Job Description
Join SmartFinancial: Empowering Insurance Agents with Cutting-Edge Technology
We offer a GUARANTEED BASE and UNCAPPED COMMISSION! : Our reps earn anywhere from $80-150K in commissions and performance bonuses. Our top reps are earning over $200k!
We offer a $45,000 Base + UNCAPPED COMMISSION!
Welcome to SmartFinancial-where innovation meets impact. Our mission is simple: help insurance agencies grow faster with our cutting-edge technology. Proudly voted a Best Place to Work four years running, we're one of the fastest-growing tech companies in the nation.
As a leading insurance marketplace, we connect millions of shoppers with our expansive network of trusted insurance partners.
Now we're searching for elite sales talent-the kind of people who thrive on winning and love what they do.
What You'll Do
As an Inside Sales Representative, you'll be an integral part of our team, and you'll be tasked with:
High-Volume Outreach: Conduct 150-250 outbound calls daily to insurance agents and agencies.
Sales and Education: Educate potential clients about our products and services, and drive sales.
Target Achievement: Meet or exceed agreed-upon sales targets.
Client Relationship Building: Network and establish strong relationships with new clients.
Sales Cycle Management: Handle the entire sales process from initial contact to deal closure.
CRM Management: Maintain accurate records of all sales activities and client interactions in our CRM system.
What We're Looking For
Rapport Building: Ability to connect with clients quickly and effectively.
Phone and Interpersonal Skills: Strong skills in handling objections and building relationships over the phone.
Sales Expertise: Proven negotiation and closing skills, with a history of meeting or exceeding sales goals.
Sales Cycle Management: Experience managing the full sales cycle, from prospecting to closing.
CRM Proficiency: Familiarity with CRM systems and sales automation tools.
Adaptability: Thrive in a fast-paced, dynamic work environment.
Preferred Experience: Background in B2B sales, Inside Sales, Telesales, Solar, Digital Marketing, or B2C sales (e.g., debt consolidation, tax relief, insurance).
What We Offer
$45,000 guaranteed base salary
UNCAPPED COMMISSION! Upfront and residual commission Our reps typically earn between $80-150K in commissions and performance bonuses, with top performers exceeding $200K!
Comprehensive Benefits: High-quality health insurance and a 401k plan with company match.
Incentives: Employee referral bonuses, daily and weekly cash giveaways.
Training and Development: Extensive paid product training and world-class inside sales training.
Career Growth: Advancement opportunities with a focus on promoting from within.
Why You'll Love It Here
At SmartFinancial, we believe in working hard and playing hard. You'll be part of a supportive, dedicated team in a fast-paced and energetic environment. Our user-friendly sales CRM and commitment to employee development ensure you have the tools and training needed to succeed. With major expansion planned for 2026, there will be more growth opportunities than ever for top performers.
We'd especially like to highlight our World Class Culture, which our employees say is the best thing about working at SmartFinancial. We have great SLACK channels for work and play, which keep you connected with your fellow employees throughout the day.
Exciting Company Events:
Summer Beach Party
Holiday Yacht Party
Chilli Cook-off
Cinco De Mayo Taco Guy
Team Outings (TopGolf, Duffy Boats, etc.)
Company Potlucks
We also have Penny, our company mascot. Like swag themed after a pink pig wearing glasses? Just. You. Wait.
Join SmartFinancial and become a key player in driving growth for insurance agencies. Apply now, and let's achieve success together!
SmartFinancial is an equal opportunity employer, and we celebrate diversity and are committed to creating an inclusive environment for all employees. To learn more about our results-focused culture and employee-focused perks, read more on our careers page.
$37k-68k yearly est. 20d ago
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Aviation Executive Director - Growth, Ops & Strategy
Avairpros 3.6
San Francisco, CA job
A premier aviation management company is seeking a Managing Director in San Francisco. The role involves overseeing financial and operational aspects, developing strategic initiatives, and managing key relationships within the airport community. Candidates should have over 10 years of leadership experience, a relevant degree, and an in-depth understanding of commercial aviation. This position offers a competitive salary and comprehensive benefits, including health insurance and retirement plans.
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$101k-164k yearly est. 3d ago
Commercial Banker Senior
City National Bank of Florida 4.1
Tallahassee, FL job
About The Role
The Commercial Banker Senior is pivotal in driving production by managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role actively collaborates with the sales team to establish, build, and maintain strong banking relationships, significantly contributing to the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, portfolio management, risk identification, and adherence to loan covenants. Key responsibilities also encompass ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands strong individual initiative and effective collaboration to achieve and exceed business objectives.
Principal Duties and Responsibilities:
Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics.
Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals.
Independently analyzes creditworthiness and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to determine potential creditworthiness.
Generates proposals and develops sales strategies at an expert level.
Develops, expands, and maintains referral sources.
Documents the relationship management process.
Works with clients to analyze problems and propose solutions.
Acts as the client's advocate in securing suitable credit and cross-selling products and services.
Structures and completes secured and unsecured business loans.
Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents.
Organizes and leads involved sales initiatives, including generating complex, customized proposals.
Works to develop and maintain solid relationships with all partners.
Maintains expert-level knowledge of all bank products and services.
Participates in special projects as needed.
Must be willing to participate in community organizations and activities.
Qualifications:
8-10 years experience in Commercial Banking Required
Must have strong credit and lending understanding and experience.
Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability.
Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services.
Demonstrated strong financial acumen and high level of problem solving skills.
Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations.
Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally.
Knowledge of Microsoft Office products: Word, Excel and Outlook.
Formal credit training, preferred.
Education:
Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered.
Special information to candidates:
City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at ************ or by email at **********************************.
$65k-90k yearly est. 1d ago
US Corporate Tax Leader | Team & Client Mentor
Escalon Services Inc. 4.1
Palo Alto, CA job
A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions.
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$80k-132k yearly est. 1d ago
Technical Account Manager (Western USA)
Ajax Systems Inc. 3.6
San Francisco, CA job
Ajax Systems is an international technological company and Europe's largest security system manufacturer. In addition, the company offers solutions for video surveillance, smart homes, fire detection, and flood prevention. The product portfolio includes 180 wireless and wired devices for security and automation. Today, Ajax protects over 3.5 million users in 187 countries worldwide. The company employs 4,100 specialists.
We develop local teams because we understand local experts best comprehend market specifics. The company has sales representatives worldwide, including Italy, Spain, Germany, France, the United Kingdom, the USA, Australia, South Africa and other regions. The Global Business Development team is like-minded people who share the ambitious goals of Ajax Systems.
The company emerged against the backdrop of revolution and war. That's why resilience is the cornerstone of the brand's DNA, and the fight against evil by creating the best security and automation devices is Ajax's unwavering mission.
Ajax Systems is a Ukrainian success story, a place of incredible strength and energy.
Qualifications
Minimum of 5 years' professional experience in alarm systems, video surveillance, security, IT, telecommunications, or related industries.
Strong working knowledge of CCTV systems, access control technologies and fire alarm systems.
Proven hands‑on experience in designing and installing video surveillance, fire alarm, or other security systems.
Experience delivering offline and online technical training to technical audiences.
Excellent presentation, communication, and interpersonal skills.
Flexible and willing to travel for business trips, trade shows, and other professional events.
Self‑motivated and independent, with an outgoing personality and a proactive approach to work.
NICET and ESA certifications are an asset to the role
Responsibilities
Conduct technical seminars, exhibitions, presentations, and webinars on Ajax products for both customers and company employees.
Present product roadmaps and new feature updates to Ajax Systems distributors and dealers.
Proactively manage and schedule open classes, private classes and on‑demand requests for training and support for Ajax products and technologies.
Promote and demonstrate product solutions tailored to customer requirements; provide technical consultations and support to key clients.
Perform market research and competitive product analysis to identify strengths, opportunities, and areas for improvement.
Build and maintain long‑term relationships with key company partners.
Test product features and prepare technical documentation for new products and solutions, collaborating closely with cross‑functional teams.
Support the sales team by following up on leads through the company's CRM portal.
Analyze customer needs in partnership with the sales department to identify optimal product solutions.
Actively participate in the beta testing of new products and services providing expert feedback to product management to refine solutions.
We offer
Competitive compensation that includes a base salary and performance‑based bonuses
Car allowance, petrol and all business costs covered by the company
Health & Life insurance
401(k)
Growth Opportunities
Impactful work
Innovative Environment
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$115k-164k yearly est. 3d ago
Attorney - Intellectual Property
Grayrobinson, P.A 4.5
Miami, FL job
GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues.
Candidates must be admitted to the Florida Bar or willing to seek admission in the 12 months following date of employment. Must have litigation experience, excellent analytical, research, and writing skills. Additional skills include the ability to successfully work on multiple projects simultaneously and autonomously, with keen attention to detail. Familiarity with e-discovery and e-discovery programs a plus. International experience and foreign language skill also a plus but not necessary.
We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer.
Please click here to submit your cover letter and resume and apply.
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$52k-95k yearly est. 1d ago
Portfolio Manager III-AFFORDABLE HOUSING
City National Bank 4.9
Los Angeles, CA job
PORTFOLIO MANAGER III- AFFORDABLE HOUSING WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.
Primary responsibilities include:
Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.)
This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures.
This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely.
This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.)
The Commercial Real Estate Credit Solutions team provides underwriting and proactive portfolio management expertise to the Bank's CRE clients, including private individuals and family offices, and institutional funds/investors/developers.
Colleagues will partner with the origination team to provide tailored CRE lending solutions to clients, while proactively identifying risk on new and existing credits within the portfolio through a combination of internal and external resources.
CRE portfolio includes a variety of loan products secured or supported by varying asset types.
This position will support the Bank's Affordable Housing credit portfolio, which focuses on construction, bridge, and perm loans as well as other credit offerings nationwide to for-profit and non-profit Affordable Housing developers and investors. It is important that this person understand the benefits of building relationships with clients that may include various CNB internal business partners and their services and products, as appropriate.
Candidate will partner with the team responsible for building and maintaining the Affordable Housing loan portfolio, and will be a key contributor to CNB's Community Reinvestment Act (CRA) initiatives.
Candidate must have in-depth experience and exercise a strong understanding of the Low Income Housing Tax Credit (LIHTC) Program and other Federal, State, and Local Affordable Housing Programs to assist in underwriting and portfolio management efforts. Candidate to be able to conduct detailed financial and risk analysis of affordable housing projects, developers, investors, tax credit equity syndicators, and municipal and or nonprofit partners. Maintains awareness of competitive products, practices, and changes in market conditions and compliance requirements.
WHAT WILL YOU DO?
Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth.
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk.
Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations.
Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements.
Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities.
Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s).
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent in Finance, Business or related field
Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries
Additional Qualifications
Advanced experience in credit management and lending operations, with a strong understanding of risk management principles
Desire to build leadership and coaching skills, with the ability to train and develop talent
Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
Advanced analytical skills, with the ability to interpret complex data and make informed decisions
Industry-specific knowledge and expertise
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
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.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$111.4k-189.7k yearly 8d ago
Summer Analyst - FICC & Equities Sales & Trading
Goldman Sachs Group, Inc. 4.8
San Francisco, CA job
A leading global investment firm in San Francisco is seeking a Summer Analyst for a dynamic internship program. This program lasts nine to ten weeks and provides students the opportunity to engage in real responsibilities and training with experienced professionals. Ideal candidates are pursuing a bachelor's or graduate degree with a strong interest in finance. The position offers a competitive salary of $110,000 and champions employee growth through diverse opportunities.
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$110k yearly 5d ago
Client Relationship Specialist - Thousand Oaks, CA
Charles Schwab 4.8
Thousand Oaks, CA job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
To read more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$48k-60k yearly est. 1d ago
Travel Perioperative Charge Nurse - $3,152 per week
GLC On-The-Go 4.4
Chico, CA job
GLC On-The-Go is seeking a travel nurse RN Perioperative for a travel nursing job in Chico, California.
Job Description & Requirements
Specialty: Perioperative
Discipline: RN
40 hours per week
Shift: 8 hours
Employment Type: Travel
GLC is hiring: RN Operating Room (OR) - Chico, CA - 13-week contract
GLC - Named Best Nurse Agency 2024-2025
We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals.
About this Assignment
Join the care team in Operating Room (OR) where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter.
Assignment Details
Location: Chico, CA
Assignment Length: 13 weeks
Start Date: 12/29/2025
End Date: 03/30/2026
Pay Range: $2,837 - $3,152
Minimum Requirements
Active license in Operating Room (OR)
1 year full-time RN, Operating Room (OR) experience within the last 2 years
What you can expect from GLC
Weekly on-time pay with direct deposit
Transparent communication, clear assignment details, and recruiter support from start to finish - or extension
Referral bonus up to $500
Health, dental, and vision insurance
401(k) plan
Completion and signing bonuses may also be available
Ready to move forward?
Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract.
GLC On-The-Go Job ID #484214. Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Northern California - RN Charge Perioperative OR
About GLC On-The-Go
GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle.
We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S.
Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard.
We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support.
Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality.
With us, it's not just a placement - it's your dream career made possible
$2.8k-3.2k monthly 3d ago
Investment Banker - Pharma/BioTech - Vice President
Jpmorgan Chase & Co 4.8
San Francisco, CA job
Job Information
Job Identification 210562876
Job Category Client Management
Business Unit Corporate & Investment Bank
Posting Date 11/05/2024, 10:38 PM
Job Schedule Full time
Job Description
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and
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$155k-236k yearly est. 3d ago
President & CEO
Kentucky Society of Association Executives Inc. 3.5
San Diego, CA job
Principal Responsibilities
The President & CEO provides strategic leadership and executive management consistent with DEMA's the strategic plan and the direction of the board.
Manages and leads the professional staff and day-to-day operations of the association to achieve the association's mission.
Develops and nurtures strategic relationships and represents the association to the media, lawmakers, and other publics.
Achieve financial and operational objectives while advancing the association's mission.
Governance: Advise and support the board of directors in governing the organization; participate fully in deliberations of the board, board and program committees, and other elements of governance.
Produce DEMA Show, the association's annual convention, maintaining its stature as the diving industry's premier business-to-business conference; deliver outstanding attendee experiences, and achieve budget targets. Production of DEMA Show includes maintaining exhibitor relationships while providing excellent exhibitor experiences, maintaining legal and ethical requirements of a non-profit trade-only event, an understanding of the exhibit and attendee sales process, selection of education providers/speakers, and managing show-related vendors.
Participate in the development of DEMA's strategic plan.
Provide the board with regular reports, including an annual report directed to the DEMA Membership.
Provide thought leadership, data, analysis and recommendations to assist in governance and strategic thinking.
Develop, propose and execute the annual Plan of Work and DEMA's annual Budget as adopted by the DEMA Board.
Develop Board and Operational Policies; New program and service opportunities; amendments to the by-laws and other governing documents.
Hire, develop, review, and terminate the professional staff.
Establish a member-focused staff culture that supports innovation, continuous improvement, career-long learning and professional development.
Support the growth and development of DEMA Committees and ensure that the committees comply with the association's by-laws, agreements, standards, policies and procedures.
Provide stewardship of the association's assets, including cash, investments, tangible property and intellectual property.
Maintain a strong and effective Visual Identity Standard, protecting the association's trademarks and service marks.
Produce additional meetings of the DEMA Board, and other conferences and activities as required by the DEMA Board of Directors.
Develop, implement, and market other products, programs, and services.
Serve as publisher of the association's Public Policy Digest, GoDiveNow Marketing Digest and other publications.
Lead policy advocacy and lobbying efforts for state, U.S. federal, and international as needed: oversee research, media outreach, legislative education and member engagement in the policy process. Manage alliances and relationships with other organizations that support advocacy efforts. Ensure compliance with all regulations.
Select, engage, and supervise vendors and contractors and other service providers.
Evaluate and sign contracts and other agreements.
Work closely with professional advisors to the board, such as the general counsel and official auditor.
Develop and manage relationships with sponsors, partners, advertisers, strategic allies, and others.
Inform the board regarding the condition and operations of the organization and trends, events, or emerging issues that can impact the association's success.
Manage the office, infrastructure, systems, policies and procedures necessary to administer the headquarters operation, serve members and ensure consistent, high-quality, professional operations.
Serve in various roles with related subsidiaries, such as Associations West (formerly CalSAE), The American Society of Association Executives (ASAE), the International Association of Exhibitions and Events (IAEE) and others.
Requirements
Minimum of 15 years of work experience with at least 5 years in a senior executive management position. Previous U.S. non-profit trade association CEO experience is preferred.
Experience and qualifications in marketing, business research, use of social media, membership recruitment & retention, and education.
Proficient with Microsoft Office suite.
Experience with Association/Relationship Management databases.
Demonstrated ability to adapt quickly to new technologies and systems.
Knowledge of the recreational scuba diving industry is highly desirable.
This is a hybrid position, with offices in San Diego, CA.
Personal Characteristics
Spokesperson, ambassador, and enthusiastic advocate for the association.
A leader able to develop credibility with the membership, staff, and board.
Experience engaging with a diverse, global constituency.
Personable, self-confident, and positive.
Self-reflective and excellent written communicator.
Willingness to travel approximately 30-50 percent of the time domestically and internationally on behalf of the association.
Trustworthy; operates with the highest level of integrity and ethical behavior.
Skilled in interpersonal and organizational conflict analysis, management, and resolution.
Open, candid management style.
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$168k-312k yearly est. 3d ago
CRA Administration Officer
Cathay Bank-Headquarters 4.4
El Monte, CA job
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank.
ESSENTIAL FUNCTIONS
Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed.
Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests.
Ensure that all department policies and procedures are updated in a timely manner.
Represent the Bank and CRA team at various community events and bank sponsored events.
Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment.
Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings.
Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings.
Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations.
Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity.
Maintain current information for the Intranet, Public File, Bulletin, forms and charts.
Assist with CRA activity performance tracking in other areas as needed.
Complete assigned training courses in a timely manner.
QUALIFICATIONS
Education: Bachelor's degree is preferable in Business, Accounting, or Finance.
Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred.
Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities.
OTHER DETAILS
$33.65 - $48.08 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
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$33.7-48.1 hourly 5d ago
Head of Sales, NA - SaaS GTM & Growth Leader
Antler 3.7
San Francisco, CA job
A tech company is seeking a Head of Sales (North America) to build and lead their sales motion in the US. You will own revenue targets, coach Account Executives, and shape the systems necessary for success. Ideal candidates have experience leading SaaS sales teams, building go-to-market strategies, and navigating fast-paced environments. This role offers an opportunity to significantly impact the company's growth in the North American market, focusing on both startups and large enterprises.
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$140k-214k yearly est. 4d ago
Investment Banking Associate, Technology - San Francisco
Moelis & Company 4.9
San Francisco, CA job
Investment Banking Associate, Technology - San Francisco page is loaded## Investment Banking Associate, Technology - San Franciscolocations: San Franciscotime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ101872*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are currently seeking an experienced Associate to join our Technology financial advisory practice in San Francisco.Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required.Ideal candidates must also possess:* Excellent analytical and presentation skills* Knowledge of basic accounting and financial concepts; ability to analyze and value businesses* Experience in Investment Banking (corporate finance/M&A) or equivalent* A drive for results, and ability to perform well under pressure and against tight deadlines* Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients* Strong multi-tasking skills* Exceptional Microsoft Office suite (Excel a must) and financial reporting skills* Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $175,000 - $225,000*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X .
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$175k-225k yearly 1d ago
Marketing Operations Director - Data-Driven MarTech Leader
Technology Credit Union 3.8
San Jose, CA job
A financial service organization is seeking a Director of Marketing Operations in San Jose to oversee strategic marketing initiatives, improve processes, and manage marketing technology. The ideal candidate will have over 6 years of marketing experience, strong analytical skills, and proven leadership capabilities. Responsibilities include optimizing campaign workflows and collaborating across departments. A Bachelor's degree in Marketing or Business Administration is required, with a Master's preferred. Compensation includes a salary range of $132,000 to $188,000 plus benefits.
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$132k-188k yearly 3d ago
Field Technical Account Manager - Western USA
Ajax Systems Inc. 3.6
San Francisco, CA job
A leading international security company seeks a professional with at least 5 years of experience in alarm systems and video surveillance. The role involves conducting technical seminars, delivering training, and providing support and consultations to key clients. The ideal candidate will have strong communication skills and a proactive work ethic, along with relevant certifications. This position is based in San Francisco and offers competitive compensation and growth opportunities.
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$115k-164k yearly est. 3d ago
Technology Banking Business Manager - Executive Director
Jpmorgan Chase & Co 4.8
San Francisco, CA job
The Global Corporate Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance. The team partners with management to drive business strategy through projects, analyses and leads ad hoc special projects as well as compliance support. Business Management needs highly-motivated creative thinkers who can leverage their analytical capabilities to provide strategic guidance to business partners and solve a wide variety of evolving business issues and problems.
As a Technology Banking Business Manager - Executive Director within the Global Corporate Finance & Business Management team, you will act as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance. You will partner with management to promote business strategy through projects, analyses, and compliance support. You will be expected to respond quickly on time-sensitive deliverables and leverage your analytical capabilities to provide strategic guidance to business partners and solve a wide variety of evolving business issues and problems. This role requires exceptional relationship management, communication and influencing skills at all levels, and a strong focus on execution.
Job responsibilities
Advise the Heads of Technology Banking in all aspects of the business; strategy, controls, people and performance
Manage the client agenda, establishing a cadence for account plans, review client coverage, relationship status, revenue opportunities, client prioritization, and Client performance metrics
Develop and oversee the business performance metrics that generate key insights and identifies new opportunities
Prioritize investment spend to grow the franchise globally
Create materials for business reviews and other executive leadership presentations to articulate strategic direction, program execution and performance tracking
Quickly build product and business knowledge to analyze datasets, derive insights and provide key recommendations to stakeholders
Identify, elevate, and mitigate business risks that could impair our ability to do business: e.g., legal, tax, regulatory, compliance
Partner with various teams on key initiatives and coordinating stakeholder updates
Support executive ad-hoc requests with a high-level of responsiveness
Communicate effectively and be adept at managing a large and complex book of work requiring constant prioritization based on business needs
Required qualifications, capabilities, and skills
12+ years in a Business Management capacity and experience with leading teams
Experience with Investment Banking products
Strong executive presence with the ability to present well to senior stakeholders
Skilled at analyzing opportunities & problems, recommending solutions, and communicating effectively & confidently (both verbal and written)
Strong organizational and task management skills; ability to balance multiple initiatives to completion under concurrent, rigorous, and regulatory deadlines in a fast-paced dynamic environment
Excellent written and oral communications skills, including the ability to synthesize “the story” for executive-level audiences and adjust messages and style based on different audiences and agendas
Excels in time management, is entrepreneurial and a self-starter, with demonstrated ability to deliver results within condensed timeframe
Ability to forge strong internal relationships across a broad range of functions
Disciplined approach to managing and improving processes and controls
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$130k-171k yearly est. 2d ago
Revenue Systems PM - End-to-End Ownership + AI
Gusto 4.5
San Francisco, CA job
A modern online people platform is seeking an experienced Product Manager to own the revenue systems for customer communications. This role involves working with various teams to achieve the company's revenue goals. Ideal candidates should have over 8 years of product management experience, particularly in revenue systems. The position offers a competitive salary range of $210,000 to $263,000 annually for locations such as Seattle, WA.
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$86k-125k yearly est. 4d ago
Inside Sales Representative
Smartfinancial 3.9
Smartfinancial job in Columbus, OH
Join SmartFinancial: Empowering Insurance Agents with Cutting-Edge Technology
We offer a GUARANTEED BASE and UNCAPPED COMMISSION! : Our reps earn anywhere from $80-150K in commissions and performance bonuses. Our top reps are earning over $200k!
We offer a $45,000 Base + UNCAPPED COMMISSION!
Welcome to SmartFinancial-where innovation meets impact. Our mission is simple: help insurance agencies grow faster with our cutting-edge technology. Proudly voted a Best Place to Work four years running, we're one of the fastest-growing tech companies in the nation.
As a leading insurance marketplace, we connect millions of shoppers with our expansive network of trusted insurance partners.
Now we're searching for elite sales talent-the kind of people who thrive on winning and love what they do.
What You'll Do
As an Inside Sales Representative, you'll be an integral part of our team, and you'll be tasked with:
High-Volume Outreach: Conduct 150-250 outbound calls daily to insurance agents and agencies.
Sales and Education: Educate potential clients about our products and services, and drive sales.
Target Achievement: Meet or exceed agreed-upon sales targets.
Client Relationship Building: Network and establish strong relationships with new clients.
Sales Cycle Management: Handle the entire sales process from initial contact to deal closure.
CRM Management: Maintain accurate records of all sales activities and client interactions in our CRM system.
What We're Looking For
Rapport Building: Ability to connect with clients quickly and effectively.
Phone and Interpersonal Skills: Strong skills in handling objections and building relationships over the phone.
Sales Expertise: Proven negotiation and closing skills, with a history of meeting or exceeding sales goals.
Sales Cycle Management: Experience managing the full sales cycle, from prospecting to closing.
CRM Proficiency: Familiarity with CRM systems and sales automation tools.
Adaptability: Thrive in a fast-paced, dynamic work environment.
Preferred Experience: Background in B2B sales, Inside Sales, Telesales, Solar, Digital Marketing, or B2C sales (e.g., debt consolidation, tax relief, insurance).
What We Offer
$45,000 guaranteed base salary
UNCAPPED COMMISSION! Upfront and residual commission Our reps typically earn between $80-150K in commissions and performance bonuses, with top performers exceeding $200K!
Comprehensive Benefits: High-quality health insurance and a 401k plan with company match.
Incentives: Employee referral bonuses, daily and weekly cash giveaways.
Training and Development: Extensive paid product training and world-class inside sales training.
Career Growth: Advancement opportunities with a focus on promoting from within.
Why You'll Love It Here
At SmartFinancial, we believe in working hard and playing hard. You'll be part of a supportive, dedicated team in a fast-paced and energetic environment. Our user-friendly sales CRM and commitment to employee development ensure you have the tools and training needed to succeed. With major expansion planned for 2026, there will be more growth opportunities than ever for top performers.
We'd especially like to highlight our World Class Culture, which our employees say is the best thing about working at SmartFinancial. We have great SLACK channels for work and play, which keep you connected with your fellow employees throughout the day.
Exciting Company Events:
Summer Beach Party
Holiday Yacht Party
Chilli Cook-off
Cinco De Mayo Taco Guy
Team Outings (TopGolf, Duffy Boats, etc.)
Company Potlucks
We also have Penny, our company mascot. Like swag themed after a pink pig wearing glasses? Just. You. Wait.
Join SmartFinancial and become a key player in driving growth for insurance agencies. Apply now, and let's achieve success together!
SmartFinancial is an equal opportunity employer, and we celebrate diversity and are committed to creating an inclusive environment for all employees. To learn more about our results-focused culture and employee-focused perks, read more on our careers page.
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SmartFinancial, Inc. may also be known as or be related to SMARTFINANCIAL INC., SmartFinancial Inc and SmartFinancial, Inc.