Agency Consultant
Strategy consultant job in Ripon, WI
Horace Mann is a purpose-driven company that is passionate about educators. The Agency Consultant will lead and consult with new agents to help them develop strong, successful agencies, increase revenue, and contribute to long-term, profitable company growth. This field leader position will require extensive travel, 80% of the time.
This position reports to the Agency Consultant Executive.
Job Responsibilities:
Articulate the HM story and value proposition.
Build and maintain the agent/agency relationship with the Company.
Consult with agents to help them identify issues and opportunities and recommend possible actions that may be taken to correct problems and improve agency operations and sales production.
Help agencies understand and implement processes that may improve agency operations and enhance economic interest at the time of agency sale or appointment termination.
Connect Horace Mann capabilities with local market and/or agent opportunities.
Coach and assist agents with agency business planning to achieve targeted agency results.
Lead agent growth through school access programs, association relationships, and marketing strategies.
Utilize available technology, tools, and resources to analyze agent business results and improve agency operations, growth, and profitability.
Leverage available growth programs with agents in marketplace.
Joint work with new agents to show how to execute in-school activities, sales presentations, etc.
End agent engagements for underperforming agents
Coordinate with recruiting function on agent pipeline
Thorough knowledge and understanding of repeatable sales processes, business planning, and installation of new agents.
Travel >80%
Education & Experience:
Business degree or equivalent experience
3+ years in successful field or agency experience
Licenses: P&C, L&H; no securities training will be performed.
Strong business knowledge with ability to develop effective internal relationships across business functions
Pay Range:
Base Salary: $89,000 - $114,000
Target Incentive: $60,000 (0-200%); subject to annual review
Note: Salary is commensurate with experience, location, and other relevant factors
#vizi
#LI-JC1
#IND1
#APP
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
For applicants that are California residents, please review our California Consumer Privacy Notice
All applicants should review our Horace Mann Privacy Policy
IRIS Consultant - Appleton/Green Bay Area
Strategy consultant job in Pulaski, WI
π Now Hiring: IRIS Consultant
π
Milwaukee, WI (Hybrid Role)
π
Full-Time | 40 hrs/week | 8 AM - 5 PM
π
Travel Required (30-50%)
πΌ
Benefit Eligible
Are you passionate about empowering others to live independently and direct their own care? Join Lutheran Social Services of Wisconsin and Upper Michigan as an IRIS Consultant and help individuals shape meaningful lives through the IRIS Program (
Include, Respect, I Self-Direct
). π
As part of our ICA Team, you'll work in a social services capacity to support participants in maintaining autonomy, ensuring health and safety, and navigating long-term care services. This is a continuous posting in anticipation of potential future openings in the Appleton/Green Bay area and surrounding areas.
π§ What You'll Do
π€ Build trusting relationships with participants
π Assist in developing IRIS Support and Services Plans
π Maintain monthly contact and quarterly visits
π§ Help participants understand and maintain IRIS eligibility
π§ π€ π§ Connect with local agencies and ADRCs to expand service options
π Document all contacts and visits in required systems within 2 business days
π§ͺ May conduct annual Long-Term Care Functional Screens
π‘ Work independently while collaborating with a supportive ICA team
π Perks & Benefits
π Public Service Loan Forgiveness (PSLF) eligibility + support navigating PSLF
π₯ Medical, Dental & Vision Insurance
π³ Flex Spending (Health & Dependent Care)
π Mileage Reimbursement
ποΈ Paid Time Off + 10 Paid Holidays
π° 403B Retirement Contribution
π Annual Raises
π§ Calm Wellness App - Premium Access
πΈ Early Earned Wage Access (UKG Wallet)
π§ βοΈ Employee Assistance Program
π
Service Awards & Recognition
π Qualifications
π Bachelor's degree in social work, psychology, human services, or related field OR 4+ years of direct experience in social services with seniors or individuals with disabilities OR Current IRIS Consultant in good standing with DHS exemption
π Bilingual in Spanish, Hmong, or other languages is a plus!
πͺ Strong commitment to participant autonomy and meaningful living
π» Comfortable with smartphones, tablets, and computer systems
π§ Knowledge of human behavior, social interaction, and community resources
π€ Willingness to serve diverse populations with respect and empathy
π Requirements
Valid driver's license & reliable transportation
Satisfactory driving record per LSS Driver Safety Procedure
Ability to meet LSS auto insurance requirements
β¨ Ready to make a difference? Apply today and help individuals lead empowered, self-directed lives through the IRIS Program!
LSS is an Equal Opportunity Employer (EOE).
Senior Business Consultant
Strategy consultant job in Appleton, WI
Our client is a third-party administration and consulting firm specializing in employee stock ownership plans. Our client guides privately held businesses through every stage of their employee stock ownership plan journey from feasibility analysis to long-term sustainability.
Location: Appleton, Wisconsin- onsite role
Job Description:
The Senior Business Consultant drives revenue growth by leveraging consultative sales techniques to identify, engage, and secure new business clients through direct prospecting and developing referral partner relationships with consultants already engaged in accounts that align with our client's ideal customer profile. This role focuses on building trusted relationships with senior decision-makers and referral partners, simplifying complex concepts, and closing deals while providing post-sale support to transition clients to internal specialized resources for implementation and ongoing account management.
Responsibilities:
Proactively build and maintain Referral Partner Professional relationships with business advisors inside and outside of the employee stock ownership plan industry.
dictate potential clients and Referral Partner Professionals on financial, tax, and cultural implications of Employee Ownership.
Introduce new service offerings to existing accounts to grow the company's residual revenue stream.
Maintain updated account, contact, and opportunity information in CRM.
Compensation & Benefits:
Base: $90-120k
Projected OTE: (On Target Earnings; includes Base, Comm, Bonus, etc.)
Year 1 OTE = $120-150k+ at 100% of Ramp-up TVC* Goal
Year 2 OTE = $150-200k+ depending on mix of deals closed at 100% of Standard TVC* Goal
Variable Commission: Uncapped variable compensation
Accelerators for exceeding 100% goals
TVC = Total Value Credits
Health - employer pays 60% of the employee's monthly premium
Dental and vision insurance - employee pays 100%
Short and Long term Disability
Life & AD&D Insurance
Health Savings Account & Flexible Spending Account
Company paid holidays
Unlimited PTO
401K with 5% company match
Mileage reimbursement
Director of Marketing & Product Strategy
Strategy consultant job in Kimberly, WI
The Director of Marketing & Product Strategy for Rheem Midwest Distribution (RMD) will spearhead strategic marketing initiatives to drive brand awareness, customer engagement, and business growth. This role involves crafting targeted campaigns, managing budgets, analyzing market trends, and fostering collaboration across teams to ensure effective positioning of our products and services. This role requires a strategic thinker with a deep understanding of brand strategy, graphic design, market analysis, and HVAC distribution who can balance Rheem enterprise directives with local market needs and work with leadership to adopt best practices for distributor sales and marketing. This position will report to the President of RMD.
Requirements
Develop and implement comprehensive marketing strategies that align with company objectives and industry trends
Lead multi-channel marketing campaigns across digital, print, trade shows, retail, and email marketing to maximize reach and engagement
Drive initiatives that enhance brand awareness, strengthen customer engagement, and expand market share
Foster strong partnerships with RMD's major brand collaborators, working strategically to enhance brand perception and customer engagement
Develop marketing campaigns that optimize brand co-op budgets, driving growth and maximizing market influence across our territories
Analyze market data and customer insights to identify new growth opportunities and refine marketing approaches
Oversee the development and execution of dealer programs, increasing participation to meet company targets
Plan, schedule, and execute annual dealer meetings and expos
Partner with sales teams to create compelling marketing materials, product promotions, and lead-generation strategies that support annual sales targets by category
Expand the company's digital presence and social media platforms in collaboration with the E-Commerce Manager and Marketing Specialists
Manage external communications to RMD's customer base while coordinating with HR and other teams to optimize internal messaging
Monitor marketing campaign performance, providing data-driven recommendations for continuous improvement
Build and maintain strong relationships with industry partners, media outlets, and vendors to bolster brand visibility and influence
Stay informed on HVAC industry trends and competitor activities, adjusting marketing strategies as needed for continued relevance
Establish performance metrics and deadlines to ensure the marketing and product strategy team meets key objectives
Oversee department budget management, ensuring efficient resource allocation to maximize marketing impact
Collaborate with Rheem Air Distribution Marketing leadership and external agencies to develop and execute brand-aligned campaigns and collateral
Provide coaching, mentorship, and support to marketing and product strategy team members, fostering professional growth
Perform other duties as assigned to support overall company objectives
Qualifications
Bachelor's degree in Marketing, Business Administration or related field required
10+ years of experience in marketing, preferably in the HVAC, distribution, or industrial sectors
5+ years of leadership experience
Strong understanding of B2B marketing principles and practices
Strong knowledge of sales and marketing concepts and techniques
Proficiency in digital marketing tools, analytics platforms, and CRM systems
Graphic design (Adobe Creative Suite) and video editing proficiency
Ability to work with a variety of people and handle difficult situations in a positive and professional manner
Exceptional verbal and written communication skills with keen attention to detail
Proven ability to effectively lead a team and numerous projects
Ability to creatively and effectively design and present marketing content, including the preparation of executive-level presentations and reports
Excellent time management and organization skills
Entrepreneurial, goal-driven, and self-motivated
Experience coordinating events, trade shows, or similar promotional efforts is a plus
Willingness to travel as required, approximately 20-30%
Associate Solutions Consultant - Microsoft Sales
Strategy consultant job in Little Chute, WI
Job DescriptionDescription:
The Associate Consultant (ASC) - Microsoft Sales position provides a unique opportunity to focus on and grow HBS's strategic relationship and brand within Microsoft by focusing on the joint value proposition of the partner alliance. A successful ASC on HBS's Microsoft Sales Team will work closely with the Associate General Manager to drive new business with current customers and prospect new customers.
This individual will assist - and in many cases lead - the sales process by aligning our Microsoft technology solutions, building long-term relationships, and serving as a strategic advisor to help customers achieve their business goals.
This role is for those eager to learn, shape the business, adapt within a fast-paced high-volume work environment, and embrace exciting challenges that come with the ever-changing technology landscape within Microsoft.
Roles and Responsibilities/ Essential Functions:
Drive growth in existing customer base by identifying opportunities to introduce additional HBS and Microsoft solutions and services, thereby enhancing HBS's partnership value and customer satisfaction.
Identify customer prospects through Microsoft Co-selling, client referrals, association and industry group participation, and conference/tradeshow attendance.
Co-sell with Microsoft by conducting Rhythm of Business (ROB) meetings with sellers, bringing them into established accounts, and selling HBS into their customer base.
Provide sales support by assisting other HBS Solutions Consultants with selling our Applications (HBS's Microsoft-focused service delivery team) services within their customer base.
Be an expert on Microsoft technologies and products by obtaining certifications (ex. MS-900, AZ-900, SC-900, etc.), engaging in Microsoft's sales meetings, attending conferences, and reading relevant publications on product applications and market trends.
Understand Microsoft's partner sales motions, financial incentives, and go-to market strategies to enrich the sales process within HBS.
Serve as the central coordinator between internal teams and Microsoft to meet partnership goals and drive revenue growth.
Support the HBS technical teams with Microsoft customer references, association of Claiming Partner of Record (CPOR) and Partner Admin Link (PAL), and Microsoft Marketplace offers that align with the fiscal years' solution plays and priorities.
Address customer inquiries on products, services, pricing, availability, uses, and credit terms with expert precision.
Craft compelling proposals covering prices, funding details, and solution design specifics.
Conduct onsite visits, when applicable, to engage with customers to better understand their business needs and build strong partner relationships.
Utilize CRM and Microsoft Partner Center to maintain meticulous customer opportunities and referrals to display the full visibility into the business HBS is driving for Microsoft and HBS leadership.
Forecast sales opportunities accurately as they initiate, develop and close following the Microsoft Customer Engagement Methodology (MCEM).
Collaborate with internal stakeholders to ensure the proper allocation and utilization of engineering resources to drive revenue growth to obtain HBS's key metrics and KPIs within Application and other engineering teams.
Invest in team members' growth and development by exchanging valuable insights and successful selling strategies that drive results.
Demonstrate technical solutions and services by articulating HBS's business value portfolio to clients via calls and presentations with clarity and excitement.
Champion our company's capabilities, reputation, products, systems, services, and cutting-edge techniques across multiple industries nationwide.
Execute integrated sales and marketing campaigns to achieve sales goals.
Meet or exceed sales targets by leveraging dynamic sales strategies (>$300,000).
Requirements:
Competencies:
Accountability - Ability to accept responsibility and account for his/her actions.
Ambition - The drive to achieve personal advancement.
Customer Oriented - Ability to take care of the customers' needs while following company policy.
Decision Making - Ability to make critical decisions while following company procedures.
Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
Motivation - Ability to inspire oneself and others to reach a goal and perform to the best of their ability.
Presentation Skills - Ability to effectively present information publicly.
Relationship Building - Ability to effectively build relationships with customers and co-workers
Required Experience:
Proven track record in outside or inside sales, particularly in technology or consulting services
At least one (1) year of experience with Microsoft solutions and products
Preferred Experience:
Two years or more of related sales experience
Required Skills, Education and/ or Certifications:
High School Diploma or equivalent
Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Strong ability to build and maintain relationships with customers and partners
Preferred Skills, Education and/ or Certifications:
Co-selling with Microsoft
Bachelor's Degree (four-year college or university)
Deep understanding of Microsoft technologies and solutions
Microsoft Certifications: AZ-900, AI-900, SC-900, MS-900
Equal Opportunity Employer - Including Disabled and Veterans
#HBS
MBA Intern - Investor Relations
Strategy consultant job in Oshkosh, WI
At Oshkosh, we build, serve and protect people and communities around the world by designing and manufacturing some of the toughest specialty trucks and access equipment. We employ over 18,000 team members all united by a common purpose. Our engineering and product innovation help keep soldiers and firefighters safe, is critical in building and keeping communities clean and helps people do their jobs every day.
The position supports Oshkosh Corporation's investor relations activities through data-driven shareholder analysis and strategic investor targeting. This role will work closely with senior leadership to assess current and historical shareholder trends, benchmark against peer companies and identify new institutional and ETF investors aligned with the company's Innovate. Serve. Advance. strategy. The successful candidate will gain meaningful exposure to the capital markets and contribute insights used in executive-level decision-making.
YOUR IMPACT
These duties are not meant to be all-inclusive and other duties may be assigned.
Analyze Oshkosh's current shareholder base to identify ownership trends, investor concentrations and engagement opportunities
Evaluate historical shareholder movements and turnover patterns to provide context for targeting strategies
Benchmark peer company shareholder profiles to assess gaps and new investor opportunities
Develop a structured investor targeting database with segmentation by investor type, size, style and activity
Identify and prioritize traditional institutional investors and ETFs with strategies aligned to Oshkosh's end markets and long-term growth outlook
Prepare summary reports, dashboards and visuals highlighting shareholder dynamics and potential investor targets
Support the development of investor targeting lists and outreach strategies for upcoming roadshows and conferences
Participate in IR team activities such as earnings preparation, investor outreach and post-call analytics as needed
Contribute research and insights to improve the quality of Oshkosh's shareholder base
MINIMUM QUALIFICATIONS
Current enrollment in an MBA program with a focus in Finance, Strategy or related field
Strong analytical and quantitative skills with experience using Excel and PowerPoint; exposure to capital markets data tools preferred
Demonstrated ability to interpret financial and market data to derive actionable insights
Excellent written and verbal communication skills, capable of summarizing complex topics for executive audiences
High attention to detail, intellectual curiosity and strong initiative
Ability to work collaboratively and manage multiple priorities in a fast-paced environment
Interest in investor relations, equity markets and institutional investor behavior
Ability to work up to 40 hours per week during the summer internship period
Pay Range:
$18.00 - $37.00
The above pay range reflects the minimum and maximum target pay for the position across all U.S. locations. Within this range, individual pay is determined by various factors, including the scope and responsibilities of the role, the candidate's experience, education and skills, as well as the equity of pay among team members in similar positions. Beyond offering a competitive total rewards package, we prioritize a people-first culture and offer various opportunities to support team member growth and success.
Oshkosh is committed to working with and offering reasonable accommodation to job applicants with disabilities. If you need assistance or an accommodation due to disability for any part of the employment process, please contact us at ******************************************.
Oshkosh Corporation is a merit-based Equal Opportunity Employer. Job opportunities are open for application to all qualified individuals and selection decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or other protected characteristic. To the extent that information is provided or collected regarding categories as provided by law it will in no way affect the decision regarding an employment application.
Oshkosh Corporation will not discharge or in any manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with Oshkosh Corporation's legal duty to furnish information.
Certain positions with Oshkosh Corporation require access to controlled goods and technologies subject to the International Traffic in Arms Regulations or the Export Administration Regulations. Applicants for these positions may need to be "U.S. Persons," as defined in these regulations. Generally, a "U.S. Person" is a U.S. citizen, lawful permanent resident, or an individual who has been admitted as a refugee or granted asylum.
Auto-ApplyInventory Management Solutions Consultant
Strategy consultant job in Appleton, WI
BUILD A BETTER CAREER WITH MSC Serving customers and our community starts with the best people doing their best work. That is precisely what we have created at MSC Industrial Supply Co. We are a leading North American distributor of metalworking and maintenance, repair, and operations (MRO), products and services. We offer more than 2 million products and have over 80 years of experience across dozens of industries. We aim to execute our Built to Make You Better brand promise for all our stakeholders, including our associates.
Requisition ID :19577
Employment Type :Full Time
Job Category :Vending Management
Work Location :Appleton, WI
BRIEF POSITION SUMMARY:
Through strong interpersonal skills and with limited supervision, the Inventory Management Solution Consultant's (IMSC) primary role is enabling explosive revenue growth through solution opportunity management. This includes solution discovery, recommendations, signings support and installation oversight. This can include supporting Customer Needs Analysis (B/CNA) agreements and/or complex sales support involving customer C-Suite personnel.
DUTIES and RESPONSIBILITIES:
* Enables explosive sales growth by properly managing new solution opportunities is the ultimate IMSC's responsibility beginning with comprehensive customer discovery through installation oversight.
* Proficient with all MSC/Class C inventory management solutions including but not limited to vending, VMI, VMI Inclusion, Crib Software, CMI, etc.
* Partners with key stakeholders to ensure customer needs are met through data collection, solutions discovery and building customer relationships to enable explosive sales growth.
* Conducts detailed discovery on customer needs, including, but not limited to data collection, process improvement, price concerns and cost savings that result in increased signings and expedited installation timelines.
* Continuously works to shorten discovery and recommendation processes (without sacrificing quality) to expedite timelines and speed overall implementations.
* Ensures recommended solutions address specific customer needs
* Provides financial assumptions that supports the recommended solution.
* Working with sales partners, focus on obtaining signed agreements in a timely manner.
* Drives proficiencies in these additional areas:
* Installations - on occasion will be required to support actual solution installations
* Break Fix (onsite service)
* Post Install Support
* Supply Chain Optimization
* Cancellation support
* Utilizing key tools, technology and related PPE, responsible for required for a safe work environment
* Adheres to service level agreements to consistently deliver best-in-class results
* Mentors others on Solutions based programs and systems
* Follows all required Salesforce protocols for project and time management
* Provides feedback to management for continuous process improvement
* Represents MSC Solutions at branch meetings and foster partnerships with sales associates
* Supports designated team goals and objectives
* Follows all MSC policies and procedures documented in the associate handbook.
* Participates in special projects and performs additional duties as required.
Fosters the MSC Culture in the department and throughout the company to ensure unity of purpose and fulfillment of MSC's mission.
EDUCATION and EXPERIENCE:
OTHER REQUIREMENTS:
* Bachelor's Degree in Business or the equivalent experience is required
* Minimum three years supporting value-added customer solutions / inventory management programs is required
* Experience troubleshooting hardware and/or software preferred
* Knowledge of MSC-like product lines/services & MSC related experience is required
* Driver of execution, ability to work through complex situations
* Excellent verbal and written communication skills required
* Excellent interpersonal skills required
* Organizational & time management skills required
* Problem solving, and situational adaptability skills required
* Computer literacy & proficiency in word processing, spreadsheet & presentation software required.
* Electro/Mechanical aptitude preferred
* Database Software and SQL preferred
* A valid driver's license & the ability to travel 75% including overnight is required.
* Must possess basic knowledge and use of hand and power tools
* Able to perform physical activities such as lifting to approximately 50 lbs
* Ability to work in various types of industrial environments
* Must adhere to customer specific requirements such as wearing hardhats, safety glasses, steel toe shoes, etc.
* This position may require access to International Traffic in Arms Regulations Information ("ITAR") and/or Controlled Unclassified Information ("CUI").
Compensation starting at $65,000 - $75,000 depending on candidate location and experience.
The salary range represented is based on similar roles in comparable industries, and the cost of labor in respective cities. Actual compensation is based on the candidate's relevant experience, education requirements and peer pay equity. The Company reserves the right to modify the range as market conditions change.
Applicants must be currently authorized to work in the United States. We are unable to sponsor or take over sponsorship of an employment Visa for this position at this time.
This job posting will remain open for a minimum of 7 business days from the original posting date or longer as needed to fill the position.
WHY MSC?
People. Collaboration. Insight. That's how you build something that works. Built on a foundation of trust, MSC works side by side with our customers to help them drive business results. With more than one million product offerings and 80+ years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions. We care about our associates and have programs in place to help our 6,500+ team members achieve their potential.
OUR COMMITMENT TO YOU
Our associates are our top priority and investing in their well-being is one way we execute our Built to Make You Better brand promise. Alongside competitive pay, we have a comprehensive benefits program to support you and your family's health, well-being and financial future. We offer dynamic healthcare plans, generous 401K and stock purchasing programs, tuition reimbursement opportunities, and paid time away for holidays, vacations, and illness. Visit our page for a better look at our extensive benefits: Your Future Benefits.
You will also have the opportunity to join our Associate Inclusion Circles: Women, Pride, Black, Generational, Veterans, HOLA, and Able. These circles are open to all associates and are designed to promote awareness, collaboration, and respect.
EQUAL EMPLOYMENT OPPORTUNITY STATEMENT
At MSC, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all qualified applicants and our associates without regard to race, color, religion, age, sex, national origin, disability, protected veteran status, sexual orientation or any category protected by applicable law. Accommodation requests can be made at any stage of the recruitment process; applicants are asked to make their needs/requirements known.
Plan Consultant - DB/CB
Strategy consultant job in Appleton, WI
Job DescriptionDescription:
The Plan Consultant is a key compliance and technical resource responsible for administering and supporting employer-sponsored retirement plans. Training is provided to acquire expertise in plan testing, contribution calculations, and government filings. The Plan Consultant collaborates with internal teams and clients to ensure retirement plans are operated in full compliance with IRS, DOL and ERISA regulations.
Key Responsibilities
Maintain an assigned book of plans, including defined benefit and defined contribution plans.
Prepare (and/or review, based on experience) valuations and compliance testing pursuant to
ERISA guidelines and IRS procedures: Calculate plan contributions to optimize tax savings while passing required testing; Perform additional required testing, such as General Testing (401(a)4), Compensation Ratio Testing (414(s) Testing), etc.; Prepare earned income calculation, as necessary, for an unincorporated employer; Prepare asset reconciliations, including trust accounting, as necessary.
Prepare (and/or review, based on experience) necessary government filings pursuant to
IRS/DOL guidelines and requirements, included but not limited to Forms 5500, 5330, and
Schedule SB.
Analyze plan documents and pro-actively recommend changes to accommodate client needs.
Assist plan sponsors with the plan termination process, including PBGC-covered plans.
Provide quality communication with the plan sponsor, advisors, and accountants.
Prepare preliminary design studies and projections for prospective clients.
Support actuaries and consultants to provide superior client service.
Prepare calculation of retirement distribution benefits.
Prepare PBGC premium filings and notices.
Requirements:
Qualifications
Minimum of 3+ years of experience in defined benefit and defined contribution administration.
In-depth knowledge of IRS, DOL and ERISA regulations.
Proficient skills with Microsoft products, specifically Excel and Word.
Ability to work under pressure and prioritize work based on deadlines.
Strong analytical and mathematical skills.
Excellent written and verbal communication skills.
Meticulous attention to detail and accuracy.
Ability to work with minimal day-to-day supervision.
Familiarity of PBGC requirements.
Desired but not Required
ASPPA or IRS industry-specific designations or willingness to attain them.
Working knowledge of PensionPro, Datair and FTWilliam.
IRIS Consultant - Appleton/Green Bay Area
Strategy consultant job in Appleton, WI
Γ°ΒΒΒ Now Hiring: IRIS Consultant
Γ°ΒΒΒ
Milwaukee, WI (Hybrid Role)
Γ°ΒΒΒ
Full-Time | 40 hrs/week | 8 AM - 5 PM
Γ°ΒΒΒ
Travel Required (30-50%)
Γ°ΒΒΒΌ
Benefit Eligible
Are you passionate about empowering others to live independently and direct their own care? Join Lutheran Social Services of Wisconsin and Upper Michigan as an IRIS Consultant and help individuals shape meaningful lives through the IRIS Program (
Include, Respect, I Self-Direct
). Γ°ΒΒΒ
As part of our ICA Team, you'll work in a social services capacity to support participants in maintaining autonomy, ensuring health and safety, and navigating long-term care services. This is a continuous posting in anticipation of potential future openings in the Appleton/Green Bay area and surrounding areas.
Γ°ΒΒ§ What You'll Do
ð€ Build trusting relationships with participants
Γ°ΒΒΒ Assist in developing IRIS Support and Services Plans
Γ°ΒΒΒ Maintain monthly contact and quarterly visits
Γ°ΒΒ§ Help participants understand and maintain IRIS eligibility
ð§ ð€ ðΒΒ§Β Connect with local agencies and ADRCs to expand service options
Γ°ΒΒΒ Document all contacts and visits in required systems within 2 business days
Γ°ΒΒ§Βͺ May conduct annual Long-Term Care Functional Screens
Γ°ΒΒΒ‘ Work independently while collaborating with a supportive ICA team
Γ°ΒΒΒ Perks & Benefits
Γ°ΒΒΒ Public Service Loan Forgiveness (PSLF) eligibility + support navigating PSLF
Γ°ΒΒΒ₯ Medical, Dental & Vision Insurance
Γ°ΒΒΒ³ Flex Spending (Health & Dependent Care)
Γ°ΒΒΒ Mileage Reimbursement
Γ°ΒΒΒΓ―ΒΈΒ Paid Time Off + 10 Paid Holidays
Γ°ΒΒΒ° 403B Retirement Contribution
Γ°ΒΒΒ Annual Raises
Γ°ΒΒ§Β Calm Wellness App - Premium Access
Γ°ΒΒΒΈ Early Earned Wage Access (UKG Wallet)
Γ°ΒΒ§Β Γ’ΒΒΓ―ΒΈΒ Employee Assistance Program
Γ°ΒΒ Service Awards & Recognition
Γ°ΒΒΒ Qualifications
Γ°ΒΒΒ Bachelor's degree in social work, psychology, human services, or related field OR 4+ years of direct experience in social services with seniors or individuals with disabilities OR Current IRIS Consultant in good standing with DHS exemption
Γ°ΒΒΒ Bilingual in Spanish, Hmong, or other languages is a plus!
Γ°ΒΒΒͺ Strong commitment to participant autonomy and meaningful living
Γ°ΒΒΒ» Comfortable with smartphones, tablets, and computer systems
Γ°ΒΒ§ Knowledge of human behavior, social interaction, and community resources
ð€ Willingness to serve diverse populations with respect and empathy
Γ°ΒΒΒ Requirements
Valid driver's license & reliable transportation
Satisfactory driving record per LSS Driver Safety Procedure
Ability to meet LSS auto insurance requirements
Γ’ΒΒ¨ Ready to make a difference? Apply today and help individuals lead empowered, self-directed lives through the IRIS Program!
LSS is an Equal Opportunity Employer (EOE).
Employment Tax Consulting and Recovery - Manager, Sr. Consultant, Consultant
Strategy consultant job in Green Bay, WI
Why Ryan? * Hybrid Work Options * Award-Winning Culture * Generous Personal Time Off (PTO) Benefits * 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) * Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement * Benefits Eligibility Effective Day One
* 401K with Employer Match
* Tuition Reimbursement After One Year of Service
* Fertility Assistance Program
* Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
Ryan is expanding and growing our Employment Tax Practice in both Employment Tax Consulting and Employment Tax Recovery. We are adding all levels - Consultant, Sr. Consultant, Manager and Senior Manager. We are also considering Director level too.
Ryan has a hybrid work environment and great benefits. We will consider candidates living anywhere in the USA.
If you are interested and you have Employment Tax experience, contact us. You can apply here or email your resume to one of us on the Strategic Recruiting Team
************************
********************
*********************
Come Be a Part of the EXCITEMENT at Ryan.
The Employment Tax Practice delivers compliance, appeals, and tax advisory services for assigned clients. The team maintains existing client relationships and focuses on Employment Tax management and minimization opportunities as well as risk management opportunities. This includes enforcing policies, standards and guidelines, researching tax issues, preparing memorandums/letters, reviewing federal, state, and local tax returns, reviewing state unemployment insurance rate calculations, preparing and presenting tax assessment appeals and supporting litigation.
The team responsible for understanding federal and state information reporting and tax withholding rules and regulations and to manage large scale reviews of client information reports for the purposes of determining any potential tax/penalty exposure, and also be responsible for reviewing client payroll and information reporting processes and controls, to identify areas of potential exposure and to make recommendations for process improvement.
Duties and responsibilities, as they align with Ryan Key Results
People. The Team works together and depending on the level of role,
* Ensure compliance with company policies, practice guidelines and standards.
* Work closely with other Ryan team members in ensuring that there is no duplication of effort relating to the execution of client projects.
* Work closely with the team in order to build practice knowledge base as well as mentor professionals within the firm.
Client - Duties are dependent on role and level to,
* Develop client workplans and schedules for associated project deliverables.
* Performs services at client location(s) where required.
* Prepares and conducts client presentations.
* Reviews and reconciles client data and identifies tax issues to research.
* Responds to client inquiries and requests from the Internal Revenue Service ("IRS") and state/local tax agencies.
* When required, serves as principal contact for client activity.
* Work on all aspects of the appeal process (informal, formal, and litigation), and reports status and results to the client.
* Assists clients with accruals, budgets, and forecasts.
* Assists with client billing and collections, financial forecasting, and bonus allocations to appropriate group members.
* Communicates new issues, legislative changes, training opportunities, and client needs and strategies.
* Develops new clients, maintains existing clients and broadens practice scope.
Value:
* Manages and monitors all aspects of Employment Tax projects.
* Obtains and reviews federal, state, local tax returns and supporting where required.
* Maintains federal, state, and local as well as international (if required) employment tax calendars.
* Manages the preparation, review, and processing any amended federal/state/local tax returns or other correspondence.
* Manages and assists in the preparation of employment tax and state unemployment insurance appeals.
* Pursues and maintains professional designations (e.g., Enrolled Agent ("EA"), Certified Public Accountant ("CPA"), Certified Payroll Professional ("CPP"), Certified Information Reporting Specialist ("CIRS").
* Participates actively in professional organizations.
* Actively promotes the practice internally and externally to build pipeline of viable employment candidates.
* Performs other duties as assigned.
Education and Experience:
Bachelor's degree or equivalent in Accounting, Business Administration, Finance/Economics, or Taxation required; Master's degree preferred and four to six years of employment tax related experience.
Computer Skills:
To perform this job successfully, an individual must have intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research. Salesforce and Workday experience a big plus.
Certificates and Licenses:
Valid driver's license required. EA, CPA, CPP, CIRS, or other appropriate designation or maintains constant effort to earn designation within two years of taking position.
Supervisory Responsibilities:
Depending on level of role may mean some supervisory responsibilities in accordance with the Firm's policies and applicable laws.
Work Environment:
* Standard indoor working environment.
* Occasional long periods of sitting while working at computer.
* Occasional long periods of standing while copying.
* Position requires regular interaction with employees and clients both in person and via e-mail and telephone.
* Independent travel to conduct field inspections may be required and be up to 50%.
Equal Opportunity Employer: disability/veteran
Auto-ApplyCommercial Lines Consultant
Strategy consultant job in Sheboygan, WI
Acuity has three openings for the position of Commercial Lines Consultant. While each role shares core responsibilities, such as supporting commercial lines operations through consulting, auditing, and serving as an underwriting knowledge resource across departments, they differ slightly in emphasis. Two of the openings will have a stronger focus on the development and facilitation of training, while the other prioritizes operational support and strategic direction while supporting extensive project work and execution of underwriting audits. Each position contributes significantly to Acuity's strategic direction and the continued enhancement of our commercial lines operations.
ESSENTIAL FUNCTIONS:
* Create and conduct training programs for both new hires and existing employees, collaborating with underwriting management on areas of opportunity. Develop training and resource material, supporting current and emerging topics.
* Serve as a knowledge resource to line underwriting in the areas of guidelines, risk assessment/selection, best practices, and coverage interpretation.
* Uphold best practices and consistency in underwriting through a variety of audits to ensure uniformity in application of standards, guidelines, and practices; perform special audits as necessary.
* Partner with management to identify, recommend, and implement changes in company policies, practices, and standards related to diverse underwriting, claim, product, or system requirements, facilitating acceptance and adoption.
* Develop and maintain reference materials, supporting best practices.
* Monitor trends and resources through external publications, conferences, and organizations, identifying opportunities to incorporate into Acuity practices.
* Participate in varied project work, including product innovation, process improvement through system design, as well as vendor and program evaluation, to maximize results.
* Display a positive, collaborative, and respectful attitude toward work, co-workers, the company and others. Uphold Acuity core values and lead by example.
* Always represent Acuity in a professional manner.
* Embody Acuity's Common Purpose and Business Consulting brand as a Partner in Excellence and Innovation.
* Regular and predictable attendance.
* Perform other duties as assigned.
EDUCATION:
Bachelor's Degree or extensive direct experience.
EXPERIENCE:
3-5 years experience in commercial multi-line property and casualty underwriting.
OTHER QUALIFICATIONS:
* Demonstrates knowledge of sound underwriting practices.
* Works effectively with stakeholders, customers, and resources from varied disciplines.
* Excels in verbal and written communications, and interpersonal interactions.
* Displays strong capabilities in critical thinking, analysis, and creative design. Willingly contributes to innovative approaches and solutions.
* Readily adapts to changing conditions, while remaining positive and productive.
* Effectively prioritizes, organizes, and accomplishes tasks in a self-directed environment.
* Acuity does not sponsor applicants for U.S. work authorization.*
This job is classified as exempt.
The salary range for this position is $90,000-$135,000 annually. This salary range is an estimate and the actual salary will vary based on applicant's education, experience, knowledge, skills, and abilities.
We are an Equal Employment Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.
If you have a disability and require reasonable accommodations to apply or during the interview process, please contact our Talent Acquisition team at ******************. Acuity is dedicated to offering reasonable accommodations during our recruitment process for qualified individuals.
HVAC Comfort Consultant
Strategy consultant job in West Bend, WI
Job Description
About the Role: As an HVAC Comfort Consultant, you will listen to the needs of customers, working with them to determine the best new equipment to meet their needs. Your strong sales skills, technical knowledge, and customer-centric approach will be instrumental in driving sales, building relationships, and contributing to our continued success.
Why You'll Want to Work Here:
Core values that we live every day - not just words on a page:
We Win Together, Today Not Tomorrow, Performance Not Politics
Performance pay directly tied to results
- You deliver for us, we deliver for you
Benefits you will use
- Full medical, dental, and vision packages including fully employer paid options
Secure your financial future
- 401(k) with company match
We invest in your future
- ongoing training that directly results into bigger career opportunities combined with continuous education stipends
Speed and scale
- Work with a company that operates at the speed of a start up with the investment backing of an institutional investor
Comfort Consultant Key Responsibilities:
Engage with residential customers in person, over the phone, and via email to understand their HVAC needs and offer suitable solutions.
Conduct thorough on-site assessments of customers' HVAC systems, identifying issues, recommending upgrades or repairs, and providing cost estimates.
Present and explain the features and benefits of our HVAC products and services, addressing customer concerns and objections.
Prepare accurate and detailed proposals, contracts, and sales agreements for customers.
Collaborate with the installation team to ensure a seamless handover of projects and exceptional customer satisfaction.
Develop and maintain strong relationships with new and existing customers, fostering customer loyalty and generating repeat business.
Proactively seek out and follow up on sales leads, referrals, and opportunities to expand our customer base.
Stay up to date on industry trends, product knowledge, and advancements to deliver informed recommendations to customers.
Achieve and exceed sales targets and quotas, consistently delivering outstanding sales performance.
Maintain accurate records of sales activities, customer interactions, and sales pipeline using CRM software.
Participate in regular sales meetings, training sessions, and professional development opportunities.
Collaborate with the marketing team to implement sales campaigns, promotions, and lead generation strategies.
Comfort Consultant Qualifications:
Proven experience in HVAC sales, preferably within the residential sector.
Strong sales acumen with a track record of achieving and exceeding sales targets.
Technical knowledge of HVAC systems, products, and services.
Excellent interpersonal and communication skills, with the ability to build rapport and establish trust with customers.
Persuasive and confident presentation skills, able to clearly articulate complex HVAC concepts to homeowners.
Customer-centric mindset with a focus on delivering exceptional service and satisfaction.
Self-motivated and driven to succeed, with a proactive and results-oriented approach.
Ability to work independently, manage time effectively, and prioritize tasks.
Proficiency in using CRM software and other sales tools.
Valid driver's license and clean driving record.
Comfort Consultant Interpersonal Qualifications:
Customer service focus and mindset, putting our employees and Partners first, with excellent ability to communicate and develop relationships.
Exceptional problem-solving and conflict resolution abilities to improve things both big and small.
Highly organized, ability to act quickly while still having attention to detail.
Hold yourself to a higher standard and exhibit a high level of integrity.
About Us:
Albiero Plumbing, Heating & Air Conditioning has been proudly serving the West Bend and Washington County area since 1967. We're a trusted, family-owned business known for quality craftsmanship, honest service, and long-term relationships with our customers and team members. From plumbing to HVAC and water treatment, we deliver reliable solutions and stand behind our work-every time. Join a company where your skills are valued, your growth is supported, and your work truly makes a difference in the community.
Albiero Plumbing, Heating & Air Conditioning is an equal opportunity employer. We consider all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
Express Lube Consultant
Strategy consultant job in Appleton, WI
Job Details Appleton Chevrolet - Appleton, WI Full Time Express Lube Service Consultant
Bergstrom Chevrolet of Appleton At Bergstrom Automotive, we're proud to be Wisconsin's largest dealership, setting the standard for exceptional guest experiences. Our team is driven by innovation, integrity, and a dedication to fostering growth and success for our team members. If you're passionate about delivering outstanding service and growing your career, Bergstrom is the place for you!
Key Responsibilities
Greet guests promptly and warmly upon arrival.
Review guests' maintenance needs and clearly explain recommended services.
Prepare repair orders with accuracy and attention to detail.
Communicate effectively with the service technicians to ensure timely service completion.
Monitor the status of vehicles and keep guests informed throughout the process.
Ensure an outstanding guest experience by addressing any questions or concerns.
Maintain a clean and organized workspace to reflect Bergstrom's standards of excellence.
Schedule: Monday - Friday 8:00 am to 5:00 pm and 2 Saturday's / month in exchange for weekday off
Annual pay averaging $45,000+ year based on $17.00/hour plus a monthly performance based bonuses.
Qualifications
Passion for providing exceptional guest service.
Excellent communication and interpersonal skills.
Ability to multitask and stay organized in a fast-paced environment.
Knowledge of automotive maintenance is a plus but not required; training is provided.
Valid driver's license and a clean driving record.
Our Commitment to You
At Bergstrom Automotive, we value our team members and are dedicated to providing a supportive and rewarding workplace. Here's what you can expect when you join our team:
Competitive Compensation
Comprehensive Benefits: Medical, Dental, Vision, Short and Long Term Disability, and Life Insurance (for full-time team members)
Generous Time Off: Two weeks of PTO starting on your first day (for full-time team members)
Exclusive Discounts: Save on vehicles, service, and parts
Financial Security: 401(k) plan with company match (for full-time team members)
Work-Life Balance: Paid holidays (for full-time team members)
Wellness Support:
Wellness Program
Free Team Member Clinic
Access to a Free Health Coach
Employee Assistance Program
Team Recognition: Employee Referral Program
Career Development: Ongoing training and opportunities for growth and advancement
At Bergstrom Automotive, we are committed to fostering a culture where our team members thrive both personally and professionally. Join us and be a part of our dynamic, award-winning team!
Join Wisconsin's Largest and Most Award-Winning Automotive Group!
Bergstrom Automotive, established in 1982 in Neenah, Wisconsin, has grown to become Wisconsin's largest automotive group and a top 50 dealer in the United States. With over 2,300 team members across 40 dealerships representing 36 brands in Green Bay, Kaukauna, Appleton, Manitowoc, Neenah, Oshkosh, Madison, and Middleton, we are proud to deliver exceptional guest experiences every day.
Our team has been consistently recognized by Automotive News as the top dealership group to work for in Wisconsin and one of the best in the United States. We've also earned accolades such as Glassdoor's βBest Places to Workβ award and honors from the Better Business Bureau and Time Magazine.
At Bergstrom Automotive, we are deeply committed to giving back to our communities, supporting local organizations such as Make-a-Wish, United Way, and Breast Cancer Research at the Medical College of Wisconsin.
Join us and be part of a team dedicated to excellence, integrity, and making a difference both on and off the lot!
IRIS Consultant - Appleton/Green Bay Area
Strategy consultant job in Appleton, WI
π Now Hiring: IRIS Consultant
π
Milwaukee, WI (Hybrid Role)
π
Full-Time | 40 hrs/week | 8 AM - 5 PM
π
Travel Required (30-50%)
πΌ
Benefit Eligible
Are you passionate about empowering others to live independently and direct their own care? Join Lutheran Social Services of Wisconsin and Upper Michigan as an IRIS Consultant and help individuals shape meaningful lives through the IRIS Program (
Include, Respect, I Self-Direct
). π
As part of our ICA Team, you'll work in a social services capacity to support participants in maintaining autonomy, ensuring health and safety, and navigating long-term care services. This is a continuous posting in anticipation of potential future openings in the Appleton/Green Bay area and surrounding areas.
π§ What You'll Do
π€ Build trusting relationships with participants
π Assist in developing IRIS Support and Services Plans
π Maintain monthly contact and quarterly visits
π§ Help participants understand and maintain IRIS eligibility
π§ π€ π§ Connect with local agencies and ADRCs to expand service options
π Document all contacts and visits in required systems within 2 business days
π§ͺ May conduct annual Long-Term Care Functional Screens
π‘ Work independently while collaborating with a supportive ICA team
π Perks & Benefits
π Public Service Loan Forgiveness (PSLF) eligibility + support navigating PSLF
π₯ Medical, Dental & Vision Insurance
π³ Flex Spending (Health & Dependent Care)
π Mileage Reimbursement
ποΈ Paid Time Off + 10 Paid Holidays
π° 403B Retirement Contribution
π Annual Raises
π§ Calm Wellness App - Premium Access
πΈ Early Earned Wage Access (UKG Wallet)
π§ βοΈ Employee Assistance Program
π
Service Awards & Recognition
π Qualifications
π Bachelor's degree in social work, psychology, human services, or related field OR 4+ years of direct experience in social services with seniors or individuals with disabilities OR Current IRIS Consultant in good standing with DHS exemption
π Bilingual in Spanish, Hmong, or other languages is a plus!
πͺ Strong commitment to participant autonomy and meaningful living
π» Comfortable with smartphones, tablets, and computer systems
π§ Knowledge of human behavior, social interaction, and community resources
π€ Willingness to serve diverse populations with respect and empathy
π Requirements
Valid driver's license & reliable transportation
Satisfactory driving record per LSS Driver Safety Procedure
Ability to meet LSS auto insurance requirements
β¨ Ready to make a difference? Apply today and help individuals lead empowered, self-directed lives through the IRIS Program!
LSS is an Equal Opportunity Employer (EOE).
Associate Solutions Consultant - Microsoft Sales
Strategy consultant job in Little Chute, WI
Full-time Description
The Associate Consultant (ASC) - Microsoft Sales position provides a unique opportunity to focus on and grow HBS's strategic relationship and brand within Microsoft by focusing on the joint value proposition of the partner alliance. A successful ASC on HBS's Microsoft Sales Team will work closely with the Associate General Manager to drive new business with current customers and prospect new customers.
This individual will assist - and in many cases lead - the sales process by aligning our Microsoft technology solutions, building long-term relationships, and serving as a strategic advisor to help customers achieve their business goals.
This role is for those eager to learn, shape the business, adapt within a fast-paced high-volume work environment, and embrace exciting challenges that come with the ever-changing technology landscape within Microsoft.
Roles and Responsibilities/ Essential Functions:
Drive growth in existing customer base by identifying opportunities to introduce additional HBS and Microsoft solutions and services, thereby enhancing HBS's partnership value and customer satisfaction.
Identify customer prospects through Microsoft Co-selling, client referrals, association and industry group participation, and conference/tradeshow attendance.
Co-sell with Microsoft by conducting Rhythm of Business (ROB) meetings with sellers, bringing them into established accounts, and selling HBS into their customer base.
Provide sales support by assisting other HBS Solutions Consultants with selling our Applications (HBS's Microsoft-focused service delivery team) services within their customer base.
Be an expert on Microsoft technologies and products by obtaining certifications (ex. MS-900, AZ-900, SC-900, etc.), engaging in Microsoft's sales meetings, attending conferences, and reading relevant publications on product applications and market trends.
Understand Microsoft's partner sales motions, financial incentives, and go-to market strategies to enrich the sales process within HBS.
Serve as the central coordinator between internal teams and Microsoft to meet partnership goals and drive revenue growth.
Support the HBS technical teams with Microsoft customer references, association of Claiming Partner of Record (CPOR) and Partner Admin Link (PAL), and Microsoft Marketplace offers that align with the fiscal years' solution plays and priorities.
Address customer inquiries on products, services, pricing, availability, uses, and credit terms with expert precision.
Craft compelling proposals covering prices, funding details, and solution design specifics.
Conduct onsite visits, when applicable, to engage with customers to better understand their business needs and build strong partner relationships.
Utilize CRM and Microsoft Partner Center to maintain meticulous customer opportunities and referrals to display the full visibility into the business HBS is driving for Microsoft and HBS leadership.
Forecast sales opportunities accurately as they initiate, develop and close following the Microsoft Customer Engagement Methodology (MCEM).
Collaborate with internal stakeholders to ensure the proper allocation and utilization of engineering resources to drive revenue growth to obtain HBS's key metrics and KPIs within Application and other engineering teams.
Invest in team members' growth and development by exchanging valuable insights and successful selling strategies that drive results.
Demonstrate technical solutions and services by articulating HBS's business value portfolio to clients via calls and presentations with clarity and excitement.
Champion our company's capabilities, reputation, products, systems, services, and cutting-edge techniques across multiple industries nationwide.
Execute integrated sales and marketing campaigns to achieve sales goals.
Meet or exceed sales targets by leveraging dynamic sales strategies (>$300,000).
Requirements
Competencies:
Accountability - Ability to accept responsibility and account for his/her actions.
Ambition - The drive to achieve personal advancement.
Customer Oriented - Ability to take care of the customers' needs while following company policy.
Decision Making - Ability to make critical decisions while following company procedures.
Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
Motivation - Ability to inspire oneself and others to reach a goal and perform to the best of their ability.
Presentation Skills - Ability to effectively present information publicly.
Relationship Building - Ability to effectively build relationships with customers and co-workers
Required Experience:
Proven track record in outside or inside sales, particularly in technology or consulting services
At least one (1) year of experience with Microsoft solutions and products
Preferred Experience:
Two years or more of related sales experience
Required Skills, Education and/ or Certifications:
High School Diploma or equivalent
Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Strong ability to build and maintain relationships with customers and partners
Preferred Skills, Education and/ or Certifications:
Co-selling with Microsoft
Bachelor's Degree (four-year college or university)
Deep understanding of Microsoft technologies and solutions
Microsoft Certifications: AZ-900, AI-900, SC-900, MS-900
Equal Opportunity Employer - Including Disabled and Veterans
#HBS
Inventory Management Solutions Consultant
Strategy consultant job in Appleton, WI
**BUILD A BETTER CAREER WITH MSC** Serving customers and our community starts with the best people doing their best work. That is precisely what we have created at MSC Industrial Supply Co. We are a leading North American distributor of metalworking and maintenance, repair, and operations (MRO), products and services. We offer more than 2 million products and have over 80 years of experience across dozens of industries. We aim to execute our Built to Make You Better brand promise for all our stakeholders, including our associates.
**Requisition ID :** 19577
**Employment Type :** Full Time
**Job Category :** Vending Management
**Work Location :** Appleton, WI
-
BRIEF POSITION SUMMARY:
Through strong interpersonal skills and with limited supervision, the Inventory Management Solution Consultant's (IMSC) primary role is enabling explosive revenue growth through solution opportunity management. This includes solution discovery, recommendations, signings support and installation oversight. This can include supporting Customer Needs Analysis (B/CNA) agreements and/or complex sales support involving customer C-Suite personnel.
-
DUTIES and RESPONSIBILITIES:
+ Enables explosive sales growth by properly managing new solution opportunities is the ultimate IMSC's responsibility beginning with comprehensive customer discovery through installation oversight.
+ Proficient with all MSC/Class C inventory management solutions including but not limited to vending, VMI, VMI Inclusion, Crib Software, CMI, etc.
+ Partners with key stakeholders to ensure customer needs are met through data collection, solutions discovery and building customer relationships to enable explosive sales growth.
+ Conducts detailed discovery on customer needs, including, but not limited to data collection, process improvement, price concerns and cost savings that result in increased signings and expedited installation timelines.
+ Continuously works to shorten discovery and recommendation processes (without sacrificing quality) to expedite timelines and speed overall implementations.
+ Ensures recommended solutions address specific customer needs
+ Provides financial assumptions that supports the recommended solution.
+ Working with sales partners, focus on obtaining signed agreements in a timely manner.
+ Drives proficiencies in these additional areas:
+ Installations on occasion will be required to support actual solution installations
+ Break Fix (onsite service)
+ Post Install Support
+ Supply Chain Optimization
+ Cancellation support
+ Utilizing key tools, technology and related PPE, responsible for required for a safe work environment
+ Adheres to service level agreements to consistently deliver best-in-class results
+ Mentors others on Solutions based programs and systems
+ Follows all required Salesforce protocols for project and time management
+ Provides feedback to management for continuous process improvement
+ Represents MSC Solutions at branch meetings and foster partnerships with sales associates
+ Supports designated team goals and objectives
+ Follows all MSC policies and procedures documented in the associate handbook.
+ Participates in special projects and performs additional duties as required.
Fosters the MSC Culture in the department and throughout the company to ensure unity of purpose and fulfillment of MSC's mission.
-
EDUCATION and EXPERIENCE: OTHER REQUIREMENTS:
+ Bachelor's Degree in Business or the equivalent experience is required
+ Minimum three years supporting value-added customer solutions / inventory management programs is required
+ Experience troubleshooting hardware and/or software preferred
+ Knowledge of MSC-like product lines/services & MSC related experience is required
+ Driver of execution, ability to work through complex situations
+ Excellent verbal and written communication skills required
+ Excellent interpersonal skills required
+ Organizational & time management skills required
+ Problem solving, and situational adaptability skills required
+ Computer literacy & proficiency in word processing, spreadsheet & presentation software required.
+ Electro/Mechanical aptitude preferred
+ Database Software and SQL preferred
+ A valid driver's license & the ability to travel 75% including overnight is required.
+ Must possess basic knowledge and use of hand and power tools
+ Able to perform physical activities such as lifting to approximately 50 lbs
+ Ability to work in various types of industrial environments
+ Must adhere to customer specific requirements such as wearing hardhats, safety glasses, steel toe shoes, etc.
+ This position may require access to International Traffic in Arms Regulations Information ( ITAR ) and/or Controlled Unclassified Information ( CUI ).-
Compensation starting at $65,000 - $75,000-depending on candidate location and experience.
The salary range represented is based on similar roles in comparable industries, and the cost of labor in respective cities. Actual compensation is based on the candidate's relevant experience, education requirements and peer pay equity. The Company reserves the right to modify the range as market conditions change.
Applicants must be currently authorized to work in the United States. We are unable to sponsor or take over sponsorship of an employment Visa for this position at this time.
This job posting will remain open for a minimum of 7 business days from the original posting date or longer as needed to fill the position.
**WHY MSC?**
People. Collaboration. Insight. That's how you build something that works. Built on a foundation of trust, MSC works side by side with our customers to help them drive business results. With more than one million product offerings and 80+ years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions. We care about our associates and have programs in place to help our 6,500+ team members achieve their potential.
**OUR COMMITMENT TO YOU**
Our associates are our top priority and investing in their well-being is one way we execute our Built to Make You Better brand promise. Alongside competitive pay, we have a comprehensive benefits program to support you and your family's health, well-being and financial future. We offer dynamic healthcare plans, generous 401K and stock purchasing programs, tuition reimbursement opportunities, and paid time away for holidays, vacations, and illness. Visit our page for a better look at our extensive benefits: Your Future Benefits. (***********************************************************
You will also have the opportunity to join our Associate Inclusion Circles: Women, Pride, Black, Generational, Veterans, HOLA, and Able. These circles are open to all associates and are designed to promote awareness, collaboration, and respect.
**EQUAL EMPLOYMENT OPPORTUNITY STATEMENT**
At MSC, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all qualified applicants and our associates without regard to race, color, religion, age, sex, national origin, disability, protected veteran status, sexual orientation or any category protected by applicable law. Accommodation requests can be made at any stage of the recruitment process; applicants are asked to make their needs/requirements known.
Plan Consultant I or II
Strategy consultant job in Appleton, WI
Job DescriptionDescription:
The Plan Consultant is a key compliance and technical resource responsible for administering and supporting
employer-sponsored retirement plans. Training is provided to acquire expertise in plan testing, contribution
calculations, and government filings. The Plan Consultant collaborates with internal teams and clients to ensure
retirement plans are operated in full compliance with IRS, DOL and ERISA regulations.
PLAN CONSULTANT I
Key Responsibilities
Client and Advisor Support
Respond to technical and compliance-related inquiries from clients and advisors.
Collaborate with actuaries and other departments to resolve technical issues and ensure accuracy in plan administration.
Coordinate with the plan Relationship Manager plan interactions ensuring they are up to date on issues and plan status.
Compliance & Testing
Monitor deadlines and compliance obligations for assigned book of business.
Calculate employer contributions (match, pro-rata, integrated, new comparability).
Prepare contribution summaries and projections.
Perform self-employed income calculations.
Identify and resolve late deposits and missed deferral obligations.
Calculate missed deferral corrections and support corrective filings when needed.
Prepare and perform all annual nondiscrimination and compliance testing including: ADP/ACP, Top Heavy, 410(b), 401(a)(4), Other testing as required by plan design.
Data Management and Reconciliation
Review and upload incoming census data for completeness and accuracy.
Document and manage deadlines for assigned caseloads.
Reconcile participant contribution discrepancies.
Reconcile recordkeeper statements.
Import recordkeeper transactions into compliance software.
Annual Reporting & Government Filings
Prepare government filings including: Form 5500 (EZ, SF and large plan with applicable schedules), Form 5558 extensions, Form 5330, Form 8955-SSA.
PLAN CONSULTANT I
Client and Advisor Support
Respond to technical and compliance-related inquiries from clients and advisors.
Conduct consultation calls with clients, advisors, and auditors.
Coordinate with the plan Relationship Manager plan interactions ensuring they are up to date on issues and plan status.
Research and resolve complex plan-related questions and compliance matters.
Collaborate with actuaries and other departments to resolve technical issues and ensure accuracy in plan administration.
Compliance & Testing
Monitor deadlines and compliance obligations for assigned book of business.
Calculate employer contributions (match, pro-rata, integrated, new comparability).
Prepare contribution summaries and projections.
Perform self-employed income calculations.
Identify and resolve late deposits and missed deferral obligations.
Calculate missed deferral corrections and support corrective filings when needed.
Data Management and Reconciliation.
Review and upload incoming census data for completeness and accuracy.
Document and manage deadlines for assigned caseloads.
Reconcile participant contribution discrepancies.
Reconcile recordkeeper and brokerage asset statements.
Import recordkeeper transactions into compliance software.
Review work by team members to ensure consistency and accuracy.
Prepare and perform all annual nondiscrimination and compliance testing including: ADP/ACP, Top Heavy, 410(b), 401(a)(4), o Other testing as required by plan design.
Annual Reporting & Government Filings
Prepare government filings including: Form 5500 (EZ, SF and large plan with applicable schedules), Form 5558 extensions, Form 5330, Form 8955-SSA, Support IRS and DOL audits, correspondence, and communication needs.
Leadership
Service as a key resource for questions, coaching, and training for the junior Plan Consultants.
May serve as back up to the team lead during their absence, assisting with day-to-day decisions and continuity of operations.
Attend internal meetings with other functional roles across the organization and actively participate in firm initiatives.
Requirements:
PLAN CONSULTANT I
Minimum of 0-3 years of experience in qualified retirement plan administration and compliance.
Knowledge of ERISA regulations is a plus.
Ability to work under pressure and prioritize work based on deadlines.
Strong analytical and mathematical skills.
Excellent written and verbal communication skills.
Meticulous attention to detail and accuracy.
Ability to work with minimal day-to-day supervision.
PLAN CONSULTANT II
Minimum of 3+ years of experience in qualified retirement plan administration and compliance.
In-depth knowledge of IRS, DOL and ERISA regulations.
Understanding of qualified plans, including the interpretation of the Adoption Agreement and basic plan document provisions.
High proficiency in compliance software such as FTW.
Ability to work under pressure and prioritize work based on deadlines.
Strong analytical and mathematical skills.
Excellent written and verbal communication skills.
Meticulous attention to detail and accuracy.
Ability to work with minimal day-to-day supervision.
Express Lube Consultant
Strategy consultant job in Ashwaubenon, WI
Job Details Green Bay Subaru - Ashwaubenon, WI Full Time Express Lube Service Consultant
Bergstrom Subaru of Green Bay At Bergstrom Automotive, we're proud to be Wisconsin's largest dealership, setting the standard for exceptional guest experiences. Our team is driven by innovation, integrity, and a dedication to fostering growth and success for our team members. If you're passionate about delivering outstanding service and growing your career, Bergstrom is the place for you!
Key Responsibilities
Greet guests promptly and warmly upon arrival.
Review guests' maintenance needs and clearly explain recommended services.
Prepare repair orders with accuracy and attention to detail.
Communicate effectively with the service technicians to ensure timely service completion.
Monitor the status of vehicles and keep guests informed throughout the process.
Ensure an outstanding guest experience by addressing any questions or concerns.
Maintain a clean and organized workspace to reflect Bergstrom's standards of excellence.
Schedule: Monday-Friday 7:00 am to 4:00 pm / 9:00 am to 6:00 pm (rotating Saturdays)
Annual pay averaging $45,000+ year based on $17.00/hour plus a monthly performance based bonuses.
Qualifications
Passion for providing exceptional guest service.
Excellent communication and interpersonal skills.
Ability to multitask and stay organized in a fast-paced environment.
Knowledge of automotive maintenance is a plus but not required; training is provided.
Valid driver's license and a clean driving record.
Our Commitment to You
At Bergstrom Automotive, we value our team members and are dedicated to providing a supportive and rewarding workplace. Here's what you can expect when you join our team:
Competitive Compensation
Comprehensive Benefits: Medical, Dental, Vision, Short and Long Term Disability, and Life Insurance (for full-time team members)
Generous Time Off: Two weeks of PTO starting on your first day (for full-time team members)
Exclusive Discounts: Save on vehicles, service, and parts
Financial Security: 401(k) plan with company match (for full-time team members)
Work-Life Balance: Paid holidays (for full-time team members)
Wellness Support:
Wellness Program
Free Team Member Clinic
Access to a Free Health Coach
Employee Assistance Program
Team Recognition: Employee Referral Program
Career Development: Ongoing training and opportunities for growth and advancement
At Bergstrom Automotive, we are committed to fostering a culture where our team members thrive both personally and professionally. Join us and be a part of our dynamic, award-winning team!
Join Wisconsin's Largest and Most Award-Winning Automotive Group!
Bergstrom Automotive, established in 1982 in Neenah, Wisconsin, has grown to become Wisconsin's largest automotive group and a top 50 dealer in the United States. With over 2,300 team members across 40 dealerships representing 36 brands in Green Bay, Kaukauna, Appleton, Manitowoc, Neenah, Oshkosh, Madison, and Middleton, we are proud to deliver exceptional guest experiences every day.
Our team has been consistently recognized by Automotive News as the top dealership group to work for in Wisconsin and one of the best in the United States. We've also earned accolades such as Glassdoor's βBest Places to Workβ award and honors from the Better Business Bureau and Time Magazine.
At Bergstrom Automotive, we are deeply committed to giving back to our communities, supporting local organizations such as Make-a-Wish, United Way, and Breast Cancer Research at the Medical College of Wisconsin.
Join us and be part of a team dedicated to excellence, integrity, and making a difference both on and off the lot!
IRIS Consultant - Appleton/Green Bay Area
Strategy consultant job in Neenah, WI
π Now Hiring: IRIS Consultant
π
Milwaukee, WI (Hybrid Role)
π
Full-Time | 40 hrs/week | 8 AM - 5 PM
π
Travel Required (30-50%)
πΌ
Benefit Eligible
Are you passionate about empowering others to live independently and direct their own care? Join Lutheran Social Services of Wisconsin and Upper Michigan as an IRIS Consultant and help individuals shape meaningful lives through the IRIS Program (
Include, Respect, I Self-Direct
). π
As part of our ICA Team, you'll work in a social services capacity to support participants in maintaining autonomy, ensuring health and safety, and navigating long-term care services. This is a continuous posting in anticipation of potential future openings in the Appleton/Green Bay area and surrounding areas.
π§ What You'll Do
π€ Build trusting relationships with participants
π Assist in developing IRIS Support and Services Plans
π Maintain monthly contact and quarterly visits
π§ Help participants understand and maintain IRIS eligibility
π§ π€ π§ Connect with local agencies and ADRCs to expand service options
π Document all contacts and visits in required systems within 2 business days
π§ͺ May conduct annual Long-Term Care Functional Screens
π‘ Work independently while collaborating with a supportive ICA team
π Perks & Benefits
π Public Service Loan Forgiveness (PSLF) eligibility + support navigating PSLF
π₯ Medical, Dental & Vision Insurance
π³ Flex Spending (Health & Dependent Care)
π Mileage Reimbursement
ποΈ Paid Time Off + 10 Paid Holidays
π° 403B Retirement Contribution
π Annual Raises
π§ Calm Wellness App - Premium Access
πΈ Early Earned Wage Access (UKG Wallet)
π§ βοΈ Employee Assistance Program
π
Service Awards & Recognition
π Qualifications
π Bachelor's degree in social work, psychology, human services, or related field OR 4+ years of direct experience in social services with seniors or individuals with disabilities OR Current IRIS Consultant in good standing with DHS exemption
π Bilingual in Spanish, Hmong, or other languages is a plus!
πͺ Strong commitment to participant autonomy and meaningful living
π» Comfortable with smartphones, tablets, and computer systems
π§ Knowledge of human behavior, social interaction, and community resources
π€ Willingness to serve diverse populations with respect and empathy
π Requirements
Valid driver's license & reliable transportation
Satisfactory driving record per LSS Driver Safety Procedure
Ability to meet LSS auto insurance requirements
β¨ Ready to make a difference? Apply today and help individuals lead empowered, self-directed lives through the IRIS Program!
LSS is an Equal Opportunity Employer (EOE).
Senior Solutions Consultant - Microsoft Sales
Strategy consultant job in Little Chute, WI
Full-time Description
The Senior Solutions Consultant (SC) - Microsoft Sales position provides a unique opportunity to focus on and grow HBS's strategic relationship and brand within Microsoft by focusing on the joint value proposition of the partner alliance. A successful Senior SC on HBS's Microsoft Sales Team will lead the sales process by aligning our Microsoft technology solutions, building long-term relationships, and serving as a strategic advisor to help customers achieve their business goals. This individual will use their expertise to collaborate with fellow HBS team members and Microsoft's own sellers to identify needs, create tailored solutions, and ensure exceptional customer satisfaction.
We are seeking an experienced Senior Sales Executive with deep expertise in selling Microsoft products and solutions, particularly in the areas of Cybersecurity, Compliance, Modern Work, Cloud, and AI. This is a senior-level role, where the candidate will have a proven ability to engage with clients and drive business without requiring extensive training on Microsoft's portfolio.
Roles and Responsibilities/ Essential Functions:
Identify customer prospects through Microsoft Co-selling, client referrals, association and industry group participation, and conference/tradeshow attendance.
Co-sell with Microsoft by conducting Rhythm of Business (ROB) meetings with sellers, bringing them into established accounts, and selling HBS into their customer base.
Maintain and drive growth in assigned accounts by identifying opportunities to introduce additional HBS and Microsoft solutions and services, thereby enhancing HBS's partnership value and customer satisfaction.
Provide sales support by assisting other HBS Solutions Consultants with selling our Applications (HBS's Microsoft-focused service delivery team) services within their customer base.
Be an expert on Microsoft technologies and products by obtaining certifications (ex. MS-900, AZ-900, SC-900, etc.), engaging in Microsoft's sales meetings, attending conferences, and reading relevant publications on product applications and market trends.
Understand Microsoft's partner sales motions, financial incentives, and go-to market strategies to enrich the sales process within HBS.
Serve as the central coordinator between internal teams and Microsoft to meet partnership goals and drive revenue growth.
Support the HBS technical teams with Microsoft customer references, Win Wires, association of Claiming Partner of Record (CPOR) and Partner Admin Link (PAL), and Microsoft Marketplace offers that align with the fiscal years' solution plays and priorities.
Address customer inquiries on products, services, pricing, availability, uses, and credit terms with expert precision.
Craft compelling proposals covering prices, funding details, and solution design specifics.
Conduct onsite visits, when applicable, to engage with customers to better understand their business needs and build strong partner relationships.
Utilize CRM and Microsoft Partner Center to maintain meticulous customer opportunities and referrals to display the full visibility into the business HBS is driving for Microsoft and HBS leadership.
Forecast sales opportunities accurately as they initiate, develop and close following the Microsoft Customer Engagement Methodology (MCEM).
Collaborate with internal stakeholders to ensure the proper allocation and utilization of engineering resources to drive revenue growth to obtain HBS's key metrics and KPIs within Application and other engineering teams.
Invest in team members' growth and development by exchanging valuable insights and successful selling strategies that drive results.
Demonstrate technical solutions and services by articulating HBS's business value portfolio to clients via calls and presentations with clarity and excitement.
Champion our company's capabilities, reputation, products, systems, services, and cutting-edge techniques across multiple industries nationwide.
Execute integrated sales and marketing campaigns to achieve sales goals.
Meet or exceed sales targets by leveraging dynamic sales strategies (greater than $1,000,000).
Requirements
Competencies:
Accountability - Ability to accept responsibility and account for his/her actions.
Ambition - The drive to achieve personal advancement.
Customer Oriented - Ability to take care of the customers' needs while following company policy.
Decision Making - Ability to make critical decisions while following company procedures.
Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
Motivation - Ability to inspire oneself and others to reach a goal and perform to the best of their ability.
Presentation Skills - Ability to effectively present information publicly.
Relationship Building - Ability to effectively build relationships with customers and co-workers.
Required Experience:
Proven track record in sales, particularly in technology or consulting services
2-5 years of experience with Microsoft solutions and products
Co-selling with Microsoft sellers and sales teams
Proven leadership in driving complex sales cycles, navigating cross-functional teams, and achieving sales goals. Ability to work independently and lead efforts that result in meaningful revenue growth.
Preferred Experience:
Mentor and leadership experience
Established network within Microsoft
Required Skills, Education and/ or Certifications:
High School Diploma or equivalent
Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Strong ability to build and maintain relationships with customers and partners
Deep understanding of Microsoft technologies and solutions
Proven ability to sell Microsoft solutions across key areas including cybersecurity, compliance, modern work, cloud, and AI.
A recognized and respected personal brand with Microsoft, with a demonstrated track record of success in delivering revenue growth and expanding business in both existing accounts and new logos.
Self-driven and proactive with an entrepreneurial spirit. Capable of building and growing Microsoft sales practice from scratch, identifying new opportunities, and executing strategic sales initiatives.
Preferred Skills, Education and/ or Certifications:
Bachelor's Degree
Microsoft Certifications: AZ-900, AI-900, SC-900, MS-900
Equal Opportunity Employer - Including Disabled and Veterans
#HBS