Information Technology Jobs in Brook Park, OH

Senior Power BI Developer

12-month Contract to Hire

Remote or Hybrid in Cleveland, OH

**Unable to do C2C or Provide Sponsorship**

Brooksource is supporting a major integration initiative involving the onboarding of a recently acquired business onto an existing enterprise platform. As part of this effort, all net-new reporting will be built using Power BI, while existing reporting in Tableau, Business Objects, or OBIEE will be lightly supported to ensure consistent data flow. This developer will support the reporting workstream tied to the acquisition, operating within a structured waterfall methodology and leveraging Lean Spec documentation.

Position Summary

We are seeking a Senior Power BI Developer who can independently design, build, and deliver enterprise-level reporting solutions as Brooksource supports our client’s integration initiatives. This consultant will own Power BI development end-to-end and help guide best practices, as Power BI is a growing platform within the environment. The role involves close collaboration with business pods, technical leads, and integration teams to translate requirements into reliable reporting solutions.

Key Responsibilities

• Develop new Power BI dashboards, data models, and reports based on documented Lean Specs
• Convert business requirements into structured reporting deliverables within a waterfall framework
• Leverage existing data pipelines to expose required fields and build accurate, meaningful reporting
• Provide light support for existing reporting in Tableau, OBIEE, or Business Objects (data flow inspection, filter checks, troubleshooting)
• Participate in SIT and UAT cycles to validate reporting output and ensure successful rollout
• Provide best-practice guidance on Power BI architecture, data modeling, and visualization standards
• Collaborate with BAs, engineering leadership, and business stakeholders throughout development cycles

Required Skills & Experience

• 5+ years of hands-on Power BI experience, including:
• DAX
• Power Query
• Data modeling (star schemas, semantic modeling)
• Report/dashboard development
• Strong SQL and data environment understanding
• Experience working in structured SDLC environments (waterfall preferred)
• Ability to work independently and own reporting deliverables
• Strong communication and ability to interface with both technical and functional teams

Preferred Experience

• Tableau, Business Objects, or OBIEE exposure (for minor support, not full development)
• Experience supporting enterprise system integrations or acquisition-related reporting
• Familiarity with Oracle R12 or similar ERP data structures

BENEFITS OF WORKING WITH BROOKSOURCE:

• Direct communication with the hiring manager, which allows us to move candidates through the interview process faster.
• Dedication to keep an open line of communication and provide full transparency.

Benefits & Perks:

Brooksource offers competitive medical, dental, vision, Health Savings Account, Dependent Care FSA, and supplemental coverage with plans that can fit each employee’s needs. We offer a 401k plan that includes a company match and is fully vested after you become eligible, paid time off, sick time, and paid company holidays. We also offer an Employee Assistance Program (EAP) that provides services like virtual counseling, financial services, legal services, life coaching, etc.

Pay Disclaimer:

The pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law.

We are committed to creating an inclusive environment for all employees and applicants. We do not discriminate on the basis of race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, military or veteran status, citizenship, pregnancy (including childbirth, lactation, and related conditions), or any other protected status in accordance with applicable federal, state, and local laws.

Job Title : Quality Control Technician

Location : Cleveland, OH 44130

Pay Rate : $25/HR On W2 (No Benefits)

Shift : 10PM -6:30 AM Sunday - Thursday

Job Description:

Performs various scientific analyses to evaluate the quality of raw materials, in-process materials, and finished goods and ensure compliance with established standards.

Conducts and validates various biological and chemical quality control (QC) assays.

Compiles, interprets, and documents statistical data from testing processes to either confirm compliance with established quality standards or identify deviations.

May be responsible for establishing specifications for conducting assays and writing standard operating procedures.

Typically requires a bachelor's degree.

Belcan is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws.

About Project Technologies and Services (PTS)

Project Technologies and Services (PTS) is a Northeast Ohio-based consulting engineering and project management firm serving industrial and manufacturing facilities. We deliver practical, field-proven engineering solutions that support capital equipment installations, plant upgrades, and automation projects.

We engineer equipment and process systems inside active manufacturing environments. Our work integrates structural, mechanical, electrical, and controls engineering to execute real-world industrial projects.

About the Role

We are seeking an experienced Engineering Project Manager to lead industrial capital equipment installations, plant upgrades, and infrastructure projects within manufacturing environments.

This role combines technical engineering knowledge, project leadership, and field execution oversight. The Project Manager will be responsible for planning, coordinating, and executing projects while working directly with client personnel, contractors, and internal engineering teams.

The ideal candidate is proactive, organized, and comfortable operating in active industrial facilities while managing multiple project priorities. The position requires technical understanding, field presence, and hands-on involvement with project execution.

Responsibilities

• Lead execution of capital equipment installations and plant modification projects
• Develop project scopes, schedules, and budgets
• Coordinate internal engineering resources and external contractors
• Review and develop equipment layouts, drawings, and technical documentation
• Support or perform technical engineering tasks as needed within projects
• Perform field walkdowns, site verification, and installation coordination
• Manage construction activities and ensure safe installation practices
• Coordinate with plant operations, maintenance, and engineering personnel
• Track project progress, costs, and schedule performance
• Identify and mitigate project risks and resolve field issues
• Lead project meetings and communicate status to clients and stakeholders
• Support equipment startup, commissioning, and project closeout activities
• Support proposal development, estimating, and new project opportunities

Qualifications

• Bachelor’s degree in Engineering (Mechanical, Electrical, Industrial, or Civil/Structural preferred)
• 5+ years of experience managing engineering or capital projects in industrial or manufacturing environments
• Strong communication skills and professional client-facing presence
• Experience coordinating contractors and multidisciplinary project teams
• Ability to independently manage multiple projects and priorities
• Strong organizational and problem-solving skills
• Proficiency in Microsoft Excel and Word
• Working knowledge of project scheduling tools (MS Project or similar)
• Familiarity with AutoCAD and/or SolidWorks preferred
• Have or on track to obtain PE or PMP is a bonus
• Ability to work in active industrial environments

Compensation Details

• Full-time with benefits
• Salary range: $90,000 – $125,000, commensurate with experience
• Paid holidays and PTO
• Flexible Work Schedule
• Health, Vision, Dental insurance available
• Retirement plan with employer match

Job Description:

Installs, operates, maintains, repairs (Break/Fix), and modifies printer devices.

Conducts technical analysis of product implementations, modifications, and enhancements to product in accordance with specific customer specifications and implementations.

Troubleshoots technical problems and issues, determines technical solution in accordance with product and customer specifications, and recommends actions to company or customer representatives for coordinate product solution.

Assess product needs in accordance with customer specifications.

Conducts technical training and product briefing with customers, vendors, and company representatives.

Acts as local on-site representative to customer's organization.

This position is for an onsite customer dedicated position in the Cleveland, OH area.

Responsible for the overall remedial and scheduled service for customer devices under contract.

Provides quality service execution performance to meet or exceed Customer commitments resulting in high levels of Customer Satisfaction.

Principal Duties/Responsibilities:

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• Meets sales objectives by dollar volume and profitability.
  

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• Develops growth plans for sales and profits by identifying new prospects and building pipeline of qualified accounts.
  
• Maintains appropriate sales pipeline to achieve objectives.
  

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• Works independently to grow sales by developing business at new customer locations.
  

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• Presents Company services and value proposition to customer and customer groups.
  

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• Identifies and builds excellent relationships with key decision makers/executives within target customer account organizations.
  
• Leads sales role for effective implementation of company Value Sales and Business Development Sales Processes.
  
• Qualifies, probes and uncovers opportunities to deliver value to customers.
  
• Develops effective customer needs analyses.
  

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• Coordinates with operations managers to develop business proposals that align services to be delivered with customer needs and expectations. Effectively communicates deliverables and value benefits to the customer's key decision makers.
  

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• Develops, presents and delivers effective proposals based on customer needs that deliver value and solve their business needs using consultative selling methodology.
  
• Ability to persuade decision makers of value presented in proposals and to close sales.
  

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• Has responsibility for customer satisfaction; investigates and resolves customer problems consistent with company service delivery philosophy.
  

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• Manages effective transition of new customers for on-going account maintenance and growth.
  
• Prepares required reports of sales activity in the CRM and prepares expense reports.
  

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• Has a sustained record of sales achievement.
  

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• Has complete knowledge of organization's policies, products and/or services.
  

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• Estimates time and sales expenses expected and submits to management.
  

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• Analyzes records of present and past sales, trends and costs, estimated and realized revenue, administrative commitments, and obligations.
  

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• Interprets accounts, trends, competitive intelligence and records to management.
  

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• Ability to serve on committees or teams to develop large proposals.
  

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• Helps serve as a training resource for new sales employees
  

Other Responsibilities:

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• Successful completion of skill level required for Sales Representatives and/or proven track record of customer and territory management.
  

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• Must be at team player, organized, self-motivated and able to prioritize; must have outstanding people and communication skills for interaction with other team members, customers, and management; must have ability to work successfully with computers and software; must be able to legally operate a motor vehicle and have a good driving record.
  

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• Ability to: read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations; write reports, business correspondence, and procedure manuals; effectively present information and respond to questions from groups of managers, customers, and the general public; calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume; apply concepts of basic algebra and geometry; apply common sense understanding to carry out instructions furnished in written, oral, or diagram form; deal with problems involving several concrete variables in standardized situations.
  

Success Metrics:

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• Pipeline Management
  
• Quota Achievement
  
• Qualified Opportunity Generation
  
• Customer satisfaction
  

Knowledge, Skills, Abilities (KSAs), & Competencies:

Essential KSAs:

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• Bachelor's Degree in Marketing, Business or related field and 7+ years of experience or equivalent combination of education and experience.
  
• Minimum 7 years documented track record in significant/complex consultative services-led sales engagements and multiparty negotiations with partners and Clients
  
• Minimum 7 years of experience in proactively engaging at Senior Executive level within client organizations
  

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• Minimum 7 years experience developing and executing business strategies to increase profitable revenue and margin growth
  
• Demonstrates innovation and deep understanding of client business drivers
  

Desirable KSAs:

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• Manufacturing industry knowledge
  
• Capable of advising on solutions and technical requirements
  
• Able to negotiate all aspects of a contract
  
• Possesses a strong financial and business acumen
  
• Strategic planning
  
• Relationship management
  
• Public speaking
  

Competencies:

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• Presentation skills
  
• Team building
  
• Adaptability
  
• Excellent Communication skills
  
• Problem solving
  

Physical Demands and Working Conditions:

While performing the duties of this job, the employee is regularly required to stand; walk; use hands/fingers to handle, or feel; reach with hands and arms; climb, ascend/descend or balance to heights that may require a ladder or lift; stoop, kneel, crouch, or crawl in confined spaces; and talk or hear. The employee is occasionally required to sit. The employee must occasionally lift and/or move more than 50 pounds. The employee is regularly required to use close vision and color vision. The employee is occasionally exposed to outside weather conditions and risk of electrical shock. Work is typically performed in a factory environment and is usually very loud. In the factory environment, the employee may be exposed to hazardous materials and/or greasy or slippery factory floors.

Senior Product Manager – Fiber Optic, Broadband Manufacturing

Location: On site in Cleveland, OH

A well-established manufacturer serving the broadband and communications infrastructure sector is seeking a Senior Product Manager to lead strategic growth across a portfolio of fiber optic and broadband connectivity solutions. This is an opportunity to shape the direction of products that support critical network expansion across North America, working at the intersection of engineering innovation, market strategy, and customer engagement.

This role will play a key leadership function in defining product strategy, expanding market presence, and guiding new product initiatives for solutions used by telecommunications providers, utility operators, and broadband infrastructure partners. The ideal candidate combines strong product management expertise with a deep understanding of fiber optic technologies and broadband manufacturing environments.

This Role Offers

• Competitive compensation and comprehensive benefits.
• The opportunity to influence product strategy within a respected manufacturing organization serving the telecommunications and infrastructure markets.
• High visibility with executive leadership and cross functional teams including engineering, sales, and operations.
• A collaborative environment focused on innovation, operational excellence, and long-term market growth.
• Direct involvement in bringing new technologies and solutions to market within the rapidly expanding broadband ecosystem.

Focus

• Develop and execute product and market strategies that drive sustainable revenue growth within the United States broadband and fiber optic infrastructure market.
• Lead strategic planning for a portfolio of products supporting telecommunications and broadband network deployments.
• Guide cross functional teams through the full product lifecycle including development, launch, commercialization, and ongoing market support.
• Collaborate with engineering, manufacturing, and sales teams to align product direction with customer needs and emerging industry trends.
• Identify opportunities to introduce new technologies, expand product offerings, and strengthen competitive positioning.
• Drive new product launch initiatives including market introduction plans, pricing strategy, customer trials, and sales enablement activities.
• Build strong relationships with key customers, channel partners, and industry stakeholders to uncover growth opportunities and market needs.
• Monitor industry developments including technology shifts, regulatory changes, and competitive activity to inform product strategy.
• Develop and track key performance indicators that measure product performance, profitability, and market adoption.
• Participate in industry events, trade organizations, and technical forums to strengthen market presence and thought leadership.
• Support proposal development and participation in customer request processes including RFI and RFP submissions.
• Identify opportunities to improve margins, operational efficiency, and overall product portfolio performance.

Skill Set

• Bachelor’s degree in business, Engineering, or a related technical discipline preferred.
• Seven or more years of experience in product management, market management, or business development within telecommunications infrastructure, broadband technology, or related manufacturing environments.
• Strong understanding of fiber optic products, broadband network components, or telecommunications infrastructure markets.
• Experience guiding products through full lifecycle management including development, commercialization, and ongoing optimization.
• Ability to analyze market data, identify trends, and translate insights into strategic product direction.
• Excellent communication skills with the ability to present complex technical and business concepts to diverse audiences.
• Demonstrated ability to collaborate with engineering, sales, and executive leadership teams.
• Experience managing cross functional initiatives and influencing strategic decision making.
• Self-driven professional with strong analytical thinking, business acumen, and leadership capabilities.
• Experience participating in industry associations or technical groups is a plus.

About Blue Signal:

Blue Signal is an award-winning, executive search firm specializing in various specialties. Our recruiters have a proven track record of placing top-tier talent across industry verticals, with deep expertise in numerous professional services. Learn more at /46Gs4yS

About Keyfactor

Our mission is to build a connected society, rooted in trust, with identity-first security for every machine and human. Keyfactor helps organizations move fast to establish digital trust at scale - and then maintain it. With decades of cybersecurity experience, Keyfactor is trusted by more than 1,500 companiesacross the globe. We are proud to continually earn recognition as a Best Place to Work, and we achieve that through our amazing people who cultivate our culture as we grow. We hope you will trust your future with Keyfactor!

Title: Mid Enterprise Sales Director, SLED

Location: United States; Remote, EST or CST

Experience: Mid-Level

Job Function:Sales

Employment Type: Full-time

Industry: Computer and Network Security

About the position

The Mid-Market Regional Sales Director develops and implements effective sales strategies while cultivating client relationships to drive regional revenue growth.

The position is based in the US. Applicants must hold U.S. citizenship or U.S. permanent resident status.

Job Responsibilities
*Conducts meetings and closes business in mid-market, enterprise, and public sector segments within the SLED territory.
*Manages opportunities effectively and maintains visibility within Salesforce.
*Meets and exceeds qualified quota and pipeline goals for assigned territory and targeted accounts.
*Understands and acts in accordance with company values.
*Manages sales activities, including prospecting and greenfield sales.
*Issues and negotiates quotes and deal setups.
*Participates in events and tradeshows.

Minimum Qualifications, Education, and Skills
*Bachelor's degree in Business Administration, Technology, or equivalent experience.
*Knowledge of contract negotiations and strategic sales planning.
*Understanding of key performance metrics and sales forecasting.
*Familiarity with industry-specific trends and challenges.
*Proven experience in contract negotiations.
*Ability to write and execute strategic sales plans and effective sales proposals.
*Strong analytical skills to assess sales data and trends.
*Ability to utilize both analytical and creative skills effectively.
*Highly flexible and open to learning and understanding new technologies and concepts.
*Ability to adapt sales strategies based on client needs and market conditions.

Travel Requirements
Up to 30% travel time required

Compensation

Salary will be commensurate with experience.

Culture, Career Opportunities and Benefits

We build teams that continually strive to get better than the day before. You will be challenged daily and given opportunities to grow personally and professionally. We balance autonomy and structure to create an entrepreneurial environment to spur creativity and new ideas.

Here are just some of the initiatives that make our culture special:

• 
  
• Second Fridays (a company-wide day off on the second Friday of every month minus November and December of 2025 due to the Holiday schedule). Please note that this benefit is subject to change.
  
• Comprehensive benefit coverage globally.
  
• Generous paid parental leave globally.
  
• Competitive time off globally.
  
• Dedicated employee-focused ambassadors via Key Contributors & Culture Committees.
  
• DIVERSE Commitment, a call to action for a more inclusive and diverse future in business, society, and technology.
  
• The Keyfactor Alliance Program to support DEIB efforts.
  
• Wellbeing resources, wellness allowance, mindfulness app free membership, Wellness Wednesdays.
  
• Global Volunteer Day, company non-profit matching, and 3 volunteer days off.
  
• Monthly Talent development and Cross Functional meetings to support professional development.
  
• Regular All Hands meetings - followed by group gatherings.
  

Our Core Values

Our core values are extremely important to how we run our business and what we look for in every team member:

Trust is paramount.

We deliver security software and solutions where trust and openness are of the highest importance for our customers. We are honest and a trusted partner in every aspect of business.

Customers are core.

We strategize, operate, and execute through a customer-centric view. We prioritize the security interests of our customers, and we act as if their data were our own.

Innovation never stops, it only accelerates.

The speed of change is accelerating. We are committed, through investment and focus, to stay ahead of the innovation curve.

We deliver with agility.

We thrive in high-paced and continually changing environments. We navigate through newly added variables, adjust accordingly, while driving towards our strategic goals.

United by respect.

Respect for all is what unites us. We promote diversity, inclusivity, equity, and acting with empathy and openness, both in our business and in our communities.

Teams make "it" happen.

Vision and goals are not individually achievable - they require teamwork. We pride ourselves in operating as a cohesive team, creating promoters and partners, and winning as one.

Keyfactor is a proud equal opportunity employer including but not limited to veterans and individuals with disabilities.

REASONABLE ACCOMMODATION: Applicants with disabilities may contact a member of Keyfactor's People team via and/or telephone at to request and arrange for accommodations at any time.

Keyfactor Privacy Notice

Job description

Office Evolution – - is a leading virtual office and executive suite company. We’re seeking an organized, professional Community Coordinator to support daily operations and enhance member experience at our Independence, OH location.

At Office Evolution, our Community Coordinators have a passion for small business and a natural curiosity about business people. We love being involved in the success of our clients.

In our business centers we provide services such as meeting space, live answer of telephones, professional mailing address, and dedicated offices. Our clients are typically local small businesses with 1-5 employees. Our culture is fast-paced, entrepreneurial, creative, fun, efficient and family-oriented. Team members pitch in and help in every department as needed.

Role Summary: The Community Coordinator is the front-line representative for members and visitors, responsible for day-to-day office operations, member support, and administrative tasks that keep the coworking space running smoothly. This role combines customer service, operations, and light facilities/technology coordination.

Key Responsibilities

• Serve as primary front-desk contact: greet visitors, manage check-ins, answer phones, calendar scheduling, mail handling, and respond to member inquiries (in-person, phone, email, chat).
• Maintain coworking schedules: meeting room reservations, event calendars, and shared-space availability.
• Supports our social media presence with postings on our various accounts to help our exposure in the community.
• Handle administrative tasks: mail/package distribution, supplies inventory and ordering, recordkeeping, and basic bookkeeping support (invoicing, expense tracking).
• Support light facilities and IT: coordinate with vendors/maintenance, troubleshoot common connectivity issues, and escalate technical problems.
• Assist with community programming and events: setup/breakdown, attendee registration, and on-site support.
• Enforce community policies and maintain a professional, welcoming environment.
• Reports to: Community Manager

Required Qualifications

• 2+ years of administrative, customer service, or hospitality experience; coworking or office operations experience preferred.
• Excellent interpersonal and communication skills; professional front-desk presence.
• Strong organizational skills, attention to detail, and ability to multitask in a fast-paced environment.
• Comfortable with common office technology: Google Workspace or Microsoft Office, booking systems (e.g., OfficeRnD, Nexudus, Skedda), basic networking troubleshooting.
• Reliable, proactive, and able to work independently with minimal supervision.
• Ability to lift/move light equipment (up to ~25 lbs) and stand for extended periods during events.
• Ability to gain notary certification.

Preferred Qualifications

• Experience with community management, event coordination, customer service, or facilities management.
• Familiarity with CRM (Hubspot, Yardi), payment processing systems, and basic bookkeeping tools (QuickBooks, Stripe) is a great plus.

Compensation & Benefits

• Competitive wage
• Paid time off & holiday pay
• Dynamic, collaborative work environment with growth potential.

Office Evolution is an equal opportunity employer.

Title: IP Operational Specialist (Patent Prosecution Paralegal/Legal Assistant)

FLSA Status: Non-Exempt

Department: Patents

Position Status: Full-Time

Manager (position): Executive Director

Salary Grade/Range: 47,000-70,000K (entry, based on experience)

Location: Cleveland, OH, 3 days in office

Last Updated: March 2026

Position Description

Renner Otto is an intellectual property (IP) law firm located in Cleveland’s Playhouse Square. We’re committed to “Advancing Innovation” because we believe that a great idea can change the world. Our highly skilled and professionally recognized attorneys have focused on protecting those ideas since 1880. We are committed to a world class work environment with very competitive compensation for outstanding work.

We are seeking an IP Operations Specialist who will be responsible for documents and processes relating to patent prosecution. IP Operations Specialists will be expected to perform all job duties with a commitment to providing outstanding value-added service to clients and maintaining an atmosphere of teamwork and continuous improvement. We are accepting applicants on an entry-level basis as well as applicants with experience.

Essential Functions and Duties

The IP Operations Specialists works with attorneys in the overall operations of the firm. Responsibilities include but are not limited to the following:

• Performs daily maintenance and overall operation of patent prosecution, including but not limited to:
• Monitoring tasks on the docket and reminding attorneys/clients as appropriate.
• Processing incoming emails/documents for the purpose of progressing accurate, timely work product
• Drafts documents and letters using proper templates based on firm standard or client-specific instructions
• Manages legal documentation and correspondence in strict confidence
• Integrates new files and records in the client/matter database
• Processes incoming correspondence from clients, foreign associates and intergovernmental agencies worldwide
• Leverages a variety of software and technology to manage work
• Takes on informal leadership roles within the team and work with the Executive Director to identify and implement administrative processes improvements
• Serves as subject matter expert by training and advising less experienced team members. May act as back up for the Lead role if required.

Required Skills

• Communication - Ability to communicate clearly and accurately both verbally and in writing.
• Computer/Technical - Expertise in MS Office products, docketing systems, firm management/e-billing software, etc. Technology savvy with a preference for working digitally
• Organization/Planning - must be able to create schedules, manage multiple priorities and accurately track extensive details.
• Legal knowledge - Knowledge of a variety of legal documentation. Able to independently manage the most complex IP functions. Deep knowledge of patents, trademarks, and intellectual property. 
• Critical Competencies
• Detail Oriented – Shows a high level of care for the quality of the work and the accuracy of detailed information. 
• Flexible – Able to manage multiple priorities and respond quickly/positively to shifting demands and opportunities; ability to work under tight deadlines;
• Learning Agile – Proactively learns new skills, willing/able to learn new technologies, open to feedback and willing to take direction
• Team Oriented – Prefers working in a team environment. Establishes and maintains good working relationships. Willing to help others and share knowledge and expertise.
• Professional – Communicates and behaves in a way that reflects positively on the firm and creates a great client experience.
• Demonstrates discretion – Can be trusted to handle confidential information discreetly.
• Problem Solving – Takes initiative to find ways to do things more simply and effectively

Basic Qualifications

• High School Diploma required. 
• Associates or Bachelor's degree and/or Paralegal certification preferred.
• Demonstrated experience and proficiency in using software technology including Microsoft Word, Outlook, Excel.

Preferred Qualifications

• 5+ years prior experience in a legal assistant/paralegal position in an area of law a high degree of accuracy (e.g. IP, tax, real estate, transactional or environmental law)
• 3 years prior experience in IP.
• 1-2 years docketing experience.
• Demonstrated experience and proficiency in using legal software technology including IP related software
• Familiarity with Anaqua strongly preferred.

*This position reports to our Westlake, OH office full-time. To learn more about our sales team, check out our YouTube video!

Join the Equity Trust Sales team today!

As a 12-time NorthCoast 99 winner, Equity Trust values its associates and currently offers:

- Medical, Dental and Vision coverage first of the month following start date

- 20 days PTO per calendar year (prorated based on date of hire)

-10 paid holidays plus volunteer hours

-Paid Maternity/Parental leave

-On-site gym with weekly fitness classes

-Wellbeing program including opportunity for discounts on medical insurance

JOB OVERVIEW

The Account Executive II plays a pivotal role in expanding our Private Client Group business. Serves as a trusted financial professional to help guide prospects and clients with a consultative perspective, driving revenue growth while championing Equity Trust’s value proposition: flexibility, service excellence, and technology-driven solutions. Responsible for managing a sales pipeline, proactively generating new business, and collaborating internally to deliver exceptional outcomes for clients.

RESPONSIBILITIES & DUTIES

• Executes a sales plan and funnel
• Makes outbound phone calls to leads with current and past interest.
• Prospects, qualifies, and converts new business opportunities by communicating ETC’s unique value: nearly limitless investment flexibility, robust platform (myEQUITY), and trusted custodial experience.
• Manages full sales cycle: Engage > Identify > Solve > Fees > Close > Onboarding
• Assists in completion of account open documentation.
• Maintains and grow relationships with existing clients and strategic partners, ensuring customer satisfaction, renewal growth, and cross-sell of additional solutions
• Collaborates closely with Management, Client Success, Onboarding, and Client Service teams to ensure a seamless implementation process and a strong, positive client onboarding experience
• Stays current on industry trends including self-directed IRAs, real estate investing, alternative assets, 1031 exchanges, and cryptocurrency and clearly communicate how ETC’s solutions align with emerging client needs.
• Provides feedback from field to internal teams on client/market insights, competitive intelligence, and product features to strengthen ETC’s go-to-market strategy.
• Tracks sales activities, pipeline, forecasting, and metrics using CRM tools; maintain accurate records and reporting to management.
• Creates leads using Salesforce and documents all interactions.
• Collaborates with the onboarding team to ensure new accounts are opened and funded accurately and efficiently.
• Meets Sales objectives and business results as established by Sales Leadership
• Obtains and follows up with referrals
• Perform other duties as assigned

QUALIFICATIONS

• High School diploma or equivalent required
• Bachelor’s degree preferred
• Minimum one (1) year of sales experience preferred
• Proven track record of meeting or exceeding sales targets
• Willingness to travel (client meetings, industry conferences)

PROFESSIONAL CERTIFICATIONS

• None required

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

• Intermediate level proficiency in Microsoft Office
• Comfort and fluency with technology platforms; ability to understand online tools and digital client experience

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Attention to Detail
• Time Management
• Written and verbal communication
• Organizing

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.