Consignment Account Format Jobs in Usa

7,269 positions found — Page 8

Commercial Lines Account Manager
Salary not disclosed
Louisburg, NC 2 days ago
Commercial Lines Account Manager

We are a family owned and operated independent insurance agency looking for a licensed Commercial Lines Account Manager to service a book of commercial lines accounts. With a history of 70 years (and counting!), we are looking for a team member who wants a long-term career with our agency.

Our company thrives on a family environment where we value each team member's time both inside and outside the office. We hope this relationship-oriented approach is evident to our customer base in the way we service their accounts, in the way we communicate with them regarding their insurance, and in our care and concern for their personal and business needs.

Essential Job Duties and Responsibilities:
  • Manages commercial accounts effectively on an ongoing basis. This includes:
    • Responding to policy coverage questions and needs in a timely and professional manner
    • Complete servicing of accounts, including but not limited to:
  • Issuing Certificates of Insurance and Auto ID cards
  • Processing endorsements, audits, binders, and other policy documents
  • Maintaining current status on all account activities
  • Review policies upon receipt
  • Maintain accurate and timely account billing where applicable
  • Managing the renewal process with clients through coverage review and remarketing
  • Marketing new and existing business. This includes:
    • Providing coverage analysis and risk management recommendations
    • Completing applications and preparing submissions for quote
    • Online quoting where available
    • Negotiate coverage and pricing with markets to ensure competitive coverage and costs
    • Prepare proposals according to agency standards
  • Collaboration with agency producers and other Account Managers. This includes:
    • Team approach to problem solving and account marketing
    • Willingness to assist others in their work duties to ensure the best outcome for the agency's customers
    • Consultative relationship with producer regarding their customers under your management
    • Communicate all necessary information to producers and any other agency team members servicing the account
Qualifications:
  • 5 or more years of insurance industry experience related to servicing Commercial accounts
  • Property and Casualty Insurance License
  • Working knowledge of P&C accounts such as construction, manufacturing, trucking, logging, retail, restaurants, lessors risks, etc.
  • Applied (TAM or EPIC) software experience preferred
  • Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)
  • Excellent verbal and written communication skills
  • Highly organized, detail oriented, and able to multitask
  • Strong problem-solving abilities

All inquiries will be kept 100% confidential.

Not Specified
Corporate Accounting Analyst
Salary not disclosed
Denver, CO 2 days ago
Corporate Accounting Analyst

Palantir builds the world's leading software for data-driven decisions and operations. By bringing the right data to the people who need it, our platforms empower our partners to develop lifesaving drugs, forecast supply chain disruptions, locate missing children, and more.

As a Corporate Accounting Analyst, you will partner closely with the upstream operational and international accounting teams. You will be responsible for helping the Corporate Accounting team close the books monthly as well as build out related internal controls, automation, and process improvements. We value problem solvers who are not satisfied with the status quo, and who are energized by opportunities to improve the efficiency and accuracy of existing processes.

Core Responsibilities
  • Partner with upstream and downstream teams to perform flux analysis as part of the month-end close process and advise on accounting for related transactions.
  • Assist in month-end close activities related to payroll, prepaids, credit cards, accruals, and other transactions for both US and international subsidiaries.
  • Prepare monthly reconciliation for balance sheet accounts, working with business partners to obtain support for any reconciling items.
  • Implement and document improvements to facilitate growth, scalability, and improved compliance.
  • Provide support to internal and external auditors during quarterly and year-end reviews relating to financial statement audits, including preparation of supporting documentation.
  • Opportunity to take on additional progressive responsibilities.
What We Value
  • A highly analytical and innovative approach to problem-solving, with a demonstrated track record of process improvement.
  • Ability to work both independently and as part of a team, with excellent communication and interpersonal skills. Experience partnering with international teams is a plus.
  • Strong attention to detail and organizational skills; able to maintain accuracy in work products and multitask in a fast-paced, dynamic environment.
  • NetSuite and Coupa experience is a plus.
What We Require
  • 3+ years of accounting or finance experience, with at least 2 years of general corporate accounting experience (expertise with public accounting preferred).
  • Degree in Accounting, Finance, or a related field.
  • Basic understanding of general ledger accounting and financial reporting.

The estimated salary range for this position is estimated to be $85,000 - $120,000/year. Total compensation for this position may also include restricted stock units, sign-on bonus, and other potential future incentives. Further note that total compensation for this position will be determined by each individual's relevant qualifications, work experience, skills, and other factors. This estimate excludes the value of any potential sign-on bonus; the value of any benefits offered; and the potential future value of any long-term incentives.

Our benefits aim to promote health and wellbeing across all areas of Palantirians' lives. We work to continuously improve our offerings and listen to our community as we design and update them. The list below details our available benefits and some of the perks that can be enjoyed as an employee of Palantir Technologies.

Employees (and their eligible dependents) can enroll in medical, dental, and vision insurance as well as voluntary life insurance. Employees are automatically covered by Palantir's basic life, AD&D, and disability insurance. Commuter benefits. Take what you need paid time off, not accrual based. 2 weeks paid time off built into the end of each year (subject to team and business needs). 10 paid holidays throughout the calendar year. Supportive leave of absence program including time off for military service and medical events. Paid leave for new parents and subsidized back-up care for all parents. Fertility and family building benefits including but not limited to adoption, surrogacy, and preservation. Stipend to help with expenses that come with a new child. Employees can enroll in Palantir's 401k plan.

We accept applications on an ongoing basis. We want every Palantirian to achieve their best outcomes, that's why we celebrate individuals' strengths, skills, and interests, from your first interview to your longterm growth, rather than rely on traditional career ladders. Paying attention to the needs of our community enables us to optimize our opportunities to grow and helps ensure many pathways to success at Palantir. Promoting health and well-being across all areas of Palantirians' lives is just one of the ways we're investing in our community. Learn more at Palantir's Life at Palantir. Our offerings may vary by region.

In keeping consistent with Palantir's values and culture, we believe employees are \"better together\" and in-person work affords the opportunity for more creative outcomes. Therefore, we encourage employees to work from our offices to foster connectivity and innovation. Many teams do offer hybrid options (WFH a day or two a week), allowing our employees to strike the right trade-off for their personal productivity. Based on business need, there are a few roles that allow for \"Remote\" work on an exceptional basis. If you are applying for one of these roles, you must work from the state in which you are employed. If the posting is specified as Onsite, you are required to work from an office.

Palantir values excellence regardless of background. We are proud to be an Equal Opportunity Employer for all, including but not limited to Veterans and those with disabilities. Palantir is committed to making the application and hiring process accessible to everyone and will provide a reasonable accommodation for those living with a disability. If you need an accommodation for the application or hiring process, please reach out to and let us know how we can help.

Not Specified
Senior Revenue Accounting Manager San Francisco, CA
✦ New
Salary not disclosed
San francisco, CA 1 day ago
Senior Revenue Accounting Manager

Sigma Computing is looking for a Revenue Manager to join our accounting team based in San Francisco, CA. This individual will report to the Sr. Director of Accounting and perform a critical role in day-to-day operation and monthly tasks including account reconciliations, subledger maintenance in revenue cycle. The ideal candidate will be detail-oriented, organized, a self-starter, and have knowledge of US GAAP related to revenue recognition as well as sales tax compliance in the US. Hands-on automation experience is strongly preferred. We are seeking a candidate who can ramp up quickly and make an impact in a highly dynamic and fast paced environment.

In This Role, You Will:

  • Perform customer contract reviews and analysis, including contract modifications, to ensure appropriate revenue recognition treatment under ASC 606
  • Prepare supporting schedules to ensure all contracts and modifications are properly analyzed and documented, and the resulting revenue calculations align with the technical accounting conclusions and the Company's revenue policies
  • Own accurate and timely billing operations, including review of sales taxes on invoices
  • Own sales tax compliance review to review exposure periodically
  • Maintain revenue accounting records in the system up to date.
  • Contribute to the month-end close process including journal entries, account reconciliations and fluctuation analysis related to revenue cycle.
  • Responsible for end-to-end reconciliation of transactions from four marketplaces into ERP and CMS
  • Work closely with FP&A to assist their revenue forecast and Budget vs. Actual analysis
  • Assist on monthly and quarterly reporting package preparation
  • Respond to ad hoc management requests related to revenue cycle
  • Seek continuous process improvement in day-to-day activities.

Qualities We're Looking For

Must-Haves:

  • 5+ years of accounting experience of combination of public accounting and in-house/corporate accounting
  • 5+ years of experience working with ERP/General Ledger Systems, preferably NetSuite
  • 5+ years of experience working with Revenue functions (ASC 606 and AR)
  • Strong proficiency in MS Excel with the ability to navigate large data set
  • Accounting automation and implementation/integration experience
  • Proven project management experience and demonstrated ability to drive operational efficiency
  • Willing to be hands-on and open to take on tasks when needed
  • Detail-oriented with excellent organizational skills
  • Ability to gather, interpret and analyze relevant data and information, to apply proper accounting and operational procedures.
  • Proactive and contributive; takes initiative and follows-through reliably.
  • Strong written and verbal communication skills
  • Strong interpersonal skills and professional demeanor
  • Self-motivated and dedicated; able to work and problem-solve independently.
  • Ability to manage multiple projects, prioritize and meet deadlines
  • Ability to work well in a team environment and promote inclusiveness and communication among team members.

Pluses:

  • CPA license
  • NetSuites and/or Salesforce experience
  • Revenue accounting experience in SaaS business is preferred
  • Revenue operations experience in marketplace environments is preferred
  • Experience in contributing to the US GAAP financial audit

Regular problem-solving of unique revenue or receivable transactions with a focus on how the resolution contributes to the accuracy of the financial record.

Additional Job Details

The base salary range for this position is $140k - $150k annually. Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work at Sigma Computing. This role is eligible for stock options, as well as a comprehensive benefits package.

Sigma Computing is an equal opportunity employer. We are committed to building a smart and strong team regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We look forward to learning how your experience can enable all of us to grow.

Not Specified
Account Executive (Chicago)
✦ New
🏢 Engine
Salary not disclosed
Chicago, IL 1 day ago
About Engine
At Engine, we're transforming business travel into something personalized, rewarding, and simple. For too long, managing travel and spend has been overwhelming and fragmented - we're here to change that. We believe the future of travel should be seamless and powered by technology that delights customers at every step. That's why we're building a platform that brings together corporate travel, a powerful charge card, and modern spend management in one place.
To make this vision real, we're looking for exceptional, mission-driven people to help redefine how businesses manage and experience travel.
More than 20,000 companies already rely on Engine to support over 1 million travelers and billions in annual bookings each year. Cash flow positive with rapid growth, we pair exclusive Engine-only rates, industry-leading rewards, and intelligent automation to help businesses save money while delivering world-class personalization and convenience.
Backed by Telescope Partners, Blackstone, and Permira, Engine has been recognized as one of the fastest-growing travel and fintech platforms in North America, with honors including the Deloitte Fast 500 and Built In's Best Places to Work.
We value our individuality, and we also understand that together, we thrive. Most importantly, we know we're not for everyone! Complacency doesn't live here. We're focused on finding the right people who are energized by our culture and bring diverse experiences and backgrounds that will help us unlock our full potential. Click here to view our DNA, and if you like what you see, please read on!
Your Mission:
We are on the lookout for driven and results-oriented net new Account Executives to join our dynamic new business sales team at Engine. In this full-cycle position, you'll take the lead in outbounding and qualifying leads, seamlessly transitioning to handing off new customers to our dedicated Account Management team.
This position will require 5 days a week (Monday - Friday) in our office for the first 90 days dependent on performance.
Here's what you'll do:
  • Sales Cycle Management: Manage the full sales cycle, from prospecting to close for Mid-Market deals including coordinating and delivering compelling online demos to potential and existing clients
  • Net New Opportunity Development: High outbound activity, including 55+ cold calls per day, managing a book of named accounts, tiering accounts, and identifying key personas to target. Creatively source leads through self-prospecting and leverage company resources
  • Cross Functional Collaboration: Acquire and contribute to the onboarding process for new accounts, collaborating with Engine's Account Management team to foster growth in existing accounts
  • Customer Focus: Cultivate enduring relationships with a diverse portfolio of businesses, encouraging exclusive utilization of Engine for hotel bookings
  • Data Cleanliness: Maintain a well-organized and clean pipeline to streamline sales processes and develop expertise in our tech stack by mastering tools such as Salesforce, ZoomInfo, and Outreach to efficiently manage daily operations

What You'll Bring to Engine:
  • B2B Sales Experience: Minimum of 1+ years of B2B Sales Representative or SDR/BDR experience
  • Hunter Mentality: Expertise with outbound prospecting techniques, tools, and processes (Salesforce, Outreach, ZoomInfo, Gong)
  • Competitive Spirit: A track record of high achievements and consistently exceeding sales targets and KPIs
  • Passion: Desire to enhance corporate travel and employee perk programs for businesses
  • Adaptability: Demonstrated ability to manage multiple projects and activities with meticulous attention to detail in an unstructured and fast-paced environment
  • Communication Skills: Exceptional listening, negotiation, and presentation skills

We accept applications for this role on an ongoing basis. We review applications as they are received and encourage interested candidates to apply early.
#SalesHiring #NowHiring #AccountExecutive #SalesCareers #SalesLife #OutboundSales #BDRtoAE #ChicagoJobs
Compensation
In addition to a competitive base salary, our listed compensation range includes the estimated variable target. Your OTE (on-target earnings) are based on several factors including your experience, expertise, and location. Your compensation package may also include equity. Your recruiter will share your complete compensation package as you move through the process.
Base Salary + Variable (OTE)
$120,000-$120,000 USD
The Engine Edge: Perks & CompensationWe believe in rewarding great work with great benefits:
  • Compensation: Competitive base pay tied to role and experience, with opportunities for bonuses, commissions, and equity.
  • Benefits: Check out our full /culture.
  • Environments for Success: Different roles have different needs in terms of the environments that drive success which is why we have a hybrid-hub model. Whether you are in one of our amazing offices or fully remote, we'll make sure you have what you need to succeed.

Perks and benefits may vary based on employment type, location, and more.
Ready to Build the Future of Work Travel?Join us on our mission to transform how work travel works-for businesses, for travelers, and for the industry. Apply now and let's make travel simpler, smarter, and more enjoyable-together.
Not Specified
Telecommunications Account Representative
✦ New
Salary not disclosed
Harrisburg, PA 1 day ago
Telecommunications Account Representative

We are in immediate need to fill a new opening for an enthusiastic Telecommunications Account Representative. In this role, you will play a pivotal part in delivering exceptional customer service while driving sales growth and building lasting consumer relationships. If you thrive in a fast-paced environment and are strong in communicating with people directly, this opportunity is perfect for you!

Responsibilities of the Telecommunications Account Representative:
  • Act as the first point of contact for clients and providing top-tier customer service
  • Generate sales by presenting and recommending the best telecommunications products and services to customers
  • Present & educate any new products & services to customers and highlight the benefits of our telecommunications brands
  • Collaborate with the sales team to strategize and implement creative approaches to meet sales goals
  • Follow up with customers to ensure satisfaction and maintain relationships built
  • Collaborate with senior leaders and the Telecommunications Account Representative team to stay updated on industry trends to maintain a competitive edge
Qualifications for the Telecommunications Account Representative:
  • Bachelor's degree in Business, Communications, or a related field is preferred but not required
  • Any experience in sales, customer service, or as a Telecommunications Account Representative
  • Strong communication and negotiation skills
  • A positive and professional attitude and a passion to build strong connections with clients and consumers
  • Ability to present a variety of products, services, and solutions in both a direct engagement and as a team
Why Join Our Team as a Telecommunications Account Representative?
  • Learn from industry leaders to sharpen your sales and customer service skills
  • A collaborative team that values uniqueness, growth, and professionalism
  • Have a direct impact on the success of our company and the expansion of our consumer market
  • Competitive pay & bonus potential

If you're passionate about taking control of your career in a fast-growing and dynamic field, apply today to become a valued Telecommunications Account Representative and take the next step in your career!

Not Specified
Account Executive, Partnerships (French)
🏢 Odoo
Salary not disclosed
San Mateo, CA 6 days ago

Account Executive, Partnerships / Channel Account Executive - North America (French Required)

Hybrid (3 days onsite, 2 days remote) – Brisbane, CA


To get the best candidate experience, please consider applying for a maximum of 3 applications within 12 months to ensure you are not duplicating efforts.


Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship responsibilities for employment visas at this time.


About Odoo

Odoo is an open-source enterprise resource planning (ERP) platform that helps companies manage and streamline their operations through a single, integrated system. Our modular suite of business applications—covering everything from accounting and inventory to CRM and project management—works together seamlessly to support efficiency and growth. Learn more about us here.


About the Job:

Odoo is hiring Account Executives to join our North America Partnerships team. In this role, you'll pursue warm leads and recruit new organizations to join Odoo’s partner network across the region.


You'll introduce partners to Odoo’s suite of business applications, which they can offer alongside their existing services to create new revenue streams. You'll also manage partner relationships within a defined territory and guide them through onboarding and the sales cycle.


We provide full training on the Odoo ecosystem so you can successfully close deals and support tailored implementations. We’re looking for proactive, results-driven individuals with a strong “get-it-done” mindset.


Responsibilities:

  • Conduct partnership recruitment for Odoo ERP software, employing data analytics, CRM score tracking, and BANT strategy evaluation
  • Develop revenue-increasing strategies using the Odoo scoring lead system, projecting business revenue, identifying up-sell and cross-sell opportunities, and adapting Odoo ERP software for clients with Python and SQL
  • Analyze strategic changes and report key metrics by extracting data, analyzing trends, and creating dashboards in Odoo software for managerial reporting
  • Meet or exceed monthly Account Executive sales quotas through accurate forecasting, effective pipeline management, and advancing deals to closure within projected timelines
  • Work in a consultative manner to design and negotiate tailored implementation packages with future partners


Requirements:

  • Bachelor's degree (preferably in a business-related field) or equivalent combination of education and experience
  • Fluency in English and French (professional or native/bilingual: reading, writing, and speaking)
  • Strong awareness of software and new technologies
  • 1+ years of B2B sales experience
  • Excellent communication skills
  • Curiosity about business operations


Nice To Have:

  • Balances a serious approach to work with camaraderie, fostering a playful and friendly atmosphere among colleagues
  • Experience with accounting, manufacturing, inventory, CRM, POS, and/or E-commerce software
  • SaaS or PaaS pre/post-sales experience
  • Intrinsic motivation and curiosity to learn more about business owners and their businesses


Compensation and Perks:

  • Healthcare, Dental, Vision, Life Insurance, Flexible Spending Account, Health Savings Account, 401K Matching, and Commuter Benefits
  • PTO (Paid-time-off), paid sick days, and paid holidays
  • Employee Assistance Program: 3 X 1-hour telehealth calls with certified mental health professionals
  • $100 towards a work-from-home office setup
  • Evolve in a nice working atmosphere with a passionate, growing team!
  • Chef-prepared lunches - snacks, fruit, and coffee/drinks on tap!
  • Company-sponsored events for groups of 6+ employees


The estimated annual compensation range for this role is $70,000-$90,000 OTE (on-target earnings), with a base salary range of $50,000-$70,000. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.


Ensuring a diverse and inclusive workplace where we learn from each other is core to Odoo's values. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal-opportunity employer and a pleasant and supportive place to work. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records.

Not Specified
Regional Account Manager
Salary not disclosed
Providence, RI 6 days ago

The Regional Account Manager will be responsible for expanding the Company’s business within pre-assigned territories. This position is accountable for achieving sales goals through the acquisition and development of new customers and expansion of the product line within the existing customer base.

Develop and target regional accounts and prospects in conjunction with the Director of Sales to achieve contract, revenue growth, account milestone objectives, and activity expectations within an assigned account/geography.

Primary Responsibilities (Essential Functions):

· Maintains current customers and acquires new customers by meeting or exceeding goals for territory revenue, growth objectives, account retention and customer service functions via telephone and periodic sales calls and presentations. This interaction includes the entire sales cycle from prospecting, maintenance, proposals, contracts, price increases, cancellations and contract renewals

· Builds relationships with current customers while growing the revenue and profits through service changes and price increases.

· Communicates regulatory compliance issues to customers.

· Implements sales strategies to maximize revenue and profits through maintenance and penetration of existing customers.

· Resolve problems and coordinate customer needs with Field Operations and/or Customer Service group.

· Works as liaison between customers and accounts payable department for collection of receivables when requested.

· Assists with coordination and implementation of Regional and National account sales activities.

· Sell in a highly consultative manner, with ability to articulate the company value-proposition and the benefits of working with Clean Earth brand over other traditional waste services companies and direct competition.

· Creates presentations for key sales customers and prospects.

· Coordinate the development of sales objectives, territory and account selling strategies and ensures their execution.

· Completes territory routing plans, territory forecasts and customer business reviews.

· Develop account specific strategies and plans -- and execute against those plans -- to win national and regional in the manufacturing and industrial market space.

· Provide management with information used to evaluate regional & national opportunities.

· Promotes customer brand loyalty by participating in or joining regional/national professional organizations that serve the regional marketplace and/or consumers.

· Make daily calls on new prospects within the targeted territory geography, along with identifying leads via a variety of internet websites, networking, key vendors and peers within local and national organizations.

· Monitor and communicate sales performance against goals through approved performance metrics.

· This is a combined hunter and farmer sales position, managing a BOB while driving territory growth through new business prospects.

· Perform other reasonably related tasks as assigned by management

Qualifications

Bachelor’s Degree in Business, Sciences, Marketing or Management.

· minimum of 3 years’ experience in outside sales & selling outsourced services to the manufacturing and industrial market or related industries.

· Minimum of 5 Years sales experience managing multiple accounts.

Preferred Qualifications:

· Knowledge of RCRA, DOT, DEA regulatory environment preferred

· Similar background/experience within waste management/environmental services

· Proficiency in Microsoft Word, Excel and PowerPoint, Salesforce

· Experience in managing a territory while demonstrating a proven track record of sales success achieving or exceeding aggressive growth targets and sales quotas.

· Self-directed with the ability to work on multiple projects with competing priorities and deadlines

· Demonstrates established relationships or the ability to rapidly establish relationships within the C-level, Regulatory Affairs, Quality, Procurement, Supply Chain, Operations and Marketing functions within the retail industry

· Demonstrates established relationships or the ability to rapidly establish relationships within the Environmental Health and Safety, Regulatory Affairs, Quality, Procurement, Supply Chain, Operations and Marketing functions within the manufacturing industry.

· Up to 50% travel by car to customers within territory & possible overnight & weekend travel.

· Must own reliable automobile, have valid driver’s license and maintain minimum required automobile insurance coverage.

Not Specified
Full-Time Customer Account Representative
Salary not disclosed
Dallas, TX 6 days ago

Immediate Hire | Full-Time Customer Account Representative


Toro Marketing Group • Full-Time • Dallas, Texas, United States (On-site)


We are actively interviewing this week and next — apply now to be considered immediately.


Toro Marketing Group is currently hiring a Full-Time Customer Account Representative to join our growing Dallas team. This is an entry-level opportunity designed for individuals looking to build a long-term career in client relations, account management, sales, and business development.

No prior industry experience is required. We provide structured training, mentorship, and hands-on experience working directly with clients and business owners.

This role is ideal for individuals who are motivated, people-focused, and eager to develop professional skills in customer relations, account management, and business consulting.

What You'll Do:

• Manage and maintain relationships with existing and new client accounts

• Work directly with business owners and decision-makers

• Provide client support and ensure a positive customer experience

• Assist with customer acquisition and account growth initiatives

• Participate in ongoing training focused on communication, leadership, and client management

What We Offer:

• Paid training and ongoing mentorship

• Fast-track advancement opportunities

• Competitive compensation and performance incentives

• High-energy, team-oriented company culture

• Real-world experience in customer relations, account management, and consulting

What We're Looking For:

• Strong communication and interpersonal skills

• Positive, coachable attitude

• Goal-oriented mindset

• Strong work ethic and desire for career growth

• Bachelor’s degree preferred but not required

Great for candidates interested in:

Customer Account Representative, Account Manager, Client Relations Specialist, Customer Success Representative, Business Development Representative, Customer Experience Specialist, Entry-Level Sales, Account Executive, Client Management


Location: Dallas, TX (On-site)

Position Type: Full-Time

Experience Level: Entry-Level (Training Provided)


Apply today to start your career with Toro Marketing Group and gain hands-on experience in client relations, account management, and business development.

Toro Marketing Group is committed to developing future leaders through training, mentorship, and performance-based advancement opportunities.

permanent
Account Manager (LIHTC Underwriter)
🏢 OCCH
Salary not disclosed

Department

Acquisitions

Job Title

Account Manager (LIHTC Underwriter)

Reports to

AVP, Accounts Management


Job Summary:

The Account Manager is responsible for underwriting low-income housing tax credit projects, driving deals through the closing process, managing and coordinating Credit Committee memos, and providing in-depth analysis of key diligence items to recommend actions to the Committee and Risk Officer. In this process, the Account Manager performs an unbiased evaluation of transactions, structuring tax credit investments, measuring the risks, and identifying mitigants associated with these transactions.


Essential Job Functions:

 

Function/Responsibility

As part of underwriting assigned proposed tax credit investments:

 

  • Understands all facets of the deal, including but not limited to guarantor review, income and expense analysis, financial underwriting, and due diligence review
  • Facilitates due diligence collection and review
  • Joins and is an active participant in closing calls to maintain the closing timeline
  • Prepares and presents the Investment Memo package – including narratives, descriptions, risks and mitigants, and other ad hoc analyses illustrating pertinent aspects of the investment – for internal approval at various times during the closing process
  • Owns the financial model throughout the closing process, including the maintenance of yield from LOI through Closing
  • Identifies and elevates risk items or changes to the Originator, Risk Officer, or other parties affected by changes and identifies mitigants
  • Provides regular updates with AVP of Accounts Management; EVP, Acquisitions; and Risk Officer regarding deal underwriting progress including status of closing checklist review, review of due diligence materials, transaction timing, and problematic issue identification and resolution to assist in the management of the closing pipeline
  • Collaborates with Originator to enable coordinated communication with Developer partners using a positive and proactive approach that will foster long-term positive relationships.
  • Ensures that OCCH’s underwriting guidelines are met on each transaction
  • Leads transition to Construction and Asset Management
  • Other duties as assigned

 

Education / Certifications:

Bachelor's Degree in Business, Accounting, Finance, Real Estate, or related field required.


Work Experience:

Minimum of 2 years' experience in real estate finance, lending, affordable housing, and/or LIHTC program, and familiarity with industry policies, issues, and programs.


Knowledge, Skills & Abilities:

Functional/Technical skills

  • Has the functional and technical (e.g., accounting, finance) knowledge and data analysis skills to perform at a high level of accomplishment in a fast-paced environment.
  • Strong communication and analytical/technical skills, including financial accounting, modeling, and investment structuring.
  • Proficient Excel modeling skills required.
  • Attention to detail.
  • Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; looks beyond the obvious and does not stop at the first answer.
  • Communication - Conveys messages clearly and succinctly both verbally and in writing; speaks in a manner that is effective for a variety of audiences and settings, coaches others in a constructive way.
  • Informing - Provides the information people need to know to do their jobs; provides information so that decision makers can make accurate decisions.
  • Priority Management - Prioritizes multiple tasks/projects successfully; delivers outputs within timeframes; demonstrates an ability to focus on details without losing sight of the big picture.
  • Strong organizational skills and ability to coordinate complex activities, prioritize conflicting demands, and meet deadlines.
  • Must be highly motivated and be able to work independently.
  • Demonstrated ability to work productively and accurately in a fast-paced environment with multiple projects and stringent deadlines.
  • Learning on the Fly - Open to change; analyzes both successes and failures for clues to improvement; enjoys the challenge of unfamiliar tasks.
  • Demonstrates professionalism, diplomacy, and composure and is flexible and able to adapt to a variety of situations.
  • Ability to work evening and weekend hours during peak periods.
  • Ability to travel for site visits as required.


OCCH is an independent, mission-driven nonprofit corporation based in Columbus, Ohio, that works with private and public developers to create affordable housing opportunities. Since its inception, OCCH has raised over $7 billion in private capital and invested in over 66,000 units of affordable housing in over 1,100 developments.


Our mission is to advance the preservation, production, and management of affordable housing through collaborative partnerships and innovative thought leadership. Our mission is at the heart of everything we do. Our core values are our building blocks and foundation. Our values of CREATING: Collaboration & Communication, Respect, Expertise, Accountability, Trust, Innovation, INclusion & Growth, will guide our behaviors, ensuring a consistent focus on quality and progress toward our vision. Ideal candidates will be passionate about our mission and exhibit our core values with a commitment to continuous improvement and growth.


OCCH is an equal opportunity employer. Equal employment opportunity is not only good practice - it is the law and applies to all areas of employment, including recruitment, selection, hiring, training, transfer, promotion and demotion, termination, compensation, and benefits. As an equal opportunity employer, OCCH prohibits unlawful discrimination based on race, religion, creed, color, national origin or ancestry, sex, age, marital status, sexual orientation, gender, gender identity, gender expression, genetic expression, disability, veteran or military status, or any other basis that would be in violation of any applicable federal, state or local law.

Not Specified
Account Executive (Entry-Level)
Salary not disclosed
Minneapolis, MN 6 days ago

Bachelor's Degree Required to Apply

Katapult Network is designed to help college graduates with zero to two years of professional experience find their next professional career opportunity. We focus on helping recent college graduates, with no experience, get access to full-time, entry-level opportunities with some of the Nation's top employers. Our clients include ground-breaking start-up companies and well-established billion-dollar organizations who want to find their next generation of talent.


The Job

We are currently recruiting an entry-level Account Executive to join a nationally leading logistics company. With explosive sales coming in through channel partners and increased marketing initiatives, this company is experiencing rapid growth and needs strong talent to help them continue to develop.

While this is an excellent opportunity for anyone interested in building a professional sales career, the right candidate will be an enthusiastic team leader with outstanding motivational skills and a highly competitive personality. Recent college graduates are encouraged to apply!


What You Will Be Doing as an Account Executive:

  • Responsible for identifying individual and corporate leads and contacts, developing strategies for semi-annual sales campaigns, and managing all prospective relationships
  • Negotiate contracts and coordinate special customer needs through manufacturing and distribution
  • Explain products or services and prices, and answer questions from customers, in order to persuade potential customers to purchase a product or service
  • Accountable for acquiring new business, expanding existing business, and growing market share according to annual revenue plans
  • Evaluate all territory assignments, manage sales process and strategy, report back to management to help estimate forecast revenues, determine price and discount schedules, administer sales quotes, and analyze market data
  • Hold and develop presentations for sales meetings, represent the company at industry trade shows, and maintain regular contact with all local and national account buyers
  • Consult on the development of all sales pipelines, advertising and marketing campaigns, and budget
  • Assist with coordinating customer discount and promo programs, account management, client referral spins, and sales vertical strategy
  • Manage and grow accounts by utilizing and maintaining the corporate database and lead-generation tools
  • Qualify prospective leads, and move leads through the sales funnel into a face-to-face meeting for a sales presentation


Our Ideal Account Executive Candidate Has:

  • Motivational: have the passion and desire to energize those around you
  • Relationship building: establish and maintain interpersonal relationships by developing a constructive and cooperative working rapport
  • Analytical: determine the essential function of each task in a detailed, goal-driven manner with strong multitasking abilities
  • Persistence: aggressively seek personal growth and hit metric goals, even in the face of opposition. Take calculated risks to ensure the completion of assigned tasks
  • Communication: express ideas clearly in both written and verbal correspondence, listen effectively, and share information appropriately with persons inside and outside the organization


Requirements to be an Account Executive:

  • Bachelor's degree


Katapult Network is an equal-opportunity employer and celebrates diversity in all of its forms. People of all identities and backgrounds are encouraged to apply.


We're social! Follow us on:

Instagram: @katapultnetwork ( )

Facebook: job titles that we would consider: Business Development Specialist, Sales Coordinator, Sales Associate, Retail Sales, Sales Representative, Marketing Representative, Social Media Sales Specialist, Sales Consultant, Software Sales Associate, Marketer, Outside Sales Representative, Territory Sales Representative, Associate, Sales Internship, Medical Device Sales Specialist, Inside Sales Specialist, Account Manager, Account Representative, Financial Advisor, Wealth Management Advisor, Agent, Logistics Sales Specialist, Saas Sales, Sales Trainee, Sales Assistant, Brand Ambassador, Regional Sales Representative

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