Proactive Skills Example Jobs in Usa

About the Role

Copper Compression is seeking a Supply & Demand Planner to own end-to-end inventory planning, purchasing, and replenishment across all sales channels. This role is the operational backbone of our business—responsible for ensuring the right product is in the right place at the right time across Amazon, Walmart, CVS, and other Food, Drug, and Mass channels, as well as our DTC channel.

This is a high-trust, high-autonomy position. You will work directly with the President, VP of Digital Commerce, VP of Wholesale Sales, and our Controller. We’re looking for someone who is proactive, detail-oriented, consistent, collaborative, and takes pride in getting things right before being asked.

Key Responsibilities

Demand Planning & Forecasting

• Build, maintain, and continuously refine demand forecasts by SKU across all channels, incorporating historical sales data, promotional calendars, seasonal trends, and retailer-specific inputs.

• Develop channel-specific demand plans for Amazon (US FBA), Walmart (replenishment), CVS, Menards, off-price (TJX/Marshalls), Wegmans, Harris Teeter, and Publix.

• Partner with Sales and Marketing to integrate new product launches, promotional events, and retailer commitments into the demand plan.

• Proactively flag demand signals, risks, and variances—surface issues before they become problems.

Supply Planning & Purchasing

• Manage purchase orders and replenishment timelines across domestic and international suppliers.

• Maintain and optimize reorder points, safety stock levels, and lead time assumptions by SKU and channel.

• Coordinate inbound shipments to Amazon FBA warehouses, 3PL partners, and retailer distribution centers.

• Track open POs, shipment statuses, and landed cost inputs; escalate delays or issues immediately.

Amazon FBA & Marketplace Operations

• Own Amazon FBA inventory health: manage inbound shipping plans, monitor IPI scores, track stranded inventory, and ensure replenishment cadence meets velocity.

• Navigate Amazon’s restock limits, storage fees, and policy changes (e.g., barcode/commingling requirements, MCF shipments).

• Work closely with the VP of Digital Commerce on FBA operational execution and troubleshooting.

Multi-Channel Inventory Management

• Maintain a consolidated inventory position across all channels and warehouse locations.

• Allocate inventory strategically based on channel priority, margin profile, and retailer fill-rate requirements.

• Manage retailer-specific replenishment programs (EDI, vendor portals, manual PO workflows).

• Produce weekly inventory and sales reporting by channel—delivered consistently, on time, without being asked.

Reporting & Cross-Functional Collaboration

• Deliver daily/weekly sales and inventory reports to leadership, organized by channel and product category.

• Provide clear, structured data to Finance for cost analysis, margin tracking, and cash flow planning.

• Collaborate with Product on new item setup, packaging timelines, and initial inventory builds.

• Serve as the connective tissue between Sales, Finance, Product, and Operations—ensuring everyone is working from the same numbers.

Required Qualifications

• 5+ years in supply/demand planning, inventory management, or purchasing for a multi-channel consumer products business.

• Deep Amazon FBA expertise: hands-on experience with FBA inbound workflows, restock limits, IPI management, shipment plans, and Seller Central operations.

• Multi-channel retail experience: proven track record managing inventory and replenishment for national retailers (grocery, mass, drug, off-price).

• ERP proficiency: experience working in an ERP system (Fulfil, NetSuite, SAP, or similar) for purchasing, inventory, and order management.

• Advanced Excel/Google Sheets: pivot tables, VLOOKUP/INDEX-MATCH, data modeling, and scenario analysis are second nature.

• Strong analytical mindset: comfortable pulling data, identifying trends, and translating insights into action.

• Excellent communication: ability to work across departments and communicate clearly with leadership, sales, and external partners.

What Sets You Apart

Beyond the technical requirements, we place enormous value on intangibles. The right candidate will bring:

• Ownership mentality — You don’t wait to be told. You see what needs to happen and you handle it.

• Consistency — Your work product is reliable, thorough, and delivered on time, every time.

• Proactive reporting — Reports land in inboxes before anyone has to ask. You anticipate what leadership needs.

• Collaborative demeanor — You work well across departments, handle feedback gracefully, and make the people around you more effective.

• Calm under pressure — Retail timelines are unforgiving. You stay composed, prioritize clearly, and execute.

• Attention to detail — The numbers are always right. The reports are always clean. Nothing slips through.

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our HR team as an HR Assistant/ Recruiter Trainee. In this role you will support the Director of All Things People with recruiting and onboarding related tasks such as candidate sourcing and recruiting, candidate processing and onboarding administration. This role will also provide general administrative support, reporting, document review and preparation and project support.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. This position is primarily remote but will require travel to any of our physical branches as needed. Candidates must be local to Central Florida to be considered. Please send a resume to apply.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Responsibilities:

• Recruiting Process- Identifies opportunities for efficiencies in the recruiting process, diligently tracks efforts and suggests solutions for efficiency increases. Assists the HR Director with identifying and recommending salary ranges, incentives, start dates, and other pertinent details.
• Job Posting- Collaborates with department managers to draft detailed and accurate job descriptions, hiring criteria and job scorecards. Owns the job posting process. Identifies optimal posting strategies and channels incl. unchartered channels.
• Candidate Search- Conducts proactive searches for qualified applicants through approved channels. Screens applications and pre-selects qualified candidates. Attends and participates in college job fairs and recruiting sessions with the objective to recruit for active openings as well as build a candidate pipeline.
• Application Process- Owns the application process through the offer stage and proactively drives candidates forward incl. liaison and follow-up with hiring managers, scheduling, application review, interview preparation and assistance with conducting interviews. Provides full set of information and makes fact-based recommendations on hiring decisions to the HR Director.
• Reporting- Diligently tracks recruiting efforts and reports on required metric. Meets recruiting targets.
• Onboarding- Manages new hire onboarding with the help of the HR Assistant, ensures a stellar onboarding experience and process integrity through all stages.

Requirements:

• Recruiting experience required. College education in Human Resources, Business
  Administration, Psychology, or related field strongly preferred. Experience recruiting in banking preferred.
• Experience in an administrative or support role required.
• Proactive self-starter with the ability and desire to thrive in a fast-paced, fast growing environment with frequent routine changes that require adaptability and flexibility.
• Ability to anticipate needs, use all available resources and complete assigned tasks with limited oversight.
• Excellent communicator both spoken and in writing; ability to connect and communicate with a wide range of stakeholders up to and including C-Suite leadership.
• Excellent knowledge of MS Office products and ability to learn new technology quickly.
• Commitment to integrity and confidentiality.

Physical Demands:

• Sustained standing and sitting;
• Frequent use of PC, including typing or sustained attention to monitor;
• Occasional lifting of basic office files or equipment up to 20 lbs.

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.

As a Cashier you are accountable for the customer service and sales experience including: maintaining checkout standards; assisting with general operations such as Omnichannel, recovery and inventory; and upholding performance standards relative to shrink/safety and meeting performance standards associated with the role.

Primary Responsibilities:

• Customer Service & Sales - Greets and assists customers while providing excellent customer service. Demonstrates WORTH behaviors consistently. Partners where needed for additional support. Actively and enthusiastically engages customer while working to resolve problems and assist with credit, rewards and gift card programs. Promotes Findmore and other programs intended to drive sales and enhance customer service.
• Checkout Standards - Completes checkout processes including returns and re-ticketing. Assists with the signing and merchandising standards at all checkouts while stocking and merchandising Impulse Fixtures and replenishment. Proactively calls for assistance when additional help is needed in checkout. Utilizes Point of Sale on Mobile Warrior device to support line management.
• General Operations - Assists with Omnichannel efforts as needed. Assists with recovery, put backs and fitting room maintenance as needed. Participates in annual inventory processes
• Performance Standards - Supports company shrink and safety initiatives. Meets established performance standards for the role on a consistent basis, including (but not limited to) the company's iCAP program, product and service sales, customer service, profit, productivity, and attendance.

Core Competencies & Accomplishments: To achieve success at JCPenney, a Cashier will possess the following:

• Solve problems and make smart decisions that drive sales, profit or customer service; execute your work efficiently and effectively; inspire strong performance in yourself and others.
• Provide great customer service; cooperate and build positive, inclusive and respectful relationships; take accountability for your actions and outcomes
• Proactively find ways to improve the customer experience; show the confidence and courage to do what's right; take action with energy and urgency
• Results - Solves problems and makes smart decisions that drive sales, profit and customer service; executes work effectively and efficiently; holds self accountable to a high standards to achieve results; adapts quickly to changing situations with energy and a positive attitude
• Ownership - Provides great customer service; cooperates and builds positive, inclusive and respectful relationships; takes accountability for own actions and outcomes
• Intensity - Proactively finds ways to improve the customer experience; shows the confidence and courage to do what is right; takes action with energy and urgency

At this time, JCPenney does not anticipate closing this job opportunity.

What you get:

If eligible, we offer a competitive benefits package including medical/dental/vision, term life insurance, paid vacation/holidays*, and 401(k) with Company match. All associates are eligible for an associate discount on JCPenney merchandise. For paid holidays, associates who are eligible for paid vacation (MTO) are also eligible for eight paid holidays during the calendar year. All store hourly associates scheduled to work on a designated holiday will receive additional compensation. *For paid vacation days, as well as eligibility requirements for other benefits, please visit

About JCPenney:

JCPenney is the shopping destination for diverse, working American families. With inclusivity at its core, the Company's product assortment meets customers' everyday needs and helps them commemorate every special occasion with style, quality, and value. JCPenney offers a broad portfolio of fashion, apparel, home, beauty, and jewelry from national and private brands and provides personal services including salon, portrait and optical. The Company and its 50,000 associates worldwide serve customers where, when, and how they want to shop - from to more than 650 stores in the U.S. and Puerto Rico. In 2022, JCPenney celebrates 120 years as an iconic American brand by continuing its legacy of connecting with customers through shopping and community engagement.

Pay Range: USD $12.00/Hr -USD $15.00/Hr.

As a Cashier you are accountable for the customer service and sales experience including: maintaining checkout standards; assisting with general operations such as Omnichannel, recovery and inventory; and upholding performance standards relative to shrink/safety and meeting performance standards associated with the role.

Primary Responsibilities:

• Customer Service & Sales - Greets and assists customers while providing excellent customer service. Demonstrates WORTH behaviors consistently. Partners where needed for additional support. Actively and enthusiastic engages customer while working to resolve problems and assist with credit, rewards and gift card programs. Promotes Findmore and other programs intended to drive sales and enhance customer service.
• Checkout Standards - Completes checkout processes including returns and re-ticketing. Assists with the signing and merchandising standards at all checkouts while stocking and merchandising Impulse Fixtures and replenishment. Proactively calls for assistance when additional help is needed in checkout. Utilizes Point of Sale on Mobile Warrior device to support line management.
• General Operations - Assists with Omnichannel efforts as needed. Assists with recovery, put backs and fitting room maintenance as needed. Participates in annual inventory processes
• Performance Standards - Supports company shrink and safety initiatives. Meets established performance standards for the role on a consistent basis, including (but not limited to) the company's iCAP program, product and service sales, customer service, profit, productivity, and attendance.

Core Competencies & Accomplishments: To achieve success at JCPenney, a Cashier will possess the following:

• Solve problems and make smart decisions that drive sales, profit or customer service; execute your work efficiently and effectively; inspire strong performance in yourself and others.
• Provide great customer service; cooperate and build positive, inclusive and respectful relationships; take accountability for your actions and outcomes
• Proactively find ways to improve the customer experience; show the confidence and courage to do what's right; take action with energy and urgency
• Results - Solves problems and makes smart decisions that drive sales, profit and customer service; executes work effectively and efficiently; holds self accountable to a high standards to achieve results; adapts quickly to changing situations with energy and a positive attitude
• Ownership - Provides great customer service; cooperates and builds positive, inclusive and respectful relationships; takes accountability for own actions and outcomes
• Intensity - Proactively finds ways to improve the customer experience; shows the confidence and courage to do what is right; takes action with energy and urgency

At this time, JCPenney does not anticipate closing this job opportunity.

What you get:

If eligible, we offer a competitive benefits package including medical/dental/vision, term life insurance, paid vacation/holidays*, and 401(k) with Company match. All associates are eligible for an associate discount on JCPenney merchandise. For paid holidays, associates who are eligible for paid vacation (MTO) are also eligible for eight paid holidays during the calendar year. All store hourly associates scheduled to work on a designated holiday will receive additional compensation. *For paid vacation days, as well as eligibility requirements for other benefits, please visit

About JCPenney:

JCPenney is the shopping destination for diverse, working American families. With inclusivity at its core, the Company's product assortment meets customers' everyday needs and helps them commemorate every special occasion with style, quality, and value. JCPenney offers a broad portfolio of fashion, apparel, home, beauty, and jewelry from national and private brands and provides personal services including salon, portrait and optical. The Company and its 50,000 associates worldwide serve customers where, when, and how they want to shop - from to more than 650 stores in the U.S. and Puerto Rico. In 2022, JCPenney celebrates 120 years as an iconic American brand by continuing its legacy of connecting with customers through shopping and community engagement.

Pay Range: USD $12.50/Hr -USD $15.63/Hr.

USA:GA:Albany | Sales | Full-Time

Summary: Under the direction of the Sales VP, the Sales Professional will develop strategic plans and forecasts for accounts, communicate effectively internally and externally, resolving customer issues proactively, grow and maintain sales territory, identify new sales opportunities, understand customer visions and supply chain objectives to provide proactive solutions, build relationships with decision makers, exceed sales goals and provide routine cost savings reports.

Responsibilities: Responsibilities of the Sales Professional include, but are not limited to: Ability to develop strategic plans and accurate forecasts for accounts Communicate well with others internally and externally, and be able to resolve unique customer issues proactively Ability to develop assigned sales territory Grow and maintain new and existing accounts Stay up to date on latest trends in Ability to solve problems using product we represent Must be aware of the customer's vision and supply chain initiative objectives and be proactive in the process of providing solutions Ability to establish and expand relationships with decision makers within each customer organization Customer driven - documented success in exceeding sales goals, objectives, new products and cost saving (Provide routine cost savings reports and have the customer agree to the savings when possible) Strong process discipline Provide DXP monthly reports for each key account highlighting any changes, service problems, challenges from competition, customer projects and initiatives, cost savings reports

Qualifications of the Sales Professional include, but are not limited to: A minimum of 3years outside sales experience selling industrial supplies such as (List Product) Must have customer-service oriented mentality Computer literate Organized and detail oriented Excellent oral and written communication skills Experience generating proposals and solutions Good analytical and problem solving skills Self-starter demonstrated ability to work productively with minimal supervision Experience maintaining strong, long-term customer relationships with significant add-on/repeat business Acceptable driving record required according to company guidelines

Location: USA:GA:Albany

Minimum Required Salary and benefits commensurate with experience. We are an equal opportunity employer. Except where prohibited by state law, all offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. EOE/M/F/D/V

As a Cashier you are accountable for the customer service and sales experience including: maintaining checkout standards; assisting with general operations such as Omnichannel, recovery and inventory; and upholding performance standards relative to shrink/safety and meeting performance standards associated with the role.

Primary Responsibilities:

• Customer Service & Sales - Greets and assists customers while providing excellent customer service. Demonstrates WORTH behaviors consistently. Partners where needed for additional support. Actively and enthusiastically engages customer while working to resolve problems and assist with credit, rewards and gift card programs. Promotes Findmore and other programs intended to drive sales and enhance customer service.
• Checkout Standards - Completes checkout processes including returns and re-ticketing. Assists with the signing and merchandising standards at all checkouts while stocking and merchandising Impulse Fixtures and replenishment. Proactively calls for assistance when additional help is needed in checkout. Utilizes Point of Sale on Mobile Warrior device to support line management.
• General Operations - Assists with Omnichannel efforts as needed. Assists with recovery, put backs and fitting room maintenance as needed. Participates in annual inventory processes
• Performance Standards - Supports company shrink and safety initiatives. Meets established performance standards for the role on a consistent basis, including (but not limited to) the company's iCAP program, product and service sales, customer service, profit, productivity, and attendance.

Core Competencies & Accomplishments: To achieve success at JCPenney, a Cashier will possess the following:

• Solve problems and make smart decisions that drive sales, profit or customer service; execute your work efficiently and effectively; inspire strong performance in yourself and others.
• Provide great customer service; cooperate and build positive, inclusive and respectful relationships; take accountability for your actions and outcomes
• Proactively find ways to improve the customer experience; show the confidence and courage to do what's right; take action with energy and urgency
• Results - Solves problems and makes smart decisions that drive sales, profit and customer service; executes work effectively and efficiently; holds self accountable to a high standards to achieve results; adapts quickly to changing situations with energy and a positive attitude
• Ownership - Provides great customer service; cooperates and builds positive, inclusive and respectful relationships; takes accountability for own actions and outcomes
• Intensity - Proactively finds ways to improve the customer experience; shows the confidence and courage to do what is right; takes action with energy and urgency

At this time, JCPenney does not anticipate closing this job opportunity.

What you get:

If eligible, we offer a competitive benefits package including medical/dental/vision, term life insurance, paid vacation/holidays*, and 401(k) with Company match. All associates are eligible for an associate discount on JCPenney merchandise. For paid holidays, associates who are eligible for paid vacation (MTO) are also eligible for eight paid holidays during the calendar year. All store hourly associates scheduled to work on a designated holiday will receive additional compensation. *For paid vacation days, as well as eligibility requirements for other benefits, please visit

About JCPenney:

JCPenney is the shopping destination for diverse, working American families. With inclusivity at its core, the Company's product assortment meets customers' everyday needs and helps them commemorate every special occasion with style, quality, and value. JCPenney offers a broad portfolio of fashion, apparel, home, beauty, and jewelry from national and private brands and provides personal services including salon, portrait and optical. The Company and its 50,000 associates worldwide serve customers where, when, and how they want to shop - from to more than 650 stores in the U.S. and Puerto Rico. In 2022, JCPenney celebrates 120 years as an iconic American brand by continuing its legacy of connecting with customers through shopping and community engagement.

Pay Range

USD $12.00/Hr -USD $15.00/Hr.

The Position

The Vice President of Colleague and Labor Relations serves as a strategic executive leader responsible for developing and executing comprehensive employee and labor relations strategies across a $15 billion healthcare organization. This role provides enterprise-wide leadership in proactively managing labor relations, including the strategic administration of existing collective bargaining agreements, while implementing evidence-based initiatives to foster positive employee relations, balancing employee advocacy with organizational objectives and maintain union-free status in non-represented facilities. A critical focus of this position is the design, implementation, and oversight of a centralized Colleague Relations Center of Expertise (COE) that delivers consistent, compliant, and high-quality employee relations support through a team of specialized practitioners.

ESSENTIAL FUNCTIONS

• Colleague Relations Center of Expertise Leadership: Design, build, and lead a centralized Colleague Relations COE staffed with specialized practitioners who provide standardized consultation, case management, and advisory services to key stakeholders, colleagues and leaders, ensuring consistent interpretation and application of policies across all facilities.
• Labor Relations Strategy and Contract Administration: Oversees all collective bargaining activities, contract negotiations, and union relationships. Serves as chief negotiator or strategic advisor during labor negotiations. Develop and execute a comprehensive labor relations strategy that includes proactive management of existing collective bargaining agreements, strategic preparation for contract negotiations, grievance resolution processes, and arbitration management while maintaining collaborative relationships with union leadership. Monitors labor law developments and ensure organizational compliance with all applicable regulations in collaboration with Jefferson's legal department.
• Union Avoidance and Positive Colleague Relations: Build and directs the colleague relations function including workplace investigations, conflict resolution, and disciplinary processes. Establishes frameworks for addressing colleague concerns, complaints, and performance issues consistently and fairly. Develops programs to improve colleague satisfaction, reduce turnover, and strength manager-colleague relationships. Lead enterprise-wide initiatives to maintain union-free status in non-represented facilities through proactive colleague engagement strategies, vulnerability assessments, leadership training, early warning systems, and programs that address colleague concerns before they escalate.
• Policy Development and Compliance: Establish and maintain enterprise-wide colleague relations policies, ensuring alignment with federal, state and local labor laws (including NLRA, FLSA, Title VII, ADA, and FMLA), regulatory requirements, and accreditation standards while providing expert guidance on complex employment matters and emerging legal trends.
• Investigations and Risk Mitigation: Identifies and mitigates employment-related risks. Oversee standardized investigation protocols for colleague complaints, misconduct allegations, and policy violations, ensuring thorough documentation, appropriate corrective actions, and mitigation of organizational risk and liability. Partners with legal counsel on complex matters and litigation management.
• Leadership Development and Training: Builds and leads a high-performing colleague and labor relations team. Provides coaching and guidance to HR business partners and managers with the best practices for colleague relations. Design and deploy comprehensive training programs for leaders at all levels on positive employee relations practices, labor law fundamentals, union awareness, effective communication, and conflict resolution to build organizational capability.
• Analytics and Reporting: Establish robust metrics, dashboards, and reporting mechanisms to monitor employee relations trends, case volumes, resolution outcomes, and labor relations health indicators, translating data into actionable insights for executive leadership.
• Executive Partnership and Stakeholder Management: Serve as a trusted advisor to the CHRO, C-suite executives, and Board of Directors on colleague and labor relations matters, representing the organization in external forums and maintaining relationships with legal counsel, regulatory agencies, and industry peers.

REQUIRED QUALIFICATIONS

Education

• Bachelor's degree in Human Resources, Labor Relations, Business Administration, or related field required.
• Master's degree in Human Resources, Labor and Employment Relations, Business Administration, or Juris Doctor strongly preferred.

SE#510776099

Enterprise Account Executive - Farmington, UT (Open to remote)

Why LoanPro:

“We want to change how the future of finance works. We’re working to change finance to be highly personalized. It changes who has access to capital. It changes personal finances. It can have a ripple effect on everything you do. LoanPro unlocks finance.” -Rhett Roberts, CEO

At LoanPro, we're more than just a fintech company—we’re transforming the lending landscape. With over $18 billion in loans managed across North America, LoanPro isn't just growing—it's leading the industry transformation.

How we do what we do:

“Steve Jobs was once asked what he was most proud of at Apple. Was it the iPhone? Was it the iPad? Steve Jobs replied it was the team that built Apple. That’s what I’m most proud of here at LoanPro- the team that builds LoanPro. We do what we do because of our people.” -Rhett Roberts, CEO

At the heart of our success are our exceptional employees, whose talent, passion, and dedication fuel the growth and profitability of our company. As a next-generation SaaS platform, we deliver core lending infrastructure that empowers mid-market and large lenders to operate more efficiently, quickly, and effectively. Our cloud-native solution helps clients streamline operations, enhance organization, and drive unparalleled performance in their lending processes.

What you’ll own:

LoanPro’s Enterprise Account Executive (EAE) is responsible for selling our cutting-edge loan management software to enterprise-level clients. The EAE will primarily focus on driving revenue growth by identifying and closing new business opportunities. The EAE will be responsible for the continuation of revenue growth for LoanPro. EAEs should be a specialist in LoanPro products and services in order to clearly communicate product value to customers and prospects. They work to understand the needs of prospects and determine whether our solutions can meet those needs. The EAE works with multiple internal teams to ensure the highest level of service is delivered to the current and future clients. They are a trusted resource for both internal and external clients. They develop relationships with prospects, acting as their main point of contact within LoanPro from initial outreach or AE handoff, through the sales process, to introducing them to Customer Success. They are also responsible for exemplifying excellent customer service and the Company core values, culture, policy and procedures at all times.

Essential Job Functions:

• Take ownership of deep learning about our software, its functions, and how it fulfills our customers' needs and how they use the product
• Identify and target potential enterprise-level clients in the financial services industry, fintech companies, and lending institutions.
• Develop and execute a strategic sales plan to meet and exceed revenue targets.
• Build and maintain strong relationships with key decision makers and stakeholders within target accounts.
• Understand the complex software as a service (SaaS) solutions and effectively communicate the value proposition to clients.
• Conduct in-depth product demonstrations and presentations to showcase the features and benefits of our loan management software.
• Collaborate with internal teams, including sales engineers and customer success managers, to ensure successful implementation and customer satisfaction.
• Stay up-to-date with industry trends, competition, and market developments.
• Attend trade shows, client visits, and industry events to network and generate new leads.
• An essential function of this role requires onsite work to collaborate with other team members. Remote work can be conducted at managers discretion and in accordance with company hybrid policy.

Responsibilities / Duties / Tasks:

• Communicate with potential and current clients at to understand customer goals, challenges, project requirements, timeline, budget, and authority
• Create detailed business plans to reach predetermined goals and quotas
• Own, manage and support prospects through the full sales process from qualification to close
• Maintain and organize customer and account information
• Have strong technical, business and financial terms acumen and understanding to better serve the client
• Research and develop existing accounts to increase customer efficiencies
• Develop an in-depth understanding of LoanPro, industry trends, and competition
• Work effectively with internal departments to deliver the best solution for the client and ensure an excellent experience
• Consistently achieve and exceed quarterly metrics (appointments set, opportunities created, qualified leads, new contacts, calls per day, KPI, etc.)
• Answer questions about LoanPro processes and solutions with confidence and expertise
• Manage prospecting status, data integrity, and forecasting in Salesforce
• Drive pipeline growth through development of outbound leads
• Deliver quality and tailored demonstrations to mid-market and enterprise prospects based on their needs and priorities
• Remain in regular contact with your clients to understand and meet their needs
• Strong communication and positive team player approach
• Provide ideas/insights to management and sales to help facilitate growth of organization
• Stay on top of industry trends and develop a complete understanding of our current and potential Strategic Partners’ and our customers’ businesses
• Research target accounts, identify key players, generate interest, and develop new relationships
• Clearly articulate value, be persuasive and present to decision-makers, key stakeholders, and executives
• Support LoanPro at trade shows and conventions as needed
• Ability to give, receive, and implement feedback and constructive criticism
• Have a positive and energetic attitude and make efforts to maintain/improve morale
• Build collaborative, trustworthy relationships across a range of styles, functions, geographies, and cultures to form networks within and outside the company
• Develop and maintain strong organizational astuteness and agility
• Self-directed, including: manages time, proactively seeks work opportunity, supports the department and software needs, proactively seeks and pulls work, delivers on daily projects tasks, communicates with team - has a strong sense of urgency and engagement of projects and timely delivery
• Focuses on work while at work, stays engaged, attentive and proactive and eliminates distractions (cell phone, internet, long breaks, distractions, etc)
• Puts sufficient time, energy, and effort into the tasks necessary to complete the duties and responsibilities of the position. These include but are not limited to; coming to work on time, collaborating with team members of other departments and managers, discussing potential software issues and resolutions
• Exemplify and be hungry, humble, and smart in regard to work attitude and growth
• Other duties as prescribed - Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice

What you’ll need for success:

• Bachelor's degree in business or a similar field.
• Minimum of 5 years of experience in enterprise software sales, with a proven track record of meeting or exceeding sales targets.
• Demonstrated experience in selling complex SaaS solutions to multiple stakeholders and decision makers.
• Experience in the fintech, financial services industry, or lending is a plus.
• Strong negotiation and closing skills with the ability to navigate a complex sales cycle.
• Excellent communication and presentation skills, both verbal and written.
• Self-motivated, proactive, and able to work independently as well as in a team environment.
• Willingness to travel up to 10% of the time for client visits, trade shows, and industry events.

Benefits of the Role:

• 80% Medical/Dental
• PTO and Holiday Schedule
• HSA and 401K Match
• Wellness Rewards and EAP

At LoanPro, we have the ability to make a real difference. LoanPro offers a value-based, innovation-focused, learning culture and endless opportunities for growth. Come help us build LoanPro.

If you need an accommodation to apply for the position or during the interview process, please email