Client Remote Jobs in Usa

Everything we do at BBSI is in support of our clients and our teams. With 69 branches across the country, our large footprint and decentralized structure allow us to offer our clients a high-touch, relationship-based experience. We stand shoulder-to-shoulder with our clients to provide solutions and expertise that enable them to prosper. Every business owner is on a journey and their success is BBSIs success.

BBSI is experiencing a steady rate of growth and is looking for key employees to complement our existing teams. The Business Development Manager (BDM) will lead sales efforts to identify and develop opportunities to expand BBSI’s client base, driving revenue by identifying prospects with which BBSI can forge a successful, long-term partnership. Because this role represents the BBSI brand to lead sources and prospective clients, the BDM must fully understand BBSI’s solutions and expertise, and be able to identify those prospects that represent ideal partners.

Our ideal candidate is organized, self-motivated, dynamic, process-driven, and a community collaborator who will grow and expand BBSI’s ability to support small business by offering a range of solutions to help business leaders better navigate pitfalls and build a stronger foundation for companies.

The BDM will present BBSI’s knowledge and offerings and the value those offerings represent to our clients. The BDM will develop business by marketing through BBSI’s channels including client referrals, business associates, direct selling, and other lead sources to identify potential client partners.

• Are you a driven, success-oriented sales professional?
• Are you ready to partner with a company where you have residual earning potential?
• Do you know how to build multiple distribution channels and a business community that will continuously attract and retain strong referral partner relationships?
• Are you able to lead a team through the process of identifying potential clients, follow a thorough discover process with prospects, conduct proposal meetings, close sales, and successfully grow our client base?
• Are you looking to work with an innovative field-focused organization?
• Would you like to work with a strong team of professionals who offer a team-based sales approach and deliver business management solutions?
• Do you have 3+ years of ever-increasing responsibility and commissions, and think like an entrepreneur?

Duties and Responsibilities:

• Find, engage, and close new client prospects
• Build a channel of referral partner relationships that effectively generates qualified leads
• In the first year thoroughly understand BBSI’s ideal client base and business development best practices.
• Your primary role will be to develop new business by conducting 5+ business development meetings (leads) per week to build a referral partnership network.
• Through consultative-selling, focusing on the value rather than price, you will successfully align prospective clients with our business units to determine best-fit.
• You will need to manage/coordinate/schedule initial contacts, sales calls, client meetings, and business units schedules with the business unit team.
• Within first 60-90 days be able to successfully create your referral network plan, having identified 20-30 primary referral partnerships to build.
• At the year mark you will have completed training with the Area Manager and team and will be expected to bring on 2-3 new clients a month going forward.
• Outline and execute on a sales plan to meet or exceed sales goals
• Work with branch team to align prospects and move them into closing and onboarding
• Understand BBSI’s target client base, and focuses business development efforts accordingly
• Drive top line revenue for the branch while supporting efforts to effectively manage bottom line
• Comprehend financial concepts; P&L, rate of taxation, labor burden, etc.
• Clearly communicate value and expectations to clients and referral partners
• Strong analytical, negotiating, organizational, and decision-making skills
• Strong time management skills

This position reports to the Area Manager and works in partnership with other positions within the business unit and branch.

Special Requirements:

• 3 + years of experience as a Top Performer in one or more of the following fields, or comparable experience in an industry that requires long term relationship management:
• ASO or Payroll services Sales
• PEO Sales
• Commercial Insurance Sales, with specific knowledge in Workers Compensation
• Bachelor’s degree preferred
• Proven track record of being a top sales performer
• Possession of a valid driver’s license with valid automobile insurance meeting BBSI criteria. Roughly 85% of time requires automobile travel – primarily local, with some overnight.

Salary and Other Compensation:

The starting salary range for this position is $100,000-110,000 annually. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications and other qualifications of the candidate.

This position is also eligible for incentive pay in accordance with the terms of the Company’s plan.

Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program.

Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually.

Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit.

If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. Please apply via this posting and not by contacting our local or corporate offices.

Click here to review the BBSI Privacy Policy: “California applicants: to see how we protect your data, visit our website at ”

Job description:

Great Opportunity for a Staffing Area Director! Great salary and benefits package! This is an in person and location(s) position covering areas in New Jersey, Maryland, and Pennsylvania. We are looking for individuals with a strong staffing industry (working directly with staffing companies) experience and distribution/warehouse experience.

Individuals with heavy client facing account communication/interaction and problem-solving experience are ideal for this role. Strong technical skills in MS Office, Excel, Apps, and ability to adapt to ATS systems, write and communicate reports etc. Great communication skills, ability to travel within the area and focused on visibility and onsite support within the client locations. Need a strong decision maker and execute well on operations and client needs, able to work well as an independent leader, and team player. Development of teams within the areas, including main point of contact leader at each location as well. Need to have some staffing operational experience but also open to other backgrounds that have been heavy in face-to-face client and account management. High energy, focused, organized, and professional individual with staffing, client/account along with good technical skills is the priority. Looking for individuals that are mid-career and looking for progression. Bilingual skills are a plus! APPLY TODAY!

Job Details:

Area Director

* $120k - $130k Annual Salary

* Responsible for client locations within the New Jersey, Maryland, and PA surrounding areas

* Great company and opportunities for growth!

* Competitive salary and benefits including Medical/Dental/401k and 401k match!

Job Description

SUMMARY: The Area Director is responsible for maximizing the sales revenue and profits for multiple existing client locations within the MD/PA/NJ area. The Area Director will provide strategic direction and leadership to sales and operation teams to drive business development, recruitment, and increased profitability and market share with current customers. This is a hands-on and in person management position which will require travel to multiple client locations

ESSENTIAL FUNCTIONS:

• Evaluates businesses and recruiting opportunities and develops and implements recruiting programs (if and as needed to support local teams)
• Develops and executes operational plans and programs, both short and long term, to support sales, revenue and growth objectives of the Company
• Trains and develops team (Onsites/Staffing Specialists/Onboarding Specialists/Account Managers) for succession planning or overall development for growth.
• Accountable for revenue growth and area profitability management
• Prepares and manages office budgets, P&L responsibilities, administers expense control programs and approves employee expenses
• Maintains control of pricing, contracts and proposals to ensure sales, gross margin and profit objectives are met
• Recruits, hires and trains staff and provides developmental and career opportunities for staff
• Identifies, pursues and develops new accounts through awareness of the local market, competitor activities and community growth plans
• Explores all existing and new clients to determine where business expansion opportunities exist.
• Establishes and maintains rapport with key clients and acts as a key member of the sales team on large accounts and new client prospects
• Surveys clients regarding perception of service and emphasizes quality and service to identify opportunities to further grow existing accounts
• Ensures compliance with office procedures and all State, Federal, and local laws and regulations
• Communicates the business direction, changes in policy and procedure, and other information to all offices
• Makes client service calls to assigned accounts to communicate new services and assists in planning for staffing requirements
• Maintains appropriate documentation regarding personnel performance

QUALIFICATIONS:

• 5+ years proven and successful direct sales and P&L experience preferably within the staffing and service industry
• Experience in a high pressure, customer service-oriented environment
• 2+ years managing multiple operating units with indirect supervisory responsibility required, preferably in the staffing industry
• Strong face-to-face client and account management experience
• Bachelor’s degree strongly preferred; equivalent experience may be acceptable

Job Description

• Strong communication (verbal and written) and interpersonal skills necessary
• Must maintain highly sensitive and confidential information
• Must demonstrate ability to work independently, multi-task and possess strong organizational skills
• Demonstrates flexibility, openness, respect and sensitivity in dealing with others
• Maturity, judgment, and consultative ability to interact effectively with employees at all levels of the company and clients
• Strong customer service skills and growth selling skills required
• Ability to build morale and group commitments to goals and objectives
• Must be a decisive individual who possesses a "big picture" perspective
• Strong computer skills (Microsoft Word, Excel, PowerPoint, Outlook, Apps, ATS etc)

Immediate Need Opportunity! Join a stable, established, and recognized company on the cutting edge of staffing solutions for their clients! We have a great story to tell, and need individuals to share our story, work on improving standards, finessing relationships, and through those efforts, increasing revenues. APPLY TODAY for IMMEDIATE consideration!

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• 401k
• 401k Match

Work Location: In person (3 days onsite at client locations, up to 2 days working remotely)

At The Gunter Group, we are a people-first management consulting firm and proud 20-time workplace award winner. We build trusted partnerships with our clients to deliver practical solutions and lasting impact at the intersection of strategy, execution, people, and technology. We show up ready to roll up our sleeves, solve complex problems, and make a real difference together.

Achieving business results for our clients in various types of engagements within a variety of industries.

Delivering high quality work to our clients within one or more of our service offerings of execution, technology, people, and strategy.

Being part of a collaborative, values-based firm that has a reputation for great work and satisfied clients.

Executing and delivering high quality outcomes for clients.

Embracing unstructured work to seek and find structured solutions, utilizing tool kits and best practices to execute and deliver outcomes for clients, while expanding and building upon previous skill sets.

Client stakeholders ranging from individual contributors to senior executives.

A collaborative team of consultants that deliver outstanding client service.

TGG partners, principals, account leaders, managers, and staff supporting you to excel within client projects and to achieve your professional development goals.

Minimum of 4 years of experience in consulting or a related field, demonstrating a strong foundation in exceptional leadership capabilities, problem-solving skills, and proven project delivery.

Delivered tangible results in technology environments.

A fundamental and demonstrable understanding of project management, business analysis, change management, and/or process improvement methodologies used in business settings.

Consistently demonstrated the ability to bring structure to complex, unstructured environments.

Collaboratively developed effective problem statements with clients to capture root causes of business opportunities.

Focused intent to build strong consensus and to partner with stakeholders to find legitimate paths forward.

Serve as liaison between multiple stakeholder groups and third-party vendors, to understand current state and future state processes.

Conduct training needs assessment and identify processes and skill gaps that need to be addressed.

Design, prepare and deploy training aids, materials and sessions.

Demonstrated strong presentation, facilitation, and communication (written and verbal) skills.

You are potentially available to travel for consulting engagements to all the markets we serve.

The well-being of our team is our top priority. That's why we proudly offer a comprehensive suite of competitive health benefits, along with additional options such as medical, dental, vision, wellness programs, flexible PTO, professional development and work-from-home stipends, team offsites, social events, and volunteering opportunities.

Salaries vary and are dependent on considerations such as: experience and specific skills/certifications. The base plus target bonus total compensation range for this role is $95,000 to $125,000. Additional compensation beyond this range is available as a result of leadership and business development opportunities. Salary details are discussed openly during the hiring process.

TGG is headquartered in Portland, Oregon, and has team members living in various locations across the United States. Our clients' onsite and travel requirements varysome may require daily onsite visits, while others might be monthly, quarterly, or as needed. We serve clients across diverse industries, including Fortune 100 companies, retail, apparel, government, education, and insurance. Because of this, our consultants must be adaptable, with the ability to travel and work both remotely and onsite. Each engagement has unique conditions, and we work collaboratively with both our client and team members regarding onsite and travel requirements.

Vision: A world where our clients, consultants and communities achieve excellence, realize their full potential, and thrive.

Mission: We help our clients get things done by delivering practical, effective, and relationship centered business consulting services. In doing so we help to maximize potential for our clients, our consultants, and our communities.

Belonging: From our beginning, TGG has been deeply committed to honoring the dignity inherent to every individual we interact with. We see our team members, potential team members, and our clients as completely distinct individuals with unique backgrounds, experiences, and perspectives.

We are committed to cultivating an engaging and fair culture with an authentic sense of belonging for every TGG team member. This results in a community based on mutual respect, shared values, and equal opportunities. We require that every TGGer be committed to upholding an inclusive culture where all team members are valued and respected.

Our work and interactions are guided by our non-negotiable values, which include integrity, curiosity, emotional intelligence, confidence, the ability to thrive in ambiguity, and collaboration in all that we do. We are passionate about loving what we do, thriving in a high-performing team, and holding ourselves to a rigorous standard of excellence. We welcome all individuals who share these same values and dedication to our craft.

If you think this role is the right fit, please submit your resume and cover letter so we can learn more about you.

The Gunter Group LLC is an equal opportunity employer.

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.

At Challenge Unlimited, our vision is to become a national leader in providing employment services to people with disabilities that empower them to reach their full potential. We intentionally provide opportunities for individuals with disabilities which will assist them to live, work, and participate in the community.

Challenge Unlimited is driven by its core values: community, helpfulness, abilities, leadership, learning, ethics, innovation, growth, and effective outcomes. It is these values that have powered Challenge Unlimited to its success and has helped over 600 disabled individuals find meaningful work across all of our locations.

Reporting to the Fleet and Facilities Manager, the Driver (Bus or Van) is responsible for transportation services which provide people who have different abilities opportunities to work with integrated teams and receive work support as needed achieving the highest level of independence possible.

Transports clients safely to and from the Company Skills Training Center and/or residential homes for work and special events utilizing company vehicles which may include shuttle buses, vans or cars. Assists clients entering and leaving the vehicle. Inspects, fuels, and cleans the vehicle, and submit receipts, logs, and reports.

Pay Rate: $20.50 per hour

Shift: PRN: on call as needed, 6:00- 10:30am &/or 1:00pm-4:30pm

Location: Swansea, IL

Must have a valid driver's license

Key Responsibilities:

1. Client Relations: Promote a culture of person-centered services that advances the Company's mission to provide quality care and services in a community-based setting to individuals with disabilities. Ensure a high rate of client satisfaction by treating clients with dignity and respect. Ensure the health and safety needs of all clients are met during transportation to/from designated sites.

2. Client Transportation: Assist clients with entering and exiting the vehicle as needed and secure wheelchair safety fasteners. Transport clients utilizing company vehicles in a safe and professional manner along to assigned route. Make every effort to be on time while ensuring safety. Obey all traffic laws and transportation practices per the department's policies and practices. Drive clients and staff to special events as assigned.

3. Administrative Support: Job Description Driver Shuttle Bus/Van Refuel and clean the bus inside and out daily. Complete daily mileage/rider pickup reports for vehicle(s) driven and forward reports and gas receipts to Manager. Conduct vehicle pre?trip and post trip inspections to ensure client and staff safety; document findings and notify supervisor of any maintenance, insurance, or license registration needs.

4. Communication: Notify the proper authority in cases of mechanical failure, safety deficiencies, when off schedule, or other incidents. Coordinate with site managers/staff regarding client behavior or needs requiring additional follow-up, resolving issues as they arise. Attend and participate in department meetings and training as scheduled. Report all accidents immediately, requesting police or ambulance service as needed; assist injured persons until services arrive; and complete required accident reports. Maintain a professional, positive image and attitude.

5. General: Assist with collecting vehicle information for grant tracking if/as needed. Assist Transportation Manager or Transportation Lead with related duties as assigned. Maintain all required licensing and training such as valid driver's license, DOT physical and drug screening as needed, DOT required trainings.

Position Qualifications:

Education: High School Diploma or G.E.D.

Experience: 1+ years of driving a bus or van preferred.

Certifications or Licenses:

Pass Company-provided training certification for First Aid, CPR, CPI (Crisis Prevention Institute) within 4 months and maintain valid certification during employment.

Pre-employment Tests or Other Criteria: Physical Capacity Test, Drug Test.

Computer Skills: Basic skill level with Microsoft Word, Excel, and Outlook.

Background Checks:

Must pass criminal background check.

Must pass various State and Federal registry checks.

Must pass DCFS Abuse and Neglect Tracking System check.

Must pass driving history check and Company policy criteria, maintain valid driver's license and be 25 or older to drive.

Driving: Use of personal insured vehicle for Company related travel is not required.

Physical Demands:

Sitting: Frequently sitting in the normal course of driving vehicles.

Standing: Occasionally standing, walking, bending, squatting, reaching, and twisting assist with inspections, assisting clients getting on and off the vehicle.

Hearing, Speaking: Frequently listening to and speaking with managers, staff, and clients to communicate about requests, training needs and other concerns.

Seeing: Continually visually alert to drive bus or van, to monitor client actions, to maintain safety, and to read and write or enter data.

Handling: Frequently using hands in driving, writing, typing, loading, unloading fastening safety belts.

Movement: Kneeling required to perform CPR practice sessions, complete skills testing and use as required. Occasionally bending, reaching, and twisting including the ability to complete wheelchair tiedowns; occasionally climbing stairs and/or ladders squatting.

Lifting: May need to lift or carry up to 50 lbs. to assist a client to their feet from a lying or sitting position, to help with walking or for the Client to change positions.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or protected veteran status.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts helping clients achieve their financial goals.

• Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
• Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
• Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, , and ATMs can help them with their banking needs whenever, wherever, and however they want.
• Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions introducing them to our team of experts to help achieve their financial goals.
• Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.

• Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment.
• Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients.
• Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs.
• Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience.
• Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity.
• Ability to quickly and accurately learn products, services, and procedures.
• Client service experience or comparable experience.
• High school diploma or GED equivalent.

• Strong desire and ability to influence, educate, and connect customers to technology solutions.
• Cash handling experience.

Planetree, a global non-profit organization working to humanize the healthcare experience, is growing and requires a Person-Centered Care (PCC) Consultant, Americas to join our highly engaged consulting team, charged with turning \"concept into reality\" by partnering with healthcare organizations around the world to implement evidenced-based, PCC practices. Our PCC Consultants work alongside client teams, \"rolling up their sleeves\" to identify, implement, and sustain PCC improvement opportunities and drive cultural transformation in complex operating environments. Our consultants wear many \"hats\": trainer, facilitator, coach, champion, data analyst, advocate, listener, and communicator (from board room to bedside). This is an ideal opportunity for someone who thrives in a fast-paced, client-facing role and wants to engage with organizations worldwide to advance a compassionate, person-centered vision for healthcare.

PCC Consultants apply their deep understanding of the global healthcare landscape including industry trends and key challenges and priorities to meet client needs. They own the day-to-day client relationship and partner to implement person-centered care practices. They work cross-functionally with internal team members to identify new opportunities to address client challenges, ensure solutions are implemented on time, and align with the client's PCC strategy. Consultants will proactively leverage best practices, proactive coaching, and relationship management to support client success.

The ideal candidate will have prior experience implementing Planetree's evidence-based framework for person-centered care and/or deep experience implementing PCC practices within a complex healthcare environment.

Responsibilities

Client Service Delivery

• Coach and support staff at client healthcare organizations to implement Planetree's PCC Framework according to the Planetree Method. This includes but is not limited to presentations, workshop facilitation, conducting assessments, and providing both oral and written reports and recommendations.
• Provide daily oversight and management of assigned client relationships and projects, supporting effective implementation of Planetree contracted programs and services.
• Demonstrate an understanding of the complex challenges facing healthcare organizations and how Planetree programs align with improvement/transformation activities.
• Cultivate relationships with assigned clients and engage with them as active partners, embodying Planetree's \"roll up your sleeves\" approach to partnership and service.
• Serve as a trusted advisor and confidante to senior leaders at client organizations, enabling and promoting positive organizational change.
• Understand, implement, and teach process improvement methodologies.
• Actively and curiously engage in continuous learning related to the evolution of person-centered care.
• Demonstrate an ability to consolidate large datasets into distilled themes and recommendations, including an understanding of relationships between qualitative and quantitative data.
• Independently manage travel to both domestic and international locations.

Product & Content Management

• Complete required training and maintain competency in all Planetree products and services.
• Seek feedback and review evaluation data to support continuous improvement in service delivery.
• Deliver services and content with high fidelity according to internal guidelines.
• Continuously evolve and improve Planetree tools and resources to advance PCC and organizational mission.
• Contribute to the development of curricula, plans of engagement, and assessment tools to support the needs of healthcare organizations.

Business Development & Marketing

• Collaborate with sales teams as required for complex proposals, client requirements, and requests for proposals.
• Prepare presentations and speak at conferences to represent Planetree and its services as required.
• Contribute to Planetree thought leadership through webinars, case studies, outreach.

Teamwork & Culture

• Live and uphold the Planetree Mission, Vision, and Values in all interactions with colleagues, partners, and clients.
• Be a reliable, kind colleague and partner in delivering high-quality programs and services to advance Planetree's mission.
• Demonstrate and convey compassion and empathy, partnership and collaboration and humility and openness.
• Be willing to give and receive constructive, just-in-time feedback.
• Contribute to Planetree's organizational learning and development by bringing field experiences and insights back to the team to drive innovation.
• Complete mandatory training as required.

Data & Billing

• Manage and update all client information in Salesforce.
• Track billable hours for client work to maintain accurate invoicing.
• Ensure minimum billing targets are achieved based on client delivery obligations.
• Manage budgets and contract spend-down for client engagements and conduct follow-up on accounts receivable as required with the Finance team.

Critical Skills

• Direct, hands-on experience implementing PCC or related practices or improvement programs within a complex healthcare organization.
• Demonstrated interest in driving positive change in healthcare.
• Comfortable engaging in professional communication (written, oral, non-verbal) with individuals from a variety of backgrounds and cultures.
• Able to manage multiple projects with competing priorities and timelines and deliver high-caliber work on time and budget.
• Flexible and able to adapt to various situations and conditions.

Minimum Competencies

Performance Evaluation

Performance objectives will be established at the beginning of the team member's period of employment. These objectives will be discussed and agreed with the team member's direct line manager. This will form the team members' Development & Performance Plan for the year.

Performance will be evaluated by:

• Feedback on work achievements and issues through ongoing discussions and performance evaluations
• Periodic external member/partner feedback on services provided
• Performance indicators for systems relating to the delivery of Planetree products and services
• Performance indicators for critical areas of responsibility

Diversity Statement

Planetree is a non-profit 501 (c) 3 organization. We work in over 35 countries and value diversity in our work and workplace. In our work, we promote respect, inclusion, and compassion towards all stakeholders in the healthcare enterprise. We encourage qualified candidates of any race, religion, creed, or orientation to join our mission-driven team.

Additional Information

All positions at Planetree require an applicant who has accepted an offer to undergo a background check. The specific checks are based on the nature of the position. Background checks may include some or all the following: SSN/SIN validation, education verification, employment verification, criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test. By applying for a position with Planetree, you understand that you will be required to undergo a background check should you be made an offer. You also understand that the offer is contingent upon successful completion of the background check and results consistent with Planetree's employment policies. You will be notified during the hiring process which checks are required for the position.

Pay Transparency Non-Discrimination Notice Planetree 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

Acorn Health is an Applied Behavioral Analysis (ABA) treatment provider dedicated to providing the best quality care for our clients. We aim to continually establish best-in-class standards in integrity and quality for not only ourselves, but also in the field of ABA. We work courageously and with accountability to focus on the individuality of each child, collaborate with client families, and generate permanence in client outcomes. We strive to hire and to invest in our greatest asset - our employees, who are the heart of Acorn Health.

Acorn Health is an Applied Behavioral Analysis (ABA) treatment provider dedicated to providing the best quality care for our clients. We aim to continually establish best-in-class standards in integrity and quality for not only ourselves, but also in the field of ABA. We work courageously and with accountability to focus on the individuality of each child, collaborate with client families, and generate permanence in client outcomes. We strive to hire and to invest in our greatest asset - our employees, who are the heart of Acorn Health. Every day, and every interaction, we strive to demonstrate our Five Core Values:

• Authenticity: We present our true, consistent selves. Everyone hungers for genuine connections.
• Accountability: We keep our promises and can be trusted with the life and future of a child.
• Teamwork: The best outcomes are produced by people who collaborate with enthusiasm.
• Growth: We know the needs of children and their families are unique and ever-changing.
• Hustle: In autism care and treatment, time is always of the essence. We do things now.

You'll have the opportunity to work in a team-oriented environment and engage in a wide range of activities, focused on providing behavior analytic assessment and treatment services in our clinical centers, at client homes, and/or in community settings.

• Responsible for driving the execution of key service, quality, and growth initiatives
• Manage or assist in managing the day-to-day operations of all services, including staff and client scheduling
• Execute clinical policies and procedures
• Promote a therapeutic environment for all clients, ensuring client input is fully considered when developing and carrying out treatment plans
• Provide clinical management and oversight to a team of BCBAs, BCaBAs, and RBTs
• Problem solve issues with supervisees when insufficient progress toward client goals/outcomes is observed via a review of relevant behavioral data
• Conduct staff and caregiver trainings
• Regularly reference behavior analytic literature and attend relevant conference and workshops in order to best inform evidence-based treatment
• Complete annual performance evaluations for all BCBAs, BCaBAs, and ABA Supervisors to determine potential for improvement and ensure treatment integrity
• Pinpoint performances that allow supervisees to achieve measurable outcomes valuable to the client
• Maintain a reduced clinical caseload, involving direct assessment and treatment of clients
• Participate actively in hiring process of behavior technicians, BCBAs, BCaBAs, and ABA Supervisors
• Handle sensitive employee relations issues with integrity, either individually or with the assistance of Human Resources
• Communicate with Acorn Health administrative teams including Admissions, Payroll, Finance, Billing, and Human Resources to assist in staff and client records management and payer relationships
• Attend meetings as required by the Regional Clinical Director

• Paid Parental Leave
• Retirement Plan
• Incentive Bonus
• Medical, dental, and vision insurance
• Paid time off and paid holidays
• Life insurance, short and long-term disability
• CEU opportunities
• Professional development funds
• Career development opportunities, including Acorn's Leadership Development Institute
• Opportunities to collaborate with and learn from our Clinical Advisory Board led by Dr. Greg Hanley
• Positive and collaborative environment
• Balanced caseloads and flexible work environment

Talent Code - JUL1 Apply today to join our growing team! Your positive impact on our clients and their families will be significant, and you will expand your knowledge and expertise ready to take on additional challenges and further grow your career.

• Possess a minimum of a master's degree in Applied Behavior Analysis (ABA) or a related field
• Board Certified Behavior Analyst (BCBA) in good standing with the Behavior Analyst Certification Board (BACB) preferred
• Must have a minimum of 3 year's experience practicing as a BCBA

• Experience serving in a leadership/management role for an ABA provider preferred
• Experience managing teams, projects, and meetings highly preferred
• Experience working with multiple funding sources preferred
• A history of work with children, adolescents, young adults, and/or families both in clinical settings and in the client homes is essential. Specific training/experience in developmental disabilities and Autism Spectrum Disorders is highly preferred.
• Proficiency with ABA Data Collection and Practice Management systems such as Central Reach highly preferred

• Must be able to communicate effectively, professionally, and openly both verbally and in writing
• Must demonstrate strong organizational skills, be detail oriented, and demonstrate an ability to maintain confidential records, prepare reports, and reliably develop timely correspondence related to work according to agency standards
• Must have the ability to work independently
• Flexible schedule, but must be able to work irregular hours when necessary to include some weekends
• Must meet the physical requirements of the position, to include lifting of clients, packages, or equipment, accessing non-barrier free premises, and utilizing physical management techniques when necessary
• Must have reliable transportation, a valid driver's license, and satisfactory driving record
• Able to pass criminal background check

The above statements are intended to describe the general nature and level of work being performed by employees in this classification.

Acorn Health is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, citizenship or immigration status, veteran status, genetic information, height, weight, hair or hairstyle, familial status, marital status, or any other protected status covered by applicable federal, state, or local law.

Job ID: 410475

Practice area:- Estate & Tax Planning

Estate & Tax Planning Associate Attorney (2–5 Years Experience) – Partner-Track Law Firm | Sudbury, Massachusetts

Keywords:- Estate & Tax Planning Attorney, Estate Planning Associate Attorney, Trust and Estates Attorney, Estate Planning Lawyer, Probate and Estate Planning Attorney, Sudbury legal jobs, Massachusetts attorney jobs, MA Bar required, Law firm estate planning associate, Partner-track position,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A respected and growing law firm is seeking an Estate & Tax Planning Associate Attorney (2–5 years experience) to join its client-focused estate planning practice in Sudbury, Massachusetts. This Estate & Tax Planning Attorney opportunity offers the chance to work closely with families and individuals to design comprehensive wealth transfer strategies while building long-term client relationships.

This partner-track position provides hands-on exposure to estate planning matters, including drafting sophisticated estate planning instruments and advising clients on complex family and tax considerations. Attorneys in this role benefit from a collaborative environment that values mentorship, community engagement, and long-term professional development.

Professionals seeking Sudbury legal jobs with meaningful client interaction and strategic planning responsibilities will find this Estate & Tax Planning Attorney role both rewarding and growth-oriented. This opportunity is actively interviewing candidates.

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Key Responsibilities

• Lead initial consultations with clients to understand family goals, assets, and estate planning priorities.

• Design customized estate plans, including drafting wills, trusts, and related estate planning documents.

• Provide clear guidance to clients on estate, tax, and probate considerations.

• Serve as a trusted advisor throughout the estate planning process.

• Review completed plans with clients to ensure clarity and full understanding of legal strategies.

• Collaborate with paralegals and administrative staff to prepare estate planning documents efficiently.

• Manage estate planning matters from consultation through execution and completion.

• Oversee signing ceremonies to ensure proper execution of legal documents.

• Maintain accurate client files and communication records.

• Build relationships with referral partners and community contacts.

• Participate in firm meetings and community outreach initiatives.

• Conduct legal research to remain current on estate planning and tax law developments.

• Provide status updates to the managing attorney on ongoing matters.

• Contribute ideas and improvements to enhance estate planning workflows and client service.

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Qualifications

• Juris Doctor (JD) from an accredited law school.

• Active Massachusetts Bar required or eligibility for admission.

• 2–5 years of experience practicing as an Estate & Tax Planning Attorney or estate planning associate.

• Experience drafting wills, trusts, and related estate planning documents.

• Knowledge of probate and estate administration principles.

• Strong written and verbal communication skills.

• Ability to explain complex legal strategies clearly to clients.

• Strong interpersonal and relationship-building skills.

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Education

• Juris Doctor (JD) from an accredited law school.

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Certifications

• Active admission to the state bar.

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Skills

• Ability to build strong rapport with clients and referral partners.

• Strong listening and analytical questioning skills.

• Ability to explain complex estate planning strategies in accessible terms.

• Confidence in direct client interaction.

• Ability to thrive in a small, collaborative, fast-paced legal environment.

• Professional, client-focused, and relationship-driven demeanor.

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Culture & Firm Appeal

This opportunity is with a respected law firm known for providing personalized estate planning services to individuals and families. The firm emphasizes strong client relationships, community involvement, and thoughtful legal strategies that protect generational wealth.

Attorneys benefit from a collaborative environment with meaningful mentorship and the opportunity to develop deep client relationships. The practice is known for balancing sophisticated legal work with a supportive culture that values both professional growth and client impact.

For professionals searching for Sudbury legal jobs, this role offers the chance to work closely with clients while developing expertise in estate planning strategies. This Estate & Tax Planning Attorney role also provides the potential for long-term advancement within the practice.

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Why This Role Is Unique

• Direct client interaction and meaningful advisory work.

• Opportunity to manage estate planning matters from consultation through execution.

• Strong mentorship and collaborative firm culture.

• Opportunity to build long-term relationships with clients and referral sources.

• Partner-track position with long-term growth potential.

• Ideal opportunity for attorneys seeking to expand their estate planning practice in a community-oriented environment.

This position rarely opens at this level and offers an excellent opportunity for attorneys seeking Estate & Tax Planning Attorney roles in Sudbury legal jobs.

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Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

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BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

CLSSD, located in the Kearny Mesa area of San Diego, is seeking a Full-Time Staff Attorney position. The Attorney is responsible for representing clients who range between the ages of 0-21 years old who are dependents of the juvenile courts in San Diego County. For children and youth under age 18, CLSSD Attorneys serve as their attorney and Guardian Ad Litem. Attorneys are required to comply with CLSSD's visitation policies, which often require Attorneys to travel to visit their clients. The Attorney may be required to appear on cases in any of the courtrooms throughout San Diego County.

The primary duties of the Attorney include, but are not limited to:

• Assess the critical legal issues of each assigned client through each phase of the Juvenile Dependency System and advocate for each client's position and needs at every hearing by:

• Communicating and consulting with clients in an age appropriate manner to determine their position/wishes and assessing their best interest to include a clear understanding of their ethnic, cultural and social backgrounds;
• Assertively and persuasively working with attorneys, caregivers, CASAs, social workers and the court;
• Independently investigating the allegations of dependency petitions and other underlying issues affecting our clients, including safety, education, developmental, health, etc.;
• Properly applying dependency and other applicable case law, statutes and court rules;
• Complying with all authority (statute, case law, rules of court, local rules and rules of professional conduct, etc.) which govern the representation of parties in Juvenile Dependency proceedings;
• Using effective trial and courtroom presentation skills;
• Effectively negotiating with other counsel and social workers;
• Using sound case analysis and judgment;
• Effectively applying evidentiary rules and objections;
• Propounding and reviewing discovery;
• Assessing the need for expert witnesses;
• Interviewing witnesses and preparing subpoenas;
• Properly preparing witnesses; and
• Effectively collaborating with other community resources to assure our client's needs are met

2. Demonstrate a thorough knowledge of dependency law and a general knowledge of law in related areas by competently analyzing and applying the law in daily advocacy and practice thus providing thorough, competent and accurate legal advice. Attend required trainings, which may fall outside of regular business hours. Maintain compliance with MCLE requirements.

3.Prepare clear, concise and persuasive motions, pleadings, briefs, and memorandums of law, as well as correspondence and reports as needed by thoroughly and appropriately researching applicable law. Submit/send/file documents in a timely manner.

4.Effectively engage available resources and actively seek out new resources to properly represent and advocate for our clients' bests interests, including but not limited to:

• Caregivers, including group home staff;
• Medical providers;
• Mental health professionals;
• Educational resources;
• Community based services providers, such as Voices for Children, Regional Center, The San Diego LGBTQ Center, Cultural Broker Program, etc.; Other legal experts or consultants;
• Public Defenders, District Attorney's and Probation Officers in Delinquency Court.

5.Develop professional relationships with and provide sound advice to clients through the use of frequent age and language appropriate communications that adhere to ethical standards. Follow up on client requests and court orders to ensure that clients receive appropriate services in a timely manner.

6.Maintain professional effective working relationships with bench officers, courtroom personnel, social workers, caregivers, attorneys, CASAs and service providers.

7.Treat clients, clients' caregivers and family members from diverse backgrounds with respect and cultural humility.

8.Contribute to a culture of race equity and inclusion, and ensure cultural, sexual orientation and gender identity and expression (SOGIE,) religious and racial awareness and sensitivity.

9.Maintain professional relationships with all CLS coworkers.

10.Effectively manage his/her caseload by:

• Opening and closing files in a timely manner;
• Interviewing/communicating with clients prior to each and every hearing
• Accurately completing all appropriate office reports in a timely manner, including time sheets, case counts, mileage reports, time sheets, and conflict reports;
• Maintaining files in an orderly manner according to office policy;
• Writing legibly;
• Updating JCATs daily with relevant work product notes for accuracy of the client file as well as inputting time spent on activities for purposes of billing;
• Properly documenting court proceedings, contacts and case developments;
• Maintaining an accurate calendar of upcoming hearings for each case;
• Conducting client visits in accordance with firm policy, including at resource family homes, group homes and juvenile hall;
• Assessing whether writs/appeals are needed and either associating counsel or preparing briefs to join another party's position;
• Submitting requests for investigation as needed;
• Assessing conflicts upon appointment/detention and throughout case. Upon declaring an actual conflict, preparing case for transfer, when approved by firm's managing attorney;
• Reporting possible administrative or judicial proceedings that may be needed for a client beyond the scope of the juvenile proceedings; and
• Conducting research or attend education sessions to nurture cultural competency.

Qualifications:

• Juris Doctor Degree and a member in good standing of the State Bar Association of California.
• Prior experience in juvenile law or trial experience required.
• Certification in Juvenile Dependency required upon hiring.
• A valid California driver's license, reliable automobile, automobile insurance as required by California law, is required at all times while working for Children's Legal Services.
• Ability to communicate, or desire for continuing education, in a trauma-informed and culturally appropriate manner with persons of diverse backgrounds, including race, ethnicity, SOGIE, socioeconomic status, culture, etc.

Pay: $86,000.00 - $130,000.00 per year

Children's Legal Services of San Diego, Inc. is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, marital status, national origin, ancestry, disability, medical condition, age, or gender identity, or any other characteristic protected by law.