Pnc Checking Account Age Limit Jobs in Usa
16,811 positions found
Summary
The Account Manager serves as the primary point of contact for assigned customers, ensuring smooth coordination of shipments from booking through delivery. This role requires strong relationship management, operational coordination, and problem-solving skills to support customer needs while maintaining profitable and efficient transportation solutions.
The Account Manager develops and maintains strong customer relationships by understanding client needs, Trailer Bridge service capabilities, and pricing structures. This role also requires close collaboration with internal teams to coordinate logistics operations and deliver excellent customer service in a fast-paced, high-volume transportation environment.
Key Responsibilities
- Serve as the primary point of contact for assigned customers and manage accounts from order placement through delivery.
- Develop and maintain strong relationships with customers to support long-term business partnerships.
- Follow up regularly with existing customers to maintain and grow business opportunities.
- Identify and qualify new opportunities within existing accounts and assist with rate quotations.
- Manage bookings from origin to destination and coordinate shipment movement with internal logistics and operations teams.
- Coordinate equipment availability, dispatch functions, and shipment tracing.
- Provide customers with shipment updates, sailing schedules, container status, routing, and equipment availability.
- Facilitate documentation and required regulatory compliance related to shipments.
- Respond promptly and professionally to customer inquiries via phone, email, or customer portals.
- Research and resolve shipment, documentation, and billing issues in a timely manner.
- Conduct root cause analysis when problems occur and recommend solutions to prevent recurrence.
- Maintain positive working relationships with customers, vendors, and internal teams.
- Monitor and manage customer account balances and assist with resolving outstanding invoices.
- Produce and analyze reports related to bookings, sales activity, and account aging.
- Ensure pricing structures support profitability while meeting customer expectations.
- Assist in developing and maintaining a strong, creditworthy customer base.
- Identify opportunities to improve operational efficiency and cost savings for both customers and Trailer Bridge.
- Participate in the Account Manager Development Program (9 Block Growth Plan) to support professional growth.
Qualifications
- Bilingual (English & Spanish)- Preferred
- 2–3 years of experience in transportation, logistics, account management, sales, or a related field preferred
- Bachelor’s degree preferred, or equivalent relevant work experience
- Strong customer service and relationship management experience
- Strong communication and customer service skills
- Ability to manage multiple priorities in a fast-paced environment
- Microsoft Excel and Outlook proficiency
A few Benefits we currently offer:
- Medical, Dental & Vison Coverage
- Mental Health Coverage
- 401k, Life Insurance, Short- & Long-Term Disability Insurance
- Health Savings Account & Flexible Spending Account
- Generous PTO Plan & Paid Holidays
- Class Pass Credits
- Opportunity for internal career advancement
- Mentorship & Leadership Development Programs
EEO/AA Institution. Protected veterans and individuals with disabilities encouraged to apply
We are changing FINANCE to finance CHANGE!
At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future.
With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them.
Join the Movement
We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go-getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do.
If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place.
Thrive at Climate First Bank
At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance.
Compensation - In addition
to the base salary, this position may be eligible for an annual bonus,
incentives and equity. To determine the specific salary offered for this role,
we consider industry salary ranges, existing salary structures for this job
family, background, skill and experience. The total compensation package will
be determined based on factors such as position level, experience and other
job-related factors.
Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine.
Financial Wellness & Wealth Building - we invest in your future withour 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options.
Exclusive Employee Banking Perks - take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product.
Generous Paid Time Off - rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering.
Protection & Peace of Mind - we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP)with free counseling, legal, and financial services.
What to expect from the hiring process:
* Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty.
* We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process.
* You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue!
* We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time.
* As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat.
Equal Opportunity Statement:
At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
E-Verify Statement:
This employer 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, this employer 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.
Accounting Specialist
Renewal by Andersen - Hayward, CA
Renewal by Andersen is the custom division of Andersen Windows. Founded in 1903, Andersen Windows has been the world’s largest and most recognized brand for exclusive window and door systems. Renewal by Andersen was founded with the objective of creating a different and better window and door replacement experience for homeowners.
Renewal by Andersen is looking for an Accounting Specialist to join our growing Finance/Accounting team in Hayward, CA. In this role you will be responsible for Accounts Receivable and Accounts Payable tasks. Reporting to the Accounting Manager, you will also provide general support to the accounting team and to the business operations. A successful candidate thrives in a team environment, while being a resourceful, independent, self-starter who can work effectively with minimal direction.
Primary Responsibilities:
AR
· Collaborate with the finance team and project coordinators to assist customers with payments and collections.
· Provide timely support to customers regarding billing discrepancies, contacting them daily via calls, emails, or mail for collections and past-due accounts.
· Perform various account receivable functions, including collections support, secondary financing, cash applications, and bank deposits.
· Record customer payments accurately in rForce/Salesforce, Microsoft Dynamics, including PNC credit cards, checks, financing, and cash.
· Respond to customer requests for invoice copies, statements, and tax letters.
· Serve as backup support for team members as needed.
· Audit customer responses and ensure proper resolution and closure.
· Perform other accounting and operational duties as assigned.
AP
· Conduct three-way matching for vendor purchase postings to ensure accuracy.
· Assist with credit card reconciliations on a weekly and monthly basis.
· Log permit and other checks in Microsoft Dynamics and CashPro as required by permitting and operations department.
· Coordinate new vendor onboarding, including obtaining approvals and following up on W-9 setup.
· Process customer-related payables (CSAs) accurately and timely.
· Collecting invoices from multiple sources, including mail, vendors, and branches.
· Assigning, code, and process invoices daily in Microsoft Dynamics, identifying and resolving any issues or discrepancies.
· Maintain accurate and up-to-date vendor files and records.
· Provide backup support for team members when needed.
· Other accounting responsibilities as assigned.
Qualifications:
-3+ years AR/AP experience
-2+ years QuickBooks Experience (preferred)
-2+ years Microsoft Dynamics
-Salesforce experience (preferred)
-Strong ability to communicate, prioritize, and to demonstrate attention to detail
-Previous construction industry a plus, but not required
Compensation and Benefits package:
- $30-32 an hour
- Full insurance package, including medical, dental, vision, and life
- 401(K) with company match
- Student Loan Repayment Program and Student Tuition Reimbursement
- Employee perks program
- PTO, paid holidays, and floating holidays!
Schedule
- Onsite in our Hayward office
- Monday-Friday, 8:00am-5:00pm
DISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties and qualifications required of employees assigned to this job.
We are seeking an experienced and highly motivated individual to join our growing team.
The candidate will be responsible for providing financial, administrative and clerical services in order to ensure effective, efficient and accurate financial and administrative operations.
In this role you must comply with established policies and procedures.
Job Responsibilities As an Accounts Receivable Clerk, you will be responsible for providing financial, administrative and clerical services.
This includes processing and monitoring payments, expenditures as well as preparing and monitoring the payroll system.
The Accounts Receivable Clerk will be providing these services in an effective and efficient manner, you will ensure that municipal finances are accurate and up to date, that staff is paid in a timely and appropriate manner and that vendors and suppliers are paid within established time limits.
This is a more detailed look at the 4 main types of duties the Accounts Receivable Clerk will be doing: Performing the day to day processing of financial transactions to ensure that municipal finances are maintained in an effective, up to date and accurate manner Receiving and verifying invoices and requisitions for goods and services Verifying that transactions comply with financial policies and procedures Preparing, verifying and processing invoices and coding payment documents Preparing batches of invoices for data entry Data entering invoices for payment Processing backup reports after data entry Managing the weekly check run Recording all checks Preparing manual checks when required Maintaining listing of accounts receivable and payable Maintaining the general ledger and updated vendor files and file numbers Printing and distributing monthly financial reports Completing payroll functions in order to ensure that staff are paid in an accurate and timely manner Establishing and maintaining confidential casual employee file Processing TD1 forms Calculate salaries and benefits Verifying pay amounts, hours of work, deductions, etc Verifying coding and obtaining signatures Batching pay sheets for data entry Data entering payroll information Longing in and distributing pay checks Preparing and remitting source deductions and payroll tax Providing administrative support in order to ensure effective and efficient office operations Maintaining inventory files Monitoring and ordering office supplies Preparing purchase orders Preparing travel and accommodation warrants and travel advances for staff Reviewing and verifying travel claims Maintaining a filing system for all financial documents Ensuring the confidentiality and security of all financial and employee files Providing receptionist services Greeting and assisting visitors Answering phones Directing calls and responding to inquiries Collecting money and providing receipts Performing other related duties as required Job Requirements As an Accounts Receivable Clerk, you must possess knowledge of office administration and book keeping procedures, accounts payable/receivable, maintaining general ledgers, and payroll functions and procedures.
The Accounts Receivable Accounting Clerk must also have the ability to maintain a high level of accuracy in preparing and entering financial and payroll information confidentiality concerning financial and employee files.
Other requirements for the Accounts Receivable Clerk include: Minimum of 3 years’ experience in accounts payable/receivable Excellent interpersonal skills Team building skills Bookkeeping skills Analytical and problem solving skills Decision making skills Effective verbal and listening communications skills Attention to detail and high level of accuracy Very effective organizational skills and written communication skills Computer skills including the ability to operate computerized accounting programs and the MS Office Suite of products (Word, Excel, etc) and email at a highly proficient level Stress management and time management skills A degree is preferred but not required
We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else.
We Live Mutual.
The Opportunity This position is required to provide subject matter expertise for BlackRock Aladdin Accounting Platform and related applications.
Recognized as subject matter expert in business analysis field.
Has responsibility for instructing, directing, and checking the work of other Business Analysts.
Formulate and define business and/or systems scope and objectives based on both user needs and a thorough understanding of industry requirements.
Devise or modify procedures to solve highly complex problems considering limitations, operating time, and form of desired results.
Provide analysis of business and user needs, documentation of requirements, and translation into proper business and/or system requirements.
Consider the business implications of the application of technology to the current and future business environment.
Act as a team leader for complex projects.
The Team You will be joining MassMutual’s Investment Management Technology team.
Our mission is to build reliable automation solutions for the Investment Operations business team.
You will be part of a team that is technical, highly motivated and excels at working in a fast paced and always evolving environment with agility and resilience.
The Impact: The Business Systems Analyst is responsible for the analysis, design, and testing of complex applications and system integration processes supporting MassMutual’s Investment Management Unit.
This role supports strategic investment initiatives within these areas and ensures recommended solutions are aligned with business and MassMutual IT strategies while adhering to relevant technology standards.
This role leverages problem solving and analytical skills to design technical solutions related to data management and system integration challenges and contributes to troubleshooting efforts across multiple functional areas including General Investment Accounts, Separate Investment Accounts, Securities & various technology platforms supporting Investments.
This is a critical role in maintaining the cohesion between the business stakeholders and the technology delivery teams.
It requires a deep and broad technology background conducive to that found in a “master application developer” but this is not a development position but will participate and guide technology decisions and best practices.
It also requires a strong work ethic, the ability to work independently or in collaboration, exceptional communication skills, and knowledge of, or the aptitude to learn the investment management data domain.
Perform analysis of business process, procedures, data and rules Experience with data-centric architectures, multi-dimensional time series, and techniques to guarantee robust data integrity Demonstrated ability to identify and understand critical business features that drive value, and translate those into solid technical solutions Excellent written and oral communication skills, ability to effectively and confidently interact with business and technical personnel, at all levels in the organization Proven technical leadership and mentoring skills Strong knowledge of the investment accounting across multiple asset classes, public and private, including derivatives Candidates must combine an attention to detail with the ability to see the big picture Demonstrated ability to communicate effectively using verbal and written methods to all levels of an organization Proficient with standard documentation tools (Lucid Chart, Excel, Word) Capable of applying knowledge to handle all but the most complex problems independently Drives continuous improvement and efficiencies beyond own scope of responsibility The Minimum Qualifications Bachelor’s degree 8 years of experience with designing and implementing complex solutions 5 years of investment data experience with an understanding of systems and data management.
3 years of experience with BlackRock Aladdin ABOR/IBOR 5 years of experience with investment management systems (from front office to middle office, to back office) 5 years of data analysis experience working with large data sets and multiple sources of data.
The Ideal Qualifications Technical Skills Expert user of excel and proficient with SQL/Oracle query tools Experience with platforms like BlackRock Aladdin OMS is highly preferred Experiene with BalckRock Aladdin ABOR implementaion is preferred Ability to apply technical and business knowledge across multiple business functions Ability to work in close collaboration with project/program managers, architects, developers, and testers to optimize the quality of the developed product Skilled in interacting between internal business partners, internal IT teams, and offshore partners Ability to effectively estimate time to complete design and development tasks Influence design & architecture inclusive of technical (non-functional) requirements Ability to communicate clearly and to simplify complex topics for a wide range of audiences (both written and verbal) Ability to work through complex issues, identify themes, and develop solutions, in time-critical situations.
Ability to develop a strong understanding of business processes and functional requirements and skill to be able to translate business requirements into succinct functional / technical specifications, experience writing ETL requirements, and providing close oversight of specifications Ability to quickly learn new technologies and platforms Ability to adhere to project schedules and meet deadlines in the execution of job responsibilities Soft Skills Self-managed and motivated individual with strong leadership skills.
Excellent written, oral and presentation skills.
Works with minimal oversight and proactively communicates status and risks to project leadership.
Ability to work well in a team environment.
LI-RK1 MassMutual is an equal employment opportunity employer.
We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Accounts Receivable Associate - Excelligence Learning Corporation
On-site | Monterey, CA | Monday-Friday, 6:00 AM - 2:30 PM PST
Are you detail-oriented, customer-focused, and ready to grow your career in accounting? Excelligence Learning Corporation-a national leader in educational products and solutions-is seeking an Accounts Receivable Associate to join our Accounting team in beautiful Monterey, CA.
This role plays a key part in ensuring our customers, schools, and partners experience smooth and accurate billing, while supporting the financial health of our company. If you thrive in a fast-paced, team-oriented environment and enjoy solving problems with professionalism and a touch of good humor, we'd love to hear from you!
What You'll Do
- Verify and process billing information with accuracy.
- Release and monitor orders in the JDA system to keep customer transactions moving smoothly.
- Provide exceptional customer service by handling calls, emails, and account inquiries (payments, balances, credits, etc.).
- Communicate with customers about payment issues, credit card declines, and address updates.
- Process credit memos, refund checks, purchase order vouchers, W-9 vendor applications, and tax-exempt certificates.
- Support internal teams by handling requests from Customer Service and Sales.
- Review and resolve account issues, including credit limits and outstanding balances.
What We're Looking For
- Education/Experience: High school diploma (or GED) plus 2+ years of accounts receivable or billing experience (or equivalent).
- Strong organizational and multitasking skills-you can juggle deadlines and stay accurate.
- Exceptional written and verbal communication skills.
- Proficiency with office software and tools (including 10-Key, typing 30-35 wpm, and willingness to learn new systems).
- Team-oriented with a positive, adaptable mindset and problem-solving skills.
Why Join Excelligence?
At Excelligence, you'll be part of a company making a difference in early childhood education while enjoying:
- Competitive salary + benefits
- Medical, dental, vision, and life insurance
- 401(k) with company match
- Paid time off + 12 paid holidays
- Parental leave and employee assistance programs
- Educational assistance to support your growth
- A supportive, collaborative work culture where your contributions matter
Excelligence is an Equal Employment Opportunity (EEO) Employer. We are committed to providing equal employment opportunities to all employees, employment applicants and other covered persons without regard to unlawful considerations of race, color, religion or creed, gender, sex, pregnancy, gender identity or expression, sexual orientation, marital status, national origin or ancestry, ethnicity, citizenship status, genetic information, military or veteran status, age, physical or mental disability, or any other classification protected by applicable local, state, or federal laws.
Cleaver Brooks is looking for a Strategic Account Manager to join our team. The Strategic Account Manager has responsibility for assessing, developing, managing, maintaining and growing business within major account customers that are in alignment with corporate growth and business development initiatives of Cleaver-Brooks.
Any salary estimation specified in this job board may or may not be aligned with our organization's pay philosophy. Apply to connect with a Talent Acquisition Partner who can provide you more details!
Job Location: Thomasville, GA (Open to other Cleaver Brooks locations or remote)
The Strategic Account group is part of the Account Management Department which is responsible for managing and coordinating the sales efforts of Cleaver-Brooks three business units and the Sales Representative Organization. The three business units are (1) Packaged Boiler Systems, (2) Engineered Boiler Systems, (3) Asset Lifecycle Management. Responsibilities of the account management department include managing the sales activities of the representative sales force and assisting the business units with sales support. Furthermore, assistance is required to support the global sales and service organizations as they promote and sell the full breadth of product offering from Cleaver-Brooks.
Essential functions:
- Manage the Strategic Account program and serve as the primary point of contact with targeted companies in select vertical markets.
- Develop and manage standard operating processes around strategies and business plan development, analysis, and implementation for the targeted accounts
- Possess a thorough understanding of multilevel sales process of large capital equipment intensive corporations while also managing the relationships of accounts in conjunction with an independent representative organization.
- Experience with sales agreements and equipment contract language is essential.
- Initiate, manage and supervise business development initiatives for the strategic account program and regularly report on account status, metrics and key performance indicators.
- Create, manage, maintain and deliver periodic reports highlighting Strategic Account program performance. Additionally, develop strategies and business plans for annual growth.
- Maintain Salesforce CRM records and prepare account reviews, pipeline reports, and activity plans
- Collaborate across internal businesses to ensure the accounts are supported cross functionally.
- Possess excellent organization and communication skills both written and oral.
- Effectively interact with a number of outside companies including sales and service representatives, customers, end-users, business associations and professional organizations
- Stay current with changes and advances in technology as well as changes within the Corporation. Utilize this knowledge to recommend improvement in systems and procedures.
- Proactively take action to achieve the department goals
Basic Requirements:
- Bachelor's degree (BA or BS) from four-year College or University in related field, preferably in Engineering, Marketing, Business or Finance.
- MBA preferred
Experience:
- 5+ years of experience showing advancement, business development and sales growth including sales and marketing support services
- Preferred experience with capital equipment Sales Management with large national/global accounts.
Other Requirements:
- Other duties as assigned by the Vice President of Account Management
- An entrepreneurial aptitude with an ability to thrive in a fast-paced, creative, performance-driven environment that is focused on stretch goals and tied to metrics.
- Enforce appropriate standards, processes, and documentation required to successfully support a Strategic Account program on an ongoing basis.
- Proven ability to quickly learn new applications, processes, and procedures
- Must be able and willing to collaborate in a team/cooperative environment as well as exercise independent judgment and initiative
- Ability to set and change priorities amongst multiple competing constituencies and project ambiguities. Must possess a 'can do attitude'.
- Ability to be a self starter, take initiative, and perform quality work with minimal supervision
- 60+% travel within North America to support the sales programs will be required.
- Managing and Planning Marketing Events/Meetings targeting business development with new and existing accounts.
- Experience and a successful record in a role of developing and working with large Key Accounts, Sales Account Management and New Business Development or similar roles.
- Prefer candidates who are highly resourceful, possess an intellectual curiosity, a desire to investigate, and will take initiative to explore available sources of information to acquire the necessary data.
Benefits of Being a Cleaver-Brooks Employee:
- Competitive salary
- Comprehensive benefits, including medical, dental, vision, maternity support program, discounted virtual physician visits, voluntary medical benefits (Critical Illness, Hospital Care, and Accidental Injury), FSA, HSA, life insurance, short term and long-term disability
- Cash matching 401(k) plan
- Employee assistance program (EAP)
- Pet insurance
- Employee discount program
- Tuition assistance
- Paid time off and 11 paid holidays
Who is Cleaver-Brooks:
Cleaver-Brooks is the market leader in providing fully integrated boiler and burner systems. We lead the boiler/burner industry due to our unmatched distribution network's ability to deliver the knowledge, service, training, and support that are essential to long-term performance. Our customers will tell you that we are the only equipment provider that manufactures boilers, burners, controls, and a full array of ancillary and aftermarket products. They will also mention that our unique single-source capability means that we can deliver fully integrated boiler room solutions that reduce overall costs and optimize space. It is our focus on products that deliver the most efficient, reliable, safe, and environmentally sustainable solutions that differentiate us in the marketplace. Cleaver-Brooks continues a 90+ year legacy of providing the customers we serve with extraordinary products designed to deliver unsurpassed performance through the power of commitment.
This description indicates the general nature of the tasks and responsibilities required of positions given this classification. It is not intended as a complete list of specific duties and responsibilities. Nor is it intended to limit or modify the right of management to assign, direct, and control the specific duties of individuals performing this function. The Company reserves the right to change, modify, amend, add to or delete from any section of this document as it deems, in its judgement, to be proper.
By applying for this job and providing your mobile number, you consent to receive an initial text message from a Cleaver Brooks Talent Team member. You will have the option to opt out upon receiving the message. Messages may include updates on your application, scheduling initial screenings or interviews, and similar communications. Standard message and data rates may apply, and message frequency may vary.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Guidebook is a simple yet powerful event management software that lets you promote your event, manage registration and create an app in four easy steps with no technical skills required.
Thousands of organizations across the globe use Guidebook to create mobile applications for events, university campus open houses, venue guides, onboarding for associations, corporate training, and so much more. These apps help people stay organized, connect with their peers, and access more information - but it doesn't stop there.
Our mission is to support the people who bring people together - event organizers. Events have never felt more important in building connections and helping shape and change minds in today's fractured world. We are a driven team on a mission to elevate event experiences for everyone - and believe we can accomplish that while highly valuing balance, togetherness, and fun!
ABOUT THE JOB:
The Guidebook team is seeking a proven self-starting individual to join as an Account Manager to drive upsell/growth and net retention within our customer base and to take ownership of a high-potential book of business.
This individual will work with a broad spectrum of strategic accounts, from corporate/small-to-medium businesses (SMBs) to higher education. This is a sales role focused on our existing clients. You will identify untapped revenue potential, navigate complex organizations to find new decision-makers, and aggressively drive upsell and cross-sell opportunities. You'll also ensure a seamless renewal process by effectively managing a portfolio of customers to limit dollar for dollar and logo churn.
This position requires the ability to sell the value of Guidebook, foster meaningful relationships with customers, spot and pursue upsell opportunities, generate account growth through outbound prospecting, and negotiate. The right person for the role will take great satisfaction in seeing accounts use Guidebook successfully and grow their usage, and use their voice to contribute directly to the company's success. In addition, the ideal candidate possesses both a hunger and an acumen for strategic problem solving with clients.
WITHIN 3 MONTHS, YOU'LL:
* Own the renewals and upsell process for a portfolio of customers in collaboration with the Customer Success and Sales teams.
* Learn innovative ways to leverage the Guidebook platform to solve an array of important business issues for customers.
* Close renewal business on a quarterly basis and develop and close new add-on sales, while meeting and exceeding your quota.
* Analyze usage metrics to understand how the customer is using Guidebook, including evaluating product adoption.
WITHIN 6 MONTHS, YOU'LL:
* Drive your book of business to 100%+ NRR through proactive renewals and strategic expansion.
* Develop a foolproof, and easily shared success plan to ensure organizational adoption and expansion of our product.
* Build a pipeline of 3x your quarterly upsell quota by auditing your assigned book of business and identifying accounts with untapped potential.
* Begin working directly with your teammates to assess key team needs and work with your manager to bring those needs to life.
* Plan quarterly business reviews with clients to leverage Guidebook for broader business needs.
* Explore outbound techniques that increase Guidebook's impact across existing institutions - including email, calls, and event attendance.
WITHIN 12 MONTHS, YOU'LL:
* Refine your priorities to focus energy towards the accounts with the highest growth potential - we want you to run your portfolio like your own business, because as a shareholder, it is!
* Demonstrate a track record of expanding Average Contract Value (ACV) by 20% across your territory.
* Identify and implement process improvements to scale the role.
* Work to make the rest of your team better because they should be making you better too!
OTHER CHARACTERISTICS OF THE IDEAL CANDIDATE:
* Impeccable time management and multi-tasking skills.
* Strong communication skills and attention to detail, and ability to manage time to deploy a wide range of projects.
* Relentless prospector. You don't wait for renewals to talk to clients; you are constantly mapping the organization to find other departments that need Guidebook.
* Demonstrated problem-solving capability and desire to constantly improve our system.
* Confidence to host discovery, demos, goal shaping, and growth calls with customers.
* Actively pick up the phone to build relationships with clients, chase down signatures, and look for new opportunities.
* You are willing to try new things - with the ability to review what worked and did not work, and make changes and adjustments accordingly.
* Coachable, with a genuine curiosity about learning new things and staying ahead of market and industry trends.
* You have grit and the drive to be successful. We are a startup and need people who will take ownership to be successful in the role.
* You are a team player. Everyone needs to pull for each other, challenge each other, share best practices, and take on team projects to make the entire organization better.
* Ability to go to trade shows 2-3 times per year.
PERKS:
* 100% paid benefits: medical, dental, and vision.
* Short term and long term disability.
* Unlimited vacation time.
* 401k program with matching benefit.
* Stock options.
* Awesome company culture and fun virtual hangouts.
* MacBook and accessories to make you comfortable working from home.
* Awesome annual company retreats.
EQUAL OPPORTUNITY EMPLOYER:
At Guidebook, we're committed to cultivating an inclusive work environment for everyone - and we know that's best achieved, in part, with a diverse workforce. We're working on increasing diversity across the company. If you're looking to join a team that is smart, highly motivated, and also values work/life balance, we can't wait to hear how you can add to our growing culture!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. If you want to help our team do amazing things, then we want to hear from you! Please send us a cover letter and resume.
COMPENSATION:
The annual OTE (on-target earnings) range for this role, depending on relevant experience, is $65,000-85,000 (this includes a base salary and an annual variable paid quarterly).
The Medical Surgical Portfolio strives to enable earlier diagnosis, better treatment, faster complication-free recovery, and enhanced patient outcomes through less invasive surgical solutions.
This position is an exciting and new opportunity to work with Medtronic's Patient Monitoring, Respiratory Interventions and/or Medical Care Management Systems businesses. Currently a part of Medtronic, these businesses are being transitioned either into a new stand-alone company (currently referred to as NewCo) or will be merged into the business of another company. While you will start your employment with Medtronic, upon establishment of NewCo or upon the transition of the business unit to another company, in approximately 12-15 months (if we can designate timing; this was in the public announcement) your employment will transfer to one of these entities and you will no longer be employed by Medtronic.
The business will have the same singular focus, financial commitment, deep domain expertise, and global footprint needed to accelerate the development and commercialization of affordable and scalable healthcare technologies.
As an Executive Account Representative with our Patient Monitoring (PM) Operating Unit (OU), you will promote the PM product portfolio that consists of industry leading respiratory and operating room monitoring devices. As a goal-driven Executive Account Rep, you are the primary person responsible for driving revenue generating sales to key hospital personnel and the end customer. Your primary responsibilities include accurately forecasting your business, owning customer relationships, understanding and targeting customer product needs, contracting, and developing and executing the sales strategy around those opportunities.
Bring your sales talents to a leader in medical technology and healthcare solutions. Rooted in our long history of mission-driven innovation, our medical technologies open doors. We support your growth with the training, mentorship, and guidance you need to own your future success. Join us for a career in sales that changes lives.
A Day in the Life- Responsible for driving capital and consumable product portfolio sales that addresses PM portfolio
- Drives opportunity identification and sales activities at IDN level and high opportunity hospitals across PM
- Identifies competitive conversion opportunities
- Lead territory opportunity development and activities that translate to accurate monthly, quarterly, and annual projections. The Executive Account Rep will maintain sole ownership of providing accurate forecasts to their Regional Business Manager each reporting period for their territory
- Identify, qualify, prepare, and execute effective sales strategies that maintain the existing base of business and support the close of competitive and revenue growth opportunities
- Probe, develop, and close all related product sales inquiries/leads with existing customers within assigned geographic territory
- Coordinate and collaborate with regionally aligned field sales team to drive incremental PM revenue and achieve target sales goals
- Develop, negotiate, close, and manage profitable agreements
- Effectively utilize and update sales tools to accurately address trends in existing base of business, create call strategies, and to manage territory and strategic business plans
- Effectively deliver strategic messaging in a variety of settings, including trade shows, presentations, and board meetings
- Provide product feature and benefit application consultation, drive value messaging, as well as clinical support
- Lead the local team in the coordination and support of clinical evaluations and pre-sales support
- Conduct post-sales activities, including implementation, product education, in-servicing, and ongoing support
- Maintain and build customer relationships to understand, align, and support customer initiatives
- Maintain detailed level of knowledge of related products and applications
- Maintain a comprehensive understanding of related programs and value-added offerings
- Utilize Account Rep and Clinical resources in an efficient and cost-effective manner to optimize sales process
- Inform Regional Business Manager and local area team members of new account opportunities
- Complete all assigned projects and administrative duties in a timely manner
- Consistently maintain all Vendor Credentialing requirements
Diversity & Inclusion
We seek out and hire a diverse workforce at every level: We need fresh ideas and inclusive insights to continue to be an innovative industry leader - that's why we make it a point to seek out, attract and develop employees who are patient-centric, passionate, and who represent the same wide variety of life experiences as our patients. To learn more about Inclusion & Diversity at Medtronic Click Here
Must Have: Minimum Requirements
- Bachelors degree required
- 3+ years of field sales experience
Nice to Have
- Documented sales success (achievement to quota) in medical capital equipment and/or consumables
- Experience selling across multiple departments within the acute care hospital.
- Prior experience selling at the IDN executive level
- Able to quickly compile contracts with supporting financial business case
- Proven ability to succeed in complex sales and clinical environments
- Contracting experience
- Strong computer expertise and business application
- Thorough understanding of the sales process
- Understanding of the medical sales arena
- Strong verbal and written communication; exceptional client interaction skills
About Medtronic
Together, we can change healthcare worldwide. At Medtronic, we push the limits of what technology, therapies and services can do to help alleviate pain, restore health and extend life. We challenge ourselves and each other to make tomorrow better than yesterday. It is what makes this an exciting and rewarding place to be.
We want to accelerate and advance our ability to create meaningful innovations - but we will only succeed with the right people on our team. Let's work together to address universal healthcare needs and improve patients' lives. Help us shape the future.
Physical Job Requirements
The physical demands described within the Responsibilities section of this job description are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. For Office Roles: While performing the duties of this job, the employee is regularly required to be independently mobile. The employee is also required to interact with a computer, and communicate with peers and co-workers. Contact your manager or local HR to understand the Work Conditions and Physical requirements that may be specific to each role. (ADA-United States of America)
About Us
The origins of Keyes Coverage go all the way back to the late 1950’s, when it operated in New York. Keyes Coverage in South Florida was established in 1975 by the Keyes family. Since then, the agency has grown into one of the leading insurance agencies in South Florida. The agency specializes in three main areas of practice including Property & Casualty Lines Insurance, Personal Lines Insurance, and Employee Benefits Insurance.
Senior Commercial Lines Account Executive
Job Summary:
The Senior Commercial Lines Account Executive is responsible for initiating client relationships, supporting producers by assisting with new business and providing excellent client service.
- Maintaining a high level of client service and satisfaction
- Marketing & placement of renewal accounts as appropriate
- Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
Responsibilities:
- Provide technical support and expertise for commercial property and casualty insurance accounts, assisting in account management and servicing.
- Collaborate with producers to develop insurance quotes, explain complex coverage matters, and support proposal presentations to clients.
- Communicate effectively with clients, prospects, carrier representatives, and internal teams through various channels (email, phone, in-person, etc.) to ensure timely and accurate exchange of information that supports successful sales outcomes.
- Prepare and compile comprehensive client submissions for insurance carriers, including detailed Construction, Occupancy, Protection, and Exposure (COPE) data, Loss Runs, Surveys, and Claims Analyses.
- Create and maintain accurate insurance applications and submission documents for carrier review.
- Negotiate optimal terms and conditions with carriers to secure the best possible outcomes for clients.
- Collaborate with producers in developing and presenting client proposals.
- Accurately document key conversations with clients and carriers regarding exposures, coverages, and recommendations.
- Maintain thorough and organized notes on client and producer interactions, in compliance with documentation standards, including details of inquiries, issues, feedback, and follow-up actions.
- Perform additional duties as assigned.
Basic Requirements:
- Active Florida 2-20 General Lines License (Property & Casualty) required.
- Minimum of 3 years of experience working in the South Florida Commercial Lines insurance market.
- Thorough knowledge of brokerage operations and procedures, commercial lines rating, and applicable insurance laws/codes.
- Experience using agency management systems, with a preference for Vertafore AMS360 and ImageRight.
- Proficient in Microsoft Office Suite, document management tools, and carrier proprietary systems.
- Excellent verbal and written communication skills, along with strong organizational and time management abilities.
- Highly self-motivated and capable of working independently with minimal supervision.
- Demonstrates exceptional attention to detail and accuracy in all work.
- Committed to maintaining confidentiality of financial, employee, and client information.
Preferred Requirements:
- Completion of CISR or ACSR designation; currently enrolled in INS and/or API programs favorable.
- Familiarity with risk assessment and risk management techniques.
- Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agency.
Hours: Monday-Friday, 8:30am-5:00pm (Hybrid Work Options Available)
Office Location: 5900 Hiatus Road, Tamarac, FL 33321
Benefits:
- Competitive Salary
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
