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VP of Sales - Build the Sales Engine Behind a Market Leader!

Goodwin & Company manages nearly 2,000 communities across Texas and Colorado — and we’re ready to level up our go-to-market. We’re hiring a VP of Sales to lead a team of experienced BDs and build a scalable, metrics-driven sales engine that wins larger, higher-value communities and supports new vertical expansion.

If you’re a sales leader who loves coaching, building systems, and driving predictable growth, this is your seat.

Location: Dallas or Austin

Base: 150k

Commission/Upside: 80k

Compensation: $230K On-Target Earnings (OTE) 65% base / 35% variable

The mission

You’ll own revenue growth across Goodwin and its family of companies by:

• Turning a strong inbound motion into a prospecting-strong engine
• Improving deal quality and segment mix (bigger, more profitable communities)
• Building a repeatable operating cadence (pipeline, 1:1s, forecasting) with HubSpot as the source of truth
• Leading change across process, tools, and team performance

What you’ll lead

• Team: 6 full-time BDs + 2–3 hybrid ops/sales reps
• Markets: Austin, Dallas, Houston, Colorado + growth regions
• Segments/verticals: sited communities, metro districts, declarant-led communities, plus new verticals (Maintenance, Lifestyle)

Your day-to-day (high impact, not fluff)

• Run the weekly sales operating cadence: pipeline reviews, 1:1s, forecasting
• Build and enforce sales process discipline: stage definitions, exit criteria, aging rules, hygiene
• Coach reps to win complex deals (multiple stakeholders) and drive pricing/value confidence
• Recruit, develop, and make hire/keep/replace decisions as markets evolve
• Define and track KPIs: speed-to-lead, conversion, sales cycle time, win rate, mix
• Partner with marketing on lead quality, ROI, and campaign alignment
• Represent Goodwin at key industry events

Who you are

• 10+ years in sales/sales leadership; 5+ years managing multi-region teams
• Proven coach who builds performance through systems — not heroics
• Strong CRM discipline (HubSpot preferred) and forecasting rigor
• Has built outbound motions and improved lead-to-close conversion
• Comfortable leading change (process, comp alignment, tooling, behaviors)
• Willing to travel up to 25%

Why this role is different

You’re not inheriting a broken team, you’re inheriting momentum. The opportunity is to optimize and scale: build the operating system, upgrade deal quality, and create a prospecting engine that wins in the most attractive segments.

Role Overview:

The Senior Manager, Account Executive – Insurance (Life & Annuities) is a strategic, client-facing role responsible for overseeing the financial, operational, and delivery performance of 2–3 existing Life & Annuities (L&A) insurance accounts in the BPS. This is not a new-logo sales role. Instead, the Account Executive operates as the Owner of the account, ensuring profitable growth, regulatory compliance, modernization success, and exceptional customer satisfaction.

Key Responsibilities:

Grow Your Customers:

• Build and deepen trusted relationships with senior leaders across L&A customers, including Operations, IT, Claims, Actuarial, Distribution, Policy Admin, and Customer Experience.
• Conduct regular QBRs aligned to the insurer’s business strategy — including modernization, digital transformation, cost optimization, and regulatory readiness.
• Drive customer satisfaction and experience improvements, targeting a 50+ NPS.

Grow the ISB – Insurance Financial & Delivery Performance:

• Achieve 100% of revenue and profit targets for each assigned L&A account.
• Ensure successful delivery of services and solutions across:
• Policy administration (new business, underwriting, policy servicing)
• Claims processing
• Billing & payments
• Customer experience platforms (portals, CRM, digital servicing)
• Infrastructure/Cloud operations supporting the insurance ecosystem
• Legacy modernization and transformation programs
• Monitor contractual obligations including SLAs, E&Os, data privacy, and regulatory thresholds.
• Maintain a disciplined approach to DSO, forecasting accuracy, and AOP alignment.
• Identify and support upsell/cross-sell initiatives such as:
• L&A modernization projects
• Cloud adoption and migration programs
• Data insights/analytics solutions
• Automation and AI-enhanced workflows
• Customer experience initiatives

Forecasting & Strategic Account Planning:

• Manage monthly forecasts for revenue, costs, and growth tied to insurer projects, run-rate services, and upcoming renewals.
• Interpret market dynamics affecting L&A carriers—interest rate changes, product pressures, regulatory changes—and adjust account strategies accordingly.
• Build and execute multi-year account strategies aligned to the insurer’s roadmap (e.g., transformation, cost reduction, digital service expansion).

Customer Relationship Leadership:

• Serve as the primary point of contact for L&A stakeholders, providing insights on delivery, modernization options, and business value realization.
• Translate business challenges (e.g., aging legacy systems, claims leakage, call center inefficiency) into solution conversations with DXC teams.
• Prepare and deliver executive-level reports, proposals, and value updates that highlight performance, risk areas, and opportunities.

Team Leadership & Cross-Functional Influence:

• Lead virtual teams across delivery, solutioning, finance, compliance, and transformation programs supporting the account.
• Provide guidance and leadership to account managers, delivery leads, and SMEs, ensuring strong collaboration and role clarity.
• Ensure the right capabilities are engaged (L&A SMEs, transformation leads, cloud architects, compliance experts) to support customer outcomes.
• Promote learning, professional growth, and a culture centered on customer success and operational excellence.

Own the Business – Insurance Accountability:

• Be a role model for DXC values, demonstrating integrity, discipline, and accountability.
• Understand and manage the contractual, financial, reputational, and regulatory risks specific to insurance engagements, including:
• Data privacy and security
• Claims and policy data accuracy
• State regulatory compliance (e.g., DOI requirements)
• Customer information handling
• Ensure all transformation and run-rate services are executed with compliance, audit-readiness, and quality.

Basic Qualifications:

• Bachelor’s degree in a relevant field or equivalent experience.
• 8+ years of experience working with or within an insurance organization (Life & Annuities strongly preferred).
• 3+ years in account leadership or client-facing delivery roles managing large-scale insurance accounts or programs.
• Demonstrated success achieving revenue and profitability targets while delivering high-quality services.
• Strong strategic planning, communication, and relationship-management skills.
• Familiarity with L&A systems, processes, and ecosystem solutions (policy admin, claims, billing, distribution, digital CX).
• Continuous learner with strong interest in industry trends—AI in underwriting, cloud, modernization, regulatory changes, etc.

Preferred Certification:

• Advanced degree in business, insurance, or a related field.
• Relevant certifications:
• Certified Account Manager (CAM)
• Certified Strategic Account Manager (CSAM)
• Insurance-specific certifications (e.g., LOMA, ALMI, FLMI) are a strong plus.

Job Location: Milwaukee, WI

POSITION SUMMARY

The Chief Operations Officer (COO) is a key member of the Housing Authority of the City of Milwaukee’s (HACM) executive leadership team and supports the Executive Director by providing strategic and organizational leadership across a number of core program areas.  This includes Public Housing (PH), Rental Assistance Demonstration (RAD) and Low-Income Housing Tax Credit (LIHTC) developments, and affordable market-rate housing developments. It also includes oversight over the Housing Choice Voucher (HCV) program which is operated and managed by a third-party contractor, CVR Associates. 

The COO is responsible for advancing HACM’s mission through sound operational management, fiscal accountability, regulatory compliance, and optimizing performance. This role ensures the efficient and effective delivery of high-quality housing and leads continuous improvement efforts to enhance the outcomes for households served by HACM.

KEY RESPONSIBILITIES:

Strategic and Executive Leadership

• Supports the Executive Director in the development and execution of the agency’s strategic plan, goals, and policy initiatives.
•  
• Serve as a strategic advisor and operational leader in initiatives to improve agency performance and service delivery.
•  
• Oversees the implementation of corrective actions that are necessary for HACM to recover from Troubled status for both its Public Housing and Housing Choice Voucher programs, including those specified in the HUD Recovery Agreement and the Sustainability Plan or in Corrective Action Plans for the voucher program.

Program & Operations Oversight

• Oversee the day-to-day operations of all housing programs, including: Public Housing, RAD. LIHTC, and affordable market-rate housing developments. This includes all aspects of property operations, including but not limited to: waitlist management, eligibility, leasing, regulatory compliance and reporting, maintenance, and inspections.
•  
• Ensures compliance with all HUD regulations, LIHTC regulations, other federal, state and local laws, and agency policies across all departments.
•  
• Monitor property performance, property budgets, and capital improvement plans.
•  
• Establish, monitor and refine operational standards/metrics, staffing models, and service benchmarks. 
•  
• Oversee property management (in-house and third-party) and maintenance operations and performance, including occupancy, unit turnaround, rent collections, work order performance, preventative maintenance, and REAC/NSPIRE readiness and inspection scores. 
•  
• Facilitate coordination between the vendor for the HCV program and HACM property management to ensure timely leasing of HACM-owned project-based voucher LIHTC developments.
•  
• Negotiate and manage lease agreements and regulatory/finance documents with counsel and partners.

Financial and Compliance Management

• Ensure robust fiduciary and compliance controls are implemented for program operations and procurement/contracting.
•  
• Perform oversight and ensure compliance with partnership agreements, HUD requirements and regulations, and LIHTC requirements and regulations.
•  
• Ensure timely and accurate reporting requirements are met for HUD, Wisconsin Housing and Economic Development Authority (WHEDA), investors, and other funding sources/partners.
•  
• Review program performance and operational metrics to maintain or improve service and performance while looking for opportunities to reduce costs.
•  
• Collaborate with Finance department on financial budgeting and reporting, capital fund planning, and resource allocation.

Development, Real Estate & Portfolio Transformation

• Working closely with executive leadership, conduct portfolio analysis and update Asset Management Plan; recommend repositioning strategies (rehab, redevelopment, acquisition, conversion, or disposition) to strengthen long-term financial and physical viability of housing developments and of the organization.
•  
• Advance the CNI transformation plan and other revitalization initiatives; structure repositioning transactions (e.g., LIHTC, RAD/Section 18, mixed-finance, etc.) with public/private/philanthropic partners.

Community and Stakeholder Engagement & External Affairs

• Represent HACM in meetings with HUD, WHEDA, local government, investors, donors, residents, resident organizations, landlords, neighborhood groups, media, and other partners. 
•  
• Facilitate investor, lender, and state housing agency relations and coordinate communications with the various partners regarding LIHTC developments. 

People, Culture & Talent

• Lead and develop senior directors/managers in fostering a high-performing, collaborative, data-driven and accountable team culture that leads to the achievement of excellence and the implementation of best practices.
•  
• Promote a customer-service culture centered on dignity, respect, and timely resolution of resident concerns.

QUALIFICATIONS:

Minimum Qualifications

• Education: Bachelor’s degree in Public Administration, Urban Planning, Business, Finance, Law, Real Estate, or a similar field;
•  
• OR, 10 or more years of progressively responsible experience in public housing, affordable housing operations, or a closely-related field;
•  
• OR an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.
•  
• Technical Expertise: Demonstrated proficiency with HUD programs (Public Housing, HCV/Section 8; knowledge of RAD/Section 18 helpful), affordable housing (LIHTC, mixed-finance), asset/property management, finance/budgets, procurement, capital planning, and compliance preferred. 
•  
• Other: Valid driver’s license

CORE COMPETENCIES:

• Resident-Centered Service: Provides excellent resident-centered customer service based on respect, dignity, and good communication.
•  
• Integrity and Trust:   Leads with honesty, transparency, and consistency; builds trust across all levels of the organization.
•  
• Strategic Execution: Provides strategic and operational leadership via measurable plans with budgets, milestones, and accountability.
•  
• People Leadership: Values professionalism and teamwork; coaches staff to ensure their development within the organization; manages change with empathy and clarity; maintains a responsive, solutions-focused approach to internal and external relationships.
•  
• Financial & Regulatory Acumen: Excellent knowledge of HUD/LIHTC regulations and has basic financial/budget skills.
•  
• Fair Housing & Access: Promotes compliance with fair housing laws and ensures policies and practices support equal opportunity for all residents.

We are partnering with a trusted industry leader that manufactures high-quality construction, landscaping, and agricultural machine attachments known for performance, reliability, and fast fulfillment. They are seeking a results-driven Marketing Manager to be a key driver of revenue by executing data-driven, channel-specific marketing programs that connect end users with our dealer network and empower dealers with the tools, training, and campaigns needed to grow sales.

This role is responsible for leading integrated digital and traditional campaigns, overseeing content and brand management, and delivering measurable ROI across dealer and co-branded initiatives. The ideal candidate brings 3–5 years of B2B or dealer-channel marketing experience, a strong command of CRM and marketing automation platforms, and the ability to translate market insights and performance data into actionable strategies that increase engagement, traffic, and revenue.

Vision & Mission for the role

To be a key driver of revenue by executing data-driven marketing programs that connect end users to the dealerships and empower dealers with effective tools and campaigns.

To execute data-driven, channel-specific marketing programs that drive end-user traffic to the dealerships and support dealers with the tools, training, and campaigns needed to increase revenue.

Accountabilities

Campaign Execution and Performance

• Campaigns on time and within budget 95% of the time.

• Increase dealer engagement in campaigns year-over-year.

• Generate and track ROI digital and dealer co-branded campaigns.

• Track and report campaign performance metrics monthly with actionable insights.

Team and Project Coordination

• 95% on-time project delivery rate across all marketing initiatives.

• 90% satisfaction rate in internal collaboration surveys or peer feedback.

• Project roadblocks resolved within 48 hours to maintain campaign momentum.

• 100% compliance with project timelines documented in the marketing calendar or project management tool.

Content and Brand Management

• 100% of marketing materials adhere to brand guidelines.

• Regularly launch new content pieces (e.g., videos, sell sheets, email templates).

Market and Competitor Insights

• Identify at least 2 new marketing opportunities or threats per quarter based on market intelligence.

• Track dealer and end-user feedback to inform strategy, reporting recurring themes or pain points at least quarterly.

Key Responsibilities

• Execute marketing campaigns in line with the strategy set by the director.
• Oversee the production of marketing materials and content.
• Monitor campaign performance, track KPIs, and adjust tactics as needed.
• Coordinate with internal teams (sales, product, design) to support campaign goals.
• Help manage marketing tools and platforms (CRM, email platforms, social media schedulers).
• Research competitors, audiences, and channels to refine marketing tactics.
• Support event planning and promotional activities.
• Prepare reports and insights for director-level review.
• Manage schedules, vendors, or freelance support for projects.
• Plan, implement, and manage marketing campaigns across digital and traditional channels.
• Update or retire outdated assets quarterly to keep content library current and relevant.
• Produce a quarterly market and competitive landscape report with actionable recommendations.
• Maintain and update a competitor comparison tracker monthly.
• Present key market trend updates to leadership or sales teams at least once per quarter.
• Track and report on campaign effectiveness using KPIs such as lead generation, engagement, and ROI.
• Supervise and support marketing team members, freelancers, and vendors to ensure deadlines, budgets, and brand standards are met.
• Lead digital marketing efforts (SEO, PPC, email, social) focused on driving dealer engagement
• Work closely with the sales team to develop joint marketing initiatives that drive conversions.
• Prioritize and allocate resources efficiently across multiple projects
• Ensure all marketing content aligns with the company’s brand voice, messaging, and visual identity.
• Provide actionable insights and recommend adjustments to marketing tactics based on findings.
• Oversee the development of promotional materials, website updates, and social media content.
• Monitor market trends, customer behavior, and competitive activity.
• Uphold and promote the company’s core values, including Integrity, Commitment, Accountability, Compassion, Quality, Growth, and Positivity.
• Maintain regular and reliable attendance, ensuring availability for scheduled work and project deadlines.
• Follow all company policies and procedures, including those related to documentation, quality control, and workplace conduct.
• Additional duties as needed to support the department and the overall goals of the organization.

Qualifications

• Bachelor’s degree in Marketing, Communications, Business, or related fields
• 3–5 years of experience in marketing, preferably in dealer, channel, or B2B environments.
• Proven success executing marketing campaigns with measurable results.
• Experience supporting field or dealer marketing initiatives

Computer and Office Skills

• Expertise in CRM automation tools (Salesforce, HubSpot, Marketo).
• Experience with marketing automation tools (Marketo, Pardot, Eloqua).
• Skilled in digital marketing (SEO, PPC, Google Ads, email and social media).
• Proficient in Microsoft OfficeSuite, including Word, Excel, Publisher, and PowerPoint.

Cognitive Requirements

• Ability to manage multiple projects and prioritize in a fast-paced environment.
• Strong problem-solving skills and attention to detail.
• Ability to interpret campaign performance data and optimize strategies accordingly.
• Creative thinking to support compelling content and dealer programs.
• Strong grammatically correct written communication skills in English to articulate complex technical concepts.

Personal Skills & Physical Demands

• Clear communicator with strong writing and verbal skills.
• Organized, proactive, and dependable.
• Collaborative team player with ability to work across departments.
• Adaptable and open to feedback and continuous improvement.
• Ability to get along with others, demonstrating a collaborative and team-oriented approach.
• Regularly required to sit, talk, hear, and use hands to type and write.
• Occasionally required to stand, walk, and reach with hands and arms.
• Communicate effectively in verbal and written form.
• Visual activities include ability to distinguish colors and clarity of vision at twenty (20) feet or more, clarity of vision at twenty (20) inches or less, and three-dimensional vision.
• Must be able to occasionally lift and/or move up to 10 pounds.

Work Conditions

• Work is primarily performed in an office environment with moderate noise levels
• Occasional exposure to production or testing environments where safety protocols must be followed.
• May occasional have overnight travel to dealerships, shows, and other events.

Title: VP, Customer Experience & Success

Location: USA (Bay Area preferred)

Reports to: President

Team Size: 50+ (CS, Professional Services, Support, CS Ops)

Company: Milestone Inc.

About Milestone:

Milestone Inc. is a leading Digital Experience Software and Services company focused on AI-first discovery, personalization, and conversion across all digital touchpoints. Our platform enables brands to be visible in search engines and AI answer engines through structured data, entity intelligence, and AI-driven orchestration.

We serve complex, multi-location enterprises across hospitality, banking/financial services, and MarTech-driven organizations, operating a hybrid SaaS + Services business model at scale.

VP - CS Role Overview:

Milestone is seeking a strategic, revenue-oriented VP of Customer Experience & Success to own retention, expansion, partnerships, and customer outcomes across a global customer base.

This is a revenue-adjacent executive role, accountable for GRR, NRR, churn reduction, expansion ARR, payback period, and customer lifetime value—not just customer satisfaction.

The VP - CS will design and operate a modern, AI-powered Customer Success engine, spanning onboarding through expansion, while leading distributed teams across the US, India, Canada, and Mexico.

Problems We Are Looking to Solve:

The VP - CS will be entrusted with solving systemic, enterprise-level challenges including:

• Lifecycle execution challenges across onboarding, adoption, renewal, and expansion
• Limited predictability in churn risk, renewals, and expansion forecasting
• Scalability and repeatability in CS playbooks
• Fragmentation across SaaS + Services delivery models
• Underutilization of AI and automation in CS workflows
• Weak executive-level customer relationships in complex verticals

Key Responsibilities:

1. Strategic Customer Success & Revenue Ownership

• Own and improve GRR, NRR, churn, expansion ARR, CLV, and cohort health
• Operate and forecast a multi-million-dollar global book of business
• Design and run end-to-end scalable and repeatable lifecycle playbooks:
• Onboarding → Adoption → Value Realization → Renewal → Expansion
• Establish a rigorous operating cadence:
• QBRs, executive reviews, health scoring, churn risk models, expansion pipelines
• Directly align CS outcomes with Company OKRs and board-level metrics
• Own the creation of systematic, built-in expansion engines so that customers adopting the Milestone product stack have defined, automatic ARR growth year over year.

2. Global Leadership & Operating Rigor

• Lead and scale 60+ global team members across CS, PS, Support, and CS Ops
• Implement clear playbooks, SLAs, escalation models, and governance
• Drive tight cross-functional alignment with Sales, Product, Marketing, Engineering, and Delivery
• Lead change management for:
• New processes
• Pricing & packaging shifts
• AI-enabled workflows and tooling

3. MarTech, Hospitality & Banking Domain Leadership

• Bring deep expertise in MarTech ecosystems:
• CDPs, CRMs, personalization, attribution, ABM, campaign orchestration
• Demonstrate direct experience serving hospitality and banking / financial services clients:
• Translate platform capabilities into vertical-specific business outcomes
• Act as an executive partner to CMOs, CDOs, Heads of Digital & Loyalty

4. AI, Automation & CS Technology Leadership

• Deploy AI-driven Customer Success capabilities, including:
• Predictive health scoring
• Churn and risk signals
• Automated play triggers & next-best-action systems
• Renewal and expansion forecasting
• Drive automation across the CS stack:
• CRM, ticketing, in-app guidance, chatbots, knowledge bases
• Improve:
• Time-to-value
• CS productivity
• Margin and scalability
• Continuously evaluate and optimize AI tools across CS and MarTech ecosystems

5. Hybrid SaaS + Services Model Excellence

• Operate seamlessly across:
• Recurring SaaS (land-and-expand, usage-driven models)
• Services (projects, retainers, SOWs, campaigns)
• Define clear value, scope, and success metrics for blended offerings
• Partner with CS Ops / Rev Ops to standardize:
• Handoffs
• Capacity planning
• Margin and profitability tracking
• Replace hero-driven delivery with repeatable, scalable execution models

6. Executive, Entrepreneurial & Culture Leadership

• Bring an entrepreneurial mindset suited for ambiguity and scale
• Build a strong CS leadership bench in the Bay Area while leveraging global teams
• Demonstrate executive presence through:
• Board-level storytelling
• Strategic customer engagement
• Partner and ecosystem leadership
• Serve as a culture carrier, reinforcing:
• Ownership over activity
• Accountability over intent
• Customer obsession over internal comfort

Ideal Candidate Profile:

We are seeking a strategic, data-driven, and execution-focused CS leader who:

• Thinks in outcomes, revenue, and systems, not just relationships
• Operates comfortably with C-suite buyers in complex enterprises
• Understands SaaS economics and services margin deeply
• Can design scalable operating models and still drive execution
• Is equally credible with boards, customers, and frontline teams
• Strong learning mindset

Required Experience & Qualifications:

• 15–20+ years in SaaS, MarTech platforms, agencies, or high-growth B2B environments
• Proven VP or Sr Director experience owning retention and expansion outcomes
• Previous high growth/startup experience is must have
• Strong command of CS economics:
• GRR, NRR, churn, expansion, payback period, cohort health
• Deep exposure to hospitality and/or banking verticals
• Global leadership experience across multi-time-zone teams
• Bay Area presence preferred

Key Focus Areas (2026 Lens):

• Revenue retention and expansion predictability
• Lifecycle playbook standardization at scale
• AI-powered CS workflows and automation
• Executive-level customer partnerships
• Margin improvement across SaaS + Services
• Establishing and Growing Partnership /Agency Programs

KPI & Metrics Ownership:

• Gross Revenue Retention (GRR)
• Net Revenue Retention (NRR)
• Churn Rate (Logo & Revenue)
• Expansion ARR
• Customer Lifetime Value (CLV)
• Time-to-Value
• Renewal Forecast Accuracy
• CS Productivity & Margin
• Customer Sentiment (NPS / CSAT)
• AI Automation Adoption & Efficiency Gains

What Success Looks Like (First 12–18 Months):

• Measurable improvement in GRR, NRR, and churn reduction
• Globally adopted lifecycle playbooks
• Predictable renewal and expansion forecasting
• AI-driven CS workflows delivering efficiency gains
• Strong executive relationships across top accounts
• A scalable, high-performing global CS leadership team

Why Milestone:

• Founder-led, award-winning, AI-first platform
• Deep focus on GEO, AI visibility, and customer outcomes
• Opportunity to shape Customer Success as a true growth engine
• Certified Great Place to Work

Brown & Brown is seeking an Insurance Operations Auditor, Employee Benefits to join our growing team in Troy, MI or Roseland, NJ!

As a member of the Internal Operations Audit Team, the Employee Benefits Insurance Operations Auditor is responsible for reviewing, analyzing and making recommendations regarding the implementation of Brown & Brown best practices throughout all of the Brown & Brown Profit Centers to aid in the prevention and mitigation of E&O incidents for the Company.

How You Will Contribute:

• Assist and/or lead in the performance of Insurance Operations audits of Profit Centers in the Retail Employee Benefits Division to verify compliance with Brown & Brown best practices.
• Build knowledge of and support audits of Wholesale/Programs divisions, as applicable.
• Complete prep-work and file review as assigned with a high level of accuracy.
• Perform all functions of the audit process including leading certain departments or special units within the Profit Center.
• Complete assigned file review with detailed notes documenting positive and negative findings as applicable.
• Contribute to determination of audit findings and classification.
• Communicate findings from review work with teammates and communicate with the Profit Center as necessary.
• Assume additional responsibilities, as assigned, to ensure successful audit completion.
• When leading an audit:
• Ensure accurate and timely completion of work in preparation for reviews including, but not limited to: review of prior reports, procedures manuals, issuing carrier ratings and exceptions, licensing & contracts.
• Ensure accurate and timely completion of file review including detailed notes documenting positive and negative findings.
• Lead information gathering interviews with Profit Center teammates prior to reviews.
• Lead conversations within team regarding potential findings and issues. Demonstrate judgment in determining appropriate findings and classifications.
• Escalate concerns to leadership in a timely fashion.
• Demonstrate strong verbal communication skills in explaining audit findings, risks and recommendations to key stakeholders.
• Create and submit effective draft and final reports within specified timeframes.
• Review & analyze Profit Center action plans and recommend acceptable revisions as necessary.
• Conduct and document re-testing of designated items to ensure compliance with finalized action plans.
• Maintain individual expense report and submits to Insurance Operations Regional Manager as instructed.
• Develop and maintain relationship with all disciplines of the Internal Operations Audit Team.
• Ability to consistently meet deadlines and expectations through effective time management.
• Demonstrate proficiency in insurance acumen with desire to expand knowledge.
• Delegate responsibilities and hold teammates accountable in a productive manner.
• Successfully complete agreed upon educational designations
• Work to motivate and inspire others to deliver optimal performance.
• Go above and beyond defined responsibilities by proactively identifying areas of continuous improvement.
• Participate in peer-to-peer feedback sessions.
• Take initiative to share industry developments with peers.

Skills & Experience to Be Successful:

• College degree (Preferred)
• 1-2 years’ experience preferred with Employee Benefits administration or relevant HR experience
• Proficiency in Microsoft applications (Word, Excel, and PowerPoint).
• Ability to learn new management systems.
• Ability to work independently and in a team environment.
• Ability to adapt to change.
• Organize & prioritize work effectively.
• The ability to research and analyze various types of insurance products / coverages.
• Demonstrated ability to effectively communicate at all levels within the organization.
• Ability to travel up to 15%.

About Us

Posh Peanut is a fast-growing, design-obsessed baby and kids brand built for the modern parent. We are digitally native, move quickly, experiment boldly, and attract A-talent who want to build something culturally relevant and genuinely loved.

Role

We are seeking a Senior Retention & Lifecycle Marketing Manager to own strategy and execution across email, SMS, app push, loyalty, and key customer journeys. This role drives repeat purchase, customer lifetime value, and lead activation through data-informed lifecycle programs. The ideal candidate is both strategic and hands-on, partnering cross-functionally to deliver cohesive, high-performing customer experiences.

What You’ll Do

Retention & Lifecycle Ownership

• Own end-to-end strategy and execution for batch, automated, and transactional campaigns across email, SMS, and app push
• Build and scale lifecycle, winback, and post-purchase journeys using behavioral, cohort, and LTV data
• Lead content planning and briefing aligned to product launches, inventory, and promotional moments
• Manage production workflows from ideation through QA, deployment, and post-campaign analysis

Loyalty Program & Strategic Support

• Partner with leadership to shape loyalty program structure, rewards, and implementation
• Develop loyalty journeys, tiers, and personalized offers across channels

Cross-Functional Collaboration

• Align retention calendars with brand, ecommerce, merchandising, and product priorities
• Partner with creative and copy teams to deliver on-brand, customer-centric storytelling

Performance, Analysis & Compliance

• Own reporting and KPIs (i.e. open rate, CTR, CVR, revenue, unsubscribe, and LTV)
• Present insights and recommendations to stakeholders and lead implementation
• Ensure compliance with CAN-SPAM, GDPR, CCPA, and TCPA; maintain deliverability health and suppression lists

Testing & Optimization

• Lead A/B testing roadmap across subject lines, creative, timing, and segmentation
• Build advanced segmentation and dynamic content strategies to increase personalization and conversion

What You’ll Bring

• 5–8 years in lifecycle, CRM, or retention marketing for a DTC or ecommerce brand
• Deep experience with Klaviyo and Attentive; familiarity with app push tools such as TapCart
• Proven success scaling automated workflows and loyalty programs
• Strong analytical skills with proficiency in Excel or Google Sheets and analytics tools
• Comfortable QAing creative assets; HTML or CSS knowledge a plus
• Excellent project management, organization, and cross-functional communication skills
• Comfortable operating in a fast-paced, test-and-learn environment

Hybrid role based in Glendale, CA with an expectation of approximately three in-office days per week.

COMPANY OVERVIEW

Jenner & Block LLP is a law firm with a fearless reputation and global reach, high-level problem solvers in litigation, government controversies, investigations, regulatory challenges, and complex corporate transactions. With offices in Century City, Chicago, London, Los Angeles, New York, San Francisco, and Washington, DC, the firm represents a wide range of clients, counseling Fortune 100 companies, large privately held corporations, major nonprofits, top universities, private equity investors, and Native American tribes. Consistently recognized as a firm that stands up for its values with its commitment to justice and community service, Jenner has been named the No. 1 pro bono firm 13 times in the United States by The American Lawyer.

POSTION SUMMARY

As a leader within the career strategy function, the Manager, Career Strategy – Paralegal Services champions the professional growth, long-term development, and career advancement of paralegal professionals across the firm. This role partners closely with the Director, Career Strategy as well as the paralegal supervisors across offices and serves as a trusted advocate and advisor to paralegals at all levels, designing and driving career pathways, development programming and training, and identifying resources to allow paralegals to meaningfully contribute to their matter teams.

In addition to its career development focus, this individual plays a key role in talent management, resource planning, and innovation. The Manager ensures high levels of client satisfaction, team performance, and cross-office collaboration to support firmwide goals and legal service delivery.

ESSENTIAL JOB FUNCTIONS

Career Strategy & Development

• Design and implement a firmwide career development framework for paralegals, encompassing structured career pathways, competency models, and clear advancement criteria that align individual growth with firm strategy.
• Lead end-to-end paralegal talent management — from recruitment and onboarding through ongoing development — identifying opportunities that serve both individual career goals and firm needs.
• Oversee the performance evaluation process and establish benchmarking standards that drive consistency, accountability, and continuous improvement across the paralegal population.
• Ensure all paralegals have the resources, tools, and support needed to deliver responsive, high-quality, client-focused service.
• Ensure compliance with internal policies and all applicable professional development requirements, including CLE obligations and technical competency standards
• Lead regular meetings across the paralegal population to share updates on firm news and active matters, align on priorities, and drive ongoing training and professional development conversations.

Resource Management

• Optimize resource allocation, project staffing, and workflow processes to maximize efficiency and ensure the right talent is deployed to the right matters.
• Monitor performance metrics and workload distribution to ensure billable hour targets are consistently met, making proactive adjustments as needs shift.
• Serve as a strategic liaison between attorneys, legal teams, and administrative leadership to ensure seamless integration of paralegal resources within case teams and drive opportunities for improved service delivery and efficiency.
• Provide leadership and advocacy for paralegal professionals, aligning team goals with firm priorities, ensuring staffing levels meet business needs while promoting a collaborative, high-performance culture.

Change Management & Innovation

• Champion the use of new technologies and practice-specific tools to enhance productivity and collaboration.
• Stay abreast of industry trends, best practices, and innovations in legal service delivery; serve as a thought leader within the department and broader firm.

QUALIFICATIONS AND REQUIREMENTS

• Minimum of five (5) years as a practicing paralegal with a strong preference for trial experience; law firm, government agency, or investigations background also highly valued.
• Bachelor's degree required; advanced legal education or training — including a J.D. welcomed.
• Periodic travel to regional offices to support collaboration and projects.
• Proven leadership experience managing legal support teams or paralegal departments in a fast-paced, service-driven environment.
• Demonstrated ability to drive operational excellence, deliver results, and lead high-performing teams.
• Exceptional interpersonal and communication skills, with the ability to collaborate effectively at all levels of the organization.
• Strategic thinker with strong analytical, organizational, and project management skills.
• Advanced proficiency in Microsoft Office Suite and legal technology platforms, including SharePoint, Relativity, Opus 2, Lexis/Westlaw, and other trial support software.
• Must be able to work in a hybrid office setting and meet the physical demands of the position.
• Committed to maintaining confidentiality and upholding the highest standards of professional ethics.

Disclaimer

Additional Duties

This job description is intended to provide a general overview of the primary duties and responsibilities for the position. It is not an exhaustive list of all tasks or responsibilities that may be assigned. The role may include additional duties, specialized projects, and other tasks as required. The firm reserves the right to modify or adjust the responsibilities to meet business needs.

Physical Requirements

Candidates must be able to meet the physical demands of the position, including the ability to commute to the office as required on designated in-office days based on the position. The firm is committed to providing reasonable accommodations in accordance with the Americans with Disabilities Act (ADA) for qualified individuals with disabilities.

EEO Statement

Jenner & Block LLP is an equal opportunity employer. Recruitment and employment decisions are not made on the basis of an individual's race, color, creed, religion, national origin, ancestry, citizenship status, age, non-disqualifying physical or mental disability or medical condition, genetic information, sexual orientation, sex, gender identity and/or expression, pregnancy, childbirth, breastfeeding or related medical conditions, arrest record, matriculation, personal appearance, political affiliation, marital, parental, veteran, military, or order of protection status, or any other protected status or that of their relatives, friends, or associates.

Jenner & Block is proud to offer a competitive total rewards package, including comprehensive health & well-being benefits and 401k profit sharing. The anticipated pay range for this role is $175,000 to $200,000 in Chicago. The actual offered rate for this position will be determined based on several factors, including qualifications and experience, geographic location, education, external market data, and consideration of internal equity.

Location: On-site in Columbus, OH

Calling all Home Services Marketing Pros — This Is Your Moment.

If you’ve ever wished for the chance to take everything you’ve learned — and lead the marketing charge at a trusted remodeling brand poised for explosive growth — get excited because your golden opportunity has arrived.

Who You Are

You’ve built lead-generation machines that never sleep — and crafted brand stories that make people care. You thrive at the intersection of creativity and performance, where data meets emotion and storytelling meets measurable ROI. You’ve led high-performing teams and delivered results in competitive B2C spaces — especially in industries like bath and kitchen remodeling, replacement windows, roofing, HVAC, siding, flooring, or similar home services verticals.

Now you’re ready to own it all — strategy, structure, spend, and scale. If that’s you, keep reading.

About Improveit

We’re Improveit Home Remodeling — a top-performing, fast-growing company with 36+ years of success and a clear path to explosive expansion. We specialize in bath, window, and kitchen remodeling — and we’re actively entering new markets and launching new product lines.

As we grow, we’re seeking a Director of Demand Generation — a data-driven, creatively inspired leader who can build demand, elevate our brand, and craft homeowner experiences that turn into lifelong relationships.

What You’ll Own

This isn’t a 'keep the trains running' role — it’s a build-it-and-scale-it leadership opportunity for a marketing architect who thrives at the intersection of performance, brand, and customer experience.

Demand Generation & Advertising

• Own the full-funnel demand generation strategy across digital (paid search, paid social, video, SEO, display, retargeting) and traditional media (print advertising, direct mail, etc.).
• Manage media budgets with precision — optimizing for CPL, CPA, lead quality, and revenue attribution.
• Leverage analytics to track conversion metrics and continuously improve lead-to-appointment rates.
• Build test-and-learn roadmaps to refine messaging, creative, and targeting strategies.
• Scale multi-channel campaigns that drive predictable lead volume and profitable growth.

Brand Marketing & Creative Direction

• Lead the evolution of the Improveit brand to strengthen awareness, trust, and emotional connection with homeowners.
• Develop integrated brand campaigns that balance storytelling with measurable performance outcomes.
• Oversee creative development across TV, video, social, email, and print — ensuring every touchpoint aligns with brand standards and performance goals.
• Partner with design and content teams to bring bold, authentic, high-converting creative to life.

Lifecycle & Customer Journey Marketing

• Map and manage the homeowner journey — from first impression to repeat project and referral.
• Design and deploy personalized lifecycle campaigns (email, SMS, direct mail, social) that drive engagement, retention, and advocacy.
• Collaborate with Customer Experience and Operations to ensure marketing aligns with the in-home experience.
• Champion cross-sell and win-back strategies that turn homeowners into lifelong customers.

Leadership & Team Development

• Lead, coach, and grow a high-performing marketing team across digital, creative, and lifecycle functions.
• Foster a culture of innovation, accountability, and collaboration.
• Align team priorities with company-wide growth goals in partnership with the VP of Marketing.
• Manage agency and vendor relationships to ensure best-in-class execution and measurable ROI.

What You Bring

• 10+ years of progressive marketing experience, including 5+ years in B2C direct response or demand generation — ideally within home remodeling, home services, or a related industry.
• Proven ability to scale lead-generation programs that drive high-quality homeowner leads and revenue, including both offline and online marketing programs.
• Deep expertise in paid media, lifecycle marketing, and brand storytelling.
• Past successful track record with print media and direct mail programs.
• Hands-on experience with platforms like Google Ads, Meta, YouTube, Salesforce, SFMC, and attribution modeling tools.
• Data-driven decision-making with strong analytical and creative instincts.
• Executive presence with the ability to influence cross-functional teams and leadership.
• Bachelor’s degree in marketing, communications, or related field; MBA preferred.

What We Offer

• Highly Competitive Compensation + Performance-Based Bonus Opportunity
• Medical and Dental Insurance
• 401(k) with Company Match
• Paid Vacation, Holidays, and Personal Time
• Upbeat, Positive, and Collaborative Culture
• Beautiful Work Environments You’ll Be Proud to Call Home
• Incredible Marketing Technology Stack
• Advanced Career Growth Opportunities in a Rapidly Expanding Company
• Autonomy to Lead, Develop, and Grow Your Teams
• Money to Invest in Marketing Ideas and New Initiatives
• The Stability of a 36-Year Brand with the Energy of a Startup

How We’re Different

At Improveit, marketing isn’t a department — it’s a driving force behind our mission to transform homes and lives. We’re a 35-year-strong, people-first company with the mindset of a startup and the heart of a family. Our growth is fueled by grit, innovation, and the belief that when we do right by homeowners and each other, we all win.

You’ll join a team that’s rewriting what’s possible in the home improvement industry — fueled by data, powered by creativity, and united by purpose.

Here, your ideas aren’t just heard — they’re implemented, tested, celebrated, and scaled. You’ll collaborate with passionate sales, operations, and executive leaders who share your obsession with performance and customer experience.

We believe in creating leaders, not just marketers. In building systems that scale and brands that endure. And we believe in doing it all while staying true to our values — #NeverSatisfied, #CommittedToExcellence, and #WinTogether.

What You’ll Gain

• Impact with Purpose: Drive marketing that changes the trajectory of families, careers, and communities.
• Creative Freedom: Build and evolve a brand with a powerful story and an even brighter future.
• Growth Opportunity: Be part of a company scaling rapidly into new markets, products, and possibilities.
• Culture of Winning Together: Work alongside passionate, driven people who genuinely care — and who have each other’s backs.
• A Career You’ll Be Proud Of: Contribute to a legacy of quality, trust, and transformation that homeowners across the Midwest have counted on for decades.

Ready to Lead What’s Next?

If you’re a high-performing, home services-focused B2C marketing leader ready to blend creativity with performance, brand with demand, and passion with purpose, your next chapter starts here.

Let’s build the next era of Improveit together.

Apply today — and play a pivotal role in leading our charge forward.

JOB SUMMARY

The Marketing Analyst job is customer-facing and focuses on expanding customer acquisition and engagement capabilities for ARGO’s Connects product suite for the Financial Services industry.

The Marketing Analyst role encompasses ensuring ongoing product suite market competitiveness and solution delivery readiness to Argo’s Financial Services customers. The Connects solution extends customer experience and engagement throughout the customer's journey. It supports acquisition, fulfillment, service, retention, and risk management. It meets the needs of both individual and business customers in an Omni-channel world.

The Marketing Analyst will be responsible for working with Argo’s client’s to optimize their usage of the Connects solution for customer engagement campaigns through all stages of the customer journey from a lead thru conversion using insightful analytics to help better understand the client’s end users and reporting back with easy to understand data visualization and clear solutions. Your role will continue post client implementation to ensure our clients are getting the full value of our solutions.

EXPECTED WORK AND PERFORMANCE

Job duties and responsibilities include the following. Other duties may be assigned as needed.

1. Marketing Plans

a. Have an in-depth understanding and the application of customer journey stages, especially how our solution generates earlier engagement in the Awareness and Consideration phases of the journey.

b. Create best practice methods and specific customer engagement campaign models using scientifically proven engagement methods.

c. Plan, develop, and monitor digital (email and SMS) campaign performance and channel tracking.

d. Translate requirements into technical specifications for development, data, and reporting teams and, conversely, technical approaches into easily digestible insights.

2. Client (Customer) Engagement

a. Define, design, and communicate storyline and demonstration on value proposition to customers.

b. Create best practice-based templates to facilitate rapid customer implementation.

c. Define and design campaigns for each stage of the customer journey, from prospect nurturing through awareness, influencing conversion, onboarding, soliciting feedback, customer management, retention, and relationship expansion,

which are automated, and staff led to optimize use of staff?

d. Recommend campaign optimizations to reduce customer friction and increase customer engagement.

e. Devise and evaluate methods for collecting data, such as surveys, questionnaires, focus groups, opinion polls, etc., interpret, organize, and present actionable findings to clients.

f. Serve as the voice of our customers, understanding their needs for topics including surveys and campaigns and communicate those to both Argo and Client teams.

3. Marketing Research

a. Research and recommend marketing constructs that will benefit both Argo and client (Relevance by market segment, etc.)

b. Conduct competitive research, analyze benchmarking data, and provide value add recommendations.

c. Analyze current/ongoing targeting strategies to define and implement new opportunities for media optimization, including A/B testing of delivered content and success ratios.

d. Content types and uses for Awareness and Consideration – effectiveness research – video, text, pictures, infographics (what should we consider for product knowledge and education)

e. Research, recommend, and obtain digital marketing certifications for our staff that increase our value proposition to customers as directed.

4. Marketing Automation

a. Oversee the marketing automation strategy inclusive of customer journey framework, customer data platform (CDP), segmentation and customer preference management, content and creative, targeting and list management in collaboration with technical teams.

b. Define marketing process around single and multifunctional campaigns across multiple channels, Including A/B testing. campaigns for prospect nurturing and lead generation i.e. conversion to customer.

c. Create and document best practices for customer delivered content (Email, SMS) with a focus on creating compelling calls to action (CTA)

d.

e. Ensure marketing automation tools are intuitive and easy to use.

f. Research and document plans for integration to third-party advertising such as Google – relevant methods, integration, documenting relevance to Argo solutions for customer engagement solutions and how Argo would utilize.

g. Linked In – research for business customer segment, and document relevance and potential integration into Argo solutions.

h. Research use and relevant of Social Media platforms to Argo solutions – research, pros, cons, relevance for us to consider. Document universe of “applicable” integration points

5. Performance Results - Reporting and Analysis

a. Evaluate target demographics, appropriate distribution channels and marketing outlets.

b. Interpret performance results using data science models, draw conclusions about findings.

c. Measure, evaluate and report on the effectiveness and ROI of marketing channels, methods, strategies, and digital marketing campaigns.

d. Have knowledge of customer segments, collect, and analyze data regarding customer preferences, demographics, buying patterns, habits, and needs to better identify market potential and factors influencing product demand.

e. Study and understand the behavior and expectations of online users with ability to communicate out the customers experience and behaviors. Such as customer intent and effectiveness of the sales funnel.

f. Create and communicate informative reporting that highlights marketing KPI’s like leads, conversion rates, website traffic and social media engagement and highlights relevant business trends and opportunities for improvement.

g. Measure results from customer Net Promoter Score (NPS) and satisfaction questionnaires across customer segments to drive an active feedback loop for marketing strategies.

QUALIFICATIONS

• 5+ years of marketing experience with a minimum of 3+ years of digital marketing experience in sales campaign execution, online commerce, survey tools or related fields

o Experience in Financial Services preferred.

o Experience and responsibility for direct-to-consumer marketing through digital and retail channels such as consumer goods, financial services, with direct-to-customer experience in acquisition, relationship, and retention management.

o Knowledge of the psychology of consumer buying patterns and behaviors

• Education - Bachelor’s Degree with studies in Marketing, Market Research, Business Administration or similar

• Able to travel to customer sites or industry events up to 15% of the time.

REQUIRED SKILLS / EXPERIENCE / KNOWLEDGE

The Marketing Analyst is a subject matter expert with direct-to-consumer sales and marketing experience.

Candidate should have detailed knowledge of:

• Marketing campaign execution

• Customer Journey Mapping and experience optimization

• Customer survey and measurement programs including Voice of Customer NPS

• Data visualization tools

• Knowledge of common CRM programs such as SalesForce

Candidate should have a good balance of knowledge in areas such as:

• Working knowledge of search engines, web analytics and business research tools

• Communication Skills - proven ability to communicate effectively both written and verbally with customers at all levels – from end-users to management.

• Analytical skill to convert data into presentable and consumable formats, strong quantitative analytical and critical thinking skills.

• High degree of IT Automation literacy including:

o The ability to recognize, understand, and effectively use technology concepts in your day-to-day job functions including training, implementation, and testing.

o A working knowledge of the technological systems and their makeup (hardware and software components) used in branch automation solutions.

o A general understanding of data constructs (where is data stored, what systems “own” the data, system of record) what is the availability of data and KPI’s numerical interpretation)

ATTENDANCE/WORK LOCATION

The position is based in our Richardson, TX Headquarters. Daily physical presence in the office is required for interaction with co-workers, attending meetings, and for collaboration on projects.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to stand, walk; sit stationary; constantly operate computer keyboarding and office equipment. talk or hear, to communicate with employees, and/ or customers (must be able to exchange accurate information in various situations). The employee is required to regularly communicate with other employees, confer or coordinate with other employees. While performing their duties the candidate must be able to travel overnight, including occasional weekends.

DISCLAIMER

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.