Sales Jobs in The Colony

About Goosehead

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in Frisco Tx.

Job Summary

The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more.

Principal Duties and Responsibilities

The primary responsibility of an Account Executive is to build a book of business through:

Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.

Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.

Compensation Summary

The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip.

Experience and Education

• Passing the state licensing exam, once hired
• Legally authorized to work in the United States

Required Skills and Abilities

• Exceptional written and verbal communication
• Experience in a fast-paced work environment
• B2B or B2C sales experience or related college major
• Competitive attitude
• Networking abilities
• Entrepreneurial spirit
• Problem-solving mentality
• Self-motivated, hands on, self-starter mindset that can do the work
• Strong time management
• Strong attention to detail and organization

Benefits Summary

• High quality voluntary health, vision, dental insurance programs
• Paid holidays, vacation, and sick leave
• Benefit offerings vary per agency*

This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision.

To learn more about our job opportunities, apply here. We look forward to speaking with you!

Develop new business and maintain an existing customer base in your assigned division with opportunities for commercial and industrial products. Sales experience with industrial or technical products is a plus. We will provide training on division specific products.

Essential Duties and Responsibilities:

• High volume of outgoing and inbound phone calls and emails daily
• Follow up on inbound sales leads
• Answer questions regarding products and/or capabilities
• Respond promptly to emails, phone calls, and other forms of correspondence
• Input and maintain accurate customer information within our CRM
• Create quotes that align with the needs of your customer’s projects

Other Duties and Responsibilities:

• Perform all other duties as assigned

Qualifications:

• Strong work ethic
• Sales experience
• Strong communication skills; including interpersonal skills to collaborate with other departments in the company
• Experience with CRM software, such as Goldmine, Act, Sales Force, or HubSpot
• Detail oriented and organized
• Advanced keyboarding skills
• Advanced knowledge of Microsoft Office and standard search engines

Education/Certification:

• 2-4 year undergraduate degree

Physical Demands:

The physical demands described here 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.

Prolonged periods of sitting at a desk and working on a computer

Artech is currently seeking an Account Manager to join the team in Addison, TX. We are looking for individuals with a proven work ethic who are self-starters, competitive and team-oriented, of high moral character, and are driven towards the achievement of their personal and professional goals.

Job Description:

Artech is currently looking to hire an Account Manager to join our expanding team in Addison, TX to support our industry's rapidly changing short- and long-term initiatives and staffing requirements. We are looking for individuals with a proven work ethic who are self-starters, competitive and team-oriented, of high moral character, and are driven towards the achievement of their personal and professional goals.

Job Description:

• Gain market share at our client(s) by increasing headcount, revenue, and gross margins.
• Meet with client Hiring Managers on a daily basis to develop lasting relationships.
• Managing the client relationship, pre-sales, post-sales, and technical assistance.
• Developing and implementing sales strategies.
• Establish relationships with client decision makers.
• Secure new business opportunities.
• Building a sales pipeline for the account(s).
• Management of SLAs set by the client, and track and measure progress.
• Effectively manage and prioritize a high volume of requisitions.
• Work closely with the technical recruiting team to clearly communicate client requirements ensuring the successful identification of candidates.

Skills & Experience Required:

• Bachelor's Degree required.
• 1-3 years’ experience in a fast-paced IT Staffing experience OR Prior experience as account manager or service delivery for a large staffing firm directly servicing clients.

Key Competencies

• Customer/Client service
• Influence/Persuasion
• Communication (Verbal & written)
• Presentation skills
• Networking skills
• Organization & Time Management skills

Office Hub is the world’s leading marketplace for flexible workspaces — from coworking hubs to serviced offices and shared spaces. Proptech is our game; our cutting-edge platform combined with next-level customer service has made us the ultimate disruptor in the real estate industry.

With teams across Sydney, Singapore, London, Dallas, Toronto, Angeles, Karachi and Bangalore, we’ve helped over 300,000 companies find their dream office spaces... And we’re just getting started!

What’s the Opportunity?

This is a rare chance to kick-start your career at a fast-growing global company. As part of our dynamic Sales team, you'll work across inbound opportunities with one mission: help tenants find their perfect office space. It’s busy, it’s fast but you’ll learn and laugh every single day.

After full training, you’ll be set up for success doing what you do best:

• Respond to enquiries from businesses looking for office space across your local market (and globally!).
• Book tours for clients to view suitable offices.
• Manage and update our CRM like a pro: qualifying leads, recording feedback, and keeping everything sharp.
• Own your pipeline: chase feedback, drive deals, and celebrate wins.
• Negotiate like a boss: overcome objections with quick thinking and creativity.
• Stay connected with clients and workspace partners to boost engagement and success.
• Assist in onboarding new workspace partners, ensuring a smooth and professional experience.
• Deliver 5-star customer service; we want to hear your smile over the phone!

Who Are We Looking For?

• Excellent communicator, both on the phone and in writing
• A “phone warrior” and “keyboard ninja”
• Naturally curious and always keen to learn
• Enthusiastic, positive, and passionate
• Resilient, ethical, and values-driven
• Ambitious self-starter and committed to excellence

Bonus points for:

• A good sense of humour — we love a good laugh!
• A natural competitive spirit

What Are the Perks?

• Base salary + commission structure + health benefits
• Hands-on experience in business, commercial real estate, and sales
• Modern offices in a prime location
• Hybrid working: 4 days in the office, 1 day work-from-home
• Inclusive, supportive, and high-energy team environment
• Regular team celebrations, travels and fun outings
• Career opportunities in a booming industry and international growth company

A bit more about us!

Office Hub came to life in Australia in 2014 to provide tenants and workspaces with independent expertise, genuine advice and a bit of light-hearted banter every now and again as we make the perfect match between tenants and workspaces.

We’ve been likened to Airbnb, we’ve been dubbed the Tinder of office spaces – whichever way you look at it, we’re not your usual commercial broker!

The Fast Track Sales Program at TQL is an opportunity to build a career with an industry leader that offers an award-winning culture, high earning potential with uncapped commission and significant opportunities for compensation and advancement. We will pay to relocate you to Cincinnati, Ohio to train with some of the top brokers in the company. Once you’ve completed training and built a solid book of business, TQL will pay to relocate you again to any of our 60+ offices nationwide. Our best in-class training and mentorship program will teach you everything you need to know about sales, logistics and supply chain management.

POSITION IS LOCATED IN CINCINNATI - PAID RELOCATION PROVIDED

What’s in it for you:

• $50,000-$55,000 minimum compensation your first year, based on education
• Includes base salary, sign-on bonus and housing allowance
• Uncapped commission opportunity
• Our average sales representative hits six figures after three years of selling
• Want to know what the top 20% earn? Ask your recruiter
• Relocation assistance package to help you get settled in Cincinnati

Who we’re looking for:

• You compete daily in a fast-paced, high-energy environment
• You’re self-motivated, set ambitious goals and work relentlessly to achieve them
• You’re coachable, enjoy solving problems and thinking on your feet
• College degree preferred, but not required
• Military veterans encouraged to apply

What you'll do:

• Receive 6 months of direct training from experienced Logistics Account Executives
• Help your account executive solve customer needs, find carriers for time-sensitive freight and manage daily operations
• Participate in hands-on and virtual training sessions
• Develop negotiation skills through prospecting and cold calling
• Build your book
• Use your training to meet sales metrics and become eligible for commission
• Establish relationships to close new customers
• Negotiate prices with customers and carriers
• Resolve freight issues to ensure timely pickup and delivery

What you need:

• Elite work ethic, 100% in-office
• Strong negotiation skills with ability to handle conflict
• Entrepreneurial mindset and exceptional customer service

Why TQL:

• Certified Great Place to Work with 800+ lifetime workplace award wins
• Outstanding career growth potential with a structured leadership track
• Comprehensive benefits package
• Health, dental and vision coverage
• 401(k) with company match
• Perks including employee discounts, financial wellness planning, tuition reimbursement and more

Employment visa sponsorship is unavailable for this position. Applicants requiring employment visa sponsorship now or in the future (e.g., F-1 STEM OPT, H-1B, TN, J1 etc.) will not be considered.

About Us

Total Quality Logistics (TQL) is one of the largest freight brokerage firms in the nation. TQL connects customers with truckload freight that needs to be moved with quality carriers who have the capacity to move it.

As a company that operates 24/7/365, TQL manages work-life balance with sales support teams that assist with accounting, and after hours calls and specific needs. At TQL, the opportunities are endless which means that there is room for career advancement and the ability to write your own paycheck.

What’s your worth? Our open and transparent communication from management creates a successful work environment and custom career path for our employees. TQL is an industry-leader in the logistics industry with unlimited potential. Be a part of something big.

Total Quality Logistics is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status.

If you are unable to apply online due to a disability, contact recruiting at

About Delta:

Delta, founded in 1971, is a global leader in switching power supplies and thermal management products with a thriving portfolio of smart energy-saving systems and solutions in the fields of industrial automation, building automation, telecom power, data center infrastructure, EV charging, renewable energy, energy storage and display, to nurture the development of smart manufacturing and sustainable cities. As a world-class corporate citizen guided by its mission statement, “To provide innovative, clean and energy-efficient solutions for a better tomorrow,” Delta leverages its core competence in high-efficiency power electronics and its ESG-embedded business model to address key environmental issues, such as climate change. Delta serves customers through its sales offices, R&D centers and manufacturing facilities spread over close to 200 locations across five continents. Delta has 158 sales offices, 72 R&D centers and 48 manufacturing facilities worldwide

Throughout its history, Delta has received various global awards and recognition for its business achievements, innovative technologies and dedication to ESG. Since 2011, Delta has been listed on the DJSI World Index of Dow Jones Sustainability™ Indices for 11 consecutive years. In 2021, Delta was also recognized by CDP with leadership level ratings for its substantial contribution to climate change and water security issues and named Supplier Engagement Leader for its continuous development of a sustainable value chain.

About the role:

Ensure accuracy, compliance, and efficiency across supply chain financial and logistics

operations. Responsible for validating invoices, maintaining shipment records, and executing

compliance-related postings in SAP. Provide reporting and analysis to support management

decisions, strengthen internal controls, and drive process improvements. Collaborate across

teams and with external partners to resolve discrepancies and maintain audit readiness.

Key responsibilities:

• Validate and process vendor and freight invoices; ensure accuracy of cost allocations for freight, duty, and customs in SAP.
• Create and maintain shipment records for both import and local logistics.
• Monitor and resolve data discrepancies, coordinate with brokers, forwarders, and vendors to ensure timely resolution.
• Prepare and submit duty-related postings; track compliance payments and maintain audit-ready documentation.
• Investigate discrepancies or duplicate entries, coordinate with brokers, forwarders, and internal teams to resolve issues.
• Analyze workflow bottlenecks and recommend process improvements to increase data accuracy and operational efficiency.
• Generate weekly and monthly reports on freight and duty spend; support month-end accruals and reconciliations.
• Improve processes and reporting templates; document SOPs and checklists to increase efficiency and accuracy.
• Performance Analysis: Analyze large datasets of freight spend, carrier performance, and shipment lifecycle data to identify trends, forecast future costs, and model transportation network optimization scenarios.

Minimum Qualifications:

Education: Bachelor's degree student

Technical Skills: Proficiency in Microsoft Excel (VLOOKUPs, Pivot Tables) and experience using an enterprise system (ERP/TMS) for transaction processing.

Communication: Exceptional written and verbal communication skills with a proven ability to lead communication and issue resolution with external partners and global teams.

Preferred Qualifications:

Compliance Knowledge: Practical working knowledge of US and international import/export regulations (e.g., Incoterms, HTS classification, Customs procedures).

The Supply Chain Manager will lead global procurement and inventory stocking strategies across a diverse international footprint. Reporting to the Senior Director of Warehouse, Production, and Assembly, this role is responsible for driving inventory efficiency, reducing carrying costs, diversifying suppliers, and ensuring operational excellence. The Manager will unify regional supply chains into a cohesive, standardized global function, developing and executing replenishment strategies that reduce reliance on single-source suppliers—particularly in China—and strengthen supplier networks in key regions supporting electrical and telecommunications products. This position requires a deep understanding of global procurement, supplier management, and industry-specific challenges, including compliance requirements and supply chain risks due to Tariffs

Key Responsibilities

• Lead the global Sales & Operations Planning (S&OP) process, ensuring procurement and replenishment strategies are aligned with demand forecasts
• Develop and execute fulfillment models and demand plans that support Sales and Project Management delivery requirements
• Manage demand variability and inventory control processes to balance service levels, cost, and inventory efficiency
• Drive planning and supply chain innovation by modernizing systems, improving replenishment processes, and leveraging ERP enhancements (SAP S4 HANA preferred)
• Lead global sourcing and procurement teams to ensure a reliable, resilient, and diversified supply of materials across all regions in Americas
• Develop and implement a global sourcing strategy that reduces reliance on single‑source suppliers—particularly in China—for electrical and telecommunications components
• Integrate regional operations into a standardized global supply chain structure, improving visibility, consistency, and operational efficiency across the Americas
• Establish, monitor, and improve key performance indicators (KPIs) related to fulfillment performance, inventory turnover, cost reduction, and lead‑time improvement
• Partner cross‑functionally with Sales, Project Management, and regional teams to ensure seamless execution across sourcing, planning, and fulfillment
• Mentor and develop a high-performance Fulfillment team capable of executing complex, global sourcing strategies.

Qualifications

• 10–12 years of progressive experience in Global Planning, Sourcing, Operations and Procurement
• Proven experience managing global supply chains for electrical and/or telecommunications products
• Bachelor’s or MBA or Master’s in Supply Chain, Business, Economics, or a related field
• Preferred certifications: CSCP, CPSM, CPIM; Six Sigma Green or Black Belt
• Strong stakeholder engagement skills, with a focus on supplier development, cost control, and risk management
• High proficiency in ERP systems (SAP S4 HANA preferred), data analysis, and Microsoft Office Suite
• Demonstrated ability to lead global teams and execute strategic Planning initiatives needing extended hours during some weeks

At Heritage Grocers Group, how we work is defined by shared values that include absolute integrity, respect, and collaboration. However, it's more than that; it's smart and highly driven people united in purpose to serve one another.

Bring your energy and unique perspective and you'll have the opportunity to grow with us professionally, personally, and financially. You'll be part of a team that genuinely cares about helping you succeed, and you'll work alongside talented colleagues, while making a difference in our communities.

POSITION SUMMARY:

Reporting to the Department Director, the Category Manager has oversight to center store categories in terms of itemization, innovation, and financial performance. The Category Manager qualifies vendors, evaluates bids, and negotiates prices and terms for purchased goods and services. The role is responsible for organizing and articulating the near and long-term strategic vision of their assigned categories and communicating that vision across the organization.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

The essential duties and responsibilities of this position include, but are not limited to, the following:

• Negotiate costs, promotions, assortment, and other metrics with vendors/suppliers for assigned categories of products managed;
• Analyze sales and profit performance for assigned categories and suppliers/vendors and make appropriate business decisions related to results;
• Assist procurement team in appropriate inventory management and creation of purchase orders for products handled through our self-distribution process. Negotiate favorable costs and terms;
• Dedicate appropriate time and effort into innovation of assortment and merchandising for assigned categories. Responsible for driving sales growth with new items and promotions;
• Complete full Category Review Process with all assigned categories minimally once per year;
• Accountable to full financial performance of the assigned categories;
• Provide strong customer service to Team Members;
• Manage relationships with Strategic Vendor Partners and garners support (financial, resources) to sustain the strategic vision;
• Develop Category Business Plans (CBP) for managed categories (if applicable);
• Work collaboratively with all Team Members to create effective vendor relationships establish strategic relations with key suppliers, and manage vendor funding to drive profitable category growth;
• Approve section sizes and adjacencies in schematic plans for individually managed categories;
• Assist with creation of business case for capital expenditures (shelving, fixtures, and store layout) to present to Senior Management;
• As required by specific department work with support staff and distribution center staff to maintain appropriate inventory levels, acceptable turns and good code dating for items purchased into the distribution centers;
• Perform other duties as assigned.

SKILLS AND QUALIFICATIONS:

• Bachelor's degree in Business or related field or equivalent work experience, preferred;
• Three (3) to five (5) years of experience in product negotiation and procurement;
• Knowledge of supplier and logistic systems, as well as knowledge of the federal grade/product standards and regulations;
• Understanding of store operations and merchandising methodologies and practices;
• Ability to integrate with local management, be part of a team, and drive business results;
• Ability to be persuasive and relentless in reinforcing the best interests of the company;
• Effective communicator, particularly when it comes to discussing Human Resources/Compliance matters with management or regular employees;
• Must have a great deal of integrity;
• Ability to work well under pressure and multitask;
• Bilingual (English and Spanish) preferred..

PHYSCIAL DEMANDS AND WORK CONDITIONS:

The physical demands and work conditions below representative those that must be met to successfully perform the essential functions of this job. Some requirements may be modified to accommodate individuals with disabilities:

• While performing the duties of this job, the employee is regularly required to sit, stand, and use the hands to handle objects, tools, or controls;
• Successful performance requires vision abilities that include close vision and the ability to adjust focus;
• The work environment is typical of an office and retail store. The noise level ranges from quiet to loud;
• Ability to drive and flexible to travel to all company locations as required.

IMPORTANT DISCLAIMER NOTICES

The job duties, elements, responsibilities, skills, functions, experience, educational factors, and the requirements and conditions listed in this job description are representative only and not exhaustive of the tasks that an employee may be required to perform. The Employer reserves the right to revise this job description at any time and to require employees to perform other tasks as circumstances or conditions of its business or the work environment change.

At Heritage Grocers Group, how we work is defined by shared values that include integrity, respect and collaboration. But it's more than that, it's smart and highly driven people united in purpose to serve one another.

Bring your energy and unique perspective and you'll have the opportunity to grow with us professionally, personally, and financially. You'll be part of a team that genuinely cares about helping you succeed, and you'll work alongside talented colleagues, establishing friendships and making a difference in our communities.

POSITION SUMMARY:

Reporting to the Chief Merchandising Officer, the Director, Center Store has oversight to center store categories in terms of itemization, innovation and financial performance. Center Store categories include, but are not limited to, Grocery, Beverage, Beer/Wine, Liquor, Dairy, Deli, Frozen Foods, HBA and General Merchandise. The Director of Center qualifies vendors, evaluates bids, and negotiates prices and terms for purchased goods and services. The role is responsible for organizing and articulating the near and long-term strategic vision of the department and communicating that vision across the organization. The Role is also responsible for daily management of the department team of Category Managers, Purchasing Assistants, as well as a dotted line leadership of the schematics, replenishment, merchandising and support teams. The Role requires direct management of some categories.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

The essential duties and responsibilities of this position include, but are not limited to, the following:

• General oversight of the performance of the Center Store Department's Category Management Team.
• Negotiate costs, promotions, assortment and other metrics with vendors/suppliers for assigned categories of products managed.
• Analyze sales and profit performance for assigned categories and suppliers/vendors and make appropriate business decisions related to results as well as for the entire department.
• Assist procurement team in appropriate inventory management and creation of purchase orders for products handled through our self-distribution process. Negotiate favorable costs and terms.
• Dedicate appropriate time and effort into the innovation of assortment and merchandising for assigned categories and the department overall.
• Responsible for driving sales growth with new items and promotions.
• Complete full Category Review Process with all assigned categories minimally once per year.
• Accountable to full financial performance of assigned categories and the financial performance of the entire department.
• Provide strong customer service to Team Members.
• Manage relationships with Strategic Vendor Partners and garners support (financial, resources) to sustain the strategic vision.
• Develop Category Business Plans (CBP) for managed categories.
• Work collaboratively with all Team Members to create effective vendor relationships; establish strategic relations with key suppliers and manage vendor funding to drive profitable category growth.
• Approve section sizes and adjacencies in schematic plans for individually managed categories.
• Assist with creation of business case for capital expenditures (shelving, fixtures, and store layout) to present to Senior Management.
• Provide daily performance and administrative leadership of the department team.
• Perform other duties as assigned.

SKILLS AND QUALIFICATIONS:

• Bachelor's degree in business or related field or equivalent work experience, preferred.
• Five (5) to seven (7) years of experience in product negotiation and procurement.
• Knowledge of supplier and logistic systems, as well as knowledge of the federal grade/product standards and regulations.
• Understanding of store operations and merchandising methodologies and practices.
• Ability to integrate with local management, be part of a team, and drive business results.
• Ability to be persuasive and relentless in reinforcing the best interests of the Company.
• Effective communicator, particularly when it comes to discussing Human Resources/Compliance matters with management or the department.
• Ability to work well under pressure and multitask.
• Bilingual (English and Spanish) preferred.

PHYSICAL DEMANDS AND WORK CONDITIONS:

The physical demands and work conditions below represent those that must be met to successfully perform the essential functions of this job. Some requirements may be modified to accommodate individuals with disabilities:

• While performing the duties of this job, the employee is regularly required to sit, stand, and use the hands to handle objects, tools or controls.
• Successful performance requires vision abilities that include close vision and the ability to adjust focus.
• The work environment is typical of an office and retail store. The noise level ranges from quiet to loud.
• Ability to drive and flexibility to travel to all company locations as required.

IMPORTANT DISCLAIMER NOTICE

The job duties, elements, responsibilities, skills, functions, experience, educational factors, and the requirements and conditions listed in this job description are representative only and not exhaustive of the tasks that an employee may be required to perform. The Employer reserves the right to revise this job description at any time and to require employees to perform other tasks as circumstances or conditions of its business or the work environment change.

The Stylist Success Specialist position will help J.Hilburn Stylists feel confident and equipped to provide 5 star concierge service to their Clients and grow their business while also ensuring that the Stylist feels valued by the company.

Core Accountabilities and Responsibilities

5-star Concierge Service

• Concierge service mentality: Demonstrate a relentless commitment to supporting Stylist business success with a proactive, solutions-first approach.
• Multi-channel responsiveness: Deliver timely, white-glove service via phone, email, live chat, and text channels to support Stylist and Client inquiries.
• Fit and product support: Provide guidance and advice on product fit, design, and ordering to support Stylist expertise and Client satisfaction.
• Problem resolution: Troubleshoot complex issues with persistence and professionalism, ensuring complete and satisfying resolution for the Stylist.

Stylist Partnership Development

• Business partnership mindset: Build authentic relationships with Stylists and act as a trusted partner in their business growth.
• Proactive outreach: Identify opportunities to check in with Stylists, support onboarding or transitions, and proactively offer help without being asked.
• Insight sharing: Surface useful trends or recurring challenges to company leadership to improve systems and drive service enhancements.
• Advocacy and follow-through: Ensure the Stylists will feel seen, heard, and supported by owning their issue from start to finish.

Knowledge and Process Execution

• Policy and procedure fluency: Continously learn knowledge of J.Hilburn processes, programs, and systems accurately in daily support.
• Knowledge base utilization: Reference and contribute to the internal knowledge base to support continuous service quality improvement.
• Process adherence: Follow standard operating procedures to ensure consistency and professionalism in every interaction.
• Documentation and ticketing: Accurately record service requests, updates, and resolutions in the appropriate systems.

Cross-functional Collaboration

• Stylist Success Team Collaboration: Communicate openly and respectfully with peers, sharing knowledge and supporting group success.
• Cross-functional Team Collaboration: Collaborate respectfully and effectively with other departments to align on solutions, share insights, and support Stylist-facing initiatives.

Required Knowledge, Skills, and Abilities

• Delivering support across multiple channels (phone, email, chat, sms) in a fast-paced
• Strong problem-solving, communication, and relationship management skills.
• Strong proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with CRM systems (e.g., Zendesk, Salesforce, Freshdesk).
• Ability to resolve complex service issues with a high level of professionalism, persistence, and empathy.
• Providing fit and product advice, ideally within apparel, tailoring, or styling environment.
• Proven record of adaptability and resilience while thriving in a fast-paced environment by staying composed, flexible, and ready to take initiative.
• Working with independent contractors, business owners, or Stylists, offering tools, guidance, and support to help grow their business.

Required Education and Experience

• Bachelor’s degree in Fashion Merchandising, Business, Communication, or a related field preferred.
• 5+ years of customer service or sales experience, preferably in high-end retail client-facing, apparel/fashion, e-commerce, or concierge services.
• Familiarity with interpreting and navigating backend order systems, customer profiles, and inventory tools.
• Familiarity with building successful rapport and loyalty with clients.
• Proven record of adaptability and resilience while thriving in a fast-paced environment by staying composed, flexible, and ready to take initiative.
• Familiarity with CRM systems, ticketing platforms, or customer support software (e.g., Zendesk, Salesforce, Freshdesk, etc.).

Travel

• There is minimal anticipated travel required for this position.
• Annual and Semi-Annual Company Conferences, usually in the DFW area

This is an ONSITE position 4 days/week, Monday through Thursday, Fridays are remote and occasionally on the weekend.

About the Role

Impact you will make

The Regional Customer Success Leader plays a pivotal role in driving FinThrive's mission to transform healthcare revenue management through technology and partnership. This leader ensures that our customers realize measurable financial and operational outcomes while maintaining strong executive relationships across their portfolio. By coaching and empowering a high-performing team of Customer Success Directors, this role directly influences revenue retention, client growth, and customer satisfaction. Acting as a strategic connector between our clients and internal teams, the Regional Leader helps shape FinThrive's reputation as a trusted partner and accelerates our success in an evolving healthcare landscape.

Regional Customer Success Leader

What You Will Do

• 
  
  
• Report to the SVP, Growth and lead a regional team of Customer Success Directors
  
  
• Coach, mentor, and develop Customer Success Directors to build a high-performance culture focused on proactive client engagement, strategic account planning, and measurable outcomes.
  
  
• Ensure execution of account strategies that drive revenue retention, client growth, NPS improvement, and achievement of customer success KPIs.
  
  
• Use data-driven insights to identify at-risk accounts, develop intervention plans, and align customer outcomes with FinThrive's strategic objectives.
  
  
• Partner cross-functionally with Sales, Product, Marketing, Implementation, Customer Support, IT, and Finance to ensure seamless customer experience and alignment on account strategy.
  
  
• Lead regular Executive Business Reviews (EBRs) and support escalation management to ensure client satisfaction and value realization.
  
  
• Drive adoption of FinThrive's full suite of revenue cycle technology solutions across your customer portfolio.
  
  
• Represent the voice of the customer internally and influence product roadmaps through structured feedback loops.
  
  
• Collaborate with leadership on forecasting, renewal planning, and upsell strategies to meet financial targets.
  
  
• Travel up to 50% to meet with customers, attend industry events, and strengthen executive relationships.
  
  

What You Will Bring

• 
  
  
• 10+ years of experience in healthcare technology, revenue cycle management, or SaaS-based customer success.
  
  
• 5+ years of leadership experience managing and developing regional or national customer success teams.
  
  
• Proven success in revenue retention, growth, and client satisfaction within complex healthcare organizations.
  
  
• Strong executive presence and communication skills, with the ability to influence at all levels of the client organization.
  
  
• Experience in account strategy, KPI management, and operational execution.
  
  
• Demonstrated ability to collaborate across functions and drive cross-departmental alignment.
  
  
• Excellent analytical, problem-solving, and organizational skills with a data-first mindset.
  
  
• Proficiency with Salesforce, Gainsight, Gong and other CRM or customer success tools.
  
  
• Bachelor's degree required; MBA or advanced degree preferred.
  
  
• Travel required: up to 50%.
  
  

What We Would Like to See

• 
  
  
• Prior experience with revenue cycle SAAS technology and service solutions
  
  
• Strong understanding of healthcare reimbursement, payer-provider workflows, and regulatory requirements.
  
  
• Demonstrated success driving NPS participation, EBR cadence, and customer engagement metrics.
  
  
• Commitment to FinThrive's core values - Customer Centric, Agile, Reliable, Engaged (CARE).
  
  

About FinThrive

FinThrive is advancing the healthcare economy.
For the most recent information on FinThrive's vision for healthcare revenue management visit /why-finthrive.

Award-winning Culture of Customer-centricity and Reliability

At FinThrive we're proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at careers#culture.

Our Perks and Benefits

FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits. For the most up-to-date offerings visit /careers-benefits.

FinThrive's Core Values and Expectations

• 
  
  
• Demonstrate integrity and ethics in day-to-day tasks and decision making, adhere to FinThrive's core values of being Customer-Centric, Agile, Reliable and Engaged, operate effectively in the FinThrive environment and the environment of the work group, maintain a focus on self-development and seek out continuous feedback and learning opportunities
  
  
• Support FinThrive's Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive's business practices; this includes becoming familiar with FinThrive's Code of Ethics, attending training as required, notifying management or FinThrive's Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations
  
  

The physical demands and work environment characteristics described here are representative of those that a colleague must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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Pay Transparency Notice

FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations.
2024 FinThrive. All rights reserved. The FinThrive name, products, associated trademarks and logos are owned by FinThrive or related entities. RV092724TJO

| FinThrive Careers | FinThrive Benefits & Perks | Physical Demands

Who We Are:

Delta, founded in 1971, is a global leader in switching power supplies and thermal management products with a thriving portfolio of smart energy-saving systems and solutions in the fields of industrial automation, building automation, telecom power, data center infrastructure, EV charging, renewable energy, energy storage and display, to nurture the development of smart manufacturing and sustainable cities. As a world-class corporate citizen guided by its mission statement, “To provide innovative, clean and energy-efficient solutions for a better tomorrow,” Delta leverages its core competence in high-efficiency power electronics and its ESG-embedded business model to address key environmental issues, such as climate change. Delta serves customers through its sales offices, R&D centers and manufacturing facilities spread over close to 200 locations across five continents. Delta has 158 sales offices, 72 R&D centers and 48 manufacturing facilities worldwide.

Throughout its history, Delta has received various global awards and recognition for its business achievements, innovative technologies, and dedication to ESG. Since 2011, Delta has been listed on the DJSI World Index of Dow Jones Sustainability™ Indices for 11 consecutive years. In 2021, Delta was also recognized by CDP with leadership level ratings for its substantial contribution to climate change and water security issues and named Supplier Engagement Leader for its continuous development of a sustainable value chain.

What you would be doing:

Ensures manufacturing and assembly processes/procedures utilized by Contract Manufacturers meet product quality and reliability requirements.

Tracks ongoing quality and yield performance to drive improvement activities.

Evaluates new product designs for manufacturability.

Assists Contract Manufacturers with problem identification, root cause analysis, and corrective action identification, verification, and implementation.

Implements quality plans for rapidly transitioning products into manufacture.

Determines acceptability of product from subcontractors and internal operations.

Supports quality system development and implementation to applicable codes and standards such as ISO9001, etc.

Performs, documents and track results of internal audits.

Generates, evaluates and tracks corrective action requests.

Inspects and evaluates material and product quality according to internal process and procedures.

Assists in training of company personnel.

Interfaces with customers for quality activities

.

What we require (Skills and Background):

• Bachelor’s degree in engineering, Electronics or related discipline or equivalent desired
• Four to six years of previous quality assurance experience in the electronics or power industry required.
• Previous experience working with an ISO-9001 quality assurance program required
• Automotive background experience (IATF 16949 Automotive Quality Management System in particular) to support EV business.
• Core Quality and Engineering Tools (QMS, PPAP, APQP, FMEA, SPC, MSA, QCP, PMP)
• Quality metrics and driving metrics improvement (Yield, Cpk, GR&R, Scrap, MRB, DPPM
• Knowledge of statistical techniques and demonstrated ability to review and approve test plans, qualification reports, drawings, documents
• Quality Control Analysis; conducting tests and inspections of products, services, or processes to evaluate quality or performance.
• Monitoring/ Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
• Demonstrated advance proficiency with computer software to include MS Office (Word and Excel) and e-mail

Desired Skills:

Auditor or Lead Auditor Certification or Certified Quality Engineer is preferred.

ISO14001:2015 Environmental Management Systems, ISO 45001 Health, and Safety Management is a plus.

Delta SQMS (Smart Quality Management System) experience

Smart IQC

MES (Manufacturing Execution System)

What you will experience at Delta:

You will be joining one of the world’s leaders in technology as they grow their presences in North America. This role offers a competitive salary package, comprehensive benefits, and the opportunity to work with a dynamic team in a fast-paced and innovative environment. If you are a self-starter with a passion for technology and a commitment to customer satisfaction, this is the job for you.

Who We Are:

Delta, founded in 1971, is a global leader in switching power supplies and thermal management products with a thriving portfolio of smart energy-saving systems and solutions in the fields of industrial automation, building automation, telecom power, data center infrastructure, EV charging, renewable energy, energy storage and display, to nurture the development of smart manufacturing and sustainable cities. As a world-class corporate citizen guided by its mission statement, “To provide innovative, clean and energy-efficient solutions for a better tomorrow,” Delta leverages its core competence in high-efficiency power electronics and its ESG-embedded business model to address key environmental issues, such as climate change. Delta serves customers through its sales offices, R&D centers and manufacturing facilities spread over close to 200 locations across five continents. Delta has 158 sales offices, 72 R&D centers and 48 manufacturing facilities worldwide.

Throughout its history, Delta has received various global awards and recognition for its business achievements, innovative technologies, and dedication to ESG. Since 2011, Delta has been listed on the DJSI World Index of Dow Jones Sustainability™ Indices for 11 consecutive years. In 2021, Delta was also recognized by CDP with leadership level ratings for its substantial contribution to climate change and water security issues and named Supplier Engagement Leader for its continuous development of a sustainable value chain.

What you would be doing:

Responsible for safely Assemble quality products through the efficient use of manpower, materials, and equipment. The Production Assembly Line Supervisor, directs the activities to Production Assembly departments, promotes safe work practices, maintains production schedules and record keeping, and ensures quality standards are met. This position plans work, makes assignments, assists in the hiring process, trains new employees, and administers company policies consistently. Communicates well with Eng. Planning

• Production Schedule and work order:
• Close work order within 4hrs after return FG to Stock.
• Manufacturing experience, Power Electronics, (UPS, Switchboards, Panel Boards, Power Distribution Units)
• Accurately complete production reports; complete details of run time report.
• Communicate any material shortages
• Responsible of achieving the daily production requirements
• Assessing project and resource requirements.
• Train new employees utilizing the OI.
• Achieve monthly productivity KPI.
• Read, Review, Plan and organize production schedules. To meet OTD.

• 5S and Safety: Promote safety in the workplace on a daily basis; lead and direct Safety Program on a team as defined
• Lead safety discussions, training with employees, audit associate safety practices during walk around.
• Maintain Delta’s competence plan
• Ensure that all necessary PPE is being follow.
• Report all safety issues to manager.
• Maintain housekeeping standards 5S by inspecting each line, update line charts with data & comments.
• Perform periodic check-ins after Initial training.
• Teach employees to run 5S audits. And Follow Delta’s 5S Score Card.

• Training and Coach: Provide on-the-job training for associates in all areas of their job duties.
• Set Goals for employees & Make employees accountable.
• Share and review company mission and goals.
• Work on getting regular feedback from your team.

• WIP & Material Management: Maintain Scrap report
• Manage and report material with over usage/ over issue.
• Responsible for area inventory control for the area.
• Assess staffing levels, adhere to budgeted headcount numbers for work needs, and work with Production Manager and HR to fill.

• Work Quality: Follow SOP.
• Ready to work before and after shift starts.
• Manage team meetings, and attend additional management team meetings as necessary.
• Lead by example following the 3 basics rules, Safety, Quality and productivity.
• Comply with and consistently administer company policies.
• Accurate Safety, Production, Scrap, Quality an HR recordkeeping.

• Process & Continuous Improvement: Identify limiting factors of production and make recommendations for continual improvement.
• Maintain department procedure and work instructions and work with PE to update as necessary
• Maintain compliance with QMS system; QA Scrap & First Piece Approvals
• Schedule regular communication meetings to promote team building and improvement
• Ensure that the EMS conforms to ISO14001: 2015
• Ensure processes are delivering intended outcomes
• Report to Top Management on the performance of the EMS; on opportunities for improvement; on change requirements; on innovations
• Ensure the integrity of the EMS is maintained

What we require (Skills and Background):

• Bachelor’s Degree or equivalent (preferred) in electrical
• 5+ years of supervisory experience in high-Volume production and/or industrial industry.
• Strong organizational, Leadership & administrative Skills.
• Knowledge and understanding of fabrication, mechanical, electrical, and electronic principals,
• Must understand specific OSHA and EPA standards as they relate to the plant environment.
• Ability to interpret an extensive variety of technical instructions.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Computer literate – (MS Office) (ERP Systems – SAP)

What you will experience at Delta:

You will be joining one of the world’s leaders in technology as they grow their presences in North America. This role offers a competitive salary package, comprehensive benefits, and the opportunity to work with a dynamic team in a fast-paced and innovative environment. If you are a self-starter with a passion for technology and a commitment to customer satisfaction, this is the job for you.

Senior Accountant

Carrollton, TX | Manufacturing Environment

Be the Financial Partner Behind Smart Operational Decisions

Are you a hands-on Senior Accountant with strong manufacturing experience and deep knowledge of sales & use tax who enjoys being close to the business—not just the books?

This is an opportunity to step into a highly visible role within a well-established manufacturing company where your financial insight directly supports plant operations, leadership decision-making, and continuous improvement initiatives.

In this role, you’ll partner closely with Plant Finance, Operations, and Management, serving as a key contributor to management reporting, variance analysis, sales and use tax compliance, capital accounting, and month-end close. The environment is fast-paced with a two-day close timeline, requiring someone who is organized, proactive, and comfortable working efficiently under deadlines.

This position is ideal for someone who takes initiative, thrives in a manufacturing environment, and enjoys improving processes while maintaining strong financial accuracy.

Why This Role Stands Out

• High-visibility role supporting plant leadership and finance management

• True partnership with Operations—not a back-office accounting role

• Ownership of sales and use tax compliance and reporting

• Opportunity to influence financial processes and operational efficiency

• Exposure to capital projects, fixed assets, forecasting, and product costing

• Fast-paced environment with a streamlined two-day month-end close

• Stable, well-established manufacturer with continued growth

General Ledger & Month-End Close

• Compile and analyze financial data to prepare accurate journal entries

• Participate in a fast-paced two-day month-end close process, ensuring timely and accurate reporting

• Perform balance sheet reconciliations and investigate discrepancies quickly and effectively

• Support the Controller with reporting, analysis, and ad hoc financial requests

What We’re Looking For

Education & Experience

• Bachelor’s Degree in Accounting

• 3–5+ years of accounting experience within a manufacturing environment

• Hands-on experience with sales and use tax filings and compliance

• Experience working in fast-paced accounting environments with tight close deadlines

What Sets You Apart

• Self-starter who takes initiative and proactively solves problems

• Comfortable working in a fast-paced manufacturing environment with a two-day close timeline

• Highly organized and able to meet tight deadlines without sacrificing accuracy

• Analytical thinker who enjoys understanding the “why” behind the numbers

• Strong communicator who can present financial data clearly to non-financial leaders

• Collaborative team player with a continuous improvement mindset

Job Summary

Provides support to end users on a variety of issues. Identifies, researches, and resolves technical problems, billing inquiries, submits return merchandise authorizations, and promotes aftermarket sales. Answers telephone calls, and responds to emails, right faxes and voicemails within prescribed service levels. Documents, tracks, and provides accurate and timely follow through to customer inquiries. Relies on experience and judgment to plan and accomplish goals.

Essential Duties and Responsibilities:

• Takes ownership of incoming calls from the end user community and provides one call resolution for ASSA ABLOY product lines.
• Properly enters customer information, documents and verifies customer orders, billing and shipping addresses for invoicing and tracking purposes.
• Responsible for follow-up on all issues, maintains quality assurance of tickets, monitors order status and backlogs for delayed orders.
• Performs front line troubleshooting of proprietary software for product lines and tests product hardware and software applications to resolve technical inquiries.
• Assigns tickets to the proper 2nd and 3rd level support teams, sales and field technicians.
• Escalates calls to appropriate departments and senior management as needed.
• Provides input on processes and assists with the development of standard operating procedures to gain efficiencies.
• Promotes Aftermarket Sales to contribute to revenue expectations of department and company.
• Assumes and performs other duties and responsibilities not specifically outlined herein.
• Projects a favourable image of ASSA ABLOY Hospitality, Inc. when interfacing with the outside community.
• Rotation of on-call phone and pager for products lines after hours and weekends.

Skill Requirements and Performance Criteria:

• Excellent phone and interpersonal skills with customers, peers and management
• Must be detail oriented, possess the ability to multitask, be able to organize and prioritize tasks and follow through on commitments.
• Technical aptitude to troubleshoot and analyze hardware and software issues.
• Adaptable to change

Education and/or Work Experience Requirements:

• 2 to 3 years customer service experience or Technical Support experience in a fast paced environments.
• 1 to 2 years Desktop Support or Networking knowledge is preferred.
• High School graduate/GED with some desktop and/or technical interface experience.
• Associate Degree in electronics, preferred or equivalent work experience.
• Some college level course work up to a 4 year degree is desired.
• Industry certification preferred.

Software and Technical Skills:

• Experience with MS Office - Suite, Windows Vista, Window 2003 Server and Windows XP.
• Network knowledge, preferred.
• Knowledge of Navision is a strong plus or familiarity with other ERP systems.

Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.
• Must be able to talk, listen and speak clearly on telephone.

We are the ASSA ABLOY Group

Our people have made us the global leader in access solutions. In return, we open doors for them wherever they go. With nearly 61,000 colleagues in more than 70 different countries, we help billions of people experience a more open world. Our innovations make all sorts of spaces – physical and virtual – safer, more secure, and easier to access.

As an employer, we value results – not titles, or backgrounds. We empower our people to build their career around their aspirations and our ambitions – supporting them with regular feedback, training, and development opportunities. Our colleagues think broadly about where they can make the most impact, and we encourage them to grow their role locally, regionally, or even internationally.

As we welcome new people on board, it’s important to us to have diverse, inclusive teams, and we value different perspectives and experiences.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based on the Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.

• Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.

• Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

• Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

• Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

• Motivates member to take action on recommendation(s) and resolves objections using foundational sales techniques and foundational persuasion skills. Implements recommendation(s).

• Monitors legislative initiatives that may impact economy, society, and personal financial situation.

• Educates membership on implications of economic, investment market and industry trends and tax law changes, as well as USAA's products and services.

• May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

• Collaborates with team members to resolve issues and to identify appropriate issues for escalation.

Work Hours:

• Monday – Friday / 7:30am – 7:00pm (Central)

• An 8 hour shift will fall within these hours

• This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

• High School diploma or GED

• Required maintenance of Life/Health license

• Required annual completion of AHIP and Broker/Carrier appointments when applicable.

• 1 year of financial industry and/or life sales experience

• Experience delivering frequent written and oral communication

• Experience acquiring and applying new concepts and information

• Experience processing and analyzing information

• Experience fulfilling requests and meeting deadlines

• Experience resolving conflict and negotiating

• Experience multi-tasking in an operating systems environment

• Experience participating in a team environment

• Successful completion of a job-related assessment may be required

What sets you apart:

• 2+ years experience working in Sales with life insurance

• 1+ years experience working in a call center environment

• CLU® - Chartered Life Underwriter or comparable designation

• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $51,340 - $86,630.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Staples is business to business. You’re what binds us together.

The Inside Account Executive - GPO works with small to mid-sized inside accounts to grow and retain their business. Inside Account Executives (IAE) engage customers remotely by phone, video, and digital communication to retain and expand sales into new lines of business as well as facilitating introductions to our category experts for more complex business needs. This role is part of a team and does not have assigned accounts. 

It is a high velocity sales position that leverages a prioritized call list to engage and sell to contacts across the entire standard and low touch customer segment. The goal of a retention representative is to build strong relationships with existing customers, address their concerns, and provide exceptional customer service to ensure they remain loyal and continue to do business with the company. Retaining customers can be crucial for long-term business success and profitability.

This is a ONSITE role with a FOUR day (Mon-Thurs) in-office expectation at our Lewisville, TX office.

What you’ll be doing:

• Leverage various internal partners to drive growth and ensure customer satisfaction. This includes, but is not limited to Category Sales Specialists, Sales Operations and Customer Service Teams
• Use Professional Selling Skills (PSS) to identify customer needs and close/win opportunities.
• Influences on the spot pricing decisions in order to cultivate a seamless customer experience
• Maintain and grow revenue by consistently meet activity goals and daily metrics - outbound dials, sell time, live contacts, and created opportunities
• Manage sales funnel to close opportunities
• Implement strategies to retain at-risk customers or those considering canceling their subscriptions
• Engage with customers to uncover and win new opportunities and discuss promotions and/or campaigns
• Keeping customers engaged with the company through regular check-ins, follow-up calls, or personalized interactions
• Gathering feedback from customers about their experiences, needs, and preferences and conveying this information to relevant departments within the company for improvement
• Identifying and resolving customer problems, complaints, or inquiries, and ensuring that customers receive timely and effective solutions
• Providing customers with information about new features, upgrades, or offerings that may be of interest to them and explaining how these additions can benefit them

What you bring to the table:

• Strong drive and a desire to win
• Strong aversion to complacency
• Proven ability to view rejection as a learning opportunity and double down on next best actions
• Strong phone presence
• Strong time management skills
• Ability to effectively communicate and build relationships
• Ability to sell company values and services, in addition to program features and benefits via phone and internet
• Ability to adapt to a fast-paced organization
• Strong communication skills; active listener
• Experience building customer relationships
• Strong organization and time management skills
• Exhibit strong sense of business acumen

Qualifications:

What’s needed- Basic Qualifications:

• High school diploma or GED
• 1+ years of experience in a sales, customer service, or a sales support position
• 2+ years experience with MS Word, Outlook, Excel and PowerPoint

What’s needed - Preferred Qualifications:

• Bachelor's degree preferred or equivalent related experience
• Account management experience
• Solution oriented, self-starter and results oriented
• Proven ability to meet or exceed incremental sales and gross profit goals - growing sales and margin within current customer base
• Adaptable to Change
• Coachable, able to incorporate feedback
• Ability to work in a team sales environment
• Industry knowledge a plus

We Offer:

• Inclusive culture with associate-led Business Resource Groups
• 112 Hours of PTO and Holiday Schedule (7 observed paid holidays + 1 floating holiday)
• Online and Retail Discounts, Company Match 401(k), Physical and Mental Health Wellness programs, and more!

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.

• Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.

• Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.

• Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.

• Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.

• Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).

• Monitors legislative initiatives that may impact economy, society, and personal financial situation.

• Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's

• products and services.

• May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

• Serves as a resource to less experienced team members on escalated issues of a routine nature.

• Guides and influences less experienced team members.

Work Hours:

• Monday – Friday / 7:30am – 7:00pm (Central)

• An 8 hour shift will fall within these hours

• This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

• High School diploma or GED

• Required maintenance of Life/Health license

• Required annual completion of AHIP and Broker/Carrier appointments when applicable.

• 2 years of financial industry and/or life sales experience

• Experience delivering frequent written and oral communication

• Experience acquiring and applying new concepts and information

• Experience processing and analyzing information

• Experience fulfilling requests and meeting deadlines

• Experience resolving conflict and negotiating

• Experience multi-tasking in an operating systems environment

• Experience participating in or leading teams

• Successful completion of a job-related assessment may be required

What sets you apart:

• 4+ years experience working in Sales with life insurance

• 1+ years experience working in a call center environment

• CLU® - Chartered Life Underwriter or comparable designation

• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $66,340 - $111,940

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.