Operations specialist jobs in Pearland, TX

Caroline Lending LLC is seeking an Operations Coordinator to join our growing team in Houston. This role is ideal for a highly organized, tech-savvy individual who enjoys working in a fast-paced, digital environment where accuracy, problem-solving, and initiative are valued every day. Caroline Lending is a direct commercial real estate lender originating construction and land development loans in 17 states. We're not brokers-we're operators. Every loan, property, and borrower is managed through in-house data systems and digital workflows. Our environment is collaborative, transparent, and powered by technology. What You'll Do Manage and update in-house data systems (FileMaker Pro, Excel, and proprietary tools). Track and document details of active loans, insurance policies, and construction projects. Communicate with borrowers, vendors, and internal teams through Outlook and other digital platforms. Coordinate and verify documents across multiple parties to ensure accuracy and compliance. Assist with expense tracking, project monitoring, and operational reporting. Learn new processes quickly and continuously improve them. What We're Looking For Proficiency with Microsoft Excel, Word, and Outlook (intermediate to advanced level). Comfort working in database environments (FileMaker experience a plus). Detail-oriented mindset with strong organizational and problem-solving skills. Ability to work independently, manage multiple priorities, and meet deadlines. Excellent written and verbal communication skills. Strong sense of ownership and intellectual curiosity-someone who enjoys figuring things out. About the Environment We operate in a bright, open office at Greenway Plaza with a collaborative, results-driven culture. We invest heavily in technology and training, and we value intelligence and initiative over credentials or titles. If you thrive on learning and enjoy making systems run more efficiently, you'll fit right in here. Why You'll Love Working Here High-tech tools and a flat, collaborative structure. Competitive compensation with room to grow. Real responsibility from day one-your work directly impacts our lending operations. An energetic, modern environment where people take pride in precision and performance. Application Note Local Houston applicants only, please. This is an in-office position located at Greenway Plaza.

About Us We are a dynamic Industrial Project Management firm specializing in industrial building projects- structures on solar and wind farms, data centers, warehouses, operations & maintenance buildings. We operate in high-stakes environments with rigorous safety standards and high complexity. We expect our team to own it . If you're someone who takes full accountability, thrives in fast-paced construction contracting, and has a strong risk-mindset, you'll fit right in. Position Summary The Contract Review Specialist will support the review, analysis, negotiation and administration of contracts for construction projects within our Structures division. You will work closely with project teams, sales, estimating, and operations, to ensure contracts support project execution, control risk, enforce safety and compliance, and reflect company objectives (cost, schedule, quality). This role is pivotal in ensuring our contracts not only “check the boxes” but actively enable project success. Key Responsibilities Review, draft and negotiate prime contracts, amendments, change orders, etc., for building/industrial construction projects. Analyze contract terms and conditions for risk exposure: scope, schedule, performance, payment, safety, warranty, indemnity, insurance, termination, change-orders. Liaise with project leadership to understand project execution risks and ensure contracts reflect those considerations. Maintain and update contract templates and playbooks aligned with company standards and best practices. Administer contract execution: tracking signatures, ensuring insurance & bonding compliance, maintaining contract logs, distributing contract deliverables to stakeholders. Support change management: review change order impacts on contract terms, negotiate appropriate amendments or supplements. Work with executives, sales, finance and operations to develop and implement contract strategy in line with business goals. Monitor contract performance, drive remediation of non-compliance, escalate risks proactively. Provide training and guidance to internal stakeholders on contract language, obligations and compliance. Continuously improve process, tools and workflows to streamline contract review and execution. Required Qualifications Bachelor's degree in Construction Management, Business, Legal Studies or related field (or equivalent experience). 5 + years of contract review/analysis/administration experience within the construction industry (ideally on building/industrial projects, not purely commercial). Demonstrated experience with construction contracts (prime and subcontracts), familiar with construction terms, change orders, performance clauses, warranties, safety risk language. Strong negotiation skills and ability to engage effectively with operations, sales, estimating and executives. Excellent written and verbal communication; ability to clearly interpret and explain contract obligations to non‐legal stakeholders. High level of accountability, detail orientation, ability to work under pressure and handle multiple concurrent contract streams. Proficiency with contract management systems, MS Office, PDF markup tools; familiarity with project management software is a plus. Ability to travel occasionally to job sites as needed. Bonus Points Formal contract management certification (e.g., National Contract Management Association (NCMA) certification) or comparable professional credential. Experience in renewable energy construction, industrial structures, data centers. Experience working in remote job-site environments or with mobile/hybrid teams. Knowledge of construction insurance, bonding, surety, and safety standards. Enjoys paintball, corn hole, ping-pong and/or pickleball competitions What We Offer Competitive salary + performance bonus. Comprehensive benefits: medical/dental/vision, retirement plan, PTO, etc. Opportunity to support a key functional role in a growth-oriented company and influence contract strategy across large, complex projects. Professional development: exposure to industrial/renewable build, senior leadership interface, process improvement. Culture that values accountability, collaboration and fun-serious about our work and serious about enjoying it. How to Apply Please submit your resume by email to ******************* along with a short summary of two construction contracts you've reviewed or negotiated (without confidential details) highlighting the risk challenges you identified and how you mitigated them. In the subject line include: “Contract Review Specialist - Your Name” .

Employee Type: Regular-Full time Union/Non: We're looking for a Senior IaC Engineer to join our Infrastructure Operations team to build and manage automated infrastructure systems across cloud and hybrid environments. You'll focus on tools like Azure Bicep, Terraform, and Ansible to ensure our systems are stable, scalable, and efficient. This is an operations role, focused on day-to-day infrastructure management, incident resolution, and collaboration with support teams to ensure system reliability and performance. The engineer will play a key role in maintaining operational stability and responding to infrastructure issues promptly. What you will do Design, implement, and support scalable, secure, IaC solutions for cloud and on-prem infrastructure Automate provisioning, configuration, and lifecycle management of infrastructure components using Azure Bicep, Terraform, and Ansible. Lead efforts to optimize and refactor IaC codebases for maintainability, performance, and operational efficiency. Work with DevOps, Security, and App teams to integrate automation into workflows. Maintain comprehensive documentation of infrastructure configurations, automation processes, and operational procedures. Follow standard methodologies for security, compliance, and version control. Troubleshoot and resolve infrastructure issues using monitoring, logging, and diagnostic tools, ensuring minimal impact on business operations. Mentor junior team members on automation and IaC tools. Who you are: You possess a Bachelor's degree in IT, Computer Science, or equivalent 7+ years in DevOps/infrastructure operations. 5+ years designing cloud and hybrid infrastructure using IaC tools like Terraform, Azure Bicep and Ansible 3+ years hands-on experience with GitHub Enterprise, GitHub Actions, and collaborative Git workflows Proficiency with GitHub Copilot and AI-assisted development for infrastructure automation Experience with prompt engineering and context engineering for effective AI collaboration Knowledge of GitHub Projects for development tracking using epic/feature/task issue types Knowledge of agentic AI for automating infrastructure management and remediation. Excellent communication and problem-solving abilities. Works well with cross-functional teams and leadership. Preferred: Certifications in Oracle Cloud, AWS, or Google Cloud. Experience with low-code platforms like PowerApps or OutSystems Physical requirements: Include but are not limited to: Grasping, kneeling, light - moderate lifting (objects up to 20 pounds), reaching above shoulder, repetitive motion, sitting, standing, visual requirement (able to see screens, detect color coding, read fine print), hearing requirement. Mental requirements: Include but are not limited to: Ability to: understand, remember and apply oral and/or written instructions or other information, understand complex problems and collaborate/explore alternative solutions, prioritize thoughts and ideas into understandable terminology, coordinate and prioritize work schedule on a short-term basis, make decisions which have moderate impact on the immediate work unit and monitor impact outside this area, understand and follow basic instructions and guidelines, complete routine forms, compose letters, outlines, memoranda and basic reports and communicate with individuals via telephone. At Enbridge, we are dedicated to our core value of Inclusion. We are proud to be an Equal Opportunity Employer. We are committed to providing employment opportunities to all qualified individuals, without regard to age, race, color, national or ethnic origin, religion, sex, sexual orientation, gender identity or expression, marital status, family status, veteran status, Indigenous status, disability, or any other reason protected by federal, state, or local law. Applicants with disabilities can request accessible formats, communication supports, or other accessibility assistance by contacting ********************. Information For Applicants: Applications can be submitted via our online recruiting system only. We appreciate your interest in working with us; however, only those applicants selected for interviews will be contacted. Final candidates for this position may be required to undergo a security screening, including a criminal records check. To learn more about us, visit ****************

About the Role: We are searching for a detail-oriented and proactive individual who can manage and execute end-to-end trade operations for our Fertilizer Trading team. The operations specialist should feel comfortable communicating with internal and external partners to manage a variety of tasks, such as sales/system data management, shipping documents preparation, and logistics scheduling. The ideal candidate is a natural coordinator, bilingual in English & Korean, and with a strong sense of ownership. Key Responsibilities: - Shipping documentation handling: upon receipt of shipping notices and documents from shipper and/or freight forwarder cross check against purchase orders in the system and work on revision as needed - Payment process: processing of various types of payments such as imported merchandise, freight, inland trucking, duty to US Custom and other direct costs. - Folder/Journal management: all transactions and payment related documents for all shipments must be timely filed and managed. - Managing activities related to trading between different regions and/or countries. - Logistics coordination for smooth operation matching up purchases with sales - Communication with customers and follow up on request accordingly - Purchase/Sales data input to ERP(SAP) system - Credit management for customers - Custom clearance preparation: submission of shipping documents to custom broker for correction and timely entry filing. Harmonized tariff schedules must be checked and verified with custom broker and other resources as well as other information that goes on duty entries. - Perform all other functions requested that are within the scope of this job as deemed necessary or appropriate by manager. - Other duties as assigned Ideal Candidate Profile: - Strong and clear communication skills, both written and verbal - Bilingual in English & Korean(conversational) - High attention to detail and accuracy in handling data and documents - Sense of ownership and accountability in managing responsibilities - Prior experience in commodities, trading, logistics, or similar operational roles - Familiarity with trading systems and ERP software is a plus - Organized, reliable, and able to work effectively in a fast-paced environment

The Strategic Sourcing Manager (SSM) role in its essence will support the Strategic Account Manager's (SAM) cross-selling activities within a defined market segment or customer base. This role is critical to the organic growth initiative established by the company. This role will work closely and proactively with the SAM, focusing on supporting the SAMs efforts to develop strategic accounts, engage in project-based activities that support the sale of multiple FCG products and solutions. To increase sales, they will be responsible for working closely with FCG's Brands to solicit and expedite product/proposal needs generated by the SAMs. The role reports to the EVP, Commercial Operations. Key Responsibilities: Sales Support: Provide day-to-day support to the assigned SAM by assisting with sales proposals, presentations, and other sales-related documents. RFQ Response:Quickly learn the FCG structure to facilitate proposal responsiveness required by the customers in which to generate accelerated revenue growth. PO Entry:Enter orders in the FCG ERP systems (P21) to generate internal POs to suppliers and internal FCG brands to ensure expedient order delivery. CRM Management:Work closely with the SAMs to keep customer relationship management (CRM) tools up-to-date with accurate data regarding prospects, opportunities, and account activity. Customer Communication: Serve as a liaison for customer inquiries, providing timely support, excellent customer service and escalating issues to the SAM when needed. Administrative Tasks:In addition with assisting with processing orders, contracts, this role also includes that invoices, and all paperwork is completed accurately and in line with company procedures to receive timely payment. Minimum Requirements/Qualifications: 6+ years' experience in sales support, inside sales, or customer service. Excellent verbal and written communication skills and the ability to interact professionally with a diverse group of subject matter experts, managers, and executives Ability to work in a non-process oriented culture in which to create structure and processes that can be used to expedite order activity and profitable revenue. Be able to adapt to a high paced environment with minimal structure in which to complete tasks in a timely, efficient and accurate manner. Collaboration with team members, departments, and stakeholders is essential for successfully completing projects and achieving business objectives The ability to manage multiple opportunities, time, and resources effectively for meeting deadlines and managing multiple tasks simultaneously Strong interpersonal skills and the ability to work well within a team. Proactive, self-motivated, and results-driven. Excited to work on complex problems and projects in a fast paced and decentralized environment

The Operations Specialist primary role is to interface with clients and serve them in a variety of different ways. The overall responsibilities of this role will vary depending on the assignment, but the over arching theme will be to work together as a team with other CruzAlta personnel, while providing a service that creates value for the client, which leverages years of operations experience. Duties & Responsibilities/Expectations 1. Provide clients with experienced, competent, personnel who can advise clients including the following areas but not limited to. a. Recognizing risk and hazards associated with different plant tasks b. Lock out Tag out c. Permit to work including confined space d. Operations turnaround fundamentals e. Being able to coach/train plant operators on the different elements of a turnaround f. Advise on commissioning and startup activities g. Builds key relationships with multiple levels of employees at our client companies 2. Assist RTI's Operations Managers with specific decon tasks in different client facilities a. Participates with a team of RTI/CruzAlta employees as they execute clearing and cleaning activities in different client facilities. b. Trains appropriate client personnel on RTI's cleaning and clearing strategies. c. Follows-up with clients to ensure that we meet or exceed their expectations. d. Conducts business in a safe manner consistent with RTI's/CruzAlta's Core Behaviors, with an emphasis on a servant's heart and competitive urgency. Supervisory Responsibilities · No direct supervisory responsibilities. Requirements Required Knowledge, Skills, and Abilities · Must have an interest in helping others (servant's heart), work well as a team member and enjoy developing new relationships. · Understands complex process units and piping circuits. · Perform all work safely in all plant settings · Strong Communication Skills, including listening, speaking, information processing, reading, writing, handling data. · Ability to work and thrive by influencing in a cross functional environment. · Sense of urgency and focus to manage multiple tasks with time constraints. · Strong attention to detail, specifically with project management interests. · High degree of drive, self-initiative, and process-oriented thinking. · Willingness to adjust (flexibility) and ability to adjust (versatility) to effectively deal change, complexity, problems, conflict, and/or ambiguity. Preferred Experience and Training · Ten+ years of refinery, upgrader, gas plants or chemical plant operations experience · Mechanical expertise and aptitude are a benefit Required Certificates and/or Licenses · Valid Driver's license · TWIC card · Passport · Basic Plus Working Conditions The Company requires passing a pre-employment physical in which an objective medical professional will determine whether you can safely meet the physical demands of the position. Duration of Workhours During Project Executions: · Typically, 12 continuous hours that may extend up to 16 - 18 hours if an emergent need exists, for up to 14 days in a row. · Day shift and/or night shift. Working Conditions During Project Executions: · Uneven or unstable ground, and wet, muddy, or slippery surfaces and footings. · Outside locations in extreme temperatures and weather conditions including wind, rain, snow, and other forms of inclement weather. · Routine, intermittent exposure to noise more than 85 dBA-TWA. · Environments that may necessitate the use of respiratory protection for the shift duration. § Half-face, full-face, and/or supplied air § Medical clearance to use respiratory protection is required. § Quantitative fit testing for specific respiratory protection is required. Physical Demands · Work at heights up to 150 ft/ 45m accessed via stairs, climbing ladders, or critical lifts by cranes. This requires an ability to climb ladders and stairs without issue. · Lifting and carrying up to 40lbs., without assistance. · Pushing / pulling up to 100 lbs., without assistance. · Standing and walking for up to 12 to 16 hours daily with minimal rest breaks. May exceed 10,000 to 15,000 steps per day. · Bending and stooping repeatedly and performing task including twisting or turning valves and using wrenches and hand tools. Safety Equipment/Apparel CruzAlta will provide appropriate PP&E: fireproof clothing, hard hat, safety shoes, gloves, etc. Some facilities may require the use of respirators. Required Travel Ability to travel to outlying markets for supporting a growing list of clients across North America and potentially International Markets. 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.

Requirements Required skills and qualifications: Proven organizational skills, including time management Project management experience Strong analytical and problem-solving skills Self-sufficiency and an ability to work with minimal supervision Strong verbal and written communication skills Attention to detail Required: Bachelor's in Management and 5 years experience in management; or in the alternative when applicant has no formal education than 17 years of experience in management. Location: Houston, Texas. Mail Resumes to: Attn: HR-OS.km 7478 Harwin Dr, Houston, TX 77036.

Job Description The Lab Operational Excellence Specialist plays a critical role in driving efficiency, quality, and scalability within our clinical genomics operations. This position supports the Clinical Genomics Interpretation (CGI) leadership team by implementing process improvements, monitoring and improving turnaround time (TAT), and ensuring documentation compliance across multiple sub-teams. The ideal candidate will have a strong understanding of genetic testing workflows, a passion for operational excellence, and the ability to collaborate across diverse functions and teams within the organization to achieve measurable impact. Why Baylor Genetics? Work at the forefront of genomic medicine with a team of world-class scientists. Contribute to innovations that shape the future of personalized healthcare. Enjoy a collaborative environment that values expertise, growth, and impact. Duties and Responsibilities 50% Turnaround Time (TAT) Monitoring & Reporting Track and analyze TAT metrics using Jira or similar tools. Develop dashboards and reports to monitor performance trends and identify areas for improvement. Collaborate with stakeholders to implement corrective actions and maintain compliance. 25% Process Improvement Partner with supervisors and team leaders to identify bottlenecks and implement continuous process improvement initiatives. Apply Kaizen, Lean, and Six Sigma principles to optimize workflows across teams. 25% Documentation Management Maintain and organize team documentation including standard operating procedures (SOPs), training records, and others, while proactively managing the documentation lifecycle to ensure timely updates, alignment with process changes, and audit readiness Coordinate with QM and supervisors to ensure documentation meets regulatory and internal standards. Qualifications Rank: Laboratory Operations Excellence Specialist - Clinical Genomics I Degree: Bachelor's degree in genetics or equivalent; advanced degree holders encouraged to apply. 1 year of prior experience in clinical genetics or related field is preferred Rank: Laboratory Operations Excellence Specialist - Clinical Genomics II Degree: Bachelor's degree in genetics or equivalent; advanced degree holders encouraged to apply. 3 years of prior experience in clinical genetics or related field is preferred Rank: Laboratory Operations Excellence Specialist - Clinical Genomics III Degree: Bachelor's degree in genetics or equivalent; advanced degree holders encouraged to apply. 5 years of prior experience in clinical genetics or related field is preferred Rank: Laboratory Operations Excellence Specialist - Clinical Genomics Sr Degree: Bachelor's degree in genetics or equivalent; advanced degree holders encouraged to apply. 7 years of prior experience in clinical genetics or related field is preferred Certification in Six Sigma or equivalent programs is preferred Experience desired at all levels: MB(ASCP) certification is preferred A foundational understanding of next-generation sequencing or molecular sequencing techniques is required Expertise in concepts of clinical medicine, genetics, genomics, and molecular biology Track record of high quality, leading process improvement projects to completion Experience in data quality assessment Excellence in reading/writing medical language; communicating genetic details effectively Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook) Proficiency with Jira is preferred Competencies: Quality Assurance, Analytical, Problem Solving, Technical Skills, People Skills, Oral and Written Communication, Teamwork, Organizational Support, Safety and Security, Dependability, Innovation, Adaptability Physical Demands and Work Environment: Frequently required to sit, using a screen, keyboard, and mouse Remote work requires self-supplied home office and home internet Punctuality attending virtual and/or on-site meetings; frequently required to talk and hear

About Us MTS Quanta, a Quanta Services, Inc. (NYSE: PWR) company, has a rich history spanning over a century, providing transportation and logistics solutions. Our current mission is focused on expanding this legacy to encompass specialty logistics for infrastructure contractors across various sectors. We specialize in the procurement, warehousing, and transportation of materials across diverse modes of transportation - land, rail, and water. This comprehensive approach enables us to adeptly address the material challenges faced by our clients, including several Quanta Services companies. Our journey, which began with mule teams in Texas, has seen a remarkable transformation. From transporting pipe in Alaska to expanding our operations globally, we have continually adapted and grown. At the heart of our service is a deep understanding of the risks our clients face. We don't just provide logistics; we offer solutions that help manage and mitigate these risks, ensuring the success of our clients' projects. We focus on career development and reward excellence, recognizing each team member's unique contributions. We're at the forefront of powering modern life. Discover how your skills and dedication can make a real difference to us. About this Role Mercer Technical Services (MTS), a Quanta Services Company, is looking for an experienced Rail Operations Specialist with proven high/wide shipment experience. The Rail Coordinator is responsible for all aspects of the over-dimensional rail clearance process working closely with both in-house Engineering and Class 1 Rail roads. The role is ideal for someone with a strong foundation in specialized transport logistics who excels in communication and organization within a fast-paced environment. This role is expected to be in office, Monday-Friday What You'll Do * Plays a crucial role in the overall day-to-day management of shipments while delivering cost effective solutions that keep the long-term interest of partners as our priority. * Arranging and tracking rail shipments of transformers from origin to destination. * Daily monitoring of rail shipments. * Conduct rate negotiations to meet margin requirements and ensure maximum profitability. * Meet all customer compliance requirements. * Engage in customer and carrier communication to sustain customer and carrier growth. * Develop and manage a network of rail roads and heavy haul contractors. * Assist with Change Order Management, research/resolve invoice discrepancies, AI objectives. * Monitor shipments from origin to final destination, proactively updating stakeholders and resolving issues as they arise. * Partner with internal teams to identify opportunities for workflow improvements and enhanced operational efficiency. * Deliver outstanding customer service by responding to inquiries and promptly resolving logistics-related concerns. * Respond to partner inquiries in a timely manner including preparation of budgetary estimates. What You'll Bring * Minimum of High School Diploma or GED, college degree preferred. * High/Wide Rail Transportation experience required. * Transportation Management System (TMS) skills preferred * Proficient in Microsoft Office Suite (Excel, Outlook, Word). * Experienced in Turvo / TMS (Transportation Management Systems) a plus. * Ability to interpret a variety of instructions presented in written, oral, diagram, or schedule format. What You'll Get As a Quanta Services employee, we offer a wide range of benefits to fit your needs. * 401(k) with immediate matching and vesting * Fully comprehensive benefits packages; Medical, Dental, Vision * Your choice of PPO, HSA, FSA * Short term and long term benefits * Employee discounts on consumer goods #LI-GR1 Equal Opportunity Employer All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, national origin or ancestry, sex (including gender, pregnancy, sexual orientation, and/or gender identity), age, disability, genetic information, veteran status, and/or any other basis protected by applicable federal, state or local law.We are an Equal Opportunity Employer, including disability and protected veteran status. We prohibit all types of discrimination and are committed to providing access and equal opportunity for individuals with disabilities. For additional information or if reasonable accommodation is needed to participate in the job application, interview, or hiring processes or to perform the essential functions of a position, please contact us the Company's Human Resources department.

Who We Are Nexus Water Group is a leading regulated water and wastewater utility serving more than 1.3 million people across 20 U.S. states and 2 Canadian provinces. "Nexus" means connection. Through the essential water and wastewater services we deliver, we have a very personal connection to the people, businesses, and communities we serve. This is why our operations are locally led and managed. Every day, over 1,300 professionals deliver vital, safe, and reliable service through over 670 water systems and 360 wastewater systems. What We Offer * Paid Time Off: Starting at 3 weeks annually along with 11 company-paid holidays * Health and Wellness Benefits: The first day of the month after your start, you'll have access to your health, dental, prescription and vision benefits to help you stay well. * 401(k) Program with Matching Contribution: We offer a 100% match on contributions up to 4% of your salary, plus an additional 3% employer contribution. * Grow With Us: Professional development opportunities through training, professional certifications, and education allowance. * Additional Benefits: Other great benefits include company provided life insurance and Employee Assistance Program just to name a few. * Employee Resource Groups (ERG): ERGs are voluntary employee groups that form based on shared characteristics or backgrounds and are sponsored by the organization. Overview The Nexus Water Group team has an opportunity for a Supplier Operations Specialist. The Supplier Operations Specialist supports enterprise procurement operations with a focus on purchasing platform administration, user training, supplier onboarding, and transaction oversight. This role ensures data accuracy, policy compliance, and timely resolution of issues across procurement platforms including SAP Ariba. The person in this role serves as a critical liaison among Procurement, Finance, IT, and external suppliers to promote seamless system use and drive operational efficiency. Work Location and Schedule This position is located in Sugar Land, TX. What You'll Do * Create, maintain, and update supplier profiles, including contact information, addresses, banking details, and payment terms, in SAP. * Conduct regular audits and cleansing activities to ensure the accuracy and completeness of supplier data. Use SAP's data quality management tools to identify and resolve duplicate records. * Manage supplier bank account details and other payment-related information securely and according to company policy. * Participate in testing and supporting system enhancements related to SAP Procure-to-Pay modules and supplier management functionalities * Troubleshoot application-related issues for purchasing platforms. * Support enhancements and resolve system issues with technical support teams. * Assist suppliers with onboarding and navigation of procurement systems. * Validate and maintain supplier master data to ensure accuracy and compliance. * Respond to basic supplier inquiries and escalate complex cases as needed. * Coordinate with Procurement, Finance, and IT teams for cross-functional issue resolution. * Schedule and facilitate supplier training sessions; distribute supporting materials. What You'll Bring Experience * Minimum of 3 years' experience in the procurement field Nice to Have * Bachelor's degree in business, accounting, or a related field. Knowledge, Skills, and Abilities * Strong working knowledge of SAP Ariba, SAP Business Network and SAP * Advanced Excel proficiency including pivot tables, lookup formulas, and other complex formulas. * Strong communication and interpersonal skills, with the ability to train and support users at all levels. * Ability to troubleshoot technical issues and navigate cross-functional problem-solving. * High attention to detail Work Environment * Work is primarily performed in an office environment. * Requires prolonged periods of setting at a desk and working on a computer. * Occasional lifting of office materials or equipment up to 20 pounds may be required. * Requires virtual and in-person meetings with suppliers and internal teams. Our Company We are a proud Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any characteristic or condition protected by Federal, state, or local law. We are an E-Verify participating employer.

GENERAL JOB DESCRIPTION: The Card Operations Specialist I supports various aspects of card operations, which includes credit and debit card programs, ATM operations, and other, related financial products. This includes ensuring effective responses to internal and external inquiries, providing quality member service, and timely completion of back- office responsibilities. DUTIES & RESPONSIBILITIES: Daily Card Operations: This includes performing various types of transactions related to debit and credit card programs, for example, card orders, processing returned cards, card & account maintenance, processing payments, performing balance transfers, answering employee and member inquiries, and more. Monitor various general ledger (GL) accounts and provide balancing & reconcilement support for settlement processes. Work closely with Fraud Team; act quickly to address suspicious card activities Daily ATM Operations: Monitor ATM cash levels to ensure adequate cash available at all times. Balance and reconcile ATM settlement GL accounts. Research member inquiries and discrepancies that may exist at ATM machines or with cash delivery vendor(s). Monitor ATM system notifications to ensure proper service is initiated, completed, and ATM is back in service Technical Writing: Create and revise policies and procedures related to card and ATM products and programs. Prepare job aids, training guides, and FAQs Risk Management & Compliance: Collaborates with various lines of business to effectively respond to incidents regarding card and ATM programs. This includes card compromises, breaches, ATM functionality, vandalism, and more. Stays abreast of changing card industry regulations; assists with effective implementation of new and changing rules and regulations. Continuous Improvement: Identify opportunities for process improvements and automation to enhance operational efficiency, reduce errors, and improve member satisfaction. Stay updated on industry trends, new regulations, and technological advancements that may impact card & ATM operations Project Participation: Support department projects to deliver on strategic and operational objectives. Miscellaneous: Performs other duties as assigned. Foster and maintain positive relationships with both co-workers and members by actively embracing and demonstrating MCCU's culture, known as IMPACT. ESSENTIAL JOB REQUIREMENTS: Represents Members Choice Credit Union as appropriate in its relationships with members, sponsor organizations, suppliers, other financial institutions, and similar groups. Provides friendly, prompt, professional, and accurate support to all internal and external members. Delivers, encourages, and sustains a positive and professional work environment. Maintains a dependable record of attendance and timeliness. SKILLS/ABILITIES: Attention to detail Strong sense of responsibility Ability to think critically and problem solve A significant level of trust, diplomacy, courtesy, and tact is required Excellent interpersonal, verbal, and written communication skills Ability to work in a fast-paced, collaborative, cooperative, and productive work environment Basic knowledge of debit & credit card products, rules, and regulations, including ATM regulations and functionality Strong organizational skills Demonstrated ability to work on and switch between different tasks seamlessly without sacrificing the quality of work Ability to take initiative and ownership Proficient computer skills Professional office appearance EDUCATION & EXPERIENCE: Minimum of 1 - 2 years experience in financial institution Card Fraud experience Minimum of two years experience in card operations and servicing Proficient in Microsoft Member Service focus with an emphasis on excellence Strong drive and self-motivated PHYSICAL/MENTAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of the job, the employee is regularly required to stand, sit, walk, use hands to finger, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, and talk or hear. The vision requirements include close vision and ability to adjust focus. The mental demands include detailed work, problem solving, member contact, reasoning, math, language, written and verbal communications, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. Nature of position requires physical mobility and ability to lift a minimum of 20 pounds. Must have flexibility to deal with changing work hours and locations as needed. Ability to travel to all branches on a regular basis. Ability to occasionally work non-business hours to support system maintenance, upgrades, and conversions

Job Description Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist. The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights. Key Responsibilities: Manage daily settlement payments to customers across the United States. Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly. Complete and validate monthly reconciliations, interrogating data to ensure accuracy. Reconcile network cash for multiple networks, investigating variances. Maintain and update the customer bank account database, ensuring data integrity. Set up new settlement deals and payment terms in the accounting system. Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate. Maintain an accurate and up-to-date customer database, resolving any inconsistencies. Collaborate with other departments to resolve issues and drive process improvements. Support the development and implementation of new processes and systems. Assist with ad-hoc analysis and special projects, as needed. Requirements Bachelor's degree in Finance, Accounting, or related field. Minimum 3 years of relevant experience in financial analysis or similar role. Strong proficiency in Microsoft Excel; experience with financial modeling is a plus. Familiarity with accounting principles and financial management. Excellent analytical, quantitative, and problem-solving skills. Effective communication skills, both written and verbal. Ability to work independently and manage multiple priorities in a dynamic environment. Attention to detail and a commitment to accuracy. Benefits 401(k) Plan Health/Dental/Vision Insurance Employee Stock Purchase Plan Company-paid Life Insurance Company-paid disability insurance Tuition Reimbursement Paid Time Off Paid Volunteer Days Paid Holidays Casual Office Attire Plus many more employee perks & incentives! We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

We are excited to announce we are expanding and looking to grow our team with a new Sales Operations Specialist. Our Company Culture: Our diverse workforce allows Centre to develop and leverage knowledge, skills, and experiences that impact our overall success. Within our collaborative environment, our team of consultants work to identify innovative solutions for our clients. Together, we guide our clients through the process of selecting, deploying, and managing IT solutions tailored to their specific business needs. Centre Company Benefits: Hybrid Work Options, Paid Time Off, and Paid Holidays Medical, Dental, Vision, and 401(k) with employer match contributions Stability to grow alongside hard workers in a collaborative environment with opportunities to grow professionally Position Summary The focus of the Sales Operations Specialist is on producing high quality, detailed work based on Centre established standards, guidelines, and procedures. The Sales Operations Specialist will be responsible for precise, consistent output of work which will ensure the proper level of support and maintenance of Centre accounts within their assigned territory in a sales environment. Essential Duties and Responsibilities Responsible for proper registration of Centre Deals Maintain relationships with vendors for pricing discounts & opportunity updates Produce Centre Sales Quotes in Sell and create Opportunities in Manage for Account Executive Utilize ConnectWise Manage to assist with data entry of account information Review and monitor the current state of existing accounts and analyze trends Identify cross sell opportunities for current Centre accounts Recommend areas of opportunity for Account Executives Update Company with data received from New Customer Form Forecast assistance (enter opportunities, upload opportunity documents, and update for run rate / renewal opportunities) Process Won opportunities, create Sales Orders and create Project / Service tickets Assist Account Executive in follow-up with customers regarding open opportunities Assist Account Executive in updating the Statement of Work (SOW) with remaining information once document is created by the Regional Sales Manager (customer contact information, site information, proof-reading document) Submit Customer Satisfaction Requisition & Return Material Authorization forms when necessary Other duties as assigned Education/Experience/Certifications 3+ Years of sales or customer service experience required. IT sales experience strongly desired. Proficiency in computer systems (Microsoft Office, Internet, CRM) required. Prefer ConnectWise Manage and Sell experience for quoting. High School Degree required Associate's Degree or higher preferred Work Environment and Physical Demands Work primarily in a climate-controlled environment with minimal safety/health hazard potential. Reasonable accommodations can be made to enable individuals with disabilities/injuries to perform the essential functions of this role. The noise level in the work environment is moderate. Some local travel required when visiting customer sites This is a remote hybrid position requiring 4 days at the office and 1 day remote. Position can be located in either Richardson, TX or Houston, TX office.

IFS is a billion-dollar revenue company with 6000+ employees on all continents. Our leading AI technology is the backbone of our award-winning enterprise software solutions, enabling our customers to be their best when it really matters-at the Moment of Service™. Our commitment to internal AI adoption has allowed us to stay at the forefront of technological advancements, ensuring our colleagues can unlock their creativity and productivity, and our solutions are always cutting-edge. At IFS, we're flexible, we're innovative, and we're focused not only on how we can engage with our customers but also on how we can make a real change and have a worldwide impact. We help solve some of society's greatest challenges, fostering a better future through our agility, collaboration, and trust. We celebrate diversity and understand our responsibility to reflect the diverse world we work in. We are committed to promoting an inclusive workforce that fully represents the many different cultures, backgrounds, and viewpoints of our customers, our partners, and our communities. As a truly international company serving people from around the globe, we realize that our success is tantamount to the respect we have for those different points of view. By joining our team, you will have the opportunity to be part of a global, diverse environment; you will be joining a winning team with a commitment to sustainability; and a company where we get things done so that you can make a positive impact on the world. We're looking for innovative and original thinkers to work in an environment where you can #MakeYourMoment so that we can help others make theirs. With the power of our AI-driven solutions, we empower our team to change the status quo and make a real difference. If you want to change the status quo, we'll help you make your moment. Join Team Purple. Join IFS. Job Description The Sales Operations Specialist role helps IFS to execute business goals by designing and implementing core business reporting for effective business insight across the organization. You will need to be able to come onsite at least 2 days a week into our Itasca, IL office, or Houston, TX office - This role will require the initial completion of an excel test to be considered for candidacy. Responsibilities include, but are not limited to: Business Analysis and Report Development and Preparation • Prepare historical and forward-looking KPI analysis. Understand, use, and combine the different internal data sources, and summarize the results in MS Excel and PowerBI. Discuss measurement approach and share critical business insights with leadership and other stakeholders that support running the business • Develop financial models to support business planning processes. Participate in discussions with executive leadership to draw out key insights and recommendations for them to take forward in the business planning process • Create, maintain, and update relevant files to support the business forecasting process • Support the demand generation process by analyzing pipeline data and extracting insightful information to help the business direct the efforts towards effective actions to generate additional demand • Ad hoc analysis projects in line with business requirements Process Definitions and Enhancement • Develop processes and concepts for enhanced operational procedures and tools • Assessment of existing reporting tools and methodologies to simplify and standardize them in line with the IFS Global operating model • Make insightful recommendations to further enhance the business value derived from reporting tools • Drive cross functional initiatives in cooperation with Global and Regional functions Business Partnering: • Act as a trusted business advisor to senior leadership. Engage with senior leaders to translate data into actionable, high-value business insights that can be used to make business decisions Qualifications We are looking for a colleague who is: Proficient in MS Excel and PowerBI, with advanced skills Data-driven and commercially minded - Driven to understand the meaning behind the numbers Able to lead and own the design and calculation of key KPIs independently, with very strong attention to detail Naturally curious, with the ability to ask the right questions and challenge the status quo Thrives in a fast-paced and dynamic environment Comfortable interacting with senior internal and external stakeholders. Must be responsible with and able to handle confidential information Able to inspire positive change Essential: 5+ years' experience in Business Operations, Finance decision support or related business support role MS Excel and PowerBI skills to advanced level Demonstrated track record of rolling out operational KPI reporting, including delivery of actionable insights to executives Experience working on Finance-related assignments Broad understanding of financial statement concepts University degree or comparable professional experience Professional fluency in English Desirable: Experience in an international matrixed organization with virtual working environment. Proficiency in information technology trends and developments a plus Additional Information At IFS you will work in a growing, global enterprise software company where informal hierarchies promote simplicity and trust with responsibility. We strive to deepen our expertise by taking on challenging and varying work assignments in a collaborative environment together with committed colleagues. With professionalism and a strong customer focus in everything we do, from R&D to Sales and Consultancy, we are proud to serve world-class customers all over the globe with our leading products. If you want to change the status quo, we'll help you make your moment. Join Team Purple. Join IFS. What We're Offering Salary Range: $100,000 to $125,000 plus bonus potential Flexible paid time off, including sick and holiday Medical, dental, & vision insurance 401K with Company contribution Flexible spending accounts Life insurance and disability benefits Tuition assistance Community involvement and volunteering events All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. VEVRAA Federal Contractor, Equal Opportunity Employer

Wood Mackenzie is the global data and analytics business for the renewables, energy, and natural resources industries. Enhanced by technology. Enriched by human intelligence. In an ever-changing world, companies and governments need reliable and actionable insight to lead the transition to a sustainable future. That's why we cover the entire supply chain with unparalleled breadth and depth, backed by over 50 years' experience. Our team of over 2,400 experts, operating across 30 global locations, are enabling customers' decisions through real-time analytics, consultancy, events and thought leadership. Together, we deliver the insight they need to separate risk from opportunity and make confident decisions when it matters most. WoodMac.com Wood Mackenzie Brand Video Wood Mackenzie Values Inclusive - we succeed together Trusting - we choose to trust each other Customer committed - we put customers at the heart of our decisions Future Focused - we accelerate change Curious - we turn knowledge into action Role Purpose Join our team and play a pivotal role in powering the growth ambitions of our business by enabling a high-performing, scalable Sales organisation. As a key member of the Revenue Operations team and a trusted partner to our Vertical Sales Leaders, you will oversee and enhance the processes and deliver insights that fuel our go-to-market engine. You will balance day-to-day operational ownership with strategic projects across forecasting, CRM excellence and sales process optimisation. Using data to improve pipeline visibility, highlight trends and support informed decision-making, you will create reporting and guidance that enable clarity and focus for Sales teams. Through continuous improvement and cross-functional collaboration, you will eliminate friction, strengthen operational discipline and set the organisation up to achieve growth predictably and at scale. Main Responsibilities Lead analysis of sales performance, pipeline and activity data to identify trends, risks and opportunities that shape commercial decisions and sales priorities. Produce accurate and timely forecasting in partnership with Sales Leadership, improving predictability through better data quality, pipeline visibility and process discipline. Champion CRM excellence by ensuring data accuracy, usability and adoption; train Sales teams on best practices and lead ongoing enhancement of workflows, fields & processes. Drive continuous improvement of sales processes by identifying inefficiencies, eliminating friction, introducing automation and ensuring cross-functional alignment across Sales, Marketing, Finance and Product. Provide strategic recommendations to Sales Leadership on sales operations strategy and revenue optimization initiatives Design, maintain and evolve the sales territory model in partnership with Vertical Leaders to maximise GTM effectiveness and reflect market demand; manage territory changes Lead and drive major internal business initiatives focused on sales operations transformation, process optimization, and cross-functional integration to support organizational growth objectives Manage operational policies and sales enquiries related to rules of engagement, account and lead allocation, ensuring clarity and consistent application across the organisation. Partner with Finance and Commissions to ensure month-end processes are completed accurately and on time, with the correct inputs for compensation and reporting. Oversee end-to-end systems and data processes for starters, movers and leavers within Sales, ensuring smooth onboarding, access and territory/account transitions. About You Experience in Sales Ops, Enablement, Support, or Commercial Enablement. Growth mindset; proactively identifies and tackles challenges. Strong analytical skills with excellent attention to detail. Advanced Microsoft Excel and Office skills. Hands-on Salesforce experience; reporting, dashboards, and CRM administration. General understanding of Marketing, Finance, and Product operations. Comfortable interpreting data and translating into actionable insights, with strong commercial awareness of market positioning and competitive landscape to inform strategic recommendations Works collaboratively across teams. Thrives in fast-paced, growth-focused environments. Strong communication skills; able to influence and build alignment. Expectations We are a hybrid working company and the successful applicant will be expected to be physically present in the office at least 2 days per week to foster and contribute to a collaborative environment, but this may be subject to change in the future. Due to the global nature of the team, a degree of flexible working will be required to accommodate different time zones. While this is expected to be a full-time role, part-time or flexible working arrangements will be considered. Equal Opportunities We are an equal opportunities employer. This means we are committed to recruiting the best people regardless of their race, colour, religion, age, sex, national origin, disability or protected veteran status. You can find out more about your rights under the law at ************ If you are applying for a role and have a physical or mental disability, we will support you with your application or through the hiring process.

Are you a seasoned leader with a passion for senior living operations and sales? Do you thrive in dynamic environments, mentoring teams, and driving performance across multiple communities? Join our team as a Regional Specialist. In this role, you'll support both operations and sales functions across The Aspenwood Company's portfolio, stepping in during transitions, guiding challenged communities, and ensuring excellence in service delivery. If you're ready to make a meaningful impact in a fast-growing organization, we want to hear from you! Benefits Include: 401K with a 4% safe harbor match Perks at Work - Discounted pricing on purchases Holiday Pay including a Floating Holiday Generous PTO that rolls over year over year Employee Assistance Program Paycheck Advances Healthcare options Financial Hardship Programs Compassionate Leave PTO Cashout Option Location: Home Office Travel to assigned communities as needed. Weekend and holiday availability required Essential Duties and Responsibilities: Operations Serve as Executive Director during transitions Train and mentor Executive Directors and other director-level roles Assist in developing an Executive Director in Training program Complete special assignments across operations, compliance, wellness, satisfaction, dining, enrichment, safety, aesthetics, training, and staffing Provide hands-on support for start-up communities Train on current and new software systems Submit accurate and timely reports Supervise operational areas at assigned communities Support turnaround efforts in challenged communities Participate actively in site visits, staff meetings, and resident engagement Ensure compliance with city, state, federal regulations, and company policies Monitor integrity of company programs Respond promptly to resident, family, and employee concerns Oversee assigned reports and assist with special projects Perform other duties as assigned Sales Serve as Sales Director during transitions or in census-challenged communities Train, mentor, and support sales teams under guidance of Senior RVP of Sales and Marketing Lead daily stand-ups and communicate prospect status Manage expenditures and analyze budget variances Guide community-based sales teams in partnership with RVP of Sales and Marketing Develop and execute marketing plans with Executive Directors and Sales teams Conduct tours, follow-ups, home visits, and personalized outreach Maintain accurate CRM data Use Prospect Centered Selling tools and methodology Provide necessary documentation for lease signings Participate in internal and external marketing events Coordinate with plant operations, life enrichment, and dining services for event success Uphold company standards and legal compliance Meet with prospects during regular hours, evenings, and weekends Maintain professional appearance and hygiene Manage multiple tasks and competing priorities Promote engagement and superior customer service Participate in professional networking and organization-wide sales training Perform other duties as assigned Qualifications: Bachelor's degree in business, finance, healthcare administration, sales and marketing, or related field required 3-5 years of successful experience as an Executive Director; turnaround experience preferred Minimum 5 years' experience in senior living sales management Assisted Living Certification preferred Strong leadership and performance orientation Excellent verbal and written communication skills Strategic and functional problem-solving ability Effective interaction with Executive Directors and senior leadership Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams) Flexibility in schedule and travel Reliable transportation for work, events, and home visits EOE/M/F/D/V

Job Description D365 Business Central - ERP Specialist Join a global manufacturing company's ERP team supporting their US operations from Houston, Texas, Wisconsin, Connecticut, Toronto or Montreal. You'll be part of a well-established global IT organization implementing Business Central across 88+ entities in 27 countries and supporting the users to get most out of their brand new solution by training and optimizing. Start Date: ASAP (goal to have someone onboard by January) Location: Houston, TX (Hybrid - 1-2 days/week onsite preferred) Key Requirements Minimum 3 years' hands-on Business Central (BC) platform experience. Strong understanding of manufacturing, inventory and warehousing business processes. Experience with master data management, process optimization, and system configuration. Knowledge of security filters and permission sets within BC. Strong analytical skills to evaluate third-party integrations. Excellent communication and collaboration skills - this role requires patience and customer service mindset. Must be comfortable starting workday at 7:00 AM to align with European team overlap. Compensation & Benefits Salary Range: $95,000 - $110,000 base. Competitive benefits package including health, dental, vision, and 401(k) with 5% company match. Flexible hybrid work schedule. Why This Role Stands Out Be part of a rapidly growing global IT organization (grown from 3 to 36 people in recent years). Not a revolving door environment - this is a company that values and retains talent. Zero turnover in the IT department - people stay because of the culture. Strong European-influenced benefits package uncommon in the US. Work on meaningful global implementations with real business impact. Interested to find out more? Hit the Apply button or email ********************* for a confidential chat. Who is The Good Talent? The Good Talent is a Microsoft Dynamics specialized Recruitment and Staffing agency in North America. Our website: TheGoodTalent.co Listen to our Dynamics Compass Podcast where we interview industry experts Follow our LinkedIn page to stay across our latest opportunities: ****************************************************

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The ERM Business Analyst plays an essential role in supporting the Enterprise Risk functions in safeguarding the financial interests of our credit union and its members. This position is responsible for delivering administrative, analytical, and operational support for fraud detection and prevention processes and for key risk programs, including resilience management, risk measurement and reporting, risk mitigation and assessment, corporate insurance, corporate governance, and third-party risk management. Principle Duties and Responsibilities Works with purpose and is driven to provide the best team member experience. Willingness and ability to exhibit Wellby Core Values every day. Maintain the highest levels of integrity and professionalism. Maintain all business affairs of both internal and external members confidentially. Ensure continuous alignment between technological solutions settings, departmental processes, policies, procedures, and other governing documents. Monitors communication channels such as email inboxes and HubSpot and ensures business unit inquiries are resolved in alignment with established guidelines and Service Level Agreements (SLAs). Supports the collection and analysis of data for potential business efficiencies and identifies specific business opportunities or threats. Assists with gathering, organizing, and validating data for risk dashboards, Key Risk Indicators (KRIs), Key Performance Indicators (KPIs), and other risk measurement and reporting outputs. Supports the coordination, tracking, and documentation of resilience testing, exercises, and corrective action items. Assists with gathering, organizing, and validating data for risk dashboards, Key Risk Indicators (KRIs), Key Performance Indicators and other risk measurement and reporting outputs. Supports the maintenance of risk registers and tracking tools for open issues, action plans, and mitigation activities. Helps document risk assessments, control evaluations, and remediation progress in accordance with established procedures and timelines. Provides administrative support for the corporate insurance program, including tracking policy information, endorsements, certificates of insurance, and renewal documentation. Compiles data and documentation needed for applications, renewals, and broker or carrier requests. Track incidents and claim-related documentation to support timely reporting and resolution. Creates and maintains process maps to document workflows and identify areas for improvement. Provides administrative support for department initiatives, meetings, and projects, including scheduling, agendas, minutes, and follow-up items. Supports coordination of follow-up with internal stakeholders and vendors to ensure timely completion of required documents and risk-mitigation actions. Performs related duties and special requests as assigned, including representation on credit union project teams. Complete all required, ongoing enterprise-level training, including, but not limited to, BSA, OFAC, Privacy. Performs other duties as assigned. Knowledge, Skills, and Abilities (KSA) Knowledge of Wellby's organizational functions and general operating policies and procedures. Knowledge of the regulations which govern financial institutions. Knowledge of federal, state, and local policies, laws, and regulations pertaining to investigating fraud. Knowledge of human behavior and performance. Knowledge of general office procedures and practices, business English, spelling, punctuation, and arithmetic. Knowledge of risk management concepts, including risk identification, assessment, mitigation, and monitoring. Knowledge of business continuity/resilience, vendor risk management, and corporate insurance concepts preferred. Skilled in Microsoft Office Suite (e.g., Excel, PowerPoint, Word) Skilled in operating computer equipment and general machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices. Ability to document complex processes both verbally and visually using Lucidchart. Ability to provide excellent member service while handling inquiries. Ability to identify discrepancies and problems. Ability to effectively communicate to convey information and ideas clearly and accurately to team members and external partners. Ability to multi-task, maintain accuracy, and meet deadlines in a fast-paced, high-volume environment. Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members. Ability to communicate clearly and concisely, orally and in writing. Ability to coordinate several concurrent activities simultaneously and adapt to changing priorities across multiple risk and fraud-related programs. Supervisory Responsibilities This role does not have supervisory responsibilities. Complexity & Scope of Work The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards. The team member performs routine and generally related tasks without supervisory direction. Tasks may occasionally have to be coordinated, integrated, and/or prioritized. Courses of action are determined by established procedures and/or their leader. The team member's work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures. The team member uses independent judgment in making decisions. Physical Demands & Work Environment The physical demands and work environment characteristics described here represent those that must be met by a team member to perform the essential functions of this position successfully. Reasonable accommodations may enable individuals with disabilities to perform essential functions. To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings. The team member must be able to exchange information in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members. The ability to observe details at close range (within a few feet of the observer). Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs. The noise level in the work environment is usually moderate. Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area. Minimum Qualifications Associate's degree required Minimum of two (2) years of experience in a financial institution. One year of relevant experience may be substituted for one year of required education. Familiarity with regulations that govern financial institutions, preferably credit unions Bank Secrecy Act Compliance Specialist (BCACS) or Certified Anti-Money Laundering Specialist (CAMS) preferred. Bondable For All Candidates This is a Full-Time, Salary (exempt) role. Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources. Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email *************************** or call ************ for assistance. Disclaimer The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post. PLEASE NOTE: This position can be filled at either the Business Development Specialist I or II level - please see below for position compensation, details, and requirements. BDS I expected salary range of $55,250 to $65,000, varies based on experience, along with comprehensive benefits package that includes bonus and 401(k). BDS II expected salary range of $57,800 to $68,000, varies based on experience, along with comprehensive benefits package that includes bonus and 401(k). Constellation is seeking candidates who are within a commutable distance of offices in Boston, Baltimore, Houston, Kennett Square, or Chicago for in-person meetings or events. BDS I - PRIMARY PURPOSE OF POSITION The Business Development Specialist I is responsible for owning the accuracy and integrity of customer and account data in Customer Relationship Management (CRM) system and providing technical support to the sales and account management team. This role is also the liaison and point of contact with other functional groups for pre-deal related issues in the sales cycle. BDS II - PRIMARY PURPOSE OF POSITION The Business Development Specialist II is responsible for owning the accuracy and integrity of customer and account data in Customer Relationship Management (CRM) system and providing advanced technical support to the sales and account management team. This role is also the liaison and primary point of contact with other functional groups for pre-deal related issues in the sales cycle. BDS I - PRIMARY DUTIES AND ACCOUNTABILITIES Data Entry and Maintenance. Creates opportunities, offers, and various pricing scenarios to support transactions. Owns accuracy and integrity of customer data in Customer Relationship Management (CRM) system. Maintains data accuracy on any changes in customer data (ownership changes for example). Responsible for establishing and maintaining account hierarchy within the system of record; Familiar with non-standard requests. Utility Knowledge. Provides data and technical support to Business Development Managers and Account Managers with a proficient understanding of regional utility requirements. Communication. Receives and responds to Request for Proposals (RFP's) primarily by email. Liaison between Sales and other functional groups throughout the data validation process and contract execution. Can coordinate with the pricing and legal teams on non-standard requests as needed. Process Improvements. Assists with ad hoc requests for process improvements, such as assisting in cleanup projects, new hire training, development of process efficiencies, and system testing. Travel required as necessary to meet business needs. In-person attendance for trainings, team meetings, and other moments that matter. BDS II - PRIMARY DUTIES AND ACCOUNTABILITIES Utility, Market, Lead Source, Product Knowledge. Independently determines appropriate delivery point and rate class. Collaborates on appropriate product, and margins when creating opportunities and offers to support transactions. Understands requirements in at least two utilities/iso's and the impact to the customer, channel partner, and organization of selections made during set up and pricing based on utility, market, lead source, and product. Demonstrates strong knowledge of managing non-standard requests and leads coordination with the pricing and legal teams as needed. Communication External and Internal. Clearly and professionally communicates, in writing and verbally, with external parties (e.g. customers, prospects, and channel partners) and internally with sales, team members and other functions. Interacts directly with prospects, customers, channel partners, sales, and other internal functions to ensure the accuracy and integrity of customer data in Customer Relationship Management (CRM) system. Sends pricing and contracts directly to channel partners and customers Data Analytics and Management. Evaluates current and historic account information, lead source, market, and product to ensure that we create the best account structure and present the best options. Provides strong data and technical support to Business Development Managers, Account Managers, and external customers with an advanced understanding of regional utility requirements and account structures. Owns and maintains data accuracy in CRM, including any complex changes in customer data (e.g. ownership changes, splits, and name changes). Establishes and maintains account hierarchy within the system of record; creates various pricing scenarios to support transactions. Process Improvements. Exhibits strong knowledge of systems to advocate for and participate in process improvement efforts. This may include cleanup projects, new hire training, development of process efficiencies and system enhancements, and any required ongoing testing. Team Lead. Serve as internal resource to team and initial escalation point to resolve challenges throughout the data validation process and work through system sync issues. Liaison between Sales, internal functional groups, and customers/channel partners to ensure open communication and coordination throughout the data validation process and contract execution. Travel required as necessary to meet business needs. In-person attendance for trainings, team meetings, and other moments that matter. Additional Qualifications/Responsibilities MINIMUM REQUIREMENTS BDS I - MINIMUM QUALIFICATIONS Highly proficient in Word, Excel, PowerPoint, and Outlook Exceptional written and oral communication skills to function in a team environment and to maintain rapport with employees and customers. Strong analytical skills, attention to detail, problem-solving, and independent decision-making. Ability to effectively build and maintain relationships with internal customers Flexibility on the job and the ability to work under multiple, daily deadlines. Ability to maintain confidentiality of all information always BDS II - MINIMUM QUALIFICATIONS Highly proficient in Word, Excel, PowerPoint, and Outlook Exceptional written and oral communication skills to function in a team environment and to maintain rapport with employees and customers. Strong analytical skills, attention to detail, problem-solving, and independent decision-making. Ability to effectively build and maintain relationships with internal customers Flexibility on the job and the ability to work under multiple, daily deadlines. Ability to maintain confidentiality of all information always BDS I/II PREFERRED QUALIFICATIONS Direct customer service experience Bachelor's Degree