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Excellent Client jobs near me - 138 jobs

  • Customer Service Representative (Remote)

    Dream Vacations To Go

    Remote job

    Customer Service Representative Full Time/Part Time/Remote Dream Vacations to Go is looking for several hardworking, energetic, and enthusiastic individuals to join our outstanding remote team to plan dream vacations for clients. As a Customer Service Representative, you will be responsible for working with clients from start to finish. We work with leisure travelers, business travelers, and groups traveling together like sports teams and wedding groups. The majority of what a travel agent does is customer service oriented, so making sure the client has an amazing vacation means you will have that client for life. Are you not happy in your current position? Would you like to choose your own hours and work from home? Are the daycare expenses eating up most of your paycheck? This may be right for you if you like to work in an environment where you are valued as a person, your contributions are rewarded, & work/life balance is a real thing. And the tons of perks are unbelievable!!! Benefits: 100% Remote Travel Agent Certification You will be licensed, bonded & insured with Errors & Omissions Insurance 100% Flexible schedule Set your own hours 1 on 1 assistance and a Mentor Direct access to hundreds of suppliers Ability to become an Expert in Cruise Lines, Jamaica, Hawaii, Greece, and much more Deeply discounted travel for yourself, including some free perks Free 3-30 day Cruise after completing vendor training (must pay port taxes & fees) Duties and Responsibilities: Prepare promotional material for your clients about the destination, weather, customs, special activities the clients should do, and more We prove to the clients that we can provide more value for them than they can find booking it on their own. Book all travel plans as needed for your clients -- Hotels, Resorts, Car Rentals, Airport transfers, Airfare, Cruises, Tours & Activities, Concert/Sporting Event/Theme Park tickets and more. We also have access to vendors that deal in wholesale pricing to get even better deals for your clients that are not available to the general public. Work closely with your clients to provide an exceptional travel package that meets their budgets and needs/desires. By providing outstanding customer service before, during, and after their vacation, that ensures you will have that client for life. By maintaining excellent client records, you will be able to assist repeat clients more easily. Stay up to date on any new trends in travel industry. We have daily trainings on new products like resorts, cruise destinations, and even specials that aren't available to the general public. Job Requirements: Must be at least 18 years of age Must have a smartphone, tablet and/or computer/laptop with strong internet access Must be self-motivated, have a passion for helping others, and a strong desire to succeed Open to and comfortable with various Social Media platforms Must be comfortable working with minimal supervision Must be able to effectively communicate with clients (sales, hospitality, or customer service background a plus but not required) Detail oriented with good organizational skills Must be willing to learn and be coachable Life is too short to live it making someone else rich. Its time to you take the reins and step out of your comfort zone, and try something new. If you are stressing about not having enough time with your family or missing out on important milestones in your children's lives, then this may be right for you. As a Remote Customer Service Representative, you will be there because you set your own schedule. What are you waiting for? Start making money booking travel today. Dream Vacations to Go is an Equal Opportunity Business.
    $28k-37k yearly est. 60d+ ago
  • Manager, International Operations

    Berkley 4.3company rating

    Remote job

    Company Details We're a member company of W. R. Berkley Corporation, an A. M. Best A+ rated Fortune 500 holding company. Berkley is comprised of individual operating units that serve a defined insurance market segment. BTU A global insurance provider, offering property, casualty, professional and cyber insurance coverage for technology firms and businesses with technology exposure. Responsibilities Lead and supervise the International Operations team, ensuring the accurate and compliant execution of multinational insurance placements. Drive operational excellence, support process improvements, and foster professional development within the team. Serve as the primary escalation point for complex issues and facilitate effective communication with internal and external partners. Lead and supervise the International Operations team by providing coaching, mentoring, and performance feedback. Oversee the execution of international placements, ensuring accuracy, compliance, and quality standards are met. Monitor team adherence to SOPs, regulatory requirements, and company policies; address escalations as needed. Monitor team performance, participate in quality audits, and ensure timely issuance of local policies and premium collection. Support process improvement initiatives and collaboration with other departments on workflow enhancements. Deliver and coordinate training for team members; foster professional development. Serve as the primary escalation point for compliance, operational or billing issues. Facilitate effective communication within the team and with partner carriers/affiliates. Track and report on team performance metrics; participate in quality audits and reviews. Oversee the team's book of business, ensuring compliance, and Accuracy and SLA's are met Educate team members on country-specific insurance rules and compliance requirements May perform other functions as assigned For highly qualified candidates, we will consider remote working arrangements. This role requires occasional travel to our home office in Minneapolis, MN.Qualifications 5+ years of experience in multinational insurance programs 3+ years prior supervisory experience Strong understanding of compliance, SOPs, and operational workflows in global insurance. Experience delivering training and coaching team members. Excellent client service and relationship management skills. Effective communicator with strong organizational and problem-solving abilities. Ability to work collaboratively in a cross-functional, multicultural environment Education High school diploma or equivalent Additional Company Details The Company is an equal employment opportunity employer. We do not accept unsolicited resumes from third party recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees including: • Base Salary Range: $90k-$120k • Benefits include Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Additional Requirements Travel: Limited travel Sponsorship Details Sponsorship not Offered for this Role
    $90k-120k yearly Auto-Apply 7d ago
  • Beauty Advisor - La Prairie (Cosm)

    Saks & Company 4.8company rating

    Columbus, OH

    is All About The Beauty Advisor will be responsible for interacting with clients and providing an elevated client experience. This individual has a strong desire to sell and uses their working knowledge of the beauty business as well as the many services and tools offered to obtain and grow their business. The Beauty Advisor utilizes this knowledge to provide clients with personalized assistance to enhance their shopping experience and reach set goals. Who You Are: Generates a variety of approaches to problem solving new and novel ideas Actively collaborates and contributes to a positive and inclusive team dynamic Constantly looking for opportunity to improve the way things are done Demonstrates comfort in flexing all communication styles and establishes positive interpersonal relationships Has a good sense of timing, is a good listener, and can get a cooperation with little disruption You Also Have: Minimum 1 year retail experience, within the Beauty industry Previously demonstrated successful sales experience, achieving or exceeding goals Ability to learn and utilize online clienteling tools and software and are comfortable using social media and technology. As The Beauty Advisor, You Will: Focus on achieving and exceeding individual Cosmetic sales goals, event sales goals, and department daily & monthly sales goals Provides a dynamic service presence to each location Skilled at asking appropriate questions to identify a client's needs in order to effectively provide them guidance or directions Actively participate on social media; Instagram, etc. to grow your personal brand and business Demonstrate professional make-up and treatment consultation and application Maintain a consistent high level of service by creating and developing excellent client relationships as the brand expert and department representative Cross sell beyond one line to drive results and build the client's basket Thoroughly knowledgeable on all in-store services and proactively offers the appropriate service to a client to further personalize and enhance their shopping experience Maintain a positive image as a liaison between the company and Account Executives Utilize online clienteling resource tool to record and maintain client information and preferences to drive your business Focus all efforts on providing an exceptional client experience from approach, to application, to closing the sale and following up with the client Maintain counter standards by ensuring a clean, tidy and welcoming space Ad hoc responsibilities as needed Your Life and Career at SFA: Be a part of a team of disruptors focused on stores and redefining the luxury experience. Exposure to rewarding career advancement opportunities, from retail to supply chain, to digital or corporate A culture that promotes a healthy, fulfilling work/life balance Benefits package for all eligible full-time Associates (including medical, vision and dental) An amazing Associate discount Salary and Other Compensation: The starting hourly rate for this position is between $16.75-22.33 per hour. Factors which may affect starting pay within this range may include market, skills, experience and other qualifications of the successful candidate. This position is eligible for commissions in accordance with the terms of the Company's plan. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance, supplemental life insurance, disability insurance, and a variety of additional voluntary benefits (such as critical illness, hospital and accident insurance). It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Thank you for your interest in SFA. We look forward to reviewing your application. SFA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, SFA complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. SFA welcomes all applicants for this position. Should you be individually selected to participate in an assessment or selection process, accommodations are available upon request in relation to the materials or processes to be used.
    $16.8-22.3 hourly Auto-Apply 24d ago
  • Client Operations Specialist - Renewals | Remote, USA

    Optiv 4.8company rating

    Remote job

    The Client Operations Specialist - Strategic Renewals is a sales support role assisting the Strategic Client Directors with management of their recurring renewal business. COS-R support the renewal and maintenance contracts business related to outside sales by proactively generating price quotes, processing orders, assisting with customer inquiries, problem-solving and issue resolution. This individual interacts directly with clients to facilitate the sales cycle in the absence of the Strategic Client Director, looking for growth within the account and YOY retention. This crucial role interacts with manufacturing partners, internal business partners and outside clients in a fast-paced support atmosphere. The COS-R supports the Strategic Client Director gross margin objectives by allowing the Strategic Client Director more time to be in the field with face to face meetings, recommending the best pricing strategy, and promoting the sale of a master renewal program within the client base. **How you'll make an impact:** + Support assigned Client Directors by proactively monitoring existing renewal business with a timely generation of quotes, validation of service contracts, auditing, and management of all aspects of the renewable pipeline using Salesforce.com. + Provide excellent client service and communication via available tools and resources. Respond quickly and accurately to requests from internal business functions as well as outside clients and partners. + Coordinate & advise Client Director & Clients to explore various opportunities: upsell level of services support, authorized support, multi-year contracts, co-term contracts in combination with various partner technologies + Technology Refresh - Inform clients of EOS/EOL technology and recommend alternative solutions + Make strategic and competitive pricing recommendations utilizing various pricing tools to maximize Optiv's profit margins. + Coordinate with client management team to identify upsell/cross sell opportunities, negotiate discounts with vendors and distributors, and strategize ways to increase value for client while maximizing margins. + Select probability for forecasting based on Client Director direction. Provide ongoing forecasting assistance as needed. + Manage maintenance contract and asset tracking for clients. + Prepare and submit accurate orders for purchasing. + Provide system reporting to the Client Director, operations, and management upon request. + Act as liaison between Client Director and Optiv internal business units + As needed and upon request, participate in client meetings, including but not limited to: Quarterly Business Reviews (QBR), planning, & touch-point meetings. + Facilitate the completion of client requested documentation, including RFPs, supplier forms, and other nonstandard documents + Collaborate with internal teams to share best practices, ideas, training, that support Optiv's culture and core values + Build a professional relationship with assigned Client Director so as to reflect Optiv's Core Values + Proactively follow-up with clients/manufacturers/distributors/ Client Directors other to ensure the sales cycle and the client needs are met + Participate in corporate compliance trainings, operations/systems improvements, user-acceptance testing and personal career development activities. + Develop and maintain product and industry knowledge + Maintain account health through data integrity, credit standing etc. + Actively volunteer to complete tasks on behalf of peers that are out of the office. + Leverage client facing tools to enable enhanced self-service capabilities for clients. + Demonstrates extensive knowledge of the clients various products and maintenance contracts + Educates clients on contractual language and implications of not renewing + Focus on expanding the renewal business with net new renewals + Provide budgetary quotes and historical pricing as needed + Develop relationships with clients procurement departments + Understand and leverage extended payment plans to clients + Perform other duties as assigned. **What we're looking for:** + Associates Degree (A.A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience preferred. + Two or more years of experience in Business-to-Business Sales/Client Services role required. + Prior experience with managing renewal contracts preferred. + Intermediate level experience with Microsoft Office; specifically, Microsoft Outlook, Word and Excel. Internet navigation required. + Two years of experience in technical or information technologies industry preferred. + Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred. + Proven ability to prioritize multiple tasks in a fast-paced environment required. + Ability to work in a sales partnership setting, where workflow is determined by incoming requests required. + Ability to build relationships and trust with internal and external partners/clients. + Ability to prioritize tasks to align with deadlines + Superior organizational skills, independent judgment and functional arithmetic skills **What you can expect from Optiv** + A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups (************************************************ . + Work/life balance + Professional training resources + Creative problem-solving and the ability to tackle unique, complex projects + Volunteer Opportunities. "Optiv Chips In" encourages employees to volunteer and engage with their teams and communities. + The ability and technology necessary to productively work remotely/from home (where applicable) **EEO Statement** Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law. Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice (************************************************** . If you sign up to receive notifications of job postings, you may unsubscribe at any time.
    $50k-80k yearly est. 7d ago
  • Junior Oil & Gas Title Attorney

    Oliva Gibbs

    Remote job

    About Us Founded in 2013, Oliva Gibbs is a client-focused law firm that specializing in servicing oil and gas companies nationwide. With offices in Houston, Columbus, Lafayette, Midland, San Antonio, and Oklahoma City, we advise clients ranging from Fortune 500 integrated oil and gas companies to private equity-backed startups and mineral rights companies. We are committed to excellence and guided by our Core Values: Unparalleled Client Experience, Passion for Learning, and a Culture of Collaboration. To support our continued growth, we are seeking a highly motivated Junior Oil & Gas Title Attorney to join our team. The Opportunity This is an excellent opportunity for a recent law school graduate or early-career attorney with a strong academic background and a passion for the oil and gas industry. As a Junior Title Attorney, you will receive hands-on training, mentorship from senior attorneys, and the opportunity to grow into a subject matter expert in oil and gas law. You will work on-site daily in our Columbus office to collaborate with colleagues, develop your technical skills, and build a strong foundation for a long-term career in energy law. Key Responsibilities Under the guidance of experience attorneys, you will: Assist with title examinations and review of deeds, leases, contracts, and related documents. Contribute to drafting title opinions and identifying potential ownership issues. Support due diligence projects related to mergers, acquisitions, and joint ventures in the oil and gas sector. Participate in drafting and reviewing agreements such as leases, purchase and sale agreements, and joint operating agreements. Stay informed on relevant federal, state, and local laws affecting oil and gas clients. Collaborate with team members to deliver excellent client service. Meet a quarterly billable requirement of 450 hours. Pursue ongoing learning and development to build expertise in oil and gas law. Position Requirements Juris Doctor (JD) degree from an accredited law school. Admission to practice law in Ohio, West Virginia, or Pennsylvania (or ability to become licensed promptly). Strong academic record with demonstrated achievement. Genuine interest in the oil and gas industry and willingness to develop deep subject matter knowledge. Excellent research, writing, and analytical skills. Strong interpersonal communication skills and a collaborative mindset. Ability to work full-time in the Columbus office for daily training and mentorship. What We Offer Competitive compensation based on market ranges, aligned to location and experience. Comprehensive benefits packages including health, dental, vision, and additional insurance options. 401k with match, flex holidays, and progressive PTO policy. Quarterly team-based bonus system. Hybrid/ remote work opportunities for qualified candidates. A supportive, collaborative culture that values work-life balance. Core Values Our core values include an unparalleled client experience, a passion for learning and a culture of collaboration. These values are embraced by every member of our team and are woven into the fabric of our daily operations. With unwavering dedication, we uphold these values, understanding that they not only define who we are as a firm but also shape the impact we aspire to make for both our clients and our colleagues. Oliva Gibbs LLP is committed to providing a work environment free from discrimination and harassment. It is our policy to comply with all applicable federal, state, and local laws prohibiting employment discrimination. All employment decisions are based on business needs, job requirements, and individual qualifications without regard for race, color, religion, sex, sexual orientation (including gender identity and/or expression), pregnancy, national origin, age, disability, veteran status, or any other factors protected by the laws or regulations in the states where we operate. We are committed to supporting a variety of recruiting initiatives to continue building a diverse and inclusive law firm and legal profession. Oliva Gibbs presently employs attorneys residing in Texas, Louisiana, Oklahoma, Ohio, North Dakota, and Pennsylvania. If you reside in a state not listed, please contact us to inquire about potential employment opportunities.
    $48k-86k yearly est. Auto-Apply 60d+ ago
  • Project Manager - SaaS Implementation (Virtual/Remote)

    Inductivehealth

    Remote job

    Mission + People + Culture: With a corporate Mission to stop disease through technology, InductiveHealth is the market leader in software-as-a-service (SaaS) solutions to public health agencies. Our People come from all backgrounds and walks of life ranging from world class experts in epidemiology, informatics, and disease surveillance to engineers and product teams building high performance, modern solutions. Mission + People are unified around a virtual first Culture centered around teamwork, relentless focus on client outcomes, and individual accountability. Why work at InductiveHealth?1. Motivation: We value initiative-takers and self-starters who want to contribute to the success of our Team and client outcomes.2. Curiosity: Seeking to understand and comprehend is critical - we expect and encourage questions to master job duties and grow professionally.3. Organization: We are a Team. This means we hold each other accountable and have high expectations for performance and outcomes.4. Feedback: "Open and honest" is part of our corporate values that builds a culture of professional growth to support client success.5. Impact: Your individual contributions will stop the spread of disease and improve individual, community, and population health outcomes. InductiveHealth has an opening for a well-organized, self-directed, and experienced Project Manager (SaaS Implementation) to join a collaborative team in the Public Health space. You will manage large-scale project and technical assistance engagements including scheduling and project planning, stakeholder management, risk identification and mitigation, issue tracking and solutioning, communication, and associated documentation per client standards.What you'll be doing in this role: Prepare and track all formal project correspondence to and from the client and distribute relevant information to management and the project team as applicable Develop and maintain accurate and updated project plans using Smartsheet or Microsoft Project Track and ensure project burn rate is within identified projections Demonstrate deep curiosity when working with technical and implementation teams to determine necessary steps and timeline for project completion Develop a high-level understanding of our supported products and how they are used Understand the contract and all deliverables to ensure requirements and scope are widely known and met Proactively communicate and work with clients and internal stakeholders to communicate and address out-of-scope work requests Work with Client Success Manager to request funding approval for out-of-scope work requests Proactively identify potential risk areas in entire implementation plan and guide client in risk management and mitigation Review client complaints and concerns and seek to improve the client experience Create a monthly project status report Work with Client Success Manager to provide metrics for monthly client status report Create Jira tickets for project deliverables; ensure timely updates to tickets as appropriate Work closely with the internal teams to ensure tickets are being prioritized appropriately, updated as needed, and discussed ongoing to avoid long term issues Follow established change control procedures to manage overall project scope Direct, lead and mentor members of the project team; Act as an escalation point and coach for team members Provide project status to management, the project team, and the client in a variety of different formats including creating dashboards as needed Manage utilization, allocation, and burn for each project Facilitate regular project team meetings including meetings with internal team members and client representatives Be prepared to lead additional meetings including creating an agenda and documenting/publishing meeting notes and action items Follow up on all action items and outstanding tickets in a timely manner Develop standardized processes for small projects, which may not require full project management resources, to ensure successful outcomes for smaller clients and internal projects Assist in RFP responses Attend internal and external subject matter meetings as needed What are we looking for? At least five years of project management experience, preferably in public health or health informatics Bachelor's Degree is required Must be a self-starter who is internally motivated and knows how to take initiative Experience gained by working with Federal agencies, public health agencies, laboratories, or member-based organizations Familiarity with MS Office Suite including MS Excel, MS Outlook, MS Visio, and MS Project. Capable of working under tight deadlines and handling multiple projects Excellent client relations, presentation, organizational, writing, and communication skills Ability to communicate with a broad array of individuals with varying technical aptitudes, professional backgrounds, and affiliations Ability to record and deliver information, to explain procedures, and to contribute to the broad range goals of delivering overarching technical assistance initiatives while capitalizing on historical efficiencies and reusability when possible What will make you stand out? Familiarity with Jira, Smartsheet and/or Confluence Degree in informatics, health information technology, public health, or laboratory field Experience working in a SaaS organization delivering technical solutions to government agencies MPH and/or PMP Benefits and Perks: InductiveHealth offers competitive benefits and perks including:· Virtual first, remote organization and culture· Flexible Paid Time Off (PTO)· 401(k) retirement plan with corporate matching· Medical, prescription, vision, and dental coverage (multiple plans based on your needs)· Short Term and Long Term Disability (for employee) · Life Insurance (for employee)· New Team Member support for home office setup About InductiveHealth: InductiveHealth (************************ was co-founded by Matthew Dollacker and Stephen Macauley in 2013. Today, InductiveHealth is headquartered in Atlanta, Georgia and has over 80 team members across the United States supporting state, tribal, local, and territorial (STLT) public health agencies in addition to Federal agencies such as the Centers for Disease Control and Prevention (CDC). In early 2021, InductiveHealth became the exclusive commercial partner of Johns Hopkins University Applied Physics Laboratory (JHU/APL) for the Electronic Surveillance System for the Early Notification of Community-based Epidemics (ESSENCE) syndromic surveillance solution. To accelerate growth in the wake of the COVID-19 pandemic, InductiveHealth become a portfolio company of Diversis Capital (************************** in early 2022. All responses to applications will come from ****************** or from the ***************************. InductiveHealth is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, or disability.
    $77k-106k yearly est. Auto-Apply 60d+ ago
  • Client Growth Executive I- Remote

    Velera Solutions

    Remote job

    Join the People Helping People Velera is the nation's premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners' success through innovative financial technology solutions and inspired service. The Opportunity: We are seeking a talented Client Growth Executive I. Under minimal supervision, this position represents, supports, and develops relationships between Velera and executive management at assigned credit unions for all aspects of Velera at an enterprise level. Incumbent will use knowledge of Velera's credit, debit, Contact Center Services & Solutions, Bill Pay, and all other lines of business in a consultative approach to manage client portfolios, and provide a comprehensive level of program consulting, strategic planning, program analysis and development, along with the sale and coordination of Velera 's products and services to increase the perception of Velera as a trusted partner and advisor. Responsibilities will be executed primarily via telephone, email and webinar interactions. However, some travel responsibilities may periodically be needed. Incumbent will develop, maintain, and execute sales strategies supporting assigned credit unions, mitigate and remedy any service or support issues, and will refer Velera products and services to the National Sales team. Incumbent will also develop and execute customized account plans to increase sales volume and market share within assigned credit unions. Incumbent will foster in-depth and productive relationships at all levels with client and Velera departments, and will promote use of Velera products and services, with the goal to position business to shape and capitalize on emerging consumer and market needs. Incumbent will review and act upon all opportunities for renewed business in an effort to retain revenues. Day in the Life: Periodically meet with client senior executives to evaluate strategic opportunities, primarily via telephone, to extend partnership and portfolio performance, demonstrating appropriate sense of urgency; continually monitor and communicate value of Velera products/solutions, and demonstrate the value of Velera partnership with assigned credit unions. Prepare and deliver accurate and timely annual Card Program Analysis to review the client's growth and profitability. Maintain a close working relationship with Member Services and serve as the client liaison to mitigate and remedy any service issues that may impact the overall client relationship with Velera. Act, in conjunction with the assigned implementation or member services representative, as a liaison for product implementations, program start-ups, and other major projects as necessary. Identify strategic opportunities while utilizing consultative sales approach that ensures client business objectives are met and performance metrics of payment portfolios are maximized. Develop and execute strategies and account plans that increase client sales volume and market share and achieve/exceed defined product and corporate objectives; consult and advise clients on how to maximize return on assets and revenue to Velera. Deliver consultative support to identify and solve multifaceted business issues across credit union's enterprise business as related to Velera products/services. Prepare proposals, negotiate contractual relationships with client, and propose and negotiate new and renewal term agreements; prepare and deliver accurate and timely proposals, pricing comparisons, pro formas and program analysis. Meet or exceed established revenue goals from the sale of new products and services. Develop sales and service goals, objectives and revenue forecasts related to assigned accounts with full accountability for results. Consult with assigned clients in creation, launch, and tracking of marketing campaigns focused on account acquisition and portfolio growth; in conjunction with each assigned client, prepare and manage running eighteen-month marketing calendar. Develop, solidify and maintain strong account relationships that result in excellent client satisfaction scores as reflected in periodic surveys; act as primary management point of contact for credit union for strategic initiatives and escalated issue resolution; support credit union's designated executive sponsor. Prepare and deliver effective and influential presentations at Velera sponsored events, credit union staff and Board of Directors, advisory groups, and other functions, as needed. Continually update the Velera Client Relationship Management (Salesforce) profile with communications, plans, opportunities and tasks related to maintaining and fostering the client relationship. Effectively manage product renewal opportunities to secure renewed relationships with clients. Actively review client landscape and recommend, develop, and implement new and creative approaches to growing Velera business; proactively manage, prioritize and engage sales leads. Maintain current knowledge of payment industry trends and innovation, and Velera products and solutions; maintain current knowledge of card, ecommerce, payments, and credit union industry related to Visa, MasterCard, FDR, Velera , and competitors. Collaborate with product team regarding new product development for credit union and consumer opportunities; coordinate interdivisional and interdepartmental communications related to serving clients with new and existing products/solutions. Must interact positively and professionally in all interactions with Velera staff, clients, and business constituents. Continuously review landscape and recommend, develop, and implement new and creative approaches to growing Velera business. Keep abreast of, and communicate with the client regarding legislative, regulatory, and procedural issues. Ensure information is current and entered into Velera client database in timely fashion. Perform other duties as assigned. Qualifications: Bachelor's degree in related field or equivalent combination of education and experience required. Minimum four (4) years marketing, business development, consulting, sales or relationship management experience required. Minimum four (4) years of B2B / B2BC experience required. Financial Services or Consulting experience preferred. About Velera At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a diverse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners. Learn more about our commitment to Diversity, Equity, and Inclusion HERE! Pay Equity $60,500.00 - $77,100.00 Actual Pay will be adjusted based on experience and other job-related factors permitted by law. Great Work/Life Benefits! Competitive wages Medical with telemedicine Dental and Vision Basic and Optional Life Insurance Paid Time Off (PTO) Maternity, Parental, Family Care Community Volunteer Time Off 12 Paid Holidays Company Paid Disability Insurance 401k (with employer match) Health Savings Accounts (HSA) with company provided contributions Flexible Spending Accounts (FSA) Supplemental Insurance Mental Health and Well-being: Employee Assistance Program (EAP) Tuition Reimbursement Wellness program Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law. Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster . Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information. Velera is an E-Verify Employer. Review the E-Verify Poster here . For information regarding your Right To Work, please click here . This role is currently not eligible for sponsorship. As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at ********************* for assistance.
    $60.5k-77.1k yearly Auto-Apply 14d ago
  • Sales Development Representative

    Brian Mitchell Agency

    Remote job

    💼 Build Your Career. Shape Your Future. At the Mitchell Agency, we're expanding and looking for full-time Sales Development Representatives (SDRs) to join our high-performing team. This is a remote sales role where your drive, discipline, and competitive edge directly impact your income. (Disclosure: This position is 100% commission-based. Earnings are not guaranteed and depend on individual effort, activity, and ability to follow our proven system.) What You'll Do Connect with potential customers using our exclusive lead system Research, prioritize, and build strong client relationships Understand customer needs and match them with the right solutions Guide prospects through the sales process with professionalism and care Run virtual meetings and deliver engaging presentations Track your performance and share insights with the team Collaborate across departments to ensure excellent client service Stay informed about industry trends and sales strategies (Disclosure: Consistent prospect engagement and lead follow-up are essential. Results vary by individual activity and market conditions.) What You Bring Bachelor's degree in business, marketing, or related field (preferred but not required) 1+ year of experience in sales, customer service, or business development Strong communicator who can quickly build trust Organized, self-motivated, and goal-oriented Comfortable working independently and managing multiple priorities Familiarity with CRM platforms and sales tools Prior lead generation experience is a plus Why Mitchell? We're more than just an insurance agency-we're reinventing insurtech with a culture built on innovation and growth. 💰 Compensation Potential: Full-time SDRs following our system often earn $85K-$225K+ annually 🏡 Remote Work Flexibility: Run your business from anywhere in Charlotte (or beyond) 🦷 Benefits Package: Health, dental, vision, and life coverage 🎯 Professional Growth: Ongoing mentorship, coaching, and leadership tracks 🤖 Tech Edge: Access to cutting-edge AI-driven sales technology 🏆 Recognition: Parent company named Insuretech of the Year (2024) (Disclosure: Not all agents achieve the same or similar results. Income is not typical or guaranteed. Your results depend on the effort you put in, your ability to follow systems, and customer demand in your area.) Important Disclosure No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your success will be determined by multiple factors, including the amount of work you put in, your ability to follow and implement our training and systems, and the insurance needs of customers in the geographic areas where you choose to work. Our team is here to support you, but success is ultimately your responsibility.
    $46k-72k yearly est. Auto-Apply 60d+ ago
  • Tax Services Consultant (Payroll) - Remote

    HCM Unlocked

    Remote job

    HCM Unlockeds difference is our people. Our culture thrives on trust, accountability, and empowering consultants to be autonomous, nimble, and client focused. The Tax Services Consultant manages a diverse, multi-jurisdictional client portfolio, balancing priorities across tax registrations, notice resolution, audits, and special projects. Consultants are trusted advisors who engage effectively with all levels of client leadership, including the C-suite, by translating complex tax issues into clear, actionable business terms. Success in this role requires delivering proactive updates, anticipating risks, and driving accurate, timely outcomes in a fast-paced, multi-client environment. Consultants are measured on utilization and realization goals, service level agreements, and client satisfaction, ensuring both quality and profitability in service delivery. Essential Duties and Responsibilities: * Portfolio Management: Own assigned client portfolios, prioritize SLA and deadlines, maintain accurate timelines and status updates. * Client Engagement: Build strong client relationships across all levels, lead tax meetings, communicate proactively, and manage expectations. Educate by translating complex tax issues into clear, actionable business terms. * Registrations & Account Maintenance: Register and maintain federal, state, and local tax accounts; manage deactivations/reactivations; enroll clients in portals, manage withholding, state unemployment, paid leave and disability, and local tax registrations, while maintaining accurate account records and maximizing HCM system. * Notice Resolution: Research and resolve tax notices end-to-end, prepare agency responses, secure abatements, and coordinate payments/amendments all while providing timely and effective updates to the client. * Audits & Reconciliations: Conduct payroll tax audits, validate account numbers and SUI rates, review jurisdiction exposure, and support examinations. * Collaboration: Partner with internal resources to coordinate dependencies, ensure accuracy, and deliver excellent client service. Anticipate and prevent breakdowns between teams. * Special Projects: Support mergers, acquisitions, restructurings, FEIN/entity changes, and historical research projects. * Process & Documentation: Follow standard procedures, maintain client files and trackers, update SOPs, and ensure audit readiness and drive process improvement when needed. * Time & Performance Management: Accurately track billable time daily, maintain 7585% utilization and =90% realization, and support margin goals through efficient delivery. Required Qualifications: * 4+ years of payroll tax compliance experience (registrations, notice resolution, audits) * Strong understanding of federal, state, and local payroll tax rules and filing calendars, and stays current as regulations change * Client-facing experience with HR and executive leadership. * Proven ability to manage multiple client accounts and competing deadlines with strong organizational skills, collaboration efforts, and critical thinking. * Experience with one or more payroll platforms (ADP, UKG, Paylocity, Dayforce etc.) and with state and federal agency portals * Intermediate to advanced Excel skills (pivots, lookups, reconciliations Preferred Qualifications: * Prior experience in a multi-client services environment. * Familiarity with analytics/BI tools (e.g., Power BI) * Experience with ticketing/shared inbox tools and queue management. Core Competencies: * Client Communication & Presence: Leads client updates and translates tax into business terms. * Ownership & Accountability (BRAVE): Takes responsibility for portfolio outcomes; escalates risks early. * Agility & Change Management: Adapts quickly to regulatory, system, or client changes. * Value Creation (BRAVE): Goes beyond compliance to deliver measurable client impact (e.g., abatements, process improvements). * Excellence in Service (BRAVE): Consistently professional, proactive, and trusted by clients. Compensation & Benefits: The hourly range for this position is $36.06 - $39.42. This range is based on relevant experience, skills, qualifications, and market data, and represents our good faith estimate at the time of posting. We offer a comprehensive benefits package including health insurance (medical, dental, vision, and life), voluntary benefits, pet insurance, retirement plan, and PTO. Our Commitment to Inclusion HCM Unlocked is an Equal Opportunity Employer, committed to a workplace free from harassment and discrimination. We celebrate the unique differences of our employees, which drive innovation and success. Accommodations are available for applicants with disabilities. HCM Unlocked participates in the E-Verify Employment Verification Program.
    $36.1-39.4 hourly 60d+ ago
  • Alternative Investments Product Specialist - All Locations

    CAIS 4.1company rating

    Remote job

    CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets. We want to connect with talented individuals like you for future opportunities on our Alternative Investments Product Specialist team! If you thrive in building new business opportunities, enjoy working with Independent Financial Advisors, and have a deep understanding of technical investment products, we encourage you to reach out. We're looking for individuals with a keen attention to detail, exceptional client service skills, and an entrepreneurial mindset. Join us in driving success and making an impact in the world of alternative investments. Get in touch to explore how you could be a fit for our future roles! Responsibilities Initiate and execute new client relationships within Registered Investment Advisors and Independent Broker Dealers in designated territory Develop expertise on all CAIS investment products; Hedge Funds, Private Equity Funds, '40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service existing client relationships and fulfill any requests for assistance or information Prepare presentations and materials for client meetings Coordinate and execute tailored product launch strategies Coordinate manager due diligence and selection processes both in terms of breadth and investment quality, with the overall aim of providing best in class investment products to our clients Assist in the planning and execution of roadshows and conferences Assist in the creation of product marketing collateral Work alongside the sales team on client pitches, product positioning and sales campaigns Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding Special projects and additional responsibilities to be determined based on capacity, skill, and interest Qualifications 5+ years of external sales experience in the alternatives space Bachelor's degree in business, economics, finance, or a related discipline required Exceptional organizational and interpersonal skills Impeccable written and verbal communication skills Self-starter who takes initiative and learns quickly in a fast-paced environment Strong commitment to continuous professional development and improvement of the team Excellent client service aptitude and attitude Excellent working knowledge of Microsoft Suite and Salesforce Series 7 and 63 CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and 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. Learn more about our culture, benefits, and people at ********************************************** CAIS' compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $150,000 - $200,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: **********************************************
    $52k-99k yearly est. Auto-Apply 60d+ ago
  • Lead Infrastructure Engineer - Telecommunication Design Engineer

    Jpmorgan Chase 4.8company rating

    Columbus, OH

    Assume a vital position as a key member of a high-performing team that delivers infrastructure and performance excellence. Your role will be instrumental in shaping the future at one of the world's largest and most influential companies. As a Lead Infrastructure Engineer - Telecommunication Design Engineer at JPMorgan Chase within the Enterprise technology division, delivering a wide range of products and services, and partnering with all lines of business to provide high quality service delivery, exceptional project execution and financially disciplined approaches and processes in the most cost effective manner. This individual will also be responsible for managing all deliverables throughout the design, build, and close-out process (bid, level, award, shop drawings, submittals, mock-ups, construction walk-thru's, reviewing test results, as-builds, etc.) The role does require some travel domestically in the US - travel will vary based on specific projects and initiatives but is estimated at 20%. **Job Responsibilities** + Demonstrated experience developing solutions aligned with business requirements, utilizing organizational standards, products, templates, systems, and artifacts. + Effectively communicate structured cabling standards and translate business needs into functional technology requirements; participate in project interviews and discovery with stakeholders and design teams. + Collaborate with internal stakeholders, external partners, and third parties to design and implement cabling infrastructure, ensuring alignment with technology roadmaps and optimal solutions. + Interface and coordinate with general contractors, engineering, architectural firms, telecom, and AV/security integrators throughout design and construction; oversee contractor activities and resolve site-specific issues. + Knowledgeable in construction milestones, scheduling, and real estate-driven build-outs; provide quality assurance throughout the project lifecycle, including on-site walk-throughs, infrastructure acceptance and turnover milestones. + Assemble professional documents, create budgets and estimates, and provide accurate job descriptions; understand project delivery lifecycle, detailed design, testing, certification, risk assessment, and validation procedures. + Prepare coordinated drawing sets and specification documents, including layouts, numbering, elevations, labeling, wiring schematics, and schedules. + Maintain department policies related to service delivery, asset tracking, inventories, chargeback, documentation, and associated systems and processes. + Possess excellent client interfacing, verbal and written communication skills; able to work across management levels and time zones with flexibility. + Experienced in multi-vendor cabling, hardware, cabinet, rack, and power solutions; able to establish and participate in technical testing to industry best practices. **Required Qualifications, Capabilities, and Skills** + Formal training or certification in Infrastructure engineering concepts and 5+ years applied experience + At least ten years of experience designing structured cabling systems, with a primary emphasis on user areas, trading floors, call centers, security/AV operation centers, and tenant fit-outs. + Demonstrated strong analytical, organizational, and decision-making abilities. + Exceptional communication skills, with a proven ability to influence stakeholders. + Self-starter with the capability to independently develop processes and tools. + Skilled at building consensus and driving organizational change. + Ability to thoroughly review functions, understand detailed workflows, and assess interdependencies with other business areas. + Recognized as a change agent and creative problem solver. **Preferred, Capabilities, and Skills** + Solid experience in IT service delivery, particularly in engineering support for projects. + Direct involvement in the design and/or implementation of major IT initiatives. + Ability to adapt and modify designs to meet customer requirements and address unique installation challenges. + Proficient in AutoCAD, REVIT, BlueBeam, and Microsoft Office applications (including Outlook); familiarity with Visio, SmartSheets, and JIRA is a plus. + Registered Communications Distribution Designer (RCDD) certification preferred. + Management experience is advantageous. + Fluent in English; proficiency in additional languages is a plus. + Willing to travel, with an estimated travel requirement of 20%. 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 **Base Pay/Salary** Jersey City,NJ $142,500.00 - $185,000.00 / year
    $142.5k-185k yearly 7d ago
  • Associate Principal - Project Manager II - Mission Critical

    Teecom 3.5company rating

    Remote job

    TEECOM | We Make Technology Work in Buildings Do you want to launch or advance a career at the intersection of technology and the built environment? Do you want to work with exceptional engineers to solve complex problems creatively? Do you want to work with clients to take their building experiences to the next level of connectivity, safety, and wow factor? Do you want to join a company that defines the state of the art in its practice, with visionary leadership and in-house research and development? TEECOM is a $40+ million/year consulting engineering firm with an average annual growth rate of 20% over the past 25 years. We make technology work in buildings through strategic consulting, design and engineering, project management, and enterprise support. We work hard in a fast-paced professional remote environment that will challenge you to learn and grow. TEECOM is one of the fastest-growing companies in the San Francisco Bay Area, with additional teams in New York City, the United Kingdom, the Pacific Northwest, Southern California, and Texas. Join us and make TEECOM even better. About the PositionAs a senior-level project management role, the Associate Principal - Project Manager II directs a team that works together to serve and develop long-term relationships with clients, enabling the team to win work, deliver those projects, and get paid for the work completed. This individual will manage resources and workload assignments, mentor and develop team members, review project financial metrics, identify and follow up on leads, ensure business processes are followed, conduct creative and engineering reviews, and help bring work into the team.Impact Represent TEECOM Values and Guiding Principles: Individual demonstrates that they CARE about clients and fellow team members, adds VALUE, and earns and builds TRUST. Deploy Technical Expertise: Individual has demonstrated expert skills in their trade and is able to succeed on their own as well as review, correct, and direct other technical staff to produce exemplary output (documents, etc.). Make Difficult Decisions: Projects are often complex, uncertain, and full of ambiguity. Individual has experience with making difficult decisions that directly impact the success of the project. Solicit Client Feedback: Positive and constructive feedback will have an impact on the project. Individual takes the time to routinely ask the client for feedback and documents and shares the feedback with the team. Develop Business: Individual has identified opportunities through relationships and networking that have or will position the firm for future work, as well as providing an excellent client experience that results in repeat work. Augment Company-Wide Communication: Individual demonstrates a commitment to elevating company-wide communication by enhancing internal documentation, fostering team collaboration, and supporting transparency across the firm. Influence Lead by Example: Individual sets the example for the team by aligning their actions with their words. Indirect Mentorship: Individual provides indirect mentorship to anyone who asks questions or needs guidance. Direct Mentorship: Individual serves as a direct mentor to specific staff who seek mentorship to learn and enhance their soft and hard skills. Technical Expertise: Individual has a deep knowledge of their discipline that is supported by continuing education and certifications. Guide Decisions: Individual has direct influence on decisions and helps guide the decision in TEECOM's favor. Trusted Advisor: Individual has built trust among their clients and fellow team members and therefore is sought as a resource when other employees face difficult decisions and/or challenges. Knowledge Knowledge of the AEC industry and the design and construction of technology systems such as telecommunications infrastructure, cabling, audiovisual, security, acoustics, and wired and wireless networks. Delivery of system designs using an engineering approach to produce a well-coordinated set of construction documents within the project budget. Large and complex construction projects ($500,000+ TEECOM fee) involving a multitude of disciplines with both long and fast-track timeframes (years or months) in various industry verticals (mission critical, healthcare, workplace, transportation, higher ed, government, industrial, cultural, etc). Skills Organization: Keep track of multiple projects and client and team member requests, often on a last-minute basis with excellent follow-up to assure promises are kept. Documentation: Thoroughly documents, updates, and maintains process documentation, notes, and decisions across appropriate platforms to ensure workflows, processes, and discussions are accessible and up-to-date. Communication: Conduct business communications in an effective, professional, and concise manner, both verbally and in written formats, and in one-on-one, small-group, and large-group settings. You must read, write, speak, compute, and problem-solve various tasks. Break down complex concepts into smaller and more digestible components that allow for a greater level of understanding by others. Teamwork: Work as a functional member of a team and successfully work with other teams and business functions to achieve positive results. Facilitate effective project team and cross-functional interactions (Technical, Operations, BD, Marketing, etc.). Problem Solving: Approach problems using a methodical and logical method to create a workable solution. Use numbers and mathematical approaches for various tasks. Conduct research using the Internet. Software: Use software applications effectively and efficiently (G Suite, MS Office, Bluebeam, Slack, Revit, AutoCAD MEP, Navisworks, Bluebeam Studio, etc.) to communicate and deliver work products. Process Oriented: Follow processes, continually seek to make processes more efficient, enforce processes, and conduct root cause analyses that lead to the update or creation of processes. Negotiation: Practice the Win-Win negotiation strategy to focus on TEECOM's interests. If done correctly, both parties will be satisfied with the outcome. Know your BATNA (Best Alternative To a Negotiated Agreement) before entering into a negotiation. Emotional Intelligence: Nurture, mentor, and manage staff who work in a deadline-driven environment on projects with complex needs. These conditions can lead to stress in team members. Know how and when to apply pressure and when to nurture staff members, resulting in high levels of effective communication, team member satisfaction, motivation, and project results, and leading to a highly functional and successful team. Mentorship: Mentor the technical staff and teach them the correct processes. Come prepared to maximize the effectiveness of time spent with your team, and keep timeliness in mind so that you act immediately when the situation demands it. Management: Break down complex projects into smaller tasks, plan, schedule, budget, and mitigate risk to successfully deliver work both for clients and internally for TEECOM. Delegate tasks to the most appropriate resource that allows for the efficient execution of the work while challenging staff and allowing them to grow. Essential Duties and Responsibilities Learn the building design process and the pursuit process Lead fee development, Professional Services Agreement (PSA) and Add Service Agreement (ASA) development, and project interview coordination Prep and attend pursuit interviews Lead fee negotiations with client Follow up on open pursuits Foster client relationships and fellow design team members and ensures all contact information and important discussions are documented in TEECOM's CRM Ask clients about other current or upcoming projects Develop additional business with client Attend client and/or industry events Lead projects and manage teams/contractors Translate a client's IT vision into a scope, schedule, and budget Serve as the interface between the client's IT and Facilities staff and the integrators and contractors Manage expectations with vendors and engineering staff Oversee the design and implementation of IT infrastructure and networks Document processes unique to the client; track decisions, project expenses, and schedule Travel around the U.S. visiting various client sites and overseeing implementation Attend or schedule client, construction, or design team meetings to gather or disseminate project requirements as it relates to technology (telecom, security, audiovisual, network) Manage project communications and information related to technology Track and manage all design decisions via design decision log Develop and track projects using MS Project, Primavera, and Asana Coordinate all technology implementation dates with clients, vendors, and construction team Coordinate, track, and manage all network equipment / owner furnished contractor installed (OFCI) equipment (desktop, network, Wifi, printers) as it relates to technology deployment Track installation of all contractor furnished contractor installed (CFCI) equipment (cabling, audiovisual, DAS) as it relates to technology Track and manage the technology design to meet project requirements Provide project master site schedule for major milestones (program, BOM, ROM, room ready, etc.) Procurement support (write RFP, BOM development, procurement management, quote review, delivery tracking) Develop and manage network patching matrices Coordinate move information between IT telecom and Facilities Communicate project status to IT owners from site-ready to go-live Provide project documentation to IT owners upon project completion Coordinate review of lessons learned upon project completion Provide weekly project status reporting to client Complete financial reconciliation (quotes vs. ROM) if requested Assist with recruiting efforts and the candidate experience Regularly document, update, and maintain team-related processes, workflows, and best practices. Actively initiate and participate in discussions about project challenges, process improvements, and other topics that enhance internal documentation and contribute to the team's success and collaboration Perform other work related duties as assigned Ensure timesheets/expenses/billing/invoices are accurate Achieve billed revenue target each quarter Identify, prepare, and secure authorization for Additional Services Agreement (ASA) when scope of the project deviates from the Professional Services Agreement (PSA) Meet project budgets and positively contribute to profitability Ensure that all client and design team due dates, submission dates, and completion dates are met What Success in this Role Looks Like Established as an internal mentor and guides less senior staff Manage successful internal project team (on time, on budget, positive client feedback) Gain repeat clients Quarterly reviews are completed on schedule Utilization equals 85% Average hours worked is between 40 and 50 hours per week Achieve goals from the Performance Plan each quarter Accounts Receivable (AR) over 90 days is less than 10% of the total AR Project stale dates are less than 3% in Vision Actively engage with GitHub repositories, Callback One, Design Decision Logs, and other pertinent platforms by consistently contributing valuable documentation and participating in discussions to enhance internal documentation and team collaboration. Experience Education/Degree/Major: Bachelors (business administration or construction management preferred) or equivalent experience Minimum of ten years experience in discipline (telecom, security, audiovisual, acoustics, Wi-Fi, network) design for facilities construction projects Minimum of ten years experience with project management software Minimum of ten years in a consulting role Bluebeam Studio Microsoft Office 365 Suite G Suite Asana Certifications Project Management Professional (PMP) required Other industry certifications (RCDD, CPP, CDT, CTS-D, PSP, etc.) are a plus Your level will be evaluated and determined during the interview process. Please submit your resume and a cover letter. We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas. NOTICE TO THIRD PARTY AGENCIES: Please note that TEECOM does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, TEECOM will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, TEECOM explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of TEECOM.
    $65k-113k yearly est. Auto-Apply 60d+ ago
  • Employment Attorney (Remote)

    Career Consulting Partners

    Remote job

    Job Description Employment Attorney (Remote) Career Consulting Partners has partnered with a boutique employment law firm in Pasadena, CA, dedicated to providing high-quality, client-centered representation. We are seeking a Litigation Attorney with 3-7 years of employment law experience to join our team. This role offers flexibility from the start: The position can transition into a fully remote role once you are acclimated. Senior Attorneys with more than 5 years of experience can be considered for a fully remote position from the start. They are committed to honesty and ethical conduct in all aspects of their work, particularly in their relationships with clients. They value diversity, treat all individuals with respect, and feel a strong responsibility to advocate for those who have historically been vulnerable or marginalized. They are not a high-volume firm. Instead, they are selective with the cases we take on, ensuring they provide their clients with realistic expectations and deliver meaningful results. DUTIES: Manage a caseload of approximately 25 - 30 active matters Handle primarily class action and PAGA cases, along with a select number of individual employment cases Oversee litigation from intake through trial or settlement, including pleadings, discovery, depositions, motion practice, and court appearances Collaborate with colleagues in weekly team meetings and remote huddles to share insights, develop case strategies, and strengthen teamwork Work directly with clients, conducting interviews, providing updates, and building strong relationships, while supported by a dedicated legal assistant and paralegal resources Strategize and negotiate with opposing counsel, mediators, and judges to secure favorable outcomes for clients Depending on experience, either independently manage cases or work closely with senior attorneys while receiving mentorship and training Contribute to a culture of collaboration, integrity, and client-centered advocacy REQUIREMENTS: Juris Doctor (J.D.) degree from an accredited law school An active member of the California State Bar in good standing 3-7 years of experience handling employment law matters, with demonstrated litigation experience Familiarity with class actions, PAGA, and wage & hour cases (trial experience a plus but not required) Strong legal writing and oral advocacy skills, including drafting motions, briefs, and discovery responses Ability to manage multiple cases simultaneously while staying organized and detail-oriented Comfortable working independently or collaboratively, with a commitment to regular team meetings and case strategy sessions Excellent client communication skills, with the ability to build trust and explain complex legal issues clearly A proactive, solutions-driven mindset with a passion for advocating on behalf of employees COMPENSATION & BENEFITS: Salary Range: $160,000 - $300,000 Bonuses and commissions Paid time off Paid sick time Insurance cost paid by the firm for the employee Profit-sharing plan Partnership Potential LOCATION: Pasadena, CA 91101 Near California Institute of Technology This role offers flexibility from the start Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume/application, we will reach out to you and review the firm(s) before we move forward.
    $160k-300k yearly 28d ago
  • Temporary Conflicts Analyst

    Dentons Us LLP 4.9company rating

    Remote job

    Dentons US LLP is currently recruiting for a Temporary Conflicts Analyst for the US Lateral Conflicts Team. This is an exciting opportunity to join a highly collaborative team, help support the firm's US Conflicts team ensuring effective compliance controls and procedures are in place in relation to supporting the recruitment process, and on-boarding of lateral and firm growth hires, particularly those involving the avoidance of conflicts of interest, protection of confidential information and to ensure compliance with applicable legislative requirements and management of risk. This position reports to the Lateral Conflicts Manager and is fully temporary remote position. Responsibilities Handling conflict of interest checks for lateral candidates, including partners, associates and professional administrative staff. Conducting legal conflict of interest checks and matters specifically related to lateral hires Organizing and tracking progress of lateral candidates through the clearance process. Liaising with Recruitment and lateral candidates to ensure that conflict questionnaires are complete and accurate Conducting research on business and corporate entities via online resources Handling complexity protection of confidential information issues Reviewing and adhering to Dentons' internal compliance policies and procedures. Assisting the Lateral Conflicts Team with compliance projects, where appropriate Other duties may be assigned to fully meet the requirements of the position Experience & Qualifications Relevant experience in an international law firm, although other professional services or financial services firms will be considered. Prior experience analyzing and resolving conflicts of interest and managing confidential information issues specifically for lateral hires is desirable An understanding of Elite and Intapp Open conflict checking system is desirable Excellent analytic skills: Able to quickly identify and meticulously analyze complex issues to provide practical solutions. Detail oriented with excellent written and verbal communication skills; strong problem solving and analytical skills Team player able to interact positively at all levels within the firm and able to demonstrate excellent client/customer facing skills Able to exercise tact and diplomacy and demonstrate initiative and the ability to be proactive Ability to multitask, prioritize and meet deadlines while maintaining attention to detail and quality work product Possess a high degree of trustworthiness and discretion, due to the highly confidential nature of the lateral conflicts process Proficiency with Microsoft Word, Excel, and Outlook This is an hourly position with a pay rate between $25 and $30 an hour. Dentons US LLP offers a competitive salary and benefits package including medical, dental, vision, 401k, profit sharing, short-term/long-term disability, life insurance, tuition reimbursement, paid time off, paid holidays and discretionary bonuses. Dentons US LLP is an Equal Opportunity Employer - Disability/Vet. Pursuant to local ordinances, we will consider for employment qualified applicants with arrest and conviction records. If you need any assistance seeking a job opportunity at Dentons US, LLP, or if you need reasonable accommodation with the application process, please call our Talent Acquisition Specialist at *************** or contact us at *************************************. About Dentons Redefining possibilities. Together, everywhere. For more information visit ***************
    $25-30 hourly 60d+ ago
  • Senior SAP Analytics Solutions Consultant

    Argano

    Remote job

    Senior SAP Analytics Solutions Argano is at the forefront of global digital consultancy, renowned for seamlessly merging strategic planning with execution to catalyze high-performance business operations transformations. Our mission is to bolster our clients' agility, profitability, customer engagement, and growth through strategic consulting. Leveraging proprietary intellectual property, Argano offers an all-encompassing analysis of business operations, identifying strengths and unlocking opportunities for enhancement. With a global cadre of industry luminaries, we lead in operational design and technology implementation across a broad spectrum of applications, including SAP Data & Analytics solutions, positioning our clients at the leading edge of digital transformation. Role Overview: As the Principal Consultant for SAP Analytics Solutions at Argano, you will take on a pivotal role in delivering cutting-edge SAP Analytics Suite (which includes native SAP products, Google, Azure, AWS, and other cloud vendor products for SAP customers), SAP Analytics Cloud (SAC), SAP Datasphere/Data Warehousing Cloud, and SAP Embedded Modeling. You will be instrumental in guiding our clients through their transformation journeys, ensuring the strategic alignment of SAP Analytics solutions with their business objectives, and establishing Argano as the go-to partner for SAP digital transformation projects. Key Responsibilities Strategic Solution Development: Architect and implement strategic SAP Analytics solutions, including SAP Analytics Suite, SAP Analytics Cloud (SAC), SAP Datasphere/Data Warehousing Cloud, and SAP Embedded Modeling, tailored to meet client-specific needs. Conduct thorough business process analyses and requirements gathering to recommend SAP solutions that drive data-driven decision-making and operational efficiency. Client Engagement and Advisory: Build and maintain robust client relationships, serving as a trusted advisor on SAP Analytics capabilities and industry best practices. Address client challenges by aligning SAP Analytics solutions with their strategic goals, enhancing their analytical capabilities and reporting functions. Project Leadership and Management: Oversee SAP Analytics implementation projects, ensuring timely delivery within scope and budget. Lead and inspire cross-functional teams, promoting collaboration and innovation to meet and exceed project objectives. Risk Management and Quality Assurance: Proactively identify and address potential project risks, developing strategies to mitigate them and ensure project success. Uphold the highest standards of quality for all project deliverables, ensuring they meet Argano's expectations and client requirements. Change Management and Training: Facilitate effective change management processes associated with the implementation of SAP Analytics solutions, minimizing business disruption. Design and conduct comprehensive training sessions to empower clients with the knowledge and skills to leverage SAP Analytics solutions fully. Thought Leadership and Innovation: Maintain up-to-date knowledge of the latest SAP Analytics developments, trends, and best practices, positioning Argano as a thought leader in the field. Foster a culture of continuous improvement by sharing insights and best practices with clients and internal teams. Technical Responsibilities SAP Analytics Cloud (SAC): Build and maintain analytical and planning models, advanced stories, dashboards, KPIs, and predictive reports using SAP SAC. Work with both acquired data models and live data models; familiarity with JavaScript coding in SAC stories is required. Set up connections, maintain user authorizations, configure row-level security, and schedule publications as needed. Build and maintain planning models, user interfaces, and data actions within SAC. Embedded Analytics: Build and maintain CDS views and OData services and expose them to SAC or Datasphere per client requirements. Develop and optimize AMDP procedures; familiarity with ABAP is required. Ensure a thorough understanding of analytical CDS views and performance optimization techniques for CDS views. Datasphere: Architect business data fabric using SAP Datasphere, including data replication, transformations, and data flow design. Work with graphical and scripted views, intelligent lookups, and analytical models. Build and schedule task chains for data replication. Integrate Datasphere with SAC, S/4HANA, and external systems, including semantic onboarding. Minimum and/or Preferred Qualifications Education: Bachelor's or master's degree in business administration, Computer Science, Information Systems, Engineering, or a related field. Experience: Minimum of 10+ years in SAP consulting, with extensive experience in SAP Analytics Suite, SAP Analytics Cloud (SAC), SAP Datasphere/Data Warehousing Cloud, and SAP Embedded Modeling. Certifications: SAP certifications in Analytics, SAC, Datasphere/DWC, or related areas are highly regarded. Skills: Profound expertise in SAP Analytics, including SAP Analytics Suite, SAC, Datasphere/DWC, and Embedded Modeling. Exceptional project management and leadership skills, capable of guiding teams through complex implementations. Excellent client engagement and communication skills, adept at establishing trust and acting as a strategic advisor. Strong capabilities in risk management, quality assurance, and change management. This position offers a unique chance to make a significant impact on our clients' success and to contribute to the growth and prestige of Argano as a global leader in digital consultancy. If you are a seasoned expert in SAP Data & Analytics with a passion for digital transformation and a proven track record of delivering results, we invite you to join our dynamic team. Argano is an equal-opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
    $92k-123k yearly est. Auto-Apply 41d ago
  • Residential Remodeling Sales

    The Cleary Company 3.8company rating

    Columbus, OH

    Job DescriptionDescription: At The Cleary Company, we believe in delivering unparalleled craftsmanship rooted in creativity and hard work, ensuring every project reflects our high standards. We're passionate about enhancing client experience and transforming homes through our exceptional process while having fun every step of the way! Our dynamic team is driven by fundamental principles that prioritize professionalism, respect, and integrity in all our relationships. Join us in a culture that values fun, accountability, and meaningful connections. At The Cleary Company, we know that when we love our work, our clients feel that joy, too. If you're looking for a place where your skills can shine and your contributions truly matter, we'd love to hear from you! Visit our website to learn more about us ***************************** Summary of Responsibilities We are looking for a proactive and organized Project Developer to manage client relationships, oversee project development, and collaborate with our design team. You'll handle everything from nurturing leads and conducting initial client meetings to tracking project progress, writing contracts, and ensuring budgets are met. Strong communication and customer service skills are essential, as you'll be the key point of contact for clients and the team throughout the project development process. In this role, you'll lead pre-construction meetings, assist with change orders, and ensure smooth project handoffs. You'll also work with trade partners, manage resources efficiently, and stay updated on industry trends. If you're a self-starter with strong leadership, problem-solving abilities, and a passion for delivering results, this is the perfect opportunity for you! Essential Functions Qualified Leads: Nurture qualified leads, respond to inquiries via phone, email, or in person, and track project progress from lead to contract. Client Meetings: Conduct initial client meetings, assess goals, provide budget ranges, and create job notes for the team. Project Development: Collaborate with the design team, monitor project progress, communicate with clients, assist in site visits, and address potential issues early on. Customer Service: Provide excellent client experience, assist with change orders, and prepare project closeout documents. Contracts/Estimates: Review and present estimates, write scopes of work, ensure budgets meet goals, and collaborate with the design team on value engineering when necessary. Project Handoff: Ensure smooth project handoff with Production Manager, approve specific orders, and maintain positive communication with clients throughout. Pre-Construction: Lead and participate in pre-construction meetings, assist with change orders, and communicate key details about job scope and client needs. Collaboration: Work closely with project managers, designers, and consultants, resolving issues and ensuring smooth project execution. Vendor Relations: Help evaluate and assess trade partners, keep updated with new products and vendors, and attend relevant industry events. Requirements: Education, Experience, and Skills Required 3+ years in consultative sales Residential construction industry knowledge Experience with residential design Familiarity with Sandler sales method preferred but not required Personal characteristics needed to be successful in this role Demonstrates thoughtful responses over automatic reactions; embraces ownership, accountability, and responsibility. Efficiently uses resources, actively seeks cost-saving opportunities, and contributes to budgeting processes. Proficient in delivering presentations, possesses strong listening skills, and communicates effectively. Works effectively with customers, enhances the company's image, and strives to resolve customer issues promptly. Consistently meets deadlines, works autonomously with accountability, maintains focus, and demonstrates punctuality and reliability. Takes proactive actions, identifies and pursues new opportunities, and ensures projects are brought to successful completion. Creative thinker who introduces new ideas, embraces change, and is willing to take calculated risks. Builds and maintains strong relationships, adapts well to different situations, collaborates effectively, and seeks feedback from others. Provides strong leadership, sets a positive example, makes well-informed decisions, motivates and encourages team members. Efficiently manages workloads, consistently achieves goals and objectives, and maintains high levels of productivity. Actively seeks opportunities for learning and growth, takes on increasing levels of responsibility, and strives to achieve personal development goals. Collaborates effectively within a team, meets collective goals and commitments, values input from team members, and demonstrates respect for others.
    $54k-61k yearly est. 11d ago
  • Licensing and Credentialing Specialist

    The OCD & Anxiety Treatment Center

    Remote job

    The Company You'll Join OCD Anxiety Centers is the nation s largest provider of IOP services for individuals dealing with OCD, Anxiety, and Trauma. As the leading provider our clinical outcomes are second to none. You will join a winning team that is committed to evidence-based treatment and long-term results. We are passionate about bringing help and hope to some of the most underserved clinical populations. We strive to change the lives of individuals and their families suffering from unrelenting anxiety, disturbing and terrifying thoughts, uncontrollable worry, exhausting behaviors and rituals, and avoidance that keeps them from living their lives. We are an evidence-based practice, which means we do what works, stay up to date with scientific research, and regularly attend international training to keep us at our very best Our Investment in You A competitive base pay 401k match Core benefits: medical/dental/vision, with the company contribution to medical benefits for employee Company-paid employee life insurance Voluntary benefits Paid time off includes 15 days (120 hours) of Paid Time Off, 5 days (40 hours) of Sick Time, and 9 days (72 hours) Company holiday pay Paid specialized ongoing training, strengthening your skills, experiences, and connections that will help advance your career The Team You'll Work With The success of our organization is dependent on the trust and confidence we earn from our employees, clients, and community. Our values are connected to our work at OCD & Anxiety Centers and are measured against the highest possible standards of ethical business conduct. We act with integrity and communicate honestly and openly We are passionate about meeting the company s needs and delivering for our clients We are accountable for all our actions We work together as a team and are committed to excellence and innovation We respect each other and celebrate our diversity We set the bar that high for practical and aspirational reasons. Candidates with similar ethical standards, who have the ability to adapt to a fast-moving working culture, and who are committed to providing excellent client service are encouraged to apply. The Purpose of Your Role The Healthcare Licensing and Credentialing Specialist plays a critical role in the growth of the organization. They will focus their efforts on these main categories. Manages the complex process of securing and maintaining licenses, certifications, and permits for healthcare providers and facilities, ensuring compliance with state and federal regulations. Accurately enter and maintain complex practitioner and provider data in various databases and generate reports to track workflow and identify upcoming renewals. Keep current on changes in laws and regulations that affect the healthcare licensing landscape and provide guidance to providers and internal departments. Proactively monitor and track licensing and certification deadlines to ensure timely renewals and avoid lapses in practice or service. Submit and track applications for initial credentialing and re-credentialing with insurance companies. Secure timely credentialing and licensing of our clinical staff in all 50 states. Additional licensing and credentialing duties as assigned. The Skills and Expertise You Have Proficient knowledge of computers, Microsoft Office programs, Google Suite etc. Accurate and efficient electronic data entry Must be punctual and maintain excellent attendance Organized, detail-oriented, takes the initiative, and completes job responsibilities independently Multi-task, problem-solve, interpersonal skills, strong written and verbal communication skills Thrives in a changing work environment Ability to meet KPI s, showcasing what success is and how it is measured. Preferred Qualifications Minimum 5 years experience in a licensing and credentialing role with advancing responsibilities. Experience working in a fast-paced high-growth environment with the ability to work quickly, identify priorities, and manage tight deadline requirements. Behavioral health centered experience is a plus but not required. Position location: This position will be based out of one of our program locations or as a temporary remote position until a program location is opened nearby. Equal Employment Opportunity Commission (EEOC) statement OCD Anxiety Centers is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, sex, national origin, age, marital status, sexual orientation, genetics, disability, political affiliation, personal appearance, family responsibilities, or any other legally protected class under federal, state, or local law. This applies to all aspects of employment, including recruitment, hiring, job assignments, promotions, working conditions, scheduling, benefits, wage and salary administration, disciplinary action, termination, and social, educational, and recreational programs.
    $40k-60k yearly est. 60d+ ago
  • Training Specialist

    Servicetitan 4.6company rating

    Remote job

    Product Expert - Become an expert in our software & the home services industry so that training courses are highly “industry-relevant” Deliver exceptional training, transition management & coaching - Deliver engaging instructor-led training courses & webinars, both on-site and online via web conferencing Embed Best Practices - Adapt demos, examples & approaches to 1-on-1 training courses to focus on “best practices” for different ServiceTitan user types Transition / Change Management - Help guide customers on managing their teams' transition to ServiceTitan Contribute to Training Program Development & Maintenance - Assist Training Content Developers by contributing to the launch & upkeep of engaging training & certification programs in our Litmos LMS Other - Assist with special projects as assigned at the discretion of team management Ability to work a variable schedule with willingness to travel 25-50%, with the potential to increase to 75% during peak season What You'll Bring: A strong background working in a software customer training environment. Track record of achievement in a training and/or customer service role, preferably in a software or other startup company Expertise in customizing & running live demo-based training courses & webinars Eagerness to keep ServiceTitan (and our customers) on the cutting edge by learning with new technologies & instructional approaches Experience delivering training or coaching to promote adoption and minimize resistance to new software Excellent planning, organization, and communication skills to handle juggling multiple projects simultaneously in a fast-paced environment Bachelor's degree from four-year college or university or equivalent combination of experience and education that enables performance for this position Demonstrated ability to learn and apply sound instructional techniques Nice to have: Experience with Litmos LMS and training development tools, such as Adobe Captivate, Photoshop, Powerpoint, and Camtasia Ability to create supporting content (e.g. handouts & documentation) to support instructor-led training & certification courses Experience incorporating change management principles into training programs to promote adoption & minimize resistance Strong project management experience a plus Ability to write business correspondence and technical documentation Be Human With Us: Being human isn't about checking every box on a list. It's about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we're solving. We're in this together. Come be human, with us. What We Offer: When you join our team, you're not just accepting a job. You're making a career move. Here's how we'll support you in doing some of the most impactful work of your career: Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more. Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to One Medical. Support for Titans at all stages of life: Parental leave and support, up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more. At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws. ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation.The expected salary range for this role for candidates residing in the United States is between $65,200 USD - $86,800 USD. Compensation for candidates residing outside the United States will vary by location and the specific salary range will be discussed during the hiring process. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes an annual bonus, equity and a holistic suite of benefits.
    $65.2k-86.8k yearly Auto-Apply 60d+ ago
  • Managing Director, Community Client Development

    Mercer Advisors 4.3company rating

    Remote job

    Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. The Managing Director, Client Development, will be responsible for playing a leading role in our organic growth strategy and for coaching and managing the Sales team in their assigned markets. This role is a face of Mercer Advisors in the markets and supports organic growth through the addition of new clients. The Managing Director, Client Development, is also expected to contribute to Mercer Advisors overall through active engagement in leadership committees, strategic initiatives, and corporate programs. Essential Job Functions for this role include: Works with Client Development Leadership to help design and implement strategies that drive new client growth. Manages and leads Reginal Vice Presidents to ensure they are meeting and exceeding performance objectives & achieving their full potential. Directly engages in high value prospect opportunities and wholesaling opportunities (side by side with RVPs). Effectively coaches and mentors Regional Vice Presidents, assists in training new RVPs as they join the team. Improves RVPs productivity by sponsoring critical national initiatives to improve the sales process, marketing materials, technology and training beyond their own market. Acts as an Ambassador of Mercer Advisors and supports the sales team to foster positive partner and new client relationships by maintaining relationships with key members of partner teams. Ensures adherence to company performance standards as well as company policies and procedures. Knowledge, Skills, and Abilities: Bachelor's degree. At least 15 years of experience building relationships with and mentoring and managing financial services professionals, guiding teams to realize their potential, building culture, evaluating performance, recruiting, ensuring clear and consistent communication. Track record of success in helping sales professionals grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm; escalating and dealing with issues when necessary. Experience communicating the benefits of a wealth management platform to potential clients and M&A partners; Telling the firm's story when working with RVPs in the channels as well as in the M&A sales process. Negotiation experience that involves listening, persuading, and developing mutually beneficial solutions Excellent Client Focus and client-oriented position, but sales aptitude and experience are also highly desired Strong decision-making, judgement, problem-solving, analysis and project management skills Series 65 or Series 66 or CFP Experience using CRM systems (Salesforce preferred) Flexibility to travel 40% of the time. Work Schedule: This professional role requires availability Monday through Friday, 8:00 AM - 5:00 PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection
    $68k-105k yearly est. Auto-Apply 13d ago
  • Corporate Counsel

    Sentral 4.0company rating

    Remote job

    Sentral is a network of communities redefining the way people live. Sentral's mission is to be the leading residential hospitality operator through superior performance, enhanced experience, and a network of connected communities. We take the convenience, connection, and comfort of home to new heights-we call it Home+. Our one-of-a-kind communities offer unrivaled locations, innovative tech-enabled services, and premium amenities to enhance everyday life. Sentral lets you live life on your own terms in the heart of the world's best cities: Atlanta, Austin, Chicago, Denver, Los Angeles, Miami, Nashville, Oakland, Philadelphia, Pittsburgh, Portland, San Francisco, San Jose, Santa Monica, Scottsdale, and Seattle, with more coming soon. Our core values reflect our commitment to our employees, as we are service first in our actions, value thinking like an owner, and continuously strive to make one another better. We strongly believe in continuous personal improvement, career growth and diversity in our workforce. With ongoing learning & development offerings, leadership coaching and mentorship programs, we foster an empowered environment rooted in empathy and growth. Our team members are curious explorers who never stop learning and who strive for great outcomes. Learn more about us at **************** Position Overview and Responsibilities At Sentral, we are building a team of people-first focused individuals who thrive on going above and beyond. Ideal candidates will exemplify a good sense of humor, a positive attitude, a growth mindset, and an entrepreneurial drive. The primary responsibility of this role is to develop, launch, and operationalize hospitality products, processes, and services to add value and differentiation in our communities. Sentral seeks a Corporate Counsel with a multifamily or hospitality background and demonstrated interest in technology and innovation, coupled with a strong desire to execute management plans across a national portfolio. The ideal candidate possesses an entrepreneurial drive, self-awareness, and the ability to thrive in a dynamic environment with limited structure. This team member will assist with all aspects of the Legal Department, with a focus initially on Landlord/Tenant Law. This position is remote based in the United States. This role would be ideal for someone looking for an opportunity to work in an entrepreneurial high growth company. Success in this role involves the ability to learn quickly and support the execution of business plans while continuing to take on increased responsibility. The position reports to the Senior General Counsel but the position's key customer is our Operations group. Provide legal advice and service by combining skill and knowledge in multifamily and hospitality, real estate law, and corporate law with sound business acumen and judgement of business goals and objectives of the company or assigned business units Provide guidance and advice on legal aspects of leasing and other general real estate matters Provide general legal advice related to leasing and property operation matters that may arise from time to time Engage with cross functional departments to meet goals. Pursue details and achieve closure on transactions and various matters and projects. Provide excellent client service Ensure legal and regulatory compliance for short-term and long-term rental operations Use business and legal judgment to balance an appropriate level of risk against the business needs in a particular situation. Operate within the framework of allowable corporate behavior and governance, and legal and regulatory compliance Supervise and actively direct outside counsel and any local governmental lobbying efforts Participate in the development and interpretation of company operating policies and procedures Work closely with business clients and outside counsel to ensure adherence to important corporate and regulatory policies Draft templates and write, review or revise contract documents. May analyze legislation that impacts the company and assist the company in responding to inquiries from Congress and government agencies Prepare and manage a due diligence budget. Coordinate with internal departments to ensure proper tracking and accounting of legal due diligence expenses Skills and Experience Bachelor's Degree and a JD from accredited universities with strong academic performance Licensed to practice law in at least one state 3+ years of related experience with multifamily preferred Experience providing coordination and oversight of outside counsel Experience working independently in fast-paced environment Experience communicating with clients and building trusted advisor relationships Experience working in a collaborative legal or business environment Exemplary computer skills with a demonstrated ability to learn new technologies Ability to multi-task with exceptional time management, prioritization, and attention to detail Excellent verbal and written communication skills to various audiences Extremely high integrity, dependability, accountability, and respect. Takes ownership of tasks and pride in work product Community Team Perks + Benefits Health & Wellness: We offer multiple medical, dental, and vision health plan options that begin the first month after your start date! There is one fully company-paid plan (no monthly premiums for you)*, and HSA and FSA options to set aside pre-tax dollars. *Premiums apply for spouse, dependent, or family coverage plans Invest in Your Future: Eligible after just three months of employment, we offer a 401(k) with a 4% company match to help you reach your savings goals. Time Off That Grows with You: In addition to 11 paid holidays, Sentral offers 8 different types of paid time off (PTO) to meet all of life's demands. These 8 types of PTO include personal days that have no waiting period to use, one floating holiday each year, Enrichment Hours for volunteering or career development, and more! Travel Discount: Team members (and their friends and families) receive travel discounts when they stay at a Sentral community. Deep Savings: All team members are Sentral receive discounted rates on pet insurance, attractions, rental cars, shows, events, and more! Sentral is dedicated to creating a diverse and inclusive work environment that champions all backgrounds, identities, and voices. We strive to cultivate a space where our team members feel valued, and our residents feel loved. While there is no exact recipe for ensuring our residents feel loved, we believe a key ingredient is seeking and employing individuals that reflect the uniqueness of our residents. As an Equal Opportunity Employer, we do not discriminate based upon actual or perceived race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.
    $118k-174k yearly est. 19d ago

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