Client Remote Jobs in Usa

Company Description

Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

• Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.

• Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.

• Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.

• Dare to innovate:We challenge the status quo with creativity and innovation as our true north.

• Better together:We check our egos at the door. We work together, so we win together.

This position is responsible for the successful ingress of client data into Press Ganey databases. Client data is used to generate surveys (mail, phone and email) and to capture patient, employee and demographics for.

Job Duties:

• Creating new and updating existing InfoTurn import templates: Working in the TESTINFO & INFOTURN databases to create templates that will capture records from client uploads. Writing logical expressions to pull data from the files as necessary. Working with Account Managers and client IT contacts to verify upload settings such as languages, sampling, precodes, etc... Using tools to test and validate data. Submits for quality inspection by Senior/Lead EDI. Create FTP account and train client on the transmission process. Monitor uploads after implementation to ensure data imports are successful.
• EDI Cases: works independently to address open EDI cases. Writes advanced SQL statements to troubleshoot and define error causes. Reviews and deciphers FTP Server logs to troubleshoot and resolve advanced connection issues. Removes/alters data residing in the InfoTurn database and coordinates approval from appropriate departments (i.e. InfoTurn, Public Reporting, DAR, Client Experience). Upon request from Client Experience, Patient Advisory Services, Public Reporting or the client, the Senior EDI researches uploaded data concerning records processed, duplicates, errors, mailed, undeliverable, data integrity, FTP connection issues, etc... via V-Train (SQL), Intranet reports, Modify demograph, File Import Explorer, Ppatdemo, File Parser, Ultra-Edit, WS_FTP and/or visual inspection of the imported files.
• Communication: Work with both client and PG staff to coordinate the receipt of test data, data-mapping, and live updates. Explain upload methods and required changes to data. Document and communicate account status to client contacts, Client Experience, Public Reporting and Sales.
• Serve as the assigned EDI resource for large enterprise clients. Manage onboarding of new enterprise clients. Manage and implement newly purchased services and changes to existing client file layout(s). Attend scheduled, recurring and impromptu meetings regarding implementation and service issues. Provide ongoing support for all transmission, configuration and data integrity issues.
• Complete SRF update requests: Update import templates according to custom SRF changes not performed by SRF automation. Including add/remove languages, exclusions, custom expressions, custom lookups, etc... Test and validate data by importing data into the test info database and review stored data to assure accuracy.
• Provide phone support: Answer incoming client phone calls. Address issues relating to imported data, upload file errors, FTP transmission and connection errors. Provide second level support for issues escalated from Associate EDI Specialists and EDI Specialists. Provide direction, correct configuration issues or escalate to Lead EDI, EDI Manager or development teams. Attend scheduled client conference calls.
• Training and mentoring: Assist with training EDI new hires on various subject matters including PG developed applications, off the shelf applications, database structure and PG/EDI policies and procedures. Assist with training new hire Account Managers on Import Maintenance/SRF, CRM and Sales Force. Mentor Associate EDI Specialists, EDI Specialists and Account Managers as needed. Address questions from other departments.
• Participates in planning, user acceptance testing and testing of deployed bug fixes/feature enhancements. Works with developer teams to test and troubleshoot new software/hardware technology products.

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $54,000to $70,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

Clinical Program Manager - Essex Management

Remote in US except, if in Maryland, DC, VA & Delaware; must be comfortable in being on client site at least once a week.

This position supports "Essex, an Emmes Company". Essex is a biomedical informatics and health information technology-focused consultancy founded in 2009 and headquartered in Rockville, MD. The Essex team comprises experts with extensive experience in strategically developing and managing complex health and biomedical information programs for clients in the Federal Government, research academia, and private sectors.

Emmes Group: Building a better future for us all.

Emmes Group is transforming the future of clinical research, bringing the promise of new medical discovery closer within reach for patients. Emmes Group was founded as Emmes more than 47 years ago, becoming one of the primary clinical research providers to the US government before expanding into public-private partnerships and commercial biopharma. Emmes has built industry leading capabilities in cell and gene therapy, vaccines and infectious diseases, ophthalmology, rare diseases, and neuroscience.

We believe the work we do will have a direct impact on patients' lives and act accordingly. We strive to build a collaborative culture at the intersection of being a performance and people driven company. We're looking for talented professionals eager to help advance clinical research as we work to embed innovation into the fabric of our company. If you share our motivations and passion in research, come join us!

Primary Purpose

We are seeking a highimpact, strategic, and executionoriented directorlevel Program Manager to lead and mature the organization's program strategy, delivery excellence, and client enablement capabilities. This role provides both strategic leadership and handson management, including direct oversight of staff and responsibility for career development, coaching, and performance management.

This role will shape how internal departmental initiatives and client programs are planned, governed, staffed, measured, and communicated, ensuring delivery rigor while enabling flexibility and innovation across diverse client environments.

This role works in close partnership with portfolio, engineering, bioinformatics, data science, and business development leadership to ensure integrated delivery, effective resource utilization, proactive risk management, and an exceptional client experience.

The ideal candidate is a decisive people leader and systems thinker who thrives in complex and evolving environments, balances strategy with execution, and brings a strong client first mindset. Success requires the ability to influence at the executive level, mature organizational capabilities, and cultivate a collaborative, empowered team culture that supports excellence in deliveryfirst mindset. Success requires the ability to influence at the executive level, mature organizational capabilities, and cultivate a collaborative, empowered team culture that supports excellence in delivery.

• Establish and execute departmental goals and objectives aligned to enterprise strategy, contract priorities, and client mission outcomes; define and monitor KPIs to drive accountability and data-informed decision-making.
• Design, implement, and continuously mature program management, governance, and delivery enablement frameworks that scale across portfolios while ensuring compliance with federal, regulatory, and organizational standards.
• Provide executive-level visibility into portfolio, program, and project health through standardized dashboards, metrics, and reporting-enabling proactive management of risks, issues, dependencies, and performance trends.
• Partner with portfolio and divisional leadership to support investment prioritization, funding decisions, and resource allocation, balancing client commitments, growth objectives, and staff sustainability.
• Ensure full lifecycle contract execution excellence, including initiation, execution, closeout, client reporting, lessons learned, and continuous improvement integration.
• Lead people management strategy for the department, including performance management, career development, succession planning, training pathways, and promotion readiness.
• Own departmental workforce and strategic resource planning, including forecasting, recruitment, onboarding, capacity planning, skills development, and certification alignment.
• Ensure compliance with staff allocations plans, time reporting, and internal policies across billable, internal, and strategic initiatives.
• Actively support business development efforts, including RFP solutioning, staffing models, transition planning, delivery onboarding, and ongoing executive client engagement.
• Champion quality-by-design principles across all delivery artifacts and processes; oversee SOP evolution, process training, internal audits, and continuous improvement initiatives.
• Maintain strong awareness of industry, regulatory, and technology trends; represent the organization through thought leadership, publications, conferences, and strategic forums.

Required Skills:

• Advanced expertise in program, portfolio, and PMO leadership, including framework design, governance models, and delivery maturity assessments (e.g., PMI, PMO, Agile/Hybrid environments).
• Strong command of program operations, including financial management, forecasting, risk and issue management, resource optimization, and executive reporting.
• Demonstrated experience leading complex life sciences and health IT programs supporting clinical research, bioinformatics, public health, biomedical informatics, and regulated data environments.
• Exceptional communication and executive presence, with the ability to influence senior leaders, advise clients, and align cross-functional teams around shared outcomes.
• Proven problem-solving and systems-thinking capabilities, with a track record of driving process improvement, operational scalability, and organizational maturity.
• Ability to rapidly assess priorities, adapt to evolving client environments, and translate strategy into executable roadmaps.
• Strong regulatory and compliance knowledge, including clinical research regulations, healthcare privacy, and federal IT compliance standards (e.g., FDA, 21 CFR Part 11, HIPAA, FISMA, FedRAMP, CMMI, ISO).
• Experience operating in federal health environments (e.g., HHS, NIH, NCI), with familiarity across consulting delivery models, contract vehicles, and business development lifecycle.

Required Areas of Focus:

Program Management Leadership

• Own and evolve client-facing program and project roadmaps, ensuring alignment with mission goals, regulatory requirements, funding constraints, and delivery capacity
• Contribute to standardized BD-to-Delivery transition processes, ensuring early engagement, clarity of scope, staffing, budgets, timelines, and accountability prior to execution.
• Ensure consistent contract execution through disciplined tracking of deliverables, milestones, financials, and performance metrics, including CPAR inputs and self-assessments.
• Design, maintain, and continuously improve enterprise delivery dashboards, providing visibility into:

• • Program and project health summary
  • Resource utilization and capacity
  • Budget performance and forecasting
  • Risk and issue trends
  • Key milestones and outcomes

Contract performance and quality metrics

• Establish and enforce a structured reporting cadence to support proactive leadership engagement and timely decision-making:

• • Weekly: Project and program status
  • Monthly: Portfolio performance and financial reviews
  • Quarterly: Strategic outlook, risk posture, and growth alignment

• Serve as a senior client relationship leader, cultivating trusted partnerships and proactively identifying opportunities to enhance delivery value and expand engagements.

Financial & Resource Management

• Partner with leadership teams to define, manage, and optimize portfolio, program, and project-level budgets.
• Develop and maintain a comprehensive resource capability matrix capturing skills, certifications, experience, performance insights, and availability.
• Optimize workforce utilization by aligning staffing decisions with delivery needs, staff development goals, and long-term organizational strategy.
• Lead and support staff transitions, onboarding, promotions, and role changes with minimal delivery disruption.
• Drive training and capability development strategies aligned to SOPs, industry standards, and evolving client needs.

Stakeholder Engagement & Communication

• Act as a senior liaison between executive leadership, program teams, and client stakeholders.
• Strengthen client partnerships through structured feedback mechanisms, contract / project performance reviews, and strategic planning engagements to support change agility and account growth.
• Enable cross-division collaboration to ensure integrated delivery and shared accountability.
• Communicate performance, risks, and opportunities through clear dashboards, briefings, and executive presentations.

Advisory & Consultation

• Provide strategic advisory services to internal and external stakeholders navigating complex program and project and delivery challenges.
• Translate technical, business domain, and operational concepts into actionable strategies that enable informed decision-making.
• Serve as a trusted advisor supporting both delivery excellence and organizational growth.

• Education: Bachelor's degree required; Master's degree in a scientific, health, or program management discipline preferred. PMP or equivalent certification desired.
• Experience: Minimum of 10 years in senior program strategy and delivery leadership roles across federal, academic, and private-sector environments.
• Program Leadership: Extensive experience program management, PMO leadership, governance, financial management, and large-scale delivery enablement.
• Industry Knowledge: Strong background in life sciences, clinical research, bioinformatics, health informatics, and public health.
• Leadership & Business Acumen: Proven ability to lead distributed teams, manage complex stakeholder environments, and influence at the executive level.
• Business Development: Demonstrated success supporting client growth, solution design, and consulting delivery models.
• Federal Health IT Experience: Experience supporting HHS, NIH, NCI, or similar agencies strongly preferred.

Why work at Emmes?

At Emmes, your actions and hard work will have a direct impact on public health initiatives, both globally and in our local communities with opportunities for volunteerism through our Emmes Cares community engagement program. We offer a competitive benefits package focused on the health and needs of our growing workforce, including:

• Flexible Approved Time Off

• Tuition Reimbursement

• 401k Retirement Plan

• Work From Home Anywhere in the US

• Maternal/Paternal Leave

• Casual Dress Code & Work Environment

CONNECT WITH US!

Follow us on Twitter - @EmmesCRO

Find us on LinkedIn - Emmes

The Emmes Company, LLC is an equal opportunity employer and does not discriminate in its selection and employment practices. All qualified applicants will receive consideration for employment without regard to disability or protected veteran status.

#LI-Remote

Company Description

Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

• Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.

• Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.

• Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.

• Dare to innovate:We challenge the status quo with creativity and innovation as our true north.

• Better together:We check our egos at the door. We work together, so we win together.

This position will be located in Chicago, IL with a hybrid schedule to our downtown Chicago's office Tuesday through Thursday and work from home Monday and Friday.

What We Need:

We are looking for a Program Manager who will play a vital role in our customers' success, embody excellent customer service, and set the bar in relationship management and strategic program design. This role sits at the heart of our relationship with customers, managing the daily interactions that result in trust and true partnership, and delivering business value through our suite of products and services.

At the highest level, the Program Manager uses technology to solve business challenges, leads the implementation of solutions and programs that deliver business value, advocates for customers' success, and evangelizes our products and services.

As a Program Manager with Forsta, you will;

• Immerse yourself in the client's business - understand their unique challenges, business and program objectives, and success measures
• Collaborate with clients, partners, and cross-functional teams to gather requirements, prepare budgets, develop project plans, and manage the delivery process
• Own delivery process, ensuring accurate, on time, profitable delivery of solutions and programs that delight clients and lead to growth over time
• Provide a single point of contact for clients, team members, and partners throughout delivery
• Champion our products - leverage the latest Forsta tools, features, and functionality to meet customers' needs
• Build deep client relationships to support customer success and account growth
• Inform clients, commercial leads, and management of progress, risks, and growth opportunities
• Advocate for clients internally with regard to product ease of use, user experience and design, new features and functionality to bring the voice of the customer to Product and R&D

Responsibilities:

• Present information clearly and confidently to clients and stakeholders within and outside the organization
• Demonstrate competence and confidence with the full VOC/E product and services suite, including those available through our partner networks
• Ability to think creatively about solving client issues or concerns to improve program outcomes, and deliver value; works effectively with varying degrees of ambiguity
• Effectively troubleshoot basic technical issues and translates technical jargon to business language for client contacts
• Provide guidance and best practice for use of the platform to achieve program objectives over time
• Identify potential risks and opportunities within assigned accounts to support retention and growth
• Implement projects on existing client accounts and lead new client implementations on small, mid-market, and large accounts
• Play an active, visible role in account planning on assigned book of business; support design, development, planning, and execution of strategic roadmaps for clients
• Support RFPs and other pre-sales activities as part of new client acquisition under the direction of Principal PM or Director
• Lead internal initiatives designed to improve the customer experience with Professional Services or the products and services we offer
• Participate in the training and onboarding of new/junior team members on assigned work

Qualifications:

• 3 to 5+ Years' of Market Research project management experience.
• Previous experience working with Forsta Plus or Decipher is a plus
• Professional demeanor, excellent written, and oral communication skills
• Demonstrated track record of success in outstanding customer service
• Capable of developing/maintaining long-term business partnerships with clients
• Ability to multi-task and effectively manage all responsibilities attached

Education:

Bachelor's degree is required.

About You:
You are a highly motivated individual that works well in a team environment yet can work autonomously and take individual initiative. You have exceptional time management and multi-tasking skills. You are detail-oriented and well organized. You are results oriented - a driver of projects, gets things done, with a "can-do" attitude.

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $80,000to $95,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

Join us as a Senior, AI Workplace Transformation Consultant

You’ll play a pivotal role in delivering successful organisational change, backed by experience and knowledge of PROSCI, Kotter or other change frameworks, while also helping clients unlock the full potential of Microsoft 365, Copilot, Copilot Studio, Viva and more. You’ll develop and implement advanced change management strategies; drive people change and enablement and ensure that new solutions are adopted smoothly and deliver measurable value.

You’ll be a self-starting, adaptable, and energetic individual who thrives in fast-paced environments. You’ll bring strong experience in consultative client engagements, be open to challenge and feedback, and feel confident constructively challenging clients to ensure the best outcomes for everyone involved. A growth mindset is essential, along with a clear expectation that you’ll actively contribute to the continuous improvement of Changing Social.

Location: Nashville Tennessee / Remote Time zone: Eastern or Central preferred

Key Responsibilities:

Change Management Strategy

• Lead the design and execution of advanced change management strategies for clients adopting Microsoft 365 and Copilot solutions.
• Apply proven methodologies to build adoption plans, communications, and training tailored to diverse audiences.
• Ensure all change activities align with client business goals and deliver measurable outcomes.

Stakeholder Engagement

• Lead stakeholder mapping, engagement planning, and delivery of sessions to secure buy-in at all levels.
• Advocate, support, coach and mentor senior leaders in the importance and necessity of change.
• Build strong, trusted relationships with client sponsors, technical leads, and end users.
• Facilitate workshops and feedback sessions to ensure adoption challenges are addressed proactively.

Adoption Metrics, Reporting & Value Realisation

• Develop and implement measurement frameworks to track adoption, usage, and ROI of Copilot and other Microsoft solutions.
• Use reporting tools to monitor project effectiveness and recommend data-driven improvements.
• Communicate adoption progress and value realisation to key stakeholders and sponsors.

Microsoft 365, Copilot, Copilot Studio & AI Agents

• Understand, identify, scope and support the elements of the M365 Modern Workplace Applications that are of direct impact to the clients needs.
• Be well versed in the identification of business workflows and processes. Capable in crafting new ways of working that utilise the M365 platform and drive real world ROI.
• Deliver Copilot projects and custom conversational AI agents to meet client needs.
• Advise clients on best practices for creating and managing AI-powered solutions that enhance workflows and productivity.
• Translate functionality into clear guidance for end users, ensuring solutions are user-friendly and deliver on their promise.
• Collaborate closely with technical teams and developers to align AI deployments with user needs and organisational policies.

Product & AI Knowledge

• Leverage deep understanding of our solutions to assess client needs and recommend the most suitable products or agents that deliver optimal value and outcomes.
• Maintain up-to-date knowledge of Microsoft 365, Copilot for Microsoft 365, Copilot Studio, and broader M365 modern work platform
• Deliver client training sessions, Q&A drop-ins, and knowledge-sharing to embed new ways of working.
• Keep up to date of Microsoft’s AI roadmap to guide clients on upcoming features and capabilities.

Client Relationship Management & Pre-Sales

• Build and maintain long-term client relationships.
• Embed as a trusted advisor who can spot business benefits for our clients and build proposals and services to support those needs both commercially and via delivery.
• Support the sales team in scoping client needs, delivering demos, and showcasing our Copilot capabilities.
• Contribute to proposals and presentations, bringing both change management and technical expertise.

Qualifications

Education:

• Bachelor or masters degree in Business, Organisational Development, Information Technology, Anthropology or a related field is preferred but not essential.

Experience:

• 5+ years of experience in adoption and change management, with at least some exposure to configuring or supporting Microsoft 365 solutions.
• Hands-on experience working with Microsoft 365 products, Copilot Studio, Power Virtual Agents, or similar conversational AI tools is highly desirable.

Certifications:

• Relevant change management certification (e.g. PROSCI) required. Or significant proven track record and specific detailed knowledge of change frameworks.
• Desirable: Microsoft Certified: Power Platform Functional Consultant Associate (PL-200), Power Platform Solution Architect Expert (PL-600), or equivalent Copilot Studio certifications.

Skills

• Advanced knowledge of change management tools and methodologies.
• Strong analytical, problem-solving, and decision-making skills.
• Ability to communicate complex technical ideas clearly to non-technical audiences.
• Excellent stakeholder engagement and client relationship management skills.
• Confident in facilitating workshops and training sessions.
• Proactive, curious, and adaptable mindset with a passion for emerging AI capabilities.

Core Competencies

• Knowledge & Experience: Advanced knowledge of Microsoft 365, Copilot Studio, and change management best practices. Mentor colleagues and leads client training.
• Business Impact: Leads complex projects, drives measurable adoption, and supports business development.
• People & Team Management: Coaches junior team members, resolves issues, and drives collaboration.
• Communication & Influence: Communicates effectively with clients and internal teams, translating between technical and non-technical contexts.
• Problem Solving & Innovation: Designs creative solutions for adoption challenges, drives continuous improvement, and keeps up to date with the AI landscape.

Why Join Changing Social?

We are an equal opportunity employer, celebrating diversity and committed to creating an inclusive environment for all employees. We are on an exciting journey of growth that offers huge potential for ambitious and likeminded people. Changing Social has ambitious plans for the future. We aim to expand our team substantially in the coming years, having grown 58% over the past 12 months, with growth plans to hit a head count of 200 over the next three to five years.

Our culture is built on the values of Lovability, Openness, Versatility, and Enthusiasm. We thrive on creativity, embrace diversity, and are passionate about delivering exceptional service. As a rapidly growing company with a global footprint and a head office in the UK, we cater to an international audience while maintaining a localised approach where necessary.

Benefits:

• Annual Leave: 23 days of annual leave per calendar year, excluding Public Holidays, with an additional day for each year of employment up to a maximum of 5 days.
• Additional Leave: Gain an additional day of leave for each year of service, up to a maximum of 5 days.
• Annual Leave Carry Over: Carry over up to 5 days of unused annual leave to the next year.
• Festive Period: Business closure for a week during the festive period in December.
• Public Holidays: Flexibility to work over public holidays if desired or required, with time taken back on a subsequent day.
• Pension Scheme: 2% 401k employer contribution, 5% employee contribution.
• Flexible Working: Manage your own time to improve work-life balance and facilitate managing international time zones.

Additional Benefits:

Health and Wellbeing:

• US Health, Vision and Dental Plan
• My Mind Pal Wellbeing App

Financial Security:

• Bravo Perks: Points schemes and vouchers.
• Bravo Hub: Access to discount codes.
• Financial Wellbeing Tools: Budget planners, money-saving tools, and financial education resources.

Personal Development:

• Paid Microsoft Training and Certifications: Enhance your professional skills with company-sponsored training.

More about Changing Social

Our culture is built on the values of Lovability, Openness, Versatility, and Enthusiasm. We thrive on creativity, embrace diversity, and are passionate about delivering exceptional service. As a rapidly growing company with a global footprint and a head office in the UK, we cater to an international audience while maintaining a localised approach. Our POP values Preparation, Ownership, and Pride are the behaviours that underpin our high-performance culture. They’re how we turn our values into action, every day.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Manager at McGriff, a division of Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Build and maintain key client and carrier relationships by phone, email, and in person.
• Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
• Lead the client service team in service activities related to administration, billing, claims issues, and problem solving.
• Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
• Continually seek cross-sell opportunities and suggest new lines of coverage.
• Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
• Lead the marketing of accounts of smaller, less complex accounts.
• Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client.
• Manage the implementation process; prepare and deliver all applicable forms to client.
• Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
• Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
• Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Mentor team members.
• Other duties and responsibilities as requested by management.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's degree or equivalent education and related training.
• 1-2 years of relevant insurance industry experience.
• Appropriate insurance license(s).
• Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems.
• Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale.
• Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite.
• Ability to travel, occasionally overnight.

Preferred Qualifications:

• Advanced degree.
• Certification in field of endeavor.
• Experience with Requests for Proposal.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid Work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: information on careers visit: or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:

• :// :// :// :// /marsh_mma

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $47,800 to $89,100.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Fractal is a strategic AI partner to Fortune 500 companies, with a bold vision: to power every human decision in the enterprise. We believe the future belongs to organizations that combine human imagination with intelligent systems—and Fractalites are the ones building that future. As we scale our Technology, Media & Telecom (TMT) practice in the United States, we are looking for a senior, client-facing Head of Engineering to shape and deliver world-class Data & AI platforms for leading Technology, Media & Telecom organizations.

This is not a back-office engineering role. This is a consulting-led, client-facing engineering leadership position for someone who is equally comfortable whiteboarding architecture with principal engineers, rolling up their sleeves with delivery teams, and advising CIOs, CTOs, and CDOs in the boardroom.

Learn more at Fractal | Intelligence for Imagination.

Note: This position is not eligible for Immigration Sponsorship at this time.

About the Role

This is a four-axis leadership role requiring technical depth, executive presence, team leadership, and embedded delivery. You'll work directly with top technical and functional leaders at some of the largest TMT companies in the world.

As Head of Engineering for Fractal's Technology, Media & Telecom (TMT) vertical, you will personally shape the architecture of mission-critical AIML platforms, often in first-party tech stack, and develop/drive the team of ICs who bring them to life.

Responsibilities

Some engagements will look like a traditional advisory model. Others will look a lot more like Forward Deployed Engineering: your team embedded inside a client's engineering org, working within their first-party tech stack, shipping production code alongside their engineers, and earning influence through technical credibility, not org chart position.

You will need to be in the room when the technology roadmap needs to change. When a business pivot, a new regulation, or a technology shift forces a rethink mid-execution, you are the person who picks up the marker, walks to the whiteboard, and redraws the architecture in real time, credibly, for the CTO, and Principal Engineering leaders simultaneously.

Technical Depth (Hands-On Architecture)

• Own AI/Data platform architecture decisions — from Lakehouse design and real-time streaming to MLOps, LLMOps, and AgentOps pipelines in production
• Serve as the technical authority for Fractal's TMT engineering practice — defining standards, reviewing design, and holding the bar on reliability, scalability, and security
• Translate ambiguous business problems into concrete, buildable platform architectures — and stay close enough to execution to know when something is not working
• Drive the industrialization of GenAI: moving clients from proof-of-concept to enterprise-grade, governed, and observable AI systems

Executive Presence & Live Architectural Thinking

• Command the room with senior client leadership — CIOs, CTOs, CDOs, and their direct reports - as a peer, not a vendor
• Whiteboard new architectural directions on the spot: when a business pivot, acquisition, regulatory shift, or technology breakthrough forces a mid-execution rethink, you synthesize it into a credible, buildable path forward live, in the room, without needing a week to prepare a deck
• Translate between two worlds simultaneously: make the architecture legible to a CFO and rigorous enough to satisfy a principal engineer in the same session
• Shape client roadmaps at the strategic level; identifying where the current plan is under-ambitious, over-engineered, or misaligned with emerging AI capabilities, and steering accordingly
• Represent Fractal at the highest level of client relationship

Team Leadership (Building & Driving Senior ICs)

• Develop and lead a high-performing group of individual contributors. principally senior and staff engineers, ML engineers, and data platform engineers
• Create the engineering culture: rigorous delivery standards, architectural thinking, and a bias toward elegant, production-grade solutions over quick fixes
• Build leadership depth within the team, identifying principals who can own programs and grow into broader roles
• Partner across Fractal's global AI and engineering Capability functions to staff programs strategically and raise capability across the TMT practice

Forward-Deployed & Embedded Delivery

• Lead and run FDE-style engagements where your team operates inside the client's engineering environment
• Navigate and deliver within client-owned, first-party technology stacks: proprietary data platforms, internal ML infrastructure, custom orchestration systems, and bespoke toolchains that do not appear in any industry survey
• Adapt quickly to non-standard environments, understanding a client's internal platform deeply enough to extend it, integrate into it, and earn the trust of their engineering staff
• Balance the tension between what Fractal does best and what the client's stack demands, knowing when to bring pattern, when to adapt, and when to advocate for a better path
• Set the standards for how Fractal operates in deeply embedded engagements: how we onboard, document, transfer knowledge, and leave clients stronger than we found them

Candidate Profile

Technical Qualifications

TMT clients bring genuinely hard problems on both open and proprietary infrastructure. Expect to architect and oversee:

• GenAI systems: RAG architectures, LLM fine-tuning pipelines, agentic workflow orchestration, and LLMOps observability
• AI-powered products: personalization engines, churn prediction, content recommendation, and network fault detection
• Client-proprietary ML infrastructure: internal feature stores, custom model serving layers, bespoke experiment tracking systems, and first-party orchestration frameworks
• Cloud-native infrastructure across AWS, Azure, and GCP with enterprise-grade governance, security, and compliance baked in
• Real-time and event driven data pipelines (e.g. network telemetry)
• Modern Lakehouse platforms (Databricks, Snowflake, Delta Lake, Iceberg) at petabyte scale and proprietary data platform equivalents at leading tech-forward TMT organizations

Non-technical Qualifications

We are particularly interested in leaders from environments where engineering rigor, client accountability, executive presence, and AI depth all coexist including Forward Deployed Engineering, elite data/ML platform teams, and senior hyperscaler architecture practices.

• 15–20 years of experience spanning AI/data engineering and technical leadership with clear evidence of owning architecture at scale
• Deep hands-on experience deploying AI/ML/GenAI systems in production, in addition to advising on them
• Demonstrated executive presence: you have walked into a CTO or CDO review, redrawn the architecture based on new constraints, and left the room with alignment
• The ability to whiteboard fluently under pressure, synthesizing a team's in-flight work with a new business direction, making it rigorous enough for engineers and clear enough for executives, on the spot and without a rehearsal
• Experience operating within client-owned or non-standard technology stacks - you have learned a proprietary system, earned trust from skeptical internal engineers, and delivered production-grade results inside someone else's infrastructure
• A track record of leading senior engineers and building high-performance ML/engineering teams, including hiring, coaching, and developing principal-level ICs
• Direct executive engagement experience - you have influenced CIO/CTO/CDO decisions and can hold your own in a room with technical and non-technical stakeholders at once
• Strong cloud-native fluency across one or more hyperscalers, with genuine depth in data platform patterns (streaming, batch, Lakehouse, governance)

Strong Preferences

• Experience in TMT vertical — hi-tech, telco, media platforms, streaming infrastructure, ad tech, or content delivery at scale
• Prior work in FDE-style or embedded delivery models where your team shipped inside a client codebase and was evaluated by their engineering standards, not just deliverable milestones
• Comfort with the ambiguity of 1P stack environments: you have debugged undocumented internal tools, extended proprietary frameworks, and figured out how to make external expertise land inside a closed ecosystem
• A personal reputation for architectural clarity: the person colleagues call when a problem needs to be drawn, not just describe
• Contributions to the ML/AI community: open source, publications, conference talks, or influential architectural patterns

Who Thrives Here

The Fractalite mindset is curious, rigorous, and impact driven. You will thrive in this role if you:

• Enjoy being client-facing and accountable for outcomes.
• Are comfortable navigating ambiguity, scale, and complex stakeholder environments.
• Believe great platforms come from strong engineering culture plus disciplined execution.
• See AI not as a novelty, but as a core enterprise capability that must be engineered responsibly.

Fractal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Cohera was born from the merger of 360 Destination Group and CSI DMC and brings together decades of destination management experience under one name. As a company that values innovation, creativity, and excellence, we pride ourselves on utilizing a unique and customized approach to deliver unforgettable events that leave our clients speechless.

We now find ourselves seeking a hospitality-oriented individual with a passion for producing corporate events to be the next Event Manager for our Nashville office! As a member of our rockstar team, you’ll bring to life a variety of corporate events ranging from carnival-themed seminars to Latin nightclub receptions all while collaborating with professionals who are equally as passionate about creating memorable experiences as you!

This is what WE offer YOU...

• A competitive salary based on experience.
• Incentive eligibility based on program size and profitability.
• Health insurance coverage including medical, vision, and dental.
• Discretionary PTO for vacation and personal time, paid holidays, and paid sick leave accrued based on hours worked.
• 401(k) with employer match.
• Company-paid short term and long term disability insurance coverage.
• Company-paid $50,000 basic life insurance.
• Voluntary life insurance.
• Paid DMCP and/or CMP certification.
• Paid industry memberships.

As an EVENT MANAGER, you will...

• Lead all phases of event management, including contracting, planning, budgeting, logistics, and on-site execution for assigned programs including high-touch clients and large-scale programs.
• Serve as the primary point of contact for clients throughout the planning process and maintain an open line of communication with client during program dates and when client is in destination.
• Ensure program details meet client expectations while adhering to budgets, timelines, and company standards.
• Conduct assigned program operational site inspections, planning visits and walkthroughs.
• Be onsite during program duration; be flexible and maintain an open line of communication with client during program dates and when client is in destination.
• Manage the production of all program materials including diagrams, manifests, run-of-show documents, schedules, permitting and vendor confirmations.
• Ensure programs meet profitability targets by tracking costs, managing the P&L, and maintaining or growing profit margin from initial contract.
• Overseeing billing in collaboration with the Program Financial Manager.
• Build and maintain strong client relationships through clear communication, professionalism, and thoughtful problem-solving.
• Support the client experience from contracting through post-event follow-up, ensuring satisfaction and repeat business.
• Identify and sell to client, potential upsell opportunities, increasing profit margin and providing added value as destination expert throughout program planning and execution.
• Send thank you email and complete post-program checklist including but not limited to post event surveys, post-con, etc.
• Collaborate with Sales, Strategic Accounts (if applicable), Design & Development, Design Studio, and Vendors in successful and cohesive program delivery.
• Communicate to local leadership and team of event and operational success and advise on best practices.
• Communicate with strategic team leads, if applicable, key program planning milestones, and preparations for optimum program success.
• Support departmental goals through cross-functional communication and alignment.
• Participate in weekly event management and/or team meetings and other internal planning sessions.
• Work with Staffing Coordinator to manage field staff assignments.
• Be willing to assist across destinations and/or travel to help operate and support.
• Support training efforts by sharing best practices and process knowledge.
• Foster a respectful and supportive team environment that reflects the company’s values.
• Self-educate or partake in training opportunities, representing company at industry/hospitality functions at least three times per year.
• Participate and assist with FAMs and hotel partner team outings.
• Oversee part time Event Staff on projects and programs as needed.
• Manage vendor partners, negotiate contracts, and ensure quality of services provided while maintaining company established profitability.
• Maintain up-to-date knowledge of local venues, transportation options, entertainment, restaurants, and other key program resources.
• Develop and maintain communications in a cooperative and professional manner with all levels of staff, vendors, industry partners and clients
• Conduct post-event debriefs and provide feedback on vendor performance.

You'll stand out from the crowd if you...

• Work as a productive team member, take initiative, act creatively, operate flexibly, and do everything with honesty, integrity, and with a focus on client satisfaction.
• Work well in a fast-paced team environment, work overtime when required, and deliver quality service to our clients.
• Act in a self-starting way, make good independent decisions, and take steps to complete work within time parameters.
• Generate new and innovative ways to improve our company's products and services.
• Recognize essential elements of a challenge and develop creative solutions.
• Are detail-oriented with vendor contracts, invoices, and agreement clauses.
• Respond quickly to changing circumstances and anticipate new developments where possible.
• Act in a forthright way.
• Give and accept feedback constructively.
• Recognize and consider the client’s expectations and needs and have a “do what it takes” mentality.

We are seeking someone with...

• Six or more years of progressive event management experience in a DMC, agency, or hospitality environment.
• Three years of event management experience in the DMC industry.
• Proven track record managing multi-day events and client portfolios.
• Deep understanding of the DMC industry, large-scale event operations, and client lifecycle.
• Expert-level knowledge of budgeting, forecasting, and profitability analysis.
• Exceptional leadership, coaching, and team development skills.
• Advanced understanding of contract negotiation and vendor management.
• Exceptional communication and interpersonal skills.
• Strategic thinker with the ability to translate vision into actionable plans.
• Strong executive-level communication and presentation abilities.
• High proficiency in multitasking, decision-making, and navigating ambiguity.
• Skilled in relationship-building with clients, vendors, and internal stakeholders.
• Solutions-oriented with the ability to work independently and as part of a team.
• Ability to travel to other Cohera office locations by vehicle or airplane.

Job Conditions:

The specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus. The noise level in the work environment is usually low. The physical demands described below are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is:

• Frequently required to perform administrative and professional work using writing tools and electronic media.
• Required to be ambulatory to move around freely between buildings and between levels within buildings.
• Occasionally lift and/or move up to 30 pounds.
• Occasionally exposed to fumes or airborne particles and toxic or caustic chemicals associated with office work.

Disclaimer:

This job has recurring work situations involving moderate degrees of discretion. The need for accuracy and effective utilization of accepted policies and procedures is high. Errors in judgment and execution will waste time and resources, adversely impacting unit performance. Employees operate independently but work is verified by supervision. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Acknowledgements:

Cohera is an Equal Opportunity-Affirmative Action Employer / Disability / Veteran. Candidates who receive an offer of employment will be legally employed by 360 DG OCLA LLC dba 360 Destination Group until the organization transitions to Cohera LLC on April 1, 2026. Until that date, all employment-related documents including offer letters, agreements, and payroll records will reference 360 DG OCLA LLC dba 360 Destination Group. Upon transition, employment will transfer to Cohera LLC with no interruption to service, tenure, or benefits.

About this role

The Onsite Manager is the primary client contact for our Adecco programs and the initial escalation point for any client questions and concerns. Through cooperation, ingenuity, and teamwork, the Onsite Manager is responsible for aligning themselves with our client’s business objectives and creating a collaborative partnership.

The Onsite Manager is fully accountable for the strategic, long-term evolution of the client program, including the overall direction and operational management of all business activities. Through the direction of daily recruitment/fulfillment activities, measurements against established KPIs, and the development of collaborative energies. The Onsite Manager will be integral in positioning their teams and programs for continued success.

What you’ll be doing

Grow & Retain Accounts

• Create and develop effective working relationships with key client contacts (e.g., HR, Operations) to foster business growth and understand each client's unique needs.
• Achieve and maintain high levels of client satisfaction – exhibited through client surveys and business reviews.
• Establishes and maintains a network of industry contacts through participation in professional/trade associations and other professional networking organizations.
• Prepare and present a monthly/quarterly business/performance review to the vertical Director and/or VP [QBR & QPR].
• Adopt and demonstrate the Group’s and client’s core values in the delivery of client-centric service.
• Responsible for retention of individual clients while maximizing fill rate, time to fill, and ensuring high NPS scores.
• Serve as a Brand Ambassador and participate in Thought Leadership activities that build Adecco’s reputation as the most admired workforce solutions partner.
• Ability to price and sell services (conversions, temporary and perm placement business).
• Builds and maintains knowledge of target industries, clients, roles, market share, and competition by communicating our value proposition.
• Continuously strive for innovation through enhanced processes, policies, and procedures – while meeting established KPIs and SLAs.
• Establish a plan to grow and retain existing accounts and newly developed clients.
• Compose reporting and interpret data and trends.
• Maintain general knowledge of the Adecco Group's service portfolio and be able to price and sell services (conversions, temporary and perm placement business).
• Obtain a clear understanding of the client’s business, staffing needs, culture, and program expectations.
• Serve as an escalation point for Client, Procurement, Operations, and HR Managers to discuss issues or requests involving the client program and associates.
• Ensure all agreed-upon client requirements (both operational and contractual) are completed and in line with agreed SLA targets.
• Ensure proper credit references are obtained, and client credit limits are established according to guidelines.
• Gain a complete understanding of the TOM and utilize it as a resource to strengthen the Adecco/client relationship.
• Partners with clients to define strategic objectives and hiring needs.

Job Requirements

A high school diploma or equivalent and 5+ years of relevant work experience. A minimum of two to five years of managerial/supervisory experience in the service provider industry is preferred. Must have a proven track record – measured by customer satisfaction service levels, increased responsibilities, and successful working relationships with colleagues and management. Successful track record of increased customer service levels and satisfaction, enhanced scope of responsibilities, and working relationships with colleagues/management.

• Effective written and verbal communication skills – both in a one-on-one and group setting.
• Ability to build and maintain strong client relationships and networks.
• Ability to successfully manage a recruitment team in a fast-paced environment.
• Excellent organizational, prioritization, and multi-tasking skills.
• Adept at establishing and managing KPIs and SLAs.
• Demonstrated ability to build and maintain strong client relationships and networks.
• In-depth knowledge of current recruiting practices compliant with federal and state laws and Company policies.
• Proficiency in MS Office (Word, Excel & PowerPoint) and ability to learn new software are required.
• Ability to develop and implement policies, procedures, goals, and objectives.
• Ability to strategically plan and serve as a catalyst for organizational change, cultivate a shared vision with others and motivate them to transfer vision into action.

Why choose us?

It’s an exciting time to be part of our team. We’re proud to be a global thought-leader and care about doing the best job we can to ensure better futures for everyone. We do this by building our strategy as a united team of 30,000+ colleagues with a collective spirit working in over 60 countries globally.

You’ll have the opportunity to grow across a variety of interesting jobs and careers over our extensive portfolio of global brands. We empower our colleagues to work in the smartest, most efficient ways to achieve total balance between the demands of their jobs and their lives. That’s why we give you the autonomy and support you need to work in the way that makes you most productive, agile, confident, and insightful.

Putting people first, pioneering with a collective spirit and always advancing with a growth mindset -that’s what we stand for at the Adecco Group. Here, we are all individuals with a unique perspective on the world we live in. That’s what makes us stronger. Whoever you are and whatever your background, you can be yourself. So, we aim to build on the attributes that make you, you. We offer a range of world-class resources for upskilling and development, satisfying your curiosity while the sharing skills, knowledge, and expertise to grow together.

Make an impact where it matters most.

A journey to bring out the best in you

We believe that having an understanding of the hiring process helps you to prepare, feel, and be, at your best. As a global, multi brand organization with multiple different roles, our application process can vary.

On our career site, you will find some of the key steps you can expect to guide you along the way.

As one of the world’s largest employers we believe in talent, not labels, and focus on the diverse and unique skills our people bring. We have zero tolerance for any unlawful discrimination or harassment, against any employee, associate, or candidate, at any stage of that person’s journey with us. We seek to foster a culture of belonging and purpose, an environment where everyone can thrive and feel engaged, and where difference is respected and valued. Our commitment to equity, equal opportunity, inclusion, and diversity is part of our broader commitment to respecting fundamental human rights across our value chain. The Adecco Group is proud to be an Equal Opportunity Employer.

The anticipated annual base salary range for this position is $71,699 - $89,624. Compensation varies based on a variety of factors including, but not limited to, experience, education, key skills, and geographic location. In addition to base salary, the position is also eligible for incentive compensation based on achievements outlined in the compensation plan.

Benefit offerings for full-time employment include medical, dental, vision, term life and AD&D insurance, short-term and long-term disability, additional voluntary benefits, commuter benefits, wellness plans, and a 401k plan or a non-qualified deferred compensation plan. Available paid leave includes Personal Time Off (PTO) on an accrual basis up to 152 hours a year, 10 Paid Holidays, 1 Community Service Day, and up to 6 weeks of Paid Parental Leave. PTO and holiday hours are prorated based on hire date within the calendar year.

Equal Opportunity Employer/Veterans/Disabled

The Company will consider for employment qualified applicants with arrest and conviction records

The Account Administrator works within the client service team to ensure accuracy of information and manage workflows and processes. Provides administrative and client support to the Commercial Insurance Department.

Position Responsibilities

• Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service
• Create, modify, and ensure accuracy of Client Profile Information
• Ensure accuracy and timeliness of Surplus Lines Filings and determination of what filings are needed
• Create and Maintain Client Claims Manual
• Manage Incoming Client/Carrier Correspondence and Review/Decide Appropriate Action
• Initiate, Guide Renewal Service Cycle and Ensure TimeLine is Met
• Gather and Review Renewal Information from Client
• Ensure proper filing of client/carrier correspondence within Document Management System
• Manage Policy E-delivery to Client
• Review, file, and process all client specific new mail
• Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per P&C guidelines
• Track/Reconcile and ensure accuracy of incoming and outgoing client premium, invoices, and work with appropriate internal specialist teams to correct accounting issues or to decide best approach for differing situations
• Check audits for accuracy, process, send instructions for invoicing and determine when to confer with AE/AM regarding concerns
• Execute all changes for policies, monitor for receipt and accuracy of endorsements, maintain accuracy of client exposures information when making endorsement requests, and ensure invoicing is accurate and completed in a timely manner
• Provide premium breakdowns/premium summaries, as requested
• Manage client/account team/carrier/internal Lockton team associates' expectations regarding workflows, special projects
• Ensure appropriate information provided for completion of policy checks for policy checking team
• Work with team to update and ensure accuracy of proposals/summaries/final and accepted proposal
• Ensure accuracy regarding client information in systems
• Review incoming client certificate requests and provide instructions for processing
• Work with client to ensure carrier applications are completed
• Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer
• Comply with Lockton's policies and procedures, including appropriate documentation
• Attend education workshops, and carrier functions, when requested
• Perform other work-related duties as assigned

Position Qualifications

• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• General understanding of commercial property and casualty coverages preferred
• Company or agency experience in commercial insurance services desired
• Understanding of commercial rating concepts preferred
• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• High aptitude for accuracy in mathematical calculations
• Strong attention to detail required
• Understands industry trends and governmental regulations
• Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
• Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
• Legally able to work in the United States

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

• Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Efficiently manages time and capacity
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

• Strong computer skills with an ability to multitask in a demanding environment
• Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
• Obtained insurance licenses

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay and benefits information

Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits: This 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.