Management Solutions Jobs in Usa

Overview:

As a Product Owner in Affinity Solutions Technology (AST) you will lead a cross-functional agile team implementing technology solutions for Securian's Affinity Solutions and Securian Canada markets. AST teams demonstrate passion for delivering innovative solutions for clients, customers, and internal partners, driven by creative problem-solving skills, strong collaboration, and analytical abilities.

You need to be passionate about delivering business value through technology while remaining flexible to adapt to evolving and emerging needs. You will partner with stakeholders to define your team's strategy and roadmap, owning your team's prioritization and delivery. You will work closely with your team, other Product Owners, business stakeholders, engineering leaders, and technology partners to deliver solutions using a blend of methodologies.

Responsibilities include but not limited to:

• Partners with the business to build trust and translate operations, customer needs, and technology into impactful digital solutions-resolving trade-offs, managing risks and dependencies, creating and driving product roadmaps with a focus on measurable outcomes, and communicating transparently.

• Maintains a backlog to prioritize work/stories for the team by synthesizing all relevant data, research and any other available information.

• Engages stakeholders through ongoing collaboration to understand evolving customer needs, advocate for the business, and share insights with teams to drive alignment and optimal outcomes.

• Leverages emerging best practices and market trends to drive operational efficiencies and align technology strategies with business goals.

• Uses all available resources (e.g., analytics, reporting, surveys, ethnographic research, qualitative data, usability testing) to understand product performance and customer satisfaction.

• Effectively communicates product value through storytelling, connecting to business/customer impact and engages stakeholders in strategic decisions to optimize outcomes.

• Cross functional understanding of how their work integrates with other business workstreams and initiatives.

• Understands how to leverage team effectiveness metrics (e.g., velocity/cycle time) to drive value.

• Contributes to strategic product decisions by incorporating total cost of ownership and providing input into operating budget planning.

• Participates in governance meetings and communicates technical and business product status and progress with senior leaders.

• Creates product delivery commitments such as service level agreements and BCM plans to support resiliency requirements.

• Engages in product discovery efforts to identify strategic opportunities.

• Proactively develops and demonstrates advanced knowledge of and experience with the technical product(s) and is conversant in the product architecture to drive growth and improve customer experience.

• Directly responsible for implementation, configuration, and/or continuous improvement of a technical product based on value

• Anticipates and identifies new product opportunities to drive value. Provides input and leads the design of meaningful tests and learning opportunities.

• Ensures project delivery is in conformance with company methodologies and standards; leads and provides guidance for project management for initiatives, ensuring business objectives are met and business benefits are delivered.

Qualifications:

• Working knowledge of agile practices. Understands the fundamentals of iterative development, incremental delivery, backlog management, burndown metrics, velocity, and task definition.

• Leadership skills to gain credibility, garner respect, guide the creation of a self-organizing team, being assertive with business priorities and opposing viewpoints while adhering to agile concepts and principles.

• Ability to influence teams to deliver great customer experience without direct authority.

• Working knowledge of Product Management practices.

• Strong communication, facilitation, and interpersonal skills to engage agile team and stakeholders, facilitate discussions, negotiate, and resolve conflict.

• Strong analytical and critical-thinking skills, creative problem-solving skills, and attention to detail.

• Ability to work with minimal direction, flexibility to adapt to shifting priorities and schedules, handle multiple issues simultaneously, and manage stressful situations for self and team.

• Strong knowledge of technology and architectural principles to drive implementation of scalable, maintainable, and resilient solutions.

Preferred Qualifications:

• Proven track record as a Product Owner or individual contributor responsible for value and viability of technology solutions.

• Proven track record working in an agile environment while delivering results based on effective prioritization.

• Experience with stakeholder management and collaboration.

• Ability to quickly learn new domains and adapt to changing business needs.

• Knowledge of product and project and portfolio management best practices.

• Ability to communicate effectively with diverse audiences including executives, customers, and technical teams.

• Experience identifying critical emerging business needs and service challenges and ability to quickly and effectively shift/coordinate resources to deliver immediate impact.

• Proven ability to engage with both individual contributors and leaders of the highest levels in constructive and collaborative relationships.

• Demonstrated results of gaining credibility, gaining respect and building trust, guiding the creation of self-organizing teams and being assertive with business priorities and opposing viewpoints while adhering to agile concepts and principles.

#LI-hybrid **This position will be in a hybrid working arrangement.**

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes), you'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

The estimated base pay range for this job is:

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here

ABOUT OUR CLIENT

Our Client is committed to building a workplace where innovation, collaboration, and growth thrive. They take pride in creating an environment that values hard work, accountability, and professional development.

ABOUT THE ROLE

This is a senior-level Solutions Architect role with a clear career progression path (Solutions Architect to Senior Architect to Enterprise Architect to Principal Architect). The architect will play a critical role in driving enterprise-wide application consolidation initiatives, supporting process enhancements, and delivering scalable solutions. The role demands a strong background in solution design, fit-gap analysis, and trade-off evaluation across retail, supply chain, infrastructure, or marketing technology domains.

RESPONSIBILITIES

• Direct the identification and recommendation of solutions, upgrades, or decommissioning options with a focus on usability, productivity, and total cost of ownership
• Develop and execute solutions that minimize reactive work and maximize strategic impact
• Collaborate with business and IT subject matter experts to design end-to-end solutions that align with enterprise architecture standards
• Engage with business leadership to establish strong IT and operations partnerships
• Model solutions across conceptual, logical, and physical perspectives (N+1 views)
• Create architecture artifacts defining end-to-end solution context, data domains, logical, physical, and deployment views
• Facilitate requirements refinement with a focus on service-level requirements
• Participate in design reviews to ensure solution alignment and traceability
• Contribute to the development of enterprise architecture principles, guidelines, and standards
• Clearly articulate architectural decisions to both technical and business audiences
• Engage proactively with business stakeholders to ensure IT addresses immediate and future needs

QUALIFICATIONS

• Bachelor's degree in Computer Science, Computer Engineering, Systems Engineering, or related field required
• 10+ years of experience in IT management or solutions architecture
• 3–5 years of experience designing solutions in cloud and hybrid environments
• 3–5 years of experience with data integration patterns and tools
• Understanding of networks and security across on-premise and cloud environments
• Experience with vendor management tools and enterprise architecture integration
• Knowledge of architectural frameworks such as TOGAF or Zachman
• 2+ implementations of enterprise-class supply chain management systems preferred
• Strong interpersonal and communication skills with the ability to build consensus
• Proven ability to balance waterfall and agile methodologies
• Advanced problem-solving and analytical skills

PREFERRED QUALIFICATIONS

• Retail industry or supply chain experience (merchandising, planning, logistics)
• Experience with enterprise-class retail COTS applications
• Background in SOA/Microservices design
• 2–3 years of retail industry experience
• Optimization expertise, including stochastic modeling and holistic planning
• Strong proficiency with Microsoft Office, SharePoint, and collaboration tools

About Neudesic

Passion for technology drives us, but it’s innovation that defines us. From design to development and support to management, Neudesic offers decades of experience, proven frameworks and a disciplined approach to quickly deliver reliable, quality solutions that help our customers go to market faster.

What sets us apart from the rest, is an amazing collection of people who live and lead with our core values. We believe that everyone should be Passionate about what they do, Disciplined to the core, Innovative by nature, committed to a Team and conduct themselves with Integrity. If these attributes mean something to you - we'd like to hear from you.

Role Overview:

The Senior Management Consultant is a key member of Neudesic’s Business Transformation & Strategy (BxS) service line. The role reports to the Director of Business Transformation. This role supports the successful delivery of business-led digital transformation engagements, providing clients with strategic insights, capability analysis, and structured roadmaps that drive measurable business outcomes.

This consultant serves as a trusted advisor to business and technology stakeholders, helping to bridge business strategy with technology execution using business architecture and organizational change management principles. The role also supports pre-sales activities, backlog creation, and helps train and mentor junior consultants.

Key Responsibilities

1. Business Architecture & Strategic Advisory

• Conduct business capability assessments, identifying gaps, inefficiencies, and areas for digital innovation.
• Create and apply business architecture models to align strategic objectives with operational and technology plans.
• Support the development of product visions, solution roadmaps, and opportunity backlogs for clients across industries.
• Translate business goals and market trends into structured transformation plans, in collaboration with BxS leadership.
• Develop and maintain key strategic artifacts, including:
• Business capability maps
• Business process diagrams
• Functional analysis frameworks
• Solution ideation documents

2. Organizational Change Management (OCM)

• Support stakeholder engagement, readiness assessments, and change impact analysis as part of transformation engagements.
• Collaborate with clients to identify change champions, define training needs, and support communication strategies.
• Ensure business transformation recommendations are adoption-focused, combining structural and behavioral change planning.
• Track and help measure change adoption metrics and business value realization post-implementation.

3. Delivery Execution

• Contribute to the delivery of complex transformation projects, ensuring alignment with business goals and client expectations.
• Work with technical teams, including App Innovation and Data & AI, to ensure business needs are properly translated into technology solutions.
• Facilitate workshops and ideation sessions to gather requirements, validate solutions, and shape the future-state vision.
• Support the scoping of transformation initiatives into manageable backlogs, working with delivery leads and product owners.
• Participate in agile ceremonies where needed to provide business context and track progress toward business objectives.

4. Pre-Sales & Sales Support

• Assist in the creation of proposals, client pitch decks, and strategic recommendations that clearly define business impact.
• Contribute to industry-specific POVs and transformation playbooks, working alongside national service line and sales teams.
• Participate in client discovery and strategy workshops, identifying pain points and potential transformation initiatives.
• Help articulate the business case and value proposition of BxS-led engagements to client stakeholders.

5. Thought Leadership & Internal Development

• Support the creation of internal BxS methodologies, toolkits, and reusable frameworks.
• Mentor junior consultants and contribute to the growth of the BxS practice.
• Stay informed of technology and industry trends, helping to ensure client recommendations are future facing.
• Participate in internal initiatives around business architecture enablement, product strategy, or OCM maturity.

Qualifications & Experience

• 7+ years of experience in management consulting, business strategy, business architecture, or digital transformation.
• Proven ability to translate business strategy into executable roadmaps and capability models.
• Strong understanding of organizational change concepts, including stakeholder engagement, communications, and training.
• Experience in conducting discovery workshops, business analysis, and backlog creation.
• Exposure to agile delivery environments and cross-functional collaboration.
• Strong analytical, communication, and presentation skills; comfortable interfacing with business and technology stakeholders.
• Familiarity with business architecture tools such as BPMN, capability mapping tools, or enterprise modeling platforms is a plus.
• Experience working across industries or in a specific vertical (e.g., healthcare, retail, energy) preferred.

Accommodations currently remain in effect for Neudesic employees to work remotely, provided that remote work is consistent with the work patterns and requirements of their team’s management and client obligations. Subject to business needs, employees may be required to perform work or attend meetings on-site at a client or Neudesic location.

Phishing Scam Notice

Please be aware of phishing scams involving fraudulent career recruiting and fictitious job postings; visit our Phishing Scams page to learn more.

Neudesic is an Equal Employment Opportunity Employer:

All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.

Neudesic is an IBM subsidiary which has been acquired by IBM and will be integrated into the IBM organization. Neudesic will be the hiring entity. By proceeding with this application, you understand that Neudesic will share your personal information with other IBM companies involved in your recruitment process, wherever these are located. More Information on how IBM protects your personal information, including the safeguards in case of cross-border data transfer, are available here:

Altix Consulting is supporting VILPE USA for the recruitment of this position.

Account Executive, Smart Building Solutions

Location: VILPE USA HQ / Mason Ohio / Greater Cincinnati region

Reports to: CEO

Type: Full-time, individual contributor (no people leadership required)

Overview:

VILPE USA is launching and scaling in the U.S. market, bringing proven Finnish building technology to commercial roofing and smart buildings. Our IoT-enabled roof monitoring solution (“Sense”) helps facilities teams reduce risk, catch issues earlier, and turn roof maintenance into a more predictable, measurable program.

We’re building a high-output sales team focused on winning real accounts fast this role is for someone who likes being in the field, opening doors, and closing business.

About VILPE USA

Innovating the Future of Roofing and Building Technology

VILPE is a family-owned Finnish technology company that has built a strong reputation across Europe as an innovation leader in roof ventilation and building moisture management. Our solutions set a high standard for energy efficiency, sustainability, and long-term building performance.

Now, VILPE is launching its U.S. operations - with an ambitious goal to grow to $30 million in revenue by 2030. We will bring VILPE’s proven European technology and digital solutions to the American commercial roofing and smart building markets.

At VILPE, we combine Finnish engineering excellence with a forward-thinking, customer-first culture. We value clarity, integrity, and initiative - and we empower people to build and shape success.

Why Join VILPE USA?

• Join a fast-scaling international company at the ground floor of its U.S. growth journey.
• Be part of a high-trust, entrepreneurial culture that values initiative and ownership.
• Work directly with cutting-edge smart building technologies that are redefining an entire industry.
• Contribute to a bold and clear mission: build a $30M U.S. business by 2030
• VILPE USA will enjoy a lot of local decision autonomy in leading the US market expansion.

Role - Account Executive, Smart Building Solutions

As an Account Executive for Smart Building Solutions, you’ll own a pipeline of target accounts and drive new customer acquisition in facilities and portfolio environments (owners/operators, FM providers, data center operators, and adjacent ecosystems). You’ll sell consultatively—often starting with a pilot and expanding into broader rollouts across sites.

Key Responsibilities:

• Prospect and build pipeline within target segments (roofing contractors, facilities management, portfolio owners/operators, data centers, commercial/industrial buildings).
• Run the full sales cycle: outreach → discovery → pilot scope → proposal → close → expansion.
• Sell outcomes, not features (risk reduction, preventive maintenance visibility, faster response, fewer surprises, better planning).
• Coordinate pilots with internal technical resources and customer stakeholders; convert pilots into repeatable multi-site rollouts.
• Build relationships with key influencers: facility directors, maintenance teams, asset managers, construction/retrofit stakeholders, and procurement.
• Work the partner ecosystem where relevant (roofing contractors, service providers, integrators, consultants) to accelerate adoption.
• Maintain strong CRM hygiene (pipeline stages, notes, next steps) and provide Monthly forecasts and updates.
• Gather field feedback to improve messaging and playbooks - early-stage company means your input matters!

Ideal Candidate Profile:

• 3–5+ years of B2B sales, business development, or account management experience
• Direct or adjacent exposure to at least one of:
• Commercial roofing
• Retail/Hospitality construction
• Life sciences/Government construction
• Facilities management
• Data center construction/operations
• Industrial/commercial construction
• Demonstrated ability to open new accounts (not just farm existing relationships).
• Strong discovery skills and comfort running customer conversations with multiple stakeholders.
• Comfortable working with tools (CRM, productivity tools)
• Willingness to travel domestically as needed (often 30–60)%, depending on territory and projects).
• Experience with building systems / workflows: CMMS, BMS/BAS, work order processes, service programs, or monitoring/IoT solutions.
• Familiarity with roofing/asset condition assessments, leak response, or building envelope discussions.
• Industry associations exposure (e.g. IIBEC).

Compensation and benefits:

• Competitive and attractive compensation package
• Fixed salary and variable compensation based on targets & achievement
• Attractive benefits (medical/dental/vision, 401k, PTO, …)
• Additional non-traditional health / wellness / mental health
• Great company & work environment – continuous learning and education
• Growth opportunities and international business environment
• Employee and customer centric culture.

Training and Onboarding:

A comprehensive training and specific on-boarding program will be available.

If your level of ambition meets ours, we want to meet you!

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

The Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab. You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

The Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B.

What you're responsible for

• Leading approximately 5-8 sizable growing client relationships.
• Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
• Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
• Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.
• Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and
• Engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
• Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
• Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions.
• Support Sales efforts, as needed,
• Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.
• Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
• Execute client and regulatory changes.
• Effectively and authentically communicate Schwab's value to clients.
• Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
• Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 10 + years of experience working with large, complex employer sponsored Retirement Plans.
• Bachelor's degree or equivalent experience.
• High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.
• Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.
• Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.
• High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others
• Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.
• Ability to work independently with minimal oversight by your manager.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.
• Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.
• Effectively service plans with varying level of complexity.
• Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details
• The ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
• Meet deadlines within a fast-paced environment.
• Collaborate effectively in teams and influence outcomes.
• Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications:

• ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

#workplacejobs

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

How will you make an impact?

• As the Test Engineering Manager, you will provide optimum test solutions and strategies through the effective management of people, systems, procedures, and equipment.
• You will drive innovation and continuous improvement within Test Engineering by harnessing innovative technologies in the areas of systems, equipment, and processes.
• As the Test Engineering Manager, you will also provide exceptional support to customers, team members, and shareholders.

What will you do ?

• Recruit, interview, and hire Assistant Test Engineering Managers.
• Communicate criteria to recruiters for Test Engineer and Test Management position candidates.
• Coach Test Engineering Managers in the interviewing/hiring process.
• Monitor team member turnover; identify key factors that can be improved; make improvements.

Employee and Team Development:

• Identify individual and team strengths and development needs on an ongoing basis.
• Create and/or validate training curriculum in area of responsibility.
• Coach and mentor Test Engineering staff to deliver excellence to every internal and external customer.
• Create and manage succession plans for Test Engineering and Test Management functions.

Performance Management:

• Establish clear measurable goals and objectives by which to determine individual and team results (i.e., operational metrics, results against project timelines, training documentation, attendance records, knowledge of operational roles and responsibilities, personal development goals).
• Solicit ongoing feedback from Workcell Manager (WCM), Business Unit Manager (BUM), peers, and team members on team member’s contribution to the Workcell team. Provide ongoing coaching and counseling to team members based on feedback.
• Express pride in staff and encourage them to feel good about their accomplishments.
• Perform team member evaluations professionally and on time.
• Drive individuals and the team to continuously improve in key operational metrics and the achievement of the organizational goals.
• Coordinate activities of large teams and keep them focused on times of crises.
• Ensure recognition and rewards are managed fairly and consistently in area of responsibility.

Communication:

• Provide communication forum for the exchange of ideas and information with the department.
• Organize verbal and written ideas clearly and use an appropriate business style.
• Ask questions; encourage input from team members.
• Assess communication style of individual team members and adapt own communication style accordingly.

Functional Management Responsibilities:

• Know and understand the campus strategic directions.
• Define, develop, and implement Test Engineering strategies which contribute to the campus strategic directions.
• Develop an understanding of the Workcell business strategy as it pertains to Test Engineering.
• Provide regular updates to BUM, WCM, and Operations Manager on the execution of the strategy.

Cost Management:

• Identify creative ways to reduce costs by streamlining processes and systems (i.e., modification of responsibilities or consolidation of tasks, elimination of non-value-added processes, or complete re-engineering of processes and systems).
• Utilize tools to monitor departmental cost and cost trends, striving continuously to improve value.
• Provide feedback to peers (BUMs, WCMs, Functional Managers (FMs) on cost and cost trends.

Forecast Development and Accuracy:

• Prepare timely forecasts for the department.
• Compare forward forecast results to historical actual results for trend assessment and analysis.

How will you get here? 

• Identify creative ways to reduce costs by streamlining processes and systems (i.e., modification of responsibilities or consolidation of tasks, elimination of non-value-added processes, or complete re-engineering of processes and systems).
• Drive continuous improvement through trend reporting analysis and metrics management.
• Assess the adequacy of data gathering methods used by the Workcells.
• Assure that procedures and work instructions are efficient and not redundant.
• Offer innovative ideas and suggestions for improvement. Identify and implement new practices and processes.
• Demonstrate commitment to customer service; anticipate, meet, and exceed expectations by solving problems quickly and effectively; making customer issues a priority.
• Lead by example.
• Rehabilitate troubled Workcells or to help during product launch. Foster a “back to basics” mentality during these times.
• Establish new measurement systems if/where possible.
• Exchange knowledge and information with other Jabil facilities to ensure best practices are shared throughout the Jabil organization.
• Ensure 100% adherence to all company policies and procedures (i.e., Health and Safety, Quality).
• Ensure all sensitive and confidential information is managed appropriately.
• Evaluate customer test strategies and recommend proper test solutions to support customer requests.
• Drive the development of specialized test equipment and software.
• Manage the procurement of test equipment.
• Adhere to all safety and health rules and regulations associated with this position and as directed by supervisor.
• Comply and follow all procedures within the company security policy.
• May perform other duties and responsibilities as assigned.

Education:

• Bachelor’s degree in electrical engineering preferred.
• Or a combination of education, experience, and/or training.

Experience:

• Minimum of 7 years’ work-related experience, minimum of 5 years management experience required.
• Ability to read, analyze, interpret, and communicate regarding common scientific and/or technical journals, financial reports, and legal documents.
• Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
• Ability to effectively present information to top management, public groups, and/or boards of directors.
• Advanced PC skills, including training and knowledge of Jabil’s software packages.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Ability to apply concepts of basic algebra and geometry.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Proficiency in use of personal computers, Microsoft Office products (Excel, Word, and PowerPoint) and e-mail skills required.

What Can Jabil Offer You?

Along with growth, stability, and the opportunity to be challenged, Jabil offers a competitive benefits package that includes:

• Medical, Dental, Prescription Drug, and Vision Insurance with HRA and HSA options
• 401K Match
• Employee Stock Purchase Plan
• Paid Time Off
• Tuition Reimbursement
• Life, AD&D, and Disability Insurance
• Commuter Benefits
• Employee Assistance Program
• Pet Insurance
• Adoption Assistance
• Annual Merit Increases
• Community Volunteer Opportunities

Wakefern Food Corp. is the largest retailer-owned cooperative in the United States and supports its co-operative members' retail operations, trading under the ShopRite®, Price Rite®, The Fresh Grocer®, Dearborn Markets®, Fairway Market®, and Gourmet Garage® banners.

Employing an innovative approach to wholesale business services, Wakefern focuses on helping the independent retailer compete in a big business world. Providing the tools entrepreneurs need to stay a step ahead of the competition, Wakefern’s co-operative members benefit from the company’s extensive portfolio of services, including innovative technology, private label development, and best-in-class procurement practices.

We are seeking a seasoned SAP MM Procurement Lead with deep expertise in retail supply chain processes to lead procurement transformation initiatives. The candidate would also be Participate in design and implementation of overall Procurement solutions including Master Data, Direct and Indirect Procurement, Vendor Funding, Promotion Management (PMR), Sourcing Strategy, PO pricing, WMS and EDI integration and other related functionality

Key Responsibilities

• Lead SAP MM module implementation in retail environments, focusing on procurement, inventory, and supply chain processes.
• Drive the conceptual work and provide recommendations around overall S/4 HANA P2P (Procure to Pay) and system architecture as well as implementation roadmap to support business requirements
• Design and configure Procure-to-Pay (P2P) processes including purchase requisitions, purchase orders, inventory management, vendor evaluation, and invoice verification.
• Responsible for all Procure to Pay (P2P) configuration and integration with other downstream applications, legacy systems, warehouse management system and third party application
• Collaborate with business stakeholders to gather requirements and translate them into functional specifications and coordinate closely with the ABAP team to ensure successful completion of the enhancement.
• Facilitate collaborative architecture discussions within IT, with Business and external SMEs
• Lead and mentor a team of SAP consultants and collaborate with cross-functional teams and stakeholders to ensure alignment and success.
• Oversee master data management for articles, vendors, and purchasing info records.
• Conduct fit-gap analysis, blueprinting, and solution design for procurement processes.
• Support testing, training, and change management activities during project rollout
• Scope includes working with other SAP and non-SAP systems and support any enhancements and related integrations
• Drive end-to-end Accounts Payable process optimization, including invoice receipt, three-way matching, exception handling, and payment processing.
• Collaborate with finance teams to resolve AP discrepancies, automate workflows, and improve vendor payment cycles.

Experience:

• 10+ years of SAP MM experience, with 3+ years in retail procurement.
• Strong understanding of retail supply chain, store replenishment, and procurement cycles.
• Experience with a focus on Supply Chain / Procure to Pay, WMS and EDI integration, Purchasing in Retail Industry
• Experience with SAP IS-Retail (Article Master, Site Master, Listing, Pricing)
• Experience with cross-functional Integration with Sales & Distribution / Order to Cash, Inventory & Warehouse Management, and Accounts Payable processes strongly preferred
• Experience with Ariba modules (Sourcing, Buying, Contracts, Supplier Management) is a plus
• Demonstrated proficiency in leveraging AI tools to enhance business processes, automate workflows, and support data-driven decision-making.
• Strong understanding of SAP Business Technology Platform (BTP), including its integration capabilities, extension suite, and data management services.
• Hands-on experience integrating SAP S/4HANA with mainframe systems, ensuring seamless data exchange and process synchronization across heterogeneous environments.
• Experience with BAPI, IDoc, API and FIORI apps is beneficial
• Excellent communication, stakeholder management, and problem-solving skills.

Other Qualifications and Competencies:

• Bachelor’s Degree in areas of Business Information, Information technology, Engineering or other alternative education in support of requirements
• Strong understanding of SAP Retail solution portfolio and product strategy
• Prior experience in MRP, Production Orders and Planned Order – nice to have

Join the team leading the next evolution of virtual care.

At Teladoc Health, you are empowered to bring your true self to work while helping millions of people live their healthiest lives.

Here you will be part of a high-performance culture where colleagues embrace challenges, drive transformative solutions, and create opportunities for growth. Together, we're transforming how better health happens.

Summary of Position

Essential Duties and Responsibilities

• Work closely with business stakeholders toidentifyautomation opportunities.
• Lead the technical set up and integration ofconversational AI platform & agent development studiowithin the enterprise environment.- copilot agents preferred, deploying across enterprise not for personal use.
• Analyze business processes, data flows, and system architectures to support AI solution design.
• Support configuration and deployment of AI-powered agents,applications,and workflows.
• Design,build,and customize AI agents to automate workflows and improve productivity.
• Utilizedata platforms such asMicrosoft Fabric, Snowflake, Databricks, AWSfor data orchestration, governance, and compliance.
• Ensure seamless interoperabilityof agentsacrossMicrosoft and other enterprise applications asrequired.
• Evaluateand implement secure API integrationswith enterprise systems using APIsandconnectors to enable data exchange and workflow automation.
• Apply best practices for data security, identity management, and compliance with organizational and regulatory standards.
• Apply analytical judgment to assess feasibility, scalability, data readiness, and risks of AI use cases.
• Collaborate withcybersecurityand product teams to build robust AI solutions
• Test new AI agent enhancements, integrations, and fixes prior to release to ensure quality and expected behavior.
• Track and analyze performance metrics, including response quality, speed, reliability, andcost-effectivenessof AI agents and automated workflows.
• ContinuouslyoptimizeAI solutions based on performance data, user feedback, and evolving business needs.
• Document requirements, solution designs, architecture diagrams, and integration approaches in a clear and concise manner.
• Contribute to internal standards, reusable patterns, and best practices for AI agent and automation development.
• Support knowledge sharing and enablement across technical and business teams.

Qualifications Expected for Position

• Bachelor's degree in computer science, Information Systems, Engineering, Data Science, or a related fieldor equivalent combination of education and relevant professional experience.
• Advanced certifications or coursework in cloud platforms, data engineering, or AI/ML preferred.
• 3+years of experience in solution architecture, systems integration, automation engineering, or applied AI roles.
• 1+ year demonstrated ability to design, build, and deployAI-poweredagents, workflows, or conversational applications.
• Proven experience working directly with business stakeholders to translate operational needs into scalable technical solutions.
• Hands-on experience implementing enterprise automation or conversational AI solutions across multiple departments or use cases.
• Experienceoperatingin regulated orsecurity-consciousenvironments, supporting compliance and governance requirements.
• Strong experience designing and implementing enterprise system integrations using APIs, connectors, and automation frameworks.
• Experience working with modern data platforms (e.g.,Microsoft Fabric, Snowflake, Databricks, AWS) to support data orchestration, access control, and compliance.
• Solid understanding of identity management, access controls, and data security best practices.
• Ability to assess AI solution feasibility, including data readiness, scalability, performance, and cost considerations.
• Strong analytical andproblem-solvingskills with the ability to apply sound judgment to ambiguous or emerging AI use cases.
• Excellent written and verbal communication skills, with the ability to explain technical concepts to nontechnical audiences.

The base salary range for this position is$130,000 - $140,000. In addition to a base salary, this position is eligible for a performance bonus and benefits (subject to eligibility requirements) listed here: Teladoc Health Benefits 2026.Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications.This information is applicable for all full-time positions.

We follow a Flexible Vacation Policy, intended for rest, relaxation, and personal time. All time off must be approved by your manager prior to use. You will also receive 80 hours of Paid Sick, Safe, and Caregiver Leave annually. This applies to full-time positions only. If you are applying for a part-time role, your recruiter can provide additional details.

As part of our hiring process, we verify identity and credentials, conduct interviews (live or video), and screen for fraud or misrepresentation. Applicants who falsify information will be disqualified.

Teladoc Health will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Why join Teladoc Health?

• Teladoc Health is transforming how better health happens. Learn how when you join us in pursuit of our impactful mission.

• Chart your career path with meaningful opportunities that empower you to grow, lead, and make a difference.

• Join a multi-faceted community that celebrates each colleague's unique perspective and is focused on continually improving, each and every day.

• Contribute to an innovative culture where fresh ideas are valued as we increase access to care in new ways.

• Enjoy an inclusive benefits program centered around you and your family, with tailored programs that address your unique needs.

• Explore candidate resources with tips and tricks from Teladoc Health recruiters and learn more about our company culture by exploring #TeamTeladocHealth on LinkedIn.

As an Equal Opportunity Employer, we never have and never will discriminate against any job candidate or employee due to age, race, religion, color, ethnicity, national origin, gender, gender identity/expression, sexual orientation, membership in an employee organization, medical condition, family history, genetic information, veteran status, marital status, parental status, or pregnancy). In our innovative and inclusive workplace, we prohibit discrimination and harassment of any kind.

Teladoc Health respects your privacy and is committed to maintaining the confidentiality and security of your personal information. In furtherance of your employment relationship with Teladoc Health, we collect personal information responsibly and in accordance with applicable data privacy laws, including but not limited to, the California Consumer Privacy Act (CCPA). Personal information is defined as: Any information or set of information relating to you, including (a) all information that identifies you or could reasonably be used to identify you, and (b) all information that any applicable law treats as personal information. Teladoc Health's Notice of Privacy Practices for U.S. Employees' Personal information is available at this link.

Role Summary

TriVir is hiring a Solution Sales Executive to drive net-new client revenue through partner-led and partner co-sell motions in the Identity and Access Management (IAM) market. This is an individual contributor role on a growing sales team. You will work closely with others for coverage and continuity, lead discovery to identify a client’s highest-impact IAM problems, and shape the best-fit services engagement. You will own the sales process end-to-end, including Quote and Statement of Work creation, and hand off cleanly to delivery after close.

About Us

TriVir is a boutique, high-end IAM services professional services firm. Our experience and expertise allow us to work with large companies and organizations to solve the most complex IAM problems.

What You’ll Do

• Drive partner-led pipeline: Generate and progress all opportunities through co-sell with PingIdentity, Okta, OpenText, and other partner account teams.
• Lead discovery and qualify deals: Diagnose root causes, quantify business impact, and use a structured framework (MEDDICC or similar) to confirm fit, stakeholders, decision process, and urgency.
• Solve the biggest problems: Identify the highest-priority IAM issues (“the nastiest problems”) and shape the single best-fit services solution to solve them.
• Own proposals and SOWs: Lead proposal development and Statement of Work creation (scope, assumptions, success criteria, milestones, client responsibilities, change control), leveraging internal sales engineers and solution architects for technical details and estimates.
• Manage procurement and close: Navigate negotiations and procurement, including regulated and public sector processes when applicable.
• Operate in a team-selling model: Coordinate with others for assistance, backup, handoffs, and shared coverage across opportunities as needed.
• Represent TriVir externally: Attend partner events, conferences, and client meetings (~25% travel) and present effectively to executive and technical audiences.
• Ensure clean delivery handoff: Transition signed work to delivery with clear documentation of scope, success criteria, assumptions, risks, and governance.

What You’ll Sell

• IAM systems integration and implementation services supporting: PingIdentity, Okta, OpenText IAM
• Identity Governance (IG) work including: Veza, Lumos
• Project-based services and advisory retainers (some engagements may evolve into ongoing managed-services-like relationships)

Compensation

• OTE: $160k-$230k based on experience
• Base: $90k-$130k
• Variable: $70k-$110k (based on recognized service revenue from net-new clients)
• Ramp: First year Q1 - 100% OTE, Q2 - 75% OTE, Q3 - 50% OTE, Q4 - 25% OTE
• Paid the greater of the Ramp or standard plan each quarter for the first year

Benefits

• Medical, dental, and vision insurance
• Short-term disability and long-term disability
• Life insurance and AD&D
• Supplemental life insurance (Employee/Spouse/Child)
• Health care and dependent care Flexible Spending Accounts
• 401(k) with company match

What Success Looks Like

Variable Compensation: Recognized net-new client revenue.

Performance Management:

• Partner-sourced/partner-influenced pipeline and revenue
• Win rate and stage conversion on partner-introduced opportunities
• Forecast and CRM hygiene (next steps, close plans, current status)
• Sales cycle management and deal progression by stage
• SOW quality (clear scope, deliverables, and success criteria)

Qualifications

Required

• Experience selling solutions or professional services
• Proven ability to sell complex, multi-stakeholder engagements (typical deal sizes $100k–$3M+; sales cycles measured in months)
• Comfortable selling to CIO/CISO, IAM leadership, and IT operations teams; able to work through procurement
• Experience operating in a team selling environment (coverage, backup, handoff)
• Strong written communication (proposals/SOWs) and executive presence
• Sufficient technical knowledge to engage in discovery motions and participate in technical solution development

Preferred

• IAM domain expertise and professional services selling experience
• Familiarity with PingIdentity, Okta, OpenText, and/or Veza/Lumos
• Working knowledge of MEDDICC or similar discovery/qualification frameworks

Location and Travel

• Strong preference for office presence in American Fork, UT, Raleigh, NC, or Centreville, VA

Approximately 25% travel for partner events, conferences, and client meetings

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

About ConnectUs

ConnectUs is a leader in Managed Mobility Services, helping organizations simplify mobile device management at scale. From procurement and kitting to deployment, MDM configuration, and full lifecycle support, we take the complexity out of mobility so our customers can focus on growth. Since 2014, ConnectUs has deployed over 3 million devices and helped clients save more than $1 Billion by reducing friction, improving uptime, and enabling connected workforces.

Role Overview

The Account Manager – Customer Growth & Retention plays a dual role:

• Manage and grow assigned active accounts to ensure long-term satisfaction and continuous value.
• Proactively re-engage existing customers who have not purchased in 60+ days, identifying new opportunities to provide value through device lifecycle services, accessories, MDM, and support solutions.

This role is ideal for someone who thrives in both relationship management and outbound customer engagement. You will be responsible for deepening customer partnerships, uncovering new needs, and driving incremental revenue through upselling and cross-selling.

Key Responsibilities Account Management & Customer Success

• Serve as the primary point of contact for assigned customers following initial onboarding.
• Build trusted relationships with client stakeholders and ensure ConnectUs continues to meet or exceed expectations.
• Conduct quarterly business reviews (QBRs) and regular check-ins to align solutions with evolving client goals.
• Monitor service performance, SLAs, and client satisfaction to ensure continued success.

Account Growth & Upselling

• Identify new revenue opportunities within existing accounts, including MDM services, accessories, buyback programs, and enhanced lifecycle support.
• Collaborate with internal sales and operations teams to prepare quotes, renewals, and proposals.
• Track upsell and cross-sell performance metrics and report on monthly growth outcomes.
• Support annual planning, budget cycles, and device refresh discussions to position ConnectUs for continued expansion within each client.

Dormant Account Re-Engagement

• Maintain a proactive outreach list of 10–20 existing customers who have not purchased within 60+ days.
• Conduct personalized outreach to re-engage these customers, share relevant service updates, and present new offerings.
• Identify reasons for inactivity and propose tailored solutions that address current pain points or budget considerations.
• Document all interactions and next steps in CRM (Copper/HubSpot) for visibility and accountability.

Service Delivery & Issue Resolution

• Oversee the performance of ConnectUs services across fulfillment, help desk, and repair workflows.
• Act as a client advocate and escalation point, ensuring issues are resolved promptly with cross-functional support.
• Coordinate with internal teams to ensure accuracy in asset tracking, device lifecycle management, and reporting.

Reporting & Insights

• Provide regular reports on account activity, growth opportunities, and re-engagement progress.
• Analyze trends in order volume, service usage, and renewal likelihood to inform targeted outreach strategies.
• Deliver insights that help customers reduce costs and optimize device operations.

Key Traits

• Proven ability to build trust and grow relationships with existing customers.
• Strong sense of ownership, accountability, and results orientation.
• Excellent communication and listening skills with a proactive approach.
• Comfort with outbound outreach and re-engagement activities.
• Organized, data-driven, and adept at using CRM tools.
• Passionate about helping customers succeed while achieving measurable revenue impact.

Performance Metrics

• Revenue growth from existing accounts
• Number of dormant accounts reactivated
• Upsell and cross-sell conversion rates
• Customer satisfaction (NPS, QBR feedback)
• Responsiveness and retention rate

Remote / Field-Based | $80K Base + Commission | Car Allowance

Our team is partnering with a fast-growing automotive solutions company to hire a results-driven Account Executive supporting the West Coast market. This is an exciting opportunity to represent premium dealership products while building long-term relationships and driving territory expansion.

Why This Opportunity Stands Out

• Growth-focused organization with genuine career development pathways

• Direct exposure to senior leadership and strategic initiatives

• $80,000 base + monthly commission (OTE $90,000–$110,000+)

• Full benefits package

• Car allowance ($750/month)

• Remote, field-based role with strong territory upside

• Represent a premium suite of vehicle protection solutions trusted by leading dealerships

About the Opportunity

Our client is a respected partner to automotive dealerships and warranty administrators, delivering vehicle protection programs and sales solutions designed to drive revenue, retention, and customer satisfaction. Their product portfolio combines performance, protection, and customization, supported by training, marketing resources, and hands-on operational support.

This is an ideal role for a motivated sales professional who enjoys a mix of account management, dealership support, and new business development.

Day-to-Day Responsibilities

In this territory-based role, you will expand and maintain dealership relationships while driving new partnerships across your region.

Your week will typically include:

• Delivering dealership training on product knowledge, sales approach, and program best practices
• Supporting dealership operations and ensuring program success through ongoing service and communication
• Managing existing accounts and strengthening relationships with dealership leadership and staff
• Prospecting new dealership opportunities and actively closing business
• Preparing proposals and responding to partner inquiries
• Reviewing account performance data and collaborating with leadership on growth strategies
• Supporting product launches, marketing initiatives, and merchandising placement
• Reporting activity through CRM and participating in weekly strategy meetings

This role balances relationship management (approximately 50%) with new business development (approximately 50%).

What We’re Looking For

• Bachelor’s degree preferred
• 3+ years of territory sales, field sales, or account management experience
• Comfortable with travel, including daily driving and about one overnight per week
• Experience with cold outreach, prospecting, or hunter-style sales activity
• Strong communication, training, and relationship-building skills
• Self-driven professional who thrives in an autonomous, field-based role

Schedule & Location

• Remote / work from home

• Field travel throughout assigned West Coast territory

If you’re looking for a role where you can own a territory, work directly with leadership, and represent high-value automotive solutions, we’d love to connect.

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship now or in the future.

We believe in the importance of in-office collaboration and intend for the selected candidate to work on site 4 days per week in one of the specified locations.

The Client Service Manager, Relationship Management in the Mega Market segment ($1B plus AUM), plays the critical role of relationship management and interface between our largest plan sponsors and Schwab. You will work as a team, with the Director level Client Service Manager, their Client Relationship Practice Leader and Client Service Specialist to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In addition, the goal of the Client Service Manager, Relationship Management will be to learn and develop under more tenured Director Level Client Service Managers to pursue a thoughtful succession plan for SRPS's largest client relationships. In meeting and exceeding these duties, the Manager, Client Service Manager is expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. You will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling more than $5B.

What you're responsible for

• Support 1-3 Mega Market client relationships in a team-based fashion.
• Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
• Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
• Approach every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience.
• Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.
• Identify and engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
• Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
• Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance).
• Support sales efforts.
• Deliver client education and training by developing appropriate awareness of procedures and sponsor reporting solutions.
• Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
• Execute client and regulatory changes.
• Effectively and authentically communicate Schwab's value to clients.
• Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
• Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to deliver results.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 3+ years of experience working with large, complex employer sponsored Retirement Plans.
• Bachelor's degree or equivalent experience.
• Understanding of ERISA, industry rules and regulations, and non-qualified plan design.
• High energy, confidence, accountability, and professionalism with each interaction while also demonstrating personal integrity, resilience, and respect for others.
• Self-motivated, enthusiastic, and take initiative.
• Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.
• Ability to work independently.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem solve, influence and build consensus among team members, leadership, and clients through presentations.
• Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.
• Effectively service plans with a high-level of complexity.
• Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details.
• Ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
• Ability to meet deadlines within a fast-paced environment.
• Ability to collaborate effectively in teams and influence outcomes.
• Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications:

• 5+ years of client and/or participant service experience.
• ASPPA, CEBS and/or NIPA designation or in process.
• QPA, CPC or equivalent certification/designations.
• Integrated benefit services experience with general knowledge of equity compensation plans (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.

#workplacejobs

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Account Executive - Document Solutions

Our client is the largest independently owned Document Managed Solutions provider in Houston, TX and expanding in the greater Austin, TX market. For more than 37 years, they have offered a distinct and high-value driven document management product and service to medium and large businesses of all types. Their business focuses on sales, service and repair of office Printers, Copiers and Scanners. Their portfolio of services has expanded to include Managed Network/IT Services. They inspire their sales executives to build a professional portfolio, not just earn an income. Their unique business model offers an attractive base salary, and an opportunity to earn uncapped commissions with a monthly reoccurring residual.

The Account Executive - Document Solutions will present, demonstrate, negotiate, and deliver the portfolio of products (printers, copiers, and scanners) and/or services & solutions to prospective customers. Responsibilities will include cultivating relationships across the C-Level & IT suite through prospecting, appointment setting, creating, strategizing, and presenting unique value-driven recommendations to close new accounts and meet annual sales quotas.

Interviews are being scheduled.

A Private Recruiting Service

Provided by Catalyst Career Group

To request an interview, press the "APPLY" Button below.

Position includes:

• $35,000 to $40,000 Starting Salary + Monthly Activity Bonus + Uncapped Commissions
• Anticipated earnings $65,000-$75,000 first year
• Anticipated earnings $75,000-$100,000 second year
• Comprehensive Sales Training Program
• Medical, Dental, and Vision Insurance Package
• 401K retirement plan
• Paid Time Off
• Opportunity for Advancement and more.

Requirements Include:

• 2 years or more of B2B Sales experience with a drive to generate new business
• Associates or Bachelor’s Degree preferred
• Experience with Microsoft Office applications, Contact Management System, and video-based selling strategies preferred
• Must be able to identify and create value with Executive level & IT decision makers
• Experience in analyzing customer needs to develop innovative strategies to close new enterprise accounts
• Resourceful, creative, quick learner
• Self motivated, and also works well within a small team
• Well organized and able to prioritize time

Principal Responsibilities Include:

• Develop and qualify new clients within respective territory or vertical market
• Create sales proposals in a way that shows cost savings for the client
• Drive additional sales opportunities through prospecting cadence and sales cycle
• Close net new accounts and meet sales activity targets
• Respond to and lead RFPs/RFIs
• Gather and utilize business intelligence on prospects to support sales calls and solution presentations that drive new business
• Proactively assess, clarify, and validate customer needs on an ongoing basis
• Strategically design enterprise solutions using price systems and configurations
• Maintain complete knowledge of each account’s current and long-term purchase plans and objectives
• Exceed GP targets for new business accounts
• Develop and maintain relationship with key internal resources to ensure successful collaboration to meet customer needs

Interviews are being scheduled.

A Private Recruiting Service

Provided by Catalyst Career Group

To request an interview, press the "APPLY" Button below