Depthfirst Valuation Jobs in Usa

Serve as the asset manager and contact person for internal, borrower, and third-party requests/concerns for assigned loans.

Proactive oversight and timely resolution of a portfolio of specially serviced CLO loans and other distressed debt assets.

Report to senior management updates on assigned loans.

Analyze property operating performance through review of operating statements, rent rolls and leases.

Evaluate and abstract loan documents.

Communicate effectively with internal and external parties including borrowers, legal counsel, property managers, other lenders, servicers, and other Rialto departments.

Negotiate complex transactions.

Perform research on various real estate markets throughout the U.S. and communicate with brokers in these markets.

Comprehensive analysis and understanding of loan collateral dynamics, value determination, and resolution alternatives.

Strong organizational skills with the ability to manage multiple priorities.

Prepare valuation and cash flow analysis on projected loan resolutions based on Borrower proposals including DCF / IRR / NPV scenarios for various strategies.

Underwrite potential new investment opportunities in CMBS, equity recapitalizations, asset/portfolio acquisitions, and mezzanine/preferred equity.

Prepare weekly, monthly, and quarterly reports for the executive team and outside parties.

Underwrite performing loan requests for reserve disbursements, lease approvals, loan extensions and other requests as needed and ensure all requests are handled in compliance with the terms of the related Loan Documents.

Bachelor's Degree from an accredited university is required, preferably in a related course of study like Commercial Real Estate or Finance.

Minimum of 5 years' experience in the workout of non-performing commercial real estate loans or debt asset management.

Advance knowledge of commercial real estate, fixed income, and general financial concepts.

Knowledge of bank, conventional, agency, and/or CLO origination and servicing is recommended.

Ability to underwrite commercial real estate and/or residential acquisition, development, and construction transactions, as well as possess excellent verbal and written communication skills.

High level proficiency working with Microsoft Excel, Word, and PowerPoint, in addition to a basic competency working with Argus and CRE Market Data Providers.

Strong work ethic and attention to detail.

Ability to manage time effectively while handling a variety of projects.

Prior credit/real estate underwriting experience.

The ideal candidate would have a strong understanding of loan documents or demonstrate the aptitude to quickly become familiar with loan documents.

Strong written and verbal communication skills.

Ability to multi-task and collaborate within a team setting.

Must be team-oriented and work well in a collaborative environment.

While performing the duties of this job, the Associate is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop. The Associate must occasionally lift and/or move up to 25 pounds. Evening or weekend work may be necessary to meet deadlines.

This description outlines the basic tasks and requirements for the position noted. It is not a comprehensive listing of all job duties.

Rialto Capital is committed to the principles of Equal Employment Opportunity. Our policy is to provide equal employment opportunity to all applicants and Associates without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age (40+), disability, veteran status, genetic information (including family medical history), or any other legally protected status.

Our company uses E-Verify to confirm the employment eligibility of all newly hired employees.

To learn more about E-Verify, including your rights and responsibilities please visit: .

Warehouse Coordinator is responsible for ensuring the smooth and efficient operation of our warehouses. The ideal candidate should possess strong organizational skills, attention to detail, and the ability to coordinate various warehouse activities for optimal productivity.

The Logistics Coordinator is responsible for Shipping & Receiving and ensuring products and parts are shipped and received in a timely fashion.

Duties:

• The Logistics Coordinator is responsible for facilitating, coordinating, and managing all domestic and international shipments and receive incoming material to inventory.
• The position ensures that international shipments are in compliance with customs rules and regulations.
• Plan, prepare and process export, import and trans-border activities by country.
• Work with Trade Compliance while conducting day-to-day trade activities to ensure international shipments are in compliance including: shipping documentation, export license determination, Harmonized System Code (HS) classification, Valuation and Incoterms.
• The position has significant interaction with Supply Chain, Customer Service, Production, Quality Assurance, and Sales & Marketing.
• Follow proper business practices and standards as dictated by 5S practices.

For the Attorney Who's Already Built Something Great!

You've done the hard part. You have clients who trust you, a reputation you've earned, and a book of business that proves your value. But maybe you're at a firm where the support doesn't match your ambition — or you're flying solo and realizing that growth has a ceiling without the right infrastructure behind you. Lass Law APLC is looking for you!

We are a boutique family law firm in Carlsbad known for handling complex, high-stakes dissolution matters — business valuations, custody disputes, high-net-worth asset division, and everything in between. Our team is sharp, our support staff is exceptional, and our culture is built on the belief that when attorneys are set up to thrive, clients get better outcomes.

What you bring: A portable book of business in family law (or a complementary practice area), a client-first mindset, and the drive to keep building something meaningful.

What we offer: Real infrastructure. Experienced paralegals and associates. A collaborative team culture. Competitive compensation with a partnership track for the right candidate. And a firm that actually invests in your growth — not just your billables.

This is not a place to punch a clock. This is a platform.

If you've been waiting for the right fit, this might be it.

To apply: Send your resume and a brief note about your practice and what you're looking for to Confidential inquiries welcome.

Lass Law APLC — Solutions That Move Your Family Forward.

Responsibilities

• Represent clients in family law cases, including divorce proceedings, child custody disputes, and spousal support negotiations.
• Draft and review legal documents such as pleadings, motions, settlement agreements, and court filings with precision and clarity.
• Negotiate settlements effectively to resolve disputes amicably while protecting clients' interests.
• Manage all aspects of family law cases, from initial client consultation through court appearances, mediation or trial.
• Maintain meticulous records of case progress and ensure compliance with legal administrative requirements.

Qualifications

• Juris Doctor (JD) degree from an accredited law school with active bar admission in the relevant jurisdiction.
• Proven experience handling family law cases with a strong track record of successful outcomes.
• Strong writing skills with the ability to draft clear and persuasive legal documents.
• Excellent negotiation abilities to facilitate favorable settlements for clients.
• Familiarity with litigation procedures and courtroom procedures for family law matters.
• Prior legal administrative experience to manage case files efficiently and meet deadlines.

Benefits:

• 401(k)
• 401(k) matching of 4%
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Family law: 5 years (Required)

License/Certification:

• California Bar Membership in good standing (Required)

Work Location: Hybrid remote in Carlsbad, CA 92009

Probate & Estate Administration Attorney

Portland, Maine

A respected Portland, Maine law firm is seeking a Probate & Estate Administration Attorney to join its growing trusts and estates practice. This role offers the opportunity to work closely with individuals, families, and fiduciaries in navigating probate proceedings and estate administration matters throughout Maine.

The ideal candidate will have experience assisting clients through the probate process, managing estate administration matters, and advising fiduciaries on their duties and responsibilities.

Key Responsibilities

• Manage probate matters from initial filing through final distribution
• Advise personal representatives, trustees, and beneficiaries regarding estate administration
• Prepare probate petitions, inventories, accountings, and related court filings
• Coordinate asset collection, valuation, and distribution during estate administration
• Communicate with beneficiaries, financial institutions, and courts regarding estate matters
• Conduct legal research and assist with resolving probate disputes when necessary

Qualifications

• Admission to the Maine Bar or eligibility for admission
• 2–6 years of experience in probate, estate administration, or trusts & estates law
• Experience preparing probate filings and managing estate administration matters
• Strong client communication and organizational skills
• Ability to manage multiple matters in a deadline-driven environment

Preferred Experience

• Familiarity with Maine probate court procedures
• Experience with trust administration or estate planning documents
• Experience working directly with fiduciaries and family members during estate administration

About the Opportunity

Portland is home to a vibrant legal community and offers a high quality of life, combining coastal living with a growing professional market. This position provides the opportunity to build a long-term practice within a collaborative firm environment serving individuals and families throughout Maine.

Pay: $175,000.00 - $200,000.00 per year

Why This Is a Great Opportunity

• Step into a true lead trial role with real autonomy: run your own complex products liability matters from intake through verdict
• High earning upside with a strong base salary plus a percentage of recoveries
• Join a boutique plaintiff firm that values trust, compassion, and real client impact
• Relocation assistance provided for the right trial lawyer ready to hit the ground running
• Fast hiring timeline with a target start within 30 days

Location: Houston, Texas (on site role with courtroom focused work and travel for depos, hearings, and trial as needed)

Note: This is not a training position. We are hiring a self directed plaintiff trial attorney who can independently manage a docket, supervise staff, and drive recoveries with minimal oversight.

About Us

We are a boutique plaintiff personal injury firm built on trust, high standards, and doing right by clients when it matters most. Our team is known for strong advocacy, professional excellence, and a culture that combines urgency with compassion. Confidential Employer.

Job Description

• Own a complex plaintiff personal injury docket with a heavy products liability focus from intake through verdict
• Serve as first chair trial counsel and lead trial strategy, motion practice, expert development, and case valuation
• Retain and work directly with liability, medical, economic, and engineering experts and manage expert discovery
• Take and defend expert depositions and corporate representative depositions (Rule 30(b)(6) or state equivalent)
• Draft and argue dispositive motions and key evidentiary motions
• Prepare and present cases for mediation and trial and negotiate from a position of strength
• Drive medical case management oversight by coordinating and monitoring client treatment and damages development
• Supervise and develop paralegals, legal assistants, and case managers with disciplined docket control
• Maintain excellent client communication and expectation management

Qualifications

• 5+ years of plaintiff personal injury litigation experience with meaningful products liability experience
• First chair jury trial experience in at least 5 jury trials
• Proven ability to take cases from filing through verdict with strong motion practice and deposition skills
• Track record managing an independent docket and staying ahead of deadlines with organized trial prep
• Comfortable with travel for depositions, hearings, and trial
• Licensed and in good standing (Texas strongly preferred given the on site Houston based practice)

Why You Will Love Working Here

You will have the platform, resources, and autonomy to do high stakes plaintiff work at a high level without micromanagement. We move with urgency, treat clients with care, and reward performance. If you are a courtroom ready trial lawyer who wants real responsibility and real upside, you will thrive here.

JPC-769

Job Type: Full-time

Benefits:

• Dental insurance
• Paid time off
• Relocation assistance
• Retirement plan
• Vision insurance

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

As a dedicated Sr. Field Auto Appraiser, you will within defined guidelines and framework responsible for the investigation, negotiation, evaluation and appraisal of vehicle damage claims for both repairable and total loss vehicles to ensure estimate accuracy in compliance with state laws and regulations. Accountable for delivering exceptional member service through setting appropriate expectations, proactive communications, advice, and empathy.

What you'll do:

• With the use of digital tools, evaluates and appraises highly complex auto physical damage claims in accordance with the terms and conditions of the contract, corporate guidelines and state laws and regulations.
• Investigates claim damages including communicating with the insured, internal claims adjusters, and third parties/vendors. May require face-to-face interactions with members and third parties.
• Reviews facts of loss and vehicle damage to determine if subrogation opportunities exist and ensures all supporting physical damage documentation is in the claim.
• Demonstrates advanced knowledge of P&C insurance industry products, services, contracts, and internal processes/systems/procedures to ensure compliance with laws, regulations, and policy provisions.
• Reviews claims/suppliers for fraud indicators and refers to Special Investigations Unit for handling, if applicable.
• Maintains accurate and current claim file documentation throughout the claims process for complex claims.
• Maintains high standards of productivity through effective desk management, timely follow ups, and accurate mapping of repair plan and timeline for repair in support of fast and accurate claims adjudication.
• Responsible for reviewing additional damages received from repair facilities to either complete a supplement or triage to field provider method of inspection.
• May serve as a subject matter expert representative for disputed claims or trials. Serves as a resource to team members on escalated issues of a routine nature.
• Partners with vendors and internal business partners to facilitate the highest complexity claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance.
• Proactively provides policyholders with information regarding their coverage, repair estimate or total loss valuation, and claims/repair process while setting appropriate expectations.
• Supports workload surges and catastrophe (CAT) response operations as needed, including required on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
• May be assigned CAT deployment travel with minimal notice during designated CATs.
• Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• High School Diploma or General Equivalency Diploma.
• 2 years of auto appraising experience.
• Proficient knowledge of P&C insurance policy contracts and coverages, auto parts distribution process and claim appraisal process and procedures.
• Advanced working knowledge of estimating losses using CCC or similar estimating platforms.
• Demonstrated written and verbal skills to communicate with members, claimants, repair facilities, and other internal and external stakeholders.
• Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.

What sets you apart:

• I-Car PlatinumTM designation
• Solid understanding of repair methods for Luxury, Hybrid and all Electric vehicles.
• Partners with vendors and internal business partners to facilitate the highest complexity claims.

Physical Demand Requirements:

• May require the ability to operate a company vehicle within assigned territory.
• May require the ability to reach, handle, squat, bend, climb, and keen as needed to complete inspections of damaged vehicles.
• May require the ability to work outdoors in inclement weather conditions; May be exposed to working in body shop and/or salvage yard environments up to 25% of the time.
• May be required to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license.

Compensation range: The salary range for this position is: $63,590 - $121,530 .

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

As a dedicated Sr. Field Auto Appraiser, you will within defined guidelines and framework responsible for the investigation, negotiation, evaluation and appraisal of vehicle damage claims for both repairable and total loss vehicles to ensure estimate accuracy in compliance with state laws and regulations. Accountable for delivering exceptional member service through setting appropriate expectations, proactive communications, advice, and empathy.

What you'll do:

• With the use of digital tools, evaluates and appraises highly complex auto physical damage claims in accordance with the terms and conditions of the contract, corporate guidelines and state laws and regulations.
• Investigates claim damages including communicating with the insured, internal claims adjusters, and third parties/vendors. May require face-to-face interactions with members and third parties.
• Reviews facts of loss and vehicle damage to determine if subrogation opportunities exist and ensures all supporting physical damage documentation is in the claim.
• Demonstrates advanced knowledge of P&C insurance industry products, services, contracts, and internal processes/systems/procedures to ensure compliance with laws, regulations, and policy provisions.
• Reviews claims/suppliers for fraud indicators and refers to Special Investigations Unit for handling, if applicable.
• Maintains accurate and current claim file documentation throughout the claims process for complex claims.
• Maintains high standards of productivity through effective desk management, timely follow ups, and accurate mapping of repair plan and timeline for repair in support of fast and accurate claims adjudication.
• Responsible for reviewing additional damages received from repair facilities to either complete a supplement or triage to field provider method of inspection.
• May serve as a subject matter expert representative for disputed claims or trials. Serves as a resource to team members on escalated issues of a routine nature.
• Partners with vendors and internal business partners to facilitate the highest complexity claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance.
• Proactively provides policyholders with information regarding their coverage, repair estimate or total loss valuation, and claims/repair process while setting appropriate expectations.
• Supports workload surges and catastrophe (CAT) response operations as needed, including required on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
• May be assigned CAT deployment travel with minimal notice during designated CATs.
• Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• High School Diploma or General Equivalency Diploma.
• 2 years of auto appraising experience.
• Proficient knowledge of P&C insurance policy contracts and coverages, auto parts distribution process and claim appraisal process and procedures.
• Advanced working knowledge of estimating losses using CCC or similar estimating platforms.
• Demonstrated written and verbal skills to communicate with members, claimants, repair facilities, and other internal and external stakeholders.
• Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.

What sets you apart:

• I-Car PlatinumTM designation
• Solid understanding of repair methods for Luxury, Hybrid and all Electric vehicles.
• Partners with vendors and internal business partners to facilitate the highest complexity claims.

Physical Demand Requirements:

• May require the ability to operate a company vehicle within assigned territory.
• May require the ability to reach, handle, squat, bend, climb, and keen as needed to complete inspections of damaged vehicles.
• May require the ability to work outdoors in inclement weather conditions; May be exposed to working in body shop and/or salvage yard environments up to 25% of the time.
• May be required to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license.

Compensation range: The salary range for this position is: $63,590 - $121,530 .

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Company Description

Premier is a leader in real estate investment services, specializing in creating innovative solutions for property transactions. The company is dedicated to providing exceptional services to clients while fostering growth and empowerment within their team. Known for its integrity and expertise, Premier has built a strong reputation in the real estate investment industry. Our mission is to deliver outstanding results and create win-win solutions for every client and stakeholder involved.

Role Description

We are seeking a motivated Property Acquisition Sales Representative for an on-site, full-time position in West Palm Beach, FL. In this role, you will be responsible for identifying and acquiring properties that align with company investment criteria. Daily tasks may include building and maintaining relationships with property owners, researching and analyzing property values, negotiating purchase agreements, and maintaining accurate records of leads and transactions. You will actively collaborate with team members to meet acquisition goals and ensure a smooth transaction process.

Qualifications

• Proven experience in Sales, Negotiation, and Relationship Building
• Strong skills in Market Research, Data Analysis, and Property Valuation
• Excellent Communication, Persuasion, and Interpersonal Skills
• Ability to Manage Multiple Leads, Meet Targets, and Stay Organized
• Familiarity with Real Estate Transactions, Investment Processes, and Local Market Trends
• Proficient in using CRM software or other database management tools
• A valid Florida Real Estate License is preferred but not required
• Self-motivation and willingness to participate in ongoing training and development
• Bachelor’s degree in Business, Real Estate, or a related field is a plus

Do you agree to the additional job application terms, linked in the job description and available at

Come join Connecticut Innovations (CI) as a Senior Associate/Associate primarily supporting our Technology Fund with opportunities to support other CI Venture Funds!

Connecticut Innovations (CI)

As Connecticut's strategic venture capital arm and one of the most active investors on the eastern seaboard, CI has a portfolio of 220+ companies across various industries, with strengths in life sciences, technology and climate tech. CI meets with hundreds of companies every year, identifying the most promising early-stage companies looking to grow in the state. Every year, CI invests in 20+ new companies, in addition to providing follow-on capital to existing portfolio companies. CI also invests as a Limited Partner in outside venture funds based in CT (17 in the past 6 years).

• CI has invested $700+ million in innovative startups since 1995
• CI’s leveraging power is 10X, or $7+ billion

CI announced it invested $45.8 million in 67 companies and venture funds throughout the fiscal year ending June 30, 2025. CI’s investments also helped to attract an additional $653 million in outside capital into its portfolio companies. The fiscal year generated $43.2 million in proceeds, which will allow CI to invest in more early-stage companies in the future.

Our culture is vibrant, diverse, collaborative, and inclusive. We embrace perspective and have mission alignment on our impact to Connecticut’s innovation ecosystem. We host or participate in over 20 ecosystem events per year, and our headquarters at The District in New Haven is a catalyst for partnership and an innovation ecosystem community hub.

Connecticut Technology Fund

Our Technology Fund has provided more than $140 million to date to Connecticut’s promising high-tech companies (140+), with a focus on FinTech, InsurTech, SaaS and PaaS early-stage companies. We have realized over $135 million in proceeds from our investments in this Fund. We have also attracted companies to Connecticut from both coasts and as far away as Europe!

Venture Capital (VC) Senior Associate/Associate

All Venture Team members play a pivotal role as part of the investment due diligence process and post-investment, as part of scaling the portfolio company. As an organization, we embrace diversity of thought, listen with an open mind, think big and concretely, and invest with the mission in mind.

A VC Senior Associate/Associate helps execute our investment strategy by researching promising technology markets. They also participate in all phases of the investment process including due diligence, meetings with management, focused company and industry research, financial modeling, writing investment recommendations, and supporting CI portfolio companies as board observers.

We are currently seeking a VC Senior Associate/Associate to join our Technology Fund Venture Team for a period of 2 to 3 years (with opportunities to extend beyond 3 years) and help develop and manage an active high-tech portfolio. Candidates should be self-starting, curious, flexible and have knowledge of financial statements, business plans and other financial and legal documents.

Qualifications

• Bachelor’s degree in computer science or the equivalent
• MBA or master’s degree
• Work or internship experience in market research, management consulting, venture capital or investment management
• Work experience operating in a high-growth, early-stage FinTech, InsurTech, SaaS and PaaS company preferred
• Experience as a Founder preferred, but not required

Responsibilities

• Representing CI at industry events, source investment prospects, develop relationships with potential co-investors
• Screening and analysis of potential investments
• Conducting due diligence and competitive analysis
• Financial modeling and valuation analysis, collaborating with and supporting other members of the CI Venture team.
• Preparing reports and proposals regarding potential investments and portfolio companies
• Drafting term sheets
• Reviewing legal documents related to financings and other matters
• Presenting investments for approval to CI advisory committees and committees of the CI Board of Directors
• Assisting in identifying strategic, marketing and partnering opportunities for portfolio companies
• Participate in meetings and calls related to due diligence, industry research, and investment negotiations

Skills & Competencies

• A seeker and learner mentality, with a passion for and knowledge of the deep-tech technologies
• High personal passion for a fast-developing innovation ecosystem
• Detailed, action-oriented person who takes initiative to follow-up on items.
• Project management and organization skills to solicit and follow up on meetings.
• Communicate comfortably with a wide range of stakeholders.
• Ability to synthesize data into a compelling story.
• Sufficient understanding/comfort of technology to recognize the business opportunities it unlocks

This role will work at CI’s headquarters in New Haven, CT (District | Coworking Space) on a hybrid schedule (Mondays and Wednesdays onsite). Having a Connecticut residency is required for this role.

Connecticut Innovations offers a competitive starting salary, with additional bonus opportunities based on team and individual investment performance, generous paid time off, and a culture that encourages work-life balance.

Connecticut Innovations is an equal opportunity/affirmative action employer. We welcome all candidates to apply regardless of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, or status as a protected veteran.

Position summary:

The Account Manager is responsible for generating new business and growing existing accounts through the sale of new and used equipment, parts, rental solutions, and service programs. This role builds long-term relationships with contractors, municipalities, farmers, businesses, and large property owners by acting as a trusted advisor who understands customer operations and delivers solutions that support equipment ownership, uptime, and overall productivity.

The Account Manager serves as a strategic business partner to customers by identifying opportunities to support their full equipment lifecycle, from acquisition and rental to service, maintenance, and replacement planning.

Responsibilities

Sales & Business Development

• Generate new business while expanding share of wallet within existing customer accounts
• Sell new and used equipment, rental solutions, parts, and service programs
• Identify customer needs by understanding their operations, job requirements, and long-term goals
• Develop and present solutions that improve uptime, efficiency, and total cost of ownership
• Prepare and present quotes and proposals in alignment with company pricing and margin guidelines
• Maintain consistent communication with customers before, during, and after the sale
• Proactively manage customer expectations and coordinate internal support as needed

Field Coverage & Showroom Support

• Spend the majority of working time in the field calling on customers and prospecting new opportunities
• Assist with showroom coverage one to two days per week or as needed
• Represent the company professionally at the showroom, job sites, and customer facilities

Used Equipment, Trades & Digital Listings

• Conduct preliminary trade evaluations on customer equipment, including condition assessment, usage, and marketability
• Accurately document trade details, photos, and supporting information for internal review and valuation approval
• Coordinate with management on trade values, pricing strategy, and resale expectations
• Take clear, accurate photos of new and used equipment for website listings, online marketplaces, and marketing use according to guidelines

Rental & Cross-Department Support

• Provide coverage for the Rental Coordinator when necessary to maintain service continuity
• Assist with rental quotes, contract support, scheduling coordination, and customer communication
• Work closely with rental, parts, and service teams to ensure seamless customer support
• Support cross-selling opportunities between sales, rental, parts, and service departments

Performance Behavioral Expectations

• Consistently Track sales activity, opportunities, trade details, and customer interactions in the CRM or required systems.
• Consistently achieve individual sales, gross profit, and activity goals
• Maintain required margin thresholds across new, used, rental, and support products
• Complete accurate and timely trade evaluations with proper documentation
• Capture and submit timely equipment photos to support website and digital listings
• Follow up promptly on leads, quotes, rentals, and all customer inquiries
• Dress professionally and maintain a clean, organized company vehicle
• Demonstrate ownership of customer relationships and outcomes
• Collaborate effectively across departments

Experience, Education, Skills and Knowledge

• Experience in equipment, rental, construction, agricultural, or industrial sales
• Experience in sales, account management, or a customer-facing role
• Strong relationship-building, communication, and negotiation skills
• Ability to evaluate used equipment condition and identify value drivers
• Comfortable taking and managing equipment photos for digital platforms
• Self-motivated with the ability to manage time independently in a field-based role
• Proficiency with CRM systems, email, and Microsoft Office
• Valid driver’s license with clean record and ability to travel locally

Physical, Mental and Other Requirements

• Travel locally and spend most work time in the field
• Stand, walk, sit, and drive for extended periods
• Lift up to 75 lbs. and climb on and operate equipment for inspections and photos
• Work safely in outdoor and jobsite environments
• Use technology effectively, manage priorities independently, and maintain a professional appearance
• Ability to work extended hours and weekends.
• Must pass a pre-employment background study.