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Job Title: Director of Analytics & Insights (Amazon Agency)

Location: Milwaukee, WI

Alternate location: Or home based anywhere in the US

Industry: Ecommerce (Amazon Agency)

Channel: Mostly Amazon and

Direct Reports: Team of 5-6 Analysts

Visa: No sponsorship possible. Must have valid work authorization

Job ID: ZR_9557_JOB

Remote work policy: Full remote

Job Seniority: Executive Level, Middle Management Level

Company size: Medium (50-1000 ppl)

Company Ownership: Privately Owned

Industry(ies): Ecommerce, Consumer Goods,

Function(s): eCommerce,

Region(s): Arizona, Atlanta, Boston, Chicago, Cincinnati, Las Vegas, Los Angeles Area, New Orleans, NORTH AMERICA, USA, Dallas, California, Fort Lauderdale / West Palm Beach, Houston, Colorado, Connecticut, San Francisco Area, Florida, Miami, Georgia, Illinois, Louisiana, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York City area, North Carolina, Ohio, Pennsylvania, Texas, Utah, Washington DC, Maryland, Delaware, Washington

Company Description

Our client is a well-established ecommerce services organization that supports brands in building and scaling their presence across major online marketplaces (Amazon and mostly). With a long-standing track record in digital commerce, the firm provides strategic and operational support spanning retail, media, creative and performance enablement. Its environment is collaborative, entrepreneurial and data-driven, with a strong emphasis on translating complexity into clear business value.

Objective of the Role

Our client is seeking a Director of Analytics & Insights to lead the strategic development of its measurement and insights capability. This individual will define how performance is measured, interpreted and communicated across client engagements, with a particular focus on ecommerce, digital advertising effectiveness and broader brand growth.

The role is designed for a senior leader who can combine technical depth with business judgment. The successful candidate will establish a clear vision for analytics and reporting, strengthen the quality of insight generation across the organization, and help create scalable frameworks that enable client teams to translate data into action. This position will also play an important role in shaping how advanced tools, automation and artificial intelligence support a modern analytics function.

Ideal Profile

The ideal candidate will bring a strong background in ecommerce analytics, digital advertising measurement and commercial insight generation, ideally gained within a brand-led environment, an agency, or a similarly complex client-facing business. A deep understanding of marketplace ecosystems is essential, particularly in relation to Amazon advertising, Amazon Marketing Cloud, omnichannel measurement and upper-funnel media effectiveness.

This person should be equally credible in technical and executive settings: capable of engaging with analysts, data partners and technical teams while also presenting clear, actionable conclusions to senior leadership. The right profile will combine strategic thinking, intellectual curiosity, sound judgment and the ability to bring structure to an evolving function.

Responsibilities

• Define and advance the analytics and insights vision for the organization.
• Establish scalable measurement frameworks covering retail performance, advertising effectiveness, brand growth and operational health.
• Lead and develop the analytics team, strengthening capabilities, role clarity and professional growth.
• Create clear standards for reporting, dashboards and insight delivery across client accounts.
• Improve the quality of interpretation by ensuring data is translated into commercial recommendations and action plans.
• Serve as a subject matter expert on advanced ecommerce measurement, including Amazon Marketing Cloud and omnichannel analytics.
• Partner with internal technology and engineering teams to improve data infrastructure, automation and reporting efficiency.
• Evaluate the current operating model and clarify ownership between analytics, reporting and client-facing teams.
• Support the development of advanced analyses that go beyond standard dashboard reporting and provide deeper strategic value.
• Ensure analytical output remains relevant, accurate, decision-oriented and aligned with the evolving needs of clients and the business.

Requirements

• Significant experience in analytics and insights leadership, including team management.
• Strong expertise in digital advertising measurement and ecommerce performance analysis.
• Demonstrated knowledge of Amazon advertising tools, metrics and measurement methodologies, including Amazon Marketing Cloud.
• Familiarity with omnichannel measurement, customer journey analysis and upper-funnel media evaluation.
• Advanced capability in SQL and experience with business intelligence and visualization platforms such as Tableau, Looker or similar tools.
• Working knowledge of statistical or analytical tools such as Python, R or equivalent.
• Ability to design measurement frameworks that connect media investment to broader business outcomes.
• Strong communication skills, with the ability to simplify complex analysis for non-technical audiences.
• Experience operating in a fast-paced, evolving environment with multiple stakeholders.
• Bachelor’s degree required; an advanced degree is advantageous.

Description

The Enterprise IT Administrator is responsible for supporting and administering the core business systems that help power our client including ERP, CRM, CSM, and related operational platforms. While part of the broader IT organization, this role is dedicated to enabling and optimizing logistics and sales operations across NetSuite, ServiceNow, and Salesforce.

You will design, build, and support logistics‑focused solutions through scripting, automation, reporting, and system customization.

Success in this role requires deep expertise in supply chain logistics combined with strong technical proficiency. You should be able to create customizations for NetSuite, manage Boomi integrations, and design as well as administer tailored solutions that improve and optimize logistics, service, and sales operations

This position will be under the supervision of the Chief Technology Officer.

RESPONSIBLITIES

• Manage, maintain, and support the daily operations of NetSuite (ERP) and integrated systems, including Adaptive, RF‑Smart (Warehouse/Shipping), Streamline, NetSuite Pay, TrueCommerce, and the Boomi Integration Platform.
• Administer ServiceNow Customer Service Management (CSM), including integrations that support the member services team.
• Administer Salesforce (CRM), ensuring reliable data flow and integration support for the internal sales organization.
• Plan, prioritize, and execute ERP/CRM/CSM enhancements and integration projects.
• Provide Tier‑2/Tier‑3 technical support for system issues related to ERP/CRM/CSM.
• Conduct system testing, integration validation, and QA processes to ensure new and updated solutions meet reliability, performance, and availability standards.
• Troubleshoot and resolve integration, workflow, and data‑quality issues across all connected platforms.
• Identify ERP/CRM/CSM risks and recommend improvements to enhance system stability and operational resilience.
• Work closely with logistics, operations, sales, and service teams to understand processes, challenges, and system requirements.
• Translate business needs particularly supply chain and logistics workflows into technical specifications and system enhancements.
• Ensure all solutions align with operational standards and strategic objectives.
• Produce comprehensive documentation for ERP/CRM/CSM configurations, customizations, integration of workflows, and logistics processes.
• Create and maintain internal knowledge of assets to support continuity, onboarding, and cross‑team understanding.
• Deliver training sessions to ensure teams can effectively use EPR, CRM, and CSM system enhancements.
• Partner with managers to deliver logistics‑related technology initiatives on time and within scope.
• Provide clear, timely communication to leadership regarding system performance, risks, and upcoming changes.

Requirements

• NetSuite Administration: Strong hands‑on experience with NetSuite security models, role‑based permissions, customizations (SuiteScript, SuiteFlow), third‑party scripts/plugins, and data integrations.
• ServiceNow Administration: Experience managing ServiceNow CSM, including security configuration, custom workflows, integrations, and support for third‑party extensions.
• Salesforce Administration: Proficiency administering Salesforce CRM, including roles/permissions, custom objects, workflows, and integration management.
• Solid understanding of supply chain and logistics processes, including sales orders, purchase orders, invoicing, warehouse operations, and inventory receiving workflows.
• Ability to translate operational requirements into clear technical specifications and system enhancements.
• Ability to diagnose and resolve system, workflow, and integration issues across ERP/CRM/CSM environments.
• Demonstrated analytical thinking and technical problem‑solving skills with the ability to troubleshoot complex cross‑system issues.
• Ability to clearly simplify, interpret, and document requirements from technical and non‑technical stakeholders.
• Strong written and verbal communication skills, including the ability to collaborate effectively with logistics, operations, sales, and service teams.

Proven ability to manage and prioritize competing requests in a fast‑paced, dynamic environment.

SUPERVISORY RESPONSIBILITY

This position has no supervisory responsibilities.

WORK ENVIRONMENT

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. This role occasionally must lift and carry office equipment. Occasional evening, night, and weekend shifts are required.

Work Location

Due to state law and tax implications, remote work candidates must live and work in one of the following states: California, Texas, Washington, Florida, Tennessee, New York, or Colorado.

PHYSICAL/MENTAL DEMANDS

• Physical - This is a sedentary role.
• Mental – Problem solving, making decisions, interpreting data, organizing, and reading/write.
• Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

TRAVEL

Annual travel to the San Diego office headquarters is expected for this position. Additionally, quarterly travel to Nashville, TN area is expected for this position.

PREFERRED EDUCATION AND EXPERIENCE

• Bachelor’s degree in Information Systems, Computer Science, Supply Chain Management, or a related field — or equivalent professional experience.
• 2+ years of hands‑on NetSuite administration experience, including customizations, security/role management, and integration support.
• 1+ years of ServiceNow administration experience with exposure to CSM configuration, workflow design, and data integrations.
• 1+ years of Salesforce administration experience, including user management, custom objects, automation, and integration maintenance.
• 1+ years of experience with Warehouse Management Systems (WMS) or logistics‑focused operational platforms.
• Advanced proficiency with Microsoft Excel, including automation, advanced formulas, pivot tables, and dataset analysis.
• Experience leading technical demonstrations, conducting requirements‑gathering sessions, and producing clear user documentation or technical specifications.
• Experience managing small to medium‑scale IT or integration projects, including requirements definition, task coordination, stakeholder communication, and cross‑team alignment.
• Familiarity with project management methodologies (Agile, Scrum, or Kanban) and tools used for planning and tracking work.

Job Summary:

At Tokio Marine Highland (TMH) we are strengthening our enterprise delivery capability to support sustainable growth, sharper strategic alignment and disciplined execution. As the business scales in complexity and ambition, we are embedding a clear governance framework, robust investment prioritization and consistent oversight to ensure initiatives deliver measurable business value.

The VP, Enterprise Change reports to the COO and leads the BAU change function. It is accountable for ensuring that strategic initiatives are prioritized, governed and executed in line with enterprise objectives. The role plays a critical part in embedding a transparent, repeatable delivery model that enhances executive visibility, improves decision quality and drives outcomes at pace and scale.

Key Responsibilities:

Enterprise Change & Portfolio Leadership

• Partner with Executive Leadership to define and advance the multi-year change agenda, translating strategic priorities into sequenced roadmaps, investment plans, and disciplined portfolio execution aligned to business and financial objectives.
• Lead the enterprise change portfolio, establishing clear prioritization, governance, capacity planning, and performance transparency to ensure initiatives are properly sequenced, resourced, and delivered at a sustainable pace.
• Advise the Executive Leadership Team on investment trade-offs, risks, dependencies, and benefit realization, ensuring strong PMO standards, financial controls, and outcome accountability.

Organizational Change & Value Realization

• Define and embed a consistent change management methodology, leading communications, stakeholder engagement, readiness, and sustained adoption across the enterprise.
• Establish outcome-based KPIs and value tracking to ensure initiatives deliver measurable commercial impact, operational efficiency, and strategic advantage, with clear business ownership of benefits.

Team Leadership & Capability Building

• Build and lead a high-performing Change team, strengthening enterprise delivery capability, maturity, and a culture of accountability, transparency, and execution excellence.

Experience and Skills Required:

• 12–15+ years leading large-scale change initiatives.
• Experience in the insurance industry
• Proven experience building or leading a change function.
• Demonstrated success delivering complex, cross-functional programs from strategy through implementation.
• Executive presence with strong influencing skills at C-suite level.
• Willingness to travel occasionally as needed

Core Competencies

• Strategic Portfolio & Value Delivery: Translate strategy into executable roadmaps; lead enterprise portfolio management, financial oversight, benefits realization, and risk governance.
• Organizational Change Leadership: Drive enterprise change, stakeholder engagement, and sustained adoption through clear executive communication and influence.
• Enterprise Stakeholder Influence: Build alignment across senior leaders through strong judgment, credibility, and organizational awareness.
• Executive Decision-Making: Demonstrate clarity, discernment, and sound escalation judgment in complex, high-impact environments.
• Composed Leadership: Lead with executive presence, emotional intelligence, and resilience under pressure.

Preferred Qualifications

• Demonstrated digital and process transformation capabilities

Required Education:

• Bachelor’s or Master’s degree in Business Administration, Organizational Psychology, Human Resources Management, or a related field.

Preferred Certifications

• PROSCI (Change Management)
• PMP (Project Management Professional)
• SAFe (Lean Portfolio Management)

Additional Job Details:

This hybrid position will be based in Chicago, IL, or Frisco, TX with 2-3 days in office each week.

The pay range for this role is $155,800 - $202,600. This range reflects a good faith estimate of pay at the time of posting. Actual compensation will be determined based on factors such as experience, skills, knowledge, education, and internal pay equity.

About Tokio Marine Highland

Tokio Marine Highland Insurance Services (TMH) is a leading property and casualty underwriting agency. We offer a broad suite of tailored specialty risk management solutions, including private flood, fine art and lender-placed products. At TMH, it’s all about our clients. Nationwide, our customers rely on our trusted, industry-leading coverages, supported by compliance expertise, superior claims management and the highest caliber of service.

Founded in 1962, TMH is a wholly owned company of Tokio Marine Kiln, one of the largest carriers in the Lloyd’s of London insurance market and a member of the Tokio Marine Group. TMH has operating centers in Chicago, Il, Frisco, Texas, Miami, Fla., and South Pasadena, Calif.

If you’re looking to advance your career, TMH is the perfect professional home. At TMH, you’ll have a chance to innovate with the world’s leading businesses, put your expertise into action on major projects, and work on game-changing initiatives. You’ll also make long-lasting professional connections through sharing different perspectives, and you’ll be inspired by the best.

Tokio Marine Highland, LLC (TMH) is an Equal Opportunity Employer. TMH’s success depends heavily on the effective utilization of qualified people, regardless of their race, ancestry, religion, color, sex, national origin, sexual orientation, gender identity and/or expression, disability, veteran status, or any characteristic protected by law. As a company, we adhere to and promote equal employment opportunities for all.

Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is TMH’s policy to provide reasonable accommodation when requested by qualified individuals with disabilities during the recruitment process, unless such accommodation would cause an undue hardship. To make an accommodation request, please contact

Position Title: Structural Department Manager

Reports To: Production Manager

Position Summary:

The Structural Department Manager is responsible for leading and managing the daily operations of the Structural, Pipe, and Labor Departments in support of ship repair, maintenance, and modernization projects. This role ensures all work is performed safely, efficiently, within budget, and to the highest quality standards in accordance with applicable specifications and regulatory requirements.

The Structural Department Manager is responsible for setting the tone and culture of the department, ensuring full alignment with company expectations and strategic objectives. This role requires proactive leadership, accountability, and a strong commitment to organizational priorities. Department Managers are expected to champion company initiatives and directives from senior leadership, clearly communicating and reinforcing them within their teams as unified, department-level guidance.

The manager oversees a broad scope of production activities, including structural steel fabrication and repairs, hull modifications, deck and bulkhead work, piping system installation and testing, and general labor support services. Responsibilities include coordinating structural welders, fitters, pipefitters, laborers, and support crews to meet production goals and project schedules.

This position requires strong knowledge of shipboard structures, welding and pipefitting techniques, material handling, and staging. The Structural Department Manager works closely with project teams, planning, and other production departments to integrate efforts across trades, resolve technical and logistical challenges, and ensure customer satisfaction. The manager is also responsible for workforce development, resource planning, and ensuring compliance with all safety, environmental, and quality management protocols.

Pacific Shipyards Expectations of Employee:

• Support safety as a core value.
• Support “schedule” as the organization’s keystone habit.
• Committed to the company values and adheres to all Pacific Shipyards’ policies and procedures.
• Maintain a positive and respectful attitude and conduct her/himself with integrity and in a polite, professional manner treating customers and co-workers courteously and respectfully.
• Foster a department culture of accountability and organization by setting clear expectations to maintain clean, orderly work areas in alignment with 5S standards.
• Maintain and ensure the safety of all assigned equipment.
• Perform all duties in conformance to appropriate safety and security standards.
• Develop and measure department productivity goals and quality standards daily, weekly, and on a project basis.
• Ability to read and understand drawings and specifications.
• Ability to handle multiple tasks and balance priorities.
• Computer proficiency in Microsoft Office.
• Provide clear & consistent communication about project schedules, execution strategies, department budgets, and process improvement initiatives.
• Leads by example and demands a positive and respectful attitude and requiring all Production Department employees to conduct themselves with integrity and in a polite, professional manner treating customers and co-workers courteously and respectfully.
• Develop & meet productivity goals and quality standards to ensure PSI maintains a competitive edge in the Hawaii Ship Repair Industry.

Essential Duties & Responsibilities:

• Ensure Structural Department Staff are constantly working to streamline production processes, reduce rework, improve department reliability, and deliver early on key schedule milestones.
• Provide systems for accountability for the management of department resources, including labor, materials, and equipment, to ensure efficient financial performance.
• Maintain open communication with VP Programs, Production Manager, Production Engineering & Planning Manager, and PMO staff to address operational bottlenecks and correct them quickly.
• Ensure that every member of the Structural Department has clear & measurable tasks daily and provide a system for Department Management to provide daily feedback to all employees.
• Establish, enhance and maintain standard processes for the measuring and monitoring of department production rates, and providing standard rate information and feedback to Estimating.
• Ensure that all materials are ordered to support department schedules.
• Grows and develops Structural Department capabilities to increase business opportunities, eliminate dependence on subcontractors, and ensure PSI maintains a competitive advantage in the dynamic ship repair landscape.
• Create systems for collecting and reporting Structural Department Performance metrics across the organization.
• Strive for continuous improvement and encourage feedback from employees to drive improvements based on past projects to enhance performance.
• Embrace new technologies by introducing modern, efficient tools and technologies to improve productivity. Encourage employees to suggest and implement innovative solutions that can enhance efficiency and quality
• Works closely with the Project Manager(s) to ensure timely and cost-efficient completion of projects and/or jobs.
• Generates job assignments and communicates to subordinate employees, makes recommendations to the Production Manager on matters related to hiring, termination, suspension, advancement, promotion, demotion, discipline, and addresses or adjust employee grievances and other supervisory duties as required.
• Determines workforce staffing to maximize efficiency and meet project/department budget goals.
• Leads, trains, and develops Assistant Superintendents, Foremen, Lead men, and production team members.
• Advises PM on the status of all assigned projects, potential obstacles and delays and plans to minimize impact and beat project goals.
• Handle various administrative duties such as report writing, performance reviews, responding to email, interviews candidates, and form completion.
• Estimates time, manpower, and materials required for assigned jobs.
• Complies with requirements of the CBA.
• Assesses team member skills and provide necessary training opportunities as required to enhance or address deficiencies.
• Plan, coordinate, and supervise the execution of structural, pipefitting, and labor-related work in support of ship repair and maintenance projects, ensuring alignment with project schedules, budgets, and technical specifications.
• Ensure all work is performed in compliance with applicable NAVSEA Standard Items, U.S. Navy technical requirements, and other regulatory and contract specifications.
• Oversee hot work operations, ensuring proper permitting, fire watch assignments, and strict adherence to safety procedures related to welding, burning, and grinding activities aboard vessels and in yard facilities.
• Lead coordination efforts between departments, subcontractors, and project management teams to resolve production and technical issues that may impact critical path work.
• Monitor and enforce compliance with company policies, OSHA regulations, and customer-specific safety and environmental requirements, including confined space entry, fall protection, and hazard communication standards.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Education/Training and Experience:

• High School Diploma or equivalent work experience is required.
• Ability to read and interpret blueprints and sketches.
• Experience with US Navy Ship repair/NAVSEA regulation is preferred.
• Associates degree in Industrial Trades/Applied Science is preferred.
• Proficient with Word and Excel.
• Minimum of 10 years of experience in shipyard heavy industry is required.
• Extensive knowledge of ship repair processes.
• Knowledge of managing Federal Contracts.
• Ability to organize and prioritize to meet deadlines.
• Excellent communication skills, both verbal and written.
• Interpersonal skills, good attitude, and exceptional work ethic.
• Work requires establishing priorities and meeting deadlines.

Qualifications/Requirements:

• Strong technical background.
• Ability to write effectively and the ability to accurately communicate with all PSI employees.
• Ability to access, interpret, and apply government and industry standards, law, and corporate policy and procedures to aid in the management of the Mechanical Department.
• Ability to organize and prioritize to meet deadlines.
• Proficiency with spreadsheet and word processing software
• Ability to effectively operate standard office equipment
• Good attitude; must be a team player.
• Candidates must have access to reliable transportation to get to work and other job sites on time for the start of shift
• Must be flexible in work hours
• Valid State of Hawaii REAL ID-Compliant Drivers’ License in good standing, Class 3 or higher or a valid U.S. Passport in addition to a valid Hawaii Driver’s License, if you do not have a REAL ID-Compliant Driver’s License.

Work Authorization/Security Clearance:

• Must show proof of your legal right to work in the United States
• This position requires US Citizenship due to security clearance required for base access
• Must be able to successfully obtain a Transportation Worker Identification Credential (TWIC)
• Must be able to successfully obtain a Defense Biometric Identification System (DBIDS) Credential to gain access to federally controlled work sites

Operations Manager

Hospitality & Events

Potomac Hospitality Group   |   Bowie, MD

Full Time  | Up to 20% Performance Bonus  |  Full Benefits  |  Path to Director of Operations

At Potomac Hospitality Group, the Operations Manager is the connective tissue of the entire company. You are the person who keeps our compliance airtight, our platforms current, our vendors coordinated, our team supported, and our communications flowing — across a growing hospitality management company that serves everyone from government agencies to film production companies to embassy dining rooms.

This is a role for someone who has seen how hospitality operations work from the inside — whether in a hotel, a catering company, a restaurant group, or a food service organization — and is ready to own a function, not just support one.

And for the right person, this role has a clear, defined path to Director of Operations within two years. We are building something at PHG, and we want the person who runs our operations to grow with us.

  Come in as Operations Manager. Build toward Director of Operations. Grow with PHG.  

ABOUT POTOMAC HOSPITALITY GROUP

Potomac Hospitality Group is a full-service hospitality management company with over 10 years of experience delivering exceptional food and hospitality experiences across the Metro DC region and beyond. We serve corporate clients, government agencies, educational institutions, film and production companies, and private clients.

We operate across three lanes: high-end offsite event catering, institutional food service, and our restaurant subsidiary. Our events range from intimate private dinners to 400-person galas to craft services on film sets. Our clients include some of the most recognized names in government, business, and culture.

We are a growing company with 43 team members, a full benefits package, and a leadership team that invests in the people who invest in us.

Connecting people. Creating impact. One extraordinary experience at a time.

WHO WE’RE LOOKING FOR

You have worked in hospitality, food service, or events long enough to understand how operations actually work — the systems, the pace, the compliance requirements, the vendor relationships, and the detail that separates a smooth event from a chaotic one.

You are not looking for a job where someone tells you what to do every day. You are looking for a role where you own something, build something, and grow into something bigger.

Your Background Likely Looks Like One of These

• Hotel operations, catering sales coordination, or banquet/event administration — you know the rhythm of event-driven work and you’ve managed the operational details that make events run
• Restaurant group or multi-unit food service operations — you’ve managed scheduling, vendor relationships, compliance, and team communications across a fast-moving operation
• Hospitality management graduate with 3–5 years of operational experience — you studied the industry and have been building real-world skills since
• Food service operations coordinator with institutional or government contract experience — you understand compliance, documentation, and multi-stakeholder communication

Regardless of Background, You Are

• An owner, not a supporter — your responsibilities are yours completely and you treat them that way
• A finisher — tasks get closed completely and correctly, every time
• Systems-minded — you build processes that work and maintain them without being asked
• Tech-comfortable — you learn platforms quickly and manage data with accuracy
• Warm and professional — you communicate clearly with everyone from team members to vendors to leadership
• Ready to grow — you are not looking for a ceiling, you are looking for a runway

WHAT YOU’LL OWN

Platform & Menu Management

PHG operates across five platforms simultaneously. You own the accuracy and currency of all of them.

• Manage and update menu data across Tripleseat, Toast, 7Shifts, and the PHG website
• Ensure menu changes, pricing updates, and event-specific content are reflected accurately and promptly across all systems
• Coordinate with culinary and events leadership to capture updates in real time
• Serve as the internal point of contact for platform issues and resolutions

Operations & Communications

• Coordinate internal communications between leadership and team members across all PHG operations
• Manage external communications with vendors, partners, and operational contacts
• Support executive leadership with scheduling, correspondence, and day-to-day operational needs
• Ensure information flows clearly, accurately, and on time across the organization

Vendor Coordination

• Manage day-to-day relationships with vendors, suppliers, and service providers
• Track vendor contracts, agreements, and renewal timelines
• Coordinate ordering, delivery, and vendor communications in support of event and operational needs

Compliance & Licensing

• Own PHG’s master compliance calendar — all licenses, permits, certifications, and insurance renewals
• Manage business licenses and permits across Maryland and DC
• Track and renew health permits, catering permits, ServSafe certifications, and regulatory registrations
• Manage annual memberships and vendor registrations
• Coordinate business insurance policies including vehicle, workers’ comp, and umbrella coverage

HR & Team Support

• Manage job postings, resume screening, interview scheduling, and candidate communications
• Lead onboarding for new team members — system access, welcome materials, and orientation
• Maintain employee records and HR documentation in ADP
• Support performance evaluation processes, incident reporting, and offboarding procedures
• Coordinate team engagement activities and employee recognition initiatives

Event Operations Support

• Support scheduling and administrative coordination for catering and hospitality events
• Ensure event documentation, contracts, and permits are organized and compliant
• Coordinate internal communications between leadership, kitchen, and event teams

YOUR GROWTH PATH

This role is designed to evolve. For the right person — someone who demonstrates ownership, operational excellence, and leadership over time — the Operations Manager position has a defined path to Director of Operations within two years.

As Director of Operations, you will move from owning the administrative and compliance infrastructure to overseeing the full operational strategy of PHG — people, systems, vendor relationships, and the operational backbone that supports every lane of the business.

We are not looking for someone to fill a seat. We are looking for someone ready to help lead where PHG goes next.

PREFERRED EXPERIENCE & QUALIFICATIONS

• 3–5 years of experience in hospitality operations, hotel administration, catering coordination, restaurant group operations, or food service management
• Demonstrated ability to manage multiple operational responsibilities simultaneously without dropping details
• Experience with platforms such as Tripleseat, Toast, 7Shifts, ADP, or similar hospitality and HR systems
• Strong written and verbal communication skills — you communicate clearly with everyone from kitchen staff to executive leadership
• Undergraduate degree in hospitality management, business, or a related field preferred — equivalent experience considered
• Familiarity with food service compliance, licensing, or permit management a strong advantage
• Must be able to pass a Level II background check

COMPENSATION & BENEFITS

• Competitive Salary
• Up to 20% performance bonus
• Medical, Vision, and Dental Insurance
• 401(k) Retirement Plan
• Life Insurance
• Short-Term Disability
• Employee Assistance Program (EAP)
• Professional development and leadership growth opportunities
• A defined path to Director of Operations for the right candidate
• A company that measures success by the growth of its people
• Support performance evaluation processes, incident reporting, and offboarding procedures
• Coordinate team engagement activities, leadership retreats, and employee recognition initiatives
• Support employee benefits programs and wellness initiatives

Sustainability & Product Responsibility Lead (6 Month Temporary Assignment)

We are seeking a highly organized, detail-oriented professional to support the execution of key Sustainability and Product Responsibility initiatives aligned with a long-term industry strategy. This role is structured around a focused project with defined goals and milestones, with the opportunity for continued engagement as the work evolves.

This is an ideal opportunity for someone who thrives in a fast-moving environment, enjoys connecting people with the right solutions, and takes pride in turning complex regulatory or sustainability information into clear, practical guidance.

The right person will be a self-starter with strong attention to detail, a “can-do” mindset, and the ability to manage multiple priorities with urgency and independence. You will serve as a go-to resource for members and stakeholders while helping build tools, resources, and processes that support the broader industry.

What You’ll Do

Lead Regulatory Monitoring & EPR Guidance (25–30%)

• Monitor evolving regulatory developments related to packaging and textile Extended Producer Responsibility (EPR) and broader product compliance requirements
• Translate complex regulatory changes into clear, practical guidance for members
• Maintain and update EPR-related white papers, briefs, and compliance resources
• Serve as a liaison with external experts (e.g., CAA) to ensure guidance remains accurate and actionable

Develop Educational Content & Practical Guidance (20–25%)

• Draft first versions of policies, case studies, webinars, workshops, and guidance materials aligned with strategic priorities
• Create best-practice resources that help members operationalize sustainability and compliance in real-world settings
• Support development of educational programming and materials that strengthen member readiness and confidence
• Identify recurring industry challenges and translate them into clear, scalable resources

Build Member-Facing Tools & Compliance Infrastructure (20–25%)

• Supporting development of compliance and risk prioritization tools in collaboration with industry experts
• Update and improve the Product Tracking Labels resource
• Enhance usability, navigation, and accessibility of compliance and sustainability content across the organization’s website
• Contributes to building systems that enable members to more easily navigate and apply complex requirements

Structure Member Resources & Onboarding Pathways (10–15%)

• Convert existing sustainability and product responsibility materials into structured, role-based onboarding pathways and playbooks
• Organize resources into clear “start here / next steps” journeys for members at different stages of maturity
• Identify gaps in current resources and help prioritize development of new materials

Support Member & Internal Compliance Inquiries (5–10%)

• Serve as a central point of coordination for sustainability, product responsibility, and compliance-related questions
• Ensure timely, consistent, and well-documented responses for members and internal teams
• Track inquiry trends to inform future resource development and identify emerging needs

Support Carbon Data & Internal Tracking (5–10%)

• Gather, organize, and maintain activity data required for carbon footprint measurement and reporting readiness
• Support development of internal tracking processes and data organization systems

What We’re Looking For

Experience (5–10 years preferred) in one or more of the following:

• Product compliance or regulatory affairs
• Sustainability in consumer goods or supply chains
• Industry association programs focused on responsibility or policy

Core capabilities

• Ability to interpret regulations and translate them into practical guidance
• Strong structured writing skills (white papers, policy documents, educational resources)
• Comfortably operating independently with minimal oversight
• Strong soft skills and a collaborative, member-focused approach
• Ability to manage multiple projects simultaneously with urgency and precision
• High attention to detail and strong follow-through

Helpful but not required

• Experience in promotional products, apparel, or consumer goods
• Exposure to EPR, product safety, or carbon accounting
• Experience working within an association or member-driven organization

, Inc. has consistently been at the forefront of innovation and customer experience for more than 50 years. As the gifting category evolves, discoverability, cultural relevance, and creator-driven influence have become critical drivers of brand growth and customer engagement across digital platforms.

We are seeking a commercially minded, culturally fluent marketing leader to build and lead our Creator & Cultural Growth engine across our portfolio of brands, including 1-800-Flowers, Harry & David, Cheryl’s Cookies, and Personalization Mall.

The Director, Creator & Cultural Growth will own the strategy and execution of our creator ecosystem, influencer partnerships, and organic social platforms, ensuring these channels drive measurable business impact while strengthening brand authority and discoverability.

This leader will define how creators, culture, and community contribute to growth — pairing compelling storytelling with disciplined measurement and a clear connection to revenue outcomes.

The role requires both strategic thinking and operational leadership: building a scalable creator strategy, growing high-performing organic channels, and developing a strong team that can translate campaign narratives into culturally relevant platform execution.

Key Responsibilities

Creator & Influencer Strategy

• Develop and lead the enterprise influencer and creator strategy aligned to campaign priorities and brand positioning.
• Build a structured creator ecosystem that includes cultural creators, and scalable UGC contributors.
• Identify and cultivate creator partnerships that expand reach, authority, and customer relevance across priority platforms.
• Ensure creators express the brand authentically while maintaining consistency with brand storytelling and campaign narratives.
• Establish clear frameworks for creator partnerships, contracts, governance, and rights management.

Organic Social Platform Growth

• Own and grow organic social presence across priority platforms including TikTok, Instagram, Pinterest.
• Define the role of each platform within the broader marketing ecosystem, ensuring each contributes to discoverability, engagement, and demand.
• Develop scalable publishing and content systems that enable consistent platform growth across multiple brands.
• Identify emerging cultural trends and platform shifts that create new opportunities for brand relevance.

Creator Commerce & Demand Generation

• Develop programs that connect creator influence to measurable demand generation and commerce outcomes.
• Support social commerce initiatives such as TikTok Shop and creator-driven merchandising opportunities.
• Partner with Merchandising and Brand Marketing to ensure creator programs support key product stories and revenue moments.
• Ensure creator and organic programs contribute meaningfully to customer acquisition, engagement, and repeat purchase behavior.

Measurement, Economics & Commercial Accountability

• Define and defend measurement frameworks for creator, influencer, and organic social programs.
• Establish KPIs tied to discoverability, engagement, creator contribution to revenue, and customer acquisition.
• Partner with Marketing Investment & Forecasting to evaluate ROI, incrementality, and long-term customer value.
• Translate creator and cultural activity into clear business outcomes and executive-level reporting.

Cross-Channel Alignment & Story Integration

• Ensure creator and organic programs align to the active campaign story and seasonal narrative.
• Collaborate closely with Brand Marketing Managers to translate campaign themes into culturally relevant platform expression.
• Partner with PR, Media, and Partnerships teams to ensure creator activity reinforces — rather than fragments — the brand message in market.

Team Leadership & Capability Building

• Recruit, develop, and lead a high-performing Creator & Cultural Growth team.
• Establish clear roles across influencer partnerships, organic social leadership, and UGC operations.
• Create repeatable processes, playbooks, and performance standards to scale the function effectively.
• Build a team culture grounded in experimentation, accountability, cultural awareness, and commercial impact.

Qualifications

• 8–12+ years of experience in influencer marketing, social media strategy, or creator ecosystem leadership within digital, retail, or eCommerce environments.
• Proven ability to develop and scale creator and influencer strategies that drive measurable business results.
• Strong commercial orientation with the ability to connect creator activity to revenue outcomes, customer acquisition, and lifetime value.
• Deep understanding of social platforms, creator economics, and cultural trends shaping consumer behavior.
• Experience building and managing high-performing teams.
• Ability to collaborate cross-functionally with Brand Marketing, Media, Creative, PR, etc.
• Entrepreneurial mindset with comfort operating in fast-moving, test-and-learn environments.
• Digital or eCommerce experience strongly preferred.

We're in an unbelievably exciting area of tech and are fundamentally reshaping the data storage industry. Here, you lead with innovative thinking, grow along with us, and join the smartest team in the industry.

This type of workwork that changes the worldis what the tech industry was founded on. So, if you're ready to seize the endless opportunities and leave your mark, come join us.

You will be the driving force behind high-impact, cross-functional transformation programs within our Integrated Operations Program Management Office (PMO). This IC4 role is crucial for bridging the gap between strategic business vision (across Global Sales, Marketing, Channel, etc.) and technical execution (IT) to deliver measurable, company-wide outcomes. You will own the full project lifecycle, ensuring strict governance and alignment with key performance indicators, while reporting progress and risk directly to senior and C-level leadership.

• Govern and Execute Transformation Programs: Own the end-to-end lifecycle for 2 or more complex, interrelated projects simultaneously, ensuring clear objectives, scope, and timely delivery that results in measurable business outcomes for the organization.
• Enforce Predictable Program Delivery: Establish, enforce, and maintain project management governance, processes, plans, and templates used across all collaborating functions (Sales, Marketing, IT) to ensure predictable, scalable, and high-quality program execution.
• Translate Strategy into Action: Partner directly with business leaders to define success metrics (KPIs/Objectives) and then analyze and shepherd business requirement documents through the IT solutioning and implementation process, effectively translating technical steps into clear business impact.
• Lead Change and Mitigate Risk: Proactively identify, manage, and solve for critical project factors including scope creep, complex dependencies, and organizational change management (OCM), implementing timely interventions to ensure core program goals are achieved and successfully adopted.

• Expert Program Leadership: Demonstrated mastery in leading and governing large-scale, high-complexity, cross-functional transformation programs, with significant experience in supporting or transforming a Global Sales/Go-to-Market organization.
• Strategic & Tactical PM Skills: Deep proficiency in both Waterfall and Agile program and project management methodologies, coupled with advanced skill in using project management tools to synthesize complex program data into clear, consumable executive-level communications and presentations (Google Slides).
• Business-to-IT Translation: Exceptional analytical and communication skills to clearly articulate technical concepts to business leaders and translate strategic business outcomes into actionable technical requirements, effectively acting as the bridge between functional teams and IT.
• Influence Without Authority: Proven ability to drive decisions, resolve conflicts, and influence complex cross-functional teams and senior stakeholders to align on priorities and outcomes without the need for direct reporting authority.
• We are primarily an in-office environment and therefore, you will be expected to work from the Santa Clara, CA office in compliance with Everpure's policies, unless you are on PTO, or work travel, or other approved leave.

The annual base salary range is: $149,000 - $224,000 USD

• Innovation: We celebrate those who think critically, like a challenge, and aspire to be trailblazers.
• Growth: We give you the space and support to grow along with us and to contribute to something meaningful. We have been named Fortune's Best Workplaces in Technology, Fortune's Best Workplaces in the Bay Area, and certified as a Great Place to Work!
• Team: We build each other up and set aside ego for the greater good.

And because we understand the value of bringing your full and best self to work, we offer a variety of perks to manage a healthy balance, including flexible time off, wellness resources, and company-sponsored team events.

Accommodations and Accessibility: Candidates with disabilities may request accommodations for all aspects of our hiring process. For more on this, contact us at if you're invited to an interview.

Our Commitment to a Strong and Inclusive Team: We're forging a future where everyone finds their rightful place and where every voice matters. Where uniqueness isn't just accepted but embraced. That's why we are committed to fostering the growth and development of every person, cultivating a sense of community through our Employee Resource Groups and advocating for inclusive leadership.

Everpure is proud to be an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other characteristic legally protected by the laws of the jurisdiction in which you are being considered for hire.

Join us and bring your best. Bring your bold. Pure and simple.

Hybrid: Applicants must be a California resident as of their first day of employment.

PRINCIPAL RESPONSIBILITIES:

Member Services Representatives (MSR) are the first point of contact for our members' primary contact with the Alliance for both routine and complex member issues with the goal of delivering excellent customer service to our customers. The position is responsible for answering a high volume of inbound and outbound calls in a timely manner. Respond to all communications coming into Member Services in the form of email, fax, letters, chat and phone calls. Timely responses to all member communication are essential. Must effectively prioritize and flex the workload as new communication and tasks are submitted. Identify the caller's needs, clarify information, research issues, and provide solutions and/or alternatives whenever possible. Accurately and consistently document all conversations in the electronic database. This position is a liaison between the plan, the provider network, and other community agencies. The MSR positions are flexibly staffed classification and work is expected to be performed minimally at the MRS II level. However, the initial selection will be made at the entry level MSR I. Our more advanced level position of the series is the MSR III who will be required to perform a variety of complex matters.

Member Services Representatives are under the direction of a Member Services Supervisor, Manager and Director, and service our members through our call center as well assisting other departments with responses to member issues by initiating communication between departments to ensure action, cooperation, and compliance of managed care operations.

Member Services Representative I

This position which requires the ability to work as a team player within the Alliance and with external contacts, make sound judgments based on analysis of information, be an effective communicator, active listener and balance advocacy for the member with the policy provisions such as plan policies, EOC, regulatory guidelines, and DMHC/DHCS rules and regulations. The MSR provides courteous, professional, and accurate responses to incoming inquiries regarding network, plan benefits, eligibility, authorizations, plan services and guidelines, as well make decisions with the goal of ensuring member satisfaction and retention. The MSR performs a variety of complex functions and is also responsible for maintaining accurate and complete inquiry/grievance records in the electronic database. Maintains compliance with DMHC regulatory requirements and DHCS contractual obligations. MSR I staff who demonstrate proficiency in meeting, maintaining and exceeding principal performance objectives and metrics may be eligible to be promoted to a Member Services II or III role. Member Services Representative I staff may be eligible for promotion to Member Services Representative II or III positions once they have worked as a MSR I for a minimum of 12 months to be proficient with program and system knowledge in addition to meeting performance matrix requirements.

Principle duties and responsibilities

* Serve as the primary contact for members, providers and others for questions related to claims, benefits, authorizations, pharmacy, member eligibility and other questions related to Alameda Alliance and provide accurate, satisfactory answers to their inquiries or concerns.

* Respond to and resolve member service inquiries and issues by identifying the topic and type of assistance the caller needs such as benefits, eligibility, claims, behavioral health, and care coordination.

* Answer incoming calls, emails, chats, and other requests for assistance in a timely manner in accordance with departmental performance targets and provide excellent customer service while doing so. May include assisting members in person.

* Recognize and understand the difference between calls that require quick resolutions and calls which will require follow-up and handle each appropriately.

* De-escalate situations involving dissatisfied customers, offering patient assistance and support.

* Accurately document all contacts per department standards/guidelines in the Customer Relationship Management (CRM) system.

* Accurately and consistently document (electronic database) and resolve Exempt Grievances (any expression of dissatisfaction that are not coverage disputes, disputed health care services involving medical necessity, or experimental or investigational treatment and that are resolved by the next business day following receipt).

* Interface with Grievance and Appeals, Claims, Enrollment, IT, Network Management, Pharmacy, Authorizations, and other internal departments to provide Service Excellence to our members.

* Help guide and educate members about the fundamentals and benefits of managed health care topics, to include managing their health and well-being by selecting the best benefit plan service options, maximizing the value of their health plan benefits, and choosing a quality care provider.

* Intercede with care providers (doctor's offices) on behalf of the member, assisting with appointment scheduling; connect members with internal Case Management Department for assistance as needed.

* Assist members in navigating , the Member Portal, and other health care partner online resources and websites to encourage/reassure them to use self- service tools that are available.

* Manage any issues through to resolution on behalf of the member, either on a single call or through comprehensive and timely follow-up.

* Research complex issues across multiple databases and work with support resources to resolve member issues and/or partner with others to resolve escalated issues.

* Provide education and status on previously submitted pre-authorizations or pre- determination requests for both medical and pharmaceutical benefits.

* Meet the performance goals established for the position in the areas of compliance, efficiency, call quality, member satisfaction, first call resolution, punctuality, and attendance.

* Always maintain a professional level of service to members.

* Always maintain confidentiality of information.

* Consistently support the Alliance's approach to Service Excellence by adhering to established department and company standards for all work-related functions.

* Interact positively with all Alliance Departments.

* Accurately and consistently document (electronic database) and resolve Exempt Grievances (any expression of dissatisfaction that are not coverage disputes, disputed health care services involving medical necessity, or experimental or investigational treatment and that are resolved by the next business day following receipt).

* Process MS Dept projects

* Serve as a back-up to manage the escalated calls.

* Perform other duties as assigned.

ESSENTIAL FUNCTIONS OF THE JOB

* Contacts: Receive, manage, and document telephone calls, emails, and other sources of contacts from members, potential members, and providers, and explain health plan benefits and plan rules. Describe the types of services the Alliance offers to the Member within the managed care system. Provide clarification about issues regarding patient and physician rights and how the plan operates.

* Conflict resolution: Resolve member problems/conflicts by convening with other departmental staff as needed.

* Member communications: Create and/or mail appropriate member materials and communications as needed.

* Computer: Perform ongoing data entry which assists in the maintenance of the Member Services department database to ensure data integrity.

* Comply with the organization's Code of Conduct, all regulatory and contractual requirements, organizational policies, procedures, and internal controls.

PHYSICAL REQUIREMENTS

* Constant and close visual work at desk or computer.

* Constant sitting and working at desk.

* Constant data entry using keyboard and/or mouse.

* Constant use of multi-monitor setup

* Frequent use of telephone and headset.

* Frequent verbal and written communication with staff and other business associates by telephone, correspondence, or in person.

* Frequent lifting of folders, files, binders, and other objects weighing between 0 and 30 lbs.

* Frequent walking and Standing

Number of Employees Supervised: 0

MINIMUM QUALIFICATIONS:

* Bachelor's degree or equivalent experience preferred.

* High school diploma, GED required.

* The ability to speak and understand-bilingual: Spanish/English, Cantonese/English, Vietnamese/English, Tagalog/English are required as designated.

* A bilingual proficiency exam will be administered to ensure the candidate possesses the appropriate skill level to meet requirements. The successful candidate must score 90% or higher.

MINIMUM YEARS OF ADDITIONAL RELATED EXPERIENCE:

* Minimum one year of direct customer service experience. Call center experience and managed care experience a plus

* Experience determining eligibility for financial assistance, insurance benefits, unemployment and/or other social services programs.

* Demonstrated knowledge expert of AAH Member Services policies and procedures

* Consistent record of meeting, maintaining, or exceeding monthly Departmental performance metrics.

* Consistent track record of documenting Service Requests accurately and clearly and monitoring open Service Requests to ensure responses and closure.

* Consistent record of high quality of work as demonstrated through call and documentation auditing, appropriate Call Disposition coding, as well as an overall acceptable monthly Member Satisfaction Survey result as assessed by Member Services Quality Specialist, MS Trainer and Member Services Supervisor.

* Demonstrated proficiency in current Customer Relationship Management (CRM) tool, phone system software Quality Management Solution, Pharmacy Benefits Management applications (PBM), Interpreter vendor scheduling software, delegate portal solutions and the Alliance's Member portal.

* Demonstrated ability to effectively handle the department's key special projects: Member Portal Request Processing, Kaiser PTE Requests, PCP retroactive and same month requests.

* Demonstrated ability to help members face-to-face in the field and/or at the Alliance offices (walk-ins). Also highly skilled at handling issues related to member bills, transportation set-up and benefit coordination with providers and pharmacy needs.

SPECIAL QUALIFICATIONS (SKILLS, ABILITIES, LICENSE):

* Ability to prioritize and adapt to changing situations in a calm and professional manner.

* Ability to maintain composure in stressful situations.

* Excellent problem-solving skills

* Ability to exhibit cooperation, flexibility, and provide assistance when talking to members, providers, and staff.

* Skill in basic data entry

* Ability to type 40 net words per minute: multi-task

* Manual dexterity to operate telephone, computer keyboard equipment.

* Speak English proficiently, clearly, and audibly.

* Memorize and retain information quickly; meet physical requirements

* Spell correctly

* Learn the policies, regulations, and rules applicable to business operations.

* Follow instructions, reason clearly, analyze solutions accurately, act quickly and effectively in emergency situations; operate office equipment including computers and supporting word processing, spreadsheet, and database applications.

* Excellent phone etiquette and ability to communicate clearly and concisely, both orally and in writing.

* Excellent interpersonal skills with the ability to interact with diverse individuals and flexibility to customize approach to meet all types of member communication styles and personalities.

* Strong verbal and written communication skills.

* Demonstrated ability to quickly build rapport and respond to members in a compassionate manner by identifying and exceeding member expectations (responding in respectful, timely manner, consistently meeting commitments).

* Demonstrated ability to listen skillfully, collect relevant information, determine immediate requests, and identify the current and future needs of the member.

* Must be self-motivated and able to work with minimal supervision

* Must be team-oriented and focused on achieving organizational goals.

* Proficient problem-solving approach to quickly assess current state and formulate recommendations.

* Proficient in translating healthcare-related jargon and complex processes into simple, step-by-step instructions which members can understand and act upon.

* Proficient conflict management skills to include ability to resolve issues during stressful situations and demonstrating personal resilience.

* Ability to work regularly scheduled shifts within the Alliance's hours of operation including the training period, with scheduled lunches and breaks, flexibility to adjust daily schedules; and to work over-time and/or weekends as needed.

* Medical terminology knowledge preferred

* Ability to work within a broad systems perspective

* Experience in use of various computer systems software as well as Microsoft Windows, and Microsoft Suite, especially Outlook, Word, Excel.

* Must have reliable and stable internet connection for remote work (50-100 Mbps download speeds).

Employees who interact with members of the public may be required to be tested for Tuberculosis and fully vaccinated against COVID-19 and influenza. Successful candidates for those positions/ classifications may be required to submit proof of vaccination against influenza and/or COVID-19, a negative Tuberculosis test, or request an exemption for qualifying medical or religious reasons during the onboarding process. Candidates should not present proof of vaccination until instructed to do so by the Human Resources department.

SALARY RANGE $22.88-$34.33 HOURLY

The Alliance is an equal opportunity employer and makes all employment decisions on the basis of merit and business necessity. We strive to have the best-qualified person in every job. The Alliance prohibits unlawful discrimination against any employee or applicant for employment based on race, color, religious creed, sex, gender, transgender status, age, sexual orientation, national origin, ethnicity, citizenship, ancestry, religion, marital status, familial status, status as a victim of domestic violence, assault or stalking, military service/veteran status, physical or mental disability, genetic information, medical condition, employees requesting accommodation of a disability or religious belief, political affiliation or activities, or any other status protected by federal, state, or local laws.

Pay: $120,000.00 - $130,000.00 per year

Why This Is a Great Opportunity

• Make a real difference for families by helping them protect what matters most through thoughtful wills, trusts, and complete estate plans
• Join a fast-growing, high-performance team with strong systems, clear expectations, and pride in delivering excellent work
• Clear runway for growth: strong mentorship, increasing ownership of matters, and a path toward leadership as you gain independence
• Work-life balance that's actually respected: no nights, no weekends, and paid time off that lets you truly recharge
• Competitive compensation plus performance-based bonus opportunity tied to results and revenue

Location: West Covina, CA (100% on-site, Monday–Friday, 8:30 AM–5:00 PM)

Note: Must have an active California Bar license and 2+ years of estate planning attorney experience, including drafting estate plans and meeting with clients to design/review their plans.

About Us

We're a mission- and values-driven estate planning practice built around world-class systems, exceptional client care, and a team culture rooted in integrity, humility, and service. Our work is meaningful, our standards are high, and our environment is structured, supportive, and growth-oriented. Confidential Employer.

Job Description

• Draft, review, and revise estate planning documents (wills, trusts, powers of attorney, advance health care directives, related funding and supporting docs)
• Update drafts based on client feedback and ensure precision, consistency, and high-quality work product
• Communicate with clients and team members clearly and professionally (email, phone, and in-person)
• Learn and execute established SOPs and workflows to deliver a smooth, reliable client experience
• After training, conduct design and review meetings and guide clients through decisions with clarity and empathy
• Manage a caseload end-to-end within 3 months, keeping matters moving efficiently and proactively
• Support trust administration and probate matters as needed (depending on experience and firm needs)

Qualifications

• Active California Bar license in good standing
• 2+ years of estate planning attorney experience (must include drafting estate plans and meeting with clients to review/design plans)
• Strong drafting skills and sharp attention to detail (you catch issues before they become problems)
• Comfortable working in a structured, systems-based environment with clear expectations and accountability
• Client-friendly communication style: you can explain concepts simply without confusing legal jargon
• Able to manage a steady pace and multiple matters while staying calm and organized
• WealthCounsel experience is a plus
• Trust administration and probate experience is preferred
• Mandarin and/or Cantonese fluency is a plus (not required)

Why You Will Love Working Here

You'll be part of a team that cares deeply about doing things the right way—excellent work product, a consistent client experience, and a culture that supports growth. We invest in training, provide strong systems, and reward performance. If you're disciplined, humble, and eager to build real expertise in estate planning with a team that values balance and purpose, you'll feel at home here.

JPC-708

Job Type: Full-time

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance