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ADP is hiring a Senior Director of Strategy for Compliance Solutions. This position is part of the Corporate Strategy team that supports ADP's Compliance Solutions business. Compliance Solutions provides a suite of payroll and tax compliance offerings, along with payments and money movement services. These businesses are major growth areas for ADP, focused on creating and delivering innovative software, services, and payments solutions for ADP clients.
The successful candidate will partner closely with ADP executives to create and continually improve our overall Compliance Solutions strategy. This person will lead the development of new strategic initiatives focusing on both growth opportunities and operational enhancements for the business. They will also work closely with ADP executives on the ongoing execution of strategic initiatives. The role reports to the DVP of Strategy and Business Development for Compliance Solutions and is based in San Dimas, CA.
Responsibilities:- Serve as a trusted advisor to senior business unit leaders and work collaboratively with their teams to identify, define, and plan critical strategic initiatives
- Identify, develop and drive long-term strategies based on fact-based analyses, focusing both on growth opportunities and operational initiatives for the Compliance Solutions portfolio
- Conduct in-depth market assessments to identify opportunities and risks.
- Partner with business units and functions (e.g., Sales, Implementation, Service, etc.) to develop business strategies for expansion into new products and services
- Lead and drive strategy projects and initiatives
- Perform other related duties as assigned (e.g., financial analyses, presentations, operational assessments etc.)
- Bachelor's degree (MBA preferred)
- 7+ years' experience (3+ years post-MBA) in a strategy consulting firm (e.g. BCG, McKinsey, Bain, PWC, Deloitte) or an internal Corporate Strategy role within a F500 company, having achieved at least a team manager level.
- Experience developing and evaluating strategies: identifying and framing issues, developing hypotheses, conducting market research and analyses to test key hypotheses, developing execution plans
- Known as a strong problem solver and strong presentation skills, including ability to distill complex information into key actionable insights
- Strong analytical skills (financial modeling, basic statistics, regression analyses, etc.)
- Exceptional oral and written communication skills
- Highly collaborative, with ability to influence and lead cross-functional teams
- Ability to influence senior leader stakeholders and lead cross-functional teams
- A person who thinks and acts at an executive level
- Ability to travel between 20-30% depending on specific projects
- MBA and/or other advanced degree (e.g., PhD, MD, JD)
- Consulting firm experience (either pre- or post- MBA)
- Experience with enterprise software, business services, and/or financial services industries
Role: EPM Cloud Solution Architect
Location: Remote
Job Description:
We are looking for an experienced Oracle EPM Cloud Solution Architect with strong techno-functional expertise to lead end-to-end EPM implementations. The candidate should have hands-on experience with EPBCS, PCMCS, FCCS, and ARCCS and be capable of designing scalable solutions based on business requirements.
Responsibilities:
- Design and implement Oracle EPM Cloud solutions across modules such as EPBCS, PCMCS, FCCS, and ARCCS.
- Lead requirement gathering and solution workshops with business stakeholders.
- Provide techno-functional guidance throughout the project lifecycle.
- Translate business needs into technical EPM solutions.
- Lead the end-to-end solution architecture and delivery of EPM projects.
Required Skills:
- Strong experience with Oracle EPM Cloud modules (EPBCS, PCMCS, FCCS, ARCCS).
- Experience working as a Solution Architect in EPM implementations.
- Good understanding of financial planning, consolidation, and reconciliation processes.
- Ability to lead workshops and collaborate with business and technical teams.
Overview
We are looking for a technically strong, business-minded developer to design, build, and maintain internal applications and automations that improve how our team’s work. This role supports business processes, data, and technology and plays a key role in modernizing workflows across the organization. This role is suited for a strong mid-level to senior developer who can work independently while collaborating closely with team members and stakeholders.
While Microsoft Power Apps and Power Automate are core tools today, this role goes beyond low-code development. The ideal candidate brings strong fundamentals in application design, data flow, and user experience, with the ability to build scalable, secure, and well-documented solutions that can grow with business.
Key Responsibilities
- Design, build, and maintain end-to-end internal business applications using Microsoft Power Apps and related technologies.
- Develop business logic and workflow automation using Power Automate, integrating with internal and external data sources including Dataverse, SharePoint, SQL databases, and third-party APIs.
- Partner with stakeholders and leadership across multiple departments to understand business processes, gather requirements, and translate needs into practical, scalable technical solutions.
- Design secure, role-based solutions with appropriate permissions, governance controls, and environmental strategies following Power Platform ALM best practices.
- Ensure applications are well-structured with clean data flow, clear separation of logic, and thoughtful handling of edge cases and exceptions.
- Monitor, enhance, and support existing applications and automations to improve reliability, performance, and user adoption over time.
- Produce clear and thorough documentation covering business requirements, technical design, data structures, workflows, and known constraints.
- Contribute to and follow established development standards, templates, and best practices to ensure solutions are consistent, maintainable, and easy for other developers to support or extend.
- Provide technical guidance and information sharing with the team and collaborate on problem-solving with less-experienced developers.
Technical Requirements (Must Have)
- Hands-on experience building and maintaining custom, end-to-end applications using Power Apps.
- Strong experience developing business logic and workflows using Power Automate.
- Experience integrating multiple data sources, including Dataverse, SharePoint, SQL databases, and external APIs.
- Ability to design secure, role-based solutions with an understanding of Power Platform governance, environments, and ALM practices.
- Strong understanding of user-centered design principles and how they influence application structure, usability, and adoption.
- Proven ability to design solutions with well-organized data flow and clear movement of information between systems.
- Strong written communication skills, with the ability to create detailed technical and functional documentation.
Preferred Skills
- Power BI development experience using existing datasets and data models.
- Strong working knowledge of DAX and Power Query (M language).
- Experience building reports or dashboards that support operational or financial decision-making.
Experience Requirements
- Bachelor’s degree in Computer Science, Information Systems, Engineering, or a related technical field
- 3-5 years of experience designing and delivering business applications or workflow automation solutions.
- Demonstrated experience delivering end-to-end solutions.
- Experience partnering directly with business stakeholders to translate operational needs into scalable technical solutions.
UI & Front-End Development Foundations
Even when working within low-code platforms, developers in this role are expected to understand core UI and front-end concepts, including:
- HTML, CSS, and JavaScript fundamentals
- Component-based design and reusable UI patterns
- Responsive design principles
- Basic state management concepts
- Accessibility and usability best practices
Our recruiting process is centralized and is handled by our HR Department. If we are sent unsolicited resumes from recruiters, we will not pay any recruiting fees. Unsolicited resumes are any resumes sent to us by a recruiter who has not been pre-approved by HR, has not signed our contract, and has not been requested by our HR Department to search for a specific position.
Location: New York, Boston, Chicago, Atlanta, Hoboken, Philadelphia, McLean, Seattle
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real-world value – solutions that work in practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity.
With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.
Your key responsibilitiesAs a Director with EY-Parthenon's Strategy and Execution Commercial Strategy practice, you will be a vital member of the team leading and executing strategy development, transactions, and turn-arounds for our clients. You\'ll collaborate with our EY-Parthenon team members to realize improved returns for clients by identifying and unlocking value through improvements in corporate/BU strategy, go-to-market strategy (including digital), commercial operating model, and optimization of the commercial functions (sales, service, marketing, pricing), while minimizing customer disruption. You will identify, define, quantify, and realize sustainable value through revenue enhancement and cost and margin improvement tied to the commercial aspects of the clients’ business. You will also focus on business and practice development as well as developing team members to achieve their career goals.
Skills and attributes for successProject Management – manage project teams comprising of colleagues from across EY-Parthenon to successful project execution.
Business and Commercially Driven – work effectively in a fast-paced, exciting environment with strong business acumen to drive value to our clients.
Business Development - assist in aspects of pursuits, including presentations and client meetings. Contribute to our practice development initiatives, supporting the continued focus on our team as a great place to work.
People Development – coach, mentor, and develop team members to enable achievement of their career goals.
Building Relationships - Strong working relationships with clients, including influencing, advising, and supporting key decision makers.
Innovation – Develop and support thought leadership and intellectual capital.
A bachelor’s degree in Business, Accounting, Finance, Engineering, Computer Science, or Analytics and 5 years of related work experience; or a graduate degree and 3 years of related work experience.
MBA is preferred.
Significant transactions (buy and/or sell side) management consulting experience.
Experience in the following:
Corporate and/or BU strategy development.
Commercial functions (e.g., sales, marketing, customer service, pricing).
Go-to-market strategy and revenue synergy design/capture for traditional, digital and hybrid commercial models.
Evaluation of market landscape including market size, competition, market trends and resulting commercial implications.
Pre-deal strategy including growth assessments (e.g. profitability assessments, clean room, etc.).
Experience leading and managing in complex business environments.
Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally.
The ability and willingness to travel and work in excess of standard hours when necessary.
A proven record of excellence in a transactions and/or commercial strategy role.
Experience gained within another large professional services organization.
Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.
Established networking skills in a relevant industry.
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $205,000 to $235,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at
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About Company::
Bristlecone is a supply chain and business analytics advisor, serving customers across a wide range of industries. Rated by Gartner as among the top ten system integrators in the supply chain space, we are uniquely positioned to solve contemporary business problems, with supply chain and analytics focus as our advantage. We have been a trusted partner and advisor to many leading, globally recognized companies such as Applied Materials, Exxon Mobil, Flextronics, LSI Logic, Mahindra, Motorola, Nestle, Palm, Qatar Petroleum, Ranbaxy, Unilever and Whirlpool and many others.
Role Summary:
The SAP IBP Solution Architect will lead the end-to-end design and implementation of Integrated Business Planning solutions. This senior role requires deep technical expertise in bridging the gap between strategic demand/supply planning and shop-floor execution. You will own the architecture roadmap, ensuring seamless integration between SAP IBP, ePPDS, aATP, and SAP Ariba.
Key Responsibilities
- Solution Architecture & Design: Lead workshops to translate complex business requirements into scalable architectural designs across the SAP S/4HANA landscape.
- Cross-Module Integration: Architect seamless data flows between IBP (Planning), ePPDS (Production Scheduling), aATP (Fulfillment), and SAP Ariba (Procurement).
- Strategic Planning: Define roadmaps for Order-Based Planning (OBP) and Time-Series (TS) models, ensuring alignment with organizational supply chain goals.
- Technical Leadership: Act as the Subject Matter Expert (SME) during blueprinting, build, and deployment phases, reviewing all functional and technical specifications.
- Performance Optimization: Guide teams on system performance, complex Key Figure calculations, and integration using CPI-DS, SDI, and Real-Time Integration (RTI).
Required Skills & Qualifications
- Core Modules: Comprehensive expertise in SAP IBP (Demand, S&OP, Inventory, Response & Supply, Control Tower).
- Advanced Fulfillment: Strong hands-on configuration experience in aATP (Advanced Available-to-Promise), including allocations, back-order processing (BOP), and product substitution.
- Manufacturing Execution: Deep knowledge of ePPDS integration with S/4HANA for detailed scheduling and manufacturing constraints.
- Procurement Integration: Experience integrating IBP with SAP Ariba for collaborative supply planning and procurement visibility.
- Project Experience: Proven track record of leading at least 3–5 full-cycle SAP IBP implementations in a Solution Architect capacity.
- Education: Bachelor’s degree in Computer Science, Engineering, or Supply Chain; Master’s/MBA preferred.
Preferred Certifications
- SAP Certified Application Associate – SAP Integrated Business Planning.
- SAP S/4HANA Cloud for E2E Business Processes
We’re hiring a B2B SaaS Account Executive to drive growth for our AI-powered solutions used by growing and enterprise businesses.
As an Account Executive at Commercient, you’ll own the full sales cycle for our AI automation and chatbot solutions, from prospecting and demos to closing complex B2B SaaS deals. You’ll work directly with customers to understand real business problems and translate cutting-edge AI—LLMs, intelligent automation, and ERP–CRM integrations—into practical, high-impact outcomes. This is a SaaS sales role for someone excited to sell sophisticated AI technology, engage senior stakeholders, and help shape the next generation of AI-driven sales motions.
At Commercient, you’ll own the full sales cycle, working directly with decision-makers to understand business challenges and position high-impact solutions that combine ERP, CRM, and AI capabilities.
Location: Atlanta (Hybrid)/US (remote)
What You’ll Do
As our Sales Representative, you’ll be on the front lines driving our growth:
- Prospect, pitch, and close deals for our AI technology solution such as our chatbot
- Build and nurture strong client relationships with Salesforce, HubSpot, Zoho, etc.
- Represent Commercient at meetings, demos, and events across the US
- Gather insights from the market to help shape our product and sales strategy
- Hit and exceed sales targets while growing your career in a fast-moving company
- Travel to several conferences per year in the US
Who You Are
- Sales hunter with a passion for building relationships and closing deals
- Energetic, ambitious, and motivated by results
- AI enthusiast who likes to learn about AI and stays current with the trends
- Comfortable meeting clients and thriving in a dynamic, less-structured environment
- Bachelor’s degree or equivalent experience in Sales, Business Development, or related fields (optional if you have killer sales results!)
- 3-7 years of experience in SaaS or AI solution sales (ERP, CRM, or automation experience strongly preferred)
- Familiarity with Salesforce, HubSpot, or ERP ecosystems
- Understanding of AI chatbots, RAG systems, or natural language interfaces (bonus if you can explain GPT, embeddings, or vector databases in plain English)
- Consultative, high-EQ selling style with technical curiosity
- Comfortable engaging at C-level and VP-level
- Self-starter with strong pipeline discipline and storytelling ability
- Excited about shaping a next-generation AI sales motion
- Experience with any Chatbot or LLM tech stack: Google Gemini, Google AI Studio, Open AI, Liveperson, Drift chat, Microsoft Copilot, Agents, Agentforce, HubSpot AI, Support desk or Helpdesk AI assistants, Slack AI assistants, etc.
- Comfortable working independently in a remote team environment
- Applicants must have near-native English proficiency. A short written and verbal English evaluation will be part of the selection process.
Not for you if: you dislike rejection or ambitious goals.
Why Join Us?
- Be a key player in our expansion — your impact is direct and visible
- Work closely with founders and an international team
- Learn and grow in a tech-driven, fast-moving environment
- We have an engaging, collaborative culture focused on succeeding together
Compensation & Perks
- Competitive base starting at $55k (based on experience) + commission — uncapped, performance-driven commissions per annual On Target Earnings (OTE)
- Our compensation plan creates a space for you to be in control of what you make. The base is a great start, but uncapped commission is accessible your entire career with us (your base and commission will increase as you grow with the company).
- Comprehensive Benefits Package
- 401k program with generous company match
- PTO
- Hybrid role based in Atlanta, GA with fully remote option for US-based candidates
About Commercient
Commercient helps growing companies streamline Sales, Marketing, and Customer Service by seamlessly connecting ERP and CRM systems through our AI-driven integration platform. Over 50,000 users rely on Commercient SYNC daily to automate key business processes—sales, billing, invoicing, and payments—across top CRMs like Salesforce, HubSpot, and Microsoft Dynamics. We’re an innovative, global SaaS company with 20+ years of experience and customers in 1,000+ organizations worldwide.
Why Work With Us
- Work remotely with a diverse, supportive, and fun global team
- Be part of an innovative company that embraces cutting-edge technology
- Enjoy learning and development opportunities to grow your career
- Flexible work-life balance and an environment where ideas thrive
Ready to join an innovative team building the world’s leading ERP–CRM integration platform? Apply today and grow your career with Commercient.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday – Friday / 7:30am – 7:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
2 years of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
4+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $62,470.00 - $108,680.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday – Friday / 7:30am – 7:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
1 year of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
2+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,340.00 - $84,110.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Position Title Spend Management Business Solutions Liaison Broadmoor Campus Position Summary / Career Interest: This position is responsible for optimization and sustainability of forward-thinking strategies in tandem with operational workflows.
To drive continuous improvement, you will distribute best practice recommendations to ensure the alignment of systematic and physical processes throughout the organization.
The focus is to serve as a trusted liaison supporting all areas of Spend Management.
To succeed in this role, you must have an intuitive critical thinking mind and be able to explain complex concepts to non-technical users.
Anticipate and solve challenges ahead of time by capturing essential information and reporting about potential risks and issues.
Responsibilities and Essential Job Functions Responsible for troubleshooting, investigation, and ongoing support of end users.
Triage high volume of assistance requests and resolve issues in a timely fashion.
Under general direction, support with integration testing of new features and workflows.
Collaborate effectively and professionally with multi-disciplinary teams including information technology, Finance and Accounting, Clinical teams, and representatives of third party applications.
Can lead small projects and use project management methodologies to plan, develop scope, timelines and deploy solutions that align with business priorities.
Assists in communication of changes to ensure continuity and alignment of solutions that impacts the health system.
Travels to various hospital facilities (clinical and non-clinical) to meet with staff to implement the latest best practice initiatives.
Must be able to perform the professional, clinical and or technical competencies of the assigned unit or department.
These statements are intended to describe the essential functions of the job and are not intended to be an exhaustive list of all responsibilities.
Skills and duties may vary dependent upon your department or unit.
Other duties may be assigned as required.
Required Education and Experience Bachelors Degree in Business Administration, Supply Chain, or a related field of study from an accredited college or university.
AND 4 or more years of experience in a healthcare supply chain environment OR 3 or more years of relevant experience in the supply chain industry.
1 or more years of experience demonstrating presentation skills.
Preferred Education and Experience 3 or more years years of experience in project management.
3 or more years of experience applying lean practices.
6 or more years of experience in healthcare supply chain, inventory and procurement.
Knowledge Requirements Advanced computer navigation.
Ability to learn and conceptualize system process flows and their impact on operations.
Advanced application knowledge of ERP systems, POU systems, API integration concepts.
Time Type: Full time Job Requisition ID: R-46942 Important information for you to know as you apply: The health system is an equal employment opportunity employer.
Qualified applicants are considered for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, ancestry, age, disability, veteran status, genetic information, or any other legally-protected status.
See also Diversity, Equity & Inclusion .
The health system provides reasonable accommodations to qualified individuals with disabilities.
If you need to request reasonable accommodations for your disability as you navigate the recruitment process, please let our recruiters know by requesting an Accommodation Request form using this link .
Employment with the health system is contingent upon, among other things, agreeing to the health-system-dispute-resolution-program.pdf and signing the agreement to the DRP.
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Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the Plano, TX Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Work Hours:
Monday – Friday / 7:30am – 7:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
2 years of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in or leading teams
Successful completion of a job-related assessment may be required
What sets you apart:
4+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $66,340 - $111,940
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.