Cm Process Solutions Llc Jobs in Usa
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Onsite Monday-Thursday, Remote Fridays. About 25% travel
Our company is expanding our Data Center Build & Critical Environment practice, and we’re looking for a Data Center/Construction Solution Architect who can bridge the gap between business needs and physical data center realization.
In this role, you will architect services to produce high availability, high density, and construction-ready solutions across power, cooling, white space, and life-safety systems. You’ll guide clients through complex infrastructure decisions, lead technical scope development, partner with engineering and construction teams, and ensure the services you design perform as intended through commissioning and handover.
If you enjoy shaping mission critical environments, influencing system topologies, and pushing data center capabilities forward—this is the role.
Requirements:
•Bachelor’s or Master’s degree in Mechanical or Electrical Engineering, Industrial Engineering, or Construction Management.
•5+ years in data center design, mission critical construction, critical facilities engineering, or commissioning, preferably in hyperscale or colocation data centers.
•Strong understanding of UPS systems, switchgear, generators, chilled water/DX cooling, containment, fire & life safety, and high density/GPU cooling trends.
•Familiarity with Tier standards, TIA 942, ASHRAE TC 9.9, NFPA codes, and data center design and operational best practices.
•Ability to develop and defend CAPEX/OPEX models, evaluate vendor bids, and write detailed technical SOWs.
- •Skilled at simplifying complex engineering decisions for non-technical leaders and driving alignment across multiple stakeholders.
SteerBridge Strategies is a modern technology company delivering innovative, mission‑focused solutions to the U.S. Government and private sector. Leveraging deep expertise in federal acquisition, digital transformation, and emerging technologies, we deliver agile, commercial‑grade capabilities that accelerate operational effectiveness and drive measurable mission success.
At the core of SteerBridge is our people—especially the veterans whose leadership, problem‑solving mindset, and commitment to excellence elevate every project we support. We don’t simply hire exceptional talent; we cultivate it, creating meaningful career pathways for veterans, military spouses, and professionals who share our passion for advancing technology and strengthening the missions we serve.
As the Senior Solution Advisor for Perioperative Services, you will be a critical subject matter expert and trusted advisor, bridging the gap between the client’s surgical and anesthesia departments and the capabilities of the Oracle Health (Cerner) Millennium EHR. You will guide stakeholders through complex workflow transformations, driving the successful design and adoption of the SurgiNet and Anesthesia Management solutions. Your primary objective is to ensure these solutions improve patient safety, optimize resource utilization (ORs, staff, equipment), and ensure accurate charge capture in the highly complex perioperative environment.
To excel in this senior position, you must have a strong background in perioperative informatics, OR nursing/technology, or clinical applications consulting. You will lead the design of the entire surgical journey, from case scheduling to PACU, and be the go-to expert for the intricate processes of preference card management and supply/implant documentation. You will also oversee the integration of the Anesthesia Information Management System (AIMS) with physiological monitors and anesthesia machines. Your role will involve close collaboration with key stakeholders—including surgeons, anesthesiologists, OR nurses, schedulers, sterile processing directors, and supply chain leaders—to ensure the perioperative suite is safe, efficient, and financially sound.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Life Insurance
- 401(k) Retirement Plan with matching
- Paid Time Off
- Paid Federal Holidays
Key Responsibilities:
Client & Stakeholder Engagement:
Serve as the primary consultant for perioperative leadership on all aspects of the Oracle Health SurgiNet and Anesthesia solutions.
Provide expert support and knowledge transfer on perioperative best practices, including governance for preference cards, block scheduling, and charge capture.
Work directly with client counterparts to facilitate design workshops, review deliverables, and drive consensus on perioperative workflow and build changes.
Solution Design & Workflow Analysis:
Lead the analysis and design of the end-to-end perioperative workflow, including case scheduling, pre-admission testing (PAT), intraoperative nursing and anesthesia documentation, and PACU.
Oversee the design and maintenance strategy for foundational elements like surgical preference cards, resource scheduling (rooms/equipment), and integration with supply chain/inventory management.
Define requirements for the Anesthesia Information Management System (AIMS), including its integration with bedside monitors via CareAware for real-time data flow.
Implementation & Solution Management:
Act as a lead or driver for testing events, including developing and documenting scripts in an Application Lifecycle Management (ALM) tool to validate complex surgical and anesthesia workflows.
Provide expert support for cutover planning, go-live execution, and post-go-live sustainment, including ticket management for perioperative issues.
Assist in the review of training manuals and job aids to ensure they accurately reflect the configured workflows and system design.
Required Qualifications:
Experience: A minimum of 5-7 years of combined experience in perioperative informatics, surgical services leadership, or as an OR nurse/technologist with significant "super user" or implementation experience.
Oracle Health/Cerner Expertise: Direct, hands-on experience with the Oracle Health (Cerner) Millennium platform. Specific expertise in SurgiNet, Anesthesia Management, Preference Card Management, and CareAware is required.
Domain Expertise: Demonstrated expertise in perioperative workflows, sterile processing, preference card management, surgical billing/charging, and resource management.
Communication: Excellent verbal and written communication skills, with the ability to effectively engage with both technical teams and senior clinical/surgical leadership.
Education: Bachelor’s degree in a related field. A clinical background and license (e.g., RN, CST) is strongly preferred.
SteerBridge Strategies is proud to be an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all qualified applicants and employees are treated with respect and dignity—regardless of race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any other characteristic protected by law.
We also provide reasonable accommodations for individuals with disabilities in accordance with applicable laws. If you require assistance during the application process, we encourage you to reach out so we can support your needs.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
SpaceKnow provides transparency to global changes and trends by combining the world's largest collection of satellite imagery with a proprietary artificial intelligence engine. Our vision is to index the physical world and empower users with near-real time large-scale analysis to drive decision making.
We are looking for a Head of Business Development to strengthen our Nowcasting Solutions team, who is passionate about finding new opportunities and winning business.
What We Offer:
- Our compensation package includes highly competitive salary & commission plan
- Ability to work remotely
- Ability to develop within the company and shape our growth strategy
- Manage the whole sales process from the beginning to the end, including qualifying new leads, identifying prospects, creating advocates for our products and constantly assisting them find answers to their key questions by collaborating closely with our research and data product teams.
- Prepare and deliver powerful, persuasive sales presentations and proposals that effectively demonstrate the value proposition of SpaceKnow solutions
- Work closely with the Product and Project Team in delivering current programs, ensuring customer satisfaction and up-sell/cross-sell opportunities
- Contribute to marketing activities (content publishing, contribution to blog and social media management) to strengthen the SpaceKnow brand and generate inbound leads for all SpaceKnow products and services
- Reports to Vice-President, Commercial Solutions
Person Specification:
- Enthusiastic, motivated and conscientious individual eager to work as part of a dynamic, ambitious team
- Understands, wants to learn and communicate about complex technical products
- Competence and proven track record in preparing and delivering impactful presentations and proposals (Office, GSuite)
- Eagerness to build and maintain excellent relationships with colleagues, partners, customers and end users
- Ability to work under pressure and to deadlines, adapting flexibly to bid timeframes and business priorities
- Understanding of marketing and sales tools and principles
- Very good communication skills, both verbal and written
- Some experience selling a new product or service and complex technical products to new customers
- A team player and are motivated by the company's success, not just your own
- Excited about the integration of data into strategic decision making
Joining Spaceknow, you will join a young team of talented and highly motivated people who strive to make an impact on the world but also have fun along the way.
We’re hiring a B2B SaaS Account Executive to drive growth for our AI-powered solutions used by growing and enterprise businesses.
As an Account Executive at Commercient, you’ll own the full sales cycle for our AI automation and chatbot solutions, from prospecting and demos to closing complex B2B SaaS deals. You’ll work directly with customers to understand real business problems and translate cutting-edge AI—LLMs, intelligent automation, and ERP–CRM integrations—into practical, high-impact outcomes. This is a SaaS sales role for someone excited to sell sophisticated AI technology, engage senior stakeholders, and help shape the next generation of AI-driven sales motions.
At Commercient, you’ll own the full sales cycle, working directly with decision-makers to understand business challenges and position high-impact solutions that combine ERP, CRM, and AI capabilities.
Location: Atlanta (Hybrid)/US (remote)
What You’ll Do
As our Sales Representative, you’ll be on the front lines driving our growth:
- Prospect, pitch, and close deals for our AI technology solution such as our chatbot
- Build and nurture strong client relationships with Salesforce, HubSpot, Zoho, etc.
- Represent Commercient at meetings, demos, and events across the US
- Gather insights from the market to help shape our product and sales strategy
- Hit and exceed sales targets while growing your career in a fast-moving company
- Travel to several conferences per year in the US
Who You Are
- Sales hunter with a passion for building relationships and closing deals
- Energetic, ambitious, and motivated by results
- AI enthusiast who likes to learn about AI and stays current with the trends
- Comfortable meeting clients and thriving in a dynamic, less-structured environment
- Bachelor’s degree or equivalent experience in Sales, Business Development, or related fields (optional if you have killer sales results!)
- 3-7 years of experience in SaaS or AI solution sales (ERP, CRM, or automation experience strongly preferred)
- Familiarity with Salesforce, HubSpot, or ERP ecosystems
- Understanding of AI chatbots, RAG systems, or natural language interfaces (bonus if you can explain GPT, embeddings, or vector databases in plain English)
- Consultative, high-EQ selling style with technical curiosity
- Comfortable engaging at C-level and VP-level
- Self-starter with strong pipeline discipline and storytelling ability
- Excited about shaping a next-generation AI sales motion
- Experience with any Chatbot or LLM tech stack: Google Gemini, Google AI Studio, Open AI, Liveperson, Drift chat, Microsoft Copilot, Agents, Agentforce, HubSpot AI, Support desk or Helpdesk AI assistants, Slack AI assistants, etc.
- Comfortable working independently in a remote team environment
- Applicants must have near-native English proficiency. A short written and verbal English evaluation will be part of the selection process.
Not for you if: you dislike rejection or ambitious goals.
Why Join Us?
- Be a key player in our expansion — your impact is direct and visible
- Work closely with founders and an international team
- Learn and grow in a tech-driven, fast-moving environment
- We have an engaging, collaborative culture focused on succeeding together
Compensation & Perks
- Competitive base starting at $55k (based on experience) + commission — uncapped, performance-driven commissions per annual On Target Earnings (OTE)
- Our compensation plan creates a space for you to be in control of what you make. The base is a great start, but uncapped commission is accessible your entire career with us (your base and commission will increase as you grow with the company).
- Comprehensive Benefits Package
- 401k program with generous company match
- PTO
- Hybrid role based in Atlanta, GA with fully remote option for US-based candidates
About Commercient
Commercient helps growing companies streamline Sales, Marketing, and Customer Service by seamlessly connecting ERP and CRM systems through our AI-driven integration platform. Over 50,000 users rely on Commercient SYNC daily to automate key business processes—sales, billing, invoicing, and payments—across top CRMs like Salesforce, HubSpot, and Microsoft Dynamics. We’re an innovative, global SaaS company with 20+ years of experience and customers in 1,000+ organizations worldwide.
Why Work With Us
- Work remotely with a diverse, supportive, and fun global team
- Be part of an innovative company that embraces cutting-edge technology
- Enjoy learning and development opportunities to grow your career
- Flexible work-life balance and an environment where ideas thrive
Ready to join an innovative team building the world’s leading ERP–CRM integration platform? Apply today and grow your career with Commercient.
Remote working/work at home options are available for this role.
Business Solutions Manager Overview:
This role focuses on opportunity intake, portfolio transparency, resource coordination, and executive reporting, ensuring leadership has the insights needed to make informed decisions.
By strengthening portfolio systems, financial visibility, and governance readiness, the BSM helps create the structure and clarity that enables delivery teams to operate efficiently and successfully.
Key Responsibilities
Portfolio & Opportunity Management
- Lead early-stage opportunity intake and evaluation, including development and review of Initial Project Assessments (IPAs).
- Manage and maintain opportunity and demand data within enterprise portfolio management tools (e.g., Clarity or similar PPM platforms).
- Coordinate the development of Rough Order of Magnitude (ROM) estimates in partnership with business and delivery stakeholders.
- Maintain portfolio-level visibility across initiatives, demand, and capacity to support strategic planning and prioritization.
Financial & Resource Management
- Coordinate project manager and business analyst resource requests in collaboration with Enterprise PMO teams.
- Perform portfolio-level financial analysis, including forecasting, budget tracking, and funding scenario modeling.
- Support annual planning cycles, mid-year cost reviews, and year-end financial close activities.
- Provide financial insights that inform prioritization decisions, trade-offs, and change control discussions.
Reporting & Governance
- Develop and maintain executive-level reporting, including Agile and portfolio performance dashboards.
- Ensure initiatives meet governance readiness standards prior to entering approval or decision forums.
- Partner with stakeholders to improve data quality, transparency, and consistency across portfolio reporting tools.
- Facilitate portfolio governance meetings and support executive decision-making forums.
Stakeholder Collaboration
- Serve as a key liaison between business leaders, Business Solution Partners, Enterprise PMO, and delivery teams.
- Provide guidance on prioritization, funding strategies, resource allocation, and portfolio impacts.
- Promote consistent adoption of enterprise portfolio management and governance practices.
Required Qualifications
- Bachelor’s degree in Business, Finance, Information Systems, or a related field, or equivalent professional experience.
- Experience in portfolio management, PMO operations, financial analysis, or enterprise program delivery environments.
- Strong analytical skills with the ability to translate complex data into clear, executive-level insights.
- Experience with portfolio management or financial tracking tools (e.g., Clarity or other PPM platforms).
- Demonstrated ability to build relationships and influence stakeholders without direct authority.
Preferred Qualifications
- Experience within healthcare, insurance, or other highly regulated enterprise environments.
- Familiarity with Agile delivery frameworks and portfolio reporting practices.
- Prior experience supporting enterprise planning cycles or governance forums.
Made4net is a global leader in supply chain execution software, empowering organizations to operate smarter, faster, and with greater agility. Our cutting-edge technology drives real-time visibility, operational efficiency, and scalable growth for companies around the world. With a strong commitment to innovation and customer success, Made4net supports a wide range of industries and business sizes, helping clients elevate performance and stay ahead in an increasingly dynamic marketplace.
Corporate Headquarters is located in Teaneck, New Jersey. The building offers a range of high-quality amenities, including a spa and gym with discounted rates for tenants, an onsite Starbucks, a deli, a full-service restaurant, and covered secure parking with direct access to the building.
We operate on a hybrid work model that includes three days onsite and two days working from home. New employees should expect to spend additional time in the office during their training period before transitioning to the standard hybrid schedule.
Some travel to client sites may be required, particularly during client training sessions or go live activities, though it is not frequent. Our work supports supply chain execution, which is a time sensitive and mission critical environment.
Purpose of the Job
The Project Manager supports the successful delivery of customer implementation projects from initial planning through go-live. In this role, you will coordinate project activities, maintain timelines, monitor budgets, and ensure all quality standards are consistently met. Working closely with the Senior Project Manager and the Director of Project Delivery, you will manage key deliverables, facilitate communication across internal teams and customer stakeholders, and proactively identify and resolve risks or issues.
Description of responsibilities:
In this role, you will be actively involved in all stages of the project lifecycle, including implementation, configuration, testing, training, and go-live support. The position requires a strong level of direct interaction with clients and close collaboration with the implementation team, ensuring a smooth and successful delivery experience.
- Monitor and manage project schedules, milestones, and financial reporting to ensure alignment with overall project goals, timelines, and budget constraints.
- Review and validate system requirements developed by project team members to confirm accuracy, completeness, and alignment with customer needs.
- Partner with the System Architect and key stakeholders during the system specification phase on larger projects, ensuring technical feasibility and clarity of requirements.
- Drive the functional specification phase by facilitating client meetings, documenting requirements, and ensuring alignment among all parties.
- Support the creation of functional specifications by collaborating with project team members to confirm that documentation accurately reflects project needs and solution design.
- Track and monitor project progress during implementation, proactively addressing risks, issues, or scope of changes as they arise.
- Coordinate closely with the Director of Project Delivery regarding task assignment, resource planning, and financial reporting, ensuring continuity and effective project oversight.
- Support project governance through regular communication, structured reporting, and timely escalation when needed.
- Foster strong working relationships with clients, team members, and internal stakeholders to ensure transparency and alignment throughout the project lifecycle.
Core Competencies:
Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understand of the unique needs of different audiences
Customer Focus - Building strong customer relationships and delivering customer-centric solutions
Business Insight - Applying knowledge of business goals and the marketplace to advance the organization's goals
Required Qualifications:
- Bachelor’s degree or equivalent experience, with 2-4 years of relevant experience in a customer-facing role, ideally within software, SaaS, or enterprise systems related to supply chain.
- Demonstrated experience in project management, including project planning, prioritizing tasks, and reporting on project status.
- Strong foundational technical skills with an understanding of software systems, integrations, and development processes.
- Familiarity with Software Development and Agile Methodologies is beneficial.
- Experience with Microsoft tools such as Windows, IIS, and SQL Server is a plus.
- Strong written and verbal communication skills with the ability to effectively interact with clients and cross-functional teams.
- Ability to work collaboratively in a team environment, demonstrating responsiveness, adaptability, and a proactive approach to problem solving.
- Strong analytical and problem-solving skills with a focus on developing clear, task-oriented solutions.
Preferred Qualifications:
- Familiar with Agile methodologies
- Prior experience in warehousing, transportation, logistics and or similar applications experience
- Experience with leading WMS solutions (e.g., Manhattan, Blue Yonder, SAP EWM, Koerber, or similar).
Benefits:
- Health insurance (medical, dental, vision) with a robust wellness program to support your physical and mental well-being
- Generous paid time off policy
- Company-matched 401(k) retirement plan to help you secure your future
- Tuition reimbursement program to support your continued education and career advancement
- Employee assistance program providing confidential counseling and support services for personal challenges
- Discretionary employee bonus program
- Employee Discounts and perks through our PEO
Pay range: From $90,000.00, per year salary
This position offers a competitive salary package that is commensurate with your years of experience in the field and the specific skills you bring to the role.
Made4net is an equal opportunity employer, and all qualified applicants will receive consideration for employment 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.
Remote working/work at home options are available for this role.
Position Title Spend Management Business Solutions Liaison Broadmoor Campus Position Summary / Career Interest: This position is responsible for optimization and sustainability of forward-thinking strategies in tandem with operational workflows.
To drive continuous improvement, you will distribute best practice recommendations to ensure the alignment of systematic and physical processes throughout the organization.
The focus is to serve as a trusted liaison supporting all areas of Spend Management.
To succeed in this role, you must have an intuitive critical thinking mind and be able to explain complex concepts to non-technical users.
Anticipate and solve challenges ahead of time by capturing essential information and reporting about potential risks and issues.
Responsibilities and Essential Job Functions Responsible for troubleshooting, investigation, and ongoing support of end users.
Triage high volume of assistance requests and resolve issues in a timely fashion.
Under general direction, support with integration testing of new features and workflows.
Collaborate effectively and professionally with multi-disciplinary teams including information technology, Finance and Accounting, Clinical teams, and representatives of third party applications.
Can lead small projects and use project management methodologies to plan, develop scope, timelines and deploy solutions that align with business priorities.
Assists in communication of changes to ensure continuity and alignment of solutions that impacts the health system.
Travels to various hospital facilities (clinical and non-clinical) to meet with staff to implement the latest best practice initiatives.
Must be able to perform the professional, clinical and or technical competencies of the assigned unit or department.
These statements are intended to describe the essential functions of the job and are not intended to be an exhaustive list of all responsibilities.
Skills and duties may vary dependent upon your department or unit.
Other duties may be assigned as required.
Required Education and Experience Bachelors Degree in Business Administration, Supply Chain, or a related field of study from an accredited college or university.
AND 4 or more years of experience in a healthcare supply chain environment OR 3 or more years of relevant experience in the supply chain industry.
1 or more years of experience demonstrating presentation skills.
Preferred Education and Experience 3 or more years years of experience in project management.
3 or more years of experience applying lean practices.
6 or more years of experience in healthcare supply chain, inventory and procurement.
Knowledge Requirements Advanced computer navigation.
Ability to learn and conceptualize system process flows and their impact on operations.
Advanced application knowledge of ERP systems, POU systems, API integration concepts.
Time Type: Full time Job Requisition ID: R-46942 Important information for you to know as you apply: The health system is an equal employment opportunity employer.
Qualified applicants are considered for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, ancestry, age, disability, veteran status, genetic information, or any other legally-protected status.
See also Diversity, Equity & Inclusion .
The health system provides reasonable accommodations to qualified individuals with disabilities.
If you need to request reasonable accommodations for your disability as you navigate the recruitment process, please let our recruiters know by requesting an Accommodation Request form using this link .
Employment with the health system is contingent upon, among other things, agreeing to the health-system-dispute-resolution-program.pdf and signing the agreement to the DRP.
Need help finding the right job? We can recommend jobs specifically for you! Create a custom Job Alert by selecting criteria that suit your career interests.
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus. Relocation assistance is not available for this position.
What you'll do:
* Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
* Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
* Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
* Monitors legislative initiatives that may impact economy, society, and personal financial situation.
* Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
* May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Work Hours:
* Monday - Friday / 7:30am - 8:00pm (Central)
* An 8 hour shift will fall within these hours
* This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
* High School diploma or GED
* Required maintenance of Life/Health license and/or acquisition within 90 days
* Required annual completion of AHIP and Broker/Carrier appointments when applicable.
* Up to 1 year of financial industry and/or life sales experience
* Experience delivering frequent written and oral communication
* Experience acquiring and applying new concepts and information
* Experience processing and analyzing information
* Experience fulfilling requests and meeting deadlines
* Experience resolving conflict and negotiating
* Experience multi-tasking in an operating systems environment
* Experience participating in a team environment
* Successful completion of a job-related assessment may be required
What sets you apart:
* Active Group 1 Life and Health license
* 1+ yrs experience working in Sales with life insurance or financial services products
* 1+ yrs experience working in a call center environment
* CLU® - Chartered Life Underwriter or comparable designation
* US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $45,470.00 - $79,110.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Plano, TX Campus . Relocation assistance is not available for this position.
What you'll do:
* Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
* Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
* Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
* Monitors legislative initiatives that may impact economy, society, and personal financial situation.
* Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
* May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Work Hours:
* Monday - Friday / 7:30am - 8:00pm (Central)
* An 8 hour shift will fall within these hours
* This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
* High School diploma or GED
* Required maintenance of Life/Health license and/or acquisition within 90 days
* Required annual completion of AHIP and Broker/Carrier appointments when applicable.
* Up to 1 year of financial industry and/or life sales experience
* Experience delivering frequent written and oral communication
* Experience acquiring and applying new concepts and information
* Experience processing and analyzing information
* Experience fulfilling requests and meeting deadlines
* Experience resolving conflict and negotiating
* Experience multi-tasking in an operating systems environment
* Experience participating in a team environment
* Successful completion of a job-related assessment may be required
What sets you apart:
* Active Group 1 Life and Health license
* 1+ yrs experience working in Sales with life insurance or financial services products
* 1+ yrs experience working in a call center environment
* CLU® - Chartered Life Underwriter or comparable designation
* US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,290 - $81,490.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Plano, TX Campus . Relocation assistance is not available for this position.
What you'll do:
- Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
- Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Work Hours:
- Monday – Friday / 7:30am – 8:00pm (Central)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license and/or acquisition within 90 days
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- Up to 1 year of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in a team environment
- Successful completion of a job-related assessment may be required
What sets you apart:
- Active Group 1 Life and Health license
- 1+ yrs experience working in Sales with life insurance or financial services products
- 1+ yrs experience working in a call center environment
- CLU® - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,290 - $81,490.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.