Controller
Accountinuity
Remote job
About Us 7-time winner of the 50 Fastest Growing Companies in the Twin Cities, All In One Accounting is the strategic accounting team for mission-driven nonprofits and growth-minded entrepreneurs. All In One Accounting's thorough and comprehensive set of services move our clients from financial chaos to business clarity and beyond. Simply said, our mission is to empower entrepreneurs and to support profitable Growth, equip them to Protect their assets, and enable nonprofits to Amplify their impact. A bit about the role: We're seeking an experienced and strategic Controller to join our team and help drive success for our small business clients. This role is pivotal in leading delivery teams, mentoring accountants, and providing high-level advisory services to help growth-minded entrepreneurs and mission-driven nonprofits achieve their business goals. As a Controller, you'll own client relationships while leading internal delivery teams to ensure exceptional service delivery. You'll work alongside Accountants and CFOs in a dynamic, multi-client environment that requires both strategic thinking and hands-on problem-solving skills. Now about you... You're a strategic leader and mentor You excel at strategically building and leading high-performing teams while fostering enduring client partnerships. You take full ownership of team development and success, providing thoughtful guidance and mentorship to accountants while ensuring exceptional client service delivery. You understand your pivotal role in driving both client success and organizational growth, making decisions that align team capabilities with long-term business objectives You're adaptable and consultative We work primarily with smaller organizations that have big goals. You adapt your approach to meet each client's unique needs while maintaining consistent quality across all engagements. You thrive in a fast-paced environment managing multiple client relationships and can shift seamlessly between strategic planning and hands-on problem-solving. You're bursting with initiative and curiosity You excel at analyzing financials and translating complex data into actionable insights for non-financial stakeholders. Your natural inquisitiveness drives you to dig deep, understanding what truly powers each business's success. You proactively identify opportunities for process improvement and automation, helping clients achieve their long-term goals. By staying current with industry trends and continuously expanding your expertise, you're always finding innovative ways to add value and drive efficiency while developing tailored solutions that align with each client's unique needs. More about the Controller role: Wearing multiple hats and saying "yes" to a variety of challenges are the table stakes for the Controller role. Your specific responsibilities include: Lead and oversee delivery teams, providing mentorship and guidance to accountants Own and nurture client relationships, ensuring delivery of value-based services Design and implement strategic solutions; this role requires both hands-on expertise and strategic planning abilities Develop and maintain efficient systems and processes for financial operations Contribute to company goals through proactive client management and team development Provide strategic insights and recommendations to drive client success The specifics of the Controller role: Client Financial Leadership Lead month-end closing meetings with clients and internal teams to present financials Oversee preparation and review of monthly financial statements and key reports Analyze budget variances and communicate significant issues and opportunities Prepare cash flow forecasting and strategic recommendations Serve as proactive liaison with client's professional advisors (CPAs, bankers, attorneys) Team Leadership and Quality Control Oversee and mentor accountants on your delivery teams Review and ensure accuracy of all key financial processes: Balance sheet reconciliations AP/AR processes Cash management Month-end closing entries Payroll integration Implement and maintain robust internal controls Ensure consistent high-quality service delivery across all clients Internal Responsibilities Meet or exceed billable hours goals while maintaining service excellence Complete all internal deliverables (time tracking, capacity planning, quarterly initiatives) Actively participate in All In One Accounting's Brand Ambassador program, representing our mission and values Represent All In One Accounting professionally while fostering team collaboration Maintain highest standards of security compliance and asset protection Contribute to process improvements and best practices The successful candidate will have: Bachelor's degree in accounting, finance, or business administration, or equivalent experience 7+ years of progressive accounting experience, including team leadership Proven success in managing multiple client relationships in a consulting environment Strong mentoring and team development abilities Excellence in financial analysis and strategic planning Outstanding communication skills with both financial and non-financial stakeholders Demonstrated ability to manage competing priorities while maintaining quality Advanced technical skills with various accounting platforms Why All In One Accounting - The Benefits All In One Accounting offers all of our delivery team positions as either full or part-time with a mix of client interaction and internal team comradery. We strive to meet team members where they're at - so our roles vary between onsite and fully remote. Our company has been built by a team who likes to have fun, respect each other and works extremely hard to do right by each other and our clients. While working in a multi-client environment presents its own set of challenges, the greatest compliment we receive is that our work has changed the lives of our clients. Our five core values of Commitment, Foresight, Relationships, Tenacity, and Teamwork are at the core of everything we do. We've created an environment of continuous growth and are excited to see your talents! Salary and Benefits Salary: $85,000 - $125,000 Annual Bonus: Up to 10% of salary Comprehensive benefits package including: Medical, dental, and vision insurance 401K Life insurance Long and short-term disability HSA, FSA, and dependent care options Professional development opportunities All In One Accounting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Salary Description $85,000 - $125,000$85k-125k yearly 2d agoCustomer Service Specialist
Endeavor
Columbus, OH
As a Customer Service Specialist, you will be at the forefront of delivering exceptional customer service to our valued clients. This is an exciting opportunity to work in a dynamic and fast-paced environment, interacting with customers and ensuring their needs are met with efficiency and professionalism. Customer Service Specialist Qualifications: Superior verbal & written communication skill-sets Possess exceptional client association and interaction capabilities Upbeat & outgoing mindset with positive energy Interacts successfully with individuals and also teams Maintains fruitful customer connections Prior customer service or sales experience Interacts successfully along with all amounts of management as well as staff members Team player High school diploma or equivalent 1-year prior sales coordination or customer support experience Applicants must be currently authorized to work in the United States Customer Service Specialist Tasks & Duties Uphold our customer connect initiative Train/retrain on standard operating procedure Give feedback to account managers Process customer surveys Specific customer PO processing Analyze customer needs and provide appropriate solutions Handle customer inquiries, complaints, and escalations in a professional manner Maintain accurate and detailed records of customer interactions Customer Service Specialist Additional Requirements Candidates should have reliable transportation to our offices in Columbus, OH Candidates should be excited to help others by providing stellar customer service Candidates must posses valid work authorization In order to apply, please submit an up-to-date resumé or profile.$28k-35k yearly est. 60d+ agoWorkplace Solutions - Customer Service Analyst
JPMC
Columbus, OH
Workplace Solutions is a tech and service-based offering, created to empower teams to easily navigate their workplace incentives with confidence. Our intuitive solutions help to attract and keep talented people. If you are seeking a client facing role that promotes exceptional customer service and innovation this may be the position for you. As a Customer Service Analyst in JP Morgan Workplace solutions you will be a prominent point of contact for our participants. This role demands good communication and a desire to deliver exceptional client service. Job Responsibilities Acts as the first point of contact for JP Morgan Workplace Solutions, providing exceptional customer service and knowledge on the products and services that will support customers in their financial journey. Communicates with customers via phone calls and emails, in order to turn them around in a timely manner with high quality responses Interact with other areas of the company in resolving queries raised by clients and participants (Operations, Payments, Settlement, Trading, IT, Product Design, Sales, etc) Uses soft skills to adapt your ton to each customer to create a memorable experience whilst fully understanding their needs Identify and recommend areas for improvement within the Service Desk function that support and add value to business activities Handles challenging conversations including complaints when necessary Required Qualifications, Capabilities and Skills: Excellent Customer Service skills in telephone and email etiquette Client focus, interpersonal skills and ability to network. Proactivity and Continuous Improvement mindset. Maintains highest level of technical skill in field of expertise. This position requires a high degree of discretion and judgement. Preferred Qualifications, Capabilities and Skills: University degree in Economics, Finance or equivalent work experience desired. Experience in Customer Service role, preferably in the Financial Services Be an excellent communicator Be empathetic and problem solver, have a passion for learning and self development Other languages are also advantageous with examples including Spanish, Norwegian, French, Finnish, Czech, Polish, German and Arabic.$35k-66k yearly est. Auto-Apply 60d+ agoKeyholder
Lilly Pulitzer
Columbus, OH
Job Type: Regular Brand Strategy Our Brand mission is to inspire confidence and optimism, inviting everyone to shine bright and stand out. Our Brand vision statement is: “Create Your Sunshine, A Resort State of Mind”. Our Brand Equities are: Casual Glamour, Sunny & Spirited, and Charmingly Disarming. Job Description About the Position The Keyholder is responsible for assisting with the daily operations of the Lilly Pulitzer retail store. This includes sales, client experience, and safeguarding the assets of the store. A day in the life… Understand the overall concept of Lilly Pulitzer, including the lifestyle, the client, the merchandise, and the heritage. Understand and embrace the Core Values and Core Leadership Qualities set forth by Lilly Pulitzer. Drive sales goals by providing exceptional client experience and supporting sales team by actively focusing on clients. Demonstrate Lilly Pulitzer selling culture and ensure client experience. Maintain accuracy in cash transaction management according to operating procedures. Responsible for the opening and closing of the retail store. Act as an elevated team member, exercising decision-making and multitasking capabilities while prioritizing service. Positively resolve client-related issues as they arise or escalate to store management, when necessary. Provide continuous feedback to store management team on store selling opportunities and successes. Maintain the Lilly Pulitzer's visual and operational standards as set by the Visual and Retail Operations teams. Safeguard the assets of the store. Qualifications for the Position Prior supervisory experience in the fashion or retail industry preferred. Ability to effectively communicate with clients, colleagues, and management. Excellent problem solving and decision-making skills. Proficiency in Microsoft & Apple technology. Ability to multi-task in a fast-paced environment. Prior knowledge of XStore and Tulip a plus. Must be able to lift up to 20 pounds. Ability to be on your feet and maneuver around the store during shift hours. A Little More to Know… This position is classified as a part-time, hourly, non-exempt position. This position is based In-Store at our Lilly Pulitzer Retail Location. Given the seasonality of the business, this position may require flexible working hours, including nights, weekends, and holidays. This position is expected to collaborate effectively with other individuals in alignment with our Core Values and Core Leadership Qualities. This position requires compliance with Lilly Pulitzer policies and a detailed Code of Conduct as outlined in the Employee Handbook. This position is reviewed annually. Pay Range: $16.00/hour - $19.00/hour Pay is based on multiple factors, such as qualifications/skills/experience, geography, and state and local wage laws. In addition, bonus and/or commission and benefits including healthcare, retirement savings, paid time off/vacation, and product discounts may be offered. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, gender identity, gender expression, religious creed, sexual orientation, pregnancy, national origin, ancestry, age, military and veteran status, marital status, physical or mental disability, protected medical condition, genetic information, reproductive health decision-making, lawful off-duty use of marijuana , or any other characteristic protected by law. Lilly Pulitzer participates in E-Verify. Details in English and Spanish. Right to Work Statement in English and Spanish. If you need assistance and/or a reasonable accommodation due to a disability during the application process, please contact the Lilly Pulitzer Talent Development Department. Please click here to review our Applicant Privacy Policy.$16-19 hourly Auto-Apply 51d agoResearch Analyst
B. Riley Securities
Remote job
Research Analyst - Equity Research Join a Top-Ranked Research Platform Where Senior Leadership Makes an Impact For more than 25 years, B. Riley Securities has built a reputation as a premier small- and mid-cap research boutique, and this positioning remains the backbone of our firm. We are actively growing from a platform of approximately 400 companies under coverage, and our fundamentals-based research is widely recognized across the Street for its exceptional stock-picking performance. We are seeking experienced research analysts who can drive coverage decisions while continuing to build our leading middle-market investment bank. The B. Riley Securities Difference Research Heritage & Market Leadership 25+ year legacy as premier small-cap research boutique-founded in 1997 as a stock-picking firm focused on underfollowed companies, establishing our research-first foundation. Nationally recognized for proprietary research excellence-consistently recognized for exceptional stock-picking performance with individual analysts achieving top rankings, including #2 among all Wall Street analysts by TipRanks and top-3 StarMine EPS accuracy rankings. Growing to over 400 companies under active coverage-one of the most extensive small- to mid-cap research universes on Wall Street, focused on underfollowed or misunderstood companies. Platform Excellence & Independence Pure-play investment bank structure-operating as a debt-free, independently governed entity with enhanced transparency and a dedicated small- to mid-cap focus. Proven transaction leadership-250+ capital market transactions led since 2017, with $115 billion raised in debt/equity and more than $33 billion in M&A advisory. Differentiated thematic and proprietary research focused on small- to mid-cap companies with an emphasis on alpha generation. Unique insights gained through our value-focused strategy to unearth overlooked companies trading at a discount to intrinsic value, leveraging expertise across the B. Riley Securities platform. Multi-industry corporate access with thematic pop-ups offering unique investor insights. A full-service platform-seamless integration across investment banking, M&A advisory, and capital markets, providing comprehensive deal flow visibility. Leadership & Institutional Recognition Direct senior leadership engagement-analysts have a direct impact on firm research direction and coverage decisions, as well as active participation in investment banking initiatives. Premier investor conferences-host of flagship 25 th Annual Investor Conference (200+ companies, 1,000+ institutional investors) plus specialized industry conferences, including Consumer & TMT, Convergence, and Precision Oncology & Radiopharma. Position Overview The research analyst is focused on developing and maintaining equity research coverage within an assigned industry sector, producing insightful, cogent, and forward-looking analysis for institutional investors. This position requires establishing thought leadership in your coverage universe while actively supporting the firm's investment banking and capital markets initiatives with a focus on highly differentiated proprietary research product. Base salary range: $135,000-$175,000+, depending on experience and expertise Key Responsibilities Research Leadership & Coverage Possess in-depth knowledge of specific industry group and collaborate to identify companies for additional firm research coverage. Quickly establish equity research coverage within sector, demonstrating strong stock-picking capabilities. Write and prepare research reports, industry pieces, briefs, and flash notes with an emphasis on proactive, differentiated research. Develop and maintain detailed financial models, including DCF, comparable company analysis, and sector-specific valuation frameworks. Executive Relationships & Business Development Establish and maintain strong executive relationships with covered and non-covered companies. Develop and maintain sources of information on companies through channel checks and primary research. Actively support the investment banking team in identifying and evaluating prospective clients. Command confidence and respect in meetings with C-suite executives and prospective clients. Client & Sales Force Engagement Communicate effectively via meetings and reports with sales, trading, and institutional clients. Recommend the purchase, sale, or holding of securities with clarity and conviction. Answer inquiries from clients and the sales force regarding individual securities or industry groups with insight. Host and participate in roadshows, conferences, and event meetings to highlight and gain exposure to companies under coverage. Team Development & Mentorship Supervise and mentor associates through regular performance appraisals. Assume a leadership role in recruiting junior personnel to support your coverage. Participate in the firm's mentorship program and quarterly stock-picking competitions. Qualifications Education & Experience Bachelor's degree (preferably in finance, business, or mathematics) with outstanding academic performance. MBA, CFA, M.D., or Ph.D. preferred. Minimum four years of experience in equity research, consulting, or finance-related fields. Proven track record as an excellent stock picker with demonstrable performance. Technical Expertise Strong competence in financial modeling, valuation, and financial analysis. Understanding of corporate finance and equity markets. Proficiency with Bloomberg, BlueMatrix, and FactSet. Licenses Required SIE, Series 86 and Series 87 licenses required. Support provided for license maintenance and continuing education. Communication & Leadership Proven track record of verbal and written communication skills. Ability to articulate complex concepts to both buy-side clients and C-suite executives. Demonstrated ability to work in a fast-paced, team-oriented environment. Exceptional client and business development skills. Ability to network and build relationships across the industry. Coverage Sectors Research analysts join teams covering sectors where B. Riley Securities has established expertise: Consumer, Media & Entertainment Diversified Industrials, Homebuilders & Building Materials Discovery Group (industry vertical unconstrained small-/mid-cap) Energy & Natural Resources Financial Services Healthcare Real Estate Technology Benefits & Professional Development Compensation & Benefits Competitive base salary with quarterly performance-based bonus structure. 401(k) profit-sharing retirement plan. Comprehensive medical, dental, and vision insurance. Company-paid life and disability coverage. Paid holidays, vacation, maternity, paternity, and sick leave. Professional Development Mentorship program participation and leadership. Conference participation at industry and B. Riley Securities events. Continuing education support, including CFA program. Access to training programs and executive education. About B. Riley Securities B. Riley Securities provides comprehensive investment banking and capital markets services across all industry verticals, with our equity research platform serving as the intellectual foundation of the firm. Investment banking services include initial, secondary, and follow-on offerings; institutional private placements; M&A advisory; SPACs; corporate restructuring; and recapitalization. BRS is widely recognized for thematic proprietary equity research, and our clients benefit from our extensive network and industry expertise, as well as from the proven execution capabilities of our end-to-end financial services platform. Equity research platform: ************************************************ B. Riley Securities, Inc. employees enjoy competitive salaries, access to our 401(k) profit sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage. Inclusion and Equal Opportunity Employment: B Riley Securities is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.$135k-175k yearly Auto-Apply 60d+ agoClient Relationship Manager (CRM)
Rine Landscape Group
Columbus, OH
Client Relationship Manager (CRM) and Duties Job Description The CRM serves as the primary client contact for new and existing maintenance and enhancement clients within the Maintenance division. This role involves communicating contract specifications to the Maintenance Production Manager and collaborating with the Maintenance team(s) to ensure services are performed profitably with high client satisfaction. The CRM is responsible for the necessary follow-up and follow-through to consistently deliver exceptional client experience, maintain quality control, and facilitate renewals. Additionally, the CRM recommends and sells enhancements regularly to meet the property's needs and increase client satisfaction. In addition, the CRM is responsible for qualifying and selling new maintenance prospects. Core Responsibilities (Accountability Chart) Renewals New Maintenance/Enhancement Sales Quality Control/QSA's Enhancement opportunities Client Interface/Owns client experience Duties Client Interface/Owns Client Experience Develop strong, positive relationships with RLG clients through clear, proactive, and consistent communication. Become a trusted advisor, focusing on meeting client needs and providing candid feedback on client relationships, including the clients' perceptions of the product and service. Maximize client retention through proactive engagement and exceptional service. Coordinate, conduct, and facilitate client transitions from Install to Maintenance Prepare and present proposals professionally, adhering to company standards Ensure all proposals are prepared and approved prior to client presentations Respond promptly to all client inquiries and requests for proposals. Responses are provided the same day if received before 5:00 PM; otherwise, before 10:00 AM the following business day (5/10 rule) Maintain records and tracking of all proposals in progress with timely follow-ups to maximize sales opportunities Aggressively pursue all open proposals Maintain the Aspire database of current, prospective, and past clients to support marketing and sales efforts Expectations - Onsite expectations for client properties Properly document each visit in Aspire, including: Arrival time Site Audit results Properly document issues and assign them to the correct individual/department Warranty issues identified with remedy Quality issues identified Log enhancement opportunities in an Aspire Opportunity with appropriate follow-up tasks created Renewals In Aspire, prepare pricing, generate proposals, and deliver renewal proposals to all current Maintenance clients. Once the proposal has been delivered, adhere to the follow-up schedule until the proposal has been accepted or declined. Expectations Renewal rate goal = 95% Provide renewal proposal and obtain client's signature according to the following: Sent to clients Snow = August Maintenance = September Signed by clients Snow = October Maintenance = November Enhancement Sales An Enhancement project is an additional landscape project for a new or existing client that the Maintenance Enhancement Team can perform without the Installation Team's involvement. In Aspire, prepare pricing, generate an enhancement proposal, and deliver it to the client. Once the proposal has been delivered, adhere to the follow-up schedule until the proposal has been accepted or declined. Expectations Revenue Goal = 50% of contract maintenance goal All proposal follow-ups must be logged in Aspire on the Opportunity record Quality Control/QSA's Ensure all contracted services meet or exceed RLG standards and client expectations. Proactively inspect properties and identify problems in the landscape before clients do. Communicate to appropriate parties any problem areas and work to find an immediate resolution. Define a solution that addresses the client's needs and is within budgetary parameters. Make recommendations regarding qualifying or disqualifying warranty work. Coordinate the completion of warranty work per contract or instructions from the Maintenance Production Manager. Expectations Visit client properties based on groupings Complete the appropriate quality site audit Success Behaviors Client-centered and focused Energetic self-starter demonstrating initiative Excellent communication and interpersonal skills Strong organizational and time management skills Consultative sales approach focused on solving issues for clients A keen eye for detail Results and action-oriented Effective problem-solving skills Ability to handle adversity Performs and demands excellent quality in their work and from others Technically competent and skilled We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.$70k-114k yearly est. Auto-Apply 60d+ agoOffice Supervisor, Managed Operations
Jth Tax LLC
Columbus, OH
Job Title: Office Supervisor Department/Business Unit: Managed Operations Reports to: Regional Leadership Status: Seasonal FLSA Status: Non-Exempt The Office Supervisor is responsible for overseeing the daily operations of a single Liberty Tax office within the Managed Operations structure. This role provides leadership to office staff, ensures compliance with company procedures, drives operational performance, and delivers exceptional customer service. The Office Supervisor acts as a key liaison between the tax office and Regional Leadership. Responsibilities/Duties Office Management: Manage day-to-day operations of the office, ensuring effective workflow and a professional environment. Oversee staffing, scheduling, and supervision of office employees including Tax Preparers and administrative personnel. Monitor and report office performance metrics, addressing any operational issues. Customer Service: Ensure delivery of exceptional client service throughout the tax season. Serve as the main point of contact for client concerns, resolving issues quickly and professionally. Maintain a clean, welcoming office environment that promotes positive customer experience. Compliance and Accuracy: Ensure adherence to all company policies and procedures. Maintain compliance with federal, state, and local regulations applicable to tax operations. Monitor return preparation accuracy and assist staff with technical or compliance-related questions. Staff Leadership and Development: Lead recruitment and onboarding of seasonal staff. Provide training, coaching, and performance feedback to all office employees. Foster a collaborative, high-performing team culture. Marketing and Community Engagement: Execute local marketing strategies to promote office visibility and drive business growth. Participate in outreach initiatives to attract new clients and build brand awareness. Documentation and Reporting: Ensure completion and submission of daily operational reports. Maintain organized and accurate documentation for client files, employee schedules, and performance metrics. Qualifications Strong leadership and organizational skills. Ability to multitask and prioritize in a fast-paced environment. Excellent verbal and written communication abilities. Customer-focused mindset with strong interpersonal skills. Experience using Microsoft Office Suite and tax preparation software. Ability to work independently and manage staff performance effectively. Must have PTIN or eligible to receive Minimum 3 years previous tax preparation experience is preferred Education and Experience High school diploma or equivalent required; associate's degree or higher preferred. Minimum of 1-2 years of office management or supervisory experience. Prior tax preparation or financial services experience is a plus. Physical Requirements Position requires working at a desk or in an office environment for extended periods. May require occasional lifting of supplies up to 25 pounds. Position may also require standing and walking for short periods. Must be able to work evenings and weekends during peak season. Work Environment The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties. While performing the duties of this job, the employee may be exposed to adverse weather conditions for small periods of time. Employee Acknowledgement This job description is not intended to be an exhaustive list of responsibilities, skills, duties, or requirements. Liberty Tax Service reserves the right to revise the functions of the job or to require that additional or different tasks be performed when business needs change. Liberty Tax Service is an equal opportunity employer.$34k-53k yearly est. Auto-Apply 56d agoBeauty Advisor
Saks & Company
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 the many SFA services and tools offered to obtain and grow their business. The Beauty Advisor utilizes their 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 Have a good sense of timing, is a good listener, and can get cooperation with little disruption Have ability to learn and utilize online clienteling tools and software and are comfortable using social media and technology. You Will Also Have: Preferred but not required: Experience within the Beauty industry Preferred but not required: Previously demonstrated successful sales experience 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 client loyalty 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 60d+ agoDirector, Security Operations
Cybersheath
Remote job
CyberSheath Services International LLC is a rapidly growing Managed Services Provider primarily focused on providing Cybersecurity services to the Defense Industrial Base (DIB). We are excited to be expanding our staff due to our growth and are looking to add to our team! CyberSheath integrates compliance and threat mitigation efforts and eliminates redundant security practices that don't improve and, in fact, may weaken an organization's security posture. Our professionals tell clients where to stop spending, where to invest, and how to take what they are already doing and integrate it in a way that delivers improved security. Successful candidates for CyberSheath are self-motivated, think out of the box, work, and solve issues independently. Additionally, our most successful people are self-starters and willing to put on many hats in order to succeed. CyberSheath is fast-growing and seeks candidates who want to be part of our upward trajectory. Job Overview The Director of Security Operations will lead the operational security strategy, governance, and delivery functions for a managed service provider supporting a diverse client base. This role is accountable for overseeing the Security Operations Center (SOC), implementing incident detection and response capabilities, managing a security operations team, and ensuring compliance with client contractual obligations and industry regulations. The Director will collaborate with technology, compliance, and client-facing teams to align security operations with broader business objectives. Key Responsibilities Leadership & Strategy Develop and execute the overall vision for the Security Operations Center (SOC) in alignment with organizational goals and client requirements. Build, mentor, and lead a high-performing team of security analysts, engineers, and incident responders. Establish and maintain operational metrics, key performance indicators (KPIs), and service-level agreements (SLAs) to demonstrate effectiveness. Serve as the primary escalation point for severe security incidents across the client base. Operational Management Direct daily SOC activities including threat monitoring, incident detection, response, remediation, and forensic investigations. Oversee the development of runbooks, playbooks, and procedures for security incident handling. Coordinate with engineering teams on deployment and continuous improvement of security monitoring tools, SIEM, endpoint detection, and intrusion detection systems. Ensure consistent delivery of managed detection and response (MDR) and managed security services (MSS) to clients. Client & Stakeholder Engagement Act as the senior point of contact for clients on all security operations matters. Provide regular reporting, executive summaries, and recommendations on threat intelligence, vulnerabilities, and incident response posture. Support sales and account management by participating in prospective client meetings and articulating security capabilities. Ensure security deliverables and compliance obligations are met for each client contract. Risk & Compliance Oversee vulnerability management and coordinate with client IT teams on remediation efforts. Ensure alignment with frameworks like CMMC, NIST CSF, ISO 27001, CIS Controls, and relevant regulatory requirements (HIPAA, PCI DSS, GDPR, etc.). Partner with compliance and risk teams to ensure audit readiness and coordinate evidence collection. Continuously review and update security policies, procedures, and technologies to align with emerging threats. Innovation & Continuous Improvement Stay current on threat landscape trends and emerging technologies to ensure proactive defense posture. Introduce intelligence-driven improvements to incident response strategies and SOC operations. Champion automation and orchestration of operational workflows for efficiency and accuracy. Evaluate and recommend new security tools, services, and vendor solutions. Qualifications Bachelor's degree in Computer Science, Cybersecurity, Information Technology, or related field (Master's preferred). 10+ years of progressive experience in cybersecurity, including at least 5 years in leadership roles. Proven experience managing security operations in a managed services or MSSP environment preferred. Strong understanding of SOC operations, SIEM platforms, endpoint protection, threat intelligence, and incident response workflows. Familiarity with cloud security operations (AWS, Azure, Google Cloud). Demonstrated success in building and leading diverse, distributed teams. Excellent communication skills with the ability to engage technical teams and executive stakeholders. Relevant certifications such as CISSP, CISM, GIAC, or equivalent. Key Competencies Strategic thinker with hands-on problem-solving abilities. Strong leadership and organizational skills. Ability to thrive in high-pressure, fast-paced environments. Exceptional client communication and relationship management. Continuous improvement mindset and passion for innovation. Work Environment A virtual work environment Please note that this role will be part of our SOC on-call rotation CyberSheath is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, age, protected veteran status, among other things, or status as a qualified individual with a disability. Budgeted Pay Range$150,000-$180,000 USD$150k-180k yearly Auto-Apply 43d agoWork-from-Home Leadership Program
Lisa Russel
Remote job
Remote - Level Up Your Career! Requirements / Responsibilities / Rewards We've fully embraced the virtual work lifestyle. No more 9-5 grind - just flexibility, collaboration, and opportunities to learn and grow from anywhere in the world. Position Overview We're seeking a motivated professional to join our team. Work from wherever you're most productive, gain mentorship from our experienced leadership team, and develop the skills to grow into a leadership role as our company continues to expand. Key Responsibilities Lead our remote customer service team, ensuring exceptional client support and satisfaction Utilize virtual tools to manage and support your team across time zones Receive mentorship from leadership, learning essential management and operational skills Contribute fresh ideas to enhance efficiency and improve team performance Maintain professionalism and strong client relationships at all times Qualifications Previous management experience is a plus, but not required - drive to learn matters most Excellent communication skills and ability to inspire a team Comfortable working remotely in a fast-paced environment Eager to grow and advance within the company Adaptable with a positive, problem-solving mindset Benefits Flexible work schedule tailored to your lifestyle Work from anywhere with Wi-Fi Mentorship from experienced leadership to develop your skills Competitive performance-based pay and opportunities for advancement Join a dynamic, innovative team that pushes boundaries and makes a difference Apply today and kickstart your leadership journey with AO - where your potential meets endless opportunity!$51k-112k yearly est. Auto-Apply 8d agoEmerging Talent - Process Improvement Associate I (Graduating Student Opportunity)
Jpmorgan Chase & Co
Columbus, OH
JobID: 210696102 JobSchedule: Full time JobShift: Day : PLEASE NOTE: THIS POSTING IS SPECIFIC TO UNDERGRADUATE AND GRADUATE STUDENTS WHO WILL BE COMPLETING THEIR STUDIES IN THE CURRENT ACADEMIC YEAR. Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of JPMorgan Chase's commitment to operational excellence. The team partners with strategic and functional leaders to improve and enhance core components of our business, from designing innovative, streamlined ways of working to piloting cutting-edge AI solutions. Our mission is to optimize end-to-end processes, elevate the customer experience, and foster a vibrant culture of continuous improvement. We are committed to shaping a future where innovation and excellence are at the heart of everything we do. As a Process Improvement Associate I at JPMorgan Chase, you will contribute to enhancing operational efficiency and driving business transformation. You will collaborate with senior leaders to map, simplify, and document processes, reducing manual touchpoints and enhancing operational efficiency. Your work will be pivotal in transforming our business, requiring you to exercise initiative and judgment to resolve short-term challenges and propose strategic improvements. You will leverage your foundational knowledge and innovative mindset to support process improvement initiatives across various departments. Your ability to collaborate with teams, analyze data, and communicate effectively will be crucial in achieving our organizational objectives. Job Responsibilities: * Collaborate with project teams to support process improvement and organizational change initiatives. * Assist in project planning and execution, including defining scope, goals, and deliverables. * Analyze business processes and data to identify areas for improvement and automation. * Contribute to the development of process maps, workflows, and documentation. * Support cross-functional collaboration to achieve common goals. * Engage in continuous learning and skill development. * Work with Process Improvement Managers and Program Managers to craft and deliver a compelling narratives to influence action on key business decisions and major change initiatives Required Qualifications, Capabilities, and Skills: * Undergraduate degree in a related field such as Business, Engineering, or Data Science. * Experience in process improvement, data analysis, or project management. * Possesses strong problem-solving abilities, along with exceptional client management and executive-level communication skills. * Strong analytical and problem-solving abilities, including data mining and analysis. * Proficient in relationship building, with experience in supporting diverse teams with varied experiences, skills, and backgrounds. * Innovative mindset with a willingness to experiment and adapt. * Effective communication skills, both written and verbal. Preferred Qualifications, Capabilities, and Skills: * Familiarity with digital process tools and AI systems. * Exposure to data analytics and visualization tools. * Understanding of agile methodologies and change management principles. * Interest in continuous improvement and operational excellence. * Utilize systems thinking to analyze complex processes and identify areas for optimization and integration. * Utilize customer service principles to ensure process improvements are aligned with customer needs and enhance overall satisfaction. * Working knowledge of, or exposure to business intelligence software such as Tableau or Alteryx$38k-62k yearly est. Auto-Apply 40d agoVice President 2, NorAm Operations - Universities
Sodexo S A
Remote job
Role OverviewSodexo has an exciting new opportunity for a Vice President 2, Operations - Campus, which will cover South Texas, Louisiana, and Mississippi. Reporting to the Chief Operating Officer, you will be responsible for the client retention and growth capabilities through Leadership Development, Client Partnerships and Operational Excellence. This is a remote position, and the selected candidate will live in the region. IncentivesAIP & LTIWhat You'll DoAchieving segment goals by providing the leadership, management, and oversight necessary to ensure that the business has the proper solutions, products, metrics, and talent in place to effectively grow the organization and meet/exceed defined revenue, profitability targets, and other KPIs. Achieves exceptional client relations and ensures the facility's product offerings/solutions align with client needs. Contributing to the innovation of services to expand Sodexo's Service Solutions for current and prospective clients. Overseeing proposal development activities, including positioning, strategy development, customer negotiations, contract review, and pricing/costing. Resolving client issues and concerns with agility and professionalism. Establishing organizational protocols and systems to identify client issues, trends, and opportunities and effectively integrate them into area strategies. Balancing retention efforts at current clients with new business development opportunities and reallocating resources across the territory as needed to ensure operational excellence within all accounts. Hiring, growing, and developing current and future talent. Providing positive and constructive feedback through coaching, mentoring, and counseling. In collaboration with Sales and Brand Teams, designing and implementing Strategic Partnership programs for the area that create value for clients/prospects. Responsible for the area communication and marketing plans. Establishing visibility and relevance for Sodexo in the area's industry by preparing presentations to management groups, leadership groups, and boards to explain the company's market position and initiatives. As a Change Champion, prepares the area's culture to adapt to and embrace ongoing, fundamental changes that will enable the business to grow and prosper. What We OfferCompensation is fair and equitable, partially determined by a candidate's education level or years of relevant experience. Salary offers are based on a candidate's specific criteria, like experience, skills, education, and training. Sodexo offers a comprehensive benefits package that may include: Medical, Dental, Vision Care and Wellness Programs 401(k) Plan with Matching ContributionsPaid Time Off and Company HolidaysCareer Growth Opportunities and Tuition ReimbursementMore extensive information is provided to new employees upon hire. What You BringExceptional client relations skills, strong strategic leadership, solid understanding of business diagnostics,Strong financial acumen, talent management, strong communication and project management skills. Experience in the Universities segment handling complex financial accounts as well as experience operating in a multi-cultural environment. Have a strong professional drive and passion for the industry. Who We AreAt Sodexo, our purpose is to create a better everyday for everyone and build a better life for all. We believe in improving the quality of life for those we serve and contributing to the economic, social, and environmental progress in the communities where we operate. Sodexo partners with clients to provide a truly memorable experience for both customers and employees alike. We do this by providing food service, catering, facilities management, and other integrated solutions worldwide. Our company values you for you; you will be treated fairly and with respect, and you can be yourself. You will have your ideas count and your opinions heard because we can be a stronger team when you're happy at work. This is why we embrace diversity and inclusion as core values, fostering an environment where all employees are valued and respected. We are committed to providing equal employment opportunities to individuals regardless of race, color, religion, national origin, age, sex, gender identity, pregnancy, disability, sexual orientation, military status, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. If you need assistance with the application process, please complete this form. Qualifications & RequirementsMinimum Education Requirement - Bachelor's degree or equivalent experience Minimum Management Experience - 10 years Minimum Functional Experience - 10 years of multi-unit, support, or strategic leadership experience$123k-202k yearly est. 3d agoVirtual Coordnation Specialist
AWTB
Remote job
Work from anywhere as a Virtual Coordination Specialist helping clients plan and manage vacations. Responsibilities: Coordinate flights, hotels, and activities. Maintain clear communication with clients. Track deadlines and documentation. Deliver exceptional client service. Qualifications: Strong computer and communication skills. Highly organized and dependable. Self-starter with customer service experience. What We Offer: Flexible, fully remote role. Mentorship and growth path. Travel benefits and recognition programs.$34k-59k yearly est. 60d+ agoV104 - Collections & Sales Intake Assistant
Flywheel Software
Remote job
For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022! Job Description: Join Job Duck as a Collections & Sales Intake Assistant. In this role, you'll be the backbone of daily operations, ensuring smooth communication, timely scheduling, and exceptional client service. You'll manage emails, organize client folders, answer phones, and keep the practice running efficiently through proactive follow-up and attention to detail. This position is ideal for someone with a strong sales background who understands the urgency of converting leads and can confidently handle client collections. Highly organized and assertive professionals who thrive in fast-paced environments will excel in this role. If you're motivated, analytical, and passionate about helping businesses succeed, this is your opportunity to make a meaningful impact every day. Salary Range:1,150 - 1,220 US per month Responsibilities include, but are not limited to: Manage follow-ups with potential clients and ensure consistent pipeline movement Answer phones and provide professional client support Schedule all incoming leads promptly to ensure no opportunities are lost Support overall practice operations with professionalism and discretion Post content on social media platforms several times per week Support collections efforts by following up firmly and proactively with clients Manage calendar and ensure timely appointments Manage and organize email inbox, billing emails, and filing into client folders Coordinate newsletters using provided templates and content Requirements: Strong sales mindset with ability to convert leads Detail-oriented with sharp analytical thinking Assertive and confident in decision-making Extroverted and ability to engage confidently Highly organised with excellent time-management skills Familiarity with social media management Tools used: • CRM: Practice Panther • Microsoft Suite and OneDrive • VoIP: RingCentral • Email and Calendar: Outlook Work Schedule: Monday-Friday Expected call volumes: 16 -30 daily Location: Remote Eastern Standard Time [EST] Work Shift: 9:00 AM - 6:00 PM [EST][EDT] (United States of America) Languages: English, Spanish Ready to dive in? Apply now and make sure to follow all the instructions! Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process. Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.$30k-41k yearly est. Auto-Apply 8d agoAssociate Client Advocate - Midwest Region
Willis Towers Watson
Columbus, OH
WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com. Description The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level. This role works in conjunction with a Producer and Client Advocate within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client's insurance and risk management needs. The ACA has a strong connection to the client's business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting new business efforts. The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client presentations/proposals, assist and respond to defensive RFPs, and attend oral presentations where required. As an ACA you are expected to have: * Basic negotiation skills and demonstrated experience * Basic account management skills and demonstrated experience * Basic project management skills and demonstrated experience * Strong presentation skills * Ability to adapt to change * Solid organization skills * Ability to mentor a Client Specialist colleague As an ACA you have the potential to serve as a mentor to other ACAs, a partner/ team member for others within your IVD, or an ACA Leader. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role * Retains existing book of business, develops, and strengthens client relationships * Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience * Provides direct or supporting strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. * Recommend appropriate solutions throughout the policy term (including acquisition due diligence) * Maximizes the profitability of the client account & drives retention of that business * In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting * Collaborates with client teams during Internal and External Strategy Meetings * Engages with sales and broking to understand marketplace changes * Supports the fee/compensation agreement and overall client invoicing processes * Supports defensive RFP responses * Aids in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules * Coordinates the renewal process to establish and implement the client-specific renewal strategy, collaborates with WTW resources and industry groups to develop and deliver renewal to clients * Ensures all policy requirements (legal, regulatory & compliance) are met * Client-level coordination & management of all service delivery (GSD) * Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations * Gather and receive all client information working in collaboration with the Client Specialist * Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards Qualifications The Requirements * Targeted 5+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role, or demonstrated capabilities to complete role responsibilities * Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation * Depending on the complexity of accountability to understand, interpret, analyze, and/or present analytical models * Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs * Negotiation skills - the ability to drive conflict resolution and secure concessions without damaging relationships. * Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace * Knowledge of commercial insurance renewal end-to-end process, steps and owners * Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations * Daily management of work assignments, mentoring, and collaboration with a Client Specialist * Receptive to feedback; critical thinking and problem-solving skills, high adaptability * Supports Client Advocate (CA) in advocating for change. Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal/external stakeholders, and provides clear guidance to ensure others fulfill roles effectively * Strong project management skills: Support the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects * Proficient Microsoft Office skills and familiarity with other relevant online tools * Must achieve and maintain an active insurance broker's P&C license, and complete various continuing education activities as needed * Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM) This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. Compensation The base salary compensation range being offered for this role is $90,000-$120,000 USD per year. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) * Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only) * Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets$90k-120k yearly 24d agoAlternative Investments Product Specialist - All Locations
CAIS
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+ agoTableau Solutions Architect
Phdata
Remote job
Join ph Data, a dynamic and innovative leader in the modern data stack. We partner with major cloud data platforms like Snowflake, AWS, Azure, GCP, Fivetran, Pinecone, Glean, and dbt to deliver cutting-edge services and solutions. We're committed to helping global enterprises overcome their toughest data challenges. ph Data is a remote-first global company with employees based in the United States, Latin America, and India. We celebrate the culture of each of our team members and foster a community of technological curiosity, ownership, and trust. Even though we're growing extremely fast, we maintain a casual, exciting work environment. We hire top performers and allow you the autonomy to deliver results. 6x Snowflake Partner of the Year (2020, 2021, 2022, 2023, 2024, 2025) Fivetran, dbt, Atlation, and AWS Partner of the Year #1 Partner in Snowflake Advanced Certifications 600+ Expert Cloud Certifications (Sigma, AWS, Azure, Dataiku, etc) Recognized as an award-winning workplace in the US, India, and LATAM Join ph Data's Elastic Platform Operations (EPO) team as a Solutions Architect, providing industry-leading managed services for cloud-native data platforms like Snowflake, AWS, and Azure. About You: We are seeking qualified Solutions Architect, with Tableau Server Administration experience to help deliver our Elastic Operations service from our Managed Services team as we continue our rapid growth. This expansion comes at the right time with increasing customer demand for data and platform solutions. In addition to the phenomenal growth and learning opportunities, we offer a competitive compensation plan, including base salary, training, and certifications. As a Solutions Architect on our Managed Services Team, you will be responsible for technical delivery for technology projects related to Tableau administration and services hosted in the cloud. Key Responsibilities: Administer and manage Tableau Server and Tableau Cloud (Tableau Online), including security, governance, user access, schedules, and data refreshes. Troubleshoot and resolve refresh failures, broken datasets, access requests, and slow performance across Tableau reports/dashboards; implement durable fixes and prevention. Design, architect, and implement large‑scale data platform solutions on Snowflake, AWS, and Azure, including data lakes, data warehouses, and integrations. Create and publish Tableau reports, dashboards, and workbooks; diagnose and fix visual and data issues; recommend optimizations for datasets, extracts, and visuals. Provide configuration, infrastructure, and performance tuning recommendations for Tableau Server (scalability, HA, caching, extracts vs live, backgrounder optimization). Lead platform modernization and data migrations to cloud platforms (e.g., Snowflake, Redshift), ensuring robust integration with upstream and downstream systems. Identify and implement automation to improve platform reliability and productivity (provisioning, deployments, permissions, monitoring, cost controls). Establish platform security and Data Governance best practices (RBAC, SSO/SAML, encryption, auditing, compliance controls) across Tableau and cloud data platforms. Engineer resilient processes to adapt to changes in upstream sources; plan and communicate breaking changes to minimize downstream impact and ensure scalability. Deliver project‑based consulting to deploy, manage, govern, and optimize Tableau and cloud data platforms; act as a trusted advisor to meet business goals. Run client communications: weekly status reports, proactive working sessions, feedback loops, and expectation management. Manage operations: report subscriptions, alerts, and embedding Tableau dashboards into other applications. Respond to pager incidents, perform deep problem analysis across customer workflows, and resolve complex production issues. Document best practices for Tableau administration and cloud data platforms; build onboarding and end‑user training materials. Partner with sales, engineering, and support for seamless delivery; mentor junior engineers and promote a learning culture. Required Skills & Experience: 10+ years architecting, designing, implementing, and operating cloud‑native data platforms and solutions (Solutions Architecture). 5+ years administering, configuring, and developing on Tableau Server and/or Tableau Cloud. Exceptional client‑facing communication and project management; able to present to executives and produce clear solution documentation. Cloud expertise across AWS and Azure services relevant to data platforms (e.g., S3, ADLS, Kinesis, Data Factory), and strong hands‑on with Snowflake. Enterprise data platform operations: performance tuning, capacity planning, cost optimization, observability, and incident response. Ability to provide configuration, infrastructure, and performance tuning guidance for Tableau Server (including backgrounders, VizQL, caching, extracts, and scaling). Administrative automation using PowerShell, Bash, command‑line tooling, or the Tableau REST API; familiarity with TSC/TSM automation. Expertise with Tableau Server maintenance and upgrades via Tableau Services Manager (TSM). Strong SQL mastery (advanced Microsoft SQL-writing, debugging, and optimizing). DevOps/IaC proficiency: Terraform or CloudFormation; CI/CD with Bitbucket or GitHub; versioning, testing, promotion workflows. Data integration experience with tools such as AWS DMS, Azure Data Factory, Matillion, Fivetran, or Spark. Strong problem solving with demonstrated curiosity and continuous learning mindset. Nice‑to‑Have Tooling & Patterns (Consolidated): Orchestration and ELT frameworks (e.g., dbt, Spark), streaming/messaging (e.g., Kafka), cost/usage monitoring, secrets management, policy‑as‑code. Observability for both Tableau and data platforms (logs, traces, metrics, query profiling, workload management). Preferred Qualifications: Certifications: Tableau Server Certified Associate or Tableau Certified Architect; Snowflake SnowPro Core. Experience with enterprise data governance and compliance frameworks for Tableau and cloud data platforms. Experience deploying Tableau Server on both Windows and Linux. Automation pipelines for Tableau and platform operations (preferred Python). CI/CD database deployment tooling (e.g., Flyway, Liquibase). Exposure to broader analytics tools such as Alteryx and KNIME. Education: A Bachelor's degree in Computer Science, Engineering, or a related field is highly preferred Advanced degrees or equivalent certifications are preferred. Why ph Data? Remote-First Work Environment Casual, award-winning small-business work environment Collaborative culture that prizes autonomy, creativity, and transparency Competitive comp, excellent benefits, 4 weeks PTO plan plus 10 Holidays (and other cool perks) Accelerated learning and professional development through advanced training and certifications ph Data celebrates diversity and is committed to creating an inclusive environment for all employees. Our approach helps us to build a winning team that represents a variety of backgrounds, perspectives, and abilities. So, regardless of how your diversity expresses itself, you can find a home here at ph Data. We are proud to be an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, veteran status, genetic information, disability, or other applicable legally protected characteristics. If you would like to request an accommodation due to a disability, please contact us at People Operations.$93k-139k yearly est. Auto-Apply 38d agoSaaS Project Manager
Agilent Technologies
Remote job
The SaaS Project Manager is responsible for managing the onboarding and deployment of our SaaS solutions. They are functional project managers working closely with the customer counterpart to deploy and integrate Agilent products or services into the customer environment. The Project Manager additionally will, escalate client issues (when appropriate), and collaborate with other Agilent teams, as needed. Principle Duties/Responsibilities: Act as functional consultant for clients. Understand and analyze client business requirements, provide guidance on optimal configuration options to meet client needs, and prepare client for deployment. Effectively communicate project expectations to clients, colleagues, and project sponsors in a clear and timely manner. Oversee multiple, simultaneous projects by continually motivating clients, ensuring project expectations/timelines are met, and issues are addressed. Develop project plans based on client requirements, arrangement of project team, and resources available. Can lead meetings, update customers, and maintain documentation that is shared with customers, sales and management. Understands customer needs and goals to mitigate risk and ensures effective delivery of Agilent services and solutions. Stay abreast of new releases and product functionality to ensure successful implementation for clients. Collaborate with Customer Success Manager to ensure successful onboarding. Contribute to special projects as needed to ensure successful service deployments, improved internal processes/methodologies, and ongoing retention/satisfaction of client base. Escalate and support exceptional client situations. Collaborate with all other internal teams. Maintain and continuously improve SaaS implementation methodology and processes. As an Agilent employee, we expect that you perform your duties and responsibilities to the best of your ability. We further expect that during your employment by Agilent, you devote your full business time and energies to the business and affairs of Agilent, and do not undertake any other employment from any person or entity. Qualifications Has a relevant scientific background with previous laboratory experience or laboratory instrumentation experience 4+ years of experience and proven track record of project delivery on the Implementation team, or related experience Ability to quickly grasp customer requirements and propose creative solutions Outstanding communication and organizational skills Excellent analytical, leadership, and problem-solving skills Ability to build and foster good relationships Ability to balance competing priorities Self-motivated and directed individual Team-oriented perspective Ability and willingness to travel 20-25% of the time. Bachelor's degree, or comparable experience Additional Details This job has a full time weekly schedule. It includes the option to work remotely. Applications for this job will be accepted until at least February 4, 2026 or until the job is no longer posted.The full-time equivalent pay range for this position is $93,760.00 - $175,800.00/yr plus eligibility for bonus, stock and benefits. Our pay ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. During the hiring process, a recruiter can share more about the specific pay range for a preferred location. Pay and benefit information by country are available at: ************************************* Agilent Technologies, Inc. is an Equal Employment Opportunity and merit-based employer that values individuals of all backgrounds at all levels. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to sex, pregnancy, race, religion or religious creed, color, gender, gender identity, gender expression, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status, registered domestic partner status, age, sexual orientation, military or veteran status, protected veteran status, or any other basis protected by federal, state, local law, ordinance, or regulation and will not be discriminated against on these bases. Agilent Technologies, Inc., is committed to creating and maintaining an inclusive in the workplace where everyone is welcome, and strives to support candidates with disabilities. If you have a disability and need assistance with any part of the application or interview process or have questions about workplace accessibility, please email job_******************* or contact ***************. For more information about equal employment opportunity protections, please visit *************************************** Required: 10% of the TimeShift: DayDuration: No End DateJob Function: Services & Support$93.8k-175.8k yearly Auto-Apply 2d agoJ.P. Morgan Wealth Management - Investment Professional - Westerville, OH
Jpmorgan Chase & Co
Remote job
JobID: 210689163 JobSchedule: Full time JobShift: : At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. Job Responsibilities * Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone * Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs * Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions * Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills * Strong compliance record in prior position(s) and ability to hold a registration in all 50 states * Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment * Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change * Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills * Bachelor's degree preferred or equivalent experience * 2 years of relevant financial services or brokerage experience * Flexibility, self-motivation, coachability, and passionate for helping people * Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information * Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. * Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)$57k-103k yearly est. Auto-Apply 56d agoVirtual Assistance Representative
Lisa Russel
Remote job
Remote - Lead, Learn, and Grow Requirements / Responsibilities / Rewards In response to changing times, We have embraced a fully virtual work environment, prioritizing flexibility, professional growth, and collaboration beyond the traditional 9-5 model. Our transition to remote work has opened doors to learning opportunities, mentorship, and career advancement for our team members. Position Overview We're seeking a motivated Remote Client Service Manager to lead and support our remote service team. In this role, you'll work from home, collaborate across multiple time zones, and receive mentorship from our leadership team. As AO continues to grow, this is a unique opportunity for someone eager to develop into a leadership role. Key Responsibilities Lead and oversee a remote service team, ensuring exceptional client satisfaction Utilize virtual communication tools to manage and support team members across locations Receive mentorship from leadership to enhance your management skills Drive improvements and implement best practices to support operational growth Uphold high standards of professionalism, integrity, and customer-centricity Qualifications Previous management experience preferred Excellent communication and interpersonal skills Self-motivated, adaptable, and able to thrive in a virtual work environment Strong desire to learn, grow, and advance into a leadership position Ability to excel in a fast-paced, dynamic environment Benefits Flexible work schedule tailored to your preferred time zone Fully remote work with exposure to experienced professionals Mentorship from leadership focused on your success and growth Competitive performance-based compensation with advancement opportunities Join a progressive, collaborative team that values innovation and personal development Take your career to the next level with AO! Apply now to join our remote team and make a meaningful impact while growing into a leadership role.$37k-50k yearly est. Auto-Apply 5d ago
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