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The MJ Companies exists to inspire the success, fulfillment, and wellbeing of each person we serve: our associate and their families, business partners, clients, and the community. This statement drives everything we do, and we are committed to your personal fulfillment and professional success.
The Director of Benefit Compliance plays a critical role in supporting MJ's clients by navigating the complex landscape of employee benefits regulations. This role serves as a trusted expert and advisor on ERISA, ACA, HIPAA, and other applicable compliance matters, offering proactive guidance, creating tools and resources, and supporting MJ teams in delivering an exceptional client experience. The Director of Benefit Compliance ensures MJ remains at the forefront of healthcare compliance by monitoring regulatory changes, educating internal stakeholders and clients, and developing scalable compliance processes and tools.
Client Compliance Support & Consulting
- Serve as the subject matter expert on benefit compliance topics, including ERISA, ACA, HIPAA, COBRA, Section 125, and other federal/state regulations.
- Provide proactive guidance and day-to-day support to clients on a wide range of compliance questions.
- Assist with compliance reviews and audits, offering actionable insights and support.
- Partner with clients and vendors to support ACA reporting, RxDC, PCORI filings, and non-discrimination testing.
Compliance Documentation & Tools
- Coordinate essential compliance documents with vendor partners including:
- Compliance Notice Packets
- Custom client forms (e.g., affidavits, certifications)
- Wrap Documents
- Section 125/POP Plan Documents
- Support client agreement processes including Business Associate Agreements (BAAs), Compensation Disclosure Statements (CDS), Service Fee Agreements (SFAs), and Non-Disclosure Agreements (NDAs).
- Track timelines for required document restatements or updates.
Education & Communication
- Monitor impactful legislation and regulatory changes, and translate updates into client- and team-friendly resources.
- Develop and deliver compliance education through:
- Monthly public webinars
- Targeted email alerts and newsletters
- Internal training sessions and team briefings
- Work with the Employee Benefits Communication team to create templates and guidance materials for clients to use during Open Enrollment or throughout the year.
- Work with the Marketing & Communications team to coordinate, facilitate, (and possibly present) compliance webinars for clients and prospects.
Internal & External Collaboration
- Partner closely with MJ's client service teams to ensure seamless compliance integration in client support.
- Collaborate with leadership and cross-functional departments to improve compliance offerings.
- Represent MJ in client meetings, vendor discussions, and public forums as a compliance thought leader.
- Assist in evaluating new products, services, or processes for regulatory risk and compliance alignment.
Leadership & Team Development
- Lead and mentor members of the compliance team, fostering professional growth and skill development.
- Delegate work effectively while maintaining quality and ensuring deadlines are met.
- Establish performance expectations, provide regular feedback, and conduct goal-setting conversations with team members.
- Promote a culture of continuous learning, collaboration, and client service excellence.
- Partner with People + Culture to support hiring, onboarding, and career development initiatives for compliance team members.
Education
- Bachelor's Degree in the field of Compensation & Benefits, Human Resources, Business Administration, Finance, or Healthcare Administration
- Master's in Human Resources, Public Health, Healthcare Law, or Business Administration preferred
Knowledge & Experience
- 710+ years of progressive experience in employee benefits, healthcare compliance, or legal/regulatory roles
- Experience supporting self-funded and fully insured health plans
- Demonstrated experience interpreting and applying federal and state regulations (e.g., ERISA, ACA, HIPAA, COBRA, MHPAEA) to benefit administration.
- Proven client-facing experience in a consultative or advisory capacity
- Experience managing or mentoring compliance, benefits, or HR teams
- Familiarity with vendor partnerships related to ACA reporting, RxDC, non-discrimination testing, or HIPAA tools
- Previous experience creating or overseeing compliance documentation and workflows (e.g., Wrap Docs, 125 plans, BAAs)
Technical Functions
- Interpret and apply regulations such as ERISA, ACA, HIPAA, COBRA, and Section 125 to client benefit plans
- Coordinate creation of compliance documents and agreements with vendor partners, including Wrap Docs, 125 plans, BAAs, and NDAs
- Oversee client compliance processes such as 5500 filings, PCORI fees, ACA reporting, and RxDC submissions
- Conduct compliance reviews, manage non-discrimination testing, and support remediation efforts
- Communicate regulatory updates and guidance through written alerts, webinars, and client meetings
- Collaborate with vendors and internal teams to implement compliance tools, dashboards, and reporting processes
- Maintain scalable compliance resources and ensure consistent client delivery across teams
Job ID: 410229
Practice area:- Estate & Tax Planning,Trusts and Estates - General
Family Wealth & Estate Planning Associate Attorney (4–7 Years Experience) – Private Client Practice | San Francisco, California
Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Private Client Associate Attorney, Family Wealth Attorney, Estate Planning Attorney California, San Francisco legal jobs, Attorney jobs San Francisco CA, CA Bar required, Law firm estate planning associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning
A leading law firm is seeking a Family Wealth & Estate Planning Associate Attorney (4–7 years experience) to join its private client practice in San Francisco, California. Work with high-net-worth individuals and families on sophisticated estate planning and wealth preservation strategies.
Founded in 1962, this California based law firm specializes in consumer products and manufacturing, energy and natural resources, financial services, litigation, real estate, technology, business transactions, wine, and private clients. Committed to diversity and equality, this firm has diversity scholarship, pipeline internship, and women's leadership programs. The diversity makes the firm stronger and enables them to deliver strong legal advice. The firm is very supportive of achieving personal satisfaction and professional accomplishment and offers a competitive salary with benefits package. The firm has received numerous recognitions and accolades for professional achievements. The firm has obtained certification as a green business. Believing in giving back, the firm and the attorneys are actively involved in the local communities.
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A prominent law firm is seeking a Family Wealth & Estate Planning Associate Attorney to join its growing private client practice in San Francisco, California. This role focuses on advising high-net-worth and ultra-high-net-worth individuals and families on estate planning, wealth transfer, and trust administration strategies.
Attorneys pursuing San Francisco legal jobs in private client services will gain the opportunity to work with sophisticated clients across industries such as technology, real estate, finance, and food and beverage. The Estate Planning Attorney will collaborate with the firm's Private Client Industry Group to provide tailored legal guidance on wealth preservation, trust structures, and family business planning.
This partner-track position offers the opportunity to work closely with experienced attorneys while building strong client relationships within a highly respected estate planning practice.
This opportunity is actively interviewing attorneys seeking advanced San Francisco legal jobs in trusts and estates and family wealth advisory services.
________________________________________
Key Responsibilities
• Advise high-net-worth and ultra-high-net-worth clients on estate planning and wealth preservation strategies.
• Draft and review estate planning documents including trusts, wills, and related instruments.
• Support sophisticated family wealth planning involving generational wealth transfer and asset protection.
• Assist with trust and estate structuring to support tax efficiency and long-term planning objectives.
• Collaborate with the Private Client Industry Group to develop and maintain strong client relationships.
• Provide strategic legal and business insights tailored to clients' financial and family goals.
• Work closely with financial advisors, accountants, and other professionals to deliver integrated planning strategies.
• Participate in client development initiatives and support the continued growth of the estate planning practice.
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Qualifications
• 4–7 years of experience practicing as an Estate Planning Attorney or trusts and estates associate.
• Experience advising high-net-worth individuals and families preferred.
• Strong understanding of estate planning structures and family wealth management strategies.
• California Bar required and active license to practice law in California.
• Ability to develop and maintain sophisticated client relationships.
• Strong analytical thinking and legal drafting skills.
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Education
• Juris Doctor (JD) degree from an accredited law school.
• LL.M. in Taxation preferred but not required.
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Certifications
• Licensed to practice law in California.
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Skills
• Strong analytical and legal research capabilities.
• Excellent written and verbal communication skills.
• Experience managing complex client relationships.
• Ability to work both independently and collaboratively.
• Attention to detail in drafting sophisticated estate planning instruments.
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Culture & Firm Appeal
This opportunity is with a respected California-based law firm known for delivering strategic legal services to individuals, families, and businesses across a broad range of industries. The firm maintains a strong presence in the San Francisco legal market and provides comprehensive legal services spanning litigation, business transactions, real estate, and private client services.
The firm emphasizes diversity, collaboration, and community engagement, with initiatives supporting leadership development, diversity programs, and professional advancement. Attorneys benefit from a supportive environment focused on achieving both professional excellence and personal satisfaction.
Professionals exploring San Francisco legal jobs will appreciate the firm's commitment to client service, inclusive culture, and long-term career growth opportunities within its estate planning and private client practice.
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Why This Role Is Unique
• Opportunity to work with high-net-worth and ultra-high-net-worth clients across diverse industries.
• Exposure to sophisticated family wealth and estate planning strategies.
• Collaborative private client practice within a highly respected law firm.
• Strong mentorship and professional development opportunities.
• Clear partner-track position supporting long-term advancement.
• Ideal opportunity for attorneys seeking advanced San Francisco legal jobs in trusts and estates.
This position rarely opens at this level and provides attorneys the opportunity to expand their expertise in family wealth advisory and estate planning within a thriving private client practice.
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Benefits
• Health and welfare benefits.
• Vacation and leave time, including parental and sabbatical leave.
• Paid holidays.
________________________________________
Call to Action
Apply now for a confidential discussion with a BCG Attorney Search recruiter.
Explore this elite-level opportunity today.
Submit your resume to learn more about this prestigious role.
________________________________________
BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.
BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.
SENIOR TAX ATTORNEY
Individual Tax Planning and Advisory
Talley Law Group | Orange, CA | Hybrid
Full-Time | $180,000 to $200,000 Base + Bonus Eligible
About the Firm
Talley Law Group (TLG) and its affiliated entity Talley LLP (Talley) deliver integrated tax, legal, accounting and consulting services to entrepreneurially driven businesses and high-net-worth individuals. Our professionals act as each client's most trusted advisor by providing strategic and technically sophisticated solutions across complex financial, tax, and legal matters, along with the legal documentation necessary to substantiate them.
Position Summary
Talley Law Group is seeking a Senior Tax Attorney to lead and grow our individual tax practice. This is a client-facing, advisory-driven role for an attorney who thrives on building relationships, solving complex individual tax challenges, and bringing in new clients within the high-net-worth space. Client advisory and practice growth are the primary focus, supported by meaningful tax research across individual and related matters.
The ideal candidate combines deep technical skill with the energy and credibility to help build something. You will manage a client portfolio from day one, serve as a go-to resource for colleagues, and play an active role in expanding the practice.
What You Will Do
- Advise high-net-worth individuals and families on sophisticated income tax planning, compensation structuring, and wealth preservation strategies.
- Serve as the lead attorney on individual client relationships, delivering proactive, year-round service.
- Build your book of business by developing referral relationships, attending industry events, and engaging prospective clients.
- Conduct substantive tax research to support your own client matters and colleagues across the firm.
- Prepare technical memoranda and planning recommendations grounded in current statutory, regulatory, and administrative guidance.
- Collaborate across practice areas on matters involving individual, partnership, and trust and estate issues.
- Monitor federal and California tax legislative developments and communicate relevant changes to clients and colleagues.
- Support tax controversy matters for individual clients, including audit responses and IRS notice resolution.
- International individual tax experience is a plus but is not required.
- Estate planning experience is a plus but is not required.
Essential Functions
Individual Tax Advisory
- Advise clients on income tax planning, investment structures, compensation arrangements, and entity strategies for high-net-worth individuals.
- Serve as the lead attorney for assigned client relationships, ensuring proactive, value-added service throughout the year.
- Identify planning opportunities through return review and ongoing client dialogue.
- Collaborate with CPAs and other advisors to deliver coordinated, comprehensive client solutions.
- Lead and participate in client meetings with confidence and technical authority.
Client Growth and Relationship Development
- Identify and pursue new individual tax clients through networking, referrals, and community involvement.
- Build and maintain relationships with CPAs, financial advisors, family offices, and other referral sources across Southern California.
- Represent Talley Law Group at professional events, seminars, and industry functions.
- Contribute to proposals and new client onboarding within the individual tax practice.
- Set and track personal client growth goals as part of your Balanced Scorecard (BSC).
Tax Research
- Conduct well-reasoned tax research on individual, partnership, and cross-border matters in support of client work and internal teams.
- Prepare clear, authoritative technical memoranda summarizing research findings and planning recommendations.
- Work with AI-assisted research platforms (e.g., Bloomberg, Checkpoint, Blue J), applying sound professional judgment to evaluate results.
- Stay ahead of emerging issues and legislative changes affecting individual taxpayers.
Collaboration and Firm Support
- Serve as a go-to resource for colleagues on individual tax questions, particularly for high-net-worth client matters.
- Partner with estate planning, business tax, and compliance teams on integrated client engagements.
- Contribute to internal training sessions, knowledge-sharing, and firm improvement initiatives.
Mentorship and Professional Development
- Develop and maintain a personalized Balanced Scorecard (BSC) that outlines your strategic steps toward personal and professional growth in alignment with firm goals.
- Provide guidance and on-the-job training to junior attorneys and support staff.
- Participate actively in firm initiatives and team activities.
- Maintain required CPE and CLE.
What Success Looks Like
We want this person to hit the ground running and grow with the firm. Here is a general sense of what we hope to see:
First 45 Days: Get oriented. Learn our systems, meet your colleagues, and develop a clear picture of your client portfolio and BSC goals.
First 90 Days: Begin leading client conversations, manage assigned matters with growing independence, and identify your first relationship-building opportunities.
First 6 Months: Complete onboarding, manage matters on budget, show early progress on client growth activities, and demonstrate active progress on your BSC.
First Year: Own your client relationships, contribute to new client opportunities, and establish yourself as a trusted resource both internally and in the market. Implement your first-year BSC and build out your second-year plan.
What We Are Looking For
- 5 to 7 years of experience in individual tax planning at a law firm, CPA firm, or integrated advisory practice.
- Strong command of high-net-worth individual income tax planning, including compensation, investment, and entity considerations.
- Solid tax research skills and the ability to produce clear, well-reasoned written analysis.
- Comfort with AI-assisted legal and tax research tools.
- A track record of, or genuine interest in, developing client relationships and growing a practice.
- An entrepreneurial mindset and the drive to build, not just maintain.
- Outstanding written and verbal communication skills, including the ability to explain complex tax issues to non-attorney clients.
- JD required; LLM in Taxation preferred. Active California Bar membership required.
- International individual tax experience is a plus but is not required.
- Estate planning experience is a plus but is not required.
Compensation and Schedule
Base salary of $180,000 to $200,000 depending on experience, plus bonus eligibility. This is a hybrid role with one required in-office day per week (Wednesdays). Minimal travel expected.
Talley Law Group is an equal opportunity employer.
Who We Are:
We are Lever, a marketing agency that stands at the intersection of experience and innovation. Lever is a place where the acumen of industry experts harmonizes with the latest advancements in advertising technology. Our focus? Spotlighting our clients, the true protagonists of our success narratives.
Our team is a dynamic collective of individuals, united in their pursuit of excellence and innovation. We foster a culture of transparency and adaptability, building partnerships grounded in trust and mutual growth. At Lever, we are more than just an agency; we are a community of marketing professionals who are curious, driven, and committed to delivering results that surpass expectations.
As a potential member of the Lever team, you would be joining an organization that values great work, strong integrity, and high morale. We are growth-oriented, constantly seeking avenues to not only enhance our clients’ journeys, but also to nurture careers and foster lasting relationships.
Join us at Lever, where we are reshaping the marketing landscape, one success story at a time.
How We Define Success in This Role:
The Account Director serves as the strategic and operational leader of a dedicated client pod. This individual is ultimately responsible for the health, performance, and growth of the clients assigned to their pod.
Success in this role is defined by the ability to lead client relationships, guide strategic direction, and ensure that the pod consistently delivers high-quality marketing performance. The Account Director ensures that campaign strategy, media execution, and client communication remain aligned with each client’s business objectives.
A successful Account Director demonstrates strong leadership, strategic thinking, and a deep understanding of digital marketing. They are able to guide both clients and internal teams toward effective marketing solutions while maintaining accountability for results.
The Account Director works closely with the Media Director to ensure that marketing strategies translate into effective campaign execution across platforms. They are also responsible for mentoring and managing the client-facing and operational members of their pod.
This role reports to the Director of Client Success and works closely with the Media Director assigned to the pod.
Primary Ownership Areas:
- Client relationship health
- Strategic direction of accounts within the pod
- Revenue growth and retention within the pod
- Escalation management
- Performance accountability for pod clients
What You’ll Do:
Lead Client Strategy and Relationship Management
Serve as the senior strategic advisor for clients within your pod, ensuring that Lever’s marketing initiatives align with each client’s broader business goals.
Develop and guide long-term marketing strategies that incorporate multiple digital channels, audience insights, and evolving platform capabilities.
Build strong, trusted relationships with client stakeholders through thoughtful communication, strategic guidance, and proactive problem solving.
Identify opportunities to expand client engagements by introducing new strategies, marketing channels, and performance initiatives that support business growth.
Serve as the primary escalation point for client concerns, ensuring that challenges are addressed quickly and effectively.
Lead and Manage a Cross-Functional Pod Team
Oversee the overall performance and coordination of the pod supporting your client portfolio.
Manage Account Strategists and Project Managers within the pod, providing guidance, mentorship, and leadership.
Ensure that all pod members remain aligned around client goals, campaign priorities, and deliverables.
Collaborate closely with the Media Director to align client strategy with media planning and execution.
Promote a culture of accountability, collaboration, and continuous improvement within the pod.
Oversee Strategic Marketing Planning
Guide the development of marketing strategies that incorporate paid media channels such as paid search, paid social, programmatic media, and emerging advertising platforms.
Ensure that marketing strategies reflect a strong understanding of audience behavior, competitive positioning, and industry trends.
Collaborate with Media Directors to ensure campaign plans are aligned with broader strategic goals.
Support the development of testing frameworks, measurement approaches, and optimization strategies that improve marketing performance.
Ensure Operational Excellence Across Accounts
Work with the Project Manager to ensure deliverables remain organized, timelines are maintained, and client commitments are met.
Review reporting insights and campaign performance to ensure that strategies remain aligned with client objectives.
Ensure that the pod operates efficiently while maintaining high standards of quality and accountability.
Maintain visibility into client budgets, campaign performance trends, and strategic opportunities across the pod’s accounts.
Drive Client Growth and Long-Term Partnerships
Identify opportunities to expand client relationships through additional marketing services, new channel initiatives, and strategic recommendations.
Work with agency leadership to develop growth strategies for key accounts.
Ensure that Lever continues to deliver strategic value that strengthens long-term client partnerships.
What You’ll Bring:
A strategic mindset combined with strong leadership and communication skills. You are comfortable guiding client strategy while managing internal teams responsible for execution.
5+ years of experience in digital marketing, marketing strategy, account management, and/or client services within a marketing agency or performance-focused environment.
Strong understanding of integrated digital marketing channels including paid search, paid social, programmatic media, and performance marketing strategies.
Experience managing complex client relationships and guiding marketing strategies across multiple channels.
Demonstrated ability to lead teams, mentor employees, and coordinate cross-functional work.
Strong analytical thinking and comfort interpreting marketing performance data to guide strategic decisions.
Exceptional communication and presentation skills, with the ability to explain complex marketing strategies to clients and internal stakeholders.
Highly organized and capable of managing multiple client priorities simultaneously.
Benefits Shortlist:
- Competitive salary
- 100% employer-paid medical, dental, and vision benefits
- 401(k) with employer contribution
- 13 paid holidays
- Generous vacation and personal time-off package
- Remote work flexibility
- Company donation match — you donate, we donate
- Time off for community service
ExtensisHR, one of the largest Professional Employer Organizations (PEOs) in the U.S. and the fastest growing PEO in the Northeast, is looking for talented people to join our team. If you want to contribute your talents, make a bigger impact, and be part of the hot HRO industry, we’re interested in talking to you. Come catch the PEO wave with Extensis—we’re focused on the biggest market in the most attractive region of the U.S. Together with our experienced professionals, you can help us deliver on our brand promise to simplify HR. Our portfolio includes personalized services for HR, benefit plans, payroll and taxes, employer risk, compliance, and employee management. Today, we manage over $3 billion in employment-related costs annually—and we’re growing every day.
At ExtensisHR, our Client Success Group ensures our clients’ success and builds client loyalty through strategic and personalized solutions in which allows our clients to meet and or exceed their company goals.
The Key Account Manager will be responsible for retention of our most profitable clients by ensuring client satisfaction and a high rate of client engagement. They will serve as the main point of contact within their assigned group of clients driving continued success, increased value, and client satisfaction through execution of our retention strategies and leveraging ExtensisHR’ s robust suite of products and services.
For more information about the company visit You Are:
The Key Account Manager will service their assigned clients by executing their account management strategy, tactics, and engagement calendar while delivering clear communications and gathering client feedback along the way. The Key Account Manager is responsible for monitoring the status and satisfaction of each client by focusing on mitigating known risk factors and competitive threats. They will proactively identify opportunities and solutions to support client goals and objectives while ensuring they are successfully leveraging our products and services.
To be successful in this role, it is crucial for the KAM to be open minded and objective to see all perspectives during each interaction. You must have a passion for building relationships and believe in being the difference maker within those relationships. This job is fast paced and requires someone who can balance multiple priorities and stay organized in a rapidly changing environment.
Our people are passionate about what they do, the product they sell, and the clients they serve. If you're looking for an opportunity to be a part of a work family that values collaboration, innovation, and dedication, we're the right company for you.
- Communication – KAM needs to excel at communicating via MS Teams, in person, phone, email and internally across teams
- Product Knowledge – This critical component of the job requires custom or curated solutions tailored to key accounts.
- High Business Acumen – KAMs must be comfortable engaging C-suite executives and coordinating internal operations successfully
- Resourceful Problem Solver – Proactively recognize opportunities and offer solutions before the client asks based upon connecting the dots between client interactions and our solutions stack
- Highly Likeable – Must present the ability to de-escalate client issues and become a trusted advisor which gains client confidence
- Relationship Savvy – strong intuition and the ability to establish a strong connection in a meaningful way across a variety of levels and personalities
- Results Oriented – Clear focus on achieving results for key accounts.
- Collaborator – KAMs are internal team builders that have a unique ability to create a network of SMEs to produce favorable outcomes for clients
What You'll Do:
- Critical role responsible for the retention of a segment of ExtensisHRs top clients
- Focused on building strong relationships with their assigned clients’ C-Suite and/or broker partners.
- Develop deep relationships with decision makers, users, and influencers to ensure the client’s needs and expectations are being met
- Must develop a deep understanding of our products, services, and processes to help navigate our service model
- Ability to identity gaps and areas of opportunities in which ExtensisHRs services can be a value add to assisting a client achieve their business goals and objectives.
- Increase client engagement by aligning and maximizing ExtensisHRs’ full suite of products and services (i.e. Performance Mgt, ATS, and Recruiting Services)
- Effectively and efficiently manage assigned clients’ experience during all phases of their relationship inclusive of their healthcare renewal season.
- Become an expert internal operator with an ability to resolve request and escalations effectively and efficiently the first time
- Proactively identify and implement strategies to maximize a client’s lifetime value (LTV).
AI Utilization and Literacy:
A key function of this role includes the effective use and understanding of artificial intelligence (AI) tools and technologies to enhance productivity, decision-making, and overall performance. This position is expected to maintain awareness of emerging AI applications relevant to their responsibilities, apply AI tools ethically and effectively, and continuously develop their AI proficiency.
What You Bring:
- Minimum of 10 years of successful experience managing high profile accounts and relationships
- Dynamic personality and high business acumen that will immediately resonate with our clients
- An intuitive problem solver that cannot only resolve client escalations, but identify future and potential escalations to get in front of issues before they manifest
- You must enjoy and thrive in a fast-paced environment that is quickly evolving
- The ability to have clear, candid, and professional business conversations with business leaders
- Must be extremely curious and inquisitive to uncover client issues and needs
- This person will have a competitive nature and thoroughly enjoy winning
- A servant leadership mindset focused on helping clients achieve what is most important to them
- Experience in HR, PEO, ASO, HR Software or Benefits related industries highly desirable
- Bachelor's Degree or appropriate experience
What We Offer:
Position Salary:
95k-125k
Effective 06/1/2025 NJ passed a Pay Transparency Law which requires NJ based hiring to include a compensation range on each job posting. This compensation range is presented in good faith for candidates that are hired in these roles will be presented a salary within the range stated on the job posting.
At ExtensisHR, we recognize there are many factors that influence your overall satisfaction both at work, and in your personal life. Under our You, Supported program, we provide a perfect mixture of compensation, benefits, company culture, and resources to our employees that help you reach a happier, more balanced life. Some of these offerings include:
- Competitive compensation to reward you for your hard work every day.
- Progressive Paid-Time Off Program for you to enjoy time out of the office, including time off for volunteering and life events.
- Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle available from day one.
- Student Loan Assistance Program where ExtensisHR contributes towards your student loans.
- Pretax Spending Accounts to ease taxes on health and dependent care expenses.
- Extensive professional development programs to help you get to where you want to go in your career.
- Discounts in retail and entertainment.
- A social and community outreach committee that promotes a fun inclusive culture through in-office events and networking opportunities.
- Complimentary coffee and snacks to keep you fueled and productive throughout the day.
ExtensisHR is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
**DIRECT APPLICANTS ONLY; WILL NOT RESPOND TO RECRUITING FIRMS**
Job Title: Account Manager (Client Services Lead)
Department: Business Development
Reports To: Global Vice President, BD
Environment: Drug Free Workplace
HQ Office: Houston, TX 77046
Location: Remote, requires Travels
Position Summary:
The Account Manager, also known as Client Services Lead (CSL), will primarily focus on strengthening and deepening client relationships and overall account health, ensuring clients receive value from the services provided. Account Managers will be responsible for up-selling and cross-selling of additional service lines that align to both client and Revenew objectives.
Ideal CSL Candidate Profile:
- Seasoned Account Manager with 10+ years of consultative selling at a national/enterprise level
- Current resident of the Houston area with willingness to travel (20-30%)
- A driven sales professional with consultative approach to managing complex client relationships
- Proven track record of meeting and exceeding quotas
- Preference will be given to candidates with an existing rolodex of contacts/relationships at prospective client companies
- Ideal prospective clients are those with $3B+ in annual revenue in Pharma, Automotive, Chemical, Mining, and/or Industrial Manufacturing industries
Essential Duties and Responsibilities:
Client Relationship Management:
- Act as the primary point of contact for clients
- Foster strong relationships at multiple levels within the organization
- Develop relationships with all identified buyer personas in key departments
- Ensure clients are satisfied and address any concerns or feedback
- Address operational concerns - audits taking too long, lack of communication from planner or auditor, etc.
- Address client concerns – known items, giving away issues without fair compensation, etc.
- Monitors and communicates/presents overall audit/project progress, findings, program metrics, and corrective actions to clients (quarterly, but at least annually)
- Creates and develops account delivery plans, i.e. audit/project plans (at least annually)
- Assist operations with client roadblocks (e.g. delayed kick-offs, settlements, timely response to data and system access requests)
- Conduct regular check-ins and strategic discussions to understand evolving client needs (executive summary meetings)
- Responsible for gathering data and compiling presentations for client engagement meetings (including specified portions of status calls) while also leading and guiding these discussions
- Maintain regular onsite presence at clients’ offices (i.e. quarterly visits)
- Assist Operations with escalating disputes to client sponsor when necessary
- Hosting and cultivating client relationships through high-level engagements, such as meals, charitable sponsorships, golf outings, concerts, and sporting events
Account Strategy & Growth:
- Develop strategic account plans that meet both client objectives and our revenue targets
- Work to expand scope of existing services (e.g. larger number of CC audits, expand SPR to cover international locations, etc.)
- Meet annual account growth targets established during annual planning cycles
- Identify and propose additional services that align with the client's and Revenew’s goals
- Monitor market trends to identify opportunities for growth
Contract & Financial Oversight:
- Handle contract renewals, negotiations, and pricing discussions (with client and internally)
- Ensure accounts are profitable, managing forecasted revenue
- Address any billing issues, invoicing and ensure timely payment
Other
- Facilitate regular collaboration with operations teams (PI, SPR, STR, Severance Tax, CC) to continually assess emerging opportunities and address ongoing challenges
- Responsible for status reports, executive summary materials, RFPs, presentations, etc.
- Perform CRM, marketing, social media and internal reporting duties, as assigned
- Leverage client relationship to get peer leads/referrals for the BD Hunters
Qualifications:
Education/Experience:
- Bachelor’s degree in Business Administration, Sales, or relevant field
- At least 10 years of experience as an Account Manager, Key Account Manager, Sales Account Manager, or relevant role
- Demonstrated ability to communicate, present, and influence key stakeholders at all levels of an organization, including executive and C-Level sponsors
- Strong business acumen with a consultative approach to managing complex client relationships
- Proven track record of meeting and exceeding quotas and receiving positive customer feedback
- Adept at handling multiple account management projects simultaneously, while maintaining sharp attention to detail
- Proficient with common CRM software, such as HubSpot, ZoomInfo, LI Sales Navigator etc.
Language Ability:
Dynamic personality with exceptional communication, negotiation, and presentation skills while being an active listener.
Computer Skills:
Strong working knowledge of computers, Microsoft Office Suite, and applicable CRM tools.
Traveling Demands:
Travel is required and will depend on the geographical location of assigned clients. An average of 20-40% of time may be spent traveling to visit clients to perform the above-described roles and responsibilities. Company will reimburse for business-related travels as described in Revenew’s Travel and Business Expense Guidelines.
Compensation:
Competitive base salary commensurate with experience and incentive bonus program, which is based on individual performance.
Pre-engagement requirements:
Revenew International is a Drug Free workplace. All employees and contractors are required to successfully complete background checks and drug tests as part of the pre-employment screening process and prior to starting work for the Company.
E-Verify:
Revenew participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work in the U.S., Revenew is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Company Description:
Revenew International is a professional services consulting firm specializing in five complementary services – Contract Compliance Reviews, Supplier Payment Reviews, Sales Tax Recovery, Severance Tax Consulting, and Performance Improvement engagements. Headquartered in Houston, TX, the company offers its services across North America. In its 26-year history, Revenew has successfully performed thousands of engagements throughout the U.S., generating more than two billion dollars ($2B) in revenue, cost recovery, and cost reduction benefits for our clients.
About Discovery At Home
Discovery At Home is part of the Discovery Senior Living family of companies, a recognized industry leader for performance, innovation and lifestyle customization that today, ranks among the 2 largest U.S. senior living operators. Established in 2012 with the creation of a Medicare-certified agency in Southwest Florida, Discovery At Home has grown steadily over the years, expanding its operations by starting and acquiring agencies in Tampa, Florida; Plano, Texas; Houston, Texas; and West Palm Beach, Florida. While DAH primarily serves residents living in communities managed by the Discovery Senior Living family of companies, its services extend beyond these communities. Today, the organization offers a comprehensive range of care, including Part A services, Part B services, and Private Duty services.
Discovery at Home is Medicare certified and has earned the Accreditation Commission for Health Care (ACHC) coveted accreditation.
Discovery at Home is hiring an Occupational Therapist for Home Health and Outpatient clients in our Tampa location.
In this role you will provide skilled occupational therapy services on an intermittent basis to clients in their homes in accordance with the physician's orders.
Responsibilities:
- Assists the physician in evaluating the client's level of function by applying diagnostic and prognostic procedures.
- Conducts initial and ongoing comprehensive assessments of the client’s needs, including Outcome and Assessment Information Set (OASIS) assessments.
- Evaluates the client's significant other(s), and the home situation to determine what instruction will be required and what family assistance will be available in caring for the client, as well as what other Agency and community services will be required.
- Assures that the physician's orders are appropriate and discusses necessary changes.
- Assists in development and implementation of the interdisciplinary client care plan to include Occupational Therapy in consultation with the physician.
- Guides and instructs the client in prescribed therapeutic self-care and creative activities that are directed toward improving independence and physical and mental functioning.
- Instructs client in care and use of wheelchairs, braces, splints, and prosthetic and orthotic devices.
- Teaches, supervises and counsels the family and client in the total Occupational Therapy program and other related problems of the client at home.
- Establishes goals based on the client's current level of functioning and potential for improvement and performs re-evaluations as indicated.
- Makes arrangements for outpatient services when procedures are required that cannot be given in the home.
- Evaluates the effectiveness of occupational therapy intervention and updates the client care plan as needed.
- Prepares clinical/progress notes on the day of the visit which are incorporated into the chart within 72 hours.
- Communicates with the physician on a regular basis regarding client's status, obtaining additional orders, if necessary.
- Communicates with other team members and, when appropriate, instructs them in Occupational Therapy techniques that they may use while working with the client.
- Supervises the Home Health Aide every two weeks when Occupational Therapy is the only professional discipline involved in the client's care.
- Supervises the Occupational Therapy Assistant at least once monthly.
- Participates in Agency activities, in-services, and meetings, when appropriate.
- Confirms, on a weekly basis, the scheduling of visits with the Director of Nursing in order to coordinate Agency visits.
- Participates with the staff, the client, and the physician in discharge activities and completes an Occupational Therapy Discharge Summary.
- Assumes responsibility for self development by continually striving to improve his/her health care knowledge through educational programs, attendance at workshops and conferences, active participation in professional and related organizations and individual research and reading.
- Understands and adheres to established policies and procedures of agency.
- Participates in Quality Assessment and Performance Improvement activities as assigned.
- Attends all patient care conferences as scheduled.
- Completes and submits OASIS assessments, reassessments, transfers, resumptions of care, discharges, visit notes and significant change in condition in accordance with agency defined time frames.
- Obtains a medical history, particularly as it relates to the present condition.
- Evaluates the client, the client’s significant other(s) and the home situation to determine what instruction will be required, what assistance will be available from the family in caring for the client, and what other Agency and community services will be required.
- Assures that the physician’s orders are appropriate and discusses necessary changes.
Qualifications:
- Must be a graduate of an Occupational Therapy school approved by the Council of Medical Education of the A.M.A. in collaboration with the American Occupational Therapy Association.
- A member of the American Occupational Therapy Association is preferred.
- Must be licensed or registered by the State.
- Must have at least one year of institutional experience.
- Must have at least two years of home care experience and at least one year of supervisory experience ( 2 years preferred).
Benefits:
In addition to a rewarding career and competitive salary, Discovery offers a comprehensive benefit package for full time team members.
Full-time team members are offered a comprehensive benefit package including medical, dental, vision, life and disability insurances, paid time off and paid holidays. Both full and part-time team members are eligible to participate in our outstanding 401k plan with company match our Employee Assistance Program and accident insurance policies.
EOE D/V
Find Your Purpose!Home of Hope offers flexible schedules to meet your needs, full and part time opportunities, up to $2,000 in annual bonuses, free/reduced child care, great benefits and career growth. Pay commensurate with experience.
MUST BE ABLE TO OR WILLING TO LEARN TO DRIVE A REGULAR TRUCK, PULL A TRAILER AND BACK UP A TRAILER.
JOB SUMMARY:
Develop business relationships so that employment opportunities are available for clients. Facilitate the placement and retention of clients in the vocational environment. Counsel and aid the client is obtaining and sustaining social services. Advocate on behalf of the client.
ESSENTIAL JOB FUNCTIONS:
1. Review, determine and coordinate or provide necessary services for client so that social/
Vocational integration occurs. Actions may include interviewing and evaluating services needed based on client’s profile, formulating treatment plans and goals, arranging for or personally carrying out treatment plans and assisting client in obtaining services.
2. Develop client specific jobs by matching client skill, knowledge and abilities to complementary career paths. Research and solicit employers possessing such occupations to hire clients.
3. Assist employers with training issues to ensure the client receives appropriate job knowledge and skills training. Determine, suggest and/ or arrange for adaptive devices, mentoring or other necessary instructive to complement job training or career development
4. Develop and utilize natural supports, both on and off the job, to secure vocational success. Source out, implement or facilitate a sustaining transportation system, human support/network system or other reference sources to nurture client socialization.
5. Complete all documentation necessary to support billing of services, following regulatory or HOH instructions. Documents include formulating job success plans, conducting/reviewing situational assessments, performing benefits analysis and disciplinary analysis.
6. Interpret and implement existing DRS and HOH contracts and performance requirements. Keep current with regulatory developments and trends.
7. Assist client in achieving maximum potential and self determination.
Requirements:
JOB REQUIREMENTS:
1. Education: Minimum of High School Diploma or equivalency
2. Experience: 6 months in service oriented environment ideally in a job development capacity
3. Skills: above average interpersonal, verbal and written communications; basic math; proficiency in using office equipment that includes copier, fax, calculator, and telephone system.
4. Ability: to organize tasks, record and produce accurate work; to exercise sound judgment; periodic travel to various intrastate sites (which may involve over night stay).
5. Valid driver’s license; current automotive insurance; dependable transportation; availability to operate vehicle during day/night
6. First Aid/CPR Training (Required). This will include all aspects of completion with compressions on the floor or ground.
7. Required pre-employment drug screen and subject to random, post-accident and reasonable cause drug screens.
8. Willing to work schedules based on individual client needs and overtime as required.
9. Expected to learn and follow the Individual Plan (IP) of clients.
10. Criminal Background free of encumbrances identified by the State of Oklahoma Health Department.
11. Valid driver’s license; current automotive insurance; dependable transportation.
PHYSICAL/MENTAL:
- Office or industrial environment; lifting minimum of 50 pounds;
- Comprehension and deductive reasoning;
- Responsive to visual stimuli;
- Reliable motor skills-use of hands and feet; motor coordination;
- Ability to sit, stoop, or stand for prolonged periods of time;
- Ability to understand oral and written instructions.
7. Must have good written and oral communication skills.
- Must be mentally and physically capable to perform the duties of the position.
PI6ab7270072d2-31181-39946835
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As an Assistant Branch Manager, you’ll help lead the daily operations of the branch while creating a supportive, service-driven environment for both clients and team members. You’ll play a key role in coaching, developing, and empowering teller staff, all while guiding clients toward financial solutions that help them achieve their goals. Your leadership helps ensure the branch runs smoothly, efficiently, and with care.
Leads the day-to-day operations of the branch. Supervise, train, and coach Teller staff. Support the Branch Manager in developing an on going sales performance culture. Effectively assist clients in achieving their financial goals by actively referring Bank products and services. Refer clients to other Bank specialists when applicable. Act in full management capacity in the absence of a Branch Manager.
In this role you'll
- Oversee the processing of daily financial transactions, including deposits, withdrawals, check cashing, and loan payments.
- Lead sales, operations, and client service efforts while coaching, mentoring, and developing the teller team.
- Support operational tasks and ensure they are completed accurately and on time.
- Follow and reinforce policies and procedures to minimize risk and support strong audit results.
- Engage clients in proactive financial conversations using the Banner Way process and tools.
- Present tailored recommendations that align with each client’s financial needs and goals.
- Refer clients to other business partners when additional expertise is needed.
- Answer questions, troubleshoot client account issues, and ensure prompt resolution.
- Maintain an in-depth understanding of operational processes, compliance requirements, and security standards.
- Serve as acting manager in the absence of the Branch Manager.
What we're looking for
- You have a High School Diploma or G.E.D. (Required).
- You bring 6 or more years of retail banking experience (Required).
- You have experience in a supervisory or management role leading a project, process, or team (Required).
- An equivalent combination of education and experience can be considered in lieu of a degree.
What helps you shine
- You bring extensive knowledge of retail banking products, policies, procedures, and systems.
- You’re confident navigating complex accounts and have experience with consumer and QuickStep lending.
- You excel in client service and relationship building, with strong communication skills in person, over the phone, and via email.
- You bring effective selling, cross-selling, and referral abilities to support branch growth.
- You’re skilled in problem solving, negotiation, and interpreting client financial information.
- You have experience in a financial sales-oriented role and enjoy helping clients find the right solutions.
- You can lift and move up to 25 pounds as part of the role.
Travel
- Up to 20% travel.
Our Company Values
- Do the right thing
- Mutual respect
- Teamwork
- Accountability
What Our Team Says
- "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." – Glassdoor review
Compensation & Benefits
- Targeted starting salary range (based on experience): $27 - $36
- Annual incentive potential
- Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
- Paid vacation time, sick time and 11 company paid holidays
- 401k (with up to 4% match)
- Tuition reimbursement
In this role you'll have the opportunity to:
- Oversee processing a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments.
- Responsible for acting as a leader in sales, operations, and client service. Manage the operations of the branch along with the training, mentoring, and coaching of the teller team.
- Assist with operational tasks and ensure they are completed on time. Adhere to policy and procedures to minimize risk and achieve satisfactory internal audit results.
- Assist clients by gaining an understanding of their current and future financial needs by engaging in proactive discussions using the Banner Way process and tools.
- Responsible for presenting tailored solutions that meet the client’s specific financial needs. Refer clients to other lines of business as appropriate. Answer questions and resolve technical problems on client accounts.
- Develop and maintain in-depth knowledge of all operational processes and requirements; meets compliance standards.
- Drive operational efficiency through initiating solutions and/or participating in various bank wide projects targeting such improvement.
- Responsible for complying with, and ensuring staff follows, policies, procedures, security requirements, and government regulations.
Education & Certifications
- H.S. Diploma: required (an equivalent combination of education and experience may be considered)
- NMLS registration preferred
Experience
- or more years of retail banking experience
- 0 to 2 years of experience in a supervisory/management role leading a project, process or team Required
Knowledge, Skills and Abilities
- Extensive knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services. Demonstrated knowledge of all complex accounts, and consumer and QuickStep lending.
- Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
- Possess effective selling, cross selling and referral skills.
- Possess strong mathematical, problem solving, and negotiation skills.
- Demonstrate ability to manage more complex operational issues, including the ability to provide support to other branches in the absence of the Division Operations Manager.
- Experience in a financial sales representative oriented role.
Travel
- Up to 20%
Compensation & Benefits
- Targeted starting salary range (based on experience): $51,989 - $77,984
- Incentive potential
- Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life insurance
- Paid vacation time, sick time and 11 company paid holidays
- 401k (with up to 4% match)
- Tuition reimbursement up to $5,250 annually
- Get more information at: Employee Benefits | Banner Bank
PACT RN Case Manager Help Others, Make a Difference, Save a Life.
Do you want to make a difference in people's lives every day? Or help people navigate the tough spots in their life? And do it all while working where your hard work is appreciated? You have a lot of choices in where you work…make the decision to work where you are valued! Join the McNabb Center Team as the PACT RN Case Manager today! The PACT RN Case Manager JOB PURPOSE/SUMMARY Summary of role of team : The Program for Assertive Community Treatment (PACT) is an evidence-based treatment modality designed specifically to serve those with severe and persistent mental illness.
Clients served by PACT are typically diagnosed with a thought disorder, have a history of psychiatric hospitalization, and are unable to engage with more traditional forms of outpatient care.
The goals of PACT are to assist individuals in the reduction of mental health symptoms, to function successfully in the community, to live as independently as possible and to reduce hospitalizations and/or incarcerations.
Goals are tailored to each individual's needs and may be adjusted quickly to respond to changes.
PACT interventions include ongoing assessment, case management, medication management, advocacy, group therapy and goal-oriented individual therapy services.
Crisis support is available 24 hours per day, 7 days per week.
Summary of position : The PACT RN Case Manager serves as a clinical member of a multi-disciplinary team by providing treatment and case management support to clients; Duties include: Referral, linkage, and advocacy services to promote access to resources; Side by side support in the community and during appointments to promote engagement and accurate understanding of information; Ongoing assessment of client functioning to relay information to other members of the clinical team; Crisis intervention and emergency services as needed.
Serves as a specialist for medical concerns and medication issues while administering and delivering medications to clients in both the office and community; Embraces the key values of case management: empowerment, normalization, rehabilitation, and continuity of care TYPICAL WORKING CONDITIONS/ENVIRONMENT PACT is an outpatient program, and the majority of duties are performed in the community and client homes.
Services are limited to those that reside in the Knox County catchment area.
This position does include limited time in the office for team meetings and documentation.
PACT is a fast-paced program best suited for individuals that are flexible and able to multitask while prioritizing the evolving needs and concerns of individuals served in order to promote the highest quality outcomes.
JOB DUTIES/RESPONSIBILITIES This job description is not intended to be all-inclusive; and employee will also perform other reasonably related job responsibilities as assigned by immediate supervisor and other management as required.
This organization reserves the right to revise or change job duties as the need arises.
Moreover, management reserves the right to change job descriptions, job duties, or working schedules based on their duty to accommodate individuals with disabilities.
This job description does not constitute a written or implied contract of employment.
1.
Participates as an active member of a multi-disciplinary team.
Begins and ends workday as scheduled and is accessible by phone when working in the field.
Is on time for and participates appropriately in daily treatment team and weekly treatment planning meetings.
Provides detailed written reports when excused from attending treatment meetings.
Responds appropriately to all EMR flags, emails, and voicemails within 2 working days.
Submits to Services Coordinator, or designee, proposed schedule for the following week by the stated deadline.
Schedules shall include standing appointments, other clinically appropriate appointments (medically related, DHS, Social Security, payee, housing, etc.), and unavailable blocks (break, paperwork, travel time, etc.).
Follows protocol for assigned changes in schedule.
2.
Completes documentation in compliance with CARF and SSOC standards.
Documents client contact per program standards.
Documents the administration of injections within 24 hours of service delivery.
Completes all documents including, but not limited to, 6-month treatment plans, 3-month treatment plans, assessments, and crisis plans on or before stated deadlines.
Demonstrates connection between treatment goals and documented services.
3.
Provides primary case management for an assigned group of clients including ongoing assessment, direct clinical treatment, rehabilitation and support services, and medication delivery.
Provides case management for all program participants as needed and directed by supervisory staff.
Delivers medications daily, twice per week, and weekly to identified clients according to established protocol.
Administers injections to clients as directed by the PACT Prescriber and PACT Lead RN.
Educates all clients as needed regarding medications, symptoms, coping strategies, personal growth and development, etc.
Provides side-by-side support as needed to promote client independence.
Acts as a liaison between clients and community agencies, resources, families, and natural supports to facilitate treatment.
4.
Adheres to defined productivity standards regarding client contact.
Clients on assigned caseload shall be met with a minimum of twice per week, unless this is deemed clinically inappropriate by supervisory staff.
Achieves a minimum of 150 contacts per month.
Failed attempts to engage clients for contact shall be documented.
Compensation: Starting salary for this position is approximately $32.76/hr based on relevant experience and education.
Schedule: Schedule is variable and includes a mix of 8am
- 5pm and 11am
- 8pm shifts.
Shifts include a rotation of both weekends and holidays.
Staff provide on call coverage that may include overnight contact with clients.
This position includes some flexibility to allow for coverage during staffing shortages.
Travel : Mostly limited to Knox County with the rare potential for travel to surrounding counties.
This position does require the transportation of clients in a personal vehicle.
Equipment/Technology: This position requires the use of basic technology including a cell phone and computer.
Equipment/Technical Competency : Must possess basic computer skills along with the ability to learn how to successfully navigate the electronic medical record.
QUALIFICATIONS
- PACT RN Case Manager Experience / Knowledge: At least one year of experience working with the SPMI population preferred.
Must have the ability to relate positively with and be emotionally supportive of clients with severe and persistent mental illness.
Education / License : Must have either a Bachelor's or Associate's degree in nursing.
Must have licensure as a registered nurse in the state of Tennessee.
Clinical experience preferred.
Physical/Emotional/Social
- Skills/Abilities: Must have a strong commitment to the right and ability of each person with a severe and persistent mental illness to live in and engage with the community while maintaining access to competent and appropriate support services.
Must have a demonstrated ability to abide by professional/ethical codes of conduct and to establish supportive and respectful relationships with clients.
Must be able to achieve and maintain CPR and HWC certifications.
Must maintain a valid driver's license with an F endorsement, and well as access to a personal vehicle.
Must be able to see and hear normal tones.
Frequent sitting, standing, walking, bending, stooping, and reaching.
Possible exposure to biological hazards.
Location: Knox County, Tennessee Apply today to work where we care about you as an employee and where your hard work makes a difference! Helen Ross McNabb Center is an Equal Opportunity Employer.
The Center provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment.
Helen Ross McNabb Center conducts background checks, driver's license record, degree verification, and drug screens at hire.
Employment is contingent upon clean drug screen, background check, and driving record.
Additionally, certain programs are subject to TB Screening and/or testing.
Bilingual applicants are encouraged to apply.
Compensation details: 32.76-32.76 Hourly Wage PI3356726500a1-25448-39833449