UnionMain Homes has been dedicated to helping families build their dream homes for over 50 years. With a commitment to quality and craftsmanship, every day is an opportunity to create communities and spaces where life truly happens. UnionMain Homes takes pride in designing homes that reflect the unique lifestyles and needs of every homeowner. The company emphasizes superior customer experiences and creating homes that inspire joy and satisfaction.
Role Description
This is a full-time on-site position for a Marketing Manager based in Dallas, TX. The Marketing Manager will oversee and implement marketing strategies, coordinate campaigns, analyze performance metrics, and develop branding initiatives. Responsibilities include managing digital and traditional marketing channels, collaborating with cross-functional teams, and ensuring messaging aligns with the company's mission and values.
Location: Onsite
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Support marketing and sales initiatives including project positioning, timelines, social media, sales center, and model design/set up, advertising, signage, collateral design, etc.
Assist in coordination with third party vendors including signage companies, model decorators, digital advertising consultants, creative firms, model maintenance services, etc.
Coordinate with other departments on the creation and maintenance of marketing materials and community identity
Update, maintain, and create website presences on a division, community, and home-specific level
Assist in gathering estimates and sources for marketing and sales initiatives
Update and maintain vendor database, organize community and plan marketing files and maintain marketing collateral inventory
Fact check and proof-read all marketing materials
Coordinate sales center initiatives and general upkeep of the sales centers to ensure marketing and sales tools are always in place
Ensure brand standards are maintained for the projects
Assist in daily administrative responsibilities including invoice reconciliation and general upkeep of marketing material inventory
Conduct all business in a professional and ethical manner to serve customers and increase the goodwill and profit of the company
Coordinate and manage marketing events at sales centers, attend events as necessary
Assist in training and marketing best practices or new tools/platforms
Assist in the creation and proofreading of marketing collateral
Oversee model home and sales center installation and maintenance
Education and/or Experience
Bachelor's degree from a four-year college or university in Communication, Marketing or a related field preferred
Two to four years related experience and /or training
Strong communication skills
Attention to detail and creative thinking
Ability to work independently and part of a collaborative team
Highly motivated self-starter
Ability to manage multiple functions and roles concurrently
Ability to apply common sense understanding to carry out instructions furnished in written oral form or via DRH applications
Proficiency with MS Office and Adobe Suite
Hubspot CRM experience a plus
Experience with Google Analytics, social media sites, and photography and video editing software a plus
Knowledge of MLS and realtor sites such as Zillow and Realtor.com a plus
$64k-103k yearly est. 3d ago
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Marketing Project Manager
Responsive Education Solutions 3.5
Strategist job in Lewisville, TX
The Marketing Project and Operations Manager will support the Executive Vice President of Marketing and the Directors of Marketing, Communications, Creative Services, and Enrollment Services. This role requires a highly detail-oriented, proactive, and adaptable professional who can manage multiple projects, coordinate cross-departmental initiatives, and ensure timely delivery of marketing and operational objectives. The ideal candidate is a quick learner, takes ownership of tasks, and thrives in a fast-paced, results-driven environment.
Minimum Qualifications:
● Bachelor's Degree in business administration or relevant field
● 5+ years of experience in project management, executive/office administration, or operational management roles.
● Experienced in handling cross-departmental projects, project tracking, office management, and senior leadership support.
● Strong organizational, multitasking, and problem-solving abilities.
● Proficient in Google Workspace, CRM systems, and project management tools.
● Excellent verbal, written, and interpersonal communication skills.
● Demonstrated ability to handle confidential information with discretion.
● Adaptable, proactive, and solution-oriented mindset.
Knowledge, Skills and Abilities:
● Detail-oriented, organized, and deadline-driven.
● Strong project management skills including task tracking and progress monitoring.
● Ability to organize and oversee office operations, administrative processes, and departmental workflows.
● Skilled in coordinating complex projects across multiple teams.
● Strong verbal and written communication skills for collaboration with executives, colleagues, and external partners.
● Ability to anticipate needs, solve problems independently, and provide actionable recommendations.
Job Duties:
● Manage and track multi-departmental projects to ensure objectives and deadlines are met.
● Monitor progress on key projects and proactively address potential challenges.
● Support the EVP of Marketing and Directors by preparing reports, presentations, insights, and executive-level updates.
● Provide support to cross-functional teams with tasks and deliverables as requested.
● Provide project support to data analysts, including tracking projects and validating data to maintain accurate, actionable metrics and reports.
● Manage vendor accounts and information across all marketing departments.
● Provide administrative support to Finance by obtaining, organizing and verifying vendor invoices and receipt documentation for processing.
● Prepare, proofread, and finalize documents, presentations, and reports.
● Document meeting discussions, decisions, and action items, and distribute meeting minutes to stakeholders.
● Coordinate schedules, meetings, travel arrangements, and calendar management for marketing leadership and team members.
● Serve as a liaison between marketing and home office departments, facilitating communication, collaboration, and alignment on projects, initiatives and operational efficiency.
● Maintain operational systems, office supplies, and department documentation.
● Support general administrative tasks, including mail handling, scheduling, and filing.
● Proactively anticipate and address leadership, team, and departmental needs, providing solutions and recommendations to improve efficiency and effectiveness.
● Ensure accuracy, timeliness, and high quality in all aspects of work.
● Handle confidential information with discretion and maintain confidentiality at all times.
● All other duties as assigned.
Physical Requirements:
Carrying, Climbing, Crawling, Driving, Kneeling, Lifting up to 25 pounds, Pulling , Pushing, Reaching, Sitting, Squatting, Stooping, Bending, Twisting, Walking, Grasp, Talk or Hear. The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Blue Learning considers applicants for all positions without regards to race, color, national origin, age, religion, sex, marital status, veteran or military status, disability, or any other legally protected status. ResponsiveEd is an Equal Opportunity Employer. Occasional national travel: occasional prolonged and irregular hours
$57k-72k yearly est. 23h ago
Business Development Manager IT hardware in in GSI/ OEM
Hcltech
Strategist job in Dallas, TX
HCLTech is looking for a highly talented and self- motivated Business Development Manager IT hardware in in GSI/ OEM to join it in advancing the technological world through innovation and creativity.
Job Title: Business Development Manager IT hardware in in GSI/ OEM
Job ID: Req Id 2077
Position Type: Fulltime
Location: Dallas, TX
Job Summary:
The Business Development Manager will be responsible for driving strategic growth and new business opportunities within the HCLTech partnership ecosystem.
This role is designed for a dynamic individual with deep experience in managing partnerships, growing business, and working cross-functionally to drive alignment and collaboration.
The ideal candidate will have a strong understanding of HPE/HPI technologies, partner ecosystems, and market opportunities.
Key Responsibilities:
Alliance experience in IT hardware sales in GSI/ OEM
Partner Relationship Management:
Build and nurture strong relationships with HPE and its key stakeholders, ensuring alignment with HCLTech goals.
Act as the primary point of contact for HCLTech's strategic relationship with client, coordinating efforts between both organizations to maximize mutual success.
Manage day-to-day partner activities, ensuring smooth communication, collaboration, and alignment of joint initiatives and strategies.
Business Development & Sales Strategy:
Identify and qualify new business opportunities through partner ecosystem, focusing on revenue generation and expanding market share.
Develop and execute business development strategies to sell joint solutions and offerings to HCLTech's customers, leveraging products and technologies.
Collaborate with the sales and technical teams to build integrated solutions that address client needs across various industries, such as cloud, data center, AI, and digital transformation.
Drive the development of targeted sales campaigns and account strategies to ensure strong pipeline creation and sales growth.
Go-to-Market Execution:
Develop and implement joint go-to-market (GTM) strategies promote HCLTech's offerings and grow presence in target markets.
Work closely with the marketing teams to develop joint marketing programs, co-branded collateral, and digital campaigns that drive brand awareness and lead generation.
Coordinate with sales and marketing teams to execute partner-driven events, webinars, conferences, and other initiatives to increase visibility and drive sales.
Solution Innovation & Integration:
Collaborate with technical and product teams to create and deliver integrated solutions that leverage client infrastructure, cloud, and edge technologies.
Help design innovative solutions that combine client products and HCLTech's services (e.g., cloud services, AI, automation, and digital workplace solutions) to meet customer needs.
Identify new opportunities for joint solution development and innovation that can provide a competitive edge in the marketplace.
Market Intelligence & Competitive Analysis:
Stay informed about the latest trends, innovations, and competitive landscape in the ecosystem and related markets.
Provide insights into competitor strategies, emerging market opportunities, and evolving customer needs to guide HCLTech's business development strategy.
Monitor industry developments, technology innovations, and HPE product roadmaps to proactively anticipate customer demands and opportunities.
Reporting & Performance Tracking:
Track, measure, and report on key performance indicators (KPIs) for partner sales performance, including lead generation, pipeline development, and deal closure rates.
Provide regular updates to senior leadership on the status of partnership initiatives, sales pipeline health, and progress toward revenue targets.
Develop and maintain partner activity reports, sales forecasts, and success metrics to ensure alignment with business objectives.
Key Skills and Qualifications:
Education:
Bachelor's or Master's degree in business administration, Information Technology, Marketing, or a related field. Relevant certifications in business development or partner management are a plus.
Experience:
Minimum of 8-10 years of experience in business development, partner management, or strategic alliances within the IT services or technology industry.
Proven track record of driving sales and revenue growth through strategic partnerships, preferably with large technology providers.
Strong experience in selling IT solutions, including data center technologies, cloud infrastructure, and digital transformation services.
Experience working with cross-functional teams, including sales, technical, and marketing teams, to build integrated solutions and deliver customer value.
Technical Expertise (Optional):
Familiarity with product suite and how they can be integrated with HCLTech's offerings to deliver comprehensive solutions.
Knowledge of cloud computing, data center infrastructure, AI, and digital transformation is highly desirable.
Soft Skills:
Excellent communication and interpersonal skills with the ability to manage relationships at all levels within both HCLTech .
Strong business acumen and an ability to identify and capitalize on business opportunities.
Strong negotiation and deal-closing skills, with experience in complex sales cycles.
Pay and Benefits
Pay Range Minimum: $200000per year
Pay Range Maximum: $220000per year
HCLTech is an equal opportunity employer, committed to providing equal employment opportunities to all applicants and employees regardless of race, religion, sex, color, age, national origin, pregnancy, sexual orientation, physical disability or genetic information, military or veteran status, or any other protected classification, in accordance with federal, state, and/or local law. Should any applicant have concerns about discrimination in the hiring process, they should provide a detailed report of those concerns to ****************** for investigation.
A candidate's pay within the range will depend on their skills, experience, education, and other factors permitted by law. This role may also be eligible for performance-based bonuses subject to company policies. In addition, this role is eligible for the following benefits subject to company policies: medical, dental, vision, pharmacy, life, accidental death & dismemberment, and disability insurance; employee assistance program; 401(k) retirement plan; 10 days of paid time off per year (some positions are eligible for need-based leave with no designated number of leave days per year); and 10 paid holidays per year
How You'll Grow
At HCLTech, we offer continuous opportunities for you to find your spark and grow with us. We want you to be happy and satisfied with your role and to really learn what type of work sparks your brilliance the best. Throughout your time with us, we offer transparent communication with senior-level employees, learning and career development programs at every level, and opportunities to experiment in different roles or even pivot industries. We believe that you should be in control of your career with unlimited opportunities to find the role that fits you best.
$200k-220k yearly 23h ago
Business Development Manager
GNB Global Inc. 3.7
Strategist job in Rhome, TX
RWES (Reusable Weather Enclosure System), a division of GNB Global Inc., offers a patented solution for general contractors to protect their constructions sites from the wind, rain, snow, and adverse weather, preventing weather delays, and keeping projects on schedule.
As a leader in the industry, we are rapidly growing and looking for a Sales Representative - Business Development to join our exciting team. We take pride in our collaborative culture and place great value on our employees by offering an excellent benefit package, including generous time off.
The Business Development Manager will be responsible for developing long-term relationships with a portfolio of new and existing customers, connecting with key business executives and stakeholders. You will liaise between customers and cross-functional internal teams to ensure the timely and successful delivery of our products to our customers.
Responsibilities:
Establish, develop, nurture and maintain business relationships
Follow-up on leads and develop and deliver effective presentations and proposals to existing and potential customers
Prepare accurate quotations and proposals
Create and manage customer account information within ZOHO and NetSuite
Communicate and collaborate with various internal departments to successfully coordinate the sales effort and customer satisfaction
Plan, participate and report on tradeshows, industry/association events and conventions.
Provide fanatical customer service and after sales service
Provide management with written reports on customer needs, problems, interests, competitive activities, and potential for new products and services on a weekly and monthly basis through weekly sales reports and monthly standard accountability reports.
Work with the Director of Sales to formulate a business plan and sales strategy for the market to attain company sales and profitability goals for growth in the RWES and temporary storage market
Represent GNB Global Inc. in a professional manner and adhere to legislation, company policies, procedures and business ethics.
Provide support when needed to set up crews and logistics
Demonstrate ability to communicate, present and influence credibly and effectively at all levels of an organization, including executive and C-Suite level.
Manage multiple projects at a time while paying strict attention to detail
Other duties as assigned
Qualifications:
3+ years onsite experience as a project manager, construction superintendent, safety officer or similar position with a top 100 construction company in the US.
Excellent presentation, relationship building, negotiation and closing skills are a must
Familiarity with CRM software
Proficiency in MS office
Valid US passport or ability to obtain one
Ability to pass pre-employment drug screen and background check
Valid drivers license
Ability to travel 25-30% in the US and Canada if needed
GNB Global is an Equal Opportunity Employer committed to diversity, equity, inclusion, and accessibility. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, national origin, gender, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under federal, state, or local law.
We also provide reasonable accommodations for individuals with disabilities throughout the application and hiring process.
Job Type: Full-time
$88k-118k yearly est. 3d ago
Business Development Manager (Ground & Rail)
CEVA Logistics 4.4
Strategist job in Dallas, TX
YOUR ROLE
Would you like to write history? Are you known for having better sales numbers than everyone else? Do lucrative commission plans motivate you? If so, we have an exciting opportunity in our business development team that would allow you to establish relationships and secure contracts for our robust Logistics operations through direct and indirect sales methods.
In this role you will identify business growth opportunities and develop strategies to increase company sales. The role will need the right individual who can fit into ourteam and who can meet the varied challenges that come with being part of an environment at the forefront of shaping our managers. If you thrive in this sort of situation, this could be the perfect role for you.
WHAT ARE YOU GOING TO DO?
Establish relationships with new customers and secure contracts with new customers. Drive the entire sales cycle from initial customer engagement to close sales. Build and maintain a healthy sales pipeline to meet or exceed sales targets.
Prospect for potential customers using various direct methods such as calling and face to face meetings, and indirect methods such as networking.
Provide forecasts on best case and sales volumes over relevant time periods. Give sales presentations, submit opportunities, and submit activity and results reports to leadership.
Develop and maintain functional knowledge of the products, services and operations offered by the company. Interact regularly with station and operations managers and develop close and cooperative working relationships with operational staff to ensure customer's needs are met.
Schedule and conduct a pre-determined number of face-to-face sales visits as directed by the sales or station management.
Input sales call information into the sales data system or other designated sales call software provided by the company and/or provides sales reports as directed by sales or station management.
Maintain a pre-determined number of target accounts and demonstrate active attention to those accounts and progress toward closing. Meet or exceed sales threshold/quota as defined by the company.
Work cooperatively with other sales and operational staff to support a team-selling environment.
WHAT ARE WE LOOKING FOR?
Education and Experience:
Logistics, transportation, supply chain knowledge +5 years
Bachelor's Degree preferred.
Will accept 10+ years' experience in leu of bachelor's degree in sales in transportation.
Hunter mentality
Business to Business sales experience with demonstrated history of sales achievements in a base plus commission environment.
Experience closing sales at the executive level.
Will consider people interested in shifting from: operations, account management or customer service in logistics, transportation, supply chain to sales.
Skills:
Proficiency in Microsoft Office (including PowerPoint), internet, web-based and job specific software applications.
Ability to generate complex, error-free charts, graphs, spreadsheets, and presentations
Characteristics:
Self-motivated. Able to achieve results by working independently with little or no supervision.
Sense of urgency and follow-up.
Strongly developed persuasive skills, proven negotiation skills.
Strong problem-solving skills and the ability to think and respond quickly to sales and service issues.
Positive, competitive, confident sales approach and ability to work effectively in a team environment to achieve results.
Entrepreneur minded
WHAT DO WE HAVE TO OFFER?
With a genuine culture of recognition, we want our employees to grow, develop and be part of our journey. We offer a competitive benefits package.
We are a team in every sense, and we support each other and work collaboratively to achieve our goals together.
Our goal is to compensate you for your hard work and commitment, so if you want to work for one of the world's top Logistics providers, let us work together to help you find your new role.
ABOUT TOMORROW
We value your professional and personal growth. That is why we share plenty of career opportunities for you to thrive within CEVA. This role can be the first step on your career path with us. You can stay in the same job family, find a new family to grow in (an almost limitless number of options) or find your own path. Join CEVA for a challenging and rewarding career.
As a global organization, and as part of the CMA CGM Group, diversity is critical to our business success; only when we can reflect the cultures, languages, behaviors and local knowledge of our customers, we can succeed. Employing people with different experiences and abilities, we expand our knowledge and increase our creativity and innovation.
Please note: Legitimate CEVA Logistics recruitment processes include communication with candidates through recognized professional networks, such as LinkedIn or via an official company email address:************************************. We recommend that you do not respond to unsolicited business propositions and/or offers from people with whom you are unfamiliar.
$90k-124k yearly est. 3d ago
Business Development Manager
Metalspaces
Strategist job in Lewisville, TX
MetalSpaces is a division of VIVA Railings dedicated to custom architectural metal solutions that seamlessly blend artistry with engineering. Unlike standard railing systems, MetalSpaces specializes in decorative facades, sunshades, metal screens, and feature elements that bring unique, design-driven enhancements to commercial projects. We work closely with architects, general contractors, and developers to create one-of-a-kind metal installations that elevate the look and functionality of buildings.
We're looking for a Business Development Manager (BDM) to expand our market presence by engaging with the architectural and construction community, driving sales, and positioning MetalSpaces as a go-to provider for custom metal solutions. If you have experience in architectural product sales, a strong understanding of design and materials, and a passion for collaborating on high-end projects, this role is for you.
Essential Job Functions :
Architect & Designer Engagement
Develop relationships with architects, designers, and developers, introducing them to MetalSpaces' capabilities.
Lead design consultations, lunch-and-learns, and product presentations to showcase how our custom solutions can enhance projects.
Work with design teams to integrate MetalSpaces products into early-stage architectural plans and project specifications.
Construction & Contractor Collaboration
Ensure MetalSpaces is prequalified with general contractors and developers, helping secure opportunities in commercial projects.
Work with pre-construction and estimating teams to integrate our solutions into bids and ensure smooth execution.
Partner with subcontractors and installers to ensure technical feasibility and proper installation of our products.
Sales & Market Development
Identify and track high-value project opportunities through networking, CRM management, and industry research.
Develop custom proposals and pricing structures, guiding clients through long sales cycles that involve design, engineering, and fabrication.
Represent MetalSpaces at industry trade shows, networking events, and panel discussions to establish brand awareness.
Strategy & Market Positioning
Stay on top of competitor activity, market trends, and client feedback to continuously refine our sales approach.
Develop and execute a territory growth strategy to expand MetalSpaces' reach into new markets.
Required Qualifications:
5+ years of experience in architectural product sales, facade systems, decorative metals, or other design-focused building solutions.
Strong background in architectural specification sales, working with design teams to get products included in early-stage plans.
Experience with long sales cycles and high-value commercial projects.
Ability to read and interpret architectural drawings, CAD files, and construction specs.
Proficiency in Salesforce or similar CRM software for managing client relationships and tracking opportunities.
Bachelor's degree in Architecture, Engineering, Construction Management, Industrial Design, Sales, or a related field preferred.
$70k-112k yearly est. 4d ago
Business Development Manager
RÖHlig Logistics
Strategist job in Dallas, TX
Shaping the Future of Logistics- Your Career Starts at Röhlig
Whether it's sea freight, air freight, or contract logistics, at Röhlig Logistics you'll help create tailor-made solutions that move the world forward. As a global, family-owned company founded in Bremen, Germany in 1852, we've built our reputation on reliability and trusted partnerships.
Röhlig USA delivers a customized supply chain solutions through a network of over 2,700 employees worldwide. As a privately owned company, we focus on long-term partnerships and high-quality service. Our U.S. team is growing rapidly, driven by innovation, reliability, and customer success.
We are seeking an experienced and highly motivated freight forwarding sales professional with a proven track record of driving revenue growth to join our growing team.
What you will do:
Sales and Business Development
Develop NEW and prospective customers while maintaining existing accounts.
Assist Vice President of Sales & Regional VP in the preparation and negotiation of bids, RFQ's & quotations with customers, suppliers and overseas agents.
Assist with sales campaigns and events in conjunction with local and overseas partners.
Co-ordinate and attend sales visits both in the USA, and with overseas partners for aiding business development if applicable.
Plan and manage personal business portfolio/territory according to agreed market strategy.
Joint sales visits with other sales professionals.
Compliance with all regulations prescribed by USA Customs/IATA/TSA/FMC and other governing bodies.
Offer sales support for future sales offices in remote locations.
Quoting freight costs to new customers.
Response and follow up sales inquiries and leads using appropriate methods.
Client and Supplier Management
Client Management of allocated customers by using established tools to achieve and exceed targets.
Weekly follow-up with new clients after first shipments.
Deployment of information about all contracts with customers and suppliers to all parties.
Ensure that any client entertainment activities are carried out in a professional and responsible manner to ensure the continuing good name of Rohlig USA.
Ensure customer requests are completed in a timely manner and at the highest possible service level.
Adhere to client service level agreements.
Resolves discrepancies, while keeping records of discrepancies via the Innovations and Incidents Management (IIM) to ensure compliance.
Administration
Monitor competitor activity and industry trends.
Attend industry related functions when required as a key representative of Rohlig USA.
Update and maintain all relevant information about customers and sales activities on CRM.
Provide weekly reporting of sales activities.
Attend meetings with sales team members.
Attending training to develop relevant knowledge, techniques and skills if applicable.
What you bring:
High school graduate - some college preferred
Knowledge of related computer applications and reporting tools
Familiar with all freight forwarding procedures, regulations & departments
2-5 years of industry related experience required
Demonstrated Customer Services skills
Proven Sales and Business selling ability & success
Self-motivated and results driven
Outstanding people and communication skills
Excellent problem-solving ability
Excellent Time Management skills
Benefits:
At Röhlig, we believe in supporting our employees' well-being, growth, and work-life balance. That's why we offer a competitive benefits package designed to empower you both personally and professionally:
Comprehensive Medical, Dental, and Vision Insurance - Keeping you and your family healthy is our priority.
401(k) Plan with Company Match - We're invested in your future and help you save for retirement.
Generous Paid Time Off (PTO) - Whether you're planning a vacation, taking care of personal needs, or just need a mental health day, we've got you covered.
Supportive Work Environment - From career development opportunities to a collaborative culture, we ensure you feel valued every step of the way.
If you're looking for a workplace where your contributions matter and your well-being is supported, we'd love to have you on board.
Join our international team of more than 2,700 colleagues across 35+ countries and collaborate on exciting projects for customers around the world. You'll work in a supportive, trust-based, and collaborative environment that values open communication and empowers you to share your ideas and grow professionally. At Röhlig, we're committed to helping you build a long-term career while maintaining a healthy work-life balance - because we believe success is best achieved together.
Apply now and shape the future of logistics with us!
For further information about the position or the application process, please reach out to:
Mark Aulisio
Talent Acquisition Manager
***********************
More information on ***************
$70k-112k yearly est. 4d ago
Business Development Manager
Jade Global 4.4
Strategist job in Dallas, TX
Job Title: Business Development Manager
Job Type: Fulltime
Key Responsibilities
Identify and acquire high-potential new clients across HLS, Financial Services, CPG and Retail.
Develop a strong sales pipeline through prospecting, networking, and leveraging industry connections.
Own the end-to-end sales process, from initial outreach to contract negotiation and deal closure.
Create and implement sales strategies to achieve and exceed revenue targets.
Work collaboratively with marketing, pre-sales, and delivery teams to align go-to-market strategies.
Build and maintain strong relationships with C-level executives and decision-makers.
Serve as a trusted advisor to potential clients, understanding their needs and proposing tailored solutions.
Work with ISV partners for upsell and co-sell opportunities.
Relationship Management - Mapping out stakeholders' personas and ability to manage key stakeholders
Drive Quarterly and Annual Business Reviews, both internally and with customers.
Stay updated on industry trends, competitive landscape, and market opportunities.
Provide feedback to internal teams to refine offerings and value propositions.
Track and report on sales performance metrics, pipeline status, and revenue forecasts.
Use data-driven insights to optimize sales strategies and improve outcomes.
Qualifications
Bachelor's degree in Engineering or a related field. MBA preferred.
Proven track record of successfully acquiring new clients and achieving sales targets.
10+ years of experience in B2B sales, with at least 3+ years in a role focused on new business development in technology services.
Experience in at least two to three areas: Cloud / SaaS applications, IT Infrastructure, Network and Security Operations, Data and Analytics, Managed Services.
Strong industry-specific knowledge, e.g., HIPAA, AI-led services, CXM, Analytics etc..
Excellent communication, negotiation, and presentation skills.
Proficiency in CRM software (e.g., Salesforce, HubSpot) and other sales intelligence tools.
Financial analysis of prospects/clients and deal structuring.
Proven track record of creating value propositions and positioning as well as owning the winning theme in the sales cycle.
Key Competencies
Results-oriented mindset with a passion for closing deals.
Strong leadership and team collaboration skills.
Comfortable working with teams located across multiple geos.
Ability to thrive in a fast-paced, target-driven environment.
What We Offer
Competitive base salary and attractive commission structure.
Comprehensive benefits package, including health, dental, and vision insurance.
Opportunities for professional development and career growth.
A dynamic and supportive work environment.
Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries of the position across all US locations. Within the range, individual pay is determined by work location and additional job-related factors, including knowledge, skills, experience, tenure and relevant education or training. The pay scale is subject to change depending on business needs. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additional compensation may include benefits, discretionary bonuses, and equity.
$70k-101k yearly est. 4d ago
Business Development Manager
Home Health Companions 4.1
Strategist job in Benbrook, TX
Home Health Companions has received the Best of Home Care - Provider and Employer of Choice Award from Activated Insights. These awards are granted only to the top-ranking home care providers. Home Health Companions is now ranked among the Best Employers of in-home caregivers in the region.
At Home Health Companions, we strive to go above and beyond in providing a higher standard of compassionate care for the clients we serve. We are currently looking for a passionate professional and creative thinker that thrives in a fast-paced, energetic environment and enjoys building strategic partner relationships with healthcare professionals.
Responsibilities:
Call on physicians, hospitals, skilled nursing facilities' management, discharge planners, and case managers within an assigned territory to promote our homecare services.
Build and maintain client relationships.
Prepare business plans and maintain target lists. Prioritize accounts in accordance with the market sales plan.
Gather and organize account-related information and provide input on key customer opportunities, service line extensions.
The main objective of the candidate is bringing in new business to increase overall market share as a primary goal of the job. Target accounts include, but are not limited to hospitals, physicians, home health agencies, assisted living facilities, nursing homes, senior centers, and hospice organizations. Developing and maintaining knowledge of Home Health Companions brand and effectively presenting marketing materials are essential for this position.
The competent candidate needs to think strategically, analyzing the organization and market, as well as existing and potential customers. Excellent network skills and persuasive communication are required.
Qualifications
Bachelor's degree in Marketing, Business, or a health-related science (e.g., nursing, pharmacy, etc.) or the equivalent, plus a minimum of two years health care or related industry sales experience generally required
Demonstrate exceptional interpersonal skills, multi-tasking and problem solving.
Present well to clients and peers.
Comfortable with closing/asking for business.
Exhibit outstanding organizational skills and a service attitude towards the community.
Excellent written and oral skills.
Ability to handle confidential information and sign confidentiality agreement.
Requires valid driver's license, reliable transportation and insurance.
Compensation:
The compensation package is competitive and is based on a reward for performance structure. There are accelerators and incentives for high achievement. Base + commission.
$65k-96k yearly est. 23h ago
Tax Strategist
True North Adviosrs
Strategist job in Dallas, TX
True North Advisors is seeking a Tax Strategist to join our Wealth Planning team. This role will answer tax-related questions, advise clients & advisors, educate internal teams, and create content for internal & external use. This is a full-time position reporting to the Director of Wealth Planning. The position is based in our Dallas office and offers remote work flexibility.
Responsibilities:
Serve as the firm's internal tax resource by reviewing inquiries related to tax returns, planning strategies, and general tax matters, and conducting research as needed to provide clear, accurate guidance to advisors and internal teams.
Develop tax-focused content (articles, presentations, guides, etc.) for use with clients and prospects.
Monitor legislative and regulatory changes that could impact planning strategies for high-net-worth clients and communicate relevant updates to the firm.
Develop tax-focused trainings and educational materials for the firm.
Assist the wealth planning team with the generation of checklist, decision trees, and process guides.
Attend internal meetings with advisory and business development teams to provide tax planning guidance and to assist in the development of strategies tailored to client needs.
Participate in client and prospect meetings (as needed) to provide subject-matter expertise on tax planning strategies, regulatory updates, and implications for their overall financial picture.
Assist the planning team in sourcing and interviewing third-party tax advisors to partner with our firm.
Assist with internal projects and wealth-planning tasks that are not tax-related, as assigned.
Required Experience:
Bachelor's degree in accounting, finance, or related field(s)
CPA required and CFP preferred
6+ years of relevant experience required
4+ years of tax preparation or audit experience as well as familiarity with ultra-high net worth individuals is strongly preferred
Experience preparing or auditing complex personal and business tax return filings
Experience developing and communicating tax mitigation strategies to clients
Strong communication and interpersonal skills
Strong analytical and research skills
Ability to manage large projects and prioritize workload
Must consent to and have favorable credit report and background check.
Ability to consistently display True North's Core Values
B enefits & Perks:
Competitive base salary
Bonus potential based on successful execution of firm goals and individual performance metrics
Generous Paid Time Off (PTO)
Volunteer Time Off (VTO)
Telecommuting opportunities
401(k) with employer contribution
Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
Employee-only premiums for medical, life, and short-term and long-term disability insurance covered 100% by the True North
Year-round engagement events which include happy hours, coffee chats, lunches, and more!
Background
True North is an Independent RIA that serves the wealth management needs of ultra-high-net-worth individuals and institutional clients. True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest.
We seek to provide peace of mind for our clients and their families. Managing an individual's wealth is more than just dollars and cents. At True North, our Wealth Managers work collaboratively with our Wealth Planning team using every lens to create comprehensive plans designed to achieve clients' long-term goals. We offer innovative solutions and provide perspective, opportunity, and fulfillment in every area of our clients' lives. We were an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy.
Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Apply today for the opportunity to help us continue to fulfill lives.
$68k-125k yearly est. Auto-Apply 28d ago
Thumbnail Strategist
TBNR
Strategist job in Dallas, TX
WHO WE ARE
TBNR (The Best Never Rest) was founded by the trailblazing Content Creator, Preston Arsement (known widely as PrestonPlayz) in 2012 with his first YouTube channel and has been growing nonstop ever since! As a result, in 2023 TBNR was approved by YouTube as the first Creator-owned MCN (multi channel network). Today our MCN, ‘Fire MCN' gets an average of 30 million views per day and includes the YouTube channels; PrestonYT, BriannaYT, PrestonPlayz, BriannaPlayz, PrestonReacts, BriannaReacts, Keeley, and Daisy and Poppy.
Our channels are on the lookout for talented Freelance Creatives. As a Creative at TBNR Productions, you'll have the opportunity to work in a fast-paced environment where you can unleash your creativity, help us deliver the latest and greatest content to our viewers, and be part of the excitement and innovation happening here at TBNR!
About The Role
The Thumbnail Strategist plays a critical role in shaping the first impression of our videos. This role combines creative vision with operational oversight, ensuring that our thumbnails are eye-catching, on-brand, and optimized for performance. You'll collaborate with channel leads to align concepts with brand identity, and manage a roster of contract thumbnail designers to bring those concepts to life.
What You'll Do
Design and develop compelling thumbnail concepts that drive clicks and align with each channel's style.
Manage contract thumbnail designers, providing direction, feedback, and ensuring timely delivery of assets.
Collaborate closely with channel leads and creative teams to ensure brand consistency and strategic alignment across all thumbnails.
Research and apply best practices for thumbnail design, keeping up with industry trends and platform changes.
Maintain an organized workflow for thumbnail requests, revisions, and approvals to ensure smooth production.
What We're Looking For
3-5 years of experience designing YouTube thumbnails, with a portfolio that demonstrates proven results.
Strong visual storytelling skills with an eye for attention-grabbing design.
Proficiency with the Adobe Creative Cloud Suite (Photoshop, Illustrator, etc.).
Ability to manage contractors or creative vendors, balancing quality and speed.
Collaborative mindset with excellent communication skills to work across creative and strategy teams.
Understanding of YouTube trends and the role thumbnails play in video performance.
Nice to Have
Experience working directly with creator-led or entertainment brands.
Knowledge of A/B testing for thumbnails or creative optimization strategies.
FIRE PERKS (full time employees only)
100% Company paid Medical Insurance
Company sponsored Dental and Vision Insurance
401K with a 3% non-elective contribution from TBNR LLC that fully vests immediately
Flexible time off with 8 Company paid holidays
TBNR LLC is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to an inclusive environment.
$68k-125k yearly est. Auto-Apply 60d+ ago
Strategist
Its Plein Air Agency LLC
Strategist job in Dallas, TX
Job DescriptionDescription:
Plein Air Agency is looking for a mid-level strategist with a creative mind who can find ideas that solve problems for our clients and their customers. The right person will be a student of brands and people, and have experience developing design assets like customer journeys.
He or she will be driven, collaborative, and eager to share, debate, and offer new perspectives. Most of all, this person will have the ability to connect with our clients' customers, understand what motivates them, and help our team create ideas that add value for them.
We are a distributed company, so you will have lots of video meetings, but you can work from pretty much anywhere that has good internet. Some travel may be required.
Please include a link to a resume and a portfolio to be considered. If your portfolio is in a PDF, a link to a file a Dropbox or Google Drive works as well.
Responsibilities
Collaborate on brand strategy decks
Be comfortable conducting independent research to build creative insights that fuel new ideas
Help bring the audience to life for our teams and our clients
Participate in developing tactical roadmaps to help our clients plan
Create POVs that help our clients understand change
Contribute to the overall strategic direction of projects
Work with our cross functional teams to create concepts
The keys to being good at this job
1.
Curious
. All ideas come from somewhere. If you're not feeding yourself with good inputs, then the work will never be as good as it could have been.
2.
Super fun
. We spend a lot of time working. Let's not make all that time suck.
3.
Self-motivated
. We are small and growing, not big and bureaucratic. There will be plenty of times when you just need to figure things out.
4.
Ambition
. We want people who think they can change the world.
5.
Writing skills
. Part of your job is the communication of ideas, and that often takes a good writer.
Requirements:
3-5 of experience in design, marketing, or advertising industries
Ambitious, self-motivated and able to work with little supervision
Portfolio of creative work or marketing thinking
$68k-125k yearly est. 31d ago
AGE-LEVEL STRATEGIST
Texas Baptists
Strategist job in Dallas, TX
Job DescriptionDescription:
Texas Baptists is a convention of more than 5,300 Baptist churches. Active membership at a church supportive of Texas Baptists is a condition of employment. Texas Baptists makes all employment decisions based on its religious mission, purpose, and beliefs while otherwise complying with all federal, state, and local employment laws. The BGCT is dedicated to fair hiring practices and only relies on lawful exemptions to employment laws to the extent necessary to protect its religious mission, purpose, and beliefs.
BASIC FUNCTION
To develop and implement a strategy for missional disciple-making for all age-specific audiences (preschool, children, and students) and to serve as a liaison between WMU of Texas and the local church.
Requirements:
RESPONSIBILITIES/TASKS
NOTE
: Some descriptions may have more specific duties and/or goals and objectives attached to this form.
Such attachments normally reflect unique aspects of specific locations, shifts, departments, etc.
1. Develop and implement a strategy for missional disciple-making among all age-specific audiences; submit annual goals and plan of work to be implemented that will support the organization's mission, vision, values, and priorities.
2. Serve as a strategist, consultant, and mentor between WMU of Texas and all age-specific missions leaders. Identify and cultivate the ministry potential of others using various personality, spiritual gifts, and skills inventories.
3. Maintain professional growth through continuing education, skill development, and professional involvement in the areas of missiology and age-specific missions discipleship.
4. Manage the budget for the age-specific ministry area. This will include handling check requests, expense reimbursements, etc.
5. Prepare and provide to the Executive Director-Treasurer reports of the progress of age-specific missions discipleship for continued evaluation and development of ministries, events, and resources.
6. Promote awareness of and participation in the Mary Hill Davis Offering and Week of Prayer for Texas Missions.
7. Promote WMU of Texas Endowments to age-specific audiences.
8. Create and facilitate workshops and training for mission leaders. Design handouts and presentations as needed.
9. Prepare and proofread blog articles designed for the age-level leadership audience.
10. Maintain compliance with WMU of Texas and Baptist General Convention of Texas policies and procedures. Maintain compliance with all state and federal laws and regulatory requirements.
11. Champion best practices, current trends, and models for preschool, children, and student ministry.
12. Prepare and speak at various events, including but not limited to missions camps, banquets, luncheons, associational meetings, board meetings, annual meetings, etc.
13. Have a deep understanding of theology, educational philosophies, and biblical leadership.
14. Understand how missions are a vital part of the discipleship process and how they are lived out at various age levels.
15. Implement mission strategies that incorporate the developmental needs of preschool, children, and students.
16. Create, organize, implement, and evaluate missional disciple-making resources.
POSITION REQUIREMENTS, KNOWLEDGE, SKILLS & ABILITIES:
NOTE
: These requirements represent minimum levels in order to perform the job on a satisfactory basis.
Candidates must have the ability to satisfactorily perform the essential functions of the job.
1. In-depth understanding of ministry for the age-level audience, generally acquired through an earned bachelor's degree in a related field. Master's degree in a ministry-related field preferred, and at least three (3) years or more experience in working with WMU's age-specific audiences.
2. Develop cross-cultural skills and agility to navigate a global society, ministry, and work environment. Understand and engage intercultural audiences and implement growth strategies for mission discipleship in various contexts.
3. Active membership in a church supportive of the BGCT during employment; have a deep sense of God's call in life to serve in missions, discipleship, being able to articulate that call; and consistently demonstrate a spiritual lifestyle, commitment to Christian principles and teachings both professionally and personally.
4. An in-depth understanding and sensitivity to the needs and views of those served in the age-specific ministries.
5. Ability to relate positively, influentially, and sensitively to a broad spectrum of people to include but not limited to clergy, laity, institutional staff/faculty, various Baptist organizations, churches of all sizes, cultural identities and worship styles, board and council members, Baptists of Texas and beyond.
6. Ability to establish and maintain effective working relationships with staff, vendors, churches, committees, organizations, etc, relational skills for all cultures, ages, and with both sexes. Must be respectful of different customs.
7. Ability to provide strategic and logistical planning and facilitate meetings, conferences, workshops, and retreats as required.
8. Good listening skills, interpersonal skills, and relationship-building skills as part of a dynamic, functional team.
9. Possession of a current passport and the ability to travel to various geographic locations and some overnight stays. This may require driving and flying, on your own, for various events in-state and across the US.
10. Ability to maintain confidentiality.
11. Proficient bi-lingual (English, Spanish) communication skills are preferred.
12. Professional appearance in the office and in the field, to include professional and accurate communication with others.
13. Advanced working knowledge and ability to use various office software, including, but not limited to, Microsoft Word, Microsoft Publisher, and proficiency in interacting on social media platforms. They should have an understanding of administering Facebook groups and pages.
14. Ability to use up to 50 pounds of force occasionally and/or up to 20 pounds of force frequently and/or 10 pounds continuously to move objects (setting up, tearing down at events, packing…etc.)
$68k-125k yearly est. 8d ago
MarTech Product Strategist - TX
Photon Group 4.3
Strategist job in Irving, TX
Key Responsibilities:
MarTech Strategy Development:
Define and lead the strategy within the broader marketing technology ecosystem, primarily of AEM.
Analyze current marketing technology systems and make recommendations for improvements or new tools that can enhance marketing automation, customer engagement, and data insights
Collaborate with marketing, IT, and content teams to integrate AEM into the overall digital marketing stack.
Stay up-to-date with MarTech trends, tools, and best practices to continually evolve the organization's technology stack.
Cross-Functional Collaboration:
Partner with marketing, creative, and IT teams to ensure AEM is being utilized effectively to support omnichannel marketing strategies.
Act as the primary liaison between marketing teams and developers to communicate business needs, campaign requirements, and personalization strategies.
Drive the coordination and alignment between AEM and other customer experience platforms for an integrated digital experience.
Content Strategy & Personalization:
Drive the implementation of customer experience (CX) strategies through MarTech platforms, focusing on personalized marketing, automation, and data-driven insights
Guide teams on how to maximize built-in personalization features (e.g., targeting, audience segmentation).
Ensure content consistency, reusability, and efficiency across digital channels by leveraging AEM components and templates.
Platform Management & Governance:
Manage the lifecycle from planning and implementation to ongoing governance and optimization.
Establish and enforce governance models for content management and workflows, ensuring the accuracy and timeliness of content.
Develop best practices, documentation, and standards for MarTech usage across the organization.
Analytics & Performance Measurement:
Collaborate with data analytics teams to track and analyze the performance of digital experiences.
Provide insights and recommendations based on the analytics to optimize content and user experiences.
Ensure that marketing campaigns and content strategies are data-driven, leveraging insights from analytics tools.
Qualifications:
Education: Bachelor's degree in Marketing, Information Technology, Digital Strategy, or a related field.
Experience:
12+ years of experience in product strategy or management, with specific expertise in AEM.
5+ years of experience handling large-scale MarTech applications
Proven track record of defining and executing MarTech product strategies with a focus on content management and digital experiences.
Skills:
In-depth knowledge of Adobe Experience Manager, including its components, templates, workflows, and integrations.
Strong understanding of MarTech tools and how they integrate with AEM, such as CRM, analytics, marketing automation, and customer data platforms (CDPs).
Experience working with popular MarTech tools (e.g., Salesforce, HubSpot, Marketo, Google Analytics, etc.)
Excellent project management skills, with experience leading cross-functional teams.
Strong problem-solving and analytical skills, with a data-driven approach to decision-making.
Preferred Qualifications:
Certifications in relevant MarTech platforms (e.g., Adobe , Salesforce, Marketo).
Experience in digital transformation and change management.
Understanding of SEO, UX/UI, and front-end development principles
Compensation, Benefits and Duration
Minimum Compensation: USD 48000
Maximum Compensation: USD 192000
Compensation is based on actual experience and qualifications of the candidate. The above is a reasonable and a good faith estimate for the role.
Medical, vision, and dental benefits, 401k retirement plan, variable pay/incentives, paid time off, and paid holidays are available for full time employees.
This position is not available for independent contractors
No applications will be considered if received more than 120 days after the date of this post
$66k-121k yearly est. Auto-Apply 60d+ ago
Creative Strategist
Eagle Mountain International Church Inc.
Strategist job in Newark, TX
Requirements
EDUCATION:
Bachelor's degree in marketing, Design or Business preferred.
KNOWLEDGE/SKILLS/ABILITIES/EXPERIENCE:
Must be forward-thinking, well-organized, motivated, self-directed and an effective team player.
Must have a working knowledge of all functional areas within EMIC/KCBC.
Must possess experience and judgment to plan and accomplish goals.
Must be adept in problem solving and resolution development.
Must be highly motivated and able to work with very little direction.
Must be creative and skilled in both short and long-range planning.
Must have a sound understanding of project management processes.
Must have excellent presentation and general communication skills.
Must demonstrate discretion and integrity in handling confidential organizational information.
SUPERVISORY RESPONSIBILITIES:
See "Operational" Duties and Responsibilities above.
EQUIPMENT TO BE USED:
Computer, copier/printers, telephone, and any other equipment common to a standard office setting
TYPICAL PHYSICAL DEMANDS:
Must be able to work extended hours, as needed for project requirements.
Normal range of vision and hearing.
Requires manual dexterity sufficient to operate standard office machines such as computers, calculators, smartphones, office phones and other office equipment.
TYPICAL MENTAL DEMANDS:
Strong communication, leadership, organizational skills.
Preemptive thinker and self-directed.
Ability to give, receive and analyze information, formulate work plans, prepare written materials, and articulate goals and action plans.
Ability to think creatively and have an eye for design and the desired look and feel.
Must interpret vague or implicit instructions and respond effectively in divers work situations.
Must be detail-oriented and possess strong communication skills.
Must be task and goal oriented.
Requires the ability to multi-task, and/or to readily change direction.
Must adapt well to changing work situations.
Must be able to grasp and apply new ideas.
Must be able to resolve problems, handle conflict, and make effective decisions.
Must relate and interact with diverse groups of people.
Must have a good command of the English language and be able to proofread work.
WORKING CONDITIONS:
Work in a normal office environment, various locations on property for events or projects as well as youth service environments (auditoriums, etc.). Weekend and evening hours may be required as well as overnight travel
Availability after normal working hours as needed*
Located within driving distance of The Ministry headquarters in Newark, TX.
OTHER:
Born again believer and must adhere to this organization's doctrines as upheld by Kenneth and Gloria Copeland and their appointed representatives.
Must work collaboratively and uphold unity in accordance with Romans 16:17, avoiding dissension and division.
Must maintain a good attendance record.
Membership and attendance at EMIC are preferred.
Because of the wide range of personal contact with ministry leaders within and outside the organization, this position requires considerable diplomacy, maturity, and excellent communication skills.
Ability to work with people of all cultures.
$68k-125k yearly est. 60d+ ago
Delos Wealth Strategist
First United Bank & Trust Co 4.6
Strategist job in Dallas, TX
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Delos Wealth Strategist
Company Overview
Delos Capital Advisors, A Spend Life Wisely Company, is the wealth management subsidiary for First United Bank that provides services to ultra-high net worth individuals, private family offices and foundations, institutional investors, and financial service companies by providing comprehensive wealth, risk, and investment management services.
Under the parent company of Spend Life Wisely, our shared philosophy revolves around helping our clients emphasize balance through four pillars: Wellness, Personal Development, Financial Well-Being, and Faith.
Position Summary
The Wealth Strategist is a key client acquisition leader responsible for attracting and engaging High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals and families. This individual will lead strategic efforts to develop client relationships, create marketing and networking initiatives, and collaborate with partners across Delos Capital Advisors (DCA) to deliver tailored financial solutions. Success in this role is driven by relationship-building, thought leadership, and high-touch client service that positions Delos Capital Advisors as the partner of choice for sophisticated wealth management needs.
Key Responsibilities
Business Development & Client Acquisition
* Identify and pursue opportunities to attract HNW and UHNW clients through strategic planning and relationship-building.
* Leverage professional and personal networks to generate qualified referrals and introductions.
* Research and analyze prospects' full financial picture, including assets and liabilities, to provide comprehensive service recommendations.
* Present customized wealth management solutions and collaborate with client advisors (e.g., attorneys, CPAs) to ensure alignment.
Marketing & Communication Strategy
* Design or advise on marketing strategies aimed at engaging HNW and UHNW clients, including:
* Speaking engagements
* Media opportunities
* Strategic partnerships
* Develop and execute outreach strategies targeting Centers of Influence (COIs), business exits, and philanthropic/family convenings.
Community Engagement
* Identify and recommend participation in philanthropic and social organizations that align with Delos Capital Advisors' brand and client base.
* Represent the firm at community and industry events to increase visibility and strengthen brand presence in key markets.
Client Relationship Management
* Serve as a primary contact for prospective and existing clients with complex or sensitive financial circumstances.
* Maintain ongoing communication with clients, identifying opportunities for additional services or deeper engagement.
* Act as a liaison between the client and the broader Spend Life Wisely Company team for account management and service coordination.
Planning & Advisory Services
* Consult with clients and their advisors to design tax-efficient estate and wealth transfer strategies, using in-depth knowledge of estate, gift, income, and inheritance taxes.
* Maintain expert knowledge of personal trusts, living trusts, wills, investment management, financial consulting, and fiduciary services.
* Stay current with federal, state, and local regulations impacting financial planning, banking, and fiduciary practices.
Performance Expectations
* Achieve a minimum of $30 million in net new asset growth annually.
* Actively participate in internal councils, task forces, and training initiatives to promote cross-functional collaboration and thought leadership.
* Contribute to the firm's thought leadership through participation in seminars, client events, and educational programming.
Qualifications
* Proven track record of developing and maintaining HNW/UHNW client relationships.
* Deep knowledge of investment management, estate planning, trust services, and tax strategies.
* Excellent communication, presentation, and consultative sales skills.
* Ability to build trust and credibility with clients, partners, and COIs.
* FINRA Series 65 license (or ability to obtain within a defined timeframe).
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
All Locations:
Dallas-Uptown
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
$57k-111k yearly est. Auto-Apply 60d+ ago
Customer Data Strategist
Slalom 4.6
Strategist job in Dallas, TX
We are open to hiring in many U.S. locations and travel will be contingent on client needs. Who You'll Work With A team focused on transforming customer experience through data-driven strategy and activation. You will work closely with business stakeholders, marketing leaders, data architects, data engineers and AI teams to design customer data flows, data products and data enabled capabilities that improve personalization, marketing performance, and digital experiences.
Role: Customer Data Strategist / Architect
Target Level: Senior Consultant
What You'll Do
* Translate marketing, advertising and CX goals into actionable data strategies, advising on identity resolution, consent, segmentation, personalization, and activation to improve targeting, ROI measurement, and customer experience
* Define and design scalable data architectures for Customer 360, ensuring alignment across CDPs, cloud data warehouses, and marketing platforms
* Collaborate with data engineering and architecture teams to shape solution design, ensuring alignment with business goals and technical feasibility
* Facilitate workshops and discovery efforts to understand client data maturity, shape actionable requirements, and ROI considerations
* Contribute to go-to-market content and delivery efforts for data-driven CX, marketing, and loyalty programs
What You'll Bring
* 4-7 years of experience in customer data strategy, marketing technology, or data architecture roles
* Familiarity with CDPs (e.g., Segment, Amperity, Salesforce, Tealium, Hightouch), cloud data platforms (e.g., AWS, Snowflake, Databricks, BigQuery) and their role in modern marketing data architecture
* Strong understanding of how customer data flows from refinement to activation, including preparation for analytics, predictive modeling, and orchestration across CDPs, identity resolution, consent management, segmentation, and cross-channel experience platforms.
* Experience translating business needs into scalable data requirements and collaborating across technical and non-technical teams
* Ability to lead client-facing workshops and translate complex data topics for non-technical stakeholders
* Excellent written and verbal communication skills with comfort presenting to senior audiences
About Slalom
Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. We team with leaders who expect more. So we bring more. From strategy through delivery, our agile teams across 52 offices in 10 countries collaborate with you to bring powerful customer experiences, innovative ways of working, and new products, services, and businesses to life. Every day, we work at the forefront of industry, combining our deep roots in technology and data, to help you tackle challenges, improve operations, and drive sustainable growth. We work to discover your singular "why," understand your customers - and your customer's customers - to chart a course for action that is true to who you are. Your ambitions become our North Star.
We're honored to be consistently recognized as a great place to work, including being one of Fortune's 100 Best Companies to Work For nine years running. Learn more at slalom.com.
Compensation and Benefits
Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer a yearly $350 reimbursement account for any well-being related expenses as well as discounted home, auto, and pet insurance.
Slalom is committed to fair and equitable compensation practices. For Senior Consultant, the target base salary pay range in Chicago and Raleigh is $115,-165,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
EEO and Accommodations
Slalom is an equal opportunity employer and is committed to inclusion, diversity, and equity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process.
$115 hourly 29d ago
Marketing Analytics
Collabera 4.5
Strategist job in Plano, TX
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
Collaborate with Marketing to identify, prioritize and execute analytical work that enables a deep understanding of customer behavior.
Develop customer insights through leveraging customer database and other information systems.
Design and execute analyses to determine the customer impact of various business decisions and/or marketing campaigns.
Collaborate with business teams on ad-hoc analyses that uncover root cause of recent business trends.
Serve as the subject matter expert on customer data within Marketing.
Create and deliver insightful presentations that summarize complex analyses and inform business decisions.
Qualifications
3+ years of progressive experience mining large complex data sets, using a variety of advanced quantitative/modelling techniques in a corporate marketing discipline.
Experience in SQL and/or SAS with working knowledge of methodologies used for advanced analytics required.
Experience with Cognos, Qlickview, Tableau or other similar business intelligence and visualization tools.
Very strong Microsoft Excel (including pivot tables, graphics) and Powerpoint skills required.
Ability to program in newer emerging languages such as R and Python; working knowledge of Hadoop and other big data technologies highly desired.
Additional Information
To learn more about this position, please contact:
Sanket Kokne
************8
*****************************
$81k-108k yearly est. Easy Apply 16h ago
Marketing Analytics Manager
Ra 3.1
Strategist job in Dallas, TX
About Client:
They help in transforming the leading organizations and communities around the world. Organizations infrastructure and culture is amazing. Best place!!
Job Title: Marketing Analytics Manager
Job Level: Mid - Senior Level
Job Description:
This is what you will do..
You will be using quantitative methods to assess the impact of offline and digital marketing.
You will be interacting with the client.
You will be providing analyses, recommendations, presentations and advice to clients.
You will be doing project-based analytics which includes Marketing Mix Modeling, Multi-Channel Attribution, Digital Analytics, Pricing and Promotion and Demand Forecasting.
You will be leading a team and you will be responsible for team's growth.
We are looking for someone...
Who has nearly 5+ years of experience in the analysis of Marketing data using SAS and other statistical modeling tools.
Who is good in management or leadership role.
Who is good in providing external consulting.
Who is proficient in SAS or other statistical modeling tools.
Who enjoys traveling, because this role involves traveling (80% to 100%).
Who is proficient in Applied Statistics/Econometrics, Statistical Programming, Database Marketing Management & Operations etc.
Who is proficient in Customer-level data analysis.
Qualifications
Who has nearly 5+ years of experience in the analysis of Marketing data using SAS and other statistical modeling tools.
Who is good in management or leadership role.
Who is good in providing external consulting.
Who is proficient in SAS or other statistical modeling tools.
Who enjoys traveling, because this role involves traveling (80% to 100%).
Who is proficient in Applied Statistics/Econometrics, Statistical Programming, Database Marketing Management & Operations etc.
Who is proficient in Customer-level data analysis.
Additional Information
All your information will be kept confidential according to EEO guidelines.
$85k-118k yearly est. 60d+ ago
CIB Marketing Analytics
Jpmorgan Chase & Co 4.8
Strategist job in Plano, TX
JobID: 210679310 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $104,500.00-$150,000.00 Are you passionate about transforming data into actionable insights that drive business growth? Join our dynamic team in CIB Marketing Analytics, where you'll be the digital marketing analytics expert supporting Payments, Global Banking, and Markets and Securities Services GTM activations and marketing initiatives.
Job Responsibilities:
* Dive deep into web analytics and user journey analysis on jpmorgan.com to understand customer behavior and optimize conversion paths.
* Map user journeys, analyze engagement metrics (bounce rate, time on site, scroll depth), and pinpoint opportunities for site and campaign improvement.
* Manage Adobe Analytics data pipelines to Databricks and utilize platforms like ContentSquare and 6sense for rich visitor-level insights.
* Build and maintain ThoughtSpot dashboards for executive stakeholders, and create custom metrics, segments, and dimensions in Adobe Analytics.
* Lead Claravine implementation to standardize campaign tracking across all business lines.
* Conduct thorough QA for new pages and campaigns, validating tracking codes, data layer implementations, and CTA naming conventions before launch.
* Analyze paid media performance across social, programmatic, search, and display channels.
* Deliver executive-ready reports, dashboards, and strategic recommendations to guide future marketing investments.
* Partner with web development teams across Global Banking, Markets and Securities Services, and Payments to define analytics requirements.
* Work cross-functionally with social media, paid media, content, and email marketing teams to deliver quarterly insights and recommendations to senior leadership.
Required qualifications, capabilities and skills-
* 3-5 years' experience with Adobe Analytics (workspace analysis, segments, calculated metrics, API integrations), SQL for data extraction and analysis, and dashboard creation using Tableau or similar visualization tools.
* Familiarity with marketing analytics platforms such as ContentSquare and ThoughtSpot, web debugging tools, and data engineering concepts (ETL, data quality management).
* Demonstrated ability to analyze digital marketing campaigns across paid social, programmatic, search, display, and email channels.
* Skilled in user journey mapping, conversion optimization, and website A/B testing.
* Proficient with key marketing metrics (CTR, CPL, CPC, CPM, ROAS, engagement, bounce rate, time on site) and marketing technology stacks (tag management, attribution tools, CDPs).
* Expert at translating complex data into clear, actionable insights for executive audiences.
* Strong presentation and reporting skills, with the ability to manage multiple projects simultaneously.
* Self-motivated, collaborative, growth-oriented, detail-focused, adaptable, and an excellent communicator.
* Experience with Content Square, Claravine, Python, cookie consent/privacy regulations (GDPR, CCPA), Databricks or Spark, and marketing automation platforms such as Marketo or Salesforce Marketing Cloud.
Preferred qualifications, capabilities and skills:
* Experience in financial services or B2B marketing is preferred.
The average strategist in Grapevine, TX earns between $52,000 and $165,000 annually. This compares to the national average strategist range of $62,000 to $176,000.
Average strategist salary in Grapevine, TX
$92,000
What are the biggest employers of Strategists in Grapevine, TX?
The biggest employers of Strategists in Grapevine, TX are: