and presentations with clarity and excitement.
Champion our company's capabilities, reputation, products, systems, services, and cutting-edge techniques across multiple industries nationwide.
Execute integrated sales and marketing campaigns to achieve sales goals.
Meet or exceed sales targets by leveraging dynamic sales strategies (>$300,000).
Requirements
Competencies:
Accountability - Ability to accept responsibility and account for his/her actions.
Ambition - The drive to achieve personal advancement.
Customer Oriented - Ability to take care of the customers' needs while following company policy.
Decision Making - Ability to make critical decisions while following company procedures.
Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
Motivation - Ability to inspire oneself and others to reach a goal and perform to the best of their ability.
Presentation Skills - Ability to effectively present information publicly.
Relationship Building - Ability to effectively build relationships with customers and co-workers
Required Experience:
Proven track record in outside or inside sales, particularly in technology or consulting services
At least one (1) year of experience with Microsoft solutions and products
Preferred Experience:
Two years or more of related sales experience
Required Skills, Education and/ or Certifications:
High School Diploma or equivalent
Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Strong ability to build and maintain relationships with customers and partners
Preferred Skills, Education and/ or Certifications:
Co-selling with Microsoft
Bachelor's Degree (four-year college or university)
Deep understanding of Microsoft technologies and solutions
Microsoft Certifications: AZ-900, AI-900, SC-900, MS-900
Equal Opportunity Employer - Including Disabled and Veterans
#HBS
For-Profit Audit Senior Manager
Management consultant job in Appleton, WI
Enjoy a collaborative work environment and breadth of advancement and mentorship opportunities with our growing Audit team. Our Audit team excels in a team-oriented, dynamic environment with a family atmosphere. In this role, you'll experience a variety of external client work, coupled with flexibility and nearby onsite travel opportunities. We are driven by the ideas and dedication of our talented professionals and are always looking to attract those with the desire to make an impact and have a rewarding career.
Responsibilities:
· Participate in and perform procedures to achieve audit objectives.
· Participate in and perform procedures to achieve SSARS reporting objectives.
· Lead team through the delegation of tasks throughout the planning, field work and “wrap-up” stages of an audit client engagement.
· Advise clients and resolve complex accounting issues.
· Document and access various financial reporting control systems.
· Market, network, develop new businesses and lead client presentations.
Requirements
Qualifications:
· Bachelor's Degree in Accounting, Business Administration, or related field
· CPA license
· 5+ years in accounting, auditing and financial management, specifically in for-profit
· Strong organizational, research, analytical, problem solving, communication, and presentation skills
· Technical skills pertaining to the preparation of compilation and reviews
· Proficiency with generally accepted accounting principles (GAAP) and internal controls over financial reporting
Culture and Core Values:
KerberRose offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:
· Honesty
· Integrity
· Respect
· Balanced Life
· Community Oriented
Our team members are our most valuable assets, which is why KerberRose team members are given frequent opportunities for achievement and recognition.
Benefits:
· Mentorship and Talent Development Program Opportunities
· Continuing Professional Education
· Paid Time Off and Holidays
· Employer Matching 401(K) & Profit Sharing Plan
· Health, Dental, Vision, and Life Insurance
· Flex Spending Account/Section 125 Plan
· Health Care Reimbursement Account
· Short-Term and Long-Term Disability
· Wellness Reimbursement and Programs
· Student Loan Repayment Program
· Business Development Incentives
KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 200 Firms.
Plan Consultant - DB
Management consultant job in Appleton, WI
Job DescriptionDescription:
The Plan Consultant is a key compliance and technical resource responsible for administering and supporting
employer-sponsored retirement plans. Training is provided to acquire expertise in plan testing, contribution
calculations, and government filings. The Plan Consultant collaborates with internal teams and clients to ensure
retirement plans are operated in full compliance with IRS, DOL and ERISA regulations
Key Responsibilities
Maintain an assigned book of plans, including defined benefit and defined contribution plans.
Prepare (and/or review, based on experience) valuations and compliance testing pursuant to
ERISA guidelines and IRS procedures.
Calculate plan contributions to optimize tax savings while passing required testing.
Perform additional required testing, such as General Testing (401(a)4), Compensation
Ratio Testing (414(s) Testing), etc.
Prepare earned income calculation, as necessary, for an unincorporated employer.
Prepare asset reconciliations, including trust accounting, as necessary.
• Prepare (and/or review, based on experience) necessary government filings pursuant to
IRS/DOL guidelines and requirements, included but not limited to Forms 5500, 5330, and
Schedule SB.
• Analyze plan documents and pro-actively recommend changes to accommodate client needs.
• Assist plan sponsors with the plan termination process, including PBGC-covered plans.
• Provide quality communication with the plan sponsor, advisors, and accountants.
• Prepare preliminary design studies and projections for prospective clients.
• Support actuaries and consultants to provide superior client service.
• Prepare calculation of retirement distribution benefits.
• Prepare PBGC premium filings and notices.
Requirements:
Minimum of 3+ years of experience in defined benefit and defined contribution administration.
• In-depth knowledge of IRS, DOL and ERISA regulations.
• Proficient skills with Microsoft products, specifically Excel and Word.
• Ability to work under pressure and prioritize work based on deadlines.
• Strong analytical and mathematical skills.
• Excellent written and verbal communication skills.
• Meticulous attention to detail and accuracy.
• Ability to work with minimal day-to-day supervision.
• Familiarity of PBGC requirements
HVAC Comfort Consultant
Management consultant job in West Bend, WI
Job Description
About the Role: As an HVAC Comfort Consultant, you will listen to the needs of customers, working with them to determine the best new equipment to meet their needs. Your strong sales skills, technical knowledge, and customer-centric approach will be instrumental in driving sales, building relationships, and contributing to our continued success.
Why You'll Want to Work Here:
Core values that we live every day - not just words on a page:
We Win Together, Today Not Tomorrow, Performance Not Politics
Performance pay directly tied to results
- You deliver for us, we deliver for you
Benefits you will use
- Full medical, dental, and vision packages including fully employer paid options
Secure your financial future
- 401(k) with company match
We invest in your future
- ongoing training that directly results into bigger career opportunities combined with continuous education stipends
Speed and scale
- Work with a company that operates at the speed of a start up with the investment backing of an institutional investor
Comfort Consultant Key Responsibilities:
Engage with residential customers in person, over the phone, and via email to understand their HVAC needs and offer suitable solutions.
Conduct thorough on-site assessments of customers' HVAC systems, identifying issues, recommending upgrades or repairs, and providing cost estimates.
Present and explain the features and benefits of our HVAC products and services, addressing customer concerns and objections.
Prepare accurate and detailed proposals, contracts, and sales agreements for customers.
Collaborate with the installation team to ensure a seamless handover of projects and exceptional customer satisfaction.
Develop and maintain strong relationships with new and existing customers, fostering customer loyalty and generating repeat business.
Proactively seek out and follow up on sales leads, referrals, and opportunities to expand our customer base.
Stay up to date on industry trends, product knowledge, and advancements to deliver informed recommendations to customers.
Achieve and exceed sales targets and quotas, consistently delivering outstanding sales performance.
Maintain accurate records of sales activities, customer interactions, and sales pipeline using CRM software.
Participate in regular sales meetings, training sessions, and professional development opportunities.
Collaborate with the marketing team to implement sales campaigns, promotions, and lead generation strategies.
Comfort Consultant Qualifications:
Proven experience in HVAC sales, preferably within the residential sector.
Strong sales acumen with a track record of achieving and exceeding sales targets.
Technical knowledge of HVAC systems, products, and services.
Excellent interpersonal and communication skills, with the ability to build rapport and establish trust with customers.
Persuasive and confident presentation skills, able to clearly articulate complex HVAC concepts to homeowners.
Customer-centric mindset with a focus on delivering exceptional service and satisfaction.
Self-motivated and driven to succeed, with a proactive and results-oriented approach.
Ability to work independently, manage time effectively, and prioritize tasks.
Proficiency in using CRM software and other sales tools.
Valid driver's license and clean driving record.
Comfort Consultant Interpersonal Qualifications:
Customer service focus and mindset, putting our employees and Partners first, with excellent ability to communicate and develop relationships.
Exceptional problem-solving and conflict resolution abilities to improve things both big and small.
Highly organized, ability to act quickly while still having attention to detail.
Hold yourself to a higher standard and exhibit a high level of integrity.
About Us:
Albiero Plumbing, Heating & Air Conditioning has been proudly serving the West Bend and Washington County area since 1967. We're a trusted, family-owned business known for quality craftsmanship, honest service, and long-term relationships with our customers and team members. From plumbing to HVAC and water treatment, we deliver reliable solutions and stand behind our work-every time. Join a company where your skills are valued, your growth is supported, and your work truly makes a difference in the community.
Albiero Plumbing, Heating & Air Conditioning is an equal opportunity employer. We consider all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
Express Lube Consultant
Management consultant job in Appleton, WI
Job Details Appleton Chevrolet - Appleton, WI Full Time Express Lube Service Consultant
Bergstrom Chevrolet of Appleton At Bergstrom Automotive, we're proud to be Wisconsin's largest dealership, setting the standard for exceptional guest experiences. Our team is driven by innovation, integrity, and a dedication to fostering growth and success for our team members. If you're passionate about delivering outstanding service and growing your career, Bergstrom is the place for you!
Key Responsibilities
Greet guests promptly and warmly upon arrival.
Review guests' maintenance needs and clearly explain recommended services.
Prepare repair orders with accuracy and attention to detail.
Communicate effectively with the service technicians to ensure timely service completion.
Monitor the status of vehicles and keep guests informed throughout the process.
Ensure an outstanding guest experience by addressing any questions or concerns.
Maintain a clean and organized workspace to reflect Bergstrom's standards of excellence.
Schedule: Monday - Friday 8:00 am to 5:00 pm and 2 Saturday's / month in exchange for weekday off
Annual pay averaging $45,000+ year based on $17.00/hour plus a monthly performance based bonuses.
Qualifications
Passion for providing exceptional guest service.
Excellent communication and interpersonal skills.
Ability to multitask and stay organized in a fast-paced environment.
Knowledge of automotive maintenance is a plus but not required; training is provided.
Valid driver's license and a clean driving record.
Our Commitment to You
At Bergstrom Automotive, we value our team members and are dedicated to providing a supportive and rewarding workplace. Here's what you can expect when you join our team:
Competitive Compensation
Comprehensive Benefits: Medical, Dental, Vision, Short and Long Term Disability, and Life Insurance (for full-time team members)
Generous Time Off: Two weeks of PTO starting on your first day (for full-time team members)
Exclusive Discounts: Save on vehicles, service, and parts
Financial Security: 401(k) plan with company match (for full-time team members)
Work-Life Balance: Paid holidays (for full-time team members)
Wellness Support:
Wellness Program
Free Team Member Clinic
Access to a Free Health Coach
Employee Assistance Program
Team Recognition: Employee Referral Program
Career Development: Ongoing training and opportunities for growth and advancement
At Bergstrom Automotive, we are committed to fostering a culture where our team members thrive both personally and professionally. Join us and be a part of our dynamic, award-winning team!
Join Wisconsin's Largest and Most Award-Winning Automotive Group!
Bergstrom Automotive, established in 1982 in Neenah, Wisconsin, has grown to become Wisconsin's largest automotive group and a top 50 dealer in the United States. With over 2,300 team members across 40 dealerships representing 36 brands in Green Bay, Kaukauna, Appleton, Manitowoc, Neenah, Oshkosh, Madison, and Middleton, we are proud to deliver exceptional guest experiences every day.
Our team has been consistently recognized by Automotive News as the top dealership group to work for in Wisconsin and one of the best in the United States. We've also earned accolades such as Glassdoor's “Best Places to Work” award and honors from the Better Business Bureau and Time Magazine.
At Bergstrom Automotive, we are deeply committed to giving back to our communities, supporting local organizations such as Make-a-Wish, United Way, and Breast Cancer Research at the Medical College of Wisconsin.
Join us and be part of a team dedicated to excellence, integrity, and making a difference both on and off the lot!
IRIS Consultant - Appleton/Green Bay Area
Management consultant job in Greenville, WI
🌟 Now Hiring: IRIS Consultant
📍
Milwaukee, WI (Hybrid Role)
🕗
Full-Time | 40 hrs/week | 8 AM - 5 PM
🚗
Travel Required (30-50%)
💼
Benefit Eligible
Are you passionate about empowering others to live independently and direct their own care? Join Lutheran Social Services of Wisconsin and Upper Michigan as an IRIS Consultant and help individuals shape meaningful lives through the IRIS Program (
Include, Respect, I Self-Direct
). 💙
As part of our ICA Team, you'll work in a social services capacity to support participants in maintaining autonomy, ensuring health and safety, and navigating long-term care services. This is a continuous posting in anticipation of potential future openings in the Appleton/Green Bay area and surrounding areas.
🧠 What You'll Do
🤝 Build trusting relationships with participants
📝 Assist in developing IRIS Support and Services Plans
📞 Maintain monthly contact and quarterly visits
🧭 Help participants understand and maintain IRIS eligibility
🧑 🤝 🧑 Connect with local agencies and ADRCs to expand service options
📋 Document all contacts and visits in required systems within 2 business days
🧪 May conduct annual Long-Term Care Functional Screens
💡 Work independently while collaborating with a supportive ICA team
🎁 Perks & Benefits
🎓 Public Service Loan Forgiveness (PSLF) eligibility + support navigating PSLF
🏥 Medical, Dental & Vision Insurance
💳 Flex Spending (Health & Dependent Care)
🚙 Mileage Reimbursement
🏖️ Paid Time Off + 10 Paid Holidays
💰 403B Retirement Contribution
📈 Annual Raises
🧘 Calm Wellness App - Premium Access
💸 Early Earned Wage Access (UKG Wallet)
🧑 ⚕️ Employee Assistance Program
🏅 Service Awards & Recognition
📚 Qualifications
🎓 Bachelor's degree in social work, psychology, human services, or related field OR 4+ years of direct experience in social services with seniors or individuals with disabilities OR Current IRIS Consultant in good standing with DHS exemption
🌍 Bilingual in Spanish, Hmong, or other languages is a plus!
💪 Strong commitment to participant autonomy and meaningful living
💻 Comfortable with smartphones, tablets, and computer systems
🧠 Knowledge of human behavior, social interaction, and community resources
🤝 Willingness to serve diverse populations with respect and empathy
🚘 Requirements
Valid driver's license & reliable transportation
Satisfactory driving record per LSS Driver Safety Procedure
Ability to meet LSS auto insurance requirements
✨ Ready to make a difference? Apply today and help individuals lead empowered, self-directed lives through the IRIS Program!
LSS is an Equal Opportunity Employer (EOE).
Sr Manager, Digital Strategy
Management consultant job in Appleton, WI
The application window is expected to close on 12/12/25 Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received. Remote United States Meet the Team We are seeking an experienced and innovative Senior Manager, Digital Strategy, to join us and lead a digital marketing team that drives results for key products in the Cisco Security portfolio, like XDR and Secure Access.
Your Impact
The Senior Manager, Digital Strategy, will play a critical role in scaling our end-to-end digital ABM program and shaping the direction of our digital demand generation strategies across channels. The ideal candidate should have a solid background in marketing, management, have exceptional communication skills, and a strong understanding of digital demand generation and brand building. This role will work closely with demand and regional leaders within marketing and the sales teams.
Responsibilities:
Lead cross-functional teams to develop comprehensive demand strategies and digital account-based marketing activations aligned with organizational goals.
Manage and scale digital webinars program across the security portfolio.
Implement process improvements to assist other departments for visibility.
Negotiate contracts and manage relationships with external vendors and partners.
Manage and balance budget submissions.
Analyze performance of each channel to optimize and rebalance investments across channels.
Understand and analyze pipeline metrics to determine effectiveness.
Minimum Qualifications
Bachelor's degree in marketing, Business, or a related field. Master's degree preferred.
10 + years of proven experience in demand generation. digital marketing, or related roles.
Experience managing a team of direct reports.
Tech industry experience required for consideration.
Experience managing multi-million-dollar marketing budgets.
Strong knowledge of digital platforms and proficiency in digital tactics, including account-based marketing tools, paid media, and email marketing.
Excellent written and verbal communication skills, with the ability to present for executive audiences.
Demonstrated ability to manage multiple projects simultaneously and meet deadlines.
Analytical mindset with experience in data-driven decision-making and proficiency in marketing analytics tools.
Strong interpersonal skills and the ability to collaborate effectively with cross-functional teams.
Experience leading social teams, building demand strategies, and executing on campaign strategies.
Experience in B2B marketing or in the technology/software industry is required.
Preferred
Experience working within the security and/or cybersecurity industry.
Experience running ABM programs and working with tools such as 6sense.
Familiarity with CRM and marketing automation platforms (e.g., Eloqua, Tableau, and Salesforce).
Why Cisco?
At Cisco, we're revolutionizing how data and infrastructure connect and protect organizations in the AI era - and beyond. We've been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide customers with unparalleled security, visibility, and insights across the entire digital footprint.
Fueled by the depth and breadth of our technology, we experiment and create meaningful solutions. Add to that our worldwide network of doers and experts, and you'll see that the opportunities to grow and build are limitless. We work as a team, collaborating with empathy to make really big things happen on a global scale. Because our solutions are everywhere, our impact is everywhere.
We are Cisco, and our power starts with you.
Message to applicants applying to work in the U.S. and/or Canada:
The starting salary range posted for this position is $174,000.00 to $219,200.00 and reflects the projected salary range for new hires in this position in U.S. and/or Canada locations, not including incentive compensation*, equity, or benefits.
Individual pay is determined by the candidate's hiring location, market conditions, job-related skillset, experience, qualifications, education, certifications, and/or training. The full salary range for certain locations is listed below. For locations not listed below, the recruiter can share more details about compensation for the role in your location during the hiring process.
U.S. employees are offered benefits, subject to Cisco's plan eligibility rules, which include medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, paid parental leave, short and long-term disability coverage, and basic life insurance. Please see the Cisco careers site to discover more benefits and perks. Employees may be eligible to receive grants of Cisco restricted stock units, which vest following continued employment with Cisco for defined periods of time.
U.S. employees are eligible for paid time away as described below, subject to Cisco's policies:
* 10 paid holidays per full calendar year, plus 1 floating holiday for non-exempt employees
* 1 paid day off for employee's birthday, paid year-end holiday shutdown, and 4 paid days off for personal wellness determined by Cisco
* Non-exempt employees receive 16 days of paid vacation time per full calendar year, accrued at rate of 4.92 hours per pay period for full-time employees
* Exempt employees participate in Cisco's flexible vacation time off program, which has no defined limit on how much vacation time eligible employees may use (subject to availability and some business limitations)
* 80 hours of sick time off provided on hire date and each January 1st thereafter, and up to 80 hours of unused sick time carried forward from one calendar year to the next
* Additional paid time away may be requested to deal with critical or emergency issues for family members
* Optional 10 paid days per full calendar year to volunteer
For non-sales roles, employees are also eligible to earn annual bonuses subject to Cisco's policies.
Employees on sales plans earn performance-based incentive pay on top of their base salary, which is split between quota and non-quota components, subject to the applicable Cisco plan. For quota-based incentive pay, Cisco typically pays as follows:
* .75% of incentive target for each 1% of revenue attainment up to 50% of quota;
* 1.5% of incentive target for each 1% of attainment between 50% and 75%;
* 1% of incentive target for each 1% of attainment between 75% and 100%; and
* Once performance exceeds 100% attainment, incentive rates are at or above 1% for each 1% of attainment with no cap on incentive compensation.
For non-quota-based sales performance elements such as strategic sales objectives, Cisco may pay 0% up to 125% of target. Cisco sales plans do not have a minimum threshold of performance for sales incentive compensation to be paid.
The applicable full salary ranges for this position, by specific state, are listed below:
New York City Metro Area:
$196,000.00 - $284,100.00
Non-Metro New York state & Washington state:
$174,000.00 - $252,100.00
* For quota-based sales roles on Cisco's sales plan, the ranges provided in this posting include base pay and sales target incentive compensation combined.
Employees in Illinois, whether exempt or non-exempt, will participate in a unique time off program to meet local requirements.
Treasury Management Associate
Management consultant job in Appleton, WI
at First Business Bank
Join us today as a Treasury Management Associate! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! Work Model: Based out of our Appleton, WI location and onsite Monday-Friday, 8am-5pm. OVERVIEW The Treasury Management Associate is a key contributor in servicing the overall banking portfolio. Focusing on client onboarding, managing documentation, executing product setup and maintenance, and related monitoring, this role follows established procedures. This role provides support to Client Services, assisting with client transactions, answering phones, account documentation, and other service-related tasks. Specifically, as a Treasury Management Associate you will:
Deliver Exceptional Customer Service - Treasury Management
This role is responsible for delivering a high level of personal service to both internal and external clients by promptly answering phone calls, greeting visitors, and responding to emails. The Associate handles routine Treasury Management tasks and related account maintenance and refers complex issues and banking solutions to Treasury Management Officers (TMO) and Client Relationship Specialists (CRS). Key responsibilities include coordinating new client onboarding and ongoing account maintenance, preparing documentation, and gathering product setup information. The role may also support limited client profiling and proposal preparation (including fee modeling). Additional duties may include supporting account reviews to ensure optimal service delivery.
Prepare New Account and Maintenance Documents with Accuracy
Responsible for opening and closing accounts, processing card applications, and performing routine account maintenance. Monitors key reporting activities to ensure timely and accurate handling across bank offices.
Perform Banking Transactions with Accuracy
Processes routine transactions such as deposits, withdrawals, and payments. Supports cash and card services, maintains accurate balances, and follows established transaction procedures.
Perform Other Duties as Assigned
Assists with scheduling and meeting logistics including preparing materials. May help monitor procedures and attend internal or external meetings and events as needed. The successful candidate should have:
Associate's degree in business related field or equivalent work experience
Prior cash handling and customer service experience preferred.
Strong organizational and multitasking skills, with the ability to meet strict deadlines
Excellent written and verbal communication skills
Proficiency in Microsoft Office and familiarity with Salesforce or similar CRM systems
Ability to handle confidential information with discretion
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
Auto-ApplyAssociate Solutions Consultant - Microsoft Sales
Management consultant job in Little Chute, WI
Job DescriptionDescription:
The Associate Consultant (ASC) - Microsoft Sales position provides a unique opportunity to focus on and grow HBS's strategic relationship and brand within Microsoft by focusing on the joint value proposition of the partner alliance. A successful ASC on HBS's Microsoft Sales Team will work closely with the Associate General Manager to drive new business with current customers and prospect new customers.
This individual will assist - and in many cases lead - the sales process by aligning our Microsoft technology solutions, building long-term relationships, and serving as a strategic advisor to help customers achieve their business goals.
This role is for those eager to learn, shape the business, adapt within a fast-paced high-volume work environment, and embrace exciting challenges that come with the ever-changing technology landscape within Microsoft.
Roles and Responsibilities/ Essential Functions:
Drive growth in existing customer base by identifying opportunities to introduce additional HBS and Microsoft solutions and services, thereby enhancing HBS's partnership value and customer satisfaction.
Identify customer prospects through Microsoft Co-selling, client referrals, association and industry group participation, and conference/tradeshow attendance.
Co-sell with Microsoft by conducting Rhythm of Business (ROB) meetings with sellers, bringing them into established accounts, and selling HBS into their customer base.
Provide sales support by assisting other HBS Solutions Consultants with selling our Applications (HBS's Microsoft-focused service delivery team) services within their customer base.
Be an expert on Microsoft technologies and products by obtaining certifications (ex. MS-900, AZ-900, SC-900, etc.), engaging in Microsoft's sales meetings, attending conferences, and reading relevant publications on product applications and market trends.
Understand Microsoft's partner sales motions, financial incentives, and go-to market strategies to enrich the sales process within HBS.
Serve as the central coordinator between internal teams and Microsoft to meet partnership goals and drive revenue growth.
Support the HBS technical teams with Microsoft customer references, association of Claiming Partner of Record (CPOR) and Partner Admin Link (PAL), and Microsoft Marketplace offers that align with the fiscal years' solution plays and priorities.
Address customer inquiries on products, services, pricing, availability, uses, and credit terms with expert precision.
Craft compelling proposals covering prices, funding details, and solution design specifics.
Conduct onsite visits, when applicable, to engage with customers to better understand their business needs and build strong partner relationships.
Utilize CRM and Microsoft Partner Center to maintain meticulous customer opportunities and referrals to display the full visibility into the business HBS is driving for Microsoft and HBS leadership.
Forecast sales opportunities accurately as they initiate, develop and close following the Microsoft Customer Engagement Methodology (MCEM).
Collaborate with internal stakeholders to ensure the proper allocation and utilization of engineering resources to drive revenue growth to obtain HBS's key metrics and KPIs within Application and other engineering teams.
Invest in team members' growth and development by exchanging valuable insights and successful selling strategies that drive results.
Demonstrate technical solutions and services by articulating HBS's business value portfolio to clients via calls and presentations with clarity and excitement.
Champion our company's capabilities, reputation, products, systems, services, and cutting-edge techniques across multiple industries nationwide.
Execute integrated sales and marketing campaigns to achieve sales goals.
Meet or exceed sales targets by leveraging dynamic sales strategies (>$300,000).
Requirements:
Competencies:
Accountability - Ability to accept responsibility and account for his/her actions.
Ambition - The drive to achieve personal advancement.
Customer Oriented - Ability to take care of the customers' needs while following company policy.
Decision Making - Ability to make critical decisions while following company procedures.
Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
Motivation - Ability to inspire oneself and others to reach a goal and perform to the best of their ability.
Presentation Skills - Ability to effectively present information publicly.
Relationship Building - Ability to effectively build relationships with customers and co-workers
Required Experience:
Proven track record in outside or inside sales, particularly in technology or consulting services
At least one (1) year of experience with Microsoft solutions and products
Preferred Experience:
Two years or more of related sales experience
Required Skills, Education and/ or Certifications:
High School Diploma or equivalent
Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Strong ability to build and maintain relationships with customers and partners
Preferred Skills, Education and/ or Certifications:
Co-selling with Microsoft
Bachelor's Degree (four-year college or university)
Deep understanding of Microsoft technologies and solutions
Microsoft Certifications: AZ-900, AI-900, SC-900, MS-900
Equal Opportunity Employer - Including Disabled and Veterans
#HBS
Project Analyst
Management consultant job in Kohler, WI
Work Mode: Onsite Opportunity Under the direct supervision of the Program Manager, the Project Analyst conducts business analysis and summarizes results to support strategic decisions. Responsibilities include developing data and statistics, maintaining files for forecasting and planning, and assisting with projects related to existing product lines or channels.
Specific Responsibilities:
* Draft reports and presentations that highlight key metrics, operational opportunities, and resource data to support decision-making.
* Prepare clear, professional documents using standard office software and technology tools.
* Gather, organize, and summarize data for reporting and analysis.
* Review existing operations and contribute fresh ideas to drive continuous improvement and efficiency.
Key Competencies:
* Action-Oriented: Tackles new opportunities and challenges with urgency and enthusiasm.
* Positive Influence: Brings optimism that motivates and engages others.
* Analytical Thinking: Interprets complex and high-volume data to solve problems effectively.
* Root Cause Analysis: Digs deep to identify issues and applies structured problem-solving methods.
* Accountability: Takes ownership and ensures commitments are met.
Skills/Requirements
Required:
* Bachelor's degree in Business, Data, or Finance.
* Experience through coursework, internships, or projects in analytics or business operations
* Proficiency in Excel for data analysis and reporting.
* Strong organizational and communication skills with attention to detail.
* Self-starter with a passion for learning and contributing to meaningful outcomes.
Preferred Experience:
* Exposure to business analysis or people systems through academic or project work.
* Familiarity with creative teams and work management tools such as Workfront, Monday, or Workamajig.
#LI-KS1
#LI-Onsite
Applicants must be authorized to work in the US without requiring sponsorship now or in the future.
We believe in supporting you from the moment you join us, which is why Kohler offers day 1 benefits. This means you'll have access to your applicable benefit programs from your first day on the job, with no waiting period. The salary range for this position is $52,450 - $65,550. The specific salary offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location. Available benefits include medical, dental, vision & 401k.
Why Choose Kohler?
We empower each associate to #BecomeMoreAtKohler with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation. With more than 30,000 bold leaders across the globe, we're driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives.
About Us
It is Kohler's policy to recruit, hire, and promote qualified applicants without regard to race, creed, religion, age, sex, sexual orientation, gender identity or expression, marital status, national origin, disability or status as a protected veteran. If, as an individual with a disability, you need reasonable accommodation during the recruitment process, please contact *********************. Kohler Co. is an equal opportunity/affirmative action employer.
For-Profit Audit Senior Manager
Management consultant job in Green Bay, WI
Enjoy a collaborative work environment and breadth of advancement and mentorship opportunities with our growing Audit team. Our Audit team excels in a team-oriented, dynamic environment with a family atmosphere. In this role, you'll experience a variety of external client work, coupled with flexibility and nearby onsite travel opportunities. We are driven by the ideas and dedication of our talented professionals and are always looking to attract those with the desire to make an impact and have a rewarding career.
Responsibilities:
· Participate in and perform procedures to achieve audit objectives.
· Participate in and perform procedures to achieve SSARS reporting objectives.
· Lead team through the delegation of tasks throughout the planning, field work and “wrap-up” stages of an audit client engagement.
· Advise clients and resolve complex accounting issues.
· Document and access various financial reporting control systems.
· Market, network, develop new businesses and lead client presentations.
Requirements
Qualifications:
· Bachelor's Degree in Accounting, Business Administration, or related field
· CPA license
· 5+ years in accounting, auditing and financial management, specifically in for-profit
· Strong organizational, research, analytical, problem solving, communication, and presentation skills
· Technical skills pertaining to the preparation of compilation and reviews
· Proficiency with generally accepted accounting principles (GAAP) and internal controls over financial reporting
Culture and Core Values:
KerberRose offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:
· Honesty
· Integrity
· Respect
· Balanced Life
· Community Oriented
Our team members are our most valuable assets, which is why KerberRose team members are given frequent opportunities for achievement and recognition.
Benefits:
· Mentorship and Talent Development Program Opportunities
· Continuing Professional Education
· Paid Time Off and Holidays
· Employer Matching 401(K) & Profit Sharing Plan
· Health, Dental, Vision, and Life Insurance
· Flex Spending Account/Section 125 Plan
· Health Care Reimbursement Account
· Short-Term and Long-Term Disability
· Wellness Reimbursement and Programs
· Student Loan Repayment Program
· Business Development Incentives
KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 200 Firms.
Express Lube Consultant
Management consultant job in Ashwaubenon, WI
Job Details Green Bay Subaru - Ashwaubenon, WI Full Time Express Lube Service Consultant
Bergstrom Subaru of Green Bay At Bergstrom Automotive, we're proud to be Wisconsin's largest dealership, setting the standard for exceptional guest experiences. Our team is driven by innovation, integrity, and a dedication to fostering growth and success for our team members. If you're passionate about delivering outstanding service and growing your career, Bergstrom is the place for you!
Key Responsibilities
Greet guests promptly and warmly upon arrival.
Review guests' maintenance needs and clearly explain recommended services.
Prepare repair orders with accuracy and attention to detail.
Communicate effectively with the service technicians to ensure timely service completion.
Monitor the status of vehicles and keep guests informed throughout the process.
Ensure an outstanding guest experience by addressing any questions or concerns.
Maintain a clean and organized workspace to reflect Bergstrom's standards of excellence.
Schedule: Monday-Friday 7:00 am to 4:00 pm / 9:00 am to 6:00 pm (rotating Saturdays)
Annual pay averaging $45,000+ year based on $17.00/hour plus a monthly performance based bonuses.
Qualifications
Passion for providing exceptional guest service.
Excellent communication and interpersonal skills.
Ability to multitask and stay organized in a fast-paced environment.
Knowledge of automotive maintenance is a plus but not required; training is provided.
Valid driver's license and a clean driving record.
Our Commitment to You
At Bergstrom Automotive, we value our team members and are dedicated to providing a supportive and rewarding workplace. Here's what you can expect when you join our team:
Competitive Compensation
Comprehensive Benefits: Medical, Dental, Vision, Short and Long Term Disability, and Life Insurance (for full-time team members)
Generous Time Off: Two weeks of PTO starting on your first day (for full-time team members)
Exclusive Discounts: Save on vehicles, service, and parts
Financial Security: 401(k) plan with company match (for full-time team members)
Work-Life Balance: Paid holidays (for full-time team members)
Wellness Support:
Wellness Program
Free Team Member Clinic
Access to a Free Health Coach
Employee Assistance Program
Team Recognition: Employee Referral Program
Career Development: Ongoing training and opportunities for growth and advancement
At Bergstrom Automotive, we are committed to fostering a culture where our team members thrive both personally and professionally. Join us and be a part of our dynamic, award-winning team!
Join Wisconsin's Largest and Most Award-Winning Automotive Group!
Bergstrom Automotive, established in 1982 in Neenah, Wisconsin, has grown to become Wisconsin's largest automotive group and a top 50 dealer in the United States. With over 2,300 team members across 40 dealerships representing 36 brands in Green Bay, Kaukauna, Appleton, Manitowoc, Neenah, Oshkosh, Madison, and Middleton, we are proud to deliver exceptional guest experiences every day.
Our team has been consistently recognized by Automotive News as the top dealership group to work for in Wisconsin and one of the best in the United States. We've also earned accolades such as Glassdoor's “Best Places to Work” award and honors from the Better Business Bureau and Time Magazine.
At Bergstrom Automotive, we are deeply committed to giving back to our communities, supporting local organizations such as Make-a-Wish, United Way, and Breast Cancer Research at the Medical College of Wisconsin.
Join us and be part of a team dedicated to excellence, integrity, and making a difference both on and off the lot!
IRIS Consultant - Appleton/Green Bay Area
Management consultant job in Green Bay, WI
🌟 Now Hiring: IRIS Consultant
📍
Milwaukee, WI (Hybrid Role)
🕗
Full-Time | 40 hrs/week | 8 AM - 5 PM
🚗
Travel Required (30-50%)
💼
Benefit Eligible
Are you passionate about empowering others to live independently and direct their own care? Join Lutheran Social Services of Wisconsin and Upper Michigan as an IRIS Consultant and help individuals shape meaningful lives through the IRIS Program (
Include, Respect, I Self-Direct
). 💙
As part of our ICA Team, you'll work in a social services capacity to support participants in maintaining autonomy, ensuring health and safety, and navigating long-term care services. This is a continuous posting in anticipation of potential future openings in the Appleton/Green Bay area and surrounding areas.
🧠 What You'll Do
🤝 Build trusting relationships with participants
📝 Assist in developing IRIS Support and Services Plans
📞 Maintain monthly contact and quarterly visits
🧭 Help participants understand and maintain IRIS eligibility
🧑 🤝 🧑 Connect with local agencies and ADRCs to expand service options
📋 Document all contacts and visits in required systems within 2 business days
🧪 May conduct annual Long-Term Care Functional Screens
💡 Work independently while collaborating with a supportive ICA team
🎁 Perks & Benefits
🎓 Public Service Loan Forgiveness (PSLF) eligibility + support navigating PSLF
🏥 Medical, Dental & Vision Insurance
💳 Flex Spending (Health & Dependent Care)
🚙 Mileage Reimbursement
🏖️ Paid Time Off + 10 Paid Holidays
💰 403B Retirement Contribution
📈 Annual Raises
🧘 Calm Wellness App - Premium Access
💸 Early Earned Wage Access (UKG Wallet)
🧑 ⚕️ Employee Assistance Program
🏅 Service Awards & Recognition
📚 Qualifications
🎓 Bachelor's degree in social work, psychology, human services, or related field OR 4+ years of direct experience in social services with seniors or individuals with disabilities OR Current IRIS Consultant in good standing with DHS exemption
🌍 Bilingual in Spanish, Hmong, or other languages is a plus!
💪 Strong commitment to participant autonomy and meaningful living
💻 Comfortable with smartphones, tablets, and computer systems
🧠 Knowledge of human behavior, social interaction, and community resources
🤝 Willingness to serve diverse populations with respect and empathy
🚘 Requirements
Valid driver's license & reliable transportation
Satisfactory driving record per LSS Driver Safety Procedure
Ability to meet LSS auto insurance requirements
✨ Ready to make a difference? Apply today and help individuals lead empowered, self-directed lives through the IRIS Program!
LSS is an Equal Opportunity Employer (EOE).