Client App Management Login Brac Jobs in Usa

Locations: San Jose, CA

Duration: 6 months. Salary Range: $70 - $72/Hour on W2 (All inclusive) 100% ONSITE ROLE

We are seeking a highly experienced Contracts Specialist with a strong background in contract evaluation, pricing strategies, negotiation...

VP Gas Applications plans, directs, manages, and implements the gas applications strategies to grow application equipment and bulk and packaged industrial and specialty gases and chemicals sales to achieve Matheson's revenue, profitability, and quality objectives.

ESSENTIAL FUNCTIONS

• Lead a team of application specialists, engineers, manufacturing, and service personnel with direct responsibility for supporting application needs of bulk, packaged, and spec gas BUs and Matheson's customers
• Direct technical and commercial aspects of gas application development, application equipment and services technical sales, and application design and engineering, equipment manufacturing, and related services
• Direct application equipment manufacturing operations, including budget requirements, finished equipment and parts inventory, and cost controls. Consolidate product lines and computerize spare parts inventory to improve quoting process for equipment and parts, standardize on parts, reduce parts inventory, and consolidate materials suppliers to improve bargaining power and reduce cost.
• Improve safety, productivity, and profitability of manufacturing operation by promoting safe work practices and growing in-house equipment engineering and manufacturing capabilities to reduce outsourcing and expand range of available equipment. Reduce overtime of manufacturing and service personnel by improving production and field work planning.
• Coordinate with sales and marketing teams to promote Matheson's application capabilities within Matheson and with customers, including developing website content, customer presentations, sales brochures, and application training packages
• Direct and perform application equipment and associated services product management, collaborate with business teams to ensure competitive and profitable equipment and services pricing, prepare technical and commercial equipment sale and lease proposals
• Stay informed about trends and innovations in industrial gases industry and industries we serve, define and lead innovation and new application and product development, actively participate in and support NSHD R&D and new application and technology development effort.
• Recruit, coach, mentor, train, manage, and evaluate staff performance

Job Title: Senior Enterprise Applications Engineer

Location: Secaucus, NJ (Hybrid)

Salary: $160K – $185K + Bonus

High End Fashion Apparel company seeks Senior Enterprise Applications Engineer to join their Team!

Responsibilities

• Serve as senior technical owner for the Salesforce Commerce Cloud conversion to Shopify Plus replatform from an enterprise integration perspective.
• Design, build, and debug Shopify Plus integrations across ERP, OMS, POS, financial systems, and downstream analytics platforms.
• Own production stability during cutover and post-launch, acting as Tier-3 escalation for cross-system incidents.
• Share responsibility with the development and integrations team for existing enterprise integrations beyond Shopify.
• Build and maintain APIs, middleware, automation, and backfills supporting enterprise workflows.
• Partner closely with the Enterprise Applications Support team to ensure clean escalation paths and durable fixes.
• Work closely with BI & Analytics to validate data flows, reconcile system-of-record discrepancies, and remediate upstream integration issues.
• Use SQL-based analysis to ensure operational and financial data accuracy across systems.
• Serve as the senior escalation point for complex integration and platform issues.
• Cross-train development, integration, and support teams on Shopify Plus integrations and enterprise patterns.
• Establish documentation, standards, and repeatable support models to reduce single-point-of-failure risk.

Qualifications

• Demonstrated, hands-on experience with Shopify Plus, including production integrations with ERP, OMS, POS, or financial systems.
• Senior-level experience building and supporting enterprise integrations using APIs and event-driven architectures.
• Strong SQL skills for data validation, reconciliation, and debugging across systems of record.
• Strong experience with Python for integrations, automation, backfills, and data processing.
• Experience acting as an escalation point for production incidents involving multiple systems.
• Experience with .NET in ERP environments (e.g., BlueCherry or similar).
• Retail, ecommerce, or omnichannel business experience.
• Experience working alongside external agencies during platform implementations.
• Experience working with dbt and modern ELT/data transformation tools (e.g., dbt Cloud, Fivetran, Airflow or similar), including supporting and troubleshooting downstream analytics and data models.

ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on the broad spectrum of Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management. We help forward thinking clients solve problems and improve operations. Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes.

ProSidian Seeks a Project Manager - Digital Training Facility Management (DTFM) (DTFM001) to support an engagement for a training directorate of the USG that supports training and readiness of active and reserve military and personnel through planning, facilitating, managing, recording and assessing training OBO The Training Management Directorate (TMD). This DoD/Military Sector Role is a Program Manager Labor Category Position located at or near Charlotte, NC - HQ/CONUS/OCONUS | AC/RC: All | ACOM: All.

This service supports DoD/Military Sector Clients (For Present / Future Requirements) and ProSidian Team Members work as part of a Key Personnel Cadre (Labor Category: Program Manager) to fulfill FFP - Firm Fixed Price (FFP) requirements and to shall serve as Program/Project Manager with responsibility for management, oversight, recruitment, support, operations and stakeholder engagement of CONUS/OCONUS Digital Training Facilities (DTF's). This position is responsible for providing and engaging in consistent communication to the Enterprise Management System (EMS) staff, for continuity of operations supporting all stakeholders using the Army Training Information System (ATIS) Digital Training Facilities (DTF's) and at each of the 78 CONUS/OCONUS DTF sites. A Digital Training Facility (DTF) is a computer lab located on Army installations and Reserve sites worldwide The DTFM provides management and oversight at/for the assigned DTF.

Units use DTFs to conduct training that improves individual and unit readiness. Using high-speed internet access, computer based training and Video Tele-Training (VTT) equipment, soldiers and civilians can train when it fits their professional needs and personal schedules. As a training asset, DTFs are ideal for section, squad, or platoon size elements. The Program/Project Manager shall also take the lead in managing and providing oversight of Engagement teams Members and Government Furnished Equipment (GFE) while maintaining and managing a portfolio of hands on equipment, operation, and on-site operations performed by the Digital Training Facility Managers (DTFM's).

This role serves as multipoint interface between client stakeholders, client management, and ProSidian HQ Management as a Key Personnel on The ProSidian Engagement Team. Program/Project Manager must oversee DTFMs, as they follow EMS direction to replace monitors, desktop computers, and servers as well as verify operation of hardware and software in the DTFs for their respective location assigned.

As a condition of employment, the ProSidian Engagement Team Members are required to maintain Govt. | Client Data in the strictest confidence and agrees not to publish, reproduce, or otherwise divulge Govt. | Client Data in whole or in part, in any manner or form, nor to authorize or permit others to do so, taking such reasonable measures as are necessary to limit access to Govt. | Client Data to those contractor employees needing such information to perform the work required under this contract.

Professional Attire is a Mandate as the client receives many visitors who conduct business with the Corporation. Consequently, the professional appearance of those who work in client facilities is essential to maintaining confidence in the client and the pension insurance system. The ProSidian Engagement Team shall ensure that its personnel who work in client facilities present a neat, professional appearance appropriate to an office working environment and exercise sound judgment in their choice of Attire.

Shall serve as Key Personnel in the management of Digital Training Facilities (DTF's), as well as engaging in consistent communication to the Enterprise Management System (EMS) staff, for the purpose of using the Army Training Information System (ATIS) at each of the 78 DTF sites, required for this role.

Shall also take a leading role in managing the process of hands on equipment, operation, and on-site operations are performed by the Digital Training Facility Managers (DTFM's). Must oversee DTFMs, as they follow EMS direction to replace monitors, desktop computers, and servers as well as verify operation of hardware and software in the DTFs for their respective location assigned.

We aspire to build and enhance an exceptional and diverse team of high-achievers who always put mission and the spirit of service first. This position aligns with functional/technical service requirements and client engagements in the DoD/Military Client Industry Sector - Defense and Military: Services And Solutions That Enable Defense And Military Agencies To Enhance Capabilities, Drive Transformation, Operate Sustainably, And Maintain Mission-Readiness. Project Manager - Digital Training Facility Management (DTFM) (DTFM001) Candidates shall work to support requirements for Digital Training Facility Management (DTFM) Functional Area Services and shall

As a Project Manager within our Engagement Team, you are responsible for planning and overseeing projects to ensure they are completed in a timely fashion and within budget. Project Managers plan and designate project resources, prepare budgets, monitor progress, and keep stakeholders informed the entire way. Other duties and responsibilities consist of the following:

• Determine and define project scope and objectives
• Predict resources needed to reach objectives and manage resources in an effective and efficient manner
• Prepare budget based on scope of work and resource requirements
• Track project costs in order to meet budget
• Develop and manage a detailed project schedule and work plan
• Provide project updates on a consistent basis to various stakeholders about strategy, adjustments, and progress
• Manage contracts with vendors and suppliers by assigning tasks and communicating expected deliverables
• Utilize industry best practices, techniques, and standards throughout entire project execution
• Monitor progress and make adjustments as needed
• Measure project performance to identify areas for improvement

The Project Manager must have relevant experience at a comparable level of responsibility in projects of similar size, scope, and complexity, under the standard of Certified Project Managers. The following are required skills for this position:

• Proficiency in MS Word, Excel, Outlook, Power Point
• The ability to manage multiple geographic locations (both CONUS and OCONUS)
• Experience with the U.S. military is desired

The Project Manager must have the following for qualification:

• Project Management Professional (PMP) certification
• Possession of a MA/MS (preferrably computer science, information systems, information technology, computer engineering or related)
• 10+ years PM experience
• Demonstration/Work Samples showing their ability to write clearly, succinctly, and in a manner that appeals to a wide audience

Further competencies required:

• U.S. Citizenship Required - You must be a United States Citizen with a valid US Passport for likely travel
• Excellent oral and written communication skills
• Proficient with Microsoft Office Products (Microsoft Word, Excel, PowerPoint, Publisher, & Adobe)
• All ProSidian staff must be determined eligible for a \"Facility Access Authorization\" (also referred to as an \"Employment Authorization\") by the USG's designated Security Office.

*May be required to complete a Financial Disclosure Statement

Given the nature of this requirement, all personnel is expected to hold a Secret Security Clearance National Agency Check with Inquires (NACI). ProSidian Consulting shall establish processes to implement the ATIS-PdM-0000596, PdM ATIS Personnel Security, and other Standard Operating Procedures. Partial FTE shall be hired full-time to maintain active on-demand support to provide full-time readily available support for the DTMS facility. Alcon shall maintain operational readiness and support provided for direct client requirements combined with backfill/cross-train capabilities and tasks for headquarters support when not serving direct client requirements.

• Additional knowledge, Skills, and Abilities (KSA's)
• Knowledge: Advanced reading and writing ability

Skills:

• Familiarity with emerging technologies
• Strong computer hardware

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  Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.
  
  
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  Provide coaching, mentoring, and development opportunities to team members.
  
  
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  Assign and monitor daily tasks, ensuring alignment with department goals and service standards.
  
  
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  Lead regular team meetings to communicate updates, share best practices, and address challenges.
  
  

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  Ensure seamless client onboarding and ongoing service delivery across the advisory business.
  
  
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  Monitor and enhance the client experience by identifying service gaps and implementing improvements.
  
  
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  Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly.
  
  
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  Promote a client-first mindset throughout the team.
  
  

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  Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
  
  
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  Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.
  
  
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  Monitor and track client service activities to ensure timely and accurate completion.
  
  
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  Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.
  
  

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  Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance.
  
  
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  Identify opportunities for process improvement and implement changes to enhance operational efficiency.
  
  
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  Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies.
  
  

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  Develop and deliver training programs for new and existing client service associates.
  
  
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  Ensure team members are proficient in systems such as Schwab and Salesforce.
  
  
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  Facilitate cross-training to build team flexibility and coverage.
  
  
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  Maintain and update training materials and reference resources.
  
  

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  Lead or support department-level projects related to client service enhancements and operational improvements.
  
  
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  Track and report on key service metrics.
  
  
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  Provide regular updates to leadership on team performance, challenges, and successes.
  
  
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  Ensure compliance with internal procedures and regulatory standards.
  
  

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• Bachelor's degree in finance, business administration, or a related field.
  
  
• Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred.
  
  
• Active (or willing to sit for) Series 7, 63, and 65 or Series 7 and 66.
  
  

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• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PTO & 11 1/2 Paid Holidays
  
  

Giesecke+Devrient is a growing, German international security technology company operating in the fields of digital security, financial platforms, and currency technology. G+D ePayments manages and secures billions of digital identities throughout their entire life cycle. Our products and solutions are used by commercial banks, mobile network operators, car and mobile device manufacturers, business enterprises, transit authorities and health insurances and their client’s every day to secure payment, communication and device-to-device interaction. G+D ePayments is a technology leader in its markets and holds a strong competitive position.

JOB SUMMARY

The Client Success Manager II (CSM II) is responsible for providing the highest level of quality service, and ensuring for excellent internal and external communication to support our Client’s day to day requirements and specifications. The CSM II seeks to understand the client needs and suggests the appropriate solutions, products, and services to best meet those needs in collaboration with Sales. The CSM II is responsible for successful execution of client projects and serves as the direct daily liaison between the client and internal stakeholders.

The CSM II responsibilities also include processing orders; inventory management; coordinating with Other CSMs, production, scheduling and logistics teams; and invoicing. This position requires direct interface with internal stakeholders in a variety of departments, collaborating to ensure for a timely, accurate, and excellent client delivery experience. A high level of responsiveness, attention to detail, and service is required for all duties.

Duties and Responsibilities:

• Act as the lead point of daily contact for any and all matters specific to assigned client accounts.
• Serve as a subject matter expert as it relates to a key client segment in G+D’s Client portfolio and assist in shaping the client experience for this segment
• Act as a liaison between assigned Clients and G+D team to provide first level Client support, coordinating both internally and externally as required
• Anticipate Client needs based on market changes and payment association guidelines and plan to harmonize changes across impacted clients proactively and accordingly
• Manage communication with the Client and track work in progress (WIP) items on a G+D Client dashboard; lead standing client calls to review and update all WIP items
• Aggregate, monitor, analyze, and report performance metric results
• Support new Client onboarding activities, in collaboration with Sales and other stakeholders
• Facilitate and lead card and project design, technical, and implementation meetings, collaborating with SMEs, as required
• Coordinate and attend client Business Reviews, as required, presenting details that illustrate account health and activity
• Review forecasted volumes with actual orders and manage updates with Clients, Sales, Demand Analysts, and Operations
• Use the ERP system and other G+D tools to independently execute tasks and support communication and information gathering
• Work with G+D Systems (such as JIRA and SAP) to advise on Change Requests as they relate to Client requests or G+D-driven changes affecting the Client; ensure for accuracy and completeness and consult where necessary
• Establish IT development/project workback schedules through direct communication with the Production IT, Operations and Billing teams
• Coordinate Client on-site visits for press validations, audits, and/or tours ensuring all relevant departments are aware and can support the Client expectations
• Manage the processing of Client sales orders to include order confirmation and compliance verification for feasibility, product/material availability, schedules, and other relevant areas
• Establish production and delivery schedules through direct communication with the Planning and Scheduling group, or other G+D manufacturing facilities as needed
• Support issuance requirements for client portfolios and assist clients to manage forecast and inventory to ensure no interruption to issuance
• Support clients with inventory management by providing weekly or monthly inventory reports/order status reports, as required
• Assist with submission and acceptance of orders to and from the LB (Load Balancing) program to track orders with other G+D production sites, including any claim handling
• Support Finance Department for preparation of month end invoicing and in validating correct pricing
• Manage the end-to-end process of collateral procurement on behalf of clients (from PO Requisition, to proofing, to invoicing)
• Verify pricing on Client PO’s vs. quotations and/or Clients contracts
• Coordinate with internal Shipping department to ensure for accurate and on-time delivery
• Serve as first line of Client support for incident reporting and incident management, following up and supporting, as required, to see the issue through prompt resolution
• Work closely with the Quality team to assist with Client incident investigations, collaborate on root cause and corrective actions
• Identifies upsell and cross-selling of G+D products and services and refers opportunities to Sales.
• Demonstrated advanced and independent working knowledge and understanding of all end-to-end processes across varying client types
• Demonstrated advanced and independent working knowledge of both card body manufacturing and service bureau/fulfillment (as demonstrated by action and/or via certification)
• Demonstrated ability to serve as a thought leader, influencer and successful people manager as it relates to driving best practices and action on behalf of clients
• Demonstrated successful relationship management and ownership of complex, top-tier clients

Qualifications:

• Bachelor’s degree, preferred
• 5 years of experience in a similar or related, client-facing role
• Excellent organization, planning, and multitasking skills, with high attention to detail
• Efficient communication skills and excellent command of English, both written and verbal
• A self-motivated team player with ability to interact in a collaborative manner
• An ability to be unfailingly civil and respectful to both internal and external Clients
• A self-starter with excellent problem-solving skills and a continuous improvement mindset
• Proficient and independent user of Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
• General understanding of ERP system functionality with respect to order processing, inventory management, status monitoring and receiving
• Flexible to work outside of standard business hours, when needed, as well as willing and able to travel (up to 10%)
• Experience with SAP, strongly preferred
• Card and/or payment industry experience, strongly preferred
• Printing experience, strongly preferred
• Other duties as assigned

BENEFITS INCLUDE

Medical (PPO and HDHP with HSA), dental, Vision, PTO, paid holidays, 401k with employer match, short/long term disability, life insurance, healthcare and dependent care flexible spending, EAP, commuter benefits, education assistance and more.

Position –Client Service Director

R Systems is a global firm with offices in 16 countries. We are expanding our Public Sector Practice in Sacramento, CA and we are seeking a dynamic, growth-oriented, and results-driven Leader. You will lead project delivery for about 75-80% of the time and lead pre-sales the rest of the time. Project Delivery will comprise of the project-based role of a Project Manager, Delivery Director, Engagement Director, Program Director, or Senior Architect. You will be managing the project delivery team, safeguard R Systems interests and maintain/build client relationships. You will also be entrusted with engagement economics to keep our projects profitable. Your client delivery will require regular interaction with current clients to ensure contract completion and associated and change requests, engagement management on deliverable-based contracts, resource coaching on staff-augmentation contracts, and other client needs.

As for pre-sales part, you will be core member of our Public Sector Leadership Team. You will be charged with leading medium to large solicitations with difficult qualifications prescribed by our State Government clients. You will be responsible for drawing upon company-wide resources, tools, and extended leadership to deliver proposal responses on time. Your creativity, technical depth and writing skills will be required to develop solutions/ technical approach to deliver Statement of Work (SOW) from RFPs and RFOs. Your interpersonal skills allow you to develop lasting relationships with both proposed candidates, client managers and partnering firms. You will also engage in pre-RFP work by reviewing government budgets, strategic plans, upcoming procurements, and market research conducted by agencies and departments.

Minimum qualifications:

• Bachelor's degree in IT, Computer Science or MIS
• PMP Certificate from PMI is mandatory.
• 15 years overall experience in Information Technology consulting. Must have begun career in development roles and transitioned to managerial roles.
• 12 years of experience in Pre-sales, and leading solicitations in technical and management consulting areas exclusively in the State of California in public sector practice of an established firm.
• 10 years of IT Project Delivery experience in variety of roles including hands-on development, project management and engagement management
• 3 Years of Healthcare exp is required
• 8 years of Experience in technical writing for proposal responses including technical solutions, approach, cover page, executive summary and skills summaries of resources.
• Formal training on Shipley (or similar) Methodology, certification such as CTPM from Association of Proposal Management Professionals (APMP), or equivalent experience of 6 years of proposal management focused on technical writing.
• Experience building and developing relationships with vendors and clients in a highly competitive business environment.
• Experience advising client leaders on technology, implementations, and management of the full lifecycle of large-scale implementations.
• Experience, knowledge, and extensive network of candidates, vendors, state executives, etc. in local Sacramento market within State government departments.
• Technically savvy with expertise in at least 3 of the following areas with. – Cloud Migration, SaaS Implementations, Salesforce, Systems Integration with COTS, Custom and ERP, Data Warehousing and Analytics, .NET and Java Development, Mobile, Data Center Operations, Architecture and Infrastructure, etc

Preferred qualifications:

• Adept in technical writing in variety of forms including white papers, diagrams, flow-charts, presentations, charts, dashboards, etc
• Excellent skills with Microsoft Word, PowerPoint, Excel, Adobe, and other office productivity tools
• Experience building partnerships and effectively influencing clients, internal leaders and executive stakeholders through data analysis and qualitative insights.
• Experience in project management or other leadership roles, while working collaboratively/proactively in a diverse team environment.
• Experience solving complex problems, designing creative strategies, and delivering significant impact in a leadership role.
• Ability to collaborate effectively within the team and across groups and influence/partner across a wide variety of levels, functions, and geographies.
• Excellent analytical, problem-solving, written, and verbal communication skills with excellent business judgment and attention to detail.
• Interest in continuous improvement of Proposal Management processes and Pre-sales team’s development of tools, databases, and referrals.

Responsibilities

• Manage current clients and billable resources for ensuring smooth delivery of all projects. Guarantee client satisfaction with regular check-ins
• Lead the Capture/Pre-RFP activity of strategic and tactical leads/opportunities and provide partnerships to internal R Systems leadership team.
• Lead complex, large, high-speed and most-cost effective RFP responses as a Proposal Manager including proposal planning, story boarding, sourcing, developing approach, conducting pink/red team reviews and production.
• Manage an offshore team of pre-sales and develop an inclusive, high-performance team and culture of winning that will double RFP selection/win rate.
• Successfully run fast-turn around searches for resources usually within a week of RFP/Solicitation release when internal candidates are not available.
• Lead the technical writing from story boarding/concept phase to final approval after review and revise cycles. This includes a technical approach responding to Statement of Work from RFP, and many other areas.
• Negotiate the best rate or salary with candidates confirming to the rate-cards available within the Master Services Agreements.
• Partner with the vendors, suppliers, staffing firms, team partners and other resources to identify, engage, evaluate, and recruit candidates for proposal submissions.
• Review leads/pipeline for identifying high-probability opportunities for Capture and pre-RFP campaign. Lead Capture work for 2-3 opportunities every quarter.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

This job is responsible for handling complex and escalated customer situations regarding possible fraudulent account activity. Key responsibilities include receiving inbound calls and takes appropriate action requiring accuracy on complex transactions. Job expectations include performing functions related to research and resolution of fraudulent activity, service support, and delivering practical, innovative solutions to clients while focusing on retention and re-establishing client confidence.

Wealth Management Fraud & Claims associates will handle inbound calls from clients, branch offices, banking centers, and various internal associates. They will also be responsible for the claim initiation and status updates of various fraud and billing disputes, on our clients' bank accounts. Associates will handle a wide variety of claim types including but not limited to: credit card, debit card, ATM, check fraud, ACH, and online wire transfers for wealth banking products.

• 1+ years of fraud servicing or call center experience.
• Has strong analytical and organizational skills and demonstrates the ability to solve complex problems by reviewing related information.
• Demonstrates a strong sense of urgency and is able to work in a fast-paced, ever-changing environment with a strong focus on risk mitigation and client experience.
• Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives.
• Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions.
• Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule.
• Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays.
• Communicates effectively and confidently with all clients to make their financial lives better.
• Ability to engage with clients while navigating multiple screens begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections.
• Comfortable receiving ongoing performance feedback and coaching.
• Ability to learn and adapt to new information and technology platforms.
• Minimum of an intermediate level of proficiency with computers and current technology.

• Experience in a call center or a financial/banking center.
• Fraud Detection and Prevention.
• Credit Risk.

• Customer and Client Focus.
• Data Collection and Entry.
• Due Diligence.
• Issue Management.
• Oral Communications.
• Active Listening.
• Adaptability.
• Attention to Detail.
• Policies, Procedures & Guidelines.
• Written Communications.
• Business Acumen.
• Collaboration.
• Critical Thinking.

1st shift (United States of America)

40

US - NJ - Pennington - 1400 American Blvd - Princeton Place At Hopewell Bldg. 4 (NJ2140)Pay and benefits informationPay range$24.04 - $31.25 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

• Minimum of three years of combined landscape production and sales experience (or similar in related field).
• An associate's degree or more (preferably in the Green Industry)
• Possess a valid driver's license and must be insurable on company's insurance policy
• Possess excellent written and oral communication skills
• Proficient in MS Outlook, Word, and Excel
• Proficient in or able to learn customer relationship management (CRM) software
• Proficient in or able to learn company estimating software
• Possess excellent computer skills
• Able to make effective presentations to potential clients
• Able to manage a book of work exceeding $1,500,0000 predominantly focused on commercial properties.
• Able to represent the company in a courteous and professional manner
  
  

• Renew current work, upsell current clients as needed, aquire new clients & sell new work upwards of $1,500,000 annually
• Attends client meetings
• Makes the initial contact with client and takes all required measurements
• Prepares all proposals/contracts for client
• Makes effective presentations and presents all proposals/documents to client
• Closes sale and coordinates job specifics with appropriate personnel
• Interfaces with client and ensures that all of client's concerns are addressed in a timely and professional manner
• Interfaces with company Garden & Property Manager for first few months of contract to ensure client's expectations are met and that jobs are kept on schedule and on budget
• Ensures that job cost reports are properly analyzed and disseminated
• Maintains and updates CRM software on a daily basis re: deadlines, meetings, notes, points of contact, phone conversations, etc
• Thoroughly understands and complies with company policies, procedures, and Standard Operating Procedures (SOPs)
• Assists in the implementation of the company's new business development plan
• Assists Field Supwrvisors in site visits, walkthroughs, upsells, & estimating
  
  

• Is a high-energy individual capable of building and maintaining professional relationships with potential clients, vendors, subcontractors, etc
• Able to effectively network and make connections with people
• Requires minimal supervision
• Is self-motivated
• Able to make effective presentations
  
  

• Working with an internal company team
• Helping grow the company and create value for clients
• Building relationships, prospecting and networking
  
  

• Positive outlook and disposition
• Enjoys challenges and problem solving
• Steady, consistent, and dependable behavior
• Customer-service oriented
• Strong work ethic
  
  

• Team incentives
• Impact Bonuses
• Employee point reward system
• Bonus pay
• Signing bonus
  
  

• Clear Career Growth Path: Advance your career with opportunities to move up and throughout our team, positioning yourself for amazing personal and team success, supported by our comprehensive in-house training and development programs
• Commitment to Learning: We invest in our people with 45 hours of paid education annually, including both industry-specific and personal development courses — because learning never stops here
• Comprehensive Benefits Package:
  • Medical, dental, and vision insurance
  • Short-term disability coverage
  • Life insurance
  • 401(k) retirement plan with Company Matching Contributions
  • Profit-sharing opportunities
  • Paid Time Off and Paid Holidays
• A Culture That Values Fun and Connection:
  • Regular company picnics, parties, team cookouts, and staff baseball games
  • An annual awards banquet to celebrate our team’s hard work and achievements
  • Community involvement offering Charity and Kindness
• Employee Recognition and Rewards to recognize your dedication and contributions
  • Pattie Gream Team Reward Programs
  • Discounted services, materials, and more!
  • Employee of the month recognition!
  • Team incentives and Profit Sharing