Sales Jobs in Addison, TX

About the Role

Impact you will make

The Regional Customer Success Leader plays a pivotal role in driving FinThrive's mission to transform healthcare revenue management through technology and partnership. This leader ensures that our customers realize measurable financial and operational outcomes while maintaining strong executive relationships across their portfolio. By coaching and empowering a high-performing team of Customer Success Directors, this role directly influences revenue retention, client growth, and customer satisfaction. Acting as a strategic connector between our clients and internal teams, the Regional Leader helps shape FinThrive's reputation as a trusted partner and accelerates our success in an evolving healthcare landscape.

Regional Customer Success Leader

What You Will Do

• 
  
  
• Report to the SVP, Growth and lead a regional team of Customer Success Directors
  
  
• Coach, mentor, and develop Customer Success Directors to build a high-performance culture focused on proactive client engagement, strategic account planning, and measurable outcomes.
  
  
• Ensure execution of account strategies that drive revenue retention, client growth, NPS improvement, and achievement of customer success KPIs.
  
  
• Use data-driven insights to identify at-risk accounts, develop intervention plans, and align customer outcomes with FinThrive's strategic objectives.
  
  
• Partner cross-functionally with Sales, Product, Marketing, Implementation, Customer Support, IT, and Finance to ensure seamless customer experience and alignment on account strategy.
  
  
• Lead regular Executive Business Reviews (EBRs) and support escalation management to ensure client satisfaction and value realization.
  
  
• Drive adoption of FinThrive's full suite of revenue cycle technology solutions across your customer portfolio.
  
  
• Represent the voice of the customer internally and influence product roadmaps through structured feedback loops.
  
  
• Collaborate with leadership on forecasting, renewal planning, and upsell strategies to meet financial targets.
  
  
• Travel up to 50% to meet with customers, attend industry events, and strengthen executive relationships.
  
  

What You Will Bring

• 
  
  
• 10+ years of experience in healthcare technology, revenue cycle management, or SaaS-based customer success.
  
  
• 5+ years of leadership experience managing and developing regional or national customer success teams.
  
  
• Proven success in revenue retention, growth, and client satisfaction within complex healthcare organizations.
  
  
• Strong executive presence and communication skills, with the ability to influence at all levels of the client organization.
  
  
• Experience in account strategy, KPI management, and operational execution.
  
  
• Demonstrated ability to collaborate across functions and drive cross-departmental alignment.
  
  
• Excellent analytical, problem-solving, and organizational skills with a data-first mindset.
  
  
• Proficiency with Salesforce, Gainsight, Gong and other CRM or customer success tools.
  
  
• Bachelor's degree required; MBA or advanced degree preferred.
  
  
• Travel required: up to 50%.
  
  

What We Would Like to See

• 
  
  
• Prior experience with revenue cycle SAAS technology and service solutions
  
  
• Strong understanding of healthcare reimbursement, payer-provider workflows, and regulatory requirements.
  
  
• Demonstrated success driving NPS participation, EBR cadence, and customer engagement metrics.
  
  
• Commitment to FinThrive's core values - Customer Centric, Agile, Reliable, Engaged (CARE).
  
  

About FinThrive

FinThrive is advancing the healthcare economy.
For the most recent information on FinThrive's vision for healthcare revenue management visit /why-finthrive.

Award-winning Culture of Customer-centricity and Reliability

At FinThrive we're proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at careers#culture.

Our Perks and Benefits

FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits. For the most up-to-date offerings visit /careers-benefits.

FinThrive's Core Values and Expectations

• 
  
  
• Demonstrate integrity and ethics in day-to-day tasks and decision making, adhere to FinThrive's core values of being Customer-Centric, Agile, Reliable and Engaged, operate effectively in the FinThrive environment and the environment of the work group, maintain a focus on self-development and seek out continuous feedback and learning opportunities
  
  
• Support FinThrive's Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive's business practices; this includes becoming familiar with FinThrive's Code of Ethics, attending training as required, notifying management or FinThrive's Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations
  
  

The physical demands and work environment characteristics described here are representative of those that a colleague must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Know Your Rights
Pay Transparency Notice

FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations.
2024 FinThrive. All rights reserved. The FinThrive name, products, associated trademarks and logos are owned by FinThrive or related entities. RV092724TJO

| FinThrive Careers | FinThrive Benefits & Perks | Physical Demands

Title:Sr. Manager Data Governance

Location: Richardson, TX Hybrid

Duration: 6 months possibility of FTE conversion yes

JOB SUMMARY

This position incubates and establishes a leading-edge global Data Governance function to support business segments, corporate functions and the Digital & Technology stakeholders. The responsibility includes

• 
  
• Liaise directly with clients and account teams to provide strategic direction on implementation of data governance programs, best practices, adoption of standards, mast data management, and data quality improvement while leveraging leading-edge data governance tools and technology.
  
• Collaborate with and manage highly performing data governance and data management professionals that support occupier clients and account teams.
  
• Provide support on data strategy execution in the adoption of data products including enterprise data platform that provides game-changing analytics in the CRE industry.
  
• Serve as the data governance champion of strategic data products and supporting metadata and reference data.
  
• Implement and support data ownership and stewardship programs for stakeholders across the business to ensure that account teams adopt improved data governance and management practices.
  

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 
  
• Participate in the strategy, planning, and execution for Enterprise Data Governance at, focusing on Building Operations & Experience (BOE) business segment. Ensure the company has urgency, sensitivity and thought leadership for competitive capabilities around data.
  
• Demonstrated leadership experience in a large, complex, global organization, including the ability to effectively work and communicate across organizational lines. Ensure business stakeholder understanding, alignment and commitment to the objectives of the data governance and management program(s). Be the champion and evangelist for data, the business value, and the potential innovations. Be the trusted advisor to senior leadership and peers.
  
• Demonstrated experience in building relationships and leading high-performing teams with top talents around the world. Build a high performance environment and execute a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vision/ values/ business strategy and managing succession and development planning for the team.
  
• Collaborate with partners across business segments/ business lines, regions and accounts to develop consistent data governance capabilities at all levels, influencing decisions relating to policy, practices, supporting technology, and talent development.
  
• Establish leading data management practices and shared services relating to data quality, data provisioning, metadata, lineage, reference data, issue management and change management.
  
• Implement data governance as commodity services that could be leveraged by various clients in different industries. Understand clients' appetite and risk culture in day-to-day support activities and decision-making.
  
• Establish account team data governance programs. Define data domains and implement business oversight via essential data governance organizations and RACI (i.e. central data governance function, Data Ownership and Stewardship Program, etc.). Establish data standards, policies and controls. Design and implement the framework, including associated processes, necessary to sustain a data control environment. Monitoring compliance with data policies and standards
  
• Establish account team and cross-account data quality framework necessary to enable data quality reporting, issue identification, remediation and tracking, ultimately ensuring trust and confidence in data across domains.
  
• Guide the client accounts to adopt the strategic data products including existing account migrations and new account transitions. Manage data to support and its clients' business intelligence and scale appropriately with business growth.
  
• Experience in leading and driving leading-edge data innovation initiatives including big data, cloud computing, IoT, data virtualization and federation, etc., is a plus.
  
• Create and implement strategic approaches, plans, timelines, preparation of business cases to ensure expedited handling of client data protection, and other data compliance and security requirements.
  
• Develop and implement metrics needed to monitor/ report on data governance and data management progress
  
• Develop communication approaches and change management strategies; determines presentation focus and emphasis and prepares board-level presentations.
  
• Performs other duties as assigned.
  

SUPERVISORY RESPONSIBILITIES

Manages the planning, organization, and controls for a major functional area or department. Position will be responsible for managing direct reports across the Americas region and working with peers across all regions, requiring flexibility in schedule. May also be responsible for matrix reports. This position requires subordinates' recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Effectively recommends same for direct reports to next level management for review and approval. Monitors appropriate staffing levels and reports on utilization and deployment of human resources. Leads and supports staff in areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention. Leads by example and models behaviors that are consistent with the company's values.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE

Bachelor's degree (BA/BS) from four-year college or university and a minimum of eight years of related experience and/or training, including five years of experience at the management level.

• 
  
• 5 or more years of progressively responsible management positions in complex organizations required. Demonstrated success with high visibility projects, leaders in technology use and development, change management, budget and business case development and staff development.
  
• 5 or more years of related experience in related industry; commercial real estate management preferred.
  
• 7 or more years of data management related experience such as data analysis, data governance, enterprise information management, data modeling, and data quality management. analytics experience desired, i.e., data visualization, data analytics, data mining, business intelligence, etc.
  
• Candidates must have experience working in large organizations with geographically dispersed teams and complex technical environments.
  
• Experience in dealing with internal and external customers, service providers and vendors. Must be able to manage competing priorities. Needs to be resilient; resolving conflicts quickly to achieve desired business results.
  
  

• 
  
• Bachelor's degree in business administration, Information Management, MIS, Business Intelligence and Data Science, Library Science, Computer Science or related fields; advanced degree preferred.
  

CERTIFICATES and/or LICENSES

None

COMMUNICATION SKILLS

• 
  
• Ability to comprehend, analyze, and interpret the most complex business documents. Ability to respond effectively to the most sensitive issues. Ability to write reports, manuals, speeches and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action.
  
• Ability to establish and maintain a high level of customer trust and confidence in the overall information and analytics space
  
• Excellent oral, written, and presentation communication skills. Strong negotiation and group facilitation skills; ability to move a process forward, while meeting the needs of a variety of clients.
  
• Excellent collaboration, influence and leadership skills. Ability to work with various levels of peers including analysts, developers and executives regarding complex business and data related issues.
  
• Relationship management skills that include excellent listening and consultative capability, the ability to influence and negotiate with business and technology partners to drive change, and the ability to take a broad perspective and make key connections
  

FINANCIAL KNOWLEDGE

• 
  
• Requires basic knowledge of financial terms and principles.
  
• Participates in complex financial/business analysis and report reviews prepared peers or leaders.
  
• Manages to and oversees department budget.
  

REASONING ABILITY

• 
  
• Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based environment. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
  
  • 
    
  • Understanding of global organizational design and the ability to shape and drive large-scale, cross-functional programs around people, technology, processes, and tools.
    
  • Demonstrated ability to balance long-term strategy with quick wins.
    
  • Demonstrated ability for strategic influencing and education of cross-functional stakeholders about the strategic importance and value of data governance
    
  • Excellent managerial skills; collaborative, imaginative, resourceful, reliable, technically savvy.
    
  • Superior analytical and creative problem-solving skills. Demonstrated successes in data analysis, drawing conclusions and improvement. Apply listening and consultative skills to understand business needs; be able to interpret requirements, identify impacts and analyze problems to determine impacts to business processes across the organization.
    
  • Ability to work well under deadlines, ability to work in a multi-tasking production environment to make good judgments about competing priorities.
    
  • Ability to tell a story to explain or sell a concept.
    
  
  
  

OTHER SKILLS and/or ABILITIES

• 
  
• Utilizes an entrepreneurial approach and develops innovative solutions.
  
• Ability to write business cases, process maps, presentation materials and articles using distinctive style.
  
• Ability to make effective and persuasive presentations on complex topics across various levels of leadership
  
• Expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment.
  
• Ability to use strong conceptual and analytical skills to generate insights and recommendations.
  
• Demonstrated information management and quantitative skills, including working knowledge of IT infrastructure, various technologies/ platforms, and aligned vendor solutions with enterprise strategic priorities.
  
• Experience managing small to mid-size teams and delivering results.
  
• Thorough knowledge of cutting-edge data management tools, industry advances, etc.
  
• Superior project management/ consulting and leadership skills. Demonstrated ability to facilitate complex, mission critical projects and to develop, participate in and guide multi-disciplinary work teams. Manage task timelines and deliverable schedules and share concerns about deliverables, timelines, and issues with Data Governance services or deliverables.
  
• Superior ability to manage, manipulate and analyze raw data, draw conclusions, and develop actionable recommendations using technology. Articulate the issues and resolutions via business-friendly communications. Serve as primary day-to-day contact for regional data management issues.
  
• Advanced understanding of data quality management. Knowledge of data governance and how it impacts business processes.
  
• Knowledge of master data management in a global environment, including data lifecycle and maintenance processes.
  
• Skills in MS Visio, Word and PowerPoint is a plus.
  
• Experience with reference data management tools at including Collibra, MS Excel, SQL query, etc., is a plus.
  
• Software development lifecycle knowledge, with background in agile philosophies and
  

Who We Are:

Delta, founded in 1971, is a global leader in switching power supplies and thermal management products with a thriving portfolio of smart energy-saving systems and solutions in the fields of industrial automation, building automation, telecom power, data center infrastructure, EV charging, renewable energy, energy storage and display, to nurture the development of smart manufacturing and sustainable cities. As a world-class corporate citizen guided by its mission statement, “To provide innovative, clean and energy-efficient solutions for a better tomorrow,” Delta leverages its core competence in high-efficiency power electronics and its ESG-embedded business model to address key environmental issues, such as climate change. Delta serves customers through its sales offices, R&D centers and manufacturing facilities spread over close to 200 locations across five continents. Delta has 158 sales offices, 72 R&D centers and 48 manufacturing facilities worldwide.

Throughout its history, Delta has received various global awards and recognition for its business achievements, innovative technologies, and dedication to ESG. Since 2011, Delta has been listed on the DJSI World Index of Dow Jones Sustainability™ Indices for 11 consecutive years. In 2021, Delta was also recognized by CDP with leadership level ratings for its substantial contribution to climate change and water security issues and named Supplier Engagement Leader for its continuous development of a sustainable value chain.

What you would be doing:

Ensures manufacturing and assembly processes/procedures utilized by Contract Manufacturers meet product quality and reliability requirements.

Tracks ongoing quality and yield performance to drive improvement activities.

Evaluates new product designs for manufacturability.

Assists Contract Manufacturers with problem identification, root cause analysis, and corrective action identification, verification, and implementation.

Implements quality plans for rapidly transitioning products into manufacture.

Determines acceptability of product from subcontractors and internal operations.

Supports quality system development and implementation to applicable codes and standards such as ISO9001, etc.

Performs, documents and track results of internal audits.

Generates, evaluates and tracks corrective action requests.

Inspects and evaluates material and product quality according to internal process and procedures.

Assists in training of company personnel.

Interfaces with customers for quality activities

.

What we require (Skills and Background):

• Bachelor’s degree in engineering, Electronics or related discipline or equivalent desired
• Four to six years of previous quality assurance experience in the electronics or power industry required.
• Previous experience working with an ISO-9001 quality assurance program required
• Automotive background experience (IATF 16949 Automotive Quality Management System in particular) to support EV business.
• Core Quality and Engineering Tools (QMS, PPAP, APQP, FMEA, SPC, MSA, QCP, PMP)
• Quality metrics and driving metrics improvement (Yield, Cpk, GR&R, Scrap, MRB, DPPM
• Knowledge of statistical techniques and demonstrated ability to review and approve test plans, qualification reports, drawings, documents
• Quality Control Analysis; conducting tests and inspections of products, services, or processes to evaluate quality or performance.
• Monitoring/ Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
• Demonstrated advance proficiency with computer software to include MS Office (Word and Excel) and e-mail

Desired Skills:

Auditor or Lead Auditor Certification or Certified Quality Engineer is preferred.

ISO14001:2015 Environmental Management Systems, ISO 45001 Health, and Safety Management is a plus.

Delta SQMS (Smart Quality Management System) experience

Smart IQC

MES (Manufacturing Execution System)

What you will experience at Delta:

You will be joining one of the world’s leaders in technology as they grow their presences in North America. This role offers a competitive salary package, comprehensive benefits, and the opportunity to work with a dynamic team in a fast-paced and innovative environment. If you are a self-starter with a passion for technology and a commitment to customer satisfaction, this is the job for you.

Who We Are:

Delta, founded in 1971, is a global leader in switching power supplies and thermal management products with a thriving portfolio of smart energy-saving systems and solutions in the fields of industrial automation, building automation, telecom power, data center infrastructure, EV charging, renewable energy, energy storage and display, to nurture the development of smart manufacturing and sustainable cities. As a world-class corporate citizen guided by its mission statement, “To provide innovative, clean and energy-efficient solutions for a better tomorrow,” Delta leverages its core competence in high-efficiency power electronics and its ESG-embedded business model to address key environmental issues, such as climate change. Delta serves customers through its sales offices, R&D centers and manufacturing facilities spread over close to 200 locations across five continents. Delta has 158 sales offices, 72 R&D centers and 48 manufacturing facilities worldwide.

Throughout its history, Delta has received various global awards and recognition for its business achievements, innovative technologies, and dedication to ESG. Since 2011, Delta has been listed on the DJSI World Index of Dow Jones Sustainability™ Indices for 11 consecutive years. In 2021, Delta was also recognized by CDP with leadership level ratings for its substantial contribution to climate change and water security issues and named Supplier Engagement Leader for its continuous development of a sustainable value chain.

What you would be doing:

Responsible for safely Assemble quality products through the efficient use of manpower, materials, and equipment. The Production Assembly Line Supervisor, directs the activities to Production Assembly departments, promotes safe work practices, maintains production schedules and record keeping, and ensures quality standards are met. This position plans work, makes assignments, assists in the hiring process, trains new employees, and administers company policies consistently. Communicates well with Eng. Planning

• Production Schedule and work order:
• Close work order within 4hrs after return FG to Stock.
• Manufacturing experience, Power Electronics, (UPS, Switchboards, Panel Boards, Power Distribution Units)
• Accurately complete production reports; complete details of run time report.
• Communicate any material shortages
• Responsible of achieving the daily production requirements
• Assessing project and resource requirements.
• Train new employees utilizing the OI.
• Achieve monthly productivity KPI.
• Read, Review, Plan and organize production schedules. To meet OTD.

• 5S and Safety: Promote safety in the workplace on a daily basis; lead and direct Safety Program on a team as defined
• Lead safety discussions, training with employees, audit associate safety practices during walk around.
• Maintain Delta’s competence plan
• Ensure that all necessary PPE is being follow.
• Report all safety issues to manager.
• Maintain housekeeping standards 5S by inspecting each line, update line charts with data & comments.
• Perform periodic check-ins after Initial training.
• Teach employees to run 5S audits. And Follow Delta’s 5S Score Card.

• Training and Coach: Provide on-the-job training for associates in all areas of their job duties.
• Set Goals for employees & Make employees accountable.
• Share and review company mission and goals.
• Work on getting regular feedback from your team.

• WIP & Material Management: Maintain Scrap report
• Manage and report material with over usage/ over issue.
• Responsible for area inventory control for the area.
• Assess staffing levels, adhere to budgeted headcount numbers for work needs, and work with Production Manager and HR to fill.

• Work Quality: Follow SOP.
• Ready to work before and after shift starts.
• Manage team meetings, and attend additional management team meetings as necessary.
• Lead by example following the 3 basics rules, Safety, Quality and productivity.
• Comply with and consistently administer company policies.
• Accurate Safety, Production, Scrap, Quality an HR recordkeeping.

• Process & Continuous Improvement: Identify limiting factors of production and make recommendations for continual improvement.
• Maintain department procedure and work instructions and work with PE to update as necessary
• Maintain compliance with QMS system; QA Scrap & First Piece Approvals
• Schedule regular communication meetings to promote team building and improvement
• Ensure that the EMS conforms to ISO14001: 2015
• Ensure processes are delivering intended outcomes
• Report to Top Management on the performance of the EMS; on opportunities for improvement; on change requirements; on innovations
• Ensure the integrity of the EMS is maintained

What we require (Skills and Background):

• Bachelor’s Degree or equivalent (preferred) in electrical
• 5+ years of supervisory experience in high-Volume production and/or industrial industry.
• Strong organizational, Leadership & administrative Skills.
• Knowledge and understanding of fabrication, mechanical, electrical, and electronic principals,
• Must understand specific OSHA and EPA standards as they relate to the plant environment.
• Ability to interpret an extensive variety of technical instructions.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Computer literate – (MS Office) (ERP Systems – SAP)

What you will experience at Delta:

You will be joining one of the world’s leaders in technology as they grow their presences in North America. This role offers a competitive salary package, comprehensive benefits, and the opportunity to work with a dynamic team in a fast-paced and innovative environment. If you are a self-starter with a passion for technology and a commitment to customer satisfaction, this is the job for you.

Senior Accountant

Carrollton, TX | Manufacturing Environment

Be the Financial Partner Behind Smart Operational Decisions

Are you a hands-on Senior Accountant with strong manufacturing experience and deep knowledge of sales & use tax who enjoys being close to the business—not just the books?

This is an opportunity to step into a highly visible role within a well-established manufacturing company where your financial insight directly supports plant operations, leadership decision-making, and continuous improvement initiatives.

In this role, you’ll partner closely with Plant Finance, Operations, and Management, serving as a key contributor to management reporting, variance analysis, sales and use tax compliance, capital accounting, and month-end close. The environment is fast-paced with a two-day close timeline, requiring someone who is organized, proactive, and comfortable working efficiently under deadlines.

This position is ideal for someone who takes initiative, thrives in a manufacturing environment, and enjoys improving processes while maintaining strong financial accuracy.

Why This Role Stands Out

• High-visibility role supporting plant leadership and finance management

• True partnership with Operations—not a back-office accounting role

• Ownership of sales and use tax compliance and reporting

• Opportunity to influence financial processes and operational efficiency

• Exposure to capital projects, fixed assets, forecasting, and product costing

• Fast-paced environment with a streamlined two-day month-end close

• Stable, well-established manufacturer with continued growth

General Ledger & Month-End Close

• Compile and analyze financial data to prepare accurate journal entries

• Participate in a fast-paced two-day month-end close process, ensuring timely and accurate reporting

• Perform balance sheet reconciliations and investigate discrepancies quickly and effectively

• Support the Controller with reporting, analysis, and ad hoc financial requests

What We’re Looking For

Education & Experience

• Bachelor’s Degree in Accounting

• 3–5+ years of accounting experience within a manufacturing environment

• Hands-on experience with sales and use tax filings and compliance

• Experience working in fast-paced accounting environments with tight close deadlines

What Sets You Apart

• Self-starter who takes initiative and proactively solves problems

• Comfortable working in a fast-paced manufacturing environment with a two-day close timeline

• Highly organized and able to meet tight deadlines without sacrificing accuracy

• Analytical thinker who enjoys understanding the “why” behind the numbers

• Strong communicator who can present financial data clearly to non-financial leaders

• Collaborative team player with a continuous improvement mindset

Job Summary

Provides support to end users on a variety of issues. Identifies, researches, and resolves technical problems, billing inquiries, submits return merchandise authorizations, and promotes aftermarket sales. Answers telephone calls, and responds to emails, right faxes and voicemails within prescribed service levels. Documents, tracks, and provides accurate and timely follow through to customer inquiries. Relies on experience and judgment to plan and accomplish goals.

Essential Duties and Responsibilities:

• Takes ownership of incoming calls from the end user community and provides one call resolution for ASSA ABLOY product lines.
• Properly enters customer information, documents and verifies customer orders, billing and shipping addresses for invoicing and tracking purposes.
• Responsible for follow-up on all issues, maintains quality assurance of tickets, monitors order status and backlogs for delayed orders.
• Performs front line troubleshooting of proprietary software for product lines and tests product hardware and software applications to resolve technical inquiries.
• Assigns tickets to the proper 2nd and 3rd level support teams, sales and field technicians.
• Escalates calls to appropriate departments and senior management as needed.
• Provides input on processes and assists with the development of standard operating procedures to gain efficiencies.
• Promotes Aftermarket Sales to contribute to revenue expectations of department and company.
• Assumes and performs other duties and responsibilities not specifically outlined herein.
• Projects a favourable image of ASSA ABLOY Hospitality, Inc. when interfacing with the outside community.
• Rotation of on-call phone and pager for products lines after hours and weekends.

Skill Requirements and Performance Criteria:

• Excellent phone and interpersonal skills with customers, peers and management
• Must be detail oriented, possess the ability to multitask, be able to organize and prioritize tasks and follow through on commitments.
• Technical aptitude to troubleshoot and analyze hardware and software issues.
• Adaptable to change

Education and/or Work Experience Requirements:

• 2 to 3 years customer service experience or Technical Support experience in a fast paced environments.
• 1 to 2 years Desktop Support or Networking knowledge is preferred.
• High School graduate/GED with some desktop and/or technical interface experience.
• Associate Degree in electronics, preferred or equivalent work experience.
• Some college level course work up to a 4 year degree is desired.
• Industry certification preferred.

Software and Technical Skills:

• Experience with MS Office - Suite, Windows Vista, Window 2003 Server and Windows XP.
• Network knowledge, preferred.
• Knowledge of Navision is a strong plus or familiarity with other ERP systems.

Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.
• Must be able to talk, listen and speak clearly on telephone.

We are the ASSA ABLOY Group

Our people have made us the global leader in access solutions. In return, we open doors for them wherever they go. With nearly 61,000 colleagues in more than 70 different countries, we help billions of people experience a more open world. Our innovations make all sorts of spaces – physical and virtual – safer, more secure, and easier to access.

As an employer, we value results – not titles, or backgrounds. We empower our people to build their career around their aspirations and our ambitions – supporting them with regular feedback, training, and development opportunities. Our colleagues think broadly about where they can make the most impact, and we encourage them to grow their role locally, regionally, or even internationally.

As we welcome new people on board, it’s important to us to have diverse, inclusive teams, and we value different perspectives and experiences.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based on the Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.

• Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.

• Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

• Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

• Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.

• Motivates member to take action on recommendation(s) and resolves objections using foundational sales techniques and foundational persuasion skills. Implements recommendation(s).

• Monitors legislative initiatives that may impact economy, society, and personal financial situation.

• Educates membership on implications of economic, investment market and industry trends and tax law changes, as well as USAA's products and services.

• May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

• Collaborates with team members to resolve issues and to identify appropriate issues for escalation.

Work Hours:

• Monday – Friday / 7:30am – 7:00pm (Central)

• An 8 hour shift will fall within these hours

• This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

• High School diploma or GED

• Required maintenance of Life/Health license

• Required annual completion of AHIP and Broker/Carrier appointments when applicable.

• 1 year of financial industry and/or life sales experience

• Experience delivering frequent written and oral communication

• Experience acquiring and applying new concepts and information

• Experience processing and analyzing information

• Experience fulfilling requests and meeting deadlines

• Experience resolving conflict and negotiating

• Experience multi-tasking in an operating systems environment

• Experience participating in a team environment

• Successful completion of a job-related assessment may be required

What sets you apart:

• 2+ years experience working in Sales with life insurance

• 1+ years experience working in a call center environment

• CLU® - Chartered Life Underwriter or comparable designation

• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $51,340 - $86,630.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Plano, TX. Relocation assistance is not available for this position.

For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.

• Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.

• Documents relevant information as it relates to building a retirement income portfolio.

• Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.

• Develops and communicates appropriate retirement income strategies based on individual member needs.

• Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.

• Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.

• Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).

• Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.

• Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.

• Integrate risk management tools, products, and strategies to create an effective retirement income plan.

• Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.

• Guides and influences less experienced team members.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• High School Diploma or General Equivalency Diploma required.

• Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.

• Required maintenance of FINRA Series 7 license.

• Required maintenance of FINRA Series 66 (or 63 and 65) license.

• Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.

• 4 years of financial industry and/or sales experience.

• Experience delivering frequent written and oral communication.

• Experience processing and analyzing information.

• Experience fulfilling requests and meeting deadlines.

• Experience resolving conflict and negotiating.

• Experience multi-tasking in an operating systems environment.

• Experience participating in or leading teams.

• Successful completion of a job-related assessment may be required

What sets you apart:

• US military experience through military service or a military spouse/domestic partner.

• 3+ years of direct Annuity Sales Experience

• Experience working in an Inbound/Outbound Call Center

• Retirement Income Certified Professional Designation (RICP)

Compensation range: The salary range for this position is: $74,240.00 - $133,620.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people – and equips them with leading technology, continuous learning, and the ability to bring their best selves to work. As the preeminent wine and spirits distributor, Southern Glazer’s isn't just one of Forbes’ Top Private Companies; it's a family-owned business with deep roots dating back to 1933.

Southern Glazer’s is proud of its well-earned positive reputation, continually achieving accolades for our outstanding workplace culture. We take pride in creating a culture where our people are valued, supported, and provided opportunities for growth and belonging.

As a full-time employee, you can choose from a wide-ranging menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition assistance, a wellness program, parental leave, vacation accrual, paid sick leave, and more.

By joining Southern Glazer’s, you would be part of a team that values excellence, innovation, and community. This is more than just a job – it's an opportunity to build the future of beverage distribution and grow with a company that truly cares about its people.

Southern Glazer’s offers a competitive compensation package with a salary of $44000 / year plus incentives and auto allowance/reimbursement. This salary range is an average range for this position. In determining a final offer, the company will evaluate a specific candidate's education, skills and experience and will make an offer appropriately.

The Sales Consultant represents Southern Glazer’s in the market as a member of the Southern Glazer’s family. This individual is passionate, innovative, and self-motivated with a business-oriented and customer-focused mindset. The Sales Consultant’s primary responsibilities are to visit the customer, have the right consultative sales conversations, and increase sales revenue. Face-to-face consultative selling built on trusting relationships drives maximum value to our customer and supplier partners as well as to the SGWS organization.

• Build positive, credible, lasting customer relationships based on trust
• Discover and identify customer business growth needs
• Develop a customer business growth plan for each account and build a pipeline of selling opportunities to drive incremental sales above base business
• Analyze data and insights to increase sales, grow customer business, and better achieve objectives
• Regularly and consistently pre-plan account visits with an agenda, service purpose, and selling opportunities documented in CRM (Proof)
• Prioritize sales activities to achieve objectives based on each customer business growth plan
• Visit accounts regularly, capture visit notes, and build visit plans considering previous visit outcomes and document in CRM (Proof)
• Maintain deep knowledge of SGWS products and correctly present and position them in each account
• Propose selling solutions to each customer and win the sale using consultative selling skills
• Achieve internal SGWS and supplier objectives as prioritized by management
• Manage customer issue resolution, seek additional opportunities to support the customer’s needs, and support business growth by providing customers with useful information and guidance
• Adapt the selling approach based on each customer’s buying styles and individual business needs
• Be knowledgeable and experienced in all accounts staying current with what competitors are offering and how SGWS products are positioned relative to the competition
• Document and maintain account- and customer-specific information in CRM (Proof)
• Participate in sales meetings, on-site training, and supplier events as required
• Perform other duties as assigned

• 21 years or older
• Able to analyze and understand data and information
• Able to leverage SGWS technology to perform duties and responsibilities
• Able to build and structure customer presentations and product proposals
• Proficient in using mobile devices (e.g., iPad®, smartphone) and online communication techniques (email, posting, texting, etc.) in a professional manner
• Able to consistently achieve results, even under tough circumstances
• Able to take responsibility for own actions and results; commits to providing a consistently high level of service to customers, suppliers, colleagues, and management
• Able to communicate effectively through various methods and express self clearly and concisely while appropriately tailoring the message to the audience
• Able to be nimble in ambiguity; be open to change; embrace innovative ideas
• Team player; works collaboratively with others
• Able to work in a fast-paced, results-driven environment
• Must possess a reliable vehicle, a valid driver’s license, and the ability to obtain and maintain auto liability insurance on their vehicle in compliance with SGWS company requirements.
• High School Diploma or GED required
• Able to travel as needed
• Must be at least 21 years of age

•  Physical demands with activity or condition for a considerable amount of time may include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor) or mobile device
• Physical demands with activity or condition may include walking, bending, reaching, standing, squatting, and stooping
• Physical demands with activity or condition for a considerable amount of time include driving throughout the day with segments up to 2 hours
• May require lifting/lowering, pushing, carrying, or pulling up to 48lbs

This position is deemed a safety-sensitive position.  As such, any person who is given a conditional offer of employment will be required to pass a drug test.

Southern Glazer's Wine and Spirits, an Affirmative Action/EEO employer, prohibits discrimination and harassment of any type and provides equal employment opportunities to all employees and applicants for employment 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, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. SGWS complies with all federal, state and local laws concerning consideration of a qualified applicant's arrest and/or criminal conviction records. Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees. Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer's Wine and Spirits and do not reflect Southern Glazer's pay bands or ranges.

If you have any questions or concerns about whether this posting complies/adheres with local pay transparency requirements, please contact the SGWS talent acquisition team at