Senior Sales Representative jobs at Moss Adams

Are you a driven, relationship-focused Outside Sales professional? Do you thrive on building strong customer partnerships? Are you energized by hitting (and exceeding) sales goals? Do you believe in solving problems, not just taking orders? If so, you should check out Multi Sales! Since 1959, Multi Sales, headquartered in La Palma, CA, has been serving clients with integrity, value, and unmatched product knowledge. We are a premier wholesale distributor of door and gate automation products with locations in California and Oregon, shipping nationwide daily. Our portfolio includes GDOS (Garage Door Operators), CDO (Commercial Door Operators), torsion springs, tracks and hardware, high cycle doors, fire doors, counter shutters, RFID systems, key cards and readers, TES (Telephone Entry Systems), proximity cards, strikes, entrapment protection devices, wireless control, photo eyes, and actuator arms. We are seeking a results-oriented Outside Sales Representative to join our team-someone with the initiative to grow a territory, the curiosity to learn our products inside and out, and the confidence to close deals. If you love the thrill of prospecting and the satisfaction of keeping customers for life, this could be your next move. Why You'll Love Working Here $70,000 base salary, quarterly multi-tiered bonus 90% of base plan Medical, Dental, and Vision coverage Group Life Insurance covered by employer Safe Harbor 401(k) with profit sharing Robust Employee Assistance Program Monday-Friday schedule, weekends off 10 paid holidays plus vacation and sick time Annual bonus opportunities Casual dress and family-oriented culture Employee Discount Program on Apple, T-Mobile, Disneyland, Nike, and other products and services What You'll Be Doing Leverage pipeline management, cold calling, prospecting, lead generation, follow-ups, and territory growth strategies to drive revenue and build long-term client relationships. Attend industry trade shows and events. Build long-term customer relationships by providing expert product knowledge, application advice, and troubleshooting support, including GDOS, CDO, torsion springs, high cycle doors, fire doors, TES, RFID systems, and related hardware. Negotiate terms, pricing, and stock agreements to create win-win outcomes. Collaborate with internal teams-purchasing, accounting, warehouse, and branches-to ensure customer satisfaction. Monitor industry trends and emerging technologies to identify new opportunities and expand revenue. Consistently meet and exceed personal and team sales goals. What You Bring Proven success in outside sales or account management (experience in access control, gate automation, or related industries is a plus). Strong communication, negotiation, and organizational skills. The ability to think strategically while managing day-to-day sales activities. Comfort with presenting solutions directly to customers, both in-person and virtually. A valid driver's license and willingness to travel within the territory.

What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The role would be working out of our community, Dolce Vita, located in Apache Junction, AZ. Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company-designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow-up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements, which may include the calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes, and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager, and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courtesy, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast-paced and team-centered environment. Ability to work weekends regularly. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail-oriented. Understand and follow company company-established policies and procedures. Enjoy collaborating as a team player with a strong work ethic, accepting constructive feedback, and following directions from managers. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products, including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required.

Guggenheim Securities Guggenheim Securities is seeking an experienced and results-driven Senior Sales Professional with a long-standing focus on insurance companies to join us in New York. This role requires exceptional interpersonal skills, proven ability to thrive in a fast-paced environment, and deep financial market expertise. The candidate will be responsible for sourcing new institutional investors, managing comprehensive investor relationships, and driving revenue growth across our structured products platform, including our warehouse lending business. This position requires strong collaboration with our warehouse lending, trading, syndicate, origination, and operations groups to deliver best-in-class client service and execution. Essential Job Functions * Source and develop new institutional investor relationships across asset managers, insurance companies, pension funds, banks, hedge funds, and other buy-side institutions, with a particular focus on insurance companies * Manage and expand existing investor relationships, serving as primary point of contact for key accounts * Lead client coverage strategy, including regular investor meetings, roadshows, and relationship reviews * Develop and present sophisticated trade ideas and market insights to institutional clients * Stay informed on macroeconomic trends, interest rate movements, credit spreads, regulatory developments, and other factors impacting fixed income markets * Collaborate with trading desk to price and structure customized fixed income solutions * Work closely with syndicate team on new issue allocations and investor feedback * Mentor and develop junior sales analysts and associates * Identify and implement process enhancements to improve efficiency in client servicing * Maintain accurate pipeline tracking and documentation of investor interactions Preferred Qualifications * Proven track record of strong relationships with long-term institutional investors, principally insurance companies * Deep understanding of institutional investor needs, investment mandates, and decision-making processes * Excellent verbal and written communication skills; demonstrated ability to communicate complex investment concepts to diverse constituents * Strong executive presence and ability to build credibility with C-suite and senior investment professionals * Ability to work effectively leading teams while maintaining individual accountability in a fast-paced environment * Strategic thinking combined with tactical execution capabilities * Expert knowledge of securitized fixed income products and broader capital markets * Strong analytical and quantitative skills Basic Qualifications * Bachelor's Degree * 10+ years of experience in fixed income sales, capital markets, or distribution, with demonstrated success in investor relationship management, focused on insurance companies * FINRA Series 7 and Series 63 required * Advanced proficiency with Bloomberg Terminal, Excel, and other financial tools Work Location * Currently, this role is expected to be in the New York office at least 4 days per week. Salary * Annual base salary between $250,000 and $300,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Guggenheim Securities * Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. * For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ***************************************** or ************. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth. Business Segment Overview Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. Job Purpose: StoneX is a publicly traded Fortune 50 company and one of the fastest-growing institutional dealers in the securities industry. Our U.S. Treasury business continues to expand globally, creating an opportunity for an experienced and driven sales professional to join our New York team. This individual will play a key role in growing client relationships and revenue across the U.S. rates market, with additional opportunity to expand our emerging G3 presence with relevant client counterparties. Responsibilities Serve as a principal driver of U.S. Treasury revenue production, managing client flows, risk positions, and trade execution with precision and urgency. Deliver consistent, high-touch service and market insights that deepen client engagement and reinforce our trusted counterparty status. Be a commercial leader on the desk, setting a high bar for client engagement, market insight, and execution excellence. This role requires a proactive, connected, and entrepreneurial mindset. Take ownership of alpha generation by developing and maintaining robust analytical models - spanning macro and micro-RV and cash-futures basis frameworks - for actionable use. Translate analysis into client-relevant trade ideas. Proactively originate, structure, and communicate marketable strategies that resonate with the client base, positioning the desk as a thought leader and first call on market moves. Employ a deliberate and disciplined risk management framework that optimizes capital efficiency and aligns trading decisions with broader franchise objectives. Deliver impactful market commentary to both the salesforce and institutional clients, providing differentiated perspectives on UST market dynamics, positioning trends, and central bank policy. Drive commercial engagement across regions and products, collaborating closely with partners in London, Singapore, and other trading teams to broaden the U.S. Treasury franchise. Act as a visible and active ambassador to clients, through regular dialogue, on-site visits, conference participation, and market events-building authentic relationships that generate inbound business and sustained wallet share. Deliver measurable impact from day one, bringing established client connectivity, market credibility, and the confidence to originate and execute meaningful risk and revenue. Exemplify a culture of accountability, integrity, and performance, adhering to firm compliance standards while contributing to a high-performing, client-driven team environment. Qualifications To land this role you will need: Education: BA or BS degree, preferably in finance, economics, or a related field. Experience: 4-10 years of experience in trading U.S. Treasuries, ideally in a sell-side capacity. A track record of success in maintaining a regularly profitable revenue profile. Ideal candidate will be well-versed in micro-RV trading strategies within the UST complex, including cash-futures basis trading. Proficiency in advanced Excel (incl. VBA) and familiarity with other programming languages is a plus. An entrepreneurial mindset, team-oriented attitude, and a proactive approach to problem-solving. Licenses: FINRA Series 7 and 63. Hiring Salary Range $150,000 - $200,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.) Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan. This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered. Permanent, full-time, #LI-SD1

The next part of your journey is right around the corner - with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Our Employee Benefits sales team is growing! This is your opportunity to accelerate your success as our next Employee Benefits Senior Sales Representative. The territory, consisting of the state of Arizona, offers the ideal mix of opportunities, from well-established mature business relationships with area producers to robust market development opportunities. Develop and manage a large, dynamic territory, which includes a full range of business, from long-established producers to significant growth opportunities. Serve as the key liaison between producers, customers and the company to drive sales goals and personal success. Effectively utilize the full range of resources we provide to ensure quota attainment, including a full, locally based service team, home office service groups, marketing and development resources, expertise of peers, Managers etc. to attain sales targets and drive customer satisfaction. Develop and continually improve product knowledge, sales skills, and competitive intelligence via both personal and formal development plans and utilize to compete effectively in the local market. Seek out opportunities to mentor others, improve team performance and experience, improve practices, share knowledge and enhance the success of the local, regional and national sales team. *Must be located in Phoenix, AZ to be considered for this role* *Must possess experience selling employee benefits to be considered for this role* *Must be able to travel throughout the state of AZ several days per week to be considered for this role* Skills and Background You'll Need EDUCATION: Bachelor's degree preferred. EXPERIENCE: Not less than 3 years of employee benefits sales experience. Proven results attainment in sales: Demonstrable quota attainment, solid & aggressive prospecting skills, territory management methodology, sales process, proposal prep, and presentation, etc. Excellent driving record is required. Must be insurable under corporate insurance carrier. Professional certification required: Life and Disability insurance license for all states within the office's assigned territory. If not currently licensed, licensing must be obtained upon hire. Key Behaviors of a Successful Candidate Driving Success. Pursues ambitious goals and shows resilience in the face of obstacles and setbacks. Customer Focus. Understands and anticipates both internal and external customer needs and develops customer-inspired solutions that exceed their expectations. Winning Together. Actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives and pushing to bring the best ideas forward. #LI-REMOTE Why Join The Standard? We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect: A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions An annual incentive bonus plan Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually - PTO increases with tenure A supportive, responsive management approach and opportunities for career growth and advancement Paid parental leave and adoption/surrogacy assistance An employee giving program that double matches your donations to eligible nonprofits and schools In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard. Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance. Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time to support a new hire's transition into the sales incentive plan. Compensation is made up of a base salary, incentives, and/or other bonuses when applicable. This is a minimum range that can be increased based on performance and sales activity. Salary Range: Compensation is made up of a base salary, commissions, and year-end bonuses. Total compensation range: $200k - $350k Positions will be posted for at least 5 days from original posting date. Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

The STS Tax Senior, State and Local Tax, applies industry knowledge and experience to clients by assisting in providing advice related to tax implications of their business objectives, recommend alternate courses of action, as well as identify different methods of complying with tax regulations. Additional responsibilities include applying knowledge to understand potential tax issues, evaluate and select alternative actions to lessen tax burden and cost of compliance, recognize and communicate potential risks, identify potential changes in the tax policy and apply new policies to tax compliance and assist in handling routine questions from federal or state agencies. This role also serves as primary contact for the clients, as needed, including but not limited to preparing and presenting presentations to clients and potential clients. Job Duties: Research: * Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities, and reports the analysis * Demonstrates an in-depth level of understanding of various tax authorities * Applies firm and professional standards for preparation of WTA and tax returns * Develops and maintains relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR) personnel Tax Compliance: * Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens * Tracks availability and filing requirements regarding client-related information * Applies tax compliance knowledge with a high degree of accuracy and efficiency * Utilizes knowledge of preparation and issues to price services and sell related services * Develops service in accordance with SOX rulings * Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements * Conducts detailed review of tax returns, and identifies basic, complex and advanced issues throughout the engagement * Communicates with clients to gather information when applicable * Prepares and reviews taxability matrices for client transactions assuring timely review and accuracy of returns Tax Consulting: * Develops, recommends, and implements methods to maximize client benefits, especially by decreasing clients' current and future taxes * Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other STS consultants, when appropriate * Interprets existing and new law and client facts to maximize benefits * Involves other state tax sub-specialty subject matter experts, when appropriate * Applies workplans for tax consulting projects performed for clients * Ensures client service teams comply with firm policy regarding WTA checklist * Develops consultative selling skills * Provides assistance with exam support * Assists in managing client expectations * Informs Core Tax Services leadership of state tax opportunities for clients Tax Controversy: * Reviews assessment notices * Monitors client expectations regarding issues of controversy * Handles routine questions from federal or state agencies with assistance Tax Related Software: * Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks * Trains staff on all current software tools Tax Specialization: * Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation * Manages specialization services efficiently * Involves and works with firm specialists when client and proposal work relates to areas in which the firm has specialists * Organizes and conducts internal CPE training sessions in area of specialization Accounting for Income Taxes - SFAS109: * Reviews basic tax provisions ASC740-10: * Applies firm policies, standards and BDO Tax Quality Manual regarding FAS 109 and FIN 48 * Assists others in learning and applying FAS 109 and FIN 48 * Reviews tax provisions * Communicates with Assurance counterparts to timely plan tax accrual reviews Strategy Development: * Introduces and develops new or improved ideas to advance the position of clients, the firm, or firm personnel by reducing taxes or expenses or providing non-tax benefits. * Reviews studies of tax implications and offers client alternative courses of action * Assists with research of potential tax strategies as well as implementation * Understands documentation associated with tax strategies * Identifies and leverages lesions learned on prior projects and offers input on how to improve * Suggests marketing approaches for new ideas * Discusses simple tax strategies with client * Builds client relationships, marketing, networking and business development * Provides technical client service to multi-state companies with state and local income/franchise tax issues including research, planning, and controversy work * Assists multi-state companies with state and local income/franchise tax planning, consulting, negotiation of settlements, voluntary disclosure agreements and state income/franchise tax audit representation (i.e., protests, refund claims and appeals) * Makes high-level decisions regarding filing and preparation, and handles questions from federal and state agencies * Economically and productively manages projects including billing and accounts receivable responsibilities * Educates and advises professionals regarding state and local tax law as well as developing their careers Other duties as required Supervisory Responsibilities: * Supervises work assignments of STS SALT Associates, as appropriate * Provides periodic performance feedback to and participates in the annual performance evaluation for STS SALT Associates, as appropriate * Acts as a mentor to and assists in the professional development of STS SALT Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: * Bachelors degree ,required * Masters degree in Accounting/Taxation or J.D., preferred Experience: * Two (2) or more years state and local/multistate experience, required License/Certifications: * CPA certification or other relevant certification, preferred Software: * Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred * Ability to use standard tax applications and research tools, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Excellent verbal and written communication skills * Strong analytical and research skills * Solid organizational skills * Ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Capable of building and maintaining strong relationships with internal and client personnel * Advanced knowledge of all tax return forms * Excellent people development and delegation skills * Ability to encourage a team environment on engagements * Executive presence and ability to act as primary contact on assigned engagements * Basic understanding of tax compliance * Ability to successfully interact with professionals at all levels * Working knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services * Working knowledge of sources of relevant information utilized in tax filings * Working knowledge and understanding of cause and effect for taxable conditions on clients and the potential tax issues * Possesses excellent decision-making skills * Ability to create written tax advice * Basic understanding of the ability to represent the client before any tax authority on contested issues Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $73,500 - $131,250 Maryland Range: $73,500 - $131,250 NYC/Long Island/Westchester Range: $73,500 - $131,250 Washington DC Range: $73,500 - $131,250

The STS Tax Senior, State and Local Tax, applies industry knowledge and experience to clients by assisting in providing advice related to tax implications of their business objectives, recommend alternate courses of action, as well as identify different methods of complying with tax regulations. Additional responsibilities include applying knowledge to understand potential tax issues, evaluate and select alternative actions to lessen tax burden and cost of compliance, recognize and communicate potential risks, identify potential changes in the tax policy and apply new policies to tax compliance and assist in handling routine questions from federal or state agencies. This role also serves as primary contact for the clients, as needed, including but not limited to preparing and presenting presentations to clients and potential clients. Job Duties: Research: Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities, and reports the analysis Demonstrates an in-depth level of understanding of various tax authorities Applies firm and professional standards for preparation of WTA and tax returns Develops and maintains relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR) personnel Tax Compliance: Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens Tracks availability and filing requirements regarding client-related information Applies tax compliance knowledge with a high degree of accuracy and efficiency Utilizes knowledge of preparation and issues to price services and sell related services Develops service in accordance with SOX rulings Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Conducts detailed review of tax returns, and identifies basic, complex and advanced issues throughout the engagement Communicates with clients to gather information when applicable Prepares and reviews taxability matrices for client transactions assuring timely review and accuracy of returns Tax Consulting: Develops, recommends, and implements methods to maximize client benefits, especially by decreasing clients' current and future taxes Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other STS consultants, when appropriate Interprets existing and new law and client facts to maximize benefits Involves other state tax sub-specialty subject matter experts, when appropriate Applies workplans for tax consulting projects performed for clients Ensures client service teams comply with firm policy regarding WTA checklist Develops consultative selling skills Provides assistance with exam support Assists in managing client expectations Informs Core Tax Services leadership of state tax opportunities for clients Tax Controversy: Reviews assessment notices Monitors client expectations regarding issues of controversy Handles routine questions from federal or state agencies with assistance Tax Related Software: Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks Trains staff on all current software tools Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation Manages specialization services efficiently Involves and works with firm specialists when client and proposal work relates to areas in which the firm has specialists Organizes and conducts internal CPE training sessions in area of specialization Accounting for Income Taxes - SFAS109: Reviews basic tax provisions ASC740-10: Applies firm policies, standards and BDO Tax Quality Manual regarding FAS 109 and FIN 48 Assists others in learning and applying FAS 109 and FIN 48 Reviews tax provisions Communicates with Assurance counterparts to timely plan tax accrual reviews Strategy Development: Introduces and develops new or improved ideas to advance the position of clients, the firm, or firm personnel by reducing taxes or expenses or providing non-tax benefits. Reviews studies of tax implications and offers client alternative courses of action Assists with research of potential tax strategies as well as implementation Understands documentation associated with tax strategies Identifies and leverages lesions learned on prior projects and offers input on how to improve Suggests marketing approaches for new ideas Discusses simple tax strategies with client Builds client relationships, marketing, networking and business development Provides technical client service to multi-state companies with state and local income/franchise tax issues including research, planning, and controversy work Assists multi-state companies with state and local income/franchise tax planning, consulting, negotiation of settlements, voluntary disclosure agreements and state income/franchise tax audit representation (i.e., protests, refund claims and appeals) Makes high-level decisions regarding filing and preparation, and handles questions from federal and state agencies Economically and productively manages projects including billing and accounts receivable responsibilities Educates and advises professionals regarding state and local tax law as well as developing their careers Other duties as required Supervisory Responsibilities: Supervises work assignments of STS SALT Associates, as appropriate Provides periodic performance feedback to and participates in the annual performance evaluation for STS SALT Associates, as appropriate Acts as a mentor to and assists in the professional development of STS SALT Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree ,required Masters degree in Accounting/Taxation or J.D., preferred Experience: Two (2) or more years state and local/multistate experience, required License/Certifications: CPA certification or other relevant certification, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred Ability to use standard tax applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Strong analytical and research skills Solid organizational skills Ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Capable of building and maintaining strong relationships with internal and client personnel Advanced knowledge of all tax return forms Excellent people development and delegation skills Ability to encourage a team environment on engagements Executive presence and ability to act as primary contact on assigned engagements Basic understanding of tax compliance Ability to successfully interact with professionals at all levels Working knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services Working knowledge of sources of relevant information utilized in tax filings Working knowledge and understanding of cause and effect for taxable conditions on clients and the potential tax issues Possesses excellent decision-making skills Ability to create written tax advice Basic understanding of the ability to represent the client before any tax authority on contested issues Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $73,500 - $131,250 Maryland Range: $73,500 - $131,250 NYC/Long Island/Westchester Range: $73,500 - $131,250 Washington DC Range: $73,500 - $131,250

Building at Check At Check, we make paying people simple . In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in. Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses. Our Team Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission. Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size. The Work As Head of Sales & Growth, you will lead Check's Sales and Growth teams across the full lifecycle-driving new partner acquisition and scaling post-sales growth. You'll set the vision and drive the strategy, structure, and execution that enable Check and our partners to grow together. This is a strategic and hands-on role for a leader who pairs commercial thinking with product curiosity. You'll use partner and market insights to shape strategy, inform the roadmap, and drive meaningful growth for our partners and for Check. In this role, you will: Lead Check's Sales and Growth teams, fostering collaboration, accountability, and shared success across new partner acquisition and post-sales expansion. Serve as executive sponsor for key prospects and partners, driving engagement and alignment across the full partner lifecycle. Act as the voice of the partner in shaping Check's roadmap-advocating for partner needs, surfacing insights, and helping define the company's strategic priorities. Establish clarity and narrative around partner performance and pipeline, ensuring internal visibility into where we're winning, where we're at risk, and what actions drive faster revenue growth. Translate product improvements into compelling external messaging, strengthening how Check communicates new capabilities to both prospects and partners. Bring a CRO mindset to accelerate revenue growth, balancing strategic influence with hands-on execution. Tools for the job Many backgrounds could fit this role, but ideal candidates will have some or all of the following: 8+ years of experience in partnerships, business development, or strategic account management, ideally in fintech, SaaS, or platform infrastructure A strong track record of driving joint growth initiatives and influencing product and go-to-market strategies A background that blends strategy and execution, such as experience in management consulting, product management, or GTM strategy Experience leading and developing a high-performing team of managers and senior individual contributors across Sales and Growth Commercial instincts and comfort owning forecasts and performance metrics Strong analytical and storytelling skills that help simplify complexity for partners and internal teams Curiosity for technical products and how they create business value A collaborative, grounded leadership style that balances strategy and execution We build best when we come together on level ground. Travel and Office Policy The Check team is distributed across the US, with offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team off-sites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in the fall. For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays, and the team hosts regular happy hours, game nights, etc. What we offer: (Variable) For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, up to 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses. The actual annual salary for this role is dependent on each candidate's experience, qualifications, and work location: The expected range in San Francisco, NYC, LA, and Seattle is between $200,500 and $220,550, with performance-based compensation also varying between $86,000 to $96,000. For all other locations, the expected range is between $170,500 and $187,550, with performance-based compensation also varying between $73,000 to $83,000. We accept applications on an ongoing basis with no specified deadline. Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity. Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.

Building at Check At Check, we make paying people simple . In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in. Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses. Our Team Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission. Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size. The Work As Head of Sales and Growth, you will lead Check's Sales and Growth teams across the full lifecycle-driving new partner acquisition and scaling post-sales growth. You'll set the vision and drive the strategy, structure, and execution that enable Check and our partners to grow together. This is a strategic and hands-on role for a leader who pairs commercial thinking with product curiosity. You'll use partner and market insights to shape strategy, inform the roadmap, and drive meaningful growth for our partners and for Check. In this role, you will: Lead Check's Sales and Growth teams, fostering collaboration, accountability, and shared success across new partner acquisition and post-sales expansion. Serve as executive sponsor for key prospects and partners, driving engagement and alignment across the full partner lifecycle. Act as the voice of the partner in shaping Check's roadmap-advocating for partner needs, surfacing insights, and helping define the company's strategic priorities. Establish clarity and narrative around partner performance and pipeline, ensuring internal visibility into where we're winning, where we're at risk, and what actions drive faster revenue growth. Translate product improvements into compelling external messaging, strengthening how Check communicates new capabilities to both prospects and partners. Bring a CRO mindset to accelerate revenue growth, balancing strategic influence with hands-on execution. Tools for the job Many backgrounds could fit this role, but ideal candidates will have some or all of the following: 8+ years of experience in partnerships, business development, or strategic account management, ideally in fintech, SaaS, or platform infrastructure A strong track record of driving joint growth initiatives and influencing product and go-to-market strategies A background that blends strategy and execution, such as experience in management consulting, product management, or GTM strategy Experience leading and developing a high-performing team of managers and senior individual contributors across Sales and Growth Commercial instincts and comfort owning forecasts and performance metrics Strong analytical and storytelling skills that help simplify complexity for partners and internal teams Curiosity for technical products and how they create business value A collaborative, grounded leadership style that balances strategy and execution We build best when we come together on level ground. Travel and Office Policy The Check team is distributed across the US, with offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team off-sites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in the fall. For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays, and the team hosts regular happy hours, game nights, etc. What we offer: (Variable) For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, up to 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses. The actual annual salary for this role is dependent on each candidate's experience, qualifications, and work location: The expected range in San Francisco, NYC, LA, and Seattle is between $200,500 and $220,550, with performance-based compensation also varying between $86,000 to $96,000. For all other locations, the expected range is between $170,500 and $187,550, with performance-based compensation also varying between $73,000 to $83,000. We accept applications on an ongoing basis with no specified deadline. Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity. Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.

Full-time Description The Senior Sales Representative plays a key role in driving business growth with a focus on Frac Pressure Control operations. Success in this role requires a strong understanding of Fracing methods, including Zipper Frac and Simul-Frac, as well as expertise in related equipment such as plug valves, frac valves, choke manifolds, and hydraulic control systems. This individual must have hands-on experience in frac and valve sales, with the ability to speak the language of the field and build strong relationships with both customers and operations teams. Leveraging technology to improve communication, reporting, and customer engagement is also essential. Additionally, this role supports the promotion and delivery of One X's integrated, multi-service solutions across all completions business lines. How We Support You You'll enjoy benefits that support your health, your future, and your time away from work. Health & Wellness: Medical, dental, and vision coverage. We provide $50,000 in company-paid life insurance and employer-paid short- and long-term disability coverage. Additional voluntary life insurance is available for you and your family. Plan for the Future: Our 401(k) plan is open to all employees 18 and older, start saving for retirement right away. Time to Recharge: Competitive PTO accrual, starting from your first day, plus 10 paid holidays (that includes two floating days to use when you need them most). We believe in investing in our people, because when you're supported, you can do your best work. Requirements Understand and effectively communicate technical aspects of fracturing operations, including Zipper Frac, Simul-Frac, and related service offerings. Leverage expertise in valve management systems and digital wellhead platforms, to support solution-based selling and customer engagement. Develop and maintain strong relationships with existing and potential clients. Support cross-functional collaboration, promoting One X's full suite of multi-service offerings across completions business lines. Maintain a strong presence in the field, staying current on operational trends, customer needs, and competitive activity. Collaborate with field operations to ensure smooth service execution and address any customer concerns. Negotiate pricing, contracts, and service terms to align with company objectives and market conditions. Conduct site visits to assess operational needs and ensure customer satisfaction. Gather customer feedback and provide insights to management for continuous service improvement. Maintain accurate records of customer interactions, contracts, and service agreements. Provide regular sales forecasts and performance reports to management. Work closely with the internal sales team to align strategies, share market insights, and coordinate outreach efforts. Collaborate with sales leadership to identify growth opportunities and optimize service offerings. Assist in developing sales presentations, proposals, and customer engagement strategies. Support sales meetings, training sessions, and internal communications to ensure alignment across teams. Strong daily presence contacting client field offices and office building locations. High degree of accountability with all field and office sales efforts and networking with existing and potential clients. Attend local industry events to network and stay engaged with industry trends. Required to work in the office and attend at least one sales meeting weekly in person. Qualifications: 5+ years of experience in oilfield services sales, with a focus on Frac Pressure Control operations. High School Diploma or equivalent required. A Bachelor's degree in Business, Engineering, or a related field is a plus. Hands-on knowledge of valve management technologies, including real-time valve control, frac automation, and wellhead safety systems. Strong technical understanding and ability to speak the customer's language in the field. Be able to work and act in a professional manner and exercise independent judgment in the resolution of administrative problems. Proven ability to close deals and negotiate favorable contract terms. Willingness to travel extensively regionally with occasional overnight stays as needed. Behavioral Competencies: Attention to detail is a must. The ability to communicate clearly and effectively is required. Understand the general operation of all office equipment such as a computer, printer, copier, and calculator/10-key. The ability to use Microsoft Word, Excel, Outlook, and other software programs to meet the needs of the position is essential. Demonstrated ability to work in a fast-paced environment where responsibilities frequently change. Ability to work both independently and as part of a team. Work Environment: Ability to work in a field-based environment, including exposure to extreme weather conditions and remote locations. Must comply with all safety standards and wear required PPE in field operations. 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 employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Must have a valid driver's license and maintain a clean driving record. Candidates must be legally authorized to work and reside in the U.S. Must pass and maintain client-required random drug tests. Must pass a background investigation. EEO Statement: One X provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

Description: The Senior Sales Representative plays a key role in driving business growth with a focus on Frac Pressure Control operations. Success in this role requires a strong understanding of Fracing methods, including Zipper Frac and Simul-Frac, as well as expertise in related equipment such as plug valves, frac valves, choke manifolds, and hydraulic control systems. This individual must have hands-on experience in frac and valve sales, with the ability to speak the language of the field and build strong relationships with both customers and operations teams. Leveraging technology to improve communication, reporting, and customer engagement is also essential. Additionally, this role supports the promotion and delivery of One X's integrated, multi-service solutions across all completions business lines. How We Support You You'll enjoy benefits that support your health, your future, and your time away from work. Health & Wellness: Medical, dental, and vision coverage. We provide $50,000 in company-paid life insurance and employer-paid short- and long-term disability coverage. Additional voluntary life insurance is available for you and your family. Plan for the Future: Our 401(k) plan is open to all employees 18 and older, start saving for retirement right away. Time to Recharge: Competitive PTO accrual, starting from your first day, plus 10 paid holidays (that includes two floating days to use when you need them most). We believe in investing in our people, because when you're supported, you can do your best work. Requirements: Understand and effectively communicate technical aspects of fracturing operations, including Zipper Frac, Simul-Frac, and related service offerings. Leverage expertise in valve management systems and digital wellhead platforms, to support solution-based selling and customer engagement. Develop and maintain strong relationships with existing and potential clients. Support cross-functional collaboration, promoting One X's full suite of multi-service offerings across completions business lines. Maintain a strong presence in the field, staying current on operational trends, customer needs, and competitive activity. Collaborate with field operations to ensure smooth service execution and address any customer concerns. Negotiate pricing, contracts, and service terms to align with company objectives and market conditions. Conduct site visits to assess operational needs and ensure customer satisfaction. Gather customer feedback and provide insights to management for continuous service improvement. Maintain accurate records of customer interactions, contracts, and service agreements. Provide regular sales forecasts and performance reports to management. Work closely with the internal sales team to align strategies, share market insights, and coordinate outreach efforts. Collaborate with sales leadership to identify growth opportunities and optimize service offerings. Assist in developing sales presentations, proposals, and customer engagement strategies. Support sales meetings, training sessions, and internal communications to ensure alignment across teams. Strong daily presence contacting client field offices and office building locations. High degree of accountability with all field and office sales efforts and networking with existing and potential clients. Attend local industry events to network and stay engaged with industry trends. Required to work in the office and attend at least one sales meeting weekly in person. Qualifications: 5+ years of experience in oilfield services sales, with a focus on Frac Pressure Control operations. High School Diploma or equivalent required. A Bachelor's degree in Business, Engineering, or a related field is a plus. Hands-on knowledge of valve management technologies, including real-time valve control, frac automation, and wellhead safety systems. Strong technical understanding and ability to speak the customer's language in the field. Be able to work and act in a professional manner and exercise independent judgment in the resolution of administrative problems. Proven ability to close deals and negotiate favorable contract terms. Willingness to travel extensively regionally with occasional overnight stays as needed. Behavioral Competencies: Attention to detail is a must. The ability to communicate clearly and effectively is required. Understand the general operation of all office equipment such as a computer, printer, copier, and calculator/10-key. The ability to use Microsoft Word, Excel, Outlook, and other software programs to meet the needs of the position is essential. Demonstrated ability to work in a fast-paced environment where responsibilities frequently change. Ability to work both independently and as part of a team. Work Environment: Ability to work in a field-based environment, including exposure to extreme weather conditions and remote locations. Must comply with all safety standards and wear required PPE in field operations. 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 employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Must have a valid driver's license and maintain a clean driving record. Candidates must be legally authorized to work and reside in the U.S. Must pass and maintain client-required random drug tests. Must pass a background investigation. EEO Statement: One X provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One. As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other. Job Description Are you ready to bring a strategic vision that inspires and leads a high-performing sales team? Do you thrive on setting ambitious goals and motivating others to achieve them? Drive growth and lead a high-performing sales team in a fast-paced banking environment as Head of Retail & Services - Central/East Merchant Sales, ICG. This role focuses on setting bold goals, crafting innovative strategies, and building strong customer and industry relationships. If you're ready to shape market success and make a measurable impact, this is your opportunity. Lead and inspire a high-achieving sales team focused on delivering banking products and services within a defined region or industry segment. This role combines strategic leadership with hands-on execution to drive growth and strengthen customer relationships. Key Responsibilities Oversee and guide a team of sales professionals, ensuring alignment with revenue, volume, and market share objectives. Directly manage key client relationships and support your team in closing opportunities with customers and prospects. Set and achieve ambitious sales goals, budgets, and marketing strategies for assigned products and services. Build and maintain profitable customer relationships while identifying market trends and competitor actions to stay ahead. Develop and manage the annual budget for your area, ensuring financial targets are met. Foster partnerships with industry associations to expand influence and market presence. Train, motivate, and provide daily leadership to your team, creating an environment of growth and success. Basic Qualifications Bachelor's degree, or equivalent work experience Typically eight to 10 years of relevant experience Preferred Skills/Experience Advanced knowledge of sales and sales strategies Effective verbal and written communication skills Strong management and leadership skills Demonstrated new business development and relationship management skills Effective customer service/relations skills Thorough knowledge of banking products/services, banking operations, and current market trends Ability to make important decisions independently If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

As a Senior Account Executive on our Energy & Sustainability team within the Honeywell Building Solutions organization, you will become a catalyst for change in the commercial and industrial market. In this role, you will spearhead the sales of cutting-edge energy solutions and distributed energy resources, driving facilities' infrastructure modernization and enhancing resiliency. Your mission will be to empower customers to achieve greater efficiency and meet their sustainability goals through innovative, value-based solutions. Utilizing a consultative sales approach, you will navigate multi-level decision-making environments, presenting tailored solutions that resonate with customer needs. You'll be fully supported by a seasoned technical team and a portfolio of outcome-based solutions, ensuring you have the resources to create energy related projects that deliver tangible results. At Honeywell, we are committed to your professional growth. This position offers the opportunity to impact our customers' sustainability journey significantly and paves the way for your mobility within our organization. Join us and be part of a team making a difference in the world, one innovative solution at a time. This position is incentive plan eligible. Key Responsibilities: * Establish yourself as a trusted advisor to executive level decision makers regarding outcome-based facility solutions that drive success in addressing key needs to support their specific mission. * Secure introductory appointments with top decision makers to discuss business solutions, including the enhancement, repair and modernization of their facilities infrastructure. * Penetrate new market or accounts, identify, and develop relationships with the key decision makers, uncover new business opportunities, recommend differentiated solutions, negotiate, and win the business. Engage at multiple levels in target customer organizations. * Develop and demonstrate strong understanding of the customer's business. Identify where Honeywell can add value through technology, solutions and resources. * Coordinate customer facing and internal efforts to produce winning value propositions and proposals that secure orders and achieve or exceed Target. * Leverage best in class sales methodology for maximizing sales potential. Follow the details of the Sales Operating System (SOS) with an emphasis on disciplined usage of our CRM, accurate weekly forecasting, monthly pipeline reviews and quarterly walk to plan. * Lead a cross-functional support team to develop comprehensive proposals that includes technical solutions, financial solutions, overall cost savings and green-house gas reductions. * Maintain a working knowledge of the emerging renewable energy market, off-grid generation/storage, LEED accreditation, and carbon monetization. * Management of disciplined sales process that delivers value to clients by relying heavily on financial drivers and agreed upon development milestones and requirements. * Utilize consultative selling techniques to identify customer challenges and needs with respect to financial, carbon reduction, resilience and technology goals. * Ability to travel as needed, up to 30% You Must Have: * Bachelor's/Technical Degree or 7+ years of Sales experience * Minimum of 5 Years of complex sales and /or business development experience in one or more of the following vertical markets; industrial, pharmaceutical, high-tech manufacturing, and commercial buildings. * 3 years of Energy Service Company (ESCO) experience We Value: * Demonstrated track record of taking a new account, breaking in at upper-level management levels, and creating a pipeline of opportunities that turn in to orders. * Experience in developing distributed energy resource projects including solar PV, microgrids, and Combined Heat and Power generation assets. * Prior experience leading a technical team in the development of projects that successfully addressed unique customer initiatives and goals. * Demonstrated understanding of alternative project delivery models such as Energy Service Agreements, Power Purchase Agreements, and Energy Savings Performance Contracts. The salary range for this position is ($120000-140000). The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. posted: November 18, 2025 "In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: Benefits at Honeywell"

Our client is world's best engineering & technology service providers. They are multi-billion-dollar technology, engineering, construction, and financial services conglomerate specializing in engineering, procurement, and construction (EPC) projects, high-tech manufacturing, digital transformation and technology services. Job Description Region: USA Work Environment: Remote USA Reporting to: Global Business Unit Head Reports: 5 to 6 Senior Sales Managers Domain Expertise : Renewable Generation, Transmission & Distribution, Energy Trading Customer Segment : Utilities / Energy Markets/Merchants / EPC-Developers / Large Energy Users Travel Requirement : Up to 60% (on business needs) Job Details: Objective: As a Head of Sales, America Products & Solutions Sales Team, you will be responsible for driving sales growth and achieving revenue targets within the United States. Key objective is to establish various management level connects (including C-level) and facilitate/accelerate their digital energy solution leadership in the following domains: Renewable energy grids and hybrid generation plant control rooms Power system transmission and distribution (PT&D) control rooms, Energy markets/transaction involving deal to trading, forecasting scheduling, metering, billing and settlements Substation automation software, Fault Analysis application and asset management solutions Enterprise utility IT-OT integration solution across grid operation, asset operation, power procurement operation and meter to bill / customer services operation Monitoring and Control of Grid interactive distributed energy resources - energy storage, electric vehicles ad demand response. You will be supported by: Significant infrastructure powered by 7*24 staffed their Network Operation Center in Fairfield, California to provide best-in-class customer support services for products as well as energy operation Their uniquely designed products & solutions ensuring the best-value delivery, always a well packaged system built upon their Spark integration platform Their approach for a dedicated vertical focusing on new emerging areas where solutions require innovation and collaborative development Their solution tailored to customer's needs by supporting fully configurable and scalable architecture for project specific implementation In this critical leadership role, you will need a deep understanding of energy consulting and the ability to bridge relationships between them and large electric utility companies, energy service/merchant companies, EPC/developer companies and large energy user companies. By leveraging your experience and expertise, you will engage with key customer executives (C-Suite level) to help shape their energy strategy, position Their solutions as strategic enablers to their goals, and drive revenue through long-term, high-value partnerships. Key Responsibilities Sales Strategy & Execution Develop and execute comprehensive sales strategy to meet year on year targets for their Software Products, Solutions and Services across Americas with main focus on USA, ensuring alignment with their business objectives. Lead the sales team with focus on large-scale, high-value opportunities with electric utility companies as well as any other customers engaging significant deals, leveraging your expertise to drive solution adoption, build trusted relationships, and influence C-suite decision-makers. Drive the sales team for sales growth by engaging with utility industry leaders and guiding them through their energy transformation journey using Their innovative solutions in protection, automation, renewables, storage, microgrids, electric vehicles, demand response and cybersecurity. Consultative Selling & Energy Strategy Function as a trusted energy consultant for large electric utility companies, providing strategic advice and recommendations on power system optimization, automation, grid resilience, and cybersecurity. Leverage your deep industry knowledge and experience to assess customer needs, identify gaps, and propose innovative solutions that solve business problems and accelerate utility modernization. Lead discussions at the C-suite level with utility executives, ensuring that Their solutions align with their long-term energy goals and vision, and guide them in implementing transformative digital solutions. Expertise in Proposal Development & Bid Management Lead the preparation and submission of complex proposals in response to RFPs, RFIs, and tenders for large-scale energy projects, ensuring all proposals are comprehensive, customer-centric, and aligned with their business objectives Collaborate with internal teams (technology development, product management, solution engineering, services, finance, legal) to ensure seamless development of proposals that reflect the right combination of build, buy, partner elements, tailored to each customer's specific needs Diligent in proposal presentations and negotiations, demonstrating how Their solutions will directly benefit the customer's business and energy infrastructure. Bridge Relationships with Customer Executives Build and cultivate long-term relationships with C-suite executives and other senior leaders within large electric utility companies, positioning yourself as a strategic advisor who understands their challenges and objectives. Leverage your established relationships and consulting expertise to navigate complex decision-making processes and advocate Their solutions as key enablers of energy transformation. Represent them as a thought leader in the energy sector, building credibility and trust among key utility stakeholders through deep, consultative engagement. Market Intelligence & Thought Leadership Stay informed about the latest developments in the energy sector, including emerging trends in smart grids, microgrids, renewables integration and cybersecurity for electric utilities Use this market intelligence to inform Their sales strategies, ensuring that solutions are aligned with the evolving needs of utilities and the broader energy transition. Represent THEM at industry events, conferences, and forums, strengthening the company's position as a leader in the energy transformation space. Customer Engagement & Success Continue engagement with the customer ensuring successful implementation, meeting customer expectations and driving business values. Act as a point of escalation for any post-sales issues, ensuring customer satisfaction and creating opportunities for upselling or cross-selling additional solutions. Work with the customer to ensure long-term value realization from Their products and services, positioning the company as a trusted partner in the customer's energy strategy. Qualifications Required Qualifications: 25+ years of experience in sales, business development, or technical sales, with at least 15 years of leadership experience within the electric utility or energy sector. Demonstrated experience in energy consulting and strategic advisory, particularly with large electric utilities, to address challenges in grid modernization, automation, and energy management. Proven track record of building and maintaining C-suite relationships within major electric utilities and other significant customers, with experience driving large, multi-million-dollar deals. Expertise in fast track sales strategy and executing complex sales cycles involving multiple stakeholders. Strong leadership, communication, and negotiation skills with the ability to influence key decision-makers, especially at the C-suite level in utility organizations. Deep technical understanding of power systems, automation, microgrids, and cybersecurity solutions in the utility sector. Excellent consultative selling and critical thinking skills, with the ability to craft customized solutions that deliver measurable business outcomes. Experience in managing multi-faceted bids and proposals, coordinating cross-functional teams to develop compelling, customer-focused solutions. Skills & Competencies: Strong leadership, communication, and negotiation skills with the ability to influence key decision-makers, especially at the C-suite level in utility organizations. Deep technical understanding of power systems, automation, microgrids, and cybersecurity solutions in the utility sector. Excellent consultative selling and critical thinking skills, with the ability to craft customized solutions that deliver measurable business outcomes. Experience in managing multi-faceted bids and proposals, coordinating cross-functional teams to develop compelling, customer-focused solutions. Additional Information Sales Incentives and Other Benefits: 401K Match up to 4% Health, Dental and Vision Insurance

Full-time Description The Senior Sales Representative plays a key role in driving business growth with a focus on Frac Pressure Control operations. Success in this role requires a strong understanding of Fracing methods, including Zipper Frac and Simul-Frac, as well as expertise in related equipment such as plug valves, frac valves, choke manifolds, and hydraulic control systems. This individual must have hands-on experience in frac and valve sales, with the ability to speak the language of the field and build strong relationships with both customers and operations teams. Leveraging technology to improve communication, reporting, and customer engagement is also essential. Additionally, this role supports the promotion and delivery of One X's integrated, multi-service solutions across all completions business lines. How We Support You You'll enjoy benefits that support your health, your future, and your time away from work. Health & Wellness: Medical, dental, and vision coverage. We provide $50,000 in company-paid life insurance and employer-paid short- and long-term disability coverage. Additional voluntary life insurance is available for you and your family. Plan for the Future: Our 401(k) plan is open to all employees 18 and older, start saving for retirement right away. Time to Recharge: Competitive PTO accrual, starting from your first day, plus 10 paid holidays (that includes two floating days to use when you need them most). We believe in investing in our people, because when you're supported, you can do your best work. Requirements Understand and effectively communicate technical aspects of fracturing operations, including Zipper Frac, Simul-Frac, and related service offerings. Leverage expertise in valve management systems and digital wellhead platforms, to support solution-based selling and customer engagement. Develop and maintain strong relationships with existing and potential clients. Support cross-functional collaboration, promoting One X's full suite of multi-service offerings across completions business lines. Maintain a strong presence in the field, staying current on operational trends, customer needs, and competitive activity. Collaborate with field operations to ensure smooth service execution and address any customer concerns. Negotiate pricing, contracts, and service terms to align with company objectives and market conditions. Conduct site visits to assess operational needs and ensure customer satisfaction. Gather customer feedback and provide insights to management for continuous service improvement. Maintain accurate records of customer interactions, contracts, and service agreements. Provide regular sales forecasts and performance reports to management. Work closely with the internal sales team to align strategies, share market insights, and coordinate outreach efforts. Collaborate with sales leadership to identify growth opportunities and optimize service offerings. Assist in developing sales presentations, proposals, and customer engagement strategies. Support sales meetings, training sessions, and internal communications to ensure alignment across teams. Strong daily presence contacting client field offices and office building locations. High degree of accountability with all field and office sales efforts and networking with existing and potential clients. Attend local industry events to network and stay engaged with industry trends. Required to work in the office and attend at least one sales meeting weekly in person. Qualifications: 5+ years of experience in oilfield services sales, with a focus on Frac Pressure Control operations. High School Diploma or equivalent required. A Bachelor's degree in Business, Engineering, or a related field is a plus. Hands-on knowledge of valve management technologies, including real-time valve control, frac automation, and wellhead safety systems. Strong technical understanding and ability to speak the customer's language in the field. Be able to work and act in a professional manner and exercise independent judgment in the resolution of administrative problems. Proven ability to close deals and negotiate favorable contract terms. Willingness to travel extensively regionally with occasional overnight stays as needed. Behavioral Competencies: Attention to detail is a must. The ability to communicate clearly and effectively is required. Understand the general operation of all office equipment such as a computer, printer, copier, and calculator/10-key. The ability to use Microsoft Word, Excel, Outlook, and other software programs to meet the needs of the position is essential. Demonstrated ability to work in a fast-paced environment where responsibilities frequently change. Ability to work both independently and as part of a team. Work Environment: Ability to work in a field-based environment, including exposure to extreme weather conditions and remote locations. Must comply with all safety standards and wear required PPE in field operations. 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 employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Must have a valid driver's license and maintain a clean driving record. Candidates must be legally authorized to work and reside in the U.S. Must pass and maintain client-required random drug tests. Must pass a background investigation. EEO Statement: One X provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

Description: The Senior Sales Representative plays a key role in driving business growth with a focus on Frac Pressure Control operations. Success in this role requires a strong understanding of Fracing methods, including Zipper Frac and Simul-Frac, as well as expertise in related equipment such as plug valves, frac valves, choke manifolds, and hydraulic control systems. This individual must have hands-on experience in frac and valve sales, with the ability to speak the language of the field and build strong relationships with both customers and operations teams. Leveraging technology to improve communication, reporting, and customer engagement is also essential. Additionally, this role supports the promotion and delivery of One X's integrated, multi-service solutions across all completions business lines. How We Support You You'll enjoy benefits that support your health, your future, and your time away from work. Health & Wellness: Medical, dental, and vision coverage. We provide $50,000 in company-paid life insurance and employer-paid short- and long-term disability coverage. Additional voluntary life insurance is available for you and your family. Plan for the Future: Our 401(k) plan is open to all employees 18 and older, start saving for retirement right away. Time to Recharge: Competitive PTO accrual, starting from your first day, plus 10 paid holidays (that includes two floating days to use when you need them most). We believe in investing in our people, because when you're supported, you can do your best work. Requirements: Understand and effectively communicate technical aspects of fracturing operations, including Zipper Frac, Simul-Frac, and related service offerings. Leverage expertise in valve management systems and digital wellhead platforms, to support solution-based selling and customer engagement. Develop and maintain strong relationships with existing and potential clients. Support cross-functional collaboration, promoting One X's full suite of multi-service offerings across completions business lines. Maintain a strong presence in the field, staying current on operational trends, customer needs, and competitive activity. Collaborate with field operations to ensure smooth service execution and address any customer concerns. Negotiate pricing, contracts, and service terms to align with company objectives and market conditions. Conduct site visits to assess operational needs and ensure customer satisfaction. Gather customer feedback and provide insights to management for continuous service improvement. Maintain accurate records of customer interactions, contracts, and service agreements. Provide regular sales forecasts and performance reports to management. Work closely with the internal sales team to align strategies, share market insights, and coordinate outreach efforts. Collaborate with sales leadership to identify growth opportunities and optimize service offerings. Assist in developing sales presentations, proposals, and customer engagement strategies. Support sales meetings, training sessions, and internal communications to ensure alignment across teams. Strong daily presence contacting client field offices and office building locations. High degree of accountability with all field and office sales efforts and networking with existing and potential clients. Attend local industry events to network and stay engaged with industry trends. Required to work in the office and attend at least one sales meeting weekly in person. Qualifications: 5+ years of experience in oilfield services sales, with a focus on Frac Pressure Control operations. High School Diploma or equivalent required. A Bachelor's degree in Business, Engineering, or a related field is a plus. Hands-on knowledge of valve management technologies, including real-time valve control, frac automation, and wellhead safety systems. Strong technical understanding and ability to speak the customer's language in the field. Be able to work and act in a professional manner and exercise independent judgment in the resolution of administrative problems. Proven ability to close deals and negotiate favorable contract terms. Willingness to travel extensively regionally with occasional overnight stays as needed. Behavioral Competencies: Attention to detail is a must. The ability to communicate clearly and effectively is required. Understand the general operation of all office equipment such as a computer, printer, copier, and calculator/10-key. The ability to use Microsoft Word, Excel, Outlook, and other software programs to meet the needs of the position is essential. Demonstrated ability to work in a fast-paced environment where responsibilities frequently change. Ability to work both independently and as part of a team. Work Environment: Ability to work in a field-based environment, including exposure to extreme weather conditions and remote locations. Must comply with all safety standards and wear required PPE in field operations. 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 employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Must have a valid driver's license and maintain a clean driving record. Candidates must be legally authorized to work and reside in the U.S. Must pass and maintain client-required random drug tests. Must pass a background investigation. EEO Statement: One X provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

The Channel Sales Representative - Dealer & Contractor Relations is responsible for originating new loan volume by building and maintaining a robust network of referral partnerships. Core channels include auto dealers, solar installers, home improvement contractors, and Accessory Dwelling Unit (ADU) builders. In addition, the role proactively expands into other referral sources that can drive loan growth - such as green energy providers, small business vendors, and community-based organizations. This position strengthens the Credit Union's lending footprint by cultivating referral pipelines, diversifying lending sources, and broadening community visibility. As a field-based sales representative, the representative serves as the Credit Union's ambassador, equipping partners with training, resources, and support to generate consistent, high-quality financing opportunities that align with member needs and the organization's growth goals. This position reports directly to the Director of Indirect Lending. Consistently meet or exceed sales goals for new loan originations through a variety of referral channels. Maintain a strong presence across multiple referral channels by spending approximately 50-70% of work time in the field, including onsite partner visits, community events, and trade shows. Field visits will occur regularly within assigned territories to strengthen relationships and generate new business opportunities. Participation in community and industry events is expected to enhance visibility, expand the referral network, and promote the Credit Union's products and services. Identify, secure, and onboard new referral sources across multiple industries, including but not limited to dealers, contractors, energy providers, and community partners. Expand the Credit Union's reach by continuously exploring new partnership opportunities that align with member financing needs. Serve as the primary relationship manager for assigned referral partners. Build strong, trust-based relationships through regular communication, site visits, and follow-up. Deliver partner education on Credit Union loan programs, application processes, and member benefits. Represent the Credit Union in professional associations, business groups, and industry gatherings. Provide expert guidance to referral partners on program eligibility, credit union requirements, and loan submission processes. Conduct due diligence for new partners and maintain compliance with ongoing monitoring standards. Ensure adherence to all laws, regulations, and Credit Union policies. Partner with underwriting, operations, and lending teams to ensure seamless loan processing and superior member experience. Share competitive intelligence and feedback with management to influence product enhancements and market strategies. Register with the National Mortgage Licensing System (NMLS) to originate home equity applications and assist with first mortgage loan requests. Other duties as assigned by Lending leadership. Education, Experience & Skills High school diploma or equivalent required. Bachelor's degree in business, Marketing, Finance, or related field preferred. Three (3) to five (5) years of experience in sales, territory/channel management, or relationship development, preferably in financial services or industries tied to lending partnerships. Background in consumer lending, indirect lending, or vendor/contractor referral networks strongly preferred. Proven and successful track record of achieving results, goals, and key performance indicators (KPIs), specifically achieving or exceeding sales goals. Ability to develop new markets and establish trusted relationships across diverse industries. Working knowledge of consumer lending products and underwriting practices is desirable. Salary Range & Schedule This position is a Grade 10, with a salary range of $68,000 to $74,000 with opportunity to earn incentives The anticipated pay rate for new hires is between the low-end and midpoint of the range, depending on experience The pay rates listed above are based upon the geographic location of our Administrative Offices in Modesto, CA using the greater Central Valley area for our pay range calculations Full Time, exempt position. Schedule will be based around business operating hours. Flexibility to occasionally work early or late hours, typically with advance notice

Connecting clients to markets - and talent to opportunity. With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth. Empower individual investors - and yourself - in the world of retail through a range of different financial products rooted in innovation and market intelligence. From FX and CFDs to precious metals, master an exciting world of wealth management tools. Position Purpose: The position is focused on building strong client relationships and unlocking new business opportunities in the FX market. It supports the company's commercial success through proactive sales efforts and strategic engagement. Responsibilities Manage existing and new clients in the foreign exchange (FX) market, providing solutions and helping clients manage foreign exchange risk. Your work includes prospecting clients, managing relationships with existing clients, making sales and executing trades in the FX market, as well as ensuring compliance with policies and regulations. Primary duties will include: Contact potential clients, identify their needs and offer them FX solutions in foreign exchange risk management. Promote the company's brand, products and services to current and potential clients. Build and maintain strong relationships with clients, provide relevant information on the market and on their FX operations. Review client instructions for executing transactions with the trading desk. Follow the evolution of the FX market, analyze data and trends, and use this information to determine customer needs and make informed decisions. Work to expand the client portfolio, identifying new business opportunities and generating new business relationships. This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other that management deems necessary. Qualifications To land this role you will need: Experience of 1-3 years in related roles. Knowledge of financial markets (derivatives, financial instruments, etc.) Advanced English proficiency Good knowledge of trading platforms (Bloomberg, Reuters and SetFX). Collaborative team player with a dynamic attitude, strong attention to detail, and a customer-centric approach. Education / Certification Requirements: Professional degree in Economics, International Relations, Business Administration, Banking and Finance, or other careers related to the financial sector. Working environment: Permanent, full-time, and on-site role based in Bogotá. Availability to travel. #LI-OnSite #LI-CL1

Join the Public Sector Payments Sales team! As a key member of the team, you will drive new business development and manage end-to-end client relationship experiences. As a Public Sector Payments Sales Manager (PSM) within the Corporate & eCommerce Sales team, you are responsible for managing and maintaining a portfolio of public sector clients. The PSM identifies new business opportunities, proposes and delivers appropriate Treasury Services products and solutions for new/existing clients who look to the PSM to be their trusted financial services advisor. It is the goal of the PSM to deliver exceptional service while employing risk mitigation processes for both the client and the Firm. Job Responsibilities Executes the North America Public Sector strategy by identifying new business opportunities across a suite of solutions Develops and maintains an active sales pipeline and maintains an active calling plan; regularly engaging clients and prospects to communicate key Treasury Services messages to drive business results Manages customer expectations by communicating up front timelines and deliverables Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Services solutions to clients while working within the risk parameters that protect the firm Works with internal partners, including bankers, product, and technology partners to maintain and grow an existing portfolio; builds collaborative internal relationships to develop and foster partnerships with key stakeholders including Public Sector Leaders, Bankers, Service and Implementation partners and other internal partners Develops account plans for select clients Takes ownership of escalating Treasury Management client issues to the appropriate partner (Service, Implementation, etc.) Required qualifications, skills and capabilities: 8+ years of experience in treasury management, sales and relationship management experience Strong understanding of government processes Proficient in consultative selling and pipeline development and account planning; demonstrated ability to position and close new business Ability to recognize a client's needs and apply solution selling, which requires a deep comprehension of TS products Strong verbal and written communication skills; strong problem solving skills Understanding of Compliance, Know Your Customer and Risk Awareness This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status Preferred qualifications, skills and capabilities: Highly proficient in Microsoft Applications (PowerPoint, Excel and Word)