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Account Manager

Role Overview

The Account Manager is responsible for managing and growing a portfolio of assigned customer accounts, driving repeat revenue through service, repairs, inspections, and small to mid-sized projects. This role is relationship-driven, execution-focused, and accountable for both customer satisfaction and revenue growth within an assigned territory or account base.

Key Responsibilities

Account & Relationship Management

• Own and manage assigned customer accounts and relationships
• Develop and maintain strong relationships with property managers, facility managers, owners, and general contractors
• Serve as the primary point of contact for customers within the assigned territory
• Act as a proactive ambassador for Greenwood Industries and its offerings

Revenue Growth & Opportunity Development

• Cultivate new business opportunities within assigned territory (Cold Calling / Door Knocking)
• Drive repeat business through repairs, inspections, maintenance programs, and small to mid-sized projects
• Identify, develop, and close upsell and cross-sell opportunities within existing accounts
• Achieve monthly, quarterly, and annual sales targets
• Generate new opportunities through account management, referrals, networking, and targeted outreach
• Convert expiring GPA’s into paid GPA’s
• Identify opportunities to upsell for safety improvements on site

Sales Execution & Estimating

• Consult with clients to assess existing roof conditions and recommend appropriate repair or service solutions
• Accurately estimate roof repairs and service work in accordance with industry standards and company guidelines
• Work with estimating to develop clear, professional proposals and follow through to close opportunities
• Utilize company cam and other sales tools to document roof conditions and scope work in the field

Internal Coordination & Project Support

• Work closely with operations, service managers, and internal teams to ensure successful project execution
• Coordinate scheduling, handoffs, and follow-up to deliver a strong customer experience
• Assist with collections and receivables for assigned accounts as directed by management

CRM & Process Discipline

• Maintain accurate pipeline, forecasting, activity tracking, and account documentation in the CRM
• Use the CRM daily for account management, proposal development, scheduling, and sales activity tracking
• Follow established sales processes, reporting requirements, and CRM standards

Professional Development & Market Presence

• Participate in ongoing sales meetings, training, and professional development
• Attend associations, manufacturer seminars, conferences, trade shows, chamber of commerce, and marketing events as required to support market presence and industry knowledge
• Organize and execute with sales team on sales blitz’s in assigned territory
• Self-awareness and continuous improvement on individual gaps

Qualifications

• Experience in commercial roofing, construction services, or building envelope strongly preferred
• 5+ years of sales or account management experience, preferably in commercial or industrial markets
• Proven ability to build, manage, and grow client relationships
• Strong communication, negotiation, and relationship management skills
• Comfortable managing multiple accounts, priorities, and deadlines
• Experience using CRM platforms for pipeline and account management
• Detail-oriented with strong follow-through and organizational skills
• Self-motivated, proactive, and able to work independently and within a team environment
• Comfortable with heights and performing roof assessments as required
• Strong work ethic and customer service mindset

About the Company

Western Industries Corporation is seeking a results-driven, hunter-minded Sales Representative to actively pursue and develop new business opportunities within the packaging industry. This position plays a key role in expanding our footprint across wood, corrugated, and foam packaging solutions by identifying new prospects, building strong relationships, and driving profitable growth.

About the Role

The Sales Representative will be responsible for expanding our market presence and driving sales through proactive engagement with potential clients.

Responsibilities:

• Proactively identify, pursue, and secure new business opportunities across targeted industries and territories.
• Present, promote, and sell packaging solutions using a consultative approach to address customer needs.
• Conduct cost-benefit and needs analyses to provide value-driven solutions.
• Establish and maintain strong business relationships built on trust and responsiveness.
• Engage in consistent cold calling and prospecting to drive sales pipeline activity.
• Collaborate with internal teams in engineering, operations, and customer service.
• Track market intelligence, competitive trends, and new product opportunities.
• Achieve or exceed assigned sales targets and activity metrics.
• Maintain accurate records of customer interactions and progress using CRM tools.

Qualifications:

• Proven success as a sales representative, ideally in industrial packaging or manufacturing.
• Hunter mentality with strong initiative and drive to win new business.
• Excellent communication, negotiation, and presentation skills.
• Strong time management and organizational abilities.
• Proficiency in Microsoft Office and CRM systems (Zoho CRM experience a plus).
• Self-motivated, results-oriented, and adaptable to a fast-paced environment.

Required Skills:

• Strong communication and negotiation skills.
• Proficiency in Microsoft Office and CRM systems.

Preferred Skills:

• Experience in industrial packaging or manufacturing.
• Zoho CRM experience.

Pay range and compensation package:

• Compensation based salary plus commission based on previous experience and performance starting at up to $100,000.
• 401(k) with company match
• Health, dental, and vision insurance
• Short term disability insurance
• Life insurance
• Paid time off

Schedule:

• Flexible schedule
• Full-time position (typically 8-hour shifts)
• Primarily field based with customer visits and regional travel

Location: Fort Collins, Colorado

About Trail Ridge Wealth Management

Our Company

Trail Ridge Wealth Management, Inc. (TRWM), provides wealth management services to high-net-worth individuals and families and the trusts and charities they create. Services are provided through two wholly owned subsidiaries: Trail Ridge Investment Advisors, LLC (TRIA), is an independent SEC-registered investment adviser offering customized integrated financial planning and investment management solutions, and Trail Ridge Trust Company, LLC (TRTC), is a Wyoming-chartered, non-depository trust company offering trust, estate, and other fiduciary services. TRIA has offices in Fort Collins and Denver, Colorado, and TRTC has offices in Cheyenne, Wyoming. TRWM is owned by its five founders, who are active in the company as officers and/or directors.

Why Work at Trail Ridge Wealth Management?

TRWM’s culture is rooted in core values of honesty, integrity, mutual trust and respect, individual empowerment, and accountability. We provide opportunity, nurture talent, invest in our people, and reward achievement. You will be joining a culture that promotes functional excellence and teamwork and a passion for learning, and which values employee input to help shape the company’s growth and future.

About the Client Coordinator Role

We pride ourselves in delivering an exceptional experience to our clients. Good communication with our clients is critical: it must be timely, responsive, and delivered with empathy and a sense of urgency. The Client Coordinator plays an important role in defining the day-to-day experience of the company’s clients. The Client Coordinator not only interacts regularly with clients in servicing their accounts, but also with their account custodians. The successful candidate will join an experienced team of advisors and professionals servicing high net-worth individuals and the trusts and charitable organizations they create and will have a commitment to and passion for delivering exceptional service to the company’s advisors, clients, and associates.

Client Interaction and Relationship Management

Client Service

·      Serve as a point of contact for TRWM clients, handling inquiries, requests, and money movement and resolving issues in a timely, professional, and empathetic manner, consistent with TRWM Service Standards, as directed

·      Refer client requests to appropriate colleagues, as needed

·      Process IRA qualified charitable distributions

·      Work closely with advisors and trust officers to serve various client needs

·      Maintain client confidentiality and assist in identifying potentially fraudulent activity

Client Meeting Preparation

·      Prepare and organize meeting materials, including performance reports, agreements or forms that need to be updated, etc.

·      Schedule meetings, consistent with the frequency and format specified in their Client Priorities and Communications Preferences forms, as directed

Client Education. Show clients how to read custodian and/or trust statements and access and navigate custodian and company online portals.

Operational and Administrative Support

Account Setup and Maintenance

·      Prepare and process client paperwork and documentation, including new account acceptance forms, account applications and related documents, asset transfer forms, and investment advisory agreements

·      Initiate and monitor custodian service requests and communicate with custodians as needed to resolve such requests

·      Contact financial services companies and other service providers on behalf of TRTC clients, as directed, to add TRTC as an authorized party, to obtain relevant documentation, etc.

·      Complete documents accurately and timely

·      Properly save documents to the client file, consistent with TRWM’s service standards

·      Maintain digital signature (e.g., DocuSign) templates

CRM Utilization

·      Use and maintain the company’s client relationship management (CRM) software (e.g., Wealthbox) to track all client information and interactions

·      Use the CRM to organize tasks and track workflows

·      Set up new clients in the CRM as part of the new client onboarding process

·      Input and update CRM data accurately and completely

Backup for Administrative Support Functions, including:

·      Pay bills and make disbursements on behalf of clients, as instructed

·      Answer and route office phone calls and emails

·      Process mail: Retrieve, scan, label, save according to our policies and procedures

·      Manage office supply inventory and office equipment

·      General office organization

·      Office vendor management

General

·    Service Standards.  Comply with TRWM’s service standards.

·    Compliance. Comply with company policies and procedures and applicable laws and regulations.

·  Workflows and Processes. Use workflow and business process management systems to provide transparency and accountability regarding task progress and completion.

·  Accuracy and Timeliness. All functions are expected to be completed accurately, thoroughly, and according to the timeframes prescribed in TRWM’s service standards. If no standard is prescribed, functions should be completed in a timely manner that is appropriate to the circumstances.

·   Communication with Colleagues. Communicate early and often regarding workload, time management, and ability to complete tasks in a timely manner.

·      Complete other tasks as assigned.

Trail Ridge Values

·      Accountability. I take ownership of decisions and results within the scope of my role.

·      Initiative.  I identify what needs to be done and take appropriate action without needing to be asked.

·      Adaptability. I recognize and am open to changing circumstances and alter my behavior as necessary.

·      Collaboration. I work in partnership with others to accomplish goals and tasks.

·      Client Focus. I understand and anticipate clients’ needs and take action to exceed their expectations. If my role is not client facing, I consider and understand how my work affects our clients and am guided by that focus

·      Learning Orientation. I develop my knowledge, skills, and abilities to continuously improve.

Qualifications

●    High school diploma required; bachelor’s degree preferred

●    Minimum of 2 years of experience in the financial services industry; at least 3 - 5 years of such experience preferred

●    Superior organizational, time management, and written and oral communication skills

●    Process-driven and proactive with excellent problem solving and analytical skills

●    Excellent attention to detail and ability to focus

●    Ability to manage multiple tasks, systems, and processes while meeting deadlines

●    Experience with Microsoft Office, particularly Excel and Word, required

●    Familiarity with Google Workspace and DocuSign preferred

●    Ability to lift 20 pounds

●    Valid driver’s license

●    Pass a basic computer skills assessment

Benefits

In addition to rewarding and meaningful work, we offer, for eligible employees depending on the number of hours worked*:

• 401(k) qualified retirement plan with company match
• Medical and dental plans
• Paid life insurance
• Paid short-term and long-term disability coverage
• 10 paid holidays per year
• Generous paid time off (PTO) program

* TRWM’s Employee Handbook contains details regarding eligibility for each benefit program

Compensation: $20-30 hourly, depending on experience and qualifications.

Work Hours: This is a full-time position (40 hours per week) in our Fort Collins office.

Senior Analyst, Sales Operations, Basking Ridge, NJ

Who We Are

Aucta Pharmaceuticals is an emerging product development pharmaceutical company.We are on our way to becoming a significant specialty pharmaceutical company in the U.S. marketplace integrating R&D, manufacturing, and commercialization. We focus on improved dosage forms for patients with a therapeutic focus in CNS and select orphan drug disease states.

Aucta successfully launched its first branded product, Motpoly XR, in the epilepsy space with a targeted sales force in March 2024 and an expanded presence of 20 field sale territories and 3 inside sales positions in late 2024. Our objective is to enhance our marketing, managed care, and sales capabilities to support future pipeline products in neurology over the coming years.

Position Description

The Senior Analyst, Sales Operations, is a key member of Aucta’s Commercial Operations team and plays a critical role in enabling sales effectiveness, operational execution, and data-driven decision-making across the organization.

This role serves as the primary point of contact and vendor manager for core Sales Operations platforms, including Veeva CRM, MMIT, and Power BI, and is responsible for managing core quarterly commercial processes such as Incentive Compensation updates, targeting changes, sales force size and structure adjustments, and system governance.

In addition, this position leads the development and maintenance of training materials and delivers training for both field and inside sales and home office teams across Commercial Operations tools and platforms.

This is a highly visible, hands-on role in a fast-growing environment that requires strong analytical skills, operational rigor, comfort working cross-functionally, and the ability to translate complex data and systems into clear, actionable guidance for the business.

The role reports to the Director of Sales Operations.

Primary Responsibilities:

Sales Operations & Vendor Management

• Serve as the primary point of contact and internal owner for Sales Operations tools and vendors, including Veeva CRM, MMIT, Power BI, and related commercial analytics platforms.
• Manage vendor relationships, system enhancements, issue resolution, upgrades, and roadmap discussions to ensure tools meet evolving business needs.
• Partner with IT, Finance, Sales leadership, and external vendors to maintain data integrity, system performance, and compliance.

Commercial Process Management

• Own and manage the quarterly change process for:
• Incentive compensation plan updates and calculations
• Targeting and call plan changes
• Sales force size, structure, and territory adjustments
• Ensure timely, accurate execution of all changes and clear communication with stakeholders.
• Support forecasting, goal setting, and sales performance tracking activities.

Analytics & Reporting

• Utilize advanced Excel, SQL, and Power BI to analyze sales performance, trends, and operational KPIs.
• Build, maintain, and enhance dashboards and reports to support Sales leadership, Commercial Operations, and Executive leadership.
• Partner cross-functionally to translate business questions into data-driven insights.

Training & Enablement

• Develop, maintain, and continuously improve training materials (guides, SOPs, slide decks, job aids) for Sales Operations tools and processes.
• Conduct training sessions for field and inside Sales and home office associates on:
• Veeva CRM functionality and best practices
• MMIT data usage and interpretation
• Power BI dashboards and reporting
• Other Commercial Operations platforms as needed
• Serve as a trusted resource for ongoing user support and best-practice guidance.

Cross-Functional Support

• Collaborate closely with Sales, Marketing, Managed Care, Finance, and leadership to support commercial execution.
• Participate in sales meetings, planning sessions, and plan-of-action meetings as needed.
• Identify opportunities for process improvement, automation, and scalability as the organization grows.

Required Qualifications

• Bachelor’s degree in Business Administration, Finance, Analytics, Information Systems, or a related field.
• 3-5+ years of experience in Sales Operations, Commercial Operations, or analytics roles, preferably within the pharmaceutical or healthcare industry.
• Hands-on experience with Veeva CRM, MMIT, and Power BI strongly preferred.
• Advanced proficiency in Microsoft Excel (including complex formulas and data modeling); SQL experience preferred.
• Strong understanding of sales force structure, targeting, incentive compensation, and CRM processes.
• Demonstrated ability to manage vendors and cross-functional stakeholders.
• Strong communication and training skills, with the ability to explain technical concepts to non-technical audiences.
• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
• Proactive, collaborative team player with a strong sense of ownership and accountability.

Work Location:

This position is based at our Basking Ridge, NJ site. It is an office-based role, requiring presence 5 days a week. The selected candidate must be able to commute to Basking Ridge, NJ

Salary Range

Aucta Pharmaceuticals considers a combination of education, experience, internal equity, and external market data when determining compensation.

• Base Salary: $80,000 – $110,000 (commensurate with experience)
• Bonus Incentive: 10%

Benefits

Aucta offers a competitive benefits package, including:

• Medical, Dental, and Vision Insurance
• 401(k)
• Life Insurance
• Short- and Long-Term Disability
• Paid Time Off (PTO)

Aucta Pharmaceuticals is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

Please refrain from forwarding unsolicited resumes from agencies to Aucta Pharmaceuticals. Aucta is not liable for any fees incurred from the use of resumes from this source. We only compensate agencies with whom we have a formal agreement. For recruitment inquiries, please reach out directly through this post

Applications will be accepted until the position is filled.

About American Home Contractors

American Home Contractors is a fast-growing, industry-leading exterior remodeling company serving homeowners across the Mid-Atlantic. We specialize in roofing, siding, windows, doors, gutters, and premium solar solutions, including Tesla Solar Roof installations.

With thousands of 5-star reviews and operations across multiple states, our mission is simple: to install peace of mind for every homeowner we serve.

Position Overview

We are seeking a hands-on Call Center Manager to lead and support our Customer Service Representative (CSR) team across two office locations.

This role is ideal for a leader who enjoys staying connected to day-to-day operations while also developing people, improving processes, and driving performance. The Call Center Manager will balance active involvement on the phones, while coaching, performance management, and cross-functional collaboration.

This is a 100% in-office position, based out of either Fulton, MD or Chantilly, VA, with time spent in both offices.

Our Call Center Environment

• High-volume inbound and outbound call activity
• CSRs average 100–150 outbound calls per day
• Inbound calls are answered promptly, with a strong focus on customer experience
• Real-time scheduling adjustments and dispatch coordination occur throughout the day
• CRM accuracy directly impacts field productivity and revenue
• The CSR team supports multiple business lines: Tune-Up Program, Retail exterior replacements, Solar Roofing, and Solar Panels

What You’ll Do

• Lead, coach, and support a team of CSRs
• Stay engaged with daily call activity and assist with inbound or outbound calls as needed
• Monitor call performance, outbound productivity, and appointment-setting metrics
• Provide real-time coaching and feedback to help CSRs improve call quality and confidence
• Support accurate scheduling, dispatching, and same-day adjustments
• Partner with Marketing, Sales, and Operations to ensure lead flow and staffing are aligned
• Review dashboards and reports to track performance and identify opportunities
• Conduct 1:1s, performance reviews, and coaching conversations
• Participate in hiring, onboarding, and team development
• Ensure CRM (Zoho) data is accurate and consistently maintained
• Help refine workflows, scripts, and standard operating procedures
• Assist with resolving escalated customer issues professionally and efficiently
• Model company core values: Integrity, Hard Work, and Service

What Success Looks Like

• Strong, consistent call performance across the team
• High-quality appointments that align with business goals
• Reliable CRM data that supports marketing and operations
• Engaged, supported CSRs who understand expectations
• Smooth coordination with field teams and minimal scheduling disruptions
• Positive customer feedback and effective resolution of concerns

What We’re Looking For

• 3+ years of experience leading or supervising teams in a call center or high-volume customer service environment
• Comfort managing both inbound and outbound call activity
• A leadership style that combines coaching, accountability, and approachability
• Strong attention to detail and respect for accurate data and processes
• Experience using CRM systems and call center tools
• Ability to thrive in a fast-paced, collaborative environment
• Willingness to work fully in-office and spend time at both office locations

Preferred Experience

• Background in home services, construction, trades, or appointment-based sales
• Familiarity with Zoho CRM, RingCentral, Podium, or similar tools
• Experience working closely with marketing or lead generation teams

Why This Role Is Unique

This position offers the opportunity to lead a close-knit team, stay connected to the work, and play a meaningful role in shaping how customers experience our brand. It’s well-suited for a leader who enjoys being visible, accessible, and involved, while still driving performance and growth.

Description

Location: The Ashford on Broad (Columbus, OH)
Job Type: Full Time
Salary: $65k plus bonus 

Make a Difference—And Own Your Future

At Wallick Senior Living, our team understands that senior living is not just a job, but a calling. We take pride in caring for and empowering our residents as they choose to enjoy their golden years with us. With 1,000+ employees and a mission to open doors to homes, opportunity, and hope, we take pride in fostering a supportive and collaborative work environment where every employee-owner plays a vital role.

A Career with Wallick Senior Living Means…

• A Unique Approach to Senior Living: Our associate’s power Wallick’s approach to senior living that goes beyond care to ensure our residents live their best lives through meaningful activities, delicious meals and round-the-clock support.
• Pay-on-Demand: access your money as you earn it.
• Exceptional Benefit Package: Health, dental, vision insurance effective within 2 weeks of starting your new job. Other benefits like gym membership reimbursement, paid parental leave, 401K, and more!
• Work-Life Balance: Paid time off, including paid parental leave.
• Supportive Culture and Rewarding Work: A team-oriented environment where associates make a meaningful impact by helping individuals maintain independence and quality of life.
• Resident Stories That Stay with You: From Maurine, who found an “instant family” to Evelyn, who recently celebrated her 105th birthday with us, our residents enjoy a sense of community that is created by you!
• Career Growth: Tuition reimbursement, training, professional development, and advancement opportunities within a company that invests in its people.
• Employee Owned, Resident Focused: As a 100% employee-owned company, your daily work (supporting our residents) also contributes to your financial future by sharing in our profitability.

What You’ll Do

The Senior Living Sales Specialist is a key driver of occupancy and revenue growth, responsible for executing strategic sales and marketing initiatives, managing the full sales cycle, and fostering strong relationships with prospective residents and referral sources. This role ensures a seamless move-in experience and contributes to the overall success of the senior living community. 

• Achieve and Sustain Occupancy Goals
  • Develop and implement targeted sales strategies to meet or exceed budgeted occupancy levels through effective lead generation, conversion, and retention.
• Lead Discovery and Tour Experiences 
  • Conduct personalized discovery sessions and community tours for prospective residents and their families, highlighting the benefits and lifestyle offered.
  • Coordinate personalized and professional tour experiences, including preparing a customized welcome sign at the community entrance to greet each prospective resident and their family. 
• Develop and Execute Marketing Plans
  • Create and implement quarterly marketing plans aligned with community goals and market trends.
• Coordinate Move-In Process 
  • Collaborate with the Executive Director and internal departments to manage all aspects of the move-in process, ensuring a smooth and welcoming transition. 
  • Ensure model rooms are consistently maintained to reflect a warm, inviting, and well-presented environment that shows the community’s lifestyle and standards. 
  • Move in process – ensure the resident room is ready for move-in and ensure the name(s) are on the room(s).  
• Conduct Market Research and Competitive Analysis
  • Monitor local market conditions and competitor offers to inform sales strategies and identify opportunities for differentiation.
• Manage and Utilize CRM Effectively
  • Maintain accurate and timely records in the customer relationship management (CRM) system, ensuring all leads, interactions, and follow-ups are documented and tracked.
  • Leverage CRM data to prioritize outreach, schedule follow-ups, and analyze conversion metrics to improve sales performance. 
• Participate in Daily Sales Huddles
  • Engage in daily sales huddles with the Executive Director to review pipeline activity, discuss strategy, and align priorities. 
• Update Forecast Tracker
  • Maintain and regularly update the forecast tracker to reflect current lead status, projected move-ins, and occupancy trends.
• Complete Admissions Checklist and Paperwork
  • Ensure all admissions-related documentation and checklists are completed accurately and in a timely manner for each new resident. Collaborate with the Business Office Manager, Director of Care, and other department heads. 
  • Work closely with internal teams to coordinate logistics, services, and communications related to resident move-ins and ongoing engagement. 
• Plan and Host Marketing Events
  • Organize and execute special events that promote the community, engage prospects, and strengthen referral relationships.
• Conduct External Business Development Activities
  • Build and maintain relationships with local healthcare providers, organizations, and referral sources to drive external lead generation and community visibility.
  • Organize and execute special events that promote the community, engage prospects, and strengthen referral relationships. 
  • Represent the community at local events and networking opportunities to enhance brand awareness and build referral partnerships.
• Budget Accountability
  • Monitor and manage the departmental budget, ensuring cost-effective execution of sales and marketing initiatives.
• Additional Duties
  • Perform other related responsibilities as assigned to support the overall success of the community.
     

What We’re Looking For

• Bachelor’s degree in marketing, business, or a related field preferred 

• Minimum of 2 years’ experience in senior living sales and marketing. 

• Knowledge of applicable laws and regulations governing senior living communities. 

• Senior Living experience strongly preferred. 

• Proven success in sales, preferably in senior living, healthcare, hospitality, or a relationship-driven industry 

• Strong closing skills with the ability to achieve and exceed sales targets 

• Excellent communication, presentation, and interpersonal skills 

• Ability to build trust and rapport with seniors, families, and professional referral sources 

• Highly organized with strong follow-up and time management skills 

• Proficiency with CRM systems, Microsoft Office Suite, and digital communication tools 

• Compassionate, empathetic, and motivated by helping others. 

Wallick’s Mission & Values

At Wallick Communities, we believe in opening doors to homes, opportunity, and hope for our residents, associates, and community. Our core values guide everything we do:

• Care – We show compassion and respect for everyone.
• Character – We do the right thing, even when no one is looking.
• Collaboration – We work together to achieve more.

At Wallick, we celebrate Diversity, Equity, Inclusion + Belonging (DEI+B) in our workplace and communities, creating an environment where associates feel welcome, respected, and empowered to bring their authentic selves to the great work they do every day.

For nearly 60 years, it has been at the core of our organization’s culture that all Wallick associates come to a safe and inclusive place to work. Wallick does not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or other non-merit-based factors.

Join Us and Become an Employee-Owner!

If you're ready to make a difference in people’s lives while securing your financial future, apply today!

*Employment is contingent upon passing a pre-employment background check and drug screen.

Description

Sales Specialist

Location: Meadow Valley Senior Living
Job Type: Full Time
 

Make a Difference—And Own Your Future

At Wallick Senior Living, our team understands that senior living is not just a job, but a calling. We take pride in caring for and empowering our residents as they choose to enjoy their golden years with us. With 1,000+ employees and a mission to open doors to homes, opportunity, and hope, we take pride in fostering a supportive and collaborative work environment where every employee-owner plays a vital role.

A Career with Wallick Senior Living Means…

• A Unique Approach to Senior Living: Our associate’s power Wallick’s approach to senior living that goes beyond care to ensure our residents live their best lives through meaningful activities, delicious meals and round-the-clock support.
• Pay-on-Demand: access your money as you earn it.
• Exceptional Benefit Package: Health, dental, vision insurance effective within 2 weeks of starting your new job. Other benefits like gym membership reimbursement, paid parental leave, 401K, and more!
• Work-Life Balance: Paid time off, including paid parental leave.
• Supportive Culture and Rewarding Work: A team-oriented environment where associates make a meaningful impact by helping individuals maintain independence and quality of life.
• Resident Stories That Stay with You: From Maurine, who found an “instant family” to Evelyn, who recently celebrated her 105th birthday with us, our residents enjoy a sense of community that is created by you!
• Career Growth: Tuition reimbursement, training, professional development, and advancement opportunities within a company that invests in its people.
• Employee Owned, Resident Focused: As a 100% employee-owned company, your daily work (supporting our residents) also contributes to your financial future by sharing in our profitability.

What You’ll Do

The Senior Living Sales Specialist is a key driver of occupancy and revenue growth, responsible for executing strategic sales and marketing initiatives, managing the full sales cycle, and fostering strong relationships with prospective residents and referral sources. This role ensures a seamless move-in experience and contributes to the overall success of the senior living community. 

• Achieve and Sustain Occupancy Goals
  • Develop and implement targeted sales strategies to meet or exceed budgeted occupancy levels through effective lead generation, conversion, and retention.
• Lead Discovery and Tour Experiences 
  • Conduct personalized discovery sessions and community tours for prospective residents and their families, highlighting the benefits and lifestyle offered.
  • Coordinate personalized and professional tour experiences, including preparing a customized welcome sign at the community entrance to greet each prospective resident and their family. 
• Develop and Execute Marketing Plans
  • Create and implement quarterly marketing plans aligned with community goals and market trends.
• Coordinate Move-In Process 
  • Collaborate with the Executive Director and internal departments to manage all aspects of the move-in process, ensuring a smooth and welcoming transition. 
  • Ensure model rooms are consistently maintained to reflect a warm, inviting, and well-presented environment that shows the community’s lifestyle and standards. 
  • Move in process – ensure the resident room is ready for move-in and ensure the name(s) are on the room(s).  
• Conduct Market Research and Competitive Analysis
  • Monitor local market conditions and competitor offers to inform sales strategies and identify opportunities for differentiation.
• Manage and Utilize CRM Effectively
  • Maintain accurate and timely records in the customer relationship management (CRM) system, ensuring all leads, interactions, and follow-ups are documented and tracked.
  • Leverage CRM data to prioritize outreach, schedule follow-ups, and analyze conversion metrics to improve sales performance. 
• Participate in Daily Sales Huddles
  • Engage in daily sales huddles with the Executive Director to review pipeline activity, discuss strategy, and align priorities. 
• Update Forecast Tracker
  • Maintain and regularly update the forecast tracker to reflect current lead status, projected move-ins, and occupancy trends.
• Complete Admissions Checklist and Paperwork
  • Ensure all admissions-related documentation and checklists are completed accurately and in a timely manner for each new resident. Collaborate with the Business Office Manager, Director of Care, and other department heads. 
  • Work closely with internal teams to coordinate logistics, services, and communications related to resident move-ins and ongoing engagement. 
• Plan and Host Marketing Events
  • Organize and execute special events that promote the community, engage prospects, and strengthen referral relationships.
• Conduct External Business Development Activities
  • Build and maintain relationships with local healthcare providers, organizations, and referral sources to drive external lead generation and community visibility.
  • Organize and execute special events that promote the community, engage prospects, and strengthen referral relationships. 
  • Represent the community at local events and networking opportunities to enhance brand awareness and build referral partnerships.
• Budget Accountability
  • Monitor and manage the departmental budget, ensuring cost-effective execution of sales and marketing initiatives.
• Additional Duties
  • Perform other related responsibilities as assigned to support the overall success of the community.
     

What We’re Looking For

• Bachelor’s degree in marketing, business, or a related field preferred 

• Minimum of 2 years’ experience in senior living sales and marketing. 

• Knowledge of applicable laws and regulations governing senior living communities. 

• Senior Living experience strongly preferred. 

• Proven success in sales, preferably in senior living, healthcare, hospitality, or a relationship-driven industry 

• Strong closing skills with the ability to achieve and exceed sales targets 

• Excellent communication, presentation, and interpersonal skills 

• Ability to build trust and rapport with seniors, families, and professional referral sources 

• Highly organized with strong follow-up and time management skills 

• Proficiency with CRM systems, Microsoft Office Suite, and digital communication tools 

• Compassionate, empathetic, and motivated by helping others. 

Wallick’s Mission & Values

At Wallick Communities, we believe in opening doors to homes, opportunity, and hope for our residents, associates, and community. Our core values guide everything we do:

• Care – We show compassion and respect for everyone.
• Character – We do the right thing, even when no one is looking.
• Collaboration – We work together to achieve more.

At Wallick, we celebrate Diversity, Equity, Inclusion + Belonging (DEI+B) in our workplace and communities, creating an environment where associates feel welcome, respected, and empowered to bring their authentic selves to the great work they do every day.

For nearly 60 years, it has been at the core of our organization’s culture that all Wallick associates come to a safe and inclusive place to work. Wallick does not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or other non-merit-based factors.

Join Us and Become an Employee-Owner!

If you're ready to make a difference in people’s lives while securing your financial future, apply today!

*Employment is contingent upon passing a pre-employment background check and drug screen.

Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to advisory teams and clients. This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests. This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience. Excellent client communication skills, an ownership mindset, and the ability to manage multiple timelines and diverse requests are required for this role. Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day. The Client Service Specialist is part of dynamic team and department, and the role requires close teamwork and daily collaboration with teammates across Client Service and the organization.

Duties may fluctuate with season volumes, market volatility, and team coverage, so flexibility and adaptability are critical. Occasional overtime may be required. Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Deliver accurate and timely service daily to advisors and clients with a "one contact resolution" mindset.
• Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.
• Handle all communications between the custodians and Operations with advisors or clients.
• Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests.
• Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs.
• Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations.
• Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients.
• Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners.
• Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress.
• Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates.
• Demonstrate care, empathy, and a genuine desire to help advisors and clients.
• Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications.
• Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members.
• Must work well independently and in a collaborative team environment, where team members are based in different geographic locations.
• Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time.

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience
• Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity)
• Proficiency in using Salesforce or a similar CRM system.
• Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed.
• Strong problem-solving skills and ability to think critically and work independently in resolving client issues.
• Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience.
• Work well in a team environment, fostering a collaborative and inclusive work culture.
• Embrace innovative approaches and ideas and adapt quickly to new methods.
• Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications.

The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $55,000-$65,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

We're seeking a detail oriented, tech savvy, and customer obsessed Associate, Digital Marketing Strategy, to develop B2C and B2B digital marketing strategies for our real estate portfolio. This role will be a key contributor to our multichannel marketing efforts, helping generate qualified leads throughout the customer journey. oriented, tech savvy, and customer obsessed channel marketing efforts, helping generate qualified leads throughout the customer journey.

As a member of the digital marketing team, you will play an integral role in managing and optimizing our marketing technology stack. Your work will help connect prospects to customer workflows while driving efficiency and scalable automation.

You will collaborate closely with property operations, sales teams, and marketing partners to ensure that lead generation mechanisms (CRM systems, marketing automation tools, websites, and partnership referral channels) are functioning effectively and consistently delivering qualified lead generation mechanisms.

This role is responsible for supporting and , with shared and overlapping responsibilities across both websites.

Digital Marketing

• Identify opportunities and challenges within the customer journey and develop strategies for improving the flow
• Partner with the Director, Digital Marketing to create multi-channel, growth marketing strategy plans; supporting company-wide, multi-year marketing plan

Website Management & Optimization

• Leverage reporting tools to monitor websites' performance
• Partner with the Associate, Digital Advertising on opportunities to increase lead performance quality and reporting on the end-to-end customer journey
• Monitor and manage incoming lead flow across multifamily websites to ensure timely follow-up and optimal distribution

• Maintain and optimize lead capture forms, chatbots, and contact pathways on websites
• Oversee the website maintenance and site content optimization

Marketing Automation & Campaign Execution

• Build and deploy automated email and SMS journeys to nurture customers throughout the funnel
• Segment audiences based on behavior, demographics, and lifecycle stage to deliver personalized communications
• Test and refine drip campaigns, autoresponders, and re-engagement workflows to improve lease conversion rates
• Support marketing campaigns with timely execution of automated communications and lead flow updates

Systems & Data Management

• Own day-to-day management of marketing automation platforms (e.g., CRM, CDP, etc.)
• Ensure clean data hygiene and integration between marketing platforms
• Work with analytics teams to develop dashboards that surface actionable insights on campaign and lead performance

• 3+ years of experience in digital marketing management, marketing automation, CRM, or lead management, preferably in commercial real estate
• Familiarity with CRM, CDP, MAP, GA4 and Google Tag Manager platforms
• Understanding of digital advertising, website conversion tactics, and SEO
• Analytical mindset with the ability to derive insights from data and act on them
• Detail-oriented, highly organized, and comfortable in a fast-paced, matrixed environment
• Strong communication skills and a proactive, team-first attitude

Preferred Qualifications:

• Experience in multifamily housing or commercial real estate
• Knowledge of fair housing guidelines and digital marketing compliance
• Understanding of digital advertising, website conversion tactics, and SEO
• Strong understanding of the residential leasing lifecycle and lead-to-lease funnel

This role is 4 days in office at 3340 Peachtree Rd, Atlanta and 1 day WFH.

The RMR Group offers an extensive total rewards package to ensure that your benefits align with your needs. Employees who work at least 21 hours per week are eligible to participate in The RMR Group's benefits plans, including:

• Health Insurance
• Dental Insurance
• Vision Insurance
• Life & Disability Insurance
• Health Savings Account (HSA) & Flexible Spending Plans (FSA)
• 401(k) Plan with Employer Match
• Holidays, Vacation & Sick Time
• Parental Leave
• Tuition Assistance
• Matching Gift Program
• Wide Array of Voluntary, Employee-Paid Benefits to choose from including Critical Illness & Accident Insurance, Identity Theft Protection & Pet Insurance

The RMR Group (Nasdaq: RMR) is a leading U.S. alternative asset management company, unique for its focus on commercial real estate (CRE) and related businesses. RMR's vertical integration is strengthened by nearly 900 real estate professionals in more than 30 offices nationwide who manage approximately $40 billion in assets under management and leverage more than 35 years of institutional experience in buying, selling, financing and operating CRE. RMR benefits from a scalable platform, a deep and experienced management team and a diversity of real estate strategies across its clients. RMR has been recognized by The Boston Globe as a "Top Place to Work", by the Environmental Protection Agency (EPA) as an "ENERGY STAR Partner of the Year" and ranked by the Building Owners and Managers Association (BOMA) as having one of the highest number of BOMA 360 designated properties in its portfolio. RMR is headquartered in Newton, MA and was founded in 1986.

RMR's mission is to create long term value for our clients by managing their investments and assets "like we own it" - an approach that consistently and repeatedly generates opportunities for all our employees, investors and stakeholders. We are guided by six core values:

• Integrity at Our Core.
• Perform Passionately and Effectively.
• Inspired Thinking.
• Like We Own It.
• Power of We.
• Mutual Respect.

Visit our website to learn more about what makes The RMR Group a rewarding place to build a career.

Follow RMR on LinkedIn and Instagram @thermrgroup.

The RMR Group is an equal opportunity employer. Qualified applications will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.

What would a typical day look like as a Customer Service Administrative Assistant at Digicomm International?

In this role you will maintain fantastic relationships with and provide phenomenal service to Digicomm’s internal teams and external customers, the largest cable operators and service providers all over the world. You would ensure that we exceed their expectations throughout the purchasing process all the way through final delivery. When issues (e.g. customs, shipping, etc.) arise, you'd work to propose solutions in partnership with the Customer Service team. And you would leave the office every day knowing that your work enables our customers to seamlessly run their businesses around the world.

Digicomm International is a leading national and international supplier and manufacturer of CATV/FTTx equipment that has experienced year-over-year growth as our product lines have continued to diversify. Known for our exceptional commitment to customer service, Digicomm is a top-rated distributor to many well-known cable and broadband operators across the country including Comcast and Charter as well as many international operators in Mexico, Latin America, and Asia. Digicomm is a privately held company that offers a customer-centric work environment poised for continued growth.

What we'll expect from you and what you'll be doing:

• Maintain strong internal and external customer relationships, ensuring updated information is provided in a timely manner
• Manage the Customer Service team email queue by converting appropriate emails to cases within our CRM, utilizing team knowledge and critical thinking to discern which team member should be tagged based upon the request, subject, and timing, and marking emails as addressed in the inbox
• Accurately categorize cases by customer, merging related cases as needed
• Assist with CRM data management, including cleanup efforts to eliminate duplicate information and correct inaccurate account information, ensuring data accuracy and consistency
• Accurately document customer and company files to maintain data integrity, including adding customer information into the CRM
• Track orders and ensure successful final delivery, including providing product ETAs, packing lists, and proof of delivery to customers upon request
• Provide administrative assistance to our Customer Service leadership and team by managing ad-hoc requests and projects with strong time management, organization, and follow-up skills
• Assist our quote upload team in all aspects of uploading daily quotes; confirming that all quotes get to reconciling daily CS quotes, confirming that all quotes are accounted for, resolving questions from the quote upload team, and verifying that all quotes were uploaded to the QDB tool, researching any items that failed
• Assist our front desk administrative team in receptionist duties, such as using strong interpersonal skills to welcome clients and guests to our office and manage the Digicomm phone line
• Utilize strong problem-solving skills and cross-functional collaboration to achieve satisfactory resolutions to issues
• Respond to requests with a proactive and adaptable mindset, effectively prioritizing tasks and navigating competing demands to deliver timely and resourceful solutions
• Demonstrate a high sense of urgency and extreme attention to detail in all you do
• Other duties as assigned

Requirements:

• Authorization to work in the U.S.
• Associates’ or Bachelor’s degree preferred but not required
• 2+ years of professional business-to-business work experience in administration, customer service, or a related discipline
• Demonstrated ability to prioritize tasks effectively in a dynamic environment, balancing competing demands while maintaining a focus on high-quality outcomes
• Exceptionally customer-focused with advanced written and verbal communication skills.
• Advanced computer skills, specifically Microsoft Excel
• Exposure to Microsoft Dynamics, or a similar CRM, preferred but not required
• Willingness to remain flexible and adapt to change as we continue to grow as a company.

Digicomm International is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state or local laws.

What you can expect from us:

This position offers a competitive compensation package including a base salary range of $45,000 - $53,000 per year and the opportunity to earn a quarterly bonus based on personal and team performance. The salary range will be commensurate with experience and qualifications.

Digicomm also offers a comprehensive benefits package that includes:

• Employee medical coverage premiums paid in full by Digicomm
• Dental and vision plans
• 401(k) plan with employer match that is fully vested upon enrollment
• PTO- Paid time off
• Company-paid Life and AD&D insurance
• Company-paid Short and Long-term Disability
• Flexible Spending Account (FSA)
• Health Savings Account (HSA) or Health Reimbursement Arrangement (HRA)
• Professional development opportunities and career pathing
• Monthly happy hours and teambuilding events
• Semi-annual company celebrations

Digicomm International is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal,