Account Executive jobs at Prudential Bank - 3115 jobs
Account Manager, National Accounts
Prudential 4.7
Account executive job at Prudential Bank
Job Classification: Investment Management - Investments Group Insurance is an operating unit within the U.S. Businesses Division that primarily focuses on creating, distributing, and administering a complex range of life and disability insurance products for many top Fortune 500 companies. Prudential's Group Insurance (GI) Distribution organization delivers benefit services and solutions needed to fulfill our purpose of making lives better by solving the financial challenges of our changing world. The group is comprised of early talent, experienced, and executive teams with a keen focus on customer and marketplace centricity.
Prudential's Group Insurance (GI) National Account Organization (NAO) Account Management team is seeking a National Account Manager who will be responsible for establishing and maintaining cooperative relationships with customers, brokers, consultants, and internal business partners-resulting in increased sales revenue, customer persistency, and customer satisfaction with existing Group Life & Disability National Account cases. This position also entails working closely with our AccountExecutives in executing customer-specific business plans that are linked to Group Insurance goals and objectives. Some travel is required. Daily activities include but are not limited to:
* Business Development
* Coordinating Marketing, Sales, and Support service for assigned accounts
* Possessing an understanding of your assigned customers' requirements and initiating actions that maintain high levels of customer satisfaction
* Proactively partnering with internal contacts to facilitate timely resolution of issues or problems presented by customers and/or brokers
* Presenting products, services, and plan design information to meet customer needs
* Addressing customer questions and concerns regarding any aspect of our product offering Talent Management
* Providing guidance to junior staff
Qualifications:
* 2-3 years' experience in Group Insurance and benefits
* Customer management experience (preferred)
* Experience in Group Insurance underwriting or financials (a plus)
* Strong customer service focus • A detail-orientated individual with strong analytic, organization and time management skills
* Excellent communication skills
* A solid knowledge of Prudential's Group Insurance product and services
#LI-IN
What we offer you:
Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $107,300.00 to $166,400.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
$107.3k-166.4k yearly Auto-Apply 27d ago
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Head of Global Employment Law
Transunion 4.2
Chicago, IL jobs
A leading financial technology firm in Chicago seeks a Senior Director, Employment Attorney. This role involves providing expert legal counsel on employment-related matters and managing compliance with employment laws. The ideal candidate holds a Juris Doctor and has over 10 years of employment law experience, particularly in high-growth environments. This hybrid position offers competitive salary and benefits, emphasizing diversity and professional growth.
#J-18808-Ljbffr
$70k-163k yearly est. 1d ago
Corporate Affairs Account Manager Lead, Content Studio
USAA 4.7
Plano, TX jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We're building something new-and we're looking for bold, creative, and strategic talent to help shape it.
USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission.
Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes.
Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful.
As a strategic Account Manager supporting USAA - you'll lead the development and delivery of integrated communications strategies that inform, engage and inspire.
With a strong understanding of the financial services landscape, your part strategist, part storyteller and part project manager - deeply attuned to the business, its people, and the channels that matter. You'll collaborate across Corporate Affairs and act as a connector-bringing strategic thinking, content savvy and rigor to every engagement. You'll bring the ability to quickly understand business goals, navigate functional priorities and translate complex strategies into clear, actionable communications.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX or Plano, TX. Relocation assistance is not available for this position.
What you'll do:
Provides regular counsel and insight to senior management, company leaders, subject-matter experts, and unit staff to develop highly complex effective communication strategies and tactics in support of enterprise strategic initiatives.
Prioritizes highly complex communication projects and ensures they support enterprise plans for employee, member, and public initiatives. Serves as a key influencer and integrator of strategic objectives across the enterprise.
Creates strategies that employ communications tactics such as press outreach, online advocacy, social networking internal and external social channels, leadership, and other internal and external communication channels, and publications. Measures the effectiveness of communications strategies to ensure objectives are met.
Develops and implements highly complex communications plans in support of business objectives and collaborates with colleagues to support positive business outcomes, protect and enhance USAA's reputation, and engage the company's workforce.
Develops, manages and executes effective messaging, collateral, processes and strategies in support of business initiatives, craft key messaging for use with federal and local regulators.
Partners with various teams within the Marketing & Communications Organization (e.g. Social Business, Content Strategy & Development) and with key enterprise partners in the development of collateral to be used across all mediums, including print, web, email, video, and social media to help deliver the messages on the identified channels.
Maintains a command of USAA strategies and possesses in-depth knowledge of financial services industry issues and trends, and actively seeking to link those issues to ongoing or emerging employee, member and/or public communications opportunities.
In support of public affairs, leads and/or partners in the development and implementation of all communications to include crisis management, legislative, regulatory and litigation communications. Manages message development and builds relationships with third-party groups.
Develops and manages grassroots communications with influential groups. Develops relationships with the news media to leverage USAA's reputation.
In support of social media, partners with the Social Business team to plans, directs, and executes USAA's social media strategy to protect, sustain, and enhance USAA's reputation.
Develops and mentors junior team members.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's Degree in Communications, Journalism, Marketing, or a related degree required OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
8 or more years of progressively responsible experience in internal and/or external communications (including employee communications), preferably within the financial services industry to include media relations experience working with media outlets at national, regional or local levels.
Subject Matter Expert writing and editing skills and excellent verbal communication skills.
Subject-matter-expert knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required.
Subject-matter-expert level in communication industry practices and emerging trends required.
Experience in translating business objectives into integrated communication strategies and tactics that drive business performance.
Project management and collaboration experience including managing cross-functional projects from inception to completion.
What sets you apart:
Experience in Financial Service communications and/or working within an agency model in an account management or producer role
Strong Project Management skills and experience in PM Tools such as Workfront and/or Asana
Enjoys collaborating cross-functionally to enhance business outcomes.
Experience in video, radio & photography production.
Experience shaping creative communications that are pointed at solving a business challenge.
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $127,310 - $243,340.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$74k-93k yearly est. Auto-Apply 5d ago
Enterprise Account Executive, Supplier Growth
Bill.com 4.0
Remote
Innovate with purpose
At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses-from startups to established brands-make smarter decisions and gain control of their operations. And we don't stop there: we're creating the future of financial automation so businesses can spend more time on what matters.
Working here means you become part of a vision-driven team that's ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity-and we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or working remotely, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks.
BILL builds high performing teams and we seek to hire the best talent for every role. We're committed to building a workplace that fosters inclusion and diverse perspectives, valuing each person's unique skills and experiences. We'd love to hear from you-you might be just what we're looking for, whether in this role or another.
✨ Let's give businesses more time for what matters.
BILL is seeking an Enterprise AccountExecutive, Supplier Growth to streamline enterprise supplier payment processes with a comprehensive automated solution. The Enterprise AccountExecutive, Supplier Growth is a highly strategic role that is responsible for engaging and selling our Accounts Receivable solutions into Enterprise/ Corporate suppliers while acting as a trusted advisor to their growing portfolio of customers. This position will serve as a dedicated outbound sales expert, achieving assigned quotas, gathering / entering and analyzing data, and exceeding customer and stakeholder expectations.
Make your impact within a rapidly growing Fintech Company
Working with the Director of Sales, Supplier Growth, to deliver against sales targets while selling BILL's B2B payment capabilities to Enterprise/Corporate suppliers' treasury organization
Manage the sales cycle: generate a sales pipeline of opportunities and progress through the sales process to booking; grow your sales funnel through data analysis, collaboration, relationship building; maintain sales operational requirements including documentation in CRM and internal communications in accordance with best practices for forecasting
Build a book of business: conduct business reviews, regular health check and other customer touch points; monitor customer adoption, retention and annual revenue; provide customers with value driven insights, recommendations, and superior service; work cross-functionally to resolve customer escalations
Be the Voice of the Customer: work with Marketing to contribute to GTM playbook; champion customer user experience with Product to drive enhancements; maintain deep industry knowledge
Professionally represent BILL through effective relationship management that drives customer excitement and engagement
Maintain a strong sense of urgency with a high amount of focus towards company objectives
We'd love to chat if you have:
5+ years of sales experience, preferably selling a SaaS solutions, treasury products or payment solutions to Enterprise/Corporate executives and corporate finance (CFO, Treasurer, Controller and Accounts Receivable functions)
Ability to creatively drive build, design, and execute customer sales program adoption strategies that drive sales performance, boost morale and create financial results for the organization
Strong analytical skills demonstrated through data analysis and customer interactions, uncovering customer needs and potential solutions.
Experience in managing complex sales cycles with multiple stakeholders, including customer implementations and building meaningful customer relationships
Proven track record in conflict management and working effectively with diverse populations, leveraging strong consulting skills to drive business value
Self-motivated and team-oriented, with a passion for exceeding customer expectations and a commitment to continuous learning and improvement.
Bachelors' degree is preferred or similar experience
Up to 25% travel may be required
Visa Sponsorship: Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future.
#hiringnow
This role is eligible to participate in BILL's sales incentive and equity plans. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits.
The On Target Earnings (OTE) range noted below are remote based roles in the specific geographic zone
Zone 1- San Francisco Bay Area CA (includes HQ), New York City, Seattle, Los Angeles County$263,100-$329,200 USDZone 2- CA (Non San Francisco Bay Area and Los Angeles County), Austin TX, Massachusetts$236,800-$296,300 USDZone 3 -Utah (includes Utah office), Houston TX, Florida, North Carolina$223,600-$279,800 USD
What's in it for you?
Redefining how businesses automate their work is a fast-paced, exciting, and fun environment. But we also have benefits and perks to ensure the magic isn't only experienced by our customers, but by our employees as well.
Here is a preview of some of the amazing benefits here at BILL:
100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP)
HSA & FSA accounts
Life Insurance, Long & Short-term disability coverage
Employee Assistance Program (EAP)
11+ Observed holidays and wellness days and flexible time off
Employee Stock Purchase Program with employee discounts
Wellness & Fitness initiatives
Employee recognition and referral programs
And much more
Don't believe us? Check out our culture, benefits, and teams on our career site, LinkedIn Life, or YouTube pages.
BILL is an Equal Opportunity Employer. We believe our best ideas come from the unique stories, perspectives, and experiences of our team members. We welcome people of all backgrounds, abilities, and identities to bring their authentic selves and contribute to our culture.
We are committed to a transparent, inclusive hiring process that reflects our values. If you need accommodations at any stage, please contact interviewaccommodations@hq.bill.com.
Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.
$263.1k-329.2k yearly Auto-Apply 47d ago
Head of Enterprise Risk
Cambridge Associates 4.8
Boston, MA jobs
Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit ****************************
Summary:
Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe.
We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk is responsible for executing on and maintaining CA's risk management framework. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.
Job Description:
Setting the direction and the pace for the implementation of processes and practices across CA in alignment with Management and regulatory and Board expectations. With strong collaboration from first-line risk colleagues, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored
Leads the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness
Provides quarterly Enterprise Risk Reports to Management and to the Audit and Risk Committee, inclusive of any critical findings, with targeted, actionable recommendations.
Serves as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with responsibility for recommending remediations, directing further assessment of functions or process assessments, and escalating significant risks to Management for resolution.
Serves as the firm's second line of defense alongside the Chief Compliance Officer, with ownership for identifying, escalating, and resolving enterprise risks. Ensures that business units are accountable for timely risk reporting, mitigation, and monitoring and ensures all incidents and control failures are reported and on track for remediation.
Engages with first-line risk colleagues to identify and mitigate risks that may impinge upon our regulatory status, competitive position or our strategic objectives.
Ensures the execution of risk mitigation strategies across all client-facing and support functions, holding business leaders accountable for implementing required controls and corrective actions.
Ensures the effective execution of regional risk frameworks and respective risk committees, including reporting and issue resolution
Owns the deployment and optimization of the firm's GRC (Governance, Risk and Compliance) tool to establish proactive, real-time visibility, monitoring and assessment of risks across all aspects of our business
Owns and executes the Enterprise Risk Plan, ensuring that resources are deployed strategically and that priorities align with the top risk areas as identified through business area risk workshops and risk assessments
Leads the governance and evolution of the firm's Risk Taxonomy, driving a common risk language and a shared understanding of both ongoing and emerging risks
Directs the maintenance and continuous improvement of the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, enforcing timely updates and compliance with regulatory requirements
Leads the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to ensure business unit objectives are measured objectively and aligned with industry standards.
Qualifications
Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm
Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework
Proven ability to effectively implement Enterprise Risk Management frameworks and risk governance strategies
Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting
Broad-based operational perspective and understanding of the processes and controls of an investment management firm
Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners
Strong executive presence with the ability to communicate clearly and persuasively with Management, senior leadership and our Board of Managers
Deep understanding of global investment management regulatory environment
Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly
Ability to interact with and build relationships with colleagues at all levels of the organization.
Bachelor's degree required, advanced degree desirable
All applications must include a resume and cover letter.
Base salary range for this role:
Pay Range Minimum:
177300
Pay Range Maximum:
241100
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
$161k-210k yearly est. Auto-Apply 60d+ ago
Business Development Representative II - Payments - Senior Associate
Jpmorganchase 4.8
Plano, TX jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team
As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions goals.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase
Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required
Negotiates leveraging customized proving models with clients to close business
Works with internal partners to ensure successful implementation, product ramp-up
Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
Required qualifications, capabilities and skills
Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts
Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply
Ability to balance needs of clients with associated risks and interests of the firm.
Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field, or equivalent work experience in business to business sales or relationship management role or at least 5 years with related business development experience
$82k-110k yearly est. Auto-Apply 60d+ ago
Business Development Representative II - Payments - Senior Associate
Jpmorganchase 4.8
Plano, TX jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team.
As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry
Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm
Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client
Acquire deep knowledge of company's products and pricing to facilitate sales efforts
Negotiate with clients to price products and services competitively while generating revenue
Maintain sales records and prepare sales reports as required
Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions
Develop a vertical market expertise and become industry expert
Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations
Required qualifications, capabilities and skills
Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment
Demonstrate critical thinking and problem solving skills
Demonstrate ability to build positive interpersonal relationships with business owners
Demonstrate ability to prioritize and focus on multiple initiatives
Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products
Travel to clients and/or attend Trade-shows
Preferred qualifications, capabilities, and skills
Bachelor's degree
Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry
$82k-110k yearly est. Auto-Apply 23d ago
Business Development Representative II - Payments - Senior Associate
Jpmorgan Chase 4.8
Plano, TX jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team. As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
**Job Responsibilities**
+ Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry
+ Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm
+ Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client
+ Acquire deep knowledge of company's products and pricing to facilitate sales efforts
+ Negotiate with clients to price products and services competitively while generating revenue
+ Maintain sales records and prepare sales reports as required
+ Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions
+ Develop a vertical market expertise and become industry expert
+ Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations
**Required qualifications, capabilities and skills**
+ Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment
+ Demonstrate critical thinking and problem solving skills
+ Demonstrate ability to build positive interpersonal relationships with business owners
+ Demonstrate ability to prioritize and focus on multiple initiatives
+ Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products
+ Travel to clients and/or attend Trade-shows
**Preferred qualifications, capabilities, and skills**
+ Bachelor's degree
+ Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$82k-110k yearly est. 21d ago
Business Development Representative II - Payments - Senior Associate
Jpmorgan Chase 4.8
Plano, TX jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions goals.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
**Job Responsibilities**
+ Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
+ Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase
+ Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
+ Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required
+ Negotiates leveraging customized proving models with clients to close business
+ Works with internal partners to ensure successful implementation, product ramp-up
+ Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
**Required qualifications, capabilities and skills**
+ Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts
+ Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
+ Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
+ Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply
+ Ability to balance needs of clients with associated risks and interests of the firm.
+ Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments
**Preferred qualifications, capabilities, and skills**
+ Bachelor's degree in Finance or related field, or equivalent work experience in business to business sales or relationship management role or at least 5 years with related business development experience
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$82k-110k yearly est. 60d+ ago
Business Development Representative II - Payments - Senior Associate
Jpmorganchase 4.8
Tempe, AZ jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team
As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients
Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase
Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required
Negotiate leveraging customized proving models with clients to close business
Work with internal partners to ensure successful implementation and product ramp-up
Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
Required Qualifications, Skills, and Capabilities
Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts
Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally
Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint
Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply
Ability to balance the needs of clients with associated risks and interests of the firm
Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments
Preferred Qualifications, Skills, and Capabilities
Bachelor's degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role
At least 3 years of related business development experience
$89k-119k yearly est. Auto-Apply 43d ago
Business Development Representative II - Payments - Senior Associate
Jpmorgan Chase & Co 4.8
Tempe, AZ jobs
JobID: 210687027 JobSchedule: Full time JobShift: : You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team
As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
* Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
* Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients
* Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase
* Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
* Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required
* Negotiate leveraging customized proving models with clients to close business
* Work with internal partners to ensure successful implementation and product ramp-up
* Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
Required Qualifications, Skills, and Capabilities
* Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts
* Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally
* Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint
* Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
* Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply
* Ability to balance the needs of clients with associated risks and interests of the firm
* Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments
Preferred Qualifications, Skills, and Capabilities
* Bachelor's degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role
* At least 3 years of related business development experience
$89k-119k yearly est. Auto-Apply 43d ago
Business Development Representative II - Payments - Senior Associate
Jpmorgan Chase 4.8
Tempe, AZ jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
**Job Responsibilities**
+ Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
+ Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients
+ Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase
+ Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
+ Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required
+ Negotiate leveraging customized proving models with clients to close business
+ Work with internal partners to ensure successful implementation and product ramp-up
+ Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
**Required Qualifications, Skills, and Capabilities**
+ Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts
+ Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally
+ Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint
+ Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
+ Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply
+ Ability to balance the needs of clients with associated risks and interests of the firm
+ Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments
**Preferred Qualifications, Skills, and Capabilities**
+ Bachelor's degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role
+ At least 3 years of related business development experience
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$89k-119k yearly est. 41d ago
Credit Executive, Global Wealth & Investment Management
Bank of America 4.7
Atlanta, GA jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients.
Responsibilities:
• Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
• Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
• Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
• Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
• Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
• Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits
Required Qualifications:
• 10 plus years of commercial credit or wealth management credit experience
• Strong oral and written communication skills
• Effectively present to Merrill leadership and advisors around Custom Credit
• Strong credit skills (commercial / UHNW)
• Organized and can handle/prioritize several transactions at the same time
• Ability to work well with with underwriting, risk, and other business partners
• Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
• Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.
• Manage ongoing loan portfolio (reporting, covenants, etc.)
Desired Qualifications:
• Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans
• BS degree / MBA
Skills:
• Business Development
• Loan Structuring
• Negotiation
• Prospecting
• Relationship Building
• Active Listening
• Business Acumen
• Client Management
• Customer and Client Focus
• Profitability Analysis
• Influence
• Pipeline Management
• Portfolio Management
• Problem Solving
• Sales Strategy
Shift:
1st shift (United States of America)
Hours Per Week:
40
$92k-138k yearly est. Auto-Apply 60d+ ago
Credit Executive, Global Wealth & Investment Management
Bank of America Corporation 4.7
Atlanta, GA jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients.
Responsibilities:
* Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
* Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
* Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
* Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
* Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
* Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits
Required Qualifications:
* 10 plus years of commercial credit or wealth management credit experience
* Strong oral and written communication skills
* Effectively present to Merrill leadership and advisors around Custom Credit
* Strong credit skills (commercial / UHNW)
* Organized and can handle/prioritize several transactions at the same time
* Ability to work well with with underwriting, risk, and other business partners
* Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
* Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.
* Manage ongoing loan portfolio (reporting, covenants, etc.)
Desired Qualifications:
* Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans
* BS degree / MBA
Skills:
* Business Development
* Loan Structuring
* Negotiation
* Prospecting
* Relationship Building
* Active Listening
* Business Acumen
* Client Management
* Customer and Client Focus
* Profitability Analysis
* Influence
* Pipeline Management
* Portfolio Management
* Problem Solving
* Sales Strategy
Shift:
1st shift (United States of America)
Hours Per Week:
40
$92k-138k yearly est. 17d ago
Credit Executive, Global Wealth & Investment Management
Bank of America 4.7
Atlanta, GA jobs
Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients.
**Responsibilities:**
- Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
- Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
- Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
- Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
- Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
- Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits
**Required Qualifications:**
- 10 plus years of commercial credit or wealth management credit experience
- Strong oral and written communication skills
- Effectively present to Merrill leadership and advisors around Custom Credit
- Strong credit skills (commercial / UHNW)
- Organized and can handle/prioritize several transactions at the same time
- Ability to work well with with underwriting, risk, and other business partners
- Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
- Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.
- Manage ongoing loan portfolio (reporting, covenants, etc.)
**Desired Qualifications:**
- Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans
- BS degree / MBA
**Skills:**
- Business Development
- Loan Structuring
- Negotiation
- Prospecting
- Relationship Building
- Active Listening
- Business Acumen
- Client Management
- Customer and Client Focus
- Profitability Analysis
- Influence
- Pipeline Management
- Portfolio Management
- Problem Solving
- Sales Strategy
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$92k-138k yearly est. 60d+ ago
Enterprise Account Management
Shift4 4.2
Tampa, FL jobs
Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit ***************
We're looking for an Enterprise Account Manager to build and maintain trusted relationships with our largest and most strategic partners. In this role, you'll serve as a key advisor to enterprise accounts across corporate, franchise, and local levels-helping them get the most out of our solutions while ensuring their needs are heard and prioritized within Shift4. You'll manage the full customer lifecycle from order through installation, coordinating internal and external teams to deliver a seamless experience.
As a central partner to both our customers and internal teams, you'll collaborate closely with Business Development, Product, and Product Development on complex deployments, new openings, and feature rollouts. You'll act as the primary point of escalation for support, billing, and service questions, while also providing valuable insights through reports and business reviews. This role is ideal for someone with exceptional communication skills, a consultative mindset, and the leadership presence to influence stakeholders at all levels while driving long-term growth with enterprise accounts.
Responsibilities
Become a trusted advisor for each Enterprise account by maintaining a great relationship with key members at the customer's corporate, franchise, and/or local site.
Become an advocate for each Enterprise account within Shift4 to make sure all activities are scheduled and prioritized correctly.
Oversee all orders from (Order to Install) managing external and internal resources to ensure each customer order is installed in a timely and accurate manner.
Collaborate with Business Development, Product, and Product Development to support prospects and customer solutions with complex deployments.
Partner with Business Development to manage and grow each Enterprise Account where possible.
Attend weekly calls/meetings for new openings, current projects, Q&A on features/functionality questions
Provide an escalation path for site issues/concerns as needed. This may include support issues, billing questions, equipment/warranty questions, etc.
Provide reports as requested to include case statistics, support statistics, user access, etc.
Liaison with business development concerning enterprise account challenges, opportunities, corporate structure changes, initiatives.
Conduct business review as requested.
Provide agenda, deck, call orchestration.
Work with enterprise account vendors as needed for escalations, issues, new feature pilots/testing.
Process add on orders as needed for enterprise customers to include change of ownership, change of service, additional equipment, replacement equipment, configuration changes.
Provide lead information to BD on upcoming new openings, change of ownerships, etc. where full acquiring opportunities exist.
Demonstrates leadership skills and the ability to work in challenging environments.
Demonstrates strong communication skills and the ability to target messages to the right levels of an organization.
Qualifications
Bachelor's degree in Business or Information Technology fields is preferred.
Minimum of 5 years Account Management or relevant experience within the Hospitality or Lodging industry.
Payments experience and strong understanding of the Payment industry is preferred.
Strong understanding of hardware platforms and configuration methods is preferred.
Experience in hardware deployment and logistics is a plus.
We are looking for individuals that are extremely self-sufficient, available to work flexible hours, & hold themselves to the highest standards of professionalism.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
$89k-155k yearly est. Auto-Apply 20d ago
Account Executive - Enterprise (Chicago Based)
Sikich 4.5
Chicago, IL jobs
AccountExecutive, Enterprise (Chicago Based)
What to expect when you join Sikich
Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through various perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth - for our clients, for ourselves and for our communities.
The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.
Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon!
Are you ready to grow with us?
Position Summary
As an AccountExecutive specializing within our Enterprise group, you will be at the forefront of our sales efforts, responsible for acquiring new clients and nurturing existing relationships. Your primary focus will be on understanding the unique IT needs of prospective clients and proposing tailored managed services solutions that address those needs. You will collaborate closely with our technical teams to ensure seamless service delivery and long-term client satisfaction. Candidate MUST be based in Chicago area for client on site's
What will you do in this role?
Thrive in a quarterback team selling environment and leverage available resources (solution consulting, professional services, marketing, industry experts, and management) to get the job done and secure the sale
Possess a hunter mentality with demonstrated success sourcing leads, qualifying opportunities, & closing deals
A highly tenacious and extremely results driven sales representative who thrives to be at the top of the leader board
Demonstrated aptitude in acquiring and applying industry expertise successfully in sales cycles
Track record of achievements and accomplishments that demonstrate strong judgment, sound decision making and a desire to succeed.
Excellent communication and interpersonal skills, with the ability to build rapport with clients and present complex information in a clear and concise manner. Ability to communicate with executives/C-level and clearly convey the value of our cybersecurity services
Develop and maintain strong, trusted and mutually beneficial relationships with referral partners, trade associations and buying groups
Focus on prospecting and closing managed IT services opportunities.
Maintain familiarity with industry solutions, business models, trends, and applicable compliance frameworks
Have a strong executive presence, communication skills, and presentation capabilities
Develop and maintain a strategic territory plan to sign new customers and hit monthly/quarterly/annual revenue targets
Manage and accurately update leads, opportunities, and pipeline in CRM
What do you need to succeed in this role?
Strong hunter personality with proven success selling into mid-market and enterprise companies
Proven track record of sales experience and success with selling managed IT services (MSP, helpdesk, server and network monitoring) and managed security services (endpoint detection and response (EDR), security information and event management (SIEM)) and selling IT project work (migrations, consultations, network assessments).
Experience selling into a key industry vertical, and familiarity with industry solutions, business models, and trends
Excellent communication, negotiation and presentation skills
Results-oriented with a passion to meet and exceed sales quotas
Enthusiastic team player who thrives in a fast-paced team environment
In addition, specific skills/experience required are as follows:
Servant Leader - You are hyper focused on engaging employees, fostering their development, and building a positive culture.
Solutions Focused - You see opportunities in every business problem and can develop, articulate, and implement solutions.
Collaboration - You are a relationship builder across all levels of the organization and across all business units.
Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible.
Impact & Influence Thinking - You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives.
About Sikich
Sikich is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest professional services companies in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients' businesses.
Sikich Total Rewards
Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.
In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is $85,000. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location.
Some examples of our many benefits:
Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.
Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.
We also offer:
Flexible work arrangements
Health, dental, vision, life, and accident/death/disability insurance options
HSA employer contribution
Nine (9) paid holidays annually.
A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
401(k) with employer contributions
CPA bonus with four (4) paid exam days & four (4) paid study days.
Tuition reimbursement
Generous employee referral bonus program
Client referral bonus program
Pet insurance
FORCE - Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.
Want to learn more? Visit our Careers website or Glassdoor profile.
Sikich is an Equal Opportunity Employer M/F/D/V
Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC's performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services.
#li-remote
#li-bg1
$85k yearly Auto-Apply 6d ago
Senior Business Development Representative
Halo 4.6
Chicago, IL jobs
About
Our mission at Halo is to move science forward. One of Fast Company's “World Changing Ideas,” Halo's platform connects scientists and science-led startups directly with companies to bring new innovations to the world. We work with the R&D teams at global, iconic companies - including Bayer, P&G and PepsiCo - on topics ranging from sustainability to human health. Since 2020, more than 16,000 scientists from 150+ countries have joined. We are venture-backed by Asymmetric Capital, Village Global, Lightbank, AngelList Ventures (invests in top .1% of startups), Marketplace Capital, Lenny Rachitsky's Air Angels (Airbnb angel group) and other top-tier investors.
Learn about our new NSF-funded initiative
Read our reviews on Glassdoor
Role Overview
As a Senior BDR, you'll drive execution for our inbound and outbound motion. You'll leverage your foundational expertise in prospecting - identifying best fit accounts, targeting the right contacts, driving thoughtful activity, and generating interest in solutions to help R&D teams accelerate innovation and partnering through Halo.
You'll work closely with marketing, sales leadership, and AEs to generate high-quality meetings, build repeatable processes, and define what great inbound and outbound execution looks like at Halo.
What You'll Do
Drive high outbound activity through targeted “why you, why now” signal-based calls, emails, and LinkedIn outreach to consistently generate qualified meetings for AEs
Break into accounts by navigating the organization structure of targeted accounts to identify the right entry point and schedule meetings
Educate prospects and users on the value of Halo's partnering platform and the potential solutions to help them achieve their goals
Bring ideas and experimentation by working with marketing, product, and leadership to find new ways to build and optimize campaigns that convert to won deals
Contribute to the growth and future of Halo by bringing in feedback, data, and input into what users and prospects value most
Who You Are
1+ years of inbound, outbound, and all-bound BDR/SDR experience in a B2B SaaS or enterprise environment
Experience generating meetings and new business opportunities with a freemium or PLG platform
Experience mapping and breaking into Enterprise accounts with complex org structures
Consistently hit or exceeded meeting/pipeline goals
Committed to the craft of cold calling and making dials to get conversations
Proficient in using CRM and outbound automation tools (Hubspot, Amplemarket/Apollo, Clay)
Experience embracing LinkedIn as a channel for connection, credibility building, and thoughtful outreach
Experience excelling in relationship-driven environments where trust and thoughtful engagement matter more than transactional selling
Excellent communicator - strong written and verbal storytelling ability
Creative and analytical thinker who adapts quickly to feedback and market shifts
Motivated by ownership and impact; thrives in startup environments
$98k-133k yearly est. Auto-Apply 28d ago
Senior Business Development Representative
Drda 3.6
Houston, TX jobs
This is a rare opportunity to Make a Difference in the Lives of thousands of Business Owners, Create More Jobs, Transform Your Local Communities, and Exponentially grow your business acumen while earning a 6-Figure total compensation that includes a competitive base salary. As a nationally recognized CPA and Advisory Firm, we have strategically bolted on the world's most comprehensive and results-focused Business Advisory Framework. This framework has been developed over the past 32 years to include over 3500 business tools, solutions and instruction sets delivered through a matrix of more than 40 service offerings that provide an industry exclusive 17 Week Guarantee.
The potential for your career growth is extensive as we scale the Business Advisory Services group to $20-30 million annual revenue in the near future and continue exponential growth for years to come. Your Career Path options with us are many including promotion into a leadership role within the Lead Generation Team, becoming a Certified Business Specialist or Certified Business Coach, or pursuing one of the many roles within our expanding organization.
Our Culture is a cornerstone of our ever-increasing success. We require trusting, respectful bilateral relationships with clients, partners and team members by demanding ethical excellence, honesty, integrity, character and quality. Our solution focused culture of continuous improvement and accountability is coupled with our focus on personal & professional growth so that we are the trusted advisors who continually bring the best solutions to our clients.
As part of Making a Difference in the Marketplace, we are focused Upon Solving Two Problems in the Business Community:
90% of Businesses Fail at some point…1, 9, 29 years…
70-75% of businesses Fail to Sell while listed with a business broker…and many of them simply Close Down within a year of not selling…leaving the owner with no real gain from what they worked to build over a number of decades.
Our Mission is to create a future where:
90% of Business Owners Increase their Success to Achieve their Goals & Dreams while Creating Jobs and Expanding the GDP by creating a high value sustainable business.
Make businesses “Exit-Ready” so that over 75% sell to create a Wealth Event for the Owner OR to Prepare the Next Generation to have a sustainable, successful intra-family Generational Transition
The Demand for Business Advisory Services including business coaching, executive coaching, business planning and team training has become an Urgently Sought-After Resource for Business Owners, their Managers and their Teams to adapt and pivot to Survive, Compete, Grow, and take Market Share in this Dynamic Economy. We serve all sizes of businesses from the solopreneur and "main street" businesses to the mid-sized companies and large corporations. The comprehensive frameworks we have bolted on cover all industries and all phases of the business life cycle from startup through to a successful exit or family transition.
Your role is to have prospective clients say YES to accepting the
gift
of a Strategic Life & Business Plan. This Plan has two tangible components - 1) Strategic Focus Map; and 2) Updated 3-Year Strategic Plan. The total “sales cycle” is 1-2 weeks, so you will be paid your bonuses quickly. Our Conversion Rate is typically 75%. We have 26 proven lead generation strategies to select from.
Your compensation includes a base salary plus bonuses paid twice per month. Successful team members will have a 6-figure total annual compensation. Benefits are included also.
Your Target Market is any business owner or executive who would love to achieve greater success. We serve all industries and all sizes of businesses from start-up to mid-market and up into the Fortune 50 companies here in Texas.
The attributes you must have:
You care about the success & growth of businesses
You understand the challenges faced by business owners
Passionate about creating more jobs in your local area
You Believe business owners have the Right to Thrive
You love to see others succeed beyond what they thought was possible.
You have hundreds of business connections locally and you would love to see them grow & prosper.
You love to learn, grow & advance in your career.
You are curious & seek to understand
You are seeking a Team of High Achievers that love to Win Together while Making a Difference in the Marketplace.
The desire to join the local office of an 87-country organization intrigues you.
Your values align with our Culture.
You see the benefit of leveraging our 26 proven lead generation strategies
You have a track record of consistently setting 3-5 appointments per day
If this describes you and you are seeking to make a 6-figure income as part of the world's largest business coaching organization, then apply and together let's discover if we are a fit for one another.
Our Business Advisory Services Group offers more than 40 services in five categories:
1. Business Coaching - One-to-one for business owners & Leaders, Executive Coaching, Group Coaching. Development of management staff, next generation and high potentials.
2. Business Education - Dozens of services in this category ranging from topic-specific to the overall framework to scale an organization.
3. Business Planning - Tactical Planning to Strategic Planning
4. Business Valuations - What the business is really worth and how to multiply the market value.
5. Employee Assessments - Full suite to evaluate potential employees and to better manage & lead existing team members.
What areas of their business do we guide our clients to improve?
1. Marketing - Developing Leads at the Optimum Cost per Lead
2. Sales - Optimize the Conversion Rate & Maximize Repeat Business
3. Scaling Up Operational Throughput Capacity
4. Finances, Accounting, KPI's, Management Systems
5. Team - Recruiting, Onboarding, Developing Management Team, Preparing the Next Generation
6. Exitability - Appealing to Higher Level Buyers
7. Exit Value Multiplied - To Create a Wealth Event...Preferably a Multi-Generational Wealth Event
If our Mission speaks to your Soul and you are seeking a Career Opportunity that is also your Calling, then apply and let's get you on board as we accelerate into the Future!
$84k-112k yearly est. Auto-Apply 60d+ ago
US Channel Sales Representative
Tourmaline Enterprises 4.2
Philadelphia, PA jobs
The US Channel Sales Representative is responsible for the growth of existing accounts and the development of new business for Tourmaline Enterprises. This role will develop and implement an annual business plan to achieve account and sell through targets with profitable margins by revenue lines. The US Channel Sales Representative will travel throughout the regions to establish and manage our distributor network and be responsible for the development and execution of our equipment programs to support them.
ABOUT TOURMALINE ENTERPRISES
Tourmaline Enterprises is in the unique industry of package coding and marking. We support the success of our clients through intentional solutions and unprecedented service. Our core values are the backbone of our business and guide our hiring process. We are inspirational, disciplined, accountable, transparent, aligned and results-oriented.
OBJECTIVES
Achieve annual new sales and portfolio account goals by product
Increase execution rates at the unit level with national distribution channels
Interface with distributor partners on strategic objectives for each product
Communicate with executive leadership on, and properly execute, pricing and programming to achieve distribution goals and margin benchmarks
Implement promotional and merchandising campaigns & incentives to drive sales
Provides training and guidance to the distributor sales teams to ensure goals are met
Establish strong sales presence within territory and conduct regular distributor meetings to ensure product knowledge and sales initiatives are maintained in the assigned region
Identify and open regional distributors
Monitor the impact of marketing programs in achieving lead flow, sales conversion, and customer retention initiatives
Requirements
COMPETENCIES
Experience forecasting sales performance
Competency in managing a CRM database
Proven ability to sell a tangible product and provide customer solutions
Ability to manage multiple initiatives while maintaining a positive attitude
Ability to think critically in order to develop the best sales strategy
Strong ability to influence others and close deals in a timely manner
Excellent sales and customer service skills with proven negotiation skills
Above average organization and administrative skills
High level of integrity, self-confident with an excellent ability to build relationships
Ability to multitask and complete work while traveling
Accurately create reports, training presentations, and client correspondence
Previous channel and/or distribution sales experience preferred
EDUCATION AND EXPERIENCE
Bachelor's degree in Business or related equivalent of experience
Minimum 3 years of sales experience
Minimum 3 years of experience working with manufacturing companies
PHYSICAL REQUIREMENTS
Ability to spend prolonged periods of time standing, speaking, walking, driving, and/or sitting
Position will require travel: 50% or more
COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, we recognize that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.
Salary Description $50,000- $120,000/year - commission pay