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Role: Product Manager - Sales and Support Tech with Generative AI / Agentic AI

Duration: 12 months

Location: San Jose, CA (Hybrid)

Job Description

We are seeking a dynamic and experienced Product Manager to join our team, focusing on the Sales and Support technology domain. The ideal candidate will have a strong background in product management, with a specific emphasis and track record on leveraging Generative AI to enhance customer experience and drive business growth.

Key Responsibilities:

• Product Strategy and Vision: Develop, articulate, and champion a clear product vision and strategy for Sales and Support technologies, incorporating Generative AI capabilities to innovate and improve customer interactions.

• Market Research and Analysis: Conduct thorough market research to identify customer needs, market trends, and competitive landscape. Use these insights to inform product development and positioning.

• Roadmap Development: Create and maintain a detailed 4-quarterly product roadmap th aligns with business objectives and customer needs. Prioritize features and enhancements based on impact and feasibility. Present roadmap progress and insights to senior leadership and cross-functional stakeholders.

• Cross-functional Collaboration: Partner closely with engineering, UX design, sales, legal, and support teams to ensure successful product development and launch. Facilitate communication, alignment and collaboration across distributed teams and geographies.

• Customer Engagement: Engage with customers & key stakeholders to gather feedback, understand pain points, and validate product concepts. Use this feedback to drive continuous improvement and innovation.

• Performance Metrics: Define and track key performance indicators (KPIs) to measure product success and identify areas for improvement. Use data-driven insights to make informed decisions.

• Generative AI / Agentic AI Integration: Leverage Generative AI / Agentic AI technologies to develop innovative solutions that enhance sales and support processes. Stay updated on the latest advancements in AI and apply them to product development. Collaborate with business, engineering and data science teams to prototype, validate, and launch AI-powered features that drive automation, personalization, and efficiency

Qualifications:

• Education: Bachelor's degree in Computer Science, Engineering, Business, or a related field. MBA or advanced degree is a plus.

• Experience: Minimum of 7 years of product management experience, with a focus on Sales and Support technologies. Proven track record of successfully launching and managing products.

• Technical Skills: Strong understanding and track record of implementing Generative AI / Agentic AI technologies and their applications in the Sales and Support domain. Experience with AI/ML frameworks and tools is highly desirable.

• Experience with Leading AI Platforms: Experience with industry-leading AI ecosystems such as Microsoft Azure OpenAI Service, Amazon Bedrock, or AWS SageMaker is highly desirable. Familiarity with integrating these platforms into enterprise-scale CRM and support systems is a strong advantage. Demonstrated success in leveraging these technologies to design scalable, intelligent solutions that enhance user productivity, automate workflows, and drive measurable business outcomes will set you apart.

• Analytical Skills: Excellent analytical and problem-solving skills. Ability to interpret complex data and make data-driven decisions.

• Communication Skills: Strong verbal and written communication skills. Ability to effectively communicate with technical and non-technical stakeholders.

• Leadership: Demonstrated leadership skills with the ability to influence and inspire crossfunctional teams. Strong project management skills and attention to detail.

Why Join Us:

• Innovative Environment: Be part of a forward-thinking company that values innovation and creativity. Work on cutting-edge technologies and make a significant impact on the industry.

• Collaborative Culture: Join a collaborative and inclusive team that values diverse perspectives and fosters a culture of continuous learning and growth.

Collette is seeking a Business Development Manager for our Indiana territory. The ideal candidate resides in the Indianapolis area.

About Collette: Let Us Show You the World

There has never been a better time to be in the travel industry. See the world, connect with others, and experience the immersive benefits of one of the trendiest industries when you join the Collette team! As the longest-running tour operator in North America, our family-owned business leads the industry in innovation and expertise. Collette's passionate team works hard to fulfill travel dreams and is always looking for talent that will help to shape the company's future. Being part of the Collette team means having a willingness to grow, a desire to learn and ask questions, and a zest for seeing the world. From giving back to local communities to creating incredible experiences for a world of travelers and being part of a value-oriented team that cares for one another – Collette is all about the people. So, what are you waiting for? Your journey starts here.

Job Summary:

The Business Development Manager will be responsible for selling guided travel and identifying potential growth areas, opening new accounts and developing long-term relationships with guests and travel professionals.

Traveling throughout their territory, the Business Development Manager promotes the benefits of Collette travel experiences, actively supports partner marketing efforts and presents to potential travelers on a daily basis.

Responsible for soliciting new accounts, and maintaining relationships with existing accounts to meet and exceed revenue goals in support of the organization's strategic priorities.

Primary Functions:

• Act as Collette brand ambassador while partnering with travel professionals in promotion and education of Collette's products to produce revenue in the assigned territory while achieving and surpassing sales goals.
• Close both B2B and B2C sales through effective communication and critical thinking in alignment with the sales strategy.
• Strategically prospect for new business to drive revenue and gain market share leveraging technology, relationships, and in person meetings.
• Develops an understanding of assigned territory's existing partnerships and potential partnerships to enable a strategic approach in line with sales and company priorities.
• Leverage data to ensure activities are aligned to priorities and are having desired results on revenue and market share.
• Partner with internal departments to ensure customers' needs are communicated, appropriate expectations are set and repeat business is created.
• Lead education of travel professionals in regards to the Collette brand, product offerings, special promotions, techniques to sell Collette tours, and any other relevant information.
• Actively participate and contribute to educational and development programs such as international/domestic sales meetings, product seminars, and trade shows and is an active participant in the learning opportunities.

Knowledge & Skills

• Bachelor's degree preferred, or any combination of education and experience may be considered.
• History of high levels of achievement and overcoming obstacles in business, academics, or athletics
• Strong relationship development and management skills
• Effective communicator in varying mediums and to a variety of audiences
• Proactive, trustworthy and self-driven approach to business
• Growth mindset leading to continual development
• Strong interpersonal skills
• Passion for developing a personal brand in alignment with Collette's brand
• Ability to be self-sufficient through problem solving and leveraging all available resources
• Capacity to travel overnight – up to 5+ nights a month and to domestic and international sales trips

Collette offers a comprehensive benefits package, competitive salaries, uncapped commission, bonus plans, and more.

Starting Annual Salary: $60,000 + uncapped commissions and uncapped bonuses.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Teamwork

Oversees and manages MMA resources in the delivery of benchmark service to clients. Generally, this position is a very experienced individual contributor who manages 4-5 very complex accounts. This position is matrixed to a specific Producer or Producers under whose auspices the Sr. Account Consultant is fully responsible and accountable for the total management of specific clients and/or is the primary resource to specific account managers on other. Act as Leader of Account Management Teams to specifically:

• Coach, mentor and train Sr. Account Executives, Account Executives, Account Managers and other team members as requested by the Vice President of Client Services, Region Benefits Practice Leader, sponsoring Producer/Partner, location Head of Office, or as appropriate to the needs of the Account Executive Team and/or client.
• Partnering with the Region Client Services Management team, will play an active role in the supervision and management of the support team, including participation in the employee review process.
• Successful performance will be in part evaluated on the growth and development of supporting staff.

Customer Service

• Responsible for all strategies and actions leading to overall customer satisfaction and ongoing client retention.
• Oversee and manage and execute the delivery of client calendar/timeline milestones, typically with matrixed support by Account Management Team members.
• Regular meetings and other communication with appropriate client contacts to assess, maintain, and improve customer satisfaction.
• Monitor and manage the quality of service delivered to the client by MMA team members and carriers/vendors.
• Monitor, manage, and facilitate the resolution by carriers/TPAs/vendors and MMA team members of escalated service issues.
• Participate in and contribute to the RFP process and finalist presentations in order to win new business and retain existing clients.
• Ensure adherence to and completion of Agency workflow/timeline checklists that set minimum service requirements for MMA clients.
• Consult with clients and make strategic plan design recommendations based on valid client data and information. Plan design recommendations that align with clients’ business strategy, culture, and priorities and should focus on trend management.
• Maintain knowledge and command of carrier/vendor products and services and effectively deliver appropriate carrier/TPA recommendations and product and service solutions to clients.
• Maintain knowledge and command of MMS services, resources and capabilities, and leverage them appropriately on behalf of clients.
• Consult with clients and deliver appropriate funding arrangement recommendations based on client priorities and needs. Includes recommendations on stop loss providers, contracts and financial elements for self-funded clients.
• Presentation of financial/risk management reports providing data and information pertinent to risk management, plan design recommendations, products/services recommendations, renewal projections/planning, budget planning, etc.
• Mastery level knowledge and command of iCAF capabilities and services and Milliman capabilities and services.
• Developing, maintaining and expanding business relationships with key client decision makers and senior leaders, often C-suite level.
• Developing, maintaining and expanding relationships with key HR/Benefits team members.

Technical Expertise

• Regularly present and review plan performance reports and renewal projections.
• Mastery level knowledge and command of all EB capabilities and services.
• Conduct pre-renewal planning meetings.
• Consult with clients and make recommendations for renewal strategies.
• Works with the Account Executive to manage renewal bid/RFP strategy and process (Workflow Timeline compliance is the Account Executive’s responsibility).
• Deliver renewal presentations.
• Manage ongoing carrier/TPA/Vendor renewal negotiations on clients’ behalf.
• Deliver final renewal recommendations to clients.
• Make recommendations for additional products/services and for expanding broker/consultant services.
• Manage and monitor revenue levels on all clients and work with Producers to develop strategies and actions for negotiation of commissions/fees.
• Work with Account Executive &/or may work with clients to complete renewals and transition into installation/implementation process.
• Monitor, manage and lead the Account Team as they manage/coordinate the implementation, installation and enrollment process and activities.
• Monitor and manage carrier/TPA/vendor implementation, installation, and enrollment activities.

Marketing

• Participate in MMA marketing activities and events.
• Represent MMA at conferences, meetings, councils, community events.
• Participate in and contribute to RFP process and presentations in order to win new business and retain existing clients.
• Maintain Texas Life, Health & Accident License and other necessary licenses.
• Complete continuing education requirements.
• Maintain market competitive knowledge.
• Maintain knowledge of carriers/TPAs/vendors strengths, weaknesses, products and services.
• Maintain and effectively leverage relationships with carrier/TPA/vendor representatives and managers.
• Maintain and effectively leverage knowledge of provider networks.
• Manage and monitor revenue generated by each account and work with Producers to negotiate appropriate agency revenue levels for each individual client.

General

• Contribute positively to MMA culture and morale, and exhibit and exemplify MMA core values – integrity, win/win business approach, positive attitude, commitment to excellence, client focus, agency loyalty, support of agency vision/mission/strategies, treat internal teammates and external customers/partners with dignity, respect and fairness.
• Serve as internal subject matter expert in designated areas of expertise.
• Coach, mentor and train Sr. Account Executives, Account Executives, Account Managers and other team members as requested by the Vice President of Client Services or Region Benefits Practice Leader, or sponsoring Producer/Partner, or as appropriate to the needs of the Account Management Team and/or clients.
• Meet or exceed MMA standards of excellence, including but not limited to:
• Process mail, email, and phone requests on a daily basis.
• Initiate own correspondence with clients.
• Ensure that items are delivered or mailed to clients on a timely basis.
• Maintain files and records in an orderly, timely manner and in accordance with agency policy and processes, including effective use of Electronic Documentation System.
• Maintain and exhibit a positive, professional appearance and image.
• Understand and adhere to policies and procedures within the MMA employee handbook.
• Adhere to security and compliance requirements, appropriately manage/protect PHI and PII, and protect agency intellectual capital

REQUIREMENTS:

• College degree or equivalent professional experience preferred.
• 5+ years of Account Consultant or Executive experience, ideally with an agency, and in account management, account executive, and/or sales roles. Benefits experience with a carrier or employer may also be considered.
• Mastery level knowledge of benefits products, services, market dynamics, carriers/TPAs/vendors, fully insured and alternative funding arrangements.
• Proven track record of success in client management, account management, executive level relationship building, negotiations, sales/marketing, renewals, financial reporting & analysis, client consultations, presentations, revenue management.
• Ability to fully manage, renew and retain clients without Producer/Partner involvement.
• Proficient with Microsoft Office Suite, especially email, Word, and Excel.
• Proficient with PowerPoint.
• Active Texas Life, Accident & Health License.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:

Senior Multi-Media Account Executive

*This is a full-time, in-office opportunity. *

Take Your Media Career to the Next Level:

Are you a high-performing sales professional with deep expertise in media and digital marketing? Do you bring trusted relationships, strategic insight, and a track record of exceeding revenue goals? At Townsquare Media Group, we’re seeking a Senior Account Executive to drive transformative results for our clients and contribute meaningfully to our local market leadership.

This role is ideal for seasoned sellers who are passionate about making a difference in their community, leveraging cutting-edge solutions, and building long-term partnerships with business decision-makers.

Why Townsquare Media Group?

Townsquare is a media, entertainment, and digital marketing solutions company dedicated to serving small and mid-sized markets across the U.S. We own and operate 354 radio stations and more than 400 local websites across 74 markets—including trusted Bismarck stations.

We combine the power of local media with best-in-class digital solutions to help businesses grow—offering everything from broadcast and digital advertising to SEO, web design, and programmatic marketing.

What You’ll Do:

As a Senior Multi-Media Account Executive, you’ll serve as a trusted advisor to high-value clients and prospects. You’ll be responsible for developing strategic marketing campaigns, leveraging your network to grow revenue, and guiding clients through complex buying decisions across a full suite of solutions.

Key responsibilities include:

• Own and manage a book of business with a strong focus on new revenue generation
• Leverage your established network to drive opportunities and close high-impact deals
• Conduct high-level client discovery meetings and present custom, insight-led solutions
• Lead strategic planning across integrated campaigns—including broadcast, digital, events, and sponsorships
• Collaborate cross-functionally with internal departments to ensure successful campaign delivery and client satisfaction
• Serve as a mentor and subject matter expert within the sales organization
• Meet and exceed quarterly and annual revenue targets

What You’ll Bring:

• 5+ years of B2B sales experience in media, marketing, or advertising (required)
• Deep understanding of broadcast, digital, and programmatic marketing solutions
• A proven track record of quota overachievement and strategic new business wins
• Strong relationships with local business owners and decision-makers in Bismarck
• Expertise in consultative selling and long-term client relationship development
• Exceptional communication, negotiation, and presentation skills
• A strong personal drive, professional polish, and collaborative spirit

• Valid driver's license, auto insurance, and vehicle (required)
• BA/BS degree (preferred)

What’s In It for You?

We know sales is a grind, but the rewards are real. Here’s what you get:

• Competitive compensation plan + UNCAPPED earning potential
• 3 weeks PTO + 9 paid holidays (including 2 personal days)
• Volunteer Time Off—give back to your community
• Health, Dental, Vision, and Pet Insurance
• 401(k) with company match + Employee Stock Purchase Plan
• Company-provided laptop
• Hands-on training and dedicated support from your leadership team
• A respected brand, national resources, and the autonomy to make your market yours

TOWNSQUARE MEDIA BROADCASTING, LLC MAINTAINS A DRUG-FREE WORKPLACE AND IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. APPLICANTS MUST BE ELIGIBLE TO WORK IN THE U.S. 

Townsquare Media provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Townsquare Media complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Townsquare Media expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Townsquare Media’s employees to perform their job duties may result in discipline up to and including discharge. 

ChartRequest

Position: Chief of Staff

This is a role for an extroverted leader that is a clear and concise communicator. The CoS must have amazing project management skills and be tech-forward. An abiltiy to communicate, manage and lead is key! If the notion that "early is on-time and on-time is late" resonates with you then you might have found a great role. This is a fast paced environment.

Location: Phoenix, AZ or Atlanta, GA in-office role.

Company Profile

Founded in 2012 in Atlanta, GA, ChartRequest is a healthcare information technology and services company that specializes in electronic medical record fulfillment, outsourced medical record fulfillment, and referral management solutions.

We believe in being Helpful, Accountable, and Respectful, Problem-Solving Team Players. Every team member at ChartRequest embodies those core values and attributes on the ChartRequest PATH.

The company leverages forward-thinking strategies and innovation to deliver automated, HIPAA-compliant solutions that empower solo physician practices, large group practices, national urgent care platforms, imaging centers, community hospitals, and integrated delivery networks to streamline their operations and reduce their overhead. In addition, ChartRequest provides a secure, paperless release of information platform for legal firms, insurance companies, ERE users, and other requestors that need to protect sensitive and business-critical information.

ChartRequest is dedicated to eliminating manual and paper processes in ROI and referral management in order to realize 100 percent electronic workflows for its clients and staff. Since its establishment, the company has managed more than 50,000,000 secure requests for protected health information on behalf of its providers. The network using its services to exchange vital continuity of care documentation currently comprises over 20,000 healthcare providers in all 50 states.

Opportunity

ChartRequest is looking to add to our organization with a qualified, self-driven operational professional who is looking to make an impact with a growing company. This role will report directly to the CEO. If you are looking for an opportunity with realistic, attainable goals, uncapped opportunity, and operational freedoms - this might be the opportunity for you. This is a role for an extroverted leader that is a clear and concise communicator and has amazing project management skills. An abiltiy to communicate, manage and lead is key!

The chosen candidate will join a team that is focused on achieving goals and driving growth through a collaborative work environment that incentivizes you to reach your targets.

This specific role will be responsible for leading all departments and working cross functionally across all departments to streamline processes and procedures to ensure overall success within the organization. This team member will implement and ensure that initiatives are met within the organization and metrics for these are tracked according to company policy and procedures.

Primary Responsibilities

• Lead, manage, and hold accountable the Marketing, Sales, Client Services (ROI, Retrieval, Support), Product, Development, IT Operations (including Security & Compliance), and Human Resource function with support from the CEO.
• Create, review, manage, distribute, and measure all internal communications related to policy, process, workflow, and business changes to ensure that all key communications are properly and consistently cascaded across the organization with a plan for post-communication measurement and monitoring.
• Accountable for all measurement systems throughout the organization including the alignment of Accountability to Job Descriptions, Scorecards, Measurables, and Incentive Compensation models. Create new, and manage, and leverage existing scorecards and system dashboards to measure, monitor, and improve key workflows, processes, and KPIs (Google Sheets, Jira, Hubspot, Xero and other systems). 
• Implement and optimize EOS principles: effectively implement the EOS tools and processes to align all company activities with the CEO's vision, ensuring seamless integration of strategic plans into daily operations.
• Lead, and nurture a high-performing management team, fostering a culture of accountability and continuous improvement in alignment with EOS values and ChartRequest PATH..
• Oversee daily operations across all departments, ensuring efficiency, quality, service, and cost-effective management of resources. Conduct 1:1’s weekly with all Executives & Managers to maintain a pulse on the business and ensure the desired operating cadence and rhythm is followed.
• Collaborate with ELT and MGMT members to ensure that consistent, effective communication programs and processes exist throughout the organization. Lead ELT LVL10, MGR LVL10, and all quarterly planning meetings. Establish strategic objectives (Rocks) across all departments and drive their completion alongside executives and managers.
•  Lead the effort to enhance processes in place to continue to build relationships and ensure client success with Key Accounts. Lead and mentor Customer Success organizations to develop professionally.
• Ownership of All-Hands, LVL10 ELT/MGR/DEPT, Rising Stars, and quarterly goal setting and issues resolution across the organization.
• Demonstrated commitment to the ChartRequest PATH. On the ChartRequest PATH, you’ll be bound by a value system that is critical to success. The PATH requires you to be a polite and respectful problem solver in all scenarios. The PATH demands accountability and for all team members to be trustworthy team players while being helpful cross-functionally.  

Required Qualifications & Experience

• 4-year Bachelor’s degree from a top tier school (Required)
• Master in Business Administration from a top tier school (Preferred)
• 10+ years of project management experience (PMP Certification Preferred)
• 10+ experience in operational roles (SaaS and Healthcare experience a Bonus)
• 5+ years of direct & cross-functional leadership and management experience leveraging EOS (LVL10 Meetings, Rock Setting, Quarterly Planning, etc)
• 5+ years of PnL management experience (Preferred)
•  Detail-oriented, Type A leader that takes pride in their work
• Exceptional written and verbal skills
•  Highly organized with strong cross functional collaboration skills
• Persistent and Precise 

Compensation. This role is a leadership role and the base compensation will be between $60,000 - $90,000 and the On Target Earnings will be $69,000 to $103,500 depending on leadership and management experience. 

Hybrid Policy. This is not a remote role. This role is based in our Phoenix, AZ or Atlanta, GA office, 5 days per week.

ChartRequest is an Equal Opportunity Employer

We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

The ChartRequest PATH.

Great expectations between ChartRequestors. Every ChartRequestor is on the ChartRequest PATH. When you are on the ChartRequest PATH you must be a team player that is a polite and respectful problem solver. Being Accountable for your work and actions, as well as being a trustworthy team player is paramount to success on this PATH. If you are on the ChartRequest PATH, you must strive to be helpful at all times to your teammates, clients, and all end-users in the ChartRequest ecosystem. 

P - Polite, Respectful Problem Solver

A - Accountable

T - Trustworthy Team Player

H - Helpful

Executive Assistant to VP Global Supply Chain

We are seeking an exceptional Executive Assistant to support the VP of Global Supply Chain. This opportunity requires a polished professional who thrives in a fast-paced, dynamic environment and is motivated by the opportunity to impact across the organization.

More than an administrative partner, the Executive Assistant will serve as a trusted extension of the VP of Global Supply Chain. anticipating needs, taking initiative, and creating leverage so the VP Global Supply Chain can focus on the most critical priorities. In addition, this role provides the opportunity to influence and support other administrative staff, encouraging teamwork, fostering collaboration and building a collegial, collaborative environment. This position is highly cross functional and global in scope, requiring the ability to navigate multiple time zones, cultures and priorities.

What You’ll Do

• Serve as the right-hand; anticipating needs, taking initiative, and creating leverage so the VP Global Supply Chain can focus on critical priorities.

• Orchestrate complex scheduling, travel, communications, and team preparation with discretion, accuracy, and efficiency.

• Serve as a trusted liaison for the VP Global Supply Chain with senior leaders and external partners – ensuring seamless preparation and execution of meetings while representing the company with professionalism, poise and executive presence.

• Partner in building and sustaining company culture by supporting offsites, events, and initiatives that strengthen engagement across BioMarin's global sites.

• Support the VP Global Supply Chain and fellow administrative professionals in leveraging digital tools—including emerging technologies like AI—to drive efficiency and unlock new ways of working.

• Draft, review, and refine communications, presentations, and reports with clarity, accuracy, and professional polish.

What You Bring

• 10+ years of experience supporting senior executives in complex, global, or high-growth organizations.

• A reputation for being proactive, kind, and highly attuned to anticipating the needs of executives.

• Demonstrated success managing interactions with senior leadership teams.

• Exceptional organizational skills with the ability to manage multiple, shifting priorities in high-pressure environments.

• Superior written and verbal communication skills, with executive-level polish.

• Strong problem-solving ability and creativity in approaching challenges.

• Experience mentoring or leading administrative professionals.

• Proven fluency with modern digital tools and platforms; comfort guiding others in navigating emerging technologies.

Work Hours/Location: This is a full time, hybrid onsite role based at HQ in San Rafael, CA. You will typically work onsite most days alongside other Executive Assistants.

Why Join Us?

This is a unique opportunity to directly support the VP Global Supply Chain of a global biotechnology leader, helping drive organizational impact and supporting the mission to bring life-changing therapies to patients around the world. In this role, you will contribute to the growth and culture of the company, and gain exposure to strategic decision-making at the highest levels. You’ll collaborate with talented colleagues worldwide and play a critical role in enabling the future of an innovative, mission-driven organization.

Note: This description is not intended to be all-inclusive, or a limitation of the duties of the position. It is intended to describe the general nature of the job that may include other duties as assumed or assigned.

REEP — San Antonio, TX (Remote: Austin or Houston)

REEP is seeking a Fractional VP of Finance to provide senior financial oversight and strategic guidance for a growing real estate investment platform.

REEP is a technology-driven real estate investment firm focused on acquiring and operating multifamily communities throughout Texas. Our platform manages 4,500+ units and over $650M in assets under management. We actively leverage technology and artificial intelligence to improve operational efficiency, financial insight, and decision-making across the organization.

This role is ideal for a Controller, VP Finance, or CFO-level professional seeking a flexible, high-impact role with a respected investment firm.

Estimated commitment: 10–20 hours per week.

Compensation:

Very competitive hourly compensation based on experience and qualifications.

Key Responsibilities

• Oversee treasury and banking operations, including monitoring cash balances and managing company bank accounts.
• Authorize and execute wire transfers and maintain strong liquidity management
• Oversee the accounts payable process to ensure accurate and timely vendor payments
• Provide general ledger oversight and accounting troubleshooting to support efficient month-end close
• Review and approve monthly financial statements
• Prepare bi-monthly cash flow forecasts to monitor liquidity and anticipate funding needs
• Support RAMP accounting entries and troubleshooting
• Provide strategic financial guidance on capital allocation and financial health
• Assist leadership with special financial projects, financial systems improvements, and audit preparation
• Contribute to a technology-forward finance function, leveraging automation and AI tools to improve financial reporting, forecasting, and operational insight

Qualifications

• 10+ years of experience in finance, accounting, or corporate treasury
• Experience as a Controller, VP Finance, CFO, or fractional finance leader
• Strong financial reporting, treasury, and cash flow forecasting expertise
• Experience in real estate investment, private equity, or real estate operations preferred
• CPA or strong accounting background preferred
• Interest in leveraging technology and AI tools to improve financial operations

Location

San Antonio headquarters with remote candidates considered in Austin or Houston, with periodic travel to San Antonio.

Application Guidelines

Only candidates currently residing in San Antonio, Austin, or Houston will be considered for this role.

No recruiters, staffing agencies, or third-party submissions will be accepted. Direct applicants only.

Director of HR Operations & Total Rewards

The Director of HR Operations & Total Rewards serves as a strategic and operational leader responsible for optimizing the organization’s HR infrastructure and advancing a comprehensive, competitive total rewards philosophy. This role directs all aspects of HR operations, including compensation, benefits, HRIS, analytics, and policy administration, ensuring alignment with organizational goals, compliance standards, and a culture of equity, engagement, and excellence.

Principal Duties and Accountabilities:

• Develop and execute the HR operations and total rewards strategy to align with organizational goals and drive a consistent, high-quality team member experience.
• Design, implement, and govern compensation programs and pay structures that are equitable, performance-based, and market-competitive.
• Lead the administration and continuous improvement of employee benefits programs that enhance well-being, engagement, and retention while balancing cost and competitiveness.
• Oversee HR technology systems; partner with Information Technology, Finance, and Payroll to ensure integration, automation, data accuracy, and ease of use across HRIS and related platforms.
• Establish and maintain robust HR analytics, dashboards, and reporting tools that inform leadership decisions and measure organizational health and people outcomes.
• Ensure compliance with applicable laws and regulations by developing and maintaining policies, procedures, and audit practices that mitigate risk and promote consistency.
• In partnership with the HR leadership team, oversee the preparation, submission and maintenance of EEO-1 and Affirmative Action plan reporting.
• Oversee leave of absence programs and other regulatory processes to ensure legal compliance, operational efficiency, and a supportive team member experience.
• Evaluate, select, and manage relationships with vendors, brokers, and consultants to ensure quality, cost-effectiveness, and alignment with organizational objectives.
• Lead process improvement initiatives that streamline HR operations, leverage technology, and advance standardization and scalability across the enterprise.
• Develop and implement communication and change management strategies that promote understanding and engagement in HR programs and initiatives.
• Participates in the development of departmental budgets and is accountable to budgetary expectations.

Education:

• Bachelor’s degree in Human Resources, Business Administration, Finance, or a related field required.
• Master’s degree in Human Resources, Business Administration (MBA), Organizational Development, or a related discipline preferred.

Experience:

• Minimum of 10+ years of progressive experience in Human Resources, including at least 5 years in a leadership role overseeing HR operations, compensation, benefits, or HR systems.
• Demonstrated experience designing and managing total rewards programs (compensation, benefits, recognition, and wellness).
• Proven success implementing or optimizing HR information systems and leveraging HR analytics for business insight.
• Strong knowledge of federal and state employment laws, compliance, and HR governance practices.
• Experience leading cross-functional HR projects and driving process optimization or automation initiatives.
• Professional certification(s) such as SHRM-SCP, SPHR, CCP (Certified Compensation Professional), or CEBS (Certified Employee Benefit Specialist) preferred.
• Industry experience within construction or manufacturing industries helpful.

Knowledge, skills and abilities:

• Extensive and comprehensive knowledge of Human Resources principles, best practices, and regulatory requirements, with particular depth in total rewards, HR operations, and compliance.
• Proven expertise in the design, implementation, and administration of total rewards programs—including compensation frameworks, incentive plans, and benefits strategies—that align with organizational goals.
• Advanced proficiency in HR Information Systems (HRIS), data analytics, and reporting, with the ability to leverage technology and insights to drive strategic and operational decisions.
• Strong analytical and problem-solving skills; able to frame complex issues, interpret data, and develop practical, high-impact solutions.
• Demonstrated strength in project management—planning, resourcing, and executing concurrent initiatives that deliver measurable outcomes on time and within budget.
• Effective leadership capability, fostering high-performing teams through coaching, accountability, and continuous professional development.
• Exceptional relationship-building and collaboration skills, with the ability to partner effectively across business functions and influence at all organizational levels.
• Strategic agility and adaptability; able to navigate organizational change, manage competing priorities, and sustain performance through periods of transformation.
• Strong business and financial acumen with a continuous improvement mindset and commitment to operational excellence.
• Influential change leader who drives innovation, champions inclusion and equity, and enhances the team member experience through HR operational excellence.

Physical and/or Travel demands:

• Infrequent travel between company regional offices, and to other potential project sites, will be required.
• Requires frequent sitting, keyboarding, use of monitor and telephone.

Benefits and Compensation:

• The range for this position has been established at $142,000 to $200,000 per year and is U.S. Engineering’s good faith and reasonable estimate at the time of the posting. The compensation offered to the finalist selected for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, specialty, and training.
• Your total compensation will go beyond the number on your paycheck. Team members are eligible for a year-end bonus based on company and/or individual performance as well as paid time off. An industry-leading benefits package including health, dental, and vision plans, matching retirement contributions, and matching 529 contributions all add to your bottom line.

This position will be posted until April 30th, 2026. To apply, please visit must be legally authorized to work in the United States on a full-time basis without requiring future sponsorship for employment visa status.

U.S. Engineering is an Equal Employment Opportunity Employer and shall provide equal employment opportunities to all people in all aspects of employer-employee relations, without regard to race, color, creed, national origin, religion, sex, age, sexual orientation, gender identity, disability or veteran status.

U.S. Engineering is compliant with the Drug Free Workplace Act, and all offers of employment are contingent upon the completion of a pre-employment drug screen.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities and job specifications required of employees so classified. U.S. Engineering Service reserves the right to revise as needed. The job description does not constitute a written or implied contract of employment.